13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001715740
申报总市值
US$29.2亿
US$29.2亿
1344 檔
19.5%
在 Q4 2024 申报期间，Bogart Wealth, LLC（CIK: 0001715740）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$29.2亿，共持有 1344 个公开申报仓位。
在 Q4 2024，Bogart Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 27 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bogart Wealth, LLC 的前 5 大核心持股（包含 XOM, VOO, QUAL 等）合计占整体申报市值的 19.5%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1344 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | 股票-能源 | 6.80% | -7.95% | EXIT | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.21% | +0.99% | +0.18% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.06% | — | -2.35% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 4.97% | -0.33% | +3.09% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 4.00% | +0.34% | +189.37% | |
| 6 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 3.85% | +0.15% | -1.04% | |
| 7 | UITB | Victoryshares Core Intermedi | ETF-其他 | 3.84% | -0.24% | +36.86% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.90% | -0.13% | +5.51% | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.55% | -0.18% | +0.22% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.44% | — | -0.84% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 2.27% | -0.03% | +10.64% | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.07% | -0.09% | +6.33% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.06% | +0.17% | -0.62% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.04% | -0.02% | +1.41% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.87% | — | +0.93% | |
| 16 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 1.82% | — | -0.61% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.63% | +0.75% | -33.77% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.52% | +0.08% | +1.94% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.31% | +0.10% | +5.86% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | +0.11% | +14.15% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.89% | +0.02% | +2.76% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.86% | +0.02% | +1.42% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.09% | +0.65% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.75% | -0.02% | -1.42% | |
| 25 | CME | Cme Group Inc | 股票-金融 | 0.71% | -0.11% | -0.84% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.69% | -0.14% | +2.87% | |
| 27 | PCAR | Paccar Inc | 股票-工业 | 0.68% | +0.05% | -1.15% | |
| 28 | TFC | Truist Financial CORP | 股票-金融 | 0.68% | — | +97.91% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.67% | — | -9.95% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | +0.02% | +299.67% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.64% | +0.01% | +102.34% | |
| 32 | NFLX | Netflix Inc | 股票-通信服务 | 0.64% | -0.04% | -20.56% | |
| 33 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.57% | -0.04% | -1.32% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | +0.06% | -0.45% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.56% | +0.01% | +200.78% | |
| 36 | T | At&t Inc | 股票-通信服务 | 0.56% | -0.04% | -1.02% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.10% | +1.73% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.13% | -1.28% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | +0.03% | +0.88% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | +0.06% | -25.76% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.51% | +0.05% | -0.21% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事业 | 0.49% | +0.02% | +1.18% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.48% | +0.05% | +4.53% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.48% | +0.02% | -24.70% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | +0.09% | -52.49% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | -0.06% | +4.33% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.48% | -0.05% | -1.71% | |
| 48 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.46% | — | -1.31% | |
| 49 | PFE | Pfizer Inc | 股票-医疗保健 | 0.46% | -0.11% | +52.76% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工业 | 0.46% | -0.01% | +1.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +2.7% | +189.37% | 加仓 |
| 2 | UITB | Victoryshares Core Intermedi | +0.9% | +36.86% | 加仓 |
| 3 | TFC | Truist Financial CORP | +0.3% | +97.91% | 加仓 |
| 4 | VZ | Verizon Communications Inc | +0.3% | +961.28% | 加仓 |
| 5 | PODD | Insulet CORP | +0.3% | NEW | 新建仓 |
| 6 | SNPS | Synopsys Inc | +0.3% | NEW | 新建仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +14.15% | 加仓 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +0.18% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.1% | +1.42% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +2.76% | 加仓 |
| 11 | AAPL | Apple Inc | +0.1% | +1.94% | 加仓 |
| 12 | PFE | Pfizer Inc | +0.1% | +52.76% | 加仓 |
| 13 | EW | Edwards Lifesciences CORP | +0.1% | +38.23% | 加仓 |
| 14 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +59.32% | 加仓 |
| 15 | SHOP | Shopify Inc - Class A | +0.1% | -2.48% | 减仓 |
| 16 | GD | General Dynamics CORP | +0.1% | +48.93% | 加仓 |
| 17 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | +0.65% | 加仓 |
| 19 | CRM | Salesforce Inc | +0.1% | -9.95% | 减仓 |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -0.45% | 减仓 |
| 21 | WMB | Williams Cos Inc | +0.1% | -2.59% | 减仓 |
| 22 | MA | Mastercard Inc - A | +0.1% | +4.53% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -1.27% | 减仓 |
| 24 | MSFT | Microsoft CORP | +0.1% | +5.86% | 加仓 |
| 25 | PANW | Palo Alto Networks Inc | 0% | +102.34% | 加仓 |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +10.64% | 加仓 |
| 27 | SCHF | Schwab Intl Equity ETF | -0.1% | +98.62% | 加仓 |
| 28 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | -50.29% | 减仓 |
| 29 | BND | Vanguard Total Bond Market | -0.1% | +3.09% | 加仓 |
| 30 | PEP | Pepsico Inc | -0.1% | -1.31% | 减仓 |
| 31 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | +0.93% | 加仓 |
| 32 | FLQM | Franklin U.s. Mid Cap Multif | -0.1% | -0.61% | 减仓 |
| 33 | AMGN | Amgen Inc | -0.1% | +0.37% | 加仓 |
| 34 | CGDV | Cap Group Dividend Value | -0.1% | -0.62% | 减仓 |
| 35 | DGRO | Ishares Core Dividend Growth | -0.1% | -0.84% | 减仓 |
| 36 | MELI | Mercadolibre Inc | -0.1% | +3.27% | 加仓 |
| 37 | HD | Home Depot Inc | -0.1% | -10.53% | 减仓 |
| 38 | LMT | Lockheed Martin CORP | -0.1% | +1.03% | 加仓 |
| 39 | ACWI | Ishares Msci Acwi ETF | -0.1% | -1.04% | 减仓 |
| 40 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -2.35% | 减仓 |
| 41 | VXUS | Vanguard Total Intl Stock | -0.2% | +1.41% | 加仓 |
| 42 | IBM | Intl Business Machines CORP | -0.2% | -25.76% | 减仓 |
| 43 | CAT | Caterpillar Inc | -0.2% | -24.70% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | -0.3% | +4.95% | 加仓 |
| 45 | AVGO | Broadcom Inc | -0.3% | -52.49% | 减仓 |
| 46 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.3% | +0.22% | 加仓 |
| 47 | MCD | Mcdonald's CORP | -0.3% | -92.73% | 减仓 |
| 48 | IQV | Iqvia Holdings Inc | -0.4% | -99.74% | 减仓 |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | -0.8% | -33.77% | 减仓 |
| 50 | IQLT | Ishares Msci International Q | -3% | -99.72% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bogart Wealth, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$29.2亿，共申报了 1344 个公开持股仓位。
在 Q4 2024 季度，Bogart Wealth, LLC 按市值排列的前三大核心持股分别为：XOM (6.8%)、VOO (6.2%)、QUAL (5.1%)。其中最大持股仓位 XOM 占据整体投资组合约 6.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
PODD
市值: US$617.0万
本季最大获利了结 / 清仓标的
QUAL
前期市值: US$1.1亿
在 Q4 2024 季度中，Bogart Wealth, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 27 个仓位、减仓 20 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 PODD。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。