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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 93
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
XCEM
COLUMBIA EM CORE EX-CHINA ETF
+$18.8M
687,335
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$18.1M
103,605
-88%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$14.7M
388,878
+44%
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。
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$14.6M
337,780
+99%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$14.5M
1,448,632
+22%
建仓
PCAR
PACCAR INC COM
+$10.5M
122,932
减持
D
DOMINION ENERGY INC COM
-$6.9M
6,890
-95%
减持
USB
US BANCORP DEL COM NEW
-$6.3M
5,646
-97%
减持
—
EXXON MOBIL CORP COM
+$6.1M
1,372,052
-5%
增持
—
TE CONNECTIVITY LTD SHS
+$5.3M
42,798
+31839%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$5.0M
654,509
+22%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$4.9M
406,046
-13%
增持
UITB
VICTORY PORTFOLIOS II VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$4.4M
99,184
+173907%
增持
NFLX
NETFLIX INC COM
+$4.0M
18,796
+169%
增持
NVDA
NVIDIA CORPORATION COM
+$3.9M
9,617
+1191%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$3.7M
300
-98%
增持
VOO
VANGUARD S&P 500 ETF
-$3.5M
253,866
+0%
减持
AAPL
APPLE INC COM
-$3.2M
108,893
-3%
增持
ADI
ANALOG DEVICES INC COM
+$3.2M
18,557
+4471%
减持
DIS
DISNEY WALT CO COM
-$3.0M
2,267
-94%
增持
CMCSA
COMCAST CORP NEW CL A
+$2.9M
237,348
+29%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$2.0M
74,082
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$1.9M
1,129,229
+2%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$1.8M
572
-96%
增持
VGK
VANGUARD FTSE EUROPE ETF
-$1.7M
502,628
+0%
增持
WMT
WALMART INC COM
+$1.7M
44,920
+30%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$1.7M
1,880,550
+3%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.7M
26,466
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$1.6M
16,304
+42%
增持
QSR
RESTAURANT BRANDS INTL INC COM
-$1.6M
144,168
+0%
减持
XSW
SPDR S&P SOFTWARE & SERVICES ETF
-$1.5M
97
-99%
减持
AMGN
AMGEN INC COM
-$1.5M
20,095
-35%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$1.5M
35,673
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.4M
36,935
+30%
减持
TDOC
TELADOC HEALTH INC COM
-$1.4M
1,890
-97%
增持
SPGI
S&P GLOBAL INC COM
+$1.4M
10,169
+73%
清仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$1.3M
0
-100%
建仓
JSMD
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
+$1.3M
21,836
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$1.2M
10,351
-46%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$1.2M
964,032
+2%
增持
FLCB
FRANKLIN U.S. CORE BOND ETF
-$1.2M
2,210,842
+2%
增持
ACWI
ISHARES MSCI ACWI ETF
-$1.1M
457,541
+1%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$1.1M
370,193
+1%
增持
MSFT
MICROSOFT CORP COM
-$1.0M
60,518
+2%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$1.0M
799,473
+1%
减持
CAT
CATERPILLAR INC COM
+$994.4K
46,491
-2%
减持
PEP
PEPSICO INC COM
-$983.7K
60,159
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$956.1K
70,251
+2%
增持
EL
LAUDER ESTEE COS INC CL A
-$953.4K
21,136
+4%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$949.1K
76,592
+14%
增持
DG
DOLLAR GEN CORP NEW COM
-$886.0K
17,983
+9%
减持
ABBV
ABBVIE INC COM
+$860.3K
60,875
-0%
减持
—
BLACKROCK INC COM
-$801.7K
15,966
-1%
减持
MRK
MERCK & CO INC COM
-$793.9K
58,997
-1%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$751.4K
714,214
+1%
增持
PFE
PFIZER INC COM
-$731.9K
263,996
+2%
增持
MCD
MCDONALDS CORP COM
-$709.2K
25,624
+3%
增持
VOE
VANGUARD MID-CAP VALUE ETF
-$706.0K
141,925
+2%
减持
CVX
CHEVRON CORP NEW COM
+$700.3K
69,336
-1%
减持
MET
METLIFE INC COM
-$678.2K
80,679
-21%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$654.2K
3,893
-62%
增持
NKE
NIKE INC CL B
-$606.2K
56,485
+4%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$579.0K
11,667
+18%
增持
MELI
MERCADOLIBRE INC COM
+$561.8K
4,370
+4%
增持
CME
CME GROUP INC COM
+$547.5K
30,474
+2%
增持
HON
HONEYWELL INTL INC COM
+$510.9K
58,631
+18%
减持
ORI
OLD REP INTL CORP COM
+$467.6K
343,353
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$466.2K
10,993
+3%
增持
SHOP
SHOPIFY INC CL A
-$463.7K
61,181
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$461.3K
90,285
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$460.9K
13,685
+2%
减持
BKLN
INVESCO SENIOR LOAN ETF
-$458.6K
18,025
-55%
增持
UBER
UBER TECHNOLOGIES INC COM
+$424.5K
141,825
+0%
增持
SBUX
STARBUCKS CORP COM
-$400.3K
75,335
+3%
增持
META
META PLATFORMS INC CL A
+$396.9K
21,476
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$396.6K
53,347
-1%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$396.5K
15,691
+135%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$382.0K
81,355
-1%
增持
GD
GENERAL DYNAMICS CORP COM
+$380.1K
30,581
+3%
减持
PRU
PRUDENTIAL FINL INC COM
+$363.8K
61,802
-1%
减持
DLR
DIGITAL RLTY TR INC COM
+$363.1K
74,819
-2%
增持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$355.1K
53,389
+2%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$349.1K
2,688
-72%
增持
T
AT&T INC COM
-$340.9K
509,500
+2%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
-$339.0K
0
-100%
减持
CSCO
CISCO SYS INC COM
+$329.1K
225,860
-1%
增持
DHR
DANAHER CORPORATION COM
+$324.9K
22,773
+3%
增持
XEL
XCEL ENERGY INC COM
-$322.3K
102,911
+3%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$289.3K
450,678
+4%
增持
KO
COCA COLA CO COM
-$273.9K
111,094
+3%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$272.8K
104,006
-1%
增持
NEE
NEXTERA ENERGY INC COM
-$271.1K
74,814
+22%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$255.4K
14,131
+18%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$234.8K
29,794
+13%
增持
ADBE
ADOBE INC COM
+$234.1K
9,466
+1%
增持
OKE
ONEOK INC NEW COM
+$233.5K
4,034
+1011%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$229.7K
22,786
+0%
增持
TFC
TRUIST FINL CORP COM
-$228.4K
228,631
+3%
建仓
RF
REGIONS FINANCIAL CORP NEW COM
+$227.3K
13,218
增持
DOCU
DOCUSIGN INC COM
-$222.6K
36,953
+6%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$218.7K
122,833
+1%
增持
V
VISA INC COM CL A
-$209.9K
57,924
+2%
增持
TXN
TEXAS INSTRS INC COM
-$208.9K
42,980
+10%
增持
JNJ
JOHNSON & JOHNSON COM
-$203.0K
30,627
+2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$195.8K
728
-36%
减持
WMB
WILLIAMS COS INC COM
+$182.8K
261,498
-1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$180.8K
274,371
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$176.8K
15,865
+2%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$175.6K
24,261
-5%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$169.3K
4,649
-32%
增持
SPGP
INVESCO S&P 500 GARP ETF
+$167.7K
25,583
+7%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$165.7K
3,846
+180%
增持
MO
ALTRIA GROUP INC COM
-$164.9K
55,902
+1%
减持
GILD
GILEAD SCIENCES INC COM
-$163.0K
74,751
-0%
增持
TROW
PRICE T ROWE GROUP INC COM
-$163.0K
42,418
+3%
增持
CVS
CVS HEALTH CORP COM
+$161.0K
87,040
+2%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$155.5K
116,317
+2%
增持
CRM
SALESFORCE INC COM
-$151.1K
39,741
+2%
建仓
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$148.9K
4,576
增持
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
+$147.6K
3,953
+2785%
增持
—
MEDTRONIC PLC SHS
-$143.2K
62,873
+9%
增持
XSD
SPDR S&P SEMICONDUCTOR ETF
-$141.0K
6,725
+2%
增持
ORCL
ORACLE CORP COM
-$133.4K
11,064
+1%
增持
AMZN
AMAZON COM INC COM
-$117.6K
84,690
+1%
减持
BAC
BANK AMERICA CORP COM
-$112.5K
3,709
-50%
增持
TSLA
TESLA INC COM
+$108.2K
2,215
+30%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$98.6K
310
-57%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$91.3K
8,476
+1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$87.9K
12,433
+3%
减持
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$84.6K
23,431
-8%
增持
PHO
INVESCO WATER RESOURCES ETF
-$84.1K
33,731
+1%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$84.0K
111,448
+1%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$75.8K
4,268
+153%
清仓
—
FORGEROCK INC CL A
-$71.7K
0
-100%
增持
HSY
HERSHEY CO COM
-$69.8K
1,431
+0%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$69.6K
1,245
+60%
增持
HD
HOME DEPOT INC COM
-$68.8K
24,938
+2%
减持
SHEL
SHELL PLC SPON ADS
+$68.3K
17,793
-0%
增持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$67.6K
2,295
+131%
减持
BNS
BANK NOVA SCOTIA HALIFAX COM
-$67.4K
14,992
-0%
减持
CCI
CROWN CASTLE INC COM
-$67.4K
1,058
-27%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$66.8K
16,031
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$65.8K
40,218
+2%
增持
AAL
AMERICAN AIRLS GROUP INC COM
+$62.7K
5,254
+1969%
建仓
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$62.7K
2,537
建仓
—
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
+$62.7K
2,473
建仓
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$62.3K
2,558
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$62.0K
2,657
建仓
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$61.5K
2,656
增持
AMAT
APPLIED MATLS INC COM
-$61.4K
42,894
+3%
