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Livermore
Livermore
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ORG Wealth Partners, LLC

SEC CIK
0002032602
最新申報
2026/7/30

2025 年第 3 季持倉

持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。

機構總覽
持股檔數
649
較 2025 年第 2 季 −41
總值
$4.70 億
較 2025 年第 2 季 +$5,234 萬 (+12.5%)
申報日
2025/10/24
SEC
ORG Wealth Partners, LLC 在 2025 年第 3 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.COM7,290,481$1.31 億27.8%+128,284+1.8%加碼歷史
CORZWCore Scientific, Inc.*W EXP 01/23/2024,556,829$5,300 萬11.3%−250,000−5.2%減碼歷史
BRK.ABerkshire Hathaway IncCL A22$1,659 萬3.5%00.0%不變歷史
BRK.BBerkshire Hathaway IncStock27,206$1,368 萬2.9%+910+3.5%加碼歷史
NVDANVIDIA CorpStock54,647$1,020 萬2.2%+5,346+10.8%加碼歷史
AAPLApple Inc.Stock32,942$839.1 萬1.8%+4,851+17.3%加碼歷史
ETEnergy Transfer LPCOM UT LTD PTN406,763$698.0 萬1.5%+1,479+0.4%加碼歷史
AMZNAmazon Com IncStock27,806$610.5 萬1.3%+2,188+8.5%加碼歷史
XOMExxonMobil Holdings CorpCOM53,815$607.1 萬1.3%+2,921+5.7%加碼歷史
ABTAbbott LaboratoriesStock43,839$587.2 萬1.2%+2,069+5.0%加碼歷史
MSFTMicrosoft CorpStock10,939$566.9 萬1.2%+2,537+30.2%加碼歷史
PLTRPalantir Technologies Inc.Stock30,578$557.8 萬1.2%−1,795−5.5%減碼歷史
ABBVAbbVie Inc.Stock22,082$511.9 萬1.1%+2,708+14.0%加碼歷史
Cambria ETF Tr132061763FIXE INC TRE ETF201,269$505.1 萬1.1%+37,623+23.0%加碼–
ARRArmour Residential REIT, Inc.COM SHS315,000$470.6 萬1.0%+315,000新進歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF84,063$426.6 萬0.9%−6,423−7.1%減碼–
iShares Tr46436E7180-3 MTH TREASURY41,550$418.8 萬0.9%−3,845−8.5%減碼–
JPMJPMorgan Chase & CoStock12,724$402.2 萬0.9%+1,831+16.8%加碼歷史
GOOGAlphabet Inc.Stock15,425$375.7 萬0.8%−476−3.0%減碼歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW39,307$359.1 萬0.8%−2,326−5.6%減碼歷史
TSLATesla, Inc.Stock7,293$324.3 萬0.7%+264+3.8%加碼歷史
IBMInternational Business Machines CorpStock10,934$309.2 萬0.7%+176+1.6%加碼歷史
SHOPShopify Inc.Stock20,268$301.2 萬0.6%−1,090−5.1%減碼歷史
HDHome Depot, Inc.Stock6,610$268.5 萬0.6%+1,078+19.5%加碼歷史
GOOGLAlphabet Inc.Stock10,217$248.4 萬0.5%+4,128+67.8%加碼歷史
URIUnited Rentals, Inc.COM2,574$245.8 萬0.5%+141+5.8%加碼歷史
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM187,911$232.4 萬0.5%+51,880+38.1%加碼歷史
COSTCostco Wholesale CorpStock2,265$210.3 萬0.4%+367+19.3%加碼歷史
iShares Tr4642874407-10 YR TRSY BD21,610$208.4 萬0.4%+233+1.1%加碼–
iShares Core MSCI Eafe ETF46432F842ETF23,783$207.8 萬0.4%+1,811+8.2%加碼–
EPDEnterprise Products Partners L.P.Stock65,949$206.2 萬0.4%+317+0.5%加碼歷史
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR69,333$205.4 萬0.4%+261+0.4%加碼歷史
WMTWalmart Inc.Stock19,650$202.5 萬0.4%+4,984+34.0%加碼歷史
BABAAlibaba Group Holding LtdADR11,136$199.0 萬0.4%+150+1.4%加碼歷史
SCCOSouthern Copper CorpStock15,569$189.2 萬0.4%+405+2.7%加碼歷史
IONQIonQ, Inc.COM30,713$188.9 萬0.4%+30,063+4,625.1%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock3,757$184.2 萬0.4%+280+8.1%加碼歷史
ORCLOracle CorpStock6,344$178.4 萬0.4%+583+10.1%加碼歷史
Stepstone Private Market21255V406CLOSED END MUTL FUND29,473$176.9 萬0.4%00.0%不變–
iShares Tr46434V613CORE UNIVRSL USD37,314$174.3 萬0.4%−5,980−13.8%減碼–
EQTEQT CorpStock31,946$173.9 萬0.4%+13,302+71.3%加碼歷史
AMGNAmgen IncStock6,039$171.0 萬0.4%+222+3.8%加碼歷史
Amplify ETF Tr032108409CWP ENHANCED DIV37,688$168.1 萬0.4%−307−0.8%減碼–
PFEPfizer IncStock63,602$162.1 萬0.3%−140.0%減碼歷史
AVGOBroadcom Inc.Stock4,857$160.2 萬0.3%+3,412+236.1%加碼歷史
VVisa Inc.Stock4,643$158.6 萬0.3%+1,251+36.9%加碼歷史
ProShares Tr74348A467S&P 500 DV ARIST14,919$153.8 萬0.3%+12,279+465.1%加碼–
SPDR Series Trust78468R556SP O&G EXPL PRO11,576$153.4 萬0.3%+53+0.5%加碼–
HONHoneywell International IncCOM7,183$151.6 萬0.3%+346+5.1%加碼歷史
iShares Tr464288588MBS ETF15,880$151.1 萬0.3%−675−4.1%減碼–
SNOWSnowflake Inc.Stock6,671$150.5 萬0.3%−137−2.0%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF11,233$133.6 萬0.3%+932+9.0%加碼–
OKTAOkta, Inc.CL A14,397$132.0 萬0.3%+381+2.7%加碼歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES46,038$128.8 萬0.3%+3,468+8.1%加碼–
CATCaterpillar IncStock2,652$126.6 萬0.3%−127−4.6%減碼歷史
CAHCardinal Health IncStock7,895$123.9 萬0.3%+406+5.4%加碼歷史
NFLXNetflix IncStock1,033$123.8 萬0.3%−178−14.7%減碼歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD90,909$122.1 萬0.3%−306−0.3%減碼–
RGTIRigetti Computing, Inc.COMMON STOCK39,590$117.9 萬0.3%+28,090+244.3%加碼歷史
EOGEOG Resources IncStock10,435$117.3 萬0.2%+224+2.2%加碼歷史
RQICohen & Steers Quality Income Realty Fund IncCEF93,413$116.5 萬0.2%+3,735+4.2%加碼歷史
VGVenture Global, Inc.COM CL A81,640$115.8 萬0.2%+7,276+9.8%加碼歷史
Pacer FDS Tr69374H840WEALTHSHIELD35,667$114.8 萬0.2%+13,472+60.7%加碼–
QCOMQualcomm IncStock6,830$113.7 萬0.2%−55−0.8%減碼歷史
VZVerizon Communications IncStock25,483$112.1 萬0.2%+1,502+6.3%加碼歷史
iShares Inc46434G764MSCI EMRG CHN16,164$109.1 萬0.2%+3,332+26.0%加碼–
CVXChevron CorpStock6,878$106.9 萬0.2%+2,862+71.3%加碼歷史
LLYEli Lilly & CoStock1,362$104.0 萬0.2%+174+14.6%加碼歷史
Pacer Trendpilot US Bond ETF69374H642ETF52,201$103.5 萬0.2%+801+1.6%加碼–
MAMastercard IncStock1,812$103.1 萬0.2%+75+4.3%加碼歷史
MCDMcDonalds CorpStock3,379$102.8 萬0.2%+348+11.5%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF2,182$102.2 萬0.2%+1,730+382.7%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF15,578$101.7 萬0.2%+240+1.6%加碼–
NTNXNutanix, Inc.Stock13,672$101.7 萬0.2%+361+2.7%加碼歷史
iShares Core S&P 500 ETF464287200ETF1,458$97.8 萬0.2%−4−0.3%減碼–
Goldman Sachs ETF Tr381430602ACTIVEBETA US12,612$94.5 萬0.2%+12,612新進–
SPYSPDR S&P 500 ETF TrustETF1,411$94.1 萬0.2%+100+7.6%加碼歷史
JNJJohnson & JohnsonStock5,046$93.6 萬0.2%+2,863+131.1%加碼歷史
ADPAutomatic Data Processing IncStock2,996$88.0 萬0.2%+223+8.0%加碼歷史
AFLAflac IncStock7,864$87.9 萬0.2%−216−2.7%減碼歷史
iShares Core Dividend Growth ETF46434V621ETF12,711$86.5 萬0.2%+1,595+14.3%加碼–
KMIKinder Morgan, Inc.Stock30,047$85.1 萬0.2%+3,309+12.4%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF2,552$83.7 萬0.2%00.0%不變–
HGITHines Global Income Trust, Inc.REIT84,157$82.5 萬0.2%−53,746−39.0%減碼歷史
AXPAmerican Express CoStock2,464$81.9 萬0.2%+1,412+134.2%加碼歷史
Kraneshares Trust500767652MOUNT LUCAS ETF30,323$81.7 萬0.2%−110.0%減碼–
iShares Core S&P U.S. Growth ETF464287671ETF4,882$80.3 萬0.2%+642+15.1%加碼–
FSTRFoster L B CoCOM29,542$79.6 萬0.2%00.0%不變歷史
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF27,177$74.2 萬0.2%−703−2.5%減碼–
ESEversource EnergyStock10,409$74.0 萬0.2%+2,864+38.0%加碼歷史
ATOAtmos Energy CorpCOM4,156$71.0 萬0.2%−391−8.6%減碼歷史
LINLinde PLCStock1,491$70.9 萬0.2%+967+184.5%加碼歷史
CINFCincinnati Financial CorpCOM4,466$70.6 萬0.2%−539−10.8%減碼歷史
ECLEcolab Inc.Stock2,555$70.0 萬0.1%−40−1.5%減碼歷史
FASTFastenal CoStock13,896$68.1 萬0.1%+3,218+30.1%加碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM11,818$67.6 萬0.1%+49+0.4%加碼–
PNRPENTAIR plcSHS6,000$66.5 萬0.1%−686−10.3%減碼歷史
SHWSherwin Williams CoCOM1,906$66.0 萬0.1%−233−10.9%減碼歷史
METAMeta Platforms, Inc.Stock895$65.7 萬0.1%+26+3.0%加碼歷史
ORealty Income CorpREIT10,757$65.4 萬0.1%+3,181+42.0%加碼歷史

2025 年第 2 季之後清倉（99 檔）

2025 年第 2 季季末還持有、這份申報已經沒有的部位。

ORG Wealth Partners, LLC 在 2025 年第 2 季之後清倉的部位
證券類別2025 年第 2 季股數2025 年第 2 季市值2025 年第 2 季佔組合 %紀錄
TPLTexas Pacific Land CorpStock279$29.8 萬0.1%歷史
KNSLKinsale Capital Group, Inc.Stock428$20.5 萬<0.1%歷史
HSYHershey CoCOM1,125$19.8 萬<0.1%歷史
AVTRAvantor, Inc.COM10,342$14.4 萬<0.1%歷史
BAXBaxter International IncStock4,600$14.4 萬<0.1%歷史
RRCRange Resources CorpCOM3,295$12.8 萬<0.1%歷史
SKWDSkyward Specialty Insurance Group, Inc.COM2,273$12.8 萬<0.1%歷史
FISFidelity National Information Services, Inc.Stock1,450$11.9 萬<0.1%歷史
FISVFiserv IncStock631$10.9 萬<0.1%歷史
ONONOn Holding AGStock1,990$10.4 萬<0.1%歷史
FUNSix Flags Entertainment CorporationCOM3,188$10.2 萬<0.1%歷史
DLTRDollar Tree, Inc.COM998$10.1 萬<0.1%歷史
IQVIQVIA Holdings Inc.Stock614$9.98 萬<0.1%歷史
NICENICE Ltd.SPONSORED ADR576$9.66 萬<0.1%歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP983$9.40 萬<0.1%歷史
TRVTravelers Companies, Inc.Stock340$9.08 萬<0.1%歷史
BALLBALL CorpCOM1,564$9.05 萬<0.1%歷史
iShares Tr4642874571 3 YR TREAS BD1,096$9.04 萬<0.1%–
SNYSanofiSPONSORED ADR1,667$8.18 萬<0.1%歷史
Evolution30051E104ADR955$7.67 萬<0.1%–
CRLCharles River Laboratories International, Inc.COM496$7.66 萬<0.1%歷史
ProShares Bitcoin ETF74347G440ETF3,579$7.25 萬<0.1%–
RTORentokil Initial PLCSPONSORED ADR2,796$6.79 萬<0.1%歷史
WMGWarner Music Group Corp.COM CL A2,413$6.72 萬<0.1%歷史
APLDApplied Digital Corp.COM NEW6,790$6.63 萬<0.1%歷史
MPCMarathon Petroleum CorpStock318$5.42 萬<0.1%歷史
HWMHowmet Aerospace Inc.Stock290$5.11 萬<0.1%歷史
FMSFresenius Medical Care AGSPONSORED ADR1,676$4.82 萬<0.1%歷史
NRGNRG Energy, Inc.Stock305$4.76 萬<0.1%歷史
HPEHewlett Packard Enterprise CoCOM2,213$4.53 萬<0.1%歷史
NTAPNetApp, Inc.Stock411$4.38 萬<0.1%歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW372$4.02 萬<0.1%–
SCHWSchwab Charles CorpStock417$3.80 萬<0.1%歷史
RLRalph Lauren CorpCL A133$3.62 萬<0.1%歷史
CEGConstellation Energy CorpStock115$3.54 萬<0.1%歷史
PWRQuanta Services, Inc.COM93$3.46 萬<0.1%歷史
TTTrane Technologies plcSHS72$3.13 萬<0.1%歷史
AIGAmerican International Group, Inc.Stock351$3.01 萬<0.1%歷史
NENoble Corp plcORD SHS A1,079$2.96 萬<0.1%歷史
HIGHartford Insurance Group, Inc.Stock231$2.92 萬<0.1%歷史
FITBFifth Third BancorpCOM662$2.81 萬<0.1%歷史
AIZAssurant, Inc.Stock140$2.77 萬<0.1%歷史
IRMIron Mountain IncCOM268$2.68 萬<0.1%歷史
PHParker-Hannifin CorpStock38$2.67 萬<0.1%歷史
STLDSteel Dynamics IncCOM202$2.63 萬<0.1%歷史
MLMMartin Marietta Materials IncCOM47$2.62 萬<0.1%歷史
HPQHP IncStock1,027$2.62 萬<0.1%歷史
KEYKeycorpCOM1,432$2.56 萬<0.1%歷史
PCARPaccar IncCOM258$2.53 萬<0.1%歷史
DVADavita Inc.COM172$2.52 萬<0.1%歷史
METMetlife IncStock311$2.52 萬<0.1%歷史
CICigna GroupStock75$2.51 萬<0.1%歷史
DPZDominos Pizza IncCOM54$2.47 萬<0.1%歷史
GNRCGenerac Holdings Inc.Stock167$2.45 萬<0.1%歷史
NXPINXP Semiconductors N.V.COM108$2.39 萬<0.1%歷史
BACBank of America CorpStock493$2.37 萬<0.1%歷史
MSIMotorola Solutions, Inc.Stock55$2.34 萬<0.1%歷史
TRMBTrimble Inc.COM306$2.34 萬<0.1%歷史
MTBM&T Bank CorpCOM117$2.31 萬<0.1%歷史
TMUST-Mobile US, Inc.Stock95$2.29 萬<0.1%歷史
ZBRAZebra Technologies CorpCL A72$2.27 萬<0.1%歷史
IPInternational Paper CoCOM457$2.26 萬<0.1%歷史
GMGeneral Motors CoCOM432$2.25 萬<0.1%歷史
IRIngersoll Rand Inc.COM263$2.24 萬<0.1%歷史
VLTOVeralto CorpStock218$2.24 萬<0.1%歷史
RJFRaymond James Financial IncCOM142$2.20 萬<0.1%歷史
SWSmurfit Westrock plcStock475$2.18 萬<0.1%歷史
PSXPhillips 66Stock176$2.17 萬<0.1%歷史
CDWCDW CorpCOM119$2.16 萬<0.1%歷史
MASMasco CorpCOM308$2.07 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS50$1.96 萬<0.1%–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM256$1.48 萬<0.1%–
Roche Hldg Ltd ADR771195104COM325$1.34 萬<0.1%–
VRNAVerona Pharma plcSPONSORED ADS123$1.11 萬<0.1%歷史
BILLBILL Holdings, Inc.Stock200$9,210<0.1%歷史
TGTTarget CorpStock85$8,827<0.1%歷史
GGALGrupo Financiero Galicia SASPONSORED ADR153$7,647<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J437INTL DEV DYNAMIC268$7,335<0.1%–
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM180$7,283<0.1%–
QFINQfin Holdings, Inc.AMERICAN DEP154$6,619<0.1%歷史
BMAMacro Bank Inc.SPON ADR B91$6,316<0.1%歷史
YPFYpf Sociedad AnonimaSPON ADR CL D196$6,164<0.1%歷史
PAMPampa Energy Inc.SPONS ADR LVL I84$5,776<0.1%歷史
RELXRELX PLCSPONSORED ADR88$4,744<0.1%歷史
MMYTMakeMyTrip LtdStock43$4,073<0.1%歷史
ERICEricsson LM Telephone CoADR B SEK 10476$4,069<0.1%歷史
NOKNokia CorpSPONSORED ADR710$3,712<0.1%歷史
SYKStryker CorpStock9$3,560<0.1%歷史
CHKPCheck Point Software Technologies LtdORD16$3,536<0.1%歷史
Compass Group PLC Sponsored ADR20449X401ADR100$3,514<0.1%–
PSOPearson PLCSPONSORED ADR225$3,397<0.1%歷史
TCOMTrip.com Group LtdADS43$2,534<0.1%歷史
PPGPPG Industries IncStock20$2,385<0.1%歷史
MRPMillrose Properties, Inc.COM CL A70$2,000<0.1%歷史
SJMJ M SMUCKER CoStock16$1,647<0.1%歷史
DXCDXC Technology CoStock84$1,337<0.1%歷史
Tidal Tr II88636J527YIELDMAX ULTRA O40$246<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF0$13<0.1%–
QCLSQ/C Technologies, Inc.COM NEW34$4<0.1%歷史