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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 59
减持 52
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
V
Visa Inc.
-$84.8M
5,420
-98%
减持
BX
Blackstone Inc.
-$80.9M
4,172
-99%
清仓
IWB
iShares Russell 1000 ETF
-$74.3M
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
-$68.8M
432,171
-9%
减持
AMAT
Applied Materials, Inc.
-$41.6M
234,016
-51%
建仓
PNC
PNC Financial Services Group, Inc.
+$41.4M
199,075
减持
AMZN
Amazon.com, Inc.
-$36.3M
871,185
-8%
增持
USFD
US Foods Holding Corp.
+$33.6M
406,326
+698%
减持
GOOGL
Alphabet Inc. Class A
-$33.0M
703,639
-6%
建仓
SITE
SiteOne Landscape Supply, Inc.
+$31.9M
239,776
减持
NVDA
NVIDIA Corporation
-$31.6M
1,153,010
-8%
清仓
SCHD
Schwab US Dividend Equity ETF
-$29.8M
0
-100%
减持
OMF
OneMain Holdings, Inc.
-$29.5M
465,727
-42%
建仓
VTRS
Viatris Inc.
+$29.2M
2,160,900
减持
NOW
ServiceNow, Inc.
-$26.7M
148,085
-46%
建仓
SCHW
The Charles Schwab Corporation
+$23.6M
250,749
减持
—
Exxon Mobil Corp
+$22.4M
587,429
-8%
增持
MRK
Merck & Co, Inc.
+$21.9M
185,453
+5237%
减持
CG
The Carlyle Group Inc.
-$21.7M
287,415
-52%
减持
AVGO
Broadcom Inc.
-$21.1M
313,580
-8%
减持
MA
Mastercard Incorporated
-$19.9M
200,874
-5%
减持
DHR
Danaher Corporation
-$19.6M
322,260
-9%
增持
—
Eaton Corporation plc
+$19.4M
162,990
+34%
建仓
IFF
International Flavors & Fragrances Inc
+$19.4M
267,273
建仓
WEC
WEC Energy Group Inc.
+$18.0M
155,296
增持
TYL
Tyler Technologies, Inc.
+$17.8M
91,158
+209%
建仓
—
Medtronic, PLC
+$17.3M
199,599
减持
PGR
The Progressive Corporation
-$15.8M
290,215
-10%
增持
APO
Apollo Global Management, Inc.
+$14.7M
279,263
+147%
减持
TSCO
Tractor Supply Company
-$14.7M
6,692
-98%
清仓
UNH
UnitedHealth Group, Incorporated
-$14.5M
0
-100%
增持
RLI
RLI Corp
+$14.2M
374,447
+234%
减持
META
Meta Platforms, Inc.
-$14.0M
96,408
-8%
减持
TMO
Thermo Fisher Scientific, Inc.
-$13.8M
33,602
-36%
建仓
MSM
MSC Industrial Direct Co., Inc.
+$13.8M
149,087
减持
JPM
JPMorgan Chase & Co.
-$12.8M
204,904
-10%
增持
LMT
Lockheed Martin Corporation
+$12.7M
21,416
+4556%
减持
URI
United Rentals, Inc.
-$12.6M
111,116
-4%
减持
AAPL
Apple Inc.
-$12.5M
346,110
-6%
减持
HLI
Houlihan Lokey, Inc.
-$12.1M
202,422
-14%
增持
MSI
Motorola Solutions, Inc.
+$11.4M
33,565
+306%
减持
MUSA
Murphy USA Inc.
+$9.3M
120,234
-3%
减持
WCN
Waste Connections, Inc.
-$8.7M
311,473
-8%
减持
EMR
Emerson Electric Co.
-$8.5M
5,556
-92%
清仓
INTU
Intuit Inc.
-$8.5M
0
-100%
减持
SCHX
Schwab US Large-Cap ETF
-$7.9M
9,935
-97%
清仓
IWR
IShares Russell Mid-cap ETF
-$7.7M
0
-100%
建仓
—
TechnipFMC plc
+$7.0M
101,184
减持
DHI
D.R. Horton, Inc.
-$6.2M
507,523
-4%
增持
MEDP
Medpace Holdings, Inc.
-$6.1M
76,590
+0%
减持
CVX
Chevron Corporation
+$5.4M
144,848
-10%
建仓
OSIS
OSI Systems, Inc.
+$5.3M
19,877
增持
CWST
Casella Waste Systems, Inc.
+$5.2M
73,097
+1054%
建仓
CACI
CACI International Inc.
+$5.2M
9,483
建仓
CHRW
C.H. Robinson Worldwide, Inc.
+$5.0M
30,212
减持
ORCL
Oracle Corporation
-$4.9M
70,140
-10%
建仓
ESI
Element Solutions Inc
+$4.8M
140,145
清仓
A
Agilent Technologies, Inc.
-$4.6M
0
-100%
减持
FICO
Fair Isaac Corporation
-$4.4M
206
-93%
增持
VCTR
Victory Capital Holdings, Inc.
+$4.3M
179,683
+52%
增持
FIX
Comfort Systems USA, Inc.
+$4.2M
6,985
+21%
增持
VRT
Vertiv Holdings Co
+$4.1M
24,478
+93%
增持
AX
Axos Financials, Inc.
+$4.0M
93,929
+105%
增持
SSD
Simpson Manufacturing Co., Inc.
+$3.9M
79,773
+31%
减持
ORLY
O'Reilly Automotive, Inc.
-$3.7M
536,802
-8%
建仓
APG
APi Group Corporation
+$3.7M
90,530
清仓
MANH
Manhattan Associates, Inc.
-$3.4M
0
-100%
增持
MPWR
Monolithic Power Systems, Inc.
+$3.3M
6,521
+55%
减持
HD
The Home Depot, Inc.
-$3.3M
57,129
-11%
减持
NEE
NextEra Energy, Inc.
+$3.2M
576,293
-8%
增持
NRG
NRG Energy, Inc.
+$3.2M
54,506
+81%
清仓
BLDR
Builders FirstSource, Inc.
-$3.1M
0
-100%
清仓
LNG
Cheniere Energy, Inc
-$3.0M
0
-100%
增持
WWD
Woodward Inc.
+$2.8M
16,806
+58%
减持
IVV
iShares Core S&P 500 ETF
-$2.8M
2,404
-62%
增持
HLT
Hilton Worldwide Holdings Inc.
+$2.7M
21,139
+61%
增持
ULS
UL Solutions Inc.
+$2.6M
76,644
+54%
增持
AME
AMETEK, Inc.
+$2.5M
33,528
+48%
减持
HCA
HCA Healthcare, Inc.
-$2.4M
215,781
-4%
增持
—
Fabrinet
+$2.4M
16,211
+21%
增持
FSS
Federal Signal Corporation
+$2.2M
57,275
+55%
增持
CTAS
Cintas Corporation
+$2.0M
36,397
+64%
增持
FSV
FirstService Corporation
+$1.9M
50,787
+52%
增持
LPLA
LPL Financial Holdings Inc.
+$1.8M
28,855
+51%
清仓
CPRT
Copart, Inc.
-$1.8M
0
-100%
清仓
IWD
iShares Russell 1000 Value ETF
-$1.8M
0
-100%
增持
ADUS
Addus Homecare Corp
+$1.8M
70,235
+56%
减持
RSG
Republic Services, Inc.
-$1.6M
96,106
-10%
减持
EXR
Extra Space Storage Inc.
-$1.6M
109,141
-11%
减持
MSA
MSA Safety Incorporated
-$1.5M
88,824
-12%
清仓
BMI
Badger Meter, Inc.
-$1.5M
0
-100%
增持
DSGX
The Descartes Systems Group Inc.
+$1.4M
90,549
+57%
增持
SGI
Somnigroup International Inc.
+$1.4M
91,161
+51%
增持
RBC
RBC Bearings Incorporated
+$1.2M
5,921
+30%
增持
MOD
Modine Manufacturing Company
+$1.1M
10,169
+25%
增持
NPO
EnPro Inc.
+$1.1M
9,685
+55%
增持
MGY
Magnolia Oil & Gas Corporation
+$1.1M
63,895
+50%
减持
AMGN
Amgen Inc.
-$1.1M
75,772
-11%
增持
HEI/A
HEICO Corporation
+$1.1M
22,142
+55%
增持
TDG
TransDigm Group Incorporated
+$1.0M
75,265
+16%
增持
COIN
Coinbase Global, Inc.
+$909.1K
7,118
+382%
增持
IESC
IES Holdings, Inc.
+$904.9K
4,049
+54%
增持
GBCI
Glacier Bancorp, Inc.
+$901.8K
36,536
+120%
减持
JNJ
Johnson & Johnson
+$870.7K
75,180
-11%
清仓
BAH
Booz Allen Hamilton Holding Corporation
-$845.2K
0
-100%
清仓
ICFI
ICF International Inc.
-$838.7K
0
-100%
增持
GRBK
Green Brick Partners Inc.
+$798.3K
37,404
+45%
减持
FTNT
Fortinet, Inc.
-$759.4K
560,811
-4%
减持
ADI
Analog Devices, Inc.
+$729.3K
47,184
-10%
建仓
LGND
Ligand Pharmaceuticals Incorporated
+$695.8K
3,485
增持
MSGS
Madison Square Garden Sports Corp
+$694.1K
4,503
+55%
增持
HLNE
Hamilton Lane Incorporated
+$669.9K
55,236
+54%
增持
CIGI
Colliers International Group Inc.
+$644.6K
64,980
+52%
清仓
BRBR
BellRing Brands, Inc.
-$633.2K
0
-100%
增持
BCPC
Balchem Corporation
+$617.3K
8,685
+56%
增持
VSEC
VSE Corporation
+$599.1K
7,927
+59%
增持
ENSG
The Ensign Group, Inc.
+$569.7K
7,640
+37%
建仓
BELFB
Bel Fuse Inc.
+$557.5K
2,816
增持
PLUS
ePlus, Inc.
+$552.1K
29,906
+54%
建仓
CHEF
The Chefs' Warehouse, Inc.
+$546.2K
9,188
清仓
KNSL
Kinsale Capital Group, Inc.
-$498.7K
0
-100%
减持
FERG
Ferguson Enterprises Inc.
+$482.0K
146,575
-3%
减持
GOOG
Alphabet Inc. Class C
-$476.6K
16,076
-1%
减持
—
Garmin Ltd.
+$470.8K
81,569
-10%
建仓
WLDN
Willdan Group, Inc.
+$446.8K
5,836
增持
CPK
Chesapeake Utilities Corp
+$440.7K
9,664
+54%
减持
ADP
Automatic Data Processing, Inc.
-$419.6K
5,451
-8%
增持
CRVL
CorVel Corporation
+$414.9K
40,531
+52%
减持
WMT
Walmart, Inc.
+$406.3K
31,725
-0%
减持
TXN
Texas Instruments Incorporated
-$373.9K
103,462
-12%
增持
CON
Concentra Group Holdings Parent, Inc.
+$363.7K
47,898
+42%
增持
ALG
Alamo Group Inc.
+$358.5K
6,275
+56%
增持
SKY
Champion Homes, Inc.
+$346.2K
24,164
+41%
增持
NOVT
Novanta Inc.
+$318.7K
7,670
+55%
清仓
SCHM
Schwab US Mid-Cap ETF
-$295.6K
0
-100%
增持
ABG
Asbury Automotive Group, Inc.
+$283.7K
6,301
+55%
增持
HWKN
Hawkins, Inc.
+$273.9K
5,061
+43%
增持
RMBS
Rambus Inc.
+$272.0K
10,001
+56%
减持
PATK
Patrick Industries, Inc.
+$269.6K
216,336
-1%
清仓
ADBE
Adobe Inc.
-$269.5K
0
-100%
增持
CSW
CSW Industrials, Inc.
+$245.3K
3,246
+59%
增持
—
TopBuild Corp.
-$226.8K
13,073
+13%
清仓
EL
Estee Lauder
-$209.4K
0
-100%
增持
IIIV
I3 Verticals, LLC
+$205.7K
33,386
+56%
清仓
BLK
BlackRock, Inc.
-$205.5K
0
-100%
建仓
PM
Philip Morris International
+$205.0K
1,240
增持
HALO
Halozyme Therapeutics, Inc.
+$184.7K
9,054
+52%
减持
PEP
PepsiCo, Inc.
-$175.0K
122,079
-8%
减持
COST
Costco Wholesale Corporation
+$138.5K
2,480
-8%
减持
HON
Honeywell International Inc.
+$95.5K
4,466
-5%
