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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $1.97亿 | 6.76% | 287,374 | 36,593 | 14.6% | $2,513.24万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.65亿 | 5.65% | 1,049,707 | 17,782 | 1.7% | $279.12万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $1.64亿 | 5.64% | 1,202,952 | 1,202,952 | — | $1.64亿 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $1.20亿 | 4.10% | 2,429,786 | 31,185 | 1.3% | $153.68万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1.18亿 | 4.06% | 1,614,048 | 68,661 | 4.4% | $504.04万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $1.03亿 | 3.53% | 1,248,235 | 29,302 | 2.4% | $241.71万 | 加仓 |
| UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $1.02亿 | 3.49% | 2,172,807 | 112,062 | 5.4% | $524.88万 | 加仓 |
| RECS | COLUMBIA RESEARCH ENHANCED CORE ETF | $1.01亿 | 3.47% | 2,339,266 | 52,602 | 2.3% | $227.66万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $8,103.91万 | 2.78% | 267,482 | 615 | 0.2% | $18.63万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $8,054.92万 | 2.76% | 1,716,003 | 145,371 | 9.3% | $682.37万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $7,482.60万 | 2.56% | 1,885,735 | 28,467 | 1.5% | $112.96万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $6,862.23万 | 2.35% | 1,120,730 | 21,606 | 2.0% | $132.29万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $6,214.74万 | 2.13% | 726,955 | 4,736 | 0.7% | $40.49万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $5,279.36万 | 1.81% | 558,248 | 29,986 | 5.7% | $283.58万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4,918.71万 | 1.69% | 690,345 | 23,459 | 3.5% | $167.15万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $4,197.66万 | 1.44% | 435,036 | 2,002 | 0.5% | $19.32万 | 加仓 |
| AAPL | APPLE INC COM | $4,090.86万 | 1.40% | 141,376 | 6,413 | 4.8% | $185.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $3,578.39万 | 1.23% | 178,839 | 9,767 | 5.8% | $195.43万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,336.07万 | 1.14% | 89,434 | 16,316 | 22.3% | $608.62万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3,287.98万 | 1.13% | 221,696 | 216,217 | 3,946.3% | $3,206.72万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,274.69万 | 1.12% | 91,633 | 249 | 0.3% | $8.90万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,709.05万 | 0.93% | 71,715 | 1,033 | 1.5% | $39.02万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $2,492.55万 | 0.85% | 34,475 | 99 | 0.3% | $7.16万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,303.17万 | 0.79% | 11,577 | 43 | 0.4% | $8.55万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $2,247.01万 | 0.77% | 445,040 | 436,664 | 5,213.3% | $2,204.72万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,202.42万 | 0.75% | 187,504 | -43,944 | -19.0% | -$516.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,128.62万 | 0.73% | 75,695 | 3,793 | 5.3% | $106.66万 | 加仓 |
| AMZN | AMAZON COM INC COM | $2,088.55万 | 0.72% | 87,629 | 655 | 0.8% | $15.61万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,030.70万 | 0.70% | 600,089 | -2,459 | -0.4% | -$8.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $1,933.90万 | 0.66% | 16,754 | -4,752 | -22.1% | -$548.52万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,855.05万 | 0.64% | 54,397 | -47,266 | -46.5% | -$1,611.87万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,853.00万 | 0.64% | 25,163 | 703 | 2.9% | $51.77万 | 加仓 |
| V | VISA INC COM CL A | $1,807.84万 | 0.62% | 52,693 | 1,337 | 2.6% | $45.87万 | 加仓 |
| CME | CME GROUP INC COM | $1,643.33万 | 0.56% | 74,416 | 15,609 | 26.5% | $344.69万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1,640.40万 | 0.56% | 66,623 | 2,953 | 4.6% | $72.71万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,609.83万 | 0.55% | 225,466 | 66,809 | 42.1% | $477.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1,593.46万 | 0.55% | 125,886 | 20,124 | 19.0% | $254.73万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,551.55万 | 0.53% | 12,936 | 226 | 1.8% | $27.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,550.28万 | 0.53% | 85,694 | 3,346 | 4.1% | $60.53万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1,510.96万 | 0.52% | 334,950 | -227,103 | -40.4% | -$1,024.46万 | 减仓 |
| TGT | TARGET CORP COM | $1,505.58万 | 0.52% | 115,273 | 4,272 | 3.8% | $55.80万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $1,494.24万 | 0.51% | 36,690 | 1,197 | 3.4% | $48.75万 | 加仓 |
| PCAR | PACCAR INC COM | $1,491.41万 | 0.51% | 124,160 | 19,896 | 19.1% | $238.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,472.83万 | 0.50% | 30,840 | 29,220 | 1,803.7% | $1,395.46万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,428.36万 | 0.49% | 182,584 | 52,183 | 40.0% | $408.23万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1,426.73万 | 0.49% | 409,863 | 1,083 | 0.3% | $3.77万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $1,426.11万 | 0.49% | 446,079 | 15,268 | 3.5% | $48.81万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,381.38万 | 0.47% | 26,896 | 5,157 | 23.7% | $264.86万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1,376.09万 | 0.47% | 27,703 | 507 | 1.9% | $25.18万 | 加仓 |
| DTE | DTE ENERGY CO COM | $1,363.80万 | 0.47% | 89,506 | 3,970 | 4.6% | $60.49万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1,353.21万 | 0.46% | 75,354 | 2,642 | 3.6% | $47.45万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1,352.11万 | 0.46% | 271,399 | 12,118 | 4.7% | $60.37万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $1,341.11万 | 0.46% | 7,901 | 1,930 | 32.3% | $327.60万 | 加仓 |
| EME | EMCOR GROUP INC COM | $1,327.40万 | 0.45% | 15,995 | 96 | 0.6% | $7.97万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,299.41万 | 0.45% | 23,068 | -3,614 | -13.5% | -$203.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,285.39万 | 0.44% | 303,587 | 14,857 | 5.1% | $62.90万 | 加仓 |
| PFE | PFIZER INC COM | $1,233.68万 | 0.42% | 512,324 | 25,805 | 5.3% | $62.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,224.32万 | 0.42% | 37,403 | 1,102 | 3.0% | $36.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,151.68万 | 0.39% | 45,347 | 2,800 | 6.6% | $71.11万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,134.84万 | 0.39% | 45,098 | 2,706 | 6.4% | $68.09万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,129.23万 | 0.39% | 31,878 | 690 | 2.2% | $24.44万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1,112.40万 | 0.38% | 15,449 | -3,668 | -19.2% | -$264.11万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $1,103.44万 | 0.38% | 77,083 | 1,642 | 2.2% | $23.51万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $1,078.13万 | 0.37% | 65,042 | 2,070 | 3.3% | $34.31万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1,062.09万 | 0.36% | 47,489 | 1,225 | 2.6% | $27.40万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1,032.72万 | 0.35% | 372,825 | 2,915 | 0.8% | $8.07万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $1,016.75万 | 0.35% | 248,473 | 43,016 | 20.9% | $176.02万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,009.48万 | 0.35% | 19,815 | 4,431 | 28.8% | $225.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1,008.42万 | 0.35% | 68,768 | 10,441 | 17.9% | $153.11万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $989.66万 | 0.34% | 133,127 | 3,707 | 2.9% | $27.56万 | 加仓 |
| D | DOMINION ENERGY INC COM | $982.10万 | 0.34% | 143,813 | 5,657 | 4.1% | $38.63万 | 加仓 |
| KLAC | KLA CORP COM NEW | $960.91万 | 0.33% | 31,849 | -16,151 | -33.6% | -$487.29万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $936.60万 | 0.32% | 22,553 | 21,843 | 3,076.5% | $907.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $936.13万 | 0.32% | 10,007 | 12 | 0.1% | $1.12万 | 加仓 |
| T | AT&T INC COM | $900.65万 | 0.31% | 435,096 | 120,360 | 38.2% | $249.15万 | 加仓 |
| VICI | VICI PPTYS INC COM | $898.04万 | 0.31% | 338,244 | 73,025 | 27.5% | $193.88万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $886.27万 | 0.30% | 70,149 | 2,720 | 4.0% | $34.36万 | 加仓 |
| BLK | BLACKROCK INC COM | $872.94万 | 0.30% | 9,078 | 360 | 4.1% | $34.62万 | 加仓 |
| HD | HOME DEPOT INC COM | $868.25万 | 0.30% | 24,619 | 1,274 | 5.5% | $44.93万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $843.85万 | 0.29% | 44,008 | 624 | 1.4% | $11.97万 | 加仓 |
| PHM | PULTE GROUP INC COM | $843.28万 | 0.29% | 61,459 | 1,782 | 3.0% | $24.45万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $830.94万 | 0.28% | 18,628 | 142 | 0.8% | $6.33万 | 加仓 |
| WMT | WALMART INC COM | $810.13万 | 0.28% | 71,528 | 2,227 | 3.2% | $25.22万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $808.19万 | 0.28% | 37,929 | 1,014 | 2.7% | $21.61万 | 加仓 |
| MCK | MCKESSON CORP COM | $779.18万 | 0.27% | 10,312 | 1,743 | 20.3% | $131.70万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $743.80万 | 0.25% | 65,143 | 3,359 | 5.4% | $38.35万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $730.94万 | 0.25% | 101,294 | 3,247 | 3.3% | $23.43万 | 加仓 |
| GEV | GE VERNOVA INC COM | $692.93万 | 0.24% | 5,898 | 5,706 | 2,971.9% | $670.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $666.61万 | 0.23% | 6,591 | 6,169 | 1,461.8% | $623.93万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $664.32万 | 0.23% | 16,705 | 486 | 3.0% | $19.33万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $658.60万 | 0.23% | 20,919 | 1,070 | 5.4% | $33.69万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $653.98万 | 0.22% | 40,484 | 40,429 | 73,507.3% | $653.09万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $651.81万 | 0.22% | 17,615 | 305 | 1.8% | $11.29万 | 加仓 |
| AME | AMETEK INC COM | $632.63万 | 0.22% | 26,148 | 384 | 1.5% | $9.29万 | 加仓 |
| AMGN | AMGEN INC COM | $628.42万 | 0.22% | 17,354 | 359 | 2.1% | $13.00万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $620.91万 | 0.21% | 27,725 | -15,296 | -35.6% | -$342.56万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $620.22万 | 0.21% | 34,948 | 547 | 1.6% | $9.71万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $606.64万 | 0.21% | 6,202 | 6,141 | 10,067.2% | $600.68万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $599.45万 | 0.21% | 259,164 | 557 | 0.2% | $1.29万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $588.66万 | 0.20% | 14,821 | -3,705 | -20.0% | -$147.15万 | 减仓 |