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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 25
增持 57
减持 51
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
BILS
SPDR SER TR
+$16.2M
163,079
减持
AAPL
APPLE INC
+$6.4M
186,115
-1%
建仓
BIL
SPDR SER TR
+$5.3M
57,475
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
ERII
ENERGY RECOVERY INC
+$4.0M
306,910
+95%
减持
—
AVID BIOSERVICES INC
+$3.4M
745,805
-3%
减持
OLED
UNIVERSAL DISPLAY CORP
+$3.3M
75,235
-1%
增持
CTSO
CYTOSORBENTS CORP
+$2.7M
1,218,533
+24%
增持
—
CANTALOUPE INC
+$2.6M
1,810,303
+4%
减持
SQ
BLOCK INC
-$2.4M
5,377
-88%
增持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
+$1.9M
1,093,815
+106%
减持
MSFT
MICROSOFT CORP
+$1.7M
37,820
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
648,490
+10%
建仓
—
FIRSTSERVICE CORP NEW
+$1.6M
11,275
建仓
—
LINDE PLC
+$1.6M
4,386
建仓
—
FIRST TR EXCHANGE-TRADED FD
+$1.5M
10,188
增持
EXEL
EXELIXIS INC
+$1.4M
313,455
+8%
清仓
—
FIRSTSERVICE CORP NEW
-$1.4M
0
-100%
减持
BX
BLACKSTONE INC
+$1.3M
121,787
-0%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$897.4K
264,696
-1%
建仓
GLDM
WORLD GOLD TR
+$753.2K
19,113
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$704.0K
159,438
-13%
增持
—
SPECTRUM PHARMACEUTICALS INC
+$674.9K
1,104,600
+138%
减持
AMZN
AMAZON COM INC
+$666.7K
36,432
-0%
清仓
—
LINDE PLC
-$652.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$635.5K
24,886
-3%
减持
SPYG
SPDR SER TR
+$630.9K
160,906
-2%
清仓
GLD
WORLD GOLD TR
-$577.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$577.6K
15,937
+13%
增持
F
FORD MTR CO DEL
+$542.6K
352,847
+4%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$539.0K
6,588
减持
GOOG
ALPHABET INC
+$467.0K
39,340
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$462.4K
64,620
+1%
增持
GOOGL
ALPHABET INC
+$410.8K
20,122
+5%
增持
QCOM
QUALCOMM INC
+$407.8K
18,490
+7%
建仓
CREX
CREATIVE REALITIES INC
+$387.6K
175,000
增持
ASPN
ASPEN AEROGELS INC
-$358.9K
186,765
+26%
减持
HD
HOME DEPOT INC
-$354.1K
7,372
-9%
增持
JAAA
JANUS DETROIT STR TR
+$344.6K
81,312
+9%
建仓
EWW
ISHARES INC
+$341.7K
5,765
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$328.8K
20,947
-26%
减持
IRM
IRON MTN INC DEL
+$316.6K
184,650
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$311.1K
154,623
-1%
减持
WASH
WASHINGTON TR BANCORP INC
-$302.9K
14,413
-15%
减持
JPM
JPMORGAN CHASE & CO
-$299.6K
21,765
-7%
增持
CRM
SALESFORCE INC
+$297.4K
4,560
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$290.8K
23,750
-21%
清仓
DE
DEERE & CO
-$278.7K
0
-100%
清仓
—
CREATIVE REALITIES INC
-$275.5K
0
-100%
建仓
—
DRIL-QUIP INC
+$267.7K
8,990
增持
ACHR
ARCHER AVIATION INC
+$265.3K
214,000
+23%
增持
NOC
NORTHROP GRUMMAN CORP
-$264.7K
3,506
+0%
清仓
VHT
VANGUARD WORLD FDS
-$264.2K
0
-100%
增持
FDX
FEDEX CORP
+$260.6K
4,456
+2%
清仓
—
ENVIVA INC
-$257.8K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$250.8K
2,050
减持
ROBT
FIRST TR EXCHANGE-TRADED FD
+$249.9K
64,907
-8%
建仓
SHOP
SHOPIFY INC
+$248.4K
5,210
清仓
VNQ
VANGUARD INDEX FDS
-$241.7K
0
-100%
增持
—
TRANSOCEAN LTD
+$237.7K
63,630
+38%
清仓
VB
VANGUARD INDEX FDS
-$224.8K
0
-100%
清仓
—
STORE CAP CORP
-$224.4K
0
-100%
建仓
META
META PLATFORMS INC
+$224.2K
1,052
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$223.4K
3,600
减持
MITK
MITEK SYS INC
-$223.0K
336,445
-2%
减持
GE
GENERAL ELECTRIC CO
+$222.2K
18,946
-2%
增持
MAT
MATTEL INC
+$218.8K
161,456
+7%
清仓
WMB
WILLIAMS COS INC
-$217.6K
0
-100%
减持
ARCC
ARES CAPITAL CORP
-$217.2K
269,134
-3%
建仓
FISV
FISERV INC
+$216.6K
1,920
清仓
XLU
SELECT SECTOR SPDR TR
-$215.0K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$213.1K
0
-100%
建仓
LVS
LAS VEGAS SANDS CORP
+$212.3K
3,615
减持
ATOM
ATOMERA INC
-$210.3K
105,757
-23%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$209.9K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$209.1K
1,065
增持
APA
APA CORPORATION
-$208.9K
28,015
+0%
建仓
URI
UNITED RENTALS INC
+$207.4K
533
建仓
PYPL
PAYPAL HLDGS INC
+$205.2K
2,725
建仓
DIS
DISNEY WALT CO
+$204.5K
2,050
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$202.9K
1,105
建仓
ITM
VANECK ETF TRUST
+$201.6K
4,343
增持
WMT
WALMART INC
+$190.0K
13,562
+5%
增持
—
MEDIWOUND LTD
+$188.7K
100,801
+12%
增持
TSLA
TESLA INC
+$184.9K
2,404
+5%
增持
—
PIONEER NAT RES CO
+$183.4K
3,298
+45%
增持
ORCL
ORACLE CORP
+$181.9K
14,365
+1%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$177.0K
8,895
-31%
减持
CARR
CARRIER GLOBAL CORPORATION
+$176.7K
55,024
-3%
增持
STWD
STARWOOD PPTY TR INC
+$171.5K
157,083
+11%
增持
CVS
CVS HEALTH CORP
-$170.6K
10,657
+1%
减持
KO
COCA COLA CO
-$163.2K
6,168
-28%
减持
CG
CARLYLE GROUP INC
+$162.9K
327,440
-0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$155.6K
66,854
+9%
减持
UNP
UNION PAC CORP
-$152.8K
2,796
-19%
减持
UAMY
UNITED STATES ANTIMONY CORP
-$148.5K
20,000
-94%
清仓
NVAX
NOVAVAX INC
-$146.0K
0
-100%
减持
BAX
BAXTER INTL INC
-$145.4K
6,345
-19%
增持
BA
BOEING CO
+$140.5K
5,489
+0%
建仓
—
GLYCOMIMETICS INC
+$135.0K
108,000
减持
—
EASTERLY GOVT PPTYS INC
-$129.8K
106,115
-4%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$125.2K
33,160
+5%
增持
PFE
PFIZER INC
-$117.4K
15,818
+5%
减持
CAT
CATERPILLAR INC
-$114.0K
6,130
-4%
减持
ABT
ABBOTT LABS
-$110.0K
9,251
-3%
减持
—
MATINAS BIOPHARMA HLDGS INC
-$109.9K
4,252,000
-3%
增持
XPO
XPO INC
+$108.6K
11,796
+51%
增持
—
EXXON MOBIL CORP
+$106.6K
15,156
+1%
增持
MAR
MARRIOTT INTL INC NEW
+$106.4K
6,788
+0%
增持
DHR
DANAHER CORPORATION
+$106.3K
5,812
+14%
增持
INTU
INTUIT
+$103.8K
1,896
+1%
建仓
WULF
TERAWULF INC
+$103.0K
100,000
增持
ZTS
ZOETIS INC
+$99.0K
4,544
+0%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$98.0K
10,295
-9%
增持
DOW
DOW INC
+$98.0K
10,751
+9%
减持
DBRG
DIGITALBRIDGE GROUP INC
-$97.6K
92,187
-15%
增持
ARDX
ARDELYX INC
+$96.2K
33,951
+51%
减持
COST
COSTCO WHSL CORP NEW
+$91.4K
4,103
-4%
清仓
CHRS
COHERUS BIOSCIENCES INC
-$88.7K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$86.7K
5,435
-0%
减持
TSHA
TAYSHA GENE THERAPIES INC
-$82.1K
19,569
-54%
增持
V
VISA INC
+$80.9K
3,103
+2%
增持
ULTA
ULTA BEAUTY INC
+$79.7K
953
+0%
减持
TTD
THE TRADE DESK INC
+$78.0K
5,165
-1%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$76.6K
4,165
-19%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$72.4K
205,605
-0%
增持
ABBV
ABBVIE INC
+$68.4K
8,912
+6%
增持
BAC
BANK AMERICA CORP
-$67.2K
35,805
+9%
增持
UPS
UNITED PARCEL SERVICE INC
+$64.7K
3,070
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$64.1K
3,900
-3%
增持
—
INTRUSION INC
-$59.5K
30,455
+1%
减持
—
TELLURIAN INC NEW
-$59.0K
20,000
-87%
增持
EMR
EMERSON ELEC CO
+$57.2K
14,099
+15%
增持
INTC
INTEL CORP
+$56.9K
8,736
+0%
建仓
—
EXELIXIS INC
+$56.0K
35,000
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$54.7K
314,675
+2%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$54.5K
1,693
-3%
增持
CMCSA
COMCAST CORP NEW
+$54.3K
8,472
+11%
减持
CSCO
CISCO SYS INC
+$53.7K
12,522
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$50.6K
2,304
+3%
增持
SBUX
STARBUCKS CORP
+$50.3K
8,025
+1%
增持
MMM
3M CO
-$50.1K
3,380
+0%
减持
SPYV
SPDR SER TR
+$47.5K
163,108
-4%
增持
KMI
KINDER MORGAN INC DEL
+$47.0K
66,201
+7%
增持
FCX
FREEPORT-MCMORAN INC
+$46.2K
12,190
+2%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$45.6K
65,740
-2%
减持
VOE
VANGUARD INDEX FDS
-$45.4K
28,289
-0%
增持
ITW
ILLINOIS TOOL WKS INC
+$43.0K
1,650
+1%
增持
MA
MASTERCARD INCORPORATED
+$38.3K
1,002
+6%
减持
XRX
XEROX HOLDINGS CORP
+$37.9K
216,240
-2%
