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 |
|---|---|---|---|---|---|---|---|---|
| AME | AME | $1.50万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| USFD | USFD | $1.50万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| NDSN | NDSN | $1.50万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PWR | PWR | $1.50万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| RS | RS | $1.60万 | 0.00% | 45 | -35 | -43.8% | -$1.24万 | 减仓 |
| OMC | OMC | $1.60万 | 0.00% | 227 | -37 | -14.0% | -$2,608 | 减仓 |
| HSY | HSY | $1.60万 | 0.00% | 91 | -1 | -1.1% | -$176 | 减仓 |
| — | 06053U601 | $1.60万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| HIG | HIG | $1.60万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| NVO | NVO | $1.60万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| ABNB | ABNB | $1.60万 | 0.00% | 112 | 68 | 154.5% | $9,714 | 加仓 |
| CMI | CMI | $1.70万 | 0.00% | 24 | -9 | -27.3% | -$6,375 | 减仓 |
| TTC | TTC | $1.70万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| — | DJUN | $1.70万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| DGX | DGX | $1.70万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SYF | SYF | $1.70万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| MLI | MLI | $1.70万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| OEF | OEF | $1.70万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TSM | TSM | $1.70万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DOX | DOX | $1.70万 | 0.00% | 356 | 279 | 362.3% | $1.33万 | 加仓 |
| AMT | AMT | $1.80万 | 0.00% | 113 | -54 | -32.3% | -$8,602 | 减仓 |
| EQT | EQT | $1.80万 | 0.00% | 350 | 1 | 0.3% | $51 | 加仓 |
| LOPE | LOPE | $1.80万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ADSK | ADSK | $1.80万 | 0.00% | 94 | 2 | 2.2% | $383 | 加仓 |
| CIGI | CIGI | $1.80万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DG | DG | $1.80万 | 0.00% | 163 | 2 | 1.2% | $221 | 加仓 |
| SPOT | SPOT | $1.80万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MKC | MKC | $1.80万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| NXT | NXT | $1.80万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| CMG | CMG | $1.80万 | 0.00% | 534 | -33 | -5.8% | -$1,112 | 减仓 |
| WKC | WKC | $1.80万 | 0.00% | 561 | -237 | -29.7% | -$7,604 | 减仓 |
| NNI | NNI | $1.80万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| FCX | FCX | $1.80万 | 0.00% | 298 | 1 | 0.3% | $60 | 加仓 |
| PM | PM | $1.80万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| NKE | NKE | $1.80万 | 0.00% | 461 | 239 | 107.7% | $9,332 | 加仓 |
| BG | BG | $1.80万 | 0.00% | 171 | 133 | 350.0% | $1.40万 | 加仓 |
| SCCO | SCCO | $1.90万 | 0.00% | 111 | -48 | -30.2% | -$8,216 | 减仓 |
| INTU | INTU | $1.90万 | 0.00% | 76 | 21 | 38.2% | $5,250 | 加仓 |
| JKHY | JKHY | $1.90万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CTAS | CTAS | $1.90万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| TFC | TFC | $1.90万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| DFEB | DFEB | $1.90万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| IWF | IWF | $1.90万 | 0.00% | 157 | 1 | 0.6% | $121 | 加仓 |
| BKNG | BKNG | $1.90万 | 0.00% | 107 | 7 | 7.0% | $1,243 | 加仓 |
| KMB | KMB | $1.90万 | 0.00% | 180 | 31 | 20.8% | $3,272 | 加仓 |
| GE | GE | $1.90万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| F | F | $2.00万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| NTAP | NTAP | $2.00万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| FTNT | FTNT | $2.00万 | 0.00% | 132 | -3 | -2.2% | -$455 | 减仓 |
| DOW | DOW | $2.10万 | 0.01% | 803 | -90 | -10.1% | -$2,354 | 减仓 |
| EOG | EOG | $2.10万 | 0.01% | 164 | -21 | -11.4% | -$2,689 | 减仓 |
| BR | BR | $2.10万 | 0.01% | 154 | -3 | -1.9% | -$409 | 减仓 |
| KMI | KMI | $2.10万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| STLD | STLD | $2.10万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| GEN | GEN | $2.10万 | 0.01% | 877 | 196 | 28.8% | $4,693 | 加仓 |
| SOXX | SOXX | $2.10万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| NLR | NLR | $2.20万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| CDNS | CDNS | $2.20万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| LH | LH | $2.20万 | 0.01% | 82 | 22 | 36.7% | $5,902 | 加仓 |
| MCK | MCK | $2.30万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| TEL | TEL | $2.30万 | 0.01% | 119 | -1 | -0.8% | -$193 | 减仓 |
| AIG | AIG | $2.30万 | 0.01% | 310 | -13 | -4.0% | -$965 | 减仓 |
| NLY | NLY | $2.30万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| ES | ES | $2.30万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| IJR | IJR | $2.30万 | 0.01% | 161 | 1 | 0.6% | $143 | 加仓 |
| USB | USB | $2.30万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| CNI | CNI | $2.30万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTRS | VTRS | $2.30万 | 0.01% | 1,486 | 0 | 0.0% | — | 不变 |
| DHI | DHI | $2.30万 | 0.01% | 142 | 67 | 89.3% | $1.09万 | 加仓 |
| ADBE | ADBE | $2.40万 | 0.01% | 121 | -6 | -4.7% | -$1,190 | 减仓 |
| XYL | XYL | $2.40万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| EIX | EIX | $2.40万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| PRU | PRU | $2.40万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| CAH | CAH | $2.40万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PPG | PPG | $2.40万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| SPGI | SPGI | $2.40万 | 0.01% | 59 | 23 | 63.9% | $9,356 | 加仓 |
| PODD | PODD | $2.40万 | 0.01% | 163 | 96 | 143.3% | $1.41万 | 加仓 |
| HCA | HCA | $2.40万 | 0.01% | 62 | 51 | 463.6% | $1.97万 | 加仓 |
| TSN | TSN | $2.50万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| EFAV | EFAV | $2.50万 | 0.01% | 291 | 5 | 1.7% | $430 | 加仓 |
| WM | WM | $2.50万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| SPLV | SPLV | $2.50万 | 0.01% | 334 | 2 | 0.6% | $150 | 加仓 |
| BLK | BLK | $2.50万 | 0.01% | 26 | 1 | 4.0% | $962 | 加仓 |
| PNC | PNC | $2.50万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| RWJ | RWJ | $2.50万 | 0.01% | 425 | 1 | 0.2% | $59 | 加仓 |
| BND | BND | $2.60万 | 0.01% | 357 | -528 | -59.7% | -$3.85万 | 减仓 |
| RSG | RSG | $2.60万 | 0.01% | 124 | -34 | -21.5% | -$7,129 | 减仓 |
| AWK | AWK | $2.60万 | 0.01% | 205 | 32 | 18.5% | $4,059 | 加仓 |
| PI | PI | $2.60万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| NEM | NEM | $2.60万 | 0.01% | 287 | 170 | 145.3% | $1.54万 | 加仓 |
| MRVL | MRVL | $2.60万 | 0.01% | 89 | 3 | 3.5% | $876 | 加仓 |
| PFE | PFE | $2.70万 | 0.01% | 1,154 | -112 | -8.8% | -$2,620 | 减仓 |
| EWJV | EWJV | $2.70万 | 0.01% | 626 | -16 | -2.5% | -$690 | 减仓 |
| STT | STT | $2.70万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| BDX | BDX | $2.80万 | 0.01% | 188 | -5 | -2.6% | -$745 | 减仓 |
| PEG | PEG | $2.80万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| EFV | EFV | $2.80万 | 0.01% | 371 | 10 | 2.8% | $755 | 加仓 |
| SBUX | SBUX | $2.80万 | 0.01% | 281 | 1 | 0.4% | $100 | 加仓 |
| ALL | ALL | $2.80万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| TROW | TROW | $2.80万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |