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Sowell Financial Services LLC

SEC CIK
0001633697
最新申報
2026/7/17

2023 年第 2 季持倉

持倉截至 2023/6/30,2023/8/14 申報。只含多頭部位,變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
550
較 2023 年第 1 季 −209
總值
$17.9 億
較 2023 年第 1 季 +$4.98 億 (+38.4%)
申報日
2023/8/14
SEC
Sowell Financial Services LLC 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock421,624$8,178 萬4.6%+106,451+33.8%加碼歷史
iShares Core S&P 500 ETF464287200ETF139,924$6,237 萬3.5%+30,686+28.1%加碼–
WMTWalmart Inc.Stock359,836$5,656 萬3.2%+153,253+74.2%加碼歷史
Invesco QQQ Trust Series I46090E103ETF126,064$4,663 萬2.6%+43,865+53.4%加碼–
MSFTMicrosoft CorpStock128,244$4,367 萬2.4%+24,328+23.4%加碼歷史
AMZNAmazon Com IncStock224,269$2,924 萬1.6%+53,107+31.0%加碼歷史
iShares Tr46429B655FLTG RATE NT ETF563,717$2,865 萬1.6%+563,717新進–
BRK.BBerkshire Hathaway IncStock65,172$2,222 萬1.2%+6,063+10.3%加碼歷史
NVDANVIDIA CorpStock48,196$2,039 萬1.1%+17,617+57.6%加碼歷史
SPYSPDR S&P 500 ETF TrustETF45,224$2,012 萬1.1%+14,302+46.3%加碼歷史
Two RDS Shared Tr90214Q105AFFINITY WORLD718,225$1,873 萬1.0%+147,695+25.9%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF136,900$1,846 萬1.0%+62,067+82.9%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD242,846$1,837 萬1.0%+242,846新進–
PIMCO ETF Tr72201R2051-5 US TIP IDX326,674$1,643 萬0.9%+100,978+44.7%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF313,403$1,571 萬0.9%+53,979+20.8%加碼–
XOMExxonMobil Holdings CorpCOM130,557$1,400 萬0.8%+8,778+7.2%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF142,142$1,392 萬0.8%+142,142新進–
Schwab US Dividend Equity ETF808524797ETF186,479$1,354 萬0.8%+159,582+593.3%加碼–
iShares Russell 1000 Growth ETF464287614ETF48,037$1,322 萬0.7%+14,674+44.0%加碼–
Vanguard Morningstar Growth ETF922908736ETF46,190$1,307 萬0.7%+43,085+1,387.6%加碼–
JNJJohnson & JohnsonStock78,605$1,301 萬0.7%+22,948+41.2%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF57,710$1,271 萬0.7%−14,697−20.3%減碼–
GOOGLAlphabet Inc.Stock101,199$1,211 萬0.7%+34,994+52.9%加碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF250,821$1,208 萬0.7%+107,442+74.9%加碼–
CVXChevron CorpStock76,740$1,208 萬0.7%+15,926+26.2%加碼歷史
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH603,539$1,170 萬0.7%+197,470+48.6%加碼–
SPDR Index Shs FDS78463X434ST STR MSCI EAFE166,562$1,165 萬0.6%+54,843+49.1%加碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF116,714$1,164 萬0.6%+22,683+24.1%加碼–
UPSUnited Parcel Service IncStock63,833$1,144 萬0.6%+27,273+74.6%加碼歷史
VZVerizon Communications IncStock301,493$1,121 萬0.6%+87,257+40.7%加碼歷史
Invesco Nasdaq 100 ETF46138G649ETF72,878$1,108 萬0.6%+13,322+22.4%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF47,842$1,053 萬0.6%+21,047+78.5%加碼–
JPMJPMorgan Chase & CoStock71,673$1,042 萬0.6%+13,105+22.4%加碼歷史
Vanguard S&P 500 ETF922908363ETF25,414$1,039 萬0.6%−14,245−35.9%減碼–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF113,233$1,037 萬0.6%+52,605+86.8%加碼–
KOCoca Cola CoStock170,552$1,035 萬0.6%+12,814+8.1%加碼歷史
GOOGAlphabet Inc.Stock83,888$1,015 萬0.6%+15,748+23.1%加碼歷史
Vanguard Morningstar Value ETF922908744ETF64,059$910.2 萬0.5%+22,444+53.9%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL144,597$908.2 萬0.5%−5,076−3.4%減碼–
GLDSPDR Gold TrustETF50,006$891.5 萬0.5%+18,790+60.2%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF50,608$879.9 萬0.5%+21,163+71.9%加碼–
TSLATesla, Inc.Stock33,091$866.2 萬0.5%+7,639+30.0%加碼歷史
BACBank of America CorpStock299,348$858.8 萬0.5%+47,099+18.7%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM153,228$847.8 萬0.5%+83,983+121.3%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF102,672$833.2 萬0.5%+22,674+28.3%加碼–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP221,199$818.2 萬0.5%+86,296+64.0%加碼–
SBUXStarbucks CorpStock82,435$816.6 萬0.5%+4,985+6.4%加碼歷史
Vanguard Star FDS921909768VG TL INTL STK F145,134$813.9 萬0.5%+117,594+427.0%加碼–
ABBVAbbVie Inc.Stock58,795$792.1 萬0.4%+16,027+37.5%加碼歷史
CSCOCisco Systems, Inc.Stock150,331$777.8 萬0.4%+25,242+20.2%加碼歷史
MRKMerck & Co., Inc.Stock66,074$767.3 萬0.4%+6,186+10.3%加碼歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW126,513$753.1 萬0.4%+3,724+3.0%加碼–
COSTCostco Wholesale CorpStock13,523$728.1 萬0.4%+1,575+13.2%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY72,165$726.2 萬0.4%+72,165新進–
UNHUnitedHealth Group IncStock14,913$716.8 萬0.4%+6,141+70.0%加碼歷史
BABoeing CoStock33,692$711.4 萬0.4%+4,542+15.6%加碼歷史
iShares Russell 2000 ETF464287655ETF37,824$708.3 萬0.4%+9,375+33.0%加碼–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF326,727$703.8 萬0.4%+156,623+92.1%加碼–
First Tr Exchange-Traded FD33734H106SHS171,314$686.8 萬0.4%+58,766+52.2%加碼–
Flexshares Tr33939L886ULTR SHO INC FD88,575$663.9 萬0.4%+5,638+6.8%加碼–
MCDMcDonalds CorpStock22,138$660.6 萬0.4%+2,913+15.2%加碼歷史
Listed FDS Tr53656F425ALEX PRA TAC ETF265,106$659.7 萬0.4%+265,106新進–
iShares Core S&P Small Cap ETF464287804ETF66,155$659.2 萬0.4%+33,505+102.6%加碼–
MAMastercard IncStock16,705$657.0 萬0.4%+788+5.0%加碼歷史
PEPPepsiCo IncStock34,877$646.0 萬0.4%+8,207+30.8%加碼歷史
VVisa Inc.Stock26,915$639.1 萬0.4%+4,417+19.6%加碼歷史
PFEPfizer IncStock173,735$637.2 萬0.4%+33,836+24.2%加碼歷史
METAMeta Platforms, Inc.Stock21,446$615.5 萬0.3%+6,747+45.9%加碼歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT113,405$613.3 萬0.3%+98,498+660.7%加碼–
TAT&T Inc.Stock383,521$611.7 萬0.3%+143,214+59.6%加碼歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD134,349$608.6 萬0.3%+52,429+64.0%加碼–
Dimensional ETF Trust25434V872CORE FIXE IN ETF140,666$587.0 萬0.3%+24,343+20.9%加碼–
ETEnergy Transfer LPCOM UT LTD PTN459,132$583.1 萬0.3%+87,605+23.6%加碼歷史
PMPhilip Morris International Inc.Stock58,096$574.0 萬0.3%+13,124+29.2%加碼歷史
IAUiShares Gold TrustETF156,669$570.1 萬0.3%−4,310−2.7%減碼歷史
iShares Tr464288414NATIONAL MUN ETF53,089$566.6 萬0.3%+45,088+563.5%加碼–
Global X FDS37954Y483NASDAQ 100 COVER307,610$546.0 萬0.3%+220,726+254.0%加碼–
QCOMQualcomm IncStock45,380$540.2 萬0.3%+14,571+47.3%加碼歷史
PGProcter & Gamble CoStock35,425$537.5 萬0.3%+10,951+44.7%加碼歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF57,865$531.3 萬0.3%+19,914+52.5%加碼–
WFCWells Fargo & CompanyStock123,510$527.1 萬0.3%+25,375+25.9%加碼歷史
HDHome Depot, Inc.Stock16,872$524.1 萬0.3%+5,547+49.0%加碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF47,423$523.8 萬0.3%+47,423新進–
Vanguard High Dividend Yield Index ETF921946406ETF49,368$523.6 萬0.3%+16,055+48.2%加碼–
BTZBlackRock Credit Allocation Income TrustCOM515,293$523.0 萬0.3%+42,383+9.0%加碼歷史
iShares Tr464288513IBOXX HI YD ETF69,352$520.6 萬0.3%+44,792+182.4%加碼–
iShares Tr46434V613CORE UNIVRSL USD113,591$516.5 萬0.3%+71,738+171.4%加碼–
DISWalt Disney CoStock56,103$500.9 萬0.3%+16,506+41.7%加碼歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF94,321$491.5 萬0.3%+44,276+88.5%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF179,675$487.8 萬0.3%+9,060+5.3%加碼–
LLYEli Lilly & CoStock10,362$486.0 萬0.3%+3,234+45.4%加碼歷史
MOAltria Group, Inc.Stock104,903$485.0 萬0.3%+6,928+7.1%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 113,824$476.4 萬0.3%+4,194+43.6%加碼歷史
ProShares Tr74347R206PSHS ULTRA QQQ73,361$472.3 萬0.3%+41,911+133.3%加碼–
iShares Russell Mid-Cap Growth ETF464287481ETF48,530$469.0 萬0.3%+48,530新進–
iShares Tr4642874571 3 YR TREAS BD57,593$467.0 萬0.3%+57,593新進–
TSNTyson Foods, Inc.Stock91,202$465.5 萬0.3%+39,057+74.9%加碼歷史
LOWLowes Companies IncStock20,506$462.8 萬0.3%+9,510+86.5%加碼歷史
IBMInternational Business Machines CorpStock34,377$460.0 萬0.3%+7,800+29.3%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF92,521$456.0 萬0.3%+26,156+39.4%加碼–

2023 年第 1 季之後清倉(316 檔)

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 316 檔。

Sowell Financial Services LLC 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
HUMHumana IncStock9,139$443.7 萬0.3%歷史
BRK.ABerkshire Hathaway IncCL A9$419.0 萬0.3%歷史
ELFe.l.f. Beauty, Inc.COM44,987$370.5 萬0.3%歷史
NFLXNetflix IncStock10,516$363.3 萬0.3%歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL72,202$357.5 萬0.3%–
TNKTeekay Tankers Ltd.CL A77,320$331.9 萬0.3%歷史
AVGOBroadcom Inc.Stock5,044$323.6 萬0.2%歷史
TMOThermo Fisher Scientific Inc.Stock5,148$296.7 萬0.2%歷史
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT56,781$271.8 萬0.2%–
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT32,519$235.9 萬0.2%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF74,368$220.4 萬0.2%–
iShares Semiconductor ETF464287523ETF4,444$197.6 萬0.2%–
PWRQuanta Services, Inc.COM11,805$196.7 萬0.2%歷史
iShares S&P Mid-Cap 400 Value ETF464287705ETF18,007$185.1 萬0.1%–
Vanguard World FD921910733ESG US STK ETF24,750$177.5 萬0.1%–
Vanguard Health Care ETF92204A504ETF7,211$172.0 萬0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF24,571$166.6 萬0.1%–
WSOWatsco IncCOM5,179$164.8 萬0.1%歷史
iShares Tr46434V1000-5YR INVT GR CP33,761$163.7 萬0.1%–
CBTCabot CorpCOM21,220$162.6 萬0.1%歷史
MKLMarkel Group Inc.COM1,239$158.3 萬0.1%歷史
DHRDanaher CorpStock6,037$152.2 萬0.1%歷史
iShares Tr464287549EXPND TEC SC ETF4,410$149.6 萬0.1%–
SNDXSyndax Pharmaceuticals IncCOM69,748$147.3 萬0.1%歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD62,423$146.6 萬0.1%–
iShares Tr464287689RUSSELL 3000 ETF6,125$144.2 萬0.1%–
LMTLockheed Martin CorpStock2,940$139.0 萬0.1%歷史
Vanguard Information Technology ETF92204A702ETF3,593$138.5 萬0.1%–
iShares Tr464287515EXPANDED TECH4,281$130.4 萬0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF40,475$130.0 萬0.1%–
ABNBAirbnb, Inc.Stock10,349$128.7 萬0.1%歷史
GSGoldman Sachs Group IncStock3,867$126.5 萬0.1%歷史
HONHoneywell International IncCOM6,319$120.8 萬0.1%歷史
LRCXLam Research CorpCOM2,266$120.1 萬0.1%歷史
DEDeere & CoStock2,873$118.6 萬0.1%歷史
ADPAutomatic Data Processing IncStock4,968$110.6 萬0.1%歷史
PRVAPrivia Health Group, Inc.COM39,498$109.1 萬0.1%歷史
First Trust Dow Jones Internet Index Fund33733E302ETF7,311$108.1 萬0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF16,694$104.0 萬0.1%–
iShares U.S. Healthcare Providers ETF464288828ETF4,148$102.5 萬0.1%–
BUDAnheuser-Busch InBev SA/NVADR15,144$101.1 萬0.1%歷史
VRTXVertex Pharmaceuticals IncStock3,188$100.4 萬0.1%歷史
KMBKimberly Clark CorpStock7,315$98.2 萬0.1%歷史
GWWW.W. Grainger, Inc.Stock1,413$97.3 萬0.1%歷史
CMICummins IncStock4,025$96.1 萬0.1%歷史
BLKBlackRock, Inc.COM1,433$95.9 萬0.1%歷史
APDAir Products & Chemicals, Inc.Stock3,328$95.6 萬0.1%歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF6,398$89.0 萬0.1%–
iShares Tr464287762US HLTHCARE ETF3,232$88.2 萬0.1%–
NOCNorthrop Grumman CorpStock1,894$87.5 萬0.1%歷史
ACNAccenture plcStock3,042$87.0 萬0.1%歷史
AWKAmerican Water Works Company, Inc.Stock5,854$85.7 萬0.1%歷史
DRIDarden Restaurants IncCOM5,467$84.8 萬0.1%歷史
ADBEAdobe Inc.Stock2,156$83.1 萬0.1%歷史
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD28,534$79.6 萬0.1%歷史
BNOUnited States Brent Oil Fund, LPETF29,725$79.0 萬0.1%歷史
ATVIActivision Blizzard, Inc.COM8,921$76.4 萬0.1%歷史
TMUST-Mobile US, Inc.Stock5,251$76.1 萬0.1%歷史
iShares S&P Small-Cap 600 Growth ETF464287887ETF6,816$74.9 萬0.1%–
VVRInvesco Senior Income TrustCOM200,537$73.8 萬0.1%歷史
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF7,339$73.6 萬0.1%–
ProShares Tr74348A467S&P 500 DV ARIST8,068$73.6 萬0.1%–
VLOValero Energy CorpStock5,255$73.4 萬0.1%歷史
ITWIllinois Tool Works IncStock2,992$72.8 萬0.1%歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS31,200$72.1 萬0.1%歷史
URIUnited Rentals, Inc.COM1,813$71.7 萬0.1%歷史
NOWServiceNow, Inc.Stock1,540$71.6 萬0.1%歷史
CORZCore Scientific, Inc.COMMON STOCK2,352,803$71.5 萬0.1%歷史
YUMYum Brands IncStock5,250$69.3 萬0.1%歷史
TSCOTractor Supply CoCOM2,946$69.2 萬0.1%歷史
PRUPrudential Financial IncStock8,333$68.9 萬0.1%歷史
FELEFranklin Electric Co IncCOM7,141$67.2 萬0.1%歷史
iShares Tr464287739U.S. REAL ES ETF7,882$66.9 萬0.1%–
PLDPrologis, Inc.REIT5,357$66.8 萬0.1%歷史
Flexshares Tr33939L662HIG YLD VL ETF16,132$65.7 萬0.1%–
iShares Tr464288281JPMORGAN USD EMG7,598$65.6 萬0.1%–
PANWPalo Alto Networks IncStock3,245$64.8 萬<0.1%歷史
EMNEastman Chemical CoStock7,635$64.4 萬<0.1%歷史
ELVElevance Health, Inc.Stock1,398$64.3 萬<0.1%歷史
CNICanadian National Railway CoStock5,341$63.0 萬<0.1%歷史
INTUIntuit Inc.Stock1,408$62.8 萬<0.1%歷史
ZTSZoetis Inc.Stock3,764$62.7 萬<0.1%歷史
BKNGBooking Holdings Inc.Stock236$62.6 萬<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM14,719$62.4 萬<0.1%歷史
Invesco Exchange Traded FD T46137V217S&P MDCP400 PR3,336$61.1 萬<0.1%–
ALBAlbemarle CorpStock2,664$58.9 萬<0.1%歷史
CDWCDW CorpCOM3,022$58.9 萬<0.1%歷史
CCICrown Castle Inc.REIT4,238$56.7 萬<0.1%歷史
UNPUnion Pacific CorpStock2,749$55.3 萬<0.1%歷史
HCAHCA Healthcare, Inc.COM2,074$54.7 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR5,144$52.6 萬<0.1%歷史
SPGSimon Property Group Inc.REIT4,645$52.0 萬<0.1%歷史
TTTrane Technologies plcSHS2,817$51.8 萬<0.1%歷史
WisdomTree Tr97717W307US LARGECAP DIVD8,354$51.7 萬<0.1%–
PNFPPinnacle Financial Partners, Inc.COM9,278$51.2 萬<0.1%歷史
MUMicron Technology IncStock8,403$50.7 萬<0.1%歷史
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG6,245$50.7 萬<0.1%–
VanEck ETF Trust92189F700AGRIBUSINESS ETF5,837$50.7 萬<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL6,133$49.5 萬<0.1%–
iShares Tr46428865310-20 YR TRS ETF4,318$49.5 萬<0.1%–