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 |
|---|---|---|---|---|---|---|---|---|
| COCO | VITA COCO CO INC COM | $192 | 0.00% | 4 | 4 | — | $192 | 新建仓 |
| VALE | VALE S A SPONSORED ADS | $191 | 0.00% | 12 | 12 | — | $191 | 新建仓 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $189 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $188 | 0.00% | 8 | 8 | — | $188 | 新建仓 |
| TREX | TREX INC COM | $182 | 0.00% | 5 | 5 | — | $182 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $181 | 0.00% | 2 | 2 | — | $181 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $179 | 0.00% | 1 | 1 | — | $179 | 新建仓 |
| WIW | WESTERN AST INFL LKD OPP & INM COM | $177 | 0.00% | 21 | 16 | 320.0% | $135 | 加仓 |
| MAN | MANPOWERGROUP INC WIS COM | $177 | 0.00% | 6 | 6 | — | $177 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $172 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $172 | 0.00% | 12 | 12 | — | $172 | 新建仓 |
| — | RENAISSANCE IPO ETF | $168 | 0.00% | 4 | 2 | 100.0% | $84 | 加仓 |
| ASH | ASHLAND INC COM | $167 | 0.00% | 3 | 3 | — | $167 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $162 | 0.00% | 2 | 2 | — | $162 | 新建仓 |
| — | LANDS END INC NEW COM | $157 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $156 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | KULR TECHNOLOGY GROUP INC COM | $152 | 0.00% | 64 | 64 | — | $152 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC COM | $150 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BCML | BAYCOM CORP COM | $149 | 0.00% | 5 | 5 | — | $149 | 新建仓 |
| — | RIVERVIEW BANCORP INC COM | $149 | 0.00% | 27 | 27 | — | $149 | 新建仓 |
| URG | UR-ENERGY INC COM | $149 | 0.00% | 100 | 100 | — | $149 | 新建仓 |
| ADNT | ADIENT PLC ORD SHS | $141 | 0.00% | 7 | 7 | — | $141 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $140 | 0.00% | 5 | -11 | -68.8% | -$308 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $137 | 0.00% | 4 | 4 | — | $137 | 新建仓 |
| GNTX | GENTEX CORP COM | $131 | 0.00% | 6 | 6 | — | $131 | 新建仓 |
| UMH | UMH PPTYS INC COM | $130 | 0.00% | 9 | 9 | — | $130 | 新建仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $130 | 0.00% | 2 | 2 | — | $130 | 新建仓 |
| — | AUDIOEYE INC COM NEW | $127 | 0.00% | 20 | 20 | — | $127 | 新建仓 |
| LCII | LCI INDS COM | $123 | 0.00% | 1 | 1 | — | $123 | 新建仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $121 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHARES TRUST XRP 2X ETF | $121 | 0.00% | 3 | 3 | — | $121 | 新建仓 |
| CDW | CDW CORP COM | $121 | 0.00% | 1 | -6 | -85.7% | -$726 | 重新持有 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $117 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $113 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $110 | 0.00% | 1 | 1 | — | $110 | 新建仓 |
| SPNT | SIRIUSPOINT LTD COM | $108 | 0.00% | 5 | 5 | — | $108 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $107 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $105 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | MARIS TECH LTD ORDINARY SHARES | $101 | 0.00% | 75 | 75 | — | $101 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | $98 | 0.00% | 8 | 8 | — | $98 | 新建仓 |
| WD | WALKER & DUNLOP INC COM | $89 | 0.00% | 2 | 2 | — | $89 | 新建仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $85 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SURF AIR MOBILITY INC COM NEW | $84 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $84 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $84 | 0.00% | 8 | 8 | — | $84 | 新建仓 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $84 | 0.00% | 60 | 60 | — | $84 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC COM | $82 | 0.00% | 2 | 2 | — | $82 | 新建仓 |
| — | ZOMEDICA CORP COM | $81 | 0.00% | 680 | 500 | 277.8% | $60 | 加仓 |
| — | AURORA CANNABIS INC COM | $78 | 0.00% | 24 | 1 | 4.3% | $3 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC COM | $77 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY INC COM SER C | $74 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $74 | 0.00% | 3 | 3 | — | $74 | 新建仓 |
| SABR | SABRE CORP COM | $73 | 0.00% | 50 | 50 | — | $73 | 新建仓 |
| WEN | WENDYS CO COM | $70 | 0.00% | 10 | -51 | -83.6% | -$357 | 减仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $70 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC COM | $68 | 0.00% | 6 | 6 | — | $68 | 新建仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $67 | 0.00% | 2 | -76 | -97.4% | -$2,546 | 重新持有 |
| — | STATE STREET SPDR S&P KENSHO SMART MOBILITY ETF | $65 | 0.00% | 2 | 2 | — | $65 | 新建仓 |
| — | MICROVISION INC DEL COM NEW | $64 | 0.00% | 100 | 100 | — | $64 | 新建仓 |
| GTE | GRAN TIERRA ENERGY INC COM | $63 | 0.00% | 7 | 7 | — | $63 | 新建仓 |
| — | INUVO INC COM | $62 | 0.00% | 30 | 30 | — | $62 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $59 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $58 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TRAEGER INC COM NEW | $58 | 0.00% | 2 | 2 | — | $58 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $55 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE JAPAN OPPORTUNITIES FUND | $54 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CERAGON NETWORKS LTD ORD | $54 | 0.00% | 25 | 25 | — | $54 | 新建仓 |
| XRX | XEROX HOLDINGS CORP COM NEW | $54 | 0.00% | 42 | 42 | — | $54 | 新建仓 |
| SSL | SASOL LTD SPONSORED ADR | $52 | 0.00% | 4 | 4 | — | $52 | 新建仓 |
| ENVX | ENOVIX CORPORATION COM | $52 | 0.00% | 10 | 10 | — | $52 | 新建仓 |
| INN | SUMMIT HOTEL PPTYS COM | $49 | 0.00% | 11 | 11 | — | $49 | 新建仓 |
| — | GEE GROUP INC COM | $48 | 0.00% | 200 | 200 | — | $48 | 新建仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $47 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | URBAN ONE INC COM SHS CL D NON | $44 | 0.00% | 8 | 8 | — | $44 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $42 | 0.00% | 4 | 4 | — | $42 | 新建仓 |
| CNDT | CONDUENT INC COM | $42 | 0.00% | 33 | 33 | — | $42 | 新建仓 |
| ZD | ZIFF DAVIS INC COM | $42 | 0.00% | 1 | 1 | — | $42 | 新建仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $40 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | UNICYCIVE THERAPEUTICS INC COM NEW | $39 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP COM SHS | $38 | 0.00% | 3 | 3 | — | $38 | 新建仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $37 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $36 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC COM CL B | $35 | 0.00% | 1 | -12 | -92.3% | -$420 | 减仓 |
| — | AKEBIA THREAPEUTICS INC COM | $35 | 0.00% | 25 | 25 | — | $35 | 新建仓 |
| — | CHERRY HILL MTG INVT CORP COM | $30 | 0.00% | 12 | 12 | — | $30 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $29 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $29 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WW INTL INC COM NEW | $27 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $27 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | CHECK CAP LTD SHS | $26 | 0.00% | 16 | 2 | 14.3% | $3 | 加仓 |
| — | ATOSSA THERAPEUTICS INC COM | $26 | 0.00% | 5 | 5 | — | $26 | 新建仓 |
| — | LIPOCINE INC NEW COM NEW | $24 | 0.00% | 3 | 3 | — | $24 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG SPONSORED ADR | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TPG MTG INVTS TR INC COM NEW | $22 | 0.00% | 3 | 3 | — | $22 | 新建仓 |
| — | SENSEONICS HLDGS INC COM | $20 | 0.00% | 3 | 3 | — | $20 | 新建仓 |
| FCEL | FUELCELL ENERGY INC COM NEW | $20 | 0.00% | 3 | 3 | — | $20 | 新建仓 |
| NVAX | NOVAVAX INC COM NEW | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| — | HYPERSCALE DATA INC COM SHS | $15 | 0.00% | 100 | 100 | — | $15 | 新建仓 |
| — | KARTOON STUDIOS INC. COM NEW | $14 | 0.00% | 22 | 20 | 1,000.0% | $13 | 加仓 |
| PSFE | PAYSAFE LIMITED SHS | $14 | 0.00% | 2 | 2 | — | $14 | 新建仓 |