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 |
|---|---|---|---|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP COM | $18.16万 | 0.01% | 9,799 | 7,000 | 250.1% | $12.97万 | 加仓 |
| COR | CENCORA INC COM | $18.00万 | 0.01% | 636 | 10 | 1.6% | $2,830 | 加仓 |
| VRSN | VERISIGN INC COM | $17.94万 | 0.01% | 713 | 706 | 10,085.7% | $17.76万 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $17.89万 | 0.01% | 3,938 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $17.86万 | 0.01% | 2,012 | -19 | -0.9% | -$1,687 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $17.82万 | 0.01% | 10,507 | 2,977 | 39.5% | $5.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $17.70万 | 0.01% | 1,951 | 1,113 | 132.8% | $10.10万 | 加仓 |
| FAS | DIREXION DAILY FINANCIAL BULL 3X ETF | $17.66万 | 0.01% | 1,200 | 100 | 9.1% | $1.47万 | 加仓 |
| QCOM | QUALCOMM INC COM | $17.63万 | 0.01% | 954 | 117 | 14.0% | $2.16万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP C COM | $17.31万 | 0.01% | 6,618 | 13 | 0.2% | $340 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $17.26万 | 0.01% | 2,566 | -75 | -2.8% | -$5,044 | 减仓 |
| UNP | UNION PAC CORP COM | $17.23万 | 0.01% | 634 | 16 | 2.6% | $4,349 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $17.17万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $17.02万 | 0.01% | 11,028 | 6,607 | 149.4% | $10.19万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $16.98万 | 0.01% | 3,239 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $16.88万 | 0.01% | 1,013 | -7 | -0.7% | -$1,167 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $16.83万 | 0.01% | 741 | -132 | -15.1% | -$3.00万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $16.63万 | 0.01% | 2,194 | -1,998 | -47.7% | -$15.14万 | 减仓 |
| KKR | KKR & CO INC COM | $16.61万 | 0.01% | 1,810 | 0 | 0.0% | — | 不变 |
| USPX | FRANKLIN U.S. EQUITY INDEX ETF | $16.61万 | 0.01% | 2,543 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $16.33万 | 0.01% | 1,861 | 24 | 1.3% | $2,106 | 加仓 |
| CDE | COEUR MNG INC COM NEW | $16.14万 | 0.01% | 9,889 | 85 | 0.9% | $1,387 | 加仓 |
| GIS | GENERAL MILLS INC COM | $16.12万 | 0.01% | 4,631 | 383 | 9.0% | $1.33万 | 加仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $15.90万 | 0.01% | 11,250 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $15.86万 | 0.01% | 1,444 | 95 | 7.0% | $1.04万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $15.77万 | 0.01% | 2,941 | -1 | -0.0% | -$54 | 减仓 |
| KEY | KEYCORP COM | $15.73万 | 0.01% | 6,823 | 270 | 4.1% | $6,223 | 加仓 |
| ALL | ALLSTATE CORP COM | $15.59万 | 0.01% | 655 | 56 | 9.3% | $1.33万 | 加仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $15.53万 | 0.01% | 3,100 | -400 | -11.4% | -$2.00万 | 减仓 |
| RR | RICHTECH ROBOTICS INC CL B | $15.29万 | 0.01% | 72,487 | 52,480 | 262.3% | $11.07万 | 加仓 |
| LQD | ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $15.28万 | 0.01% | 1,401 | 14 | 1.0% | $1,527 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $15.13万 | 0.01% | 2,369 | 1 | 0.0% | $64 | 加仓 |
| KR | KROGER CO COM | $14.86万 | 0.01% | 2,675 | 223 | 9.1% | $1.24万 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $14.69万 | 0.01% | 3,276 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $14.27万 | 0.00% | 856 | 856 | — | $14.27万 | 新建仓 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $13.97万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $13.93万 | 0.00% | 2,362 | 44 | 1.9% | $2,595 | 加仓 |
| UUUU | ENERGY FUELS INC COM NEW | $13.79万 | 0.00% | 9,509 | 6,434 | 209.2% | $9.33万 | 加仓 |
| NEM | NEWMONT CORP COM | $13.69万 | 0.00% | 1,466 | -4 | -0.3% | -$374 | 减仓 |
| — | DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF | $13.59万 | 0.00% | 41,932 | 41,932 | — | $13.59万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $13.50万 | 0.00% | 2,344 | -40 | -1.7% | -$2,304 | 减仓 |
| TJX | TJX COS INC NEW COM | $13.10万 | 0.00% | 865 | 260 | 43.0% | $3.94万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP COM | $13.07万 | 0.00% | 750 | 605 | 417.2% | $10.55万 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $13.05万 | 0.00% | 1,157 | 0 | 0.0% | — | 不变 |
| — | PAYPAL HLDGS INC CLL OPT 01/27 32.5 CAL 看涨期权 | $12.95万 | 0.00% | 3,000 | 3,000 | — | $12.95万 | 新建仓 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $12.86万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $12.72万 | 0.00% | 415 | 167 | 67.3% | $5.12万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $12.62万 | 0.00% | 2,093 | 13 | 0.6% | $784 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $12.52万 | 0.00% | 1,414 | 5 | 0.4% | $443 | 加仓 |
| MLPA | GLOBAL X MLP ETF | $12.50万 | 0.00% | 2,355 | 43 | 1.9% | $2,283 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $12.46万 | 0.00% | 2,464 | -41,222 | -94.4% | -$208.50万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $12.30万 | 0.00% | 4,184 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $12.17万 | 0.00% | 387 | 136 | 54.2% | $4.28万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP COM | $12.14万 | 0.00% | 2,710 | 1,070 | 65.2% | $4.79万 | 加仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $12.10万 | 0.00% | 1,016 | -10 | -1.0% | -$1,191 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $11.96万 | 0.00% | 1,258 | 31 | 2.5% | $2,948 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $11.89万 | 0.00% | 4,721 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $11.84万 | 0.00% | 4,821 | -351 | -6.8% | -$8,618 | 减仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $11.82万 | 0.00% | 1,544 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $11.82万 | 0.00% | 1,506 | -3 | -0.2% | -$235 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $11.78万 | 0.00% | 2,247 | 739 | 49.0% | $3.87万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $11.74万 | 0.00% | 542 | 31 | 6.1% | $6,715 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $11.62万 | 0.00% | 4,845 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $11.43万 | 0.00% | 1,100 | 700 | 175.0% | $7.27万 | 加仓 |
| HUBB | HUBBELL INC COM | $11.30万 | 0.00% | 216 | 1 | 0.5% | $523 | 加仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $11.29万 | 0.00% | 2,590 | -54 | -2.0% | -$2,355 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $11.12万 | 0.00% | 332 | 165 | 98.8% | $5.53万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $10.89万 | 0.00% | 2,100 | 39 | 1.9% | $2,022 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $10.83万 | 0.00% | 1,934 | -9 | -0.5% | -$504 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $10.79万 | 0.00% | 569 | 8 | 1.4% | $1,517 | 加仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $10.78万 | 0.00% | 795 | -1,552 | -66.1% | -$21.05万 | 减仓 |
| NOW | SERVICENOW INC COM | $10.77万 | 0.00% | 1,085 | 636 | 141.6% | $6.32万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $10.62万 | 0.00% | 2,149 | 1 | 0.0% | $49 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $10.54万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $10.43万 | 0.00% | 3,935 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $10.34万 | 0.00% | 4,377 | 2,928 | 202.1% | $6.92万 | 加仓 |
| RDDT | REDDIT INC CL A | $10.33万 | 0.00% | 595 | 588 | 8,400.0% | $10.21万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $10.23万 | 0.00% | 1,504 | 28 | 1.9% | $1,904 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $10.08万 | 0.00% | 201 | -8,876 | -97.8% | -$445.07万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $10.00万 | 0.00% | 891 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $9.97万 | 0.00% | 1,233 | 1,207 | 4,642.3% | $9.76万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $9.92万 | 0.00% | 4,355 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $9.91万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $9.84万 | 0.00% | 422 | 8 | 1.9% | $1,865 | 加仓 |
| VG | VENTURE GLOBAL INC COM CL A | $9.71万 | 0.00% | 8,728 | 2,328 | 36.4% | $2.59万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $9.69万 | 0.00% | 819 | -86 | -9.5% | -$1.02万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $9.69万 | 0.00% | 188 | 17 | 9.9% | $8,759 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $9.67万 | 0.00% | 1,100 | 75 | 7.3% | $6,593 | 加仓 |
| DHR | DANAHER CORP DEL COM | $9.58万 | 0.00% | 503 | 225 | 80.9% | $4.29万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9.58万 | 0.00% | 286 | 6 | 2.1% | $2,009 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $9.57万 | 0.00% | 2,191 | 2,191 | — | $9.57万 | 新建仓 |
| SYY | SYSCO CORP COM | $9.47万 | 0.00% | 1,133 | 100 | 9.7% | $8,355 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $9.40万 | 0.00% | 3,206 | -2,388 | -42.7% | -$7.00万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $9.36万 | 0.00% | 849 | 1 | 0.1% | $110 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $9.30万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $9.30万 | 0.00% | 636 | 577 | 978.0% | $8.44万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $9.21万 | 0.00% | 1,592 | 139 | 9.6% | $8,042 | 加仓 |
| CVS | CVS HEALTH CORP COM | $9.20万 | 0.00% | 890 | 118 | 15.3% | $1.22万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $9.01万 | 0.00% | 1,788 | -29 | -1.6% | -$1,462 | 减仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $8.92万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |