Bogart Wealth, LLC
MCLEAN VA · SEC CIK 0001715740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WTRG | ESSENTIAL UTILS INC COM | $1,116 | 0.00% | 28 | -14 | -33.3% | -$558 | 减仓 |
| AYI | ACUITY INC COM | $1,121 | 0.00% | 4 | 4 | — | $1,121 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,125 | 0.00% | 14 | -23 | -62.2% | -$1,848 | 减仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $1,132 | 0.00% | 6 | -2 | -25.0% | -$377 | 减仓 |
| UAA | UNDER ARMOUR INC CL A | $1,135 | 0.00% | 192 | 1 | 0.5% | $6 | 加仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $1,137 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $1,148 | 0.00% | 37 | -6 | -14.0% | -$186 | 减仓 |
| COKE | COCA COLA CONS INC COM | $1,150 | 0.00% | 6 | -2 | -25.0% | -$383 | 减仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $1,151 | 0.00% | 62 | 62 | — | $1,151 | 新建仓 |
| FRHC | FREEDOM HOLDING CORP COM | $1,159 | 0.00% | 8 | 8 | — | $1,159 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1,163 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $1,170 | 0.00% | 45 | 45 | — | $1,170 | 新建仓 |
| MMSI | MERIT MED SYS INC COM | $1,172 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC COM CL A | $1,175 | 0.00% | 29 | 29 | — | $1,175 | 新建仓 |
| TW | TRADEWEB MKTS INC CL A | $1,177 | 0.00% | 10 | 5 | 100.0% | $588 | 加仓 |
| KVYO | KLAVIYO INC COM SER A | $1,187 | 0.00% | 61 | 27 | 79.4% | $525 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1,189 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,192 | 0.00% | 132 | 131 | 13,100.0% | $1,183 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $1,193 | 0.00% | 26 | 26 | — | $1,193 | 新建仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $1,206 | 0.00% | 34 | 19 | 126.7% | $674 | 加仓 |
| DBX | DROPBOX INC CL A | $1,227 | 0.00% | 54 | 34 | 170.0% | $773 | 加仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $1,230 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $1,234 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION COM | $1,234 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP COM | $1,237 | 0.00% | 20 | 12 | 150.0% | $742 | 加仓 |
| — | SUTRO BIOPHARMA INC COM SHS | $1,246 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $1,247 | 0.00% | 59 | 33 | 126.9% | $697 | 加仓 |
| CVNA | CARVANA CO CL A | $1,258 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC COM | $1,263 | 0.00% | 59 | 59 | — | $1,263 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $1,263 | 0.00% | 37 | 37 | — | $1,263 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $1,273 | 0.00% | 58 | -9 | -13.4% | -$198 | 减仓 |
| HURN | HURON CONSULTING GROUP INC COM | $1,275 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $1,281 | 0.00% | 22 | 13 | 144.4% | $757 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $1,291 | 0.00% | 32 | -144 | -81.8% | -$5,810 | 减仓 |
| ICUI | ICU MED INC COM | $1,292 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SPROTT SILVER MINERS & PHYSICAL SILVER ETF | $1,302 | 0.00% | 22 | 22 | — | $1,302 | 新建仓 |
| PNR | PENTAIR PLC SHS | $1,307 | 0.00% | 15 | 10 | 200.0% | $871 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $1,309 | 0.00% | 38 | 7 | 22.6% | $241 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1,309 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1,316 | 0.00% | 150 | 150 | — | $1,316 | 新建仓 |
| DXCM | DEXCOM INC COM | $1,319 | 0.00% | 21 | 5 | 31.2% | $314 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $1,322 | 0.00% | 50 | -36 | -41.9% | -$952 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $1,331 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1,340 | 0.00% | 56 | 22 | 64.7% | $526 | 重新持有 |
| SW | SMURFIT WESTROCK PLC SHS | $1,355 | 0.00% | 34 | 34 | — | $1,355 | 新建仓 |
| P | EVERPURE INC CL A | $1,358 | 0.00% | 23 | 2 | 9.5% | $118 | 加仓 |
| — | LIBERTY BROADBAND CORP COM SER C | $1,358 | 0.00% | 27 | 20 | 285.7% | $1,006 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1,367 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP COM | $1,367 | 0.00% | 37 | 37 | — | $1,367 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,370 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW COM | $1,376 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC CLASS A COM | $1,376 | 0.00% | 334 | 98 | 41.5% | $404 | 加仓 |
| RL | RALPH LAUREN CORP CL A | $1,376 | 0.00% | 4 | 4 | — | $1,376 | 新建仓 |
| MOS | MOSAIC CO COM | $1,377 | 0.00% | 54 | 18 | 50.0% | $459 | 重新持有 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $1,392 | 0.00% | 28 | 1 | 3.7% | $50 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC COM | $1,394 | 0.00% | 94 | 94 | — | $1,394 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1,400 | 0.00% | 15 | -8 | -34.8% | -$747 | 减仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $1,405 | 0.00% | 53 | 53 | — | $1,405 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1,408 | 0.00% | 15 | 12 | 400.0% | $1,126 | 加仓 |
| SEIC | SEI INVTS CO COM | $1,412 | 0.00% | 18 | 18 | — | $1,412 | 新建仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $1,416 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC COM | $1,419 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $1,426 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1,429 | 0.00% | 35 | -400 | -92.0% | -$1.63万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $1,430 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $1,433 | 0.00% | 7 | 4 | 133.3% | $819 | 重新持有 |
| RBA | RB GLOBAL INC COM | $1,438 | 0.00% | 15 | 2 | 15.4% | $192 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $1,441 | 0.00% | 3 | 1 | 50.0% | $480 | 加仓 |
| ATI | ATI INC COM | $1,455 | 0.00% | 10 | 5 | 100.0% | $728 | 加仓 |
| KAI | KADANT INC COM | $1,462 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC COMMON STOCK | $1,462 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $1,464 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $1,469 | 0.00% | 78 | 31 | 66.0% | $584 | 加仓 |
| CMS | CMS ENERGY CORP COM | $1,474 | 0.00% | 19 | 12 | 171.4% | $931 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $1,480 | 0.00% | 14 | -6 | -30.0% | -$634 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1,480 | 0.00% | 40 | 24 | 150.0% | $888 | 加仓 |
| — | GATES INDL CORP PLC ORD SHS | $1,492 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,499 | 0.00% | 151 | 1 | 0.7% | $10 | 加仓 |
| BRO | BROWN & BROWN INC COM | $1,500 | 0.00% | 23 | 17 | 283.3% | $1,109 | 加仓 |
| INCY | INCYTE CORP COM | $1,506 | 0.00% | 16 | 8 | 100.0% | $753 | 加仓 |
| AGCO | AGCO CORP COM | $1,506 | 0.00% | 13 | 13 | — | $1,506 | 新建仓 |
| IVZ | INVESCO LTD SHS | $1,506 | 0.00% | 62 | 62 | — | $1,506 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $1,512 | 0.00% | 8 | -542 | -98.5% | -$10.24万 | 减仓 |
| MORN | MORNINGSTAR INC COM | $1,521 | 0.00% | 9 | 5 | 125.0% | $845 | 加仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $1,529 | 0.00% | 15 | 12 | 400.0% | $1,223 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,540 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $1,548 | 0.00% | 7 | -2 | -22.2% | -$442 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $1,553 | 0.00% | 39 | 26 | 200.0% | $1,035 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1,564 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS COM | $1,565 | 0.00% | 17 | 2 | 13.3% | $184 | 加仓 |
| TXT | TEXTRON INC COM | $1,576 | 0.00% | 18 | 12 | 200.0% | $1,051 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,577 | 0.00% | 4 | 4 | — | $1,577 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1,585 | 0.00% | 42 | 42 | — | $1,585 | 新建仓 |
| RPM | RPM INTL INC COM | $1,590 | 0.00% | 16 | 16 | — | $1,590 | 新建仓 |
| MTRN | MATERION CORP COM | $1,591 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $1,594 | 0.00% | 6 | 4 | 200.0% | $1,063 | 加仓 |
| IOT | SAMSARA INC COM CL A | $1,616 | 0.00% | 51 | 38 | 292.3% | $1,204 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $1,623 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD ORD | $1,637 | 0.00% | 25 | 25 | — | $1,637 | 新建仓 |
| WCC | WESCO INTL INC COM | $1,642 | 0.00% | 6 | 6 | — | $1,642 | 新建仓 |