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Sargent Investment Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sargent Investment Group, LLC
报告期 2026-03-31 · CIK 0001766157
持仓数
269
前50大市值合计
$574.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 8
增持 56
减持 70
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
—
USA TECHNOLOGIES INC
-$19.6M
0
-100%
建仓
—
CANTALOUPE INC
+$17.8M
1,651,216
清仓
—
COLONY CAP INC NEW
-$11.4M
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
—
DIGITALBRIDGE GROUP INC
+$8.5M
1,691,700
减持
EXEL
EXELIXIS INC
-$4.4M
209,570
-57%
减持
—
AVID BIOSERVICES INC
-$4.2M
812,113
-4%
减持
OLED
UNIVERSAL DISPLAY CORP
-$4.1M
78,274
-1%
增持
—
MATINAS BIOPHARMA HLDGS INC
+$2.5M
3,245,021
+48%
增持
—
ANTARES PHARMA INC
-$2.4M
3,733,250
+1%
减持
BX
BLACKSTONE GROUP INC
+$2.4M
135,306
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$2.3M
100,780
+69%
增持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$1.6M
203,865
+500%
增持
AAPL
APPLE INC
+$1.5M
165,333
+4%
增持
ASPN
ASPEN AEROGELS INC
+$1.4M
38,556
+193%
减持
—
WORLD GOLD TR
-$1.4M
43,543
-64%
增持
CTSO
CYTOSORBENTS CORP
+$1.4M
964,141
+13%
减持
WMT
WALMART INC
-$874.0K
11,694
-34%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$813.0K
71,536
-25%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$809.0K
323,497
+1%
增持
XRX
XEROX HOLDINGS CORP
+$798.0K
229,500
+41%
增持
GOOGL
ALPHABET INC
+$745.0K
969
+28%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$673.0K
228,648
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$624.0K
387,813
+18%
增持
MSFT
MICROSOFT CORP
+$618.0K
38,982
+2%
减持
CHRS
COHERUS BIOSCIENCES INC
-$604.0K
46,540
-52%
减持
—
EASTERLY GOVT PPTYS INC
-$537.0K
135,663
-14%
减持
SLRC
SLR INVESTMENT CORP
-$535.0K
11,800
-71%
增持
GOOG
ALPHABET INC
+$532.0K
2,050
+4%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$494.0K
118,425
+9%
清仓
CFA
VICTORY PORTFOLIOS II
-$483.0K
0
-100%
增持
ERII
ENERGY RECOVERY INC
+$481.0K
44,020
+181%
增持
IRM
IRON MTN INC NEW
+$365.0K
164,075
+3%
减持
T
AT&T INC
-$364.0K
9,513
-56%
建仓
ICLN
ISHARES TR
+$358.0K
16,515
建仓
CMCSA
COMCAST CORP NEW
+$343.0K
6,138
清仓
BXMT
BLACKSTONE MTG TR INC
-$316.0K
0
-100%
减持
NVAX
NOVAVAX INC
-$313.0K
20,667
-5%
清仓
DNLI
DENALI THERAPEUTICS INC
-$299.0K
0
-100%
增持
ATOM
ATOMERA INC
+$296.0K
164,059
+1%
清仓
CME
CME GROUP INC
-$296.0K
0
-100%
增持
FUTU
FUTU HLDGS LTD
-$295.0K
3,450
+1%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$282.0K
0
-100%
建仓
—
PALISADE BIO INC
+$278.0K
105,000
减持
SQ
SQUARE INC
-$278.0K
53,487
-1%
减持
XFOFX
COHEN & STEERS CLOSED-END OP
-$273.0K
19,085
-48%
减持
—
SPECTRUM PHARMACEUTICALS INC
-$270.0K
158,600
-3%
清仓
LVS
LAS VEGAS SANDS CORP
-$263.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$257.0K
19,863
+3%
增持
FINX
GLOBAL X FDS
+$256.0K
103,897
+5%
减持
CVX
CHEVRON CORP NEW
-$252.0K
8,793
-19%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$245.0K
0
-100%
减持
—
AMPLIFY ETF TR
-$238.0K
31,720
-4%
清仓
ILMN
ILLUMINA INC
-$238.0K
0
-100%
减持
MAT
MATTEL INC
+$232.0K
48,700
-73%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$231.0K
1,501
清仓
FGD
FIRST TR EXCHANGE TRADED FD
-$229.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$228.0K
1,811
+9%
减持
—
DONNELLEY R R & SONS CO
-$222.0K
13,500
-94%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$213.0K
20,806
-1%
清仓
DEO
DIAGEO PLC
-$212.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$208.0K
0
-100%
减持
CG
CARLYLE GROUP INC
+$203.0K
311,765
-0%
减持
F
FORD MTR CO DEL
-$201.0K
216,477
-29%
增持
STWD
STARWOOD PPTY TR INC
+$200.0K
41,086
+34%
建仓
SGOL
ABERDEEN STD GOLD ETF TR
+$191.0K
11,330
减持
COST
COSTCO WHSL CORP NEW
+$186.0K
4,029
-2%
增持
MITK
MITEK SYS INC
-$182.0K
355,865
+1%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$181.0K
129,066
+4%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$178.0K
35,245
-12%
减持
MRNA
MODERNA INC
+$172.0K
1,270
-6%
减持
MDLZ
MONDELEZ INTL INC
-$155.0K
5,052
-30%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$144.0K
221,605
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$128.0K
5,888
+8%
减持
BA
BOEING CO
-$128.0K
5,324
-2%
增持
PBW
INVESCO EXCHANGE TRADED FD T
-$125.0K
45,242
+16%
减持
ABT
ABBOTT LABS
-$123.0K
8,562
-12%
增持
FSV
FIRSTSERVICE CORP NEW
+$121.0K
12,267
+0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$118.0K
51,653
+8%
增持
BNL
BROADSTONE NET LEASE INC
+$116.0K
81,565
+0%
减持
—
EXXON MOBIL CORP
-$109.0K
14,363
-5%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$108.0K
56,750
-5%
减持
—
BLACKROCK INC
-$107.0K
409
-20%
清仓
—
HC2 HLDGS INC
-$106.0K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$105.0K
22,926
-8%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$100.0K
18,043
-8%
减持
—
CAPSTONE GREEN ENERGY CORP
-$98.0K
100,075
-3%
增持
FDX
FEDEX CORP
-$97.0K
2,185
+28%
减持
FCX
FREEPORT-MCMORAN INC
-$91.0K
16,548
-2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$90.0K
146,083
+2%
增持
JNJ
JOHNSON & JOHNSON
+$90.0K
25,987
+4%
减持
MMM
3M CO
-$89.0K
3,771
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$89.0K
1,115
+46%
减持
TSLA
TESLA INC
+$86.0K
1,090
-2%
减持
NKE
NIKE INC
-$85.0K
5,531
-4%
减持
UNP
UNION PAC CORP
-$84.0K
3,388
-0%
增持
TJX
TJX COS INC NEW
+$83.0K
7,780
+22%
减持
CVS
CVS HEALTH CORP
-$82.0K
9,582
-11%
增持
V
VISA INC
+$82.0K
3,989
+16%
增持
—
LIVEPERSON INC
-$80.0K
23,918
+1%
减持
JMBS
JANUS DETROIT STR TR
-$80.0K
8,410
-15%
减持
—
TRANSOCEAN LTD
-$80.0K
50,000
-67%
减持
—
GENERAL ELECTRIC CO
+$76.0K
152,485
-78%
增持
GS
GOLDMAN SACHS GROUP INC
+$74.0K
1,225
+20%
增持
CAT
CATERPILLAR INC
+$73.0K
3,125
+29%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$72.0K
7,320
-6%
减持
DOW
DOW INC
-$68.0K
8,753
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$68.0K
36,357
-72%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$68.0K
24,990
+6%
增持
QCOM
QUALCOMM INC
+$67.0K
11,648
+16%
增持
UPS
UNITED PARCEL SERVICE INC
-$67.0K
3,188
+2%
减持
ORCL
ORACLE CORP
+$66.0K
13,458
-5%
减持
MA
MASTERCARD INCORPORATED
-$66.0K
681
-18%
减持
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$65.0K
15,500
-24%
增持
NAGE
CHROMADEX CORP
-$65.0K
21,000
+5%
减持
DHR
DANAHER CORPORATION
-$62.0K
3,135
-17%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$61.0K
10,947
+3%
减持
PULS
PGIM ETF TR
-$58.0K
56,115
-2%
增持
—
DUPONT DE NEMOURS INC
-$56.0K
5,958
+42%
减持
KO
COCA COLA CO
+$55.0K
9,052
-84%
减持
GM
GENERAL MTRS CO
-$51.0K
4,700
-7%
增持
META
FACEBOOK INC
+$51.0K
1,014
+36%
增持
PYPL
PAYPAL HLDGS INC
+$49.0K
3,100
+19%
减持
INTC
INTEL CORP
-$46.0K
14,315
-1%
减持
AMGN
AMGEN INC
-$44.0K
964
-5%
减持
HD
HOME DEPOT INC
+$42.0K
7,741
-1%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$40.0K
13,745
-7%
清仓
—
BIOSIG TECHNOLOGIES INC
-$39.0K
0
-100%
增持
TTD
THE TRADE DESK INC
-$37.0K
6,080
+1%
清仓
ABUS
ARBUTUS BIOPHARMA CORP
-$37.0K
0
-100%
增持
BAC
BK OF AMERICA CORP
+$34.0K
20,268
+1%
减持
PM
PHILIP MORRIS INTL INC
-$31.0K
4,219
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$30.0K
14,135
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$30.0K
9,824
+3%
减持
DIS
DISNEY WALT CO
-$30.0K
5,893
-0%
减持
PG
PROCTER AND GAMBLE CO
+$28.0K
11,844
-2%
减持
BALL
BALL CORP
-$24.0K
2,750
-18%
减持
PEP
PEPSICO INC
-$22.0K
8,197
-3%
增持
MRK
MERCK & CO INC
-$22.0K
9,788
+1%
减持
HON
HONEYWELL INTL INC
-$20.0K
1,715
-2%
减持
C
CITIGROUP INC
-$19.0K
11,082
-2%
减持
—
INVESCO HIG INCM 2023 TARG T
-$18.0K
15,625
-10%
增持
KMI
KINDER MORGAN INC DEL
+$17.0K
32,591
+13%
减持
SBUX
STARBUCKS CORP
-$16.0K
9,215
-0%
减持
PFE
PFIZER INC
+$16.0K
14,231
-7%
增持
IBB
ISHARES TR
+$15.0K
2,177
+6%
增持
ABBV
ABBVIE INC
-$15.0K
7,248
+2%
建仓
ARDX
ARDELYX INC
+$14.0K
10,745
增持
—
INTRA-CELLULAR THERAPIES INC
+$14.0K
5,923
+17%
减持
WY
WEYERHAEUSER CO MTN BE
+$11.0K
11,733
-1%
减持
CSCO
CISCO SYS INC
+$11.0K
8,737
-0%
