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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.44万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $1.43万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1.43万 | 0.00% | 1,065 | 210 | 24.6% | $2,827 | 加仓 |
| ULVM | VICTORYSHARES US VALUE MOMENTUM ETF | $1.43万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1.43万 | 0.00% | 362 | -20 | -5.2% | -$788 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.41万 | 0.00% | 58 | -57 | -49.6% | -$1.39万 | 减仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $1.41万 | 0.00% | 461 | 2 | 0.4% | $61 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $1.41万 | 0.00% | 171 | 119 | 228.8% | $9,782 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $1.41万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $1.40万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $1.40万 | 0.00% | 44 | -3 | -6.4% | -$955 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1.38万 | 0.00% | 46 | 7 | 17.9% | $2,107 | 加仓 |
| TWLO | TWILIO INC CL A | $1.38万 | 0.00% | 67 | 42 | 168.0% | $8,666 | 加仓 |
| CI | THE CIGNA GROUP COM | $1.38万 | 0.00% | 50 | 22 | 78.6% | $6,065 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.38万 | 0.00% | 215 | -316 | -59.5% | -$2.02万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.37万 | 0.00% | 22 | 2 | 10.0% | $1,247 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP INC CL A | $1.36万 | 0.00% | 1,376 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $1.36万 | 0.00% | 314 | 14 | 4.7% | $605 | 加仓 |
| SITM | SITIME CORP COM | $1.34万 | 0.00% | 18 | 8 | 80.0% | $5,964 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.33万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1.32万 | 0.00% | 70 | -1 | -1.4% | -$189 | 减仓 |
| TSN | TYSON FOODS INC CL A | $1.32万 | 0.00% | 231 | 10 | 4.5% | $571 | 加仓 |
| BXP | BXP INC COM | $1.32万 | 0.00% | 199 | 15 | 8.2% | $995 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $1.32万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC COM | $1.31万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC. CL A COM | $1.31万 | 0.00% | 3,569 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.30万 | 0.00% | 192 | -8 | -4.0% | -$542 | 减仓 |
| PZA | INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $1.29万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $1.28万 | 0.00% | 99 | 84 | 560.0% | $1.09万 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $1.28万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $1.28万 | 0.00% | 71 | 40 | 129.0% | $7,184 | 加仓 |
| HLLY | HOLLEY INC COM | $1.27万 | 0.00% | 5,000 | 4,000 | 400.0% | $1.02万 | 重新持有 |
| PPTA | PERPETUA RESOURCES CORP COM | $1.27万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.27万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $1.24万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $1.23万 | 0.00% | 191 | 168 | 730.4% | $1.08万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $1.22万 | 0.00% | 41 | 5 | 13.9% | $1,494 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $1.22万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $1.21万 | 0.00% | 1,578 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | $1.21万 | 0.00% | 330 | 2 | 0.6% | $73 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $1.20万 | 0.00% | 279 | 53 | 23.5% | $2,288 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $1.20万 | 0.00% | 368 | 165 | 81.3% | $5,401 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $1.20万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.20万 | 0.00% | 163 | 98 | 150.8% | $7,188 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.20万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.18万 | 0.00% | 251 | 45 | 21.8% | $2,120 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $1.18万 | 0.00% | 63 | 53 | 530.0% | $9,926 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $1.18万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.17万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC COM CL A | $1.17万 | 0.00% | 73 | 55 | 305.6% | $8,820 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $1.17万 | 0.00% | 1,246 | 74 | 6.3% | $695 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.17万 | 0.00% | 132 | -207 | -61.1% | -$1.83万 | 减仓 |
| DOX | AMDOCS LTD SHS | $1.17万 | 0.00% | 231 | 231 | — | $1.17万 | 新建仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $1.16万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.16万 | 0.00% | 40 | 28 | 233.3% | $8,104 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $1.16万 | 0.00% | 3,002 | 3,000 | 150,000.0% | $1.16万 | 加仓 |
| WU | WESTERN UN CO COM | $1.16万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $1.15万 | 0.00% | 39 | 7 | 21.9% | $2,065 | 加仓 |
| MOD | MODINE MFG CO COM | $1.15万 | 0.00% | 43 | -1 | -2.3% | -$267 | 减仓 |
| XYL | XYLEM INC COM | $1.15万 | 0.00% | 97 | 24 | 32.9% | $2,837 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $1.15万 | 0.00% | 221 | 2 | 0.9% | $104 | 加仓 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $1.14万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $1.14万 | 0.00% | 202 | 64 | 46.4% | $3,608 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1.14万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $1.13万 | 0.00% | 163 | 140 | 608.7% | $9,747 | 加仓 |
| ARKK | ARK INNOVATION ETF | $1.13万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $1.13万 | 0.00% | 161 | 41 | 34.2% | $2,873 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $1.13万 | 0.00% | 471 | -49 | -9.4% | -$1,173 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.12万 | 0.00% | 295 | 282 | 2,169.2% | $1.07万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.12万 | 0.00% | 46 | -6 | -11.5% | -$1,456 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.12万 | 0.00% | 13 | -45 | -77.6% | -$3.86万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $1.11万 | 0.00% | 38 | 34 | 850.0% | $9,943 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUCTU COM SHS | $1.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL COM | $1.10万 | 0.00% | 83 | 62 | 295.2% | $8,230 | 加仓 |
| CC | CHEMOURS CO COM | $1.10万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $1.10万 | 0.00% | 347 | 21 | 6.4% | $665 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $1.08万 | 0.00% | 97 | 45 | 86.5% | $5,031 | 加仓 |
| DOCU | DOCUSIGN INC COM | $1.08万 | 0.00% | 244 | 156 | 177.3% | $6,929 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.08万 | 0.00% | 130 | 8 | 6.6% | $663 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $1.08万 | 0.00% | 104 | 1 | 1.0% | $104 | 加仓 |
| NUE | NUCOR CORP COM | $1.07万 | 0.00% | 48 | 18 | 60.0% | $4,016 | 加仓 |
| CPRT | COPART INC COM | $1.07万 | 0.00% | 379 | 89 | 30.7% | $2,509 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1.07万 | 0.00% | 45 | -2 | -4.3% | -$475 | 减仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $1.07万 | 0.00% | 184 | -311 | -62.8% | -$1.80万 | 减仓 |
| RCAT | RED CAT HLDGS INC COM | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $1.06万 | 0.00% | 22 | 4 | 22.2% | $1,932 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $1.06万 | 0.00% | 96 | 46 | 92.0% | $5,089 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $1.06万 | 0.00% | 66 | 46 | 230.0% | $7,393 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $1.06万 | 0.00% | 111 | 72 | 184.6% | $6,850 | 加仓 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $1.04万 | 0.00% | 186 | -18 | -8.8% | -$1,009 | 减仓 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $1.04万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $1.04万 | 0.00% | 44 | 13 | 41.9% | $3,067 | 加仓 |
| — | AMERICAN BITCOIN CORP. COM CL A | $1.03万 | 0.00% | 15,191 | 15,191 | — | $1.03万 | 新建仓 |
| UEC | URANIUM ENERGY CORP COM | $1.03万 | 0.00% | 970 | 0 | 0.0% | — | 不变 |
| — | TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | $1.03万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1.03万 | 0.00% | 613 | 129 | 26.7% | $2,170 | 加仓 |
| FICO | FAIR ISAAC CORP COM | $1.03万 | 0.00% | 9 | 3 | 50.0% | $3,430 | 加仓 |
| CRH | CRH PLC ORD | $1.03万 | 0.00% | 96 | 19 | 24.7% | $2,033 | 加仓 |