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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001715740
申报总市值
US$29.2亿
US$29.2亿
1823 檔
24.5%
在 Q1 2026 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 1823 个公开申报仓位。
在 Q1 2026，Bogart Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 128 个既有持股进行加仓（合计增持 141 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, ACWI 等）合计占整体申报市值的 24.5%，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 1823 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 | 7.95% | -7.95% | EXIT | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.77% | +0.99% | +1.79% | |
| 3 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 5.50% | +0.15% | +13.39% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 4.39% | -0.33% | -4.19% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-其他 | 3.93% | +0.17% | +0.80% | |
| 6 | UITB | Victoryshares Core Intermedi | ETF-其他 | 3.73% | -0.24% | +3.56% | |
| 7 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 3.56% | -0.03% | +1.23% | |
| 8 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 3.43% | +0.04% | +2.03% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.85% | -0.09% | +3.95% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 2.74% | -0.18% | +0.18% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.44% | +0.34% | +1.03% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股与成长 | 2.31% | +0.04% | +2.31% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.15% | -0.02% | -0.35% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.94% | -0.13% | +3.93% | |
| 15 | AUSF | Global X Adaptive US Factor | ETF-其他 | 1.80% | -1.79% | +1.08% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.65% | +0.04% | +22129.53% | |
| 17 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.34% | +0.10% | -0.18% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.32% | +0.08% | +0.58% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.14% | +0.09% | +6.34% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | +0.10% | +17.24% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.01% | +0.11% | +0.57% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.09% | +106.57% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.70% | +0.02% | +0.50% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.69% | +0.06% | +1.58% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | +0.02% | +7.65% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.06% | +52.77% | |
| 27 | CME | Cme Group Inc | 股票-金融 | 0.67% | -0.11% | +2.50% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +0.01% | +28.74% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.02% | -23.19% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.14% | +1.21% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.59% | -0.04% | +14.25% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.59% | +0.20% | +14.13% | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.58% | -0.07% | +2.32% | |
| 34 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | -0.12% | +4.69% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.56% | -0.07% | +2.26% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.10% | +4.80% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.53% | +0.02% | +4.03% | |
| 38 | PFE | Pfizer Inc | 股票-医疗保健 | 0.53% | -0.11% | +3.47% | |
| 39 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | +0.01% | +46.45% | |
| 40 | TGT | Target CORP | 股票-周期性消费 | 0.52% | — | +41.85% | |
| 41 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.52% | — | +54.41% | |
| 42 | PNC | Pnc Financial Services Group | 股票-金融 | 0.51% | +0.05% | +0.30% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.50% | -0.04% | +4.09% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.50% | -0.13% | -29.64% | |
| 45 | DTE | Dte Energy Company | 股票-公用事业 | 0.48% | -0.01% | +58.14% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.48% | +0.01% | -4.20% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.47% | — | +0.07% | |
| 48 | PCAR | Paccar Inc | 股票-工业 | 0.46% | +0.05% | -28.32% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.46% | — | +2.16% | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +0.40% | -36.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.6% | +22129.53% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +1.3% | -12.21% | 减仓 |
| 3 | AVGO | Broadcom Inc | +0.4% | +106.57% | 加仓 |
| 4 | ACWI | Ishares Msci Acwi ETF | +0.3% | +13.39% | 加仓 |
| 5 | ABBV | Abbvie Inc | +0.3% | +887.47% | 加仓 |
| 6 | MCK | Mckesson CORP | +0.3% | +7040.83% | 加仓 |
| 7 | MU | Micron Technology Inc | +0.3% | +1851.54% | 加仓 |
| 8 | TGT | Target CORP | +0.2% | +41.85% | 加仓 |
| 9 | DTE | Dte Energy Company | +0.2% | +58.14% | 加仓 |
| 10 | IGV | Ishares Expanded Tech-softwa | +0.2% | +15487.59% | 加仓 |
| 11 | HPE | Hewlett Packard Enterprise | +0.2% | +54.41% | 加仓 |
| 12 | PM | Philip Morris International | +0.2% | +46.45% | 加仓 |
| 13 | ASML | ASML Holding N.V. | +0.2% | +14.13% | 加仓 |
| 14 | EME | Emcor Group Inc | +0.1% | +27.57% | 加仓 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +52.77% | 加仓 |
| 16 | VZ | Verizon Communications Inc | +0.1% | +4.69% | 加仓 |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +2.26% | 加仓 |
| 18 | PWR | Quanta Services Inc | +0.1% | +1.33% | 加仓 |
| 19 | DLR | Digital Realty Trust Inc | +0.1% | +4.09% | 加仓 |
| 20 | NFLX | Netflix Inc | +0.1% | +14.25% | 加仓 |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.1% | +0.18% | 加仓 |
| 22 | PFE | Pfizer Inc | +0.1% | +3.47% | 加仓 |
| 23 | ADP | Automatic Data Processing | +0.1% | +57.21% | 加仓 |
| 24 | DUK | Duke Energy CORP | +0.1% | +4.03% | 加仓 |
| 25 | WMB | Williams Cos Inc | +0.1% | +1.79% | 加仓 |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +28.74% | 加仓 |
| 27 | T | At&t Inc | +0.1% | +4.55% | 加仓 |
| 28 | CME | Cme Group Inc | 0% | +2.50% | 加仓 |
| 29 | GILD | Gilead Sciences Inc | 0% | +0.41% | 加仓 |
| 30 | KLAC | Kla CORP | 0% | -1.86% | 减仓 |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +23.54% | 加仓 |
| 32 | ADI | Analog Devices Inc | 0% | +0.93% | 加仓 |
| 33 | QQQI | Neos Nasdaq-100 High Inc ETF | 0% | +2465.45% | 加仓 |
| 34 | AUSF | Global X Adaptive US Factor | 0% | +1.08% | 加仓 |
| 35 | LLY | Eli Lilly & Co | 0% | +26.04% | 加仓 |
| 36 | BLK | Blackrock Inc | 0% | +23.08% | 加仓 |
| 37 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +5.03% | 加仓 |
| 38 | TSLA | Tesla Inc | 0% | +169.50% | 加仓 |
| 39 | ACN | Accenture plc | 0% | +656.75% | 加仓 |
| 40 | PYPL | Paypal Holdings Inc | 0% | +4545.67% | 加仓 |
| 41 | SCHD | Schwab US Dvd Equity ETF | 0% | +28.50% | 加仓 |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | 0% | +2534.72% | 加仓 |
| 43 | D | Dominion Energy Inc | 0% | +2.92% | 加仓 |
| 44 | KO | Coca-cola Co/the | 0% | +1.76% | 加仓 |
| 45 | XEL | Xcel Energy Inc | 0% | +4.08% | 加仓 |
| 46 | AMGN | Amgen Inc | 0% | +1.23% | 加仓 |
| 47 | VCRB | Vanguard Core Bond ETF | 0% | +8.42% | 加仓 |
| 48 | TER | Teradyne Inc | 0% | +8133.33% | 加仓 |
| 49 | IWD | Ishares Russell 1000 Value E | 0% | +27.18% | 加仓 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +78.92% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bogart Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$29.2亿，共申报了 1823 个公开持股仓位。
在 Q1 2026 季度，Bogart Wealth, LLC 按市值排列的前三大核心持股分别为：XOM (8.0%)、VOO (5.8%)、ACWI (5.5%)。其中最大持股仓位 XOM 占据整体投资组合约 8.0% 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
GLD
市值: US$172.1万
本季最大获利了结 / 清仓标的
NVO
前期市值: US$120.3万
在 Q1 2026 季度中，Bogart Wealth, LLC 共进行了 200 项持仓异动，包含新建仓 13 个仓位、加仓 128 个仓位、减仓 50 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 GLD。 本季清仓仓位包含 NVO。
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。