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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
$380.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 54
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
CORZ
CORE SCIENTIFIC INC NEW COM
+$20.0M
8,986,651
+0%
减持
AGNC
AGNC INVT CORP
-$17.4M
7,578
-100%
清仓
—
1/100 BERKSHIRE HTWY A
-$15.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
+$15.0M
22
增持
NLY
ANNALY CAP MGMT INC COM NEW
+$14.1M
788,336
+5114%
减持
CORZW
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
+$5.4M
4,814,729
-5%
减持
SGOV
ISHARES 0 TO 3 MNTH
-$3.5M
882
-97%
增持
IEF
ISHARES TR 7-10 YR TREAS BD ETF
+$3.0M
35,669
+1163%
减持
TMF
DIR DAILY 20 YEAR TRSRY
-$1.7M
31
-100%
增持
ET
ENERGY TRANSFER L P LP
+$1.6M
365,240
+6%
减持
—
EXXON MOBIL CORP COM
-$660.6K
33,194
-8%
增持
IWF
ISHARES RUSSELL 1000
+$565.6K
1,486
+1690%
增持
GOOGL
ALPHABET INC CL A
+$534.7K
5,274
+89%
增持
KYN
KAYNE ANDERSON ENERGY IN
+$474.7K
72,360
+79%
减持
—
LINDE PLC NEW SHS ISIN#IE000S9YS762
-$429.3K
485
-63%
减持
OMFL
INVESCO RUSSELL 1000
-$421.9K
267
-97%
减持
KWEB
KRANESHARES CSI CHINA
-$420.7K
11,722
-48%
减持
AMZN
AMAZON.COM INC
+$392.9K
16,366
-5%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$388.3K
1,459
-50%
增持
VOOV
VANGUARD S&P 500 VALUE
+$378.0K
2,212
+1300%
增持
NVDA
NVIDIA CORP COM
+$366.8K
23,672
+2%
增持
AAPL
APPLE INC COM
+$365.0K
15,696
+3%
减持
EMR
EMERSON ELEC CO
-$362.9K
647
-84%
增持
ATO
ATMOS ENERGY CORP COM
+$350.2K
4,481
+127%
建仓
RSST
TIDAL TR II RETURN STACKED U S STKS & MANAGED FUTURES ETF
+$347.6K
14,545
减持
PG
PROCTER & GAMBLE CO COM
-$344.7K
2,806
-40%
增持
LNG
CHENIERE ENERGY INC
+$331.5K
1,787
+512%
增持
GOOG
ALPHABET INC
+$326.8K
12,159
+2%
增持
NEE
NEXTERA ENERGY INC
+$309.9K
4,947
+835%
建仓
O
REALTY INCOME CORP
+$308.2K
5,770
减持
SUB
ISHARES SHORT TERM NTNL
-$280.7K
23
-99%
减持
IUSB
ISHARES TOTAL USD BOND
-$279.9K
71,579
-4%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$276.1K
712
+189%
增持
SPGI
S&P GLOBAL INC COM
+$275.6K
1,017
+128%
建仓
VTEB
VANGUARD MUNI BND TAX
+$267.0K
5,326
减持
AOS
SMITH A O CORP COM
-$242.7K
5,645
-19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$242.1K
27,563
-0%
减持
BABA
ALIBABA GROUP HLDG LTD F
-$236.3K
10,986
-0%
减持
ADBE
ADOBE SYS INC COM
-$230.6K
1,072
-22%
减持
VOO
VANGUARD S&P 500 ETF
-$228.8K
114
-79%
减持
OMFS
INVESCO RUSSLL 2000 DYMC
-$224.8K
188
-97%
减持
IMFL
INVESCO INTERN DVLP DYN
-$214.4K
280
-97%
减持
QUAL
ISHARES TR MSCI USA QUALITY FACTOR ETF
-$213.2K
2,796
-30%
增持
SHOP
SHOPIFY INC F
+$211.8K
6,410
+9%
建仓
DC
DAKOTA GOLD CORP
+$201.6K
91,636
减持
GD
GENERAL DYNAMICS CORP COM
-$189.2K
1,945
-16%
建仓
ODV
OSISKO DEV CORP F
+$188.6K
115,729
减持
UNH
UNITEDHEALTH GROUP INC COM
-$185.6K
530
-32%
减持
NVO
NOVO-NORDISK A S F
-$183.5K
1,510
-43%
增持
MUB
ISHARES TR NATL MUN BD ETF FD
+$181.6K
12,495
+18%
建仓
CSGP
COSTAR GROUP INC
+$178.0K
2,487
增持
V
VISA INC COM CL A
+$173.6K
2,644
+10%
增持
ABT
ABBOTT LABS COM
+$169.9K
42,784
+4%
增持
ILMN
ILLUMINA INC
+$169.8K
3,030
+68%
增持
NFLX
NETFLIX INC COM
+$168.1K
760
+6%
减持
PANW
PALO ALTO NETWORKS INC COM
-$167.0K
138
-75%
增持
ABNB
AIRBNB INC
+$165.6K
3,884
+43%
减持
SII
SPROTT INC F
-$161.5K
0
-100%
减持
TSLA
TESLA INC COM
+$155.0K
1,099
-0%
清仓
VEA
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
-$154.5K
0
-100%
建仓
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF
+$142.8K
348
清仓
CMG
CHIPOTLE MEXICAN GRILL I
-$138.3K
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$130.1K
4,726
+109%
建仓
ZVIA
ZEVIA PBC
+$128.5K
30,674
减持
SHW
SHERWIN-WILLIAMS CO COM
-$126.3K
2,424
-3%
减持
CRM
SALESFORCE INC COM
+$125.6K
2,104
-0%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$122.7K
1,053
-42%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
+$120.7K
5,890
+103%
减持
TMO
THERMO FISHER SCIENTIFIC
-$120.6K
918
-5%
减持
CTAS
CINTAS CORP COM
-$120.3K
3,370
-6%
减持
DBMF
LITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF
-$117.3K
20,278
-12%
减持
NDSN
NORDSON CORP COM
-$115.4K
479
-42%
增持
PYPL
PAYPAL HLDGS INC
+$115.4K
3,427
+51%
增持
KNSL
KINSALE CAP GROUP INC
+$115.3K
303
+451%
减持
IBB
ISHARES BIOTECHNOLOGY
-$114.4K
975
-42%
增持
KMI
KINDER MORGAN INC DEL
+$112.8K
16,674
+7%
增持
GILD
GILEAD SCIENCES INC
+$111.8K
2,401
+83%
增持
MTUM
ISHARES TR MSCI USA MOMENTUM FACTOR ETF
+$111.2K
1,882
+37%
清仓
—
GARMIN LTD F
-$109.7K
0
-100%
增持
MA
MASTERCARD INC
+$107.1K
1,520
+8%
建仓
SOC
SABLE OFFSHORE CORP
+$105.5K
4,608
清仓
DFH
DREAM FINDERS HOMES INC
-$104.9K
0
-100%
减持
QCOM
QUALCOMM INC COM
-$104.2K
4,148
-5%
建仓
—
CONSOL ENERGY INC NEW
+$102.7K
963
增持
—
ROIVANT SCIENCES LTD F
+$102.4K
18,240
+86%
增持
ORCL
ORACLE CORP COM
+$101.4K
3,747
+22%
建仓
OSCR
OSCAR HEALTH INC
+$99.9K
7,434
建仓
APO
APOLLO GLOBAL MGMT INC N
+$96.6K
585
减持
BDX
BECTON DICKINSON & CO COM
-$96.5K
633
-36%
减持
FIS
FIDELITY NATL INFORMATIO
-$95.2K
1,260
-46%
清仓
PKG
PACKAGING CORP AMER
-$92.6K
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$91.8K
6,509
+6%
增持
OKE
ONEOK INC NEW
+$90.3K
1,953
+68%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$89.2K
0
-100%
清仓
IP
INTERNTNL PAPER CO
-$88.5K
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$88.3K
0
-100%
增持
SCHW
CHARLES SCHWAB CORP
+$87.8K
1,744
+174%
减持
MBB
ISHARES MBS ETF
-$87.2K
17,200
-1%
增持
VB
VANGUARD SMALL CAP ETF
+$86.1K
473
+308%
减持
AFL
AFLAC INC COM
-$85.6K
7,507
-3%
建仓
VOE
VANGUARD MID CAP VALUE
+$85.3K
527
清仓
GS
GOLDMAN SACHS GROUP INC
-$84.7K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$83.3K
131
清仓
CFG
CITIZENS FINL GROUP INC
-$83.0K
0
-100%
增持
ACWI
ISHARES MSCI ACWI ETF
+$82.6K
703
减持
ECL
ECOLAB INC COM
-$82.2K
2,544
-4%
减持
ZTS
ZOETIS INC
-$81.9K
2,000
-4%
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$81.7K
709
清仓
WFC
WELLS FARGO & CO
-$80.8K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$80.8K
0
-100%
增持
CTA
SIMPLIFY MANAGED FUTURS
+$80.5K
32,836
+2%
清仓
NWS
NEWS CORP NEW
-$80.0K
0
-100%
清仓
C
CITIGROUP INC
-$79.6K
0
-100%
清仓
BAC
BANK OF AMERICA CORP
-$79.5K
0
-100%
减持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
-$79.4K
12,317
-8%
清仓
NWSA
NEWS CORP NEW
-$78.8K
0
-100%
增持
PWR
QUANTA SVCS INC
+$78.4K
550
+72%
建仓
AIG
AMERICAN INTL GROUP INC
+$77.0K
1,058
增持
BEN
FRANKLIN RES INC COM
+$76.9K
10,047
+59%
减持
IT
GARTNER INC
-$76.7K
510
-20%
建仓
RQI
COHEN STEERS QUAL INCOME
+$76.5K
6,250
增持
NOBL
PROSHARES S&P 500 DIV
+$76.4K
8,637
+18%
建仓
PCAR
PACCAR INC
+$76.1K
732
建仓
MET
METLIFE INC
+$74.6K
911
增持
PCT
PURECYCLE TECHNOLOGIES I
+$73.8K
26,209
+28%
减持
CL
COLGATE PALMOLIVE CO
-$73.3K
3,854
-6%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$72.5K
1,818
+4%
增持
LLY
LILLY ELI & CO COM
+$71.6K
1,630
+22%
建仓
CDW
CDW CORP
+$69.3K
398
增持
EFV
ISHARES TR MSCI EAFE VALUE ETF
+$67.5K
7,058
+34%
减持
NUE
NUCOR CORP COM
-$67.1K
853
-23%
增持
ABBV
ABBVIE INC COM
+$64.9K
14,808
+14%
增持
PAYC
PAYCOM SOFTWARE INC
+$64.2K
1,152
+12%
建仓
SKWD
SKYWARD SPECIALTY INS GR
+$61.5K
1,216
建仓
—
INTERNTNL GEN INS HLDG F
+$60.2K
2,535
减持
VGLT
VANGUARD LONG TERM
-$59.9K
1,225
-41%
减持
PSLV
SPROTT PHYSICAL SILVER E
-$59.7K
1,052
-84%
增持
—
CHUBB LTD COM ISIN#CH0044328745
+$59.4K
3,125
+12%
减持
PFE
PFIZER INC
-$58.6K
2,114
-47%
减持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
-$58.1K
3,132
-7%
清仓
DG
DOLLAR GEN CORP NEW
-$56.9K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS IN
+$56.8K
110
增持
IJR
ISHARES TR CORE S&P SMALL-CAP ETF
+$55.9K
4,512
+14%
建仓
CRL
CHARLES RIV LABORATORIES
+$55.6K
301
清仓
DE
DEERE & CO
-$55.1K
0
-100%
增持
WDAY
WORKDAY INC
+$54.9K
1,605
+9%
减持
TGT
TARGET CORP
-$54.8K
2,493
-1%
增持
MCD
MCDONALDS CORP COM
+$54.5K
1,633
+19%
增持
BALL
BALL CORP
+$54.4K
1,428
+299%
增持
MSCI
MSCI INC
+$52.3K
807
+9%
