Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/8 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 273
- 較 2024 年第 2 季 −4
- 總值
- $2.91 億
- 較 2024 年第 2 季 +$354.5 萬 (+1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 773,553 | $3,203 萬 | 11.0% | +43,850+6.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 620,643 | $2,481 萬 | 8.5% | −15,969−2.5% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 246,264 | $2,416 萬 | 8.3% | +6,674+2.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,899 | $2,404 萬 | 8.3% | +134+0.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 334,856 | $2,227 萬 | 7.6% | −24,601−6.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 37,627 | $1,986 萬 | 6.8% | +3,152+9.1% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 123,791 | $1,200 萬 | 4.1% | −5,971−4.6% | 減碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 290,195 | $1,194 萬 | 4.1% | −6,766−2.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 11,164 | $989.1 萬 | 3.4% | +18+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 23,857 | $915.9 萬 | 3.1% | +78+0.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 158,143 | $746.0 萬 | 2.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 162,907 | $686.9 萬 | 2.4% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,715 | $647.9 萬 | 2.2% | −1,030−3.1% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 103,891 | $639.0 萬 | 2.2% | +654+0.6% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 338,588 | $619.6 萬 | 2.1% | −88,622−20.7% | 減碼 | – |
| iShares Tr46435U374 | MSCI JP VALUE | 165,523 | $546.5 萬 | 1.9% | −806−0.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 22,455 | $523.2 萬 | 1.8% | −80.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 12,541 | $490.5 萬 | 1.7% | +81+0.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 117,486 | $474.9 萬 | 1.6% | −3,281−2.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 67,722 | $271.2 萬 | 0.9% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 14,847 | $256.1 萬 | 0.9% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| DELLDell Technologies Inc. | Stock | 20,966 | $248.5 萬 | 0.9% | +961+4.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,600 | $241.0 萬 | 0.8% | +41+0.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 56,560 | $206.3 萬 | 0.7% | −3,191−5.3% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 35,648 | $182.2 萬 | 0.6% | −22,488−38.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 9,703 | $180.8 萬 | 0.6% | +82+0.9% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 13,953 | $178.9 萬 | 0.6% | −747−5.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 9,276 | $155.0 萬 | 0.5% | −453−4.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 29,752 | $154.5 萬 | 0.5% | −2,307−7.2% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,242 | $144.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 200 | $138.2 萬 | 0.5% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 7,638 | $126.6 萬 | 0.4% | −561−6.8% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 9,816 | $117.4 萬 | 0.4% | +3,181+47.9% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,888 | $107.6 萬 | 0.4% | +23+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 26,196 | $103.4 萬 | 0.4% | 00.0% | 不變 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 14,636 | $101.5 萬 | 0.3% | −597−3.9% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 16,687 | $98.8 萬 | 0.3% | −1,464−8.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,038 | $93.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 19,156 | $71.5 萬 | 0.2% | −178−0.9% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 878 | $71.1 萬 | 0.2% | +392+80.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 17,017 | $71.0 萬 | 0.2% | −361−2.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,349 | $66.1 萬 | 0.2% | +178+2.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,400 | $65.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,764 | $59.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 17,358 | $47.4 萬 | 0.2% | +152+0.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 11,499 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 10,069 | $42.8 萬 | 0.1% | +9,897+5,754.1% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 9,179 | $42.3 萬 | 0.1% | −285−3.0% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,353 | $33.7 萬 | 0.1% | +617+22.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 5,786 | $28.0 萬 | 0.1% | −6,226−51.8% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 3,097 | $27.6 萬 | 0.1% | −75−2.4% | 減碼 | – |
| GLWCorning Inc | COM | 6,036 | $27.2 萬 | 0.1% | +5,659+1,501.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,242 | $26.1 萬 | 0.1% | +62+5.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,086 | $26.0 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,223 | $24.1 萬 | 0.1% | +62+5.3% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,762 | $23.9 萬 | 0.1% | +2,330+95.8% | 加碼 | – |
| MDTMedtronic plc | Stock | 2,581 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,972 | $22.4 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 4,070 | $19.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,715 | $19.4 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 201 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 3,805 | $17.8 萬 | 0.1% | −2,753−42.0% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 293 | $16.8 萬 | 0.1% | +19+6.9% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,739 | $15.7 萬 | 0.1% | +4+0.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 3,692 | $15.1 萬 | 0.1% | +34+0.9% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,602 | $14.6 萬 | 0.1% | −13−0.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 639 | $14.4 萬 | <0.1% | 00.0% | 不變 | – |
| APGAPi Group Corp | COM STK | 4,355 | $14.3 萬 | <0.1% | +4,355 | 新進 | 歷史 |
| ITGartner Inc | COM | 282 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 1,352 | $14.0 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 1,207 | $12.0 萬 | <0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 504 | $11.6 萬 | <0.1% | +2+0.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 699 | $11.3 萬 | <0.1% | +5+0.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,400 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 100 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 361 | $9.70 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,147 | $9.60 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,066 | $9.00 萬 | <0.1% | +1,066 | 新進 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 3,681 | $8.90 萬 | <0.1% | +40+1.1% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 322 | $8.80 萬 | <0.1% | +8+2.5% | 加碼 | 歷史 |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 1,233 | $8.80 萬 | <0.1% | +1,233 | 新進 | – |
| ORCLOracle Corp | Stock | 515 | $8.70 萬 | <0.1% | +216+72.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 390 | $8.60 萬 | <0.1% | −9−2.3% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 365 | $8.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 175 | $8.30 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 481 | $8.10 萬 | <0.1% | +4+0.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 873 | $8.00 萬 | <0.1% | −100−10.3% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 839 | $7.90 萬 | <0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 2,464 | $7.90 萬 | <0.1% | +6+0.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 188 | $7.60 萬 | <0.1% | −6−3.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 255 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 221 | $7.10 萬 | <0.1% | +2+0.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 121 | $7.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSCOTractor Supply Co | COM | 241 | $7.00 萬 | <0.1% | −10−4.0% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 637 | $6.60 萬 | <0.1% | +111+21.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 377 | $6.50 萬 | <0.1% | +40+11.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 555 | $6.50 萬 | <0.1% | +50+9.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 131 | $6.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 258 | $6.40 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 278 | $6.40 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（23 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HALHalliburton Co | Stock | 1,009 | $3.40 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 235 | $2.30 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 346 | $1.60 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 225 | $1.60 萬 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 880 | $1.30 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 100 | $7,000 | <0.1% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 27 | $7,000 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 27 | $6,000 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 5 | $3,000 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | COM | 11 | $3,000 | <0.1% | 歷史 |
| DCBODocebo Inc. | COM | 100 | $3,000 | <0.1% | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 5 | $2,000 | <0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 100 | $2,000 | <0.1% | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 130 | $2,000 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 15 | $2,000 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 25 | $1,000 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10 | $1,000 | <0.1% | 歷史 |
| AIC3.ai, Inc. | Stock | 60 | $1,000 | <0.1% | 歷史 |
| ZSZscaler, Inc. | Stock | 8 | $1,000 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 20 | $1,000 | <0.1% | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 10 | $1,000 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 2,750 | $1,000 | <0.1% | 歷史 |
| SFIXStitch Fix, Inc. | Stock | 59 | $0 | 0.0% | 歷史 |