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 |
|---|---|---|---|---|---|---|---|---|
| HSIC | HENRY SCHEIN INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$529 | 清仓 |
| DUOL | DUOLINGO INC CL A COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMED | GLOBUS MED INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRS | LEONARDO DRS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -5 | -100.0% | -$508 | 清仓 |
| ATR | APTARGROUP INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$488 | 清仓 |
| — | DAYFORCE INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$484 | 清仓 |
| BRBR | BELLRING BRANDS INC COMMON STOCK | $0 | 0.00% | 0 | -18 | -100.0% | -$481 | 清仓 |
| — | CIVITAS RESOURCES INC COM NEW | $0 | 0.00% | 0 | -17 | -100.0% | -$461 | 清仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOPT | ISHARES TOP 20 U.S. STOCKS ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$312 | 清仓 |
| — | VOLATILITY SHARES TRUST XRP 2X ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$306 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$244 | 清仓 |
| — | GOPRO INC CL A | $0 | 0.00% | 0 | -125 | -100.0% | -$176 | 清仓 |
| — | TRAEGER INC COMMON STOCK | $0 | 0.00% | 0 | -149 | -100.0% | -$161 | 清仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |