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 |
|---|---|---|---|---|---|---|---|---|
| TW | TRADEWEB MKTS INC CL A | $498 | 0.00% | 5 | -5 | -50.0% | -$498 | 减仓 |
| YETI | YETI HLDGS INC COM | $496 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| INR | INFINITY NAT RES INC COM CL A | $495 | 0.00% | 39 | 39 | — | $495 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC COM | $494 | 0.00% | 59 | 59 | — | $494 | 新建仓 |
| — | SPOK HLDGS INC COM | $492 | 0.00% | 48 | 48 | — | $492 | 新建仓 |
| — | ALIGHT INC COM SHS CL A | $489 | 0.00% | 874 | 874 | — | $489 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $488 | 0.00% | 27 | 2 | 8.0% | $36 | 加仓 |
| SMTC | SEMTECH CORP COM | $486 | 0.00% | 3 | 3 | — | $486 | 新建仓 |
| WYNN | WYNN RESORTS LTD COM | $485 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV ORD SHS | $480 | 0.00% | 7 | 7 | — | $480 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC COM NEW | $480 | 0.00% | 77 | 77 | — | $480 | 新建仓 |
| MTG | MGIC INVT CORP WIS COM | $479 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP CL A | $475 | 0.00% | 47 | 47 | — | $475 | 新建仓 |
| HLNE | HAMILTON LANE INC CL A | $473 | 0.00% | 6 | -4 | -40.0% | -$315 | 减仓 |
| WMK | WEIS MKTS INC COM | $470 | 0.00% | 6 | 6 | — | $470 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $468 | 0.00% | 42 | 32 | 320.0% | $357 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $460 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $460 | 0.00% | 17 | 17 | — | $460 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $460 | 0.00% | 25 | 25 | — | $460 | 新建仓 |
| DUOL | DUOLINGO INC CL A COM | $460 | 0.00% | 4 | 1 | 33.3% | $115 | 重新持有 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $460 | 0.00% | 94 | 94 | — | $460 | 新建仓 |
| CNMD | CONMED CORP COM | $458 | 0.00% | 14 | 14 | — | $458 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $457 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $457 | 0.00% | 29 | 27 | 1,350.0% | $425 | 加仓 |
| IEX | IDEX CORP COM | $454 | 0.00% | 2 | -1 | -33.3% | -$227 | 减仓 |
| GEVO | GEVO INC COM PAR | $450 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $450 | 0.00% | 2 | 2 | — | $450 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $442 | 0.00% | 2 | 2 | — | $442 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $427 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $425 | 0.00% | 22 | 22 | — | $425 | 新建仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $421 | 0.00% | 20 | -255 | -92.7% | -$5,368 | 减仓 |
| WTI | W & T OFFSHORE INC COM | $410 | 0.00% | 130 | 130 | — | $410 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $407 | 0.00% | 15 | 15 | — | $407 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $402 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC COM | $402 | 0.00% | 270 | 270 | — | $402 | 新建仓 |
| FTS | FORTIS INC COM | $401 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $400 | 0.00% | 4 | 2 | 100.0% | $200 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMITE COM | $388 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $387 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION COM SHS | $383 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $383 | 0.00% | 4 | 4 | — | $383 | 新建仓 |
| — | GROWGENERATION CORP COM | $382 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC COM | $378 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $377 | 0.00% | 1 | -3 | -75.0% | -$1,131 | 减仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $377 | 0.00% | 12 | 12 | — | $377 | 新建仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $372 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $372 | 0.00% | 1 | 1 | — | $372 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $369 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $365 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP INC COM NEW | $364 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GLOBAL WTR RES INC COM | $362 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP COM | $359 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC ADR | $349 | 0.00% | 13 | 13 | — | $349 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $346 | 0.00% | 26 | -21 | -44.7% | -$279 | 减仓 |
| WCC | WESCO INTL INC COM | $345 | 0.00% | 1 | -5 | -83.3% | -$1,725 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $340 | 0.00% | 8 | 8 | — | $340 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $339 | 0.00% | 10 | 10 | — | $339 | 新建仓 |
| BC | BRUNSWICK CORP COM | $337 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC COM | $334 | 0.00% | 7 | -30 | -81.1% | -$1,431 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS INC COM | $334 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC COM | $331 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $331 | 0.00% | 10 | 10 | — | $331 | 新建仓 |
| — | VOLATILITY SHARES TRUST XRP ETF | $327 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $325 | 0.00% | 37 | 37 | — | $325 | 新建仓 |
| RWT | REDWOOD TRUST INC COM | $322 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $321 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. COM | $314 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC COM | $310 | 0.00% | 1 | -2 | -66.7% | -$620 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $310 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $304 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC COM NEW | $301 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | TELIX PHARMACEUTICAL LTD SPONSORED ADS | $300 | 0.00% | 26 | 26 | — | $300 | 新建仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $298 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $293 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP COM | $290 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $285 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP COM | $283 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION DAILY S&P 500 BULL 3X ETF | $277 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC COM NEW | $270 | 0.00% | 9 | -125 | -93.3% | -$3,750 | 减仓 |
| PATK | PATRICK INDS INC COM | $269 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION DAILY SEMICONDUCTOR BULL 3X ETF | $267 | 0.00% | 1 | -999 | -99.9% | -$26.67万 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $266 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC COM | $265 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | IONEER LTD SPONSORED ADS | $260 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SPFI | SOUTH PLAINS FINANCIAL INC COM | $259 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC COM | $257 | 0.00% | 2 | -5 | -71.4% | -$642 | 减仓 |
| TIPT | TIPTREE INC COM | $251 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $250 | 0.00% | 4 | -8 | -66.7% | -$500 | 减仓 |
| TREX | TREX INC COM | $250 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC COM | $245 | 0.00% | 4 | -47 | -92.2% | -$2,879 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $244 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | RENAISSANCE IPO ETF | $238 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $236 | 0.00% | 7 | 7 | — | $236 | 新建仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $234 | 0.00% | 8 | -26 | -76.5% | -$760 | 减仓 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $228 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $219 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $218 | 0.00% | 8 | 6 | 300.0% | $164 | 加仓 |
| PENN | PENN ENTERTAINMENT INC COM | $214 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS COM | $203 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | SACHEM CAP CORP COM | $198 | 0.00% | 211 | 2 | 1.0% | $2 | 加仓 |