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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| — | 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 |
| FBCG | FBCG | $11.90万 | 0.03% | 1,932 | 0 | 0.0% | — | 不变 |
| C | C | $11.80万 | 0.03% | 850 | 0 | 0.0% | — | 不变 |
| HLT | HLT | $11.50万 | 0.03% | 350 | -30 | -7.9% | -$9,857 | 减仓 |
| ORCL | ORCL | $10.50万 | 0.03% | 718 | -46 | -6.0% | -$6,727 | 减仓 |
| FELC | FELC | $10.40万 | 0.03% | 2,496 | 0 | 0.0% | — | 不变 |
| PYPL | PYPL | $10.30万 | 0.03% | 2,395 | -72 | -2.9% | -$3,096 | 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 |
| AMD | AMD | $9.90万 | 0.02% | 171 | -26 | -13.2% | -$1.51万 | 减仓 |
| CVS | CVS | $9.80万 | 0.02% | 954 | -43 | -4.3% | -$4,417 | 减仓 |
| VCIT | VCIT | $9.30万 | 0.02% | 1,132 | 0 | 0.0% | — | 不变 |
| UNH | UNH | $8.90万 | 0.02% | 215 | 4 | 1.9% | $1,656 | 加仓 |
| WFC | WFC | $8.80万 | 0.02% | 1,071 | 86 | 8.7% | $7,066 | 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 |
| TQQQ | TQQQ | $8.60万 | 0.02% | 1,066 | 2 | 0.2% | $161 | 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 |
| IJH | IJH | $8.10万 | 0.02% | 1,057 | 2 | 0.2% | $153 | 加仓 |
| 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 |
| VCR | VCR | $7.90万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| TXN | TXN | $7.80万 | 0.02% | 262 | 18 | 7.4% | $5,359 | 加仓 |
| BOND | BOND | $7.70万 | 0.02% | 839 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |
| ASML | ASML | $7.30万 | 0.02% | 37 | 0 | 0.0% | — | 不变 |
| LRCX | LRCX | $7.20万 | 0.02% | 168 | -28 | -14.3% | -$1.20万 | 减仓 |
| 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 |
| 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 |
| PAYX | PAYX | $6.70万 | 0.02% | 681 | 219 | 47.4% | $2.15万 | 加仓 |
| 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 |
| REGN | REGN | $6.40万 | 0.02% | 103 | -4 | -3.7% | -$2,485 | 减仓 |
| ED | ED | $6.30万 | 0.02% | 570 | 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 |
| 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 |
| AMAT | AMAT | $5.90万 | 0.01% | 82 | -20 | -19.6% | -$1.44万 | 减仓 |
| 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 |
| HONA | HONA | $5.70万 | 0.01% | 258 | 258 | — | $5.70万 | 新建仓 |
| 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 |
| DAL | DAL | $5.40万 | 0.01% | 576 | 1 | 0.2% | $94 | 加仓 |
| LHX | LHX | $5.30万 | 0.01% | 182 | 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 |
| 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 |
| 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 |
| 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 |
| VT | VT | $4.60万 | 0.01% | 295 | 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 |
| ROST | ROST | $4.40万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| 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 |
| 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 |