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Livermore
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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
iShares Tr464287119MORNINGSTAR GRWT2,204$21.4 萬<0.1%−954−30.2%減碼–
VSHVishay Intertechnology IncCOM13,463$21.4 萬<0.1%+2,354+21.2%加碼歷史
INMDInMode Ltd.SHS14,807$21.4 萬<0.1%00.0%不變歷史
CHDChurch & Dwight Co IncCOM2,225$21.4 萬<0.1%+220+11.0%加碼歷史
RELXRELX PLCSPONSORED ADR3,943$21.4 萬<0.1%−27−0.7%減碼歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT17,976$21.4 萬<0.1%−480−2.6%減碼歷史
iShares Core S&P U.S. Growth ETF464287671ETF1,425$21.4 萬<0.1%+1,425新進–
iShares Tr464288356CALIF MUN BD ETF3,846$21.4 萬<0.1%+3,846新進–
TELTE Connectivity plcStock1,272$21.5 萬<0.1%+1,272新進歷史
EHCEncompass Health CorpCOM1,751$21.5 萬<0.1%+1,751新進歷史
HUBSHubSpot IncCOM386$21.5 萬<0.1%−9−2.3%減碼歷史
iShares Tr46436E866IBONDS 25 TRM TS9,200$21.5 萬<0.1%+9,200新進–
ADMArcher-Daniels-Midland CoStock4,073$21.5 萬<0.1%+4,073新進歷史
CRSCarpenter Technology CorpCOM779$21.5 萬<0.1%+779新進歷史
DSUBlackRock Debt Strategies Fund, Inc.COM NEW20,411$21.6 萬<0.1%−6,600−24.4%減碼歷史
SPDR Series Trust78468R606ST PORT HIGH ETF9,120$21.7 萬<0.1%−4,303−32.1%減碼–
TDGTransDigm Group INCCOM143$21.7 萬<0.1%−2−1.4%減碼歷史
SPDR Series Trust78468R721STATE STREET SPD4,892$21.9 萬<0.1%−22−0.4%減碼–
PIMCO ETF Tr72201R88225YR+ ZERO U S3,274$22.0 萬<0.1%+3,274新進–
ESSEssex Property Trust, Inc.COM775$22.0 萬<0.1%+3+0.4%加碼歷史
TTETotalEnergies SESPONSORED ADS3,588$22.0 萬<0.1%−736−17.0%減碼歷史
EXPDExpeditors International of Washington IncCOM1,936$22.1 萬<0.1%+269+16.1%加碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF3,474$22.2 萬<0.1%+316+10.0%加碼–
ACICAmerican Coastal Insurance CorpCOM20,000$22.2 萬<0.1%00.0%不變歷史
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM9,519$22.3 萬<0.1%−202−2.1%減碼歷史
RCReady Capital CorpCOM50,956$22.3 萬<0.1%−1,807−3.4%減碼歷史
NTESNetEase, Inc.SPONSORED ADS1,655$22.3 萬<0.1%+1,655新進歷史
TDToronto Dominion BankStock3,037$22.3 萬<0.1%+3,037新進歷史
MQTBlackRock Muniyield Quality Fund II, Inc.COM23,200$22.4 萬<0.1%00.0%不變歷史
EQNREquinor ASASPONSORED ADR8,904$22.4 萬<0.1%+130+1.5%加碼歷史
SUSuncor Energy IncStock6,000$22.5 萬<0.1%+65+1.1%加碼歷史
Invesco Actively Managed Exc46090A879VAR RATE INVT8,973$22.5 萬<0.1%+8,973新進–
Amplify ETF Tr032108409CWP ENHANCED DIV5,288$22.5 萬<0.1%+5,288新進–
TTDTrade Desk, Inc.Stock3,137$22.6 萬<0.1%+3,137新進歷史
KLGWK Kellogg CoCOM14,222$22.7 萬<0.1%+1,601+12.7%加碼歷史
WTRGEssential Utilities, Inc.COM6,107$22.7 萬<0.1%+860+16.4%加碼歷史
Franklin Templeton ETF Tr35473P637FTSE JAPAN HDG7,037$22.7 萬<0.1%00.0%不變–
HYTBlackRock Corporate High Yield Fund, Inc.COM23,422$22.8 萬<0.1%−20,878−47.1%減碼歷史
SNYSanofiSPONSORED ADR4,729$22.8 萬<0.1%−1,183−20.0%減碼歷史
CIENCiena CorpCOM NEW2,816$22.9 萬<0.1%+2,816新進歷史
iShares Tr46434V860TRS FLT RT BD4,535$23.0 萬<0.1%+4,535新進–
Invesco Exch Traded FD Tr II46138E396S&P 500 CONC ETF4,418$23.0 萬<0.1%+9+0.2%加碼–
First Tr Exchange-Traded FD336917109SHS5,505$23.0 萬<0.1%+52+1.0%加碼–
CRKComstock Resources IncCOM8,356$23.1 萬<0.1%+8,356新進歷史
AVTAvnet IncCOM4,375$23.2 萬<0.1%+65+1.5%加碼歷史
NINisource Inc.COM5,785$23.3 萬<0.1%−797−12.1%減碼歷史
WisdomTree Tr97717W125FUTRE STRAT FD6,626$23.4 萬<0.1%+6,626新進–
RGLDRoyal Gold IncStock1,316$23.4 萬<0.1%+8+0.6%加碼歷史
HEI.AHeico CorpCL A909$23.5 萬<0.1%+909新進歷史
MDLZMondelez International, Inc.Stock3,497$23.6 萬<0.1%+71+2.1%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS2,260$23.7 萬<0.1%+2,260新進歷史
iShares Tr464288786U.S. INSRNCE ETF1,762$23.7 萬<0.1%−402−18.6%減碼–
CFGCitizens Financial Group IncCOM5,314$23.8 萬<0.1%+5,314新進歷史
Bondbloxx ETF Trust09789C770USD HIGH YIELD B15,669$23.8 萬<0.1%−258−1.6%減碼–
DEODiageo PLCSPON ADR NEW2,364$23.8 萬<0.1%−134−5.4%減碼歷史
VLTOVeralto CorpStock2,363$23.9 萬<0.1%−58−2.4%減碼歷史
MUEBlackRock Muniholdings Quality Fund II, Inc.COM25,000$23.9 萬<0.1%00.0%不變歷史
FNFabrinetSHS813$24.0 萬<0.1%+813新進歷史
INTAIntapp, Inc.COM4,666$24.1 萬<0.1%+4,666新進歷史
LULUlululemon athletica inc.Stock1,016$24.1 萬<0.1%−1,826−64.3%減碼歷史
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF5,138$24.2 萬<0.1%+5,138新進–
CLHClean Harbors IncCOM1,046$24.2 萬<0.1%+1,046新進歷史
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF13,123$24.2 萬<0.1%00.0%不變–
iShares Tr464287770U.S. FIN SVC ETF2,838$24.3 萬<0.1%−1,752−38.2%減碼–
CMCanadian Imperial Bank of CommerceCOM3,432$24.3 萬<0.1%−188−5.2%減碼歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT9,599$24.5 萬<0.1%00.0%不變歷史
CBOECboe Global Markets, Inc.COM1,054$24.6 萬<0.1%−1,044−49.8%減碼歷史
IRIngersoll Rand Inc.COM2,962$24.6 萬<0.1%−306−9.4%減碼歷史
iShares Tr464288794US BR DEL SE ETF1,464$24.8 萬<0.1%+1,464新進–
TXRHTexas Roadhouse, Inc.COM1,343$25.2 萬<0.1%+50+3.9%加碼歷史
HPQHP IncStock10,324$25.3 萬<0.1%−20,403−66.4%減碼歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM2,263$25.5 萬<0.1%+82+3.8%加碼–
CARRCarrier Global CorpStock3,479$25.5 萬<0.1%−220−5.9%減碼歷史
iShares Tr46435G102CONV BD ETF2,830$25.5 萬<0.1%−416−12.8%減碼–
ARMArm Holdings PLCADR1,577$25.5 萬<0.1%−570−26.5%減碼歷史
EMDWestern Asset Emerging Markets Debt Fund Inc.COM25,464$25.6 萬<0.1%+80.0%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A7,118$25.6 萬<0.1%+43+0.6%加碼歷史
FITBFifth Third BancorpCOM6,242$25.7 萬<0.1%−3,091−33.1%減碼歷史
Vanguard World FD921910873MEGA CAP INDEX1,144$25.7 萬<0.1%+1,144新進–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL7,429$25.8 萬<0.1%−535−6.7%減碼–
TACTransalta CorpCOM23,892$25.8 萬<0.1%+1,359+6.0%加碼歷史
VICIVici Properties Inc.COM7,931$25.9 萬<0.1%−700−8.1%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,032$25.9 萬<0.1%−2−0.2%減碼歷史
VanEck Morningstar Wide Moat ETF92189F643ETF2,768$26.0 萬<0.1%−74−2.6%減碼–
KVUEKenvue Inc.Stock12,415$26.0 萬<0.1%−452−3.5%減碼歷史
Yieldmax MSTR Option Income Strategy ETF88634T493ETF11,794$26.1 萬<0.1%+11,794新進–
DBX ETF Tr233051200XTRACK MSCI EAFE5,980$26.2 萬<0.1%+84+1.4%加碼–
NADNuveen Quality Municipal Income FundCOM23,255$26.3 萬<0.1%−5,379−18.8%減碼歷史
iShares Tr464289180MSCI EURO FL ETF8,303$26.3 萬<0.1%+8,303新進–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH1,629$26.3 萬<0.1%−39−2.3%減碼–
ARESAres Management CorpCL A COM STK1,519$26.3 萬<0.1%+8+0.5%加碼歷史
MBINMerchants BancorpCOM7,987$26.4 萬<0.1%−598−7.0%減碼歷史
INBKFirst Internet BancorpCOM9,821$26.4 萬<0.1%−149−1.5%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,785$26.6 萬<0.1%−1,714−38.1%減碼–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF10,515$26.6 萬<0.1%+10,515新進–
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV13,028$26.6 萬<0.1%+19+0.1%加碼–
iShares Tr46428865310-20 YR TRS ETF2,621$26.6 萬<0.1%+308+13.3%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF9,067$26.6 萬<0.1%00.0%不變–
Schwab International Equity ETF808524805ETF12,060$26.7 萬<0.1%+178+1.5%加碼–
iShares Core MSCI Europe ETF46434V738ETF4,027$26.7 萬<0.1%−150−3.6%減碼–

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