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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 135 项
建仓 9
增持 80
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
UNH
UnitedHealth Group, Incorporated
-$107.9M
792
-100%
减持
AAPL
Apple Inc.
-$59.9M
410,637
-37%
减持
MSFT
Microsoft Corporation
+$59.3M
490,628
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。
-0%
减持
NVDA
NVIDIA Corporation
+$42.8M
871,290
-0%
增持
META
Meta Platforms, Inc.
+$41.5M
108,721
+62%
增持
AVGO
Broadcom Inc.
+$41.3M
379,526
+0%
减持
FICO
Fair Isaac Corporation
-$40.2M
3,749
-85%
建仓
INTU
Intuit Inc.
+$33.8M
42,939
减持
AMZN
Amazon.com, Inc.
+$27.0M
979,956
-1%
增持
NOW
ServiceNow, Inc.
+$24.1M
64,486
+22%
增持
TDG
TransDigm Group Incorporated
+$23.3M
67,537
+18%
减持
AMP
Ameriprise Financial, Inc.
-$22.2M
652
-99%
减持
AMAT
Applied Materials, Inc.
+$18.5M
497,258
-0%
增持
TYL
Tyler Technologies, Inc.
+$17.5M
102,830
+37%
清仓
IWB
iShares Russell 1000 ETF
-$17.3M
0
-100%
建仓
MSA
MSA Safety Incorporated
+$17.2M
102,555
增持
URI
United Rentals, Inc.
+$16.7M
120,123
+2%
增持
ALGN
Align Technology Inc
+$14.6M
113,417
+163%
增持
APO
Apollo Global Management, Inc.
+$14.5M
321,551
+41%
减持
GOOGL
Alphabet Inc. Class A
+$14.3M
705,823
-1%
增持
ORCL
Oracle Corporation
+$13.0M
157,389
+3%
增持
—
Eaton Corporation plc
+$12.2M
126,456
+4%
增持
JPM
JPMorgan Chase & Co.
+$12.1M
234,323
+3%
减持
CPRT
Copart, Inc.
-$11.3M
1,425,323
-1%
增持
TFII
TFI International Inc.
+$10.1M
142,864
+303%
增持
HCA
HCA Healthcare, Inc.
+$9.6M
230,421
+1%
增持
FERG
Ferguson Enterprises Inc.
+$9.2M
155,097
+1%
增持
EMR
Emerson Electric Co.
+$8.9M
71,685
+1087%
清仓
SDY
SPDR S&P Dividend ETF
-$8.3M
0
-100%
增持
OMF
OneMain Holdings, Inc.
+$7.8M
824,567
+3%
增持
RLI
RLI Corp
+$7.6M
385,306
+53%
减持
MUSA
Murphy USA Inc.
-$7.5M
87,424
-5%
增持
—
Exxon Mobil Corp
-$7.4M
664,152
+0%
清仓
IWR
IShares Russell Mid-cap ETF
-$7.2M
0
-100%
减持
PGR
The Progressive Corporation
-$6.4M
342,308
-1%
增持
BX
Blackstone Inc.
+$5.9M
552,405
+1%
减持
FTNT
Fortinet, Inc.
+$5.7M
613,204
-0%
增持
HLI
Houlihan Lokey, Inc.
+$5.4M
241,587
+3%
增持
ORLY
O'Reilly Automotive, Inc.
-$4.1M
607,131
+1379%
增持
FIX
Comfort Systems USA, Inc.
+$4.0M
9,719
+163%
减持
WCN
Waste Connections, Inc.
-$3.7M
352,943
-1%
增持
HLNE
Hamilton Lane Incorporated
+$3.4M
36,508
+207%
增持
—
Thomson Reuters Corporation
+$3.3M
99,145
+3%
增持
CVX
Chevron Corporation
-$3.1M
165,655
+3%
减持
DHR
Danaher Corporation
-$3.1M
367,229
-0%
增持
TXN
Texas Instruments Incorporated
+$3.0M
92,400
+3%
清仓
SCHX
Schwab US Large-Cap ETF
-$2.9M
0
-100%
增持
TMO
Thermo Fisher Scientific, Inc.
-$2.9M
36,284
+3%
建仓
BMI
Badger Meter, Inc.
+$2.8M
11,370
建仓
ULS
UL Solutions Inc.
+$2.6M
35,830
减持
ABG
Asbury Automotive Group, Inc.
-$2.4M
4,339
-72%
减持
CG
The Carlyle Group Inc.
+$2.2M
625,786
-9%
增持
PATK
Patrick Industries, Inc.
+$2.2M
224,005
+2%
减持
MA
Mastercard Incorporated
+$2.1M
224,130
-1%
增持
AMGN
Amgen Inc.
-$2.0M
86,382
+3%
增持
PEP
PepsiCo, Inc.
-$2.0M
137,087
+2%
增持
MANH
Manhattan Associates, Inc.
+$2.0M
18,627
+91%
增持
TTEK
Tetra Tech, Inc.
+$1.7M
62,521
+216%
清仓
SCHD
Schwab US Dividend Equity ETF
-$1.5M
0
-100%
增持
CHDN
Churchill Downs Incorporated
+$1.3M
21,299
+169%
增持
RSG
Republic Services, Inc.
+$1.2M
109,939
+3%
增持
DHI
D.R. Horton, Inc.
+$1.2M
545,650
+0%
减持
MEDP
Medpace Holdings, Inc.
-$1.1M
80,247
-7%
增持
ADP
Automatic Data Processing, Inc.
+$1.1M
97,762
+3%
增持
KNSL
Kinsale Capital Group, Inc.
+$1.0M
3,761
+133%
减持
LPLA
LPL Financial Holdings Inc.
+$914.2K
19,229
-0%
减持
BLDR
Builders FirstSource, Inc.
-$899.0K
30,190
-15%
增持
CIGI
Colliers International Group Inc.
+$868.6K
45,208
+9%
增持
ICFI
ICF International Inc.
+$839.6K
47,946
+26%
增持
ADUS
Addus Homecare Corp
+$818.9K
46,004
+2%
增持
NEE
NextEra Energy, Inc.
-$808.8K
589,353
+0%
增持
VCTR
Victory Capital Holdings, Inc.
+$784.8K
121,309
+1%
清仓
EXPO
Exponent, Inc.
-$741.5K
0
-100%
建仓
CWST
Casella Waste Systems, Inc.
+$639.2K
5,540
增持
FSS
Federal Signal Corporation
+$627.5K
18,930
+0%
增持
HD
The Home Depot, Inc.
+$560.1K
65,882
+2%
减持
BRBR
BellRing Brands, Inc.
-$521.1K
21,938
-9%
清仓
DFSV
Dimensional US Small Cap Value ETF
-$496.2K
0
-100%
增持
SKY
Champion Homes, Inc.
-$486.2K
17,177
+4%
增持
AX
Axos Financials, Inc.
+$476.2K
39,275
+1%
建仓
HWKN
Hawkins, Inc.
+$435.5K
3,065
增持
—
Accenture plc
-$403.3K
80,360
+3%
增持
BAH
Booz Allen Hamilton Holding Corporation
+$393.3K
773,138
+1%
增持
EXR
Extra Space Storage Inc.
+$378.5K
125,205
+3%
减持
CTAS
Cintas Corporation
+$374.8K
22,859
-0%
增持
FSV
FirstService Corporation
+$361.5K
33,794
+1%
增持
RBC
RBC Bearings Incorporated
+$357.6K
4,632
+5%
增持
TSCO
Tractor Supply Company
-$355.5K
448,623
+3%
增持
CBZ
CBIZ, Inc.
-$319.2K
89,666
+1%
减持
SGI
Somnigroup International Inc.
-$314.0K
61,578
-18%
清仓
CDW
CDW Corporation
-$303.4K
0
-100%
增持
—
Garmin Ltd.
-$301.9K
93,566
+2%
增持
PLUS
ePlus, Inc.
+$294.0K
20,565
+6%
清仓
SCHM
Schwab US Mid-Cap ETF
-$270.5K
0
-100%
建仓
SPY
SPDR S&P 500 ETF Trust
+$268.8K
435
清仓
GIS
General Mills, Inc.
-$227.8K
0
-100%
建仓
CAH
Cardinal Health Inc
+$227.0K
1,351
建仓
PM
Philip Morris International
+$225.8K
1,240
减持
V
Visa Inc.
+$221.3K
256,263
-1%
增持
NPO
EnPro Inc.
+$214.9K
5,607
+6%
增持
ENTG
Entegris, Inc.
-$213.8K
31,358
+0%
增持
ALG
Alamo Group Inc.
+$213.7K
4,309
+6%
清仓
LOW
Lowe's Companies Inc.
-$208.5K
0
-100%
增持
GRBK
Green Brick Partners Inc.
+$191.3K
27,079
+4%
减持
LNG
Cheniere Energy, Inc
+$186.8K
15,490
-0%
减持
AME
AMETEK, Inc.
+$180.6K
22,542
-0%
增持
IT
Gartner, Inc
-$166.4K
10,884
+0%
减持
—
TopBuild Corp.
-$146.5K
11,629
-9%
增持
CRMT
America's Car-Mart Inc
+$142.8K
10,965
+6%
增持
DSGX
The Descartes Systems Group Inc.
+$126.8K
58,936
+1%
增持
UFPT
UFP Technologies, Inc.
+$123.3K
1,922
+12%
减持
MRVL
Marvell Technology, Inc.
-$114.4K
13,137
-28%
增持
HALO
Halozyme Therapeutics, Inc.
-$111.0K
12,714
+5%
增持
QLYS
Qualys, Inc.
+$105.1K
4,651
+5%
增持
IIIV
I3 Verticals, LLC
+$93.2K
22,807
+5%
增持
MGY
Magnolia Oil & Gas Corporation
-$85.1K
54,776
+5%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$84.0K
1,658
-1%
增持
ONTO
Onto Innovation Inc.
-$81.6K
5,789
+5%
增持
MSGS
Madison Square Garden Sports Corp
+$77.2K
3,096
+6%
减持
ABBV
AbbVie Inc.
-$52.2K
1,955
-1%
减持
SCI
Service Corporation International
+$49.5K
47,294
-0%
增持
—
Select Medical Holdings Corporation
-$44.6K
56,645
+5%
增持
A
Agilent Technologies, Inc.
+$43.4K
32,931
+0%
增持
NOVT
Novanta Inc.
+$37.2K
5,282
+5%
增持
UFPI
UFP Industries, Inc.
-$33.1K
12,648
+5%
增持
HRI
Herc Holdings, Inc.
+$30.3K
7,040
+5%
增持
ALRM
Alarm.com Holdings, Inc.
+$27.6K
7,212
+6%
减持
MOH
Molina Healthcare, Inc.
-$23.7K
733
-0%
增持
CSW
CSW Industrials, Inc.
+$23.6K
2,180
+6%
增持
GBCI
Glacier Bancorp, Inc.
+$20.3K
17,713
+5%
增持
BCPC
Balchem Corporation
+$13.7K
5,949
+6%
减持
GDDY
GoDaddy Inc.
-$10.7K
23,649
-0%
增持
CPK
Chesapeake Utilities Corp
-$10.1K
6,632
+5%
减持
IEFA
iShares Core MSCI EAFE ETF
+$9.1K
2,933
-6%
增持
CON
Concentra Group Holdings Parent, Inc.
-$7.7K
33,648
+4%
