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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 89
减持 37
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$14.5M
561,445
+11%
清仓
—
AVID BIOSERVICES INC
-$4.7M
0
-100%
增持
KO
COCA COLA CO
+$3.5M
52,025
+1322%
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
UITB
VICTORY PORTFOLIOS II
+$3.4M
336,440
+24%
增持
BILS
SPDR SER TR
+$3.0M
580,919
+5%
减持
SPYG
SPDR SER TR
-$3.0M
218,442
-7%
减持
ASPN
ASPEN AEROGELS INC
-$3.0M
274,267
-26%
减持
IRM
IRON MTN INC DEL
-$2.4M
121,947
-3%
减持
ATOM
ATOMERA INC
-$2.2M
184,050
-34%
减持
CG
CARLYLE GROUP INC
-$2.2M
300,050
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
63,850
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
23,095
+1%
增持
BX
BLACKSTONE INC
-$2.1M
86,104
+1%
增持
MA
MASTERCARD INCORPORATED
+$1.9M
14,806
+20%
增持
UBER
UBER TECHNOLOGIES INC
+$1.8M
32,159
+284%
增持
MSFT
MICROSOFT CORP
-$1.7M
54,169
+2%
增持
ABBV
ABBVIE INC
+$1.7M
38,621
+6%
增持
AAPL
APPLE INC
-$1.6M
181,804
+2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
166,580
+8%
减持
—
CANTALOUPE INC
-$1.4M
1,302,688
-9%
增持
GOOGL
ALPHABET INC
-$1.4M
50,921
+5%
增持
META
META PLATFORMS INC
+$1.3M
5,805
+76%
增持
AMZN
AMAZON COM INC
-$1.3M
64,015
+3%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$1.3M
10,500
-87%
减持
ACHR
ARCHER AVIATION INC
-$1.2M
158,030
-45%
减持
—
MEDIWOUND LTD
-$1.2M
68,690
-43%
减持
WULF
TERAWULF INC
-$1.1M
20,225
-91%
增持
STWD
STARWOOD PPTY TR INC
+$1.1M
232,304
+22%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
24,701
+18%
增持
BIL
SPDR SER TR
+$1.1M
91,800
+14%
减持
ERII
ENERGY RECOVERY INC
-$1.0M
108,395
-45%
增持
LLY
ELI LILLY & CO
+$1.0M
3,693
+45%
建仓
DXCM
DEXCOM INC
+$905.9K
13,265
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$895.3K
19,785
-67%
减持
EVR
EVERCORE INC
-$827.5K
7,023
-18%
清仓
—
CARNIVAL CORP
-$785.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$769.8K
34,309
+10%
建仓
QQQ
INVESCO QQQ TR
+$730.6K
1,558
增持
PODD
INSULET CORP
+$656.6K
3,475
+264%
建仓
VLTO
VERALTO CORP
+$646.0K
6,629
减持
TTD
THE TRADE DESK INC
-$624.5K
7,180
-17%
增持
GOOG
ALPHABET INC
-$623.0K
28,332
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$622.4K
71,154
+20%
增持
IWV
ISHARES TR
+$621.2K
2,764
+258%
建仓
IDXX
IDEXX LABS INC
+$597.6K
1,423
增持
ROL
ROLLINS INC
+$592.8K
67,218
+3%
减持
ABT
ABBOTT LABS
+$587.9K
30,620
-0%
减持
CREX
CREATIVE REALITIES INC
-$554.3K
90,500
-69%
建仓
NVO
NOVO-NORDISK A S
+$554.3K
7,982
减持
OLED
UNIVERSAL DISPLAY CORP
-$550.2K
66,352
-2%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$549.1K
465
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$542.5K
19,285
+123%
减持
SPYV
SPDR SER TR
-$542.2K
280,731
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$540.7K
41,047
+36%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$518.8K
98,295
-1%
增持
NVDA
NVIDIA CORPORATION
-$517.2K
67,123
+15%
增持
HON
HONEYWELL INTL INC
+$513.8K
8,223
+47%
增持
GLDM
WORLD GOLD TR
+$502.6K
27,730
+20%
减持
CTSO
CYTOSORBENTS CORP
-$487.8K
823,500
-34%
减持
BBAI
BIGBEAR AI HLDGS INC
-$478.9K
73,150
-68%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$471.4K
193,566
-3%
增持
ADI
ANALOG DEVICES INC
+$467.6K
3,721
+180%
建仓
ROST
ROSS STORES INC
+$464.1K
3,632
减持
UNH
UNITEDHEALTH GROUP INC
-$454.6K
5,855
-10%
增持
SLB
SCHLUMBERGER LTD
+$440.4K
55,204
+18%
清仓
NVAX
NOVAVAX INC
-$436.9K
0
-100%
减持
OPTT
OCEAN PWR TECHNOLOGIES INC
-$389.4K
28,000
-95%
减持
LUCD
LUCID DIAGNOSTICS INC
-$377.6K
43,500
-92%
增持
T
AT&T INC
+$377.3K
31,218
+33%
减持
GE
GE AEROSPACE
+$373.9K
15,230
-2%
增持
EXEL
EXELIXIS INC
+$366.0K
217,595
+0%
增持
MITK
MITEK SYS INC
-$356.1K
214,155
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$341.8K
10,938
-12%
增持
DUK
DUKE ENERGY CORP NEW
+$340.6K
8,854
+27%
增持
TSLA
TESLA INC
+$333.0K
11,959
+74%
清仓
VOE
VANGUARD INDEX FDS
-$315.5K
0
-100%
增持
FISV
FISERV INC
+$312.3K
4,579
+32%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$310.5K
60,992
+4%
增持
MO
ALTRIA GROUP INC
+$302.1K
14,097
+32%
清仓
SQ
BLOCK INC
-$299.3K
0
-100%
减持
GEV
GE VERNOVA INC
-$285.9K
3,801
-4%
增持
—
EXXON MOBIL CORP
+$280.7K
22,743
+3%
增持
VRT
VERTIV HOLDINGS CO
-$280.3K
14,244
+35%
增持
XPO
XPO INC
-$271.2K
16,449
+9%
增持
GILD
GILEAD SCIENCES INC
+$264.4K
6,416
+27%
增持
EXC
EXELON CORP
+$261.5K
15,335
+29%
建仓
SPEU
SPDR INDEX SHS FDS
+$250.2K
5,685
增持
AVGO
BROADCOM INC
+$239.5K
11,225
+54%
清仓
—
EASTERLY GOVT PPTYS INC
-$238.2K
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$229.5K
0
-100%
减持
CRM
SALESFORCE INC
-$229.4K
4,202
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$226.4K
19,738
+12%
增持
COST
COSTCO WHSL CORP NEW
+$224.5K
5,256
+2%
建仓
SHEL
SHELL PLC
+$216.2K
2,950
清仓
BA
BOEING CO
-$214.2K
0
-100%
增持
FSV
FIRSTSERVICE CORP NEW
-$213.0K
28,837
+1%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$209.9K
0
-100%
建仓
PAYX
PAYCHEX INC
+$207.5K
1,345
增持
PEP
PEPSICO INC
+$206.9K
8,913
+14%
减持
V
VISA INC
+$206.7K
5,621
-2%
增持
—
LINDE PLC
+$206.6K
4,501
+0%
建仓
RTX
RTX CORPORATION
+$204.9K
1,547
清仓
WH
WYNDHAM HOTELS & RESORTS INC
-$204.0K
0
-100%
建仓
SCI
SERVICE CORP INTL
+$202.7K
2,528
建仓
WSO
WATSCO INC
+$202.3K
398
增持
—
MEDTRONIC PLC
+$197.9K
7,248
+31%
增持
CIVI
CIVITAS RESOURCES INC
-$188.1K
15,989
+13%
增持
SBUX
STARBUCKS CORP
+$187.3K
8,261
+24%
增持
BAC
BANK AMERICA CORP
-$186.4K
83,675
+3%
增持
NSC
NORFOLK SOUTHN CORP
+$183.2K
2,872
+37%
增持
PG
PROCTER AND GAMBLE CO
+$181.9K
13,035
+2%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$179.5K
54,559
+12%
增持
CAG
CONAGRA BRANDS INC
+$175.9K
21,015
+44%
减持
TGT
TARGET CORP
-$171.9K
3,507
-10%
增持
PM
PHILIP MORRIS INTL INC
+$168.8K
4,005
+1%
减持
ROBT
FIRST TR EXCHANGE TRADED FD
-$168.6K
36,845
-3%
增持
CMCSA
COMCAST CORP NEW
+$167.0K
18,260
+31%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$165.8K
1,127
+59%
增持
MRVL
MARVELL TECHNOLOGY INC
-$165.7K
13,392
+56%
增持
SYY
SYSCO CORP
+$165.7K
7,785
+37%
清仓
NRDY
NERDY INC
-$153.0K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$150.6K
5,395
-0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$148.4K
43,426
+0%
增持
KMI
KINDER MORGAN INC DEL
+$147.8K
95,138
+6%
增持
EMR
EMERSON ELEC CO
-$147.1K
17,012
+0%
增持
ZTS
ZOETIS INC
+$145.1K
5,418
+21%
增持
PGR
PROGRESSIVE CORP
+$144.8K
3,011
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$137.9K
3,433
+0%
增持
TXN
TEXAS INSTRS INC
+$136.7K
3,133
+40%
增持
ORCL
ORACLE CORP
-$123.0K
9,330
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$123.0K
3,269
+35%
增持
VMC
VULCAN MATLS CO
+$116.3K
7,117
+18%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$111.7K
4,713
+6%
增持
CL
COLGATE PALMOLIVE CO
+$110.9K
3,417
+42%
增持
—
AON PLC
+$109.7K
1,209
+15%
增持
MRK
MERCK & CO INC
-$107.4K
20,016
+6%
减持
F
FORD MTR CO
-$102.4K
60,725
-17%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$99.9K
4,758
-0%
增持
WMT
WALMART INC
-$98.8K
83,075
+3%
增持
CVS
CVS HEALTH CORP
+$98.5K
4,447
+13%
减持
APA
APA CORPORATION
-$95.7K
28,300
-0%
增持
NFLX
NETFLIX INC
+$94.6K
488
+14%
增持
DE
DEERE & CO
+$92.8K
968
+15%
增持
PSTG
PURE STORAGE INC
-$91.2K
10,334
+18%
减持
INVX
INNOVEX INTERNATIONAL INC
-$84.3K
11,555
-38%
增持
MDLZ
MONDELEZ INTL INC
+$84.2K
5,932
+5%
增持
CMI
CUMMINS INC
+$84.0K
1,223
+48%
增持
COF
CAPITAL ONE FINL CORP
+$83.9K
6,942
+8%
增持
CAT
CATERPILLAR INC
-$83.0K
6,906
+6%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$82.6K
2,795
+3%
