Sargent Investment Group, LLC 13F 持仓 · 2026年Q2
Sargent Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 279 只证券，申报市值合计 8.32 亿美元。前几大持仓：BILS（7.76%）、AAPL（6.31%）、PLTR（5.39%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BILS | SPDR SERIES TRUST | $64.5M | 7.76% | 648,966 | 增持 |
| 2 | AAPL | APPLE INC | $52.5M | 6.31% | 181,413 | 增持 |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $44.8M | 5.39% | 383,906 | 减持 |
| 4 | SPYG | SPDR SERIES TRUST | $34.1M | 4.10% | 286,828 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $22.6M | 2.72% | 60,572 | 增持 |
| 6 | GOOGL | ALPHABET INC | $21.0M | 2.52% | 58,741 | 增持 |
| 7 | UITB | VICTORY PORTFOLIOS II | $19.0M | 2.28% | 405,609 | 增持 |
| 8 | AMZN | AMAZON COM INC | $18.0M | 2.17% | 75,602 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $16.8M | 2.01% | 83,744 | 增持 |
| 10 | IRM | IRON MTN INC DEL | $16.7M | 2.00% | 131,883 | 减持 |
| 11 | CIBR | FIRST TR EXCHANGE-TRADED FD | $16.2M | 1.94% | 179,786 | 减持 |
| 12 | SPYV | SPDR SERIES TRUST | $15.2M | 1.83% | 250,608 | 减持 |
| 13 | IBM | INTERNATIONAL BUSINESS MACHS | $15.1M | 1.81% | 53,572 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $12.8M | 1.54% | 39,208 | 增持 |
| 15 | CG | CARLYLE GROUP INC | $12.7M | 1.52% | 300,821 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.4M | 1.49% | 24,739 | 减持 |
| 17 | FTCS | FIRST TR EXCHANGE-TRADED FD | $12.4M | 1.49% | 132,106 | 减持 |
| 18 | ABBV | ABBVIE INC | $11.8M | 1.41% | 46,728 | 增持 |
| 19 | WMT | WALMART INC | $11.6M | 1.40% | 102,699 | 增持 |
| 20 | BIL | SPDR SERIES TRUST | $11.3M | 1.36% | 123,834 | 增持 |
| 21 | BX | BLACKSTONE INC | $10.7M | 1.28% | 90,638 | 减持 |
| 22 | GOOG | ALPHABET INC | $10.0M | 1.20% | 28,275 | 减持 |
| 23 | EXEL | EXELIXIS INC | $9.9M | 1.19% | 182,055 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $8.4M | 1.01% | 33,156 | 增持 |
| 25 | MA | MASTERCARD INCORPORATED | $8.3M | 1.00% | 16,172 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR