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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 29
减持 91
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$7.4M
152,624
-12%
建仓
UITB
VICTORY PORTFOLIOS II
+$7.3M
157,306
增持
BILS
SPDR SER TR
+$6.1M
452,318
+15%
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
MSFT
MICROSOFT CORP
+$4.9M
48,225
+18%
清仓
JAAA
JANUS DETROIT STR TR
-$4.8M
0
-100%
减持
—
CANTALOUPE INC
-$2.4M
1,615,633
-7%
减持
OLED
UNIVERSAL DISPLAY CORP
-$2.1M
63,590
-5%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
556,387
-11%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.9M
59,799
-39%
增持
AMZN
AMAZON COM INC
+$1.7M
50,490
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
3,039
+37%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
7,256
+61%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
61,795
-3%
清仓
BNL
BROADSTONE NET LEASE INC
-$1.3M
0
-100%
增持
WMT
WALMART INC
+$1.3M
66,526
+291%
减持
BX
BLACKSTONE INC
-$1.1M
89,441
-9%
减持
XRX
XEROX HOLDINGS CORP
-$1.0M
178,930
-23%
减持
CG
CARLYLE GROUP INC
+$1.0M
290,235
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
18,674
-3%
增持
ERII
ENERGY RECOVERY INC
-$996.1K
339,095
+1%
减持
SPYG
SPDR SER TR
+$904.8K
158,724
-4%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$901.6K
2
-50%
清仓
IYW
ISHARES TR
-$748.8K
0
-100%
减持
BA
BOEING CO
-$704.8K
4,475
-26%
减持
MAT
MATTEL INC
-$690.4K
76,900
-34%
减持
—
ATLANTICA SUSTAINABLE INFR P
-$675.9K
13,340
-69%
增持
—
MEDIWOUND LTD
+$662.3K
124,408
+14%
减持
IRM
IRON MTN INC DEL
+$660.6K
135,926
-7%
减持
JNJ
JOHNSON & JOHNSON
-$603.2K
21,343
-16%
减持
CVS
CVS HEALTH CORP
-$577.5K
5,043
-59%
增持
LLY
ELI LILLY & CO
+$528.8K
2,299
+6%
减持
ABBV
ABBVIE INC
-$527.4K
4,396
-49%
减持
GE
GENERAL ELECTRIC CO
+$526.2K
16,373
-11%
减持
GOOG
ALPHABET INC
-$522.5K
31,749
-16%
减持
EXEL
EXELIXIS INC
-$501.3K
278,470
-6%
减持
DOW
DOW INC
-$491.4K
3,685
-71%
减持
ASPN
ASPEN AEROGELS INC
+$489.0K
330,187
-2%
减持
TJX
TJX COS INC NEW
-$483.6K
4,370
-56%
减持
PEP
PEPSICO INC
-$476.7K
5,464
-35%
减持
PG
PROCTER AND GAMBLE CO
-$470.8K
12,956
-26%
减持
CAT
CATERPILLAR INC
-$466.2K
4,694
-37%
减持
SPYV
SPDR SER TR
+$442.6K
172,829
-2%
减持
STWD
STARWOOD PPTY TR INC
-$435.0K
180,084
-8%
增持
CREX
CREATIVE REALITIES INC
+$432.2K
284,400
+5%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$430.9K
124,580
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$430.3K
144,918
-3%
增持
MAR
MARRIOTT INTL INC NEW
+$427.5K
7,258
+17%
清仓
PANW
PALO ALTO NETWORKS INC
-$409.0K
0
-100%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$389.2K
0
-100%
减持
CSCO
CISCO SYS INC
-$367.1K
7,140
-50%
清仓
—
DUPONT DE NEMOURS INC
-$357.5K
0
-100%
减持
ABT
ABBOTT LABS
-$353.6K
5,256
-39%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$347.1K
1,923
建仓
VMC
VULCAN MATLS CO
+$343.3K
1,258
增持
FSV
FIRSTSERVICE CORP NEW
+$328.2K
20,317
+8%
清仓
—
BLACKROCK INC
-$314.2K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$313.8K
3,245
减持
V
VISA INC
-$307.0K
1,931
-41%
清仓
SQ
BLOCK INC
-$299.7K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$299.1K
5,589
+8%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$294.6K
0
-100%
减持
—
EXXON MOBIL CORP
-$293.5K
16,597
-25%
清仓
SO
SOUTHERN CO
-$281.7K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$273.6K
0
-100%
清仓
IBB
ISHARES TR
-$271.6K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$268.8K
3,668
+0%
增持
DIS
DISNEY WALT CO
+$262.3K
4,593
+38%
减持
HD
HOME DEPOT INC
+$258.2K
7,035
-0%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$256.0K
220,691
清仓
APO
APOLLO GLOBAL MGMT INC
-$252.1K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$251.6K
5,995
减持
XPO
XPO INC
+$246.6K
9,684
-9%
增持
—
LINDE PLC
+$242.9K
4,431
+0%
清仓
WMB
WILLIAMS COS INC
-$236.3K
0
-100%
减持
GOOGL
ALPHABET INC
+$232.8K
33,310
-3%
减持
TSLA
TESLA INC
-$232.7K
3,044
-1%
清仓
VHT
VANGUARD WORLD FDS
-$229.4K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$229.2K
203
减持
COF
CAPITAL ONE FINL CORP
-$228.3K
6,765
-28%
减持
DHR
DANAHER CORPORATION
-$226.3K
8,617
-16%
建仓
PGR
PROGRESSIVE CORP
+$224.4K
1,085
减持
CVX
CHEVRON CORP NEW
-$217.0K
14,691
-14%
增持
CIVI
CIVITAS RESOURCES INC
+$214.7K
8,261
+37%
清仓
BBIO
BRIDGEBIO PHARMA INC
-$213.0K
0
-100%
清仓
CME
CME GROUP INC
-$211.0K
0
-100%
减持
PFE
PFIZER INC
-$209.8K
8,457
-45%
减持
—
EASTERLY GOVT PPTYS INC
-$208.4K
75,070
-6%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$207.5K
1,225
清仓
DVY
ISHARES TR
-$206.9K
0
-100%
增持
BIL
SPDR SER TR
+$201.6K
75,884
+3%
减持
ADBE
ADOBE INC
-$199.5K
1,734
-4%
增持
CRM
SALESFORCE INC
+$198.6K
4,937
+1%
减持
KMI
KINDER MORGAN INC DEL
-$197.8K
69,434
-17%
减持
META
META PLATFORMS INC
+$197.7K
1,760
-5%
减持
CMCSA
COMCAST CORP NEW
-$189.2K
8,017
-35%
增持
—
GLYCOMIMETICS INC
+$187.1K
108,000
+86%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$186.3K
143,783
-10%
建仓
RXT
RACKSPACE TECHNOLOGY INC
+$181.9K
115,100
增持
SOXX
ISHARES TR
+$177.9K
5,250
+200%
减持
UPS
UNITED PARCEL SERVICE INC
-$167.8K
1,416
-41%
增持
WULF
TERAWULF INC
+$166.0K
200,000
+33%
减持
QCOM
QUALCOMM INC
+$165.9K
21,356
-10%
减持
INTC
INTEL CORP
-$160.8K
9,085
-19%
减持
EMR
EMERSON ELEC CO
-$160.6K
17,329
-21%
减持
VTEB
VANGUARD MUN BD FDS
-$159.3K
18,012
-14%
减持
ARCC
ARES CAPITAL CORP
-$158.2K
256,945
-7%
减持
AVGO
BROADCOM INC
-$155.2K
352
-37%
增持
CTSO
CYTOSORBENTS CORP
-$154.7K
1,366,319
+4%
减持
—
MATINAS BIOPHARMA HLDGS INC
+$153.0K
3,610,500
-5%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$152.6K
188,680
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$148.5K
22,005
-27%
增持
ACHR
ARCHER AVIATION INC
-$147.1K
238,130
+17%
减持
ROBT
FIRST TR EXCHANGE-TRADED FD
-$146.6K
48,755
-6%
减持
ATOM
ATOMERA INC
-$145.2K
127,260
-4%
减持
—
OUTSET MED INC
-$144.3K
26,179
-30%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$143.0K
10,135
-23%
增持
COP
CONOCOPHILLIPS
+$141.7K
8,244
+5%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$140.4K
8,025
-1%
减持
F
FORD MTR CO DEL
-$132.7K
203,435
-13%
减持
FRTY
THE ALGER ETF TRUST
-$132.5K
68,997
-24%
减持
ZTS
ZOETIS INC
-$130.3K
4,578
-0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$128.2K
227,161
-5%
清仓
ARDX
ARDELYX INC
-$122.9K
0
-100%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$120.6K
64,785
-2%
减持
MITK
MITEK SYS INC
+$118.0K
317,405
-5%
减持
MRK
MERCK & CO INC
+$117.5K
12,757
-11%
减持
TGT
TARGET CORP
+$115.0K
3,632
-2%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$114.5K
38,400
-12%
减持
TTD
THE TRADE DESK INC
+$112.4K
8,530
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$112.4K
1,680
-22%
减持
NKE
NIKE INC
-$103.8K
5,352
-4%
减持
—
PIONEER NAT RES CO
-$103.4K
3,091
-24%
建仓
RLMD
RELMADA THERAPEUTICS INC
+$101.5K
21,818
减持
ORCL
ORACLE CORP
-$96.1K
12,615
-21%
减持
BAC
BANK AMERICA CORP
-$91.5K
40,983
-16%
减持
LMT
LOCKHEED MARTIN CORP
-$87.6K
1,016
-16%
减持
MDLZ
MONDELEZ INTL INC
-$86.8K
4,812
-18%
增持
URI
UNITED RENTALS INC
+$84.5K
545
+1%
减持
TARS
TARSUS PHARMACEUTICALS INC
+$74.4K
8,240
-26%
减持
—
CHUBB LIMITED
-$71.0K
1,131
-30%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$68.8K
677
-22%
增持
AMAT
APPLIED MATLS INC
+$66.2K
1,335
+3%
减持
JPM
JPMORGAN CHASE & CO
-$64.7K
23,191
-16%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$62.2K
8,645
-13%
减持
CARR
CARRIER GLOBAL CORPORATION
-$61.9K
44,189
-3%
增持
FCX
FREEPORT-MCMORAN INC
+$59.9K
12,255
+1%
减持
NVO
NOVO-NORDISK A S
-$59.1K
1,776
-36%
减持
—
REVANCE THERAPEUTICS INC
-$58.1K
12,895
-7%
减持
HON
HONEYWELL INTL INC
-$57.5K
1,509
-14%
增持
FISV
FISERV INC
+$56.7K
1,980
+1%
