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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 81
减持 48
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
VOXR
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
+$61.2M
11,678,143
增持
—
EXXON MOBIL CORP COM
+$3.1M
58,143
+4%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.1M
153,012
+37%
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。
增持
NVDA
NVIDIA CORP COM
+$1.5M
61,504
+24%
减持
ABT
ABBOTT LABS COM
-$1.3M
38,155
-9%
增持
VG
VENTURE GLOBAL INC CLASS CLASS A
+$1.3M
128,403
+13%
减持
PLTR
PALANTIR TECHNOLOGIES INCLASS CLASS A
-$1.2M
27,755
-6%
增持
ET
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP
+$1.2M
398,161
+1%
增持
MSFT
MICROSOFT CORP COM
-$1.1M
11,307
+4%
增持
PWS
PACER WEALTHSHIELD ETF
+$1.0M
67,215
+91%
增持
CFIT
CAMBRIA FIXED INCOME TREND ETF
+$978.7K
240,768
+21%
建仓
VTWO
VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHS
+$855.5K
8,541
增持
GOOGL
ALPHABET INC CL A
+$834.0K
14,176
+37%
增持
SNPS
SYNOPSYS INC
+$831.9K
2,648
+471%
增持
APH
AMPHENOL CORP NEW CL A
+$808.3K
6,768
+1850%
增持
SHOP
SHOPIFY INC FCLASS CLASS A
-$796.1K
19,027
+0%
减持
AAPL
APPLE INC COM
-$795.6K
31,701
-2%
增持
DGRO
ISHARES TR CORE DIVID GROWTH ETF
+$752.2K
22,687
+87%
减持
LLY
LILLY ELI & CO COM
-$661.2K
1,045
-31%
增持
IEF
ISHARES TR 7-10 YR TREAS BD ETF
+$651.1K
26,904
+35%
建仓
GVAL
CAMBRIA GLOBAL VALUE ETF
+$615.7K
18,563
增持
EPD
ENTERPRISE PRODS PART LP
+$602.1K
72,055
+9%
减持
IJR
ISHARES TR CORE S&P SMALL-CAP ETF
-$595.6K
6,199
-45%
减持
KTOS
KRATOS DEFENSE & SEC SOL
-$592.7K
35,057
-13%
减持
GOOG
ALPHABET INC CAP STK CL C
-$578.3K
15,024
-4%
增持
AMZN
AMAZON.COM INC
-$573.9K
28,463
+1%
增持
EQT
EQT CORP
+$536.0K
40,076
+7%
增持
IUSB
ISHARES TR CORE UNIVERSAL USD BD ETF
+$524.0K
46,967
+33%
减持
NTNX
NUTANIX INC CLASS A
-$524.0K
56
-99%
建仓
GSEW
GOLDMAN SACHS ETF TR TR EQUAL WEIGHT U S LARGE CAP EQUITY ETF
+$502.9K
5,940
增持
KYN
KAYNE ANDERSON ENERGY INFRASTRUCTURE FD INC COM
+$498.1K
197,486
+5%
增持
PFE
PFIZER INC COM
+$469.1K
71,932
+16%
增持
NEE
NEXTERA ENERGY INC
+$451.7K
7,422
+151%
增持
ED
CONSOLIDATED EDISON INC COM
+$444.0K
5,902
+162%
增持
EOG
EOG RES INC
+$440.6K
9,879
+5%
建仓
ALB
ALBEMARLE CORP
+$428.4K
2,386
清仓
TYD
DIR DAILY 7-10 YR TRSRY
-$418.7K
0
-100%
增持
O
REALTY INCOME CORP REIT
+$412.0K
10,283
+167%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP COM
-$411.7K
11,825
+7%
增持
KO
THE COCA-COLA CO
+$409.2K
9,859
+102%
增持
VEA
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
+$404.8K
8,822
+243%
增持
CTA
SIMPLIFY MANAGED FUTURESSTRATEGY ETF
+$403.3K
54,717
+19%
减持
—
PENTAIR PLC SHS ISIN#IE00BLS09M33
-$395.6K
2,584
-57%
增持
COST
COSTCO WHSL CORP NEW COM
+$393.5K
2,410
+4%
增持
NDSN
NORDSON CORP COM
+$387.4K
1,531
+1745%
减持
VSS
VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX
-$384.4K
344
-89%
减持
MCD
MCDONALDS CORP COM
-$378.1K
2,050
-38%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$377.6K
1,737
-39%
减持
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
-$365.8K
1,053
-88%
增持
SGOV
ISHARES TR ISHARES 0-3 MNTH TREAS BD ETF
+$363.6K
39,132
+10%
建仓
KEMX
KRANESHARES TR MSCI EMERGING MKTS EX CHINA INDEX ETF
+$362.9K
8,949
增持
TSLA
TESLA INC COM
-$360.4K
8,032
+8%
减持
V
VISA INC COM CL A
-$356.9K
4,020
-10%
增持
NUE
NUCOR CORP COM
+$356.1K
2,239
+1522%
减持
ADBE
ADOBE SYS INC COM
-$355.6K
570
-60%
增持
KMLM
KRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF
+$355.1K
40,853
+33%
清仓
FNV
FRANCO NEV CORP F
-$353.0K
0
-100%
增持
ARR
ARMOUR RESIDENTIAL REIT INC COM PAR $0 001
+$349.1K
355,000
+13%
减持
ECL
ECOLAB INC COM
-$346.4K
1,028
-56%
增持
RGTI
RIGETTI COMPUTING INC
-$340.6K
42,004
+0%
减持
NOBL
PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF
-$335.6K
4,480
-42%
减持
ORCL
ORACLE CORP COM
-$334.6K
5,830
-5%
清仓
VOOV
VANGUARD S&P 500 VALUE
-$334.3K
0
-100%
增持
EXPD
EXPEDITORS INTL WASH INCCLASS CLASS A
+$331.1K
2,474
+1486%
减持
AFL
AFLAC INC COM
-$327.3K
6,026
-33%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$322.3K
3,359
+100%
减持
SYY
SYSCO CORP COM
-$321.0K
648
-87%
减持
EMR
EMERSON ELEC CO COM
-$317.5K
2,818
-46%
增持
IUSG
ISHARES TR CORE S&P U S GROWTH ETF
+$311.4K
7,064
+51%
增持
IONQ
IONQ INC
-$308.8K
40,497
+23%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$305.8K
1,048
-28%
减持
QCOM
QUALCOMM INC COM
-$305.7K
6,756
-2%
增持
—
CHUBB LTD COM ISIN#CH0044328745
+$304.7K
1,796
+100%
减持
CAT
CATERPILLAR INC COM
+$292.1K
2,276
-1%
建仓
BUYO
KRANESHARES TR MAN BUYOUT BETA INDEX ETF
+$288.0K
10,421
增持
JNJ
JOHNSON & JOHNSON COM
+$288.0K
7,084
+2%
建仓
MYLD
CAMBRIA MICRO AND SMALLCAP SHAREHOLDER YIELD ETF
+$284.2K
10,144
增持
UNH
UNITEDHEALTH GROUP INC COM
+$281.8K
1,122
+1600%
增持
FRMI
FERMI INC COM
+$281.4K
73,967
+293%
增持
LEU
CENTRUS ENERGY CORP CLASS A
+$274.3K
1,650
+3200%
建仓
VTWV
VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 VALUE INDEX FD ETF SHS
+$272.4K
1,629
增持
EFV
ISHARES TR MSCI EAFE VALUE ETF
+$269.8K
10,958
+44%
增持
ZHGIIX
HINES GLOBAL INCOME TRUST INC SHS CL I
+$267.7K
99,247
+37%
增持
FAST
FASTENAL CO
+$264.1K
14,404
+43%
增持
PTBD
PACER TRENDPILOT US BONDETF
+$259.0K
64,697
+30%
减持
WMT
WALMART INC COM
+$247.2K
19,863
-0%
增持
MTUM
ISHARES TR MSCI USA MOMENTUM FACTOR ETF
+$246.8K
3,745
+44%
增持
SNOW
SNOWFLAKE INC CLASS CLASS A
-$245.3K
8,946
+23%
增持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$243.0K
5,401
+36%
增持
DBMF
LITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF
+$233.2K
32,557
+22%
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$232.4K
11,191
+0%
减持
HD
HOME DEPOT INC COM
-$227.2K
5,913
-6%
减持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
+$225.4K
85,174
-10%
减持
PHYS
SPROTT PHYSGLD TRST
-$224.1K
59,640
-16%
增持
OKTA
OKTA INC CLASS A
+$224.1K
20,089
+28%
增持
GE
GENERAL ELEC CO COM NEW
+$223.7K
912
+700%
增持
UTG
REAVES UTILITY INCOME
+$221.4K
37,311
+10%
减持
MA
MASTERCARD INC CL A
-$216.3K
1,379
-13%
清仓
KKR
KKR & CO INC
-$215.7K
0
-100%
建仓
FXI
ISHARES TR CHINA LARGE-CAP ETF
+$215.4K
6,000
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$214.7K
3,630
-37%
增持
QUAL
ISHARES TR MSCI USA QUALITY FACTOR ETF
+$212.6K
4,660
+36%
增持
TMUS
T-MOBILE US INC COM
+$212.5K
1,472
+209%
减持
—
ACCENTURE PLC IRELAND FCLASS CLASS A
-$208.3K
1,983
-12%
减持
HON
HONEYWELL INTL INC
+$208.1K
7,591
-2%
清仓
VTEB
VANGUARD MUNI BND TAX
-$206.2K
0
-100%
减持
XOP
STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
+$202.7K
7,647
-19%
增持
ABBV
ABBVIE INC COM
-$201.5K
24,387
+1%
增持
EFG
ISHARES TR MSCI EAFE GROWTH ETF
+$195.8K
4,609
+65%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$194.6K
12,813
+114%
减持
INTU
INTUIT COM
-$189.1K
180
-55%
建仓
—
AMCOR PLC F
+$189.0K
4,754
减持
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
-$186.8K
277
-56%
清仓
—
AMCOR PLC F
-$183.7K
0
-100%
减持
PB
PROSPERITY BANCSHARES IN
-$182.4K
5,000
-33%
增持
ATO
ATMOS ENERGY CORP COM
+$177.9K
5,348
+11%
增持
RSST
TIDAL TR II RETURN STACKED U S STKS & MANAGED FUTURES ETF
+$173.6K
23,893
+35%
增持
GEV
GE VERNOVA INC COM
+$172.2K
228
+456%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$170.0K
28,492
+4%
增持
KMI
KINDER MORGAN INC DEL
+$168.8K
24,925
+3%
增持
ADM
ARCHER-DANIELS MIDLAND CO COM
+$167.8K
7,265
+16%
增持
LRCX
LAM RESH CORP COM NEW
+$167.1K
888
+573%
减持
PAYC
PAYCOM SOFTWARE INC
-$163.4K
267
-78%
增持
HOOD
ROBINHOOD MKTS INC CLASS CLASS A
+$158.6K
2,349
+6249%
减持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
-$154.3K
41,163
-8%
增持
CSGP
COSTAR GROUP INC
+$152.9K
7,497
+237%
减持
LEN
LENNAR CORP CLASS A
-$151.6K
710
-66%
增持
GLW
CORNING INC
+$150.9K
2,790
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
-$150.2K
8,077
-26%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$149.1K
10,334
-19%
增持
AXP
AMERICAN EXPRESS CO COM
-$145.2K
2,223
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
-$137.9K
497
-72%
减持
VOO
VANGUARD S&P 500 ETF
-$137.8K
758
-19%
减持
GSIE
GOLDMAN SACHS ETF TR TR ACTIVEBETA INTL EQUITY ETF
-$136.9K
426
-88%
增持
CHTR
CHARTER COMMUNICATIONS ICLASS A
+$136.4K
1,070
+136%
增持
ECHO
ECHOSTAR CORP CLASS A
+$136.3K
3,300
+43%
增持
IEFA
ISHARES TR CORE MSCI EAFE ETF
+$136.0K
26,422
+5%
清仓
TFPM
TRIPLE FLAG PRECIOUS M F
-$135.7K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$135.1K
519
-21%
增持
CAH
CARDINAL HEALTH INC COM
+$134.1K
6,688
+7%
增持
BKR
BAKER HUGHES CO. A CLASS CLASS A
+$131.8K
6,387
+13%
减持
IDXX
IDEXX LABS INC
-$131.7K
547
-16%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$131.5K
259
-48%
清仓
LUGDF
LUNDIN GOLD INC F
-$130.6K
0
-100%
增持
CRM
SALESFORCE INC COM
+$127.8K
2,765
+89%
减持
PR
PERMIAN RES CORP CLASS CLASS A
-$127.7K
310
-97%
建仓
MSIF
MSC INCOME FD INC COM
+$125.7K
10,321
增持
T
AT&T INC
+$125.3K
11,020
+41%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST INC - CLASS I
+$123.5K
8,677
增持
KBA
KRANESHARES TR BOSERA MSCI CHINA A 50 CONNECT INDEX ETF
+$121.5K
4,561
+753%
