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 |
|---|---|---|---|---|---|---|---|---|
| ALOY | REALLOYS INC COM | $8.90万 | 0.00% | 6,161 | 1,011 | 19.6% | $1.46万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $8.87万 | 0.00% | 1,410 | 154 | 12.3% | $9,685 | 加仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $8.85万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $8.83万 | 0.00% | 2,547 | 21 | 0.8% | $728 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $8.80万 | 0.00% | 705 | 2 | 0.3% | $250 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $8.69万 | 0.00% | 817 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $8.68万 | 0.00% | 132 | -1 | -0.8% | -$658 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $8.67万 | 0.00% | 807 | 49 | 6.5% | $5,267 | 加仓 |
| TRP | TC ENERGY CORP COM | $8.67万 | 0.00% | 1,308 | 168 | 14.7% | $1.11万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $8.66万 | 0.00% | 1,779 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $8.65万 | 0.00% | 4,007 | -1,500 | -27.2% | -$3.24万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $8.64万 | 0.00% | 1,195 | 184 | 18.2% | $1.33万 | 加仓 |
| GWW | WW GRAINGER INC COM | $8.62万 | 0.00% | 63 | 7 | 12.5% | $9,582 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $8.62万 | 0.00% | 1,900 | 660 | 53.2% | $2.99万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $8.52万 | 0.00% | 970 | 3 | 0.3% | $264 | 加仓 |
| F | FORD MTR CO COM | $8.51万 | 0.00% | 6,123 | -143 | -2.3% | -$1,988 | 减仓 |
| — | TRADR 2X LONG WDC DAILY ETF | $8.45万 | 0.00% | 2,000 | 2,000 | — | $8.45万 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $8.40万 | 0.00% | 17,765 | 3,928 | 28.4% | $1.86万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $8.39万 | 0.00% | 310 | 102 | 49.0% | $2.76万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $8.35万 | 0.00% | 3,460 | 23 | 0.7% | $555 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $8.32万 | 0.00% | 881 | 3 | 0.3% | $283 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $8.22万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $8.20万 | 0.00% | 419 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8.20万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $8.19万 | 0.00% | 421 | -26,900 | -98.5% | -$522.99万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $8.12万 | 0.00% | 403 | 33 | 8.9% | $6,653 | 加仓 |
| DBA | INVESCO DB AGRICULTURE FUND | $8.00万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP COM | $8.00万 | 0.00% | 20,000 | 20,000 | — | $8.00万 | 新建仓 |
| — | GRANITESHARES 2X LONG DELL DAILY ETF | $7.99万 | 0.00% | 3,200 | 3,200 | — | $7.99万 | 新建仓 |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | $7.98万 | 0.00% | 1,051 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $7.98万 | 0.00% | 3,074 | 60 | 2.0% | $1,557 | 加仓 |
| TMUS | T-MOBILE US INC COM | $7.95万 | 0.00% | 474 | -194 | -29.0% | -$3.25万 | 减仓 |
| HSLV | HIGHLANDER SILVER CORP COM | $7.92万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $7.89万 | 0.00% | 269 | -53 | -16.5% | -$1.56万 | 减仓 |
| MET | METLIFE INC COM | $7.89万 | 0.00% | 933 | -8 | -0.9% | -$677 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $7.89万 | 0.00% | 239 | 25 | 11.7% | $8,253 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $7.85万 | 0.00% | 462 | -172 | -27.1% | -$2.92万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $7.84万 | 0.00% | 1,126 | 20 | 1.8% | $1,393 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $7.84万 | 0.00% | 601 | 34 | 6.0% | $4,434 | 加仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $7.83万 | 0.00% | 3,040 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $7.78万 | 0.00% | 7,760 | 7,000 | 921.1% | $7.02万 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $7.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $7.69万 | 0.00% | 1,882 | -24 | -1.3% | -$981 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $7.64万 | 0.00% | 91 | 2 | 2.2% | $1,679 | 加仓 |
| — | CANARY XRP ETF | $7.62万 | 0.00% | 6,880 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $7.58万 | 0.00% | 146 | 42 | 40.4% | $2.18万 | 加仓 |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | $7.56万 | 0.00% | 417 | -423 | -50.4% | -$7.67万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $7.52万 | 0.00% | 1,816 | 1 | 0.1% | $41 | 加仓 |
| FNV | FRANCO NEV CORP COM | $7.50万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $7.49万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $7.45万 | 0.00% | 3,367 | 2 | 0.1% | $44 | 加仓 |
| ABR | ARBOR REALTY TRUST INC COM | $7.45万 | 0.00% | 13,754 | 13,000 | 1,724.1% | $7.05万 | 加仓 |
| TOST | TOAST INC CL A | $7.44万 | 0.00% | 2,676 | -64 | -2.3% | -$1,780 | 减仓 |
| PPG | PPG INDS INC COM | $7.42万 | 0.00% | 612 | 578 | 1,700.0% | $7.01万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $7.40万 | 0.00% | 272 | 257 | 1,713.3% | $6.99万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $7.39万 | 0.00% | 2,773 | 212 | 8.3% | $5,652 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $7.36万 | 0.00% | 4,071 | 216 | 5.6% | $3,903 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $7.32万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $7.32万 | 0.00% | 331 | 331 | — | $7.32万 | 新建仓 |
| GM | GENERAL MTRS CO COM | $7.31万 | 0.00% | 949 | 138 | 17.0% | $1.06万 | 加仓 |
| — | NATIONAL BANKSHARES INC VA COM | $7.27万 | 0.00% | 2,002 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | $7.25万 | 0.00% | 3,591 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $7.19万 | 0.00% | 1,421 | 50 | 3.6% | $2,529 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $7.15万 | 0.00% | 2,979 | 1,329 | 80.5% | $3.19万 | 加仓 |
| CB | CHUBB LIMITED COM | $7.09万 | 0.00% | 208 | 43 | 26.1% | $1.47万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $7.05万 | 0.00% | 15,250 | 11,750 | 335.7% | $5.43万 | 加仓 |
| FTNT | FORTINET INC COM | $6.96万 | 0.00% | 453 | 112 | 32.8% | $1.72万 | 加仓 |
| NKE | NIKE INC CL B | $6.96万 | 0.00% | 1,695 | -438 | -20.5% | -$1.80万 | 减仓 |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | $6.96万 | 0.00% | 3,560 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $6.94万 | 0.00% | 185 | 10 | 5.7% | $3,750 | 加仓 |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | $6.94万 | 0.00% | 3,204 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $6.93万 | 0.00% | 336 | 15 | 4.7% | $3,093 | 加仓 |
| AM | ANTERO MIDSTREAM CORP COM | $6.92万 | 0.00% | 3,042 | 3,042 | — | $6.92万 | 新建仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $6.86万 | 0.00% | 3,067 | -248 | -7.5% | -$5,548 | 减仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $6.81万 | 0.00% | 2,976 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES CORE DIVIDEND ETF | $6.78万 | 0.00% | 1,100 | -1 | -0.1% | -$62 | 减仓 |
| — | PROSHARES ULTRASHORT QQQ | $6.78万 | 0.00% | 5,000 | 5,000 | — | $6.78万 | 新建仓 |
| EXC | EXELON CORP COM | $6.77万 | 0.00% | 1,452 | 98 | 7.2% | $4,569 | 加仓 |
| — | LEVERAGE SHARES 2X LONG TER DAILY ETF | $6.75万 | 0.00% | 850 | 850 | — | $6.75万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC COM | $6.74万 | 0.00% | 4,115 | 3,909 | 1,897.6% | $6.40万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $6.68万 | 0.00% | 1,587 | -15 | -0.9% | -$632 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $6.62万 | 0.00% | 665 | -276 | -29.3% | -$2.75万 | 减仓 |
| PAYX | PAYCHEX INC COM | $6.54万 | 0.00% | 665 | 87 | 15.1% | $8,555 | 加仓 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $6.44万 | 0.00% | 5,177 | 3,441 | 198.2% | $4.28万 | 加仓 |
| — | MICROSECTORS OIL & GAS EXP. & PROD. 3X LEVERAGED ETN | $6.43万 | 0.00% | 2,000 | 2,000 | — | $6.43万 | 新建仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $6.41万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $6.38万 | 0.00% | 471 | -8 | -1.7% | -$1,084 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $6.36万 | 0.00% | 406 | 14 | 3.6% | $2,194 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $6.32万 | 0.00% | 465 | 39 | 9.2% | $5,304 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $6.11万 | 0.00% | 249 | -4 | -1.6% | -$981 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $6.08万 | 0.00% | 598 | 352 | 143.1% | $3.58万 | 加仓 |
| O | REALTY INCOME CORP COM | $6.06万 | 0.00% | 978 | -66 | -6.3% | -$4,088 | 减仓 |
| MSOS | ADVISORSHARES PURE US CANNABIS ETF | $6.04万 | 0.00% | 11,895 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $6.03万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $6.01万 | 0.00% | 528 | 40 | 8.2% | $4,550 | 加仓 |
| CTAS | CINTAS CORP COM | $5.99万 | 0.00% | 352 | 75 | 27.1% | $1.28万 | 加仓 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $5.98万 | 0.00% | 698 | 4 | 0.6% | $343 | 加仓 |
| OLP | ONE LIBERTY PPTYS INC COM | $5.96万 | 0.00% | 2,442 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $5.94万 | 0.00% | 1,250 | 14 | 1.1% | $665 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $5.85万 | 0.00% | 384 | 14 | 3.8% | $2,133 | 加仓 |