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 |
|---|---|---|---|---|---|---|---|---|
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $770 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $769 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $767 | 0.00% | 14 | 4 | 40.0% | $219 | 加仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $758 | 0.00% | 40 | -1 | -2.4% | -$19 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $751 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY COM | $748 | 0.00% | 24 | 24 | — | $748 | 新建仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $747 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC CL A | $741 | 0.00% | 15 | 15 | — | $741 | 新建仓 |
| FELE | FRANKLIN ELEC INC COM | $737 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC COM | $725 | 0.00% | 7 | -5 | -41.7% | -$518 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $725 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| OCGN | OCUGEN INC COM | $724 | 0.00% | 400 | 400 | — | $724 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $714 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP COM | $711 | 0.00% | 4 | 4 | — | $711 | 新建仓 |
| BALL | BALL CORP COM | $709 | 0.00% | 12 | 1 | 9.1% | $59 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $704 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | BRC INC COM CL A | $699 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW CL A | $698 | 0.00% | 28 | 9 | 47.4% | $224 | 加仓 |
| APTV | APTIV PLC COM SHS | $694 | 0.00% | 10 | -52 | -83.9% | -$3,609 | 减仓 |
| NTNX | NUTANIX INC CL A | $684 | 0.00% | 18 | -3 | -14.3% | -$114 | 减仓 |
| — | HOLOGIC INC COM | $680 | 0.00% | 9 | -15 | -62.5% | -$1,133 | 减仓 |
| PONY | PONY AI INC SPONSORED ADS | $680 | 0.00% | 72 | 72 | — | $680 | 新建仓 |
| — | MOTLEY FOOL NEXT INDEX ETF | $679 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP COM | $676 | 0.00% | 23 | 23 | — | $676 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $668 | 0.00% | 100 | 100 | — | $668 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $659 | 0.00% | 5 | 1 | 25.0% | $132 | 加仓 |
| GKOS | GLAUKOS CORP COM | $646 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $646 | 0.00% | 7 | 7 | — | $646 | 新建仓 |
| NEU | NEWMARKET CORP COM | $641 | 0.00% | 1 | 1 | — | $641 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $632 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| UEVM | VICTORYSHARES EMERGING MARKETS VALUE MOMENTUM ETF | $619 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $616 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $615 | 0.00% | 3 | -2 | -40.0% | -$410 | 重新持有 |
| AXS | AXIS CAP HLDGS LTD SHS | $608 | 0.00% | 6 | 6 | — | $608 | 新建仓 |
| NI | NISOURCE INC COM | $607 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $605 | 0.00% | 12 | 2 | 20.0% | $101 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC COM | $603 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP SPONSORED ADR | $600 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $591 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $588 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $587 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC CL A | $585 | 0.00% | 2 | 2 | — | $585 | 新建仓 |
| FOXA | FOX CORP CL A COM | $584 | 0.00% | 10 | -19 | -65.5% | -$1,110 | 减仓 |
| BRKR | BRUKER CORP COM | $578 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL COM | $578 | 0.00% | 88 | -27 | -23.5% | -$177 | 重新持有 |
| H | HYATT HOTELS CORP COM CL A | $575 | 0.00% | 4 | 4 | — | $575 | 新建仓 |
| ARW | ARROW ELECTRS INC COM | $574 | 0.00% | 4 | 4 | — | $574 | 新建仓 |
| DDS | DILLARDS INC CL A | $572 | 0.00% | 1 | 1 | — | $572 | 新建仓 |
| PTC | PTC INC COM | $570 | 0.00% | 4 | 4 | — | $570 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION COM NEW | $569 | 0.00% | 4 | -296 | -98.7% | -$4.21万 | 减仓 |
| IEX | IDEX CORP COM | $569 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $567 | 0.00% | 25 | 22 | 733.3% | $499 | 加仓 |
| HAS | HASBRO INC COM | $562 | 0.00% | 6 | 6 | — | $562 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $560 | 0.00% | 6 | 3 | 100.0% | $280 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $559 | 0.00% | 11 | 2 | 22.2% | $102 | 加仓 |
| PJT | PJT PARTNERS INC COM CL A | $559 | 0.00% | 4 | 3 | 300.0% | $419 | 加仓 |
| SFD | SMITHFIELD FOODS INC COM | $559 | 0.00% | 20 | 20 | — | $559 | 新建仓 |
| GL | GLOBE LIFE INC COM | $557 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $554 | 0.00% | 245 | 65 | 36.1% | $147 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED COM | $551 | 0.00% | 24 | 24 | — | $551 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $546 | 0.00% | 29 | 29 | — | $546 | 新建仓 |
| ELF | E L F BEAUTY INC COM | $545 | 0.00% | 9 | -8 | -47.1% | -$484 | 减仓 |
| BWA | BORGWARNER INC COM | $543 | 0.00% | 10 | 10 | — | $543 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $540 | 0.00% | 7 | -5 | -41.7% | -$386 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $539 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $539 | 0.00% | 20 | 20 | — | $539 | 新建仓 |
| MRX | MAREX GROUP PLC ORD | $535 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $532 | 0.00% | 2 | 1 | 100.0% | $266 | 重新持有 |
| GAP | GAP INC COM | $532 | 0.00% | 22 | 22 | — | $532 | 新建仓 |
| — | ATKORE INC COM | $530 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC COM | $530 | 0.00% | 2 | 2 | — | $530 | 新建仓 |
| ALV | AUTOLIV INC COM | $526 | 0.00% | 5 | 5 | — | $526 | 新建仓 |
| BLCO | BAUSCH PLUS LOMB CORP COMMON SHARES | $525 | 0.00% | 33 | -35 | -51.5% | -$557 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $523 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $519 | 0.00% | 4 | 4 | — | $519 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN COM | $517 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $514 | 0.00% | 7 | -2 | -22.2% | -$147 | 重新持有 |
| MTN | VAIL RESORTS INC COM | $513 | 0.00% | 4 | 1 | 33.3% | $128 | 重新持有 |
| KLAR | KLARNA GROUP PLC SHS | $511 | 0.00% | 39 | 39 | — | $511 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $509 | 0.00% | 4 | -1 | -20.0% | -$127 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $508 | 0.00% | 5 | 5 | — | $508 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $506 | 0.00% | 8 | 4 | 100.0% | $253 | 加仓 |
| WAY | WAYSTAR HLDG CORP COM | $506 | 0.00% | 21 | 21 | — | $506 | 新建仓 |
| — | SEALED AIR CORP NEW COM | $505 | 0.00% | 12 | 12 | — | $505 | 新建仓 |
| COO | COOPER COS INC COM | $501 | 0.00% | 7 | -2 | -22.2% | -$143 | 减仓 |
| CCK | CROWN HLDGS INC COM | $501 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V ORD SHS | $500 | 0.00% | 10 | -4 | -28.6% | -$200 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $496 | 0.00% | 19 | 19 | — | $496 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $494 | 0.00% | 6 | -11 | -64.7% | -$906 | 重新持有 |
| POST | POST HLDGS INC COM | $494 | 0.00% | 5 | -5 | -50.0% | -$494 | 重新持有 |
| BFAM | BRIGHT HORIZONS FAM SOL IN DEL COM | $493 | 0.00% | 6 | 6 | — | $493 | 新建仓 |
| MSA | MSA SAFETY INC COM | $492 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $491 | 0.00% | 8 | -46 | -85.2% | -$2,823 | 减仓 |
| PPC | PILGRIMS PRIDE CORP COM | $491 | 0.00% | 13 | -13 | -50.0% | -$491 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $491 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $491 | 0.00% | 11 | 1 | 10.0% | $45 | 加仓 |
| MHO | M/I HOMES INC COM | $490 | 0.00% | 4 | 4 | — | $490 | 新建仓 |
| S | SENTINELONE INC CL A | $489 | 0.00% | 38 | -26 | -40.6% | -$335 | 减仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $487 | 0.00% | 26 | 26 | — | $487 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $484 | 0.00% | 7 | 7 | — | $484 | 新建仓 |