13F 机构持仓

Bogart Wealth, LLC

MCLEAN VA · SEC CIK 0001715740

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$29.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.8%
ACWI 5.6%
XOM 5.6%
CGDV 4.1%
BND 4.1%
JIRE 3.5%
UITB 3.5%
RECS 3.5%
QQQM 2.8%
JCPB 2.8%

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
SITE SITEONE LANDSCAPE SUPPLY INC COM $1,7160.00%15 436.4% $458 加仓
AXSM AXSOME THERAPEUTICS INC. COM $1,7130.00%7 7— $1,713 新建仓
DCI DONALDSON INC COM $1,7060.00%19 -6-24.0% -$539 减仓
HXL HEXCEL CORP NEW COM $1,7010.00%17 00.0% — 不变
IDCC INTERDIGITAL INC COM $1,6990.00%6 3100.0% $850 加仓
— LIBERTY BROADBAND CORP COM SER C $1,6960.00%51 2488.9% $798 加仓
JKS JINKOSOLAR HLDG CO LTD SPONSORED ADR $1,6800.00%100 00.0% — 不变
— SUTRO BIOPHARMA INC COM SHS $1,6600.00%50 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $1,6380.00%281 13997.9% $810 加仓
— JELD-WEN HLDG INC COM $1,6380.00%1,092 1,092— $1,638 新建仓
VOYA VOYA FINANCIAL INC COM $1,6300.00%18 320.0% $272 加仓
— OPTIMIZERX CORP COM NEW $1,6300.00%285 285— $1,630 新建仓
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $1,6270.00%32 -32-50.0% -$1,627 减仓
UTHR UNITED THERAPEUTICS CORP DEL COM $1,6250.00%3 00.0% — 不变
CHWY CHEWY INC CL A $1,6110.00%82 -45-35.4% -$884 减仓
ASTS AST SPACEMOBILE INC COM CL A $1,5990.00%18 13260.0% $1,155 加仓
— FREIGHTCAR AMER INC COM $1,5880.00%163 6363.0% $614 加仓
EFX EQUIFAX INC COM $1,5870.00%10 -2-16.7% -$317 减仓
RNR RENAISSANCERE HLDGS LTD COM $1,5850.00%5 125.0% $317 加仓
MATV MATIV HOLDINGS INC COM $1,5820.00%209 209— $1,582 新建仓
XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $1,5710.00%19 00.0% — 不变
KAI KADANT INC COM $1,5710.00%5 00.0% — 不变
TTC TORO CO COM $1,5590.00%16 11220.0% $1,072 加仓
TRI THOMSON REUTERS CORP COM $1,5520.00%19 00.0% — 不变
LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK $1,5520.00%38 1890.0% $735 加仓
XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $1,5410.00%35 00.0% — 不变
MFC MANULIFE FINL CORP COM $1,5390.00%38 00.0% — 不变
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW $1,5360.00%155 155— $1,536 新建仓
PRF INVESCO RAFI US 1000 ETF $1,5130.00%28 00.0% — 不变
STEP STEPSTONE GROUP INC COM CL A $1,4890.00%36 1463.6% $579 加仓
STE STERIS PLC SHS USD $1,4740.00%7 00.0% — 不变
ENOV ENOVIS CORPORATION COM $1,4700.00%71 71— $1,470 新建仓
ICUI ICU MED INC COM $1,4660.00%10 00.0% — 不变
NRG NRG ENERGY INC COM NEW $1,4610.00%10 -7-41.2% -$1,023 减仓
CLSK CLEANSPARK INC COM NEW $1,4550.00%100 00.0% — 不变
QDEL QUIDELORTHO CORP COM $1,4540.00%83 83— $1,454 新建仓
GNE GENIE ENERGY LTD CL B $1,4450.00%100 100— $1,445 新建仓
NXT NEXTPOWER INC CLASS A COM $1,4300.00%12 450.0% $477 加仓
FIG FIGMA INC CLASS A COM STK $1,4290.00%79 2033.9% $362 加仓
SUNB SUNBELT RENTALS HOLDINGS INC SHS $1,4210.00%19 19— $1,421 新建仓
— GAMESTOP CORP NEW WT EXP 103026 $1,3950.00%500 00.0% — 不变
TXT TEXTRON INC COM $1,3760.00%15 -3-16.7% -$275 减仓
PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS $1,3690.00%56 2793.1% $660 加仓
DKS DICKS SPORTING GOODS INC COM $1,3610.00%6 250.0% $454 加仓
NVT NVENT ELEC PLC SHS $1,3570.00%8 -7-46.7% -$1,187 减仓
AMG AFFILIATED MANAGERS GROUP COM $1,3540.00%4 -4-50.0% -$1,354 减仓
G GENPACT LIMITED SHS $1,3480.00%49 36276.9% $990 重新持有
RIO RIO TINTO PLC SPONSORED ADR $1,3290.00%14 8133.3% $759 加仓
MAS MASCO CORP COM $1,3270.00%16 -409-96.2% -$3.39万 减仓
OGN ORGANON & CO COMMON STOCK $1,3270.00%98 00.0% — 不变
LUNR INTUITIVE MACHINES INC CLASS A COM $1,3260.00%62 00.0% — 不变
OPRT OPORTUN FINL CORP COM $1,3130.00%230 230— $1,313 新建仓
AAP ADVANCE AUTO PARTS INC COM $1,3070.00%21 00.0% — 不变
WFRD WEATHERFORD INTL PLC ORD SHS $1,3040.00%16 545.5% $408 加仓
AUR AURORA INNOVATION INC CLASS A COM $1,3030.00%191 -143-42.8% -$976 减仓
ADT ADT INC DEL COM $1,3000.00%200 112127.3% $728 加仓
AXS AXIS CAP HLDGS LTD SHS $1,2890.00%12 6100.0% $644 加仓
OMF ONEMAIN HLDGS INC COM $1,2800.00%21 -35-62.5% -$2,133 减仓
WWD WOODWARD INC COM $1,2760.00%3 00.0% — 不变
BITB BITWISE BITCOIN ETF TRUST $1,2740.00%40 -20-33.3% -$637 减仓
EQH EQUITABLE HLDGS INC COM $1,2730.00%29 13.6% $44 加仓
SIGI SELECTIVE INS GROUP INC COM $1,2610.00%13 13— $1,261 新建仓
HACK AMPLIFY CYBERSECURITY ETF $1,2600.00%12 00.0% — 不变
AVNT AVIENT CORPORATION COM $1,2570.00%34 00.0% — 不变
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF $1,2520.00%49 00.0% — 不变
BBWI BATH & BODY WORKS INC COM $1,2490.00%54 54— $1,249 新建仓
LMAT LEMAITRE VASCULAR INC COM $1,2470.00%13 00.0% — 不变
UVE UNIVERSAL INS HLDGS INC COM $1,2460.00%30 30— $1,246 新建仓
AMH AMERICAN HOMES 4 RENT CL A $1,2400.00%37 32640.0% $1,072 加仓
POST POST HLDGS INC COM $1,2360.00%14 9180.0% $795 加仓
MBB ISHARES MBS ETF $1,2290.00%13 00.0% — 不变
UAA UNDER ARMOUR INC CL A $1,2270.00%192 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $1,2260.00%5 3150.0% $736 加仓
LINE LINEAGE INC COM $1,2110.00%28 15115.4% $649 加仓
FOXA FOX CORP CL A COM $1,2000.00%23 13130.0% $678 加仓
EXE EXPAND ENERGY CORPORATION COM $1,1850.00%13 121,200.0% $1,094 加仓
DPZ DOMINOS PIZZA INC COM $1,1840.00%4 -13-76.5% -$3,848 减仓
UA UNDER ARMOUR INC CL C $1,1820.00%190 00.0% — 不变
GIII G III APPAREL GROUP LTD COM $1,1800.00%35 00.0% — 不变
CLNE CLEAN ENERGY FUELS CORP COM $1,1790.00%575 00.0% — 不变
STNG SCORPIO TANKERS INC SHS $1,1770.00%17 654.5% $415 加仓
SGI SOMNIGROUP INTERNATIONAL INC COM $1,1760.00%15 9150.0% $706 加仓
E ENI SPA SPONSORED ADR $1,1720.00%25 1178.6% $516 加仓
RYAN RYAN SPECIALTY HOLDINGS INC CL A $1,1710.00%31 31— $1,171 新建仓
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $1,1650.00%17 00.0% — 不变
SBCF SEACOAST BKG CORP FLA COM NEW $1,1640.00%35 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS COM $1,1530.00%15 -2-11.8% -$154 减仓
IX ORIX CORP SPONSORED ADR $1,1410.00%30 1050.0% $380 加仓
CTGO CONTANGO SILVER & GOLD INC COM $1,1370.00%72 72— $1,137 新建仓
LPLA LPL FINL HLDGS INC COM $1,1270.00%4 -3-42.9% -$845 减仓
SM SM ENERGY COMPANY COM $1,1220.00%43 1979.2% $496 加仓
IPAR INTERPARFUMS INC COM $1,1190.00%10 00.0% — 不变
FOUR SHIFT4 PMTS INC CL A $1,1190.00%23 23— $1,119 新建仓
— NUVALENT INC COM $1,1120.00%9 9— $1,112 新建仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $1,1110.00%9 9— $1,111 新建仓
— SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF $1,1040.00%22 00.0% — 不变
— FTC SOLAR INC COM NEW $1,0970.00%216 216— $1,097 新建仓
NSIT INSIGHT ENTERPRISES INC COM $1,0960.00%9 00.0% — 不变
VYX NCR VOYIX CORPORATION COM $1,0950.00%134 00.0% — 不变
SETM SPROTT CRITICAL MATERIALS ETF $1,0910.00%35 35— $1,091 新建仓