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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VRT | $3,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RL | RL | $3,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BA | BA | $3,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VMC | VMC | $3,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPG | SPG | $3,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RIVN | RIVN | $3,000 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| MAN | MAN | $3,000 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SCHA | SCHA | $3,000 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| HRL | HRL | $3,000 | 0.00% | 124 | 84 | 210.0% | $2,032 | 加仓 |
| VSNT | VSNT | $3,000 | 0.00% | 111 | 111 | — | $3,000 | 新建仓 |
| T | T | $4,000 | 0.00% | 213 | -936 | -81.5% | -$1.76万 | 减仓 |
| PLD | PLD | $4,000 | 0.00% | 34 | -155 | -82.0% | -$1.82万 | 减仓 |
| SCHW | SCHW | $4,000 | 0.00% | 53 | -139 | -72.4% | -$1.05万 | 减仓 |
| LKQ | LKQ | $4,000 | 0.00% | 152 | -148 | -49.3% | -$3,895 | 减仓 |
| MOS | MOS | $4,000 | 0.00% | 209 | -77 | -26.9% | -$1,474 | 减仓 |
| ALB | ALB | $4,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA | $4,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LNC | LNC | $4,000 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AER | AER | $4,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CFG | CFG | $4,000 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WMB | WMB | $4,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ACGL | ACGL | $4,000 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ORI | ORI | $4,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | FMNY | $4,000 | 0.00% | 179 | 2 | 1.1% | $45 | 加仓 |
| IFF | IFF | $4,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS | $4,000 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| D | D | $4,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XYZ | XYZ | $4,000 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KIM | KIM | $4,000 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| APP | APP | $4,000 | 0.00% | 8 | -1 | -11.1% | -$500 | 减仓 |
| — | QRVO | $4,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| INVH | INVH | $4,000 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| LDOS | LDOS | $4,000 | 0.00% | 41 | 33 | 412.5% | $3,220 | 加仓 |
| WCC | WCC | $4,000 | 0.00% | 13 | 13 | — | $4,000 | 新建仓 |
| AGG | AGG | $4,000 | 0.00% | 48 | 48 | — | $4,000 | 新建仓 |
| STZ | STZ | $5,000 | 0.00% | 36 | -27 | -42.9% | -$3,750 | 减仓 |
| KEY | KEY | $5,000 | 0.00% | 245 | -150 | -38.0% | -$3,061 | 减仓 |
| ZTS | ZTS | $5,000 | 0.00% | 74 | 13 | 21.3% | $878 | 加仓 |
| PLTR | PLTR | $5,000 | 0.00% | 44 | -7 | -13.7% | -$795 | 减仓 |
| GEHC | GEHC | $5,000 | 0.00% | 89 | -18 | -16.8% | -$1,011 | 减仓 |
| RJF | RJF | $5,000 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ADM | ADM | $5,000 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| EL | EL | $5,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| COWZ | COWZ | $5,000 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| HSIC | HSIC | $5,000 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| PH | PH | $5,000 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CTVA | CTVA | $5,000 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MKL | MKL | $5,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DDS | DDS | $5,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RF | RF | $5,000 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| UHAL/B | UHAL.B | $5,000 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PHM | PHM | $5,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IP | IP | $5,000 | 0.00% | 135 | 7 | 5.5% | $259 | 加仓 |
| PFG | PFG | $5,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MNST | MNST | $5,000 | 0.00% | 54 | 19 | 54.3% | $1,759 | 加仓 |
| CMCSA | CMCSA | $6,000 | 0.00% | 247 | -602 | -70.9% | -$1.46万 | 减仓 |
| BSX | BSX | $6,000 | 0.00% | 145 | -48 | -24.9% | -$1,986 | 减仓 |
| MAA | MAA | $6,000 | 0.00% | 46 | -25 | -35.2% | -$3,261 | 减仓 |
| OXY | OXY | $6,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GPC | GPC | $6,000 | 0.00% | 52 | -15 | -22.4% | -$1,731 | 减仓 |
| ELE | ELE | $6,000 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| NDAQ | NDAQ | $6,000 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GPN | GPN | $6,000 | 0.00% | 87 | -31 | -26.3% | -$2,138 | 减仓 |
| EXPE | EXPE | $6,000 | 0.00% | 27 | -1 | -3.6% | -$222 | 减仓 |
| AMP | AMP | $6,000 | 0.00% | 14 | -1 | -6.7% | -$429 | 减仓 |
| MLM | MLM | $6,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE | $6,000 | 0.00% | 48 | -2 | -4.0% | -$250 | 减仓 |
| LEA | LEA | $6,000 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SO | SO | $6,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XMLV | XMLV | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DUK | DUK | $6,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BF/B | BF.B | $6,000 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SE | SE | $6,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SCHX | SCHX | $6,000 | 0.00% | 227 | 1 | 0.4% | $26 | 加仓 |
| BBY | BBY | $6,000 | 0.00% | 82 | -6 | -6.8% | -$439 | 减仓 |
| APO | APO | $6,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TWLO | TWLO | $6,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FRDM | FRDM | $6,000 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| DVA | DVA | $6,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LEN | LEN | $6,000 | 0.00% | 70 | 22 | 45.8% | $1,886 | 加仓 |
| SNX | SNX | $6,000 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PPC | PPC | $6,000 | 0.00% | 217 | 178 | 456.4% | $4,922 | 加仓 |
| FIS | FIS | $7,000 | 0.00% | 203 | -87 | -30.0% | -$3,000 | 减仓 |
| WRB | WRB | $7,000 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NXST | NXST | $7,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MOAT | MOAT | $7,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SOLV | SOLV | $7,000 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BALL | BALL | $7,000 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SNA | SNA | $7,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EXPD | EXPD | $7,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| KEYS | KEYS | $7,000 | 0.00% | 21 | 3 | 16.7% | $1,000 | 加仓 |
| KNX | KNX | $7,000 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| QQQM | QQQM | $7,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STE | STE | $7,000 | 0.00% | 34 | 18 | 112.5% | $3,706 | 加仓 |
| UHS | UHS | $7,000 | 0.00% | 50 | 50 | — | $7,000 | 新建仓 |
| CF | CF | $8,000 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CCI | CCI | $8,000 | 0.00% | 106 | -24 | -18.5% | -$1,811 | 减仓 |
| FPI | FPI | $8,000 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| UGI | UGI | $8,000 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| ARE | ARE | $8,000 | 0.00% | 152 | -15 | -9.0% | -$789 | 减仓 |