Sowell Financial Services LLC
- SEC CIK
- 0001633697
- 最新申報
- 2026/7/17
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 277
- 較 2022 年第 1 季 +104
- 總值
- $10.8 億
- 較 2022 年第 1 季 +$5.11 億 (+89.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 1,602,285 | $1.38 億 | 12.8% | +1,602,285 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,184,259 | $5,965 萬 | 5.5% | +507,664+75.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 283,720 | $5,557 萬 | 5.1% | +283,720 | 新進 | – |
| WMTWalmart Inc. | Stock | 339,532 | $4,128 萬 | 3.8% | +311,712+1,120.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 656,386 | $3,005 萬 | 2.8% | +656,386 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 116,803 | $3,000 萬 | 2.8% | +74,927+178.9% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 359,588 | $2,790 萬 | 2.6% | +359,588 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 582,710 | $1,776 萬 | 1.6% | +582,710 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 204,989 | $1,566 萬 | 1.4% | +204,989 | 新進 | – |
| VZVerizon Communications Inc | Stock | 298,301 | $1,514 萬 | 1.4% | +239,278+405.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 35,322 | $1,337 萬 | 1.2% | +9,356+36.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R407 | NASDAQ BUYWRITE | 253,090 | $1,275 萬 | 1.2% | +146,391+137.2% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 68,343 | $1,248 萬 | 1.2% | +53,525+361.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 69,350 | $1,231 萬 | 1.1% | +53,502+337.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 190,786 | $1,209 萬 | 1.1% | +136,007+248.3% | 加碼 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 298,480 | $1,206 萬 | 1.1% | +298,480 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 211,763 | $1,179 萬 | 1.1% | +211,763 | 新進 | – |
| Two RDS Shared Tr90214Q105 | AFFINITY WORLD | 493,189 | $1,095 萬 | 1.0% | +173,902+54.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 147,836 | $1,043 萬 | 1.0% | +147,836 | 新進 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 156,625 | $1,039 萬 | 1.0% | +34,557+28.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 195,796 | $1,037 萬 | 1.0% | +195,796 | 新進 | – |
| CVXChevron Corp | Stock | 71,488 | $1,035 萬 | 1.0% | +57,723+419.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 116,220 | $995.3 萬 | 0.9% | +87,310+302.0% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 216,504 | $983.9 萬 | 0.9% | +216,504 | 新進 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 544,793 | $974.5 萬 | 0.9% | +184,216+51.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 167,178 | $876.5 萬 | 0.8% | +135,619+429.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 16,081 | $826.0 萬 | 0.8% | +16,081 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 54,166 | $821.3 萬 | 0.8% | +15,409+39.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 209,023 | $783.9 萬 | 0.7% | +209,023 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 44,679 | $684.3 萬 | 0.6% | +26,537+146.3% | 加碼 | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 153,444 | $673.3 萬 | 0.6% | +153,444 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 134,618 | $662.0 萬 | 0.6% | +134,618 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 58,721 | $661.3 萬 | 0.6% | +45,081+330.5% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 38,549 | $649.4 萬 | 0.6% | +12,872+50.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 83,864 | $640.6 萬 | 0.6% | +83,864 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 66,802 | $613.5 萬 | 0.6% | +66,802 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 59,603 | $595.9 萬 | 0.6% | +59,603 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 170,463 | $584.9 萬 | 0.5% | +66,215+63.5% | 加碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 147,306 | $575.4 萬 | 0.5% | +147,306 | 新進 | – |
| QCOMQualcomm Inc | Stock | 44,299 | $565.9 萬 | 0.5% | +29,049+190.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 60,805 | $563.4 萬 | 0.5% | +30,969+103.8% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 265,036 | $555.5 萬 | 0.5% | +196,542+286.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 17,500 | $552.1 萬 | 0.5% | +17,500 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 113,027 | $550.6 萬 | 0.5% | +90,660+405.3% | 加碼 | – |
| VVisa Inc. | Stock | 27,806 | $547.5 萬 | 0.5% | +16,622+148.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 124,436 | $530.6 萬 | 0.5% | +114,433+1,144.0% | 加碼 | 歷史 |
| CORZCore Scientific, Inc. | COMMON STOCK | 3,449,688 | $514.0 萬 | 0.5% | +3,449,688 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 67,488 | $509.2 萬 | 0.5% | +67,488 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 20,431 | $504.4 萬 | 0.5% | +20,431 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 53,276 | $502.9 萬 | 0.5% | +36,614+219.7% | 加碼 | 歷史 |
| Listed FDS Tr53656F425 | ALEX PRA TAC ETF | 212,505 | $496.5 萬 | 0.5% | +36,835+21.0% | 加碼 | – |
| HUMHumana Inc | Stock | 10,328 | $484.2 萬 | 0.4% | +10,328 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 124,015 | $473.0 萬 | 0.4% | +103,140+494.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 118,891 | $465.7 萬 | 0.4% | +95,998+419.3% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 54,114 | $465.7 萬 | 0.4% | +54,114 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 26,126 | $456.3 萬 | 0.4% | +16,064+159.7% | 加碼 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 22,505 | $441.2 萬 | 0.4% | +22,505 | 新進 | – |
| SYYSysco Corp | Stock | 51,068 | $435.0 萬 | 0.4% | +38,709+313.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 115,375 | $431.6 萬 | 0.4% | +94,339+448.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 100,393 | $428.3 萬 | 0.4% | +79,791+387.3% | 加碼 | 歷史 |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 232,477 | $416.8 萬 | 0.4% | +232,477 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 80,495 | $415.4 萬 | 0.4% | +70,160+678.9% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 65,759 | $412.9 萬 | 0.4% | +65,759 | 新進 | 歷史 |
| ProShares Tr74347B250 | PSHS SH MDCAP400 | 114,564 | $409.1 萬 | 0.4% | +95,976+516.3% | 加碼 | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 195,772 | $403.5 萬 | 0.4% | +69,026+54.5% | 加碼 | – |
| MMM3M Co | Stock | 30,809 | $398.7 萬 | 0.4% | +30,809 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24,589 | $396.5 萬 | 0.4% | +11,969+94.8% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 15,223 | $373.6 萬 | 0.3% | +15,223 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 25,538 | $367.2 萬 | 0.3% | +25,538 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 353,530 | $352.8 萬 | 0.3% | +331,479+1,503.2% | 加碼 | 歷史 |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 210,325 | $350.0 萬 | 0.3% | +55,731+36.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,198 | $341.9 萬 | 0.3% | −24,648−66.9% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 43,264 | $335.3 萬 | 0.3% | +17,092+65.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,693 | $328.2 萬 | 0.3% | +9,374+90.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 23,118 | $325.9 萬 | 0.3% | +23,118 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 79,806 | $325.6 萬 | 0.3% | +62,438+359.5% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 64,124 | $321.4 萬 | 0.3% | +50,434+368.4% | 加碼 | – |
| SLViShares Silver Trust | ETF | 170,452 | $317.7 萬 | 0.3% | +116,248+214.5% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 27,596 | $315.7 萬 | 0.3% | −734−2.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 31,891 | $307.8 萬 | 0.3% | −13,428−29.6% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 86,459 | $306.0 萬 | 0.3% | +86,459 | 新進 | – |
| DUKDuke Energy CORP | Stock | 28,321 | $303.6 萬 | 0.3% | +28,321 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 75,245 | $292.0 萬 | 0.3% | +17,713+30.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 10,400 | $285.2 萬 | 0.3% | +10,400 | 新進 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 85,692 | $283.9 萬 | 0.3% | +85,692 | 新進 | – |
| CLColgate Palmolive Co | Stock | 34,163 | $273.8 萬 | 0.3% | +34,163 | 新進 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 69,454 | $265.5 萬 | 0.2% | +69,454 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 55,330 | $257.1 萬 | 0.2% | +43,339+361.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,873 | $252.3 萬 | 0.2% | +17,873 | 新進 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 74,562 | $246.9 萬 | 0.2% | +74,562 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 27,111 | $245.2 萬 | 0.2% | +16,141+147.1% | 加碼 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 239,818 | $245.0 萬 | 0.2% | +116,660+94.7% | 加碼 | – |
| JJSFJ&J Snack Foods Corp | COM | 17,314 | $242.9 萬 | 0.2% | +17,314 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 10,553 | $240.4 萬 | 0.2% | +10,553 | 新進 | 歷史 |
| KRKroger Co | Stock | 49,753 | $235.5 萬 | 0.2% | +24,106+94.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 92,117 | $224.5 萬 | 0.2% | +54,673+146.0% | 加碼 | 歷史 |
| ORGNOrigin Materials, Inc. | COM | 448,099 | $222.0 萬 | 0.2% | +448,099 | 新進 | 歷史 |
| DNMRDanimer Scientific, Inc. | COM CL A | 485,770 | $221.5 萬 | 0.2% | +485,770 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 39,854 | $219.6 萬 | 0.2% | +17,121+75.3% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 14,118 | $219.2 萬 | 0.2% | +14,118 | 新進 | 歷史 |
2022 年第 1 季之後清倉（65 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Select Dividend ETF464287168 | ETF | 1,287,928 | $1.13 億 | 19.8% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 615,506 | $3,229 萬 | 5.7% | – |
| Vanguard S&P 500 ETF922908363 | ETF | 108,038 | $2,410 萬 | 4.2% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 251,840 | $2,171 萬 | 3.8% | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 445,355 | $1,588 萬 | 2.8% | – |
| AAPLApple Inc. | Stock | 98,857 | $1,578 萬 | 2.8% | 歷史 |
| FLOFlowers Foods Inc | COM | 432,636 | $1,112 萬 | 1.9% | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 136,412 | $811.6 萬 | 1.4% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 95,544 | $790.1 萬 | 1.4% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 79,001 | $592.8 萬 | 1.0% | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 96,171 | $514.5 萬 | 0.9% | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 95,939 | $470.3 萬 | 0.8% | – |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 89,665 | $468.9 萬 | 0.8% | – |
| Pacer FDS Tr69374H766 | INDUSTRIAL RELET | 118,580 | $447.4 萬 | 0.8% | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 58,940 | $376.5 萬 | 0.7% | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,996 | $334.8 萬 | 0.6% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 55,424 | $292.7 萬 | 0.5% | – |
| BACBank of America Corp | Stock | 65,107 | $241.7 萬 | 0.4% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 23,105 | $214.7 萬 | 0.4% | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 58,056 | $211.9 萬 | 0.4% | – |
| Fidelity High Dividend ETF316092840 | ETF | 49,768 | $206.9 萬 | 0.4% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 23,479 | $185.9 萬 | 0.3% | – |
| ABTAbbott Laboratories | Stock | 15,265 | $175.1 萬 | 0.3% | 歷史 |
| WisdomTree Tr97717W430 | HEDGED HI YLD BD | 38,692 | $164.8 萬 | 0.3% | – |
| APHAmphenol Corp | CL A | 22,521 | $155.7 萬 | 0.3% | 歷史 |
| Vanguard World FD921910709 | EXTENDED DUR | 13,138 | $144.7 萬 | 0.3% | – |
| iShares U S ETF Tr46431W606 | IT RT HDG HGYL | 32,445 | $139.8 萬 | 0.2% | – |
| Goldman Sachs ETF Tr381430545 | HEDGE IND ETF | 17,665 | $138.7 萬 | 0.2% | – |
| Direxion Shs ETF Tr25460G781 | DLY GOLD INDX 2X | 51,996 | $134.5 萬 | 0.2% | – |
| BVHBluegreen Vacations Holding Corp | CLASS A | 43,052 | $127.3 萬 | 0.2% | 歷史 |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 39,402 | $125.7 萬 | 0.2% | – |
| MCBMetropolitan Bank Holding Corp. | COM | 12,161 | $123.8 萬 | 0.2% | 歷史 |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 31,964 | $123.2 萬 | 0.2% | – |
| BXCBlueLinx Holdings Inc. | COM NEW | 15,513 | $111.5 萬 | 0.2% | 歷史 |
| RTXRTX Corp | Stock | 10,420 | $98.1 萬 | 0.2% | 歷史 |
| First Tr High Income L/S FD33738E109 | COM | 64,488 | $86.8 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33734X853 | INTL EQUITY OPP | 15,463 | $85.0 萬 | 0.1% | – |
| DDDuPont de Nemours, Inc. | COM | 12,375 | $82.7 萬 | 0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 18,266 | $78.4 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 10,367 | $70.9 萬 | 0.1% | 歷史 |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 36,016 | $70.2 萬 | 0.1% | – |
| Strategy Shs86280R803 | DAY HAGAN SMART | 27,452 | $69.5 萬 | 0.1% | – |
| CIENCiena Corp | COM NEW | 10,735 | $59.9 萬 | 0.1% | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 22,070 | $55.6 萬 | 0.1% | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 12,168 | $52.3 萬 | 0.1% | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 21,533 | $51.4 萬 | 0.1% | 歷史 |
| CFGCitizens Financial Group Inc | COM | 12,751 | $49.5 萬 | 0.1% | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 63,545 | $41.6 萬 | 0.1% | 歷史 |
| Timothy Plan887432342 | U S SM CP CORE | 11,179 | $36.9 萬 | 0.1% | – |
| WMBWilliams Companies, Inc. | COM | 10,144 | $35.0 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 25,846 | $33.6 萬 | 0.1% | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 11,315 | $33.4 萬 | 0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 11,782 | $29.4 萬 | 0.1% | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 13,184 | $28.4 萬 | <0.1% | 歷史 |
| DCHDauch Corp | COM | 41,346 | $27.3 萬 | <0.1% | 歷史 |
| ADTNADTRAN Holdings, Inc. | COM | 15,746 | $27.2 萬 | <0.1% | 歷史 |
| STLAStellantis N.V. | SHS | 16,525 | $26.9 萬 | <0.1% | 歷史 |
| UUPInvesco DB US Dollar Index Bullish Fund | BULLISH FD | 10,101 | $26.6 萬 | <0.1% | 歷史 |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 35,229 | $26.4 萬 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 10,825 | $26.0 萬 | <0.1% | – |
| GNKGenco Shipping & Trading Ltd | SHS | 11,922 | $25.6 萬 | <0.1% | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 17,134 | $23.9 萬 | <0.1% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 11,672 | $23.2 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 17,300 | $20.6 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 18,981 | – | – | – |