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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP COM | $3.93万 | 0.00% | 180 | 56 | 45.2% | $1.22万 | 加仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $3.93万 | 0.00% | 297 | 59 | 24.8% | $7,810 | 加仓 |
| ORC | ORCHID IS CAP INC COM NEW | $3.93万 | 0.00% | 5,640 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD COM | $3.90万 | 0.00% | 360 | 49 | 15.8% | $5,311 | 加仓 |
| L | LOEWS CORP COM | $3.89万 | 0.00% | 344 | 158 | 84.9% | $1.79万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $3.89万 | 0.00% | 1,420 | -14,680 | -91.2% | -$40.24万 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3.89万 | 0.00% | 6,015 | -14,854 | -71.2% | -$9.61万 | 减仓 |
| WYFI | WHITEFIBER INC SHS | $3.88万 | 0.00% | 1,000 | 1,000 | — | $3.88万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.88万 | 0.00% | 360 | 46 | 14.6% | $4,958 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $3.87万 | 0.00% | 431 | -45,675 | -99.1% | -$410.39万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3.86万 | 0.00% | 752 | 40 | 5.6% | $2,056 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $3.86万 | 0.00% | 3,000 | 3,000 | — | $3.86万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP COM | $3.81万 | 0.00% | 825 | -31 | -3.6% | -$1,432 | 减仓 |
| EQT | EQT CORP COM | $3.80万 | 0.00% | 714 | 400 | 127.4% | $2.13万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $3.79万 | 0.00% | 365 | 42 | 13.0% | $4,362 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $3.76万 | 0.00% | 3,555 | 3,555 | — | $3.76万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3.75万 | 0.00% | 163 | 69 | 73.4% | $1.59万 | 加仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $3.73万 | 0.00% | 1,105 | 0 | 0.0% | — | 不变 |
| — | NETFLIX INC CLL OPT 01/27 88.0 CAL 看涨期权 | $3.72万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $3.72万 | 0.00% | 4,711 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $3.70万 | 0.00% | 155 | 2 | 1.3% | $478 | 加仓 |
| — | POINT BRIDGE AMERICA FIRST ETF | $3.70万 | 0.00% | 661 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRASHORT S&P 500 | $3.70万 | 0.00% | 650 | 650 | — | $3.70万 | 新建仓 |
| — | PLAYBOY INC COM | $3.66万 | 0.00% | 30,000 | 5,000 | 20.0% | $6,100 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $3.65万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $3.64万 | 0.00% | 5,015 | 4,911 | 4,722.1% | $3.57万 | 重新持有 |
| ALB | ALBEMARLE CORP COM | $3.61万 | 0.00% | 267 | -36 | -11.9% | -$4,870 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $3.59万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.57万 | 0.00% | 706 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $3.56万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $3.54万 | 0.00% | 467 | -169 | -26.6% | -$1.28万 | 减仓 |
| SG | SWEETGREEN INC COM CL A | $3.52万 | 0.00% | 4,000 | -1,000 | -20.0% | -$8,810 | 减仓 |
| SRE | SEMPRA COM | $3.44万 | 0.00% | 371 | 10 | 2.8% | $928 | 加仓 |
| GPC | GENUINE PARTS CO COM | $3.44万 | 0.00% | 291 | 106 | 57.3% | $1.25万 | 加仓 |
| SERV | SERVE ROBOTICS INC COM | $3.42万 | 0.00% | 5,200 | 3,988 | 329.0% | $2.62万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3.42万 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $3.42万 | 0.00% | 2,057 | 370 | 21.9% | $6,146 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $3.42万 | 0.00% | 69 | 8 | 13.1% | $3,961 | 加仓 |
| DOV | DOVER CORP COM | $3.39万 | 0.00% | 151 | 21 | 16.2% | $4,710 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $3.35万 | 0.00% | 203 | 203 | — | $3.35万 | 新建仓 |
| — | LEVERAGE SHARES 2X LONG ARM DAILY ETF | $3.35万 | 0.00% | 850 | 850 | — | $3.35万 | 新建仓 |
| ZS | ZSCALER INC COM | $3.35万 | 0.00% | 237 | 214 | 930.4% | $3.02万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $3.34万 | 0.00% | 384 | -1 | -0.3% | -$87 | 减仓 |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | $3.33万 | 0.00% | 292 | 1 | 0.3% | $114 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $3.33万 | 0.00% | 665 | -200 | -23.1% | -$1.00万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.33万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $3.31万 | 0.00% | 359 | -18 | -4.8% | -$1,661 | 减仓 |
| MTB | M & T BK CORP COM | $3.31万 | 0.00% | 139 | 19 | 15.8% | $4,522 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $3.30万 | 0.00% | 824 | -235 | -22.2% | -$9,402 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $3.29万 | 0.00% | 1,313 | 47 | 3.7% | $1,178 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $3.29万 | 0.00% | 414 | -136 | -24.7% | -$1.08万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $3.28万 | 0.00% | 197 | 162 | 462.9% | $2.70万 | 加仓 |
| RRC | RANGE RES CORP COM | $3.27万 | 0.00% | 879 | -702 | -44.4% | -$2.61万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $3.26万 | 0.00% | 3,000 | 3,000 | — | $3.26万 | 新建仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $3.24万 | 0.00% | 494 | 138 | 38.8% | $9,061 | 加仓 |
| — | ELLINGTON CREDIT COMPANY COM SHS BEN INT | $3.23万 | 0.00% | 7,315 | 2,115 | 40.7% | $9,348 | 加仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $3.22万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $3.21万 | 0.00% | 690 | -1 | -0.1% | -$47 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $3.18万 | 0.00% | 113 | 8 | 7.6% | $2,248 | 加仓 |
| SNAP | SNAP INC CL A | $3.15万 | 0.00% | 7,097 | 4,000 | 129.2% | $1.78万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $3.14万 | 0.00% | 215 | 47 | 28.0% | $6,867 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $3.14万 | 0.00% | 407 | 153 | 60.2% | $1.18万 | 加仓 |
| MCO | MOODYS CORP COM | $3.13万 | 0.00% | 69 | 4 | 6.2% | $1,813 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $3.12万 | 0.00% | 565 | -48 | -7.8% | -$2,649 | 减仓 |
| WRB | BERKLEY W R CORP COM | $3.10万 | 0.00% | 440 | 26 | 6.3% | $1,834 | 加仓 |
| AZZ | AZZ INC COM | $3.10万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $3.09万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3.09万 | 0.00% | 226 | 89 | 65.0% | $1.22万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $3.06万 | 0.00% | 70 | 23 | 48.9% | $1.01万 | 加仓 |
| MRNA | MODERNA INC COM | $3.06万 | 0.00% | 437 | -2 | -0.5% | -$140 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $3.06万 | 0.00% | 137 | -43 | -23.9% | -$9,591 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $3.04万 | 0.00% | 721 | 721 | — | $3.04万 | 新建仓 |
| EVRG | EVERGY INC COM | $3.03万 | 0.00% | 351 | 9 | 2.6% | $778 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $3.03万 | 0.00% | 54 | 15 | 38.5% | $8,409 | 加仓 |
| ONON | ON HLDG AG NAMEN AKT A | $3.01万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $3.00万 | 0.00% | 3,100 | -2,000 | -39.2% | -$1.94万 | 减仓 |
| ECOW | PACER EMERGING MARKETS CASH COWS 100 ETF | $2.99万 | 0.00% | 1,127 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $2.99万 | 0.00% | 2,000 | 2,000 | — | $2.99万 | 新建仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $2.98万 | 0.00% | 742 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $2.97万 | 0.00% | 15 | -3 | -16.7% | -$5,949 | 减仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $2.97万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $2.95万 | 0.00% | 1,153 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $2.95万 | 0.00% | 1,133 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $2.94万 | 0.00% | 263 | 100 | 61.3% | $1.12万 | 加仓 |
| HUM | HUMANA INC COM | $2.90万 | 0.00% | 73 | 48 | 192.0% | $1.91万 | 加仓 |
| BNDW | VANGUARD TOTAL WORLD BOND ETF | $2.90万 | 0.00% | 423 | -1 | -0.2% | -$69 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $2.87万 | 0.00% | 157 | 12 | 8.3% | $2,197 | 加仓 |
| AEE | AMEREN CORP COM | $2.86万 | 0.00% | 253 | 53 | 26.5% | $5,991 | 加仓 |
| TEM | TEMPUS AI INC CL A | $2.85万 | 0.00% | 492 | 149 | 43.4% | $8,632 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.85万 | 0.00% | 162 | 125 | 337.8% | $2.20万 | 加仓 |
| APH | AMPHENOL CORP CL A | $2.84万 | 0.00% | 161 | 51 | 46.4% | $8,992 | 加仓 |
| MFEM | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF | $2.82万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $2.82万 | 0.00% | 296 | 12 | 4.2% | $1,144 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $2.82万 | 0.00% | 140 | 3 | 2.2% | $603 | 加仓 |
| KIM | KIMCO REALTY CORP COM | $2.79万 | 0.00% | 1,102 | 102 | 10.2% | $2,586 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $2.78万 | 0.00% | 517 | 517 | — | $2.78万 | 新建仓 |
| CSX | CSX CORP COM | $2.76万 | 0.00% | 581 | 244 | 72.4% | $1.16万 | 加仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $2.76万 | 0.00% | 878 | 24 | 2.8% | $753 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.73万 | 0.00% | 357 | 22 | 6.6% | $1,681 | 加仓 |
| SNA | SNAP ON INC COM | $2.73万 | 0.00% | 68 | 26 | 61.9% | $1.04万 | 加仓 |