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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 79
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$33.4M
433,802
减持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
-$29.8M
1,204,109
-26%
减持
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
-$25.9M
41,804
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。
-92%
减持
CRM
SALESFORCE INC COM
-$13.9M
892
-99%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$12.8M
111,405
-69%
增持
—
EXXON MOBIL CORP COM
+$11.2M
1,385,337
+0%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$8.7M
364,010
+73736%
增持
ADSK
AUTODESK INC COM
+$7.8M
26,517
+27522%
减持
MDLZ
MONDELEZ INTL INC CL A
-$7.7M
1,405
-99%
增持
EME
EMCOR GROUP INC COM
+$7.6M
12,463
+44411%
增持
PM
PHILIP MORRIS INTL INC COM
+$7.5M
56,230
+512%
减持
LEN
LENNAR CORP CL A
-$7.5M
8
-100%
增持
VEEV
VEEVA SYS INC CL A COM
+$7.3M
33,035
+33269%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$7.2M
21,850
-62%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$5.0M
8,686
+10240%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$4.4M
2,220
-80%
清仓
EWX
SPDR S&P EMERGING MARKETS SMALL CAP ETF
-$4.0M
0
-100%
增持
V
VISA INC COM CL A
+$3.9M
66,865
+17%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$3.9M
2,379,570
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$3.8M
1,612,951
+4%
减持
VOO
VANGUARD S&P 500 ETF
+$3.5M
246,361
-0%
增持
TEM
TEMPUS AI INC CL A
+$3.4M
58,430
+365088%
减持
XHB
STATE STREET SPDR S&P HOMEBUILDERS ETF
-$3.3M
112
-100%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$2.7M
1,854,014
+5%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$2.7M
1,989,827
+3%
减持
PHM
PULTE GROUP INC COM
-$2.7M
57,758
-19%
减持
LLY
ELI LILLY & CO COM
+$2.6M
10,084
-7%
增持
INTU
INTUIT COM
+$2.6M
11,212
+58%
增持
AVGO
BROADCOM INC COM
+$2.3M
34,217
+18%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.2M
1,510,882
+4%
减持
ADI
ANALOG DEVICES INC COM
-$2.1M
18,356
-36%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$2.1M
27,177
+4%
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$2.1M
41,307
+47%
减持
CSCO
CISCO SYS INC COM
+$1.9M
227,855
-0%
增持
NFLX
NETFLIX INC COM
-$1.9M
138,865
+1017%
减持
ACWI
ISHARES MSCI ACWI ETF
+$1.8M
910,093
-1%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$1.8M
51,588
-24%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$1.8M
16,242
-2%
增持
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
+$1.8M
2,241,186
+1%
增持
PCAR
PACCAR INC COM
+$1.7M
145,456
+0%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$1.6M
508,270
+4%
增持
MSFT
MICROSOFT CORP COM
-$1.6M
62,368
+2%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
+$1.6M
1,074,337
-0%
增持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
+$1.6M
60,190
+58%
减持
AMAT
APPLIED MATLS INC COM
+$1.5M
54,070
-11%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.5M
724,739
+0%
增持
META
META PLATFORMS INC CL A
+$1.4M
26,362
+21%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$1.3M
82,989
+23%
增持
KO
COCA COLA CO COM
+$1.3M
80,923
+23%
增持
UBER
UBER TECHNOLOGIES INC COM
-$1.3M
94,762
+3%
增持
AMZN
AMAZON COM INC COM
+$1.3M
86,539
+2%
增持
PRU
PRUDENTIAL FINL INC COM
+$1.3M
106,434
+3%
增持
HD
HOME DEPOT INC COM
-$1.2M
27,968
+4%
减持
SJNK
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
-$1.2M
270
-99%
增持
AUSF
GLOBAL X ADAPTIVE U.S. FACTOR ETF
+$1.2M
957,324
+3%
建仓
—
NOVO-NORDISK A S
+$1.2M
12,500
增持
MELI
MERCADOLIBRE INC COM
-$1.2M
5,825
+6%
增持
DLR
DIGITAL RLTY TR INC COM
-$1.1M
69,857
+1%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$1.1M
264,134
-1%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$965.2K
275,794
-1%
增持
ORCL
ORACLE CORP COM
-$943.5K
11,634
+2%
减持
AAPL
APPLE INC COM
-$915.6K
134,180
-9%
减持
LMT
LOCKHEED MARTIN CORP COM
-$909.5K
26,469
-4%
增持
WMT
WALMART INC COM
+$855.7K
98,076
+0%
增持
T
AT&T INC COM
-$816.9K
301,029
+2%
减持
TSLA
TESLA INC COM
-$800.1K
1,141
-61%
增持
RSG
REPUBLIC SVCS INC COM
+$782.0K
36,046
+21%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$760.7K
27,366
+3%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$750.7K
11,053
-2%
增持
TGT
TARGET CORP COM
+$737.0K
78,255
+2%
减持
TFC
TRUIST FINL CORP COM
+$735.5K
253,794
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$731.9K
51,009
-4%
增持
PODD
INSULET CORP COM
+$692.1K
39,499
+16%
减持
DTE
DTE ENERGY CO COM
-$690.6K
54,088
-0%
减持
GILD
GILEAD SCIENCES INC COM
+$684.6K
67,154
-1%
减持
AMGN
AMGEN INC COM
+$669.9K
16,789
-2%
增持
VUG
VANGUARD GROWTH ETF
+$668.8K
3,616
+58%
增持
PANW
PALO ALTO NETWORKS INC COM
-$655.8K
78,970
+6%
增持
BLK
BLACKROCK INC COM
-$643.7K
7,083
+0%
增持
CVX
CHEVRON CORP NEW COM
+$590.1K
89,503
+6%
增持
SPY
SPDR S&P 500 ETF TRUST
+$556.9K
1,784
+80%
减持
KLAC
KLA CORP COM NEW
+$552.1K
4,891
-2%
增持
NVDA
NVIDIA CORPORATION COM
+$548.6K
158,993
+2%
增持
MA
MASTERCARD INCORPORATED CL A
+$534.3K
21,188
+4%
清仓
—
SPDR GOLD TR
-$533.4K
0
-100%
建仓
NVDL
GRANITESHARES 2X LONG NVDA DAILY ETF
+$528.1K
6,000
建仓
TGTX
TG THERAPEUTICS INC COM
+$500.0K
16,774
减持
GOOGL
ALPHABET INC CAP STK CL A
-$497.9K
90,865
-24%
增持
RMD
RESMED INC COM
-$480.9K
18,018
+2%
减持
SPGI
S&P GLOBAL INC COM
+$471.4K
34,688
-4%
增持
AME
AMETEK INC COM
+$461.7K
25,497
+0%
增持
SNPS
SYNOPSYS INC COM
+$437.7K
15,421
+12%
增持
SLV
ISHARES SILVER TRUST
+$435.5K
14,455
+24%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$417.1K
101,665
+2%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$412.1K
1,273
+147%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$399.9K
28,746
-32%
减持
ORI
OLD REP INTL CORP COM
+$395.5K
200,302
-3%
增持
GLD
SPDR GOLD SHARES
+$384.0K
6,486
+5%
增持
WMB
WILLIAMS COS INC COM
-$371.2K
127,149
+1%
增持
PG
PROCTER & GAMBLE CO COM
-$370.4K
80,413
+4%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$369.5K
63,481
-1%
减持
D
DOMINION ENERGY INC COM
-$366.8K
134,232
-0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$350.8K
23,339
-5%
增持
COST
COSTCO WHOLESALE CORPORATION COM
-$346.5K
13,771
+4%
增持
XEL
XCEL ENERGY INC COM
-$341.4K
60,808
+1%
建仓
—
SPDR S&P 500 ETF TR
+$341.0K
500
减持
PFE
PFIZER INC COM
-$334.9K
470,203
-1%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$328.8K
14,664
+15%
增持
VICI
VICI PPTYS INC COM
-$328.7K
248,458
+11%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$323.8K
3,372
-34%
减持
—
ASML HOLDING N V N Y REGISTRY SHS
+$313.1K
10,106
-7%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$306.2K
19,416
-47%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$302.6K
1,617
+3134%
增持
VCRB
VANGUARD CORE BOND ETF
+$301.9K
60,473
+8%
减持
SHEL
SHELL PLC SPON ADS
-$297.3K
7,536
-37%
减持
MO
ALTRIA GROUP INC COM
-$280.3K
33,017
-0%
增持
JPM
JPMORGAN CHASE & CO. COM
+$279.5K
35,233
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$278.8K
4,335
-2%
增持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
+$274.0K
9,005
+200%
增持
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$263.4K
4,423
+81%
减持
—
EATON CORP PLC SHS
-$261.6K
2,155
-15%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$258.8K
45,582
-2%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$248.4K
559,724
-1%
减持
SPYD
STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
-$248.0K
1,642
-77%
增持
FLCB
FRANKLIN U.S CORE BOND ETF
+$240.3K
185,092
+7%
增持
MRK
MERCK & CO INC COM
+$237.2K
7,180
+16%
增持
KMI
KINDER MORGAN INC DEL COM
-$229.5K
421,283
+1%
减持
GD
GENERAL DYNAMICS CORP COM
-$223.9K
30,623
-1%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$221.2K
426,712
+0%
减持
OKE
ONEOK INC NEW COM
-$217.2K
1,094
-73%
增持
VRT
VERTIV HOLDINGS CO COM CL A
+$211.9K
1,750
+268%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$210.9K
6,563
-24%
减持
BHF
BRIGHTHOUSE FINL INC COM
-$210.3K
113
-100%
增持
ZION
ZIONS BANCORPORATION N A COM
+$207.2K
3,851
+1092%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$199.6K
5,750
-22%
清仓
LTPZ
PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND
-$194.0K
0
-100%
增持
EMR
EMERSON ELEC CO COM
+$184.6K
74,049
+1%
增持
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$183.7K
4,858
+77%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$178.2K
384,809
-1%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$175.4K
60
-98%
增持
MU
MICRON TECHNOLOGY INC COM
+$168.8K
1,102
+27%
建仓
LIDR
AEYE INC CL A NEW
+$165.6K
90,000
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$158.2K
47,065
-4%
建仓
USPX
FRANKLIN U.S. EQUITY INDEX ETF
+$152.0K
2,543
建仓
OCSL
OAKTREE SPECIALTY LENDING CORP COM
+$149.1K
11,706
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$148.9K
3,554
-27%
增持
BNS
BANK NOVA SCOTIA HALIFAX COM
+$145.0K
13,694
+2%
减持
CAT
CATERPILLAR INC COM
+$134.7K
1,666
-3%
增持
SYK
STRYKER CORPORATION COM
-$134.2K
18,918
+3%
增持
SCHP
SCHWAB US TIPS ETF
+$129.6K
5,860
+516%
