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Sowell Financial Services LLC

SEC CIK
0001633697
最新申報
2026/7/17

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
1,040
較 2025 年第 1 季 +33
總值
$24.6 億
較 2025 年第 1 季 +$2.58 億 (+11.7%)
申報日
2025/7/14
SEC
Sowell Financial Services LLC 在 2025 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.Stock403,635$8,281 萬3.4%+3,892+1.0%加碼歷史
MSFTMicrosoft CorpStock153,384$7,629 萬3.1%−210−0.1%減碼歷史
NVDANVIDIA CorpStock414,471$6,548 萬2.7%+23,951+6.1%加碼歷史
Invesco QQQ Trust Series I46090E103ETF118,330$6,528 萬2.7%+604+0.5%加碼–
iShares Core S&P 500 ETF464287200ETF86,193$5,352 萬2.2%−1,178−1.3%減碼–
AMZNAmazon Com IncStock227,629$4,994 萬2.0%+8,957+4.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF79,400$4,906 萬2.0%+2,887+3.8%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL640,521$3,251 萬1.3%+52,745+9.0%加碼–
Two RDS Shared Tr90214Q105AFFINITY WORLD916,820$3,051 萬1.2%+55,865+6.5%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF164,758$3,012 萬1.2%−1,264−0.8%減碼–
BRK.BBerkshire Hathaway IncStock56,347$2,737 萬1.1%+674+1.2%加碼歷史
METAMeta Platforms, Inc.Stock33,327$2,460 萬1.0%+8,346+33.4%加碼歷史
PIMCO Active Bond Exchange-Traded Fund72201R775ETF255,471$2,355 萬1.0%−7,732−2.9%減碼–
AVGOBroadcom Inc.Stock84,136$2,319 萬0.9%+5,525+7.0%加碼歷史
Advisors Inner Circle FD III00775Y728RAYLIANT QUANTIT642,744$2,309 萬0.9%+52,237+8.8%加碼–
JPMJPMorgan Chase & CoStock74,287$2,154 萬0.9%+624+0.8%加碼歷史
COSTCostco Wholesale CorpStock20,752$2,054 萬0.8%−126−0.6%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF204,498$2,029 萬0.8%−3,225−1.6%減碼–
MAMastercard IncStock33,909$1,906 萬0.8%+1,039+3.2%加碼歷史
iShares Core MSCI Eafe ETF46432F842ETF225,067$1,879 萬0.8%+9,989+4.6%加碼–
GOOGLAlphabet Inc.Stock99,139$1,747 萬0.7%+897+0.9%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY166,392$1,675 萬0.7%+12,153+7.9%加碼–
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH827,259$1,644 萬0.7%−25,503−3.0%減碼–
NFLXNetflix IncStock12,023$1,610 萬0.7%+1,556+14.9%加碼歷史
Vanguard Morningstar Growth ETF922908736ETF33,691$1,477 萬0.6%+1,847+5.8%加碼–
WMTWalmart Inc.Stock143,641$1,405 萬0.6%−709−0.5%減碼歷史
VanEck Semiconductor ETF92189F676ETF49,961$1,393 萬0.6%−3,301−6.2%減碼–
VVisa Inc.Stock39,031$1,386 萬0.6%−253−0.6%減碼歷史
GOOGAlphabet Inc.Stock74,403$1,320 萬0.5%+11,285+17.9%加碼歷史
XOMExxonMobil Holdings CorpCOM119,335$1,286 萬0.5%−4,950−4.0%減碼歷史
Vanguard Morningstar Value ETF922908744ETF72,054$1,273 萬0.5%−1,343−1.8%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF174,714$1,270 萬0.5%−11,940−6.4%減碼–
IAUiShares Gold TrustETF201,779$1,258 萬0.5%−17,598−8.0%減碼歷史
Vanguard S&P 500 ETF922908363ETF22,044$1,252 萬0.5%+1,325+6.4%加碼–
IBMInternational Business Machines CorpStock40,166$1,184 萬0.5%−419−1.0%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF27,341$1,161 萬0.5%+122+0.4%加碼–
BACBank of America CorpStock243,523$1,152 萬0.5%−1,210−0.5%減碼歷史
ABBVAbbVie Inc.Stock61,941$1,150 萬0.5%−1,610−2.5%減碼歷史
CVXChevron CorpStock79,699$1,141 萬0.5%+4,557+6.1%加碼歷史
TSLATesla, Inc.Stock35,265$1,120 萬0.5%+2,645+8.1%加碼歷史
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF412,043$1,115 萬0.5%+11,144+2.8%加碼–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY112,386$1,104 萬0.4%−4,167−3.6%減碼–
KOCoca Cola CoStock154,506$1,093 萬0.4%−881−0.6%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF42,643$1,080 萬0.4%+845+2.0%加碼–
PLTRPalantir Technologies Inc.Stock77,426$1,055 萬0.4%+15,336+24.7%加碼歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF112,009$1,051 萬0.4%+1,020+0.9%加碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL143,357$1,044 萬0.4%−51,348−26.4%減碼–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG82,114$996.7 萬0.4%+67,529+463.0%加碼–
iShares Russell 2000 ETF464287655ETF43,941$948.2 萬0.4%−198−0.4%減碼–
JNJJohnson & JohnsonStock60,227$920.0 萬0.4%+1,357+2.3%加碼歷史
Dimensional ETF Trust25434V401US EQUI MARK ETF135,915$910.9 萬0.4%−1,259−0.9%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF105,248$892.6 萬0.4%−151−0.1%減碼–
WFCWells Fargo & CompanyStock110,493$885.3 萬0.4%−696−0.6%減碼歷史
OKEONEOK IncCOM108,266$883.8 萬0.4%+16,385+17.8%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT161,422$879.1 萬0.4%+144,680+864.2%加碼–
PMPhilip Morris International Inc.Stock46,757$851.6 萬0.3%−2,378−4.8%減碼歷史
SBUXStarbucks CorpStock90,736$831.4 萬0.3%+1,640+1.8%加碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF58,663$813.5 萬0.3%−8,836−13.1%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF135,442$813.1 萬0.3%+4,821+3.7%加碼–
UPSUnited Parcel Service IncStock80,509$812.7 萬0.3%+6,238+8.4%加碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF28,503$797.6 萬0.3%−452−1.6%減碼–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR308,088$781.0 萬0.3%+256,961+502.6%加碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 117,663$778.3 萬0.3%+137+0.8%加碼歷史
Columbia ETF Tr I19761L854US EQUI INCO ETF172,004$774.7 萬0.3%−3,694−2.1%減碼–
Fidelity Covington Trust316092352BLUE CHIP GRWTH157,832$761.4 萬0.3%+157,832新進–
VZVerizon Communications IncStock174,132$753.5 萬0.3%+46,981+36.9%加碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS80,141$753.2 萬0.3%+68+0.1%加碼歷史
CSCOCisco Systems, Inc.Stock105,055$728.9 萬0.3%+7,825+8.0%加碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF87,326$724.1 萬0.3%+4,196+5.0%加碼–
BTZBlackRock Credit Allocation Income TrustCOM661,541$722.4 萬0.3%+3100.0%加碼歷史
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY108,047$716.1 萬0.3%+26,252+32.1%加碼–
TAT&T Inc.Stock246,540$713.5 萬0.3%+2,463+1.0%加碼歷史
MCDMcDonalds CorpStock23,164$676.8 萬0.3%−919−3.8%減碼歷史
Invesco Nasdaq 100 ETF46138G649ETF29,700$674.5 萬0.3%+2,580+9.5%加碼–
iShares Tr46428743220 YR TR BD ETF74,449$657.0 萬0.3%+23,434+45.9%加碼–
DISWalt Disney CoStock52,974$656.9 萬0.3%−4,131−7.2%減碼歷史
SPOTSpotify Technology S.A.Stock8,534$654.9 萬0.3%+154+1.8%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF128,670$652.1 萬0.3%+4,647+3.7%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT151,782$642.9 萬0.3%+12,001+8.6%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF120,996$633.7 萬0.3%−8,830−6.8%減碼–
HDHome Depot, Inc.Stock17,281$633.6 萬0.3%+3,465+25.1%加碼歷史
Vanguard Dividend Appreciation ETF921908844ETF30,484$623.9 萬0.3%+1,297+4.4%加碼–
iShares Russell 1000 Value ETF464287598ETF32,057$622.6 萬0.3%+453+1.4%加碼–
BABoeing CoStock29,638$621.0 萬0.3%+59+0.2%加碼歷史
Vanguard Total Bond Market ETF921937835ETF84,312$620.8 萬0.3%−7,049−7.7%減碼–
MRKMerck & Co., Inc.Stock77,879$616.5 萬0.3%+5,704+7.9%加碼歷史
BSXBoston Scientific CorpStock56,352$605.3 萬0.2%+14,371+34.2%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF19,858$603.5 萬0.2%+434+2.2%加碼–
ETEnergy Transfer LPCOM UT LTD PTN331,290$600.6 萬0.2%−2,825−0.8%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM104,688$595.2 萬0.2%+192+0.2%加碼–
iShares Tr46434V878ULTRA SHORT DUR116,752$592.0 萬0.2%+19,504+20.1%加碼–
MMM3M CoStock38,830$591.1 萬0.2%−1,192−3.0%減碼歷史
MOAltria Group, Inc.Stock100,324$588.2 萬0.2%+384+0.4%加碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF159,276$570.8 萬0.2%−2,000−1.2%減碼–
SLViShares Silver TrustETF171,728$563.4 萬0.2%+84,926+97.8%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF51,054$558.0 萬0.2%−7,742−13.2%減碼–
QCOMQualcomm IncStock34,605$551.1 萬0.2%−2,758−7.4%減碼歷史
APHAmphenol CorpCL A55,068$543.8 萬0.2%−116−0.2%減碼歷史
UBERUber Technologies, IncStock56,856$530.5 萬0.2%+690+1.2%加碼歷史
iShares S&P Small-Cap 600 Value ETF464287879ETF53,282$530.1 萬0.2%+2,186+4.3%加碼–

2025 年第 1 季之後清倉(68 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

Sowell Financial Services LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
TPLTexas Pacific Land CorpStock2,202$291.8 萬0.1%歷史
First Tr Exchng Traded FD VI33740F870LOW DUR STRTGC137,979$260.4 萬0.1%–
JPCNuveen Preferred & Income Opportunities FundCOM252,300$200.8 萬0.1%歷史
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF13,831$124.0 萬0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF32,927$123.5 萬0.1%–
JWNNordstrom IncStock48,598$118.8 萬0.1%歷史
DFSDiscover Financial ServicesCOM6,334$108.1 萬<0.1%歷史
SBLKStar Bulk Carriers Corp.SHS PAR61,909$96.3 萬<0.1%歷史
Invesco Exchange Traded FD T46137V647SEMICONDUCTORS18,200$86.2 萬<0.1%–
RDDTReddit, Inc.Stock7,045$73.9 萬<0.1%歷史
EXPEagle Materials IncCOM2,774$61.6 萬<0.1%歷史
HALHalliburton CoStock24,036$61.0 萬<0.1%歷史
ICLRIcon PLCCOM3,182$55.7 萬<0.1%歷史
FNVFranco Nevada CorpStock3,177$50.1 萬<0.1%歷史
SWSmurfit Westrock plcStock10,885$49.0 萬<0.1%歷史
ELFe.l.f. Beauty, Inc.COM7,740$48.6 萬<0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR25,206$45.0 萬<0.1%歷史
iShares Tr46428951110+ YR INVST GRD7,872$39.5 萬<0.1%–
CRSPCRISPR Therapeutics AGNAMEN AKT11,554$39.3 萬<0.1%歷史
VTRSViatris IncStock44,841$39.1 萬<0.1%歷史
DCHDauch CorpCOM90,175$36.7 萬<0.1%歷史
CLFCleveland-Cliffs Inc.COM44,389$36.5 萬<0.1%歷史
DVADavita Inc.COM2,378$36.4 萬<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF16,593$34.4 萬<0.1%–
RACEFerrari N.V.COM803$34.4 萬<0.1%歷史
OWLBlue Owl Capital Inc.COM CL A16,797$33.7 萬<0.1%歷史
CGCarlyle Group Inc.COM7,628$33.3 萬<0.1%歷史
LXULSB Industries, Inc.COM49,770$32.8 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE3,990$32.6 萬<0.1%–
HPEHewlett Packard Enterprise CoCOM19,521$30.1 萬<0.1%歷史
OTISOtis Worldwide CorpStock2,824$29.1 萬<0.1%歷史
WDAYWorkday, Inc.CL A1,243$29.0 萬<0.1%歷史
DPZDominos Pizza IncCOM615$28.2 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT7,263$28.0 萬<0.1%–
RUNSunrun Inc.COM46,513$27.3 萬<0.1%歷史
Maiden Holdings, Ltd.G5753U112SHS468,864$26.7 萬<0.1%–
LDOSLeidos Holdings, Inc.COM1,977$26.7 萬<0.1%歷史
MDBMongoDB, Inc.CL A1,502$26.3 萬<0.1%歷史
MKCMcCormick & Co IncStock3,159$26.0 萬<0.1%歷史
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,957$25.7 萬<0.1%–
Cambria ETF Tr132061201SHSHLD YIELD ETF3,886$24.8 萬<0.1%–
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5004,786$24.2 萬<0.1%–
SKYChampion Homes, Inc.Stock2,461$23.3 萬<0.1%歷史
GBDCGolub Capital BDC, Inc.COM14,902$22.6 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM4,314$22.5 萬<0.1%歷史
EVVEaton Vance Ltd Duration Income FundCOM21,851$21.8 萬<0.1%歷史
GPNGlobal Payments IncStock2,218$21.7 萬<0.1%歷史
SESea LtdSPONSORD ADS1,655$21.6 萬<0.1%歷史
LLoews CorpCOM2,350$21.6 萬<0.1%歷史
CCICrown Castle Inc.REIT2,040$21.3 萬<0.1%歷史
OCOwens CorningStock1,475$21.1 萬<0.1%歷史
ALCAlcon IncStock2,213$21.0 萬<0.1%歷史
OUNZVanEck Merk Gold ETFGOLD SHS6,925$20.9 萬<0.1%歷史
Flexshares Tr33939L407MORNSTAR UPSTR5,364$20.8 萬<0.1%–
Fidelity Covington Trust316092378FIDELITY US MLTF6,272$20.8 萬<0.1%–
HURNHuron Consulting Group Inc.Stock1,416$20.3 萬<0.1%歷史
BCPCBalchem CorpCOM1,216$20.2 萬<0.1%歷史
EIXEdison InternationalStock3,408$20.1 萬<0.1%歷史
KRPKimbell Royalty Partners, LPUNIT12,586$17.6 萬<0.1%歷史
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS10,500$14.6 萬<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD10,160$13.8 萬<0.1%–
NPCTNuveen Core Plus Impact FundCOM BEN INT12,600$13.5 萬<0.1%歷史
MCNXAI Madison Equity Premium Income FundCOM20,474$12.6 萬<0.1%歷史
QBTSD-Wave Quantum Inc.Stock12,599$9.58 萬<0.1%歷史
AQNAlgonquin Power & Utilities Corp.COM11,413$5.87 萬<0.1%歷史
NOVASunnova Energy International Inc.COM131,729$4.90 萬<0.1%歷史
Lyft, Inc.55087PAB0NOTE 1.500% 5/144,000$4.38 萬<0.1%–
TNYATenaya Therapeutics, Inc.COM19,249$1.10 萬<0.1%歷史