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 |
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH COM | $1,694 | 0.00% | 4 | 4 | — | $1,694 | 新建仓 |
| — | THOMSON REUTERS CORP COM | $1,710 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL COM | $1,710 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $1,713 | 0.00% | 7 | -5 | -41.7% | -$1,224 | 减仓 |
| CPNG | COUPANG INC CL A | $1,718 | 0.00% | 91 | 42 | 85.7% | $793 | 加仓 |
| BDC | BELDEN INC COM | $1,722 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1,739 | 0.00% | 7 | -8 | -53.3% | -$1,987 | 减仓 |
| OC | OWENS CORNING NEW COM | $1,742 | 0.00% | 16 | 10 | 166.7% | $1,089 | 加仓 |
| CNA | CNA FINL CORP COM | $1,745 | 0.00% | 38 | 7 | 22.6% | $321 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $1,747 | 0.00% | 34 | 34 | — | $1,747 | 新建仓 |
| UNM | UNUM GROUP COM | $1,753 | 0.00% | 24 | 10 | 71.4% | $730 | 加仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1,756 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES ST SHS | $1,763 | 0.00% | 146 | 2 | 1.4% | $24 | 加仓 |
| OSK | OSHKOSH CORP COM | $1,767 | 0.00% | 12 | 12 | — | $1,767 | 新建仓 |
| TDC | TERADATA CORP DEL COM | $1,768 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $1,774 | 0.00% | 15 | 9 | 150.0% | $1,064 | 重新持有 |
| DT | DYNATRACE INC COM NEW | $1,775 | 0.00% | 48 | 38 | 380.0% | $1,405 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1,779 | 0.00% | 3 | 1 | 50.0% | $593 | 加仓 |
| BOKF | BOK FINL CORP COM NEW | $1,793 | 0.00% | 14 | -1 | -6.7% | -$128 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $1,807 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP COM | $1,808 | 0.00% | 22 | 22 | — | $1,808 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $1,824 | 0.00% | 41 | -2 | -4.7% | -$89 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $1,831 | 0.00% | 10 | 6 | 150.0% | $1,099 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $1,836 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC COM SER A | $1,842 | 0.00% | 67 | -223 | -76.9% | -$6,131 | 重新持有 |
| APA | APA CORPORATION COM | $1,867 | 0.00% | 44 | 44 | — | $1,867 | 新建仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $1,877 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $1,881 | 0.00% | 36 | 26 | 260.0% | $1,358 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $1,885 | 0.00% | 1 | 1 | — | $1,885 | 新建仓 |
| IESC | IES HOLDINGS INC COM | $1,906 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC COM | $1,915 | 0.00% | 45 | 36 | 400.0% | $1,532 | 加仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $1,930 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $1,936 | 0.00% | 6 | 6 | — | $1,936 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $1,939 | 0.00% | 82 | 82 | — | $1,939 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $1,940 | 0.00% | 21 | 21 | — | $1,940 | 新建仓 |
| NMIH | NMI HLDGS INC COM | $1,951 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC CL A | $1,951 | 0.00% | 7 | 7 | — | $1,951 | 新建仓 |
| BURL | BURLINGTON STORES INC COM | $1,952 | 0.00% | 6 | 4 | 200.0% | $1,301 | 加仓 |
| — | SP FUNDS S&P GLOBAL REIT SHARIA ETF | $1,959 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $1,963 | 0.00% | 79 | 62 | 364.7% | $1,541 | 重新持有 |
| ALAB | ASTERA LABS INC COM | $1,973 | 0.00% | 18 | 1 | 5.9% | $110 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP COM | $1,980 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC COM | $2,010 | 0.00% | 110 | 110 | — | $2,010 | 新建仓 |
| SUI | SUN CMNTYS INC COM | $2,015 | 0.00% | 16 | 12 | 300.0% | $1,511 | 加仓 |
| VERX | VERTEX INC CL A | $2,021 | 0.00% | 170 | -131 | -43.5% | -$1,557 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $2,042 | 0.00% | 10 | 4 | 66.7% | $817 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2,079 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $2,084 | 0.00% | 109 | 109 | — | $2,084 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $2,095 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $2,106 | 0.00% | 7 | 5 | 250.0% | $1,504 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $2,107 | 0.00% | 18 | 3 | 20.0% | $351 | 加仓 |
| DCI | DONALDSON INC COM | $2,122 | 0.00% | 25 | 6 | 31.6% | $509 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $2,122 | 0.00% | 24 | 11 | 84.6% | $973 | 加仓 |
| INSM | INSMED INC COM PAR USD.01 | $2,126 | 0.00% | 13 | 6 | 85.7% | $981 | 加仓 |
| IDA | IDACORP INC COM | $2,145 | 0.00% | 15 | 4 | 36.4% | $572 | 加仓 |
| UBS | UBS GROUP AG SHS | $2,149 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $2,159 | 0.00% | 358 | 16 | 4.7% | $96 | 加仓 |
| EFX | EQUIFAX INC COM | $2,161 | 0.00% | 12 | 6 | 100.0% | $1,080 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD SHS | $2,161 | 0.00% | 78 | 35 | 81.4% | $970 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $2,162 | 0.00% | 95 | 67 | 239.3% | $1,525 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $2,168 | 0.00% | 16 | 11 | 220.0% | $1,490 | 加仓 |
| — | INVESCO GLOBAL WATER ETF | $2,173 | 0.00% | 50 | 50 | — | $2,173 | 新建仓 |
| ARGX | ARGENX SE SPONSORED ADR | $2,191 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $2,193 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $2,199 | 0.00% | 60 | 60 | — | $2,199 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $2,209 | 0.00% | 60 | 20 | 50.0% | $736 | 加仓 |
| ARMK | ARAMARK COM | $2,211 | 0.00% | 55 | 2 | 3.8% | $80 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $2,214 | 0.00% | 8 | 4 | 100.0% | $1,107 | 加仓 |
| NTST | NETSTREIT CORP COM | $2,222 | 0.00% | 118 | 118 | — | $2,222 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $2,223 | 0.00% | 39 | 31 | 387.5% | $1,767 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $2,242 | 0.00% | 21 | 16 | 320.0% | $1,708 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $2,245 | 0.00% | 13 | -3 | -18.8% | -$518 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO COM | $2,286 | 0.00% | 244 | 244 | — | $2,286 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $2,290 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2,293 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP COM | $2,295 | 0.00% | 650 | 650 | — | $2,295 | 新建仓 |
| WEX | WEX INC COM | $2,296 | 0.00% | 15 | 15 | — | $2,296 | 新建仓 |
| AIN | ALBANY INTL CORP CL A | $2,297 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $2,307 | 0.00% | 99 | 40 | 67.8% | $932 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $2,311 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC COM SHS | $2,349 | 0.00% | 41 | 41 | — | $2,349 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $2,351 | 0.00% | 35 | 10 | 40.0% | $672 | 加仓 |
| IT | GARTNER INC COM | $2,375 | 0.00% | 15 | 1 | 7.1% | $158 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $2,376 | 0.00% | 32 | -32 | -50.0% | -$2,376 | 减仓 |
| CMC | COMMERCIAL METALS CO COM | $2,387 | 0.00% | 39 | 7 | 21.9% | $428 | 加仓 |
| PLMR | PALOMAR HLDGS INC COM | $2,390 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $2,395 | 0.00% | 125 | 95 | 316.7% | $1,820 | 重新持有 |
| CASH | PATHWARD FINANCIAL INC COM | $2,409 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC COM | $2,481 | 0.00% | 12 | 2 | 20.0% | $414 | 加仓 |
| RS | RELIANCE INC COM | $2,483 | 0.00% | 8 | -2 | -20.0% | -$621 | 减仓 |
| RBRK | RUBRIK INC. CL A | $2,497 | 0.00% | 51 | 14 | 37.8% | $685 | 加仓 |
| SCI | SERVICE CORP INTL COM | $2,510 | 0.00% | 30 | -7 | -18.9% | -$586 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $2,514 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,522 | 0.00% | 2 | 1 | 100.0% | $1,261 | 重新持有 |
| NRG | NRG ENERGY INC COM NEW | $2,523 | 0.00% | 17 | 11 | 183.3% | $1,633 | 加仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $2,531 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $2,531 | 0.00% | 26 | 2 | 8.3% | $195 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR | $2,541 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $2,543 | 0.00% | 12 | 5 | 71.4% | $1,060 | 加仓 |
| ALLY | ALLY FINL INC COM | $2,589 | 0.00% | 66 | 57 | 633.3% | $2,236 | 加仓 |