Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 692
- 較 2025 年第 4 季 +9
- 總值
- $3.65 億
- 較 2025 年第 4 季 +$128.1 萬 (+0.4%)
| 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 | 746,729 | $3,878 萬 | 10.6% | +80,178+12.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 619,238 | $2,894 萬 | 7.9% | −16,476−2.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,583 | $2,714 萬 | 7.4% | +404+0.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 802,351 | $2,110 萬 | 5.8% | +801,018+60,091.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 29,256 | $1,748 萬 | 4.8% | −1,957−6.3% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 213,651 | $1,647 萬 | 4.5% | +4,481+2.1% | 加碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 194,111 | $1,554 萬 | 4.3% | +351+0.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 544,064 | $1,366 萬 | 3.7% | −16,728−3.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 286,176 | $1,243 萬 | 3.4% | −15,062−5.0% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 157,609 | $1,131 萬 | 3.1% | +932+0.6% | 加碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 467,609 | $1,061 萬 | 2.9% | +298,633+176.7% | 加碼 | – |
| MDTMedtronic plc | Stock | 104,515 | $905.6 萬 | 2.5% | +299+0.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 9,711 | $893.2 萬 | 2.4% | −2,373−19.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 185,895 | $890.5 萬 | 2.4% | −521−0.3% | 減碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 168,318 | $855.2 萬 | 2.3% | −7,607−4.3% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,550 | $810.2 萬 | 2.2% | −387−2.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 10,660 | $755.2 萬 | 2.1% | −2,175−16.9% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 73,645 | $740.6 萬 | 2.0% | +73,645 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,119 | $647.7 萬 | 1.8% | −2,917−8.8% | 減碼 | – |
| Vanguard Emerging Markets Ex-China ETF921910683 | COM | 79,170 | $644.3 萬 | 1.8% | +79,170 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,138 | $629.5 萬 | 1.7% | −83−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,357 | $542.0 萬 | 1.5% | −1,438−6.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 154,267 | $421.9 萬 | 1.2% | −311,114−66.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 75,858 | $340.6 萬 | 0.9% | −27,787−26.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 74,812 | $328.8 萬 | 0.9% | −3,292−4.2% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 9,898 | $306.3 萬 | 0.8% | −4,731−32.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 68,836 | $288.4 萬 | 0.8% | +68,836 | 新進 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 34,717 | $286.1 萬 | 0.8% | +10,570+43.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,060 | $260.5 萬 | 0.7% | −52−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,753 | $251.1 萬 | 0.7% | −239−2.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,806 | $204.2 萬 | 0.6% | +33+0.3% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 13,342 | $158.2 萬 | 0.4% | +3,019+29.2% | 加碼 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 85,712 | $149.4 萬 | 0.4% | −809−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 32,998 | $148.2 萬 | 0.4% | −4,796−12.7% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,577 | $132.4 萬 | 0.4% | −31−0.9% | 減碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,641 | $125.2 萬 | 0.3% | −4,567−34.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,613 | $117.8 萬 | 0.3% | +113+0.5% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 7,342 | $117.7 萬 | 0.3% | −1,249−14.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,920 | $103.2 萬 | 0.3% | +36+0.6% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 4,060 | $82.5 萬 | 0.2% | +20+0.5% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,709 | $80.7 萬 | 0.2% | −269−1.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,575 | $75.7 萬 | 0.2% | −22−0.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,718 | $71.0 萬 | 0.2% | +6+0.1% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 4,300 | $70.5 萬 | 0.2% | −16,044−78.9% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,426 | $68.5 萬 | 0.2% | −25−0.5% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,763 | $62.7 萬 | 0.2% | +40.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,960 | $57.3 萬 | 0.2% | +5,512+1,230.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 12,616 | $55.8 萬 | 0.2% | −2,005−13.7% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,341 | $53.7 萬 | 0.1% | −322−5.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 9,715 | $51.8 萬 | 0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 6,029 | $51.3 萬 | 0.1% | +94+1.6% | 加碼 | 歷史 |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 4,879 | $49.9 萬 | 0.1% | +4,879 | 新進 | – |
| Schwab International Equity ETF808524805 | ETF | 19,420 | $48.0 萬 | 0.1% | +1,176+6.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,882 | $40.9 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 7,890 | $39.9 萬 | 0.1% | +227+3.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 10,126 | $37.4 萬 | 0.1% | +10,126 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,307 | $30.6 萬 | 0.1% | +10.0% | 加碼 | – |
| MUMicron Technology Inc | Stock | 872 | $29.4 萬 | 0.1% | −50−5.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,158 | $29.3 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,486 | $28.5 萬 | 0.1% | −89−5.7% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 1,158 | $28.3 萬 | 0.1% | −54−4.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,758 | $28.3 萬 | 0.1% | −57−2.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F151 | FT VEST NASD 100 | 12,643 | $27.8 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 273 | $27.2 萬 | 0.1% | +7+2.6% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 6,532 | $26.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 377 | $26.3 萬 | 0.1% | −3−0.8% | 減碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 5,127 | $24.4 萬 | 0.1% | −2,538−33.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 415 | $23.9 萬 | 0.1% | +23+5.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,807 | $23.9 萬 | 0.1% | +15+0.2% | 加碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,371 | $23.5 萬 | 0.1% | −344−12.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 335 | $21.8 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 5,133 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 2,711 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,297 | $19.2 萬 | 0.1% | +1,113+604.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 333 | $19.0 萬 | 0.1% | −160−32.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 870 | $18.0 萬 | <0.1% | +207+31.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 555 | $17.6 萬 | <0.1% | −54−8.9% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,549 | $17.1 萬 | <0.1% | −210−11.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,851 | $16.9 萬 | <0.1% | +771+71.4% | 加碼 | – |
| VVisa Inc. | Stock | 556 | $16.8 萬 | <0.1% | −37−6.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 6,168 | $15.8 萬 | <0.1% | −16,724−73.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 879 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 2,953 | $14.8 萬 | <0.1% | −45−1.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 479 | $14.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,595 | $14.7 萬 | <0.1% | +192+13.7% | 加碼 | – |
| INTCIntel Corp | Stock | 3,318 | $14.6 萬 | <0.1% | −555−14.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 886 | $14.5 萬 | <0.1% | +725+450.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 2,638 | $14.4 萬 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 873 | $14.3 萬 | <0.1% | −13−1.5% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 563 | $13.9 萬 | <0.1% | +126+28.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 581 | $13.7 萬 | <0.1% | +18+3.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 825 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 373 | $13.1 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 1,796 | $13.1 萬 | <0.1% | +1,796 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,613 | $12.5 萬 | <0.1% | −30−1.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 2,572 | $12.5 萬 | <0.1% | −89−3.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 850 | $12.2 萬 | <0.1% | +7+0.8% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 2,650 | $12.0 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 489 | $11.8 萬 | <0.1% | −5−1.0% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（32 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 44,963 | $176.9 萬 | 0.5% | – |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 171,806 | $173.3 萬 | 0.5% | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 10,546 | $43.9 萬 | 0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 94 | $6.40 萬 | <0.1% | – |
| RHRH | COM | 80 | $1.40 萬 | <0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 499 | $1.10 萬 | <0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 209 | $9,000 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 76 | $7,000 | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 66 | $7,000 | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 108 | $5,000 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 68 | $4,000 | <0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 20 | $4,000 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 37 | $3,000 | <0.1% | – |
| FLUTFlutter Entertainment plc | SHS | 11 | $2,000 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 27 | $2,000 | <0.1% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 14 | $1,000 | <0.1% | – |
| WENWendy's Co | Stock | 184 | $1,000 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 12 | $1,000 | <0.1% | – |
| iShares Tr46435U713 | US INFRASTRUC | 24 | $1,000 | <0.1% | – |
| PSKYParamount Skydance Corp | COM CL B | 129 | $1,000 | <0.1% | 歷史 |
| EMBCEmbecta Corp. | Stock | 4 | $0 | 0.0% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 4 | $0 | 0.0% | 歷史 |
| NTNXNutanix, Inc. | Stock | 9 | $0 | 0.0% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 3 | $0 | 0.0% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1 | $0 | 0.0% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1 | $0 | 0.0% | 歷史 |
| MRPMillrose Properties, Inc. | COM CL A | 24 | $0 | 0.0% | 歷史 |
| GDDYGoDaddy Inc. | CL A | 3 | $0 | 0.0% | 歷史 |
| ADTADT Inc. | COM | 96 | $0 | 0.0% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1 | $0 | 0.0% | 歷史 |
| DAYDayforce, Inc. | COM | 9 | $0 | 0.0% | 歷史 |
| SMCISuper Micro Computer, Inc. | COM | 4 | $0 | 0.0% | 歷史 |