Ogorek Anthony Joseph /Ny/ 13F 持仓 · 2026年Q2
Ogorek Anthony Joseph /Ny/ 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 689 只证券,申报市值合计 4.03 亿美元。前几大持仓:BINC(9.81%)、VTI(7.78%)、DJUL(7.34%)。本季前 25 大持仓中:增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BINC | BINC | $39.5M | 9.81% | 754,941 | 增持 |
| 2 | VTI | VTI | $31.3M | 7.78% | 84,645 | 增持 |
| 3 | DJUL | DJUL | $29.6M | 7.34% | 589,876 | 减持 |
| 4 | YDEC | YDEC | $22.0M | 5.46% | 798,972 | 减持 |
| 5 | VOO | VOO | $19.9M | 4.95% | 29,036 | 减持 |
| 6 | VXUS | VXUS | $18.3M | 4.54% | 213,815 | 增持 |
| 7 | SCHB | SCHB | $15.7M | 3.90% | 541,958 | 减持 |
| 8 | CVLC | CVLC | $14.1M | 3.51% | 149,517 | 减持 |
| 9 | DOCT | DOCT | $13.3M | 3.30% | 284,386 | 减持 |
| 10 | VSGX | VSGX | $11.5M | 2.84% | 139,089 | 减持 |
| 11 | SCHI | SCHI | $10.7M | 2.66% | 473,448 | 增持 |
| 12 | PAVE | PAVE | $9.9M | 2.46% | 167,987 | 减持 |
| 13 | LLY | LLY | $9.8M | 2.43% | 8,159 | 减持 |
| 14 | DNOV | DNOV | $9.5M | 2.37% | 185,611 | 减持 |
| 15 | VUG | VUG | $9.5M | 2.35% | 110,032 | 增持 |
| 16 | CAT | CAT | $9.3M | 2.30% | 8,711 | 减持 |
| 17 | MDT | MDT | $8.2M | 2.03% | 104,699 | 增持 |
| 18 | VEXC | VEXC | $7.6M | 1.87% | 78,640 | 减持 |
| 19 | MINT | MINT | $7.4M | 1.85% | 73,805 | 增持 |
| 20 | VIG | VIG | $7.1M | 1.75% | 29,849 | 减持 |
| 21 | BRKB | BRK.B | $6.5M | 1.62% | 13,069 | 减持 |
| 22 | AAPL | AAPL | $6.2M | 1.54% | 21,460 | 增持 |
| 23 | MUNY | MUNY | $6.0M | 1.49% | 57,890 | 增持 |
| 24 | YMAR | YMAR | $4.4M | 1.09% | 153,873 | 减持 |
| 25 | AVGO | AVGO | $3.7M | 0.92% | 9,855 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR