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 |
|---|---|---|---|---|---|---|---|---|
| JKHY | JKHY | $1.90万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CTAS | CTAS | $1.90万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| TFC | TFC | $1.90万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| DFEB | DFEB | $1.90万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| IWF | IWF | $1.90万 | 0.00% | 157 | 1 | 0.6% | $121 | 加仓 |
| BKNG | BKNG | $1.90万 | 0.00% | 107 | 7 | 7.0% | $1,243 | 加仓 |
| KMB | KMB | $1.90万 | 0.00% | 180 | 31 | 20.8% | $3,272 | 加仓 |
| GE | GE | $1.90万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AMT | AMT | $1.80万 | 0.00% | 113 | -54 | -32.3% | -$8,602 | 减仓 |
| EQT | EQT | $1.80万 | 0.00% | 350 | 1 | 0.3% | $51 | 加仓 |
| LOPE | LOPE | $1.80万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ADSK | ADSK | $1.80万 | 0.00% | 94 | 2 | 2.2% | $383 | 加仓 |
| CIGI | CIGI | $1.80万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DG | DG | $1.80万 | 0.00% | 163 | 2 | 1.2% | $221 | 加仓 |
| SPOT | SPOT | $1.80万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MKC | MKC | $1.80万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| NXT | NXT | $1.80万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| CMG | CMG | $1.80万 | 0.00% | 534 | -33 | -5.8% | -$1,112 | 减仓 |
| WKC | WKC | $1.80万 | 0.00% | 561 | -237 | -29.7% | -$7,604 | 减仓 |
| NNI | NNI | $1.80万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| FCX | FCX | $1.80万 | 0.00% | 298 | 1 | 0.3% | $60 | 加仓 |
| PM | PM | $1.80万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| NKE | NKE | $1.80万 | 0.00% | 461 | 239 | 107.7% | $9,332 | 加仓 |
| BG | BG | $1.80万 | 0.00% | 171 | 133 | 350.0% | $1.40万 | 加仓 |
| CMI | CMI | $1.70万 | 0.00% | 24 | -9 | -27.3% | -$6,375 | 减仓 |
| TTC | TTC | $1.70万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| — | DJUN | $1.70万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| DGX | DGX | $1.70万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SYF | SYF | $1.70万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| MLI | MLI | $1.70万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| OEF | OEF | $1.70万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TSM | TSM | $1.70万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DOX | DOX | $1.70万 | 0.00% | 356 | 279 | 362.3% | $1.33万 | 加仓 |
| RS | RS | $1.60万 | 0.00% | 45 | -35 | -43.8% | -$1.24万 | 减仓 |
| OMC | OMC | $1.60万 | 0.00% | 227 | -37 | -14.0% | -$2,608 | 减仓 |
| HSY | HSY | $1.60万 | 0.00% | 91 | -1 | -1.1% | -$176 | 减仓 |
| — | 06053U601 | $1.60万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| HIG | HIG | $1.60万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| NVO | NVO | $1.60万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| ABNB | ABNB | $1.60万 | 0.00% | 112 | 68 | 154.5% | $9,714 | 加仓 |
| URA | URA | $1.50万 | 0.00% | 355 | -200 | -36.0% | -$8,451 | 减仓 |
| XLE | XLE | $1.50万 | 0.00% | 286 | 2 | 0.7% | $105 | 加仓 |
| JCI | JCI | $1.50万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VTR | VTR | $1.50万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FDS | FDS | $1.50万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WAB | WAB | $1.50万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AME | AME | $1.50万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| USFD | USFD | $1.50万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| NDSN | NDSN | $1.50万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PWR | PWR | $1.50万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LYB | LYB | $1.40万 | 0.00% | 268 | -16 | -5.6% | -$836 | 减仓 |
| LMT | LMT | $1.40万 | 0.00% | 29 | -6 | -17.1% | -$2,897 | 减仓 |
| ORLY | ORLY | $1.40万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| DLR | DLR | $1.40万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PCAR | PCAR | $1.40万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| — | CRH | $1.40万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| IWD | IWD | $1.40万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NUE | NUE | $1.40万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CAG | CAG | $1.40万 | 0.00% | 1,105 | 600 | 118.8% | $7,602 | 加仓 |
| LEN/B | LEN.B | $1.40万 | 0.00% | 162 | 160 | 8,000.0% | $1.38万 | 加仓 |
| NOW | NOW | $1.30万 | 0.00% | 132 | -17 | -11.4% | -$1,674 | 减仓 |
| — | WBD | $1.30万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| TER | TER | $1.30万 | 0.00% | 28 | -15 | -34.9% | -$6,964 | 减仓 |
| CPER | CPER | $1.30万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MGK | MGK | $1.30万 | 0.00% | 149 | 4 | 2.8% | $349 | 加仓 |
| Q | Q | $1.30万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| EQIX | EQIX | $1.30万 | 0.00% | 13 | 4 | 44.4% | $4,000 | 加仓 |
| HPQ | HPQ | $1.30万 | 0.00% | 602 | 231 | 62.3% | $4,988 | 加仓 |
| SNDK | SNDK | $1.30万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CI | CI | $1.20万 | 0.00% | 45 | -99 | -68.8% | -$2.64万 | 减仓 |
| NOC | NOC | $1.20万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MRSH | MRSH | $1.20万 | 0.00% | 74 | -15 | -16.9% | -$2,432 | 减仓 |
| FOX | FOX | $1.20万 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| — | 694308503 | $1.20万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | AMCR | $1.20万 | 0.00% | 280 | -46 | -14.1% | -$1,971 | 减仓 |
| SNPS | SNPS | $1.20万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FITB | FITB | $1.20万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| VTV | VTV | $1.20万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MDLZ | MDLZ | $1.20万 | 0.00% | 214 | 69 | 47.6% | $3,869 | 加仓 |
| ON | ON | $1.20万 | 0.00% | 130 | 48 | 58.5% | $4,431 | 加仓 |
| GFEB | GFEB | $1.20万 | 0.00% | 273 | 273 | — | $1.20万 | 新建仓 |
| CTSH | CTSH | $1.10万 | 0.00% | 306 | -57 | -15.7% | -$2,049 | 减仓 |
| CME | CME | $1.10万 | 0.00% | 52 | -5 | -8.8% | -$1,058 | 减仓 |
| COP | COP | $1.10万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| WDAY | WDAY | $1.10万 | 0.00% | 93 | -11 | -10.6% | -$1,301 | 减仓 |
| AON | AON | $1.10万 | 0.00% | 36 | -1 | -2.7% | -$306 | 减仓 |
| EXR | EXR | $1.10万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IBDR | IBDR | $1.10万 | 0.00% | 457 | 4 | 0.9% | $96 | 加仓 |
| XLB | XLB | $1.10万 | 0.00% | 217 | 1 | 0.5% | $51 | 加仓 |
| SSNC | SSNC | $1.10万 | 0.00% | 180 | 59 | 48.8% | $3,606 | 加仓 |
| M | M | $1.10万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| MOH | MOH | $1.10万 | 0.00% | 51 | -2 | -3.8% | -$431 | 减仓 |
| ICE | ICE | $1.00万 | 0.00% | 88 | -4 | -4.3% | -$455 | 减仓 |
| AKAM | AKAM | $1.00万 | 0.00% | 89 | -13 | -12.7% | -$1,461 | 减仓 |
| BX | BX | $1.00万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MEAR | MEAR | $1.00万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IVZ | IVZ | $1.00万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| VMRK | EQR | $1.00万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| WAT | WAT | $1.00万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BWA | BWA | $1.00万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |