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 |
|---|---|---|---|---|---|---|---|---|
| NVR | NVR | $1.30万 | 0.00% | 2 | 2 | — | $1.30万 | 新建仓 |
| PODD | PODD | $1.40万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| FDS | FDS | $1.40万 | 0.00% | 66 | 1 | 1.5% | $212 | 加仓 |
| JCI | JCI | $1.40万 | 0.00% | 107 | -33 | -23.6% | -$4,318 | 减仓 |
| GE | GE | $1.40万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | WBD | $1.40万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| ICE | ICE | $1.40万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| PCAR | PCAR | $1.40万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| ORLY | ORLY | $1.40万 | 0.00% | 156 | 6 | 4.0% | $538 | 加仓 |
| WAB | WAB | $1.40万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VTR | VTR | $1.40万 | 0.00% | 177 | 38 | 27.3% | $3,006 | 加仓 |
| COP | COP | $1.40万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| KMB | KMB | $1.40万 | 0.00% | 149 | 73 | 96.1% | $6,859 | 加仓 |
| DLR | DLR | $1.40万 | 0.00% | 79 | 33 | 71.7% | $5,848 | 加仓 |
| SITE | SITE | $1.50万 | 0.00% | 117 | -283 | -70.8% | -$3.63万 | 减仓 |
| GIS | GIS | $1.50万 | 0.00% | 412 | -87 | -17.4% | -$3,167 | 减仓 |
| SPGI | SPGI | $1.50万 | 0.00% | 36 | -9 | -20.0% | -$3,750 | 减仓 |
| SYF | SYF | $1.50万 | 0.00% | 228 | -3 | -1.3% | -$197 | 减仓 |
| STX | STX | $1.50万 | 0.00% | 40 | -24 | -37.5% | -$9,000 | 减仓 |
| MLI | MLI | $1.50万 | 0.00% | 141 | -9 | -6.0% | -$957 | 减仓 |
| OEF | OEF | $1.50万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MRSH | MRSH | $1.50万 | 0.00% | 89 | 10 | 12.7% | $1,685 | 加仓 |
| NOW | NOW | $1.50万 | 0.00% | 149 | 69 | 86.2% | $6,946 | 加仓 |
| BKNG | BKNG | $1.60万 | 0.00% | 4 | -1 | -20.0% | -$4,000 | 减仓 |
| F | F | $1.60万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| IWF | IWF | $1.60万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HUM | HUM | $1.60万 | 0.00% | 94 | 25 | 36.2% | $4,255 | 加仓 |
| HIG | HIG | $1.60万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | 06053U601 | $1.60万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| LH | LH | $1.60万 | 0.00% | 60 | -5 | -7.7% | -$1,333 | 减仓 |
| STLD | STLD | $1.60万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CME | CME | $1.60万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DGX | DGX | $1.60万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CDNS | CDNS | $1.60万 | 0.00% | 61 | 19 | 45.2% | $4,984 | 加仓 |
| NOC | NOC | $1.60万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FISV | FISV | $1.60万 | 0.00% | 296 | 186 | 169.1% | $1.01万 | 加仓 |
| — | DJUN | $1.70万 | 0.00% | 363 | -6,450 | -94.7% | -$30.21万 | 减仓 |
| NNI | NNI | $1.70万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CMI | CMI | $1.70万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FCX | FCX | $1.70万 | 0.00% | 297 | 1 | 0.3% | $57 | 加仓 |
| TTC | TTC | $1.70万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| XLE | XLE | $1.70万 | 0.00% | 284 | 2 | 0.7% | $120 | 加仓 |
| PM | PM | $1.70万 | 0.00% | 105 | 59 | 128.3% | $9,552 | 加仓 |
| DFEB | DFEB | $1.80万 | 0.00% | 389 | -10,332 | -96.4% | -$47.81万 | 减仓 |
| MKC | MKC | $1.80万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| TFC | TFC | $1.80万 | 0.00% | 396 | -85 | -17.7% | -$3,864 | 减仓 |
| SCHW | SCHW | $1.80万 | 0.00% | 192 | 1 | 0.5% | $94 | 加仓 |
| CMG | CMG | $1.80万 | 0.00% | 567 | 28 | 5.2% | $889 | 加仓 |
| NXT | NXT | $1.80万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| WKC | WKC | $1.80万 | 0.00% | 798 | 385 | 93.2% | $8,684 | 加仓 |
| SPOT | SPOT | $1.90万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| PI | PI | $1.90万 | 0.01% | 187 | 51 | 37.5% | $5,182 | 加仓 |
| DG | DG | $1.90万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| HSY | HSY | $1.90万 | 0.01% | 92 | -15 | -14.0% | -$3,098 | 减仓 |
| MAR | MAR | $1.90万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| CTAS | CTAS | $1.90万 | 0.01% | 117 | 22 | 23.2% | $3,573 | 加仓 |
| OMC | OMC | $1.90万 | 0.01% | 264 | 57 | 27.5% | $4,102 | 加仓 |
| USB | USB | $2.00万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| STT | STT | $2.00万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| IJR | IJR | $2.00万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| CNI | CNI | $2.00万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTRS | VTRS | $2.00万 | 0.01% | 1,486 | 0 | 0.0% | — | 不变 |
| CRWD | CRWD | $2.10万 | 0.01% | 55 | -1 | -1.8% | -$382 | 减仓 |
| PNC | PNC | $2.10万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| RWJ | RWJ | $2.10万 | 0.01% | 424 | 2 | 0.5% | $99 | 加仓 |
| PPG | PPG | $2.10万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| CAH | CAH | $2.10万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| LMT | LMT | $2.10万 | 0.01% | 35 | 6 | 20.7% | $3,600 | 加仓 |
| CIGI | CIGI | $2.10万 | 0.01% | 200 | 200 | — | $2.10万 | 新建仓 |
| TROW | TROW | $2.20万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| JKHY | JKHY | $2.20万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| PRU | PRU | $2.20万 | 0.01% | 229 | 11 | 5.0% | $1,057 | 加仓 |
| EQT | EQT | $2.20万 | 0.01% | 349 | -82 | -19.0% | -$5,169 | 减仓 |
| ROP | ROP | $2.20万 | 0.01% | 63 | 10 | 18.9% | $3,492 | 加仓 |
| NLY | NLY | $2.20万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| ES | ES | $2.20万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| ADSK | ADSK | $2.20万 | 0.01% | 92 | 20 | 27.8% | $4,783 | 加仓 |
| LOPE | LOPE | $2.20万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| KLAC | KLAC | $2.20万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| KMI | KMI | $2.20万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| CTSH | CTSH | $2.20万 | 0.01% | 363 | 162 | 80.6% | $9,818 | 加仓 |
| LYB | LYB | $2.20万 | 0.01% | 284 | 6 | 2.2% | $465 | 加仓 |
| KHC | KHC | $2.30万 | 0.01% | 1,038 | -338 | -24.6% | -$7,489 | 减仓 |
| INTU | INTU | $2.30万 | 0.01% | 55 | 8 | 17.0% | $3,345 | 加仓 |
| APD | APD | $2.30万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AWK | AWK | $2.30万 | 0.01% | 173 | 79 | 84.0% | $1.05万 | 加仓 |
| BLK | BLK | $2.40万 | 0.01% | 25 | -3 | -10.7% | -$2,880 | 减仓 |
| AIG | AIG | $2.40万 | 0.01% | 323 | -18 | -5.3% | -$1,337 | 减仓 |
| WDC | WDC | $2.40万 | 0.01% | 90 | -77 | -46.1% | -$2.05万 | 减仓 |
| XYL | XYL | $2.40万 | 0.01% | 207 | -1 | -0.5% | -$116 | 减仓 |
| MET | MET | $2.40万 | 0.01% | 347 | -4 | -1.1% | -$277 | 减仓 |
| ALL | ALL | $2.40万 | 0.01% | 119 | -2 | -1.7% | -$403 | 减仓 |
| PLD | PLD | $2.40万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| SPLV | SPLV | $2.40万 | 0.01% | 332 | 2 | 0.6% | $145 | 加仓 |
| RS | RS | $2.40万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| GEV | GEV | $2.40万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| CMCSA | CMCSA | $2.40万 | 0.01% | 849 | 292 | 52.4% | $8,254 | 加仓 |
| EIX | EIX | $2.40万 | 0.01% | 329 | 63 | 23.7% | $4,596 | 加仓 |
| BR | BR | $2.50万 | 0.01% | 157 | 1 | 0.6% | $159 | 加仓 |
| TEL | TEL | $2.50万 | 0.01% | 120 | -1 | -0.8% | -$208 | 减仓 |