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 |
|---|---|---|---|---|---|---|---|---|
| NFG | NFG | $6.10万 | 0.02% | 657 | 517 | 369.3% | $4.80万 | 加仓 |
| ACN | ACN | $6.20万 | 0.02% | 313 | 65 | 26.2% | $1.29万 | 加仓 |
| LHX | LHX | $6.30万 | 0.02% | 182 | 0 | 0.0% | — | 不变 |
| OKE | OKE | $6.30万 | 0.02% | 705 | 128 | 22.2% | $1.14万 | 加仓 |
| AXP | AXP | $6.40万 | 0.02% | 213 | 0 | 0.0% | — | 不变 |
| GILD | GILD | $6.40万 | 0.02% | 463 | 1 | 0.2% | $138 | 加仓 |
| ED | ED | $6.40万 | 0.02% | 570 | 105 | 22.6% | $1.18万 | 加仓 |
| BND | BND | $6.50万 | 0.02% | 885 | 6 | 0.7% | $441 | 加仓 |
| LIN | LIN | $6.50万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| GM | GM | $6.60万 | 0.02% | 895 | -53 | -5.6% | -$3,908 | 减仓 |
| SLB | SLB | $6.60万 | 0.02% | 1,287 | 1,211 | 1,593.4% | $6.21万 | 加仓 |
| EWJ | EWJ | $6.70万 | 0.02% | 804 | 0 | 0.0% | — | 不变 |
| ITW | ITW | $6.70万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| DHR | DHR | $6.80万 | 0.02% | 360 | 3 | 0.8% | $567 | 加仓 |
| RY | RY | $6.80万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| TSLA | TSLA | $6.90万 | 0.02% | 188 | -53 | -22.0% | -$1.95万 | 减仓 |
| VB | VB | $6.90万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| PEP | PEP | $7.00万 | 0.02% | 455 | 0 | 0.0% | — | 不变 |
| CVS | CVS | $7.10万 | 0.02% | 997 | -94 | -8.6% | -$6,694 | 减仓 |
| VCR | VCR | $7.10万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| IJH | IJH | $7.10万 | 0.02% | 1,055 | 2 | 0.2% | $135 | 加仓 |
| MA | MA | $7.30万 | 0.02% | 147 | -4 | -2.6% | -$1,986 | 减仓 |
| CELC | CELC | $7.50万 | 0.02% | 662 | 0 | 0.0% | — | 不变 |
| — | BATRK | $7.50万 | 0.02% | 1,761 | 1,761 | — | $7.50万 | 新建仓 |
| EMR | EMR | $7.60万 | 0.02% | 582 | -3 | -0.5% | -$392 | 减仓 |
| BOND | BOND | $7.70万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| WFC | WFC | $7.80万 | 0.02% | 985 | -224 | -18.5% | -$1.77万 | 减仓 |
| URI | URI | $7.90万 | 0.02% | 108 | -1 | -0.9% | -$731 | 减仓 |
| NSC | NSC | $7.90万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| XLV | XLV | $8.00万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| — | YSEP | $8.30万 | 0.02% | 3,183 | -511,840 | -99.4% | -$1,334.68万 | 减仓 |
| REGN | REGN | $8.30万 | 0.02% | 107 | 5 | 4.9% | $3,879 | 加仓 |
| SHOP | SHOP | $8.40万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| BMY | BMY | $8.40万 | 0.02% | 1,392 | 0 | 0.0% | — | 不变 |
| GLW | GLW | $8.40万 | 0.02% | 617 | -28 | -4.3% | -$3,812 | 减仓 |
| GS | GS | $8.50万 | 0.02% | 101 | -3 | -2.9% | -$2,525 | 减仓 |
| FELC | FELC | $9.00万 | 0.02% | 2,496 | 0 | 0.0% | — | 不变 |
| VCIT | VCIT | $9.30万 | 0.03% | 1,132 | 0 | 0.0% | — | 不变 |
| PSX | PSX | $9.40万 | 0.03% | 516 | -32 | -5.8% | -$5,829 | 减仓 |
| C | C | $9.60万 | 0.03% | 850 | -99 | -10.4% | -$1.12万 | 减仓 |
| FBCG | FBCG | $9.60万 | 0.03% | 1,932 | 0 | 0.0% | — | 不变 |
| MPC | MPC | $9.80万 | 0.03% | 402 | -54 | -11.8% | -$1.32万 | 减仓 |
| CRM | CRM | $10.00万 | 0.03% | 538 | 110 | 25.7% | $2.04万 | 加仓 |
| VOT | VOT | $10.60万 | 0.03% | 412 | 0 | 0.0% | — | 不变 |
| PYPL | PYPL | $11.10万 | 0.03% | 2,467 | 840 | 51.6% | $3.78万 | 加仓 |
| ORCL | ORCL | $11.20万 | 0.03% | 764 | 35 | 4.8% | $5,131 | 加仓 |
| HD | HD | $11.50万 | 0.03% | 349 | 2 | 0.6% | $659 | 加仓 |
| HLT | HLT | $11.50万 | 0.03% | 380 | 0 | 0.0% | — | 不变 |
| MTB | MTB | $11.60万 | 0.03% | 564 | -19 | -3.3% | -$3,908 | 减仓 |
| MRK | MRK | $11.70万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| IBM | IBM | $11.80万 | 0.03% | 489 | -5 | -1.0% | -$1,207 | 减仓 |
| FBND | FBND | $12.00万 | 0.03% | 2,650 | 0 | 0.0% | — | 不变 |
| PG | PG | $12.20万 | 0.03% | 850 | 7 | 0.8% | $1,005 | 加仓 |
| BAC | BAC | $12.50万 | 0.03% | 2,572 | -89 | -3.3% | -$4,325 | 减仓 |
| CSCO | CSCO | $12.50万 | 0.03% | 1,613 | -30 | -1.8% | -$2,325 | 减仓 |
| TJX | TJX | $13.10万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| AMGN | AMGN | $13.10万 | 0.04% | 373 | 2 | 0.5% | $702 | 加仓 |
| VIK | VIK | $13.10万 | 0.04% | 1,796 | 1,796 | — | $13.10万 | 新建仓 |
| LOW | LOW | $13.70万 | 0.04% | 581 | 18 | 3.2% | $4,244 | 加仓 |
| VLO | VLO | $13.90万 | 0.04% | 563 | 126 | 28.8% | $3.11万 | 加仓 |
| MS | MS | $14.30万 | 0.04% | 873 | -13 | -1.5% | -$2,129 | 减仓 |
| FJUL | FJUL | $14.40万 | 0.04% | 2,638 | 0 | 0.0% | — | 不变 |
| GRID | GRID | $14.50万 | 0.04% | 886 | 725 | 450.3% | $11.87万 | 加仓 |
| INTC | INTC | $14.60万 | 0.04% | 3,318 | -555 | -14.3% | -$2.44万 | 减仓 |
| USMV | USMV | $14.70万 | 0.04% | 1,595 | 192 | 13.7% | $1.77万 | 加仓 |
| MCD | MCD | $14.80万 | 0.04% | 479 | 0 | 0.0% | — | 不变 |
| VZ | VZ | $14.80万 | 0.04% | 2,953 | -45 | -1.5% | -$2,255 | 减仓 |
| — | XOM | $14.90万 | 0.04% | 879 | 0 | 0.0% | — | 不变 |
| — | YJUN | $15.80万 | 0.04% | 6,168 | -16,724 | -73.1% | -$42.84万 | 减仓 |
| V | V | $16.80万 | 0.05% | 556 | -37 | -6.2% | -$1.12万 | 减仓 |
| BIL | BIL | $16.90万 | 0.05% | 1,851 | 771 | 71.4% | $7.04万 | 加仓 |
| XLC | XLC | $17.10万 | 0.05% | 1,549 | -210 | -11.9% | -$2.32万 | 减仓 |
| ADI | ADI | $17.60万 | 0.05% | 555 | -54 | -8.9% | -$1.71万 | 减仓 |
| CVX | CVX | $18.00万 | 0.05% | 870 | 207 | 31.2% | $4.28万 | 加仓 |
| META | META | $19.00万 | 0.05% | 333 | -160 | -32.5% | -$9.13万 | 减仓 |
| VYM | VYM | $19.20万 | 0.05% | 1,297 | 1,113 | 604.9% | $16.48万 | 加仓 |
| IGV | IGV | $21.70万 | 0.06% | 2,711 | 0 | 0.0% | — | 不变 |
| SPY | SPY | $21.80万 | 0.06% | 335 | 1 | 0.3% | $651 | 加仓 |
| DJAN | DJAN | $21.80万 | 0.06% | 5,133 | 0 | 0.0% | — | 不变 |
| BILS | BILS | $23.50万 | 0.06% | 2,371 | -344 | -12.7% | -$3.41万 | 减仓 |
| QQQ | QQQ | $23.90万 | 0.07% | 415 | 23 | 5.9% | $1.32万 | 加仓 |
| SCHD | SCHD | $23.90万 | 0.07% | 7,807 | 15 | 0.2% | $459 | 加仓 |
| CEF | CEF | $24.40万 | 0.07% | 5,127 | -2,538 | -33.1% | -$12.08万 | 减仓 |
| VGT | VGT | $26.30万 | 0.07% | 377 | -3 | -0.8% | -$2,093 | 减仓 |
| APG | APG | $26.40万 | 0.07% | 6,532 | 0 | 0.0% | — | 不变 |
| COST | COST | $27.20万 | 0.07% | 273 | 7 | 2.6% | $6,974 | 加仓 |
| — | QCOC | $27.80万 | 0.08% | 12,643 | 0 | 0.0% | — | 不变 |
| ABT | ABT | $28.30万 | 0.08% | 2,758 | -57 | -2.0% | -$5,849 | 减仓 |
| JNJ | JNJ | $28.30万 | 0.08% | 1,158 | -54 | -4.5% | -$1.32万 | 减仓 |
| RSP | RSP | $28.50万 | 0.08% | 1,486 | -89 | -5.7% | -$1.71万 | 减仓 |
| NEE | NEE | $29.30万 | 0.08% | 3,158 | 2 | 0.1% | $186 | 加仓 |
| MU | MU | $29.40万 | 0.08% | 872 | -50 | -5.4% | -$1.69万 | 减仓 |
| XLK | XLK | $30.60万 | 0.08% | 2,307 | 1 | 0.0% | $133 | 加仓 |
| GDEC | GDEC | $37.40万 | 0.10% | 10,126 | 10,126 | — | $37.40万 | 新建仓 |
| FMB | FMB | $39.90万 | 0.11% | 7,890 | 227 | 3.0% | $1.15万 | 加仓 |
| ABBV | ABBV | $40.90万 | 0.11% | 1,882 | -4 | -0.2% | -$869 | 减仓 |
| SCHF | SCHF | $48.00万 | 0.13% | 19,420 | 1,176 | 6.4% | $2.91万 | 加仓 |
| — | MUNY | $49.90万 | 0.14% | 4,879 | 4,879 | — | $49.90万 | 新建仓 |
| CL | CL | $51.30万 | 0.14% | 6,029 | 94 | 1.6% | $7,998 | 加仓 |
| FNOV | FNOV | $51.80万 | 0.14% | 9,715 | 0 | 0.0% | — | 不变 |