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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 53
减持 60
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
—
AVID BIOSERVICES INC
-$3.3M
765,096
+3%
减持
AAPL
APPLE INC
-$3.2M
188,481
-1%
减持
BX
BLACKSTONE INC
-$2.4M
121,792
-3%
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
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
63,852
+11%
减持
F
FORD MTR CO DEL
-$1.8M
338,047
-40%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.6M
155,638
+7%
减持
—
CANTALOUPE INC
+$1.5M
1,742,569
-3%
清仓
FSV
FIRSTSERVICE CORP NEW
-$1.4M
0
-100%
建仓
—
FIRSTSERVICE CORP NEW
+$1.4M
11,043
增持
AMZN
AMAZON COM INC
-$1.3M
36,480
+1%
减持
DBRG
DIGITALBRIDGE GROUP INC
-$1.2M
107,937
-42%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.2M
588,205
-1%
建仓
—
MEDIWOUND LTD
+$1.2M
90,326
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
30,150
+367%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
14,140
+21%
增持
IRM
IRON MTN INC DEL
+$1.1M
190,003
+5%
减持
GOOG
ALPHABET INC
-$1.1M
41,250
-11%
增持
CG
CARLYLE GROUP INC
+$1.0M
328,675
+3%
建仓
FRTY
THE ALGER ETF TRUST
+$1.0M
86,792
减持
ATOM
ATOMERA INC
-$990.4K
138,035
-24%
增持
OLED
UNIVERSAL DISPLAY CORP
+$966.5K
76,078
+8%
减持
MAT
MATTEL INC
-$843.1K
151,453
-17%
清仓
—
MEDIWOUND LTD
-$799.0K
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$787.2K
267,498
-2%
增持
SPYV
SPDR SER TR
+$743.5K
169,646
+4%
增持
—
MATINAS BIOPHARMA HLDGS INC
-$710.5K
4,385,037
+4%
增持
JPM
JPMORGAN CHASE & CO
+$695.6K
23,360
+4%
建仓
—
LINDE PLC
+$652.4K
2,000
建仓
GLD
WORLD GOLD TR
+$577.6K
15,960
建仓
LMT
LOCKHEED MARTIN CORP
+$573.1K
1,178
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$550.5K
61,282
+24%
清仓
GLDM
WORLD GOLD TR
-$549.0K
0
-100%
增持
ASPN
ASPEN AEROGELS INC
+$528.3K
148,460
+20%
建仓
—
PIONEER NAT RES CO
+$520.3K
2,278
减持
CTSO
CYTOSORBENTS CORP
-$502.6K
984,133
-11%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$502.1K
182,845
-2%
清仓
DIS
DISNEY WALT CO
-$454.0K
0
-100%
减持
MITK
MITEK SYS INC
-$451.8K
344,185
-1%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$442.9K
9,815
增持
SPYG
SPDR SER TR
+$413.4K
164,524
+9%
增持
CAT
CATERPILLAR INC
+$412.1K
6,358
+2%
增持
MRK
MERCK & CO INC
+$395.5K
11,244
+15%
增持
JNJ
JOHNSON & JOHNSON
+$392.8K
25,694
+0%
减持
STWD
STARWOOD PPTY TR INC
-$365.8K
141,473
-8%
减持
ROBT
FIRST TR EXCHANGE-TRADED FD
-$365.3K
70,232
-13%
清仓
FINX
GLOBAL X FDS
-$357.0K
0
-100%
减持
—
EASTERLY GOVT PPTYS INC
-$355.0K
110,300
-14%
增持
PG
PROCTER AND GAMBLE CO
+$344.4K
12,209
+3%
清仓
JMBS
JANUS DETROIT STR TR
-$341.0K
0
-100%
增持
HD
HOME DEPOT INC
+$322.0K
8,070
+5%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$321.1K
308,675
-37%
减持
GOOGL
ALPHABET INC
-$306.8K
19,145
-3%
减持
TSLA
TESLA INC
-$302.7K
2,300
-7%
建仓
DVY
ISHARES TR
+$297.3K
2,465
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$296.0K
531,575
-12%
减持
BA
BOEING CO
+$292.8K
5,469
-3%
增持
EMR
EMERSON ELEC CO
+$282.8K
12,209
+9%
减持
ACHR
ARCHER AVIATION INC
-$277.6K
174,000
-44%
清仓
VTIP
VANGUARD MALVERN FDS
-$274.0K
0
-100%
建仓
CMCSA
COMCAST CORP NEW
+$267.8K
7,657
增持
WMT
WALMART INC
+$266.5K
12,882
+9%
减持
GE
GENERAL ELECTRIC CO
+$263.0K
19,263
-6%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$257.0K
0
-100%
增持
EXEL
EXELIXIS INC
+$246.0K
290,460
+3%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$242.7K
2,405
建仓
VNQ
VANGUARD INDEX FDS
+$241.7K
2,931
清仓
PYPL
PAYPAL HLDGS INC
-$227.0K
0
-100%
增持
DHR
DANAHER CORPORATION
+$225.3K
5,076
+26%
建仓
VB
VANGUARD INDEX FDS
+$224.8K
1,225
建仓
—
STORE CAP CORP
+$224.4K
7,000
减持
COST
COSTCO WHSL CORP NEW
-$219.1K
4,267
-5%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$218.7K
10,250
-7%
建仓
WMB
WILLIAMS COS INC
+$217.6K
6,615
建仓
XLK
SELECT SECTOR SPDR TR
+$215.3K
1,730
建仓
XLU
SELECT SECTOR SPDR TR
+$215.0K
3,050
建仓
DUK
DUKE ENERGY CORP NEW
+$213.1K
2,069
建仓
TR
TOOTSIE ROLL INDS INC
+$212.8K
5,000
建仓
EFA
ISHARES TR
+$208.1K
3,170
增持
MSFT
MICROSOFT CORP
-$205.7K
38,334
+1%
建仓
NVO
NOVO-NORDISK A S
+$203.0K
1,500
建仓
SPY
SPDR S&P 500 ETF TR
+$201.5K
527
减持
TTD
THE TRADE DESK INC
-$193.8K
5,225
-25%
增持
PEP
PEPSICO INC
+$193.3K
8,266
+4%
减持
CARR
CARRIER GLOBAL CORPORATION
-$192.6K
56,664
-17%
增持
XRX
XEROX HOLDINGS CORP
+$189.2K
220,902
+7%
增持
ERII
ENERGY RECOVERY INC
+$187.2K
157,405
+15%
增持
MAR
MARRIOTT INTL INC NEW
+$176.9K
6,783
+17%
减持
ABBV
ABBVIE INC
+$176.2K
8,423
-0%
增持
—
EXXON MOBIL CORP
+$164.5K
14,991
+3%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$158.4K
12,875
+36%
清仓
SLRC
SLR INVESTMENT CORP
-$153.0K
0
-100%
清仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$153.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$151.5K
5,438
+19%
减持
NKE
NIKE INC
+$149.3K
5,652
-1%
增持
PFE
PFIZER INC
+$148.5K
15,056
+4%
清仓
GBDC
GOLUB CAP BDC INC
-$143.0K
0
-100%
减持
NVAX
NOVAVAX INC
-$136.0K
14,205
-9%
减持
WASH
WASHINGTON TR BANCORP INC
-$135.1K
16,932
-13%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$131.1K
4,630
-23%
减持
ARCC
ARES CAPITAL CORP
+$130.4K
278,417
-1%
清仓
—
AMPLIFY ETF TR
-$129.0K
0
-100%
减持
SQ
BLOCK INC
-$128.3K
43,662
-6%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$122.9K
75,400
-12%
减持
—
CAPSTONE GREEN ENERGY CORP
-$121.1K
297,890
-7%
增持
KMI
KINDER MORGAN INC DEL
+$118.2K
62,066
+8%
减持
C
CITIGROUP INC
-$117.4K
6,094
-33%
增持
AMGN
AMGEN INC
+$109.2K
1,265
+31%
增持
BAC
BANK AMERICA CORP
+$105.8K
32,936
+5%
减持
CVX
CHEVRON CORP NEW
+$103.1K
8,068
-3%
增持
JAAA
JANUS DETROIT STR TR
+$102.9K
74,481
+2%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$102.8K
206,105
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$100.2K
1,600
+33%
减持
—
TELLURIAN INC NEW
-$88.0K
150,000
-6%
减持
EZM
WISDOMTREE TR
-$81.2K
6,475
-24%
减持
—
SPECTRUM PHARMACEUTICALS INC
-$80.8K
464,600
-19%
增持
UAMY
UNITED STATES ANTIMONY CORP
+$79.8K
320,000
+60%
增持
KO
COCA COLA CO
+$78.1K
8,617
+1%
增持
LLY
LILLY ELI & CO
+$77.9K
2,129
+1%
清仓
—
DEUTSCHE BANK A G
-$77.0K
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$76.3K
20,154
+1%
清仓
—
PALISADE BIO INC
-$76.0K
0
-100%
减持
V
VISA INC
-$72.3K
3,031
-20%
增持
MMM
3M CO
+$68.5K
3,365
+12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$66.8K
101,340
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$66.6K
28,125
-5%
增持
—
INTRUSION INC
-$63.0K
30,055
+3%
增持
MA
MASTERCARD INCORPORATED
+$61.0K
946
+6%
增持
DOW
DOW INC
+$60.9K
9,861
+3%
减持
CHRS
COHERUS BIOSCIENCES INC
-$59.3K
11,200
-26%
减持
ZTS
ZOETIS INC
-$55.2K
4,523
-4%
减持
SLB
SCHLUMBERGER LTD
+$53.6K
5,717
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$53.0K
14,620
+6%
减持
BAX
BAXTER INTL INC
-$52.9K
7,830
-2%
减持
CSCO
CISCO SYS INC
+$51.3K
12,622
-5%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$50.2K
42,987
+70%
减持
—
DUPONT DE NEMOURS INC
+$48.7K
3,915
-5%
减持
XBI
SPDR SER TR
-$47.6K
4,800
-11%
减持
GLW
CORNING INC
-$43.0K
10,425
-13%
减持
BNL
BROADSTONE NET LEASE INC
+$42.1K
92,359
-1%
增持
—
CREATIVE REALITIES INC
+$41.5K
475,000
+36%
减持
VOE
VANGUARD INDEX FDS
-$40.3K
28,347
-7%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$38.8K
31,730
+8%
增持
COP
CONOCOPHILLIPS
+$36.5K
3,945
+8%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$35.2K
10,358
-5%
减持
INTC
INTEL CORP
-$33.5K
8,720
-10%
增持
UNH
UNITEDHEALTH GROUP INC
+$33.2K
2,243
+1%
减持
COF
CAPITAL ONE FINL CORP
-$32.5K
3,071
-7%
减持
AVGO
BROADCOM INC
+$31.1K
653
-6%
减持
ARDX
ARDELYX INC
-$29.9K
22,483
-61%
增持
UPS
UNITED PARCEL SERVICE INC
+$27.0K
3,049
+0%
