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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 142 项
建仓 17
增持 47
减持 62
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA Corporation
+$100.3M
1,275,509
+46%
增持
GOOGL
Alphabet Inc. Class A
+$66.4M
784,861
+11%
减持
CPRT
Copart, Inc.
-$62.6M
162,339
-89%
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
ADP
Automatic Data Processing, Inc.
-$27.0M
10,728
-89%
清仓
—
Accenture plc
-$24.0M
0
-100%
减持
URI
United Rentals, Inc.
+$23.1M
119,047
-1%
清仓
ALGN
Align Technology Inc
-$21.5M
0
-100%
减持
DHI
D.R. Horton, Inc.
+$21.2M
540,390
-1%
减持
BAH
Booz Allen Hamilton Holding Corporation
-$20.8M
596,922
-23%
减持
AVGO
Broadcom Inc.
+$19.9M
377,445
-1%
建仓
MSI
Motorola Solutions, Inc.
+$17.0M
37,069
建仓
SSD
Simpson Manufacturing Co., Inc.
+$16.0M
95,402
减持
MEDP
Medpace Holdings, Inc.
+$15.5M
79,127
-1%
增持
UNH
UnitedHealth Group, Incorporated
+$15.2M
44,862
+5564%
增持
MUSA
Murphy USA Inc.
+$15.2M
130,640
+49%
减持
TDG
TransDigm Group Incorporated
-$14.5M
66,884
-1%
减持
FTNT
Fortinet, Inc.
-$13.6M
609,776
-1%
清仓
TFII
TFI International Inc.
-$12.8M
0
-100%
减持
AAPL
Apple Inc.
+$12.3M
379,133
-8%
减持
BX
Blackstone Inc.
+$11.0M
548,186
-1%
减持
ORLY
O'Reilly Automotive, Inc.
+$10.1M
601,224
-1%
减持
AMAT
Applied Materials, Inc.
+$9.7M
492,092
-1%
减持
HCA
HCA Healthcare, Inc.
+$9.3M
228,883
-1%
减持
MSFT
Microsoft Corporation
+$7.9M
486,428
-1%
减持
PGR
The Progressive Corporation
-$7.7M
338,742
-1%
增持
NEE
NextEra Energy, Inc.
+$7.6M
642,511
+9%
减持
TYL
Tyler Technologies, Inc.
-$7.2M
102,756
-0%
减持
NOW
ServiceNow, Inc.
-$7.2M
64,220
-0%
减持
CG
The Carlyle Group Inc.
+$7.0M
624,929
-0%
清仓
CBZ
CBIZ, Inc.
-$6.4M
0
-100%
减持
TSCO
Tractor Supply Company
-$6.3M
306,352
-32%
增持
HLI
Houlihan Lokey, Inc.
+$6.2M
241,712
+0%
减持
JPM
JPMorgan Chase & Co.
+$5.8M
233,870
-0%
建仓
—
Fabrinet
+$4.9M
13,525
建仓
NRG
NRG Energy, Inc.
+$4.9M
30,381
减持
WCN
Waste Connections, Inc.
-$4.6M
348,681
-1%
减持
—
Thomson Reuters Corporation
-$4.6M
98,789
-0%
清仓
IT
Gartner, Inc
-$4.4M
0
-100%
减持
V
Visa Inc.
-$4.3M
253,820
-1%
增持
INTU
Intuit Inc.
-$4.1M
43,588
+2%
建仓
USFD
US Foods Holding Corp.
+$3.9M
51,494
清仓
SCI
Service Corporation International
-$3.8M
0
-100%
建仓
MPWR
Monolithic Power Systems, Inc.
+$3.7M
4,003
减持
RLI
RLI Corp
-$3.7M
370,462
-4%
减持
APO
Apollo Global Management, Inc.
-$3.6M
314,922
-2%
减持
—
Garmin Ltd.
+$3.4M
93,096
-1%
减持
ICFI
ICF International Inc.
-$3.1M
10,546
-78%
增持
FIX
Comfort Systems USA, Inc.
+$3.0M
9,917
+2%
减持
—
Exxon Mobil Corp
+$2.8M
659,968
-1%
减持
TMO
Thermo Fisher Scientific, Inc.
+$2.7M
35,920
-1%
减持
FICO
Fair Isaac Corporation
-$2.6M
2,863
-24%
减持
HD
The Home Depot, Inc.
+$2.5M
65,736
-0%
减持
PATK
Patrick Industries, Inc.
+$2.4M
223,391
-0%
增持
FSS
Federal Signal Corporation
+$2.4M
37,216
+97%
减持
TXN
Texas Instruments Incorporated
-$2.3M
91,918
-1%
减持
ENTG
Entegris, Inc.
-$2.3M
2,895
-91%
清仓
TTEK
Tetra Tech, Inc.
-$2.2M
0
-100%
清仓
CHDN
Churchill Downs Incorporated
-$2.2M
0
-100%
减持
—
Eaton Corporation plc
+$2.0M
126,003
-0%
减持
RSG
Republic Services, Inc.
-$2.0M
109,584
-0%
减持
CVX
Chevron Corporation
+$2.0M
165,354
-0%
建仓
VRT
Vertiv Holdings Co
+$1.9M
12,762
减持
AMZN
Amazon.com, Inc.
-$1.9M
970,420
-1%
建仓
HLT
Hilton Worldwide Holdings Inc.
+$1.8M
6,868
建仓
HEI/A
HEICO Corporation
+$1.8M
7,010
增持
AX
Axos Financials, Inc.
+$1.6M
53,690
+37%
建仓
COIN
Coinbase Global, Inc.
+$1.6M
4,602
清仓
UFPI
UFP Industries, Inc.
-$1.3M
0
-100%
建仓
MOD
Modine Manufacturing Company
+$1.2M
8,226
建仓
IESC
IES Holdings, Inc.
+$1.1M
2,811
减持
PEP
PepsiCo, Inc.
+$1.1M
136,820
-0%
减持
GOOG
Alphabet Inc. Class C
+$1.1M
16,215
-0%
减持
GDDY
GoDaddy Inc.
-$1.0M
23,541
-0%
建仓
ENSG
The Ensign Group, Inc.
+$983.1K
5,690
减持
SGI
Somnigroup International Inc.
+$968.8K
61,178
-1%
减持
CIGI
Colliers International Group Inc.
+$955.8K
43,898
-3%
减持
FERG
Ferguson Enterprises Inc.
+$954.1K
154,629
-0%
建仓
VSEC
VSE Corporation
+$887.1K
5,336
清仓
—
Select Medical Holdings Corporation
-$859.9K
0
-100%
减持
EXR
Extra Space Storage Inc.
-$844.8K
124,985
-0%
增持
LPLA
LPL Financial Holdings Inc.
-$805.7K
19,251
+0%
增持
—
TopBuild Corp.
+$781.3K
11,631
+0%
增持
FSV
FirstService Corporation
+$630.8K
34,290
+1%
清仓
CRMT
America's Car-Mart Inc
-$614.5K
0
-100%
清仓
ONTO
Onto Innovation Inc.
-$584.3K
0
-100%
增持
A
Agilent Technologies, Inc.
+$492.6K
34,116
+4%
增持
MSA
MSA Safety Incorporated
+$483.2K
102,657
+0%
减持
DHR
Danaher Corporation
-$457.4K
363,588
-1%
增持
NPO
EnPro Inc.
+$436.1K
6,682
+19%
增持
DSGX
The Descartes Systems Group Inc.
-$423.2K
59,083
+0%
增持
OMF
OneMain Holdings, Inc.
-$417.3K
825,062
+0%
清仓
ALRM
Alarm.com Holdings, Inc.
-$408.0K
0
-100%
建仓
SCHX
Schwab US Large-Cap ETF
+$407.2K
15,460
增持
CTAS
Cintas Corporation
-$397.5K
22,884
+0%
增持
MANH
Manhattan Associates, Inc.
+$386.9K
19,832
+6%
增持
GRBK
Green Brick Partners Inc.
+$345.6K
27,733
+2%
减持
MA
Mastercard Incorporated
+$329.5K
222,002
-1%
增持
BRBR
BellRing Brands, Inc.
-$325.8K
25,999
+19%
增持
META
Meta Platforms, Inc.
-$325.5K
108,827
+0%
增持
SKY
Champion Homes, Inc.
+$307.1K
18,103
+5%
清仓
SPY
SPDR S&P 500 ETF Trust
-$268.8K
0
-100%
建仓
IBP
Installed Building Products, Inc.
+$251.8K
1,021
增持
HWKN
Hawkins, Inc.
+$251.7K
3,761
+23%
减持
EMR
Emerson Electric Co.
-$250.5K
70,950
-1%
清仓
POST
Post Holdings, Inc.
-$244.0K
0
-100%
减持
KNSL
Kinsale Capital Group, Inc.
-$232.5K
3,733
-1%
建仓
LOAR
Loar Holdings Inc.
+$223.6K
2,795
清仓
MOH
Molina Healthcare, Inc.
-$218.4K
0
-100%
增持
HLNE
Hamilton Lane Incorporated
-$204.7K
36,975
+1%
增持
AME
AMETEK, Inc.
+$198.3K
22,753
+1%
减持
HALO
Halozyme Therapeutics, Inc.
-$195.7K
6,350
-50%
减持
ORCL
Oracle Corporation
+$168.0K
122,948
-22%
增持
NOVT
Novanta Inc.
-$148.7K
5,315
+1%
减持
MGY
Magnolia Oil & Gas Corporation
-$146.0K
45,470
-17%
增持
ADUS
Addus Homecare Corp
+$141.9K
46,115
+0%
减持
BLDR
Builders FirstSource, Inc.
+$131.7K
30,141
-0%
增持
BMI
Badger Meter, Inc.
-$123.9K
14,902
+31%
增持
IIIV
I3 Verticals, LLC
+$118.7K
22,965
+1%
减持
AMP
Ameriprise Financial, Inc.
-$113.7K
477
-27%
增持
ALG
Alamo Group Inc.
-$112.9K
4,338
+1%
增持
HRI
Herc Holdings, Inc.
-$104.8K
7,049
+0%
增持
GBCI
Glacier Bancorp, Inc.
+$104.8K
17,831
+1%
增持
RBC
RBC Bearings Incorporated
+$103.5K
4,832
+4%
增持
CPK
Chesapeake Utilities Corp
+$102.7K
6,682
+1%
增持
CSW
CSW Industrials, Inc.
-$94.2K
2,188
+0%
减持
PG
The Procter & Gamble Company
-$92.7K
8,201
-3%
减持
MRVL
Marvell Technology, Inc.
-$87.2K
11,057
-16%
增持
LNG
Cheniere Energy, Inc
-$83.7K
15,697
+1%
减持
AMGN
Amgen Inc.
+$82.1K
85,758
-1%
增持
UFPT
UFP Technologies, Inc.
-$78.1K
1,960
+2%
减持
BLK
BlackRock, Inc.
-$77.3K
192
-33%
减持
VCTR
Victory Capital Holdings, Inc.
+$76.2K
120,444
-1%
减持
ADI
Analog Devices, Inc.
-$67.7K
1,314
-20%
增持
MSGS
Madison Square Garden Sports Corp
+$61.1K
3,119
+1%
增持
ULS
UL Solutions Inc.
+$56.8K
37,643
+5%
增持
CON
Concentra Group Holdings Parent, Inc.
+$52.8K
35,594
+6%
减持
ABBV
AbbVie Inc.
+$50.2K
1,784
-9%
增持
BCPC
Balchem Corporation
-$47.5K
5,995
+1%
增持
QLYS
Qualys, Inc.
-$44.5K
4,685
+1%
增持
ABG
Asbury Automotive Group, Inc.
+$32.7K
4,368
+1%
增持
PLUS
ePlus, Inc.
-$12.6K
20,703
+1%
增持
CWST
Casella Waste Systems, Inc.
-$1.7K
6,719
+21%