小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 84
减持 61
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
+$82.5M
2,224,366
+1032%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$74.5M
5,108
-99%
建仓
AUSF
GLOBAL X ADAPTIVE U.S. FACTOR ETF
+$43.2M
928,461
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。
减持
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
-$40.1M
1,802
-100%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$10.4M
10,845
+9091%
减持
VOO
VANGUARD S&P 500 ETF
+$10.3M
246,522
-0%
减持
BLK
BLACKROCK INC COM
-$8.5M
7,055
-56%
减持
ACWI
ISHARES MSCI ACWI ETF
+$8.0M
918,205
-1%
增持
DTE
DTE ENERGY CO COM
+$7.7M
54,210
+49182%
增持
AAPL
APPLE INC COM
+$7.4M
146,855
+0%
减持
ZTS
ZOETIS INC CL A
-$6.5M
237
-99%
减持
MET
METLIFE INC COM
-$6.4M
758
-99%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$5.7M
2,378,883
-0%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
+$5.6M
1,079,721
-0%
减持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$5.3M
1,773,273
-0%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$5.3M
1,631,713
+1%
增持
RMD
RESMED INC COM
+$4.8M
17,612
+293433%
增持
INTU
INTUIT COM
+$4.8M
7,105
+9501%
减持
—
EXXON MOBIL CORP COM
+$4.8M
1,379,197
-1%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$4.7M
265,837
-1%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.5M
1,554,910
+3%
增持
—
MEDTRONIC PLC SHS
+$4.5M
127,167
+45%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$4.4M
119,040
-15%
增持
SPGI
S&P GLOBAL INC COM
+$3.9M
36,277
+39%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$3.7M
673
-95%
减持
ROST
ROSS STORES INC COM
-$3.6M
183
-99%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$3.3M
1,926,954
+3%
减持
TFC
TRUIST FINL CORP COM
-$3.3M
257,081
-27%
建仓
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$3.0M
39,411
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$2.9M
724,048
-1%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$2.8M
2,911
-95%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.7M
1,457,522
+3%
增持
SYK
STRYKER CORPORATION COM
+$2.3M
18,350
+63%
增持
PHM
PULTE GROUP INC COM
+$2.2M
71,319
+4%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$2.2M
68,151
-1%
增持
PFE
PFIZER INC COM
+$2.1M
472,644
+15%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$2.1M
10,870
-18%
增持
RSG
REPUBLIC SVCS INC COM
+$2.0M
29,882
+52%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$1.9M
31,070
-70%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$1.9M
489,680
+3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.9M
389,717
+19%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.7M
57,423
-0%
减持
JNJ
JOHNSON & JOHNSON COM
+$1.6M
52,984
-1%
增持
GD
GENERAL DYNAMICS CORP COM
+$1.6M
30,890
+1%
增持
CSCO
CISCO SYS INC COM
+$1.6M
228,902
+13%
增持
MSFT
MICROSOFT CORP COM
+$1.5M
61,343
+1%
增持
MELI
MERCADOLIBRE INC COM
-$1.5M
5,518
+0%
增持
NFLX
NETFLIX INC COM
-$1.4M
12,427
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.4M
27,467
+3%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.2M
24,465
-0%
增持
HD
HOME DEPOT INC COM
+$1.1M
26,821
+1%
增持
LLY
ELI LILLY & CO COM
+$1.1M
10,789
+18%
减持
AMGN
AMGEN INC COM
-$1.1M
17,099
-20%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.1M
11,257
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$1.1M
26,149
+3%
减持
SPG
SIMON PPTY GROUP INC NEW COM
+$1.1M
46,339
-2%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$1.0M
1,938
-95%
增持
LEN
LENNAR CORP CL A
+$1.0M
59,511
+1%
增持
PG
PROCTER AND GAMBLE CO COM
+$995.0K
77,413
+13%
增持
KLAC
KLA CORP COM NEW
+$988.3K
4,998
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$956.6K
35,105
+1%
增持
CRM
SALESFORCE INC COM
+$907.2K
59,786
+23%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$888.6K
48,848
-2%
增持
XEL
XCEL ENERGY INC COM
+$869.2K
59,922
+3%
减持
TGT
TARGET CORP COM
-$854.6K
77,062
-2%
减持
—
SPDR GOLD TR
-$838.3K
1,500
-67%
增持
PWR
QUANTA SVCS INC COM
+$752.9K
19,127
+1%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$712.8K
7,341
+362%
减持
ORCL
ORACLE CORP COM
+$704.5K
11,418
-0%
增持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
+$676.7K
551,599
+2%
减持
CVX
CHEVRON CORP NEW COM
+$674.6K
84,044
-3%
减持
AVGO
BROADCOM INC COM
-$671.7K
28,942
-22%
增持
AME
AMETEK INC COM
+$671.4K
25,389
+12%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$670.2K
64,106
-2%
增持
WMT
WALMART INC COM
+$665.3K
97,719
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$655.8K
13,203
+13%
减持
ORI
OLD REP INTL CORP COM
+$628.7K
205,940
-2%
减持
CME
CME GROUP INC COM
-$625.1K
57,534
-2%
增持
VCRB
VANGUARD CORE BOND ETF
+$616.3K
56,225
+15%
减持
KMI
KINDER MORGAN INC DEL COM
-$598.6K
417,187
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$577.4K
26,576
-2%
增持
GLD
SPDR GOLD SHARES
+$531.6K
6,151
+13%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$521.3K
362,249
+3%
减持
D
DOMINION ENERGY INC COM
+$520.4K
134,567
-1%
增持
BSX
BOSTON SCIENTIFIC CORP COM
-$492.0K
67,562
+2%
增持
UBER
UBER TECHNOLOGIES INC COM
+$476.3K
92,190
+1%
减持
PRU
PRUDENTIAL FINL INC COM
-$475.1K
103,638
-1%
增持
XHB
SPDR S&P HOMEBUILDERS ETF
+$466.2K
29,515
+4%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$463.3K
17,499
+1%
减持
EMR
EMERSON ELEC CO COM
-$449.5K
73,511
-3%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
+$428.4K
99,663
-1%
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$410.9K
28,088
+2%
减持
T
AT&T INC COM
-$407.9K
293,712
-2%
增持
EWX
SPDR S&P EMERGING MARKETS SMALL CAP ETF
+$404.2K
60,118
+2%
增持
TSLA
TESLA INC COM
+$403.5K
2,953
+3%
增持
CMI
CUMMINS INC COM
+$399.3K
961
+4705%
增持
ADI
ANALOG DEVICES INC COM
+$353.1K
28,866
+2%
减持
PCAR
PACCAR INC COM
+$352.6K
144,941
-1%
增持
MDLZ
MONDELEZ INTL INC CL A
+$335.1K
123,697
+13%
减持
AMZN
AMAZON COM INC COM
-$327.8K
85,131
-2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$322.5K
74,659
+3%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$310.6K
41,763
+33%
增持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
+$304.2K
38,154
+4%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$304.0K
8,543
-42%
减持
DLR
DIGITAL RLTY TR INC COM
-$300.7K
69,018
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$296.0K
4,333
+19%
增持
MA
MASTERCARD INCORPORATED CL A
+$289.9K
20,326
+1%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$289.2K
16,576
+26%
建仓
BHB
BAR HBR BANKSHARES COM
+$281.8K
9,250
增持
V
VISA INC COM CL A
-$280.4K
57,302
+3%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$269.7K
426,441
-7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$268.2K
3,991
+418%
增持
IVV
ISHARES CORE S&P 500 ETF
+$247.5K
2,711
+7%
增持
MO
ALTRIA GROUP INC COM
+$246.9K
33,061
+0%
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$216.2K
2,740
减持
VV
VANGUARD LARGE-CAP ETF
-$214.8K
837
-49%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$208.8K
1,676
+7%
减持
PODD
INSULET CORP COM
-$198.9K
34,124
-0%
增持
SNPS
SYNOPSYS INC COM
-$182.5K
13,794
+1%
增持
VUG
VANGUARD GROWTH ETF
+$181.6K
2,283
+10%
增持
PM
PHILIP MORRIS INTL INC COM
-$179.6K
9,188
+0%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$175.5K
3,796
+6227%
减持
ABBV
ABBVIE INC COM
+$167.9K
3,806
-1%
减持
VICI
VICI PPTYS INC COM
-$166.9K
224,329
-2%
增持
KO
COCA COLA CO COM
-$166.4K
65,586
+3%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
+$163.9K
1,349
+332%
减持
GOOG
ALPHABET INC CAP STK CL C
+$158.0K
4,441
-15%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$157.8K
4,978
+25%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$155.8K
515
+63%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$143.1K
1,085
+64%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$140.3K
1,573
+62%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$138.5K
12,209
+15%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$138.4K
12,713
+0%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$135.0K
8,637
+18%
增持
UUUU
ENERGY FUELS INC COM NEW
+$134.7K
8,850
+4325%
增持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$131.6K
41,403
+6%
清仓
—
TESLA INC
-$127.1K
0
-100%
减持
URI
UNITED RENTALS INC COM
-$122.7K
79
-70%
减持
GILD
GILEAD SCIENCES INC COM
-$120.0K
68,088
-2%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$119.8K
849
+53%
减持
SERV
SERVE ROBOTICS INC COM
-$119.0K
1,550
-87%
增持
SLV
ISHARES SILVER TRUST
+$118.6K
11,700
+2%
增持
IAU
ISHARES GOLD TRUST
+$118.0K
11,033
+0%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$117.4K
475
-68%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$114.9K
60,176
+0%
减持
CRWV
COREWEAVE INC COM CL A
-$110.5K
205
-76%
增持
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
+$109.1K
48,531
+9%
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
-$108.9K
3,000
-65%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$105.5K
123,070
-7%
减持
NVDA
NVIDIA CORPORATION COM
-$104.1K
155,984
-16%
