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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL COM | $9,500 | 0.00% | 140 | 104 | 288.9% | $7,057 | 加仓 |
| MOD | MODINE MFG CO COM | $9,535 | 0.00% | 44 | 17 | 63.0% | $3,684 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $9,545 | 0.00% | 206 | 26 | 14.4% | $1,205 | 加仓 |
| BXP | BXP INC COM | $9,550 | 0.00% | 184 | 30 | 19.5% | $1,557 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $9,551 | 0.00% | 226 | 226 | — | $9,551 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $9,578 | 0.00% | 443 | -16 | -3.5% | -$346 | 减仓 |
| CPRT | COPART INC COM | $9,628 | 0.00% | 290 | 1 | 0.3% | $33 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $9,679 | 0.00% | 42 | 31 | 281.8% | $7,144 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $9,786 | 0.00% | 204 | 4 | 2.0% | $192 | 加仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $9,891 | 0.00% | 133 | 2 | 1.5% | $149 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $9,903 | 0.00% | 1,172 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $9,948 | 0.00% | 532 | -3,168 | -85.6% | -$5.92万 | 减仓 |
| CLS | CELESTICA INC COM | $1.01万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $1.01万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $1.02万 | 0.00% | 66 | -20 | -23.3% | -$3,076 | 减仓 |
| SERV | SERVE ROBOTICS INC COM | $1.02万 | 0.00% | 1,212 | -988 | -44.9% | -$8,338 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.03万 | 0.00% | 103 | 103 | — | $1.03万 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.03万 | 0.00% | 59 | 16 | 37.2% | $2,794 | 加仓 |
| RBC | RBC BEARINGS INC COM | $1.03万 | 0.00% | 19 | 1 | 5.6% | $543 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.03万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $1.03万 | 0.00% | 36 | 13 | 56.5% | $3,727 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $1.04万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.05万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $1.05万 | 0.00% | 255 | 5 | 2.0% | $206 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUCTU COM SHS | $1.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $1.06万 | 0.00% | 97 | -6 | -5.8% | -$657 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.07万 | 0.00% | 200 | -6 | -2.9% | -$321 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $1.08万 | 0.00% | 75 | 11 | 17.2% | $1,580 | 加仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $1.08万 | 0.00% | 340 | 340 | — | $1.08万 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR | $1.08万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | $1.09万 | 0.00% | 328 | 4 | 1.2% | $133 | 加仓 |
| ANGX | ANGEL STUDIOS INC CL A COM | $1.09万 | 0.00% | 3,569 | 1,635 | 84.5% | $4,987 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1.10万 | 0.00% | 47 | 41 | 683.3% | $9,563 | 加仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.10万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.10万 | 0.00% | 146 | 60 | 69.8% | $4,515 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $1.10万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1.11万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $1.13万 | 0.00% | 532 | -20 | -3.6% | -$423 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $1.13万 | 0.00% | 79 | -3 | -3.7% | -$430 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $1.14万 | 0.00% | 24 | 8 | 50.0% | $3,786 | 加仓 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $1.14万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP CL A | $1.15万 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $1.16万 | 0.00% | 219 | 1 | 0.5% | $53 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $1.16万 | 0.00% | 71 | 13 | 22.4% | $2,129 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $1.17万 | 0.00% | 104 | 10 | 10.6% | $1,124 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.17万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.18万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $1.18万 | 0.00% | 1,868 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $1.18万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.18万 | 0.00% | 131 | 11 | 9.2% | $995 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $1.19万 | 0.00% | 1,578 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $1.21万 | 0.00% | 112 | 73 | 187.2% | $7,887 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO COM | $1.22万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $1.22万 | 0.00% | 119 | 7 | 6.2% | $717 | 加仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $1.22万 | 0.00% | 77 | 3 | 4.1% | $475 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.23万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $1.23万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $1.23万 | 0.00% | 194 | 2 | 1.0% | $127 | 加仓 |
| MGA | MAGNA INTL INC COM | $1.23万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X CYBERSECURITY ETF | $1.26万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $1.26万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $1.27万 | 0.00% | 520 | 73 | 16.3% | $1,782 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.27万 | 0.00% | 47 | 23 | 95.8% | $6,230 | 加仓 |
| ULVM | VICTORYSHARES US VALUE MOMENTUM ETF | $1.29万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1.29万 | 0.00% | 39 | 3 | 8.3% | $993 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $1.29万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $1.29万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $1.29万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC COM | $1.31万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $1.31万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $1.31万 | 0.00% | 970 | 100 | 11.5% | $1,350 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.31万 | 0.00% | 181 | -24 | -11.7% | -$1,739 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.32万 | 0.00% | 358 | -61 | -14.6% | -$2,247 | 减仓 |
| KVUE | KENVUE INC COM | $1.32万 | 0.00% | 768 | 137 | 21.7% | $2,361 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $1.33万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $1.34万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1.34万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $1.34万 | 0.00% | 49 | 4 | 8.9% | $1,097 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $1.34万 | 0.00% | 855 | 768 | 882.8% | $1.21万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $1.34万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $1.34万 | 0.00% | 54 | 4 | 8.0% | $996 | 加仓 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY FUND | $1.35万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.35万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $1.36万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $1.36万 | 0.00% | 300 | 46 | 18.1% | $2,081 | 加仓 |
| ROKU | ROKU INC COM CL A | $1.36万 | 0.00% | 144 | 6 | 4.3% | $568 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $1.37万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $1.38万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | $1.38万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC COM | $1.38万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $1.38万 | 0.00% | 459 | 2 | 0.4% | $60 | 加仓 |
| CSX | CSX CORP COM | $1.39万 | 0.00% | 337 | 98 | 41.0% | $4,028 | 加仓 |
| FDX | FEDEX CORP COM | $1.39万 | 0.00% | 39 | 7 | 21.9% | $2,493 | 加仓 |
| APH | AMPHENOL CORP CL A | $1.39万 | 0.00% | 110 | -41 | -27.2% | -$5,187 | 减仓 |
| NXH | BED BATH & BEYOND INC COM | $1.39万 | 0.00% | 3,000 | 3,000 | — | $1.39万 | 新建仓 |
| NTRS | NORTHERN TR CORP COM | $1.40万 | 0.00% | 100 | 22 | 28.2% | $3,071 | 加仓 |
| TSN | TYSON FOODS INC CL A | $1.41万 | 0.00% | 221 | 8 | 3.8% | $512 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $1.42万 | 0.00% | 641 | 641 | — | $1.42万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $1.42万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.42万 | 0.00% | 303 | 104 | 52.3% | $4,879 | 加仓 |