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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 76
减持 60
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$62.9M
4,244
-100%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$56.5M
400,366
+189%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$19.3M
1,760,244
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。
+37%
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$17.7M
677,461
-34%
减持
IQV
IQVIA HLDGS INC COM
-$8.6M
96
-100%
增持
TFC
TRUIST FINL CORP COM
+$7.2M
331,725
+98%
减持
MCD
MCDONALDS CORP COM
-$6.8M
1,732
-93%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$6.6M
185,724
+961%
建仓
PODD
INSULET CORP COM
+$6.2M
23,635
建仓
SNPS
SYNOPSYS INC COM
+$6.1M
12,622
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
-$5.8M
1,854,132
+0%
减持
AVGO
BROADCOM INC COM
-$5.7M
43,580
-52%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$5.5M
126,026
+14%
增持
—
EXXON MOBIL CORP COM
-$5.5M
1,332,810
+5%
减持
CAT
CATERPILLAR INC COM
-$4.4M
27,991
-25%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$3.8M
49,003
-26%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$3.6M
731,509
+1%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$3.3M
599,287
-2%
增持
AMZN
AMAZON COM INC COM
+$2.9M
82,480
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$2.9M
242,977
+0%
增持
V
VISA INC COM CL A
+$2.9M
59,450
+3%
增持
AAPL
APPLE INC COM
+$2.8M
127,735
+2%
增持
PFE
PFIZER INC COM
+$2.8M
366,253
+53%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$2.4M
92,768
+38%
减持
ACWI
ISHARES MSCI ACWI ETF
-$2.3M
690,839
-1%
增持
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
+$2.3M
171,048
+59%
减持
SHOP
SHOPIFY INC CL A
+$1.9M
80,119
-2%
增持
LMT
LOCKHEED MARTIN CORP COM
-$1.8M
19,858
+1%
增持
GD
GENERAL DYNAMICS CORP COM
+$1.8M
29,705
+49%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$1.8M
15,632
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$1.7M
1,229,671
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$1.7M
121,144
+1%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$1.6M
839,269
-1%
增持
MELI
MERCADOLIBRE INC COM
-$1.6M
5,430
+3%
减持
HD
HOME DEPOT INC COM
-$1.4M
21,924
-11%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
-$1.4M
1,457,277
+3%
减持
PEP
PEPSICO INC COM
-$1.3M
64,267
-1%
减持
CRM
SALESFORCE INC COM
+$1.3M
42,067
-10%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$1.3M
400,283
+1%
减持
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
-$1.2M
706,896
-1%
增持
AMGN
AMGEN INC COM
-$1.2M
20,113
+0%
减持
CSCO
CISCO SYS INC COM
+$1.2M
200,986
-0%
减持
WMB
WILLIAMS COS INC COM
+$1.1M
157,818
-3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$1.1M
503,285
+99%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.1M
19,387
+5%
减持
JPM
JPMORGAN CHASE & CO. COM
+$988.8K
37,833
-1%
增持
MSFT
MICROSOFT CORP COM
+$985.4K
65,538
+6%
增持
PANW
PALO ALTO NETWORKS INC COM
+$974.4K
74,739
+102%
减持
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
-$961.4K
36,204
-50%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
-$958.8K
818,247
+11%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$956.5K
13,327
-1%
减持
BLK
BLACKROCK INC COM
+$953.8K
15,413
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$918.2K
11,669
+0%
减持
WMT
WALMART INC COM
+$908.7K
110,890
-2%
减持
DLR
DIGITAL RLTY TR INC COM
+$897.4K
67,291
-1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$887.8K
492,232
+300%
增持
MDLZ
MONDELEZ INTL INC CL A
-$842.2K
99,218
+8%
增持
UBER
UBER TECHNOLOGIES INC COM
-$827.2K
137,715
+13%
增持
DHR
DANAHER CORPORATION COM
-$768.1K
37,548
+11%
增持
COST
COSTCO WHSL CORP NEW COM
+$731.3K
10,989
+4%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$718.1K
22,840
+2%
增持
META
META PLATFORMS INC CL A
+$717.8K
24,703
+3%
减持
NEE
NEXTERA ENERGY INC COM
-$668.4K
51,872
-0%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$662.1K
946,021
+6%
减持
CME
CME GROUP INC COM
+$628.9K
64,710
-1%
增持
ZTS
ZOETIS INC CL A
-$617.9K
35,253
+8%
减持
TXN
TEXAS INSTRS INC COM
-$600.3K
30,637
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$600.0K
31,837
-1%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$597.2K
96,031
+1%
减持
GILD
GILEAD SCIENCES INC COM
+$586.6K
90,565
-2%
减持
PCAR
PACCAR INC COM
+$580.2K
138,484
-1%
减持
EMR
EMERSON ELEC CO COM
-$575.3K
65,503
-18%
增持
AMAT
APPLIED MATLS INC COM
-$504.5K
57,067
+18%
减持
ADI
ANALOG DEVICES INC COM
-$487.3K
27,280
-0%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$486.4K
12,913
-0%
增持
ADBE
ADOBE INC COM
-$482.0K
13,981
+8%
增持
CMCSA
COMCAST CORP NEW CL A
-$452.3K
253,429
+6%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$424.0K
55,678
-0%
增持
AMT
AMERICAN TOWER CORP NEW COM
-$398.0K
35,869
+20%
增持
SPGI
S&P GLOBAL INC COM
+$366.3K
18,368
+8%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$361.0K
662,184
+6%
增持
PHM
PULTE GROUP INC COM
+$360.9K
63,695
+39%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$358.6K
26,822
-1%
增持
XHB
SPDR S&P HOMEBUILDERS ETF
-$354.6K
24,092
+4%
减持
CVX
CHEVRON CORP NEW COM
-$325.6K
75,017
-1%
减持
HON
HONEYWELL INTL INC COM
+$314.5K
18,803
-1%
减持
ODFL
OLD DOMINION FREIGHT LINE INC COM
-$310.3K
28
-98%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$308.9K
14,334
+18%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$293.2K
450,607
+201%
减持
T
AT&T INC COM
+$279.9K
514,402
-1%
建仓
AOR
ISHARES CORE GROWTH ALLOCATION ETF
+$262.6K
4,582
增持
PG
PROCTER AND GAMBLE CO COM
-$260.1K
64,305
+1%
增持
VUG
VANGUARD GROWTH ETF
+$258.0K
2,568
+24%
增持
—
TE CONNECTIVITY PLC ORD SHS
-$249.7K
45,144
+2%
建仓
—
SPDR GOLD SHARES
+$242.1K
0
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$241.5K
21,295
+429%
建仓
VRT
VERTIV HOLDINGS CO COM CL A
+$241.3K
2,124
增持
MRK
MERCK & CO INC COM
+$239.6K
70,256
+18%
增持
FLCB
FRANKLIN U.S CORE BOND ETF
-$238.4K
319,168
+1%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$238.3K
31,760
+33%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$237.7K
109,919
+1%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$233.6K
6,544
-25%
增持
NICE
NICE LTD SPONSORED ADR
+$210.2K
35,135
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$187.7K
3,204
+118%
减持
PRU
PRUDENTIAL FINL INC COM
-$166.2K
59,816
-0%
减持
MET
METLIFE INC COM
-$162.7K
79,420
-2%
建仓
—
TESLA INC COM
+$161.5K
0
减持
PWR
QUANTA SVCS INC COM
+$160.5K
14,282
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$156.6K
19,932
+0%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$155.8K
2,591
-9%
减持
AME
AMETEK INC COM
+$154.6K
21,954
-1%
减持
TSLA
TESLA INC COM
-$146.0K
1,144
-51%
清仓
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$141.4K
0
-100%
增持
BA
BOEING CO COM
+$138.2K
1,876
+47%
增持
SPY
SPDR S&P 500 ETF TRUST
+$137.4K
1,025
+27%
清仓
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$131.1K
0
-100%
建仓
ARLP
ALLIANCE RESOURCE PARTNERS L P UT LTD PART
+$127.4K
4,845
增持
KLAC
KLA CORP COM NEW
-$125.9K
6,111
+19%
增持
PSCI
INVESCO S&P SMALLCAP INDUSTRIALS ETF
+$125.0K
17,179
+4%
建仓
FAS
DIREXION DAILY FINANCIAL BULL 3X SHARES
+$120.8K
800
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$120.0K
667
+59%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$114.7K
6,082
-2%
清仓
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
-$111.6K
0
-100%
减持
INDA
ISHARES MSCI INDIA ETF
-$110.5K
635
-74%
减持
EPI
WISDOMTREE INDIA EARNINGS FUND
-$110.1K
838
-71%
减持
FLIN
FRANKLIN FTSE INDIA ETF
-$109.7K
886
-74%
减持
PDI
PIMCO DYNAMIC INCOME FD SHS
-$107.8K
3,354
-60%
建仓
IBDW
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
+$106.8K
5,248
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$106.4K
0
-100%
减持
INTC
INTEL CORP COM
-$103.3K
2,816
-59%
增持
DIS
DISNEY WALT CO COM
+$91.8K
2,896
+21%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$91.2K
41,143
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$90.2K
740
+27%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$89.9K
9,068
+5%
减持
ORI
OLD REP INTL CORP COM
+$84.0K
206,519
-1%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$82.5K
249,887
+106%
增持
HUBB
HUBBELL INC COM
+$81.8K
413
+94%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$80.8K
4,016
+3916%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$78.1K
8,710
-14%
减持
QSR
RESTAURANT BRANDS INTL INC COM
-$76.7K
772
-56%
减持
DVN
DEVON ENERGY CORP NEW COM
-$72.8K
2,206
-40%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$72.2K
2,473
+13%
增持
KO
COCA COLA CO COM
+$72.2K
104,202
+17%
减持
IRM
IRON MTN INC DEL COM
-$67.8K
3,971
-3%
清仓
—
ISHARES IBONDS DEC 2024 TERM TREASURY ETF
-$67.3K
0
-100%
减持
NVO
NOVO-NORDISK A S ADR
-$67.2K
938
-24%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$64.9K
792
+177%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$63.5K
6,790
+3%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$62.4K
9,399
+310%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$62.0K
9,479
+4%
