Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 668
- 較 2025 年第 1 季 −12
- 總值
- $3.24 億
- 較 2025 年第 1 季 +$1,974 萬 (+6.5%)
| 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 | 693,828 | $3,082 萬 | 9.5% | −68,710−9.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,307 | $2,562 萬 | 7.9% | −296−0.3% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 430,686 | $2,276 萬 | 7.0% | +8,117+1.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 33,254 | $1,889 萬 | 5.8% | −5,353−13.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 214,949 | $1,485 萬 | 4.6% | +214,342+35,311.7% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 192,331 | $1,472 萬 | 4.5% | −85,833−30.9% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 604,777 | $1,441 萬 | 4.5% | −303,526−33.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 514,857 | $1,313 萬 | 4.1% | +514,857 | 新進 | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 520,411 | $1,270 萬 | 3.9% | −1220.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 307,088 | $1,261 萬 | 3.9% | −2,895−0.9% | 減碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 233,737 | $1,019 萬 | 3.1% | −49,995−17.6% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 153,683 | $1,007 萬 | 3.1% | +99,907+185.8% | 加碼 | – |
| MDTMedtronic plc | Stock | 104,210 | $908.3 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,346 | $884.5 萬 | 2.7% | +20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,174 | $840.5 萬 | 2.6% | −54−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 173,570 | $775.6 萬 | 2.4% | −3,481−2.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,546 | $666.1 萬 | 2.1% | −255−0.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,534 | $653.9 萬 | 2.0% | +15+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 12,801 | $496.9 萬 | 1.5% | +23+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,359 | $479.2 萬 | 1.5% | −937−3.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 108,333 | $457.0 萬 | 1.4% | −8,303−7.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 15,022 | $414.0 萬 | 1.3% | −120−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 70,981 | $300.9 萬 | 0.9% | 00.0% | 不變 | – |
| DELLDell Technologies Inc. | Stock | 20,722 | $254.0 萬 | 0.8% | −49−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,303 | $226.0 萬 | 0.7% | −53−0.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 47,836 | $204.7 萬 | 0.6% | +4,900+11.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,039 | $200.9 萬 | 0.6% | +51+1.3% | 加碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 114,643 | $193.6 萬 | 0.6% | −74,803−39.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F151 | FT VEST NASD 100 | 86,266 | $183.1 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 47,885 | $180.5 萬 | 0.6% | −8,675−15.3% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 13,410 | $175.9 萬 | 0.5% | −284−2.1% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 8,573 | $175.4 萬 | 0.5% | +45+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,439 | $167.4 萬 | 0.5% | +103+1.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,398 | $165.6 萬 | 0.5% | −69−0.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 30,260 | $150.7 萬 | 0.5% | +245+0.8% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,997 | $123.2 萬 | 0.4% | +19+0.5% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,419 | $114.8 萬 | 0.4% | −391−1.6% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 8,255 | $98.3 萬 | 0.3% | +420+5.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,947 | $93.9 萬 | 0.3% | +46+0.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 28,985 | $84.6 萬 | 0.3% | −129−0.4% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 12,084 | $75.6 萬 | 0.2% | −2,217−15.5% | 減碼 | – |
| APHAmphenol Corp | CL A | 5,480 | $54.1 萬 | 0.2% | +65+1.2% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,829 | $52.9 萬 | 0.2% | −299−4.9% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 6,589 | $51.0 萬 | 0.2% | +6,589 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,695 | $49.1 萬 | 0.2% | −112−6.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 9,764 | $48.9 萬 | 0.2% | −148,000−93.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 10,807 | $48.2 萬 | 0.1% | −5,188−32.4% | 減碼 | – |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 17,839 | $46.3 萬 | 0.1% | +166+0.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 10,736 | $42.4 萬 | 0.1% | −7,976−42.6% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,215 | $42.4 萬 | 0.1% | −171−3.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 573 | $42.3 萬 | 0.1% | −29−4.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 10,115 | $40.8 萬 | 0.1% | −2,597−20.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 3,781 | $36.9 萬 | 0.1% | +80+2.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,816 | $33.0 萬 | 0.1% | +2+0.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 2,393 | $32.5 萬 | 0.1% | −19−0.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,595 | $29.6 萬 | 0.1% | +21+1.3% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,711 | $29.6 萬 | 0.1% | −110−3.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 6,173 | $27.7 萬 | 0.1% | −4,584−42.6% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,715 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 271 | $26.8 萬 | 0.1% | −1−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 5,715 | $23.8 萬 | 0.1% | −26,393−82.2% | 減碼 | – |
| VVisa Inc. | Stock | 636 | $22.5 萬 | 0.1% | +9+1.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,209 | $22.2 萬 | 0.1% | −17−0.5% | 減碼 | 歷史 |
| APGAPi Group Corp | COM STK | 4,355 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 355 | $21.9 萬 | 0.1% | −181−33.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 392 | $21.6 萬 | 0.1% | −123−23.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,265 | $19.3 萬 | 0.1% | −194−13.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 651 | $19.2 萬 | 0.1% | −19−2.8% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,750 | $18.9 萬 | 0.1% | +3+0.2% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 8,250 | $18.7 萬 | 0.1% | −1,806−18.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 815 | $17.8 萬 | 0.1% | −29−3.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 467 | $17.1 萬 | 0.1% | +17+3.8% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,595 | $16.7 萬 | 0.1% | +49+0.6% | 加碼 | – |
| BACBank of America Corp | Stock | 3,322 | $15.7 萬 | <0.1% | +183+5.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,238 | $15.5 萬 | <0.1% | +193+9.4% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 3,509 | $15.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,206 | $15.1 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 942 | $15.0 萬 | <0.1% | −132−12.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 2,805 | $14.5 萬 | <0.1% | −1,155−29.2% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 608 | $14.4 萬 | <0.1% | −16−2.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 2,660 | $13.9 萬 | <0.1% | −2,103−44.2% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,400 | $13.1 萬 | <0.1% | −12−0.8% | 減碼 | – |
| MSMorgan Stanley | Stock | 936 | $13.1 萬 | <0.1% | +175+23.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 593 | $13.1 萬 | <0.1% | +23+4.0% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 2,632 | $13.0 萬 | <0.1% | −981−27.2% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 1,617 | $12.9 萬 | <0.1% | −434−21.2% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,744 | $12.9 萬 | <0.1% | +267+18.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 225 | $12.6 萬 | <0.1% | −5−2.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 979 | $12.0 萬 | <0.1% | −59−5.7% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 1,391 | $11.8 萬 | <0.1% | −395−22.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,103 | $11.8 萬 | <0.1% | +184+20.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 412 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 422 | $11.5 萬 | <0.1% | −20−4.5% | 減碼 | 歷史 |
| ITGartner Inc | COM | 282 | $11.3 萬 | <0.1% | −1−0.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 404 | $11.2 萬 | <0.1% | +16+4.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 855 | $10.6 萬 | <0.1% | +71+9.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 855 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 377 | $10.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,317 | $9.60 萬 | <0.1% | −230−5.1% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（35 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 12,846 | $86.7 萬 | 0.3% | – |
| DFSDiscover Financial Services | COM | 212 | $3.60 萬 | <0.1% | 歷史 |
| NOVNOV Inc. | COM | 1,268 | $1.90 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 227 | $1.00 萬 | <0.1% | – |
| XUnited States Steel Corp | COM | 215 | $9,000 | <0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 87 | $8,000 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 148 | $7,000 | <0.1% | – |
| JLLJones Lang Lasalle Inc | COM | 13 | $3,000 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 710 | $2,000 | <0.1% | 歷史 |
| RITMRithm Capital Corp. | REIT | 247 | $2,000 | <0.1% | 歷史 |
| AAAlcoa Corp | Stock | 73 | $2,000 | <0.1% | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 239 | $2,000 | <0.1% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 65 | $2,000 | <0.1% | 歷史 |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 30 | $2,000 | <0.1% | – |
| MHKMohawk Industries Inc | COM | 21 | $2,000 | <0.1% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 53 | $2,000 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 36 | $2,000 | <0.1% | 歷史 |
| OCOwens Corning | Stock | 9 | $1,000 | <0.1% | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 7 | $1,000 | <0.1% | 歷史 |
| LBTYKLiberty Global Ltd. | COM CL C | 97 | $1,000 | <0.1% | 歷史 |
| LBTYALiberty Global Ltd. | COM CL A | 156 | $1,000 | <0.1% | 歷史 |
| PNWPinnacle West Capital Corp | COM | 18 | $1,000 | <0.1% | 歷史 |
| MTDMettler Toledo International Inc | COM | 1 | $1,000 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 4 | $0 | 0.0% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 9 | $0 | 0.0% | 歷史 |
| AAgilent Technologies, Inc. | COM | 6 | $0 | 0.0% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 23 | $0 | 0.0% | 歷史 |
| NBHNeuberger Municipal Fund Inc. | COM | 4 | $0 | 0.0% | 歷史 |
| CHDNChurchill Downs Inc | COM | 6 | $0 | 0.0% | 歷史 |
| TOLToll Brothers, Inc. | COM | 8 | $0 | 0.0% | 歷史 |
| SAIASaia Inc | COM | 1 | $0 | 0.0% | 歷史 |
| ENTGEntegris Inc | COM | 6 | $0 | 0.0% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 120 | $0 | 0.0% | 歷史 |
| EDITEditas Medicine, Inc. | COM | 170 | $0 | 0.0% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 30 | $0 | 0.0% | 歷史 |