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ORG Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

ORG Wealth Partners, LLC

报告期 2026-03-31 · CIK 0002032602

持仓数

821

前50大市值合计

$380.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CORZ CORE SCIENTIFIC INC NEW COM

Equity

$108.9M

7,277,778

28.7%

VOXR VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036

Equity

$61.2M

11,678,143

16.1%

CORZW CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1

Equity

$35.5M

4,056,829

9.3%

BRK/A BERKSHIRE HATHAWAY INC DEL CL A

Equity

$15.8M

22

4.2%

— EXXON MOBIL CORP

COMMON STOCK

$9.0M

52,850

2.4%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Equity

$8.9M

18,505

2.3%

NVDA NVIDIA CORP

COMMON STOCK

$8.0M

45,860

2.1%

JPST JPMORGAN ULTRA-SHORT INCOME ETF

UIT EXCHANGE TRADED

$7.7M

153,012

2.0%

AAPL APPLE INC

COMMON STOCK

$7.2M

28,236

1.9%

ET ENERGY TRANSFER L P LP

LIMITED PARTNERSHP

$6.5M

336,990

1.7%

ARR ARMOUR RESIDENTIAL REIT INC COM PAR $0 001

Equity

$5.9M

355,000

1.6%

AMZN AMAZON.COM INC

COMMON STOCK

$5.3M

25,516

1.4%

ABBV ABBVIE INC

COMMON STOCK

$5.3M

24,382

1.4%

BRK/B BERKSHIRE HATHAWAY CLASS B

COMMON STOCK

$4.8M

9,987

1.3%

GOOG ALPHABET INC CLASS CLASS C

COMMON STOCK

$4.2M

14,563

1.1%

JPM JPMORGAN CHASE & CO

COMMON STOCK

$4.2M

14,180

1.1%

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A

COMMON STOCK

$4.1M

27,749

1.1%

CFIT CAMBRIA FIXED INCOME TREND ETF

UIT EXCHANGE TRADED

$3.9M

159,015

1.0%

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

UIT EXCHANGE TRADED

$3.9M

39,116

1.0%

ABT ABBOTT LABS

COMMON STOCK

$3.9M

38,127

1.0%

MSFT MICROSOFT CORP

COMMON STOCK

$3.7M

9,917

1.0%

GOOGL ALPHABET INC CLASS CLASS A

COMMON STOCK

$2.9M

10,251

0.8%

IBM IBM CORP

COMMON STOCK

$2.8M

11,353

0.7%

NVDA NVIDIA CORP COM

Equity

$2.7M

15,644

0.7%

EPD ENTERPRISE PRODS PART LP

LIMITED PARTNERSHP

$2.7M

72,055

0.7%

TSLA TESLA INC

COMMON STOCK

$2.6M

6,985

0.7%

EQT EQT CORP

COMMON STOCK

$2.6M

40,076

0.7%

KYN KAYNE ANDERSON ENERGY IN

CLOSED END MUTL FUND

$2.5M

173,326

0.7%

KTOS KRATOS DEFENSE & SEC SOL

COMMON STOCK

$2.5M

35,057

0.7%

WMT WALMART INC

COMMON STOCK

$2.4M

19,555

0.6%

COST COSTCO WHSL CORP NEW

COMMON STOCK

$2.4M

2,392

0.6%

IEFA ISHARES CORE MSCI EAFE ETF

UIT EXCHANGE TRADED

$2.4M

26,122

0.6%

SHOP SHOPIFY INC FCLASS CLASS A

FOREIGN CANADIAN

$2.3M

19,027

0.6%

AMGN AMGEN INC

COMMON STOCK

$2.2M

6,117

0.6%

SCCO SOUTHERN COPPER CORP

COMMON STOCK

$2.1M

12,460

0.6%

PHYS SPROTT PHYSGLD TRST

CLOSED END MUTL FUND

$2.1M

59,640

0.6%

CRWD CROWDSTRIKE HLDGS INC CLASS A

COMMON STOCK

$2.1M

5,401

0.6%

CFIT CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF

Equity

$2.0M

81,753

0.5%

VG VENTURE GLOBAL INC CLASS CLASS A

COMMON STOCK

$2.0M

128,403

0.5%

PFE PFIZER INC

COMMON STOCK

$2.0M

70,892

0.5%

HD HOME DEPOT INC

COMMON STOCK

$1.9M

5,909

0.5%

URI UNITED RENTALS INC

COMMON STOCK

$1.9M

2,597

0.5%

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

UIT EXCHANGE TRADED

$1.8M

41,163

0.5%

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

UIT EXCHANGE TRADED

$1.7M

18,211

0.5%

HON HONEYWELL INTL INC

COMMON STOCK

$1.7M

7,591

0.5%

JNJ JOHNSON & JOHNSON

COMMON STOCK

$1.6M

6,741

0.4%

OKTA OKTA INC CLASS A

COMMON STOCK

$1.6M

20,089

0.4%

CAT CATERPILLAR INC

COMMON STOCK

$1.6M

2,208

0.4%

XPMIX STEPSTONE PRIVATE MARKETS CLASS I

CLOSED END MUTL FUND

$1.6M

25,791

0.4%

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

UIT EXCHANGE TRADED

$1.5M

85,174

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

63%前 6 大占比

CORZ28.7%VOXR16.1%CORZW9.3%BRK/A4.2%EXXON MOBIL CORP2.4%BRK/B2.3%