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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 88
减持 53
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
-$39.9M
15,152
-98%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$39.4M
616,236
+58%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$38.5M
720,501
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。
+113%
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$30.4M
2,150
-99%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$29.0M
1,740
-100%
增持
ACWI
ISHARES MSCI ACWI ETF
+$27.7M
687,307
+50%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$23.6M
265,800
+5315900%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$20.9M
466,411
+1207%
减持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$20.9M
4,378
-99%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$18.7M
492,906
+397%
增持
—
EXXON MOBIL CORP COM
-$16.7M
1,446,693
+5%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$16.7M
42,245
-91%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$9.5M
1,936,333
+3%
减持
VOO
VANGUARD S&P 500 ETF
+$9.0M
248,946
-2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$8.8M
1,494,069
+3%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$5.1M
1,130,401
+0%
增持
XCEM
COLUMBIA EM CORE EX-CHINA ETF
+$4.9M
785,086
+14%
增持
ZTS
ZOETIS INC CL A
+$4.9M
24,986
+9510%
增持
FLCB
FRANKLIN U.S. CORE BOND ETF
+$4.3M
2,294,567
+4%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$4.2M
814,256
+2%
增持
MSFT
MICROSOFT CORP COM
+$4.2M
61,882
+2%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$3.9M
676,154
+3%
增持
NFLX
NETFLIX INC COM
+$2.8M
20,357
+8%
增持
CRM
SALESFORCE INC COM
+$2.8M
41,105
+3%
减持
—
BLACKROCK INC COM
+$2.5M
15,736
-1%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$2.3M
144,378
+2%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$2.3M
4,617
-91%
减持
SPGP
INVESCO S&P 500 GARP ETF
-$2.3M
56
-100%
增持
ALB
ALBEMARLE CORP COM
+$2.3M
15,768
+15359%
增持
V
VISA INC COM CL A
+$2.2M
59,808
+3%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$2.2M
138,426
+19%
增持
CME
CME GROUP INC COM
+$2.2M
39,191
+29%
减持
AAPL
APPLE INC COM
+$2.0M
107,434
-1%
增持
SHOP
SHOPIFY INC CL A
+$1.8M
66,267
+8%
增持
HON
HONEYWELL INTL INC COM
+$1.8M
60,320
+3%
增持
MELI
MERCADOLIBRE INC COM
+$1.8M
4,680
+7%
减持
TFC
TRUIST FINL CORP COM
+$1.8M
224,608
-2%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.7M
298,396
+9%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$1.7M
135,313
+30%
减持
QSR
RESTAURANT BRANDS INTL INC COM
+$1.7M
144,143
-0%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$1.6M
71,275
-7%
增持
CVS
CVS HEALTH CORP COM
+$1.6M
97,613
+12%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.6M
11,819
+8%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$1.6M
17,805
+9%
增持
AMAT
APPLIED MATLS INC COM
+$1.6M
46,283
+8%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.6M
126,423
+3%
增持
META
META PLATFORMS INC CL A
+$1.5M
22,585
+5%
减持
DOCU
DOCUSIGN INC COM
-$1.5M
396
-99%
减持
PCAR
PACCAR INC COM
+$1.5M
122,620
-0%
减持
CVX
CHEVRON CORP NEW COM
-$1.4M
68,874
-1%
增持
DG
DOLLAR GEN CORP NEW COM
+$1.4M
24,148
+34%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$1.4M
17,209
+342%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$1.3M
5,368
-78%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.3M
23,033
+1%
增持
NKE
NIKE INC CL B
+$1.2M
60,969
+8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
74,341
+6%
减持
GD
GENERAL DYNAMICS CORP COM
+$1.2M
30,489
-0%
增持
SPGI
S&P GLOBAL INC COM
+$1.1M
10,958
+8%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.1M
7,288
+727%
增持
ADBE
ADOBE INC COM
+$1.1M
9,878
+4%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.1M
12,544
+8%
减持
HD
HOME DEPOT INC COM
+$1.1M
24,788
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$1.0M
10,567
+10%
增持
PFE
PFIZER INC COM
-$1.0M
268,539
+2%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.0M
17,120
+8%
建仓
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$994.6K
39,564
减持
LMT
LOCKHEED MARTIN CORP COM
+$987.5K
26,059
-2%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$955.5K
13,604
+9%
减持
CSCO
CISCO SYS INC COM
-$950.9K
221,523
-2%
增持
MCD
MCDONALDS CORP COM
+$933.7K
25,915
+1%
增持
—
TE CONNECTIVITY LTD SHS
+$919.6K
44,174
+3%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$885.1K
110,485
-1%
减持
T
AT&T INC COM
+$882.5K
508,653
-0%
减持
JPM
JPMORGAN CHASE & CO COM
+$845.1K
37,852
-2%
减持
ORI
OLD REP INTL CORP COM
-$806.3K
287,200
-16%
减持
PANW
PALO ALTO NETWORKS INC COM
+$787.4K
32,035
-13%
减持
AMZN
AMAZON COM INC COM
+$768.4K
75,913
-10%
减持
DLR
DIGITAL RLTY TR INC COM
+$676.3K
72,306
-3%
增持
EL
LAUDER ESTEE COS INC CL A
+$663.2K
25,425
+20%
减持
CAT
CATERPILLAR INC COM
+$661.7K
45,165
-3%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$611.2K
32,493
+9%
增持
VUG
VANGUARD GROWTH ETF
+$542.4K
2,807
+132%
减持
UBER
UBER TECHNOLOGIES INC COM
+$506.0K
114,155
-20%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$491.3K
79,715
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$470.0K
81,465
+10%
减持
TXN
TEXAS INSTRS INC COM
+$466.2K
42,828
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$459.1K
111,074
+23%
增持
PHO
INVESCO WATER RESOURCES ETF
+$452.4K
36,908
+9%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$437.2K
16,197
+1%
减持
PRU
PRUDENTIAL FINL INC COM
+$420.0K
60,596
-2%
增持
NEE
NEXTERA ENERGY INC COM
+$410.3K
77,320
+3%
增持
KO
COCA COLA CO COM
+$404.6K
112,398
+1%
增持
XSD
SPDR S&P SEMICONDUCTOR ETF
+$404.4K
7,663
+14%
减持
XEL
XCEL ENERGY INC COM
+$400.9K
101,589
-1%
减持
ADI
ANALOG DEVICES INC COM
+$391.7K
18,336
-1%
减持
GILD
GILEAD SCIENCES INC COM
+$367.1K
73,681
-1%
减持
AMGN
AMGEN INC COM
+$365.0K
20,019
-0%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$358.1K
31,595
+12%
减持
SBUX
STARBUCKS CORP COM
+$333.5K
75,089
-0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$331.3K
113,418
+9%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$329.7K
17,710
+19%
减持
MRK
MERCK & CO INC COM
+$326.8K
58,710
-0%
增持
JSMD
JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF
+$321.3K
24,299
+11%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$307.8K
14,185
+0%
增持
DHR
DANAHER CORPORATION COM
+$306.2K
25,746
+13%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$289.3K
13,655
-0%
清仓
SCHR
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
-$275.2K
0
-100%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$236.8K
11,507
+11%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$229.0K
719,192
+1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$214.4K
8,400
-1%
减持
—
MEDTRONIC PLC SHS
+$199.3K
62,224
-1%
减持
ABBV
ABBVIE INC COM
+$194.9K
59,811
-2%
减持
MET
METLIFE INC COM
+$192.0K
79,654
-1%
减持
SHEL
SHELL PLC SPON ADS
-$190.4K
14,514
-18%
增持
WMT
WALMART INC COM
+$187.2K
46,757
+4%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$171.8K
9,277
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$166.6K
68,771
-15%
减持
CMCSA
COMCAST CORP NEW CL A
-$158.8K
236,378
-0%
增持
BKLN
INVESCO SENIOR LOAN ETF
+$146.9K
24,801
+38%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$143.9K
17,903
+14%
增持
TROW
PRICE T ROWE GROUP INC COM
+$138.6K
42,594
+0%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$133.6K
2,154
+20%
增持
INTC
INTEL CORP COM
+$132.6K
9,018
+0%
增持
TSLA
TESLA INC COM
+$117.7K
2,704
+22%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$114.0K
5,122
+116%
减持
VGLT
VANGUARD LONG-TERM TREASURY ETF
-$113.6K
188
-92%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$110.0K
697
增持
AVGO
BROADCOM INC COM
+$105.8K
298
+9%
增持
BA
BOEING CO COM
+$103.2K
1,045
+18%
减持
PG
PROCTER AND GAMBLE CO COM
-$100.8K
52,412
-2%
增持
JNJ
JOHNSON & JOHNSON COM
+$100.4K
31,074
+1%
增持
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
+$99.5K
25,141
+7%
增持
MO
ALTRIA GROUP INC COM
-$94.6K
55,927
+0%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$89.6K
34,486
+0%
减持
GLD
SPDR GOLD SHARES
+$87.2K
4,517
-0%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$86.6K
2,743
+174%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$78.0K
1,141
-58%
增持
SPY
SPDR S&P 500 ETF TRUST
+$77.5K
818
+12%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$77.1K
16,693
-2%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$76.0K
3,420
建仓
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$75.4K
3,370
建仓
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$75.2K
3,292
建仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$74.1K
3,182
增持
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$72.6K
2,255
+194%
增持
LLY
ELI LILLY & CO COM
+$72.3K
289
+61%
建仓
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$71.5K
3,281
建仓
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
+$68.6K
2,874
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$67.6K
734
+3395%
减持
WMB
WILLIAMS COS INC COM
+$66.5K
254,848
-3%
减持
IVV
ISHARES CORE S&P 500 ETF
+$66.2K
1,942
-3%
