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
RUM RUM GROUP INC COM CL A $9510.00%150 150— $951 新建仓
XBI STATE STREET SPDR S&P BIOTECH ETF $9550.00%6 00.0% — 不变
BRKR BRUKER CORP COM $9630.00%16 00.0% — 不变
SKY CHAMPION HOMES INC COM $9690.00%11 00.0% — 不变
VREX VAREX IMAGING CORP COM $9700.00%93 93— $970 新建仓
JBLU JETBLUE AIRWAYS CORP COM $9910.00%173 118214.5% $676 加仓
— BRC INC COM CL A $9990.00%900 00.0% — 不变
CCS CENTURY COMMUNITIES INC COM $1,0030.00%14 14— $1,003 新建仓
— TAYLOR MORRISON HOME CORP COM $1,0040.00%14 -8-36.4% -$574 减仓
AUGO AURA MINERALS INC SHS NEW $1,0070.00%16 16— $1,007 新建仓
ALSN ALLISON TRANSMISSION HLDGS INC COM $1,0150.00%9 -9-50.0% -$1,015 减仓
OWL BLUE OWL CAPITAL INC COM CL A $1,0150.00%116 1818.4% $158 加仓
EVH EVOLENT HEALTH INC CL A $1,0190.00%188 188— $1,019 新建仓
— NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN $1,0230.00%23 -19-45.2% -$845 减仓
XRX XEROX HOLDINGS CORP COM NEW $1,0240.00%327 285678.6% $892 加仓
ELS EQUITY LIFESTYLE PROPERTIES COM $1,0310.00%16 -46-74.2% -$2,964 减仓
MAGN MAGNERA CORP COM SHS $1,0340.00%88 88— $1,034 新建仓
JHX JAMES HARDIE INDS PLC ORD SHS $1,0470.00%40 00.0% — 不变
— EXPRO LTD ORD SHS $1,0490.00%71 71— $1,049 新建仓
CAE CAE INC COM $1,0530.00%42 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $1,0530.00%4 4— $1,053 新建仓
LLYVK LIBERTY LIVE HOLDINGS INC COM SHS SER C $1,0560.00%10 5100.0% $528 加仓
SWX SOUTHWEST GAS HLDGS INC COM $1,0640.00%12 -23-65.7% -$2,039 重新持有
MDGL MADRIGAL PHARMACEUTICALS INC COM $1,0740.00%2 1100.0% $537 加仓
PACK RANPAK HOLDINGS CORP COM CL A $1,0750.00%147 147— $1,075 新建仓
AGCO AGCO CORP COM $1,0770.00%9 -4-30.8% -$479 减仓
IVZ INVESCO LTD SHS $1,0820.00%41 -21-33.9% -$554 减仓
SETM SPROTT CRITICAL MATERIALS ETF $1,0910.00%35 35— $1,091 新建仓
VYX NCR VOYIX CORPORATION COM $1,0950.00%134 00.0% — 不变
NSIT INSIGHT ENTERPRISES INC COM $1,0960.00%9 00.0% — 不变
— FTC SOLAR INC COM NEW $1,0970.00%216 216— $1,097 新建仓
— SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF $1,1040.00%22 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $1,1110.00%9 9— $1,111 新建仓
— NUVALENT INC COM $1,1120.00%9 9— $1,112 新建仓
IPAR INTERPARFUMS INC COM $1,1190.00%10 00.0% — 不变
FOUR SHIFT4 PMTS INC CL A $1,1190.00%23 23— $1,119 新建仓
SM SM ENERGY COMPANY COM $1,1220.00%43 1979.2% $496 加仓
LPLA LPL FINL HLDGS INC COM $1,1270.00%4 -3-42.9% -$845 减仓
CTGO CONTANGO SILVER & GOLD INC COM $1,1370.00%72 72— $1,137 新建仓
IX ORIX CORP SPONSORED ADR $1,1410.00%30 1050.0% $380 加仓
OLLI OLLIES BARGAIN OUTLET HLDGS COM $1,1530.00%15 -2-11.8% -$154 减仓
SBCF SEACOAST BKG CORP FLA COM NEW $1,1640.00%35 00.0% — 不变
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $1,1650.00%17 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1,1710.00%31 31— $1,171 新建仓
E ENI SPA SPONSORED ADR $1,1720.00%25 1178.6% $516 加仓
SGI SOMNIGROUP INTERNATIONAL INC COM $1,1760.00%15 9150.0% $706 加仓
STNG SCORPIO TANKERS INC SHS $1,1770.00%17 654.5% $415 加仓
CLNE CLEAN ENERGY FUELS CORP COM $1,1790.00%575 00.0% — 不变
GIII G III APPAREL GROUP LTD COM $1,1800.00%35 00.0% — 不变
UA UNDER ARMOUR INC CL C $1,1820.00%190 00.0% — 不变
DPZ DOMINOS PIZZA INC COM $1,1840.00%4 -13-76.5% -$3,848 减仓
EXE EXPAND ENERGY CORPORATION COM $1,1850.00%13 121,200.0% $1,094 加仓
FOXA FOX CORP CL A COM $1,2000.00%23 13130.0% $678 加仓
LINE LINEAGE INC COM $1,2110.00%28 15115.4% $649 加仓
SPXC SPX TECHNOLOGIES INC COM $1,2260.00%5 3150.0% $736 加仓
UAA UNDER ARMOUR INC CL A $1,2270.00%192 00.0% — 不变
MBB ISHARES MBS ETF $1,2290.00%13 00.0% — 不变
POST POST HLDGS INC COM $1,2360.00%14 9180.0% $795 加仓
AMH AMERICAN HOMES 4 RENT CL A $1,2400.00%37 32640.0% $1,072 加仓
UVE UNIVERSAL INS HLDGS INC COM $1,2460.00%30 30— $1,246 新建仓
LMAT LEMAITRE VASCULAR INC COM $1,2470.00%13 00.0% — 不变
BBWI BATH & BODY WORKS INC COM $1,2490.00%54 54— $1,249 新建仓
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF $1,2520.00%49 00.0% — 不变
AVNT AVIENT CORPORATION COM $1,2570.00%34 00.0% — 不变
HACK AMPLIFY CYBERSECURITY ETF $1,2600.00%12 00.0% — 不变
SIGI SELECTIVE INS GROUP INC COM $1,2610.00%13 13— $1,261 新建仓
EQH EQUITABLE HLDGS INC COM $1,2730.00%29 13.6% $44 加仓
BITB BITWISE BITCOIN ETF TRUST $1,2740.00%40 -20-33.3% -$637 减仓
WWD WOODWARD INC COM $1,2760.00%3 00.0% — 不变
OMF ONEMAIN HLDGS INC COM $1,2800.00%21 -35-62.5% -$2,133 减仓
AXS AXIS CAP HLDGS LTD SHS $1,2890.00%12 6100.0% $644 加仓
ADT ADT INC DEL COM $1,3000.00%200 112127.3% $728 加仓
AUR AURORA INNOVATION INC CLASS A COM $1,3030.00%191 -143-42.8% -$976 减仓
WFRD WEATHERFORD INTL PLC ORD SHS $1,3040.00%16 545.5% $408 加仓
AAP ADVANCE AUTO PARTS INC COM $1,3070.00%21 00.0% — 不变
OPRT OPORTUN FINL CORP COM $1,3130.00%230 230— $1,313 新建仓
LUNR INTUITIVE MACHINES INC CLASS A COM $1,3260.00%62 00.0% — 不变
MAS MASCO CORP COM $1,3270.00%16 -409-96.2% -$3.39万 减仓
OGN ORGANON & CO COMMON STOCK $1,3270.00%98 00.0% — 不变
RIO RIO TINTO PLC SPONSORED ADR $1,3290.00%14 8133.3% $759 加仓
G GENPACT LIMITED SHS $1,3480.00%49 36276.9% $990 重新持有
AMG AFFILIATED MANAGERS GROUP COM $1,3540.00%4 -4-50.0% -$1,354 减仓
NVT NVENT ELEC PLC SHS $1,3570.00%8 -7-46.7% -$1,187 减仓
DKS DICKS SPORTING GOODS INC COM $1,3610.00%6 250.0% $454 加仓
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS $1,3690.00%56 2793.1% $660 加仓
TXT TEXTRON INC COM $1,3760.00%15 -3-16.7% -$275 减仓
— GAMESTOP CORP NEW WT EXP 103026 $1,3950.00%500 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC SHS $1,4210.00%19 19— $1,421 新建仓
FIG FIGMA INC CLASS A COM STK $1,4290.00%79 2033.9% $362 加仓
NXT NEXTPOWER INC CLASS A COM $1,4300.00%12 450.0% $477 加仓
GNE GENIE ENERGY LTD CL B $1,4450.00%100 100— $1,445 新建仓
QDEL QUIDELORTHO CORP COM $1,4540.00%83 83— $1,454 新建仓
CLSK CLEANSPARK INC COM NEW $1,4550.00%100 00.0% — 不变
NRG NRG ENERGY INC COM NEW $1,4610.00%10 -7-41.2% -$1,023 减仓
ICUI ICU MED INC COM $1,4660.00%10 00.0% — 不变
ENOV ENOVIS CORPORATION COM $1,4700.00%71 71— $1,470 新建仓
STE STERIS PLC SHS USD $1,4740.00%7 00.0% — 不变
STEP STEPSTONE GROUP INC COM CL A $1,4890.00%36 1463.6% $579 加仓
PRF INVESCO RAFI US 1000 ETF $1,5130.00%28 00.0% — 不变
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW $1,5360.00%155 155— $1,536 新建仓