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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,128.62万 | 0.73% | 75,695 | 3,793 | 5.3% | $106.66万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,202.42万 | 0.75% | 187,504 | -43,944 | -19.0% | -$516.17万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $2,247.01万 | 0.77% | 445,040 | 436,664 | 5,213.3% | $2,204.72万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,303.17万 | 0.79% | 11,577 | 43 | 0.4% | $8.55万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $2,492.55万 | 0.85% | 34,475 | 99 | 0.3% | $7.16万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,709.05万 | 0.93% | 71,715 | 1,033 | 1.5% | $39.02万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,274.69万 | 1.12% | 91,633 | 249 | 0.3% | $8.90万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3,287.98万 | 1.13% | 221,696 | 216,217 | 3,946.3% | $3,206.72万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,336.07万 | 1.14% | 89,434 | 16,316 | 22.3% | $608.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $3,578.39万 | 1.23% | 178,839 | 9,767 | 5.8% | $195.43万 | 加仓 |
| AAPL | APPLE INC COM | $4,090.86万 | 1.40% | 141,376 | 6,413 | 4.8% | $185.57万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $4,197.66万 | 1.44% | 435,036 | 2,002 | 0.5% | $19.32万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,918.71万 | 1.69% | 690,345 | 23,459 | 3.5% | $167.15万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $5,279.36万 | 1.81% | 558,248 | 29,986 | 5.7% | $283.58万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $6,214.74万 | 2.13% | 726,955 | 4,736 | 0.7% | $40.49万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $6,862.23万 | 2.35% | 1,120,730 | 21,606 | 2.0% | $132.29万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $7,482.60万 | 2.56% | 1,885,735 | 28,467 | 1.5% | $112.96万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $8,054.92万 | 2.76% | 1,716,003 | 145,371 | 9.3% | $682.37万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $8,103.91万 | 2.78% | 267,482 | 615 | 0.2% | $18.63万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $1.01亿 | 3.47% | 2,339,266 | 52,602 | 2.3% | $227.66万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $1.02亿 | 3.49% | 2,172,807 | 112,062 | 5.4% | $524.88万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $1.03亿 | 3.53% | 1,248,235 | 29,302 | 2.4% | $241.71万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.18亿 | 4.06% | 1,614,048 | 68,661 | 4.4% | $504.04万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1.20亿 | 4.10% | 2,429,786 | 31,185 | 1.3% | $153.68万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1.64亿 | 5.64% | 1,202,952 | 1,202,952 | — | $1.64亿 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.65亿 | 5.65% | 1,049,707 | 17,782 | 1.7% | $279.12万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1.97亿 | 6.76% | 287,374 | 36,593 | 14.6% | $2,513.24万 | 加仓 |