Bogart Wealth, LLC
MCLEAN VA · SEC CIK 0001715740
$29.18亿2026Q2 申报市值
2,011持仓数
42.2%前十大占比 · 第一大 6.8%
275 / 116新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$1.64亿
IJR 加仓+$3,206.72万
VOO 加仓+$2,513.24万
JAAA 加仓+$2,204.72万
TSM 加仓+$1,395.46万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2.06亿
AUSF 减仓-$4,692.85万
PANW 减仓-$1,611.87万
HPE 减仓-$1,024.46万
KO 减仓-$579.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC COM | $144.51万 | 0.05% | 3,436 | 361 | 11.7% | $15.18万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $145.05万 | 0.05% | 5,983 | -25 | -0.4% | -$6,061 | 减仓 |
| — | SPDR GOLD TR CLL OPT 07/26 399.0 CAL 看涨期权 | $147.19万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $161.08万 | 0.06% | 20,774 | 13,509 | 185.9% | $104.75万 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $161.26万 | 0.06% | 34,013 | 550 | 1.6% | $2.61万 | 加仓 |
| ORCL | ORACLE CORP COM | $175.89万 | 0.06% | 12,002 | 212 | 1.8% | $3.11万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $176.48万 | 0.06% | 20,488 | 3,928 | 23.7% | $33.84万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $176.73万 | 0.06% | 10,798 | 25 | 0.2% | $4,092 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $176.95万 | 0.06% | 3,046 | 183 | 6.4% | $10.63万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $183.22万 | 0.06% | 5,185 | 238 | 4.8% | $8.41万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $188.33万 | 0.06% | 15,757 | 365 | 2.4% | $4.36万 | 加仓 |
| GLD | SPDR GOLD SHARES | $188.72万 | 0.06% | 5,123 | -124 | -2.4% | -$4.57万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $190.09万 | 0.07% | 65,639 | -2,461 | -3.6% | -$7.13万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $191.20万 | 0.07% | 2,560 | 657 | 34.5% | $49.07万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $195.51万 | 0.07% | 61,655 | 13,753 | 28.7% | $43.61万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $218.00万 | 0.07% | 2,911 | 30 | 1.0% | $2.25万 | 加仓 |
| CAT | CATERPILLAR INC COM | $218.10万 | 0.07% | 2,048 | 378 | 22.6% | $40.26万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $248.00万 | 0.08% | 34,468 | 1,219 | 3.7% | $8.77万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $335.92万 | 0.12% | 28,964 | 28,964 | — | $335.92万 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $337.70万 | 0.12% | 20,557 | 5,760 | 38.9% | $94.62万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $366.01万 | 0.13% | 29,476 | 96 | 0.3% | $1.19万 | 加仓 |
| RY | ROYAL BK CDA COM | $408.43万 | 0.14% | 19,734 | 0 | 0.0% | — | 不变 |
| FLCB | FRANKLIN U.S CORE BOND ETF | $412.52万 | 0.14% | 192,766 | 250 | 0.1% | $5,350 | 加仓 |
| RMD | RESMED INC COM | $492.32万 | 0.17% | 25,263 | 6,439 | 34.2% | $125.48万 | 加仓 |
| XEL | XCEL ENERGY INC COM | $521.87万 | 0.18% | 64,991 | 1,703 | 2.7% | $13.67万 | 加仓 |
| VCRB | VANGUARD CORE BOND ETF | $551.02万 | 0.19% | 71,345 | 5,780 | 8.8% | $44.64万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $554.93万 | 0.19% | 153,041 | 1,205 | 0.8% | $4.37万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $588.66万 | 0.20% | 14,821 | -3,705 | -20.0% | -$147.15万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $599.45万 | 0.21% | 259,164 | 557 | 0.2% | $1.29万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $606.64万 | 0.21% | 6,202 | 6,141 | 10,067.2% | $600.68万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $620.22万 | 0.21% | 34,948 | 547 | 1.6% | $9.71万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $620.91万 | 0.21% | 27,725 | -15,296 | -35.6% | -$342.56万 | 减仓 |
| AMGN | AMGEN INC COM | $628.42万 | 0.22% | 17,354 | 359 | 2.1% | $13.00万 | 加仓 |
| AME | AMETEK INC COM | $632.63万 | 0.22% | 26,148 | 384 | 1.5% | $9.29万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $651.81万 | 0.22% | 17,615 | 305 | 1.8% | $11.29万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $653.98万 | 0.22% | 40,484 | 40,429 | 73,507.3% | $653.09万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $658.60万 | 0.23% | 20,919 | 1,070 | 5.4% | $33.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $664.32万 | 0.23% | 16,705 | 486 | 3.0% | $19.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $666.61万 | 0.23% | 6,591 | 6,169 | 1,461.8% | $623.93万 | 加仓 |
| GEV | GE VERNOVA INC COM | $692.93万 | 0.24% | 5,898 | 5,706 | 2,971.9% | $670.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $730.94万 | 0.25% | 101,294 | 3,247 | 3.3% | $23.43万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $743.80万 | 0.25% | 65,143 | 3,359 | 5.4% | $38.35万 | 加仓 |
| MCK | MCKESSON CORP COM | $779.18万 | 0.27% | 10,312 | 1,743 | 20.3% | $131.70万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $808.19万 | 0.28% | 37,929 | 1,014 | 2.7% | $21.61万 | 加仓 |
| WMT | WALMART INC COM | $810.13万 | 0.28% | 71,528 | 2,227 | 3.2% | $25.22万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $830.94万 | 0.28% | 18,628 | 142 | 0.8% | $6.33万 | 加仓 |
| PHM | PULTE GROUP INC COM | $843.28万 | 0.29% | 61,459 | 1,782 | 3.0% | $24.45万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $843.85万 | 0.29% | 44,008 | 624 | 1.4% | $11.97万 | 加仓 |
| HD | HOME DEPOT INC COM | $868.25万 | 0.30% | 24,619 | 1,274 | 5.5% | $44.93万 | 加仓 |
| BLK | BLACKROCK INC COM | $872.94万 | 0.30% | 9,078 | 360 | 4.1% | $34.62万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $886.27万 | 0.30% | 70,149 | 2,720 | 4.0% | $34.36万 | 加仓 |
| VICI | VICI PPTYS INC COM | $898.04万 | 0.31% | 338,244 | 73,025 | 27.5% | $193.88万 | 加仓 |
| T | AT&T INC COM | $900.65万 | 0.31% | 435,096 | 120,360 | 38.2% | $249.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $936.13万 | 0.32% | 10,007 | 12 | 0.1% | $1.12万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $936.60万 | 0.32% | 22,553 | 21,843 | 3,076.5% | $907.12万 | 加仓 |
| KLAC | KLA CORP COM NEW | $960.91万 | 0.33% | 31,849 | -16,151 | -33.6% | -$487.29万 | 减仓 |
| D | DOMINION ENERGY INC COM | $982.10万 | 0.34% | 143,813 | 5,657 | 4.1% | $38.63万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $989.66万 | 0.34% | 133,127 | 3,707 | 2.9% | $27.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,008.42万 | 0.35% | 68,768 | 10,441 | 17.9% | $153.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,009.48万 | 0.35% | 19,815 | 4,431 | 28.8% | $225.74万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $1,016.75万 | 0.35% | 248,473 | 43,016 | 20.9% | $176.02万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,032.72万 | 0.35% | 372,825 | 2,915 | 0.8% | $8.07万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1,062.09万 | 0.36% | 47,489 | 1,225 | 2.6% | $27.40万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,078.13万 | 0.37% | 65,042 | 2,070 | 3.3% | $34.31万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $1,103.44万 | 0.38% | 77,083 | 1,642 | 2.2% | $23.51万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1,112.40万 | 0.38% | 15,449 | -3,668 | -19.2% | -$264.11万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,129.23万 | 0.39% | 31,878 | 690 | 2.2% | $24.44万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,134.84万 | 0.39% | 45,098 | 2,706 | 6.4% | $68.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,151.68万 | 0.39% | 45,347 | 2,800 | 6.6% | $71.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,224.32万 | 0.42% | 37,403 | 1,102 | 3.0% | $36.07万 | 加仓 |
| PFE | PFIZER INC COM | $1,233.68万 | 0.42% | 512,324 | 25,805 | 5.3% | $62.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,285.39万 | 0.44% | 303,587 | 14,857 | 5.1% | $62.90万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,299.41万 | 0.45% | 23,068 | -3,614 | -13.5% | -$203.58万 | 减仓 |
| EME | EMCOR GROUP INC COM | $1,327.40万 | 0.45% | 15,995 | 96 | 0.6% | $7.97万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $1,341.11万 | 0.46% | 7,901 | 1,930 | 32.3% | $327.60万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1,352.11万 | 0.46% | 271,399 | 12,118 | 4.7% | $60.37万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1,353.21万 | 0.46% | 75,354 | 2,642 | 3.6% | $47.45万 | 加仓 |
| DTE | DTE ENERGY CO COM | $1,363.80万 | 0.47% | 89,506 | 3,970 | 4.6% | $60.49万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1,376.09万 | 0.47% | 27,703 | 507 | 1.9% | $25.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,381.38万 | 0.47% | 26,896 | 5,157 | 23.7% | $264.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1,426.11万 | 0.49% | 446,079 | 15,268 | 3.5% | $48.81万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1,426.73万 | 0.49% | 409,863 | 1,083 | 0.3% | $3.77万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,428.36万 | 0.49% | 182,584 | 52,183 | 40.0% | $408.23万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,472.83万 | 0.50% | 30,840 | 29,220 | 1,803.7% | $1,395.46万 | 加仓 |
| PCAR | PACCAR INC COM | $1,491.41万 | 0.51% | 124,160 | 19,896 | 19.1% | $238.99万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $1,494.24万 | 0.51% | 36,690 | 1,197 | 3.4% | $48.75万 | 加仓 |
| TGT | TARGET CORP COM | $1,505.58万 | 0.52% | 115,273 | 4,272 | 3.8% | $55.80万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,510.96万 | 0.52% | 334,950 | -227,103 | -40.4% | -$1,024.46万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,550.28万 | 0.53% | 85,694 | 3,346 | 4.1% | $60.53万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,551.55万 | 0.53% | 12,936 | 226 | 1.8% | $27.11万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,593.46万 | 0.55% | 125,886 | 20,124 | 19.0% | $254.73万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,609.83万 | 0.55% | 225,466 | 66,809 | 42.1% | $477.02万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1,640.40万 | 0.56% | 66,623 | 2,953 | 4.6% | $72.71万 | 加仓 |
| CME | CME GROUP INC COM | $1,643.33万 | 0.56% | 74,416 | 15,609 | 26.5% | $344.69万 | 加仓 |
| V | VISA INC COM CL A | $1,807.84万 | 0.62% | 52,693 | 1,337 | 2.6% | $45.87万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,853.00万 | 0.64% | 25,163 | 703 | 2.9% | $51.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,855.05万 | 0.64% | 54,397 | -47,266 | -46.5% | -$1,611.87万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,933.90万 | 0.66% | 16,754 | -4,752 | -22.1% | -$548.52万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,030.70万 | 0.70% | 600,089 | -2,459 | -0.4% | -$8.32万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,088.55万 | 0.72% | 87,629 | 655 | 0.8% | $15.61万 | 加仓 |