Sowell Financial Services LLC
NORTH LITTLE ROCK AR · SEC CIK 0001633697
$27.04亿2026Q1 申报市值
1,123持仓数
21.2%前十大占比 · 第一大 4.0%
80 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AGGH 新建仓+$2,439.29万
IWS 加仓+$618.53万
APD 加仓+$526.44万
FLDR 加仓+$453.94万
FTGC 重新持有+$338.06万
2026Q1 卖出最多 按季末市值估算
BOND 减仓-$2,400.03万
IWP 减仓-$747.35万
DYNF 减仓-$720.21万
PHYS 减仓-$633.75万
SLV 减仓-$602.35万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.08亿 | 4.00% | 426,381 | -1,264 | -0.3% | -$32.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,013.65万 | 2.59% | 402,159 | 1,464 | 0.4% | $25.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,966.14万 | 2.58% | 120,693 | 2,219 | 1.9% | $128.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,754.01万 | 2.13% | 88,477 | 4,326 | 5.1% | $281.34万 | 加仓 |
| IVV | ISHARES TR | $5,713.28万 | 2.11% | 87,465 | -5,202 | -5.6% | -$339.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,536.67万 | 2.05% | 149,571 | 4,830 | 3.3% | $178.79万 | 加仓 |
| AMZN | AMAZON COM INC | $4,612.08万 | 1.71% | 221,447 | 8,743 | 4.1% | $182.09万 | 加仓 |
| — | TWO RDS SHARED TR | $4,015.04万 | 1.48% | 1,079,602 | 18,576 | 1.8% | $69.08万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,625.46万 | 1.34% | 719,766 | 23,433 | 3.4% | $118.03万 | 加仓 |
| QUAL | ISHARES TR | $3,374.33万 | 1.25% | 175,920 | 3,549 | 2.1% | $68.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,863.59万 | 1.06% | 59,758 | 1,264 | 2.2% | $60.57万 | 加仓 |
| GOOGL | ALPHABET INC | $2,821.90万 | 1.04% | 98,133 | -557 | -0.6% | -$16.02万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD III | $2,574.92万 | 0.95% | 808,072 | 50,435 | 6.7% | $160.71万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2,439.29万 | 0.90% | 1,198,667 | 1,198,667 | — | $2,439.29万 | 新建仓 |
| AGG | ISHARES TR | $2,400.28万 | 0.89% | 241,793 | 12,076 | 5.3% | $119.88万 | 加仓 |
| IEFA | ISHARES TR | $2,205.32万 | 0.82% | 243,601 | 4,822 | 2.0% | $43.65万 | 加仓 |
| GOOG | ALPHABET INC | $2,167.69万 | 0.80% | 75,566 | 1,407 | 1.9% | $40.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,995.17万 | 0.74% | 67,826 | -1,054 | -1.5% | -$31.00万 | 减仓 |
| META | META PLATFORMS INC | $1,917.71万 | 0.71% | 33,519 | 4,270 | 14.6% | $244.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,880.43万 | 0.70% | 18,872 | 777 | 4.3% | $77.42万 | 加仓 |
| — | EXXON MOBIL CORP | $1,818.98万 | 0.67% | 107,213 | -6,452 | -5.7% | -$109.46万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,815.60万 | 0.67% | 358,743 | 18,395 | 5.4% | $93.10万 | 加仓 |
| WMT | WALMART INC | $1,737.46万 | 0.64% | 139,802 | 1,271 | 0.9% | $15.80万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,726.70万 | 0.64% | 45,037 | 4,670 | 11.6% | $179.05万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,714.36万 | 0.63% | 883,234 | 23,130 | 2.7% | $44.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,678.09万 | 0.62% | 33,585 | -1,109 | -3.2% | -$55.41万 | 减仓 |
| AVGO | BROADCOM INC | $1,639.95万 | 0.61% | 52,985 | -1,347 | -2.5% | -$41.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,617.06万 | 0.60% | 27,061 | 4,022 | 17.5% | $240.34万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,598.62万 | 0.59% | 208,861 | 24,073 | 13.0% | $184.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,575.60万 | 0.58% | 80,306 | 6,640 | 9.0% | $130.28万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,537.21万 | 0.57% | 74,297 | -1,670 | -2.2% | -$34.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,518.34万 | 0.56% | 34,761 | -1,458 | -4.0% | -$63.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,467.13万 | 0.54% | 60,020 | 24 | 0.0% | $5,867 | 加仓 |
| IAU | ISHARES GOLD TR | $1,359.00万 | 0.50% | 154,152 | -50,431 | -24.7% | -$444.60万 | 减仓 |
| TSLA | TESLA INC | $1,334.80万 | 0.49% | 35,906 | 470 | 1.3% | $17.47万 | 加仓 |
| SGOV | ISHARES TR | $1,332.89万 | 0.49% | 132,415 | -21,319 | -13.9% | -$214.60万 | 减仓 |
| CAT | CATERPILLAR INC | $1,330.50万 | 0.49% | 18,780 | 161 | 0.9% | $11.41万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,277.15万 | 0.47% | 123,551 | 4,507 | 3.8% | $46.59万 | 加仓 |
| V | VISA INC | $1,253.31万 | 0.46% | 41,467 | 2,865 | 7.4% | $86.59万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,162.19万 | 0.43% | 238,397 | 1,174 | 0.5% | $5.72万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $1,134.28万 | 0.42% | 394,534 | -39,091 | -9.0% | -$112.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,121.71万 | 0.41% | 76,683 | 4,186 | 5.8% | $61.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,110.81万 | 0.41% | 83,582 | -568 | -0.7% | -$7.55万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $1,105.88万 | 0.41% | 267,637 | 45,382 | 20.4% | $187.52万 | 加仓 |
| KO | COCA COLA CO | $1,101.41万 | 0.41% | 144,827 | -1,786 | -1.2% | -$13.58万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,032.52万 | 0.38% | 43,452 | 2,657 | 6.5% | $63.14万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,027.05万 | 0.38% | 227,626 | 14,561 | 6.8% | $65.70万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,008.17万 | 0.37% | 147,956 | -88,398 | -37.4% | -$602.35万 | 减仓 |
| IWF | ISHARES TR | $994.11万 | 0.37% | 23,314 | -6,750 | -22.5% | -$287.82万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $989.64万 | 0.37% | 139,563 | -966 | -0.7% | -$6.85万 | 减仓 |
| ABBV | ABBVIE INC | $974.63万 | 0.36% | 44,813 | -2,651 | -5.6% | -$57.66万 | 减仓 |
| OKE | ONEOK INC NEW | $968.50万 | 0.36% | 107,147 | 3,086 | 3.0% | $27.89万 | 加仓 |
| USMV | ISHARES TR | $960.41万 | 0.36% | 103,559 | -2,240 | -2.1% | -$20.77万 | 减仓 |
| IEMG | ISHARES INC | $960.24万 | 0.36% | 137,669 | -4,249 | -3.0% | -$29.64万 | 减仓 |
| EQIN | COLUMBIA ETF TR I | $931.77万 | 0.34% | 189,583 | 6,836 | 3.7% | $33.60万 | 加仓 |
| CSCO | CISCO SYS INC | $923.15万 | 0.34% | 118,978 | 7,057 | 6.3% | $54.76万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $907.43万 | 0.34% | 37,437 | 850 | 2.3% | $20.60万 | 加仓 |
| MRK | MERCK & CO INC | $896.75万 | 0.33% | 74,549 | 2,186 | 3.0% | $26.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $856.59万 | 0.32% | 29,828 | 451 | 1.5% | $12.95万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $838.37万 | 0.31% | 167,005 | -6,999 | -4.0% | -$35.14万 | 减仓 |
| IWM | ISHARES TR | $822.08万 | 0.30% | 33,148 | -1,168 | -3.4% | -$28.97万 | 减仓 |
| WFC | WELLS FARGO & CO | $821.85万 | 0.30% | 103,235 | -2,880 | -2.7% | -$22.93万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $796.79万 | 0.29% | 110,773 | 37,898 | 52.0% | $272.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $787.07万 | 0.29% | 87,853 | -2,856 | -3.1% | -$25.59万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $780.78万 | 0.29% | 16,857 | -1,060 | -5.9% | -$49.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $766.74万 | 0.28% | 61,275 | -18,602 | -23.3% | -$232.77万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $764.05万 | 0.28% | 77,663 | -5,003 | -6.1% | -$49.22万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $760.28万 | 0.28% | 23,699 | 3,257 | 15.9% | $104.49万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $756.41万 | 0.28% | 102,717 | 2,385 | 2.4% | $17.56万 | 加仓 |
| MCD | MCDONALDS CORP | $751.99万 | 0.28% | 24,196 | 508 | 2.1% | $15.79万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $743.56万 | 0.27% | 148,563 | 90,698 | 156.7% | $453.94万 | 加仓 |
| IWS | ISHARES TR | $736.23万 | 0.27% | 50,516 | 42,440 | 525.5% | $618.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $732.14万 | 0.27% | 44,281 | -338 | -0.8% | -$5.59万 | 减仓 |
| ET | ENERGY TRANSFER L P | $723.25万 | 0.27% | 374,743 | 11,704 | 3.2% | $22.59万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $721.21万 | 0.27% | 87,155 | -10,536 | -10.8% | -$87.19万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $719.42万 | 0.27% | 712,301 | 57,759 | 8.8% | $58.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $708.41万 | 0.26% | 32,940 | -831 | -2.5% | -$17.87万 | 减仓 |
| IWD | ISHARES TR | $696.46万 | 0.26% | 32,595 | -2,987 | -8.4% | -$63.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $678.22万 | 0.25% | 20,069 | 383 | 1.9% | $12.94万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $674.82万 | 0.25% | 361,632 | 26,380 | 7.9% | $49.23万 | 加仓 |
| IJS | ISHARES TR | $670.44万 | 0.25% | 56,601 | 153 | 0.3% | $1.81万 | 加仓 |
| MS | MORGAN STANLEY | $665.97万 | 0.25% | 40,467 | 9,671 | 31.4% | $159.16万 | 加仓 |
| NLR | VANECK ETF TRUST | $663.19万 | 0.25% | 49,793 | -2,381 | -4.6% | -$31.71万 | 减仓 |
| EFA | ISHARES TR | $653.79万 | 0.24% | 67,311 | -3,739 | -5.3% | -$36.32万 | 减仓 |
| HD | HOME DEPOT INC | $653.67万 | 0.24% | 19,875 | -281 | -1.4% | -$9.24万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $653.53万 | 0.24% | 22,497 | 18,122 | 414.2% | $526.44万 | 加仓 |
| NFLX | NETFLIX INC. | $650.60万 | 0.24% | 67,666 | 5,046 | 8.1% | $48.52万 | 加仓 |
| PEP | PEPSICO INC | $649.84万 | 0.24% | 41,847 | 703 | 1.7% | $10.92万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $649.25万 | 0.24% | 230,722 | 4,558 | 2.0% | $12.83万 | 加仓 |
| TLT | ISHARES TR | $647.83万 | 0.24% | 74,730 | -2,063 | -2.7% | -$17.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $647.09万 | 0.24% | 98,059 | -1,946 | -1.9% | -$12.84万 | 减仓 |
| IJR | ISHARES TR | $643.98万 | 0.24% | 51,804 | 1,152 | 2.3% | $14.32万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $642.37万 | 0.24% | 101,544 | 17,836 | 21.3% | $112.83万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $637.09万 | 0.24% | 150,898 | 3,734 | 2.5% | $15.76万 | 加仓 |
| LLY | ELI LILLY & CO | $634.27万 | 0.23% | 6,896 | 526 | 8.3% | $48.38万 | 加仓 |
| BA | BOEING CO | $632.02万 | 0.23% | 31,755 | 877 | 2.8% | $17.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $611.03万 | 0.23% | 157,238 | 328 | 0.2% | $1.27万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $597.92万 | 0.22% | 54,510 | 2,543 | 4.9% | $27.89万 | 加仓 |
| ICSH | ISHARES TR | $588.27万 | 0.22% | 116,213 | -8,325 | -6.7% | -$42.14万 | 减仓 |
| APH | AMPHENOL CORP | $587.59万 | 0.22% | 46,505 | -1,546 | -3.2% | -$19.53万 | 减仓 |