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Bogart Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bogart Wealth, LLC
报告期 2026-03-31 · CIK 0001715740
持仓数
1,825
前50大市值合计
$2.04B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 2
增持 102
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$47.9M
1,358,244
+1269287%
减持
FLQL
FRANKLIN LIBERTYQ U.S. EQUITY ETF
-$46.9M
26,060
-98%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$10.0M
135,099
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。
-35%
增持
VOO
VANGUARD S&P 500 ETF
+$8.9M
251,571
+3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$8.0M
250,185
+984%
减持
—
EXXON MOBIL CORP COM
-$6.9M
1,486,341
-3%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$5.1M
1,124,726
+4%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$4.9M
25,997
-81%
减持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$4.6M
348,332
-24%
增持
AAPL
APPLE INC COM
+$4.5M
106,174
+6%
增持
ACWI
ISHARES MSCI ACWI ETF
+$4.1M
443,876
+4%
增持
MSFT
MICROSOFT CORP COM
+$3.7M
59,065
+6%
增持
FLCB
FRANKLIN U.S. CORE BOND ETF
+$3.6M
2,058,252
+6%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$3.3M
13,710
-79%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$3.2M
119,907
+45%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$2.9M
498,037
+1%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.9M
235,479
+2%
清仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$2.9M
0
-100%
增持
AMZN
AMAZON COM INC COM
+$2.8M
82,079
+22%
增持
CRM
SALESFORCE INC COM
+$2.8M
38,298
+5%
增持
PG
PROCTER AND GAMBLE CO COM
+$2.7M
53,637
+55%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$2.5M
104,442
+59%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$2.4M
677,212
+9%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$2.2M
807,451
+9%
减持
ABBV
ABBVIE INC COM
-$2.1M
60,336
-17%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$2.1M
104,665
+72%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$2.0M
455,343
+4%
增持
WMT
WALMART INC COM
+$1.9M
33,346
+59%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$1.9M
11,209
+93%
减持
—
CATALENT INC COM
-$1.8M
877
-98%
增持
CSCO
CISCO SYS INC COM
+$1.8M
228,145
+7%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.8M
27,953
+2%
增持
KEY
KEYCORP COM
-$1.8M
509,084
+9%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$1.7M
24,919
+928%
减持
MELI
MERCADOLIBRE INC COM
+$1.7M
3,769
-2%
减持
META
META PLATFORMS INC CL A
+$1.6M
25,122
-18%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$1.6M
607
-95%
增持
V
VISA INC COM CL A
+$1.5M
55,335
+5%
增持
TXN
TEXAS INSTRS INC COM
+$1.5M
37,415
+13%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.5M
407,797
+6%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.3M
767,305
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
67,899
+3%
减持
VUG
VANGUARD GROWTH ETF
-$1.2M
1,539
-79%
减持
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$1.2M
26,153
-58%
增持
SHOP
SHOPIFY INC CL A
+$1.2M
81,706
+3%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$1.1M
26,649
+13%
增持
T
AT&T INC COM
+$1.1M
489,461
+8%
减持
XSD
SPDR S&P SEMICONDUCTOR ETF
-$1.0M
6,326
-55%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$1.0M
694,393
+3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$1.0M
14,527
+7%
增持
PNC
PNC FINL SVCS GROUP INC COM
-$988.9K
64,342
+11%
增持
SBUX
STARBUCKS CORP COM
+$967.4K
70,810
+10%
减持
UBER
UBER TECHNOLOGIES INC COM
+$965.8K
139,635
-0%
增持
MCD
MCDONALDS CORP COM
+$931.1K
26,386
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$930.6K
1,296
-70%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$916.0K
1,099,676
-5%
增持
ORI
OLD REP INTL CORP COM
+$897.0K
349,873
+8%
增持
TFC
TRUIST FINL CORP COM
-$892.4K
209,225
+12%
减持
—
REDFIN CORP COM
-$870.1K
1,408
-99%
增持
QSR
RESTAURANT BRANDS INTL INC COM
+$844.0K
177,007
+4%
增持
MET
METLIFE INC COM
-$788.2K
94,374
+9%
减持
AMAT
APPLIED MATLS INC COM
+$771.5K
31,247
-1%
增持
USB
US BANCORP DEL COM NEW
-$748.7K
196,414
+9%
增持
—
MEDTRONIC PLC SHS
+$737.2K
54,452
+16%
增持
TROW
PRICE T ROWE GROUP INC COM
+$736.8K
39,017
+16%
增持
DIS
DISNEY WALT CO COM
+$694.1K
34,473
+9%
增持
CVX
CHEVRON CORP NEW COM
-$666.3K
69,513
+4%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$628.1K
926,307
-4%
减持
DG
DOLLAR GEN CORP NEW COM
-$618.1K
15,654
-1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$607.0K
10,786
+45%
增持
DLR
DIGITAL RLTY TR INC COM
+$584.5K
75,185
+11%
增持
CCI
CROWN CASTLE INC COM
+$573.8K
60,060
+9%
增持
PFE
PFIZER INC COM
-$551.7K
255,752
+19%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$527.3K
11,702
+11%
增持
KO
COCA COLA CO COM
+$513.7K
103,532
+11%
增持
JPM
JPMORGAN CHASE & CO COM
+$493.1K
37,225
+15%
增持
PRU
PRUDENTIAL FINL INC COM
-$484.1K
61,064
+10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$465.9K
79,443
+1%
增持
PEP
PEPSICO INC COM
+$453.7K
59,150
+3%
清仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$438.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$427.2K
10,358
+0%
增持
XEL
XCEL ENERGY INC COM
+$417.2K
95,381
+11%
增持
IVV
ISHARES CORE S&P 500 ETF
+$389.9K
1,498
+155%
增持
HD
HOME DEPOT INC COM
+$353.3K
22,836
+13%
增持
NKE
NIKE INC CL B
+$347.7K
44,215
+2%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$344.7K
25,446
+10%
减持
NFLX
NETFLIX INC COM
+$331.3K
6,863
-1%
增持
CVS
CVS HEALTH CORP COM
-$326.1K
83,014
+19%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$318.5K
86,257
+10%
建仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
+$313.4K
6,215
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$300.3K
6,933
+886%
增持
AMGN
AMGEN INC COM
+$293.3K
23,738
+14%
减持
SHEL
SHELL PLC SPON ADS
-$276.5K
14,584
-26%
增持
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$270.2K
180,272
+4%
增持
DOCU
DOCUSIGN INC COM
+$265.2K
46,939
+5%
减持
DHR
DANAHER CORPORATION COM
-$252.0K
18,159
-0%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
-$240.1K
603
-61%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$238.4K
5,959
+5%
清仓
MDYV
SPDR S&P 400 MID CAP VALUE ETF
-$231.6K
0
-100%
增持
HON
HONEYWELL INTL INC COM
+$231.3K
41,493
+15%
增持
XSW
SPDR S&P SOFTWARE & SERVICES ETF
+$225.7K
10,971
+6%
增持
NEE
NEXTERA ENERGY INC COM
+$223.7K
59,087
+14%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$223.4K
15,803
-22%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$222.9K
81,603
+5%
增持
TDOC
TELADOC HEALTH INC COM
+$221.2K
52,228
+9%
减持
QQQ
INVESCO QQQ TRUST
+$214.5K
21,606
-14%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$214.1K
1,310
-67%
增持
JNJ
JOHNSON & JOHNSON COM
-$203.1K
28,801
+9%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$194.7K
8,248
+32%
减持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
-$186.5K
401
-86%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$182.2K
401
-81%
减持
MA
MASTERCARD INCORPORATED CL A
+$181.0K
15,198
-1%
增持
VGLT
VANGUARD LONG-TERM TREASURY ETF
+$160.6K
2,509
+4013%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$158.5K
1,303
+103%
增持
TSLA
TESLA INC COM
+$148.5K
1,584
+8%
增持
ORCL
ORACLE CORP COM
+$145.7K
11,191
+2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$137.6K
12,013
-1%
减持
TQQQ
PROSHARES ULTRAPRO QQQ
+$127.5K
16,025
-15%
增持
—
BLACKROCK INC COM
-$126.9K
16,099
+5%
减持
VDE
VANGUARD ENERGY ETF
-$125.3K
1,728
-35%
减持
MBB
ISHARES MBS ETF
-$124.1K
12,254
-12%
增持
GOOG
ALPHABET INC CAP STK CL C
+$119.9K
2,740
+47%
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$118.8K
1,917
减持
INTC
INTEL CORP COM
-$117.1K
7,493
-45%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$117.0K
2,946
+3828%
增持
GD
GENERAL DYNAMICS CORP COM
+$115.2K
28,073
+11%
增持
MRK
MERCK & CO INC COM
+$112.1K
59,406
+6%
增持
BAC
BANK AMERICA CORP COM
+$110.1K
7,252
+147%
减持
JEF
JEFFERIES FINL GROUP INC COM
-$108.5K
51
-98%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$106.1K
40,239
+4%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$105.5K
1,165
+726%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$95.4K
6,208
+184%
清仓
—
HIGHLAND IBOXX SENIOR LOAN ETF
-$95.1K
0
-100%
增持
SCHY
SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF
+$94.4K
4,000
+99900%
增持
VTV
VANGUARD VALUE ETF
+$92.9K
3,209
+29%
减持
NVDA
NVIDIA CORPORATION COM
+$92.4K
755
-6%
增持
SPGI
S&P GLOBAL INC COM
+$91.2K
4,846
+3%
减持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$90.1K
1,989
-49%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$88.6K
808
-53%
增持
PHO
INVESCO WATER RESOURCES ETF
+$88.0K
32,075
+2%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$86.0K
1,501
+352%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$83.9K
2,679
+80%
减持
—
SPLUNK INC COM
-$83.9K
38
-96%
增持
WMB
WILLIAMS COS INC COM
+$80.5K
261,788
+11%
增持
SCHW
SCHWAB CHARLES CORP COM
+$74.8K
1,458
+7574%
减持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
-$73.6K
1,248
-53%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$73.3K
50,565
+0%
增持
VV
VANGUARD LARGE-CAP ETF
+$71.1K
1,656
+21%
增持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$70.2K
1,407
+3508%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$68.2K
2,200
+958%
