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 |
|---|---|---|---|---|---|---|---|---|
| HUM | HUM | $4.20万 | 0.01% | 108 | 14 | 14.9% | $5,444 | 加仓 |
| XLP | XLP | $4.10万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AFL | AFL | $4.10万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| CRWD | CRWD | $4.10万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| XOP | XOP | $4.00万 | 0.01% | 259 | 1 | 0.4% | $154 | 加仓 |
| SRE | SRE | $4.00万 | 0.01% | 439 | 78 | 21.6% | $7,107 | 加仓 |
| GIS | GIS | $4.00万 | 0.01% | 1,154 | 742 | 180.1% | $2.57万 | 加仓 |
| AZN | AZN | $3.90万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| CHD | CHD | $3.90万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| CBU | CBU | $3.90万 | 0.01% | 583 | 4 | 0.7% | $268 | 加仓 |
| DIS | DIS | $3.80万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| IQLT | IQLT | $3.80万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| VRTX | VRTX | $3.80万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| VO | VO | $3.80万 | 0.01% | 476 | 0 | 0.0% | — | 不变 |
| GAPR | GAPR | $3.80万 | 0.01% | 924 | 924 | — | $3.80万 | 新建仓 |
| — | NTDOY | $3.70万 | 0.01% | 3,533 | 288 | 8.9% | $3,016 | 加仓 |
| EBAY | EBAY | $3.70万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| BKR | BKR | $3.60万 | 0.01% | 658 | -62 | -8.6% | -$3,392 | 减仓 |
| O | O | $3.60万 | 0.01% | 581 | 92 | 18.8% | $5,701 | 加仓 |
| TMO | TMO | $3.50万 | 0.01% | 70 | -1 | -1.4% | -$500 | 减仓 |
| FNV | FNV | $3.30万 | 0.01% | 162 | -3 | -1.8% | -$611 | 减仓 |
| KLAC | KLAC | $3.30万 | 0.01% | 112 | -38 | -25.3% | -$1.12万 | 减仓 |
| BRO | BRO | $3.20万 | 0.01% | 511 | 5 | 1.0% | $313 | 加仓 |
| AEP | AEP | $3.20万 | 0.01% | 241 | 1 | 0.4% | $133 | 加仓 |
| HWM | HWM | $3.20万 | 0.01% | 120 | -12 | -9.1% | -$3,200 | 减仓 |
| CP | CP | $3.20万 | 0.01% | 375 | 0 | 0.0% | — | 不变 |
| BIIB | BIIB | $3.20万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| GEV | GEV | $3.20万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| KHC | KHC | $3.20万 | 0.01% | 1,366 | 328 | 31.6% | $7,684 | 加仓 |
| HAL | HAL | $3.10万 | 0.01% | 922 | 0 | 0.0% | — | 不变 |
| PGR | PGR | $3.10万 | 0.01% | 142 | 13 | 10.1% | $2,838 | 加仓 |
| APD | APD | $3.10万 | 0.01% | 108 | 26 | 31.7% | $7,463 | 加仓 |
| TSCO | TSCO | $3.00万 | 0.01% | 963 | -289 | -23.1% | -$9,003 | 减仓 |
| ATO | ATO | $3.00万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| AJG | AJG | $3.00万 | 0.01% | 132 | 1 | 0.8% | $227 | 加仓 |
| KO | KO | $3.00万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| DINO | DINO | $3.00万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| WELL | WELL | $3.00万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| HBAN | HBAN | $3.00万 | 0.01% | 1,695 | 0 | 0.0% | — | 不变 |
| MAR | MAR | $3.00万 | 0.01% | 81 | 20 | 32.8% | $7,407 | 加仓 |
| FDX | FDX | $2.90万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| MSI | MSI | $2.90万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| MET | MET | $2.90万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| BDX | BDX | $2.80万 | 0.01% | 188 | -5 | -2.6% | -$745 | 减仓 |
| PEG | PEG | $2.80万 | 0.01% | 351 | 0 | 0.0% | — | 不变 |
| EFV | EFV | $2.80万 | 0.01% | 371 | 10 | 2.8% | $755 | 加仓 |
| SBUX | SBUX | $2.80万 | 0.01% | 281 | 1 | 0.4% | $100 | 加仓 |
| ALL | ALL | $2.80万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| TROW | TROW | $2.80万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| STX | STX | $2.80万 | 0.01% | 30 | -10 | -25.0% | -$9,333 | 减仓 |
| PFE | PFE | $2.70万 | 0.01% | 1,154 | -112 | -8.8% | -$2,620 | 减仓 |
| EWJV | EWJV | $2.70万 | 0.01% | 626 | -16 | -2.5% | -$690 | 减仓 |
| STT | STT | $2.70万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| BND | BND | $2.60万 | 0.01% | 357 | -528 | -59.7% | -$3.85万 | 减仓 |
| RSG | RSG | $2.60万 | 0.01% | 124 | -34 | -21.5% | -$7,129 | 减仓 |
| AWK | AWK | $2.60万 | 0.01% | 205 | 32 | 18.5% | $4,059 | 加仓 |
| PI | PI | $2.60万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| NEM | NEM | $2.60万 | 0.01% | 287 | 170 | 145.3% | $1.54万 | 加仓 |
| MRVL | MRVL | $2.60万 | 0.01% | 89 | 3 | 3.5% | $876 | 加仓 |
| TSN | TSN | $2.50万 | 0.01% | 441 | 0 | 0.0% | — | 不变 |
| EFAV | EFAV | $2.50万 | 0.01% | 291 | 5 | 1.7% | $430 | 加仓 |
| WM | WM | $2.50万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| SPLV | SPLV | $2.50万 | 0.01% | 334 | 2 | 0.6% | $150 | 加仓 |
| BLK | BLK | $2.50万 | 0.01% | 26 | 1 | 4.0% | $962 | 加仓 |
| PNC | PNC | $2.50万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| RWJ | RWJ | $2.50万 | 0.01% | 425 | 1 | 0.2% | $59 | 加仓 |
| ADBE | ADBE | $2.40万 | 0.01% | 121 | -6 | -4.7% | -$1,190 | 减仓 |
| XYL | XYL | $2.40万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| EIX | EIX | $2.40万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| PRU | PRU | $2.40万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| CAH | CAH | $2.40万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| PPG | PPG | $2.40万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| SPGI | SPGI | $2.40万 | 0.01% | 59 | 23 | 63.9% | $9,356 | 加仓 |
| PODD | PODD | $2.40万 | 0.01% | 163 | 96 | 143.3% | $1.41万 | 加仓 |
| HCA | HCA | $2.40万 | 0.01% | 62 | 51 | 463.6% | $1.97万 | 加仓 |
| MCK | MCK | $2.30万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| TEL | TEL | $2.30万 | 0.01% | 119 | -1 | -0.8% | -$193 | 减仓 |
| AIG | AIG | $2.30万 | 0.01% | 310 | -13 | -4.0% | -$965 | 减仓 |
| NLY | NLY | $2.30万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| ES | ES | $2.30万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| IJR | IJR | $2.30万 | 0.01% | 161 | 1 | 0.6% | $143 | 加仓 |
| USB | USB | $2.30万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| CNI | CNI | $2.30万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VTRS | VTRS | $2.30万 | 0.01% | 1,486 | 0 | 0.0% | — | 不变 |
| DHI | DHI | $2.30万 | 0.01% | 142 | 67 | 89.3% | $1.09万 | 加仓 |
| NLR | NLR | $2.20万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| CDNS | CDNS | $2.20万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| LH | LH | $2.20万 | 0.01% | 82 | 22 | 36.7% | $5,902 | 加仓 |
| DOW | DOW | $2.10万 | 0.01% | 803 | -90 | -10.1% | -$2,354 | 减仓 |
| EOG | EOG | $2.10万 | 0.01% | 164 | -21 | -11.4% | -$2,689 | 减仓 |
| BR | BR | $2.10万 | 0.01% | 154 | -3 | -1.9% | -$409 | 减仓 |
| KMI | KMI | $2.10万 | 0.01% | 661 | 0 | 0.0% | — | 不变 |
| STLD | STLD | $2.10万 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| GEN | GEN | $2.10万 | 0.01% | 877 | 196 | 28.8% | $4,693 | 加仓 |
| SOXX | SOXX | $2.10万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| F | F | $2.00万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| NTAP | NTAP | $2.00万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| FTNT | FTNT | $2.00万 | 0.00% | 132 | -3 | -2.2% | -$455 | 减仓 |
| SCCO | SCCO | $1.90万 | 0.00% | 111 | -48 | -30.2% | -$8,216 | 减仓 |
| INTU | INTU | $1.90万 | 0.00% | 76 | 21 | 38.2% | $5,250 | 加仓 |