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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CTVA | $5,000 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MKL | MKL | $5,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DDS | DDS | $5,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RF | RF | $5,000 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| UHAL/B | UHAL.B | $5,000 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PHM | PHM | $5,000 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IP | IP | $5,000 | 0.00% | 135 | 7 | 5.5% | $259 | 加仓 |
| PFG | PFG | $5,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MNST | MNST | $5,000 | 0.00% | 54 | 19 | 54.3% | $1,759 | 加仓 |
| T | T | $4,000 | 0.00% | 213 | -936 | -81.5% | -$1.76万 | 减仓 |
| PLD | PLD | $4,000 | 0.00% | 34 | -155 | -82.0% | -$1.82万 | 减仓 |
| SCHW | SCHW | $4,000 | 0.00% | 53 | -139 | -72.4% | -$1.05万 | 减仓 |
| LKQ | LKQ | $4,000 | 0.00% | 152 | -148 | -49.3% | -$3,895 | 减仓 |
| MOS | MOS | $4,000 | 0.00% | 209 | -77 | -26.9% | -$1,474 | 减仓 |
| ALB | ALB | $4,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA | $4,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LNC | LNC | $4,000 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AER | AER | $4,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CFG | CFG | $4,000 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WMB | WMB | $4,000 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ACGL | ACGL | $4,000 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ORI | ORI | $4,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | FMNY | $4,000 | 0.00% | 179 | 2 | 1.1% | $45 | 加仓 |
| IFF | IFF | $4,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS | $4,000 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| D | D | $4,000 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XYZ | XYZ | $4,000 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KIM | KIM | $4,000 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| APP | APP | $4,000 | 0.00% | 8 | -1 | -11.1% | -$500 | 减仓 |
| — | QRVO | $4,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| INVH | INVH | $4,000 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| LDOS | LDOS | $4,000 | 0.00% | 41 | 33 | 412.5% | $3,220 | 加仓 |
| WCC | WCC | $4,000 | 0.00% | 13 | 13 | — | $4,000 | 新建仓 |
| AGG | AGG | $4,000 | 0.00% | 48 | 48 | — | $4,000 | 新建仓 |
| SFD | SFD | $3,000 | 0.00% | 147 | -75 | -33.8% | -$1,531 | 减仓 |
| GLDM | GLDM | $3,000 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ZBH | ZBH | $3,000 | 0.00% | 44 | -4 | -8.3% | -$273 | 减仓 |
| IQV | IQV | $3,000 | 0.00% | 16 | -11 | -40.7% | -$2,062 | 减仓 |
| ODFL | ODFL | $3,000 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| INCY | INCY | $3,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | EA | $3,000 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY | $3,000 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DLTR | DLTR | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LYV | LYV | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CRBG | CRBG | $3,000 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| IBB | IBB | $3,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CNH | CNH | $3,000 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| PVH | PVH | $3,000 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| KD | KD | $3,000 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| WTW | WTW | $3,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO | $3,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RHI | RHI | $3,000 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| AAP | AAP | $3,000 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CPAY | CPAY | $3,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TT | TT | $3,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CLF | CLF | $3,000 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| RCL | RCL | $3,000 | 0.00% | 10 | 1 | 11.1% | $300 | 加仓 |
| BAX | BAX | $3,000 | 0.00% | 180 | 22 | 13.9% | $367 | 加仓 |
| IRM | IRM | $3,000 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CHTR | CHTR | $3,000 | 0.00% | 26 | 13 | 100.0% | $1,500 | 加仓 |
| CCL | CCL | $3,000 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VRT | VRT | $3,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RL | RL | $3,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BA | BA | $3,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VMC | VMC | $3,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SPG | SPG | $3,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RIVN | RIVN | $3,000 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| MAN | MAN | $3,000 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SCHA | SCHA | $3,000 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| HRL | HRL | $3,000 | 0.00% | 124 | 84 | 210.0% | $2,032 | 加仓 |
| VSNT | VSNT | $3,000 | 0.00% | 111 | 111 | — | $3,000 | 新建仓 |
| IR | IR | $2,000 | 0.00% | 28 | -29 | -50.9% | -$2,071 | 减仓 |
| SHEL | SHEL | $2,000 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KMX | KMX | $2,000 | 0.00% | 39 | -45 | -53.6% | -$2,308 | 减仓 |
| VFC | VFC | $2,000 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| CNP | CNP | $2,000 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DTE | DTE | $2,000 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WEC | WEC | $2,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PBF | PBF | $2,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PPL | PPL | $2,000 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CAR | CAR | $2,000 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AN | AN | $2,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EVRG | EVRG | $2,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| UNM | UNM | $2,000 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NRG | NRG | $2,000 | 0.00% | 17 | -1 | -5.6% | -$118 | 减仓 |
| RGA | RGA | $2,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JLL | JLL | $2,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LUMN | LUMN | $2,000 | 0.00% | 369 | 0 | 0.0% | — | 不变 |
| — | SFGYY | $2,000 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| SWKS | SWKS | $2,000 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SNOW | SNOW | $2,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IBKR | IBKR | $2,000 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AFG | AFG | $2,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| FCNCA | FCNCA | $2,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HOOD | HOOD | $2,000 | 0.00% | 21 | 3 | 16.7% | $286 | 加仓 |
| AXON | AXON | $2,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NWS | NWS | $2,000 | 0.00% | 84 | 41 | 95.3% | $976 | 加仓 |
| LAD | LAD | $2,000 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TAP | TAP | $2,000 | 0.00% | 72 | 62 | 620.0% | $1,722 | 加仓 |
| EXE | EXE | $2,000 | 0.00% | 27 | 27 | — | $2,000 | 新建仓 |