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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 37
增持 61
减持 39
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.1M
506,338
-5%
增持
UITB
VICTORY PORTFOLIOS II
+$5.8M
271,886
+99%
增持
AAPL
APPLE INC
+$5.7M
178,954
+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
ASPN
ASPEN AEROGELS INC
-$4.2M
371,049
+15%
增持
AMZN
AMAZON COM INC
+$3.7M
61,851
+18%
增持
OLED
UNIVERSAL DISPLAY CORP
-$3.3M
67,667
+8%
增持
CG
CARLYLE GROUP INC
+$3.1M
302,385
+7%
减持
ERII
ENERGY RECOVERY INC
-$3.0M
196,092
-40%
减持
ABBV
ABBVIE INC
-$2.9M
36,286
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$2.7M
31,310
+34%
增持
ATOM
ATOMERA INC
+$2.7M
279,185
+200%
增持
ROL
ROLLINS INC
+$2.7M
65,383
+877%
减持
IRM
IRON MTN INC DEL
-$2.3M
125,638
-2%
增持
GOOGL
ALPHABET INC
+$2.3M
48,396
+16%
建仓
EVR
EVERCORE INC
+$2.2M
8,549
增持
NVDA
NVIDIA CORPORATION
+$2.1M
58,485
+25%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
154,829
-9%
减持
ABT
ABBOTT LABS
-$1.8M
30,690
-33%
减持
—
AVID BIOSERVICES INC
-$1.7M
377,694
-32%
增持
ACHR
ARCHER AVIATION INC
+$1.6M
288,030
+21%
减持
EXEL
EXELIXIS INC
+$1.6M
217,212
-6%
增持
SLB
SCHLUMBERGER LTD
+$1.6M
46,854
+541%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
12,363
+30%
增持
CVX
CHEVRON CORP NEW
+$1.5M
28,046
+44%
增持
BX
BLACKSTONE INC
+$1.5M
85,295
+3%
减持
SPYV
SPDR SER TR
-$1.5M
293,185
-5%
增持
MSFT
MICROSOFT CORP
+$1.4M
52,869
+10%
增持
BAC
BANK AMERICA CORP
+$1.3M
81,628
+37%
建仓
VRT
VERTIV HOLDINGS CO
+$1.3M
10,553
增持
WMT
WALMART INC
+$1.2M
80,760
+5%
减持
CTSO
CYTOSORBENTS CORP
-$1.1M
1,248,863
-23%
增持
TSLA
TESLA INC
+$1.1M
6,859
+9%
减持
INVX
INNOVEX INTERNATIONAL INC
-$1.1M
18,530
-80%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
5,133
+24%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$990.3K
8,600
增持
FDX
FEDEX CORP
+$982.5K
10,789
+49%
减持
F
FORD MTR CO
-$968.4K
73,267
-54%
增持
AVGO
BROADCOM INC
+$953.3K
7,279
+83%
增持
COP
CONOCOPHILLIPS
+$919.2K
21,501
+71%
增持
HON
HONEYWELL INTL INC
+$913.2K
5,602
+269%
增持
V
VISA INC
+$888.9K
5,745
+81%
增持
META
META PLATFORMS INC
+$849.7K
3,291
+63%
增持
AXP
AMERICAN EXPRESS CO
+$819.6K
11,755
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$752.7K
6,507
+37%
减持
CARR
CARRIER GLOBAL CORPORATION
-$696.6K
43,237
-3%
增持
XPO
XPO INC
+$689.1K
15,042
+20%
建仓
BBAI
BIGBEAR AI HLDGS INC
+$688.1K
230,900
减持
—
EASTERLY GOVT PPTYS INC
-$681.3K
21,065
-69%
增持
QCOM
QUALCOMM INC
+$675.6K
30,784
+26%
减持
STWD
STARWOOD PPTY TR INC
-$674.9K
190,050
-8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$654.3K
59,095
-17%
增持
KMI
KINDER MORGAN INC DEL
+$637.2K
89,990
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$620.0K
30,162
+76%
减持
RXT
RACKSPACE TECHNOLOGY INC
-$615.0K
20,150
-93%
建仓
SNOW
SNOWFLAKE INC
+$586.2K
3,609
减持
SPYG
SPDR SER TR
+$581.2K
235,417
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$578.0K
1,598
+161%
增持
CREX
CREATIVE REALITIES INC
-$575.5K
290,000
+2%
减持
ORCL
ORACLE CORP
-$563.7K
9,274
-21%
建仓
IYF
ISHARES TR
+$560.8K
5,130
建仓
UBER
UBER TECHNOLOGIES INC
+$550.4K
8,378
建仓
PSTG
PURE STORAGE INC
+$548.7K
8,767
建仓
MO
ALTRIA GROUP INC
+$544.0K
10,699
增持
AMD
ADVANCED MICRO DEVICES INC
+$519.3K
12,492
+117%
增持
VMC
VULCAN MATLS CO
+$517.6K
6,031
+47%
增持
GEV
GE VERNOVA INC
+$516.8K
3,943
+8%
建仓
T
AT&T INC
+$505.5K
23,446
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$497.9K
17,656
+90%
建仓
NSC
NORFOLK SOUTHN CORP
+$497.0K
2,094
减持
BIL
SPDR SER TR
-$495.7K
80,393
-6%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$488.6K
191,930
-5%
增持
MRK
MERCK & CO INC
+$488.0K
18,856
+51%
减持
SOXX
ISHARES TR
-$485.4K
3,450
-36%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$475.4K
62,993
+5%
建仓
GILD
GILEAD SCIENCES INC
+$454.6K
5,054
建仓
—
MEDTRONIC PLC
+$453.5K
5,544
减持
GOOG
ALPHABET INC
-$449.4K
26,259
-20%
建仓
EXC
EXELON CORP
+$445.1K
11,850
建仓
LUCD
LUCID DIAGNOSTICS INC
+$442.4K
541,500
清仓
FUN
SIX FLAGS ENTERTAINMENT CORP
-$441.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$439.6K
21,009
-2%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$438.1K
8,635
建仓
TXN
TEXAS INSTRS INC
+$426.3K
2,231
建仓
SPG
SIMON PPTY GROUP INC NEW
+$419.9K
2,430
建仓
SYY
SYSCO CORP
+$418.5K
5,678
减持
—
CANTALOUPE INC
+$413.6K
1,428,363
-6%
增持
ARCC
ARES CAPITAL CORP
+$412.8K
263,555
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$385.2K
4,440
+52%
建仓
CAG
CONAGRA BRANDS INC
+$384.6K
14,640
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$378.9K
5,421
+117%
建仓
EQIX
EQUINIX INC
+$377.0K
419
增持
OPTT
OCEAN PWR TECHNOLOGIES INC
+$371.0K
528,000
+164%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$368.3K
22,824
+8%
增持
DUK
DUKE ENERGY CORP NEW
+$367.0K
6,966
+116%
建仓
DE
DEERE & CO
+$361.6K
841
增持
HD
HOME DEPOT INC
+$338.7K
8,222
+16%
清仓
PAYX
PAYCHEX INC
-$335.2K
0
-100%
清仓
SCI
SERVICE CORP INTL
-$327.0K
0
-100%
增持
FSV
FIRSTSERVICE CORP NEW
+$327.0K
28,506
+11%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$318.6K
200,381
-4%
建仓
SHOP
SHOPIFY INC
+$318.6K
3,131
建仓
IVW
ISHARES TR
+$308.5K
3,062
清仓
AVTR
AVANTOR INC
-$303.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$301.7K
2,539
-3%
建仓
AXON
AXON ENTERPRISE INC
+$299.7K
527
建仓
CMI
CUMMINS INC
+$299.3K
829
建仓
SQ
BLOCK INC
+$299.3K
3,649
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$298.9K
58,402
-7%
建仓
IVE
ISHARES TR
+$284.3K
1,501
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$283.6K
0
-100%
建仓
NAGE
CHROMADEX CORP
+$263.0K
50,000
建仓
WFC
WELLS FARGO CO NEW
+$261.2K
3,704
建仓
PODD
INSULET CORP
+$255.9K
955
建仓
APO
APOLLO GLOBAL MGMT INC
+$255.0K
1,647
减持
MAT
MATTEL INC
-$249.7K
37,140
-24%
减持
MTNB
MATINAS BIOPHARMA HLDGS INC
-$245.7K
64,200
-20%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$241.9K
0
-100%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$235.9K
0
-100%
减持
DBRG
DIGITALBRIDGE GROUP INC
-$231.0K
15,345
-44%
清仓
FELE
FRANKLIN ELEC INC
-$231.0K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$230.9K
0
-100%
增持
—
LINDE PLC
-$229.9K
4,483
+1%
增持
GLDM
WORLD GOLD TR
+$222.3K
23,015
+21%
增持
—
CARNIVAL CORP
+$221.8K
32,896
+8%
增持
CMCSA
COMCAST CORP NEW
+$216.8K
13,904
+100%
增持
BILS
SPDR SER TR
+$214.9K
551,801
+1%
清仓
DNUT
KRISPY KREME INC
-$214.8K
0
-100%
建仓
BA
BOEING CO
+$214.2K
1,256
清仓
NVO
NOVO-NORDISK A S
-$211.5K
0
-100%
清仓
IBB
ISHARES TR
-$211.0K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$209.3K
2,403
清仓
PYPL
PAYPAL HLDGS INC
-$204.4K
0
-100%
建仓
WH
WYNDHAM HOTELS & RESORTS INC
+$204.0K
2,020
减持
—
EXXON MOBIL CORP
-$201.2K
22,181
-1%
减持
COF
CAPITAL ONE FINL CORP
+$194.0K
6,437
-0%
增持
WULF
TERAWULF INC
+$191.9K
217,840
+8%
增持
NOC
NORTHROP GRUMMAN CORP
-$183.0K
3,429
+0%
减持
ADBE
ADOBE INC
-$180.5K
1,533
-2%
增持
DHR
DANAHER CORPORATION
-$164.8K
13,958
+10%
增持
EMR
EMERSON ELEC CO
+$164.4K
16,986
+1%
减持
ZTS
ZOETIS INC
-$156.5K
4,491
-3%
增持
SO
SOUTHERN CO
+$155.5K
4,617
+87%
建仓
NRDY
NERDY INC
+$153.0K
100,000
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$150.9K
10,000
-50%
减持
SBUX
STARBUCKS CORP
-$148.6K
6,663
-16%
增持
NFLX
NETFLIX INC
+$147.7K
429
+43%
建仓
XFOFX
COHEN & STEERS CLOSED-END OP
+$140.3K
11,086
减持
ROBT
FIRST TR EXCHANGE-TRADED FD
-$137.1K
37,870
-8%
增持
EZM
WISDOMTREE TR
+$129.3K
7,805
+37%
减持
VOO
VANGUARD INDEX FDS
-$123.4K
548
-31%
