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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 138 项
建仓 11
增持 62
减持 51
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
ANTARES PHARMA INC
-$15.1M
0
-100%
建仓
SPYG
SPDR SER TR
+$7.8M
149,796
减持
AAPL
APPLE INC
-$7.4M
185,862
-1%
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
SPYV
SPDR SER TR
+$5.8M
157,657
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$5.4M
270,933
-12%
增持
CG
CARLYLE GROUP INC
-$4.9M
302,060
+2%
增持
OLED
UNIVERSAL DISPLAY CORP
-$4.6M
69,711
+0%
减持
BX
BLACKSTONE INC
-$4.4M
122,252
-0%
增持
—
AVID BIOSERVICES INC
-$3.8M
753,886
+0%
建仓
VOE
VANGUARD INDEX FDS
+$3.8M
29,013
减持
—
DIGITALBRIDGE GROUP INC
-$3.6M
1,280,800
-7%
建仓
JAAA
JANUS DETROIT STR TR
+$3.6M
73,310
减持
SQ
BLOCK INC
-$3.4M
44,582
-2%
减持
FTCS
FIRSTSERVICE CORP NEW
-$3.3M
151,287
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.0M
49,857
-38%
减持
FINX
GLOBAL X FDS
-$3.0M
17,500
-84%
减持
ROBT
FIRST TR EXCHANGE-TRADED FD
-$2.6M
79,953
-33%
减持
GE
GENERAL ELECTRIC CO
-$2.2M
21,084
-46%
减持
MITK
MITEK SYS INC
-$2.1M
339,240
-6%
增持
F
FORD MTR CO DEL
-$2.1M
431,159
+6%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$2.0M
35,788
+1905%
减持
MSFT
MICROSOFT CORP
-$2.0M
38,162
-0%
增持
STWD
STARWOOD PPTY TR INC
+$1.7M
133,493
+199%
增持
ASPN
ASPEN AEROGELS INC
-$1.6M
73,458
+11%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.5M
315,095
+215%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.5M
194,321
-18%
增持
—
CANTALOUPE INC
-$1.4M
1,721,274
+6%
减持
GOOG
ALPHABET INC
-$1.3M
2,002
-1%
增持
IRM
IRON MTN INC NEW
-$1.1M
175,705
+0%
增持
MAT
MATTEL INC
+$1.1M
205,840
+32%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.1M
57,530
-16%
增持
XRX
XEROX HOLDINGS CORP
-$880.0K
206,340
+6%
增持
ARCC
ARES CAPITAL CORP
-$816.0K
276,268
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$755.0K
97,460
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$584.0K
11,697
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$572.0K
546,288
+36%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$521.0K
48,990
+52%
增持
JPM
JPMORGAN CHASE & CO
-$509.0K
22,500
+1%
增持
CTSO
CYTOSORBENTS CORP
-$498.0K
977,496
+18%
减持
PBW
INVESCO EXCHANGE TRADED FD T
-$453.0K
10,150
-28%
减持
FSV
FIRST TR EXCHANGE-TRADED FD
-$434.0K
11,020
-13%
增持
GOOGL
ALPHABET INC
-$392.0K
882
+6%
增持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$355.0K
500,950
+47%
减持
FCX
FREEPORT-MCMORAN INC
-$352.0K
16,098
-3%
增持
NVAX
NOVAVAX INC
-$351.0K
21,626
+9%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
-$351.0K
85,400
+3%
增持
SHOP
SHOPIFY INC
-$326.0K
6,433
+725%
增持
QCOM
QUALCOMM INC
-$321.0K
13,920
+1%
增持
ATOM
ATOMERA INC
-$306.0K
180,654
+18%
减持
WY
WEYERHAEUSER CO MTN BE
-$302.0K
6,083
-54%
清仓
PYPL
PAYPAL HLDGS INC
-$298.0K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$290.0K
5,800
建仓
VTIP
VANGUARD MALVERN FDS
+$289.0K
5,769
清仓
DE
DEERE & CO
-$270.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$252.0K
1,750
-11%
建仓
VHT
VANGUARD WORLD FDS
+$251.0K
1,065
清仓
BALL
BALL CORP
-$248.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$245.0K
0
-100%
清仓
META
META PLATFORMS INC
-$235.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$227.0K
4,442
+9%
增持
—
EASTERLY GOVT PPTYS INC
-$226.0K
127,570
+2%
清仓
VTHR
VANGUARD SCOTTSDALE FDS
-$225.0K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$224.0K
4,602
-0%
建仓
WMB
WILLIAMS COS INC
+$220.0K
7,065
增持
—
MEDIWOUND LTD
+$220.0K
524,750
+40%
清仓
PANW
PALO ALTO NETWORKS INC
-$218.0K
0
-100%
清仓
KRE
SPDR SER TR
-$210.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$208.0K
8,373
-4%
清仓
VOO
VANGUARD INDEX FDS
-$208.0K
0
-100%
增持
TTD
THE TRADE DESK INC
-$206.0K
7,660
+1%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$205.0K
5,980
-10%
清仓
IVW
ISHARES TR
-$205.0K
0
-100%
清仓
DEO
DIAGEO PLC
-$203.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$202.0K
0
-100%
增持
—
MATINAS BIOPHARMA HLDGS INC
+$198.0K
3,960,900
+9%
增持
CSCO
CISCO SYS INC
-$191.0K
14,989
+1%
减持
CHRS
COHERUS BIOSCIENCES INC
-$188.0K
21,525
-19%
减持
C
CITIGROUP INC
-$179.0K
10,344
-16%
减持
—
LIVEPERSON INC
-$176.0K
11,237
-18%
增持
DIS
DISNEY WALT CO
-$157.0K
4,561
+6%
增持
WMT
WALMART INC
-$152.0K
11,110
+10%
建仓
—
TELLURIAN INC NEW
+$149.0K
50,000
减持
INTC
INTEL CORP
-$146.0K
10,225
-4%
增持
BAC
BK OF AMERICA CORP
-$140.0K
24,505
+12%
减持
HSIC
HENRY SCHEIN INC
-$138.0K
5,185
-16%
增持
—
CAPSTONE GREEN ENERGY CORP
-$138.0K
219,950
+33%
减持
—
AMPLIFY ETF TR
-$134.0K
19,715
-6%
减持
SBUX
STARBUCKS CORP
-$128.0K
8,075
-1%
增持
DHR
DANAHER CORPORATION
-$125.0K
3,240
+0%
增持
EMR
EMERSON ELEC CO
-$123.0K
10,824
+8%
建仓
—
CREATIVE REALITIES INC
+$122.0K
200,000
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$122.0K
11,938
-8%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$121.0K
23,110
+30%
减持
—
TRANSOCEAN LTD
+$121.0K
64,600
-35%
减持
MMM
3M CO
-$119.0K
3,315
-10%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$116.0K
8,825
+43%
减持
UPS
UNITED PARCEL SERVICE INC
-$113.0K
3,055
-2%
减持
BAX
BAXTER INTL INC
-$112.0K
8,129
-1%
减持
BNL
BROADSTONE NET LEASE INC
-$112.0K
80,090
-1%
减持
AVGO
BROADCOM INC
-$107.0K
722
-1%
减持
CMCSA
COMCAST CORP NEW
-$101.0K
5,317
-20%
增持
DOW
DOW INC
-$97.0K
9,058
+2%
增持
TGT
TARGET CORP
-$93.0K
1,465
+4%
减持
PB
PROSPERITY BANCSHARES INC
-$83.0K
5,425
-17%
减持
GLDM
WORLD GOLD TR
-$81.0K
16,135
-6%
减持
GLW
CORNING INC
-$79.0K
11,925
-3%
减持
MDLZ
MONDELEZ INTL INC
-$66.0K
4,002
-20%
增持
CAT
CATERPILLAR INC
-$65.0K
5,593
+17%
减持
VNQ
VANGUARD INDEX FDS
-$65.0K
2,525
-7%
增持
EXEL
EXELIXIS INC
+$59.0K
349,185
+22%
增持
—
DUPONT DE NEMOURS INC
-$59.0K
4,128
+5%
减持
GS
GOLDMAN SACHS GROUP INC
-$56.0K
1,229
-4%
增持
—
SPECTRUM PHARMACEUTICALS INC
-$56.0K
614,600
+48%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$55.0K
19,214
+1%
增持
FDX
FEDEX CORP
+$55.0K
4,732
+8%
增持
KMI
KINDER MORGAN INC DEL
-$52.0K
50,096
+6%
减持
TJX
TJX COS INC NEW
-$46.0K
8,575
-1%
减持
LLY
LILLY ELI & CO
+$46.0K
2,219
-6%
增持
XBI
SPDR SER TR
-$46.0K
4,340
+6%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$44.0K
22,580
+6%
减持
KO
COCA COLA CO
-$43.0K
8,537
-9%
增持
COF
CAPITAL ONE FINL CORP
-$43.0K
3,166
+11%
增持
—
PALISADE BIO INC
-$40.0K
240,000
+85%
建仓
—
ATHIRA PHARMA INC
+$31.0K
10,280
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$29.0K
9,773
-9%
增持
JNJ
JOHNSON & JOHNSON
+$29.0K
25,464
+0%
减持
—
SIRIUS XM HOLDINGS INC
-$21.0K
16,073
-11%
增持
ACHR
ARCHER AVIATION INC
+$21.0K
269,000
+151%
增持
VZ
VERIZON COMMUNICATIONS INC
+$20.0K
14,030
+3%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$16.0K
11,745
+4%
增持
ERII
ENERGY RECOVERY INC
-$13.0K
95,330
+3%
增持
ABT
ABBOTT LABS
-$9.0K
9,447
+8%
增持
COP
CONOCOPHILLIPS
-$8.0K
3,805
+9%
增持
MA
MASTERCARD INCORPORATED
-$6.0K
946
+11%
增持
ABBV
ABBVIE INC
-$6.0K
7,788
+5%
减持
PFE
PFIZER INC
+$4.0K
14,456
-1%
增持
TSHA
TAYSHA GENE THERAPIES INC
-$3.0K
17,788
+67%
