13FBOX
Bogart Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

Bogart Wealth, LLC

No.1391 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$29.18亿
环比变动 Q1 2026
+$3.23亿+12.4%
持仓股票数
2011
新买入
296
加仓
858
减仓
287
清仓
108
持股不变
570
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
6.76%5.77%$1.97亿28.7万股$1.50亿25.1万股+3.7万股+14.59%加仓
IiShares安硕·MSCI ACWI ETFTOK
5.65%5.5%$1.65亿105.0万股$1.43亿103.2万股+1.8万股+1.72%加仓
埃克森美孚XOM
5.64%7.95%$1.64亿120.3万股$2.06亿121.6万股-1.3万股-1.09%减仓
C资本集团股息价值CCBG
4.1%3.93%$1.20亿243.0万股$1.02亿239.9万股+3.1万股+1.30%加仓
V先锋领航·TOTALBND
4.06%4.39%$1.18亿161.4万股$1.14亿154.5万股+6.9万股+4.44%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
3.53%3.56%$1.03亿124.8万股$9,232.2万121.9万股+2.9万股+2.40%加仓
VVictory组合IIJCPB
3.49%3.73%$1.02亿217.3万股$9,689.0万206.1万股+11.2万股+5.44%加仓
CCOLUMBIA ETF TR IRECS
3.47%3.43%$1.01亿233.9万股$8,913.4万228.7万股+5.3万股+2.30%加仓
I景顺·NASDAQ 100 ETFQQQM
2.78%2.44%$8,103.9万26.7万股$6,341.3万26.7万股+615股+0.23%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
2.76%2.85%$8,054.9万171.6万股$7,394.5万157.1万股+14.5万股+9.26%加仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
2.56%2.74%$7,482.6万188.6万股$7,105.9万185.7万股+2.8万股+1.53%加仓
I景顺交易所交易基金信托XLG
2.35%2.31%$6,862.2万112.1万股$5,995.7万109.9万股+2.2万股+1.97%加仓
V先锋领航STAR基金VXUS
2.13%2.15%$6,214.7万72.7万股$5,569.0万72.2万股+4,736股+0.66%加仓
IiShares安硕·7-10YRIEF
1.81%1.94%$5,279.4万55.8万股$5,041.7万52.8万股+3.0万股+5.68%加仓
V先锋领航·FTSEVEA
1.69%1.65%$4,918.7万69.0万股$4,273.4万66.7万股+2.3万股+3.52%加仓
A美国世纪ETF信托AVEM
1.44%1.34%$4,197.7万43.5万股$3,489.4万43.3万股+2,002股+0.46%加仓
苹果AAPL
1.4%1.32%$4,090.9万14.1万股$3,425.2万13.5万股+6,413股+4.75%加仓
英伟达NVDA
1.23%1.14%$3,578.4万17.9万股$2,948.6万16.9万股+9,767股+5.78%加仓
微软MSFT
1.14%1.04%$3,336.1万8.9万股$2,706.6万7.3万股+1.6万股+22.31%加仓
IiShares安硕·COREIJR
1.13%0.03%$3,288.0万22.2万股$68.1万5,479股+21.6万股+3,946.29%加仓
谷歌AGOOGL
1.12%1.01%$3,274.7万9.2万股$2,627.8万9.1万股+249股+0.27%加仓
博通AVGO
0.93%0.84%$2,709.0万7.2万股$2,187.7万7.1万股+1,033股+1.46%加仓
应用材料AMAT
0.85%0.45%$2,492.5万3.4万股$1,175.0万3.4万股+99股+0.29%加仓
阿斯麦ASML
0.79%0.59%$2,303.2万1.2万股$1,523.4万1.2万股+43股+0.37%加仓
J骏利亨德森JAAA
0.77%0.02%$2,247.0万44.5万股$42.2万8,376股+43.7万股+5,213.28%加仓
思科CSCO
0.75%0.69%$2,202.4万18.8万股$1,795.8万23.1万股-4.4万股-18.99%减仓
IIBMIBM
0.73%0.67%$2,128.6万7.6万股$1,742.8万7.2万股+3,793股+5.28%加仓
亚马逊AMZN
0.72%0.7%$2,088.6万8.8万股$1,811.4万8.7万股+655股+0.75%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.7%0.68%$2,030.7万60.0万股$1,755.2万60.3万股-2,459股-0.41%减仓
美光科技MU
0.66%0.28%$1,933.9万1.7万股$726.6万2.2万股-4,752股-22.10%减仓
PALO ALTOPANW
0.64%0.63%$1,855.0万5.4万股$1,629.9万10.2万股-4.7万股-46.49%减仓
I景顺QQQ信托VOO
0.64%0.54%$1,853.0万2.5万股$1,411.8万2.4万股+703股+2.87%加仓
VisaV
0.62%0.6%$1,807.8万5.3万股$1,552.2万5.1万股+1,337股+2.60%加仓
芝加哥商品交易所CME
0.56%0.67%$1,643.3万7.4万股$1,736.9万5.9万股+1.6万股+26.54%加仓
PPNC FINL SVCS COMVXF
0.56%0.51%$1,640.4万6.7万股$1,324.9万6.4万股+2,953股+4.64%加仓
NETFLIXNFLX
0.55%0.59%$1,609.8万22.5万股$1,525.5万15.9万股+6.7万股+42.11%加仓
杜克能源DUK
0.55%0.53%$1,593.5万12.6万股$1,384.8万10.6万股+2.0万股+19.03%加仓
礼来LLY
0.53%0.45%$1,551.6万1.3万股$1,169.0万1.3万股+226股+1.78%加仓
PHILIP MORRIS INTLPM
0.53%0.52%$1,550.3万8.6万股$1,361.5万8.2万股+3,346股+4.06%加仓
慧与HPEHPE
0.52%0.52%$1,511.0万33.5万股$1,338.2万56.2万股-22.7万股-40.41%减仓
TARGET COMTGT
0.52%0.52%$1,505.6万11.5万股$1,345.3万11.1万股+4,272股+3.85%加仓
标普全球SPGI
0.51%0.58%$1,494.2万3.7万股$1,509.6万3.5万股+1,197股+3.37%加仓
帕卡PCAR
0.51%0.46%$1,491.4万12.4万股$1,204.2万10.4万股+2.0万股+19.08%加仓
台积电TSM
0.5%0.02%$1,472.8万3.1万股$54.7万1,620股+2.9万股+1,803.70%加仓
美敦力MDT
0.49%0.44%$1,428.4万18.3万股$1,129.9万13.0万股+5.2万股+40.02%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.49%0.48%$1,426.7万41.0万股$1,246.8万40.9万股+1,083股+0.26%加仓
KINDER MORGAN DEL COMKMI
0.49%0.56%$1,426.1万44.6万股$1,444.5万43.1万股+1.5万股+3.54%加仓
万事达MA
0.47%0.42%$1,381.4万2.7万股$1,086.2万2.2万股+5,157股+23.72%加仓
福泰制药VRTX
0.47%0.47%$1,376.1万2.8万股$1,214.4万2.7万股+507股+1.86%加仓
DTE ENERGY COMDTE
0.47%0.48%$1,363.8万9.0万股$1,250.7万8.6万股+3,970股+4.64%加仓

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