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
IYJ ISHARES TR $35.06万0.01%2,104 10.0% $167 加仓
PKG PACKAGING CORP AMER $35.06万0.01%1,471 -181-11.0% -$4.31万 减仓
CBOE CBOE GLOBAL MKTS INC $34.53万0.01%1,423 15212.0% $3.69万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $34.45万0.01%13,274 -475-3.5% -$1.23万 减仓
AVUS AMERICAN CENTY ETF TR $34.44万0.01%2,689 00.0% — 不变
PFF ISHARES TR $34.41万0.01%11,285 2,36726.5% $7.22万 加仓
SF STIFEL FINL CORP $34.38万0.01%4,928 -144-2.8% -$1.00万 减仓
IYF ISHARES TR $34.27万0.01%2,688 40.1% $510 加仓
BTI BRITISH AMERN TOB PLC $34.22万0.01%5,541 71914.9% $4.44万 加仓
CNC CENTENE CORP DEL $34.19万0.01%5,327 5,327— $34.19万 新建仓
DNOV FIRST TR EXCHNG TRADED FD VI $34.18万0.01%6,657 00.0% — 不变
FN FABRINET $34.17万0.01%608 -83-12.0% -$4.67万 减仓
HAL HALLIBURTON CO $34.10万0.01%10,045 8419.1% $2.86万 加仓
SPGI S&P GLOBAL INC $34.03万0.01%836 192.3% $7,734 加仓
ARGX ARGENX SE $33.86万0.01%365 -150-29.1% -$13.92万 减仓
FSEP FIRST TR EXCHNG TRADED FD VI $33.78万0.01%6,133 -356-5.5% -$1.96万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $33.76万0.01%7,416 -1,199-13.9% -$5.46万 减仓
FMAY FIRST TR EXCHNG TRADED FD VI $33.76万0.01%6,007 -186-3.0% -$1.05万 减仓
HTD HANCOCK JOHN TAX-ADVANTAGED $33.71万0.01%13,224 3,54336.6% $9.03万 加仓
DSL DOUBLELINE INCOME SOLUTIONS $33.58万0.01%30,363 4,55617.7% $5.04万 加仓
— FIRST TR EXCHANGE-TRADED FD $33.50万0.01%6,158 6,158— $33.50万 新建仓
BEP BROOKFIELD RENEWABLE ENERGY $33.34万0.01%9,599 00.0% — 不变
HLI HOULIHAN LOKEY INC $33.30万0.01%2,482 -3,288-57.0% -$44.11万 减仓
TDY TELEDYNE TECHNOLOGIES INC $33.28万0.01%499 13537.1% $9.00万 加仓
CGBL CAPITAL GROUP CORE BALANCED $33.20万0.01%8,746 2,03930.4% $7.74万 加仓
HII HUNTINGTON INGALLS INDS INC $33.07万0.01%1,182 -36-3.0% -$1.01万 减仓
SPOT SPOTIFY TECHNOLOGY S A $33.03万0.01%719 -46-6.0% -$2.11万 减仓
ICVT ISHARES TR $32.91万0.01%2,703 -93-3.3% -$1.13万 减仓
EQNR EQUINOR ASA $32.83万0.01%10,455 6416.5% $2.01万 加仓
EWX SPDR INDEX SHS FDS $32.82万0.01%4,417 -1,154-20.7% -$8.58万 减仓
AER AERCAP HOLDINGS NV $32.82万0.01%2,251 -192-7.9% -$2.80万 减仓
EVRG EVERGY INC $32.81万0.01%3,797 -56-1.5% -$4,840 减仓
OGE OGE ENERGY CORP $32.78万0.01%6,736 671.0% $3,260 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $32.60万0.01%13,005 -262-2.0% -$6,568 减仓
BWLP BW LPG LTD $32.59万0.01%18,700 -2,700-12.6% -$4.71万 减仓
BKLC BNY MELLON ETF TRUST $32.48万0.01%2,265 00.0% — 不变
— NUVEEN MORTGAGE AND INCOME F $32.47万0.01%18,576 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $32.38万0.01%18,261 2661.5% $4,716 加仓
FNOV FIRST TR EXCHNG TRADED FD VI $32.35万0.01%5,532 -340-5.8% -$1.99万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $32.33万0.01%5,302 -2,129-28.7% -$12.98万 减仓
FITB FIFTH THIRD BANCORP $32.31万0.01%5,733 -398-6.5% -$2.24万 减仓
FMAR FIRST TR EXCHNG TRADED FD VI $32.29万0.01%6,179 -293-4.5% -$1.53万 减仓
NOVT NOVANTA INC $32.25万0.01%1,988 1669.1% $2.69万 加仓
CMS CMS ENERGY CORP $32.24万0.01%4,215 -627-12.9% -$4.80万 减仓
EXPD EXPEDITORS INTL WASH INC $32.20万0.01%1,976 985.2% $1.60万 加仓
KEY KEYCORP $32.11万0.01%13,929 -2,945-17.5% -$6.79万 减仓
ENVX ENOVIX CORPORATION $32.08万0.01%52,845 52,845— $32.08万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $32.00万0.01%2,786 100.4% $1,149 加仓
GLDM WORLD GOLD TR $31.97万0.01%4,026 -76-1.9% -$6,036 减仓
SAN BANCO SANTANDER SA $31.95万0.01%23,151 -2,872-11.0% -$3.96万 减仓
JMEE J P MORGAN EXCHANGE TRADED F $31.77万0.01%4,072 -17-0.4% -$1,327 减仓
D DOMINION ENERGY INC $31.75万0.01%4,650 170.4% $1,161 加仓
CPRT COPART INC $31.73万0.01%11,254 -3,015-21.1% -$8.50万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $31.65万0.01%2,571 -703-21.5% -$8.66万 减仓
LUV SOUTHWEST AIRLS CO $31.63万0.01%6,152 -187-2.9% -$9,615 减仓
SHW SHERWIN WILLIAMS CO $31.39万0.01%912 -243-21.0% -$8.36万 减仓
— INVESCO EXCH TRADED FD TR II $31.33万0.01%4,483 -60-1.3% -$4,193 减仓
REGN REGENERON PHARMACEUTICALS $31.33万0.01%502 61.2% $3,744 加仓
BDYN BLACKROCK ETF TRUST $31.28万0.01%11,275 4734.4% $1.31万 加仓
HQY HEALTHEQUITY INC $31.27万0.01%3,462 88434.3% $7.98万 加仓
GRNY TIDAL TRUST I $31.20万0.01%11,285 11,285— $31.20万 新建仓
UL UNILEVER PLC $31.06万0.01%5,167 -495-8.7% -$2.98万 减仓
TFI SPDR SERIES TRUST $31.00万0.01%6,768 1772.7% $8,106 加仓
ESGV VANGUARD WORLD FD $30.85万0.01%2,333 -50-2.1% -$6,612 减仓
MMSI MERIT MED SYS INC $30.72万0.01%4,430 -49-1.1% -$3,398 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $30.72万0.01%19,161 5,03235.6% $8.07万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $30.46万0.01%5,966 69213.1% $3.53万 加仓
ITOT ISHARES TR $30.29万0.01%1,844 875.0% $1.43万 加仓
EDGU ADVISORS INNER CIRCLE FD II $30.21万0.01%9,440 9,440— $30.21万 新建仓
GLTR ABRDN PRECIOUS METALS BASKET $30.09万0.01%1,661 -77-4.4% -$1.39万 减仓
ENTG ENTEGRIS INC $30.07万0.01%1,672 -217-11.5% -$3.90万 减仓
NG NOVAGOLD RESOURCES INC $30.03万0.01%50,300 00.0% — 不变
CGSD CAPITAL GRP FIXED INCM ETF T $29.88万0.01%11,612 -8,020-40.9% -$20.64万 减仓
VIK VIKING HOLDINGS LTD $29.80万0.01%2,847 2,847— $29.80万 新建仓
PEY INVESCO EXCHANGE TRADED FD T $29.76万0.01%12,837 -250-1.9% -$5,795 减仓
BDX BECTON DICKINSON & CO $29.69万0.01%1,962 201.0% $3,026 加仓
EMBJ EMBRAER S.A. $29.64万0.01%4,645 -835-15.2% -$5.33万 减仓
INBK FIRST INTERNET BANCORP $29.58万0.01%10,642 -481-4.3% -$1.34万 减仓
GNRC GENERAC HLDGS INC $29.54万0.01%1,009 -211-17.3% -$6.18万 减仓
FDV FEDERATED HERMES ETF TRUST $29.29万0.01%9,331 9,331— $29.29万 新建仓
EFAV ISHARES TR $29.22万0.01%3,332 -106-3.1% -$9,297 减仓
— ETFIS SER TR I $29.16万0.01%6,312 20.0% $92 加仓
SDVY FIRST TR EXCHANGE TRADED FD $29.09万0.01%6,742 -138-2.0% -$5,954 减仓
IDXX IDEXX LABS INC $29.06万0.01%552 10322.9% $5.42万 加仓
EXP EAGLE MATLS INC $29.02万0.01%1,290 -37-2.8% -$8,323 减仓
— FRANKLIN TEMPLETON ETF TR $28.90万0.01%6,333 00.0% — 不变
TIPX SPDR SERIES TRUST $28.89万0.01%15,263 1,2569.0% $2.38万 加仓
RGLD ROYAL GOLD INC $28.89万0.01%1,447 -49-3.3% -$9,782 减仓
SKY CHAMPION HOMES INC $28.85万0.01%3,274 461.4% $4,054 加仓
NI NISOURCE INC $28.80万0.01%6,057 771.3% $3,661 加仓
GWX SPDR INDEX SHS FDS $28.64万0.01%6,545 61510.4% $2.69万 加仓
LSCC LATTICE SEMICONDUCTOR CORP $28.51万0.01%1,864 -667-26.4% -$10.20万 减仓
BE BLOOM ENERGY CORP $28.45万0.01%940 940— $28.45万 新建仓
DFIV DIMENSIONAL ETF TRUST $28.38万0.01%5,254 -948-15.3% -$5.12万 减仓
NRIM NORTHRIM BANCORP INC $28.36万0.01%10,224 00.0% — 不变
MISL FIRST TR EXCHANGE-TRADED FD $28.35万0.01%6,193 60910.9% $2.79万 加仓
IHAK ISHARES TR $28.29万0.01%4,659 -200-4.1% -$1.21万 减仓
SMG SCOTTS MIRACLE-GRO CO $28.25万0.01%4,148 -30-0.7% -$2,043 减仓
BR BROADRIDGE FINL SOLUTIONS IN $28.13万0.01%2,054 -116-5.3% -$1.59万 减仓
VTR VENTAS INC $28.08万0.01%3,163 -42-1.3% -$3,729 减仓