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 |
|---|---|---|---|---|---|---|---|---|
| FLUT | FLUT | $2,000 | 0.00% | 22 | 11 | 100.0% | $1,000 | 重新持有 |
| CHRW | CHRW | $1,000 | 0.00% | 6 | -41 | -87.2% | -$6,833 | 减仓 |
| TMUS | TMUS | $1,000 | 0.00% | 11 | -19 | -63.3% | -$1,727 | 减仓 |
| CE | CE | $1,000 | 0.00% | 35 | -25 | -41.7% | -$714 | 减仓 |
| LVS | LVS | $1,000 | 0.00% | 32 | -33 | -50.8% | -$1,031 | 减仓 |
| THO | THO | $1,000 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WLK | WLK | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HUBS | HUBS | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMN | EMN | $1,000 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AEE | AEE | $1,000 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EG | EG | $1,000 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OMF | OMF | $1,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SWK | SWK | $1,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| UTHR | UTHR | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FNF | FNF | $1,000 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MPWR | MPWR | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN | $1,000 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PKG | PKG | $1,000 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WY | WY | $1,000 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FIX | FIX | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TDG | TDG | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XEL | XEL | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VST | VST | $1,000 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UAL | UAL | $1,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BHF | BHF | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LNT | LNT | $1,000 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ZION | ZION | $1,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GT | GT | $1,000 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| HII | HII | $1,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MELI | MELI | $1,000 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WTRG | WTRG | $1,000 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CASY | CASY | $1,000 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MKC.V | $1,000 | 0.00% | 25 | 22 | 733.3% | $880 | 加仓 |
| MHK | MHK | $1,000 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| YUM | YUM | $1,000 | 0.00% | 10 | 5 | 100.0% | $500 | 加仓 |
| PAG | PAG | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| FDXF | FDXF | $1,000 | 0.00% | 12 | 12 | — | $1,000 | 新建仓 |
| — | BATRK | $0 | 0.00% | 0 | -1,761 | -100.0% | -$7.50万 | 清仓 |
| SITE | SITE | $0 | 0.00% | 0 | -117 | -100.0% | -$1.50万 | 清仓 |
| NVR | NVR | $0 | 0.00% | 0 | -2 | -100.0% | -$1.30万 | 清仓 |
| — | HON | $0 | 0.00% | 0 | -53 | -100.0% | -$1.20万 | 清仓 |
| — | DD | $0 | 0.00% | 0 | -81 | -100.0% | -$1.10万 | 清仓 |
| — | BLD | $0 | 0.00% | 0 | -22 | -100.0% | -$7,000 | 清仓 |
| — | HOLX | $0 | 0.00% | 0 | -54 | -100.0% | -$4,000 | 清仓 |
| SW | SW | $0 | 0.00% | 0 | -84 | -100.0% | -$3,000 | 清仓 |
| PNR | PNR | $0 | 0.00% | 0 | -38 | -100.0% | -$3,000 | 清仓 |
| ICLR | ICLR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,000 | 清仓 |
| DXC | DXC | $0 | 0.00% | 100 | -63 | -38.7% | — | 减仓 |
| FMC | FMC | $0 | 0.00% | 0 | -167 | -100.0% | -$2,000 | 清仓 |
| GAP | GAP | $0 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| J | J | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| OVV | OVV | $0 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TYL | TYL | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CRUS | CRUS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| RFV | RFV | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| HUN | HUN | $0 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CVNA | CVNA | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COHR | COHR | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IUSB | IUSB | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| VWO | VWO | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | TXXD | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CTRA | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| FANG | FANG | $0 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SOLS | SOLS | $0 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SHW | SHW | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RMD | RMD | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GLD | GLD | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| IEF | IEF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| WHR | WHR | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ALNY | ALNY | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CIBR | CIBR | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| TLT | TLT | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| FG | FG | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DPZ | DPZ | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| CLS | CLS | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| QTUM | QTUM | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | SNVP | $0 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| PCG | PCG | $0 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | ACB | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| A | A | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALGN | ALGN | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| RHHBY | RHHBY | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| RNR | RNR | $0 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VNQ | VNQ | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| U | U | $0 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | EWD | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| P | P | $0 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CPNG | CPNG | $0 | 0.00% | 34 | -14 | -29.2% | — | 减仓 |
| KKR | KKR | $0 | 0.00% | 4 | -5 | -55.6% | — | 减仓 |
| GRMN | GRMN | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | QQQU | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| SBAC | SBAC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| RRX | RRX | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| ARES | ARES | $0 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| COO | COO | $0 | 0.00% | 5 | 1 | 25.0% | — | 加仓 |
| RVTY | RVTY | $0 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | 931CVR013 | $0 | 0.00% | 1,293 | 0 | 0.0% | — | 不变 |
| IVV | IVV | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| NI | NI | $0 | 0.00% | 18 | 0 | 0.0% | — | 不变 |