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
— EXXON MOBIL CORP COM $00.00%0 -1,216,193-100.0% -$2.06亿 清仓
PYPL PAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL 看涨期权 $00.00%0 -11,500-100.0% -$52.01万 清仓
— ISHARES SILVER TR PUT OPT 09/26 52.0 PUT 看跌期权 $00.00%0 -6,000-100.0% -$40.88万 清仓
— PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL $00.00%0 -23,000-100.0% -$19.14万 清仓
— VENTURE GLOBAL INC CLL OPT 06/26 20.0 CAL 看涨期权 $00.00%0 -12,000-100.0% -$18.91万 清仓
NVO NOVO-NORDISK A S CLL OPT 01/27 35.0 CAL 看涨期权 $00.00%0 -5,000-100.0% -$18.38万 清仓
JFLX JPMORGAN FLEXIBLE DEBT ETF $00.00%0 -2,565-100.0% -$12.74万 清仓
— FIDELITY ETHEREUM FUND ETF $00.00%0 -3,600-100.0% -$7.52万 清仓
IXN ISHARES GLOBAL TECH ETF $00.00%0 -648-100.0% -$6.48万 清仓
SSO PROSHARES ULTRA S&P 500 $00.00%0 -1,060-100.0% -$5.50万 清仓
— GREAT LAKES DREDGE & DOCK CORP COM $00.00%0 -3,000-100.0% -$5.10万 清仓
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK $00.00%0 -1,600-100.0% -$4.84万 清仓
— PROSHARES ULTRA RUSSELL2000 $00.00%0 -1,000-100.0% -$4.67万 清仓
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF $00.00%0 -205-100.0% -$4.48万 清仓
OXM OXFORD INDS INC COM $00.00%0 -1,090-100.0% -$4.20万 清仓
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -1,524-100.0% -$3.94万 清仓
FELC FIDELITY ENHANCED LARGE CAP CORE ETF $00.00%0 -1,054-100.0% -$3.82万 清仓
— PROSHARES ULTRA DOW30 $00.00%0 -720-100.0% -$3.75万 清仓
— NUVEEN NEW JERSEY COM $00.00%0 -2,936-100.0% -$3.61万 清仓
— T-REX 2X LONG BMNR DAILY TARGET ETF $00.00%0 -20,000-100.0% -$3.53万 清仓
— FIDELITY SOLANA FUND $00.00%0 -3,500-100.0% -$3.41万 清仓
— T-REX 2X LONG SBET DAILY TARGET ETF $00.00%0 -10,000-100.0% -$3.13万 清仓
— PROSHARES ULTRA ETHER ETF $00.00%0 -2,000-100.0% -$3.00万 清仓
— DEFIANCE DAILY TARGET 2X LONG MSTR ETF $00.00%0 -1,400-100.0% -$2.74万 清仓
JBBB JANUS HENDERSON B-BBB CLO ETF $00.00%0 -466-100.0% -$2.17万 清仓
— NICHOLAS GLOBAL EQUITY AND INCOME ETF $00.00%0 -1,533-100.0% -$2.16万 清仓
FQAL FIDELITY QUALITY FACTOR ETF $00.00%0 -283-100.0% -$2.05万 清仓
— AMERICAN BITCOIN CORP. COM CL A $00.00%0 -22,000-100.0% -$2.03万 清仓
— DIREXION DAILY NVDA BULL 2X ETF $00.00%0 -200-100.0% -$1.93万 清仓
— AIR LEASE CORP CL A $00.00%0 -279-100.0% -$1.81万 清仓
KTB KONTOOR BRANDS INC COM $00.00%0 -240-100.0% -$1.69万 清仓
UVSP UNIVEST FINANCIAL CORPORATION COM $00.00%0 -440-100.0% -$1.51万 清仓
— COTERRA ENERGY INC COM $00.00%0 -418-100.0% -$1.47万 清仓
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF $00.00%0 -179-100.0% -$1.45万 清仓
RDW REDWIRE CORPORATION COM $00.00%0 -1,690-100.0% -$1.44万 清仓
OBK ORIGIN BANCORP INC COM $00.00%0 -333-100.0% -$1.38万 清仓
— NOVA MINERALS LTD SPONSORED ADS $00.00%0 -1,500-100.0% -$8,805 清仓
BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM $00.00%0 -157-100.0% -$5,244 清仓
— ROUNDHILL SPACE & TECHNOLOGY ETF $00.00%0 -200-100.0% -$5,118 清仓
— UNUSUAL MACHS INC COM SHS $00.00%0 -400-100.0% -$4,960 清仓
SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF $00.00%0 -156-100.0% -$4,936 清仓
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $00.00%0 -91-100.0% -$4,203 清仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $00.00%0 -29-100.0% -$2,514 清仓
BBIO BRIDGEBIO PHARMA INC COM $00.00%0 -32-100.0% -$2,376 清仓
DOCS DOXIMITY INC CL A $00.00%0 -99-100.0% -$2,307 清仓
WEX WEX INC COM $00.00%0 -15-100.0% -$2,296 清仓
DRH DIAMONDROCK HOSPITALITY CO COM $00.00%0 -244-100.0% -$2,286 清仓
NTST NETSTREIT CORP COM $00.00%0 -118-100.0% -$2,222 清仓
CUBE CUBESMART COM $00.00%0 -60-100.0% -$2,199 清仓
AKR ACADIA RLTY TR COM SH BEN INT $00.00%0 -109-100.0% -$2,084 清仓
SUI SUN CMNTYS INC COM $00.00%0 -16-100.0% -$2,015 清仓
BNL BROADSTONE NET LEASE INC COM $00.00%0 -110-100.0% -$2,010 清仓
FCPT FOUR CORNERS PPTY TR INC COM $00.00%0 -82-100.0% -$1,939 清仓
BCX BLACKROCK RES & COMMODITIES ST SHS $00.00%0 -146-100.0% -$1,763 清仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $00.00%0 -39-100.0% -$1,553 清仓
MORN MORNINGSTAR INC COM $00.00%0 -9-100.0% -$1,521 清仓
XHR XENIA HOTELS & RESORTS INC COM $00.00%0 -94-100.0% -$1,394 清仓
SLG SL GREEN RLTY CORP COM $00.00%0 -37-100.0% -$1,367 清仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $00.00%0 -27-100.0% -$1,367 清仓
HIW HIGHWOODS PPTYS INC COM $00.00%0 -59-100.0% -$1,263 清仓
FRHC FREEDOM HOLDING CORP COM $00.00%0 -8-100.0% -$1,159 清仓
— WEBSTER FINL CORP COM $00.00%0 -16-100.0% -$1,111 清仓
TRU TRANSUNION COM $00.00%0 -16-100.0% -$1,107 清仓
TKR TIMKEN CO COM $00.00%0 -11-100.0% -$1,106 清仓
FSS FEDERAL SIGNAL CORP COM $00.00%0 -9-100.0% -$973 清仓
ESAB ESAB CORPORATION COM $00.00%0 -10-100.0% -$967 清仓
BUR BURFORD CAP LTD ORD SHS $00.00%0 -213-100.0% -$963 清仓
SN SHARKNINJA INC COM SHS $00.00%0 -9-100.0% -$953 清仓
CTO CTO RLTY GROWTH INC NEW COM $00.00%0 -48-100.0% -$888 清仓
BILL BILL HOLDINGS INC COM $00.00%0 -23-100.0% -$881 清仓
HYLN HYLIION HOLDINGS CORP COMMON STOCK $00.00%0 -500-100.0% -$880 清仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $00.00%0 -16-100.0% -$859 清仓
GLPI GAMING & LEISURE P COM $00.00%0 -19-100.0% -$843 清仓
GFL GFL ENVIRONMENTAL INC SUB VTG SHS $00.00%0 -19-100.0% -$793 清仓
SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF $00.00%0 -15-100.0% -$769 清仓
— MASIMO CORP COM $00.00%0 -4-100.0% -$711 清仓
— HOLOGIC INC COM $00.00%0 -9-100.0% -$680 清仓
MOG/A MOOG INC CL A $00.00%0 -2-100.0% -$585 清仓
DDS DILLARDS INC CL A $00.00%0 -1-100.0% -$572 清仓
HAS HASBRO INC COM $00.00%0 -6-100.0% -$562 清仓
BLCO BAUSCH PLUS LOMB CORP COMMON SHARES $00.00%0 -33-100.0% -$525 清仓
VIK VIKING HOLDINGS LTD ORD SHS $00.00%0 -7-100.0% -$514 清仓
WAY WAYSTAR HLDG CORP COM $00.00%0 -21-100.0% -$506 清仓
— SEALED AIR CORP NEW COM $00.00%0 -12-100.0% -$505 清仓
CCK CROWN HLDGS INC COM $00.00%0 -5-100.0% -$501 清仓
CHYM CHIME FINL INC COM SHS CL A $00.00%0 -26-100.0% -$487 清仓
TTEK TETRA TECH INC NEW COM $00.00%0 -16-100.0% -$482 清仓
RIOT RIOT PLATFORMS INC COM $00.00%0 -39-100.0% -$482 清仓
THO THOR INDS INC COM $00.00%0 -6-100.0% -$479 清仓
— UNITI GROUP LLC COM SHS $00.00%0 -50-100.0% -$469 清仓
BLSH BULLISH ORD SHS $00.00%0 -13-100.0% -$464 清仓
— QORVO INC COM $00.00%0 -6-100.0% -$464 清仓
FIVE FIVE BELOW INC COM $00.00%0 -2-100.0% -$457 清仓
EXPO EXPONENT INC COM $00.00%0 -7-100.0% -$457 清仓
LIF LIFE360 INC COM $00.00%0 -11-100.0% -$449 清仓
QGEN QIAGEN NV ORD SHARES $00.00%0 -11-100.0% -$440 清仓
SFBS SERVISFIRST BANCSHARES INC COM $00.00%0 -6-100.0% -$437 清仓
MAC MACERICH CO COM $00.00%0 -23-100.0% -$435 清仓
AX AXOS FINANCIAL INC COM $00.00%0 -5-100.0% -$425 清仓
KYMR KYMERA THERAPEUTICS INC COM $00.00%0 -5-100.0% -$416 清仓