小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 55
增持 11
减持 29
清仓 55
方向
标的
Δ市值
现股数(环比)
建仓
GOOGL
Alphabet Inc. Class A
+$108.5M
776,566
建仓
UNH
UnitedHealth Group, Incorporated
+$104.0M
197,545
清仓
—
Alphabet Inc. Class A
-$103.7M
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。
建仓
MA
Mastercard Incorporated
+$103.6M
242,858
清仓
—
UnitedHealth Group, Incorporated
-$101.4M
0
-100%
清仓
—
Mastercard Incorporated
-$98.8M
0
-100%
建仓
CDW
CDW Corporation
+$95.5M
420,061
建仓
DHI
D.R. Horton, Inc.
+$92.7M
609,649
清仓
—
CDW Corporation
-$86.1M
0
-100%
建仓
CG
The Carlyle Group Inc.
+$82.0M
2,015,654
建仓
BX
Blackstone Inc.
+$79.4M
606,796
建仓
ABBV
AbbVie Inc.
+$75.9M
489,921
清仓
—
AbbVie Inc.
-$74.3M
0
-100%
建仓
BRBR
BellRing Brands, Inc.
+$74.2M
1,339,495
建仓
V
Visa Inc.
+$74.2M
285,136
清仓
—
D.R. Horton, Inc.
-$67.2M
0
-100%
清仓
—
Visa Inc.
-$66.7M
0
-100%
清仓
—
Blackstone Inc.
-$66.1M
0
-100%
清仓
—
The Carlyle Group Inc.
-$62.0M
0
-100%
清仓
—
BellRing Brands, Inc.
-$56.3M
0
-100%
清仓
—
Eaton Corporation plc
-$41.1M
0
-100%
建仓
MNST
Monster Beverage Corporation
+$40.0M
693,768
清仓
—
Fortinet, Inc.
-$39.7M
0
-100%
清仓
—
NextEra Energy, Inc.
-$38.7M
0
-100%
建仓
FTNT
Fortinet, Inc.
+$38.5M
657,390
清仓
—
Monster Beverage Corporation
-$37.4M
0
-100%
建仓
—
Eaton Corporation plc
+$32.3M
134,025
建仓
—
Ferguson PLC
+$32.2M
166,968
建仓
—
Accenture plc
+$30.4M
86,706
减持
ALGN
Align Technology Inc
-$28.9M
58,296
-60%
建仓
—
Utilities Select Sector SPDR Fund - ETF
+$28.3M
447,260
清仓
—
Ferguson PLC
-$27.9M
0
-100%
清仓
—
Accenture plc
-$27.1M
0
-100%
减持
URI
United Rentals, Inc.
+$25.5M
208,582
-1%
减持
MSFT
Microsoft Corporation
+$24.9M
530,028
-4%
减持
—
Pioneer Natural Resources Co.
-$24.4M
220,925
-32%
减持
AMZN
Amazon.com, Inc.
+$24.4M
1,084,328
-2%
建仓
—
Garmin Ltd.
+$24.3M
189,286
建仓
—
BlackRock, Inc.
+$24.1M
29,685
清仓
—
Garmin Ltd.
-$20.3M
0
-100%
建仓
AMP
Ameriprise Financial, Inc.
+$20.2M
53,231
清仓
—
BlackRock, Inc.
-$19.6M
0
-100%
清仓
—
Ameriprise Financial, Inc.
-$17.8M
0
-100%
减持
FICO
Fair Isaac Corporation
+$16.0M
56,522
-1%
减持
CRL
Charles River Laboratories Intl, Inc.
-$15.9M
61,952
-60%
建仓
—
SPDR S&P Dividend ETF
+$15.1M
121,163
减持
AAPL
Apple Inc.
+$13.3M
707,028
-1%
减持
BAH
Booz Allen Hamilton Holding Corporation
+$13.1M
777,736
-2%
减持
AMAT
Applied Materials, Inc.
+$11.8M
551,530
-2%
建仓
NEE
NextEra Energy, Inc.
+$11.1M
182,403
减持
CVX
Chevron Corporation
-$9.7M
151,190
-21%
减持
CPRT
Copart, Inc.
+$8.2M
1,557,393
-2%
增持
RSG
Republic Services, Inc.
+$7.7M
119,566
+42%
建仓
BLDR
Builders FirstSource, Inc.
+$7.1M
42,604
增持
SCHX
Schwab US Large-Cap ETF
+$5.8M
110,368
+1166%
建仓
IWR
IShares Russell Mid-cap ETF
+$5.6M
72,578
减持
HD
The Home Depot, Inc.
+$5.6M
150,292
-2%
清仓
—
NVIDIA Corporation
-$5.6M
0
-100%
减持
JPM
JPMorgan Chase & Co.
+$5.5M
253,524
-2%
清仓
—
Builders FirstSource, Inc.
-$5.4M
0
-100%
增持
HLI
Houlihan Lokey, Inc.
+$5.2M
248,398
+8%
减持
EXR
Extra Space Storage Inc.
+$5.0M
135,150
-2%
建仓
MEDP
Medpace Holdings, Inc.
+$4.8M
15,497
减持
WCN
Waste Connections, Inc.
+$4.4M
392,109
-3%
清仓
—
Principal Financial Group, Inc.
-$4.3M
0
-100%
建仓
—
TopBuild Corp.
+$4.3M
11,423
建仓
NVDA
NVIDIA Corporation
+$4.1M
8,360
清仓
NOC
Northrop Grumman Corporation
-$4.0M
0
-100%
减持
AME
AMETEK, Inc.
+$4.0M
269,493
-2%
建仓
A
Agilent Technologies, Inc.
+$4.0M
28,628
建仓
FSV
FirstService Corporation
+$3.9M
23,844
清仓
—
Medpace Holdings, Inc.
-$3.7M
0
-100%
减持
MRVL
Marvell Technology, Inc.
+$3.6M
805,664
-3%
建仓
OMF
OneMain Holdings, Inc.
+$3.5M
71,121
建仓
SGI
Tempur Sealy International Inc.
+$3.3M
64,435
建仓
HCA
HCA Healthcare, Inc.
+$3.3M
12,122
建仓
ICFI
ICF International Inc.
+$3.3M
24,270
建仓
ENTG
Entegris, Inc.
+$3.2M
26,746
建仓
VCTR
Victory Capital Holdings, Inc.
+$3.2M
91,566
建仓
MOH
Molina Healthcare, Inc.
+$3.0M
8,368
清仓
—
Victory Capital Holdings, Inc.
-$3.0M
0
-100%
清仓
—
HCA Healthcare, Inc.
-$3.0M
0
-100%
清仓
—
ICF International Inc.
-$2.9M
0
-100%
建仓
WMS
Advanced Drainage Systems, Inc.
+$2.9M
20,400
清仓
—
TopBuild Corp.
-$2.9M
0
-100%
清仓
—
FirstService Corporation
-$2.8M
0
-100%
清仓
—
OneMain Holdings, Inc.
-$2.8M
0
-100%
清仓
—
Tempur Sealy International Inc.
-$2.8M
0
-100%
清仓
—
Molina Healthcare, Inc.
-$2.7M
0
-100%
建仓
—
Aspen Technology, Inc.
+$2.6M
11,962
清仓
—
Agilent Technologies, Inc.
-$2.5M
0
-100%
清仓
ZBRA
Zebra Technologies Corporation
-$2.5M
0
-100%
清仓
—
Entegris, Inc.
-$2.5M
0
-100%
清仓
—
Aspen Technology, Inc.
-$2.4M
0
-100%
建仓
GOOG
Alphabet Inc. Class C
+$2.4M
16,750
减持
MS
Morgan Stanley
+$2.3M
236,145
-2%
清仓
—
Advanced Drainage Systems, Inc.
-$2.3M
0
-100%
清仓
—
Alphabet Inc. Class C
-$2.2M
0
-100%
建仓
COST
Costco Wholesale Corporation
+$2.1M
3,125
增持
MUSA
Murphy USA Inc.
+$1.9M
6,215
+530%
清仓
BBWI
Bath & Body Works Inc.
-$1.8M
0
-100%
清仓
—
Costco Wholesale Corporation
-$1.8M
0
-100%
增持
DHR
Danaher Corporation
+$1.7M
410,453
+9%
清仓
—
Antero Resources Corporation
-$1.6M
0
-100%
建仓
SCHD
Schwab US Dividend Equity ETF
+$1.5M
19,569
建仓
—
Trane Technologies plc
+$1.4M
5,915
建仓
EW
Edwards Lifesciences
+$1.3M
17,169
减持
AFG
American Finacial Group, Inc.
-$1.3M
15,133
-45%
减持
ADP
Automatic Data Processing, Inc.
-$1.2M
106,085
-2%
清仓
—
Trane Technologies plc
-$1.2M
0
-100%
清仓
—
Edwards Lifesciences
-$1.2M
0
-100%
减持
ADUS
Addus Homecare Corp
-$1.2M
9,910
-59%
建仓
MRK
Merck & Co, Inc.
+$1.1M
10,440
清仓
—
Merck & Co, Inc.
-$1.1M
0
-100%
减持
APD
Air Products and Chemicals, Inc.
-$1.1M
68,613
-2%
增持
DSGX
The Descartes Systems Group Inc.
+$1.1M
42,470
+24%
减持
EXPO
Exponent, Inc.
-$1.1M
7,265
-63%
减持
GILD
Gilead Sciences, Inc.
+$1.0M
226,729
-2%
增持
IT
Gartner, Inc
+$902.6K
7,709
+3%
增持
CTAS
Cintas Corporation
+$898.2K
7,336
+0%
增持
CIGI
Colliers International Group Inc.
+$866.5K
26,006
+2%
增持
IVV
iShares Core S&P 500 ETF
+$807.9K
2,702
+140%
减持
TSCO
Tractor Supply Company
+$773.0K
97,643
-2%
清仓
—
LPL Financial Holdings Inc.
-$772.4K
0
-100%
建仓
LPLA
LPL Financial Holdings Inc.
+$739.8K
3,250
建仓
EFOR
ASGN Incorporated
+$569.0K
5,917
建仓
UFPI
UFP Industries, Inc.
+$566.0K
4,508
建仓
RTX
Raytheon Technologies Corp.
+$560.4K
6,660
增持
CBZ
CBIZ, Inc.
+$557.5K
50,079
+1%
建仓
TGT
Target Corporation
+$543.3K
3,815
清仓
HUBS
Hubspot, Inc.
-$492.5K
0
-100%
清仓
—
Raytheon Technologies Corp.
-$479.3K
0
-100%
建仓
ADBE
Adobe Inc.
+$459.4K
770
建仓
RBC
RBC Bearings Incorporated
+$451.8K
1,586
清仓
—
ASGN Incorporated
-$443.8K
0
-100%
清仓
—
Target Corporation
-$421.8K
0
-100%
清仓
—
UFP Industries, Inc.
-$410.4K
0
-100%
减持
TXN
Texas Instruments Incorporated
+$408.9K
104,147
-5%
建仓
SCHM
Schwab US Mid-Cap ETF
+$394.2K
5,234
清仓
—
Adobe Inc.
-$392.6K
0
-100%
建仓
CARR
Carrier Global Corporation
+$382.6K
6,660
减持
ORCL
Oracle Corporation
-$378.0K
170,164
-2%
清仓
—
Carrier Global Corporation
-$367.6K
0
-100%
清仓
—
Centene Corporation
-$366.8K
0
-100%
建仓
QLYS
Qualys, Inc.
+$353.3K
1,800
建仓
HRI
Herc Holdings, Inc.
+$349.1K
2,345
建仓
—
Select Medical Holdings Corporation
+$321.0K
13,661
清仓
—
Select Medical Holdings Corporation
-$308.9K
0
-100%
减持
PEP
PepsiCo, Inc.
-$308.6K
148,850
-1%
清仓
—
RBC Bearings Incorporated
-$299.5K
0
-100%
