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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.22亿 | 3.98% | 420,714 | -5,667 | -1.3% | -$163.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,982.16万 | 2.94% | 121,974 | 1,281 | 1.1% | $94.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,266.52万 | 2.70% | 413,140 | 10,981 | 2.7% | $219.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,454.91万 | 2.11% | 86,438 | -2,039 | -2.3% | -$152.27万 | 减仓 |
| IVV | ISHARES TR | $5,955.43万 | 1.95% | 79,523 | -7,942 | -9.1% | -$594.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,666.50万 | 1.85% | 151,909 | 2,338 | 1.6% | $87.21万 | 加仓 |
| — | TWO RDS SHARED TR | $5,531.93万 | 1.81% | 1,190,369 | 110,767 | 10.3% | $514.76万 | 加仓 |
| AMZN | AMAZON COM INC | $5,310.75万 | 1.74% | 222,822 | 1,375 | 0.6% | $32.77万 | 加仓 |
| QUAL | ISHARES TR | $3,899.77万 | 1.27% | 177,723 | 1,803 | 1.0% | $39.56万 | 加仓 |
| GOOGL | ALPHABET INC | $3,572.27万 | 1.17% | 99,960 | 1,827 | 1.9% | $65.29万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $3,410.68万 | 1.11% | 909,879 | 101,807 | 12.6% | $381.62万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,358.54万 | 1.10% | 51,206 | 6,169 | 13.7% | $404.62万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,144.63万 | 1.03% | 622,822 | -96,944 | -13.5% | -$489.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,061.02万 | 1.00% | 61,173 | 1,415 | 2.4% | $70.80万 | 加仓 |
| GOOG | ALPHABET INC | $2,636.35万 | 0.86% | 74,614 | -952 | -1.3% | -$33.64万 | 减仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $2,460.25万 | 0.80% | 1,219,756 | 21,089 | 1.8% | $42.54万 | 加仓 |
| AGG | ISHARES TR | $2,452.21万 | 0.80% | 247,748 | 5,955 | 2.5% | $58.94万 | 加仓 |
| IEFA | ISHARES TR | $2,378.03万 | 0.78% | 246,223 | 2,622 | 1.1% | $25.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,307.62万 | 0.75% | 70,498 | 2,672 | 3.9% | $87.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,291.55万 | 0.75% | 105,151 | 24,845 | 30.9% | $541.45万 | 加仓 |
| META | META PLATFORMS INC | $2,090.70万 | 0.68% | 37,116 | 3,597 | 10.7% | $202.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,011.65万 | 0.66% | 29,290 | 2,229 | 8.2% | $153.09万 | 加仓 |
| AVGO | BROADCOM INC | $1,942.32万 | 0.63% | 51,418 | -1,567 | -3.0% | -$59.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,906.50万 | 0.62% | 216,943 | 8,082 | 3.9% | $71.02万 | 加仓 |
| CAT | CATERPILLAR INC | $1,867.37万 | 0.61% | 17,536 | -1,244 | -6.6% | -$132.47万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,785.65万 | 0.58% | 353,105 | -5,638 | -1.6% | -$28.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,766.65万 | 0.58% | 18,885 | 13 | 0.1% | $1.22万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1,756.83万 | 0.57% | 891,794 | 8,560 | 1.0% | $16.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,683.71万 | 0.55% | 14,587 | -1,007 | -6.5% | -$116.23万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,672.88万 | 0.55% | 32,572 | -1,013 | -3.0% | -$52.03万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $1,644.30万 | 0.54% | 399,487 | 131,850 | 49.3% | $542.70万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,583.42万 | 0.52% | 83,110 | -472 | -0.6% | -$8.99万 | 减仓 |
| WMT | WALMART INC | $1,521.03万 | 0.50% | 134,295 | -5,507 | -3.9% | -$62.37万 | 减仓 |
| V | VISA INC | $1,467.80万 | 0.48% | 42,782 | 1,315 | 3.2% | $45.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,453.68万 | 0.48% | 57,238 | -2,782 | -4.6% | -$70.65万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,419.75万 | 0.46% | 125,775 | 2,224 | 1.8% | $25.10万 | 加仓 |
| SGOV | ISHARES TR | $1,400.13万 | 0.46% | 139,081 | 6,666 | 5.0% | $67.11万 | 加仓 |
| CSCO | CISCO SYS INC | $1,392.40万 | 0.46% | 118,543 | -435 | -0.4% | -$5.11万 | 减仓 |
| TSLA | TESLA INC | $1,377.28万 | 0.45% | 32,746 | -3,160 | -8.8% | -$132.91万 | 减仓 |
| IWF | ISHARES TR | $1,334.70万 | 0.44% | 107,490 | 14,234 | 15.3% | $176.74万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,325.01万 | 0.43% | 43,734 | 282 | 0.6% | $8.54万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,307.74万 | 0.43% | 22,512 | -657 | -2.8% | -$38.17万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,292.59万 | 0.42% | 226,850 | -11,547 | -4.8% | -$65.79万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $1,228.20万 | 0.40% | 425,647 | 31,113 | 7.9% | $89.78万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,213.72万 | 0.40% | 73,222 | -1,075 | -1.4% | -$17.82万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,204.18万 | 0.39% | 232,961 | 5,335 | 2.3% | $27.58万 | 加仓 |
| KO | COCA COLA CO | $1,166.31万 | 0.38% | 143,510 | -1,317 | -0.9% | -$10.70万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,142.34万 | 0.37% | 139,412 | -151 | -0.1% | -$1.24万 | 减仓 |
| IEMG | ISHARES INC | $1,136.42万 | 0.37% | 137,183 | -486 | -0.4% | -$4.03万 | 减仓 |
| ABBV | ABBVIE INC | $1,115.18万 | 0.36% | 44,316 | -497 | -1.1% | -$12.51万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,098.85万 | 0.36% | 39,076 | 1,639 | 4.4% | $46.09万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,074.31万 | 0.35% | 200,394 | 95,270 | 90.6% | $510.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,065.84万 | 0.35% | 123,734 | -84,832 | -40.7% | -$730.74万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,044.94万 | 0.34% | 24,219 | -484 | -2.0% | -$20.88万 | 减仓 |
| IWM | ISHARES TR | $1,028.67万 | 0.34% | 34,238 | 1,090 | 3.3% | $32.75万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,002.87万 | 0.33% | 124,472 | 5,160 | 4.3% | $41.57万 | 加仓 |
| SOXX | ISHARES TR | $991.32万 | 0.32% | 15,471 | 196 | 1.3% | $12.56万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $988.89万 | 0.32% | 192,761 | 3,178 | 1.7% | $16.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $978.93万 | 0.32% | 26,455 | 2,756 | 11.6% | $101.98万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $966.51万 | 0.32% | 93,745 | 45,779 | 95.4% | $471.98万 | 加仓 |
| MRK | MERCK & CO INC | $963.95万 | 0.31% | 75,015 | 466 | 0.6% | $5.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $961.96万 | 0.31% | 20,143 | 74 | 0.4% | $3.53万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $958.43万 | 0.31% | 67,547 | 6,272 | 10.2% | $88.99万 | 加仓 |
| USMV | ISHARES TR | $952.63万 | 0.31% | 98,759 | -4,800 | -4.6% | -$46.30万 | 减仓 |
| IWD | ISHARES TR | $943.42万 | 0.31% | 38,915 | 6,320 | 19.4% | $153.22万 | 加仓 |
| OKE | ONEOK INC NEW | $937.49万 | 0.31% | 107,832 | 685 | 0.6% | $5.96万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $929.09万 | 0.30% | 185,411 | 36,848 | 24.8% | $184.65万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $917.97万 | 0.30% | 71,823 | 17,313 | 31.8% | $221.28万 | 加仓 |
| LLY | ELI LILLY & CO | $914.04万 | 0.30% | 7,621 | 725 | 10.5% | $86.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $904.18万 | 0.30% | 77,499 | 816 | 1.1% | $9.52万 | 加仓 |
| SBUX | STARBUCKS CORP | $883.39万 | 0.29% | 86,446 | -1,407 | -1.6% | -$14.38万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $871.48万 | 0.28% | 120,770 | 9,997 | 9.0% | $72.14万 | 加仓 |
| MS | MORGAN STANLEY | $855.32万 | 0.28% | 40,917 | 450 | 1.1% | $9.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $853.88万 | 0.28% | 19,705 | -85 | -0.4% | -$3.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $853.59万 | 0.28% | 103,291 | 56 | 0.1% | $4,628 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $850.33万 | 0.28% | 16,278 | -579 | -3.4% | -$30.25万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $849.30万 | 0.28% | 79,005 | 1,342 | 1.7% | $14.43万 | 加仓 |
| APH | AMPHENOL CORP | $797.98万 | 0.26% | 45,258 | -1,247 | -2.7% | -$21.99万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $782.36万 | 0.26% | 43,246 | -1,035 | -2.3% | -$18.72万 | 减仓 |
| IWS | ISHARES TR | $779.38万 | 0.25% | 47,350 | -3,166 | -6.3% | -$52.11万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $778.22万 | 0.25% | 761,468 | 49,167 | 6.9% | $50.25万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $766.07万 | 0.25% | 92,688 | 5,533 | 6.3% | $45.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $760.22万 | 0.25% | 32,128 | -812 | -2.5% | -$19.21万 | 减仓 |
| GGUS | GOLDMAN SACHS ETF TR | $757.61万 | 0.25% | 111,005 | 50,446 | 83.3% | $344.30万 | 加仓 |
| EFA | ISHARES TR | $755.54万 | 0.25% | 72,732 | 5,421 | 8.1% | $56.31万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $754.73万 | 0.25% | 102,811 | 94 | 0.1% | $6,901 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $749.62万 | 0.24% | 104,857 | 3,313 | 3.3% | $23.68万 | 加仓 |
| IJR | ISHARES TR | $738.14万 | 0.24% | 49,770 | -2,034 | -3.9% | -$30.17万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $727.76万 | 0.24% | 96,854 | 41,316 | 74.4% | $310.45万 | 加仓 |
| ET | ENERGY TRANSFER L P | $723.48万 | 0.24% | 378,389 | 3,646 | 1.0% | $6.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $722.20万 | 0.24% | 170,572 | 3,567 | 2.1% | $15.10万 | 加仓 |
| IJS | ISHARES TR | $717.39万 | 0.23% | 52,487 | -4,114 | -7.3% | -$56.23万 | 减仓 |
| MO | ALTRIA GROUP INC | $703.76万 | 0.23% | 97,813 | -246 | -0.3% | -$1.77万 | 减仓 |
| BA | BOEING CO | $702.38万 | 0.23% | 32,447 | 692 | 2.2% | $14.98万 | 加仓 |
| KLAC | KLA CORP | $701.70万 | 0.23% | 23,257 | -4,323 | -15.7% | -$130.43万 | 减仓 |
| IJT | ISHARES TR | $698.22万 | 0.23% | 39,094 | 834 | 2.2% | $14.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $690.36万 | 0.23% | 9,549 | -2,386 | -20.0% | -$172.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $681.49万 | 0.22% | 153,627 | -3,611 | -2.3% | -$16.02万 | 减仓 |
| IVW | ISHARES TR | $679.47万 | 0.22% | 49,405 | 2,455 | 5.2% | $33.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $678.46万 | 0.22% | 89,851 | -64,301 | -41.7% | -$485.54万 | 减仓 |