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 |
|---|---|---|---|---|---|---|---|---|
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $3,600 | 0.00% | 53 | -52 | -49.5% | -$3,532 | 减仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $3,586 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $3,572 | 0.00% | 10 | -1 | -9.1% | -$357 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $3,562 | 0.00% | 32 | -11 | -25.6% | -$1,224 | 减仓 |
| CFR | CULLEN FROST BANKERS INC COM | $3,554 | 0.00% | 23 | -10 | -30.3% | -$1,545 | 减仓 |
| — | CHART INDS INC COM | $3,552 | 0.00% | 17 | 5 | 41.7% | $1,045 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $3,526 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $3,519 | 0.00% | 71 | 16 | 29.1% | $793 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $3,513 | 0.00% | 136 | -4 | -2.9% | -$103 | 减仓 |
| — | LEGGETT & PLATT INC COM | $3,490 | 0.00% | 298 | 298 | — | $3,490 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $3,490 | 0.00% | 61 | 61 | — | $3,490 | 新建仓 |
| IDA | IDACORP INC COM | $3,480 | 0.00% | 23 | 8 | 53.3% | $1,210 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $3,461 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $3,452 | 0.00% | 40 | 26 | 185.7% | $2,244 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $3,416 | 0.00% | 41 | 23 | 127.8% | $1,916 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $3,398 | 0.00% | 120 | 88 | 275.0% | $2,492 | 加仓 |
| MDB | MONGODB INC CL A | $3,359 | 0.00% | 10 | 3 | 42.9% | $1,008 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $3,351 | 0.00% | 317 | 166 | 109.9% | $1,755 | 加仓 |
| BAX | BAXTER INTL INC COM | $3,305 | 0.00% | 155 | 99 | 176.8% | $2,111 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3,301 | 0.00% | 24 | 24 | — | $3,301 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP INC COMMON STOCK | $3,300 | 0.00% | 510 | 510 | — | $3,300 | 新建仓 |
| SANM | SANMINA CORP COM | $3,290 | 0.00% | 13 | 9 | 225.0% | $2,278 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $3,285 | 0.00% | 17 | -278 | -94.2% | -$5.37万 | 减仓 |
| AIN | ALBANY INTL CORP CL A | $3,278 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP COM | $3,275 | 0.00% | 24 | 16 | 200.0% | $2,183 | 加仓 |
| MTRN | MATERION CORP COM | $3,271 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | $3,269 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $3,268 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP COM | $3,268 | 0.00% | 19 | 12 | 171.4% | $2,064 | 加仓 |
| BMI | BADGER METER INC COM | $3,264 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $3,251 | 0.00% | 43 | -11 | -20.4% | -$832 | 减仓 |
| — | MICROVAST HOLDINGS INC COM | $3,227 | 0.00% | 2,758 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $3,221 | 0.00% | 11 | 9 | 450.0% | $2,635 | 加仓 |
| UNM | UNUM GROUP COM | $3,218 | 0.00% | 36 | 12 | 50.0% | $1,073 | 加仓 |
| ARW | ARROW ELECTRS INC COM | $3,201 | 0.00% | 15 | 11 | 275.0% | $2,347 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $3,183 | 0.00% | 81 | 36 | 80.0% | $1,415 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $3,183 | 0.00% | 154 | 135 | 710.5% | $2,790 | 加仓 |
| NEU | NEWMARKET CORP COM | $3,165 | 0.00% | 4 | 3 | 300.0% | $2,374 | 加仓 |
| — | RED ROBIN GOURMET BURGERS INC COM | $3,164 | 0.00% | 396 | 396 | — | $3,164 | 新建仓 |
| ULTA | ULTA BEAUTY INC COM | $3,157 | 0.00% | 7 | -3 | -30.0% | -$1,353 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $3,155 | 0.00% | 122 | -27 | -18.1% | -$698 | 减仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $3,140 | 0.00% | 107 | 107 | — | $3,140 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC COM | $3,106 | 0.00% | 131 | 6 | 4.8% | $142 | 加仓 |
| AOS | SMITH A O CORP COM | $3,073 | 0.00% | 49 | -3 | -5.8% | -$188 | 减仓 |
| OC | OWENS CORNING NEW COM | $3,043 | 0.00% | 19 | 3 | 18.8% | $480 | 加仓 |
| GL | GLOBE LIFE INC COM | $3,038 | 0.00% | 17 | 13 | 325.0% | $2,323 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $3,031 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $3,017 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $3,013 | 0.00% | 16 | 11 | 220.0% | $2,071 | 加仓 |
| OLN | OLIN CORP COM PAR USD1 | $3,013 | 0.00% | 152 | 152 | — | $3,013 | 新建仓 |
| GATX | GATX CORP COM | $3,012 | 0.00% | 17 | 11 | 183.3% | $1,949 | 加仓 |
| APA | APA CORPORATION COM | $2,931 | 0.00% | 90 | 46 | 104.5% | $1,498 | 加仓 |
| DFH | DREAM FINDERS HOMES INC COM CL A | $2,917 | 0.00% | 169 | 169 | — | $2,917 | 新建仓 |
| UIVM | VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF | $2,914 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $2,908 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC COM | $2,863 | 0.00% | 100 | 100 | — | $2,863 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $2,860 | 0.00% | 13 | -1 | -7.1% | -$220 | 减仓 |
| DRS | LEONARDO DRS INC COM | $2,859 | 0.00% | 67 | 52 | 346.7% | $2,219 | 重新持有 |
| INVH | INVITATION HOMES INC COM | $2,840 | 0.00% | 94 | 15 | 19.0% | $453 | 加仓 |
| P | EVERPURE INC CL A | $2,836 | 0.00% | 36 | 13 | 56.5% | $1,024 | 加仓 |
| AA | ALCOA CORP COM | $2,833 | 0.00% | 54 | -8 | -12.9% | -$420 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME COM | $2,818 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $2,815 | 0.00% | 67 | 67 | — | $2,815 | 新建仓 |
| VTRS | VIATRIS INC COM | $2,811 | 0.00% | 177 | -150 | -45.9% | -$2,382 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $2,809 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2,787 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $2,783 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP COM | $2,773 | 0.00% | 74 | 57 | 335.3% | $2,136 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $2,762 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC COMMON STOCK | $2,759 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $2,751 | 0.00% | 65 | 65 | — | $2,751 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $2,738 | 0.00% | 110 | 32 | 41.0% | $797 | 加仓 |
| — | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND | $2,733 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC COM | $2,723 | 0.00% | 19 | 19 | — | $2,723 | 新建仓 |
| GDDY | GODADDY INC CL A | $2,716 | 0.00% | 32 | 20 | 166.7% | $1,698 | 加仓 |
| NWSA | NEWS CORP NEW CL A | $2,706 | 0.00% | 109 | 81 | 289.3% | $2,011 | 加仓 |
| MUSA | MURPHY USA INC COM | $2,694 | 0.00% | 5 | 3 | 150.0% | $1,616 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $2,690 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $2,688 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP CL A | $2,686 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $2,662 | 0.00% | 26 | 12 | 85.7% | $1,229 | 加仓 |
| GKOS | GLAUKOS CORP COM | $2,655 | 0.00% | 19 | 13 | 216.7% | $1,817 | 加仓 |
| VFC | V F CORP COM | $2,652 | 0.00% | 159 | 99 | 165.0% | $1,651 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2,651 | 0.00% | 11 | 3 | 37.5% | $723 | 加仓 |
| AAXJ | ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $2,625 | 0.00% | 22 | -22 | -50.0% | -$2,625 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $2,588 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2,568 | 0.00% | 51 | 23 | 82.1% | $1,158 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $2,560 | 0.00% | 18 | 3 | 20.0% | $427 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2,559 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $2,556 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $2,555 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH COM | $2,547 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $2,534 | 0.00% | 8 | 2 | 33.3% | $634 | 加仓 |
| CE | CELANESE CORP DEL COM | $2,530 | 0.00% | 55 | 29 | 111.5% | $1,334 | 加仓 |
| PLMR | PALOMAR HLDGS INC COM | $2,528 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $2,517 | 0.00% | 41 | 31 | 310.0% | $1,903 | 加仓 |
| SATL | SATELLOGIC INC COM CL A | $2,517 | 0.00% | 440 | 440 | — | $2,517 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $2,503 | 0.00% | 23 | 13 | 130.0% | $1,415 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $2,493 | 0.00% | 50 | 50 | — | $2,493 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $2,489 | 0.00% | 345 | 42 | 13.9% | $303 | 加仓 |