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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LRCX | $7.20万 | 0.02% | 168 | -28 | -14.3% | -$1.20万 | 减仓 |
| ASML | ASML | $7.30万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| MA | MA | $7.50万 | 0.02% | 146 | -1 | -0.7% | -$514 | 减仓 |
| EWJ | EWJ | $7.50万 | 0.02% | 808 | 4 | 0.5% | $371 | 加仓 |
| LIN | LIN | $7.60万 | 0.02% | 147 | 14 | 10.5% | $7,238 | 加仓 |
| DDOG | DDOG | $7.60万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| BOND | BOND | $7.70万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| TXN | TXN | $7.80万 | 0.02% | 262 | 18 | 7.4% | $5,359 | 加仓 |
| VCR | VCR | $7.90万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ADP | ADP | $8.00万 | 0.02% | 359 | -3,701 | -91.2% | -$82.47万 | 减仓 |
| BMY | BMY | $8.00万 | 0.02% | 1,392 | 0 | 0.0% | — | 不变 |
| SHOP | SHOP | $8.00万 | 0.02% | 709 | 0 | 0.0% | — | 不变 |
| VB | VB | $8.00万 | 0.02% | 266 | 0 | 0.0% | — | 不变 |
| IJH | IJH | $8.10万 | 0.02% | 1,057 | 2 | 0.2% | $153 | 加仓 |
| EMR | EMR | $8.30万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| TSLA | TSLA | $8.30万 | 0.02% | 198 | 10 | 5.3% | $4,192 | 加仓 |
| ELV | ELV | $8.30万 | 0.02% | 215 | 17 | 8.6% | $6,563 | 加仓 |
| TQQQ | TQQQ | $8.60万 | 0.02% | 1,066 | 2 | 0.2% | $161 | 加仓 |
| CRM | CRM | $8.70万 | 0.02% | 560 | 22 | 4.1% | $3,418 | 加仓 |
| PSX | PSX | $8.70万 | 0.02% | 516 | 0 | 0.0% | — | 不变 |
| — | YSEP | $8.70万 | 0.02% | 3,183 | 0 | 0.0% | — | 不变 |
| XLV | XLV | $8.70万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| NSC | NSC | $8.70万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| RY | RY | $8.70万 | 0.02% | 425 | 0 | 0.0% | — | 不变 |
| WFC | WFC | $8.80万 | 0.02% | 1,071 | 86 | 8.7% | $7,066 | 加仓 |
| UNH | UNH | $8.90万 | 0.02% | 215 | 4 | 1.9% | $1,656 | 加仓 |
| VCIT | VCIT | $9.30万 | 0.02% | 1,132 | 0 | 0.0% | — | 不变 |
| CVS | CVS | $9.80万 | 0.02% | 954 | -43 | -4.3% | -$4,417 | 减仓 |
| AMD | AMD | $9.90万 | 0.02% | 171 | -26 | -13.2% | -$1.51万 | 减仓 |
| MPC | MPC | $10.20万 | 0.03% | 402 | 0 | 0.0% | — | 不变 |
| GS | GS | $10.20万 | 0.03% | 101 | 0 | 0.0% | — | 不变 |
| PYPL | PYPL | $10.30万 | 0.03% | 2,395 | -72 | -2.9% | -$3,096 | 减仓 |
| FELC | FELC | $10.40万 | 0.03% | 2,496 | 0 | 0.0% | — | 不变 |
| ORCL | ORCL | $10.50万 | 0.03% | 718 | -46 | -6.0% | -$6,727 | 减仓 |
| HLT | HLT | $11.50万 | 0.03% | 350 | -30 | -7.9% | -$9,857 | 减仓 |
| C | C | $11.80万 | 0.03% | 850 | 0 | 0.0% | — | 不变 |
| FBCG | FBCG | $11.90万 | 0.03% | 1,932 | 0 | 0.0% | — | 不变 |
| — | XOM | $12.00万 | 0.03% | 879 | 0 | 0.0% | — | 不变 |
| FBND | FBND | $12.00万 | 0.03% | 2,650 | 0 | 0.0% | — | 不变 |
| MCD | MCD | $12.30万 | 0.03% | 457 | -22 | -4.6% | -$5,921 | 减仓 |
| LOW | LOW | $12.30万 | 0.03% | 560 | -21 | -3.6% | -$4,612 | 减仓 |
| URI | URI | $12.30万 | 0.03% | 108 | 0 | 0.0% | — | 不变 |
| TJX | TJX | $12.50万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| MRK | MRK | $12.50万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| VOT | VOT | $12.60万 | 0.03% | 412 | 0 | 0.0% | — | 不变 |
| VZ | VZ | $13.10万 | 0.03% | 3,111 | 158 | 5.4% | $6,653 | 加仓 |
| AMGN | AMGN | $13.40万 | 0.03% | 372 | -1 | -0.3% | -$360 | 减仓 |
| MTB | MTB | $13.40万 | 0.03% | 564 | 0 | 0.0% | — | 不变 |
| IBM | IBM | $13.90万 | 0.03% | 496 | 7 | 1.4% | $1,962 | 加仓 |
| HD | HD | $14.00万 | 0.03% | 399 | 50 | 14.3% | $1.75万 | 加仓 |
| VLO | VLO | $14.60万 | 0.04% | 563 | 0 | 0.0% | — | 不变 |
| GLW | GLW | $15.00万 | 0.04% | 590 | -27 | -4.4% | -$6,864 | 减仓 |
| USMV | USMV | $15.40万 | 0.04% | 1,599 | 4 | 0.3% | $385 | 加仓 |
| BAC | BAC | $15.40万 | 0.04% | 2,716 | 144 | 5.6% | $8,165 | 加仓 |
| PG | PG | $15.60万 | 0.04% | 1,064 | 214 | 25.2% | $3.14万 | 加仓 |
| FJUL | FJUL | $15.70万 | 0.04% | 2,638 | 0 | 0.0% | — | 不变 |
| — | YJUN | $16.50万 | 0.04% | 6,168 | 0 | 0.0% | — | 不变 |
| XLC | XLC | $16.60万 | 0.04% | 1,552 | 3 | 0.2% | $321 | 加仓 |
| GRID | GRID | $17.00万 | 0.04% | 889 | 3 | 0.3% | $574 | 加仓 |
| CSCO | CSCO | $18.20万 | 0.05% | 1,555 | -58 | -3.6% | -$6,788 | 减仓 |
| MS | MS | $18.30万 | 0.05% | 875 | 2 | 0.2% | $418 | 加仓 |
| ADI | ADI | $18.60万 | 0.05% | 468 | -87 | -15.7% | -$3.46万 | 减仓 |
| VIK | VIK | $18.70万 | 0.05% | 1,796 | 0 | 0.0% | — | 不变 |
| META | META | $19.20万 | 0.05% | 341 | 8 | 2.4% | $4,504 | 加仓 |
| V | V | $19.30万 | 0.05% | 565 | 9 | 1.6% | $3,074 | 加仓 |
| CVX | CVX | $19.80万 | 0.05% | 1,196 | 326 | 37.5% | $5.40万 | 加仓 |
| CEF | CEF | $20.20万 | 0.05% | 5,040 | -87 | -1.7% | -$3,487 | 减仓 |
| BIL | BIL | $20.20万 | 0.05% | 2,205 | 354 | 19.1% | $3.24万 | 加仓 |
| SCHD | SCHD | $22.80万 | 0.06% | 7,194 | -613 | -7.9% | -$1.94万 | 减仓 |
| DJAN | DJAN | $23.30万 | 0.06% | 5,133 | 0 | 0.0% | — | 不变 |
| BILS | BILS | $23.50万 | 0.06% | 2,371 | 0 | 0.0% | — | 不变 |
| IGV | IGV | $23.90万 | 0.06% | 2,645 | -66 | -2.4% | -$5,964 | 减仓 |
| SPY | SPY | $25.10万 | 0.06% | 336 | 1 | 0.3% | $747 | 加仓 |
| COST | COST | $26.90万 | 0.07% | 288 | 15 | 5.5% | $1.40万 | 加仓 |
| VYM | VYM | $27.00万 | 0.07% | 1,709 | 412 | 31.8% | $6.51万 | 加仓 |
| APG | APG | $27.60万 | 0.07% | 6,532 | 0 | 0.0% | — | 不变 |
| NEE | NEE | $27.70万 | 0.07% | 3,159 | 1 | 0.0% | $88 | 加仓 |
| ABT | ABT | $28.30万 | 0.07% | 3,123 | 365 | 13.2% | $3.31万 | 加仓 |
| — | QCOC | $30.20万 | 0.07% | 12,643 | 0 | 0.0% | — | 不变 |
| QQQ | QQQ | $30.50万 | 0.08% | 415 | 0 | 0.0% | — | 不变 |
| JNJ | JNJ | $30.60万 | 0.08% | 1,205 | 47 | 4.1% | $1.19万 | 加仓 |
| RSP | RSP | $31.60万 | 0.08% | 1,488 | 2 | 0.1% | $425 | 加仓 |
| VGT | VGT | $36.00万 | 0.09% | 3,016 | 0 | 0.0% | — | 不变 |
| INTC | INTC | $40.20万 | 0.10% | 2,885 | -433 | -13.1% | -$6.03万 | 减仓 |
| GDEC | GDEC | $40.30万 | 0.10% | 10,126 | 0 | 0.0% | — | 不变 |
| FMB | FMB | $40.60万 | 0.10% | 7,904 | 14 | 0.2% | $719 | 加仓 |
| XLK | XLK | $43.90万 | 0.11% | 2,308 | 1 | 0.0% | $190 | 加仓 |
| NFLX | NFLX | $44.30万 | 0.11% | 6,213 | 253 | 4.2% | $1.80万 | 加仓 |
| ABBV | ABBV | $47.20万 | 0.12% | 1,878 | -4 | -0.2% | -$1,005 | 减仓 |
| SGOV | SGOV | $51.00万 | 0.13% | 5,073 | -268 | -5.0% | -$2.69万 | 减仓 |
| SCHF | SCHF | $53.80万 | 0.13% | 19,439 | 19 | 0.1% | $526 | 加仓 |
| CL | CL | $54.90万 | 0.14% | 5,997 | -32 | -0.5% | -$2,929 | 减仓 |
| FNOV | FNOV | $56.80万 | 0.14% | 9,715 | 0 | 0.0% | — | 不变 |
| IHI | IHI | $57.50万 | 0.14% | 11,655 | -108 | -0.9% | -$5,328 | 减仓 |
| DDEC | DDEC | $59.70万 | 0.15% | 12,616 | 0 | 0.0% | — | 不变 |
| WMT | WMT | $68.30万 | 0.17% | 6,030 | 312 | 5.5% | $3.53万 | 加仓 |
| MU | MU | $69.50万 | 0.17% | 602 | -270 | -31.0% | -$31.17万 | 减仓 |
| JPM | JPM | $85.60万 | 0.21% | 2,616 | 41 | 1.6% | $1.34万 | 加仓 |
| SCHG | SCHG | $92.00万 | 0.23% | 27,198 | -511 | -1.8% | -$1.73万 | 减仓 |
| APH | APH | $95.70万 | 0.24% | 5,427 | 1 | 0.0% | $176 | 加仓 |