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 |
|---|---|---|---|---|---|---|---|---|
| PCT | PURECYCLE TECHNOLOGIES INC COM | $2,595 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,621 | 0.00% | 34 | 20 | 142.9% | $1,542 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $2,622 | 0.00% | 23 | 11 | 91.7% | $1,254 | 加仓 |
| TRMB | TRIMBLE INC COM | $2,674 | 0.00% | 41 | 35 | 583.3% | $2,283 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $2,695 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $2,724 | 0.00% | 4 | 2 | 100.0% | $1,362 | 加仓 |
| — | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND | $2,733 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $2,757 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $2,767 | 0.00% | 29 | 17 | 141.7% | $1,622 | 加仓 |
| UIVM | VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF | $2,768 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP CL A | $2,777 | 0.00% | 16 | -12 | -42.9% | -$2,083 | 重新持有 |
| WTFC | WINTRUST FINL CORP COM | $2,779 | 0.00% | 20 | -2 | -9.1% | -$278 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC COM CL A | $2,800 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $2,800 | 0.00% | 14 | 3 | 27.3% | $600 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STORE COM | $2,811 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $2,817 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $2,835 | 0.00% | 14 | 8 | 133.3% | $1,620 | 加仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $2,841 | 0.00% | 62 | -459 | -88.1% | -$2.10万 | 减仓 |
| APPF | APPFOLIO INC COM CL A | $2,841 | 0.00% | 18 | 3 | 20.0% | $474 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $2,846 | 0.00% | 36 | -200 | -84.7% | -$1.58万 | 减仓 |
| HLN | HALEON PLC SPON ADS | $2,863 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $2,866 | 0.00% | 33 | 25 | 312.5% | $2,171 | 加仓 |
| SYM | SYMBOTIC INC CLASS A COM | $2,873 | 0.00% | 54 | -22 | -28.9% | -$1,170 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $2,902 | 0.00% | 171 | 171 | — | $2,902 | 新建仓 |
| ESS | ESSEX PPTY TR INC COM | $2,904 | 0.00% | 12 | 10 | 500.0% | $2,420 | 加仓 |
| DXC | DXC TECHNOLOGY CO COM | $2,905 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $2,905 | 0.00% | 9 | 4 | 80.0% | $1,291 | 加仓 |
| FSLY | FASTLY INC CL A | $2,906 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $2,920 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $2,940 | 0.00% | 12 | 4 | 50.0% | $980 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $2,950 | 0.00% | 51 | 51 | — | $2,950 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $2,968 | 0.00% | 25 | -29 | -53.7% | -$3,443 | 减仓 |
| OMF | ONEMAIN HLDGS INC COM | $2,995 | 0.00% | 56 | 35 | 166.7% | $1,872 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $3,014 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $3,023 | 0.00% | 15 | -4 | -21.1% | -$806 | 减仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $3,024 | 0.00% | 134 | 134 | — | $3,024 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $3,039 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $3,068 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $3,072 | 0.00% | 187 | 187 | — | $3,072 | 新建仓 |
| TPR | TAPESTRY INC COM | $3,104 | 0.00% | 22 | 9 | 69.2% | $1,270 | 加仓 |
| TWLO | TWILIO INC CL A | $3,146 | 0.00% | 25 | 10 | 66.7% | $1,258 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $3,175 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $3,175 | 0.00% | 26 | 18 | 225.0% | $2,198 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $3,205 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $3,227 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $3,238 | 0.00% | 15 | 6 | 66.7% | $1,295 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $3,242 | 0.00% | 72 | 12 | 20.0% | $540 | 加仓 |
| WDAY | WORKDAY INC CL A | $3,248 | 0.00% | 25 | 1 | 4.2% | $130 | 加仓 |
| WING | WINGSTOP INC COM | $3,254 | 0.00% | 21 | -4 | -16.0% | -$620 | 减仓 |
| WDFC | WD 40 CO COM | $3,263 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | $3,265 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $3,270 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V SHS | $3,289 | 0.00% | 299 | 50 | 20.1% | $550 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $3,316 | 0.00% | 39 | 3 | 8.3% | $255 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $3,331 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC COM | $3,352 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC COM | $3,376 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $3,381 | 0.00% | 22 | 22 | — | $3,381 | 新建仓 |
| CHWY | CHEWY INC CL A | $3,429 | 0.00% | 127 | -4 | -3.1% | -$108 | 减仓 |
| AOS | SMITH A O CORP COM | $3,429 | 0.00% | 52 | 3 | 6.1% | $198 | 加仓 |
| CNC | CENTENE CORP DEL COM | $3,438 | 0.00% | 105 | -1,609 | -93.9% | -$5.27万 | 减仓 |
| SITM | SITIME CORP COM | $3,454 | 0.00% | 10 | 1 | 11.1% | $345 | 加仓 |
| EWS | ISHARES MSCI SINGAPORE ETF | $3,471 | 0.00% | 123 | 123 | — | $3,471 | 新建仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $3,483 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS SHS | $3,496 | 0.00% | 75 | 75 | — | $3,496 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP COM | $3,529 | 0.00% | 57 | 6 | 11.8% | $371 | 加仓 |
| STWD | STARWOOD PPTY TR INC COM | $3,547 | 0.00% | 206 | 150 | 267.9% | $2,583 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $3,558 | 0.00% | 19 | 6 | 46.2% | $1,124 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $3,562 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $3,570 | 0.00% | 45 | 24 | 114.3% | $1,904 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $3,594 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $3,595 | 0.00% | 11 | 9 | 450.0% | $2,941 | 加仓 |
| DASH | DOORDASH INC CL A | $3,604 | 0.00% | 24 | 9 | 60.0% | $1,352 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $3,606 | 0.00% | 100 | 76 | 316.7% | $2,741 | 加仓 |
| LYFT | LYFT INC CL A COM | $3,618 | 0.00% | 272 | 111 | 68.9% | $1,476 | 加仓 |
| PPG | PPG INDS INC COM | $3,634 | 0.00% | 34 | 11 | 47.8% | $1,176 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $3,660 | 0.00% | 65 | 23 | 54.8% | $1,295 | 加仓 |
| HUBS | HUBSPOT INC COM | $3,662 | 0.00% | 15 | 5 | 50.0% | $1,221 | 加仓 |
| XYZ | BLOCK INC CL A | $3,671 | 0.00% | 61 | 60 | 6,000.0% | $3,611 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $3,684 | 0.00% | 52 | 46 | 766.7% | $3,259 | 加仓 |
| APG | API GROUP CORP COM STK | $3,687 | 0.00% | 91 | -13 | -12.5% | -$527 | 减仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $3,724 | 0.00% | 62 | -9 | -12.7% | -$541 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $3,773 | 0.00% | 237 | 200 | 540.5% | $3,184 | 加仓 |
| PATH | UIPATH INC CL A | $3,841 | 0.00% | 346 | 62 | 21.8% | $688 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $3,851 | 0.00% | 57 | 3 | 5.6% | $203 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $3,852 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $3,870 | 0.00% | 62 | 46 | 287.5% | $2,871 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $3,874 | 0.00% | 19 | 3 | 18.8% | $612 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $3,879 | 0.00% | 21 | 10 | 90.9% | $1,847 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $3,888 | 0.00% | 26 | 26 | — | $3,888 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $3,917 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $3,924 | 0.00% | 49 | 13 | 36.1% | $1,041 | 加仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $3,958 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $3,993 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $4,004 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $4,008 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC COM | $4,066 | 0.00% | 25 | -3 | -10.7% | -$488 | 减仓 |
| J | JACOBS SOLUTIONS INC COM | $4,073 | 0.00% | 32 | 7 | 28.0% | $891 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $4,081 | 0.00% | 44 | 2 | 4.8% | $186 | 加仓 |
| OFRM | ONCE UPON A FARM PBC COM | $4,088 | 0.00% | 250 | 250 | — | $4,088 | 新建仓 |