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 |
|---|---|---|---|---|---|---|---|---|
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.03万 | 0.00% | 103 | 103 | — | $1.03万 | 新建仓 |
| SERV | SERVE ROBOTICS INC COM | $1.02万 | 0.00% | 1,212 | -988 | -44.9% | -$8,338 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $1.02万 | 0.00% | 66 | -20 | -23.3% | -$3,076 | 减仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $1.01万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM | $1.01万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $9,948 | 0.00% | 532 | -3,168 | -85.6% | -$5.92万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $9,903 | 0.00% | 1,172 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $9,891 | 0.00% | 133 | 2 | 1.5% | $149 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $9,786 | 0.00% | 204 | 4 | 2.0% | $192 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $9,679 | 0.00% | 42 | 31 | 281.8% | $7,144 | 加仓 |
| CPRT | COPART INC COM | $9,628 | 0.00% | 290 | 1 | 0.3% | $33 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $9,578 | 0.00% | 443 | -16 | -3.5% | -$346 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $9,551 | 0.00% | 226 | 226 | — | $9,551 | 新建仓 |
| BXP | BXP INC COM | $9,550 | 0.00% | 184 | 30 | 19.5% | $1,557 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $9,545 | 0.00% | 206 | 26 | 14.4% | $1,205 | 加仓 |
| MOD | MODINE MFG CO COM | $9,535 | 0.00% | 44 | 17 | 63.0% | $3,684 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $9,500 | 0.00% | 140 | 104 | 288.9% | $7,057 | 加仓 |
| ARKK | ARK INNOVATION ETF | $9,479 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $9,415 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $9,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $9,331 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $9,302 | 0.00% | 29 | 7 | 31.8% | $2,245 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $9,279 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $9,236 | 0.00% | 123 | -5 | -3.9% | -$375 | 减仓 |
| SKYW | SKYWEST INC COM | $9,183 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $9,122 | 0.00% | 63 | 47 | 293.8% | $6,805 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $9,075 | 0.00% | 15 | 5 | 50.0% | $3,025 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $9,054 | 0.00% | 1,376 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC COM | $9,018 | 0.00% | 761 | 761 | — | $9,018 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $8,877 | 0.00% | 91 | 46 | 102.2% | $4,487 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $8,840 | 0.00% | 70 | 24 | 52.2% | $3,031 | 加仓 |
| ALC | ALCON AG ORD SHS | $8,816 | 0.00% | 117 | 24 | 25.8% | $1,808 | 加仓 |
| — | NOVA MINERALS LTD SPONSORED ADS | $8,805 | 0.00% | 1,500 | 1,500 | — | $8,805 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $8,743 | 0.00% | 51 | 4 | 8.5% | $686 | 加仓 |
| XYL | XYLEM INC COM | $8,724 | 0.00% | 73 | 7 | 10.6% | $837 | 加仓 |
| VMC | VULCAN MATLS CO COM | $8,714 | 0.00% | 32 | 6 | 23.1% | $1,634 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $8,613 | 0.00% | 68 | 14 | 25.9% | $1,773 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $8,597 | 0.00% | 139 | 107 | 334.4% | $6,618 | 加仓 |
| PCG | PG&E CORP COM | $8,504 | 0.00% | 484 | 151 | 45.3% | $2,653 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $8,483 | 0.00% | 92 | -14 | -13.2% | -$1,291 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $8,467 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| — | ASTORIA REAL ASSETS ETF | $8,319 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $8,286 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $8,238 | 0.00% | 760 | 428 | 128.9% | $4,639 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $8,202 | 0.00% | 122 | 42 | 52.5% | $2,824 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $8,094 | 0.00% | 100 | -100 | -50.0% | -$8,094 | 减仓 |
| CRH | CRH PLC ORD | $8,094 | 0.00% | 77 | 5 | 6.9% | $526 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $8,070 | 0.00% | 82 | -12 | -12.8% | -$1,181 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $8,061 | 0.00% | 140 | 140 | — | $8,061 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $8,048 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $8,032 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $8,029 | 0.00% | 176 | -1,398 | -88.8% | -$6.38万 | 减仓 |
| FISV | FISERV INC COM | $8,004 | 0.00% | 143 | 104 | 266.7% | $5,821 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $7,915 | 0.00% | 87 | 35 | 67.3% | $3,184 | 加仓 |
| FLR | FLUOR CORP COM | $7,884 | 0.00% | 169 | 11 | 7.0% | $513 | 加仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $7,826 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC CL A SUB VTG | $7,822 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $7,780 | 0.00% | 28 | 11 | 64.7% | $3,056 | 加仓 |
| ABEV | AMBEV SA SPONSORED ADR | $7,767 | 0.00% | 2,660 | 105 | 4.1% | $307 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $7,685 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $7,684 | 0.00% | 56 | 42 | 300.0% | $5,763 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $7,624 | 0.00% | 27 | 7 | 35.0% | $1,977 | 加仓 |
| CI | THE CIGNA GROUP COM | $7,469 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $7,389 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC COM | $7,366 | 0.00% | 110 | 13 | 13.4% | $871 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $7,318 | 0.00% | 37 | 5 | 15.6% | $989 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $7,305 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $7,305 | 0.00% | 13 | 3 | 30.0% | $1,686 | 加仓 |
| WPC | WP CAREY INC COM | $7,272 | 0.00% | 107 | 7 | 7.0% | $476 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $7,263 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $7,258 | 0.00% | 62 | 48 | 342.9% | $5,619 | 加仓 |
| AGZ | ISHARES AGENCY BOND ETF | $7,241 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW COM | $7,237 | 0.00% | 162 | 162 | — | $7,237 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $7,196 | 0.00% | 120 | 24 | 25.0% | $1,439 | 加仓 |
| COHR | COHERENT CORP COM | $7,146 | 0.00% | 30 | 6 | 25.0% | $1,429 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $7,139 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $7,136 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $7,118 | 0.00% | 301 | 56 | 22.9% | $1,324 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $7,110 | 0.00% | 36 | 12 | 50.0% | $2,370 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $7,064 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $6,965 | 0.00% | 59 | 28 | 90.3% | $3,305 | 加仓 |
| TMC | TMC THE METALS COMPANY INC COM | $6,954 | 0.00% | 1,489 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $6,775 | 0.00% | 183 | 183 | — | $6,775 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $6,766 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC COM | $6,763 | 0.00% | 27 | 4 | 17.4% | $1,002 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6,752 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FTSE SOUTHEAST ASIA ETF | $6,742 | 0.00% | 347 | 347 | — | $6,742 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $6,679 | 0.00% | 244 | 32 | 15.1% | $876 | 加仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $6,650 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $6,639 | 0.00% | 34 | 31 | 1,033.3% | $6,053 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $6,623 | 0.00% | 69 | 8 | 13.1% | $768 | 加仓 |
| BCPC | BALCHEM CORP COM | $6,610 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $6,599 | 0.00% | 57 | -6 | -9.5% | -$695 | 减仓 |
| FE | FIRSTENERGY CORP COM | $6,586 | 0.00% | 130 | 17 | 15.0% | $861 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $6,551 | 0.00% | 48 | -5 | -9.4% | -$682 | 减仓 |
| W | WAYFAIR INC CL A | $6,543 | 0.00% | 87 | -3 | -3.3% | -$226 | 减仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $6,516 | 0.00% | 66 | -46 | -41.1% | -$4,541 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $6,505 | 0.00% | 95 | 1 | 1.1% | $68 | 加仓 |
| TFX | TELEFLEX INCORPORATED COM | $6,502 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | RAMACO RES INC COM CL B | $6,497 | 0.00% | 637 | 8 | 1.3% | $82 | 加仓 |