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 |
|---|---|---|---|---|---|---|---|---|
| KSS | KSS | $7,000 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| CAG | CAG | $7,000 | 0.00% | 505 | -178 | -26.1% | -$2,467 | 减仓 |
| HPQ | HPQ | $7,000 | 0.00% | 371 | -134 | -26.5% | -$2,528 | 减仓 |
| GEHC | GEHC | $7,000 | 0.00% | 107 | -23 | -17.7% | -$1,505 | 减仓 |
| GPC | GPC | $7,000 | 0.00% | 67 | -10 | -13.0% | -$1,045 | 减仓 |
| — | BLD | $7,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EW | EW | $7,000 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ROK | ROK | $7,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NDAQ | NDAQ | $7,000 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GPN | GPN | $7,000 | 0.00% | 118 | 10 | 9.3% | $593 | 加仓 |
| KEY | KEY | $7,000 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| PLTR | PLTR | $7,000 | 0.00% | 51 | 1 | 2.0% | $137 | 加仓 |
| — | ANET | $7,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GWW | GWW | $7,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ZTS | ZTS | $7,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MCHP | MCHP | $7,000 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| VYMI | VYMI | $7,000 | 0.00% | 82 | 1 | 1.2% | $85 | 加仓 |
| WRB | WRB | $7,000 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| CHRW | CHRW | $7,000 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MOAT | MOAT | $7,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ETN | ETN | $7,000 | 0.00% | 20 | 1 | 5.3% | $350 | 加仓 |
| CSX | CSX | $7,000 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| MOS | MOS | $7,000 | 0.00% | 286 | 50 | 21.2% | $1,224 | 加仓 |
| MOH | MOH | $7,000 | 0.00% | 53 | 29 | 120.8% | $3,830 | 加仓 |
| DASH | DASH | $7,000 | 0.00% | 47 | 38 | 422.2% | $5,660 | 加仓 |
| ARE | ARE | $7,000 | 0.00% | 167 | 147 | 735.0% | $6,162 | 加仓 |
| ELE | ELE | $7,000 | 0.00% | 383 | 383 | — | $7,000 | 新建仓 |
| NXST | NXST | $7,000 | 0.00% | 41 | 41 | — | $7,000 | 新建仓 |
| — | AVB | $8,000 | 0.00% | 53 | -21 | -28.4% | -$3,170 | 减仓 |
| MAA | MAA | $8,000 | 0.00% | 71 | -10 | -12.3% | -$1,127 | 减仓 |
| M | M | $8,000 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| TPR | TPR | $8,000 | 0.00% | 62 | -22 | -26.2% | -$2,839 | 减仓 |
| DOV | DOV | $8,000 | 0.00% | 41 | -15 | -26.8% | -$2,927 | 减仓 |
| CINF | CINF | $8,000 | 0.00% | 54 | -3 | -5.3% | -$444 | 减仓 |
| BWA | BWA | $8,000 | 0.00% | 153 | -64 | -29.5% | -$3,346 | 减仓 |
| INDA | INDA | $8,000 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| UGI | UGI | $8,000 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| KDP | KDP | $8,000 | 0.00% | 326 | -7 | -2.1% | -$172 | 减仓 |
| PSA | PSA | $8,000 | 0.00% | 32 | -1 | -3.0% | -$250 | 减仓 |
| — | FCNCB | $8,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ZM | ZM | $8,000 | 0.00% | 103 | 5 | 5.1% | $388 | 加仓 |
| MRVL | MRVL | $8,000 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| FAST | FAST | $8,000 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| EQIX | EQIX | $8,000 | 0.00% | 9 | 1 | 12.5% | $889 | 加仓 |
| SSNC | SSNC | $8,000 | 0.00% | 121 | 49 | 68.1% | $3,240 | 加仓 |
| OXY | OXY | $8,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | SIRI | $8,000 | 0.00% | 357 | 61 | 20.6% | $1,367 | 加仓 |
| LKQ | LKQ | $8,000 | 0.00% | 300 | 105 | 53.8% | $2,800 | 加仓 |
| MDLZ | MDLZ | $8,000 | 0.00% | 145 | 91 | 168.5% | $5,021 | 加仓 |
| WAT | WAT | $8,000 | 0.00% | 28 | 24 | 600.0% | $6,857 | 加仓 |
| IVZ | IVZ | $9,000 | 0.00% | 399 | -70 | -14.9% | -$1,579 | 减仓 |
| VMRK | EQR | $9,000 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| FPI | FPI | $9,000 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| DRI | DRI | $9,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| STZ | STZ | $9,000 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| XAR | XAR | $9,000 | 0.00% | 38 | 18 | 90.0% | $4,263 | 加仓 |
| Q | Q | $9,000 | 0.00% | 81 | 64 | 376.5% | $7,111 | 加仓 |
| BX | BX | $1.00万 | 0.00% | 90 | -362 | -80.1% | -$4.02万 | 减仓 |
| CEG | CEG | $1.00万 | 0.00% | 39 | -10 | -20.4% | -$2,564 | 减仓 |
| DHI | DHI | $1.00万 | 0.00% | 75 | -11 | -12.8% | -$1,467 | 减仓 |
| VTV | VTV | $1.00万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MEAR | MEAR | $1.00万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IBDR | IBDR | $1.00万 | 0.00% | 453 | 3 | 0.7% | $66 | 加仓 |
| XLB | XLB | $1.00万 | 0.00% | 216 | 1 | 0.5% | $46 | 加仓 |
| CCI | CCI | $1.00万 | 0.00% | 130 | 32 | 32.7% | $2,462 | 加仓 |
| CF | CF | $1.00万 | 0.00% | 82 | -21 | -20.4% | -$2,561 | 减仓 |
| FITB | FITB | $1.00万 | 0.00% | 217 | 50 | 29.9% | $2,304 | 加仓 |
| EXR | EXR | $1.00万 | 0.00% | 79 | 52 | 192.6% | $6,582 | 加仓 |
| NKE | NKE | $1.10万 | 0.00% | 222 | -71 | -24.2% | -$3,518 | 减仓 |
| MGK | MGK | $1.10万 | 0.00% | 29 | -13 | -31.0% | -$4,931 | 减仓 |
| AON | AON | $1.10万 | 0.00% | 37 | -1 | -2.6% | -$297 | 减仓 |
| UBER | UBER | $1.10万 | 0.00% | 160 | 28 | 21.2% | $1,925 | 加仓 |
| NUE | NUE | $1.10万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | DD | $1.10万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| PWR | PWR | $1.10万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FTNT | FTNT | $1.10万 | 0.00% | 135 | 23 | 20.5% | $1,874 | 加仓 |
| SNPS | SNPS | $1.10万 | 0.00% | 28 | 11 | 64.7% | $4,321 | 加仓 |
| AKAM | AKAM | $1.10万 | 0.00% | 102 | 16 | 18.6% | $1,725 | 加仓 |
| SOXX | SOXX | $1.10万 | 0.00% | 34 | 34 | — | $1.10万 | 新建仓 |
| IT | IT | $1.20万 | 0.00% | 77 | -71 | -48.0% | -$1.11万 | 减仓 |
| BSX | BSX | $1.20万 | 0.00% | 193 | 1 | 0.5% | $62 | 加仓 |
| NVO | NVO | $1.20万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| — | AMCR | $1.20万 | 0.00% | 326 | -29 | -8.1% | -$1,053 | 减仓 |
| CPER | CPER | $1.20万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| IWD | IWD | $1.20万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NEM | NEM | $1.20万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | HON | $1.20万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TSM | TSM | $1.20万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GEN | GEN | $1.20万 | 0.00% | 681 | 325 | 91.3% | $5,727 | 加仓 |
| DVN | DVN | $1.20万 | 0.00% | 247 | -16 | -6.1% | -$777 | 减仓 |
| TER | TER | $1.20万 | 0.00% | 43 | -8 | -15.7% | -$2,233 | 减仓 |
| AME | AME | $1.30万 | 0.00% | 65 | -32 | -33.0% | -$6,400 | 减仓 |
| — | CRH | $1.30万 | 0.00% | 133 | 4 | 3.1% | $391 | 加仓 |
| FOX | FOX | $1.30万 | 0.00% | 263 | 5 | 1.9% | $247 | 加仓 |
| NTAP | NTAP | $1.30万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | 694308503 | $1.30万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| WDAY | WDAY | $1.30万 | 0.00% | 104 | 46 | 79.3% | $5,750 | 加仓 |
| NDSN | NDSN | $1.30万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| USFD | USFD | $1.30万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FIS | FIS | $1.30万 | 0.00% | 290 | 181 | 166.1% | $8,114 | 加仓 |