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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 58
减持 59
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
CORZ
CORE SCIENTIFIC INC NEW COM
-$24.8M
7,282,018
-0%
减持
CORZW
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1
-$18.7M
4,056,829
-11%
增持
JPST
JPMORGAN ULTRA SHORT
+$1.4M
111,551
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。
+33%
增持
UTG
REAVES UTILITY INCOME
+$1.2M
34,014
+5569%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
15,576
+1%
减持
VZ
VERIZON COMMUNICATIONS I
-$1.1M
711
-97%
减持
NVDA
NVIDIA CORP COM
-$938.8K
49,636
-9%
增持
GOOGL
ALPHABET INC CL A
+$758.6K
10,359
+1%
减持
NOBL
PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF
-$727.2K
7,788
-48%
增持
—
EXXON MOBIL CORP COM
+$666.7K
55,959
+4%
减持
ABT
ABBOTT LABS COM
-$624.2K
41,885
-4%
减持
SGOV
ISHARES 0-3 MONTH
-$612.5K
35,589
-14%
减持
ORCL
ORACLE CORP COM
-$591.9K
6,117
-4%
增持
LLY
LILLY ELI & CO COM
+$582.5K
1,509
+11%
增持
NFLX
NETFLIX INC COM
-$541.2K
7,437
+620%
增持
KTOS
KRATOS DEFENSE & SEC SOL
-$526.9K
40,371
+3%
减持
HD
HOME DEPOT INC COM
-$512.1K
6,300
-5%
增持
JNJ
JOHNSON & JOHNSON COM
+$508.0K
6,976
+38%
减持
NTNX
NUTANIX INC
-$491.0K
10,178
-26%
减持
AAPL
APPLE INC COM
+$450.5K
32,510
-1%
减持
ET
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP
-$448.7K
396,083
-3%
减持
URI
UNITED RENTALS INC
-$444.3K
2,487
-3%
减持
O
REALTY INCOME CORP
-$436.8K
3,851
-64%
减持
BRO
BROWN & BROWN INC COM
-$434.7K
1,459
-75%
减持
CTAS
CINTAS CORP COM
-$425.3K
1,162
-63%
增持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
+$418.0K
4,206
+116%
增持
IONQ
IONQ INC
-$412.6K
32,902
+7%
减持
SHW
SHERWIN-WILLIAMS CO COM
-$401.1K
800
-58%
增持
AMZN
AMAZON.COM INC
+$396.6K
28,169
+1%
减持
MSFT
MICROSOFT CORP COM
-$390.7K
10,909
-0%
减持
ED
CONSOLIDATED EDISON INC COM
-$389.5K
2,255
-63%
增持
ABBV
ABBVIE INC COM
+$387.1K
24,071
+9%
增持
VG
VENTURE GLOBAL INC
-$386.9K
113,137
+39%
增持
SCCO
SOUTHERN COPPER CORP
+$369.5K
15,744
+1%
建仓
ADM
ARCHER-DANIELS MIDLAND CO COM
+$360.3K
6,268
增持
BABA
ALIBABA GROUP HLDG LTD F
-$353.9K
11,164
+0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$352.0K
661
+1222%
增持
AMGN
AMGEN INC COM
+$351.5K
6,277
+4%
增持
SYY
SYSCO CORP COM
+$348.1K
4,984
+2048%
增持
—
MEDTRONIC PLC SHS ISIN#IE00BTN1Y115
+$347.6K
6,279
+134%
减持
XOP
ST SRT SPDR S&P OIL AND
-$345.8K
9,383
-19%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$337.4K
29,483
-4%
减持
GWW
GRAINGER W W INC COM
-$331.3K
19
-95%
增持
DIVO
AMPLIFY CWP ENHANCED DIV
+$319.7K
44,934
+19%
增持
GD
GENERAL DYNAMICS CORP COM
+$317.9K
1,005
+1575%
增持
PHYS
SPROTT PHYSICAL GOLD ETV
+$284.1K
70,799
+2%
减持
SPGI
S&P GLOBAL INC COM
-$282.6K
470
-57%
减持
FAST
FASTENAL CO
-$277.2K
10,073
-28%
增持
EQT
EQT CORP
+$275.6K
37,581
+18%
建仓
ECHO
ECHOSTAR CORP
+$250.0K
2,300
增持
RGTI
RIGETTI COMPUTING INC
-$249.1K
42,001
+6%
清仓
—
SEAGATE TECHNOLOGY H F
-$244.1K
0
-100%
增持
—
AON PLC F
+$243.3K
1,594
+78%
减持
KO
THE COCA-COLA CO
-$235.5K
4,872
-44%
减持
WDAY
WORKDAY INC
-$235.1K
80
-92%
减持
CME
CME GROUP INC
-$234.9K
258
-77%
增持
FNV
FRANCO NEV CORP F
+$228.8K
1,703
+206%
增持
SBUX
STARBUCKS CORP
+$220.8K
8,596
+45%
增持
EMXC
ISHARES MSCI EMERGING
+$213.6K
17,953
+11%
减持
CQP
CHENIERE ENERGY PARTN LP
-$213.4K
7,517
-34%
清仓
NEM
NEWMONT CORP
-$207.7K
0
-100%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$200.7K
4,267
+554%
减持
CRM
SALESFORCE INC COM
-$198.0K
1,466
-41%
增持
JPM
JPMORGAN CHASE & CO
+$197.9K
13,070
+3%
减持
XPMIX
STEPSTONE PRIVATE MARKET
-$197.9K
25,791
-12%
减持
MTSI
MACOM TECHNOLOGY SOLUTIO
+$196.8K
4,288
-1%
增持
WMT
WALMART INC COM
+$196.0K
19,937
+1%
减持
PG
PROCTER & GAMBLE CO COM
-$191.6K
2,159
-34%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
+$186.3K
11,043
+1%
减持
EOG
EOG RES INC
-$185.1K
9,380
-10%
减持
KMI
KINDER MORGAN INC DEL
-$183.7K
24,262
-19%
增持
VNOM
VIPER ENERGY INC NEW
+$180.8K
6,681
+230%
减持
GE
GENERAL ELEC CO COM NEW
-$180.3K
114
-84%
清仓
FOXA
FOX CORP
-$179.9K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$179.9K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE
+$178.5K
25,207
+6%
建仓
MCK
MCKESSON CORP
+$177.2K
216
清仓
STT
STATE STR CORP
-$176.3K
0
-100%
减持
MS
MORGAN STANLEY
-$175.8K
514
-69%
增持
OKE
ONEOK INC NEW
+$174.7K
8,337
+39%
清仓
NTRS
NORTHERN TR CORP
-$170.5K
0
-100%
减持
IEF
ISHARES TR 7-10 YR TREAS BD ETF
-$167.8K
19,932
-8%
清仓
WFC
WELLS FARGO & CO
-$167.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND F
+$165.8K
2,241
+27%
增持
AVGO
BROADCOM INC COM
+$164.8K
5,106
+5%
清仓
—
KELLANOVA
-$161.2K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$160.8K
153
-84%
减持
ZTS
ZOETIS INC
-$159.8K
2,560
-22%
建仓
ICE
INTERCONTINENTAL EXCHANG
+$159.5K
985
清仓
—
KYIVSTAR GROUP LTD F
-$158.8K
0
-100%
清仓
SOLV
SOLVENTUM CORP
-$156.7K
0
-100%
建仓
GEN
GEN DIGITAL INC
+$156.4K
5,751
减持
C
CITIGROUP INC COM NEW
-$155.4K
290
-84%
建仓
—
WILLIS TOWERS WATSON P F
+$155.4K
473
清仓
JBL
JABIL INC
-$155.3K
0
-100%
增持
PB
PROSPERITY BANCSHARES IN
+$153.4K
7,500
+36%
减持
KVUE
KENVUE INC
-$153.3K
11,933
-46%
增持
BKR
BAKER HUGHES CO. A
+$152.0K
5,669
+160%
建仓
WEC
WEC ENERGY GROUP INC
+$151.0K
1,432
建仓
FRMI
FERMI INC
+$150.5K
18,817
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$149.2K
2,839
-5%
建仓
XEL
XCEL ENERGY INC
+$149.2K
2,020
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$145.8K
27,501
+1%
减持
CSGP
COSTAR GROUP INC
-$140.9K
2,224
-35%
减持
IWF
ISHARES RUSSELL 1000
-$140.8K
1,862
-15%
增持
ERIE
ERIE INDTY CO
+$137.4K
729
+224%
清仓
KR
KROGER CO
-$136.0K
0
-100%
增持
MKC
MCCORMICK & CO INC
+$135.6K
3,025
+187%
减持
SNPS
SYNOPSYS INC
-$134.8K
464
-35%
减持
COP
CONOCOPHILLIPS
-$131.7K
987
-58%
减持
MA
MASTERCARD INC CL A
-$126.0K
1,585
-13%
减持
UBER
UBER TECHNOLOGIES INC COM
-$122.2K
1,727
-36%
清仓
SGMT
SAGIMET BIOSCIENCES INC
-$122.0K
0
-100%
减持
ZHGIIX
HINES GLOBAL INCOME TRUS
-$117.9K
72,278
-14%
清仓
STZ
CONSTELLATION BRANDS INC
-$116.6K
0
-100%
减持
ANET
ARISTA NETWORKS INC COM NEW
-$113.0K
143
-84%
增持
AFL
AFLAC INC COM
+$109.9K
8,963
+14%
增持
VOOV
VANGUARD S&P 500 VALUE
+$108.9K
1,632
+44%
增持
AMLP
ALPS ALERIAN MLP ETF
+$108.2K
7,243
+46%
增持
TJX
TJX COS INC NEW COM
+$107.2K
1,637
+64%
建仓
TDY
TELEDYNE TECHNOLOGIES IN
+$106.7K
209
减持
MRSH
MARSH & MCLENNAN COS INC
-$106.0K
959
-32%
增持
FDS
FACTSET RESH SYS INC
+$105.0K
659
+119%
增持
TSLA
TESLA INC COM
+$103.0K
7,441
+2%
增持
CL
COLGATE PALMOLIVE CO
+$102.5K
2,527
+108%
增持
ATO
ATMOS ENERGY CORP COM
+$100.3K
4,832
+16%
增持
NKE
NIKE INC
+$99.2K
2,947
+132%
减持
IUSB
ISHARES TR CORE UNIVERSAL USD BD ETF
-$97.5K
35,355
-5%
建仓
TMUS
T-MOBILE US INC
+$96.6K
476
清仓
CTVA
CORTEVA INC
-$96.2K
0
-100%
减持
—
LINDE PLC NEW SHS ISIN#IE000S9YS762
-$96.0K
1,436
-4%
增持
—
AMCOR PLC F
+$95.2K
22,032
+103%
建仓
IP
INTERNTNL PAPER CO
+$95.2K
2,416
建仓
UEC
URANIUM ENERGY CORP
+$95.1K
8,143
建仓
CHTR
CHARTER COMMUNICATIONS I
+$94.6K
453
建仓
MCY
MERCURY GEN CORP NEW
+$94.1K
1,000
增持
COST
COSTCO WHSL CORP NEW COM
-$93.5K
2,324
+3%
减持
PAYC
PAYCOM SOFTWARE INC
-$93.5K
1,229
-12%
清仓
DE
DEERE & CO
-$92.8K
0
-100%
增持
SNOW
SNOWFLAKE INC
+$89.9K
7,269
+9%
增持
INTU
INTUIT COM
+$89.4K
403
+55%
清仓
—
WELLGISTICS HEALTH INC
-$88.7K
0
-100%
增持
ADBE
ADOBE SYS INC COM
+$88.1K
1,412
+23%
减持
BTI
BRITISH AMERN TOB PLC F
-$86.6K
89
-95%
建仓
FNMA
FEDERAL NATL MTG ASSN
+$86.2K
8,038
减持
LNG
CHENIERE ENERGY INC
-$81.2K
141
-69%
减持
ECL
ECOLAB INC COM
-$80.3K
2,360
-8%
减持
BIL
ST STERT SPDR BLMBG 1 3
-$75.9K
769
-52%
增持
RQI
COHEN STEERS QUAL INCOME
-$75.8K
95,371
+2%
减持
ES
EVERSOURCE ENERGY COM
-$75.5K
9,876
-5%
