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 |
|---|---|---|---|---|---|---|---|---|
| BINC | BINC | $3,951.30万 | 9.81% | 754,941 | 8,212 | 1.1% | $42.98万 | 加仓 |
| VTI | VTI | $3,132.20万 | 7.78% | 84,645 | 62 | 0.1% | $2.29万 | 加仓 |
| DJUL | DJUL | $2,957.90万 | 7.34% | 589,876 | -29,362 | -4.7% | -$147.23万 | 减仓 |
| — | YDEC | $2,200.70万 | 5.46% | 798,972 | -3,379 | -0.4% | -$9.31万 | 减仓 |
| VOO | VOO | $1,994.20万 | 4.95% | 29,036 | -220 | -0.8% | -$15.11万 | 减仓 |
| VXUS | VXUS | $1,827.90万 | 4.54% | 213,815 | 164 | 0.1% | $1.40万 | 加仓 |
| SCHB | SCHB | $1,569.50万 | 3.90% | 541,958 | -2,106 | -0.4% | -$6.10万 | 减仓 |
| CVLC | CVLC | $1,412.40万 | 3.51% | 149,517 | -44,594 | -23.0% | -$421.25万 | 减仓 |
| DOCT | DOCT | $1,327.50万 | 3.30% | 284,386 | -1,790 | -0.6% | -$8.36万 | 减仓 |
| VSGX | VSGX | $1,145.20万 | 2.84% | 139,089 | -18,520 | -11.8% | -$152.49万 | 减仓 |
| SCHI | SCHI | $1,071.80万 | 2.66% | 473,448 | 5,839 | 1.2% | $13.22万 | 加仓 |
| PAVE | PAVE | $989.70万 | 2.46% | 167,987 | -331 | -0.2% | -$1.95万 | 减仓 |
| LLY | LLY | $978.60万 | 2.43% | 8,159 | -1,552 | -16.0% | -$186.15万 | 减仓 |
| DNOV | DNOV | $953.10万 | 2.37% | 185,611 | -284 | -0.2% | -$1.46万 | 减仓 |
| VUG | VUG | $947.80万 | 2.35% | 110,032 | -1,268 | -1.1% | -$10.92万 | 减仓 |
| CAT | CAT | $927.70万 | 2.30% | 8,711 | -1,949 | -18.3% | -$207.56万 | 减仓 |
| MDT | MDT | $819.00万 | 2.03% | 104,699 | 184 | 0.2% | $1.44万 | 加仓 |
| — | VEXC | $755.10万 | 1.87% | 78,640 | -530 | -0.7% | -$5.09万 | 减仓 |
| MINT | MINT | $744.00万 | 1.85% | 73,805 | 160 | 0.2% | $1.61万 | 加仓 |
| VIG | VIG | $706.20万 | 1.75% | 29,849 | -270 | -0.9% | -$6.39万 | 减仓 |
| BRK/B | BRK.B | $653.90万 | 1.62% | 13,069 | -69 | -0.5% | -$3.45万 | 减仓 |
| AAPL | AAPL | $620.90万 | 1.54% | 21,460 | 103 | 0.5% | $2.98万 | 加仓 |
| — | MUNY | $602.00万 | 1.49% | 57,890 | 53,011 | 1,086.5% | $551.26万 | 加仓 |
| — | YMAR | $440.90万 | 1.09% | 153,873 | -394 | -0.3% | -$1.13万 | 减仓 |
| AVGO | AVGO | $372.20万 | 0.92% | 9,855 | -43 | -0.4% | -$1.62万 | 减仓 |
| DSEP | DSEP | $354.90万 | 0.88% | 74,812 | 0 | 0.0% | — | 不变 |
| FAPR | FAPR | $339.70万 | 0.84% | 72,699 | -3,159 | -4.2% | -$14.76万 | 减仓 |
| GOOGL | GOOGL | $320.40万 | 0.80% | 8,967 | -93 | -1.0% | -$3.32万 | 减仓 |
| GOOG | GOOG | $312.00万 | 0.77% | 8,830 | 77 | 0.9% | $2.72万 | 加仓 |
| GJAN | GJAN | $309.90万 | 0.77% | 68,836 | 0 | 0.0% | — | 不变 |
| VGK | VGK | $307.90万 | 0.76% | 34,775 | 58 | 0.2% | $5,135 | 加仓 |
| AMZN | AMZN | $233.70万 | 0.58% | 9,806 | 0 | 0.0% | — | 不变 |
| CLOA | CLOA | $230.50万 | 0.57% | 44,422 | 43,855 | 7,734.6% | $227.56万 | 加仓 |
| PANW | PANW | $202.60万 | 0.50% | 5,942 | -1,400 | -19.1% | -$47.73万 | 减仓 |
| DELL | DELL | $186.00万 | 0.46% | 4,311 | 11 | 0.3% | $4,746 | 加仓 |
| VBIL | VBIL | $183.60万 | 0.46% | 24,272 | 24,272 | — | $183.60万 | 新建仓 |
| IEI | IEI | $157.70万 | 0.39% | 13,434 | 92 | 0.7% | $1.08万 | 加仓 |
| DMAY | DMAY | $155.40万 | 0.39% | 32,998 | 0 | 0.0% | — | 不变 |
| MLN | MLN | $153.50万 | 0.38% | 86,344 | 632 | 0.7% | $1.12万 | 加仓 |
| BRK/A | BRK.A | $149.70万 | 0.37% | 2 | 0 | 0.0% | — | 不变 |
| MGV | MGV | $141.70万 | 0.35% | 8,670 | 29 | 0.3% | $4,740 | 加仓 |
| MSFT | MSFT | $130.70万 | 0.32% | 3,506 | -71 | -2.0% | -$2.65万 | 减仓 |
| VTEB | VTEB | $120.20万 | 0.30% | 23,780 | 167 | 0.7% | $8,441 | 加仓 |
| NVDA | NVDA | $118.40万 | 0.29% | 5,918 | -2 | -0.0% | -$400 | 减仓 |
| APH | APH | $95.70万 | 0.24% | 5,427 | 1 | 0.0% | $176 | 加仓 |
| SCHG | SCHG | $92.00万 | 0.23% | 27,198 | -511 | -1.8% | -$1.73万 | 减仓 |
| JPM | JPM | $85.60万 | 0.21% | 2,616 | 41 | 1.6% | $1.34万 | 加仓 |
| MU | MU | $69.50万 | 0.17% | 602 | -270 | -31.0% | -$31.17万 | 减仓 |
| WMT | WMT | $68.30万 | 0.17% | 6,030 | 312 | 5.5% | $3.53万 | 加仓 |
| DDEC | DDEC | $59.70万 | 0.15% | 12,616 | 0 | 0.0% | — | 不变 |
| IHI | IHI | $57.50万 | 0.14% | 11,655 | -108 | -0.9% | -$5,328 | 减仓 |
| FNOV | FNOV | $56.80万 | 0.14% | 9,715 | 0 | 0.0% | — | 不变 |
| CL | CL | $54.90万 | 0.14% | 5,997 | -32 | -0.5% | -$2,929 | 减仓 |
| SCHF | SCHF | $53.80万 | 0.13% | 19,439 | 19 | 0.1% | $526 | 加仓 |
| SGOV | SGOV | $51.00万 | 0.13% | 5,073 | -268 | -5.0% | -$2.69万 | 减仓 |
| ABBV | ABBV | $47.20万 | 0.12% | 1,878 | -4 | -0.2% | -$1,005 | 减仓 |
| NFLX | NFLX | $44.30万 | 0.11% | 6,213 | 253 | 4.2% | $1.80万 | 加仓 |
| XLK | XLK | $43.90万 | 0.11% | 2,308 | 1 | 0.0% | $190 | 加仓 |
| FMB | FMB | $40.60万 | 0.10% | 7,904 | 14 | 0.2% | $719 | 加仓 |
| GDEC | GDEC | $40.30万 | 0.10% | 10,126 | 0 | 0.0% | — | 不变 |
| INTC | INTC | $40.20万 | 0.10% | 2,885 | -433 | -13.1% | -$6.03万 | 减仓 |
| VGT | VGT | $36.00万 | 0.09% | 3,016 | 0 | 0.0% | — | 不变 |
| RSP | RSP | $31.60万 | 0.08% | 1,488 | 2 | 0.1% | $425 | 加仓 |
| JNJ | JNJ | $30.60万 | 0.08% | 1,205 | 47 | 4.1% | $1.19万 | 加仓 |
| QQQ | QQQ | $30.50万 | 0.08% | 415 | 0 | 0.0% | — | 不变 |
| — | QCOC | $30.20万 | 0.07% | 12,643 | 0 | 0.0% | — | 不变 |
| ABT | ABT | $28.30万 | 0.07% | 3,123 | 365 | 13.2% | $3.31万 | 加仓 |
| NEE | NEE | $27.70万 | 0.07% | 3,159 | 1 | 0.0% | $88 | 加仓 |
| APG | APG | $27.60万 | 0.07% | 6,532 | 0 | 0.0% | — | 不变 |
| VYM | VYM | $27.00万 | 0.07% | 1,709 | 412 | 31.8% | $6.51万 | 加仓 |
| COST | COST | $26.90万 | 0.07% | 288 | 15 | 5.5% | $1.40万 | 加仓 |
| SPY | SPY | $25.10万 | 0.06% | 336 | 1 | 0.3% | $747 | 加仓 |
| IGV | IGV | $23.90万 | 0.06% | 2,645 | -66 | -2.4% | -$5,964 | 减仓 |
| BILS | BILS | $23.50万 | 0.06% | 2,371 | 0 | 0.0% | — | 不变 |
| DJAN | DJAN | $23.30万 | 0.06% | 5,133 | 0 | 0.0% | — | 不变 |
| SCHD | SCHD | $22.80万 | 0.06% | 7,194 | -613 | -7.9% | -$1.94万 | 减仓 |
| CEF | CEF | $20.20万 | 0.05% | 5,040 | -87 | -1.7% | -$3,487 | 减仓 |
| BIL | BIL | $20.20万 | 0.05% | 2,205 | 354 | 19.1% | $3.24万 | 加仓 |
| CVX | CVX | $19.80万 | 0.05% | 1,196 | 326 | 37.5% | $5.40万 | 加仓 |
| V | V | $19.30万 | 0.05% | 565 | 9 | 1.6% | $3,074 | 加仓 |
| META | META | $19.20万 | 0.05% | 341 | 8 | 2.4% | $4,504 | 加仓 |
| VIK | VIK | $18.70万 | 0.05% | 1,796 | 0 | 0.0% | — | 不变 |
| ADI | ADI | $18.60万 | 0.05% | 468 | -87 | -15.7% | -$3.46万 | 减仓 |
| MS | MS | $18.30万 | 0.05% | 875 | 2 | 0.2% | $418 | 加仓 |
| CSCO | CSCO | $18.20万 | 0.05% | 1,555 | -58 | -3.6% | -$6,788 | 减仓 |
| GRID | GRID | $17.00万 | 0.04% | 889 | 3 | 0.3% | $574 | 加仓 |
| XLC | XLC | $16.60万 | 0.04% | 1,552 | 3 | 0.2% | $321 | 加仓 |
| — | YJUN | $16.50万 | 0.04% | 6,168 | 0 | 0.0% | — | 不变 |
| FJUL | FJUL | $15.70万 | 0.04% | 2,638 | 0 | 0.0% | — | 不变 |
| PG | PG | $15.60万 | 0.04% | 1,064 | 214 | 25.2% | $3.14万 | 加仓 |
| USMV | USMV | $15.40万 | 0.04% | 1,599 | 4 | 0.3% | $385 | 加仓 |
| BAC | BAC | $15.40万 | 0.04% | 2,716 | 144 | 5.6% | $8,165 | 加仓 |
| GLW | GLW | $15.00万 | 0.04% | 590 | -27 | -4.4% | -$6,864 | 减仓 |
| VLO | VLO | $14.60万 | 0.04% | 563 | 0 | 0.0% | — | 不变 |
| HD | HD | $14.00万 | 0.03% | 399 | 50 | 14.3% | $1.75万 | 加仓 |
| IBM | IBM | $13.90万 | 0.03% | 496 | 7 | 1.4% | $1,962 | 加仓 |
| AMGN | AMGN | $13.40万 | 0.03% | 372 | -1 | -0.3% | -$360 | 减仓 |
| MTB | MTB | $13.40万 | 0.03% | 564 | 0 | 0.0% | — | 不变 |
| VZ | VZ | $13.10万 | 0.03% | 3,111 | 158 | 5.4% | $6,653 | 加仓 |
| VOT | VOT | $12.60万 | 0.03% | 412 | 0 | 0.0% | — | 不变 |