13F 机构持仓

Bogart Wealth, LLC

MCLEAN VA · SEC CIK 0001715740

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$29.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

EXXON MOBIL CO 8.0%
VOO 5.8%
ACWI 5.5%
BND 4.4%
CGDV 3.9%
UITB 3.7%
JIRE 3.6%
RECS 3.4%
JCPB 2.8%
FNDE 2.7%

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
— NOVO-NORDISK A S 看涨期权 $00.00%0 -12,500-100.0% -$120.32万 清仓
NVDL GRANITESHARES 2X LONG NVDA DAILY ETF $00.00%0 -6,000-100.0% -$52.81万 清仓
TGTX TG THERAPEUTICS INC COM $00.00%0 -16,774-100.0% -$50.00万 清仓
— SPDR S&P 500 ETF TR 看涨期权 $00.00%0 -500-100.0% -$34.10万 清仓
BHB BAR HBR BANKSHARES COM $00.00%0 -9,250-100.0% -$28.72万 清仓
— WISDOMTREE CYBERSECURITY FUND $00.00%0 -6,127-100.0% -$17.07万 清仓
— AEYE INC CL A NEW $00.00%0 -90,000-100.0% -$16.56万 清仓
OCSL OAKTREE SPECIALTY LENDING CORP COM $00.00%0 -11,706-100.0% -$14.91万 清仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -562-100.0% -$10.32万 清仓
MOH MOLINA HEALTHCARE INC COM $00.00%0 —— — 申报中断
VNOM VIPER ENERGY INC CL A $00.00%0 -1,500-100.0% -$5.79万 清仓
APLD APPLIED DIGITAL CORP COM NEW $00.00%0 —— — 申报中断
COLD AMERICOLD REALTY TRUST INC COM $00.00%0 -3,500-100.0% -$4.50万 清仓
VZLA VIZSLA SILVER CORP COM NEW $00.00%0 -6,000-100.0% -$3.28万 清仓
— DEFIANCE DAILY TARGET 2X LONG MSTR ETF $00.00%0 -8,000-100.0% -$3.08万 清仓
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF $00.00%0 -383-100.0% -$2.74万 清仓
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $00.00%0 —— — 申报中断
— T-REX 2X LONG NVIDIA DAILY TARGET ETF $00.00%0 -1,500-100.0% -$2.57万 清仓
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR $00.00%0 —— — 申报中断
GDXJ VANECK JUNIOR GOLD MINERS ETF $00.00%0 -200-100.0% -$2.28万 清仓
DAVE DAVE INC CLASS A COM NEW $00.00%0 -94-100.0% -$2.08万 清仓
CGUS CAPITAL GROUP CORE EQUITY ETF $00.00%0 -514-100.0% -$2.07万 清仓
EXK ENDEAVOUR SILVER CORP COM $00.00%0 -2,100-100.0% -$1.97万 清仓
CMBT CMB.TECH NV SHS $00.00%0 -1,710-100.0% -$1.65万 清仓
— HALLIBURTON CO 看涨期权 $00.00%0 -500-100.0% -$1.41万 清仓
FESM FIDELITY ENHANCED SMALL CAP ETF $00.00%0 -358-100.0% -$1.35万 清仓
KBE STATE STREET SPDR S&P BANK ETF $00.00%0 -200-100.0% -$1.21万 清仓
XRAY DENTSPLY SIRONA INC COM $00.00%0 —— — 申报中断
TDW TIDEWATER INC NEW COM $00.00%0 -200-100.0% -$1.01万 清仓
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF $00.00%0 -155-100.0% -$9,413 清仓
NICE NICE LTD SPONSORED ADR $00.00%0 —— — 申报中断
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $00.00%0 —— — 申报中断
SOBO SOUTH BOW CORP COM $00.00%0 -228-100.0% -$6,263 清仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $00.00%0 -77-100.0% -$5,075 清仓
JD JD.COM INC SPON ADS CL A $00.00%0 -150-100.0% -$4,305 清仓
HLLY HOLLEY INC COM $00.00%0 —— — 申报中断
— INVESCO S&P SMALLCAP LOW VOLATILITY ETF $00.00%0 -74-100.0% -$3,411 清仓
— ISHARES MSCI CHINA SMALL-CAP ETF $00.00%0 -100-100.0% -$3,276 清仓
BBCA JPMORGAN BETABUILDERS CANADA ETF $00.00%0 -33-100.0% -$3,069 清仓
— CAN FITE BIOFARMA LTD SPONSORED ADR $00.00%0 -15,045-100.0% -$3,009 清仓
SWX SOUTHWEST GAS HLDGS INC COM $00.00%0 —— — 申报中断
BBEU JPMORGAN BETABUILDERS EUROPE ETF $00.00%0 -36-100.0% -$2,639 清仓
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF $00.00%0 -44-100.0% -$2,477 清仓
BLKB BLACKBAUD INC COM $00.00%0 -36-100.0% -$2,280 清仓
— CONFLUENT INC CLASS A COM $00.00%0 -63-100.0% -$1,905 清仓
SBAC SBA COMMUNICATIONS CORP NEW CL A $00.00%0 -8-100.0% -$1,547 清仓
FCN FTI CONSULTING INC COM $00.00%0 -9-100.0% -$1,537 清仓
— FRONTIER COMMUNICATIONS PARENT COM $00.00%0 -39-100.0% -$1,485 清仓
— CLEARWATER ANALYTICS HLDGS INC CL A $00.00%0 -54-100.0% -$1,302 清仓
INSP INSPIRE MED SYS INC COM $00.00%0 -14-100.0% -$1,291 清仓
CSL CARLISLE COS INC COM $00.00%0 —— — 申报中断
GGB GERDAU SA SPON ADR REP PFD $00.00%0 -344-100.0% -$1,269 清仓
WK WORKIVA INC COM CL A $00.00%0 -14-100.0% -$1,208 清仓
LNTH LANTHEUS HLDGS INC COM $00.00%0 -18-100.0% -$1,198 清仓
INTA INTAPP INC COM $00.00%0 —— — 申报中断
ERIE ERIE INDTY CO CL A $00.00%0 —— — 申报中断
SARO STANDARDAERO INC COM $00.00%0 —— — 申报中断
SAIC SCIENCE APPLICATIONS INTL CORP COM $00.00%0 —— — 申报中断
FBIN FORTUNE BRANDS INNOVATIONS INC COM $00.00%0 —— — 申报中断
ANF ABERCROMBIE & FITCH CO CL A $00.00%0 -7-100.0% -$881 清仓
FLO FLOWERS FOODS INC COM $00.00%0 -70-100.0% -$762 清仓
— HILLENBRAND INC COM $00.00%0 -23-100.0% -$730 清仓
VKTX VIKING THERAPEUTICS INC COM $00.00%0 -20-100.0% -$704 清仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $00.00%0 -66-100.0% -$671 清仓
ULS UL SOLUTIONS INC CLASS A COM SHS $00.00%0 —— — 申报中断
CART MAPLEBEAR INC COM $00.00%0 —— — 申报中断
GOGO GOGO INC COM $00.00%0 -134-100.0% -$624 清仓
G GENPACT LIMITED SHS $00.00%0 —— — 申报中断
CHDN CHURCHILL DOWNS INC COM $00.00%0 —— — 申报中断
JEF JEFFERIES FINL GROUP INC COM $00.00%0 —— — 申报中断
CR CRANE COMPANY COMMON STOCK $00.00%0 —— — 申报中断
— SYNOVUS FINL CORP COM NEW $00.00%0 -11-100.0% -$551 清仓
CPT CAMDEN PPTY TR SH BEN INT $00.00%0 —— — 申报中断
PLNT PLANET FITNESS INC CL A $00.00%0 -5-100.0% -$542 清仓
EGP EASTGROUP PPTYS INC COM $00.00%0 -3-100.0% -$534 清仓
HSIC HENRY SCHEIN INC COM $00.00%0 -7-100.0% -$529 清仓
DUOL DUOLINGO INC CL A COM $00.00%0 —— — 申报中断
GMED GLOBUS MED INC CL A $00.00%0 —— — 申报中断
UAMY UNITED STATES ANTIMONY CORP COM $00.00%0 —— — 申报中断
DRS LEONARDO DRS INC COM $00.00%0 —— — 申报中断
— EXACT SCIENCES CORP COM $00.00%0 -5-100.0% -$508 清仓
ATR APTARGROUP INC COM $00.00%0 -4-100.0% -$488 清仓
— DAYFORCE INC COM $00.00%0 -7-100.0% -$484 清仓
BRBR BELLRING BRANDS INC COMMON STOCK $00.00%0 -18-100.0% -$481 清仓
— CIVITAS RESOURCES INC COM NEW $00.00%0 -17-100.0% -$461 清仓
WSC WILLSCOT HLDGS CORP COM CL A $00.00%0 —— — 申报中断
TOPT ISHARES TOP 20 U.S. STOCKS ETF $00.00%0 -10-100.0% -$312 清仓
— VOLATILITY SHARES TRUST XRP 2X ETF $00.00%0 -62-100.0% -$306 清仓
CORT CORCEPT THERAPEUTICS INC COM $00.00%0 -7-100.0% -$244 清仓
— GOPRO INC CL A $00.00%0 -125-100.0% -$176 清仓
— TRAEGER INC COMMON STOCK $00.00%0 -149-100.0% -$161 清仓
JCPI JPMORGAN INFLATION MANAGED BOND ETF $00.00%0 0— -$1 清仓
— BLACK TITAN CORP ORD SHS $10.00%1 1— $1 新建仓
— OUTLOOK THERAPEUTICS INC COM $10.00%5 5— $1 新建仓
— ORAGENICS INC COM $10.00%1 1— $1 新建仓
— MATINAS BIOPHARMA HLDGS INC COM NEW $10.00%2 2— $1 新建仓
— X3 HOLDINGS CO LTD SHS NEW $10.00%1 1— $1 新建仓
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW $20.00%1 00.0% — 不变
— GENPREX INC COM NEW $20.00%1 1— $2 新建仓
— XEROX HOLDINGS CORP WT EXP 021128 $20.00%21 21— $2 新建仓