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ARGENT CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARGENT CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001120926
持仓数
158
前50大市值合计
$2.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 120 项
建仓 8
增持 21
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
WCN
Waste Connections, Inc.
+$54.1M
403,146
减持
—
Centene Corporation
-$43.6M
5,325
-99%
清仓
—
Waste Connections, Inc.
-$38.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
Microsoft Corporation
-$23.8M
552,408
-5%
减持
AAPL
Apple Inc.
-$22.7M
717,608
-4%
清仓
—
Life Storage, Inc.
-$22.5M
0
-100%
增持
TMO
Thermo Fisher Scientific, Inc.
+$21.3M
45,469
+1298%
清仓
BMY
Bristol-Myers Squibb Company
-$18.6M
0
-100%
建仓
EXR
Extra Space Storage Inc.
+$16.7M
137,498
减持
—
NextEra Energy, Inc.
-$15.3M
675,551
-7%
减持
—
Fortinet, Inc.
-$14.7M
676,897
-6%
建仓
RSG
Republic Services, Inc.
+$12.0M
83,984
减持
—
Principal Financial Group, Inc.
-$11.4M
59,776
-71%
减持
NOC
Northrop Grumman Corporation
-$10.7M
9,051
-72%
减持
AMZN
Amazon.com, Inc.
-$10.3M
1,104,481
-4%
减持
ALGN
Align Technology Inc
-$9.9M
147,007
-5%
清仓
—
Crown Castle Inc.
-$9.8M
0
-100%
减持
—
The Carlyle Group Inc.
-$8.9M
2,054,883
-7%
增持
CPRT
Copart, Inc.
-$8.4M
1,581,736
+88%
减持
BAH
Booz Allen Hamilton Holding Corporation
-$8.2M
790,277
-7%
增持
—
UnitedHealth Group, Incorporated
+$8.0M
201,185
+4%
增持
—
D.R. Horton, Inc.
-$7.8M
625,137
+1%
减持
MRVL
Marvell Technology, Inc.
-$7.7M
830,564
-6%
减持
AMAT
Applied Materials, Inc.
-$7.5M
560,360
-5%
减持
AME
AMETEK, Inc.
-$6.6M
273,798
-6%
清仓
—
NVR, Inc.
-$5.8M
0
-100%
减持
—
Visa Inc.
-$5.7M
290,015
-5%
减持
URI
United Rentals, Inc.
-$5.5M
211,641
-5%
减持
HD
The Home Depot, Inc.
-$5.4M
153,798
-8%
减持
—
Blackstone Inc.
+$5.3M
617,411
-6%
减持
—
Monster Beverage Corporation
-$5.2M
705,748
-5%
增持
HLI
Houlihan Lokey, Inc.
+$5.0M
229,564
+15%
减持
CRL
Charles River Laboratories Intl, Inc.
-$4.9M
155,773
-7%
减持
PEP
PepsiCo, Inc.
-$4.7M
151,023
-8%
减持
ORCL
Oracle Corporation
-$4.4M
172,946
-9%
减持
—
Mastercard Incorporated
-$4.1M
249,574
-5%
减持
TSCO
Tractor Supply Company
-$4.1M
99,597
-9%
减持
—
BellRing Brands, Inc.
+$4.0M
1,365,960
-4%
减持
TXN
Texas Instruments Incorporated
-$4.0M
109,075
-8%
减持
JPM
JPMorgan Chase & Co.
-$3.8M
259,346
-9%
减持
—
Alphabet Inc. Class A
+$3.7M
792,776
-5%
减持
—
BlackRock, Inc.
-$3.5M
30,281
-9%
减持
APD
Air Products and Chemicals, Inc.
-$3.2M
70,064
-9%
减持
MS
Morgan Stanley
-$3.0M
240,875
-9%
减持
—
AbbVie Inc.
+$2.8M
498,553
-6%
减持
—
CDW Corporation
+$2.8M
426,915
-6%
减持
—
Accenture plc
-$2.8M
88,319
-9%
建仓
TFII
TFI International Inc.
+$2.5M
19,819
减持
POST
Post Holdings, Inc.
-$2.3M
439,674
-5%
减持
GILD
Gilead Sciences, Inc.
-$2.2M
231,593
-9%
减持
—
Garmin Ltd.
-$2.2M
192,832
-11%
减持
—
Ameriprise Financial, Inc.
-$2.2M
54,108
-10%
减持
—
Pioneer Natural Resources Co.
+$2.0M
322,623
-7%
减持
—
Builders FirstSource, Inc.
-$2.0M
43,547
-20%
减持
PG
The Procter & Gamble Company
-$1.9M
97,524
-9%
减持
—
Eaton Corporation plc
-$1.7M
192,812
-9%
减持
—
HCA Healthcare, Inc.
-$1.6M
12,100
-19%
减持
—
Ferguson PLC
-$1.5M
169,512
-9%
清仓
CMCSA
Comcast Corporation
-$1.4M
0
-100%
减持
ZBRA
Zebra Technologies Corporation
-$1.3M
10,524
-19%
减持
DHR
Danaher Corporation
-$1.3M
375,713
-5%
减持
—
Entegris, Inc.
-$1.1M
26,436
-19%
减持
CTAS
Cintas Corporation
-$968.7K
7,324
-19%
减持
AFG
American Finacial Group, Inc.
-$962.7K
27,393
-19%
减持
—
TopBuild Corp.
-$889.9K
11,403
-19%
减持
CVX
Chevron Corporation
-$888.8K
191,492
-9%
减持
—
OneMain Holdings, Inc.
-$816.6K
69,828
-16%
减持
SCI
Service Corporation International
-$792.3K
32,022
-21%
减持
—
Agilent Technologies, Inc.
-$761.7K
22,646
-17%
减持
DSGX
The Descartes Systems Group Inc.
-$735.2K
34,141
-16%
减持
BBWI
Bath & Body Works Inc.
-$705.6K
53,936
-20%
减持
—
Medpace Holdings, Inc.
-$675.5K
15,261
-16%
减持
IT
Gartner, Inc
-$674.1K
7,494
-19%
减持
—
FirstService Corporation
-$668.9K
19,519
-14%
减持
—
ICF International Inc.
-$626.9K
23,851
-15%
减持
ABG
Asbury Automotive Group, Inc.
-$624.6K
11,148
-16%
减持
EMR
Emerson Electric Co.
-$606.1K
221,940
-9%
减持
—
Advanced Drainage Systems, Inc.
-$567.4K
20,363
-20%
减持
ATKR
Atkore Inc.
-$565.3K
14,997
-17%
减持
ADUS
Addus Homecare Corp
-$525.4K
24,461
-13%
减持
FICO
Fair Isaac Corporation
+$521.3K
57,337
-6%
减持
CIGI
Colliers International Group Inc.
-$475.2K
25,446
-14%
减持
EXPO
Exponent, Inc.
-$474.3K
19,834
-15%
减持
CBZ
CBIZ, Inc.
-$453.6K
49,653
-13%
减持
—
Tempur Sealy International Inc.
-$377.4K
63,783
-19%
减持
—
Molina Healthcare, Inc.
-$355.7K
8,310
-19%
减持
—
Victory Capital Holdings, Inc.
-$322.2K
89,884
-15%
减持
LNG
Cheniere Energy, Inc
-$314.3K
13,186
-20%
建仓
—
RBC Bearings Incorporated
+$299.5K
1,279
建仓
HLNE
Hamilton Lane Incorporated
+$263.1K
2,909
建仓
—
Qualys, Inc.
+$259.6K
1,702
减持
—
Target Corporation
-$246.3K
3,815
-25%
建仓
BCPC
Balchem Corporation
+$226.6K
1,827
清仓
MCD
McDonald's Corporation
-$223.5K
0
-100%
减持
—
Antero Resources Corporation
-$202.9K
62,879
-19%
增持
—
Alphabet Inc. Class C
+$189.5K
16,750
+0%
增持
PLUS
ePlus, Inc.
+$178.6K
8,464
+33%
减持
—
Raytheon Technologies Corp.
-$177.0K
6,660
-1%
减持
—
Marathon Oil Corp.
-$164.9K
86,977
-20%
增持
—
NVIDIA Corporation
+$161.7K
12,800
+0%
减持
JNJ
Johnson & Johnson
-$132.9K
6,402
-6%
增持
—
UFP Industries, Inc.
+$104.9K
4,008
+27%
增持
RLI
RLI Corp
+$101.0K
4,143
+22%
增持
—
ASGN Incorporated
+$100.0K
5,433
+20%
增持
MGY
Magnolia Oil & Gas Corporation
+$99.4K
14,818
+29%
增持
MUSA
Murphy USA Inc.
+$96.5K
986
+28%
减持
LMT
Lockheed Martin Corporation
-$94.3K
490
-23%
增持
—
Exxon Mobil Corp
+$87.3K
7,757
+1%
增持
—
Trane Technologies plc
+$72.8K
5,934
+0%
增持
SKY
Skyline Champion Corporation
+$72.5K
7,623
+21%
减持
KO
Coca-Cola
-$72.1K
11,190
-4%
减持
SBUX
Starbucks Corp
-$64.0K
7,200
-1%
减持
ADP
Automatic Data Processing, Inc.
+$38.2K
107,779
-9%
增持
—
Herc Holdings, Inc.
+$35.8K
2,195
+33%
减持
WMT
Walmart, Inc.
-$33.8K
10,575
-4%
减持
—
Aspen Technology, Inc.
+$26.1K
11,853
-17%
增持
SCHX
Schwab US Large-Cap ETF
-$8.1K
8,715
+2%
增持
GRBK
Green Brick Partners Inc.
+$4.9K
9,290
+39%
增持
—
Envestnet, Inc.
-$3.5K
5,167
+33%
增持
—
Select Medical Holdings Corporation
+$1.8K
12,224
+27%
