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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $2.06亿 | 7.95% | 1,216,193 | -169,144 | -12.2% | -$2,869.70万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $1.50亿 | 5.77% | 250,781 | 4,420 | 1.8% | $264.12万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.43亿 | 5.50% | 1,031,925 | 121,832 | 13.4% | $1,685.79万 | 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 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1.02亿 | 3.93% | 2,398,601 | 19,031 | 0.8% | $80.96万 | 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 |
| 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 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $8,913.42万 | 3.43% | 2,286,664 | 45,478 | 2.0% | $177.27万 | 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 |
| 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 |
| QQQM | INVESCO NASDAQ 100 ETF | $6,341.28万 | 2.44% | 266,867 | 2,733 | 1.0% | $64.94万 | 加仓 |
| 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 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5,569.03万 | 2.15% | 722,219 | -2,520 | -0.3% | -$19.43万 | 减仓 |
| 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 |
| 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 |
| 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 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $3,489.39万 | 1.34% | 433,034 | -768 | -0.2% | -$6.19万 | 减仓 |
| AAPL | APPLE INC COM | $3,425.22万 | 1.32% | 134,963 | 783 | 0.6% | $19.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,948.62万 | 1.14% | 169,072 | 10,079 | 6.3% | $175.78万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,706.60万 | 1.04% | 73,118 | 10,750 | 17.2% | $397.93万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,627.84万 | 1.01% | 91,384 | 519 | 0.6% | $14.92万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,187.69万 | 0.84% | 70,682 | 36,465 | 106.6% | $1,128.64万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,811.40万 | 0.70% | 86,974 | 435 | 0.5% | $9.06万 | 加仓 |
| CSCO | CISCO SYS INC COM | $1,795.80万 | 0.69% | 231,448 | 3,593 | 1.6% | $27.88万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1,755.22万 | 0.68% | 602,548 | 42,824 | 7.7% | $124.75万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1,742.82万 | 0.67% | 71,902 | 24,837 | 52.8% | $602.02万 | 加仓 |
| CME | CME GROUP INC COM | $1,736.85万 | 0.67% | 58,807 | 1,435 | 2.5% | $42.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,629.86万 | 0.63% | 101,663 | 22,693 | 28.7% | $363.81万 | 加仓 |
| V | VISA INC COM CL A | $1,552.19万 | 0.60% | 51,356 | -15,509 | -23.2% | -$468.75万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,526.55万 | 0.59% | 26,682 | 320 | 1.2% | $18.31万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,525.49万 | 0.59% | 158,657 | 19,792 | 14.3% | $190.30万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,523.45万 | 0.59% | 11,534 | 1,428 | 14.1% | $188.61万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $1,509.64万 | 0.58% | 35,493 | 805 | 2.3% | $34.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,449.43万 | 0.56% | 288,730 | 12,936 | 4.7% | $64.94万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1,444.51万 | 0.56% | 430,811 | 9,528 | 2.3% | $31.95万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,411.81万 | 0.54% | 24,460 | 1,121 | 4.8% | $64.70万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,384.84万 | 0.53% | 105,762 | 4,097 | 4.0% | $53.65万 | 加仓 |
| PFE | PFIZER INC COM | $1,366.14万 | 0.53% | 486,519 | 16,316 | 3.5% | $45.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,361.54万 | 0.52% | 82,348 | 26,118 | 46.4% | $431.84万 | 加仓 |
| TGT | TARGET CORP COM | $1,345.33万 | 0.52% | 111,001 | 32,746 | 41.8% | $396.88万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,338.25万 | 0.52% | 562,053 | 198,043 | 54.4% | $471.54万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1,324.91万 | 0.51% | 63,670 | 189 | 0.3% | $3.93万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1,310.35万 | 0.50% | 72,712 | 2,855 | 4.1% | $51.45万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,302.88万 | 0.50% | 62,972 | -26,531 | -29.6% | -$548.92万 | 减仓 |
| DTE | DTE ENERGY CO COM | $1,250.70万 | 0.48% | 85,536 | 31,448 | 58.1% | $459.83万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1,246.78万 | 0.48% | 408,780 | -17,932 | -4.2% | -$54.69万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1,214.41万 | 0.47% | 27,196 | 19 | 0.1% | $8,484 | 加仓 |
| PCAR | PACCAR INC COM | $1,204.25万 | 0.46% | 104,264 | -41,192 | -28.3% | -$475.77万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $1,191.92万 | 0.46% | 259,281 | 5,487 | 2.2% | $25.22万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1,174.95万 | 0.45% | 34,376 | -19,694 | -36.4% | -$673.13万 | 减仓 |
| EME | EMCOR GROUP INC COM | $1,173.84万 | 0.45% | 15,899 | 3,436 | 27.6% | $253.68万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,169.05万 | 0.45% | 12,710 | 2,626 | 26.0% | $241.54万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,129.92万 | 0.44% | 130,401 | 3,577 | 2.8% | $30.99万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,086.19万 | 0.42% | 21,739 | 551 | 2.6% | $27.53万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,070.43万 | 0.41% | 31,188 | 565 | 1.8% | $19.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,067.82万 | 0.41% | 36,301 | 1,068 | 3.0% | $31.42万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1,049.57万 | 0.40% | 19,117 | 251 | 1.3% | $13.78万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,040.01万 | 0.40% | 42,547 | -8,462 | -16.6% | -$206.84万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $1,032.40万 | 0.40% | 5,971 | 146 | 2.5% | $25.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $995.92万 | 0.38% | 9,995 | -3,776 | -27.4% | -$376.25万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $988.43万 | 0.38% | 75,441 | 1,392 | 1.9% | $18.24万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $941.92万 | 0.36% | 129,420 | 2,271 | 1.8% | $16.53万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $939.76万 | 0.36% | 67,429 | 275 | 0.4% | $3.83万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $929.78万 | 0.36% | 15,384 | -11,085 | -41.9% | -$669.95万 | 减仓 |
| ABBV | ABBVIE INC COM | $921.99万 | 0.36% | 42,392 | 38,099 | 887.5% | $828.62万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $915.53万 | 0.35% | 369,910 | -14,899 | -3.9% | -$36.88万 | 减仓 |
| T | AT&T INC COM | $912.42万 | 0.35% | 314,736 | 13,707 | 4.6% | $39.74万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $874.11万 | 0.34% | 43,021 | 15,655 | 57.2% | $318.08万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $862.96万 | 0.33% | 46,264 | 682 | 1.5% | $12.72万 | 加仓 |
| WMT | WALMART INC COM | $861.27万 | 0.33% | 69,301 | -28,775 | -29.3% | -$357.62万 | 减仓 |
| D | DOMINION ENERGY INC COM | $854.08万 | 0.33% | 138,156 | 3,924 | 2.9% | $24.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $842.48万 | 0.32% | 58,327 | -22,086 | -27.5% | -$319.01万 | 减仓 |
| BLK | BLACKROCK INC COM | $838.43万 | 0.32% | 8,718 | 1,635 | 23.1% | $157.24万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $819.77万 | 0.32% | 205,457 | 5,155 | 2.6% | $20.57万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $808.51万 | 0.31% | 36,915 | 869 | 2.4% | $19.03万 | 加仓 |
| HD | HOME DEPOT INC COM | $767.79万 | 0.30% | 23,345 | -4,623 | -16.5% | -$152.04万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $747.68万 | 0.29% | 16,219 | -23 | -0.1% | -$1.06万 | 减仓 |
| MCK | MCKESSON CORP COM | $741.53万 | 0.29% | 8,569 | 8,449 | 7,040.8% | $731.14万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $732.93万 | 0.28% | 18,486 | 3,065 | 19.9% | $121.52万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $732.88万 | 0.28% | 61,784 | 10,196 | 19.8% | $120.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $726.56万 | 0.28% | 21,506 | 20,404 | 1,851.5% | $689.33万 | 加仓 |
| VICI | VICI PPTYS INC COM | $724.58万 | 0.28% | 265,219 | 16,761 | 6.7% | $45.79万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $709.68万 | 0.27% | 43,384 | 2,077 | 5.0% | $33.98万 | 加仓 |
| PODD | INSULET CORP COM | $708.25万 | 0.27% | 33,752 | -5,747 | -14.5% | -$120.60万 | 减仓 |
| KLAC | KLA CORP COM NEW | $706.71万 | 0.27% | 4,800 | -91 | -1.9% | -$13.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $705.25万 | 0.27% | 98,047 | 3,285 | 3.5% | $23.63万 | 加仓 |
| PHM | PULTE GROUP INC COM | $701.86万 | 0.27% | 59,677 | 1,919 | 3.3% | $22.57万 | 加仓 |
| ADSK | AUTODESK INC COM | $654.06万 | 0.25% | 27,321 | 804 | 3.0% | $19.25万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $652.22万 | 0.25% | 19,849 | 931 | 4.9% | $30.59万 | 加仓 |
| KO | COCA COLA CO COM | $626.23万 | 0.24% | 82,344 | 1,421 | 1.8% | $10.81万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $604.29万 | 0.23% | 34,401 | 1,366 | 4.1% | $24.00万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $600.49万 | 0.23% | 258,607 | 8,622 | 3.4% | $20.02万 | 加仓 |
| AMGN | AMGEN INC COM | $597.96万 | 0.23% | 16,995 | 206 | 1.2% | $7.25万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $589.39万 | 0.23% | 18,526 | 170 | 0.9% | $5.41万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $555.34万 | 0.21% | 17,310 | 152 | 0.9% | $4.88万 | 加仓 |
| AME | AMETEK INC COM | $552.27万 | 0.21% | 25,764 | 267 | 1.0% | $5.72万 | 加仓 |
| INTU | INTUIT COM | $519.97万 | 0.20% | 12,026 | 814 | 7.3% | $35.19万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $507.34万 | 0.20% | 65,565 | 5,092 | 8.4% | $39.40万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $502.76万 | 0.19% | 63,288 | 2,480 | 4.1% | $19.70万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $500.30万 | 0.19% | 151,836 | 28,927 | 23.5% | $95.31万 | 加仓 |