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 |
|---|---|---|---|---|---|---|---|---|
| SPNT | SIRIUSPOINT LTD COM | $120 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $128 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC ORD SHS | $129 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC COM | $136 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC COM | $136 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $136 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $139 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | CREATIVE MED TECHNOLOGY HLDGS COM NEW | $145 | 0.00% | 100 | 100 | — | $145 | 新建仓 |
| — | LANDS END INC NEW COM | $147 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | RIVERVIEW BANCORP INC COM | $147 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $148 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $151 | 0.00% | 1 | -3 | -75.0% | -$453 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $156 | 0.00% | 6 | 6 | — | $156 | 新建仓 |
| — | TRAEGER INC COM NEW | $158 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $160 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC COM CL B | $164 | 0.00% | 50 | 50 | — | $164 | 新建仓 |
| BCML | BAYCOM CORP COM | $165 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $168 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC SPONSORED ADR | $172 | 0.00% | 6 | 6 | — | $172 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $173 | 0.00% | 1 | 1 | — | $173 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $175 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC COM | $177 | 0.00% | 13 | -748 | -98.3% | -$1.02万 | 减仓 |
| WSE | WISE GROUP PLC ORD SHS CLASS A | $179 | 0.00% | 15 | 15 | — | $179 | 新建仓 |
| VALE | VALE S A SPONSORED ADS | $180 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP & INM COM | $180 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $181 | 0.00% | 8 | 7 | 700.0% | $158 | 加仓 |
| — | SACHEM CAP CORP COM | $198 | 0.00% | 211 | 2 | 1.0% | $2 | 加仓 |
| ASH | ASHLAND INC COM | $198 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS COM | $203 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC COM | $214 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $218 | 0.00% | 8 | 6 | 300.0% | $164 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $219 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $228 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $234 | 0.00% | 8 | -26 | -76.5% | -$760 | 减仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $236 | 0.00% | 7 | 7 | — | $236 | 新建仓 |
| — | RENAISSANCE IPO ETF | $238 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $244 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC COM | $245 | 0.00% | 4 | -47 | -92.2% | -$2,879 | 减仓 |
| BALL | BALL CORP COM | $250 | 0.00% | 4 | -8 | -66.7% | -$500 | 减仓 |
| TREX | TREX INC COM | $250 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC COM | $251 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $257 | 0.00% | 2 | -5 | -71.4% | -$642 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $259 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | IONEER LTD SPONSORED ADS | $260 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC COM | $265 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $266 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $267 | 0.00% | 1 | -999 | -99.9% | -$26.67万 | 减仓 |
| PATK | PATRICK INDS INC COM | $269 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC COM NEW | $270 | 0.00% | 9 | -125 | -93.3% | -$3,750 | 减仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $277 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP COM | $283 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $285 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP COM | $290 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $293 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $298 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | TELIX PHARMACEUTICAL LTD SPONSORED ADS | $300 | 0.00% | 26 | 26 | — | $300 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $301 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $304 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC COM | $310 | 0.00% | 1 | -2 | -66.7% | -$620 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $310 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $314 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $321 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC COM | $322 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $325 | 0.00% | 37 | 37 | — | $325 | 新建仓 |
| — | VOLATILITY SHARES TRUST XRP ETF | $327 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC COM | $331 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $331 | 0.00% | 10 | 10 | — | $331 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $334 | 0.00% | 7 | -30 | -81.1% | -$1,431 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $334 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP COM | $337 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $339 | 0.00% | 10 | 10 | — | $339 | 新建仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $340 | 0.00% | 8 | 8 | — | $340 | 新建仓 |
| WCC | WESCO INTL INC COM | $345 | 0.00% | 1 | -5 | -83.3% | -$1,725 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $346 | 0.00% | 26 | -21 | -44.7% | -$279 | 减仓 |
| PUK | PRUDENTIAL PLC ADR | $349 | 0.00% | 13 | 13 | — | $349 | 新建仓 |
| IMAX | IMAX CORP COM | $359 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC COM | $362 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $364 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $365 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $369 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $372 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $372 | 0.00% | 1 | 1 | — | $372 | 新建仓 |
| AYI | ACUITY INC COM | $377 | 0.00% | 1 | -3 | -75.0% | -$1,131 | 减仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $377 | 0.00% | 12 | 12 | — | $377 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $378 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | GROWGENERATION CORP COM | $382 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION COM SHS | $383 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $383 | 0.00% | 4 | 4 | — | $383 | 新建仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $387 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $388 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $400 | 0.00% | 4 | 2 | 100.0% | $200 | 加仓 |
| FTS | FORTIS INC COM | $401 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $402 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC COM | $402 | 0.00% | 270 | 270 | — | $402 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $407 | 0.00% | 15 | 15 | — | $407 | 新建仓 |
| WTI | W & T OFFSHORE INC COM | $410 | 0.00% | 130 | 130 | — | $410 | 新建仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $421 | 0.00% | 20 | -255 | -92.7% | -$5,368 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $425 | 0.00% | 22 | 22 | — | $425 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $427 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $442 | 0.00% | 2 | 2 | — | $442 | 新建仓 |