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Livermore
Livermore
中文EN

ORG Wealth Partners, LLC

SEC CIK
0002032602
最新申報
2026/7/30

2025 年第 1 季持倉

持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
757
較 2024 年第 4 季 +248
總值
$3.26 億
較 2024 年第 4 季 +$154.2 萬 (+0.5%)
申報日
2025/4/21
SEC
ORG Wealth Partners, LLC 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
CORZCore Scientific, Inc.COM8,711,823$6,308 萬19.4%−274,828−3.1%減碼歷史
BRK.ABerkshire Hathaway IncCL A22$1,757 萬5.4%00.0%不變歷史
CORZWCore Scientific, Inc.*W EXP 01/23/2024,806,829$1,456 萬4.5%−7,900−0.2%減碼歷史
BRK.BBerkshire Hathaway IncStock27,159$1,447 萬4.4%−404−1.5%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN408,712$765.5 萬2.4%+43,472+11.9%加碼歷史
XOMExxonMobil Holdings CorpCOM54,845$653.3 萬2.0%+21,651+65.2%加碼歷史
ABTAbbott LaboratoriesStock46,155$607.8 萬1.9%+3,371+7.9%加碼歷史
AAPLApple Inc.Stock24,637$550.1 萬1.7%+8,941+57.0%加碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF105,100$530.4 萬1.6%+104,946+68,146.8%加碼–
AMZNAmazon Com IncStock26,656$512.2 萬1.6%+10,290+62.9%加碼歷史
NVDANVIDIA CorpStock45,759$504.0 萬1.5%+22,087+93.3%加碼歷史
ABBVAbbVie Inc.Stock22,823$471.3 萬1.4%+8,015+54.1%加碼歷史
iShares Tr46436E7180-3 MTH TREASURY44,319$445.1 萬1.4%+43,437+4,924.8%加碼–
WMTWalmart Inc.Stock47,940$425.9 萬1.3%+34,647+260.6%加碼歷史
MSFTMicrosoft CorpStock8,233$314.8 萬1.0%+1,724+26.5%加碼歷史
Cambria ETF Tr132061763FIXE INC TRE ETF116,249$291.6 萬0.9%+116,249新進–
PLTRPalantir Technologies Inc.Stock33,758$285.9 萬0.9%+31,940+1,756.9%加碼歷史
IBMInternational Business Machines CorpStock11,023$276.5 萬0.8%+7,891+251.9%加碼歷史
JPMJPMorgan Chase & CoStock10,968$267.9 萬0.8%+8,880+425.3%加碼歷史
HGITHines Global Income Trust, Inc.REIT234,888$230.0 萬0.7%−7,764−3.2%減碼歷史
iShares Tr4642874407-10 YR TRSY BD23,891$227.9 萬0.7%−11,778−33.0%減碼–
EPDEnterprise Products Partners L.P.Stock65,328$223.6 萬0.7%+11,702+21.8%加碼歷史
Transamerica Short-Term893962134BOND219,710$216.9 萬0.7%+219,710新進–
GOOGAlphabet Inc.Stock13,607$216.2 萬0.7%+1,448+11.9%加碼歷史
Eaton Vance Short Dur Strategi277923579Mutual Fund314,230$210.2 萬0.6%+314,230新進–
SHOPShopify Inc.Stock20,157$196.8 萬0.6%+13,747+214.5%加碼歷史
HDHome Depot, Inc.Stock5,172$189.6 萬0.6%+4,246+458.5%加碼歷史
COSTCostco Wholesale CorpStock1,925$184.3 萬0.6%+1,762+1,081.0%加碼歷史
Massmutual Global FLTG R576291207BXFYX211,394$182.0 萬0.6%+211,394新進–
Stepstone Private Market21255V406CLOSED END MUTL FUND32,069$178.4 萬0.5%+32,069新進–
iShares Tr46434V613CORE UNIVRSL USD37,561$172.9 萬0.5%−34,018−47.5%減碼–
AMGNAmgen IncStock5,506$169.6 萬0.5%+4,279+348.7%加碼歷史
Amplify ETF Tr032108409CWP ENHANCED DIV40,554$165.3 萬0.5%+40,554新進–
Transamerica Bond I893962142TFXIX202,472$164.0 萬0.5%+202,472新進–
iShares Tr464288588MBS ETF16,662$156.3 萬0.5%−538−3.1%減碼–
HONHoneywell International IncCOM7,166$153.4 萬0.5%+7,166新進歷史
American Funds Growth Fu ND of Amer F399874825Mutual Fund21,443$149.9 萬0.5%+21,443新進–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR60,690$146.5 萬0.4%+59,650+5,735.6%加碼歷史
BABAAlibaba Group Holding LtdADR10,986$145.8 萬0.4%00.0%不變歷史
PFEPfizer IncStock59,226$145.4 萬0.4%+57,112+2,701.6%加碼歷史
QCOMQualcomm IncStock9,102$139.4 萬0.4%+4,954+119.4%加碼歷史
OKTAOkta, Inc.CL A12,727$133.2 萬0.4%+12,727新進歷史
WDAYWorkday, Inc.CL A5,650$132.5 萬0.4%+4,045+252.0%加碼歷史
iShares Tr464288414NATIONAL MUN ETF12,488$131.7 萬0.4%−7−0.1%減碼–
KTOSKratos Defense & Security Solutions, Inc.COM NEW44,584$130.6 萬0.4%+44,584新進歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM99,426$129.0 萬0.4%+27,066+37.4%加碼歷史
TSLATesla, Inc.Stock4,795$128.7 萬0.4%+3,696+336.3%加碼歷史
URIUnited Rentals, Inc.COM1,994$126.1 萬0.4%+1,957+5,289.2%加碼歷史
SCCOSouthern Copper CorpStock13,395$126.0 萬0.4%+13,395新進歷史
EOGEOG Resources IncStock9,671$125.4 萬0.4%+9,538+7,171.4%加碼歷史
SPDR Series Trust78468R556SP O&G EXPL PRO9,267$123.1 萬0.4%+9,267新進–
AGNCAGNC Investment Corp.REIT128,127$122.7 萬0.4%+120,549+1,590.8%加碼歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES40,452$120.4 萬0.4%+7,616+23.2%加碼–
VVisa Inc.Stock3,351$116.2 萬0.4%+707+26.7%加碼歷史
CVXChevron CorpStock6,486$109.3 萬0.3%+5,281+438.3%加碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD79,908$109.1 萬0.3%+79,908新進–
CRWDCrowdStrike Holdings, Inc.Stock2,969$107.6 萬0.3%+2,955+21,107.1%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF10,177$106.7 萬0.3%+5,665+125.6%加碼–
VZVerizon Communications IncStock22,975$104.4 萬0.3%+22,975新進歷史
RQICohen & Steers Quality Income Realty Fund IncCEF79,570$100.5 萬0.3%+73,320+1,173.1%加碼歷史
NFLXNetflix IncStock1,072$99.5 萬0.3%+312+41.1%加碼歷史
CAHCardinal Health IncStock7,203$98.8 萬0.3%+2,861+65.9%加碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF16,675$97.9 萬0.3%+16,564+14,922.5%加碼–
Pacer Trendpilot US Bond ETF69374H642ETF48,195$96.9 萬0.3%+1,326+2.8%加碼–
Transamerica Intermediate Muni I89355J581BOND87,316$92.6 萬0.3%+87,316新進–
MCDMcDonalds CorpStock2,922$91.7 萬0.3%+1,289+78.9%加碼歷史
SNOWSnowflake Inc.Stock6,007$89.8 萬0.3%+6,007新進歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM15,539$88.4 萬0.3%+15,539新進–
LLYEli Lilly & CoStock1,080$87.0 萬0.3%−550−33.7%減碼歷史
MAMastercard IncStock1,567$86.0 萬0.3%+47+3.1%加碼歷史
AFLAflac IncStock7,584$85.3 萬0.3%+77+1.0%加碼歷史
GOOGLAlphabet Inc.Stock5,419$85.1 萬0.3%+145+2.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF1,496$84.5 萬0.3%+1,496新進–
NTNXNutanix, Inc.Stock12,019$83.9 萬0.3%+11,563+2,535.7%加碼歷史
CINFCincinnati Financial CorpCOM5,517$81.4 萬0.2%+683+14.1%加碼歷史
SPYSPDR S&P 500 ETF TrustETF1,440$80.9 萬0.2%+728+102.2%加碼歷史
Amer Fds - Fundamental Inv360802821COM10,211$80.1 萬0.2%+10,211新進–
CBChubb LtdStock2,630$79.3 萬0.2%−495−15.8%減碼歷史
ADPAutomatic Data Processing IncStock2,557$78.4 萬0.2%+1,098+75.3%加碼歷史
Kraneshares Trust500767652MOUNT LUCAS ETF28,064$76.3 萬0.2%+5,652+25.2%加碼–
BROBrown & Brown, Inc.Stock6,070$75.3 萬0.2%−29−0.5%減碼歷史
CRMSalesforce, Inc.Stock2,712$73.3 萬0.2%+608+28.9%加碼歷史
OKEONEOK IncCOM7,218$71.8 萬0.2%+5,265+269.6%加碼歷史
CTASCintas CorpStock3,446$71.6 萬0.2%+76+2.3%加碼歷史
ORCLOracle CorpStock4,948$70.2 萬0.2%+1,201+32.1%加碼歷史
ATOAtmos Energy CorpCOM4,532$70.2 萬0.2%+51+1.1%加碼歷史
COPConocoPhillipsStock6,616$69.8 萬0.2%+5,922+853.3%加碼歷史
iShares Core Dividend Growth ETF46434V621ETF11,116$68.5 萬0.2%−1,201−9.8%減碼–
SPGIS&P Global Inc.Stock1,293$66.1 萬0.2%+276+27.1%加碼歷史
ECLEcolab Inc.Stock2,598$66.1 萬0.2%+54+2.1%加碼歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF26,030$65.9 萬0.2%+5,752+28.4%加碼–
iShares Semiconductor ETF464287523ETF3,476$65.5 萬0.2%+3,145+950.2%加碼–
EDConsolidated Edison IncStock5,741$63.2 萬0.2%+3,389+144.1%加碼歷史
Pacer FDS Tr69374H840WEALTHSHIELD20,583$63.2 萬0.2%+781+3.9%加碼–
ESSEssex Property Trust, Inc.COM2,037$62.2 萬0.2%+61+3.1%加碼歷史
PGProcter & Gamble CoStock3,600$61.5 萬0.2%+794+28.3%加碼歷史
ZTSZoetis Inc.Stock3,668$59.4 萬0.2%+1,668+83.4%加碼歷史
FSTRFoster L B CoCOM29,542$59.0 萬0.2%00.0%不變歷史
iShares Core MSCI Eafe ETF46432F842ETF7,716$58.6 萬0.2%+7,716新進–
Blueprint Chesapk MLT88636J873TFPN24,896$56.3 萬0.2%−23,842−48.9%減碼–

2024 年第 4 季之後清倉（79 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

ORG Wealth Partners, LLC 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
Vanguard S&P 500 Value ETF921932703ETF2,212$40.8 萬0.1%–
ROIVRoivant Sciences Ltd.SHS18,240$21.6 萬0.1%歷史
DCDakota Gold Corp.COM91,636$20.2 萬0.1%歷史
Osisko Development Corp68828E809COM NEW115,729$18.9 萬0.1%–
ZVIAZevia PBCCL A30,674$12.9 萬<0.1%歷史
SOCSable Offshore Corp.COM SHS4,608$10.6 萬<0.1%歷史
CNRCore Natural Resources, Inc.COM963$10.3 萬<0.1%歷史
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X2,400$10.1 萬<0.1%–
OSCROscar Health, Inc.CL A7,434$9.99 萬<0.1%歷史
APOApollo Global Management, Inc.COM585$9.66 萬<0.1%歷史
SGMTSagimet Biosciences Inc.COM SER A21,448$9.65 萬<0.1%歷史
iShares Tr464288257MSCI ACWI ETF703$8.26 萬<0.1%–
DERMJourney Medical CorpCOM20,871$8.16 萬<0.1%歷史
IOVAIovance Biotherapeutics, Inc.COM9,432$6.98 萬<0.1%歷史
TGTXTG Therapeutics, Inc.COM2,252$6.78 萬<0.1%歷史
RYTMRhythm Pharmaceuticals, Inc.COM1,206$6.75 萬<0.1%歷史
COINCoinbase Global, Inc.COM CL A174$4.32 萬<0.1%歷史
AFRMAffirm Holdings, Inc.COM CL A701$4.27 萬<0.1%歷史
ALABAstera Labs, Inc.Stock319$4.23 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM174$4.01 萬<0.1%歷史
Simplify Exchange Traded Fun82889N640TREASURY OPT INC1,523$3.74 萬<0.1%–
WSMWilliams Sonoma IncCOM194$3.59 萬<0.1%歷史
DASHDoorDash, Inc.Stock212$3.56 萬<0.1%歷史
ESABESAB CorpCOM287$3.44 萬<0.1%歷史
CVNACarvana Co.CL A169$3.44 萬<0.1%歷史
APGAPi Group CorpCOM STK932$3.35 萬<0.1%歷史
TPGTPG Inc.COM CL A531$3.34 萬<0.1%歷史
CNMCore & Main, Inc.CL A654$3.33 萬<0.1%歷史
FTITechnipFMC plcCOM1,126$3.26 萬<0.1%歷史
GAPGap IncCOM1,374$3.25 萬<0.1%歷史
EMEEMCOR Group, Inc.Stock70$3.18 萬<0.1%歷史
VNOVornado Realty TrustSH BEN INT753$3.17 萬<0.1%歷史
INFAInformatica Inc.COM CL A1,217$3.16 萬<0.1%歷史
AWIArmstrong World Industries IncCOM223$3.15 萬<0.1%歷史
FRPTFreshpet, Inc.Stock212$3.14 萬<0.1%歷史
LYFTLyft, Inc.CL A COM2,393$3.09 萬<0.1%歷史
WALWestern Alliance BancorporationCOM367$3.07 萬<0.1%歷史
CRBGCorebridge Financial, Inc.COM1,006$3.01 萬<0.1%歷史
AZEKAZEK Co Inc.CL A628$2.98 萬<0.1%歷史
ITTItt Inc.COM207$2.96 萬<0.1%歷史
XUnited States Steel CorpCOM869$2.95 萬<0.1%歷史
AYIAcuity Inc. (DE)Stock98$2.86 萬<0.1%歷史
CRCrane CoCOMMON STOCK188$2.85 萬<0.1%歷史
AALAmerican Airlines Group Inc.Stock1,593$2.78 萬<0.1%歷史
NGXXFNGEx Minerals Ltd.Equities2,948$2.76 萬<0.1%歷史
PSNParsons CorpCOM280$2.58 萬<0.1%歷史
ATIAti IncStock460$2.53 萬<0.1%歷史
CSLCarlisle Companies IncCOM68$2.51 萬<0.1%歷史
ONTOOnto Innovation Inc.COM142$2.37 萬<0.1%歷史
Simplify Exchange Traded Fun82889N863VOLATILITY PREM1,132$2.35 萬<0.1%–
CCJCameco CorpStock397$2.04 萬<0.1%歷史
CCICrown Castle Inc.REIT201$1.82 萬<0.1%歷史
BLDQXO Insulation, LLCStock57$1.77 萬<0.1%歷史
Kraneshares Tr500767470KRANESHARES CN985$1.06 萬<0.1%–
SIRISirius XM Holdings Inc.COMMON STOCK450$1.03 萬<0.1%歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER1,052$1.02 萬<0.1%歷史
VanEck ETF Trust92189F601URANI NUCLE ETF92$7,481<0.1%–
IRENIREN LtdORDINARY SHARES651$6,390<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F88$5,185<0.1%–
KGCKinross Gold CorpCOM444$4,115<0.1%歷史
BAESYBae Systems PLCADR72$4,115<0.1%歷史
INFYInfosys LtdSPONSORED ADR170$3,726<0.1%歷史
INGING Groep NVSPONSORED ADR223$3,493<0.1%歷史
NEONeogenomics IncCOM NEW200$3,296<0.1%歷史
NVSNovartis AGADR33$3,210<0.1%歷史
SNPSSynopsys IncCOM6$2,911<0.1%歷史
iShares Tr464288158SHRT NAT MUN ETF23$2,426<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF0$11<0.1%–
GOEVCanoo Inc.COM2$2<0.1%歷史
Aleafia Health Inc Com01444Q104COM418$00.0%–
Cannabis Science Inc137648101COM275$00.0%–
Global 1 Invt Hldgs Corp37947N107COM15,000$00.0%–
TOMDFTodos Medical Ltd.Stock15,000$00.0%歷史
Nuspq64881E307Equity500$00.0%–
Esc Cef Nuveen Inter Closed End Fund670ESC037Closed End Funds812$00.0%–
Ultimate Rack Inc XXX90386W104UTMR100$00.0%–
Eagle Mountain Corporxxx26969W202COMMON STOCK44$00.0%–
Smartdisk Corp83169Q105COMMON STOCK200$00.0%–
Weed Growth Fund Inc948990833COMMON STOCK239$00.0%–