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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 72
减持 55
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$15.8M
414,989
-7%
增持
MSFT
MICROSOFT CORP
-$4.7M
60,561
+8%
增持
BX
BLACKSTONE INC
-$3.4M
90,915
+1%
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。
减持
AAPL
APPLE INC
-$3.4M
176,511
-0%
减持
CG
CARLYLE GROUP INC
-$3.3M
303,683
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.1M
54,225
-1%
减持
SPYG
SPDR SERIES TRUST
-$2.9M
295,164
-1%
减持
IRM
IRON MTN INC DEL
+$2.5M
134,587
-0%
减持
OLED
UNIVERSAL DISPLAY CORP
-$2.1M
57,080
-9%
减持
VRT
VERTIV HOLDINGS CO
+$2.1M
24,758
-2%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$2.0M
185,266
-3%
增持
CVX
CHEVRON CORPORATION
+$1.9M
32,007
+2%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.7M
82,282
-11%
减持
GOOGL
ALPHABET INC
-$1.6M
57,837
-0%
增持
WMT
WALMART INC
+$1.4M
100,925
+1%
减持
LLY
ELI LILLY & CO
-$1.3M
6,066
-6%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
33,131
+0%
增持
COP
CONOCOPHILLIPS
+$1.2M
30,135
+0%
增持
QCOM
QUALCOMM INC
-$1.1M
33,852
+6%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.0M
6,375
+3%
减持
XPO
XPO INC
+$925.4K
16,954
-3%
减持
GOOG
ALPHABET INC
-$906.0K
28,367
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$898.7K
37,011
+10%
增持
TSLA
TESLA INC
-$896.9K
14,629
+4%
增持
MA
MASTERCARD INCORPORATED
-$885.1K
15,978
+3%
减持
CAT
CATERPILLAR INC
+$867.9K
6,688
-1%
增持
KMI
KINDER MORGAN INC DEL
+$867.2K
123,841
+4%
减持
—
CANTALOUPE INC
-$817.3K
443,025
-16%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$793.5K
137,151
-6%
减持
SLB
SLB LIMITED
+$786.4K
62,363
-1%
减持
—
EXXON MOBIL CORP
+$753.3K
17,738
-5%
减持
EXEL
EXELIXIS INC
-$739.8K
179,025
-7%
增持
AXP
AMERICAN EXPRESS CO
-$726.8K
12,242
+2%
减持
GEV
GE VERNOVA INC
+$725.5K
3,732
-4%
减持
ABT
ABBOTT LABORATORIES
-$702.9K
30,277
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$670.8K
95,998
-12%
增持
MITK
MITEK SYS INC
+$655.0K
217,475
+1%
增持
AMZN
AMAZON COM INC
-$641.2K
75,550
+6%
减持
BILS
SPDR SERIES TRUST
-$609.9K
550,393
-1%
增持
NVDA
NVIDIA CORPORATION
-$607.1K
83,047
+3%
减持
GE
GE AEROSPACE
-$594.9K
14,921
-5%
减持
GLW
CORNING INC
+$594.7K
12,536
-1%
增持
ORCL
ORACLE CORP
-$593.1K
12,750
+1%
减持
SPYV
SPDR SERIES TRUST
-$564.3K
254,932
-3%
增持
MU
MICRON TECHNOLOGY INC
+$554.1K
5,462
+21%
减持
INTU
INTUIT
-$537.1K
1,373
-20%
建仓
BXP
BXP INC
+$526.0K
10,135
增持
ARCC
ARES CAPITAL CORP
-$511.8K
289,212
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$510.6K
35,930
+16%
增持
DHR
DANAHER CORP DEL
-$502.9K
15,532
+3%
增持
FDX
FEDEX CORP
+$495.5K
6,443
+3%
增持
T
AT&T INC
+$467.8K
71,999
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$454.1K
24,959
+1%
增持
JPM
JPMORGAN CHASE & CO
-$452.5K
38,764
+5%
建仓
FLY
FIREFLY AEROSPACE INC
+$438.1K
15,387
减持
ROBT
FIRST TR EXCHANGE TRADED FD
-$429.4K
26,935
-16%
增持
KO
COCA COLA CO
+$422.2K
53,620
+3%
减持
BIL
SPDR SERIES TRUST
-$420.2K
87,929
-5%
增持
HON
HONEYWELL INTL INC
+$412.6K
10,606
+4%
减持
FSV
FIRSTSERVICE CORP NEW
-$410.4K
14,164
-7%
建仓
ACWX
ISHARES TR
+$406.5K
5,937
增持
META
META PLATFORMS INC
-$395.4K
8,307
+7%
增持
COF
CAPITAL ONE FINL CORP
-$381.3K
6,496
+1%
增持
ROL
ROLLINS INC
-$369.1K
74,407
+3%
增持
GILD
GILEAD SCIENCES INC
+$362.0K
11,044
+15%
增持
—
LINDE PLC
+$359.4K
4,579
+2%
增持
NEE
NEXTERA ENERGY INC
+$357.5K
7,195
+86%
清仓
NNN
NNN REIT INC
-$355.9K
0
-100%
减持
MRK
MERCK & CO INC
+$345.6K
25,599
-1%
减持
ACHR
ARCHER AVIATION INC
-$343.9K
130,545
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$343.6K
3,026
+0%
增持
EXC
EXELON CORP
+$334.0K
36,201
+10%
增持
SO
SOUTHERN CO
+$331.5K
28,171
+3%
增持
MCD
MCDONALDS CORP
+$326.0K
5,837
+20%
增持
ATOM
ATOMERA INC
+$303.2K
175,900
+6%
增持
MO
ALTRIA GROUP INC
+$293.2K
23,752
+7%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$291.5K
49,641
+2%
增持
BAC
BANK AMERICA CORP
-$280.7K
112,257
+7%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
-$278.7K
18,400
-35%
增持
CRM
SALESFORCE INC
-$276.7K
3,973
+3%
减持
FRTY
THE ALGER ETF TRUST
-$268.6K
60,628
-12%
增持
AVGO
BROADCOM INC
-$264.5K
15,988
+6%
清仓
TTD
THE TRADE DESK INC
-$263.8K
0
-100%
增持
C
CITIGROUP INC
+$256.0K
15,132
+21%
增持
EVR
EVERCORE INC
-$255.6K
6,180
+0%
建仓
VTV
VANGUARD INDEX FDS
+$253.5K
1,292
减持
BBAI
BIGBEAR AI HLDGS INC
-$251.6K
92,900
-13%
清仓
APO
APOLLO GLOBAL MGMT INC
-$249.1K
0
-100%
清仓
—
IBEX LTD
-$248.5K
0
-100%
增持
NOW
SERVICENOW INC
+$245.9K
15,558
+73%
建仓
AMP
AMERIPRISE FINL INC
+$245.8K
553
清仓
NVO
NOVO-NORDISK A S
-$243.0K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$234.7K
48,995
-14%
增持
UNH
UNITEDHEALTH GROUP INC
-$234.2K
5,388
+5%
建仓
MPC
MARATHON PETE CORP
+$232.0K
950
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$227.3K
0
-100%
建仓
IWF
ISHARES TR
+$221.7K
520
清仓
ANET
ARISTA NETWORKS INC
-$221.7K
0
-100%
建仓
INTC
INTEL CORP
+$215.4K
4,880
减持
MELI
MERCADOLIBRE INC
-$214.8K
407
-11%
建仓
—
EATON CORP PLC
+$211.0K
590
建仓
EQIX
EQUINIX INC
+$210.8K
215
增持
ABBV
ABBVIE INC
-$210.2K
45,348
+3%
建仓
SCI
SERVICE CORP INTL
+$208.2K
2,523
建仓
TRV
TRAVELERS COMPANIES INC
+$205.6K
705
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$205.2K
1,753
清仓
CHDN
CHURCHILL DOWNS INC
-$203.7K
0
-100%
建仓
DVY
ISHARES TR
+$202.9K
1,340
增持
GLDM
WORLD GOLD TR
+$193.0K
23,625
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$191.8K
4,533
+3%
增持
CMI
CUMMINS INC
+$189.7K
2,862
+8%
增持
SNOW
SNOWFLAKE INC
-$186.9K
5,832
+20%
增持
ISRG
INTUITIVE SURGICAL INC
-$185.3K
2,726
+7%
减持
SHOP
SHOPIFY INC
-$179.2K
2,520
-15%
减持
PODD
INSULET CORP
-$177.8K
2,363
-0%
增持
V
VISA INC
-$176.8K
5,594
+5%
清仓
SMMT
SUMMIT THERAPEUTICS INC
-$174.9K
0
-100%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$173.3K
13,198
-0%
减持
ADBE
ADOBE INC
-$167.5K
1,387
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$166.5K
26,105
+2%
减持
MRVL
MARVELL TECHNOLOGY INC
+$156.2K
15,056
-4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$151.4K
3,733
-2%
增持
AMAT
APPLIED MATLS INC
+$150.4K
1,665
+2%
减持
—
MEDIWOUND LTD
-$148.0K
59,481
-1%
减持
DIS
DISNEY WALT CO
-$146.0K
2,760
-24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$145.5K
8,454
+23%
增持
LMT
LOCKHEED MARTIN CORP
+$138.4K
1,062
+2%
增持
ROST
ROSS STORES INC
+$138.1K
3,691
+1%
减持
ERII
ENERGY RECOVERY INC
-$137.1K
27,900
-10%
减持
REG
REGENCY CTRS CORP
-$134.9K
9,633
-23%
减持
LEU
CENTRUS ENERGY CORP
-$133.9K
1,585
-6%
增持
DE
DEERE & CO
+$133.5K
1,028
+7%
增持
OKE
ONEOK INC NEW
+$129.1K
6,070
+6%
增持
UBER
UBER TECHNOLOGIES INC
-$126.2K
42,807
+9%
增持
VUG
VANGUARD INDEX FDS
+$125.3K
1,101
+51%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$124.7K
49,572
-8%
减持
MAT
MATTEL INC
-$123.5K
11,225
-22%
增持
NSC
NORFOLK SOUTHN CORP
+$123.4K
4,965
+10%
增持
NFLX
NETFLIX INC.
+$121.7K
6,375
+22%
增持
ADI
ANALOG DEVICES INC
+$118.8K
2,277
+2%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$118.0K
129,280
+3%
增持
MAR
MARRIOTT INTL INC NEW
+$109.4K
5,982
+0%
增持
TR
TOOTSIE ROLL INDS INC
+$107.4K
15,013
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$101.4K
4,511
+13%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$100.8K
6,040
-25%
增持
ENS
ENERSYS
+$99.0K
2,120
+16%
减持
APA
APA CORPORATION
+$98.1K
18,990
-34%
减持
EZM
WISDOMTREE TR
-$97.6K
6,075
-20%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$93.9K
54,286
-3%
增持
WULF
TERAWULF INC
+$93.3K
29,985
+2%
