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 |
|---|---|---|---|---|---|---|---|---|
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $3.01万 | 0.00% | 1,127 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $3.04万 | 0.00% | 73 | 7 | 10.6% | $2,917 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $3.07万 | 0.00% | 393 | -12 | -3.0% | -$936 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.07万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $3.09万 | 0.00% | 841 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $3.09万 | 0.00% | 854 | 854 | — | $3.09万 | 新建仓 |
| — | T-REX 2X LONG SBET DAILY TARGET ETF | $3.13万 | 0.00% | 10,000 | 10,000 | — | $3.13万 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $3.16万 | 0.00% | 958 | 958 | — | $3.16万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $3.20万 | 0.00% | 212 | 37 | 21.1% | $5,580 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $3.21万 | 0.00% | 483 | 4 | 0.8% | $266 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $3.21万 | 0.00% | 776 | 13 | 1.7% | $538 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3.22万 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $3.23万 | 0.00% | 1,687 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $3.26万 | 0.00% | 1,449 | 74 | 5.4% | $1,665 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $3.29万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $3.30万 | 0.00% | 4,045 | 3,954 | 4,345.1% | $3.23万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $3.31万 | 0.00% | 574 | -3,277 | -85.1% | -$18.88万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $3.31万 | 0.00% | 113 | 4 | 3.7% | $1,171 | 加仓 |
| MPC | MARATHON PETE CORP COM | $3.35万 | 0.00% | 137 | 2 | 1.5% | $488 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3.35万 | 0.00% | 267 | -300 | -52.9% | -$3.76万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $3.39万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $3.40万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| — | FIDELITY SOLANA FUND | $3.41万 | 0.00% | 3,500 | 3,500 | — | $3.41万 | 新建仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $3.44万 | 0.00% | 1,000 | 1,000 | — | $3.44万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $3.45万 | 0.00% | 182 | 125 | 219.3% | $2.37万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $3.47万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC COM | $3.48万 | 0.00% | 490 | 17 | 3.6% | $1,207 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $3.50万 | 0.00% | 5,100 | 5,000 | 5,000.0% | $3.44万 | 加仓 |
| SRE | SEMPRA COM | $3.51万 | 0.00% | 361 | 28 | 8.4% | $2,723 | 加仓 |
| — | T-REX 2X LONG BMNR DAILY TARGET ETF | $3.53万 | 0.00% | 20,000 | 20,000 | — | $3.53万 | 新建仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $3.54万 | 0.00% | 661 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3.54万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $3.55万 | 0.00% | 520 | 303 | 139.6% | $2.07万 | 加仓 |
| SLB | SLB LIMITED COM STK | $3.55万 | 0.00% | 691 | -111 | -13.8% | -$5,704 | 减仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $3.57万 | 0.00% | 1,311 | 324 | 32.8% | $8,823 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.57万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $3.61万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW JERSEY COM | $3.61万 | 0.00% | 2,936 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $3.62万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $3.63万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $3.65万 | 0.00% | 322 | 15 | 4.9% | $1,702 | 加仓 |
| IONQ | IONQ INC COM | $3.67万 | 0.00% | 1,273 | 250 | 24.4% | $7,208 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $3.68万 | 0.00% | 246 | 138 | 127.8% | $2.06万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $3.71万 | 0.00% | 3,695 | -58 | -1.5% | -$582 | 减仓 |
| — | PROSHARES ULTRA DOW30 | $3.75万 | 0.00% | 720 | 720 | — | $3.75万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3.78万 | 0.00% | 531 | 46 | 9.5% | $3,276 | 加仓 |
| — | PLAYBOY INC COM | $3.80万 | 0.00% | 25,000 | 10,000 | 66.7% | $1.52万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $3.80万 | 0.00% | 756 | -477 | -38.7% | -$2.40万 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $3.81万 | 0.00% | 4,711 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $3.82万 | 0.00% | 1,054 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP COM | $3.83万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CRYPTO THEMATIC ETF | $3.84万 | 0.00% | 739 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $3.86万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $3.88万 | 0.00% | 95 | -35 | -26.9% | -$1.43万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $3.89万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $3.89万 | 0.00% | 2,023 | 63 | 3.2% | $1,210 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $3.91万 | 0.00% | 4,120 | 2,144 | 108.5% | $2.03万 | 加仓 |
| EQIX | EQUINIX INC COM | $3.92万 | 0.00% | 40 | 28 | 233.3% | $2.74万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $3.92万 | 0.00% | 426 | -18 | -4.1% | -$1,657 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $3.92万 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $3.93万 | 0.00% | 4,538 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $3.93万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $3.94万 | 0.00% | 143 | 13 | 10.0% | $3,577 | 加仓 |
| BIIB | BIOGEN INC COM | $3.94万 | 0.00% | 215 | -294 | -57.8% | -$5.39万 | 减仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $3.94万 | 0.00% | 1,524 | 40 | 2.7% | $1,035 | 加仓 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $3.95万 | 0.00% | 1,000 | 1,000 | — | $3.95万 | 新建仓 |
| ORC | ORCHID IS CAP INC COM NEW | $3.96万 | 0.00% | 5,640 | 700 | 14.2% | $4,921 | 加仓 |
| CIEN | CIENA CORP COM NEW | $4.00万 | 0.00% | 103 | 89 | 635.7% | $3.46万 | 加仓 |
| — | DIMENSIONAL US REAL ESTATE ETF | $4.01万 | 0.00% | 1,697 | 0 | 0.0% | — | 不变 |
| — | ISHARES ASIA/PACIFIC DIVIDEND ETF | $4.03万 | 0.00% | 836 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $4.04万 | 0.00% | 311 | 58 | 22.9% | $7,539 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $4.06万 | 0.00% | 649 | 38 | 6.2% | $2,378 | 加仓 |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | $4.07万 | 0.00% | 1,775 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $4.08万 | 0.00% | 58 | 4 | 7.4% | $2,811 | 加仓 |
| BBY | BEST BUY INC COM | $4.08万 | 0.00% | 636 | 19 | 3.1% | $1,219 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $4.14万 | 0.00% | 180 | 87 | 93.5% | $2.00万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $4.14万 | 0.00% | 3,855 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $4.16万 | 0.00% | 1,311 | 445 | 51.4% | $1.41万 | 加仓 |
| ROST | ROSS STORES INC COM | $4.18万 | 0.00% | 193 | 7 | 3.8% | $1,515 | 加仓 |
| RR | RICHTECH ROBOTICS INC CL B | $4.18万 | 0.00% | 20,007 | 7,907 | 65.3% | $1.65万 | 加仓 |
| OXM | OXFORD INDS INC COM | $4.20万 | 0.00% | 1,090 | 20 | 1.9% | $770 | 加仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $4.22万 | 0.00% | 11,895 | 9,000 | 310.9% | $3.19万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $4.24万 | 0.00% | 201 | 184 | 1,082.4% | $3.88万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $4.26万 | 0.00% | 323 | -68 | -17.4% | -$8,973 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP COM | $4.26万 | 0.00% | 11,812 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $4.28万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $4.28万 | 0.00% | 362 | 11 | 3.1% | $1,301 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $4.29万 | 0.00% | 202 | 2 | 1.0% | $424 | 加仓 |
| AFL | AFLAC INC COM | $4.29万 | 0.00% | 391 | 82 | 26.5% | $8,996 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $4.29万 | 0.00% | 317 | -2 | -0.6% | -$271 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $4.31万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $4.34万 | 0.00% | 153 | -1,464 | -90.5% | -$41.54万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $4.35万 | 0.00% | 3,100 | 450 | 17.0% | $6,318 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $4.40万 | 0.00% | 488 | 9 | 1.9% | $811 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.42万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.46万 | 0.00% | 3,231 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP COM | $4.48万 | 0.00% | 337 | 24 | 7.7% | $3,189 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $4.48万 | 0.00% | 205 | 205 | — | $4.48万 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $4.53万 | 0.00% | 1,626 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $4.53万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |