13F 机构持仓

Sowell Financial Services LLC

NORTH LITTLE ROCK AR · SEC CIK 0001633697

2026Q22026Q1 更早 9 个季度 🔒
$30.60亿2026Q2 申报市值
1,162持仓数
21.5%前十大占比 · 第一大 4.0%
108 / 83新建仓 / 清仓
申报市值走势$30.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.0%
QQQ 2.9%
NVDA 2.7%
SPY 2.1%
IVV 1.9%
MSFT 1.9%
TWO RDS SHARED 1.8%
AMZN 1.7%
QUAL 1.3%
GOOGL 1.2%

2026Q2 买入最多 按季末市值估算

GCOR 加仓+$542.70万
VTV 加仓+$541.45万
TWO RDS SHARED T 加仓+$514.76万
XLF 加仓+$510.74万
HYGH 新建仓+$473.96万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$1,818.98万
VUG 减仓-$730.74万
BSCT 减仓-$607.79万
IVV 减仓-$594.77万
JAAA 减仓-$489.47万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
HALO HALOZYME THERAPEUTICS INC $85.09万0.03%10,871 4284.1% $3.35万 加仓
IYH ISHARES TR $84.22万0.03%12,568 00.0% — 不变
— ALLSPRING INCOME OPPORTUNIT $84.11万0.03%129,400 25,90025.0% $16.84万 加仓
OGS ONE GAS INC $83.75万0.03%10,866 -55-0.5% -$4,239 减仓
SPEM SPDR INDEX SHS FDS $83.34万0.03%16,094 1,67711.6% $8.68万 加仓
PNW PINNACLE WEST CAP CORP $83.30万0.03%7,785 -1,513-16.3% -$16.19万 减仓
IGF ISHARES TR $83.24万0.03%12,499 00.0% — 不变
HOOD ROBINHOOD MKTS INC $82.40万0.03%8,217 -166-2.0% -$1.66万 减仓
PRN INVESCO EXCHANGE TRADED FD T $82.38万0.03%3,160 1956.6% $5.08万 加仓
IAGG ISHARES TR $82.32万0.03%16,269 -2,984-15.5% -$15.10万 减仓
GLPI GAMING & LEISURE P $81.97万0.03%18,408 2,01112.3% $8.95万 加仓
ETN EATON CORP PLC $81.42万0.03%1,911 -195-9.3% -$8.31万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $81.39万0.03%4,244 2235.5% $4.28万 加仓
VOT VANGUARD INDEX FDS $81.35万0.03%2,656 -346-11.5% -$10.60万 减仓
IWY ISHARES TR $80.94万0.03%2,785 42017.8% $12.21万 加仓
SPLV INVESCO EXCH TRADED FD TR II $80.01万0.03%10,682 -332-3.0% -$2.49万 减仓
ACN ACCENTURE PLC IRELAND $79.91万0.03%6,421 3,772142.4% $46.94万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $79.76万0.03%17,931 2,45715.9% $10.93万 加仓
DDOG DATADOG INC $79.54万0.03%3,055 832.8% $2.16万 加仓
MDT MEDTRONIC PLC $79.23万0.03%10,128 -804-7.4% -$6.29万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $79.11万0.03%21,655 -607-2.7% -$2.22万 减仓
EOG EOG RES INC $78.56万0.03%6,055 -530-8.0% -$6.88万 减仓
TER TERADYNE INC $78.35万0.03%1,619 -230-12.4% -$11.13万 减仓
XAR SPDR SERIES TRUST $77.93万0.03%2,746 562.1% $1.59万 加仓
RQI COHEN & STEERS QUALITY INCOM $77.78万0.03%63,186 -80-0.1% -$985 减仓
FSMB FIRST TR EXCH TRADED FD III $77.63万0.03%38,832 -24,903-39.1% -$49.78万 减仓
GAPR FIRST TR EXCHNG TRADED FD VI $77.43万0.03%18,580 18,580— $77.43万 新建仓
CEG CONSTELLATION ENERGY CORP $77.02万0.03%3,101 -456-12.8% -$11.33万 减仓
BBCA J P MORGAN EXCHANGE TRADED F $76.33万0.02%7,679 -1,196-13.5% -$11.89万 减仓
MCO MOODYS CORP $76.15万0.02%1,681 1197.6% $5.39万 加仓
SYF SYNCHRONY FINANCIAL $76.03万0.02%9,998 3723.9% $2.83万 加仓
SOFI SOFI TECHNOLOGIES INC $75.98万0.02%42,378 4,61312.2% $8.27万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $75.70万0.02%27,347 5502.1% $1.52万 加仓
SPSB SPDR SERIES TRUST $75.45万0.02%25,143 6212.5% $1.86万 加仓
DVN DEVON ENERGY CORP NEW $74.74万0.02%18,088 4,46932.8% $18.47万 加仓
AGI ALAMOS GOLD INC $74.48万0.02%24,548 -192-0.8% -$5,825 减仓
DXYZ DESTINY TECH100 INC $73.84万0.02%28,665 28,665— $73.84万 新建仓
CVE CENOVUS ENERGY INC $73.70万0.02%29,707 -1,362-4.4% -$3.38万 减仓
RWL INVESCO EXCH TRADED FD TR II $73.67万0.02%5,766 -25-0.4% -$3,194 减仓
SHY ISHARES TR $73.57万0.02%8,960 6848.3% $5.62万 加仓
QQQE DIREXION SHARES ETF TRUST $73.37万0.02%6,013 -16-0.3% -$1,952 减仓
CORO BLACKROCK ETF TRUST $72.91万0.02%19,921 3,24019.4% $11.86万 加仓
DDEC FIRST TR EXCHNG TRADED FD VI $72.81万0.02%15,368 -292-1.9% -$1.38万 减仓
ADI ANALOG DEVICES INC $72.49万0.02%1,825 -78-4.1% -$3.10万 减仓
ACWI ISHARES TR $72.40万0.02%4,612 -26-0.6% -$4,081 减仓
— ENERGY TRANSFER L P $72.31万0.02%63,097 -550-0.9% -$6,303 减仓
VTIP VANGUARD MALVERN FDS $72.22万0.02%14,379 5,82468.1% $29.25万 加仓
AFL AFLAC INC $72.19万0.02%6,157 3305.7% $3.87万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $71.80万0.02%7,873 -497-5.9% -$4.53万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $71.65万0.02%37,970 1,3353.6% $2.52万 加仓
KMB KIMBERLY-CLARK CORP $71.49万0.02%6,512 -214-3.2% -$2.35万 减仓
LINC LINCOLN EDL SVCS CORP $71.13万0.02%14,254 14,254— $71.13万 新建仓
AWK AMERICAN WTR WKS CO INC NEW $70.76万0.02%5,378 290.5% $3,816 加仓
SCHZ SCHWAB STRATEGIC TR $70.75万0.02%30,589 -1,707-5.3% -$3.95万 减仓
JOBY JOBY AVIATION INC $70.16万0.02%78,651 32,75371.4% $29.22万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $69.88万0.02%7,756 97514.4% $8.78万 加仓
NRG NRG ENERGY INC $69.50万0.02%4,758 -2,169-31.3% -$31.68万 减仓
SPTS SPDR SERIES TRUST $69.44万0.02%23,937 4531.9% $1.31万 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $69.24万0.02%12,253 -607-4.7% -$3.43万 减仓
ROK ROCKWELL AUTOMATION INC $68.92万0.02%1,392 -44-3.1% -$2.18万 减仓
JIVE J P MORGAN EXCHANGE TRADED F $68.75万0.02%7,477 -1,324-15.0% -$12.17万 减仓
BABA ALIBABA GROUP HLDG LTD $68.56万0.02%7,143 2513.6% $2.41万 加仓
HEFA ISHARES TR $68.20万0.02%14,534 -2,197-13.1% -$10.31万 减仓
NVT NVENT ELEC PLC $68.05万0.02%4,012 671.7% $1.14万 加仓
AIG AMERICAN INTL GROUP INC $67.95万0.02%9,117 1892.1% $1.41万 加仓
SCHF SCHWAB STRATEGIC TR $67.74万0.02%24,455 3,63117.4% $10.06万 加仓
— HANCOCK JOHN PFD INCOME FD I $67.46万0.02%46,397 -1,708-3.6% -$2.48万 减仓
VEU VANGUARD INTL EQUITY INDEX F $67.44万0.02%8,052 3043.9% $2.55万 加仓
BBY BEST BUY INC $66.84万0.02%8,809 2182.5% $1.65万 加仓
— DIMENSIONAL ETF TRUST $66.06万0.02%8,023 -738-8.4% -$6.08万 减仓
EQT EQT CORP $65.81万0.02%12,377 9208.0% $4.89万 加仓
PZA INVESCO EXCH TRADED FD TR II $64.30万0.02%27,337 940.3% $2,211 加仓
VST VISTRA CORP $64.25万0.02%4,050 -83-2.0% -$1.32万 减仓
PH PARKER-HANNIFIN CORP $64.08万0.02%655 -63-8.8% -$6.16万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $63.94万0.02%34,423 -327,209-90.5% -$607.79万 减仓
PCY INVESCO EXCH TRADED FD TR II $63.85万0.02%29,492 850.3% $1,840 加仓
SNOW SNOWFLAKE INC $63.45万0.02%2,493 36617.2% $9.31万 加仓
FPF FIRST TR INTER DURATN PFD & $63.38万0.02%34,880 -1,508-4.1% -$2.74万 减仓
GSC GOLDMAN SACHS ETF TR $63.37万0.02%9,154 1,12414.0% $7.78万 加仓
ABNB AIRBNB INC $63.17万0.02%4,414 -83-1.8% -$1.19万 减仓
R RYDER SYS INC $62.42万0.02%2,367 773.4% $2.03万 加仓
ADBE ADOBE INC $61.85万0.02%3,017 2177.8% $4.45万 加仓
SLB SLB LIMITED $61.59万0.02%13,249 -18-0.1% -$837 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $61.57万0.02%13,173 2,89928.2% $13.55万 加仓
TFC TRUIST FINL CORP $61.42万0.02%12,328 1,71016.1% $8.52万 加仓
ACP ABRDN INCOME CREDIT STRATEGI $61.32万0.02%117,918 -7,650-6.1% -$3.98万 减仓
BLK BLACKROCK INC $60.80万0.02%632 -3-0.5% -$2,886 减仓
MNST MONSTER BEVERAGE CORP NEW $60.78万0.02%6,323 510.8% $4,902 加仓
— WSTRN AST GLBL CORP OPP FD I $60.77万0.02%56,635 -3,000-5.0% -$3.22万 减仓
AEP AMERICAN ELEC PWR CO INC $60.73万0.02%4,439 -32-0.7% -$4,378 减仓
AVUV AMERICAN CENTY ETF TR $60.36万0.02%4,838 2,835141.5% $35.37万 加仓
NOK NOKIA CORP $60.11万0.02%45,267 26,133136.6% $34.70万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $60.03万0.02%15,296 -3,097-16.8% -$12.15万 减仓
PGR PROGRESSIVE CORP $59.92万0.02%2,743 -290-9.6% -$6.33万 减仓
EWJ ISHARES INC $59.01万0.02%6,327 -476-7.0% -$4.44万 减仓
IXC ISHARES TR $58.84万0.02%11,976 -673-5.3% -$3.31万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $58.19万0.02%12,414 -69-0.6% -$3,234 减仓
POR PORTLAND GEN ELEC CO $57.98万0.02%11,187 -2,339-17.3% -$12.12万 减仓
QBTS D-WAVE QUANTUM INC $57.85万0.02%24,114 24,114— $57.85万 新建仓
CGDG CAPITAL GROUP DIVIDEND GROWE $57.82万0.02%15,414 -2,444-13.7% -$9.17万 减仓