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 |
|---|---|---|---|---|---|---|---|---|
| TTEK | TETRA TECH INC NEW COM | $482 | 0.00% | 16 | -16 | -50.0% | -$482 | 减仓 |
| RIOT | RIOT PLATFORMS INC COM | $482 | 0.00% | 39 | -32 | -45.1% | -$395 | 减仓 |
| ROL | ROLLINS INC COM | $481 | 0.00% | 9 | -42 | -82.4% | -$2,245 | 减仓 |
| KRC | KILROY REALTY CORP COM | $480 | 0.00% | 17 | 17 | — | $480 | 新建仓 |
| THO | THOR INDS INC COM | $479 | 0.00% | 6 | 6 | — | $479 | 新建仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $476 | 0.00% | 28 | 28 | — | $476 | 新建仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $473 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $472 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $472 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $471 | 0.00% | 17 | -1 | -5.6% | -$28 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $471 | 0.00% | 5 | 5 | — | $471 | 新建仓 |
| — | UNITI GROUP LLC COM SHS | $469 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC COM | $467 | 0.00% | 6 | -2 | -25.0% | -$156 | 减仓 |
| TTC | TORO CO COM | $467 | 0.00% | 5 | 5 | — | $467 | 新建仓 |
| PCVX | VAXCYTE INC COM | $465 | 0.00% | 8 | -7 | -46.7% | -$407 | 减仓 |
| — | QORVO INC COM | $464 | 0.00% | 6 | -2 | -25.0% | -$155 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $464 | 0.00% | 13 | -3 | -18.8% | -$107 | 减仓 |
| BLSH | BULLISH ORD SHS | $464 | 0.00% | 13 | 13 | — | $464 | 新建仓 |
| EXPO | EXPONENT INC COM | $457 | 0.00% | 7 | -14 | -66.7% | -$914 | 减仓 |
| FIVE | FIVE BELOW INC COM | $457 | 0.00% | 2 | 2 | — | $457 | 新建仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $455 | 0.00% | 11 | 3 | 37.5% | $124 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC COM | $450 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC COM | $449 | 0.00% | 11 | 4 | 57.1% | $163 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $446 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $446 | 0.00% | 17 | 17 | — | $446 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $444 | 0.00% | 6 | 6 | — | $444 | 新建仓 |
| FTV | FORTIVE CORP COM | $442 | 0.00% | 8 | -21 | -72.4% | -$1,160 | 减仓 |
| KBR | KBR INC COM | $442 | 0.00% | 12 | -24 | -66.7% | -$884 | 减仓 |
| QGEN | QIAGEN NV ORD SHARES | $440 | 0.00% | 11 | -1 | -8.3% | -$40 | 减仓 |
| RVTY | REVVITY INC COM | $438 | 0.00% | 5 | -7 | -58.3% | -$613 | 重新持有 |
| MRCY | MERCURY SYS INC COM | $437 | 0.00% | 6 | 6 | — | $437 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC COM | $437 | 0.00% | 6 | 6 | — | $437 | 新建仓 |
| MAC | MACERICH CO COM | $435 | 0.00% | 23 | 23 | — | $435 | 新建仓 |
| — | VOLATILITY SHARES TRUST XRP ETF | $432 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC COM CL A | $432 | 0.00% | 215 | 63 | 41.4% | $127 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $427 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC COM | $426 | 0.00% | 13 | 13 | — | $426 | 新建仓 |
| AX | AXOS FINANCIAL INC COM | $425 | 0.00% | 5 | 5 | — | $425 | 新建仓 |
| RH | RH COM | $419 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC COM | $416 | 0.00% | 5 | 5 | — | $416 | 新建仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $414 | 0.00% | 5 | -110 | -95.7% | -$9,108 | 重新持有 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $410 | 0.00% | 70 | 70 | — | $410 | 新建仓 |
| PSO | PEARSON PLC SPONSORED ADR | $407 | 0.00% | 31 | 31 | — | $407 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $400 | 0.00% | 2 | -1 | -33.3% | -$200 | 重新持有 |
| VMI | VALMONT INDS INC COM | $400 | 0.00% | 1 | 1 | — | $400 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $399 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC COM | $392 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC COM | $391 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $391 | 0.00% | 2 | 2 | — | $391 | 新建仓 |
| JBTM | JBT MAREL CORPORATION COM | $384 | 0.00% | 3 | 3 | — | $384 | 新建仓 |
| RWT | REDWOOD TRUST INC COM | $381 | 0.00% | 68 | 68 | — | $381 | 新建仓 |
| — | GLOBAL WTR RES INC COM | $380 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC COM | $366 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC CL A COM | $361 | 0.00% | 17 | 17 | — | $361 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $354 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $350 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $346 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP COM | $342 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $335 | 0.00% | 4 | -16 | -80.0% | -$1,340 | 减仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $334 | 0.00% | 14 | 1 | 7.7% | $24 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $334 | 0.00% | 6 | 6 | — | $334 | 新建仓 |
| PATK | PATRICK INDS INC COM | $333 | 0.00% | 3 | 3 | — | $333 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $332 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $330 | 0.00% | 2 | 2 | — | $330 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES INC COM NEW | $322 | 0.00% | 1 | 1 | — | $322 | 新建仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $315 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW COM | $312 | 0.00% | 50 | 50 | — | $312 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $305 | 0.00% | 11 | 11 | — | $305 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $302 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC COM | $299 | 0.00% | 119 | 19 | 19.0% | $48 | 加仓 |
| BC | BRUNSWICK CORP COM | $291 | 0.00% | 4 | 4 | — | $291 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $290 | 0.00% | 11 | 11 | — | $290 | 新建仓 |
| IBN | ICICI BANK LIMITED ADR | $285 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | GROWGENERATION CORP COM | $284 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP COM | $282 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC COM | $278 | 0.00% | 5 | -9 | -64.3% | -$500 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $275 | 0.00% | 16 | -29 | -64.4% | -$498 | 减仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $275 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP COM | $275 | 0.00% | 21 | 21 | — | $275 | 新建仓 |
| BAND | BANDWIDTH INC COM CL A | $267 | 0.00% | 15 | 15 | — | $267 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $262 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $260 | 0.00% | 5 | 5 | — | $260 | 新建仓 |
| — | IONEER LTD SPONSORED ADS | $255 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $253 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO COM | $253 | 0.00% | 4 | 4 | — | $253 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $251 | 0.00% | 6 | 6 | — | $251 | 新建仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $250 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $250 | 0.00% | 4 | 4 | — | $250 | 新建仓 |
| — | TON STRATEGY CO COM | $247 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $243 | 0.00% | 55 | -8,000 | -99.3% | -$3.53万 | 减仓 |
| TIPT | TIPTREE INC COM | $237 | 0.00% | 14 | 14 | — | $237 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $236 | 0.00% | 50 | 50 | — | $236 | 新建仓 |
| HYG | ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF | $223 | 0.00% | 3 | 3 | — | $223 | 新建仓 |
| AIZ | ASSURANT INC COM | $218 | 0.00% | 1 | 1 | — | $218 | 新建仓 |
| — | SACHEM CAP CORP COM | $211 | 0.00% | 209 | 10 | 5.0% | $10 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $209 | 0.00% | 14 | -120 | -89.6% | -$1,791 | 减仓 |
| VSTS | VESTIS CORPORATION COM SHS | $207 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | CARNIVAL PLC ADS | $206 | 0.00% | 8 | 8 | — | $206 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $204 | 0.00% | 1 | 1 | — | $204 | 新建仓 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $196 | 0.00% | 21 | -279 | -93.0% | -$2,604 | 重新持有 |