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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 51
增持 66
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
CORZ
CORE SCIENTIFIC INC NEW COM
-$63.2M
8,711,823
-3%
减持
CORZW
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
-$25.0M
4,806,829
-0%
减持
NLY
ANNALY CAP MGMT INC
-$14.4M
1,621
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。
-100%
增持
JPST
JPMORGAN ULTRA SHORT
+$5.3M
105,100
+68147%
增持
SGOV
ISHARES 0-3 MONTH
+$4.4M
44,319
+4925%
增持
WMT
WALMART INC COM
+$3.1M
47,940
+261%
增持
—
EXXON MOBIL CORP COM
+$3.0M
54,845
+65%
建仓
CFIT
CAMBRIA FIXED INCOME
+$2.9M
116,249
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.7M
33,758
+1757%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
10,968
+425%
建仓
—
TRANSAMERICA SHORT-TERM
+$2.2M
219,710
建仓
—
EATON VANCE STRATEGIC IN
+$2.1M
314,230
增持
ABBV
ABBVIE INC COM
+$2.1M
22,823
+54%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
+$2.1M
11,023
+252%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.0M
27,159
-1%
增持
NVDA
NVIDIA CORP COM
+$1.9M
45,759
+93%
建仓
—
MASSMUTUAL GLOBAL FLTG R
+$1.8M
211,394
建仓
XPMIX
STEPSTONE PRIVATE MARKET
+$1.8M
32,069
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
1,925
+1081%
建仓
DIVO
AMPLIFY CWP ENHANCED DIV
+$1.7M
40,554
建仓
TFXIX
TRANSAMERICA BOND I
+$1.6M
202,472
增持
AAPL
APPLE INC COM
+$1.6M
24,637
+57%
增持
HD
HOME DEPOT INC COM
+$1.5M
5,172
+459%
建仓
HON
HONEYWELL INTL INC COM
+$1.5M
7,166
增持
AMZN
AMAZON.COM INC
+$1.5M
26,656
+63%
减持
IUSB
ISHARES CORE TOTAL USD
-$1.5M
37,561
-48%
建仓
GFFFX
AMERICAN FUNDS GROWTH FU
+$1.5M
21,443
增持
PHYS
SPROTT PHYSICAL GOLD ETV
+$1.4M
60,690
+5736%
增持
PFE
PFIZER INC
+$1.4M
59,226
+2702%
增持
AMGN
AMGEN INC COM
+$1.4M
5,506
+349%
建仓
OKTA
OKTA INC
+$1.3M
12,727
建仓
KTOS
KRATOS DEFENSE & SEC SOL
+$1.3M
44,584
增持
SHOP
SHOPIFY INC F
+$1.3M
20,157
+214%
建仓
SCCO
SOUTHERN COPPER CORP
+$1.3M
13,395
增持
ABT
ABBOTT LABS COM
+$1.2M
46,155
+8%
增持
EOG
EOG RES INC
+$1.2M
9,671
+7171%
增持
URI
UNITED RENTALS INC
+$1.2M
1,994
+5289%
建仓
XOP
SPDR S&P OIL & GAS EXPL
+$1.2M
9,267
增持
AGNC
AGNC INVT CORP COM
+$1.2M
128,127
+1591%
建仓
PDBC
INVSC ACTVLY MNG OPTM YD
+$1.1M
79,908
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
2,969
+21107%
建仓
VZ
VERIZON COMMUNICATIONS I
+$1.0M
22,975
减持
IEF
ISHARES TR 7-10 YR TREAS BD ETF
-$1.0M
23,891
-33%
增持
IJH
ISHARES CORE S&P MID CAP
+$971.8K
16,675
+14923%
增持
RQI
COHEN STEERS QUAL INCOME
+$928.8K
79,570
+1173%
建仓
TIMUX
TRANSAMERICA INTERMEDIAT
+$926.5K
87,316
增持
CVX
CHEVRON CORP NEW
+$918.8K
6,486
+438%
增持
WDAY
WORKDAY INC
+$910.9K
5,650
+252%
建仓
SNOW
SNOWFLAKE INC
+$898.3K
6,007
建仓
JEPI
JPMORGAN EQUITY PREMIUM
+$883.7K
15,539
建仓
IVV
ISHARES CORE S&P 500
+$844.9K
1,496
增持
TSLA
TESLA INC COM
+$842.9K
4,795
+336%
增持
NTNX
NUTANIX INC
+$811.0K
12,019
+2536%
建仓
FINFX
AMERICAN FUNDS FUNDAMENT
+$801.0K
10,211
增持
QCOM
QUALCOMM INC COM
+$756.5K
9,102
+119%
减持
TFPN
TIDAL TR II BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF
-$645.5K
24,896
-49%
增持
COP
CONOCOPHILLIPS
+$628.7K
6,616
+853%
建仓
IEFA
ISHARES CORE MSCI EAFE
+$586.0K
7,716
增持
SOXX
ISHARES SEMICONDUCTOR
+$583.1K
3,476
+950%
建仓
—
CARILLON SCOUT MID CAP I
+$558.1K
24,641
建仓
EQT
EQT CORP
+$553.8K
10,279
增持
EPD
ENTERPRISE PRODS PART LP
+$553.8K
65,328
+22%
增持
IJR
ISHARES TR CORE S&P SMALL-CAP ETF
+$547.1K
10,177
+126%
建仓
WMFFX
AMERICAN FUNDS WASHINGTO
+$545.4K
8,858
建仓
AGG
ISHARES CORE US
+$526.3K
5,312
增持
OKE
ONEOK INC NEW
+$522.2K
7,218
+270%
建仓
AMEFX
AMERICAN FUNDS INCOME FU
+$507.0K
19,945
增持
MHF
WESTERN ASSET MUNICIPAL
+$505.1K
70,562
+2713%
增持
ET
ENERGY TRANSFER L P LP
+$500.2K
408,712
+12%
增持
SDY
SPDR S&P DIVIDEND ETF
+$482.4K
3,651
+3377%
增持
KO
THE COCA-COLA CO
+$480.6K
7,281
+963%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$475.7K
2,854
增持
CAH
CARDINAL HEALTH INC COM
+$474.3K
7,203
+66%
增持
MCD
MCDONALDS CORP COM
+$443.5K
2,922
+79%
增持
SPLV
INVESCO S&P 500 LOW
+$440.5K
5,897
建仓
CHRW
C H ROBINSON WORLDWIDE I
+$440.2K
4,284
减持
IWF
ISHARES RUSSELL 1000
-$428.6K
462
-69%
减持
QUAL
ISHARES TR MSCI USA QUALITY FACTOR ETF
-$426.4K
417
-85%
增持
ED
CONSOLIDATED EDISON INC COM
+$422.1K
5,741
+144%
建仓
—
CALVERT INTERNATIONAL EQ
+$421.1K
17,007
增持
KVUE
KENVUE INC
+$419.6K
18,294
+2170%
增持
KMB
KIMBERLY CLARK CORP
+$416.3K
3,159
+1066%
减持
GWW
GRAINGER W W INC COM
-$414.7K
238
-61%
减持
SHW
SHERWIN-WILLIAMS CO COM
-$413.2K
1,173
-52%
减持
DOV
DOVER CORP COM
-$412.2K
998
-68%
清仓
VOOV
VANGUARD S&P 500 VALUE
-$408.1K
0
-100%
增持
MTSI
MACOM TECHNOLOGY SOLUTIO
+$405.5K
4,359
+1462%
增持
MSFT
MICROSOFT CORP COM
+$404.0K
8,233
+26%
增持
VOO
VANGUARD S&P 500 ETF
+$395.4K
884
+675%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$391.8K
1,440
+102%
减持
CAT
CATERPILLAR INS COM
-$389.2K
1,505
-38%
建仓
PB
PROSPERITY BANCSHARES IN
+$388.7K
5,500
减持
LLY
LILLY ELI & CO COM
-$388.0K
1,080
-34%
减持
GD
GENERAL DYNAMICS CORP COM
-$379.6K
485
-75%
减持
—
PENTAIR PLC SHS ISIN#IE00BLS09M33
-$379.1K
4,162
-44%
增持
APD
AIR PRODS & CHEMS INC
+$377.2K
1,731
+284%
增持
KYN
KAYNE ANDERSON ENERGY IN
+$369.9K
99,426
+37%
建仓
—
AON PLC F
+$362.1K
908
建仓
—
GOLDMAN SACHS DYNAMIC MU
+$361.0K
23,750
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$356.8K
2,557
+75%
减持
LNG
CHENIERE ENERGY INC
-$351.3K
141
-92%
减持
NOW
SERVICENOW INC COM
-$341.0K
480
-30%
增持
LDOS
LEIDOS HLDGS INC
+$338.9K
3,222
+384%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$334.0K
1,369
减持
NOBL
PROSHARES S&P 500 DIV
-$333.0K
5,164
-40%
减持
TGT
TARGET CORP EQUITY
-$328.1K
85
-97%
增持
V
VISA INC COM CL A
+$326.1K
3,351
+27%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$318.0K
578
增持
NFLX
NETFLIX INC COM
+$317.9K
1,072
+41%
减持
AOS
SMITH A O CORP COM
-$304.2K
1,234
-78%
建仓
—
CALVERT SMALL-CAP I
+$303.4K
8,521
建仓
UPS
UNITED PARCEL SVC INC
+$301.9K
2,752
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
+$300.3K
12,328
+109%
建仓
VST
VISTRA CORP
+$300.1K
2,454
建仓
KKR
KKR & CO INC COM
+$297.3K
2,523
减持
FAST
FASTENAL CO
-$295.0K
1,163
-78%
建仓
—
POLEN GROWTH INSTITUTION
+$294.5K
6,680
增持
CTA
SMPLFY MNGD FUT SGY
+$287.8K
40,452
+23%
建仓
HSY
HERSHEY CO
+$273.4K
1,612
增持
ZTS
ZOETIS INC
+$268.0K
3,668
+83%
建仓
—
LKCM EQUITY
+$261.8K
7,414
建仓
TYD
DIR DAILY 7-10 YR TRSRY
+$252.4K
9,846
增持
RTX
RTX CORP
+$250.0K
2,431
+285%
建仓
AMP
AMERIPRISE FINL INC
+$235.2K
481
减持
SWK
STANLEY BLACK & DECKER INC COM
-$234.6K
1,901
-60%
增持
SBUX
STARBUCKS CORP
+$232.0K
4,225
+111%
减持
CL
COLGATE PALMOLIVE CO
-$226.6K
1,318
-66%
建仓
GAIEX
AMERICAN FUNDS GROWTH AN
+$224.7K
11,840
减持
UNP
UNION PAC CORP COM
-$222.5K
1,437
-42%
建仓
CQP
CHENIERE ENERGY PARTN LP
+$221.0K
3,248
建仓
BSM
BLACK STONE MINERALS LP
+$218.0K
14,238
清仓
—
ROIVANT SCIENCES LTD F
-$215.8K
0
-100%
增持
AMLP
ALERIAN MLP ETF
+$211.5K
4,951
+404%
减持
PCT
PURECYCLE TECHNOLOGI EQU
-$211.3K
8,391
-68%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$208.3K
2,718
+1928%
清仓
DC
DAKOTA GOLD CORP
-$201.6K
0
-100%
建仓
NEFFX
AMERICAN FUNDS NEW ECONO
+$190.7K
3,278
建仓
IBIT
ISHARES BITCOIN TR ETF SHS BEN INT
+$189.4K
3,947
清仓
ODV
OSISKO DEV CORP F
-$188.6K
0
-100%
减持
ILMN
ILLUMINA INC
-$187.3K
2,776
-8%
建仓
PRBLX
PARNASSUS CORE EQUITY IN
+$173.6K
2,973
增持
META
META PLATFORMS INC CL A
+$171.8K
742
+65%
建仓
FNMA
FEDERAL NATL MTG ASSN
+$166.4K
25,206
建仓
ITA
ISHARES US AEROSPACE
+$156.5K
1,015
增持
SPGI
S&P GLOBAL INC COM
+$154.3K
1,293
+27%
增持
NUV
NUVEEN MUNICIPAL VALUE C
+$153.5K
19,922
+705%
增持
GOOG
ALPHABET INC
-$153.4K
13,607
+12%
减持
PWR
QUANTA SVCS INC
-$149.8K
93
-83%
减持
WST
WEST PHARMACEUTICAL SVCS INC COM
-$148.7K
195
-67%
增持
GOOGL
ALPHABET INC CL A
-$147.4K
5,419
+3%
