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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PGR | $2.50万 | 0.01% | 129 | 16 | 14.2% | $3,101 | 加仓 |
| WM | WM | $2.50万 | 0.01% | 113 | 3 | 2.7% | $664 | 加仓 |
| SBUX | SBUX | $2.50万 | 0.01% | 280 | 1 | 0.4% | $89 | 加仓 |
| EFV | EFV | $2.60万 | 0.01% | 361 | -151 | -29.5% | -$1.09万 | 减仓 |
| URA | URA | $2.60万 | 0.01% | 555 | -144 | -20.6% | -$6,746 | 减仓 |
| HBAN | HBAN | $2.60万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| CNC | CNC | $2.60万 | 0.01% | 821 | 129 | 18.6% | $4,085 | 加仓 |
| NLR | NLR | $2.60万 | 0.01% | 197 | -28 | -12.4% | -$3,695 | 减仓 |
| HPE | HPE | $2.60万 | 0.01% | 1,111 | -10 | -0.9% | -$234 | 减仓 |
| MCK | MCK | $2.60万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| EFAV | EFAV | $2.60万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| WELL | WELL | $2.60万 | 0.01% | 135 | 16 | 13.4% | $3,081 | 加仓 |
| EOG | EOG | $2.60万 | 0.01% | 185 | 8 | 4.5% | $1,124 | 加仓 |
| BIIB | BIIB | $2.70万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| EWJV | EWJV | $2.70万 | 0.01% | 642 | -3 | -0.5% | -$126 | 减仓 |
| DINO | DINO | $2.70万 | 0.01% | 437 | -79 | -15.3% | -$4,881 | 减仓 |
| SCCO | SCCO | $2.70万 | 0.01% | 159 | 1 | 0.6% | $170 | 加仓 |
| AMT | AMT | $2.80万 | 0.01% | 167 | -186 | -52.7% | -$3.12万 | 减仓 |
| AJG | AJG | $2.80万 | 0.01% | 131 | -4 | -3.0% | -$855 | 减仓 |
| KO | KO | $2.80万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| TSN | TSN | $2.80万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| PEG | PEG | $2.80万 | 0.01% | 351 | 64 | 22.3% | $5,105 | 加仓 |
| O | O | $2.90万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| CP | CP | $2.90万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| CLOA | CLOA | $2.90万 | 0.01% | 567 | 567 | — | $2.90万 | 新建仓 |
| BDX | BDX | $3.00万 | 0.01% | 193 | 4 | 2.1% | $622 | 加仓 |
| UPS | UPS | $3.00万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY | $3.00万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| ADBE | ADBE | $3.00万 | 0.01% | 127 | 49 | 62.8% | $1.16万 | 加仓 |
| HWM | HWM | $3.00万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| MSI | MSI | $3.00万 | 0.01% | 71 | 7 | 10.9% | $2,958 | 加仓 |
| AEP | AEP | $3.10万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| ATO | ATO | $3.20万 | 0.01% | 177 | 26 | 17.2% | $4,701 | 加仓 |
| BRO | BRO | $3.30万 | 0.01% | 506 | -9 | -1.7% | -$587 | 减仓 |
| CBU | CBU | $3.30万 | 0.01% | 579 | 5 | 0.9% | $285 | 加仓 |
| T | T | $3.30万 | 0.01% | 1,149 | -105 | -8.4% | -$3,016 | 减仓 |
| FDX | FDX | $3.30万 | 0.01% | 94 | -9 | -8.7% | -$3,160 | 减仓 |
| DDOG | DDOG | $3.40万 | 0.01% | 293 | 1 | 0.3% | $116 | 加仓 |
| VRTX | VRTX | $3.40万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VO | VO | $3.40万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| AMAT | AMAT | $3.40万 | 0.01% | 102 | -16 | -13.6% | -$5,333 | 减仓 |
| RSG | RSG | $3.40万 | 0.01% | 158 | 31 | 24.4% | $6,671 | 加仓 |
| TMO | TMO | $3.40万 | 0.01% | 71 | 46 | 184.0% | $2.20万 | 加仓 |
| IQLT | IQLT | $3.50万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| SRE | SRE | $3.50万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| PFE | PFE | $3.50万 | 0.01% | 1,266 | -8 | -0.6% | -$221 | 减仓 |
| HAL | HAL | $3.50万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| SYY | SYY | $3.60万 | 0.01% | 511 | 38 | 8.0% | $2,677 | 加仓 |
| CHD | CHD | $3.70万 | 0.01% | 404 | -233 | -36.6% | -$2.13万 | 减仓 |
| IVW | IVW | $3.70万 | 0.01% | 328 | -28 | -7.9% | -$3,159 | 减仓 |
| DOW | DOW | $3.70万 | 0.01% | 893 | 255 | 40.0% | $1.06万 | 加仓 |
| DIS | DIS | $3.80万 | 0.01% | 404 | -148 | -26.8% | -$1.39万 | 减仓 |
| QCOM | QCOM | $3.80万 | 0.01% | 301 | -50 | -14.2% | -$6,312 | 减仓 |
| CI | CI | $3.80万 | 0.01% | 144 | -10 | -6.5% | -$2,639 | 减仓 |
| DAL | DAL | $3.80万 | 0.01% | 575 | 1 | 0.2% | $66 | 加仓 |
| AFL | AFL | $3.80万 | 0.01% | 354 | 6 | 1.7% | $644 | 加仓 |
| MO | MO | $3.80万 | 0.01% | 587 | 49 | 9.1% | $3,172 | 加仓 |
| UNP | UNP | $3.90万 | 0.01% | 163 | -20 | -10.9% | -$4,785 | 减仓 |
| BNY | BK | $3.90万 | 0.01% | 332 | -20 | -5.7% | -$2,349 | 减仓 |
| LNG | LNG | $3.90万 | 0.01% | 140 | 6 | 4.5% | $1,671 | 加仓 |
| AMD | AMD | $4.00万 | 0.01% | 197 | -14 | -6.6% | -$2,843 | 减仓 |
| XLP | XLP | $4.00万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ECL | ECL | $4.00万 | 0.01% | 153 | 23 | 17.7% | $6,013 | 加仓 |
| VT | VT | $4.00万 | 0.01% | 295 | 295 | — | $4.00万 | 新建仓 |
| FNV | FNV | $4.00万 | 0.01% | 165 | 165 | — | $4.00万 | 新建仓 |
| GD | GD | $4.10万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| LRCX | LRCX | $4.10万 | 0.01% | 196 | -37 | -15.9% | -$7,740 | 减仓 |
| AZN | AZN | $4.10万 | 0.01% | 208 | -0 | -0.2% | -$99 | 减仓 |
| PAYX | PAYX | $4.20万 | 0.01% | 462 | 106 | 29.8% | $9,636 | 加仓 |
| FTEC | FTEC | $4.30万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| RTX | RTX | $4.30万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| BKR | BKR | $4.30万 | 0.01% | 720 | 0 | 0.0% | — | 不变 |
| TQQQ | TQQQ | $4.40万 | 0.01% | 1,064 | 2 | 0.2% | $83 | 加仓 |
| ROST | ROST | $4.40万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| FFEB | FFEB | $4.50万 | 0.01% | 812 | -540 | -39.9% | -$2.99万 | 减仓 |
| MCO | MCO | $4.50万 | 0.01% | 104 | -3 | -2.8% | -$1,298 | 减仓 |
| L | L | $4.50万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| TRGP | TRGP | $4.50万 | 0.01% | 181 | 48 | 36.1% | $1.19万 | 加仓 |
| — | NTDOY | $4.60万 | 0.01% | 3,245 | 299 | 10.1% | $4,239 | 加仓 |
| XOP | XOP | $4.60万 | 0.01% | 258 | 1 | 0.4% | $178 | 加仓 |
| COF | COF | $4.70万 | 0.01% | 262 | -31 | -10.6% | -$5,561 | 减仓 |
| MMM | MMM | $4.70万 | 0.01% | 328 | -28 | -7.9% | -$4,012 | 减仓 |
| TXN | TXN | $4.70万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| QUAL | QUAL | $4.80万 | 0.01% | 253 | -57 | -18.4% | -$1.08万 | 减仓 |
| EXC | EXC | $4.80万 | 0.01% | 981 | 0 | 0.0% | — | 不变 |
| ASML | ASML | $4.80万 | 0.01% | 37 | 0 | 0.0% | — | 不变 |
| SONY | SONY | $4.90万 | 0.01% | 2,395 | 0 | 0.0% | — | 不变 |
| TRV | TRV | $4.90万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| DE | DE | $4.90万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| MRNA | MRNA | $5.00万 | 0.01% | 1,003 | 137 | 15.8% | $6,830 | 加仓 |
| SYK | SYK | $5.20万 | 0.01% | 158 | -1 | -0.6% | -$329 | 减仓 |
| CB | CB | $5.30万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| ISRG | ISRG | $5.60万 | 0.02% | 122 | 0 | 0.0% | — | 不变 |
| TSCO | TSCO | $5.60万 | 0.02% | 1,252 | -14 | -1.1% | -$626 | 减仓 |
| UNH | UNH | $5.70万 | 0.02% | 211 | 52 | 32.7% | $1.40万 | 加仓 |
| TGT | TGT | $5.70万 | 0.02% | 470 | 50 | 11.9% | $6,064 | 加仓 |
| ELV | ELV | $5.80万 | 0.02% | 198 | -4 | -2.0% | -$1,172 | 减仓 |
| COR | COR | $5.90万 | 0.02% | 189 | 0 | 0.0% | — | 不变 |
| JPST | JPST | $6.00万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| — | IAU | $6.00万 | 0.02% | 681 | 681 | — | $6.00万 | 新建仓 |