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 |
|---|---|---|---|---|---|---|---|---|
| — | AVB | $1.00万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| KDP | KDP | $1.00万 | 0.00% | 320 | -6 | -1.8% | -$188 | 减仓 |
| — | SIRI | $1.00万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| PSA | PSA | $1.00万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | ANET | $1.00万 | 0.00% | 63 | 2 | 3.3% | $317 | 加仓 |
| ROK | ROK | $1.00万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MCHP | MCHP | $1.00万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| ARW | ARW | $1.00万 | 0.00% | 49 | 28 | 133.3% | $5,714 | 加仓 |
| — | DD | $1.00万 | 0.00% | 81 | -163 | -66.8% | -$2.01万 | 重新持有 |
| FISV | FISV | $9,000 | 0.00% | 187 | -109 | -36.8% | -$5,246 | 减仓 |
| DVN | DVN | $9,000 | 0.00% | 235 | -12 | -4.9% | -$460 | 减仓 |
| IT | IT | $9,000 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| UBER | UBER | $9,000 | 0.00% | 125 | -35 | -21.9% | -$2,520 | 减仓 |
| CEG | CEG | $9,000 | 0.00% | 37 | -2 | -5.1% | -$486 | 减仓 |
| XAR | XAR | $9,000 | 0.00% | 35 | -3 | -7.9% | -$771 | 减仓 |
| DRI | DRI | $9,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| INDA | INDA | $9,000 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| TPR | TPR | $9,000 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FCNCB | $9,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FAST | FAST | $9,000 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CINF | CINF | $9,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ZM | ZM | $9,000 | 0.00% | 113 | 10 | 9.7% | $796 | 加仓 |
| DOV | DOV | $9,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| GWW | GWW | $9,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DASH | DASH | $9,000 | 0.00% | 49 | 2 | 4.3% | $367 | 加仓 |
| KSS | KSS | $9,000 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| JBL | JBL | $9,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ILMN | ILMN | $9,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| KR | KR | $9,000 | 0.00% | 163 | 71 | 77.2% | $3,920 | 加仓 |
| BEN | BEN | $9,000 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| SJM | SJM | $9,000 | 0.00% | 82 | 10 | 13.9% | $1,098 | 加仓 |
| ACI | ACI | $9,000 | 0.00% | 727 | 393 | 117.7% | $4,865 | 加仓 |
| FLEX | FLEX | $9,000 | 0.00% | 56 | -21 | -27.3% | -$3,375 | 减仓 |
| KVUE | KVUE | $9,000 | 0.00% | 476 | 246 | 107.0% | $4,651 | 加仓 |
| CF | CF | $8,000 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CCI | CCI | $8,000 | 0.00% | 106 | -24 | -18.5% | -$1,811 | 减仓 |
| FPI | FPI | $8,000 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| UGI | UGI | $8,000 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| ARE | ARE | $8,000 | 0.00% | 152 | -15 | -9.0% | -$789 | 减仓 |
| ETN | ETN | $8,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EW | EW | $8,000 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VYMI | VYMI | $8,000 | 0.00% | 83 | 1 | 1.2% | $96 | 加仓 |
| CSX | CSX | $8,000 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| NTRS | NTRS | $8,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RDVY | RDVY | $8,000 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| DOC | DOC | $8,000 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| JBHT | JBHT | $8,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CARR | CARR | $8,000 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CPB | CPB | $8,000 | 0.00% | 401 | 128 | 46.9% | $2,554 | 加仓 |
| FIS | FIS | $7,000 | 0.00% | 203 | -87 | -30.0% | -$3,000 | 减仓 |
| WRB | WRB | $7,000 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NXST | NXST | $7,000 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MOAT | MOAT | $7,000 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SOLV | SOLV | $7,000 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BALL | BALL | $7,000 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SNA | SNA | $7,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EXPD | EXPD | $7,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| KEYS | KEYS | $7,000 | 0.00% | 21 | 3 | 16.7% | $1,000 | 加仓 |
| KNX | KNX | $7,000 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| QQQM | QQQM | $7,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STE | STE | $7,000 | 0.00% | 34 | 18 | 112.5% | $3,706 | 加仓 |
| UHS | UHS | $7,000 | 0.00% | 50 | 50 | — | $7,000 | 新建仓 |
| CMCSA | CMCSA | $6,000 | 0.00% | 247 | -602 | -70.9% | -$1.46万 | 减仓 |
| BSX | BSX | $6,000 | 0.00% | 145 | -48 | -24.9% | -$1,986 | 减仓 |
| MAA | MAA | $6,000 | 0.00% | 46 | -25 | -35.2% | -$3,261 | 减仓 |
| OXY | OXY | $6,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GPC | GPC | $6,000 | 0.00% | 52 | -15 | -22.4% | -$1,731 | 减仓 |
| ELE | ELE | $6,000 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| NDAQ | NDAQ | $6,000 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GPN | GPN | $6,000 | 0.00% | 87 | -31 | -26.3% | -$2,138 | 减仓 |
| EXPE | EXPE | $6,000 | 0.00% | 27 | -1 | -3.6% | -$222 | 减仓 |
| AMP | AMP | $6,000 | 0.00% | 14 | -1 | -6.7% | -$429 | 减仓 |
| MLM | MLM | $6,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE | $6,000 | 0.00% | 48 | -2 | -4.0% | -$250 | 减仓 |
| LEA | LEA | $6,000 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SO | SO | $6,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XMLV | XMLV | $6,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DUK | DUK | $6,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BF/B | BF.B | $6,000 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SE | SE | $6,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SCHX | SCHX | $6,000 | 0.00% | 227 | 1 | 0.4% | $26 | 加仓 |
| BBY | BBY | $6,000 | 0.00% | 82 | -6 | -6.8% | -$439 | 减仓 |
| APO | APO | $6,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TWLO | TWLO | $6,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FRDM | FRDM | $6,000 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| DVA | DVA | $6,000 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LEN | LEN | $6,000 | 0.00% | 70 | 22 | 45.8% | $1,886 | 加仓 |
| SNX | SNX | $6,000 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PPC | PPC | $6,000 | 0.00% | 217 | 178 | 456.4% | $4,922 | 加仓 |
| STZ | STZ | $5,000 | 0.00% | 36 | -27 | -42.9% | -$3,750 | 减仓 |
| KEY | KEY | $5,000 | 0.00% | 245 | -150 | -38.0% | -$3,061 | 减仓 |
| ZTS | ZTS | $5,000 | 0.00% | 74 | 13 | 21.3% | $878 | 加仓 |
| PLTR | PLTR | $5,000 | 0.00% | 44 | -7 | -13.7% | -$795 | 减仓 |
| GEHC | GEHC | $5,000 | 0.00% | 89 | -18 | -16.8% | -$1,011 | 减仓 |
| RJF | RJF | $5,000 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ADM | ADM | $5,000 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| EL | EL | $5,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| COWZ | COWZ | $5,000 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| HSIC | HSIC | $5,000 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| PH | PH | $5,000 | 0.00% | 6 | 0 | 0.0% | — | 不变 |