13F 机构持仓

Bogart Wealth, LLC

MCLEAN VA · SEC CIK 0001715740

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$29.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 6.8%
ACWI 5.6%
XOM 5.6%
CGDV 4.1%
BND 4.1%
JIRE 3.5%
UITB 3.5%
RECS 3.5%
QQQM 2.8%
JCPB 2.8%

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
— UNITI GROUP LLC COM SHS $00.00%0 -50-100.0% -$469 清仓
BLSH BULLISH ORD SHS $00.00%0 -13-100.0% -$464 清仓
— QORVO INC COM $00.00%0 -6-100.0% -$464 清仓
FIVE FIVE BELOW INC COM $00.00%0 -2-100.0% -$457 清仓
EXPO EXPONENT INC COM $00.00%0 -7-100.0% -$457 清仓
LIF LIFE360 INC COM $00.00%0 -11-100.0% -$449 清仓
QGEN QIAGEN NV ORD SHARES $00.00%0 -11-100.0% -$440 清仓
SFBS SERVISFIRST BANCSHARES INC COM $00.00%0 -6-100.0% -$437 清仓
MAC MACERICH CO COM $00.00%0 -23-100.0% -$435 清仓
AX AXOS FINANCIAL INC COM $00.00%0 -5-100.0% -$425 清仓
KYMR KYMERA THERAPEUTICS INC COM $00.00%0 -5-100.0% -$416 清仓
IBN ICICI BANK LIMITED ADR $00.00%0 -11-100.0% -$285 清仓
— TON STRATEGY CO COM $00.00%0 -100-100.0% -$247 清仓
— CARNIVAL PLC ADS $00.00%0 -8-100.0% -$206 清仓
— AMPLIFY ALTERNATIVE HARVEST ETF $00.00%0 -8-100.0% -$188 清仓
— INUVO INC COM $00.00%0 -30-100.0% -$62 清仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $00.00%0 -1-100.0% -$59 清仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $00.00%0 -1-100.0% -$58 清仓
— WISDOMTREE JAPAN OPPORTUNITIES FUND $00.00%0 -1-100.0% -$54 清仓
CNDT CONDUENT INC COM $00.00%0 -33-100.0% -$42 清仓
— WHEELS UP EXPERIENCE INC COM CL A $00.00%0 -26-100.0% -$13 清仓
— SCYNEXIS INC COM NEW $00.00%0 -12-100.0% -$11 清仓
— PSQ HOLDINGS INC CL A $00.00%0 -17-100.0% -$9 清仓
— KEEL INFRASTRUCTURE CORP COM SHS $00.00%0 -2-100.0% -$4 清仓
— CENNTRO INC COM $00.00%0 -17-100.0% -$2 清仓
— XEROX HOLDINGS CORP WT EXP 021128 $00.00%0 -21-100.0% -$2 清仓
— X3 HOLDINGS CO LTD SHS NEW $00.00%0 -1-100.0% -$1 清仓