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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 6
增持 99
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$42.5M
666,886
+22130%
减持
—
EXXON MOBIL CORP COM
+$39.6M
1,216,193
-12%
增持
ACWI
ISHARES MSCI ACWI ETF
+$14.0M
1,031,925
+13%
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
PRU
PRUDENTIAL FINL INC COM
-$11.7M
2,812
-97%
增持
AVGO
BROADCOM INC COM
+$10.0M
70,682
+107%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$9.4M
422
-96%
增持
ABBV
ABBVIE INC COM
+$8.2M
42,392
+887%
减持
V
VISA INC COM CL A
-$7.9M
51,356
-23%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$7.9M
373
-100%
增持
MCK
MCKESSON CORP COM
+$7.3M
8,569
+7041%
增持
MU
MICRON TECHNOLOGY INC COM
+$7.0M
21,506
+1852%
增持
TGT
TARGET CORP COM
+$5.8M
111,001
+42%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$5.7M
1,545,387
-4%
增持
DTE
DTE ENERGY CO COM
+$5.5M
85,536
+58%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$5.2M
8,376
-92%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$4.9M
61,571
+15488%
增持
VOO
VANGUARD S&P 500 ETF
-$4.6M
250,781
+2%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$4.6M
562,053
+54%
增持
PM
PHILIP MORRIS INTL INC COM
+$4.6M
82,348
+46%
减持
RSPU
INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF
-$4.5M
179
-100%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$4.4M
11,534
+14%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
+$4.2M
1,857,268
+0%
减持
PODD
INSULET CORP COM
-$4.1M
33,752
-15%
增持
EME
EMCOR GROUP INC COM
+$4.1M
15,899
+28%
减持
PCAR
PACCAR INC COM
-$3.9M
104,264
-28%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
-$3.7M
1,099,124
+2%
减持
LMT
LOCKHEED MARTIN CORP COM
-$3.5M
15,384
-42%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$3.5M
71,902
+53%
减持
TEM
TEMPUS AI INC CL A
-$3.4M
343
-99%
增持
QQQM
INVESCO NASDAQ 100 ETF
-$3.4M
266,867
+1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$3.3M
288,730
+5%
减持
PG
PROCTER & GAMBLE CO COM
-$3.1M
58,327
-27%
增持
MSFT
MICROSOFT CORP COM
-$3.1M
73,118
+17%
增持
SPGI
S&P GLOBAL INC COM
-$3.0M
35,493
+2%
增持
KMI
KINDER MORGAN INC DEL COM
+$2.9M
430,811
+2%
增持
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$2.7M
2,060,745
+4%
增持
PWR
QUANTA SVCS INC COM
+$2.5M
19,117
+1%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.4M
1,570,632
+4%
增持
RECS
COLUMBIA RESEARCH ENHANCED CORE ETF
-$2.4M
2,286,664
+2%
增持
AUSF
GLOBAL X ADAPTIVE U.S. FACTOR ETF
+$2.4M
967,641
+1%
减持
WMT
WALMART INC COM
-$2.3M
69,301
-29%
增持
DLR
DIGITAL RLTY TR INC COM
+$2.3M
72,712
+4%
增持
NFLX
NETFLIX INC. COM
+$2.2M
158,657
+14%
增持
INTU
INTUIT COM
-$2.2M
12,026
+7%
增持
AAPL
APPLE INC COM
-$2.2M
134,963
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$2.2M
91,384
+1%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$2.2M
1,218,933
+1%
减持
AMAT
APPLIED MATLS INC COM
-$2.1M
34,376
-36%
增持
META
META PLATFORMS INC CL A
-$2.1M
26,682
+1%
增持
PFE
PFIZER INC COM
+$2.0M
486,519
+3%
减持
HD
HOME DEPOT INC COM
-$1.9M
23,345
-17%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$1.9M
105,762
+4%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$1.9M
9,995
-27%
增持
AMZN
AMAZON COM INC COM
-$1.9M
86,974
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$1.8M
2,398,601
+1%
增持
WMB
WILLIAMS COS INC COM
+$1.8M
129,420
+2%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.8M
101,663
+29%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$1.7M
16,219
-0%
建仓
—
SPDR GOLD TR CLL OPT 04/26 457.0 CAL
+$1.7M
4,000
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$1.7M
43,021
+57%
增持
CME
CME GROUP INC COM
+$1.7M
58,807
+3%
增持
T
AT&T INC COM
+$1.6M
314,736
+5%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$1.5M
528,262
+4%
减持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$1.5M
433,034
-0%
增持
MELI
MERCADOLIBRE INC COM
-$1.4M
5,971
+3%
增持
VEEV
VEEVA SYS INC CL A COM
-$1.3M
34,401
+4%
增持
ADSK
AUTODESK INC COM
-$1.3M
27,321
+3%
增持
MA
MASTERCARD INCORPORATED CL A
-$1.2M
21,739
+3%
清仓
—
NOVO-NORDISK A S
-$1.2M
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
+$1.2M
67,429
+0%
减持
KLAC
KLA CORP COM NEW
+$1.1M
4,800
-2%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$1.0M
722,219
-0%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$977.7K
151,836
+24%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$975.3K
61,784
+20%
增持
ORI
OLD REP INTL CORP COM
-$944.0K
205,457
+3%
增持
ADI
ANALOG DEVICES INC COM
+$915.6K
18,526
+1%
增持
—
MEDTRONIC PLC SHS
-$883.5K
130,401
+3%
增持
LLY
ELI LILLY & CO COM
+$853.0K
12,710
+26%
增持
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
+$837.5K
17,599
+2465%
增持
BLK
BLACKROCK INC COM
+$803.2K
8,718
+23%
增持
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$776.0K
43,384
+5%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$706.0K
602,548
+8%
增持
UBER
UBER TECHNOLOGIES INC COM
-$690.5K
98,047
+3%
增持
D
DOMINION ENERGY INC COM
+$676.2K
138,156
+3%
增持
JPM
JPMORGAN CHASE & CO COM
-$674.6K
36,301
+3%
增持
TSLA
TESLA INC COM
+$630.0K
3,075
+170%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$621.1K
3,814
+657%
减持
CVX
CHEVRON CORPORATION COM
-$612.4K
62,972
-30%
增持
KO
COCA COLA CO COM
+$604.9K
82,344
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$571.5K
9,077
+5%
增持
TFC
TRUIST FINL CORP COM
-$570.1K
259,281
+2%
减持
VUG
VANGUARD GROWTH ETF
-$558.5K
2,760
-24%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$549.4K
10,773
-23%
增持
XEL
XCEL ENERGY INC COM
+$536.3K
63,288
+4%
增持
ORCL
ORACLE CORP COM
-$533.3K
11,790
+1%
清仓
NVDL
GRANITESHARES 2X LONG NVDA DAILY ETF
-$528.1K
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$518.9K
11,800
+4546%
清仓
TGTX
TG THERAPEUTICS INC COM
-$500.0K
0
-100%
增持
AMGN
AMGEN INC COM
+$484.2K
16,995
+1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$447.1K
47,902
+28%
增持
RSG
REPUBLIC SVCS INC COM
+$445.8K
36,915
+2%
建仓
—
ISHARES SILVER TR PUT OPT 12/26 51.0 PUT
+$408.8K
6,000
增持
CSCO
CISCO SYS INC COM
+$406.4K
231,448
+2%
增持
GD
GENERAL DYNAMICS CORP COM
+$394.7K
31,188
+2%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$391.9K
6,982
+2535%
减持
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$382.4K
33,463
-19%
增持
VCRB
VANGUARD CORE BOND ETF
+$362.9K
65,565
+8%
清仓
—
SPDR S&P 500 ETF TR
-$341.0K
0
-100%
减持
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X ETF
-$330.6K
1,000
-89%
建仓
HYMC
HYCROFT MINING HOLDING CORP CL A NEW
+$312.9K
8,890
减持
GLD
SPDR GOLD SHARES
-$312.7K
5,247
-19%
增持
TER
TERADYNE INC COM
+$290.6K
988
+8133%
增持
MO
ALTRIA GROUP INC COM
+$290.4K
33,249
+1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$290.1K
6,008
+27%
增持
AME
AMETEK INC COM
+$287.9K
25,764
+1%
清仓
BHB
BAR HBR BANKSHARES COM
-$287.2K
0
-100%
减持
QCOM
QUALCOMM INC COM
-$277.0K
837
-63%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$270.9K
153
-91%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$267.3K
6,595
+79%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$264.2K
10,841
+48%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$262.2K
3,220
-44%
增持
VICI
VICI PPTYS INC COM
+$259.1K
265,219
+7%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$250.5K
2,709
+79%
增持
PHM
PULTE GROUP INC COM
+$245.9K
59,677
+3%
增持
CAT
CATERPILLAR INC COM
+$228.5K
1,670
+0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$219.1K
24,460
+5%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$216.6K
23,361
-25%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$213.4K
280
-84%
减持
SLV
ISHARES SILVER TRUST
-$202.6K
10,692
-26%
增持
HAL
HALLIBURTON CO COM
+$199.2K
16,942
+4%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$199.2K
17,310
+1%
增持
ROP
ROPER TECHNOLOGIES INC COM
-$198.1K
2,233
+1%
减持
BX
BLACKSTONE INC COM
-$193.8K
3,089
-13%
增持
AMT
AMERICAN TOWER CORP COM
+$192.6K
23,344
+7%
减持
ZION
ZIONS BANCORPORATION NATL ASSN COM
-$192.4K
574
-85%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$191.9K
46,264
+1%
建仓
—
PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL
+$191.4K
23,000
增持
OXY
OCCIDENTAL PETE CORP COM
+$189.5K
7,927
+0%
建仓
—
VENTURE GLOBAL INC CLL OPT 06/26 20.0 CAL
+$189.1K
12,000
减持
PBR/A
PETROLEO BRASILEIRO S A SP ADR NON VTG
+$183.3K
25,000
-1%
减持
ADBE
ADOBE INC COM
-$182.7K
1,689
-0%
增持
PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
+$177.2K
1,125
+800%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$176.9K
27,196
+0%
建仓
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
+$175.2K
3,500
减持
BA
BOEING CO COM
-$174.5K
1,269
-35%
增持
NVO
NOVO-NORDISK A S CLL OPT 01/27 35.0 CAL
+$171.9K
5,841
+595%
增持
RY
ROYAL BK CDA COM
-$171.5K
19,734
+0%
清仓
WCBR
WISDOMTREE CYBERSECURITY FUND
-$170.7K
0
-100%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$167.2K
5,270
+53%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$167.2K
408,780
-4%
