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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 14
增持 73
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$42.5M
500,715
-11%
增持
MSFT
MICROSOFT CORP
+$8.7M
55,247
+2%
增持
CG
CARLYLE GROUP INC
+$7.1M
320,037
+7%
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
NVDA
NVIDIA CORPORATION
+$5.4M
70,647
+5%
增持
BX
BLACKSTONE INC
+$4.5M
97,800
+14%
减持
SPYG
SPDR SERIES TRUST
+$3.3M
210,279
-4%
增持
GOOGL
ALPHABET INC
+$2.6M
53,377
+5%
增持
AMZN
AMAZON COM INC
+$2.6M
66,438
+4%
增持
AVGO
BROADCOM INC
+$2.6M
14,773
+32%
增持
VTEB
VANGUARD MUN BD FDS
+$2.5M
93,178
+127%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
2,478
-58%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.4M
199,181
+3%
增持
SO
SOUTHERN CO
+$2.2M
27,425
+494%
增持
VRT
VERTIV HOLDINGS CO
+$1.9M
20,713
+45%
增持
IRM
IRON MTN INC DEL
+$1.8M
136,751
+12%
减持
AAPL
APPLE INC
-$1.8M
180,869
-1%
增持
BILS
SPDR SERIES TRUST
+$1.8M
600,218
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$1.7M
21,928
+148%
增持
META
META PLATFORMS INC
+$1.6M
6,437
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
34,325
+0%
减持
FDX
FEDEX CORP
-$1.4M
6,622
-45%
增持
WMT
WALMART INC
+$1.4M
84,429
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
23,198
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.4M
45,771
+137%
减持
GEV
GE VERNOVA INC
+$1.3M
3,762
-1%
增持
TSLA
TESLA INC
+$1.3M
13,713
+15%
增持
GOOG
ALPHABET INC
+$1.3M
29,004
+2%
增持
ORCL
ORACLE CORP
+$1.2M
9,615
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$1.1M
38,969
+21%
减持
GE
GE AEROSPACE
+$1.1M
15,203
-0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.1M
57,740
+33%
减持
SPYV
SPDR SERIES TRUST
-$913.1K
254,576
-9%
减持
ERII
ENERGY RECOVERY INC
-$907.0K
59,870
-45%
减持
FSV
FIRSTSERVICE CORP NEW
-$890.0K
19,877
-31%
增持
BBAI
BIGBEAR AI HLDGS INC
+$840.1K
156,150
+113%
增持
ARCC
ARES CAPITAL CORP
+$798.3K
296,297
+12%
增持
ISRG
INTUITIVE SURGICAL INC
+$796.4K
2,290
+292%
增持
LLY
ELI LILLY & CO
+$787.0K
5,141
+39%
清仓
QQQ
INVESCO QQQ TR
-$730.6K
0
-100%
增持
CAT
CATERPILLAR INC
+$706.2K
6,976
+1%
减持
EVR
EVERCORE INC
+$696.5K
7,004
-0%
清仓
CMCSA
COMCAST CORP NEW
-$673.8K
0
-100%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$639.3K
134,295
+37%
减持
AMD
ADVANCED MICRO DEVICES INC
+$630.7K
10,756
-2%
减持
—
CANTALOUPE INC
-$626.7K
867,943
-33%
增持
STWD
STARWOOD PPTY TR INC
+$601.7K
267,751
+15%
增持
AMT
AMERICAN TOWER CORP NEW
+$566.3K
4,187
+195%
增持
XPO
XPO INC
+$563.6K
18,961
+15%
清仓
CAG
CONAGRA BRANDS INC
-$560.5K
0
-100%
清仓
CIVI
CIVITAS RESOURCES INC
-$557.9K
0
-100%
增持
NOW
SERVICENOW INC
+$556.3K
882
+183%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$549.1K
0
-100%
增持
EMR
EMERSON ELEC CO
+$538.5K
17,948
+6%
建仓
LEU
CENTRUS ENERGY CORP
+$531.2K
2,286
增持
AME
AMETEK INC
+$521.1K
4,225
+177%
增持
BAC
BANK AMERICA CORP
+$507.0K
88,040
+5%
建仓
OKE
ONEOK INC NEW
+$467.6K
6,216
减持
BIL
SPDR SERIES TRUST
-$432.3K
87,297
-5%
增持
MO
ALTRIA GROUP INC
+$425.7K
20,139
+43%
增持
HD
HOME DEPOT INC
+$420.5K
9,337
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$417.3K
64,588
+1%
减持
FISV
FISERV INC
-$416.8K
4,434
-3%
增持
EXC
EXELON CORP
+$412.7K
24,841
+62%
增持
MITK
MITEK SYS INC
+$409.8K
238,655
+11%
增持
MA
MASTERCARD INCORPORATED
+$406.1K
14,973
+1%
增持
PSTG
PURE STORAGE INC
+$392.3K
14,797
+43%
建仓
JAAA
JANUS DETROIT STR TR
+$391.2K
7,730
减持
QCOM
QUALCOMM INC
-$389.8K
30,860
-3%
增持
NSC
NORFOLK SOUTHN CORP
+$387.6K
3,774
+31%
增持
MRVL
MARVELL TECHNOLOGY INC
+$372.5K
15,893
+19%
清仓
TGT
TARGET CORP
-$366.0K
0
-100%
减持
ACHR
ARCHER AVIATION INC
+$359.6K
150,580
-5%
增持
UITB
VICTORY PORTFOLIOS II
+$358.0K
343,153
+2%
增持
TXN
TEXAS INSTRS INC
+$354.9K
4,937
+58%
减持
PG
PROCTER AND GAMBLE CO
-$353.8K
12,218
-6%
增持
T
AT&T INC
+$352.2K
44,926
+44%
增持
CMI
CUMMINS INC
+$351.8K
1,926
+57%
增持
ROL
ROLLINS INC
+$338.5K
68,065
+1%
减持
EXEL
EXELIXIS INC
-$332.7K
204,215
-6%
减持
MAT
MATTEL INC
-$322.0K
21,770
-39%
建仓
—
CARNIVAL CORP
+$318.8K
10,904
增持
SNOW
SNOWFLAKE INC
+$316.1K
4,352
+6%
减持
—
EXXON MOBIL CORP
-$315.5K
22,433
-1%
减持
DHR
DANAHER CORPORATION
-$305.6K
15,280
-5%
增持
IDXX
IDEXX LABS INC
+$291.3K
1,424
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$290.7K
4,638
-2%
减持
FRTY
THE ALGER ETF TRUST
+$275.3K
77,168
-4%
增持
GILD
GILEAD SCIENCES INC
+$272.6K
8,992
+40%
建仓
BA
BOEING CO
+$271.2K
1,205
建仓
SMH
VANECK ETF TRUST
+$270.9K
945
建仓
SQ
BLOCK INC
+$265.7K
3,490
增持
—
MEDTRONIC PLC
+$260.0K
10,199
+41%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$253.3K
947
增持
SYY
SYSCO CORP
+$252.7K
10,273
+32%
增持
COP
CONOCOPHILLIPS
+$246.7K
27,458
+25%
减持
TTD
THE TRADE DESK INC
+$245.4K
7,125
-1%
减持
ROBT
FIRST TR EXCHANGE TRADED FD
+$239.9K
34,845
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$235.8K
724
-36%
减持
ZTS
ZOETIS INC
-$235.6K
4,481
-17%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$232.9K
66,647
-6%
增持
KMI
KINDER MORGAN INC DEL
+$232.0K
110,142
+16%
增持
HON
HONEYWELL INTL INC
+$231.2K
8,997
+9%
增持
EQIX
EQUINIX INC
+$225.9K
847
+61%
清仓
HSIC
HENRY SCHEIN INC
-$224.6K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$224.4K
4,580
+40%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$224.0K
496
减持
OLED
UNIVERSAL DISPLAY CORP
-$221.7K
64,991
-2%
增持
SPEU
SPDR INDEX SHS FDS
+$220.8K
9,835
+73%
清仓
VNQ
VANGUARD INDEX FDS
-$216.5K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$210.1K
492
建仓
—
EATON CORP PLC
+$208.8K
583
减持
V
VISA INC
-$208.7K
5,184
-8%
清仓
INVX
INNOVEX INTERNATIONAL INC
-$207.5K
0
-100%
减持
INTU
INTUIT
+$206.4K
1,715
-7%
清仓
VTI
VANGUARD INDEX FDS
-$206.1K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$204.8K
37
建仓
VOE
VANGUARD INDEX FDS
+$204.3K
1,223
建仓
HWM
HOWMET AEROSPACE INC
+$204.1K
1,121
清仓
WSO
WATSCO INC
-$202.3K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$201.4K
7,776
-3%
增持
VLTO
VERALTO CORP
+$199.5K
7,867
+19%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$173.1K
22,998
+17%
增持
GLW
CORNING INC
+$168.0K
9,195
+0%
增持
NFLX
NETFLIX INC
+$161.3K
523
+7%
减持
VMC
VULCAN MATLS CO
-$154.5K
5,348
-25%
减持
C
CITIGROUP INC
+$153.2K
7,792
-2%
减持
BFS
SAUL CTRS INC
-$152.6K
24,411
-6%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$152.1K
50,284
-8%
减持
CRM
SALESFORCE INC
-$151.7K
3,917
-7%
增持
MAR
MARRIOTT INTL INC NEW
+$150.9K
5,944
+0%
减持
CTSO
CYTOSORBENTS CORP
-$150.4K
746,200
-9%
减持
ATOM
ATOMERA INC
-$143.4K
164,900
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$141.7K
1,134
-26%
减持
GLDM
WORLD GOLD TR
-$138.8K
23,625
-15%
增持
JNJ
JOHNSON & JOHNSON
+$137.3K
24,818
+0%
减持
URI
UNITED RENTALS INC
+$135.9K
614
-2%
增持
SLB
SCHLUMBERGER LTD
-$130.2K
66,262
+20%
减持
COF
CAPITAL ONE FINL CORP
+$129.7K
6,456
-7%
减持
APH
AMPHENOL CORP NEW
+$121.8K
3,790
-15%
减持
NOC
NORTHROP GRUMMAN CORP
+$119.7K
3,186
-7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$119.2K
161,679
-3%
减持
ULTA
ULTA BEAUTY INC
+$118.6K
805
-1%
减持
—
CHUBB LIMITED
-$105.8K
927
-21%
增持
CVX
CHEVRON CORP NEW
+$105.6K
29,719
+12%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$102.8K
186,430
-3%
增持
PGR
PROGRESSIVE CORP
-$102.7K
3,028
+1%
增持
KO
COCA COLA CO
-$100.7K
52,155
+0%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$90.0K
12,000
-28%
减持
ADBE
ADOBE INC
-$85.6K
1,480
-5%
增持
ABBV
ABBVIE INC
+$83.9K
41,649
+8%
