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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 84
减持 58
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$51.3M
3,428
-100%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$47.8M
1,044,004
+17728%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$39.6M
2,327,557
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。
+89%
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$39.1M
3,180
-99%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$21.4M
1,381,760
+46%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$17.3M
460,083
-31%
减持
—
EXXON MOBIL CORP COM
+$13.3M
1,317,522
-1%
增持
KMI
KINDER MORGAN INC DEL COM
+$11.6M
410,669
+8359%
增持
DOW
DOW INC COM
+$10.3M
298,577
+12605%
减持
CMCSA
COMCAST CORP NEW CL A
-$9.4M
3,270
-99%
减持
PEP
PEPSICO INC COM
-$9.3M
3,457
-95%
增持
VICI
VICI PPTYS INC COM
+$7.2M
221,577
+295336%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$6.8M
41,300
+17935%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$6.8M
1,040
-99%
增持
LEN
LENNAR CORP CL A
+$6.5M
56,298
+296205%
减持
—
TE CONNECTIVITY PLC ORD SHS
-$6.4M
328
-99%
减持
MRK
MERCK & CO INC COM
-$6.4M
6,640
-91%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$6.3M
62,921
+61587%
增持
QQQM
INVESCO NASDAQ 100 ETF
-$6.3M
404,024
+1%
增持
RSG
REPUBLIC SVCS INC COM
+$6.2M
53,624
+59%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$6.2M
12,519
+31198%
减持
NICE
NICE LTD SPONSORED ADR
-$5.9M
115
-100%
增持
VOO
VANGUARD S&P 500 ETF
-$5.8M
243,415
+0%
减持
ADBE
ADOBE INC COM
-$5.6M
1,698
-88%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$4.7M
597,111
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$4.3M
126,424
+0%
减持
HON
HONEYWELL INTL INC COM
-$4.2M
307
-98%
增持
PRU
PRUDENTIAL FINL INC COM
+$4.1M
100,429
+68%
增持
NVDA
NVIDIA CORPORATION COM
+$4.0M
187,245
+55%
增持
PODD
INSULET CORP COM
+$4.0M
38,823
+64%
减持
AAPL
APPLE INC COM
-$3.9M
126,542
-1%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$3.7M
1,801,633
+2%
减持
JNJ
JOHNSON & JOHNSON COM
-$3.6M
5,844
-82%
增持
SPGI
S&P GLOBAL INC COM
+$3.6M
25,158
+37%
减持
NEE
NEXTERA ENERGY INC COM
-$3.6M
1,573
-97%
减持
T
AT&T INC COM
-$3.3M
296,479
-42%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.3M
1,471,758
+1%
建仓
VCRB
VANGUARD CORE BOND ETF
+$3.2M
41,049
建仓
EWX
SPDR S&P EMERGING MARKETS SMALL CAP ETF
+$3.1M
54,890
减持
FLCB
FRANKLIN U.S CORE BOND ETF
-$2.9M
176,229
-45%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$2.9M
323,770
-36%
增持
CVX
CHEVRON CORP NEW COM
+$2.9M
82,245
+10%
增持
AVGO
BROADCOM INC COM
+$2.7M
76,566
+76%
减持
META
META PLATFORMS INC CL A
-$2.6M
20,586
-17%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$2.5M
52,622
+1904%
减持
DHR
DANAHER CORPORATION COM
-$2.4M
30,447
-19%
增持
AMZN
AMAZON COM INC COM
-$2.3M
83,246
+1%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$2.2M
65,922
-18%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.2M
729,493
-0%
增持
DLR
DIGITAL RLTY TR INC COM
-$2.1M
68,764
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$2.1M
26,256
+32%
增持
PWR
QUANTA SVCS INC COM
+$1.9M
25,267
+77%
减持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$1.9M
781,232
-5%
减持
KO
COCA COLA CO COM
-$1.9M
64,451
-38%
减持
TXN
TEXAS INSTRS INC COM
-$1.9M
21,574
-30%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$1.7M
98,975
+3%
减持
WMT
WALMART INC COM
-$1.6M
95,424
-14%
减持
UBER
UBER TECHNOLOGIES INC COM
-$1.6M
91,550
-34%
减持
PANW
PALO ALTO NETWORKS INC COM
-$1.6M
70,234
-6%
增持
CRM
SALESFORCE INC COM
-$1.6M
46,500
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.6M
49,591
+1%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$1.5M
37,233
+4%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$1.5M
606,288
+23%
增持
MELI
MERCADOLIBRE INC COM
+$1.5M
5,478
+1%
减持
ACWI
ISHARES MSCI ACWI ETF
-$1.5M
684,940
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$1.3M
192,978
+4%
增持
MDLZ
MONDELEZ INTL INC CL A
+$1.3M
106,605
+7%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.3M
8,802
-25%
增持
AMGN
AMGEN INC COM
+$1.2M
20,734
+3%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.2M
100,526
+94%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$1.2M
40,718
-50%
减持
WMB
WILLIAMS COS INC COM
-$1.1M
125,096
-21%
增持
BLK
BLACKROCK INC COM
-$987.3K
15,650
+2%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$962.0K
13,017
+1%
增持
MSFT
MICROSOFT CORP COM
-$948.9K
71,061
+8%
减持
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$947.6K
134
-99%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$940.9K
6,720
-57%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$917.3K
17,680
-11%
增持
EMR
EMERSON ELEC CO COM
-$841.1K
66,368
+1%
增持
NFLX
NETFLIX INC COM
+$836.4K
15,321
+2%
增持
AMAT
APPLIED MATLS INC COM
-$818.9K
58,310
+2%
减持
GILD
GILEAD SCIENCES INC COM
-$809.4K
67,435
-26%
建仓
SCYB
SCHWAB HIGH YIELD BOND ETF
+$738.9K
28,301
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$733.5K
132,776
+21%
增持
ORI
OLD REP INTL CORP COM
+$719.0K
208,897
+1%
增持
PCAR
PACCAR INC COM
-$691.8K
140,837
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$688.2K
11,374
+4%
增持
—
SPDR GOLD SHARES
+$622.3K
3,000
增持
ROST
ROSS STORES INC COM
-$591.1K
27,589
+1%
增持
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
-$591.0K
713,082
+1%
增持
PG
PROCTER AND GAMBLE CO COM
+$568.4K
66,595
+4%
增持
MA
MASTERCARD INCORPORATED CL A
+$552.2K
19,632
+1%
增持
SNPS
SYNOPSYS INC COM
-$546.9K
13,010
+3%
增持
CSCO
CISCO SYS INC COM
+$515.7K
201,169
+0%
增持
CAT
CATERPILLAR INC COM
-$507.3K
29,250
+4%
增持
TFC
TRUIST FINL CORP COM
-$506.7K
337,388
+2%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$494.3K
63,900
+15%
增持
GLD
SPDR GOLD SHARES
+$469.9K
5,402
+20%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$432.0K
685,979
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$421.6K
27,079
+1%
增持
GD
GENERAL DYNAMICS CORP COM
+$417.4K
30,246
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$400.5K
2,405
+24%
减持
V
VISA INC COM CL A
+$368.7K
54,663
-8%
增持
HD
HOME DEPOT INC COM
-$359.1K
22,290
+2%
减持
PM
PHILIP MORRIS INTL INC COM
+$341.9K
9,255
-1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$339.0K
5,069
+113%
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$332.7K
1,759,586
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$328.8K
19,167
-14%
建仓
PBR/A
PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTG
+$326.0K
25,000
增持
MO
ALTRIA GROUP INC COM
+$286.6K
33,184
+2%
增持
ORCL
ORACLE CORP COM
-$273.0K
11,422
+2%
减持
KLAC
KLA CORP COM NEW
+$269.7K
6,061
-1%
增持
GS
GOLDMAN SACHS GROUP INC COM
-$268.6K
13,478
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$265.2K
2,929
-66%
减持
VUG
VANGUARD GROWTH ETF
-$262.8K
2,134
-17%
清仓
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$262.6K
0
-100%
减持
CME
CME GROUP INC COM
+$260.2K
57,627
-11%
增持
GTO
INVESCO TOTAL RETURN BOND ETF
+$258.5K
7,097
+342%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$254.5K
451,534
+0%
增持
ZTS
ZOETIS INC CL A
+$237.8K
36,329
+3%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$231.6K
24,407
+7%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$225.3K
2,146
+120%
建仓
—
SPDR S&P 500 ETF TRUST
+$223.8K
400
增持
ADI
ANALOG DEVICES INC COM
-$217.7K
27,660
+1%
增持
PHM
PULTE GROUP INC COM
-$217.0K
65,364
+3%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$212.2K
4,418
-39%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$207.6K
6,189
+2%
减持
JPM
JPMORGAN CHASE & CO. COM
+$207.3K
37,816
-0%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$200.1K
253,564
+1%
减持
SHEL
SHELL PLC SPON ADS
-$196.6K
11,910
-30%
减持
XEL
XCEL ENERGY INC COM
+$178.5K
70,054
-1%
减持
VB
VANGUARD SMALL-CAP ETF
-$172.2K
1,353
-31%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$165.7K
660
-27%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$154.8K
1,198
-44%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$153.0K
42,275
+3%
增持
SMH
VANECK SEMICONDUCTOR ETF
-$151.7K
10,138
+7%
增持
TSLA
TESLA INC COM
+$149.6K
2,360
+106%
增持
SYK
STRYKER CORPORATION COM
+$144.2K
11,165
+0%
增持
AME
AMETEK INC COM
-$139.3K
22,180
+1%
增持
PSCI
INVESCO S&P SMALLCAP INDUSTRIALS ETF
-$135.6K
18,289
+6%
减持
MET
METLIFE INC COM
-$135.5K
79,305
-0%
增持
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
+$129.1K
182,197
+7%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$129.0K
1,571
-0%
增持
—
EATON CORP PLC SHS
-$125.4K
2,856
+5%
减持
DIS
DISNEY WALT CO COM
-$121.1K
2,041
-30%
减持
FAS
DIREXION DAILY FINANCIAL BULL 3X SHARES
-$120.8K
0
-100%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$120.6K
14,157
-1%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$117.8K
584
清仓
—
ISHARES INC FRONTIER AND SEL
-$116.5K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
-$116.3K
153
-100%
