OGOREK ANTHONY JOSEPH /NY/ /ADV
WILLIAMSVILLE NY · SEC CIK 0000714364
$3.65亿2026Q1 申报市值
692持仓数
55.6%前十大占比 · 第一大 10.6%
35 / 53新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
YDEC 加仓+$2,106.59万
MINT 新建仓+$740.60万
SCHI 加仓+$677.28万
VEXC 新建仓+$644.30万
BINC 加仓+$416.36万
2026Q1 卖出最多 按季末市值估算
YSEP 减仓-$1,334.68万
YMAR 减仓-$850.86万
DELL 减仓-$263.05万
LLY 减仓-$218.26万
DAPR 清仓-$176.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VFC | VFC | $3,000 | 0.00% | 178 | -51 | -22.3% | -$860 | 减仓 |
| XYZ | XYZ | $3,000 | 0.00% | 64 | 2 | 3.2% | $94 | 加仓 |
| INVH | INVH | $3,000 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| SNDK | SNDK | $3,000 | 0.00% | 6 | -12 | -66.7% | -$6,000 | 减仓 |
| KVUE | KVUE | $3,000 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| CNH | CNH | $3,000 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| STE | STE | $3,000 | 0.00% | 16 | 2 | 14.3% | $375 | 加仓 |
| — | EA | $3,000 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KIM | KIM | $3,000 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| INCY | INCY | $3,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PNR | PNR | $3,000 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO | $3,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IBB | IBB | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DLTR | DLTR | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LVS | LVS | $3,000 | 0.00% | 65 | 9 | 16.1% | $415 | 加仓 |
| ALLY | ALLY | $3,000 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SNX | SNX | $3,000 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ODFL | ODFL | $3,000 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SHEL | SHEL | $3,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| PVH | PVH | $3,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ARW | ARW | $3,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LYV | LYV | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KMX | KMX | $3,000 | 0.00% | 84 | 54 | 180.0% | $1,929 | 加仓 |
| CE | CE | $3,000 | 0.00% | 60 | 25 | 71.4% | $1,250 | 加仓 |
| SW | SW | $3,000 | 0.00% | 84 | 18 | 27.3% | $643 | 重新持有 |
| CFG | CFG | $4,000 | 0.00% | 68 | -95 | -58.3% | -$5,588 | 减仓 |
| LEN | LEN | $4,000 | 0.00% | 48 | -42 | -46.7% | -$3,500 | 减仓 |
| RF | RF | $4,000 | 0.00% | 183 | -107 | -36.9% | -$2,339 | 减仓 |
| PHM | PHM | $4,000 | 0.00% | 40 | -25 | -38.5% | -$2,500 | 减仓 |
| IP | IP | $4,000 | 0.00% | 128 | -27 | -17.4% | -$844 | 减仓 |
| IQV | IQV | $4,000 | 0.00% | 27 | -1 | -3.6% | -$148 | 减仓 |
| LNC | LNC | $4,000 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS | $4,000 | 0.00% | 62 | -3 | -4.6% | -$194 | 减仓 |
| — | HOLX | $4,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | FMNY | $4,000 | 0.00% | 177 | 1 | 0.6% | $23 | 加仓 |
| ZBH | ZBH | $4,000 | 0.00% | 48 | -4 | -7.7% | -$333 | 减仓 |
| ORI | ORI | $4,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| TWLO | TWLO | $4,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GLDM | GLDM | $4,000 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UHAL/B | UHAL.B | $4,000 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IFF | IFF | $4,000 | 0.00% | 56 | -13 | -18.8% | -$929 | 减仓 |
| D | D | $4,000 | 0.00% | 65 | -5 | -7.1% | -$308 | 减仓 |
| PFG | PFG | $4,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IR | IR | $4,000 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DVA | DVA | $4,000 | 0.00% | 28 | -2 | -6.7% | -$286 | 减仓 |
| BG | BG | $4,000 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| WMB | WMB | $4,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ACGL | ACGL | $4,000 | 0.00% | 47 | 35 | 291.7% | $2,979 | 加仓 |
| AER | AER | $4,000 | 0.00% | 30 | 30 | — | $4,000 | 新建仓 |
| FRDM | FRDM | $4,000 | 0.00% | 85 | 85 | — | $4,000 | 新建仓 |
| SCHX | SCHX | $5,000 | 0.00% | 226 | -5,982 | -96.4% | -$13.23万 | 减仓 |
| SE | SE | $5,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BBY | BBY | $5,000 | 0.00% | 88 | -20 | -18.5% | -$1,136 | 减仓 |
| APO | APO | $5,000 | 0.00% | 53 | -2 | -3.6% | -$189 | 减仓 |
| EL | EL | $5,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| RJF | RJF | $5,000 | 0.00% | 37 | -1 | -2.6% | -$135 | 减仓 |
| ULTA | ULTA | $5,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QQQM | QQQM | $5,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MKL | MKL | $5,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PH | PH | $5,000 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KNX | KNX | $5,000 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ACI | ACI | $5,000 | 0.00% | 334 | 9 | 2.8% | $135 | 加仓 |
| DOX | DOX | $5,000 | 0.00% | 77 | 9 | 13.2% | $584 | 加仓 |
| ABNB | ABNB | $5,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HSIC | HSIC | $5,000 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| COWZ | COWZ | $5,000 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| HCA | HCA | $5,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ON | ON | $5,000 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CTVA | CTVA | $5,000 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ADM | ADM | $5,000 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ALB | ALB | $5,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KEYS | KEYS | $5,000 | 0.00% | 18 | 9 | 100.0% | $2,500 | 加仓 |
| FLEX | FLEX | $5,000 | 0.00% | 77 | 77 | — | $5,000 | 新建仓 |
| DDS | DDS | $5,000 | 0.00% | 10 | 10 | — | $5,000 | 新建仓 |
| EXPE | EXPE | $6,000 | 0.00% | 28 | -1 | -3.4% | -$214 | 减仓 |
| CBRE | CBRE | $6,000 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOLV | SOLV | $6,000 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| MLM | MLM | $6,000 | 0.00% | 11 | -1 | -8.3% | -$545 | 减仓 |
| CPB | CPB | $6,000 | 0.00% | 273 | 11 | 4.2% | $242 | 加仓 |
| AMP | AMP | $6,000 | 0.00% | 15 | 1 | 7.1% | $400 | 加仓 |
| XMLV | XMLV | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JBHT | JBHT | $6,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CARR | CARR | $6,000 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ILMN | ILMN | $6,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NTRS | NTRS | $6,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EXPD | EXPD | $6,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BEN | BEN | $6,000 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| RDVY | RDVY | $6,000 | 0.00% | 99 | 1 | 1.0% | $61 | 加仓 |
| BF/B | BF.B | $6,000 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SNA | SNA | $6,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SJM | SJM | $6,000 | 0.00% | 72 | 8 | 12.5% | $667 | 加仓 |
| DUK | DUK | $6,000 | 0.00% | 52 | 7 | 15.6% | $808 | 加仓 |
| JBL | JBL | $6,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KR | KR | $6,000 | 0.00% | 92 | 10 | 12.2% | $652 | 加仓 |
| BALL | BALL | $6,000 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| LEA | LEA | $6,000 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SO | SO | $6,000 | 0.00% | 65 | 9 | 16.1% | $831 | 加仓 |
| TMUS | TMUS | $6,000 | 0.00% | 30 | 13 | 76.5% | $2,600 | 加仓 |
| DOC | DOC | $6,000 | 0.00% | 420 | 420 | — | $6,000 | 新建仓 |
| SFD | SFD | $6,000 | 0.00% | 222 | 222 | — | $6,000 | 新建仓 |