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 |
|---|---|---|---|---|---|---|---|---|
| IVZ | INVESCO LTD SHS | $1,082 | 0.00% | 41 | -21 | -33.9% | -$554 | 减仓 |
| AGCO | AGCO CORP COM | $1,077 | 0.00% | 9 | -4 | -30.8% | -$479 | 减仓 |
| PACK | RANPAK HOLDINGS CORP COM CL A | $1,075 | 0.00% | 147 | 147 | — | $1,075 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $1,074 | 0.00% | 2 | 1 | 100.0% | $537 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC COM | $1,064 | 0.00% | 12 | -23 | -65.7% | -$2,039 | 重新持有 |
| LLYVK | LIBERTY LIVE HOLDINGS INC COM SHS SER C | $1,056 | 0.00% | 10 | 5 | 100.0% | $528 | 加仓 |
| CAE | CAE INC COM | $1,053 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $1,053 | 0.00% | 4 | 4 | — | $1,053 | 新建仓 |
| — | EXPRO LTD ORD SHS | $1,049 | 0.00% | 71 | 71 | — | $1,049 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC ORD SHS | $1,047 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP COM SHS | $1,034 | 0.00% | 88 | 88 | — | $1,034 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $1,031 | 0.00% | 16 | -46 | -74.2% | -$2,964 | 减仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $1,024 | 0.00% | 327 | 285 | 678.6% | $892 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $1,023 | 0.00% | 23 | -19 | -45.2% | -$845 | 减仓 |
| EVH | EVOLENT HEALTH INC CL A | $1,019 | 0.00% | 188 | 188 | — | $1,019 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $1,015 | 0.00% | 9 | -9 | -50.0% | -$1,015 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $1,015 | 0.00% | 116 | 18 | 18.4% | $158 | 加仓 |
| AUGO | AURA MINERALS INC SHS NEW | $1,007 | 0.00% | 16 | 16 | — | $1,007 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP COM | $1,004 | 0.00% | 14 | -8 | -36.4% | -$574 | 减仓 |
| CCS | CENTURY COMMUNITIES INC COM | $1,003 | 0.00% | 14 | 14 | — | $1,003 | 新建仓 |
| — | BRC INC COM CL A | $999 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $991 | 0.00% | 173 | 118 | 214.5% | $676 | 加仓 |
| VREX | VAREX IMAGING CORP COM | $970 | 0.00% | 93 | 93 | — | $970 | 新建仓 |
| SKY | CHAMPION HOMES INC COM | $969 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $963 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $955 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $951 | 0.00% | 150 | 150 | — | $951 | 新建仓 |
| BAND | BANDWIDTH INC COM CL A | $950 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $948 | 0.00% | 22 | -832 | -97.4% | -$3.59万 | 减仓 |
| ALK | ALASKA AIR GROUP INC COM | $940 | 0.00% | 18 | 18 | — | $940 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $939 | 0.00% | 15 | -14 | -48.3% | -$876 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $939 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $935 | 0.00% | 5 | -203 | -97.6% | -$3.80万 | 减仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | $935 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SABLE OFFSHORE CORP CLL OPT 08/26 5.0 CAL 看涨期权 | $924 | 0.00% | 300 | 300 | — | $924 | 新建仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $917 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $914 | 0.00% | 11 | -10 | -47.6% | -$831 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $913 | 0.00% | 24 | -76 | -76.0% | -$2,891 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $911 | 0.00% | 37 | -19 | -33.9% | -$468 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $910 | 0.00% | 9 | 9 | — | $910 | 新建仓 |
| — | SRX GLOBAL INC COM SHS | $907 | 0.00% | 10,000 | 10,000 | — | $907 | 新建仓 |
| ALT | ALTIMMUNE INC COM NEW | $906 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC COM | $902 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC ORD SHS A | $895 | 0.00% | 24 | 24 | — | $895 | 新建仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $892 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION COM | $891 | 0.00% | 12 | 12 | — | $891 | 新建仓 |
| WGO | WINNEBAGO INDS INC COM | $875 | 0.00% | 28 | 28 | — | $875 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $865 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC COM | $858 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP COM | $843 | 0.00% | 24 | 24 | — | $843 | 新建仓 |
| — | KULR TECHNOLOGY GROUP INC COM | $842 | 0.00% | 221 | 157 | 245.3% | $598 | 加仓 |
| — | OPEN LENDING CORP COM | $840 | 0.00% | 270 | 270 | — | $840 | 新建仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $839 | 0.00% | 15 | 15 | — | $839 | 新建仓 |
| BNTX | BIONTECH SE SPONSORED ADS | $837 | 0.00% | 9 | 9 | — | $837 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $827 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RH | RH COM | $824 | 0.00% | 5 | 2 | 66.7% | $330 | 加仓 |
| — | ABERDEEN INTER INCOME FD SH BEN INT | $823 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $822 | 0.00% | 246 | 246 | — | $822 | 新建仓 |
| MTCH | MATCH GROUP INC NEW COM | $818 | 0.00% | 21 | -16 | -43.2% | -$623 | 减仓 |
| UFPI | UFP INDUSTRIES INC COM | $817 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $803 | 0.00% | 2 | -2 | -50.0% | -$803 | 减仓 |
| SPSC | SPS COMM INC COM | $800 | 0.00% | 14 | 9 | 180.0% | $514 | 加仓 |
| AGX | ARGAN INC COM | $799 | 0.00% | 1 | 1 | — | $799 | 新建仓 |
| NOV | NOV INC COM | $798 | 0.00% | 43 | -1,182 | -96.5% | -$2.19万 | 减仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $794 | 0.00% | 21 | 21 | — | $794 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $783 | 0.00% | 2 | 2 | — | $783 | 新建仓 |
| — | MOTLEY FOOL NEXT INDEX ETF | $776 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $775 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $773 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC COM | $772 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $770 | 0.00% | 11 | 7 | 175.0% | $490 | 加仓 |
| — | INVESCO INDIA ETF | $763 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | NN INC COM | $757 | 0.00% | 211 | 211 | — | $757 | 新建仓 |
| KBH | KB HOME COM | $751 | 0.00% | 12 | 12 | — | $751 | 新建仓 |
| FOSL | FOSSIL GROUP INC COM | $749 | 0.00% | 181 | 181 | — | $749 | 新建仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $749 | 0.00% | 10 | 10 | — | $749 | 新建仓 |
| BXC | BLUELINX HLDGS INC COM NEW | $743 | 0.00% | 12 | 12 | — | $743 | 新建仓 |
| MRCY | MERCURY SYS INC COM | $734 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP LTD ORD | $731 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP COM | $730 | 0.00% | 54 | 54 | — | $730 | 新建仓 |
| KLAR | KLARNA GROUP PLC SHS | $729 | 0.00% | 36 | -3 | -7.7% | -$61 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $728 | 0.00% | 37 | -200 | -84.4% | -$3,935 | 减仓 |
| CSL | CARLISLE COS INC COM | $726 | 0.00% | 2 | -2 | -50.0% | -$726 | 重新持有 |
| CNM | CORE & MAIN INC CL A | $724 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO CL A | $719 | 0.00% | 3 | -1 | -25.0% | -$240 | 重新持有 |
| DRAM | ROUNDHILL MEMORY ETF | $719 | 0.00% | 10 | 10 | — | $719 | 新建仓 |
| VSAT | VIASAT INC COM | $718 | 0.00% | 8 | 8 | — | $718 | 新建仓 |
| PSO | PEARSON PLC SPONSORED ADR | $715 | 0.00% | 45 | 14 | 45.2% | $222 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $714 | 0.00% | 13 | -7 | -35.0% | -$384 | 重新持有 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $713 | 0.00% | 63 | 2 | 3.3% | $23 | 加仓 |
| HOV | HOVNANIAN ENTERPRISES INC CL A NEW | $712 | 0.00% | 5 | 5 | — | $712 | 新建仓 |
| — | TOPBUILD COR COM | $709 | 0.00% | 2 | -1 | -33.3% | -$354 | 减仓 |
| GNTX | GENTEX CORP COM | $708 | 0.00% | 28 | 22 | 366.7% | $556 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $705 | 0.00% | 14 | 14 | — | $705 | 新建仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $705 | 0.00% | 40 | 40 | — | $705 | 新建仓 |
| — | LOANDEPOT INC COM CL A | $704 | 0.00% | 563 | 563 | — | $704 | 新建仓 |
| — | AMPLIFY ENERGY CORP NEW COM | $700 | 0.00% | 176 | 126 | 252.0% | $501 | 加仓 |
| ONEW | ONEWATER MARINE INC CL A COM | $699 | 0.00% | 62 | 62 | — | $699 | 新建仓 |
| — | ROBINHOOD VENTURES FD I COM SHS | $688 | 0.00% | 21 | -990 | -97.9% | -$3.24万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC COM | $686 | 0.00% | 3 | -404 | -99.3% | -$9.24万 | 重新持有 |