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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 115
减持 22
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$49.0M
6,862
-99%
建仓
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$30.6M
535,301
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$17.0M
1,823,478
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。
+34%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$16.4M
169,631
+102087%
增持
VOO
VANGUARD S&P 500 ETF
+$8.6M
253,373
+1%
减持
CCI
CROWN CASTLE INC COM
-$7.9M
1,446
-98%
减持
—
EXXON MOBIL CORP COM
-$7.8M
1,447,171
-3%
增持
CMCSA
COMCAST CORP NEW CL A
+$7.6M
184,682
+9479%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$7.3M
270,709
+15%
减持
KEY
KEYCORP COM
-$6.2M
14,626
-97%
建仓
CME
CME GROUP INC COM
+$5.6M
29,974
清仓
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
-$4.5M
0
-100%
增持
AAPL
APPLE INC COM
+$4.3M
112,508
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.6M
1,191,620
+6%
增持
MSFT
MICROSOFT CORP COM
+$3.1M
59,191
+0%
增持
ACWI
ISHARES MSCI ACWI ETF
+$2.9M
452,284
+2%
增持
AMZN
AMAZON COM INC COM
+$2.4M
83,487
+2%
增持
MO
ALTRIA GROUP INC COM
+$2.4M
55,532
+1939%
增持
HON
HONEYWELL INTL INC COM
+$2.4M
49,737
+20%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$2.3M
788,682
+3%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$2.2M
365,206
+5%
建仓
SPGP
INVESCO S&P 500 GARP ETF
+$2.2M
23,865
增持
AMAT
APPLIED MATLS INC COM
+$2.2M
41,512
+33%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.9M
432,795
+6%
增持
FLCB
FRANKLIN U.S. CORE BOND ETF
+$1.8M
2,174,140
+6%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.7M
28,422
+2%
增持
UBER
UBER TECHNOLOGIES INC COM
+$1.7M
141,257
+1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.7M
1,112,211
+1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.5M
22,720
+5%
增持
T
AT&T INC COM
-$1.4M
501,166
+2%
增持
ABBV
ABBVIE INC COM
-$1.4M
60,964
+1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.3M
122,097
+2%
增持
DLR
DIGITAL RLTY TR INC COM
+$1.3M
76,328
+2%
减持
RPV
INVESCO S&P 500 PURE VALUE ETF
-$1.3M
119
-99%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
68,813
+1%
增持
PM
PHILIP MORRIS INTL INC COM
+$1.2M
13,125
+1219%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$1.2M
139,417
+3%
增持
AMGN
AMGEN INC COM
+$1.2M
31,061
+31%
增持
V
VISA INC COM CL A
+$1.1M
56,986
+3%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$1.0M
10,310
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.0M
15,761
+31%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$1.0M
9,392
-35%
减持
DOCU
DOCUSIGN INC COM
-$961.9K
34,736
-26%
增持
PFE
PFIZER INC COM
-$946.0K
258,687
+1%
增持
CAT
CATERPILLAR INC COM
+$915.0K
47,542
+1%
增持
HD
HOME DEPOT INC COM
+$864.7K
24,479
+7%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$828.4K
837,478
+4%
增持
BKLN
INVESCO SENIOR LOAN ETF
+$825.0K
39,780
+6818%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$815.6K
706,017
+2%
增持
WMB
WILLIAMS COS INC COM
+$810.0K
264,390
+1%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$804.0K
114,075
+9%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$792.0K
266,437
+6%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$786.1K
15,325
-24%
增持
DHR
DANAHER CORPORATION COM
+$748.1K
22,187
+22%
增持
JPM
JPMORGAN CHASE & CO COM
+$744.6K
38,472
+3%
减持
META
META PLATFORMS INC CL A
+$726.0K
21,083
-16%
增持
EL
LAUDER ESTEE COS INC CL A
-$721.7K
20,412
+6%
减持
QSR
RESTAURANT BRANDS INTL INC COM
-$712.7K
144,112
-19%
增持
NFLX
NETFLIX INC COM
+$710.6K
6,996
+2%
增持
SPGI
S&P GLOBAL INC COM
+$680.9K
5,866
+21%
增持
—
MEDTRONIC PLC SHS
+$680.0K
57,547
+6%
减持
USB
US BANCORP DEL COM NEW
-$641.7K
194,886
-1%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$627.2K
110,546
+1%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$614.6K
469,019
+3%
增持
COST
COSTCO WHSL CORP NEW COM
+$598.0K
10,670
+3%
增持
NKE
NIKE INC CL B
+$584.9K
54,429
+23%
增持
MA
MASTERCARD INCORPORATED CL A
+$581.4K
15,521
+2%
增持
CRM
SALESFORCE INC COM
+$558.6K
38,861
+1%
增持
MRK
MERCK & CO INC COM
+$547.4K
59,517
+0%
增持
D
DOMINION ENERGY INC COM
-$526.4K
139,454
+1%
增持
WMT
WALMART INC COM
+$522.7K
34,607
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$516.0K
11,502
+3%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$511.4K
500,272
+0%
增持
JNJ
JOHNSON & JOHNSON COM
+$509.0K
30,046
+4%
增持
DG
DOLLAR GEN CORP NEW COM
-$506.0K
16,425
+5%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$504.2K
3,510
+2600%
清仓
TQQQ
PROSHARES ULTRAPRO QQQ
-$452.9K
0
-100%
增持
PRU
PRUDENTIAL FINL INC COM
+$448.2K
62,351
+2%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$427.2K
8,489
+217%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$420.9K
13,396
+5%
增持
—
PIONEER NAT RES CO COM
+$414.6K
2,149
+1333%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$403.7K
12,025
+11%
增持
PEP
PEPSICO INC COM
+$393.9K
60,344
+2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$385.9K
12,089
+3%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$371.5K
3,742
+7384%
增持
TFC
TRUIST FINL CORP COM
-$365.0K
223,050
+7%
增持
GILD
GILEAD SCIENCES INC COM
-$358.8K
74,800
+1%
减持
—
BLACKROCK INC COM
+$351.4K
16,094
-0%
增持
CVX
CHEVRON CORP NEW COM
-$350.5K
69,852
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$334.7K
82,446
+1%
增持
LMT
LOCKHEED MARTIN CORP COM
-$318.7K
27,145
+0%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$309.6K
9,633
-39%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$309.0K
2,559
+1053%
增持
DIS
DISNEY WALT CO COM
-$298.9K
35,314
+2%
增持
MET
METLIFE INC COM
+$285.7K
101,782
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$277.0K
89,155
+3%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$276.2K
67,123
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$268.5K
9,533
+151%
减持
ORCL
ORACLE CORP COM
+$265.4K
10,961
-2%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$261.6K
26,300
+3%
增持
CVS
CVS HEALTH CORP COM
-$252.6K
85,580
+3%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$243.3K
6,176
+4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$243.1K
1,927
+29%
增持
SHEL
SHELL PLC SPON ADS
+$238.1K
17,840
+22%
增持
XEL
XCEL ENERGY INC COM
-$221.6K
99,901
+5%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
+$215.0K
52,151
+3%
增持
TROW
PRICE T ROWE GROUP INC COM
+$206.4K
41,166
+6%
增持
PG
PROCTER AND GAMBLE CO COM
+$202.5K
53,894
+0%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$180.0K
19,333
+5%
增持
XSW
SPDR S&P SOFTWARE & SERVICES ETF
+$177.3K
11,455
+4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$168.3K
27,902
+5%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$168.1K
2,229
+77%
增持
PHO
INVESCO WATER RESOURCES ETF
+$166.7K
33,302
+4%
增持
XSD
SPDR S&P SEMICONDUCTOR ETF
+$139.5K
6,594
+4%
增持
GLD
SPDR GOLD SHARES
+$138.5K
4,528
+24%
增持
SLV
ISHARES SILVER TRUST
+$137.9K
10,663
+178%
减持
FLQL
FRANKLIN LIBERTYQ U.S. EQUITY ETF
-$134.0K
21,093
-19%
清仓
WDIV
SPDR S&P GLOBAL DIVIDEND ETF
-$130.6K
0
-100%
增持
TSLA
TESLA INC COM
+$117.4K
1,704
+8%
减持
SHOP
SHOPIFY INC CL A
-$114.6K
58,860
-28%
增持
CSCO
CISCO SYS INC COM
-$113.1K
228,319
+0%
减持
NVDA
NVIDIA CORPORATION COM
+$105.5K
745
-1%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$103.9K
26,071
+0%
增持
CL
COLGATE PALMOLIVE CO COM
+$103.3K
6,944
+21%
建仓
OXM
OXFORD INDS INC COM
+$98.4K
1,000
增持
SBUX
STARBUCKS CORP COM
-$97.4K
73,451
+4%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$95.1K
14,781
+7%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$87.6K
10,580
+1%
增持
TXN
TEXAS INSTRS INC COM
+$83.6K
39,125
+5%
建仓
TOST
TOAST INC CL A
+$82.2K
3,643
减持
MCD
MCDONALDS CORP COM
+$81.9K
24,998
-5%
增持
AVGO
BROADCOM INC COM
+$81.6K
276
+12%
增持
INTC
INTEL CORP COM
+$76.8K
9,618
+28%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$76.1K
1,015
-66%
建仓
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
+$72.7K
1,544
清仓
FLTR
VANECK IG FLOATING RATE ETF
-$72.4K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$71.6K
1,641
+39%
减持
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$71.3K
16
-99%
增持
KO
COCA COLA CO COM
+$70.9K
107,820
+4%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$69.1K
9,909
+4%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$63.1K
13,985
+2%
增持
TDOC
TELADOC HEALTH INC COM
+$63.0K
55,912
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$62.6K
1,357
+5%
清仓
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
-$61.9K
0
-100%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$61.6K
45
-92%
增持
GOOG
ALPHABET INC CAP STK CL C
+$61.3K
2,862
+4%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$61.0K
1,042
+380%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$58.1K
100
-80%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$56.8K
780
+71%
建仓
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$56.6K
995
