O'ROURKE & COMPANY, Inc
BOSTON MA · SEC CIK 0001911468
$2.88亿2026Q2 申报市值
177持仓数
34.5%前十大占比 · 第一大 7.7%
9 / 4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
VBIL 新建仓+$449.23万
JPIE 加仓+$208.72万
HACK 加仓+$104.26万
XLV 加仓+$98.23万
BRK/B 加仓+$72.96万
2026Q2 卖出最多 按季末市值估算
BILS 减仓-$105.99万
BRK/A 清仓-$71.81万
VCIT 减仓-$69.55万
EXXON MOBIL CORP 清仓-$30.03万
ADI 减仓-$30.03万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $2,210.77万 | 7.68% | 76,402 | -786 | -1.0% | -$22.74万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1,416.14万 | 4.92% | 74,330 | 2,542 | 3.5% | $48.43万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $1,321.39万 | 4.59% | 286,947 | 45,325 | 18.8% | $208.72万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $988.16万 | 3.43% | 131,930 | -1,258 | -0.9% | -$9.42万 | 减仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $772.43万 | 2.68% | 77,724 | -10,665 | -12.1% | -$105.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $704.33万 | 2.45% | 21,517 | -169 | -0.8% | -$5.53万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $681.79万 | 2.37% | 121,402 | 2,188 | 1.8% | $12.29万 | 加仓 |
| BX | BLACKSTONE INC COM | $636.51万 | 2.21% | 54,092 | 1,723 | 3.3% | $20.27万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $603.34万 | 2.10% | 16,882 | -323 | -1.9% | -$11.54万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $587.04万 | 2.04% | 103,938 | 11,865 | 12.9% | $67.01万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $566.81万 | 1.97% | 26,639 | 869 | 3.4% | $18.49万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $541.55万 | 1.88% | 15,327 | -291 | -1.9% | -$10.28万 | 减仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $513.14万 | 1.78% | 13,867 | -3 | -0.0% | -$1,110 | 减仓 |
| MSFT | MICROSOFT CORP COM | $486.72万 | 1.69% | 13,048 | -1 | -0.0% | -$373 | 减仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $449.23万 | 1.56% | 59,358 | 59,358 | — | $449.23万 | 新建仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $442.27万 | 1.54% | 84,499 | 8,745 | 11.5% | $45.77万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $424.01万 | 1.47% | 51,302 | -8,415 | -14.1% | -$69.55万 | 减仓 |
| AMZN | AMAZON COM INC COM | $398.71万 | 1.39% | 16,728 | 98 | 0.6% | $2.34万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $353.13万 | 1.23% | 18,041 | 733 | 4.2% | $14.35万 | 加仓 |
| KKR | KKR & CO INC COM | $351.84万 | 1.22% | 38,335 | 1,179 | 3.2% | $10.82万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $327.62万 | 1.14% | 3,239 | -3 | -0.1% | -$3,034 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $322.28万 | 1.12% | 6,440 | 1,458 | 29.3% | $72.96万 | 加仓 |
| WELL | WELLTOWER INC COM | $316.89万 | 1.10% | 13,961 | 37 | 0.3% | $8,398 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $308.07万 | 1.07% | 4,125 | 61 | 1.5% | $4.56万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $305.15万 | 1.06% | 60,330 | 10,077 | 20.1% | $50.97万 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $303.67万 | 1.06% | 12,497 | 20 | 0.2% | $4,860 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $282.28万 | 0.98% | 21,450 | 14 | 0.1% | $1,842 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $279.34万 | 0.97% | 9,342 | -198 | -2.1% | -$5.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $265.07万 | 0.92% | 9,425 | -92 | -1.0% | -$2.59万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $262.51万 | 0.91% | 22,188 | -120 | -0.5% | -$1.42万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $259.22万 | 0.90% | 16,403 | -118 | -0.7% | -$1.86万 | 减仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $256.85万 | 0.89% | 4,008 | -107 | -2.6% | -$6.86万 | 减仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $248.74万 | 0.86% | 84,979 | 4,036 | 5.0% | $11.81万 | 加仓 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $246.17万 | 0.86% | 64,612 | 7,856 | 13.8% | $29.93万 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $233.00万 | 0.81% | 21,609 | -175 | -0.8% | -$1.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $231.49万 | 0.80% | 11,569 | 128 | 1.1% | $2.56万 | 加仓 |
| GLD | SPDR GOLD SHARES | $218.41万 | 0.76% | 5,929 | 245 | 4.3% | $9.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $215.31万 | 0.75% | 8,477 | 2 | 0.0% | $508 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $204.30万 | 0.71% | 29,574 | -87 | -0.3% | -$6,010 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $193.72万 | 0.67% | 12,903 | -362 | -2.7% | -$5.44万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $189.09万 | 0.66% | 32,091 | -576 | -1.8% | -$3.39万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $184.42万 | 0.64% | 2,811 | 133 | 5.0% | $8.73万 | 加仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $182.20万 | 0.63% | 70,567 | 3,909 | 5.9% | $10.09万 | 加仓 |
| FTMA | FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF | $182.05万 | 0.63% | 199,512 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $180.57万 | 0.63% | 20,096 | -556 | -2.7% | -$5.00万 | 减仓 |
| LLY | ELI LILLY & CO COM | $179.58万 | 0.62% | 1,497 | 74 | 5.2% | $8.88万 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $169.81万 | 0.59% | 33,263 | -290 | -0.9% | -$1.48万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $160.71万 | 0.56% | 13,856 | 1,831 | 15.2% | $21.24万 | 加仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $158.61万 | 0.55% | 16,798 | 10 | 0.1% | $944 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $154.62万 | 0.54% | 2,138 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $151.38万 | 0.53% | 4,994 | 42 | 0.8% | $1.27万 | 加仓 |
| WMT | WALMART INC COM | $151.20万 | 0.53% | 13,349 | 124 | 0.9% | $1.40万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $146.43万 | 0.51% | 17,128 | 1,492 | 9.5% | $12.76万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $144.03万 | 0.50% | 32,711 | 619 | 1.9% | $2.73万 | 加仓 |
| KO | COCA COLA CO COM | $143.40万 | 0.50% | 17,645 | -185 | -1.0% | -$1.50万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $124.04万 | 0.43% | 6,521 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $123.70万 | 0.43% | 7,796 | 6,191 | 385.7% | $98.23万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $122.39万 | 0.43% | 7,830 | -182 | -2.3% | -$2.84万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $116.62万 | 0.41% | 6,493 | 211 | 3.4% | $3.79万 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $115.97万 | 0.40% | 11,052 | 9,936 | 890.3% | $104.26万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $115.02万 | 0.40% | 4,860 | -25 | -0.5% | -$5,917 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $113.00万 | 0.39% | 11,717 | 852 | 7.8% | $8.22万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $109.56万 | 0.38% | 20,490 | 20 | 0.1% | $1,069 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $107.87万 | 0.37% | 20,219 | 929 | 4.8% | $4.96万 | 加仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $107.49万 | 0.37% | 5,439 | -34 | -0.6% | -$6,719 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $106.42万 | 0.37% | 1,445 | -61 | -4.1% | -$4.49万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $103.62万 | 0.36% | 32,677 | 1,574 | 5.1% | $4.99万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $101.56万 | 0.35% | 23,987 | 804 | 3.5% | $3.40万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $99.52万 | 0.35% | 18,562 | 657 | 3.7% | $3.52万 | 加仓 |
| SCHW | CHARLES SCHWAB CORP (THE) COM | $98.51万 | 0.34% | 10,676 | -333 | -3.0% | -$3.07万 | 减仓 |
| CAT | CATERPILLAR INC COM | $98.01万 | 0.34% | 920 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $95.03万 | 0.33% | 11,794 | 58 | 0.5% | $4,673 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $94.25万 | 0.33% | 20,788 | -258 | -1.2% | -$1.17万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $93.29万 | 0.32% | 11,230 | -159 | -1.4% | -$1.32万 | 减仓 |
| PFE | PFIZER INC COM | $93.14万 | 0.32% | 38,677 | 2,267 | 6.2% | $5.46万 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $91.72万 | 0.32% | 16,467 | 1,669 | 11.3% | $9.30万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $90.61万 | 0.31% | 6,179 | 1 | 0.0% | $147 | 加仓 |
| EVR | EVERCORE INC CLASS A | $88.93万 | 0.31% | 2,604 | -76 | -2.8% | -$2.60万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $87.10万 | 0.30% | 9,327 | 125 | 1.4% | $1.17万 | 加仓 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $86.97万 | 0.30% | 5,284 | -43 | -0.8% | -$7,077 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $86.51万 | 0.30% | 27,059 | -1,071 | -3.8% | -$3.42万 | 减仓 |
| AVGO | BROADCOM INC COM | $83.21万 | 0.29% | 2,202 | 29 | 1.3% | $1.10万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $81.18万 | 0.28% | 2,044 | -756 | -27.0% | -$30.03万 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $78.89万 | 0.27% | 2,157 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $76.99万 | 0.27% | 2,075 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $76.81万 | 0.27% | 5,890 | -283 | -4.6% | -$3.69万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $74.56万 | 0.26% | 977 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $72.08万 | 0.25% | 23,641 | -266 | -1.1% | -$8,110 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $70.30万 | 0.24% | 12,201 | 573 | 4.9% | $3.30万 | 加仓 |
| MRK | MERCK & CO INC COM | $69.70万 | 0.24% | 5,424 | 9 | 0.2% | $1,157 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $68.81万 | 0.24% | 10,058 | 701 | 7.5% | $4.80万 | 加仓 |
| MCD | MCDONALDS CORP COM | $68.16万 | 0.24% | 2,521 | -55 | -2.1% | -$1.49万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $67.14万 | 0.23% | 15,943 | 431 | 2.8% | $1.82万 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $67.09万 | 0.23% | 17,568 | 444 | 2.6% | $1.70万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $65.08万 | 0.23% | 4,732 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $63.21万 | 0.22% | 9,634 | 3,376 | 53.9% | $22.15万 | 加仓 |
| ABBV | ABBVIE INC COM | $62.88万 | 0.22% | 2,498 | -48 | -1.9% | -$1.21万 | 减仓 |
| WAT | WATERS CORP COM | $62.63万 | 0.22% | 1,670 | -81 | -4.6% | -$3.04万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $61.70万 | 0.21% | 2,951 | 2 | 0.1% | $418 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $60.95万 | 0.21% | 1,412 | 4 | 0.3% | $1,727 | 加仓 |