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 |
|---|---|---|---|---|---|---|---|---|
| RNR | RENAISSANCERE HLDGS LTD COM | $1,189 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC COM SER A | $1,187 | 0.00% | 61 | 27 | 79.4% | $525 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $1,177 | 0.00% | 10 | 5 | 100.0% | $588 | 加仓 |
| TPG | TPG INC COM CL A | $1,175 | 0.00% | 29 | 29 | — | $1,175 | 新建仓 |
| MMSI | MERIT MED SYS INC COM | $1,172 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $1,170 | 0.00% | 45 | 45 | — | $1,170 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1,163 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP COM | $1,159 | 0.00% | 8 | 8 | — | $1,159 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $1,151 | 0.00% | 62 | 62 | — | $1,151 | 新建仓 |
| COKE | COCA COLA CONS INC COM | $1,150 | 0.00% | 6 | -2 | -25.0% | -$383 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $1,148 | 0.00% | 37 | -6 | -14.0% | -$186 | 减仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $1,137 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC CL A | $1,135 | 0.00% | 192 | 1 | 0.5% | $6 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $1,132 | 0.00% | 6 | -2 | -25.0% | -$377 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,125 | 0.00% | 14 | -23 | -62.2% | -$1,848 | 减仓 |
| AYI | ACUITY INC COM | $1,121 | 0.00% | 4 | 4 | — | $1,121 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC COM | $1,116 | 0.00% | 28 | -14 | -33.3% | -$558 | 减仓 |
| EXEL | EXELIXIS INC COM | $1,115 | 0.00% | 26 | -15 | -36.6% | -$643 | 减仓 |
| SLM | SLM CORP COM | $1,113 | 0.00% | 52 | 52 | — | $1,113 | 新建仓 |
| — | WEBSTER FINL CORP COM | $1,111 | 0.00% | 16 | 7 | 77.8% | $486 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $1,108 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION COM | $1,107 | 0.00% | 16 | 16 | — | $1,107 | 新建仓 |
| TKR | TIMKEN CO COM | $1,106 | 0.00% | 11 | 11 | — | $1,106 | 新建仓 |
| FLS | FLOWSERVE CORP COM | $1,103 | 0.00% | 15 | 15 | — | $1,103 | 新建仓 |
| — | KNIGHTSCOPE INC CL A NEW | $1,101 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC CL C | $1,100 | 0.00% | 190 | 1 | 0.5% | $6 | 加仓 |
| CAE | CAE INC COM | $1,094 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $1,083 | 0.00% | 8 | 3 | 60.0% | $406 | 加仓 |
| WWD | WOODWARD INC COM | $1,074 | 0.00% | 3 | 3 | — | $1,074 | 新建仓 |
| LNC | LINCOLN NATL CORP IND COM | $1,065 | 0.00% | 30 | 16 | 114.3% | $568 | 重新持有 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $1,060 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC COM NEW | $1,055 | 0.00% | 16 | 16 | — | $1,055 | 新建仓 |
| OGE | OGE ENERGY CORP COM | $1,055 | 0.00% | 22 | 11 | 100.0% | $528 | 重新持有 |
| — | TOPBUILD COR COM | $1,054 | 0.00% | 3 | 1 | 50.0% | $351 | 加仓 |
| STEP | STEPSTONE GROUP INC COM CL A | $1,050 | 0.00% | 22 | 22 | — | $1,050 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $1,040 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $1,039 | 0.00% | 28 | 28 | — | $1,039 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $1,038 | 0.00% | 10 | 10 | — | $1,038 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP COM | $1,037 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1,025 | 0.00% | 15 | 8 | 114.3% | $547 | 加仓 |
| GATX | GATX CORP COM | $1,024 | 0.00% | 6 | 3 | 100.0% | $512 | 加仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $1,022 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC COM | $1,021 | 0.00% | 7 | 7 | — | $1,021 | 新建仓 |
| VFC | V F CORP COM | $1,019 | 0.00% | 60 | -20 | -25.0% | -$340 | 减仓 |
| LFUS | LITTELFUSE INC COM | $1,018 | 0.00% | 3 | 3 | — | $1,018 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $1,016 | 0.00% | 14 | -22 | -61.1% | -$1,597 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1,003 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $1,003 | 0.00% | 16 | 16 | — | $1,003 | 新建仓 |
| HLNE | HAMILTON LANE INC CL A | $994 | 0.00% | 10 | 10 | — | $994 | 新建仓 |
| GDDY | GODADDY INC CL A | $992 | 0.00% | 12 | 6 | 100.0% | $496 | 加仓 |
| PINS | PINTEREST INC CL A | $990 | 0.00% | 54 | 25 | 86.2% | $458 | 加仓 |
| MUSA | MURPHY USA INC COM | $988 | 0.00% | 2 | 1 | 100.0% | $494 | 加仓 |
| SAIL | SAILPOINT INC COM | $980 | 0.00% | 74 | 48 | 184.6% | $636 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $973 | 0.00% | 10 | 10 | — | $973 | 新建仓 |
| FSS | FEDERAL SIGNAL CORP COM | $973 | 0.00% | 9 | 9 | — | $973 | 新建仓 |
| GIII | G III APPAREL GROUP LTD COM | $970 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION COM | $967 | 0.00% | 10 | 10 | — | $967 | 新建仓 |
| NXT | NEXTPOWER INC CLASS A COM | $964 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAP LTD ORD SHS | $963 | 0.00% | 213 | 213 | — | $963 | 新建仓 |
| AVTR | AVANTOR INC COM | $956 | 0.00% | 122 | 80 | 190.5% | $627 | 重新持有 |
| SN | SHARKNINJA INC COM SHS | $953 | 0.00% | 9 | 9 | — | $953 | 新建仓 |
| ITT | ITT INC COM | $953 | 0.00% | 5 | 5 | — | $953 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $947 | 0.00% | 22 | -11 | -33.3% | -$474 | 减仓 |
| RDDT | REDDIT INC CL A | $943 | 0.00% | 7 | -2 | -22.2% | -$269 | 减仓 |
| RGEN | REPLIGEN CORP COM | $943 | 0.00% | 8 | 4 | 100.0% | $472 | 重新持有 |
| BAX | BAXTER INTL INC COM | $941 | 0.00% | 56 | 29 | 107.4% | $487 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $930 | 0.00% | 47 | 15 | 46.9% | $297 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $928 | 0.00% | 7 | 7 | — | $928 | 新建仓 |
| ALT | ALTIMMUNE INC COM NEW | $918 | 0.00% | 298 | 298 | — | $918 | 新建仓 |
| JLL | JONES LANG LASALLE INC COM | $913 | 0.00% | 3 | 1 | 50.0% | $304 | 加仓 |
| IPAR | INTERPARFUMS INC COM | $908 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $906 | 0.00% | 3 | 3 | — | $906 | 新建仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $902 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $895 | 0.00% | 98 | -44 | -31.0% | -$402 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC COM | $895 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $888 | 0.00% | 48 | 48 | — | $888 | 新建仓 |
| CGNX | COGNEX CORP COM | $882 | 0.00% | 18 | 18 | — | $882 | 新建仓 |
| BILL | BILL HOLDINGS INC COM | $881 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $880 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $859 | 0.00% | 8 | 8 | — | $859 | 新建仓 |
| CLSK | CLEANSPARK INC COM NEW | $851 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $848 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $844 | 0.00% | 5 | 5 | — | $844 | 新建仓 |
| GLPI | GAMING & LEISURE P COM | $843 | 0.00% | 19 | 6 | 46.2% | $266 | 加仓 |
| — | MFS INTER INCOME TR SH BEN INT | $836 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $830 | 0.00% | 5 | -2 | -28.6% | -$332 | 减仓 |
| UFPI | UFP INDUSTRIES INC COM | $829 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC SHS | $821 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GEVO | GEVO INC COM PAR | $819 | 0.00% | 300 | 300 | — | $819 | 新建仓 |
| SKY | CHAMPION HOMES INC COM | $818 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $804 | 0.00% | 7 | -14 | -66.7% | -$1,608 | 减仓 |
| — | TILRAY BRANDS INC COM | $802 | 0.00% | 124 | 10 | 8.8% | $65 | 加仓 |
| IR | INGERSOLL RAND INC COM | $801 | 0.00% | 10 | 4 | 66.7% | $320 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $800 | 0.00% | 61 | 22 | 56.4% | $289 | 加仓 |
| — | FREIGHTCAR AMER INC COM | $797 | 0.00% | 100 | 100 | — | $797 | 新建仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $794 | 0.00% | 12 | 4 | 50.0% | $265 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $793 | 0.00% | 4 | -1 | -20.0% | -$198 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC SUB VTG SHS | $793 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $793 | 0.00% | 14 | 14 | — | $793 | 新建仓 |
| — | INVESCO INDIA ETF | $780 | 0.00% | 38 | 0 | 0.0% | — | 不变 |