Ogorek Anthony Joseph
- SEC CIK
- 0000714364
- 最新申報
- 2026/8/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 693
- 較 2026 年第 1 季 +1
- 總值
- $4.03 億
- 較 2026 年第 1 季 +$3,782 萬 (+10.4%)
| 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 | 754,941 | $3,951 萬 | 9.8% | +8,212+1.1% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84,645 | $3,132 萬 | 7.8% | +62+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 589,876 | $2,958 萬 | 7.3% | −29,362−4.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 798,972 | $2,201 萬 | 5.5% | −3,379−0.4% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 29,036 | $1,994 萬 | 5.0% | −220−0.8% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 213,815 | $1,828 萬 | 4.5% | +164+0.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 541,958 | $1,570 萬 | 3.9% | −2,106−0.4% | 減碼 | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 149,517 | $1,412 萬 | 3.5% | −44,594−23.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 284,386 | $1,328 萬 | 3.3% | −1,790−0.6% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 139,089 | $1,145 萬 | 2.8% | −18,520−11.8% | 減碼 | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 473,448 | $1,072 萬 | 2.7% | +5,839+1.2% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 167,987 | $989.7 萬 | 2.5% | −331−0.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 8,159 | $978.6 萬 | 2.4% | −1,552−16.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 185,611 | $953.1 萬 | 2.4% | −284−0.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 110,032 | $947.8 萬 | 2.4% | −1,268−1.1% | 減碼依 6 比 1 拆股換算 | – |
| CATCaterpillar Inc | Stock | 8,711 | $927.7 萬 | 2.3% | −1,949−18.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 104,699 | $819.0 萬 | 2.0% | +184+0.2% | 加碼 | 歷史 |
| Vanguard Emerging Markets Ex-China ETF921910683 | COM | 78,640 | $755.1 萬 | 1.9% | −530−0.7% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 73,805 | $744.0 萬 | 1.8% | +160+0.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,849 | $706.2 萬 | 1.8% | −270−0.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,069 | $653.9 萬 | 1.6% | −69−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,460 | $620.9 萬 | 1.5% | +103+0.5% | 加碼 | 歷史 |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 57,890 | $602.0 萬 | 1.5% | +53,011+1,086.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 153,873 | $440.9 萬 | 1.1% | −394−0.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 9,855 | $372.2 萬 | 0.9% | −43−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 74,812 | $354.9 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 72,699 | $339.7 萬 | 0.8% | −3,159−4.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,967 | $320.4 萬 | 0.8% | −93−1.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,830 | $312.0 萬 | 0.8% | +77+0.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 68,836 | $309.9 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 34,775 | $307.9 萬 | 0.8% | +58+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 9,806 | $233.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 44,422 | $230.5 萬 | 0.6% | +43,855+7,734.6% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 5,942 | $202.6 萬 | 0.5% | −1,400−19.1% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 4,311 | $186.0 萬 | 0.5% | +11+0.3% | 加碼 | 歷史 |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 24,272 | $183.6 萬 | 0.5% | +24,272 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 13,434 | $157.7 萬 | 0.4% | +92+0.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 32,998 | $155.4 萬 | 0.4% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F536 | LONG MUNI ETF | 86,344 | $153.5 萬 | 0.4% | +632+0.7% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,670 | $141.7 萬 | 0.4% | +29+0.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,506 | $130.7 萬 | 0.3% | −71−2.0% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 23,780 | $120.2 萬 | 0.3% | +167+0.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,918 | $118.4 萬 | 0.3% | −20.0% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,427 | $95.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,198 | $92.0 萬 | 0.2% | −511−1.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,616 | $85.6 萬 | 0.2% | +41+1.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 602 | $69.5 萬 | 0.2% | −270−31.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,030 | $68.3 萬 | 0.2% | +312+5.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 12,616 | $59.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,655 | $57.5 萬 | 0.1% | −108−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 9,715 | $56.8 萬 | 0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 5,997 | $54.9 萬 | 0.1% | −32−0.5% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 19,439 | $53.8 萬 | 0.1% | +19+0.1% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,073 | $51.0 萬 | 0.1% | −268−5.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,878 | $47.2 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 6,213 | $44.3 萬 | 0.1% | +253+4.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,308 | $43.9 萬 | 0.1% | +10.0% | 加碼 | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 7,904 | $40.6 萬 | 0.1% | +14+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 10,126 | $40.3 萬 | 0.1% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 2,885 | $40.2 萬 | 0.1% | −433−13.1% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,016 | $36.0 萬 | 0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,488 | $31.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,205 | $30.6 萬 | 0.1% | +47+4.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 415 | $30.5 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F151 | FT VEST NASD 100 | 12,643 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 3,123 | $28.3 萬 | 0.1% | +365+13.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 3,159 | $27.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| APGAPi Group Corp | COM STK | 6,532 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,709 | $27.0 萬 | 0.1% | +412+31.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 288 | $26.9 萬 | 0.1% | +15+5.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 336 | $25.1 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,645 | $23.9 萬 | 0.1% | −66−2.4% | 減碼 | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 2,371 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F631 | FT VEST US | 5,133 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,194 | $22.8 萬 | 0.1% | −613−7.9% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,205 | $20.2 萬 | 0.1% | +354+19.1% | 加碼 | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 5,040 | $20.2 萬 | 0.1% | −87−1.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,196 | $19.8 萬 | <0.1% | +326+37.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 565 | $19.3 萬 | <0.1% | +9+1.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 341 | $19.2 萬 | <0.1% | +8+2.4% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 1,796 | $18.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 468 | $18.6 萬 | <0.1% | −87−15.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 875 | $18.3 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,555 | $18.2 萬 | <0.1% | −58−3.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 889 | $17.0 萬 | <0.1% | +3+0.3% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,552 | $16.6 萬 | <0.1% | +3+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 6,168 | $16.5 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 2,638 | $15.7 萬 | <0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,064 | $15.6 萬 | <0.1% | +214+25.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,599 | $15.4 萬 | <0.1% | +4+0.3% | 加碼 | – |
| BACBank of America Corp | Stock | 2,716 | $15.4 萬 | <0.1% | +144+5.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 590 | $15.0 萬 | <0.1% | −27−4.4% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 563 | $14.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 399 | $14.0 萬 | <0.1% | +50+14.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 496 | $13.9 萬 | <0.1% | +7+1.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 372 | $13.4 萬 | <0.1% | −1−0.3% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 564 | $13.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 3,111 | $13.1 萬 | <0.1% | +158+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 412 | $12.6 萬 | <0.1% | 00.0% | 不變 | – |
2026 年第 1 季之後清倉（19 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BATRKAtlanta Braves Holdings, Inc. | COM C BRAVES GRP | 1,761 | $7.50 萬 | <0.1% | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 117 | $1.50 萬 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 2 | $1.30 萬 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 22 | $7,000 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 54 | $4,000 | <0.1% | 歷史 |
| SWSmurfit Westrock plc | Stock | 84 | $3,000 | <0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 38 | $3,000 | <0.1% | 歷史 |
| ICLRIcon PLC | COM | 20 | $2,000 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 167 | $2,000 | <0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 10 | $1,000 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 10 | $0 | 0.0% | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8 | $0 | 0.0% | – |
| TWTradeweb Markets Inc. | Stock | 5 | $0 | 0.0% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1 | $0 | 0.0% | 歷史 |
| DPZDominos Pizza Inc | COM | 1 | $0 | 0.0% | 歷史 |
| ALGNAlign Technology Inc | COM | 1 | $0 | 0.0% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 2 | $0 | 0.0% | 歷史 |
| GRMNGarmin Ltd | SHS | 1 | $0 | 0.0% | 歷史 |
| CPRTCopart Inc | COM | 8 | $0 | 0.0% | 歷史 |