13F 机构持仓

Bogart Wealth, LLC

MCLEAN VA · SEC CIK 0001715740

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$29.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.8%
ACWI 5.6%
XOM 5.6%
CGDV 4.1%
BND 4.1%
JIRE 3.5%
UITB 3.5%
RECS 3.5%
QQQM 2.8%
JCPB 2.8%

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
GEVO GEVO INC COM PAR $4500.00%300 00.0% — 不变
EXP EAGLE MATLS INC COM $4500.00%2 2— $450 新建仓
IEX IDEX CORP COM $4540.00%2 -1-33.3% -$227 减仓
BIDU BAIDU INC SPON ADR REP A $4570.00%4 00.0% — 不变
RKT ROCKET COS INC COM CL A $4570.00%29 271,350.0% $425 加仓
CNMD CONMED CORP COM $4580.00%14 14— $458 新建仓
IBP INSTALLED BLDG PRODS INC COM $4600.00%2 00.0% — 不变
WMG WARNER MUSIC GROUP CORP COM CL A $4600.00%17 17— $460 新建仓
PR PERMIAN RESOURCES CORP CLASS A COM $4600.00%25 25— $460 新建仓
DUOL DUOLINGO INC CL A COM $4600.00%4 133.3% $115 重新持有
RIG TRANSOCEAN LTD REGISTERED SHS $4600.00%94 94— $460 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $4680.00%42 32320.0% $357 加仓
WMK WEIS MKTS INC COM $4700.00%6 6— $470 新建仓
HLNE HAMILTON LANE INC CL A $4730.00%6 -4-40.0% -$315 减仓
— SILVERCREST ASSET MGMT GROUP CL A $4750.00%47 47— $475 新建仓
MTG MGIC INVT CORP WIS COM $4790.00%17 00.0% — 不变
FER FERROVIAL NV ORD SHS $4800.00%7 7— $480 新建仓
OSG OCTAVE SPECIALTY GROUP INC COM NEW $4800.00%77 77— $480 新建仓
WYNN WYNN RESORTS LTD COM $4850.00%5 00.0% — 不变
SMTC SEMTECH CORP COM $4860.00%3 3— $486 新建仓
TTD THE TRADE DESK INC COM CL A $4880.00%27 28.0% $36 加仓
— ALIGHT INC COM SHS CL A $4890.00%874 874— $489 新建仓
— SPOK HLDGS INC COM $4920.00%48 48— $492 新建仓
EBS EMERGENT BIOSOLUTIONS INC COM $4940.00%59 59— $494 新建仓
INR INFINITY NAT RES INC COM CL A $4950.00%39 39— $495 新建仓
YETI YETI HLDGS INC COM $4960.00%10 00.0% — 不变
TW TRADEWEB MKTS INC CL A $4980.00%5 -5-50.0% -$498 减仓
PONY PONY AI INC SPONSORED ADS $5000.00%72 00.0% — 不变
LKQ LKQ CORP COM $5000.00%19 -4-17.4% -$105 减仓
JEF JEFFERIES FINANCIAL GROUP INC COM $5000.00%10 111.1% $50 重新持有
Z ZILLOW GROUP INC CL C CAP STK $5040.00%16 545.5% $158 加仓
FMC FMC CORP COM NEW $5060.00%44 44— $506 新建仓
— EPSILON ENERGY LTD COM $5090.00%94 94— $509 新建仓
IYR ISHARES U.S. REAL ESTATE ETF $5110.00%5 00.0% — 不变
GNW GENWORTH FINL INC COM SHS $5110.00%54 54— $511 新建仓
— SOUND FINL BANCORP INC COM $5170.00%12 12— $517 新建仓
PBLS PARABILIS MEDICINES INC COM $5200.00%19 19— $520 新建仓
YORW YORK WTR CO COM $5210.00%17 17— $521 新建仓
— AGENUS INC COM NEW $5230.00%171 171— $523 新建仓
MSA MSA SAFETY INC COM $5240.00%3 00.0% — 不变
MDXG MIMEDX GROUP INC COM $5240.00%136 136— $524 新建仓
EMBC EMBECTA CORP COMMON STOCK $5250.00%161 161— $525 新建仓
RNA ATRIUM THERAPEUTICS INC COM $5250.00%39 39— $525 新建仓
SEIC SEI INVTS CO COM $5260.00%6 -12-66.7% -$1,052 减仓
DCH DAUCH CORP COM $5260.00%97 97— $526 新建仓
OII OCEANEERING INTL INC COM $5270.00%13 13— $527 新建仓
— SKINHEALTH SYSTEMS INC COM CL A $5290.00%764 764— $529 新建仓
BWA BORGWARNER INC COM $5310.00%8 -2-20.0% -$133 减仓
BWIN THE BALDWIN INSURANCE GRP INC COM CL A $5320.00%20 20— $532 新建仓
NNI NELNET INC CL A $5330.00%4 4— $533 新建仓
TNL TRAVEL PLUS LEISURE CO COM $5350.00%7 00.0% — 不变
BRX BRIXMOR PPTY GROUP INC COM $5360.00%17 -172-91.0% -$5,423 减仓
LEA LEAR CORP COM NEW $5360.00%4 4— $536 新建仓
PNR PENTAIR PLC SHS $5370.00%7 -8-53.3% -$614 减仓
CHDN CHURCHILL DOWNS INC COM $5380.00%6 120.0% $90 重新持有
FNKO FUNKO INC COM CL A $5410.00%92 92— $541 新建仓
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $5420.00%9 480.0% $241 加仓
TIGO MILLICOM INTL CELLULAR S A COM STK $5450.00%6 6— $545 新建仓
— AUREUS GREENWAY HLDGS INC COM $5470.00%137 137— $547 新建仓
PRK PARK NATL CORP COM $5490.00%3 3— $549 新建仓
— KNIGHTSCOPE INC CL A NEW $5570.00%264 00.0% — 不变
— TILRAY BRANDS INC COM $5570.00%124 00.0% — 不变
SFD SMITHFIELD FOODS INC COM $5580.00%23 315.0% $73 加仓
SF STIFEL FINL CORP COM $5580.00%8 8— $558 新建仓
BTSG BRIGHTSPRING HEALTH SVCS INC COM $5580.00%8 8— $558 新建仓
NOK NOKIA CORP SPONSORED ADR $5580.00%42 42— $558 新建仓
NWL NEWELL BRANDS INC COM $5590.00%91 91— $559 新建仓
— OUTSET MED INC COM NEW $5620.00%130 130— $562 新建仓
HR HEALTHCARE RLTY TR CL A COM $5650.00%28 00.0% — 不变
MFM ABERDEEN MUN INCOME FD SH BEN INT $5650.00%101 101— $565 新建仓
— BATTALION OIL CORP COM $5650.00%431 431— $565 新建仓
— NI HLDGS INC COM $5660.00%36 36— $566 新建仓
NTR NUTRIEN LTD COM $5670.00%9 -70-88.6% -$4,410 减仓
HHH HOWARD HUGHES HOLDINGS INC COM $5720.00%8 00.0% — 不变
CPT CAMDEN PPTY TR SH BEN INT $5720.00%5 00.0% — 重新持有
UNIT UNITI GROUP LLC COM SHS $5740.00%50 50— $574 新建仓
FRPH FRP HLDGS INC COM $5750.00%23 23— $575 新建仓
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $5770.00%7 -383-98.2% -$3.16万 重新持有
PHIN PHINIA INC COMMON STOCK $5770.00%7 7— $577 新建仓
WSC WILLSCOT HLDGS CORP COM CL A $5770.00%20 -4-16.7% -$115 重新持有
JBTM JBT MAREL CORPORATION COM $5800.00%4 133.3% $145 加仓
THRM GENTHERM INC COM $5800.00%17 17— $580 新建仓
INTA INTAPP INC COM $5800.00%23 -3-11.5% -$76 重新持有
PCVX VAXCYTE INC COM $5810.00%10 225.0% $116 加仓
PLAY DAVE & BUSTERS ENTMT INC COM $5810.00%51 51— $581 新建仓
ILTB ISHARES CORE 10 YEAR USD BOND ETF $5910.00%12 00.0% — 不变
HLF HERBALIFE LTD COM SHS $5920.00%45 45— $592 新建仓
ITT ITT INC COM $5930.00%3 -2-40.0% -$395 减仓
FND FLOOR & DECOR HLDGS INC CL A $5940.00%10 -1-9.1% -$59 减仓
VIRT VIRTU FINL INC CL A $5960.00%10 10— $596 新建仓
TMDX TRANSMEDICS GROUP INC COM $5980.00%9 00.0% — 不变
RGNX REGENXBIO INC COM $5990.00%50 50— $599 新建仓
— BLACKROCK HEALTH SCIENCES TR COM $6010.00%14 00.0% — 不变
IRDM IRIDIUM COMMUNICATIONS INC COM $6030.00%11 00.0% — 不变
IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF $6040.00%19 19— $604 新建仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $6090.00%38 38— $609 新建仓
TDOC TELADOC HEALTH INC COM $6110.00%72 00.0% — 不变
ULS UL SOLUTIONS INC CLASS A COM SHS $6110.00%6 -2-25.0% -$204 重新持有
OCGN OCUGEN INC COM $6120.00%400 00.0% — 不变
— TECOGEN INC NEW COM NEW $6160.00%118 118— $616 新建仓