Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/23 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 683
- 較 2025 年第 3 季 0
- 總值
- $3.64 億
- 較 2025 年第 3 季 +$1,394 萬 (+4.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Flexible Income Active ETF092528603 | ETF | 666,551 | $3,517 萬 | 9.7% | +201,555+43.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 635,714 | $3,024 萬 | 8.3% | −50,023−7.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,179 | $2,822 萬 | 7.8% | −84−0.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,213 | $1,958 萬 | 5.4% | −2,234−6.7% | 減碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 193,760 | $1,632 萬 | 4.5% | +1,183+0.6% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 209,170 | $1,578 萬 | 4.3% | −5,801−2.7% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 560,792 | $1,471 萬 | 4.0% | −24,526−4.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 515,023 | $1,340 萬 | 3.7% | −5,388−1.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 301,238 | $1,334 萬 | 3.7% | −2,286−0.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 12,084 | $1,299 萬 | 3.6% | −371−3.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 465,381 | $1,257 萬 | 3.5% | −49,476−9.6% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 156,677 | $1,122 萬 | 3.1% | +1,848+1.2% | 加碼 | – |
| MDTMedtronic plc | Stock | 104,216 | $1,001 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,937 | $923.8 萬 | 2.5% | −153−0.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 186,416 | $910.4 萬 | 2.5% | +13,225+7.6% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 175,925 | $840.7 萬 | 2.3% | −54,528−23.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 12,835 | $735.2 萬 | 2.0% | −299−2.3% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 33,036 | $726.0 萬 | 2.0% | +150+0.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,221 | $664.5 萬 | 1.8% | −331−2.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,795 | $619.7 萬 | 1.7% | −525−2.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,629 | $506.3 萬 | 1.4% | −317−2.1% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 103,645 | $460.3 萬 | 1.3% | −2,915−2.7% | 減碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 168,976 | $388.1 萬 | 1.1% | +160,984+2,014.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 78,104 | $350.7 萬 | 1.0% | +1,297+1.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,112 | $285.2 萬 | 0.8% | −401−4.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,992 | $282.1 萬 | 0.8% | −449−4.8% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 20,344 | $256.1 萬 | 0.7% | −291−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,773 | $225.6 萬 | 0.6% | −615−5.9% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 24,147 | $201.8 萬 | 0.6% | +4,527+23.1% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 13,208 | $186.4 萬 | 0.5% | +70+0.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 44,963 | $176.9 萬 | 0.5% | −1,943−4.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,608 | $174.5 萬 | 0.5% | −297−7.6% | 減碼 | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 171,806 | $173.3 萬 | 0.5% | +171,806 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 37,794 | $170.9 萬 | 0.5% | −9,769−20.5% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 8,591 | $158.2 萬 | 0.4% | +15+0.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 86,521 | $151.6 萬 | 0.4% | −21,318−19.8% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 10,323 | $123.2 萬 | 0.3% | +1,686+19.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,500 | $118.1 萬 | 0.3% | +220+0.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,884 | $109.7 萬 | 0.3% | −183−3.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,040 | $103.9 萬 | 0.3% | +26+0.6% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,978 | $91.2 萬 | 0.3% | −229−0.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,597 | $83.6 萬 | 0.2% | −128−4.7% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,451 | $73.6 萬 | 0.2% | −36−0.7% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,759 | $73.0 萬 | 0.2% | +9+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 14,621 | $65.9 萬 | 0.2% | +8,906+155.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 5,712 | $63.6 萬 | 0.2% | −720−11.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 22,892 | $58.7 萬 | 0.2% | −4,593−16.7% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,663 | $56.8 萬 | 0.2% | +1,454+34.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 9,715 | $53.2 萬 | 0.1% | −49−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 10,721 | $51.1 萬 | 0.1% | −20−0.2% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 5,935 | $46.8 萬 | 0.1% | −18−0.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 10,546 | $43.9 萬 | 0.1% | −190−1.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 18,244 | $43.8 萬 | 0.1% | +642+3.6% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,886 | $43.0 萬 | 0.1% | −53−2.7% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 7,663 | $39.1 萬 | 0.1% | −22,523−74.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 2,815 | $35.2 萬 | 0.1% | −69−2.4% | 減碼 | 歷史 |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 7,665 | $35.1 萬 | 0.1% | +7,665 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,306 | $33.2 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| METAMeta Platforms, Inc. | Stock | 493 | $32.5 萬 | 0.1% | −77−13.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 6,813 | $32.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,575 | $30.1 萬 | 0.1% | +2+0.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 380 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 2,711 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F151 | FT VEST NASD 100 | 12,643 | $28.3 萬 | 0.1% | −73,623−85.3% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,715 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 922 | $26.3 萬 | 0.1% | −73−7.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,156 | $25.3 萬 | 0.1% | −56−1.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,212 | $25.0 萬 | 0.1% | −130−9.7% | 減碼 | 歷史 |
| APGAPi Group Corp | COM STK | 6,532 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 392 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 266 | $22.9 萬 | 0.1% | −1−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 334 | $22.8 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 5,133 | $22.2 萬 | 0.1% | −87−1.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,792 | $21.3 萬 | 0.1% | +18+0.2% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,759 | $20.7 萬 | 0.1% | +4+0.2% | 加碼 | – |
| VVisa Inc. | Stock | 593 | $20.7 萬 | 0.1% | −18−2.9% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,208 | $16.7 萬 | <0.1% | +10.0% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 609 | $16.5 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 886 | $15.7 萬 | <0.1% | −59−6.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 2,638 | $14.7 萬 | <0.1% | −167−6.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 479 | $14.6 萬 | <0.1% | +8+1.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 2,661 | $14.6 萬 | <0.1% | −510−16.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 494 | $14.6 萬 | <0.1% | −56−10.2% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 3,873 | $14.2 萬 | <0.1% | −962−19.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 729 | $14.2 萬 | <0.1% | −61−7.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 563 | $13.5 萬 | <0.1% | −28−4.7% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,403 | $13.2 萬 | <0.1% | −165−10.5% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 1,643 | $12.6 萬 | <0.1% | −525−24.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 825 | $12.6 萬 | <0.1% | −46−5.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,998 | $12.2 萬 | <0.1% | −531−15.0% | 減碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 2,650 | $12.2 萬 | <0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 371 | $12.1 萬 | <0.1% | −20−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 843 | $12.0 萬 | <0.1% | −124−12.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 347 | $11.9 萬 | <0.1% | −78−18.4% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 583 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 412 | $11.5 萬 | <0.1% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 709 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 428 | $11.3 萬 | <0.1% | −5−1.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,209 | $11.2 萬 | <0.1% | −349−22.4% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（30 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 2,649 | $13.1 萬 | <0.1% | – |
| WSTWest Pharmaceutical Services Inc | COM | 140 | $3.60 萬 | <0.1% | 歷史 |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 719 | $1.80 萬 | <0.1% | – |
| ALCAlcon Inc | Stock | 225 | $1.60 萬 | <0.1% | 歷史 |
| TET1 Energy Inc. | COM NEW | 5,084 | $1.10 萬 | <0.1% | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 418 | $1.10 萬 | <0.1% | 歷史 |
| VLTOVeralto Corp | Stock | 85 | $9,000 | <0.1% | 歷史 |
| CDWCDW Corp | COM | 36 | $5,000 | <0.1% | 歷史 |
| CSLCarlisle Companies Inc | COM | 14 | $4,000 | <0.1% | 歷史 |
| KKellanova | Stock | 40 | $3,000 | <0.1% | 歷史 |
| LEN.BLennar Corp | CL B | 33 | $3,000 | <0.1% | 歷史 |
| MGMMGM Resorts International | Stock | 82 | $2,000 | <0.1% | 歷史 |
| SWSmurfit Westrock plc | Stock | 66 | $2,000 | <0.1% | 歷史 |
| PFGCPerformance Food Group Co | COM | 26 | $2,000 | <0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 72 | $2,000 | <0.1% | 歷史 |
| SNNRFSunrise Communications AG | ADS CL A | 49 | $2,000 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 108 | $1,000 | <0.1% | 歷史 |
| LBTYALiberty Global Ltd. | COM CL A | 88 | $1,000 | <0.1% | 歷史 |
| AVTAvnet Inc | COM | 25 | $1,000 | <0.1% | 歷史 |
| MANManpowerGroup Inc. | COM | 31 | $1,000 | <0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 4 | $0 | 0.0% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1 | $0 | 0.0% | 歷史 |
| EFXEquifax Inc | COM | 1 | $0 | 0.0% | 歷史 |
| DXCMDexcom Inc | COM | 2 | $0 | 0.0% | 歷史 |
| SBACSba Communications Corp | CL A | 1 | $0 | 0.0% | 歷史 |
| CSGPCostar Group, Inc. | COM | 2 | $0 | 0.0% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1 | $0 | 0.0% | 歷史 |
| PINSPinterest, Inc. | CL A | 9 | $0 | 0.0% | 歷史 |
| GRMNGarmin Ltd | SHS | 1 | $0 | 0.0% | 歷史 |
| CPRTCopart Inc | COM | 5 | $0 | 0.0% | 歷史 |