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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 9
增持 59
减持 66
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
GE
GENERAL ELECTRIC CO
+$13.7M
145,036
增持
F
FORD MTR CO DEL
+$8.1M
471,284
+118%
增持
AAPL
APPLE INC
+$6.0M
165,471
+0%
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。
增持
—
DIGITALBRIDGE GROUP INC
+$5.7M
1,693,250
+0%
清仓
—
GENERAL ELECTRIC CO
-$5.4M
0
-100%
减持
—
AVID BIOSERVICES INC
+$4.9M
768,727
-5%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$4.9M
0
-100%
增持
BNL
FIRST TR EXCHANGE-TRADED FD
+$4.8M
103,343
+27%
减持
CTSO
CYTOSORBENTS CORP
-$4.5M
784,836
-19%
减持
SQ
SQUARE INC
-$4.3M
52,827
-1%
减持
—
CANTALOUPE INC
-$3.3M
1,636,506
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.7M
362,098
-7%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.0M
152,520
+4%
减持
CG
CARLYLE GROUP INC
+$1.9M
302,800
-3%
增持
IRM
IRON MTN INC NEW
+$1.8M
170,475
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
24,447
-33%
减持
OLED
UNIVERSAL DISPLAY CORP
-$1.8M
70,463
-10%
减持
MSFT
MICROSOFT CORP
+$1.7M
37,843
-3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.4M
325,523
+1%
减持
BX
BLACKSTONE INC
+$1.3M
131,441
-3%
减持
NVAX
NOVAVAX INC
-$1.2M
20,000
-3%
增持
EXEL
EXELIXIS INC
+$989.0K
296,420
+41%
减持
—
LIVEPERSON INC
-$912.0K
13,948
-42%
增持
ERII
ENERGY RECOVERY INC
+$807.0K
76,545
+74%
减持
PULS
PGIM ETF TR
-$802.0K
40,125
-28%
增持
ASPN
ASPEN AEROGELS INC
+$787.0K
51,441
+33%
增持
HD
HOME DEPOT INC
+$763.0K
7,961
+3%
清仓
—
WORLD GOLD TR
-$760.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$757.0K
12,353
+6%
减持
XRX
XEROX HOLDINGS CORP
-$739.0K
171,810
-25%
增持
FINX
GLOBAL X FDS
-$621.0K
109,124
+5%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$599.0K
214,105
-3%
增持
TGT
WORLD GOLD TR
+$584.0K
33,287
+2339%
增持
—
MATINAS BIOPHARMA HLDGS INC
-$554.0K
3,628,906
+12%
减持
ATOM
ATOMERA INC
-$519.0K
162,484
-1%
增持
COST
COSTCO WHSL CORP NEW
+$513.0K
4,092
+2%
增持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$463.0K
134,146
+4%
减持
AMZN
AMAZON COM INC
-$407.0K
1,662
-8%
增持
FDX
FEDEX CORP
+$403.0K
3,156
+44%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$374.0K
222,855
-3%
增持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$365.0K
241,265
+18%
清仓
ICLN
ISHARES TR
-$358.0K
0
-100%
增持
FSV
INTRUSION INC
+$342.0K
34,974
+185%
减持
CARR
CARRIER GLOBAL CORPORATION
-$338.0K
89,930
-11%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$337.0K
52,550
-74%
减持
—
SPECTRUM PHARMACEUTICALS INC
-$327.0K
14,600
-91%
减持
PYPL
PAYPAL HLDGS INC
-$317.0K
2,600
-16%
清仓
FUTU
FUTU HLDGS LTD
-$314.0K
0
-100%
减持
GOOG
ALPHABET INC
+$303.0K
1,993
-3%
增持
PG
PROCTER AND GAMBLE CO
+$292.0K
11,909
+1%
减持
—
AMPLIFY ETF TR
-$287.0K
23,035
-27%
建仓
VOO
VANGUARD INDEX FDS
+$274.0K
628
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$270.0K
8,065
-18%
增持
PBW
INVESCO EXCHANGE TRADED FD T
-$261.0K
45,266
+0%
清仓
T
AT&T INC
-$257.0K
0
-100%
增持
TTD
THE TRADE DESK INC
+$255.0K
7,445
+22%
增持
—
MEDIWOUND LTD
-$252.0K
365,750
+10%
增持
PFE
PFIZER INC
+$251.0K
14,617
+3%
减持
GOOGL
ALPHABET INC
-$239.0K
812
-16%
减持
TSLA
TESLA INC
+$237.0K
1,024
-6%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$231.0K
0
-100%
建仓
CME
CME GROUP INC
+$226.0K
990
增持
ABBV
ABBVIE INC
+$226.0K
7,448
+3%
建仓
IQV
IQVIA HLDGS INC
+$226.0K
800
清仓
FISV
FISERV INC
-$223.0K
0
-100%
增持
ABT
ABBOTT LABS
+$222.0K
8,762
+2%
清仓
—
INTRA-CELLULAR THERAPIES INC
-$221.0K
0
-100%
建仓
DEO
DIAGEO PLC
+$221.0K
1,006
建仓
VFC
V F CORP
+$220.0K
3,000
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$215.0K
20,990
-16%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$211.0K
114,825
-3%
增持
CVS
CVS HEALTH CORP
+$210.0K
9,912
+3%
建仓
VTI
VANGUARD INDEX FDS
+$208.0K
860
建仓
NUE
NUCOR CORP
+$203.0K
1,781
增持
MITK
MITEK SYS INC
-$198.0K
359,765
+1%
减持
INTC
INTEL CORP
-$198.0K
10,971
-23%
增持
MAT
MATTEL INC
+$193.0K
50,900
+5%
清仓
SGOL
ABERDEEN STD GOLD ETF TR
-$191.0K
0
-100%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$190.0K
12,943
-28%
增持
—
EXXON MOBIL CORP
+$174.0K
16,658
+16%
减持
MRNA
MODERNA INC
-$172.0K
1,250
-2%
增持
NKE
NIKE INC
+$169.0K
5,831
+5%
减持
WMT
WALMART INC
-$155.0K
10,194
-13%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$154.0K
50,621
-2%
增持
CAT
CATERPILLAR INC
+$153.0K
3,640
+16%
增持
CSCO
CISCO SYS INC
+$151.0K
9,897
+13%
减持
PEP
PEPSICO INC
+$139.0K
7,899
-4%
增持
KMI
KINDER MORGAN INC DEL
+$130.0K
42,535
+31%
增持
GLW
CORNING INC
+$122.0K
12,678
+32%
减持
CVX
CHEVRON CORP NEW
+$120.0K
8,623
-2%
减持
V
VISA INC
-$116.0K
3,566
-11%
增持
—
CAPSTONE GREEN ENERGY CORP
-$116.0K
109,950
+10%
减持
CHRS
COHERUS BIOSCIENCES INC
-$114.0K
39,734
-15%
增持
TJX
TJX COS INC NEW
+$113.0K
8,245
+6%
增持
—
PALISADE BIO INC
-$109.0K
130,000
+24%
增持
DHR
DANAHER CORPORATION
+$107.0K
3,225
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$93.0K
2,392
+17%
减持
LLY
LILLY ELI & CO
+$88.0K
2,349
-3%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$88.0K
11,345
-17%
减持
—
EASTERLY GOVT PPTYS INC
+$84.0K
125,963
-7%
增持
VNQ
VANGUARD INDEX FDS
+$84.0K
3,717
+9%
减持
ARCC
ARES CAPITAL CORP
+$82.0K
261,398
-3%
减持
—
SANDY SPRING BANCORP INC
-$81.0K
5,000
-29%
增持
EMR
EMERSON ELEC CO
+$80.0K
9,144
+12%
减持
NAGE
CHROMADEX CORP
-$72.0K
16,000
-24%
增持
MDLZ
MONDELEZ INTL INC
+$71.0K
5,497
+9%
减持
SBUX
STARBUCKS CORP
-$71.0K
8,085
-12%
增持
MCD
MCDONALDS CORP
+$71.0K
1,043
+20%
减持
TSLX
SIXTH STREET SPECIALTY LENDN
+$70.0K
77,900
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$70.0K
3,038
-5%
清仓
—
DONNELLEY R R & SONS CO
-$69.0K
0
-100%
增持
KO
COCA COLA CO
+$68.0K
9,172
+1%
增持
SHOP
SHOPIFY INC
+$60.0K
690
+5%
增持
BAC
BK OF AMERICA CORP
+$59.0K
20,645
+2%
清仓
—
ZIOPHARM ONCOLOGY INC
-$55.0K
0
-100%
减持
IRDM
IRIDIUM COMMUNICATIONS INC
-$53.0K
5,000
-23%
减持
—
INVESCO HIG INCM 2023 TARG T
-$52.0K
10,725
-31%
减持
VZ
VERIZON COMMUNICATIONS INC
-$51.0K
13,708
-3%
减持
—
ANTARES PHARMA INC
-$47.0K
3,695,475
-1%
清仓
—
CONTANGO OIL & GAS CO
-$46.0K
0
-100%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$43.0K
69,536
-3%
增持
C
CITIGROUP INC
-$43.0K
12,172
+10%
增持
XBI
SPDR SER TR
-$39.0K
3,630
+3%
增持
ORCL
ORACLE CORP
+$39.0K
13,903
+3%
减持
CMCSA
COMCAST CORP NEW
-$38.0K
6,067
-1%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$35.0K
6,890
+7%
增持
JPM
JPMORGAN CHASE & CO
+$33.0K
20,738
+4%
建仓
—
PHASEBIO PHARMACEUTICALS INC
+$30.0K
11,675
减持
COP
CONOCOPHILLIPS
-$27.0K
3,055
-16%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$25.0K
15,305
+1%
减持
IBB
ISHARES TR
-$24.0K
2,152
-1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$23.0K
21,526
-6%
清仓
BCS
BARCLAYS PLC
-$21.0K
0
-100%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$21.0K
31,879
-10%
减持
AMT
AMERICAN TOWER CORP NEW
+$20.0K
1,080
-3%
减持
DE
DEERE & CO
-$19.0K
753
-9%
增持
AMGN
AMGEN INC
+$19.0K
994
+3%
增持
CRM
SALESFORCE COM INC
-$19.0K
4,515
+5%
减持
JNJ
JOHNSON & JOHNSON
+$18.0K
24,639
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$18.0K
4,000
-4%
减持
HON
HONEYWELL INTL INC
-$17.0K
1,665
-3%
增持
STWD
STARWOOD PPTY TR INC
+$16.0K
41,914
+2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$15.0K
1,626
+7%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
+$15.0K
5,165
-5%
清仓
ARDX
ARDELYX INC
-$14.0K
0
-100%
清仓
—
TRANSOCEAN LTD
-$13.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$12.0K
4,086
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$12.0K
10,587
-3%
增持
COF
CAPITAL ONE FINL CORP
-$11.0K
2,525
+9%
减持
JMBS
JANUS DETROIT STR TR
-$9.0K
8,305
-1%
