13F 机构持仓

Bogart Wealth, LLC

MCLEAN VA · SEC CIK 0001715740

2026Q22026Q1 更早 9 个季度 🔒
$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
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

EXXON MOBIL CO 8.0%
VOO 5.8%
ACWI 5.5%
BND 4.4%
CGDV 3.9%
UITB 3.7%
JIRE 3.6%
RECS 3.4%
JCPB 2.8%
FNDE 2.7%

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
— BRC INC COM CL A $6990.00%900 00.0% — 不变
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF $7040.00%10 00.0% — 不变
BALL BALL CORP COM $7090.00%12 19.1% $59 加仓
— MASIMO CORP COM $7110.00%4 4— $711 新建仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $7140.00%142 00.0% — 不变
OCGN OCUGEN INC COM $7240.00%400 400— $724 新建仓
CHH CHOICE HOTELS INTL INC COM $7250.00%7 -5-41.7% -$518 减仓
ALGM ALLEGRO MICROSYSTEMS INC COM $7250.00%23 00.0% — 不变
FELE FRANKLIN ELEC INC COM $7370.00%8 00.0% — 不变
CNM CORE & MAIN INC CL A $7410.00%15 15— $741 新建仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $7470.00%15 00.0% — 不变
SM SM ENERGY COMPANY COM $7480.00%24 24— $748 新建仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $7510.00%11 00.0% — 不变
JHX JAMES HARDIE INDS PLC ORD SHS $7580.00%40 -1-2.4% -$19 减仓
COLM COLUMBIA SPORTSWEAR CO COM $7670.00%14 440.0% $219 加仓
SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF $7690.00%15 00.0% — 不变
XBI STATE STREET SPDR S&P BIOTECH ETF $7700.00%6 00.0% — 不变
— INVESCO INDIA ETF $7800.00%38 00.0% — 不变
DKS DICKS SPORTING GOODS INC COM $7930.00%4 -1-20.0% -$198 减仓
GFL GFL ENVIRONMENTAL INC SUB VTG SHS $7930.00%19 00.0% — 不变
E ENI SPA SPONSORED ADR $7930.00%14 14— $793 新建仓
TMFC MOTLEY FOOL 100 INDEX ETF $7940.00%12 450.0% $265 加仓
— FREIGHTCAR AMER INC COM $7970.00%100 100— $797 新建仓
KD KYNDRYL HLDGS INC COMMON STOCK $8000.00%61 2256.4% $289 加仓
IR INGERSOLL RAND INC COM $8010.00%10 466.7% $320 加仓
— TILRAY BRANDS INC COM $8020.00%124 108.8% $65 加仓
AKAM AKAMAI TECHNOLOGIES INC COM $8040.00%7 -14-66.7% -$1,608 减仓
SKY CHAMPION HOMES INC COM $8180.00%11 00.0% — 不变
GEVO GEVO INC COM PAR $8190.00%300 300— $819 新建仓
STNG SCORPIO TANKERS INC SHS $8210.00%11 00.0% — 不变
UFPI UFP INDUSTRIES INC COM $8290.00%9 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN COM NEW $8300.00%5 -2-28.6% -$332 减仓
— MFS INTER INCOME TR SH BEN INT $8360.00%333 00.0% — 不变
GLPI GAMING & LEISURE P COM $8430.00%19 646.2% $266 加仓
SNX TD SYNNEX CORPORATION COM $8440.00%5 5— $844 新建仓
VYX NCR VOYIX CORPORATION COM $8480.00%134 00.0% — 不变
CLSK CLEANSPARK INC COM NEW $8510.00%100 00.0% — 不变
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $8590.00%8 8— $859 新建仓
HYLN HYLIION HOLDINGS CORP COMMON STOCK $8800.00%500 00.0% — 不变
BILL BILL HOLDINGS INC COM $8810.00%23 00.0% — 不变
CGNX COGNEX CORP COM $8820.00%18 18— $882 新建仓
CTO CTO RLTY GROWTH INC NEW COM $8880.00%48 48— $888 新建仓
OWL BLUE OWL CAPITAL INC COM CL A $8950.00%98 -44-31.0% -$402 减仓
TMDX TRANSMEDICS GROUP INC COM $8950.00%9 00.0% — 不变
HACK AMPLIFY CYBERSECURITY ETF $9020.00%12 00.0% — 不变
IDCC INTERDIGITAL INC COM $9060.00%3 3— $906 新建仓
IPAR INTERPARFUMS INC COM $9080.00%10 00.0% — 不变
JLL JONES LANG LASALLE INC COM $9130.00%3 150.0% $304 加仓
ALT ALTIMMUNE INC COM NEW $9180.00%298 298— $918 新建仓
MIDD MIDDLEBY CORP COM $9280.00%7 7— $928 新建仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $9300.00%47 1546.9% $297 加仓
BAX BAXTER INTL INC COM $9410.00%56 29107.4% $487 加仓
RDDT REDDIT INC CL A $9430.00%7 -2-22.2% -$269 减仓
RGEN REPLIGEN CORP COM $9430.00%8 4100.0% $472 重新持有
TAP MOLSON COORS BEVERAGE CO CL B $9470.00%22 -11-33.3% -$474 减仓
SN SHARKNINJA INC COM SHS $9530.00%9 9— $953 新建仓
ITT ITT INC COM $9530.00%5 5— $953 新建仓
AVTR AVANTOR INC COM $9560.00%122 80190.5% $627 重新持有
BUR BURFORD CAP LTD ORD SHS $9630.00%213 213— $963 新建仓
NXT NEXTPOWER INC CLASS A COM $9640.00%8 00.0% — 不变
ESAB ESAB CORPORATION COM $9670.00%10 10— $967 新建仓
GIII G III APPAREL GROUP LTD COM $9700.00%35 00.0% — 不变
RVMD REVOLUTION MEDICINES INC COM $9730.00%10 10— $973 新建仓
FSS FEDERAL SIGNAL CORP COM $9730.00%9 9— $973 新建仓
SAIL SAILPOINT INC COM $9800.00%74 48184.6% $636 加仓
MUSA MURPHY USA INC COM $9880.00%2 1100.0% $494 加仓
PINS PINTEREST INC CL A $9900.00%54 2586.2% $458 加仓
GDDY GODADDY INC CL A $9920.00%12 6100.0% $496 加仓
HLNE HAMILTON LANE INC CL A $9940.00%10 10— $994 新建仓
WST WEST PHARMACEUTICAL SVSC INC COM $1,0030.00%4 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS INC COM $1,0030.00%16 16— $1,003 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $1,0160.00%14 -22-61.1% -$1,597 减仓
LFUS LITTELFUSE INC COM $1,0180.00%3 3— $1,018 新建仓
VFC V F CORP COM $1,0190.00%60 -20-25.0% -$340 减仓
CAR AVIS BUDGET GROUP INC COM $1,0210.00%7 7— $1,021 新建仓
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $1,0220.00%17 00.0% — 不变
GATX GATX CORP COM $1,0240.00%6 3100.0% $512 加仓
VOYA VOYA FINANCIAL INC COM $1,0250.00%15 8114.3% $547 加仓
PNW PINNACLE WEST CAP CORP COM $1,0370.00%10 00.0% — 不变
NBIS NEBIUS GROUP N.V. SHS CLASS A $1,0380.00%10 10— $1,038 新建仓
EQH EQUITABLE HLDGS INC COM $1,0390.00%28 28— $1,039 新建仓
WFRD WEATHERFORD INTL PLC ORD SHS $1,0400.00%11 00.0% — 不变
STEP STEPSTONE GROUP INC COM CL A $1,0500.00%22 22— $1,050 新建仓
— TOPBUILD COR COM $1,0540.00%3 150.0% $351 加仓
CYTK CYTOKINETICS INC COM NEW $1,0550.00%16 16— $1,055 新建仓
OGE OGE ENERGY CORP COM $1,0550.00%22 11100.0% $528 重新持有
SBCF SEACOAST BKG CORP FLA COM NEW $1,0600.00%35 00.0% — 不变
LNC LINCOLN NATL CORP IND COM $1,0650.00%30 16114.3% $568 重新持有
WWD WOODWARD INC COM $1,0740.00%3 3— $1,074 新建仓
EPAM EPAM SYS INC COM $1,0830.00%8 360.0% $406 加仓
CAE CAE INC COM $1,0940.00%42 00.0% — 不变
UA UNDER ARMOUR INC CL C $1,1000.00%190 10.5% $6 加仓
— KNIGHTSCOPE INC CL A NEW $1,1010.00%264 00.0% — 不变
FLS FLOWSERVE CORP COM $1,1030.00%15 15— $1,103 新建仓
TKR TIMKEN CO COM $1,1060.00%11 11— $1,106 新建仓
TRU TRANSUNION COM $1,1070.00%16 16— $1,107 新建仓
AAP ADVANCE AUTO PARTS INC COM $1,1080.00%21 00.0% — 不变
— WEBSTER FINL CORP COM $1,1110.00%16 777.8% $486 加仓
SLM SLM CORP COM $1,1130.00%52 52— $1,113 新建仓
EXEL EXELIXIS INC COM $1,1150.00%26 -15-36.6% -$643 减仓