ARGENT CAPITAL MANAGEMENT LLC
ST LOUIS MO · SEC CIK 0001120926
$31.70亿2026Q1 申报市值
158持仓数
41.6%前十大占比 · 第一大 6.4%
18 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PNC 新建仓+$4,142.55万
USFD 加仓+$3,277.44万
SITE 新建仓+$3,191.66万
VTRS 新建仓+$2,919.38万
SCHW 新建仓+$2,356.54万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$8,175.98万
V 减仓-$7,289.10万
BX 减仓-$6,019.96万
SCHD 清仓-$2,981.45万
OMF 减仓-$1,816.88万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SKY | Champion Homes, Inc. | $179.71万 | 0.06% | 24,164 | 6,994 | 40.7% | $52.01万 | 加仓 |
| V | Visa Inc. | $163.83万 | 0.05% | 5,420 | -241,150 | -97.8% | -$7,289.10万 | 减仓 |
| GBCI | Glacier Bancorp, Inc. | $163.21万 | 0.05% | 36,536 | 19,958 | 120.4% | $89.15万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $157.03万 | 0.05% | 2,404 | -3,922 | -62.0% | -$256.19万 | 减仓 |
| ENSG | The Ensign Group, Inc. | $153.95万 | 0.05% | 7,640 | 2,073 | 37.2% | $41.77万 | 加仓 |
| BCPC | Balchem Corporation | $147.19万 | 0.05% | 8,685 | 3,112 | 55.8% | $52.74万 | 加仓 |
| VSEC | VSE Corporation | $146.17万 | 0.05% | 7,927 | 2,934 | 58.8% | $54.10万 | 加仓 |
| MSGK | Madison Square Garden Sports Corp | $144.73万 | 0.05% | 4,503 | 1,591 | 54.6% | $51.13万 | 加仓 |
| COIN | Coinbase Global, Inc. | $124.29万 | 0.04% | 7,118 | 5,642 | 382.2% | $98.51万 | 加仓 |
| ABG | Asbury Automotive Group, Inc. | $123.13万 | 0.04% | 6,301 | 2,226 | 54.6% | $43.50万 | 加仓 |
| CPK | Chesapeake Utilities Corp | $122.12万 | 0.04% | 9,664 | 3,408 | 54.5% | $43.07万 | 加仓 |
| PG | The Procter & Gamble Company | $118.45万 | 0.04% | 8,201 | 0 | 0.0% | — | 不变 |
| EW | Edwards Lifesciences | $112.75万 | 0.04% | 14,080 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing, Inc. | $110.75万 | 0.03% | 5,451 | -486 | -8.2% | -$9.87万 | 减仓 |
| ALG | Alamo Group Inc. | $103.52万 | 0.03% | 6,275 | 2,244 | 55.7% | $37.02万 | 加仓 |
| CON | Concentra Group Holdings Parent, Inc. | $102.74万 | 0.03% | 47,898 | 14,173 | 42.0% | $30.40万 | 加仓 |
| HRI | Herc Holdings, Inc. | $102.40万 | 0.03% | 10,286 | 3,688 | 55.9% | $36.71万 | 加仓 |
| ICE | Intercontinental Exchange | $102.23万 | 0.03% | 6,500 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc. | $100.94万 | 0.03% | 4,466 | -219 | -4.7% | -$4.95万 | 减仓 |
| MRVL | Marvell Technology, Inc. | $99.76万 | 0.03% | 10,072 | -985 | -8.9% | -$9.76万 | 减仓 |
| NOVT | Novanta Inc. | $90.59万 | 0.03% | 7,670 | 2,735 | 55.4% | $32.30万 | 加仓 |
| RMBS | Rambus Inc. | $86.04万 | 0.03% | 10,001 | 3,598 | 56.2% | $30.95万 | 加仓 |
| CSW | CSW Industrials, Inc. | $84.58万 | 0.03% | 3,246 | 1,200 | 58.7% | $31.27万 | 加仓 |
| BNY | Bank of New York Mellon Corp | $79.48万 | 0.03% | 6,700 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola | $78.41万 | 0.02% | 10,310 | 0 | 0.0% | — | 不变 |
| HWKN | Hawkins, Inc. | $77.74万 | 0.02% | 5,061 | 1,517 | 42.8% | $23.30万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $77.06万 | 0.02% | 1,608 | -50 | -3.0% | -$2.40万 | 减仓 |
| IIIV | I3 Verticals, LLC | $74.65万 | 0.02% | 33,386 | 11,918 | 55.5% | $26.65万 | 加仓 |
| EMR | Emerson Electric Co. | $72.79万 | 0.02% | 5,556 | -63,716 | -92.0% | -$834.76万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. | $71.81万 | 0.02% | 1 | 0 | 0.0% | — | 不变 |
| LGND | Ligand Pharmaceuticals Incorporated | $69.58万 | 0.02% | 3,485 | 3,485 | — | $69.58万 | 新建仓 |
| QLYS | Qualys, Inc. | $59.45万 | 0.02% | 6,767 | 2,386 | 54.5% | $20.96万 | 加仓 |
| HALO | Halozyme Therapeutics, Inc. | $58.52万 | 0.02% | 9,054 | 3,104 | 52.2% | $20.06万 | 加仓 |
| PANW | Palo Alto Networks, Inc. | $58.10万 | 0.02% | 3,624 | 0 | 0.0% | — | 不变 |
| BELFB | Bel Fuse Inc. | $55.75万 | 0.02% | 2,816 | 2,816 | — | $55.75万 | 新建仓 |
| CHEF | The Chefs' Warehouse, Inc. | $54.62万 | 0.02% | 9,188 | 9,188 | — | $54.62万 | 新建仓 |
| BX | Blackstone Inc. | $47.98万 | 0.02% | 4,172 | -523,506 | -99.2% | -$6,019.96万 | 减仓 |
| WLDN | Willdan Group, Inc. | $44.68万 | 0.01% | 5,836 | 5,836 | — | $44.68万 | 新建仓 |
| TJX | TJX Co. | $43.12万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| FDS | Factset Research Systems, Inc. | $42.42万 | 0.01% | 1,955 | 0 | 0.0% | — | 不变 |
| — | Argent Mid Cap ETF | $38.30万 | 0.01% | 11,915 | 0 | 0.0% | — | 不变 |
| DIS | The Walt Disney Company | $38.07万 | 0.01% | 3,950 | 0 | 0.0% | — | 不变 |
| CARR | Carrier Global Corporation | $37.50万 | 0.01% | 6,660 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc. | $36.65万 | 0.01% | 1,685 | -99 | -5.5% | -$2.15万 | 减仓 |
| SBUX | Starbucks Corp | $32.60万 | 0.01% | 3,638 | 3 | 0.1% | $269 | 加仓 |
| CSCO | Cisco Systems, Inc. | $31.88万 | 0.01% | 4,109 | -641 | -13.5% | -$4.97万 | 减仓 |
| TSCO | Tractor Supply Company | $30.31万 | 0.01% | 6,692 | -292,402 | -97.8% | -$1,324.58万 | 减仓 |
| MTZ | MasTec, Inc. | $30.08万 | 0.01% | 935 | 0 | 0.0% | — | 不变 |
| CAH | Cardinal Health Inc | $28.55万 | 0.01% | 1,351 | 0 | 0.0% | — | 不变 |
| IEFA | iShares Core MSCI EAFE ETF | $26.55万 | 0.01% | 2,933 | 0 | 0.0% | — | 不变 |
| IBP | Installed Building Products, Inc. | $26.12万 | 0.01% | 985 | -21 | -2.1% | -$5,568 | 减仓 |
| SCHX | Schwab US Large-Cap ETF | $25.47万 | 0.01% | 9,935 | -294,202 | -96.7% | -$754.33万 | 减仓 |
| PKG | Packaging Corp. of America | $25.00万 | 0.01% | 1,178 | 0 | 0.0% | — | 不变 |
| FICO | Fair Isaac Corporation | $21.99万 | 0.01% | 206 | -2,551 | -92.5% | -$272.33万 | 减仓 |
| IBM | International Business Machines Corp | $21.98万 | 0.01% | 907 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $21.89万 | 0.01% | 2,132 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial, Inc. | $21.20万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris International | $20.50万 | 0.01% | 1,240 | 0 | 0.0% | — | 重新持有 |
| IWB | iShares Russell 1000 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHD | Schwab US Dividend Equity ETF | $0 | 0.00% | 0 | -1,086,931 | -100.0% | -$2,981.45万 | 清仓 |
| UNH | UnitedHealth Group, Incorporated | $0 | 0.00% | 0 | -43,834 | -100.0% | -$1,447.00万 | 清仓 |
| INTU | Intuit Inc. | $0 | 0.00% | 0 | -12,770 | -100.0% | -$845.92万 | 清仓 |
| IWR | IShares Russell Mid-cap ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| A | Agilent Technologies, Inc. | $0 | 0.00% | 0 | -33,866 | -100.0% | -$460.81万 | 清仓 |
| MANH | Manhattan Associates, Inc. | $0 | 0.00% | 0 | -19,640 | -100.0% | -$340.38万 | 清仓 |
| BLDR | Builders FirstSource, Inc. | $0 | 0.00% | 0 | -29,649 | -100.0% | -$305.06万 | 清仓 |
| LNG | Cheniere Energy, Inc | $0 | 0.00% | 0 | -15,316 | -100.0% | -$297.73万 | 清仓 |
| CPRT | Copart, Inc. | $0 | 0.00% | 0 | -46,817 | -100.0% | -$183.29万 | 清仓 |
| IWD | iShares Russell 1000 Value ETF | $0 | 0.00% | 0 | -8,485 | -100.0% | -$178.47万 | 清仓 |
| BMI | Badger Meter, Inc. | $0 | 0.00% | 0 | -8,525 | -100.0% | -$148.68万 | 清仓 |
| BAH | Booz Allen Hamilton Holding Corporation | $0 | 0.00% | 0 | -10,019 | -100.0% | -$84.52万 | 清仓 |
| ICFI | ICF International Inc. | $0 | 0.00% | 0 | -9,832 | -100.0% | -$83.87万 | 清仓 |
| BRBR | BellRing Brands, Inc. | $0 | 0.00% | 0 | -23,689 | -100.0% | -$63.32万 | 清仓 |
| KNSL | Kinsale Capital Group, Inc. | $0 | 0.00% | 0 | -1,275 | -100.0% | -$49.87万 | 清仓 |
| SCHM | Schwab US Mid-Cap ETF | $0 | 0.00% | 0 | -9,831 | -100.0% | -$29.56万 | 清仓 |
| ADBE | Adobe Inc. | $0 | 0.00% | 0 | -770 | -100.0% | -$26.95万 | 清仓 |
| EL | Estee Lauder | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.94万 | 清仓 |
| BLK | BlackRock, Inc. | $0 | 0.00% | 0 | -192 | -100.0% | -$20.55万 | 清仓 |