O'ROURKE & COMPANY, Inc
BOSTON MA · SEC CIK 0001911468
$2.52亿2026Q1 申报市值
171持仓数
34.8%前十大占比 · 第一大 7.8%
8 / 5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
JPIE 加仓+$218.78万
BILS 加仓+$111.91万
FTMA 加仓+$89.43万
BRK/A 新建仓+$71.81万
BINC 加仓+$64.48万
2026Q1 卖出最多 按季末市值估算
XLV 减仓-$399.00万
HACK 减仓-$75.68万
AAPL 减仓-$57.56万
DLR 减仓-$47.27万
XLK 减仓-$42.29万
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 |
|---|---|---|---|---|---|---|---|---|
| UTWO | RBB FD INC | $0 | 0.00% | 0 | -4,454 | -100.0% | -$21.63万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.41万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -6,417 | -100.0% | -$21.19万 | 清仓 |
| WCLD | WISDOMTREE TR | $0 | 0.00% | 0 | -5,974 | -100.0% | -$20.91万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13,492 | -100.0% | -$15.16万 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD SHS | $2.17万 | 0.01% | 34,356 | 4,232 | 14.0% | $2,677 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP COMMON STOCK | $3.52万 | 0.01% | 20,006 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $6.37万 | 0.03% | 28,166 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY ETF | $8.38万 | 0.03% | 1,116 | -10,078 | -90.0% | -$75.68万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCOME COM | $15.30万 | 0.06% | 13,683 | 423 | 3.2% | $4,729 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $16.47万 | 0.07% | 13,009 | 581 | 4.7% | $7,355 | 加仓 |
| AGNC | AGNC INVT CORP COM | $17.93万 | 0.07% | 17,876 | 1,541 | 9.4% | $1.55万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $20.01万 | 0.08% | 807 | -249 | -23.6% | -$6.17万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $20.13万 | 0.08% | 3,744 | 3,744 | — | $20.13万 | 新建仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $20.63万 | 0.08% | 5,767 | 5,767 | — | $20.63万 | 新建仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $20.79万 | 0.08% | 11,852 | 391 | 3.4% | $6,858 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $20.84万 | 0.08% | 11,564 | -2,475 | -17.6% | -$4.46万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $21.06万 | 0.08% | 1,378 | 1,378 | — | $21.06万 | 新建仓 |
| VUG | VANGUARD GROWTH ETF | $21.28万 | 0.08% | 487 | -72 | -12.9% | -$3.15万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $21.51万 | 0.09% | 2,095 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $21.94万 | 0.09% | 384 | 110 | 40.1% | $6.29万 | 重新持有 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $21.95万 | 0.09% | 2,242 | -545 | -19.6% | -$5.34万 | 减仓 |
| BXP | BXP INC COM | $22.51万 | 0.09% | 4,337 | -1,829 | -29.7% | -$9.49万 | 减仓 |
| RTX | RTX CORPORATION COM | $22.53万 | 0.09% | 1,168 | -30 | -2.5% | -$5,787 | 减仓 |
| TSLA | TESLA INC COM | $22.94万 | 0.09% | 617 | -70 | -10.2% | -$2.60万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $23.12万 | 0.09% | 1,408 | -270 | -16.1% | -$4.43万 | 减仓 |
| AFL | AFLAC INC COM | $24.14万 | 0.10% | 2,200 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $25.27万 | 0.10% | 709 | -10 | -1.4% | -$3,564 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $25.39万 | 0.10% | 508 | 17 | 3.5% | $8,496 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $25.52万 | 0.10% | 3,780 | 2 | 0.1% | $135 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $25.60万 | 0.10% | 1,260 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $25.81万 | 0.10% | 259 | 259 | — | $25.81万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $26.06万 | 0.10% | 4,253 | 4,253 | — | $26.06万 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $26.70万 | 0.11% | 2,665 | -114 | -4.1% | -$1.14万 | 减仓 |
| PEP | PEPSICO INC COM | $27.08万 | 0.11% | 1,744 | 237 | 15.7% | $3.68万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $27.56万 | 0.11% | 3,234 | 397 | 14.0% | $3.38万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $27.94万 | 0.11% | 468 | -33 | -6.6% | -$1.97万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $28.68万 | 0.11% | 2,949 | -965 | -24.7% | -$9.38万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $29.20万 | 0.12% | 6,258 | 6,258 | — | $29.20万 | 新建仓 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $29.38万 | 0.12% | 6,495 | -714 | -9.9% | -$3.23万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $29.45万 | 0.12% | 1,088 | 291 | 36.5% | $7.88万 | 加仓 |
| REET | ISHARES GLOBAL REIT ETF | $29.64万 | 0.12% | 11,667 | -834 | -6.7% | -$2.12万 | 减仓 |
| — | EXXON MOBIL CORP COM | $30.03万 | 0.12% | 1,770 | 1,770 | — | $30.03万 | 新建仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $30.55万 | 0.12% | 660 | -126 | -16.0% | -$5.83万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $30.68万 | 0.12% | 2,468 | -138 | -5.3% | -$1.72万 | 减仓 |
| PLD | PROLOGIS INC. COM | $31.18万 | 0.12% | 2,359 | -226 | -8.7% | -$2.99万 | 减仓 |
| HD | HOME DEPOT INC COM | $31.31万 | 0.12% | 952 | 53 | 5.9% | $1.74万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $31.62万 | 0.13% | 3,278 | 898 | 37.7% | $8.66万 | 加仓 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $33.28万 | 0.13% | 5,141 | 353 | 7.4% | $2.28万 | 加仓 |
| VICI | VICI PPTYS INC COM | $33.28万 | 0.13% | 12,182 | -849 | -6.5% | -$2.32万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $33.68万 | 0.13% | 790 | -642 | -44.8% | -$27.37万 | 减仓 |
| LAZ | LAZARD INC COM | $33.79万 | 0.13% | 7,954 | 280 | 3.6% | $1.19万 | 加仓 |
| — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF | $33.96万 | 0.13% | 6,698 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $35.97万 | 0.14% | 1,928 | -196 | -9.2% | -$3.66万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $36.15万 | 0.14% | 4,540 | 3 | 0.1% | $239 | 加仓 |
| MC | MOELIS & CO CL A | $36.54万 | 0.15% | 6,410 | -50 | -0.8% | -$2,850 | 减仓 |
| MOO | VANECK AGRIBUSINESS ETF | $37.20万 | 0.15% | 4,402 | -154 | -3.4% | -$1.30万 | 减仓 |
| T | AT&T INC COM | $37.48万 | 0.15% | 12,929 | -53 | -0.4% | -$1,536 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $38.14万 | 0.15% | 977 | -7 | -0.7% | -$2,733 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $38.56万 | 0.15% | 1,678 | 4 | 0.2% | $919 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $39.78万 | 0.16% | 11,552 | -754 | -6.1% | -$2.60万 | 减仓 |
| KEY | KEYCORP COM | $39.98万 | 0.16% | 19,941 | 18 | 0.1% | $361 | 加仓 |
| VTV | VANGUARD VALUE ETF | $40.55万 | 0.16% | 2,067 | -206 | -9.1% | -$4.04万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $41.50万 | 0.16% | 2,843 | -795 | -21.9% | -$11.60万 | 减仓 |
| AMGN | AMGEN INC COM | $41.59万 | 0.17% | 1,182 | -107 | -8.3% | -$3.76万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $42.69万 | 0.17% | 1,894 | 84 | 4.6% | $1.89万 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $42.96万 | 0.17% | 5,400 | -125 | -2.3% | -$9,945 | 减仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $43.00万 | 0.17% | 17,124 | -975 | -5.4% | -$2.45万 | 减仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $46.04万 | 0.18% | 5,443 | 10 | 0.2% | $846 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $46.34万 | 0.18% | 2,063 | 46 | 2.3% | $1.03万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $46.48万 | 0.18% | 9,534 | -14 | -0.1% | -$683 | 减仓 |
| BLK | BLACKROCK INC COM | $46.89万 | 0.19% | 488 | -8 | -1.6% | -$7,686 | 减仓 |
| LOW | LOWES COS INC COM | $47.45万 | 0.19% | 2,008 | 59 | 3.0% | $1.39万 | 加仓 |
| JOET | VIRTUS TERRANOVA US QUALITY MOMENTUM ETF | $48.01万 | 0.19% | 11,994 | 1,995 | 20.0% | $7.99万 | 加仓 |
| C | CITIGROUP INC COM NEW | $48.49万 | 0.19% | 4,284 | -97 | -2.2% | -$1.10万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $48.53万 | 0.19% | 2,949 | 5 | 0.2% | $823 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $48.56万 | 0.19% | 5,235 | -199 | -3.7% | -$1.85万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $49.23万 | 0.20% | 7,460 | 46 | 0.6% | $3,035 | 加仓 |
| WAT | WATERS CORP COM | $52.14万 | 0.21% | 1,751 | 1 | 0.1% | $298 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $52.86万 | 0.21% | 809 | -242 | -23.0% | -$15.81万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $53.14万 | 0.21% | 9,357 | 452 | 5.1% | $2.57万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $54.34万 | 0.22% | 4,732 | -35 | -0.7% | -$4,019 | 减仓 |
| ABBV | ABBVIE INC COM | $55.37万 | 0.22% | 2,546 | -32 | -1.2% | -$6,959 | 减仓 |
| SO | SOUTHERN CO COM | $55.40万 | 0.22% | 5,739 | 5 | 0.1% | $483 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $59.90万 | 0.24% | 4,575 | 11 | 0.2% | $1,440 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $61.18万 | 0.24% | 6,011 | -174 | -2.8% | -$1.77万 | 减仓 |
| MRK | MERCK & CO INC COM | $65.14万 | 0.26% | 5,415 | 11 | 0.2% | $1,323 | 加仓 |
| CAT | CATERPILLAR INC COM | $65.16万 | 0.26% | 920 | 160 | 21.1% | $11.33万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $65.18万 | 0.26% | 2,157 | -240 | -10.0% | -$7.25万 | 减仓 |
| AVGO | BROADCOM INC COM | $67.25万 | 0.27% | 2,173 | 199 | 10.1% | $6.16万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $67.87万 | 0.27% | 2,075 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $70.53万 | 0.28% | 11,628 | 342 | 3.0% | $2.07万 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $70.57万 | 0.28% | 6,173 | -291 | -4.5% | -$3.33万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.29% | 1 | 1 | — | $71.81万 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $72.49万 | 0.29% | 23,907 | -367 | -1.5% | -$1.11万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $73.09万 | 0.29% | 2,138 | 46 | 2.2% | $1.57万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $75.06万 | 0.30% | 15,512 | 67 | 0.4% | $3,242 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $77.22万 | 0.31% | 5,327 | -969 | -15.4% | -$14.05万 | 减仓 |
| EVR | EVERCORE INC CLASS A | $79.99万 | 0.32% | 2,680 | -49 | -1.8% | -$1.46万 | 减仓 |