OGOREK ANTHONY JOSEPH /NY/ /ADV
WILLIAMSVILLE NY · SEC CIK 0000714364
$3.65亿2026Q1 申报市值
692持仓数
55.6%前十大占比 · 第一大 10.6%
35 / 53新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
YDEC 加仓+$2,106.59万
MINT 新建仓+$740.60万
SCHI 加仓+$677.28万
VEXC 新建仓+$644.30万
BINC 加仓+$416.36万
2026Q1 卖出最多 按季末市值估算
YSEP 减仓-$1,334.68万
YMAR 减仓-$850.86万
DELL 减仓-$263.05万
LLY 减仓-$218.26万
DAPR 清仓-$176.90万
2026Q1 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 | $3,877.70万 | 10.63% | 746,729 | 80,178 | 12.0% | $416.36万 | 加仓 |
| DJUL | DJUL | $2,894.30万 | 7.93% | 619,238 | -16,476 | -2.6% | -$77.01万 | 减仓 |
| VTI | VTI | $2,713.50万 | 7.44% | 84,583 | 404 | 0.5% | $12.96万 | 加仓 |
| — | YDEC | $2,110.10万 | 5.78% | 802,351 | 801,018 | 60,091.4% | $2,106.59万 | 加仓 |
| VOO | VOO | $1,748.20万 | 4.79% | 29,256 | -1,957 | -6.3% | -$116.94万 | 减仓 |
| VXUS | VXUS | $1,647.40万 | 4.51% | 213,651 | 4,481 | 2.1% | $34.55万 | 加仓 |
| CVLC | CVLC | $1,554.00万 | 4.26% | 194,111 | 351 | 0.2% | $2.81万 | 加仓 |
| SCHB | SCHB | $1,365.60万 | 3.74% | 544,064 | -16,728 | -3.0% | -$41.99万 | 减仓 |
| DOCT | DOCT | $1,242.80万 | 3.41% | 286,176 | -15,062 | -5.0% | -$65.41万 | 减仓 |
| VSGX | VSGX | $1,130.50万 | 3.10% | 157,609 | 932 | 0.6% | $6.69万 | 加仓 |
| SCHI | SCHI | $1,060.50万 | 2.91% | 467,609 | 298,633 | 176.7% | $677.28万 | 加仓 |
| MDT | MDT | $905.60万 | 2.48% | 104,515 | 299 | 0.3% | $2.59万 | 加仓 |
| LLY | LLY | $893.20万 | 2.45% | 9,711 | -2,373 | -19.6% | -$218.26万 | 减仓 |
| DNOV | DNOV | $890.50万 | 2.44% | 185,895 | -521 | -0.3% | -$2.50万 | 减仓 |
| PAVE | PAVE | $855.20万 | 2.34% | 168,318 | -7,607 | -4.3% | -$38.65万 | 减仓 |
| VUG | VUG | $810.20万 | 2.22% | 18,550 | -387 | -2.0% | -$16.90万 | 减仓 |
| CAT | CAT | $755.20万 | 2.07% | 10,660 | -2,175 | -16.9% | -$154.09万 | 减仓 |
| MINT | MINT | $740.60万 | 2.03% | 73,645 | 73,645 | — | $740.60万 | 新建仓 |
| VIG | VIG | $647.70万 | 1.77% | 30,119 | -2,917 | -8.8% | -$62.73万 | 减仓 |
| — | VEXC | $644.30万 | 1.77% | 79,170 | 79,170 | — | $644.30万 | 新建仓 |
| BRK/B | BRK.B | $629.50万 | 1.73% | 13,138 | -83 | -0.6% | -$3.98万 | 减仓 |
| AAPL | AAPL | $542.00万 | 1.49% | 21,357 | -1,438 | -6.3% | -$36.49万 | 减仓 |
| — | YMAR | $421.90万 | 1.16% | 154,267 | -311,114 | -66.9% | -$850.86万 | 减仓 |
| FAPR | FAPR | $340.60万 | 0.93% | 75,858 | -27,787 | -26.8% | -$124.76万 | 减仓 |
| DSEP | DSEP | $328.80万 | 0.90% | 74,812 | -3,292 | -4.2% | -$14.47万 | 减仓 |
| AVGO | AVGO | $306.30万 | 0.84% | 9,898 | -4,731 | -32.3% | -$146.40万 | 减仓 |
| GJAN | GJAN | $288.40万 | 0.79% | 68,836 | 68,836 | — | $288.40万 | 新建仓 |
| VGK | VGK | $286.10万 | 0.78% | 34,717 | 10,570 | 43.8% | $87.11万 | 加仓 |
| GOOGL | GOOGL | $260.50万 | 0.71% | 9,060 | -52 | -0.6% | -$1.50万 | 减仓 |
| GOOG | GOOG | $251.10万 | 0.69% | 8,753 | -239 | -2.7% | -$6.86万 | 减仓 |
| AMZN | AMZN | $204.20万 | 0.56% | 9,806 | 33 | 0.3% | $6,872 | 加仓 |
| IEI | IEI | $158.20万 | 0.43% | 13,342 | 3,019 | 29.2% | $35.80万 | 加仓 |
| MLN | MLN | $149.40万 | 0.41% | 85,712 | -809 | -0.9% | -$1.41万 | 减仓 |
| DMAY | DMAY | $148.20万 | 0.41% | 32,998 | -4,796 | -12.7% | -$21.54万 | 减仓 |
| BRK/A | BRK.A | $143.60万 | 0.39% | 2 | 0 | 0.0% | — | 不变 |
| MSFT | MSFT | $132.40万 | 0.36% | 3,577 | -31 | -0.9% | -$1.15万 | 减仓 |
| MGV | MGV | $125.20万 | 0.34% | 8,641 | -4,567 | -34.6% | -$66.17万 | 减仓 |
| VTEB | VTEB | $117.80万 | 0.32% | 23,613 | 113 | 0.5% | $5,637 | 加仓 |
| PANW | PANW | $117.70万 | 0.32% | 7,342 | -1,249 | -14.5% | -$20.02万 | 减仓 |
| NVDA | NVDA | $103.20万 | 0.28% | 5,920 | 36 | 0.6% | $6,276 | 加仓 |
| ADP | ADP | $82.50万 | 0.23% | 4,060 | 20 | 0.5% | $4,064 | 加仓 |
| SCHG | SCHG | $80.70万 | 0.22% | 27,709 | -269 | -1.0% | -$7,834 | 减仓 |
| JPM | JPM | $75.70万 | 0.21% | 2,575 | -22 | -0.8% | -$6,468 | 减仓 |
| WMT | WMT | $71.00万 | 0.19% | 5,718 | 6 | 0.1% | $745 | 加仓 |
| DELL | DELL | $70.50万 | 0.19% | 4,300 | -16,044 | -78.9% | -$263.05万 | 减仓 |
| APH | APH | $68.50万 | 0.19% | 5,426 | -25 | -0.5% | -$3,156 | 减仓 |
| IHI | IHI | $62.70万 | 0.17% | 11,763 | 4 | 0.0% | $213 | 加仓 |
| NFLX | NFLX | $57.30万 | 0.16% | 5,960 | 5,512 | 1,230.4% | $52.99万 | 加仓 |
| DDEC | DDEC | $55.80万 | 0.15% | 12,616 | -2,005 | -13.7% | -$8.87万 | 减仓 |
| SGOV | SGOV | $53.70万 | 0.15% | 5,341 | -322 | -5.7% | -$3.24万 | 减仓 |
| FNOV | FNOV | $51.80万 | 0.14% | 9,715 | 0 | 0.0% | — | 不变 |
| CL | CL | $51.30万 | 0.14% | 6,029 | 94 | 1.6% | $7,998 | 加仓 |
| — | MUNY | $49.90万 | 0.14% | 4,879 | 4,879 | — | $49.90万 | 新建仓 |
| SCHF | SCHF | $48.00万 | 0.13% | 19,420 | 1,176 | 6.4% | $2.91万 | 加仓 |
| ABBV | ABBV | $40.90万 | 0.11% | 1,882 | -4 | -0.2% | -$869 | 减仓 |
| FMB | FMB | $39.90万 | 0.11% | 7,890 | 227 | 3.0% | $1.15万 | 加仓 |
| GDEC | GDEC | $37.40万 | 0.10% | 10,126 | 10,126 | — | $37.40万 | 新建仓 |
| XLK | XLK | $30.60万 | 0.08% | 2,307 | 1 | 0.0% | $133 | 加仓 |
| MU | MU | $29.40万 | 0.08% | 872 | -50 | -5.4% | -$1.69万 | 减仓 |
| NEE | NEE | $29.30万 | 0.08% | 3,158 | 2 | 0.1% | $186 | 加仓 |
| RSP | RSP | $28.50万 | 0.08% | 1,486 | -89 | -5.7% | -$1.71万 | 减仓 |
| ABT | ABT | $28.30万 | 0.08% | 2,758 | -57 | -2.0% | -$5,849 | 减仓 |
| JNJ | JNJ | $28.30万 | 0.08% | 1,158 | -54 | -4.5% | -$1.32万 | 减仓 |
| — | QCOC | $27.80万 | 0.08% | 12,643 | 0 | 0.0% | — | 不变 |
| COST | COST | $27.20万 | 0.07% | 273 | 7 | 2.6% | $6,974 | 加仓 |
| APG | APG | $26.40万 | 0.07% | 6,532 | 0 | 0.0% | — | 不变 |
| VGT | VGT | $26.30万 | 0.07% | 377 | -3 | -0.8% | -$2,093 | 减仓 |
| CEF | CEF | $24.40万 | 0.07% | 5,127 | -2,538 | -33.1% | -$12.08万 | 减仓 |
| QQQ | QQQ | $23.90万 | 0.07% | 415 | 23 | 5.9% | $1.32万 | 加仓 |
| SCHD | SCHD | $23.90万 | 0.07% | 7,807 | 15 | 0.2% | $459 | 加仓 |
| BILS | BILS | $23.50万 | 0.06% | 2,371 | -344 | -12.7% | -$3.41万 | 减仓 |
| SPY | SPY | $21.80万 | 0.06% | 335 | 1 | 0.3% | $651 | 加仓 |
| DJAN | DJAN | $21.80万 | 0.06% | 5,133 | 0 | 0.0% | — | 不变 |
| IGV | IGV | $21.70万 | 0.06% | 2,711 | 0 | 0.0% | — | 不变 |
| VYM | VYM | $19.20万 | 0.05% | 1,297 | 1,113 | 604.9% | $16.48万 | 加仓 |
| META | META | $19.00万 | 0.05% | 333 | -160 | -32.5% | -$9.13万 | 减仓 |
| CVX | CVX | $18.00万 | 0.05% | 870 | 207 | 31.2% | $4.28万 | 加仓 |
| ADI | ADI | $17.60万 | 0.05% | 555 | -54 | -8.9% | -$1.71万 | 减仓 |
| XLC | XLC | $17.10万 | 0.05% | 1,549 | -210 | -11.9% | -$2.32万 | 减仓 |
| BIL | BIL | $16.90万 | 0.05% | 1,851 | 771 | 71.4% | $7.04万 | 加仓 |
| V | V | $16.80万 | 0.05% | 556 | -37 | -6.2% | -$1.12万 | 减仓 |
| — | YJUN | $15.80万 | 0.04% | 6,168 | -16,724 | -73.1% | -$42.84万 | 减仓 |
| — | XOM | $14.90万 | 0.04% | 879 | 0 | 0.0% | — | 不变 |
| MCD | MCD | $14.80万 | 0.04% | 479 | 0 | 0.0% | — | 不变 |
| VZ | VZ | $14.80万 | 0.04% | 2,953 | -45 | -1.5% | -$2,255 | 减仓 |
| USMV | USMV | $14.70万 | 0.04% | 1,595 | 192 | 13.7% | $1.77万 | 加仓 |
| INTC | INTC | $14.60万 | 0.04% | 3,318 | -555 | -14.3% | -$2.44万 | 减仓 |
| GRID | GRID | $14.50万 | 0.04% | 886 | 725 | 450.3% | $11.87万 | 加仓 |
| FJUL | FJUL | $14.40万 | 0.04% | 2,638 | 0 | 0.0% | — | 不变 |
| MS | MS | $14.30万 | 0.04% | 873 | -13 | -1.5% | -$2,129 | 减仓 |
| VLO | VLO | $13.90万 | 0.04% | 563 | 126 | 28.8% | $3.11万 | 加仓 |
| LOW | LOW | $13.70万 | 0.04% | 581 | 18 | 3.2% | $4,244 | 加仓 |
| TJX | TJX | $13.10万 | 0.04% | 825 | 0 | 0.0% | — | 不变 |
| AMGN | AMGN | $13.10万 | 0.04% | 373 | 2 | 0.5% | $702 | 加仓 |
| VIK | VIK | $13.10万 | 0.04% | 1,796 | 1,796 | — | $13.10万 | 新建仓 |
| BAC | BAC | $12.50万 | 0.03% | 2,572 | -89 | -3.3% | -$4,325 | 减仓 |
| CSCO | CSCO | $12.50万 | 0.03% | 1,613 | -30 | -1.8% | -$2,325 | 减仓 |
| PG | PG | $12.20万 | 0.03% | 850 | 7 | 0.8% | $1,005 | 加仓 |
| FBND | FBND | $12.00万 | 0.03% | 2,650 | 0 | 0.0% | — | 不变 |
| IBM | IBM | $11.80万 | 0.03% | 489 | -5 | -1.0% | -$1,207 | 减仓 |