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 |
|---|---|---|---|---|---|---|---|---|
| ETN | ETN | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EW | EW | $8,000 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VYMI | VYMI | $8,000 | 0.00% | 83 | 1 | 1.2% | $96 | 加仓 |
| CSX | CSX | $8,000 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| NTRS | NTRS | $8,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RDVY | RDVY | $8,000 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| DOC | DOC | $8,000 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| JBHT | JBHT | $8,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CARR | CARR | $8,000 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CPB | CPB | $8,000 | 0.00% | 401 | 128 | 46.9% | $2,554 | 加仓 |
| FISV | FISV | $9,000 | 0.00% | 187 | -109 | -36.8% | -$5,246 | 减仓 |
| DVN | DVN | $9,000 | 0.00% | 235 | -12 | -4.9% | -$460 | 减仓 |
| IT | IT | $9,000 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| UBER | UBER | $9,000 | 0.00% | 125 | -35 | -21.9% | -$2,520 | 减仓 |
| CEG | CEG | $9,000 | 0.00% | 37 | -2 | -5.1% | -$486 | 减仓 |
| XAR | XAR | $9,000 | 0.00% | 35 | -3 | -7.9% | -$771 | 减仓 |
| DRI | DRI | $9,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| INDA | INDA | $9,000 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| TPR | TPR | $9,000 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FCNCB | $9,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FAST | FAST | $9,000 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CINF | CINF | $9,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ZM | ZM | $9,000 | 0.00% | 113 | 10 | 9.7% | $796 | 加仓 |
| DOV | DOV | $9,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| GWW | GWW | $9,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DASH | DASH | $9,000 | 0.00% | 49 | 2 | 4.3% | $367 | 加仓 |
| KSS | KSS | $9,000 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| JBL | JBL | $9,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ILMN | ILMN | $9,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| KR | KR | $9,000 | 0.00% | 163 | 71 | 77.2% | $3,920 | 加仓 |
| BEN | BEN | $9,000 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| SJM | SJM | $9,000 | 0.00% | 82 | 10 | 13.9% | $1,098 | 加仓 |
| ACI | ACI | $9,000 | 0.00% | 727 | 393 | 117.7% | $4,865 | 加仓 |
| FLEX | FLEX | $9,000 | 0.00% | 56 | -21 | -27.3% | -$3,375 | 减仓 |
| KVUE | KVUE | $9,000 | 0.00% | 476 | 246 | 107.0% | $4,651 | 加仓 |
| ICE | ICE | $1.00万 | 0.00% | 88 | -4 | -4.3% | -$455 | 减仓 |
| AKAM | AKAM | $1.00万 | 0.00% | 89 | -13 | -12.7% | -$1,461 | 减仓 |
| BX | BX | $1.00万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MEAR | MEAR | $1.00万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IVZ | IVZ | $1.00万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| VMRK | EQR | $1.00万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| WAT | WAT | $1.00万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BWA | BWA | $1.00万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | AVB | $1.00万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| KDP | KDP | $1.00万 | 0.00% | 320 | -6 | -1.8% | -$188 | 减仓 |
| — | SIRI | $1.00万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| PSA | PSA | $1.00万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | ANET | $1.00万 | 0.00% | 63 | 2 | 3.3% | $317 | 加仓 |
| ROK | ROK | $1.00万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MCHP | MCHP | $1.00万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ARW | ARW | $1.00万 | 0.00% | 49 | 28 | 133.3% | $5,714 | 加仓 |
| — | DD | $1.00万 | 0.00% | 81 | -163 | -66.8% | -$2.01万 | 重新持有 |
| CTSH | CTSH | $1.10万 | 0.00% | 306 | -57 | -15.7% | -$2,049 | 减仓 |
| CME | CME | $1.10万 | 0.00% | 52 | -5 | -8.8% | -$1,058 | 减仓 |
| COP | COP | $1.10万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| WDAY | WDAY | $1.10万 | 0.00% | 93 | -11 | -10.6% | -$1,301 | 减仓 |
| AON | AON | $1.10万 | 0.00% | 36 | -1 | -2.7% | -$306 | 减仓 |
| EXR | EXR | $1.10万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IBDR | IBDR | $1.10万 | 0.00% | 457 | 4 | 0.9% | $96 | 加仓 |
| XLB | XLB | $1.10万 | 0.00% | 217 | 1 | 0.5% | $51 | 加仓 |
| SSNC | SSNC | $1.10万 | 0.00% | 180 | 59 | 48.8% | $3,606 | 加仓 |
| M | M | $1.10万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| MOH | MOH | $1.10万 | 0.00% | 51 | -2 | -3.8% | -$431 | 减仓 |
| CI | CI | $1.20万 | 0.00% | 45 | -99 | -68.8% | -$2.64万 | 减仓 |
| NOC | NOC | $1.20万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MRSH | MRSH | $1.20万 | 0.00% | 74 | -15 | -16.9% | -$2,432 | 减仓 |
| FOX | FOX | $1.20万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| — | 694308503 | $1.20万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | AMCR | $1.20万 | 0.00% | 280 | -46 | -14.1% | -$1,971 | 减仓 |
| SNPS | SNPS | $1.20万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FITB | FITB | $1.20万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| VTV | VTV | $1.20万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MDLZ | MDLZ | $1.20万 | 0.00% | 214 | 69 | 47.6% | $3,869 | 加仓 |
| ON | ON | $1.20万 | 0.00% | 130 | 48 | 58.5% | $4,431 | 加仓 |
| GFEB | GFEB | $1.20万 | 0.00% | 273 | 273 | — | $1.20万 | 新建仓 |
| NOW | NOW | $1.30万 | 0.00% | 132 | -17 | -11.4% | -$1,674 | 减仓 |
| — | WBD | $1.30万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| TER | TER | $1.30万 | 0.00% | 28 | -15 | -34.9% | -$6,964 | 减仓 |
| CPER | CPER | $1.30万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MGK | MGK | $1.30万 | 0.00% | 149 | 4 | 2.8% | $349 | 加仓 |
| Q | Q | $1.30万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| EQIX | EQIX | $1.30万 | 0.00% | 13 | 4 | 44.4% | $4,000 | 加仓 |
| HPQ | HPQ | $1.30万 | 0.00% | 602 | 231 | 62.3% | $4,988 | 加仓 |
| SNDK | SNDK | $1.30万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LYB | LYB | $1.40万 | 0.00% | 268 | -16 | -5.6% | -$836 | 减仓 |
| LMT | LMT | $1.40万 | 0.00% | 29 | -6 | -17.1% | -$2,897 | 减仓 |
| ORLY | ORLY | $1.40万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| DLR | DLR | $1.40万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PCAR | PCAR | $1.40万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| — | CRH | $1.40万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| IWD | IWD | $1.40万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NUE | NUE | $1.40万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CAG | CAG | $1.40万 | 0.00% | 1,105 | 600 | 118.8% | $7,602 | 加仓 |
| LEN/B | LEN.B | $1.40万 | 0.00% | 162 | 160 | 8,000.0% | $1.38万 | 加仓 |
| URA | URA | $1.50万 | 0.00% | 355 | -200 | -36.0% | -$8,451 | 减仓 |
| XLE | XLE | $1.50万 | 0.00% | 286 | 2 | 0.7% | $105 | 加仓 |
| JCI | JCI | $1.50万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VTR | VTR | $1.50万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FDS | FDS | $1.50万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WAB | WAB | $1.50万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |