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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 100
增持 24
减持 25
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$12.2M
444,492
-9%
增持
SPYG
SPDR SERIES TRUST
+$10.2M
297,599
+44%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$6.1M
92,801
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
GOOGL
ALPHABET INC
+$4.7M
58,121
+5%
清仓
—
FIRSTSERVICE CORP NEW
-$3.5M
0
-100%
增持
BILS
SPDR SERIES TRUST
+$3.3M
557,760
+7%
减持
IRM
IRON MTN INC DEL
-$2.8M
135,094
-2%
减持
BX
BLACKSTONE INC
-$2.7M
90,101
-7%
建仓
FSV
FIRSTSERVICE CORP NEW
+$2.4M
15,292
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
33,053
+34%
减持
AAPL
APPLE INC
+$2.2M
177,255
-2%
增持
WMT
WALMART INC
+$2.0M
99,887
+13%
减持
GOOG
ALPHABET INC
+$2.0M
28,819
-1%
减持
LLY
ELI LILLY & CO
+$1.9M
6,439
-2%
建仓
V
VISA INC
+$1.9M
5,325
建仓
MAR
MARRIOTT INTL INC NEW
+$1.8M
5,954
建仓
FDX
FEDEX CORP
+$1.8M
6,229
减持
OLED
UNIVERSAL DISPLAY CORP
-$1.8M
62,980
-1%
增持
MSFT
MICROSOFT CORP
-$1.8M
56,139
+1%
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.7M
3,018
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.7M
5,126
建仓
VMC
VULCAN MATLS CO
+$1.7M
5,786
增持
AMZN
AMAZON COM INC
+$1.6M
70,947
+5%
建仓
COF
CAPITAL ONE FINL CORP
+$1.6M
6,463
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.5M
2
建仓
VOO
VANGUARD INDEX FDS
+$1.5M
2,402
建仓
MCD
MCDONALDS CORP
+$1.5M
4,869
建仓
C
CITIGROUP INC
+$1.5M
12,513
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.4M
2,546
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.4M
128,670
+0%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$1.4M
19,013
建仓
NOW
SERVICENOW INC
+$1.4M
9,013
建仓
CMI
CUMMINS INC
+$1.4M
2,645
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
4,410
建仓
NSC
NORFOLK SOUTHN CORP
+$1.3M
4,508
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$1.3M
191,021
-3%
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
4,524
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
20,375
减持
CG
CARLYLE GROUP INC
-$1.2M
305,087
-1%
建仓
VB
VANGUARD INDEX FDS
+$1.2M
4,651
增持
UITB
VICTORY PORTFOLIOS II
+$1.1M
402,182
+7%
建仓
INTU
INTUIT
+$1.1M
1,707
减持
ORCL
ORACLE CORP
-$1.1M
12,666
-1%
建仓
GLW
CORNING INC
+$1.1M
12,675
减持
—
CANTALOUPE INC
-$1.1M
527,905
-17%
建仓
SNOW
SNOWFLAKE INC
+$1.1M
4,862
建仓
IWV
ISHARES TR
+$1.1M
2,749
建仓
SOXX
ISHARES TR
+$1.0M
3,450
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.0M
3,808
建仓
CRM
SALESFORCE INC
+$1.0M
3,844
建仓
GS
GOLDMAN SACHS GROUP INC
+$988.9K
1,125
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$984.0K
146,097
-6%
建仓
VNQ
VANGUARD INDEX FDS
+$975.3K
11,022
建仓
MELI
MERCADOLIBRE INC
+$918.5K
456
减持
ASPN
ASPEN AEROGELS INC
-$916.3K
141,607
-25%
建仓
IDXX
IDEXX LABS INC
+$896.4K
1,325
建仓
AME
AMETEK INC
+$868.7K
4,231
建仓
REG
REGENCY CTRS CORP
+$863.8K
12,513
建仓
VLTO
VERALTO CORP
+$861.1K
8,630
建仓
UNP
UNION PAC CORP
+$847.8K
3,665
建仓
SPY
SPDR S&P 500 ETF TR
+$831.9K
1,220
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$810.7K
24,698
+7%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$799.4K
4,936
建仓
SPG
SIMON PPTY GROUP INC NEW
+$740.0K
3,998
减持
UBER
UBER TECHNOLOGIES INC
-$689.4K
39,228
-1%
建仓
SBUX
STARBUCKS CORP
+$689.0K
8,182
建仓
PGR
PROGRESSIVE CORP
+$688.6K
3,024
建仓
PODD
INSULET CORP
+$673.6K
2,370
建仓
TJX
TJX COS INC NEW
+$664.2K
4,324
建仓
ROST
ROSS STORES INC
+$661.5K
3,672
建仓
IYF
ISHARES TR
+$661.4K
5,130
增持
NVDA
NVIDIA CORPORATION
+$659.4K
80,914
+5%
建仓
VO
VANGUARD INDEX FDS
+$619.0K
2,133
减持
STWD
STARWOOD PPTY TR INC
-$605.7K
274,562
-4%
建仓
ADI
ANALOG DEVICES INC
+$605.6K
2,233
建仓
PM
PHILIP MORRIS INTL INC
+$602.4K
3,756
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$599.5K
5,362
建仓
CSCO
CISCO SYS INC
+$578.6K
7,511
建仓
XBI
SPDR SERIES TRUST
+$569.4K
4,670
增持
MRK
MERCK & CO INC
+$566.9K
25,971
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$565.7K
36,792
+3%
建仓
ZTS
ZOETIS INC
+$554.4K
4,406
建仓
TR
TOOTSIE ROLL INDS INC
+$533.9K
14,576
建仓
FV
FIRST TR EXCHANGE TRADED FD
+$532.9K
8,470
减持
AMD
ADVANCED MICRO DEVICES INC
+$526.0K
11,078
-3%
建仓
APH
AMPHENOL CORP NEW
+$513.5K
3,800
增持
DHR
DANAHER CORPORATION
+$510.3K
15,061
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$510.0K
30,934
+20%
建仓
EZM
WISDOMTREE TR
+$506.0K
7,575
建仓
ADBE
ADOBE INC
+$504.7K
1,442
建仓
LMT
LOCKHEED MARTIN CORP
+$503.5K
1,041
建仓
URI
UNITED RENTALS INC
+$496.9K
614
建仓
FEX
FIRST TR EXCHANGE-TRADED ALP
+$494.0K
4,165
建仓
NFLX
NETFLIX INC
+$491.3K
5,240
建仓
ULTA
ULTA BEAUTY INC
+$487.0K
805
增持
SPYV
SPDR SERIES TRUST
+$486.8K
263,832
+1%
建仓
SHOP
SHOPIFY INC
+$478.1K
2,970
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$470.3K
2,795
增持
AXP
AMERICAN EXPRESS CO
+$458.5K
11,974
+0%
减持
CAT
CATERPILLAR INC
+$457.7K
6,756
-6%
建仓
ECL
ECOLAB INC
+$457.0K
1,741
减持
CARR
CARRIER GLOBAL CORPORATION
-$454.6K
56,655
-2%
建仓
QQQ
INVESCO QQQ TR
+$449.1K
731
建仓
DE
DEERE & CO
+$445.6K
957
减持
BBAI
BIGBEAR AI HLDGS INC
-$439.5K
107,150
-31%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$437.5K
755
增持
VTEB
VANGUARD MUN BD FDS
+$430.2K
108,573
+8%
减持
ACHR
ARCHER AVIATION INC
-$426.1K
135,480
-10%
建仓
CNI
CANADIAN NATL RY CO
+$424.1K
4,290
建仓
AMGN
AMGEN INC
+$419.6K
1,282
建仓
OKE
ONEOK INC NEW
+$419.5K
5,708
建仓
AMAT
APPLIED MATLS INC
+$418.7K
1,629
建仓
—
AON PLC
+$416.8K
1,181
建仓
ITW
ILLINOIS TOOL WKS INC
+$416.0K
1,689
增持
HD
HOME DEPOT INC
-$413.0K
10,647
+6%
建仓
DIS
DISNEY WALT CO
+$412.0K
3,621
建仓
LEU
CENTRUS ENERGY CORP
+$409.1K
1,685
减持
MO
ALTRIA GROUP INC
-$406.3K
22,099
-13%
建仓
MMM
3M CO
+$403.0K
2,517
增持
DUK
DUKE ENERGY CORP NEW
+$402.1K
33,679
+18%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$401.7K
8,035
减持
EXEL
EXELIXIS INC
+$397.3K
192,065
-1%
建仓
WFC
WELLS FARGO CO NEW
+$397.0K
4,260
建仓
DXCM
DEXCOM INC
+$385.6K
5,810
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$368.4K
5,004
增持
COST
COSTCO WHSL CORP NEW
+$365.7K
6,171
+15%
增持
ATOM
ATOMERA INC
-$355.9K
166,050
+2%
建仓
NNN
NNN REIT INC
+$355.9K
8,980
建仓
VUG
VANGUARD INDEX FDS
+$355.6K
729
建仓
CVS
CVS HEALTH CORP
+$354.1K
4,462
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$347.5K
1,351
建仓
IVW
ISHARES TR
+$343.9K
2,790
建仓
SYK
STRYKER CORPORATION
+$337.1K
959
建仓
FR
FIRST INDL RLTY TR INC
+$335.8K
5,864
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$331.9K
5,500
建仓
HII
HUNTINGTON INGALLS INDS INC
+$322.0K
947
建仓
FISV
FISERV INC
+$319.1K
4,750
建仓
IVE
ISHARES TR
+$318.3K
1,501
建仓
AMT
AMERICAN TOWER CORP NEW
+$313.1K
1,783
建仓
SEB
SEABOARD CORP DEL
+$311.1K
70
建仓
SMH
VANECK ETF TRUST
+$310.8K
863
建仓
NEE
NEXTERA ENERGY INC
+$310.8K
3,871
减持
ABT
ABBOTT LABS
-$305.3K
30,421
-1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$304.2K
56,171
+12%
增持
AVGO
BROADCOM INC
+$302.2K
15,062
+1%
建仓
—
CHUBB LIMITED
+$301.8K
967
建仓
PANW
PALO ALTO NETWORKS INC
+$301.4K
1,636
减持
BAC
BANK AMERICA CORP
+$301.1K
104,604
-1%
建仓
RTX
RTX CORPORATION
+$300.0K
1,636
减持
CTSO
CYTOSORBENTS CORP
-$298.8K
612,000
-17%
