Sowell Financial Services LLC
NORTH LITTLE ROCK AR · SEC CIK 0001633697
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORP | $42.85万 | 0.01% | 2,487 | 173 | 7.5% | $2.98万 | 加仓 |
| EIX | EDISON INTL | $42.82万 | 0.01% | 5,752 | 162 | 2.9% | $1.21万 | 加仓 |
| VLUE | ISHARES TR | $42.80万 | 0.01% | 2,142 | 89 | 4.3% | $1.78万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $42.73万 | 0.01% | 7,176 | -1,422 | -16.5% | -$8.47万 | 减仓 |
| ENFR | ALPS ETF TR | $42.64万 | 0.01% | 11,192 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $42.56万 | 0.01% | 8,401 | -612 | -6.8% | -$3.10万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $42.56万 | 0.01% | 3,597 | -932 | -20.6% | -$11.03万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $42.51万 | 0.01% | 9,423 | -257 | -2.7% | -$1.16万 | 减仓 |
| IRM | IRON MTN INC DEL | $42.49万 | 0.01% | 3,364 | 101 | 3.1% | $1.28万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $42.43万 | 0.01% | 1,775 | 134 | 8.2% | $3.20万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $42.43万 | 0.01% | 4,217 | 4,217 | — | $42.43万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $42.36万 | 0.01% | 42,235 | 883 | 2.1% | $8,856 | 加仓 |
| SNPS | SYNOPSYS INC | $42.36万 | 0.01% | 950 | -95 | -9.1% | -$4.24万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $42.34万 | 0.01% | 16,896 | -1,918 | -10.2% | -$4.81万 | 减仓 |
| IHI | ISHARES TR | $42.32万 | 0.01% | 8,566 | -2,382 | -21.8% | -$11.77万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $42.32万 | 0.01% | 922 | 89 | 10.7% | $4.08万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $42.20万 | 0.01% | 12,685 | 876 | 7.4% | $2.91万 | 加仓 |
| PPL | PPL CORP | $42.12万 | 0.01% | 11,587 | 257 | 2.3% | $9,342 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $42.11万 | 0.01% | 3,807 | -12 | -0.3% | -$1,327 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $41.89万 | 0.01% | 5,978 | -270 | -4.3% | -$1.89万 | 减仓 |
| NXT | NEXTPOWER INC | $41.85万 | 0.01% | 3,513 | 170 | 5.1% | $2.03万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $41.84万 | 0.01% | 35,161 | 12 | 0.0% | $143 | 加仓 |
| ALB | ALBEMARLE CORP | $41.81万 | 0.01% | 3,096 | -38 | -1.2% | -$5,131 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $41.81万 | 0.01% | 7,456 | -369 | -4.7% | -$2.07万 | 减仓 |
| IGIB | ISHARES TR | $41.76万 | 0.01% | 7,855 | -1,673 | -17.6% | -$8.90万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $41.73万 | 0.01% | 9,476 | 73 | 0.8% | $3,215 | 加仓 |
| RITM | RITHM CAPITAL CORP | $41.72万 | 0.01% | 44,426 | 6,877 | 18.3% | $6.46万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $41.64万 | 0.01% | 5,450 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $41.60万 | 0.01% | 6,515 | -90 | -1.4% | -$5,747 | 减仓 |
| SYK | STRYKER CORPORATION | $41.44万 | 0.01% | 1,316 | -255 | -16.2% | -$8.03万 | 减仓 |
| ULS | UL SOLUTIONS INC | $41.43万 | 0.01% | 4,068 | 2 | 0.0% | $204 | 加仓 |
| SDY | SPDR SERIES TRUST | $41.36万 | 0.01% | 2,718 | -44 | -1.6% | -$6,696 | 减仓 |
| Q | QNITY ELECTRONICS INC | $41.34万 | 0.01% | 2,531 | 495 | 24.3% | $8.08万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $41.32万 | 0.01% | 32,279 | -2,908 | -8.3% | -$3.72万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $41.24万 | 0.01% | 2,474 | -1,510 | -37.9% | -$25.17万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $40.96万 | 0.01% | 2,803 | 406 | 16.9% | $5.93万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $40.65万 | 0.01% | 8,070 | 1,467 | 22.2% | $7.39万 | 加仓 |
| HYLB | DBX ETF TR | $40.60万 | 0.01% | 11,117 | -56 | -0.5% | -$2,045 | 减仓 |
| AMT | AMERICAN TOWER CORP | $40.53万 | 0.01% | 2,478 | 140 | 6.0% | $2.29万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $40.53万 | 0.01% | 110,430 | 38,022 | 52.5% | $13.95万 | 加仓 |
| VHT | VANGUARD WORLD FD | $40.46万 | 0.01% | 1,353 | -461 | -25.4% | -$13.79万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $40.22万 | 0.01% | 5,547 | -363 | -6.1% | -$2.63万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $40.14万 | 0.01% | 17,025 | -848 | -4.7% | -$2.00万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $40.08万 | 0.01% | 11,094 | 2,100 | 23.3% | $7.59万 | 加仓 |
| LRGF | ISHARES TR | $40.07万 | 0.01% | 5,298 | -692 | -11.6% | -$5.23万 | 减仓 |
| IWB | ISHARES TR | $40.01万 | 0.01% | 977 | 1 | 0.1% | $410 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $39.83万 | 0.01% | 30,730 | 223 | 0.7% | $2,890 | 加仓 |
| SNY | SANOFI SA | $39.82万 | 0.01% | 9,333 | -269 | -2.8% | -$1.15万 | 减仓 |
| EMXC | ISHARES INC | $39.73万 | 0.01% | 3,884 | -2,611 | -40.2% | -$26.71万 | 减仓 |
| CHAT | TIDAL TRUST II | $39.71万 | 0.01% | 4,024 | 4,024 | — | $39.71万 | 新建仓 |
| WELL | WELLTOWER INC | $39.69万 | 0.01% | 1,749 | -22 | -1.2% | -$4,992 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $39.53万 | 0.01% | 16,041 | -1,876 | -10.5% | -$4.62万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $39.49万 | 0.01% | 14,545 | 814 | 5.9% | $2.21万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $39.48万 | 0.01% | 3,658 | 73 | 2.0% | $7,878 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $39.33万 | 0.01% | 4,426 | 322 | 7.8% | $2.86万 | 加仓 |
| GSK | GSK PLC | $39.26万 | 0.01% | 7,489 | 288 | 4.0% | $1.51万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $39.19万 | 0.01% | 32,339 | 98 | 0.3% | $1,188 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $39.01万 | 0.01% | 3,392 | -86 | -2.5% | -$9,890 | 减仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $38.95万 | 0.01% | 13,075 | 13,075 | — | $38.95万 | 新建仓 |
| WTMF | WISDOMTREE TR | $38.89万 | 0.01% | 9,519 | -51 | -0.5% | -$2,083 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $38.81万 | 0.01% | 1,553 | 34 | 2.2% | $8,498 | 加仓 |
| HCA | HCA HEALTHCARE INC | $38.79万 | 0.01% | 995 | -2,551 | -71.9% | -$99.44万 | 减仓 |
| MSTR | STRATEGY INC | $38.75万 | 0.01% | 4,458 | 66 | 1.5% | $5,737 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $38.70万 | 0.01% | 7,210 | 616 | 9.3% | $3.31万 | 加仓 |
| GPC | GENUINE PARTS CO | $38.64万 | 0.01% | 3,275 | -11 | -0.3% | -$1,298 | 减仓 |
| AVT | AVNET INC | $38.60万 | 0.01% | 4,346 | -51 | -1.2% | -$4,529 | 减仓 |
| ECL | ECOLAB INC | $38.28万 | 0.01% | 1,374 | -4 | -0.3% | -$1,114 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $38.23万 | 0.01% | 14,132 | -118,871 | -89.4% | -$321.54万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $37.90万 | 0.01% | 1,529 | -588 | -27.8% | -$14.58万 | 减仓 |
| IUSG | ISHARES TR | $37.89万 | 0.01% | 2,015 | 227 | 12.7% | $4.27万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $37.77万 | 0.01% | 2,243 | -542 | -19.5% | -$9.13万 | 减仓 |
| IDEV | ISHARES TR | $37.72万 | 0.01% | 4,237 | -53 | -1.2% | -$4,718 | 减仓 |
| CGNX | COGNEX CORP | $37.69万 | 0.01% | 5,205 | 14 | 0.3% | $1,014 | 加仓 |
| GCAL | GOLDMAN SACHS ETF TR | $37.68万 | 0.01% | 7,360 | 7,360 | — | $37.68万 | 新建仓 |
| AME | AMETEK INC | $37.65万 | 0.01% | 1,556 | 40 | 2.6% | $9,678 | 加仓 |
| DCH | DAUCH CORP | $37.61万 | 0.01% | 69,386 | 69,386 | — | $37.61万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $37.58万 | 0.01% | 1,469 | 115 | 8.5% | $2.94万 | 加仓 |
| HUM | HUMANA INC | $37.29万 | 0.01% | 939 | 939 | — | $37.29万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $37.23万 | 0.01% | 491 | -153 | -23.8% | -$11.60万 | 减仓 |
| XEL | XCEL ENERGY INC | $37.20万 | 0.01% | 4,633 | -106 | -2.2% | -$8,512 | 减仓 |
| BCS | BARCLAYS PLC | $37.10万 | 0.01% | 13,814 | 1,558 | 12.7% | $4.18万 | 加仓 |
| GARP | ISHARES TR | $36.93万 | 0.01% | 4,474 | 4,474 | — | $36.93万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $36.93万 | 0.01% | 15,636 | -15,996 | -50.6% | -$37.78万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $36.71万 | 0.01% | 7,299 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $36.66万 | 0.01% | 12,336 | -1,089 | -8.1% | -$3.24万 | 减仓 |
| MAGS | LISTED FDS TR | $36.64万 | 0.01% | 5,699 | -1,301 | -18.6% | -$8.37万 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $36.56万 | 0.01% | 21,827 | 10,605 | 94.5% | $17.76万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $36.50万 | 0.01% | 6,981 | -380 | -5.2% | -$1.99万 | 减仓 |
| DDS | DILLARDS INC | $36.38万 | 0.01% | 688 | -114 | -14.2% | -$6.03万 | 减仓 |
| AON | AON PLC | $36.33万 | 0.01% | 1,095 | 25 | 2.3% | $8,294 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $36.20万 | 0.01% | 7,452 | 74 | 1.0% | $3,594 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $36.10万 | 0.01% | 39,073 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $36.10万 | 0.01% | 8,824 | -2,875 | -24.6% | -$11.76万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $36.03万 | 0.01% | 6,540 | -355 | -5.1% | -$1.96万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $35.89万 | 0.01% | 6,590 | -348 | -5.0% | -$1.90万 | 减仓 |
| VEEV | VEEVA SYS INC | $35.72万 | 0.01% | 2,013 | -38 | -1.9% | -$6,744 | 减仓 |
| CME | CME GROUP INC | $35.70万 | 0.01% | 1,617 | 5 | 0.3% | $1,104 | 加仓 |
| TW | TRADEWEB MKTS INC | $35.68万 | 0.01% | 3,580 | 567 | 18.8% | $5.65万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $35.46万 | 0.01% | 17,830 | 1,674 | 10.4% | $3.33万 | 加仓 |
| HPQ | HP INC | $35.14万 | 0.01% | 16,016 | -20,231 | -55.8% | -$44.39万 | 减仓 |