OGOREK ANTHONY JOSEPH /NY/ /ADV
WILLIAMSVILLE NY · SEC CIK 0000714364
$4.03亿2026Q2 申报市值
693持仓数
53.4%前十大占比 · 第一大 9.8%
16 / 51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
MUNY 加仓+$551.26万
CLOA 加仓+$227.56万
VBIL 新建仓+$183.60万
BINC 加仓+$42.98万
SCHI 加仓+$13.22万
2026Q2 卖出最多 按季末市值估算
CVLC 减仓-$421.25万
CAT 减仓-$207.56万
LLY 减仓-$186.15万
VSGX 减仓-$152.49万
DJUL 减仓-$147.23万
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 |
|---|---|---|---|---|---|---|---|---|
| GDDY | GDDY | $0 | 0.00% | 2 | -1 | -33.3% | — | 重新持有 |
| TTD | TTD | $0 | 0.00% | 9 | 9 | — | — | 新建仓 |
| VRSK | VRSK | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| VEEV | VEEV | $0 | 0.00% | 1 | -2 | -66.7% | — | 重新持有 |
| DRAM | DRAM | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| BE | BE | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| XOVR | XOVR | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| CHRW | CHRW | $1,000 | 0.00% | 6 | -41 | -87.2% | -$6,833 | 减仓 |
| TMUS | TMUS | $1,000 | 0.00% | 11 | -19 | -63.3% | -$1,727 | 减仓 |
| CE | CE | $1,000 | 0.00% | 35 | -25 | -41.7% | -$714 | 减仓 |
| LVS | LVS | $1,000 | 0.00% | 32 | -33 | -50.8% | -$1,031 | 减仓 |
| THO | THO | $1,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WLK | WLK | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HUBS | HUBS | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMN | EMN | $1,000 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AEE | AEE | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EG | EG | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OMF | OMF | $1,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SWK | SWK | $1,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UTHR | UTHR | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FNF | FNF | $1,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MPWR | MPWR | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN | $1,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PKG | PKG | $1,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WY | WY | $1,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FIX | FIX | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TDG | TDG | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XEL | XEL | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VST | VST | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UAL | UAL | $1,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BHF | BHF | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LNT | LNT | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ZION | ZION | $1,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GT | GT | $1,000 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| HII | HII | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MELI | MELI | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WTRG | WTRG | $1,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CASY | CASY | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MKC.V | $1,000 | 0.00% | 25 | 22 | 733.3% | $880 | 加仓 |
| MHK | MHK | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| YUM | YUM | $1,000 | 0.00% | 10 | 5 | 100.0% | $500 | 加仓 |
| PAG | PAG | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| FDXF | FDXF | $1,000 | 0.00% | 12 | 12 | — | $1,000 | 新建仓 |
| IR | IR | $2,000 | 0.00% | 28 | -29 | -50.9% | -$2,071 | 减仓 |
| SHEL | SHEL | $2,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KMX | KMX | $2,000 | 0.00% | 39 | -45 | -53.6% | -$2,308 | 减仓 |
| VFC | VFC | $2,000 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| CNP | CNP | $2,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DTE | DTE | $2,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WEC | WEC | $2,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PBF | PBF | $2,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PPL | PPL | $2,000 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CAR | CAR | $2,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AN | AN | $2,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EVRG | EVRG | $2,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| UNM | UNM | $2,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NRG | NRG | $2,000 | 0.00% | 17 | -1 | -5.6% | -$118 | 减仓 |
| RGA | RGA | $2,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JLL | JLL | $2,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LUMN | LUMN | $2,000 | 0.00% | 369 | 0 | 0.0% | — | 不变 |
| — | SFGYY | $2,000 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| SWKS | SWKS | $2,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SNOW | SNOW | $2,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IBKR | IBKR | $2,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AFG | AFG | $2,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FCNCA | FCNCA | $2,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOOD | HOOD | $2,000 | 0.00% | 21 | 3 | 16.7% | $286 | 加仓 |
| AXON | AXON | $2,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NWS | NWS | $2,000 | 0.00% | 84 | 41 | 95.3% | $976 | 加仓 |
| LAD | LAD | $2,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TAP | TAP | $2,000 | 0.00% | 72 | 62 | 620.0% | $1,722 | 加仓 |
| EXE | EXE | $2,000 | 0.00% | 27 | 27 | — | $2,000 | 新建仓 |
| FLUT | FLUT | $2,000 | 0.00% | 22 | 11 | 100.0% | $1,000 | 重新持有 |
| SFD | SFD | $3,000 | 0.00% | 147 | -75 | -33.8% | -$1,531 | 减仓 |
| GLDM | GLDM | $3,000 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ZBH | ZBH | $3,000 | 0.00% | 44 | -4 | -8.3% | -$273 | 减仓 |
| IQV | IQV | $3,000 | 0.00% | 16 | -11 | -40.7% | -$2,062 | 减仓 |
| ODFL | ODFL | $3,000 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| INCY | INCY | $3,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | EA | $3,000 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY | $3,000 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DLTR | DLTR | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LYV | LYV | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRBG | CRBG | $3,000 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| IBB | IBB | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CNH | CNH | $3,000 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| PVH | PVH | $3,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| KD | KD | $3,000 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| WTW | WTW | $3,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO | $3,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RHI | RHI | $3,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| AAP | AAP | $3,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CPAY | CPAY | $3,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TT | TT | $3,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CLF | CLF | $3,000 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| RCL | RCL | $3,000 | 0.00% | 10 | 1 | 11.1% | $300 | 加仓 |
| BAX | BAX | $3,000 | 0.00% | 180 | 22 | 13.9% | $367 | 加仓 |
| IRM | IRM | $3,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CHTR | CHTR | $3,000 | 0.00% | 26 | 13 | 100.0% | $1,500 | 加仓 |
| CCL | CCL | $3,000 | 0.00% | 112 | 0 | 0.0% | — | 不变 |