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 |
|---|---|---|---|---|---|---|---|---|
| STX | STX | $2.80万 | 0.01% | 30 | -10 | -25.0% | -$9,333 | 减仓 |
| FDX | FDX | $2.90万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| MSI | MSI | $2.90万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| MET | MET | $2.90万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| TSCO | TSCO | $3.00万 | 0.01% | 963 | -289 | -23.1% | -$9,003 | 减仓 |
| ATO | ATO | $3.00万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| AJG | AJG | $3.00万 | 0.01% | 132 | 1 | 0.8% | $227 | 加仓 |
| KO | KO | $3.00万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| DINO | DINO | $3.00万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| WELL | WELL | $3.00万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| HBAN | HBAN | $3.00万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| MAR | MAR | $3.00万 | 0.01% | 81 | 20 | 32.8% | $7,407 | 加仓 |
| HAL | HAL | $3.10万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| PGR | PGR | $3.10万 | 0.01% | 142 | 13 | 10.1% | $2,838 | 加仓 |
| APD | APD | $3.10万 | 0.01% | 108 | 26 | 31.7% | $7,463 | 加仓 |
| BRO | BRO | $3.20万 | 0.01% | 511 | 5 | 1.0% | $313 | 加仓 |
| AEP | AEP | $3.20万 | 0.01% | 241 | 1 | 0.4% | $133 | 加仓 |
| HWM | HWM | $3.20万 | 0.01% | 120 | -12 | -9.1% | -$3,200 | 减仓 |
| CP | CP | $3.20万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| BIIB | BIIB | $3.20万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| GEV | GEV | $3.20万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| KHC | KHC | $3.20万 | 0.01% | 1,366 | 328 | 31.6% | $7,684 | 加仓 |
| FNV | FNV | $3.30万 | 0.01% | 162 | -3 | -1.8% | -$611 | 减仓 |
| KLAC | KLAC | $3.30万 | 0.01% | 112 | -38 | -25.3% | -$1.12万 | 减仓 |
| TMO | TMO | $3.50万 | 0.01% | 70 | -1 | -1.4% | -$500 | 减仓 |
| BKR | BKR | $3.60万 | 0.01% | 658 | -62 | -8.6% | -$3,392 | 减仓 |
| O | O | $3.60万 | 0.01% | 581 | 92 | 18.8% | $5,701 | 加仓 |
| — | NTDOY | $3.70万 | 0.01% | 3,533 | 288 | 8.9% | $3,016 | 加仓 |
| EBAY | EBAY | $3.70万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| DIS | DIS | $3.80万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| IQLT | IQLT | $3.80万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| VRTX | VRTX | $3.80万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VO | VO | $3.80万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| GAPR | GAPR | $3.80万 | 0.01% | 924 | 924 | — | $3.80万 | 新建仓 |
| AZN | AZN | $3.90万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| CHD | CHD | $3.90万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| CBU | CBU | $3.90万 | 0.01% | 583 | 4 | 0.7% | $268 | 加仓 |
| XOP | XOP | $4.00万 | 0.01% | 259 | 1 | 0.4% | $154 | 加仓 |
| SRE | SRE | $4.00万 | 0.01% | 439 | 78 | 21.6% | $7,107 | 加仓 |
| GIS | GIS | $4.00万 | 0.01% | 1,154 | 742 | 180.1% | $2.57万 | 加仓 |
| XLP | XLP | $4.10万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AFL | AFL | $4.10万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| CRWD | CRWD | $4.10万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| RTX | RTX | $4.20万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| ECL | ECL | $4.20万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| LNG | LNG | $4.20万 | 0.01% | 176 | 36 | 25.7% | $8,591 | 加仓 |
| MO | MO | $4.20万 | 0.01% | 593 | 6 | 1.0% | $425 | 加仓 |
| HUM | HUM | $4.20万 | 0.01% | 108 | 14 | 14.9% | $5,444 | 加仓 |
| GD | GD | $4.30万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| UPS | UPS | $4.30万 | 0.01% | 402 | 95 | 30.9% | $1.02万 | 加仓 |
| ROST | ROST | $4.40万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| ACN | ACN | $4.50万 | 0.01% | 364 | 51 | 16.3% | $6,305 | 加仓 |
| EXC | EXC | $4.50万 | 0.01% | 981 | 0 | 0.0% | — | 不变 |
| MCO | MCO | $4.50万 | 0.01% | 101 | -3 | -2.9% | -$1,337 | 减仓 |
| IVW | IVW | $4.50万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| SYY | SYY | $4.50万 | 0.01% | 547 | 36 | 7.0% | $2,962 | 加仓 |
| WDC | WDC | $4.50万 | 0.01% | 71 | -19 | -21.1% | -$1.20万 | 减仓 |
| ROP | ROP | $4.50万 | 0.01% | 134 | 71 | 112.7% | $2.38万 | 加仓 |
| VT | VT | $4.60万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| ISRG | ISRG | $4.80万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| SONY | SONY | $4.80万 | 0.01% | 2,395 | 0 | 0.0% | — | 不变 |
| TRGP | TRGP | $4.80万 | 0.01% | 181 | 0 | 0.0% | — | 不变 |
| L | L | $4.80万 | 0.01% | 424 | 0 | 0.0% | — | 不变 |
| BNY | BNY | $4.80万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| CNC | CNC | $4.80万 | 0.01% | 761 | -60 | -7.3% | -$3,784 | 减仓 |
| FFEB | FFEB | $4.90万 | 0.01% | 812 | 0 | 0.0% | — | 不变 |
| UNP | UNP | $4.90万 | 0.01% | 181 | 18 | 11.0% | $4,873 | 加仓 |
| NFG | NFG | $5.00万 | 0.01% | 658 | 1 | 0.2% | $76 | 加仓 |
| — | IAU | $5.00万 | 0.01% | 672 | -9 | -1.3% | -$670 | 减仓 |
| SYK | SYK | $5.00万 | 0.01% | 160 | 2 | 1.3% | $625 | 加仓 |
| MMM | MMM | $5.00万 | 0.01% | 313 | -15 | -4.6% | -$2,396 | 减仓 |
| QCOM | QCOM | $5.00万 | 0.01% | 274 | -27 | -9.0% | -$4,927 | 减仓 |
| HPE | HPE | $5.00万 | 0.01% | 1,111 | 0 | 0.0% | — | 不变 |
| AXP | AXP | $5.20万 | 0.01% | 156 | -57 | -26.8% | -$1.90万 | 减仓 |
| COR | COR | $5.20万 | 0.01% | 184 | -5 | -2.6% | -$1,413 | 减仓 |
| LHX | LHX | $5.30万 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| DAL | DAL | $5.40万 | 0.01% | 576 | 1 | 0.2% | $94 | 加仓 |
| TRV | TRV | $5.50万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| DE | DE | $5.50万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| QUAL | QUAL | $5.50万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| HONA | HONA | $5.70万 | 0.01% | 258 | 258 | — | $5.70万 | 新建仓 |
| SLB | SLB | $5.80万 | 0.01% | 1,250 | -37 | -2.9% | -$1,717 | 减仓 |
| GILD | GILD | $5.80万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| CB | CB | $5.80万 | 0.01% | 173 | 9 | 5.5% | $3,017 | 加仓 |
| — | HON | $5.80万 | 0.01% | 260 | 207 | 390.6% | $4.62万 | 重新持有 |
| AMAT | AMAT | $5.90万 | 0.01% | 82 | -20 | -19.6% | -$1.44万 | 减仓 |
| JPST | JPST | $6.00万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| FTEC | FTEC | $6.00万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| OKE | OKE | $6.10万 | 0.02% | 705 | 0 | 0.0% | — | 不变 |
| TGT | TGT | $6.10万 | 0.02% | 472 | 2 | 0.4% | $258 | 加仓 |
| ED | ED | $6.30万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| REGN | REGN | $6.40万 | 0.02% | 103 | -4 | -3.7% | -$2,485 | 减仓 |
| DHR | DHR | $6.60万 | 0.02% | 348 | -12 | -3.3% | -$2,276 | 减仓 |
| MRNA | MRNA | $6.60万 | 0.02% | 950 | -53 | -5.3% | -$3,682 | 减仓 |
| COF | COF | $6.60万 | 0.02% | 331 | 69 | 26.3% | $1.38万 | 加仓 |
| PAYX | PAYX | $6.70万 | 0.02% | 681 | 219 | 47.4% | $2.15万 | 加仓 |
| PEP | PEP | $6.80万 | 0.02% | 509 | 54 | 11.9% | $7,214 | 加仓 |
| GM | GM | $6.80万 | 0.02% | 895 | 0 | 0.0% | — | 不变 |
| CELC | CELC | $6.90万 | 0.02% | 662 | 0 | 0.0% | — | 不变 |
| ITW | ITW | $6.90万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |