Bogart Wealth, LLC
MCLEAN VA · SEC CIK 0001715740
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MFC | MANULIFE FINL CORP COM | $1,539 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1,541 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP COM | $1,552 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $1,552 | 0.00% | 38 | 18 | 90.0% | $735 | 加仓 |
| TTC | TORO CO COM | $1,559 | 0.00% | 16 | 11 | 220.0% | $1,072 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1,571 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC COM | $1,571 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC COM | $1,582 | 0.00% | 209 | 209 | — | $1,582 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $1,585 | 0.00% | 5 | 1 | 25.0% | $317 | 加仓 |
| EFX | EQUIFAX INC COM | $1,587 | 0.00% | 10 | -2 | -16.7% | -$317 | 减仓 |
| — | FREIGHTCAR AMER INC COM | $1,588 | 0.00% | 163 | 63 | 63.0% | $614 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $1,599 | 0.00% | 18 | 13 | 260.0% | $1,155 | 加仓 |
| CHWY | CHEWY INC CL A | $1,611 | 0.00% | 82 | -45 | -35.4% | -$884 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1,625 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1,627 | 0.00% | 32 | -32 | -50.0% | -$1,627 | 减仓 |
| VOYA | VOYA FINANCIAL INC COM | $1,630 | 0.00% | 18 | 3 | 20.0% | $272 | 加仓 |
| — | OPTIMIZERX CORP COM NEW | $1,630 | 0.00% | 285 | 285 | — | $1,630 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $1,638 | 0.00% | 281 | 139 | 97.9% | $810 | 加仓 |
| — | JELD-WEN HLDG INC COM | $1,638 | 0.00% | 1,092 | 1,092 | — | $1,638 | 新建仓 |
| — | SUTRO BIOPHARMA INC COM SHS | $1,660 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JKS | JINKOSOLAR HLDG CO LTD SPONSORED ADR | $1,680 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP COM SER C | $1,696 | 0.00% | 51 | 24 | 88.9% | $798 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $1,699 | 0.00% | 6 | 3 | 100.0% | $850 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $1,701 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $1,706 | 0.00% | 19 | -6 | -24.0% | -$539 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $1,713 | 0.00% | 7 | 7 | — | $1,713 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $1,716 | 0.00% | 15 | 4 | 36.4% | $458 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1,724 | 0.00% | 180 | 142 | 373.7% | $1,360 | 加仓 |
| KMPR | KEMPER CORP COM | $1,725 | 0.00% | 64 | 64 | — | $1,725 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $1,727 | 0.00% | 11 | 9 | 450.0% | $1,413 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER A | $1,731 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $1,736 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $1,742 | 0.00% | 23 | 23 | — | $1,742 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC COM | $1,774 | 0.00% | 12 | 5 | 71.4% | $739 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $1,784 | 0.00% | 12 | 11 | 1,100.0% | $1,635 | 加仓 |
| CLB | CORE LABORATORIES INC COM | $1,794 | 0.00% | 154 | 154 | — | $1,794 | 新建仓 |
| NUS | NU SKIN ENTERPRISES INC CL A | $1,795 | 0.00% | 340 | 340 | — | $1,795 | 新建仓 |
| BDC | BELDEN INC COM | $1,799 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $1,814 | 0.00% | 53 | 36 | 211.8% | $1,232 | 加仓 |
| SGRY | SURGERY PARTNERS INC COM | $1,814 | 0.00% | 108 | 108 | — | $1,814 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1,817 | 0.00% | 38 | -2 | -5.0% | -$96 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC COM | $1,819 | 0.00% | 23 | 23 | — | $1,819 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $1,829 | 0.00% | 16 | 12 | 300.0% | $1,372 | 加仓 |
| FSLY | FASTLY INC CL A | $1,836 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $1,839 | 0.00% | 69 | 19 | 38.0% | $506 | 加仓 |
| — | GATES INDL CORP PLC ORD SHS | $1,846 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC COM | $1,848 | 0.00% | 11 | 11 | — | $1,848 | 新建仓 |
| S | SENTINELONE INC CL A | $1,867 | 0.00% | 110 | 72 | 189.5% | $1,222 | 加仓 |
| SWIM | LATHAM GROUP INC COM | $1,870 | 0.00% | 289 | 289 | — | $1,870 | 新建仓 |
| CYTK | CYTOKINETICS INC COM NEW | $1,874 | 0.00% | 22 | 6 | 37.5% | $511 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $1,875 | 0.00% | 23 | 7 | 43.8% | $571 | 加仓 |
| AIZ | ASSURANT INC COM | $1,880 | 0.00% | 7 | 6 | 600.0% | $1,611 | 加仓 |
| BY | BYLINE BANCORP INC COM | $1,883 | 0.00% | 50 | 50 | — | $1,883 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $1,886 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO COM | $1,892 | 0.00% | 38 | 34 | 850.0% | $1,693 | 加仓 |
| CART | MAPLEBEAR INC COM | $1,894 | 0.00% | 40 | 26 | 185.7% | $1,231 | 重新持有 |
| COKE | COCA COLA CONS INC COM | $1,909 | 0.00% | 10 | 4 | 66.7% | $764 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $1,922 | 0.00% | 37 | 3 | 8.8% | $156 | 加仓 |
| ELF | E L F BEAUTY INC COM | $1,924 | 0.00% | 26 | 17 | 188.9% | $1,258 | 加仓 |
| PTC | PTC INC COM | $1,931 | 0.00% | 17 | 13 | 325.0% | $1,477 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $1,944 | 0.00% | 198 | 198 | — | $1,944 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $1,945 | 0.00% | 23 | 16 | 228.6% | $1,353 | 加仓 |
| VERX | VERTEX INC CL A | $1,952 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP COM | $1,954 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $1,955 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP COM | $1,968 | 0.00% | 70 | 57 | 438.5% | $1,603 | 加仓 |
| BOOT | BOOT BARN HLDGS INC COM | $1,971 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP COM | $1,976 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $1,978 | 0.00% | 44 | -10 | -18.5% | -$450 | 减仓 |
| DNN | DENISON MINES CORP COM | $1,989 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $1,997 | 0.00% | 32 | 1 | 3.2% | $62 | 加仓 |
| JACK | JACK IN THE BOX INC COM | $2,024 | 0.00% | 128 | 128 | — | $2,024 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC COM | $2,027 | 0.00% | 191 | -809 | -80.9% | -$8,586 | 重新持有 |
| LOVE | LOVESAC CO COM | $2,036 | 0.00% | 122 | 122 | — | $2,036 | 新建仓 |
| DXC | DXC TECHNOLOGY CO COM | $2,046 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC COM | $2,049 | 0.00% | 110 | 88 | 400.0% | $1,639 | 加仓 |
| CWEN | CLEARWAY ENERGY INC CL C | $2,051 | 0.00% | 60 | 60 | — | $2,051 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $2,053 | 0.00% | 43 | 31 | 258.3% | $1,480 | 加仓 |
| TPG | TPG INC COM CL A | $2,068 | 0.00% | 51 | 22 | 75.9% | $892 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $2,075 | 0.00% | 88 | 56 | 175.0% | $1,320 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $2,081 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE INC COM CL A | $2,090 | 0.00% | 53 | 53 | — | $2,090 | 新建仓 |
| RBA | RB GLOBAL INC COM | $2,096 | 0.00% | 18 | 3 | 20.0% | $349 | 加仓 |
| CDW | CDW CORP COM | $2,110 | 0.00% | 15 | 14 | 1,400.0% | $1,969 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $2,111 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | SP FUNDS S&P GLOBAL REIT SHARIA ETF | $2,115 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $2,127 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $2,128 | 0.00% | 221 | 221 | — | $2,128 | 新建仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $2,134 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC COM | $2,137 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $2,139 | 0.00% | 38 | -17 | -30.9% | -$957 | 减仓 |
| FLS | FLOWSERVE CORP COM | $2,151 | 0.00% | 29 | 14 | 93.3% | $1,038 | 加仓 |
| WEN | WENDYS CO COM | $2,155 | 0.00% | 260 | 250 | 2,500.0% | $2,072 | 加仓 |
| TPR | TAPESTRY INC COM | $2,196 | 0.00% | 15 | -7 | -31.8% | -$1,025 | 减仓 |
| SAIL | SAILPOINT INC COM | $2,196 | 0.00% | 150 | 76 | 102.7% | $1,113 | 加仓 |
| PINS | PINTEREST INC CL A | $2,229 | 0.00% | 106 | 52 | 96.3% | $1,093 | 加仓 |
| SIG | SIGNET JEWELERS LTD SHS | $2,241 | 0.00% | 26 | 26 | — | $2,241 | 新建仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $2,245 | 0.00% | 12 | 6 | 100.0% | $1,122 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC CL A | $2,258 | 0.00% | 296 | 296 | — | $2,258 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $2,262 | 0.00% | 18 | -20 | -52.6% | -$2,513 | 减仓 |