Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/21 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 219
- 較 2022 年第 1 季 −36
- 總值
- $2.18 億
- 較 2022 年第 1 季 −$2,648 萬 (−10.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288661 | 3 7 YR TREAS BD | 153,171 | $1,828 萬 | 8.4% | +59,744+63.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 517,275 | $1,766 萬 | 8.1% | +87,751+20.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 531,198 | $1,763 萬 | 8.1% | +65,701+14.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,220 | $1,589 萬 | 7.3% | −1,754−2.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 306,623 | $1,355 萬 | 6.2% | −64,370−17.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 332,016 | $1,075 萬 | 4.9% | +7,628+2.4% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 194,219 | $982.9 萬 | 4.5% | −4,957−2.5% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 172,233 | $868.7 萬 | 4.0% | −2,645−1.5% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 247,599 | $825.4 萬 | 3.8% | −5,150−2.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,770 | $714.0 萬 | 3.3% | −3,883−7.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 31,645 | $705.3 萬 | 3.2% | −52,506−62.4% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 127,951 | $660.3 萬 | 3.0% | +3,184+2.6% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 97,871 | $479.9 萬 | 2.2% | +1,191+1.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 11,007 | $356.8 萬 | 1.6% | +250+2.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 37,105 | $343.8 萬 | 1.6% | +607+1.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 15,809 | $332.0 萬 | 1.5% | +312+2.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 22,281 | $314.5 萬 | 1.4% | +3,697+19.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,651 | $296.0 萬 | 1.4% | +81+0.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 46,895 | $295.0 萬 | 1.4% | +32,819+233.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 45,905 | $283.7 萬 | 1.3% | +1,186+2.7% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 67,942 | $278.0 萬 | 1.3% | +203+0.3% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 117,513 | $267.5 萬 | 1.2% | −27,123−18.8% | 減碼 | – |
| CATCaterpillar Inc | Stock | 14,873 | $265.8 萬 | 1.2% | +338+2.3% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 26,346 | $252.7 萬 | 1.2% | +502+1.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,037 | $247.8 萬 | 1.1% | +232+2.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 13,552 | $246.9 萬 | 1.1% | +405+3.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,330 | $241.6 萬 | 1.1% | +426+3.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 45,521 | $238.6 萬 | 1.1% | +38,343+534.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,005 | $215.2 萬 | 1.0% | +4,710+1,596.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,322 | $200.8 萬 | 0.9% | +1,544+26.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 60,550 | $188.4 萬 | 0.9% | +60,500+121,000.0% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 104,102 | $184.1 萬 | 0.8% | +104,102 | 新進 | – |
| CVXChevron Corp | Stock | 12,569 | $181.9 萬 | 0.8% | +12,517+24,071.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,612 | $177.0 萬 | 0.8% | +5,519+5,934.4% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 16,746 | $161.0 萬 | 0.7% | −69−0.4% | 減碼 | – |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 43,706 | $115.7 萬 | 0.5% | +70.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 443 | $96.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 12,149 | $94.1 萬 | 0.4% | −1,538−11.2% | 減碼 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 200 | $81.7 萬 | 0.4% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,407 | $69.4 萬 | 0.3% | +50+3.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,108 | $67.4 萬 | 0.3% | −2,898−72.3% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,496 | $67.3 萬 | 0.3% | −194−1.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,588 | $66.4 萬 | 0.3% | −55−2.1% | 減碼 | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 13,732 | $63.0 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 5,607 | $59.5 萬 | 0.3% | +147+2.7% | 加碼依 20 比 1 拆股換算 | 歷史 |
| TFCTruist Financial Corp | COM | 11,828 | $56.1 萬 | 0.3% | −1,583−11.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $55.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 231 | $50.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,482 | $43.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,410 | $42.9 萬 | 0.2% | −1,464−16.5% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,266 | $39.6 萬 | 0.2% | +33+0.6% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,533 | $37.3 萬 | 0.2% | −4,544−37.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 3,058 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,213 | $24.9 萬 | 0.1% | −9,463−64.5% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 912 | $24.5 萬 | 0.1% | −7,762−89.5% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,161 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,784 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,465 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,042 | $14.3 萬 | 0.1% | −247−10.8% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,391 | $13.2 萬 | 0.1% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 3,094 | $13.0 萬 | 0.1% | −6,188−66.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 168 | $11.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 962 | $10.8 萬 | <0.1% | +41+4.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,006 | $10.1 萬 | <0.1% | −1,918−48.9% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 549 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 468 | $8.30 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,069 | $6.50 萬 | <0.1% | +10.0% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 121 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 359 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 400 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 294 | $4.90 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 911 | $4.50 萬 | <0.1% | −314−25.6% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 406 | $4.30 萬 | <0.1% | 00.0% | 不變 | – |
| RYRoyal Bank of Canada | Stock | 425 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 164 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 141 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 523 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDToronto Dominion Bank | Stock | 600 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 479 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 269 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 398 | $3.60 萬 | <0.1% | −189−32.2% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 525 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 254 | $3.60 萬 | <0.1% | −4−1.6% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 241 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Freyr BatteryL4135L100 | COM | 5,084 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 450 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 68 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 288 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBUCommunity Financial System, Inc. | COM | 510 | $3.20 萬 | <0.1% | +3+0.6% | 加碼 | 歷史 |
| Roche Hldg Ltd ADR771195104 | COM | 753 | $3.10 萬 | <0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 800 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 504 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 504 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 911 | $2.80 萬 | <0.1% | −124−12.0% | 減碼 | 歷史 |
| CURLFCuraleaf Holdings, Inc. | COM | 5,567 | $2.80 萬 | <0.1% | −3,200−36.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 228 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 216 | $2.70 萬 | <0.1% | −79−26.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 107 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 313 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 375 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（40 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FFord Motor Co | Stock | 10,905 | $18.4 萬 | 0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 10,350 | $3.40 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 154 | $2.90 萬 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 350 | $2.40 萬 | <0.1% | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,750 | $2.00 萬 | <0.1% | 歷史 |
| Hartford Finl Svcs Group Inc416518504 | COMMON STOCK | 750 | $1.80 萬 | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 114 | $1.30 萬 | <0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 80 | $1.30 萬 | <0.1% | 歷史 |
| AVGOBroadcom Inc. | Stock | 14 | $9,000 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 310 | $7,000 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 48 | $6,000 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 49 | $6,000 | <0.1% | 歷史 |
| ZGZillow Group, Inc. | CL A | 125 | $6,000 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 37 | $5,000 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 185 | $4,000 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 40 | $4,000 | <0.1% | 歷史 |
| LMNDLemonade, Inc. | Stock | 122 | $3,000 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 20 | $3,000 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 35 | $3,000 | <0.1% | 歷史 |
| PUBMPubMatic, Inc. | COM CL A | 125 | $3,000 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 22 | $3,000 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 50 | $2,000 | <0.1% | 歷史 |
| SRGASurgalign Holdings, Inc. | COM | 9,636 | $2,000 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 70 | $1,000 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 38 | $1,000 | <0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17 | $1,000 | <0.1% | – |
| PINSPinterest, Inc. | CL A | 70 | $1,000 | <0.1% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 25 | $1,000 | <0.1% | 歷史 |
| RDFNRedfin Corp | COM | 96 | $1,000 | <0.1% | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 34 | $0 | 0.0% | – |
| KTBKontoor Brands, Inc. | Stock | 18 | $0 | 0.0% | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 60 | $0 | 0.0% | 歷史 |
| FUBOFuboTV Inc. | COM | 30 | $0 | 0.0% | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 10 | $0 | 0.0% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 6 | $0 | 0.0% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6 | $0 | 0.0% | – |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 14 | $0 | 0.0% | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 5 | $0 | 0.0% | – |
| FVRRFiverr International Ltd. | ORD SHS | 10 | $0 | 0.0% | 歷史 |
| MTTRMatterport, Inc. | COM CL A | 100 | $0 | 0.0% | 歷史 |