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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MRK | $11.70万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| MTB | MTB | $11.60万 | 0.03% | 564 | -19 | -3.3% | -$3,908 | 减仓 |
| 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 |
| ORCL | ORCL | $11.20万 | 0.03% | 764 | 35 | 4.8% | $5,131 | 加仓 |
| PYPL | PYPL | $11.10万 | 0.03% | 2,467 | 840 | 51.6% | $3.78万 | 加仓 |
| VOT | VOT | $10.60万 | 0.03% | 412 | 0 | 0.0% | — | 不变 |
| CRM | CRM | $10.00万 | 0.03% | 538 | 110 | 25.7% | $2.04万 | 加仓 |
| MPC | MPC | $9.80万 | 0.03% | 402 | -54 | -11.8% | -$1.32万 | 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 |
| PSX | PSX | $9.40万 | 0.03% | 516 | -32 | -5.8% | -$5,829 | 减仓 |
| VCIT | VCIT | $9.30万 | 0.03% | 1,132 | 0 | 0.0% | — | 不变 |
| FELC | FELC | $9.00万 | 0.02% | 2,496 | 0 | 0.0% | — | 不变 |
| GS | GS | $8.50万 | 0.02% | 101 | -3 | -2.9% | -$2,525 | 减仓 |
| 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 |
| — | 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 |
| XLV | XLV | $8.00万 | 0.02% | 550 | 0 | 0.0% | — | 不变 |
| 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 |
| WFC | WFC | $7.80万 | 0.02% | 985 | -224 | -18.5% | -$1.77万 | 减仓 |
| BOND | BOND | $7.70万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| EMR | EMR | $7.60万 | 0.02% | 582 | -3 | -0.5% | -$392 | 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 |
| MA | MA | $7.30万 | 0.02% | 147 | -4 | -2.6% | -$1,986 | 减仓 |
| 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 |
| PEP | PEP | $7.00万 | 0.02% | 455 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| ACN | ACN | $6.20万 | 0.02% | 313 | 65 | 26.2% | $1.29万 | 加仓 |
| NFG | NFG | $6.10万 | 0.02% | 657 | 517 | 369.3% | $4.80万 | 加仓 |
| 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 |
| COR | COR | $5.90万 | 0.02% | 189 | 0 | 0.0% | — | 不变 |
| ELV | ELV | $5.80万 | 0.02% | 198 | -4 | -2.0% | -$1,172 | 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 |
| 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 |
| CB | CB | $5.30万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| SYK | SYK | $5.20万 | 0.01% | 158 | -1 | -0.6% | -$329 | 减仓 |
| MRNA | MRNA | $5.00万 | 0.01% | 1,003 | 137 | 15.8% | $6,830 | 加仓 |
| 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 |
| 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 |
| 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 |
| — | 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 |
| 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 |
| 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 |
| 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 |
| PAYX | PAYX | $4.20万 | 0.01% | 462 | 106 | 29.8% | $9,636 | 加仓 |
| 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 |
| 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 |
| 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 |
| 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 |
| CHD | CHD | $3.70万 | 0.01% | 404 | -233 | -36.6% | -$2.13万 | 减仓 |