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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. Class A | $2.02亿 | 6.38% | 703,639 | -48,259 | -6.4% | -$1,387.74万 | 减仓 |
| NVDA | NVIDIA Corporation | $2.01亿 | 6.34% | 1,153,010 | -94,827 | -7.6% | -$1,653.78万 | 减仓 |
| AMZN | Amazon.com, Inc. | $1.81亿 | 5.72% | 871,185 | -71,954 | -7.6% | -$1,498.59万 | 减仓 |
| MSFT | Microsoft Corporation | $1.60亿 | 5.05% | 432,171 | -40,798 | -8.6% | -$1,510.22万 | 减仓 |
| HCA | HCA Healthcare, Inc. | $1.02亿 | 3.22% | 215,781 | -8,110 | -3.6% | -$383.80万 | 减仓 |
| MA | Mastercard Incorporated | $1.00亿 | 3.17% | 200,874 | -9,866 | -4.7% | -$492.96万 | 减仓 |
| — | Exxon Mobil Corp | $9,966.32万 | 3.14% | 587,429 | -54,526 | -8.5% | -$925.09万 | 减仓 |
| AVGO | Broadcom Inc. | $9,705.61万 | 3.06% | 313,580 | -27,823 | -8.1% | -$861.15万 | 减仓 |
| AAPL | Apple Inc. | $8,783.92万 | 2.77% | 346,110 | -22,947 | -6.2% | -$582.37万 | 减仓 |
| TDG | TransDigm Group Incorporated | $8,722.95万 | 2.75% | 75,265 | 10,439 | 16.1% | $1,209.84万 | 加仓 |
| URI | United Rentals, Inc. | $8,095.50万 | 2.55% | 111,116 | -4,443 | -3.8% | -$323.70万 | 减仓 |
| AMAT | Applied Materials, Inc. | $7,998.42万 | 2.52% | 234,016 | -239,211 | -50.5% | -$8,175.98万 | 减仓 |
| DHI | D.R. Horton, Inc. | $6,964.23万 | 2.20% | 507,523 | -18,809 | -3.6% | -$258.10万 | 减仓 |
| DHR | Danaher Corporation | $6,110.04万 | 1.93% | 322,260 | -30,439 | -8.6% | -$577.12万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $6,027.46万 | 1.90% | 204,904 | -21,859 | -9.6% | -$643.00万 | 减仓 |
| MUSA | Murphy USA Inc. | $5,939.18万 | 1.87% | 120,234 | -3,780 | -3.0% | -$186.72万 | 减仓 |
| ETN | Eaton Corporation plc | $5,829.68万 | 1.84% | 162,990 | 40,985 | 33.6% | $1,465.91万 | 加仓 |
| PGR | The Progressive Corporation | $5,753.22万 | 1.82% | 290,215 | -31,897 | -9.9% | -$632.33万 | 减仓 |
| META | Meta Platforms, Inc. | $5,515.81万 | 1.74% | 96,408 | -8,304 | -7.9% | -$475.10万 | 减仓 |
| NEE | NextEra Energy, Inc. | $5,352.61万 | 1.69% | 576,293 | -50,356 | -8.0% | -$467.71万 | 减仓 |
| WCN | Waste Connections, Inc. | $5,059.57万 | 1.60% | 311,473 | -26,822 | -7.9% | -$435.70万 | 减仓 |
| ORLY | O'Reilly Automotive, Inc. | $4,955.22万 | 1.56% | 536,802 | -46,882 | -8.0% | -$432.77万 | 减仓 |
| FTNT | Fortinet, Inc. | $4,582.95万 | 1.45% | 560,811 | -25,877 | -4.4% | -$211.47万 | 减仓 |
| PNC | PNC Financial Services Group, Inc. | $4,142.55万 | 1.31% | 199,075 | 199,075 | — | $4,142.55万 | 新建仓 |
| USFD | US Foods Holding Corp. | $3,746.73万 | 1.18% | 406,326 | 355,432 | 698.4% | $3,277.44万 | 加仓 |
| MEDP | Medpace Holdings, Inc. | $3,677.78万 | 1.16% | 76,590 | 250 | 0.3% | $12.00万 | 加仓 |
| FERG | Ferguson Enterprises Inc. | $3,419.01万 | 1.08% | 146,575 | -4,833 | -3.2% | -$112.73万 | 减仓 |
| SITE | SiteOne Landscape Supply, Inc. | $3,191.66万 | 1.01% | 239,776 | 239,776 | — | $3,191.66万 | 新建仓 |
| TYL | Tyler Technologies, Inc. | $3,121.07万 | 0.98% | 91,158 | 61,692 | 209.4% | $2,112.21万 | 加仓 |
| APO | Apollo Global Management, Inc. | $3,111.55万 | 0.98% | 279,263 | 165,974 | 146.5% | $1,849.28万 | 加仓 |
| CVX | Chevron Corporation | $2,996.91万 | 0.95% | 144,848 | -16,538 | -10.2% | -$342.17万 | 减仓 |
| VTRS | Viatris Inc. | $2,919.38万 | 0.92% | 2,160,900 | 2,160,900 | — | $2,919.38万 | 新建仓 |
| HLI | Houlihan Lokey, Inc. | $2,907.19万 | 0.92% | 202,422 | -33,673 | -14.3% | -$483.61万 | 减仓 |
| AMGN | Amgen Inc. | $2,666.04万 | 0.84% | 75,772 | -8,963 | -10.6% | -$315.36万 | 减仓 |
| OMF | OneMain Holdings, Inc. | $2,491.17万 | 0.79% | 465,727 | -339,668 | -42.2% | -$1,816.88万 | 减仓 |
| PATK | Patrick Industries, Inc. | $2,402.85万 | 0.76% | 216,336 | -2,781 | -1.3% | -$30.89万 | 减仓 |
| SCHW | The Charles Schwab Corporation | $2,356.54万 | 0.74% | 250,749 | 250,749 | — | $2,356.54万 | 新建仓 |
| MRK | Merck & Co, Inc. | $2,230.81万 | 0.70% | 185,453 | 181,978 | 5,236.8% | $2,189.01万 | 加仓 |
| RLI | RLI Corp | $2,135.85万 | 0.67% | 374,447 | 262,218 | 233.6% | $1,495.69万 | 加仓 |
| RSG | Republic Services, Inc. | $2,104.90万 | 0.66% | 96,106 | -10,963 | -10.2% | -$240.11万 | 减仓 |
| TXN | Texas Instruments Incorporated | $2,008.60万 | 0.63% | 103,462 | -14,469 | -12.3% | -$280.90万 | 减仓 |
| IFF | International Flavors & Fragrances Inc | $1,939.07万 | 0.61% | 267,273 | 267,273 | — | $1,939.07万 | 新建仓 |
| PEP | PepsiCo, Inc. | $1,895.77万 | 0.60% | 122,079 | -11,231 | -8.4% | -$174.41万 | 减仓 |
| GRMN | Garmin Ltd. | $1,892.48万 | 0.60% | 81,569 | -9,404 | -10.3% | -$218.18万 | 减仓 |
| HD | The Home Depot, Inc. | $1,878.91万 | 0.59% | 57,129 | -7,096 | -11.0% | -$233.38万 | 减仓 |
| JNJ | Johnson & Johnson | $1,837.71万 | 0.58% | 75,180 | -9,412 | -11.1% | -$230.07万 | 减仓 |
| WEC | WEC Energy Group Inc. | $1,797.86万 | 0.57% | 155,296 | 155,296 | — | $1,797.86万 | 新建仓 |
| MDT | Medtronic, PLC | $1,729.53万 | 0.55% | 199,599 | 199,599 | — | $1,729.53万 | 新建仓 |
| TMO | Thermo Fisher Scientific, Inc. | $1,651.66万 | 0.52% | 33,602 | -18,757 | -35.8% | -$921.97万 | 减仓 |
| NOW | ServiceNow, Inc. | $1,548.23万 | 0.49% | 148,085 | -127,470 | -46.3% | -$1,332.70万 | 减仓 |
| ADI | Analog Devices, Inc. | $1,501.11万 | 0.47% | 47,184 | -5,477 | -10.4% | -$174.24万 | 减仓 |
| MSI | Motorola Solutions, Inc. | $1,456.62万 | 0.46% | 33,565 | 25,290 | 305.6% | $1,097.51万 | 加仓 |
| MSA | MSA Safety Incorporated | $1,456.28万 | 0.46% | 88,824 | -11,596 | -11.5% | -$190.12万 | 减仓 |
| EXR | Extra Space Storage Inc. | $1,431.16万 | 0.45% | 109,141 | -12,815 | -10.5% | -$168.04万 | 减仓 |
| CG | The Carlyle Group Inc. | $1,390.80万 | 0.44% | 287,415 | -315,478 | -52.3% | -$1,526.60万 | 减仓 |
| MSM | MSC Industrial Direct Co., Inc. | $1,375.63万 | 0.43% | 149,087 | 149,087 | — | $1,375.63万 | 新建仓 |
| SSD | Simpson Manufacturing Co., Inc. | $1,369.07万 | 0.43% | 79,773 | 19,097 | 31.5% | $327.74万 | 加仓 |
| LMT | Lockheed Martin Corporation | $1,294.36万 | 0.41% | 21,416 | 20,956 | 4,555.7% | $1,266.56万 | 加仓 |
| VCTR | Victory Capital Holdings, Inc. | $1,176.56万 | 0.37% | 179,683 | 61,583 | 52.1% | $403.25万 | 加仓 |
| ORCL | Oracle Corporation | $1,031.82万 | 0.33% | 70,140 | -7,691 | -9.9% | -$113.14万 | 减仓 |
| FIX | Comfort Systems USA, Inc. | $963.22万 | 0.30% | 6,985 | 1,202 | 20.8% | $165.75万 | 加仓 |
| LPLA | LPL Financial Holdings Inc. | $868.04万 | 0.27% | 28,855 | 9,728 | 50.9% | $292.65万 | 加仓 |
| FN | Fabrinet | $845.44万 | 0.27% | 16,211 | 2,817 | 21.0% | $146.91万 | 加仓 |
| AX | Axos Financials, Inc. | $799.24万 | 0.25% | 93,929 | 48,172 | 105.3% | $409.90万 | 加仓 |
| NRG | NRG Energy, Inc. | $796.55万 | 0.25% | 54,506 | 24,379 | 80.9% | $356.27万 | 加仓 |
| AME | AMETEK, Inc. | $718.71万 | 0.23% | 33,528 | 10,928 | 48.4% | $234.25万 | 加仓 |
| MPWR | Monolithic Power Systems, Inc. | $712.97万 | 0.22% | 6,521 | 2,312 | 54.9% | $252.78万 | 加仓 |
| FSV | FirstService Corporation | $705.63万 | 0.22% | 50,787 | 17,377 | 52.0% | $241.44万 | 加仓 |
| FTI | TechnipFMC plc | $699.49万 | 0.22% | 101,184 | 101,184 | — | $699.49万 | 新建仓 |
| CIGI | Colliers International Group Inc. | $694.57万 | 0.22% | 64,980 | 22,118 | 51.6% | $236.42万 | 加仓 |
| SGI | Somnigroup International Inc. | $673.86万 | 0.21% | 91,161 | 30,839 | 51.1% | $227.96万 | 加仓 |
| ADUS | Addus Homecare Corp | $657.75万 | 0.21% | 70,235 | 25,315 | 56.4% | $237.07万 | 加仓 |
| ULS | UL Solutions Inc. | $656.92万 | 0.21% | 76,644 | 26,828 | 53.9% | $229.94万 | 加仓 |
| DSGX | The Descartes Systems Group Inc. | $647.97万 | 0.20% | 90,549 | 32,824 | 56.9% | $234.89万 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc. | $642.79万 | 0.20% | 21,139 | 7,988 | 60.7% | $242.90万 | 加仓 |
| FSS | Federal Signal Corporation | $619.37万 | 0.20% | 57,275 | 20,310 | 54.9% | $219.63万 | 加仓 |
| CTAS | Cintas Corporation | $615.62万 | 0.19% | 36,397 | 14,231 | 64.2% | $240.70万 | 加仓 |
| VRT | Vertiv Holdings Co | $613.37万 | 0.19% | 24,478 | 11,809 | 93.2% | $295.91万 | 加仓 |
| WWD | Woodward Inc. | $601.52万 | 0.19% | 16,806 | 6,194 | 58.4% | $221.70万 | 加仓 |
| CWST | Casella Waste Systems, Inc. | $579.95万 | 0.18% | 73,097 | 66,765 | 1,054.4% | $529.71万 | 加仓 |
| HLNE | Hamilton Lane Incorporated | $549.05万 | 0.17% | 55,236 | 19,345 | 53.9% | $192.29万 | 加仓 |
| OSIS | OSI Systems, Inc. | $527.75万 | 0.17% | 19,877 | 19,877 | — | $527.75万 | 新建仓 |
| CACI | CACI International Inc. | $515.75万 | 0.16% | 9,483 | 9,483 | — | $515.75万 | 新建仓 |
| CHRW | C.H. Robinson Worldwide, Inc. | $501.73万 | 0.16% | 30,212 | 30,212 | — | $501.73万 | 新建仓 |
| ESI | Element Solutions Inc | $478.45万 | 0.15% | 140,145 | 140,145 | — | $478.45万 | 新建仓 |
| HEI/A | HEICO Corporation | $467.40万 | 0.15% | 22,142 | 7,816 | 54.6% | $164.99万 | 加仓 |
| GOOG | Alphabet Inc. Class C | $461.17万 | 0.15% | 16,076 | -139 | -0.9% | -$3.99万 | 减仓 |
| — | TopBuild Corp. | $459.25万 | 0.14% | 13,073 | 1,521 | 13.2% | $53.43万 | 加仓 |
| WMT | Walmart, Inc. | $394.28万 | 0.12% | 31,725 | -18 | -0.1% | -$2,237 | 减仓 |
| APG | APi Group Corporation | $366.83万 | 0.12% | 90,530 | 90,530 | — | $366.83万 | 新建仓 |
| RBC | RBC Bearings Incorporated | $321.58万 | 0.10% | 5,921 | 1,353 | 29.6% | $73.48万 | 加仓 |
| COST | Costco Wholesale Corporation | $247.11万 | 0.08% | 2,480 | -225 | -8.3% | -$22.42万 | 减仓 |
| NPO | EnPro Inc. | $242.75万 | 0.08% | 9,685 | 3,429 | 54.8% | $85.95万 | 加仓 |
| GRBK | Green Brick Partners Inc. | $241.07万 | 0.08% | 37,404 | 11,672 | 45.4% | $75.23万 | 加仓 |
| PLUS | ePlus, Inc. | $225.04万 | 0.07% | 29,906 | 10,541 | 54.4% | $79.32万 | 加仓 |
| CRVL | CorVel Corporation | $221.50万 | 0.07% | 40,531 | 13,930 | 52.4% | $76.13万 | 加仓 |
| TT | Trane Technologies plc | $221.21万 | 0.07% | 5,308 | -185 | -3.4% | -$7.71万 | 减仓 |
| MOD | Modine Manufacturing Company | $220.37万 | 0.07% | 10,169 | 2,060 | 25.4% | $44.64万 | 加仓 |
| MGY | Magnolia Oil & Gas Corporation | $201.72万 | 0.06% | 63,895 | 21,206 | 49.7% | $66.95万 | 加仓 |
| IESC | IES Holdings, Inc. | $192.92万 | 0.06% | 4,049 | 1,416 | 53.8% | $67.47万 | 加仓 |