Bogart Wealth, LLC
MCLEAN VA · SEC CIK 0001715740
$25.95亿2026Q1 申报市值
1,825持仓数
43.9%前十大占比 · 第一大 8.0%
301 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$4,254.18万
ACWI 加仓+$1,685.79万
AVGO 加仓+$1,128.64万
ABBV 加仓+$828.62万
MCK 加仓+$731.14万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$2,869.70万
PRU 减仓-$1,012.32万
GS 减仓-$899.98万
AMAT 减仓-$673.13万
LMT 减仓-$669.95万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $3,489.39万 | 1.34% | 433,034 | -768 | -0.2% | -$6.19万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,273.40万 | 1.65% | 666,886 | 663,886 | 22,129.5% | $4,254.18万 | 加仓 |
| AUSF | GLOBAL X ADAPTIVE U.S. FACTOR ETF | $4,678.54万 | 1.80% | 967,641 | 10,317 | 1.1% | $49.88万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $5,041.73万 | 1.94% | 528,262 | 19,992 | 3.9% | $190.80万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5,569.03万 | 2.15% | 722,219 | -2,520 | -0.3% | -$19.43万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $5,995.72万 | 2.31% | 1,099,124 | 24,787 | 2.3% | $135.21万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $6,341.28万 | 2.44% | 266,867 | 2,733 | 1.0% | $64.94万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $7,105.91万 | 2.74% | 1,857,268 | 3,254 | 0.2% | $12.45万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $7,394.54万 | 2.85% | 1,570,632 | 59,750 | 4.0% | $281.30万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $8,913.42万 | 3.43% | 2,286,664 | 45,478 | 2.0% | $177.27万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $9,232.20万 | 3.56% | 1,218,933 | 14,824 | 1.2% | $112.28万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $9,689.00万 | 3.73% | 2,060,745 | 70,918 | 3.6% | $333.44万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1.02亿 | 3.93% | 2,398,601 | 19,031 | 0.8% | $80.96万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.14亿 | 4.39% | 1,545,387 | -67,564 | -4.2% | -$497.54万 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.43亿 | 5.50% | 1,031,925 | 121,832 | 13.4% | $1,685.79万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1.50亿 | 5.77% | 250,781 | 4,420 | 1.8% | $264.12万 | 加仓 |
| — | EXXON MOBIL CORP COM | $2.06亿 | 7.95% | 1,216,193 | -169,144 | -12.2% | -$2,869.70万 | 减仓 |