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 |
|---|---|---|---|---|---|---|---|---|
| IVW | IVW | $3.70万 | 0.01% | 328 | -28 | -7.9% | -$3,159 | 减仓 |
| DOW | DOW | $3.70万 | 0.01% | 893 | 255 | 40.0% | $1.06万 | 加仓 |
| SYY | SYY | $3.60万 | 0.01% | 511 | 38 | 8.0% | $2,677 | 加仓 |
| IQLT | IQLT | $3.50万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| SRE | SRE | $3.50万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| PFE | PFE | $3.50万 | 0.01% | 1,266 | -8 | -0.6% | -$221 | 减仓 |
| HAL | HAL | $3.50万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| DDOG | DDOG | $3.40万 | 0.01% | 293 | 1 | 0.3% | $116 | 加仓 |
| VRTX | VRTX | $3.40万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VO | VO | $3.40万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| AMAT | AMAT | $3.40万 | 0.01% | 102 | -16 | -13.6% | -$5,333 | 减仓 |
| RSG | RSG | $3.40万 | 0.01% | 158 | 31 | 24.4% | $6,671 | 加仓 |
| TMO | TMO | $3.40万 | 0.01% | 71 | 46 | 184.0% | $2.20万 | 加仓 |
| BRO | BRO | $3.30万 | 0.01% | 506 | -9 | -1.7% | -$587 | 减仓 |
| CBU | CBU | $3.30万 | 0.01% | 579 | 5 | 0.9% | $285 | 加仓 |
| T | T | $3.30万 | 0.01% | 1,149 | -105 | -8.4% | -$3,016 | 减仓 |
| FDX | FDX | $3.30万 | 0.01% | 94 | -9 | -8.7% | -$3,160 | 减仓 |
| ATO | ATO | $3.20万 | 0.01% | 177 | 26 | 17.2% | $4,701 | 加仓 |
| AEP | AEP | $3.10万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| BDX | BDX | $3.00万 | 0.01% | 193 | 4 | 2.1% | $622 | 加仓 |
| UPS | UPS | $3.00万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY | $3.00万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| ADBE | ADBE | $3.00万 | 0.01% | 127 | 49 | 62.8% | $1.16万 | 加仓 |
| HWM | HWM | $3.00万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| MSI | MSI | $3.00万 | 0.01% | 71 | 7 | 10.9% | $2,958 | 加仓 |
| O | O | $2.90万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| CP | CP | $2.90万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| CLOA | CLOA | $2.90万 | 0.01% | 567 | 567 | — | $2.90万 | 新建仓 |
| AMT | AMT | $2.80万 | 0.01% | 167 | -186 | -52.7% | -$3.12万 | 减仓 |
| AJG | AJG | $2.80万 | 0.01% | 131 | -4 | -3.0% | -$855 | 减仓 |
| KO | KO | $2.80万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| TSN | TSN | $2.80万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| PEG | PEG | $2.80万 | 0.01% | 351 | 64 | 22.3% | $5,105 | 加仓 |
| BIIB | BIIB | $2.70万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| EWJV | EWJV | $2.70万 | 0.01% | 642 | -3 | -0.5% | -$126 | 减仓 |
| DINO | DINO | $2.70万 | 0.01% | 437 | -79 | -15.3% | -$4,881 | 减仓 |
| SCCO | SCCO | $2.70万 | 0.01% | 159 | 1 | 0.6% | $170 | 加仓 |
| EFV | EFV | $2.60万 | 0.01% | 361 | -151 | -29.5% | -$1.09万 | 减仓 |
| URA | URA | $2.60万 | 0.01% | 555 | -144 | -20.6% | -$6,746 | 减仓 |
| HBAN | HBAN | $2.60万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| CNC | CNC | $2.60万 | 0.01% | 821 | 129 | 18.6% | $4,085 | 加仓 |
| NLR | NLR | $2.60万 | 0.01% | 197 | -28 | -12.4% | -$3,695 | 减仓 |
| HPE | HPE | $2.60万 | 0.01% | 1,111 | -10 | -0.9% | -$234 | 减仓 |
| MCK | MCK | $2.60万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| EFAV | EFAV | $2.60万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| WELL | WELL | $2.60万 | 0.01% | 135 | 16 | 13.4% | $3,081 | 加仓 |
| EOG | EOG | $2.60万 | 0.01% | 185 | 8 | 4.5% | $1,124 | 加仓 |
| BR | BR | $2.50万 | 0.01% | 157 | 1 | 0.6% | $159 | 加仓 |
| TEL | TEL | $2.50万 | 0.01% | 120 | -1 | -0.8% | -$208 | 减仓 |
| PGR | PGR | $2.50万 | 0.01% | 129 | 16 | 14.2% | $3,101 | 加仓 |
| WM | WM | $2.50万 | 0.01% | 113 | 3 | 2.7% | $664 | 加仓 |
| SBUX | SBUX | $2.50万 | 0.01% | 280 | 1 | 0.4% | $89 | 加仓 |
| BLK | BLK | $2.40万 | 0.01% | 25 | -3 | -10.7% | -$2,880 | 减仓 |
| AIG | AIG | $2.40万 | 0.01% | 323 | -18 | -5.3% | -$1,337 | 减仓 |
| WDC | WDC | $2.40万 | 0.01% | 90 | -77 | -46.1% | -$2.05万 | 减仓 |
| XYL | XYL | $2.40万 | 0.01% | 207 | -1 | -0.5% | -$116 | 减仓 |
| MET | MET | $2.40万 | 0.01% | 347 | -4 | -1.1% | -$277 | 减仓 |
| ALL | ALL | $2.40万 | 0.01% | 119 | -2 | -1.7% | -$403 | 减仓 |
| PLD | PLD | $2.40万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| SPLV | SPLV | $2.40万 | 0.01% | 332 | 2 | 0.6% | $145 | 加仓 |
| RS | RS | $2.40万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| GEV | GEV | $2.40万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| CMCSA | CMCSA | $2.40万 | 0.01% | 849 | 292 | 52.4% | $8,254 | 加仓 |
| EIX | EIX | $2.40万 | 0.01% | 329 | 63 | 23.7% | $4,596 | 加仓 |
| KHC | KHC | $2.30万 | 0.01% | 1,038 | -338 | -24.6% | -$7,489 | 减仓 |
| INTU | INTU | $2.30万 | 0.01% | 55 | 8 | 17.0% | $3,345 | 加仓 |
| APD | APD | $2.30万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| AWK | AWK | $2.30万 | 0.01% | 173 | 79 | 84.0% | $1.05万 | 加仓 |
| TROW | TROW | $2.20万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| JKHY | JKHY | $2.20万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| PRU | PRU | $2.20万 | 0.01% | 229 | 11 | 5.0% | $1,057 | 加仓 |
| EQT | EQT | $2.20万 | 0.01% | 349 | -82 | -19.0% | -$5,169 | 减仓 |
| ROP | ROP | $2.20万 | 0.01% | 63 | 10 | 18.9% | $3,492 | 加仓 |
| NLY | NLY | $2.20万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| ES | ES | $2.20万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| ADSK | ADSK | $2.20万 | 0.01% | 92 | 20 | 27.8% | $4,783 | 加仓 |
| LOPE | LOPE | $2.20万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| KLAC | KLAC | $2.20万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| KMI | KMI | $2.20万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| CTSH | CTSH | $2.20万 | 0.01% | 363 | 162 | 80.6% | $9,818 | 加仓 |
| LYB | LYB | $2.20万 | 0.01% | 284 | 6 | 2.2% | $465 | 加仓 |
| CRWD | CRWD | $2.10万 | 0.01% | 55 | -1 | -1.8% | -$382 | 减仓 |
| PNC | PNC | $2.10万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| RWJ | RWJ | $2.10万 | 0.01% | 424 | 2 | 0.5% | $99 | 加仓 |
| PPG | PPG | $2.10万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| CAH | CAH | $2.10万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| LMT | LMT | $2.10万 | 0.01% | 35 | 6 | 20.7% | $3,600 | 加仓 |
| CIGI | CIGI | $2.10万 | 0.01% | 200 | 200 | — | $2.10万 | 新建仓 |
| USB | USB | $2.00万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| STT | STT | $2.00万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| IJR | IJR | $2.00万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| CNI | CNI | $2.00万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTRS | VTRS | $2.00万 | 0.01% | 1,486 | 0 | 0.0% | — | 不变 |
| SPOT | SPOT | $1.90万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| PI | PI | $1.90万 | 0.01% | 187 | 51 | 37.5% | $5,182 | 加仓 |
| DG | DG | $1.90万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| HSY | HSY | $1.90万 | 0.01% | 92 | -15 | -14.0% | -$3,098 | 减仓 |
| MAR | MAR | $1.90万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| CTAS | CTAS | $1.90万 | 0.01% | 117 | 22 | 23.2% | $3,573 | 加仓 |
| OMC | OMC | $1.90万 | 0.01% | 264 | 57 | 27.5% | $4,102 | 加仓 |