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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 1
增持 109
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$65.0M
1,621,384
+108%
增持
ACWI
ISHARES MSCI ACWI ETF
+$39.3M
925,215
+35%
增持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
+$27.2M
538,689
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。
+35224%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$26.6M
412,892
-31%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$17.0M
268,563
-34%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$16.9M
352,191
-49%
增持
VOO
VANGUARD S&P 500 ETF
+$15.5M
247,585
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$11.3M
2,387,880
+3%
减持
DOW
DOW INC COM
-$10.3M
5,235
-98%
减持
NVDA
NVIDIA CORPORATION COM
+$8.9M
184,870
-1%
减持
CAT
CATERPILLAR INC COM
-$8.9M
1,959
-93%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$8.5M
1,084,518
+4%
减持
RSG
REPUBLIC SVCS INC COM
-$8.1M
19,684
-63%
增持
TGT
TARGET CORP COM
+$7.7M
78,734
+8223%
增持
—
MEDTRONIC PLC SHS
+$7.5M
87,451
+7605%
增持
D
DOMINION ENERGY INC COM
+$7.5M
136,431
+3443%
增持
JNJ
JOHNSON & JOHNSON COM
+$7.2M
53,628
+818%
增持
LLY
ELI LILLY & CO COM
+$6.7M
9,116
+1776%
减持
DHR
DANAHER CORPORATION COM
-$6.1M
481
-98%
增持
—
EXXON MOBIL CORP COM
-$5.9M
1,398,367
+6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$5.0M
139,498
+10%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$5.0M
728,335
-0%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$4.6M
57,563
+55%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$4.6M
1,780,920
+1%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$4.4M
556
-94%
增持
META
META PLATFORMS INC CL A
+$4.0M
21,560
+5%
增持
AMAT
APPLIED MATLS INC COM
+$3.9M
67,731
+16%
减持
TXN
TEXAS INSTRS INC COM
-$3.7M
877
-96%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$3.7M
12,789
+2686%
增持
MELI
MERCADOLIBRE INC COM
+$3.7M
5,492
+0%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$3.7M
1,874,284
+4%
减持
MSFT
MICROSOFT CORP COM
+$3.6M
60,810
-14%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$3.4M
281,372
+46%
增持
AMZN
AMAZON COM INC COM
+$3.2M
86,695
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.0M
1,508,973
+3%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.9M
72,711
+4%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$2.9M
617,997
+2%
增持
EMR
EMERSON ELEC CO COM
+$2.8M
75,697
+14%
增持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
+$2.6M
36,849
+15254%
减持
AVGO
BROADCOM INC COM
-$2.6M
37,076
-52%
增持
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
+$2.4M
740,023
+4%
增持
DLR
DIGITAL RLTY TR INC COM
+$2.4M
70,169
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$2.3M
49,772
+0%
清仓
PSCI
INVESCO S&P SMALLCAP INDUSTRIALS ETF
-$2.2M
0
-100%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$2.1M
99
-99%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.1M
24,493
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$2.0M
25,407
+33%
减持
NFLX
NETFLIX INC COM
+$2.0M
12,165
-21%
增持
BLK
BLACKROCK INC COM
+$2.0M
15,985
+2%
增持
UBER
UBER TECHNOLOGIES INC COM
+$1.9M
91,699
+0%
增持
AAPL
APPLE INC COM
+$1.9M
146,148
+15%
增持
CSCO
CISCO SYS INC COM
+$1.7M
203,105
+1%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$1.7M
68,942
+5%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$1.6M
1,416,196
+2%
增持
HD
HOME DEPOT INC COM
+$1.6M
26,518
+19%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$1.5M
473,594
+3%
增持
SNPS
SYNOPSYS INC COM
+$1.4M
13,631
+5%
增持
CVX
CHEVRON CORP NEW COM
-$1.4M
86,435
+5%
增持
TFC
TRUIST FINL CORP COM
+$1.2M
351,014
+4%
增持
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
+$1.2M
196,458
+8%
增持
ADI
ANALOG DEVICES INC COM
+$1.2M
28,314
+2%
增持
WMT
WALMART INC COM
+$1.0M
96,191
+1%
增持
SPGI
S&P GLOBAL INC COM
+$1.0M
26,175
+4%
减持
XEL
XCEL ENERGY INC COM
-$995.7K
58,200
-17%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$979.0K
65,501
+3%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$923.8K
13,110
+5%
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$922.4K
27,569
+7%
增持
ORCL
ORACLE CORP COM
+$909.7K
11,465
+0%
增持
CME
CME GROUP INC COM
+$882.5K
58,669
+2%
减持
JPM
JPMORGAN CHASE & CO. COM
+$840.4K
34,896
-8%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$817.4K
326,770
+1%
增持
COST
COSTCO WHSL CORP NEW COM
+$808.4K
11,683
+3%
增持
CRM
SALESFORCE INC COM
+$783.2K
48,634
+5%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$768.3K
47,446
+15%
减持
PWR
QUANTA SVCS INC COM
+$751.3K
18,974
-25%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$740.6K
65,991
+5%
增持
GD
GENERAL DYNAMICS CORP COM
+$696.6K
30,655
+1%
增持
KMI
KINDER MORGAN INC DEL COM
+$692.8K
422,080
+3%
增持
V
VISA INC COM CL A
+$684.9K
55,885
+2%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$681.6K
458,382
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$632.3K
26,690
+2%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$627.9K
1,588
-76%
增持
VCRB
VANGUARD CORE BOND ETF
+$613.8K
48,882
+19%
增持
WMB
WILLIAMS COS INC COM
+$564.0K
128,001
+2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$545.4K
6,548
+6%
减持
PODD
INSULET CORP COM
+$538.7K
34,165
-12%
增持
EWX
SPDR S&P EMERGING MARKETS SMALL CAP ETF
+$532.7K
58,700
+7%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$526.8K
11,148
-17%
增持
PHM
PULTE GROUP INC COM
+$524.1K
68,685
+5%
增持
MA
MASTERCARD INCORPORATED CL A
+$510.9K
20,059
+2%
增持
AMGN
AMGEN INC COM
-$509.7K
21,310
+3%
增持
—
SPDR GOLD SHARES
+$507.3K
4,500
+50%
增持
ZTS
ZOETIS INC CL A
+$504.2K
41,589
+14%
增持
PG
PROCTER AND GAMBLE CO COM
-$449.6K
68,413
+3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$420.1K
17,370
-2%
增持
HAL
HALLIBURTON CO COM
+$412.5K
20,739
+5085%
减持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$388.2K
7,250
-54%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$340.7K
132,759
-0%
增持
OXY
OCCIDENTAL PETE CORP COM
+$332.1K
7,925
+52733%
增持
T
AT&T INC COM
+$317.9K
300,702
+1%
增持
SYK
STRYKER CORPORATION COM
+$311.4K
11,292
+1%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$311.1K
55,990
+6%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$311.0K
4,861
-47%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$301.2K
14,982
+6%
增持
TSLA
TESLA INC COM
+$298.1K
2,864
+21%
增持
XHB
SPDR S&P HOMEBUILDERS ETF
+$291.2K
28,447
+10%
增持
AME
AMETEK INC COM
+$283.6K
22,667
+2%
减持
KLAC
KLA CORP COM NEW
+$281.6K
4,914
-19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$267.5K
2,086
-13%
增持
VICI
VICI PPTYS INC COM
+$254.5K
229,519
+4%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$234.9K
10,614
+46%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$233.7K
102,229
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$233.6K
3,969
+107%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$224.8K
31,303
+45%
清仓
—
SPDR S&P 500 ETF TRUST
-$223.8K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$217.2K
973
-55%
增持
IVV
ISHARES CORE S&P 500 ETF
+$213.7K
2,524
+5%
增持
ROP
ROPER TECHNOLOGIES INC COM
-$203.4K
13,181
+1%
增持
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$201.7K
44,477
+20%
减持
PM
PHILIP MORRIS INTL INC COM
+$200.7K
9,168
-1%
增持
QCOM
QUALCOMM INC COM
+$198.1K
1,970
+162%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$196.6K
1,413
+160%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$194.9K
1,095
+6%
增持
URI
UNITED RENTALS INC COM
+$190.6K
263
+2092%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$186.8K
2,018
+24%
增持
PCAR
PACCAR INC COM
+$184.7K
146,203
+4%
减持
SCHB
SCHWAB U.S. BROAD MARKET ETF
-$184.1K
60,103
-20%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$182.2K
3,627
-2%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$181.9K
963
-50%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$178.0K
12,687
+1%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$167.1K
100,889
+2%
增持
MDLZ
MONDELEZ INTL INC CL A
+$159.1K
109,613
+3%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$155.5K
3,347
+8%
增持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
+$141.7K
8,500
+89%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$140.5K
7,297
+24%
增持
PFE
PFIZER INC COM
+$140.2K
411,159
+6%
减持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
-$138.8K
1,550
-51%
增持
CRWV
COREWEAVE INC COM CL A
+$134.9K
850
+750%
增持
SERV
SERVE ROBOTICS INC COM
+$131.8K
11,975
+1231%
增持
GOOG
ALPHABET INC CAP STK CL C
+$131.7K
5,206
+3%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$130.6K
42,870
+5%
建仓
B
BARRICK MNG CORP COM SHS
+$129.6K
6,224
减持
ABBV
ABBVIE INC COM
-$129.5K
3,843
-4%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$127.1K
2,093
+76%
减持
—
EATON CORP PLC SHS
+$125.5K
2,526
-12%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$124.3K
2,980
-36%
减持
VUG
VANGUARD GROWTH ETF
+$122.3K
2,084
-2%
增持
GILD
GILEAD SCIENCES INC COM
+$121.6K
69,250
+3%
清仓
—
BARRICK GOLD CORP COM
-$121.0K
0
-100%
增持
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$120.8K
5,976
+19%
