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 |
|---|---|---|---|---|---|---|---|---|
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.42万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CL A | $1.42万 | 0.00% | 3,097 | -43 | -1.4% | -$198 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $1.43万 | 0.00% | 642 | 26 | 4.2% | $579 | 加仓 |
| RDW | REDWIRE CORPORATION COM | $1.44万 | 0.00% | 1,690 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.45万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $1.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.45万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $1.45万 | 0.00% | 179 | -60,011 | -99.7% | -$486.76万 | 减仓 |
| WSO | WATSCO INC COM | $1.46万 | 0.00% | 40 | -1 | -2.4% | -$364 | 减仓 |
| PGF | INVESCO FINANCIAL PREFERRED ETF | $1.46万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.46万 | 0.00% | 181 | 54 | 42.5% | $4,354 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.46万 | 0.00% | 52 | 4 | 8.3% | $1,124 | 加仓 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $1.46万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF | $1.47万 | 0.00% | 581 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC COM | $1.47万 | 0.00% | 418 | 396 | 1,800.0% | $1.39万 | 加仓 |
| — | ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF | $1.47万 | 0.00% | 578 | 0 | 0.0% | — | 不变 |
| IBHI | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $1.48万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| — | ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF | $1.48万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $1.48万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1.48万 | 0.00% | 49 | 1 | 2.1% | $302 | 加仓 |
| EBAY | EBAY INC. COM | $1.48万 | 0.00% | 163 | 38 | 30.4% | $3,459 | 加仓 |
| CMBS | ISHARES CMBS ETF | $1.49万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $1.49万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $1.51万 | 0.00% | 13 | 1 | 8.3% | $1,159 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1.51万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $1.51万 | 0.00% | 42 | -2 | -4.5% | -$718 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $1.51万 | 0.00% | 135 | 2 | 1.5% | $224 | 加仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $1.51万 | 0.00% | 179 | -287 | -61.6% | -$2.43万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $1.53万 | 0.00% | 129 | 15 | 13.2% | $1,779 | 加仓 |
| BKH | BLACK HILLS CORP COM | $1.54万 | 0.00% | 222 | 2 | 0.9% | $139 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.55万 | 0.00% | 20 | 4 | 25.0% | $3,091 | 加仓 |
| TEM | TEMPUS AI INC CL A | $1.55万 | 0.00% | 343 | -58,087 | -99.4% | -$262.66万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $1.56万 | 0.00% | 207 | 19 | 10.1% | $1,429 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1.57万 | 0.00% | 1,003 | 59 | 6.2% | $923 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $1.58万 | 0.00% | 246 | 116 | 89.2% | $7,449 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $1.58万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO S&P ULTRA DIVIDEND REVENUE ETF | $1.60万 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $1.60万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $1.60万 | 0.00% | 345 | 331 | 2,364.3% | $1.54万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1.61万 | 0.00% | 123 | 12 | 10.8% | $1,574 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.62万 | 0.00% | 103 | 65 | 171.1% | $1.02万 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | $1.63万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $1.63万 | 0.00% | 658 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.64万 | 0.00% | 80 | 13 | 19.4% | $2,658 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.64万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $1.64万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $1.64万 | 0.00% | 106 | 10 | 10.4% | $1,549 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $1.64万 | 0.00% | 37 | 26 | 236.4% | $1.16万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.65万 | 0.00% | 166 | 51 | 44.3% | $5,061 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $1.66万 | 0.00% | 39 | 38 | 3,800.0% | $1.61万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1.66万 | 0.00% | 254 | 73 | 40.3% | $4,767 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.66万 | 0.00% | 356 | 100 | 39.1% | $4,672 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.68万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.69万 | 0.00% | 815 | 15 | 1.9% | $311 | 加仓 |
| AZO | AUTOZONE INC COM | $1.69万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $1.69万 | 0.00% | 500 | -15 | -2.9% | -$507 | 减仓 |
| KTB | KONTOOR BRANDS INC COM | $1.69万 | 0.00% | 240 | 1 | 0.4% | $70 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $1.72万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| — | SOUNDHOUND AI INC CLL OPT 01/27 10.0 CAL 看涨期权 | $1.72万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP COM | $1.72万 | 0.00% | 611 | -250 | -29.0% | -$7,030 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $1.75万 | 0.00% | 301 | -234 | -43.7% | -$1.36万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $1.76万 | 0.00% | 112 | -1 | -0.9% | -$157 | 减仓 |
| MTZ | MASTEC INC COM | $1.77万 | 0.00% | 55 | 2 | 3.8% | $643 | 加仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $1.78万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $1.79万 | 0.00% | 368 | 360 | 4,500.0% | $1.75万 | 加仓 |
| — | AIR LEASE CORP CL A | $1.81万 | 0.00% | 279 | 39 | 16.2% | $2,535 | 加仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $1.81万 | 0.00% | 1,180 | 1,180 | — | $1.81万 | 新建仓 |
| OKLO | OKLO INC COM CL A | $1.81万 | 0.00% | 366 | 52 | 16.6% | $2,579 | 加仓 |
| TCAL | T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF | $1.83万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM STK | $1.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | $1.87万 | 0.00% | 636 | 5 | 0.8% | $147 | 加仓 |
| NNN | NNN REIT INC COM | $1.89万 | 0.00% | 449 | 2 | 0.4% | $84 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $1.89万 | 0.00% | 247 | 16 | 6.9% | $1,223 | 加仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $1.89万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $1.91万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1.92万 | 0.00% | 210 | 201 | 2,233.3% | $1.84万 | 加仓 |
| — | DIREXION DAILY NVDA BULL 2X ETF | $1.93万 | 0.00% | 200 | -300 | -60.0% | -$2.89万 | 重新持有 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $1.93万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.94万 | 0.00% | 341 | -24 | -6.6% | -$1,364 | 减仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $1.94万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $1.95万 | 0.00% | 452 | -14 | -3.0% | -$604 | 减仓 |
| GPC | GENUINE PARTS CO COM | $1.95万 | 0.00% | 185 | 5 | 2.8% | $527 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.96万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1.96万 | 0.00% | 1,304 | -895 | -40.7% | -$1.35万 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $1.97万 | 0.00% | 27 | -99 | -78.6% | -$7.21万 | 减仓 |
| L | LOEWS CORP COM | $1.99万 | 0.00% | 186 | 65 | 53.7% | $6,938 | 加仓 |
| EQT | EQT CORP COM | $2.00万 | 0.00% | 314 | 13 | 4.3% | $827 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC COM | $2.01万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $2.01万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $2.02万 | 0.00% | 436 | 2 | 0.5% | $93 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC COM | $2.03万 | 0.00% | 208 | 208 | — | $2.03万 | 新建仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $2.03万 | 0.00% | 452 | 115 | 34.1% | $5,163 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2.03万 | 0.00% | 119 | 7 | 6.2% | $1,194 | 加仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $2.03万 | 0.00% | 22,000 | 22,000 | — | $2.03万 | 新建仓 |
| BLW | BLACKROCK LTD DURATION INCOME COM SHS | $2.04万 | 0.00% | 1,618 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.04万 | 0.00% | 94 | 11 | 13.3% | $2,387 | 加仓 |
| URNM | SPROTT URANIUM MINERS ETF | $2.05万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $2.05万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $2.06万 | 0.00% | 253 | 27 | 11.9% | $2,194 | 加仓 |
| WHR | WHIRLPOOL CORP COM | $2.06万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |