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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 17
增持 62
减持 60
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
GE
GENERAL ELECTRIC CO
-$10.1M
38,846
-73%
减持
—
AVID BIOSERVICES INC
-$7.1M
752,926
-2%
减持
BNL
BROADSTONE NET LEASE INC
-$5.1M
80,590
-22%
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
—
DIGITALBRIDGE GROUP INC
-$4.2M
1,374,550
-19%
减持
—
CANTALOUPE INC
-$3.5M
1,624,329
-1%
增持
AAPL
APPLE INC
+$3.5M
188,122
+14%
减持
F
FORD MTR CO DEL
-$2.9M
407,759
-13%
增持
MAT
MATTEL INC
+$2.4M
156,110
+207%
减持
SQ
BLOCK INC
-$2.3M
45,612
-14%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$2.3M
14,084
-69%
减持
CG
CARLYLE GROUP INC
-$2.1M
296,225
-2%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.1M
11,150
增持
—
ANTARES PHARMA INC
+$1.9M
3,863,275
+5%
减持
ROBT
FIRST TR EXCHANGE-TRADED FD
-$1.8M
118,788
-11%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.7M
68,830
-23%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.6M
236,761
+6%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
184,427
+21%
减持
BX
BLACKSTONE INC
-$1.5M
122,516
-7%
减持
NVAX
NOVAVAX INC
-$1.4M
19,863
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.4M
18,937
-63%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
10,705
+33%
减持
ATOM
ATOMERA INC
-$1.3M
153,204
-6%
减持
MITK
MITEK SYS INC
-$1.1M
359,010
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
402,558
+11%
减持
HD
HOME DEPOT INC
-$1.0M
7,585
-5%
减持
FINX
GLOBAL X FDS
-$955.0K
106,590
-2%
增持
MSFT
MICROSOFT CORP
-$912.0K
38,322
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$864.0K
307,287
-6%
增持
IRM
IRON MTN INC NEW
+$778.0K
175,045
+3%
增持
—
MATINAS BIOPHARMA HLDGS INC
-$734.0K
3,643,979
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$724.0K
79,952
+227%
减持
FSV
FIRSTSERVICE CORP NEW
-$722.0K
12,658
-64%
建仓
GLDM
WORLD GOLD TR
+$660.0K
17,160
增持
CTSO
CYTOSORBENTS CORP
-$649.0K
827,380
+5%
增持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$597.0K
339,775
+41%
减持
TGT
TARGET CORP
-$596.0K
1,415
-96%
增持
—
SPECTRUM PHARMACEUTICALS INC
+$516.0K
414,600
+2740%
建仓
ACHR
ARCHER AVIATION INC
+$515.0K
107,000
增持
SHOP
SHOPIFY INC
-$424.0K
780
+13%
增持
CVX
CHEVRON CORP NEW
+$408.0K
8,723
+1%
建仓
—
ENVIVA INC
+$385.0K
4,867
清仓
MRNA
MODERNA INC
-$317.0K
0
-100%
增持
—
CAPSTONE GREEN ENERGY CORP
+$316.0K
165,394
+50%
增持
CAT
CATERPILLAR INC
+$312.0K
4,778
+31%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$306.0K
100,000
+90%
建仓
JSCP
J P MORGAN EXCHANGE-TRADED F
+$294.0K
6,150
减持
CHRS
COHERUS BIOSCIENCES INC
-$290.0K
26,630
-33%
增持
AMZN
AMAZON COM INC
+$277.0K
1,785
+7%
增持
JNJ
JOHNSON & JOHNSON
+$276.0K
25,339
+3%
增持
ASPN
ASPEN AEROGELS INC
-$270.0K
66,458
+29%
清仓
GM
GENERAL MTRS CO
-$246.0K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$246.0K
5,947
增持
JPM
JPMORGAN CHASE & CO
-$241.0K
22,320
+8%
清仓
—
SANDY SPRING BANCORP INC
-$240.0K
0
-100%
减持
—
EASTERLY GOVT PPTYS INC
-$232.0K
125,578
-0%
增持
ARCC
ARES CAPITAL CORP
+$230.0K
275,353
+5%
清仓
IQV
IQVIA HLDGS INC
-$226.0K
0
-100%
清仓
VFC
V F CORP
-$220.0K
0
-100%
增持
ERII
ENERGY RECOVERY INC
+$219.0K
92,570
+21%
建仓
PANW
PALO ALTO NETWORKS INC
+$218.0K
350
增持
KMI
KINDER MORGAN INC DEL
+$217.0K
47,180
+11%
建仓
KRE
SPDR SER TR
+$210.0K
3,042
清仓
VTI
VANGUARD INDEX FDS
-$208.0K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$207.0K
0
-100%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$206.0K
0
-100%
建仓
IVW
ISHARES TR
+$205.0K
2,685
清仓
NUE
NUCOR CORP
-$203.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$203.0K
14,894
+50%
增持
FDX
FEDEX CORP
+$202.0K
4,398
+39%
建仓
DUK
DUKE ENERGY CORP NEW
+$202.0K
1,808
增持
SBUX
STARBUCKS CORP
-$201.0K
8,190
+1%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$198.0K
6,615
-10%
减持
ABT
ABBOTT LABS
-$198.0K
8,747
-0%
减持
—
DUPONT DE NEMOURS INC
-$194.0K
3,915
-34%
减持
PYPL
PAYPAL HLDGS INC
-$192.0K
2,575
-1%
减持
—
EXXON MOBIL CORP
+$192.0K
14,658
-12%
减持
ABBV
ABBVIE INC
+$191.0K
7,398
-1%
减持
NKE
NIKE INC
-$189.0K
5,822
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$165.0K
24,726
+15%
减持
—
LIVEPERSON INC
-$163.0K
13,706
-2%
增持
QCOM
QUALCOMM INC
-$160.0K
13,735
+11%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$159.0K
112,140
-2%
增持
TTD
THE TRADE DESK INC
-$155.0K
7,615
+2%
减持
VNQ
VANGUARD INDEX FDS
-$136.0K
2,725
-27%
增持
EMR
EMERSON ELEC CO
+$134.0K
10,039
+10%
增持
COP
CONOCOPHILLIPS
+$130.0K
3,505
+15%
增持
GOOG
ALPHABET INC
-$128.0K
2,019
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$122.0K
10,703
+1%
减持
MMM
3M CO
-$117.0K
3,680
-2%
增持
—
MEDIWOUND LTD
-$117.0K
374,750
+2%
增持
AXP
AMERICAN EXPRESS CO
+$112.0K
4,607
+1%
减持
PFE
PFIZER INC
-$109.0K
14,571
-0%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$109.0K
82,900
+6%
减持
EXEL
EXELIXIS INC
+$104.0K
285,250
-4%
增持
TJX
TJX COS INC NEW
-$101.0K
8,665
+5%
清仓
—
INVESCO HIG INCM 2023 TARG T
-$100.0K
0
-100%
建仓
—
TRANSOCEAN LTD
+$94.0K
100,000
减持
BAX
BAXTER INTL INC
-$92.0K
8,182
-3%
增持
UNP
UNION PAC CORP
+$84.0K
3,432
+1%
减持
PAYX
PAYCHEX INC
-$82.0K
2,475
-20%
增持
C
CITIGROUP INC
-$80.0K
12,269
+1%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$78.0K
17,830
+16%
增持
PM
PHILIP MORRIS INTL INC
+$76.0K
4,936
+21%
增持
META
META PLATFORMS INC
-$75.0K
1,057
+15%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$70.0K
32,152
+1%
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$69.0K
10,656
增持
DIS
DISNEY WALT CO
-$67.0K
4,286
+1%
减持
VOO
VANGUARD INDEX FDS
-$66.0K
500
-20%
增持
DOW
DOW INC
+$65.0K
8,845
+0%
建仓
—
INTRUSION INC
+$61.0K
24,455
减持
—
AMPLIFY ETF TR
-$61.0K
21,035
-9%
减持
PULS
PGIM ETF TR
-$61.0K
39,115
-3%
增持
STWD
STARWOOD PPTY TR INC
+$60.0K
44,650
+7%
减持
—
BLACKROCK INC
-$60.0K
382
-1%
增持
MA
MASTERCARD INCORPORATED
+$59.0K
851
+25%
减持
JMBS
JANUS DETROIT STR TR
-$58.0K
7,605
-8%
减持
PEP
PEPSICO INC
-$57.0K
7,859
-1%
增持
XRX
XEROX HOLDINGS CORP
+$54.0K
195,550
+14%
减持
BA
BOEING CO
-$53.0K
5,319
-0%
减持
MDLZ
MONDELEZ INTL INC
-$51.0K
5,002
-9%
增持
GS
GOLDMAN SACHS GROUP INC
-$49.0K
1,274
+4%
增持
—
SIRIUS XM HOLDINGS INC
+$47.0K
18,073
+58%
减持
MAR
MARRIOTT INTL INC NEW
+$43.0K
5,783
-2%
增持
XBI
SPDR SER TR
-$38.0K
4,090
+13%
增持
GOOGL
ALPHABET INC
-$38.0K
832
+2%
增持
KO
COCA COLA CO
+$37.0K
9,357
+2%
减持
INTC
INTEL CORP
-$36.0K
10,675
-3%
增持
IBB
ISHARES TR
-$34.0K
2,257
+5%
增持
ORCL
ORACLE CORP
-$31.0K
14,280
+3%
清仓
—
PHASEBIO PHARMACEUTICALS INC
-$30.0K
0
-100%
增持
BFS
SAUL CTRS INC
+$30.0K
6,075
+11%
减持
HSIC
HENRY SCHEIN INC
+$28.0K
6,150
-6%
减持
WMT
WALMART INC
+$28.0K
10,094
-1%
减持
CVS
CVS HEALTH CORP
-$27.0K
9,837
-1%
建仓
—
BITNILE HOLDINGS INC
+$25.0K
30,000
减持
MCD
MCDONALDS CORP
-$23.0K
1,039
-0%
增持
WY
WEYERHAEUSER CO MTN BE
+$20.0K
13,283
+13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$20.0K
13,580
-1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$20.0K
12,938
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$20.0K
3,130
+3%
减持
—
CEDAR FAIR L P
+$19.0K
11,370
-6%
建仓
—
WAITR HLDGS INC
+$19.0K
50,000
减持
DEO
DIAGEO PLC
-$18.0K
1,000
-1%
建仓
—
NEXTPLAY TECHNOLOGIES INC
+$17.0K
30,000
减持
GLW
CORNING INC
-$17.0K
12,325
-3%
增持
BAC
BK OF AMERICA CORP
-$16.0K
21,895
+6%
减持
UNH
UNITEDHEALTH GROUP INC
+$16.0K
2,190
-0%
减持
TSLA
TESLA INC
-$16.0K
989
-3%
建仓
—
GENIUS BRANDS INTL INC
+$15.0K
15,000
减持
DE
DEERE & CO
+$12.0K
650
-14%
