Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/3 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 281
- 較 2022 年第 4 季 +54
- 總值
- $2.45 億
- 較 2022 年第 4 季 +$1,476 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,143 | $1,717 萬 | 7.0% | +154+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 419,389 | $1,568 萬 | 6.4% | −2,097−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 443,596 | $1,492 萬 | 6.1% | +8,500+2.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 303,528 | $1,452 萬 | 5.9% | +9,033+3.1% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 98,138 | $1,155 萬 | 4.7% | −47,675−32.7% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 163,060 | $880.1 萬 | 3.6% | −8,373−4.9% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 250,471 | $878.1 萬 | 3.6% | +491+0.2% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 479,583 | $863.7 萬 | 3.5% | +5,225+1.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 140,113 | $773.5 萬 | 3.2% | +4,015+3.0% | 加碼 | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 382,906 | $761.2 萬 | 3.1% | −301−0.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,007 | $754.7 萬 | 3.1% | −306−0.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,417 | $733.7 萬 | 3.0% | −369−1.2% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 70,529 | $699.0 萬 | 2.9% | +69,421+6,265.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 159,172 | $598.4 萬 | 2.4% | +1,292+0.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 171,225 | $586.7 萬 | 2.4% | +1,403+0.8% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 99,142 | $519.1 萬 | 2.1% | +199+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 134,493 | $415.4 萬 | 1.7% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 23,567 | $388.6 萬 | 1.6% | +1,887+8.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,242 | $386.1 萬 | 1.6% | +249+2.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 124,577 | $369.4 萬 | 1.5% | 00.0% | 不變 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 123,162 | $349.1 萬 | 1.4% | +9,160+8.0% | 加碼 | – |
| GILDGilead Sciences, Inc. | Stock | 40,975 | $339.9 萬 | 1.4% | −5,067−11.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 14,268 | $317.6 萬 | 1.3% | −1,506−9.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 13,670 | $312.8 萬 | 1.3% | −1,214−8.2% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 67,436 | $302.5 萬 | 1.2% | +61+0.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 21,500 | $281.8 萬 | 1.2% | −1,045−4.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 35,770 | $265.8 萬 | 1.1% | −1,246−3.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 10,503 | $255.7 萬 | 1.0% | −3,059−22.6% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 49,647 | $252.8 萬 | 1.0% | +4,490+9.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 38,679 | $239.9 萬 | 1.0% | −9,508−19.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,553 | $239.1 萬 | 1.0% | −1,434−14.4% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,662 | $220.4 萬 | 0.9% | −403−8.0% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 23,251 | $211.5 萬 | 0.9% | −3,055−11.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,889 | $203.3 萬 | 0.8% | −490−6.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 12,201 | $199.0 萬 | 0.8% | −640−5.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 44,771 | $182.6 萬 | 0.7% | −1,782−3.8% | 減碼 | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 73,986 | $175.5 萬 | 0.7% | +73,986 | 新進 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 71,390 | $175.1 萬 | 0.7% | +71,390 | 新進 | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 68,977 | $173.7 萬 | 0.7% | +68,977 | 新進 | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 70,670 | $173.7 萬 | 0.7% | +70,670 | 新進 | – |
| BACBank of America Corp | Stock | 60,104 | $171.8 萬 | 0.7% | −2,068−3.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,415 | $169.3 萬 | 0.7% | −2,662−24.0% | 減碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 16,463 | $166.3 萬 | 0.7% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 4,173 | $151.6 萬 | 0.6% | −1,572−27.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12,949 | $99.8 萬 | 0.4% | +702+5.7% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 50,375 | $93.5 萬 | 0.4% | −30,133−37.4% | 減碼 | – |
| Berkshire Hat A 100th084990175 | COM | 200 | $93.1 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 8,860 | $92.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,056 | $88.1 萬 | 0.4% | +447+17.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,221 | $84.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,151 | $84.1 萬 | 0.3% | +2,624+47.5% | 加碼 | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 13,913 | $69.8 萬 | 0.3% | +106+0.8% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 975 | $65.2 萬 | 0.3% | −55−5.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 24,061 | $64.4 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $62.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,340 | $55.3 萬 | 0.2% | +720+15.6% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,593 | $50.3 萬 | 0.2% | +2,593 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 1,988 | $46.7 萬 | 0.2% | +1,988 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,903 | $44.9 萬 | 0.2% | −216−3.0% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 5,762 | $43.3 萬 | 0.2% | +280+5.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 663 | $42.5 萬 | 0.2% | +663 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 12,231 | $41.7 萬 | 0.2% | +138+1.1% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 10,143 | $40.7 萬 | 0.2% | +10,143 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,347 | $39.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 818 | $24.9 萬 | 0.1% | −67−7.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 3,058 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,613 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 1,965 | $19.8 萬 | 0.1% | +500+34.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,161 | $18.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 2,144 | $18.3 萬 | 0.1% | +1,694+376.4% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 3,452 | $16.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,942 | $14.1 萬 | 0.1% | −16−0.8% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,391 | $12.9 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 458 | $12.7 萬 | 0.1% | +58+14.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 962 | $12.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 2,025 | $12.2 萬 | <0.1% | +2,025 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 1,040 | $12.2 萬 | <0.1% | +1,040 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 662 | $10.2 萬 | <0.1% | +191+40.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 201 | $9.90 萬 | <0.1% | +160+390.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 501 | $9.80 萬 | <0.1% | +260+107.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 505 | $9.20 萬 | <0.1% | +210+71.2% | 加碼 | 歷史 |
| ITGartner Inc | COM | 282 | $9.10 萬 | <0.1% | +205+266.2% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 2,103 | $8.60 萬 | <0.1% | −991−32.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 2,759 | $8.50 萬 | <0.1% | +2,759 | 新進 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 100 | $8.20 萬 | <0.1% | +100 | 新進 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,072 | $7.20 萬 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 359 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 814 | $6.50 萬 | <0.1% | +513+170.4% | 加碼 | – |
| MTBM&T Bank Corp | COM | 549 | $6.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 255 | $6.40 萬 | <0.1% | +255 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 314 | $6.20 萬 | <0.1% | +314 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 180 | $6.20 萬 | <0.1% | +180 | 新進 | 歷史 |
| LINLinde PLC | Stock | 174 | $6.10 萬 | <0.1% | +140+411.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,510 | $5.80 萬 | <0.1% | −498−24.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 274 | $5.80 萬 | <0.1% | +274 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 121 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 274 | $5.50 萬 | <0.1% | +175+176.8% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 256 | $5.40 萬 | <0.1% | +210+456.5% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 656 | $5.40 萬 | <0.1% | +416+173.3% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 400 | $5.40 萬 | <0.1% | +400 | 新進 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CPCanadian Pacific Kansas City Ltd | COM | 375 | $2.70 萬 | <0.1% | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 275 | $1.20 萬 | <0.1% | – |
| Schwab US Tips ETF808524870 | ETF | 223 | $1.10 萬 | <0.1% | – |
| MTCHMatch Group, Inc. | COM | 228 | $9,000 | <0.1% | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 50 | $4,000 | <0.1% | – |
| PFGPrincipal Financial Group Inc | COM | 12 | $1,000 | <0.1% | 歷史 |
| 162537104162537104 | Chautauqua Abstract Co. (NV) | 180 | $0 | 0.0% | – |