ARGENT CAPITAL MANAGEMENT LLC
ST LOUIS MO · SEC CIK 0001120926
$31.66亿2026Q2 申报市值
168持仓数
44.4%前十大占比 · 第一大 7.1%
34 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DELL 新建仓+$9,156.82万
XOM 新建仓+$7,354.82万
JAZZ 新建仓+$4,821.14万
RRX 新建仓+$3,970.96万
CTAS 加仓+$2,676.77万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$9,966.32万
IWB 重新持有-$8,102.05万
MUSA 减仓-$6,437.46万
DHR 减仓-$6,000.42万
SITE 清仓-$3,191.66万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | $2.26亿 | 7.14% | 632,390 | -71,249 | -10.1% | -$2,546.23万 | 减仓 |
| NVDA | NVIDIA Corporation | $2.06亿 | 6.52% | 1,031,778 | -121,232 | -10.5% | -$2,425.73万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.86亿 | 5.86% | 778,967 | -92,218 | -10.6% | -$2,197.92万 | 减仓 |
| AMAT | Applied Materials, Inc. | $1.55亿 | 4.88% | 213,780 | -20,236 | -8.6% | -$1,463.06万 | 减仓 |
| MSFT | Microsoft Corporation | $1.45亿 | 4.58% | 388,886 | -43,285 | -10.0% | -$1,614.62万 | 减仓 |
| URI | United Rentals, Inc. | $1.11亿 | 3.52% | 98,286 | -12,830 | -11.5% | -$1,453.50万 | 减仓 |
| AVGO | Broadcom Inc. | $9,977.64万 | 3.15% | 264,133 | -49,447 | -15.8% | -$1,867.86万 | 减仓 |
| MA | Mastercard Incorporated | $9,229.64万 | 2.91% | 179,705 | -21,169 | -10.5% | -$1,087.24万 | 减仓 |
| AAPL | Apple Inc. | $9,206.56万 | 2.91% | 318,170 | -27,940 | -8.1% | -$808.47万 | 减仓 |
| DELL | Dell Technologies, Inc. | $9,156.82万 | 2.89% | 212,229 | 212,229 | — | $9,156.82万 | 新建仓 |
| TDG | TransDigm Group Incorporated | $8,870.10万 | 2.80% | 66,590 | -8,675 | -11.5% | -$1,155.55万 | 减仓 |
| XOM | Exxon Mobil Corp | $7,354.82万 | 2.32% | 537,947 | 537,947 | — | $7,354.82万 | 新建仓 |
| FTNT | Fortinet, Inc. | $7,257.15万 | 2.29% | 472,409 | -88,402 | -15.8% | -$1,358.03万 | 减仓 |
| DHI | D.R. Horton, Inc. | $7,207.58万 | 2.28% | 442,509 | -65,014 | -12.8% | -$1,058.95万 | 减仓 |
| HCA | HCA Healthcare, Inc. | $6,914.97万 | 2.18% | 177,357 | -38,424 | -17.8% | -$1,498.11万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $6,364.91万 | 2.01% | 194,449 | -10,455 | -5.1% | -$342.22万 | 减仓 |
| ETN | Eaton Corporation plc | $6,284.19万 | 1.98% | 147,475 | -15,515 | -9.5% | -$661.12万 | 减仓 |
| PGR | The Progressive Corporation | $5,724.71万 | 1.81% | 262,060 | -28,155 | -9.7% | -$615.05万 | 减仓 |
| PNC | PNC Financial Services Group, Inc. | $4,824.24万 | 1.52% | 195,932 | -3,143 | -1.6% | -$77.39万 | 减仓 |
| JAZZ | Jazz Pharmaceuticals plc | $4,821.14万 | 1.52% | 200,072 | 200,072 | — | $4,821.14万 | 新建仓 |
| NEE | NextEra Energy, Inc. | $4,639.12万 | 1.47% | 528,554 | -47,739 | -8.3% | -$419.01万 | 减仓 |
| META | Meta Platforms, Inc. | $4,629.42万 | 1.46% | 82,185 | -14,223 | -14.8% | -$801.17万 | 减仓 |
| WCN | Waste Connections, Inc. | $4,624.27万 | 1.46% | 277,417 | -34,056 | -10.9% | -$567.68万 | 减仓 |
| ORLY | O'Reilly Automotive, Inc. | $4,403.68万 | 1.39% | 478,193 | -58,609 | -10.9% | -$539.73万 | 减仓 |
| VTRS | Viatris Inc. | $4,049.96万 | 1.28% | 2,550,355 | 389,455 | 18.0% | $618.45万 | 加仓 |
| RRX | Regal Rexnord Corp | $3,970.96万 | 1.25% | 166,714 | 166,714 | — | $3,970.96万 | 新建仓 |
| CTAS | Cintas Corporation | $3,295.81万 | 1.04% | 193,780 | 157,383 | 432.4% | $2,676.77万 | 加仓 |
| MEDP | Medpace Holdings, Inc. | $3,188.87万 | 1.01% | 60,214 | -16,376 | -21.4% | -$867.26万 | 减仓 |
| FERG | Ferguson Enterprises Inc. | $3,041.99万 | 0.96% | 128,175 | -18,400 | -12.6% | -$436.69万 | 减仓 |
| USFD | US Foods Holding Corp. | $2,978.63万 | 0.94% | 291,309 | -115,017 | -28.3% | -$1,176.05万 | 减仓 |
| APO | Apollo Global Management, Inc. | $2,763.06万 | 0.87% | 233,544 | -45,719 | -16.4% | -$540.90万 | 减仓 |
| AMGN | Amgen Inc. | $2,608.41万 | 0.82% | 72,032 | -3,740 | -4.9% | -$135.43万 | 减仓 |
| HPE | Hewlett Packard Enterprise Company | $2,453.41万 | 0.77% | 543,873 | 543,873 | — | $2,453.41万 | 新建仓 |
| CVX | Chevron Corporation | $2,265.72万 | 0.72% | 136,687 | -8,161 | -5.6% | -$135.28万 | 减仓 |
| MRK | Merck & Co, Inc. | $2,257.47万 | 0.71% | 175,679 | -9,774 | -5.3% | -$125.60万 | 减仓 |
| TXN | Texas Instruments Incorporated | $2,245.83万 | 0.71% | 75,346 | -28,116 | -27.2% | -$838.05万 | 减仓 |
| HLI | Houlihan Lokey, Inc. | $2,201.46万 | 0.70% | 164,129 | -38,293 | -18.9% | -$513.62万 | 减仓 |
| OMF | OneMain Holdings, Inc. | $1,966.31万 | 0.62% | 322,505 | -143,222 | -30.8% | -$873.23万 | 减仓 |
| RSG | Republic Services, Inc. | $1,939.11万 | 0.61% | 91,004 | -5,102 | -5.3% | -$108.71万 | 减仓 |
| HD | The Home Depot, Inc. | $1,893.34万 | 0.60% | 53,684 | -3,445 | -6.0% | -$121.50万 | 减仓 |
| JNJ | Johnson & Johnson | $1,878.84万 | 0.59% | 73,979 | -1,201 | -1.6% | -$30.50万 | 减仓 |
| GRMN | Garmin Ltd. | $1,834.29万 | 0.58% | 77,220 | -4,349 | -5.3% | -$103.31万 | 减仓 |
| ADI | Analog Devices, Inc. | $1,772.78万 | 0.56% | 44,635 | -2,549 | -5.4% | -$101.24万 | 减仓 |
| IFF | International Flavors & Fragrances Inc | $1,755.27万 | 0.55% | 221,568 | -45,705 | -17.1% | -$362.08万 | 减仓 |
| SCHW | The Charles Schwab Corporation | $1,716.52万 | 0.54% | 186,032 | -64,717 | -25.8% | -$597.14万 | 减仓 |
| STT | State Street Corp. | $1,714.49万 | 0.54% | 101,090 | 101,090 | — | $1,714.49万 | 新建仓 |
| MSM | MSC Industrial Direct Co., Inc. | $1,672.38万 | 0.53% | 140,596 | -8,491 | -5.7% | -$101.00万 | 减仓 |
| CVS | CVS Health Corporation | $1,637.49万 | 0.52% | 158,288 | 158,288 | — | $1,637.49万 | 新建仓 |
| WEC | WEC Energy Group Inc. | $1,612.81万 | 0.51% | 138,118 | -17,178 | -11.1% | -$200.59万 | 减仓 |
| PEP | PepsiCo, Inc. | $1,581.18万 | 0.50% | 116,779 | -5,300 | -4.3% | -$71.76万 | 减仓 |
| CDW | CDW Corporation | $1,573.75万 | 0.50% | 111,899 | 111,899 | — | $1,573.75万 | 新建仓 |
| EXR | Extra Space Storage Inc. | $1,498.49万 | 0.47% | 103,131 | -6,010 | -5.5% | -$87.33万 | 减仓 |
| MSA | MSA Safety Incorporated | $1,458.17万 | 0.46% | 83,525 | -5,299 | -6.0% | -$92.51万 | 减仓 |
| PATK | Patrick Industries, Inc. | $1,440.87万 | 0.46% | 160,489 | -55,847 | -25.8% | -$501.39万 | 减仓 |
| MDT | Medtronic, PLC | $1,421.34万 | 0.45% | 181,688 | -17,911 | -9.0% | -$140.12万 | 减仓 |
| MSI | Motorola Solutions, Inc. | $1,307.54万 | 0.41% | 31,485 | -2,080 | -6.2% | -$86.38万 | 减仓 |
| BEN | Franklin Resources, Inc. | $1,208.15万 | 0.38% | 363,135 | 363,135 | — | $1,208.15万 | 新建仓 |
| CG | The Carlyle Group Inc. | $1,126.67万 | 0.36% | 267,555 | -19,860 | -6.9% | -$83.63万 | 减仓 |
| LMT | Lockheed Martin Corporation | $987.19万 | 0.31% | 19,377 | -2,039 | -9.5% | -$103.88万 | 减仓 |
| VCTR | Victory Capital Holdings, Inc. | $854.81万 | 0.27% | 101,690 | -77,993 | -43.4% | -$655.61万 | 减仓 |
| FIX | Comfort Systems USA, Inc. | $761.07万 | 0.24% | 3,840 | -3,145 | -45.0% | -$623.32万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $517.90万 | 0.16% | 14,658 | -1,418 | -8.8% | -$50.10万 | 减仓 |
| AX | Axos Financials, Inc. | $504.59万 | 0.16% | 51,811 | -42,118 | -44.8% | -$410.19万 | 减仓 |
| FN | Fabrinet | $485.36万 | 0.15% | 8,635 | -7,576 | -46.7% | -$425.83万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. | $484.79万 | 0.15% | 3,507 | -3,014 | -46.2% | -$416.64万 | 减仓 |
| FSS | Federal Signal Corporation | $473.16万 | 0.15% | 36,825 | -20,450 | -35.7% | -$262.76万 | 减仓 |
| AME | AMETEK, Inc. | $458.02万 | 0.14% | 18,931 | -14,597 | -43.5% | -$353.16万 | 减仓 |
| LPLA | LPL Financial Holdings Inc. | $448.94万 | 0.14% | 15,938 | -12,917 | -44.8% | -$363.85万 | 减仓 |
| VRT | Vertiv Holdings Co | $447.59万 | 0.14% | 13,368 | -11,110 | -45.4% | -$371.99万 | 减仓 |
| ESI | Element Solutions Inc | $440.64万 | 0.14% | 92,280 | -47,865 | -34.2% | -$228.56万 | 减仓 |
| SNX | TD SYNNEX Corporation | $429.78万 | 0.14% | 16,076 | 16,076 | — | $429.78万 | 新建仓 |
| ULS | UL Solutions Inc. | $416.37万 | 0.13% | 40,877 | -35,767 | -46.7% | -$364.32万 | 减仓 |
| NRG | NRG Energy, Inc. | $410.55万 | 0.13% | 28,108 | -26,398 | -48.4% | -$385.57万 | 减仓 |
| SGI | Somnigroup International Inc. | $402.93万 | 0.13% | 51,394 | -39,767 | -43.6% | -$311.77万 | 减仓 |
| ONTO | Onto Innovation Inc. | $400.21万 | 0.13% | 10,575 | 10,575 | — | $400.21万 | 新建仓 |
| WWD | Woodward Inc. | $391.75万 | 0.12% | 9,208 | -7,598 | -45.2% | -$323.25万 | 减仓 |
| HLT | Hilton Worldwide Holdings Inc. | $378.77万 | 0.12% | 11,462 | -9,677 | -45.8% | -$319.79万 | 减仓 |
| FTI | TechnipFMC plc | $362.30万 | 0.11% | 54,646 | -46,538 | -46.0% | -$308.55万 | 减仓 |
| WMT | Walmart, Inc. | $349.12万 | 0.11% | 30,825 | -900 | -2.8% | -$10.19万 | 减仓 |
| TWLO | Twilio Inc. | $337.00万 | 0.11% | 16,333 | 16,333 | — | $337.00万 | 新建仓 |
| DSGX | The Descartes Systems Group Inc. | $321.66万 | 0.10% | 46,456 | -44,093 | -48.7% | -$305.30万 | 减仓 |
| EWBC | East West Bancorp, Inc. | $314.53万 | 0.10% | 24,365 | 24,365 | — | $314.53万 | 新建仓 |
| — | Marex Group Ltd | $309.98万 | 0.10% | 50,858 | 50,858 | — | $309.98万 | 新建仓 |
| NBIX | Neurocrine Biosciences, Inc. | $309.43万 | 0.10% | 18,360 | 18,360 | — | $309.43万 | 新建仓 |
| CHRW | C.H. Robinson Worldwide, Inc. | $305.39万 | 0.10% | 16,215 | -13,997 | -46.3% | -$263.62万 | 减仓 |
| MRVL | Marvell Technology, Inc. | $300.04万 | 0.09% | 10,072 | 0 | 0.0% | — | 不变 |
| XPO | XPO Inc | $286.26万 | 0.09% | 13,944 | 13,944 | — | $286.26万 | 新建仓 |
| MLI | Mueller Industries, Inc. | $282.11万 | 0.09% | 22,949 | 22,949 | — | $282.11万 | 新建仓 |
| HEI/A | HEICO Corporation | $274.78万 | 0.09% | 10,654 | -11,488 | -51.9% | -$296.29万 | 减仓 |
| TT | Trane Technologies plc | $247.45万 | 0.08% | 5,038 | -270 | -5.1% | -$13.26万 | 减仓 |
| NPO | EnPro Inc. | $238.45万 | 0.08% | 6,326 | -3,359 | -34.7% | -$126.61万 | 减仓 |
| OSIS | OSI Systems, Inc. | $232.70万 | 0.07% | 10,640 | -9,237 | -46.5% | -$202.01万 | 减仓 |
| COST | Costco Wholesale Corporation | $232.00万 | 0.07% | 2,480 | 0 | 0.0% | — | 不变 |
| RBC | RBC Bearings Incorporated | $225.49万 | 0.07% | 3,501 | -2,420 | -40.9% | -$155.86万 | 减仓 |
| CACI | CACI International Inc. | $219.12万 | 0.07% | 4,730 | -4,753 | -50.1% | -$220.19万 | 减仓 |
| CHRD | Chord Energy Corporation | $200.33万 | 0.06% | 17,527 | 17,527 | — | $200.33万 | 新建仓 |
| APG | APi Group Corporation | $198.36万 | 0.06% | 46,838 | -43,692 | -48.3% | -$185.04万 | 减仓 |
| GRBK | Green Brick Partners Inc. | $191.70万 | 0.06% | 23,950 | -13,454 | -36.0% | -$107.69万 | 减仓 |
| IESC | IES Holdings, Inc. | $177.27万 | 0.06% | 2,413 | -1,636 | -40.4% | -$120.19万 | 减仓 |
| MOD | Modine Manufacturing Company | $174.98万 | 0.06% | 6,553 | -3,616 | -35.6% | -$96.55万 | 减仓 |