Sowell Financial Services LLC 13F 持仓 · 2026年Q2
Sowell Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,162 只证券，申报市值合计 30.60 亿美元。前几大持仓：AAPL（3.98%）、QQQ（2.94%）、NVDA（2.70%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $121.7M | 3.98% | 420,714 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $89.8M | 2.94% | 121,974 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $82.7M | 2.70% | 413,140 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $64.5M | 2.11% | 86,438 | 减持 |
| 5 | IVV | ISHARES TR | $59.6M | 1.95% | 79,523 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $56.7M | 1.85% | 151,909 | 增持 |
| 7 | WLDR | TWO RDS SHARED TR | $55.3M | 1.81% | 1.2M | 增持 |
| 8 | AMZN | AMAZON COM INC | $53.1M | 1.74% | 222,822 | 增持 |
| 9 | QUAL | ISHARES TR | $39.0M | 1.27% | 177,723 | 增持 |
| 10 | GOOGL | ALPHABET INC | $35.7M | 1.17% | 99,960 | 增持 |
| 11 | RWLC | ADVISORS INNER CIRCLE FD III | $34.1M | 1.11% | 909,879 | 增持 |
| 12 | SMH | VANECK ETF TRUST | $33.6M | 1.10% | 51,206 | 增持 |
| 13 | JAAA | JANUS DETROIT STR TR | $31.4M | 1.03% | 622,822 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.6M | 1.00% | 61,173 | 增持 |
| 15 | GOOG | ALPHABET INC | $26.4M | 0.86% | 74,614 | 减持 |
| 16 | AGG | ISHARES TR | $24.5M | 0.80% | 247,748 | 增持 |
| 17 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $24.6M | 0.80% | 1.2M | 增持 |
| 18 | IEFA | ISHARES TR | $23.8M | 0.78% | 246,223 | 增持 |
| 19 | JPM | JPMORGAN CHASE & CO | $23.1M | 0.75% | 70,498 | 增持 |
| 20 | VTV | VANGUARD INDEX FDS | $22.9M | 0.75% | 105,151 | 增持 |
| 21 | META | META PLATFORMS INC | $20.9M | 0.68% | 37,116 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $20.1M | 0.66% | 29,290 | 增持 |
| 23 | AVGO | BROADCOM INC | $19.4M | 0.63% | 51,418 | 减持 |
| 24 | SPYM | SPDR SERIES TRUST | $19.1M | 0.62% | 216,943 | 增持 |
| 25 | CAT | CATERPILLAR INC | $18.7M | 0.61% | 17,536 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR