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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP COM | $80.05万 | 0.32% | 2,576 | 171 | 7.1% | $5.31万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $81.40万 | 0.32% | 9,202 | 179 | 2.0% | $1.58万 | 加仓 |
| PSP | INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $83.64万 | 0.33% | 14,798 | 2,774 | 23.1% | $15.68万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $84.27万 | 0.33% | 2,934 | -334 | -10.2% | -$9.59万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $86.95万 | 0.35% | 1,506 | -58 | -3.7% | -$3.35万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $88.39万 | 0.35% | 17,905 | -412 | -2.2% | -$2.03万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $89.08万 | 0.35% | 2,800 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $89.24万 | 0.35% | 6,178 | 217 | 3.6% | $3.13万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $93.37万 | 0.37% | 11,389 | -307 | -2.6% | -$2.52万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $94.32万 | 0.37% | 28,130 | -1,298 | -4.4% | -$4.35万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $95.42万 | 0.38% | 31,103 | -516 | -1.6% | -$1.58万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $96.38万 | 0.38% | 10,865 | 1,343 | 14.1% | $11.91万 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $96.44万 | 0.38% | 19,290 | 654 | 3.5% | $3.27万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $96.58万 | 0.38% | 21,046 | 944 | 4.7% | $4.33万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $100.86万 | 0.40% | 5,473 | -114 | -2.0% | -$2.10万 | 减仓 |
| PFE | PFIZER INC COM | $102.24万 | 0.41% | 36,410 | 11,965 | 48.9% | $33.60万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $102.69万 | 0.41% | 2,678 | -104 | -3.7% | -$3.99万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $103.46万 | 0.41% | 11,009 | -184 | -1.6% | -$1.73万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $105.05万 | 0.42% | 4,885 | -314 | -6.0% | -$6.75万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $110.12万 | 0.44% | 6,521 | -132 | -2.0% | -$2.23万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $111.49万 | 0.44% | 1,605 | -5,744 | -78.2% | -$399.00万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $113.21万 | 0.45% | 6,282 | -2,623 | -29.5% | -$47.27万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $116.38万 | 0.46% | 23,183 | 2,010 | 9.5% | $10.09万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $120.57万 | 0.48% | 15,636 | 1,695 | 12.2% | $13.07万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $121.30万 | 0.48% | 8,012 | -276 | -3.3% | -$4.18万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $129.45万 | 0.51% | 20,652 | -395 | -1.9% | -$2.48万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $129.71万 | 0.51% | 4,952 | -253 | -4.9% | -$6.63万 | 减仓 |
| LLY | ELI LILLY & CO COM | $130.87万 | 0.52% | 1,423 | -2 | -0.1% | -$1,839 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $131.03万 | 0.52% | 32,092 | -527 | -1.6% | -$2.15万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $135.25万 | 0.54% | 4,115 | -125 | -2.9% | -$4.11万 | 减仓 |
| KO | COCA COLA CO COM | $135.60万 | 0.54% | 17,830 | 496 | 2.9% | $3.77万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $139.48万 | 0.55% | 20,470 | -550 | -2.6% | -$3.75万 | 减仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $142.12万 | 0.56% | 16,788 | 1,563 | 10.3% | $13.23万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $160.15万 | 0.64% | 12,025 | 1,232 | 11.4% | $16.41万 | 加仓 |
| IVES | DAN IVES WEDBUSH AI REVOLUTION ETF | $161.02万 | 0.64% | 56,756 | 17,728 | 45.4% | $50.29万 | 加仓 |
| WMT | WALMART INC COM | $164.36万 | 0.65% | 13,225 | 637 | 5.1% | $7.92万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $165.98万 | 0.66% | 32,667 | -657 | -2.0% | -$3.34万 | 减仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $169.84万 | 0.67% | 66,658 | -7,312 | -9.9% | -$18.63万 | 减仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $170.95万 | 0.68% | 33,553 | 3,575 | 11.9% | $18.21万 | 加仓 |
| FTMA | FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF | $178.86万 | 0.71% | 199,512 | 99,756 | 100.0% | $89.43万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $198.31万 | 0.79% | 29,661 | -538 | -1.8% | -$3.60万 | 减仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $199.37万 | 0.79% | 21,784 | -428 | -1.9% | -$3.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $199.54万 | 0.79% | 11,441 | 506 | 4.6% | $8.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $207.15万 | 0.82% | 8,475 | -111 | -1.3% | -$2.71万 | 减仓 |
| VDE | VANGUARD ENERGY ETF | $229.53万 | 0.91% | 13,265 | -454 | -3.3% | -$7.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $230.69万 | 0.92% | 9,517 | -439 | -4.4% | -$10.64万 | 减仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $233.52万 | 0.93% | 80,943 | 14,779 | 22.3% | $42.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $238.71万 | 0.95% | 4,982 | 393 | 8.6% | $18.83万 | 加仓 |
| GLD | SPDR GOLD SHARES | $244.58万 | 0.97% | 5,684 | 450 | 8.6% | $19.36万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $244.68万 | 0.97% | 16,521 | 974 | 6.3% | $14.42万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $248.55万 | 0.99% | 22,308 | -1,219 | -5.2% | -$13.58万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $250.71万 | 1.00% | 50,253 | -344 | -0.7% | -$1.72万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $258.97万 | 1.03% | 21,436 | -651 | -2.9% | -$7.86万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $259.81万 | 1.03% | 9,540 | -198 | -2.0% | -$5.39万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $264.31万 | 1.05% | 4,064 | 146 | 3.7% | $9.50万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $271.07万 | 1.08% | 12,477 | -334 | -2.6% | -$7.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $274.23万 | 1.09% | 3,242 | -234 | -6.7% | -$19.79万 | 减仓 |
| WELL | WELLTOWER INC COM | $275.30万 | 1.09% | 13,924 | -634 | -4.4% | -$12.54万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $342.95万 | 1.36% | 17,308 | 589 | 3.5% | $11.67万 | 加仓 |
| KKR | KKR & CO INC COM | $343.69万 | 1.36% | 37,156 | -889 | -2.3% | -$8.22万 | 减仓 |
| AMZN | AMAZON COM INC COM | $346.34万 | 1.38% | 16,630 | -674 | -3.9% | -$14.04万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $393.39万 | 1.56% | 75,754 | 12,417 | 19.6% | $64.48万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $444.95万 | 1.77% | 13,870 | -781 | -5.3% | -$25.05万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $448.01万 | 1.78% | 15,618 | -1,310 | -7.7% | -$37.58万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $483.02万 | 1.92% | 13,049 | 154 | 1.2% | $5.70万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $494.16万 | 1.96% | 59,717 | 1,265 | 2.2% | $10.47万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $494.57万 | 1.96% | 25,770 | 1,275 | 5.2% | $24.47万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $494.74万 | 1.96% | 17,205 | -508 | -2.9% | -$14.61万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $521.87万 | 2.07% | 92,073 | 4,609 | 5.3% | $26.12万 | 加仓 |
| BX | BLACKSTONE INC COM | $602.19万 | 2.39% | 52,369 | -1,163 | -2.2% | -$13.37万 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $631.90万 | 2.51% | 59,607 | -966 | -1.6% | -$10.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $637.92万 | 2.53% | 21,686 | -609 | -2.7% | -$17.91万 | 减仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $878.94万 | 3.49% | 88,389 | 11,254 | 14.6% | $111.91万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $954.07万 | 3.79% | 71,788 | -3,182 | -4.2% | -$42.29万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $974.14万 | 3.87% | 133,188 | -4,132 | -3.0% | -$30.22万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $1,113.15万 | 4.42% | 241,622 | 47,488 | 24.5% | $218.78万 | 加仓 |
| AAPL | APPLE INC COM | $1,958.96万 | 7.78% | 77,188 | -2,268 | -2.9% | -$57.56万 | 减仓 |