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Oakworth Capital, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Oakworth Capital, Inc.
报告期 2026-03-31 · CIK 0001588871
持仓数
1,152
前50大市值合计
$1.62B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 70
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$84.8M
817,751
+1524%
减持
IJR
ISHARES CORE S&P SMALL-CAP (MKT)
-$77.5M
245,005
-73%
减持
AAPL
APPLE INC
-$15.6M
164,126
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。
-21%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$15.4M
353,218
-1%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$9.0M
1,946,865
+3%
减持
GOOG
ALPHABET INC
-$6.6M
176,735
-2%
增持
GLD
SPDR GOLD SHARES (MKT)
+$6.2M
131,460
+0%
增持
IWD
ISHARES RUSSELL 1000 VALUE (MKT)
+$5.7M
782,181
+2%
减持
MSFT
MICROSOFT CORP
-$3.5M
43,971
-7%
增持
IWR
ISHARES RUSSELL MID-CAP (MKT)
-$3.1M
1,120,519
+1%
减持
OEF
ISHARES S&P 100 (MKT)
-$2.7M
104,967
-3%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDRR
-$2.5M
104,981
+1%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
+$2.5M
1,740,574
-0%
增持
VLO
VALERO ENERGY CORP NEW
+$2.1M
92,021
+13%
清仓
TPL
TEXAS PACIFIC LAND CORPORATION
-$2.1M
0
-100%
减持
WMT
WALMART INC
-$2.1M
392,641
-3%
减持
NVDA
NVIDIA CORP
-$2.0M
75,795
-0%
增持
MRK
MERCK & CO INC
+$1.9M
46,754
+102%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$1.8M
228,563
+8%
增持
IYH
ISHARES US HEALTHCARE (MKT)
+$1.8M
393,412
+4%
增持
VGIT
VANGUARD INTER-TRM TREAS INDEX
+$1.4M
602,739
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC
+$1.3M
10,400
+10%
增持
GD
GENERAL DYNAMICS CORP
+$1.2M
58,356
+5%
减持
AMZN
AMAZON COM INC
-$1.1M
21,189
-10%
减持
SPY
SPDR S&P 500 (MKT)
-$1.1M
30,598
-1%
减持
AVGO
BROADCOM INC
-$1.0M
12,347
-7%
增持
XOP
SPDR S&P OIL & GAS EXPLOR &
+$929.5K
201,332
+4%
减持
JPM
JP MORGAN CHASE & CO
+$839.4K
198,827
-1%
增持
GOOGL
ALPHABET INC
-$795.9K
23,837
+1%
减持
KO
COCA COLA CO
+$667.5K
79,049
-1%
减持
HII
HUNTINGTON INGALLS INDS INC
-$638.8K
3,001
-55%
减持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$621.9K
727,571
-0%
增持
SO
SOUTHERN CO
+$592.7K
34,766
+10%
增持
CVX
CHEVRON CORP NEW
+$557.3K
18,186
+6%
增持
DFAC
U S CORE EQUITY 2
+$537.7K
44,445
+66%
减持
V
VISA INC COM CL A
-$532.0K
6,948
-26%
增持
CMA
COMERICA INC
-$517.5K
250,709
+1%
减持
RF
REGIONS FINANCIAL CORP NEW
-$506.6K
83,852
-15%
增持
—
TRANE TECHNOLOGIES PLC
+$488.9K
1,688
+681%
增持
JNJ
JOHNSON & JOHNSON
+$481.5K
18,889
+3%
减持
GL
GLOBE LIFE INC
+$421.7K
29,881
-5%
增持
ORCL
ORACLE CORP
-$416.7K
15,787
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$414.8K
2,400
-22%
增持
CAT
CATERPILLAR INC
+$412.8K
3,600
+69%
建仓
HELO
JPMORGAN HEDGED EQUITY LDRD
+$378.3K
6,338
增持
HD
HOME DEPOT INC
+$347.4K
8,796
+19%
减持
ASO
ACADEMY SPORTS & OUTDOORS INC
-$341.7K
9,726
-29%
增持
MCD
MCDONALDS CORP
+$322.5K
5,550
+14%
减持
—
EXXON MOBIL CORP
+$319.6K
32,193
-1%
减持
BX
BLACKSTONE GROUP INC
-$308.3K
94
-95%
减持
TJX
TJX COS INC NEW
-$300.4K
9,332
-22%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$289.2K
1,127
-76%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$257.3K
6,432
+679%
清仓
MTG
MGIC INVT COR WIS SR GLBL
-$237.1K
0
-100%
增持
LLY
ELI LILLY & CO
+$226.3K
3,912
+1%
减持
UPS
UNITED PARCEL SERVICE
-$225.0K
1,688
-48%
增持
HSY
HERSHEY CO
+$210.3K
4,233
+40%
建仓
MINT
PIMCO ENHANCED SHORT MATURITY
+$206.8K
2,055
减持
SFBS
SERVISFIRST BANCSHARES INC
-$206.4K
12,837
-14%
增持
VO
VANGUARD MID-CAP ETF (MKT)
+$205.3K
3,005
+39%
清仓
—
ARCADIUM LITHIUM PLC
-$199.3K
0
-100%
减持
ABBV
ABBVIE INC SR NT
+$194.4K
10,159
-7%
增持
—
EATON CORP PLC
-$190.3K
3,352
+1%
减持
DIS
DISNEY WALT CO
-$189.9K
7,109
-11%
减持
MS
MORGAN STANLEY
-$188.4K
2,826
-31%
减持
PEP
PEPSICO INC
-$181.6K
9,332
-10%
清仓
—
ASSURED GUARANTY LTD
-$180.0K
0
-100%
减持
MP
MP MATERIALS CORP
-$180.0K
421
-97%
增持
IJH
ISHARES CORE S&P MID-CAP (MKT)
-$178.8K
49,184
+1%
增持
CI
THE CIGNA GROUP
+$178.5K
3,277
+1%
增持
TSLA
TESLA INC
-$172.9K
1,368
+5%
减持
XBI
SPDR S&P BIOTECH ETF (MKT)
-$169.6K
4,229
-26%
减持
DUK
DUKE ENERGY CORP
-$165.2K
5,800
-28%
增持
CLX
CLOROX CO
+$158.6K
1,645
+219%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$158.2K
2,665
+16%
增持
GPN
GLOBAL PAYMENTS INC
-$149.7K
11,157
+1%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$149.3K
14,058
-17%
减持
RTX
RTX CORPORATION
-$148.5K
4,381
-30%
增持
FSLR
FIRST SOLAR INC
-$144.6K
9,682
+25%
建仓
DFSD
DIMENSIONAL SHORT DURATION FIXED
+$142.4K
2,997
减持
QQQ
INVESCO QQQ TR
-$133.3K
3,079
-0%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE
+$132.3K
9,578
+49%
减持
DINO
HF SINCLAIR CORPORATION
-$130.3K
15,745
-15%
增持
AJG
GALLAGHER ARTHUR J & CO
+$126.0K
2,011
+0%
增持
IR
INGERSOLL RAND INC
+$125.6K
1,727
+1142%
减持
AGG
ISHARES CORE TOTAL US BOND
-$124.1K
2,460
-35%
增持
KMB
KIMBERLY CLARK CORP
+$123.6K
2,210
+52%
减持
—
ACCENTURE PLC
-$117.3K
1,021
-18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$114.9K
8,071
+28%
减持
GS
GOLDMAN SACHS GROUP INC
-$114.7K
333
-36%
清仓
SIRI
SIRIUSXM HOLDINGS INC
-$114.7K
0
-100%
增持
GIS
GENERAL MILLS INC
+$112.1K
2,432
+366%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME
+$105.8K
650,469
+1%
增持
PG
PROCTER & GAMBLE CO
+$105.5K
17,585
+2%
减持
WM
WASTE MANAGEMENT INC
+$104.6K
3,582
-0%
增持
CSCO
CISCO SYSTEMS INC
+$104.3K
29,862
+2%
减持
MU
MICRON TECHNOLOGY INC
-$102.6K
10,328
-13%
增持
MMM
3M CO
+$102.2K
3,611
+9%
减持
PFE
PFIZER INC
-$99.9K
26,060
-9%
清仓
COIN
COINBASE GLOBAL INC
-$99.3K
0
-100%
增持
VB
VANGUARD SMALL CAP ETF (MKT)
+$99.0K
1,815
+44%
建仓
VTIP
VANGUARD SHORT-TERM INFLATION
+$98.3K
1,969
减持
ADI
ANALOG DEVICES INC
-$95.2K
3,544
-7%
清仓
AX
AXOS FINL INC
-$91.2K
0
-100%
建仓
DFAX
DIMENSIONAL WORLD EX US CORE EQ
+$90.8K
3,467
减持
LOW
LOWES COMPANIES INC
-$86.4K
6,334
-0%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL
+$85.9K
4,544
+93%
增持
SYK
STRYKER CORP
+$85.3K
6,133
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$85.2K
1,864
-1%
增持
—
ASTRAZENECA PLC
+$79.4K
8,575
+2%
增持
DFAT
U S TARGET VALUE ETF
+$71.8K
6,799
+36%
清仓
BHC
BAUSCH HEALTH COS INC COM
-$71.3K
0
-100%
建仓
VT
VANGUARD TOTAL WORLD STOCK (ETF)
+$71.3K
615
减持
BLK
BLACKROCK INC
-$70.7K
886
-0%
减持
SPDW
SPDR PORTFOLIO DEVLPD WORLD EX
-$70.0K
192
-91%
增持
VMC
VULCAN MATERIALS CO
+$65.7K
4,950
+17%
增持
NEE
NEXTERA ENERGY INC
+$64.2K
23,797
+5%
增持
ADBE
ADOBE SYSTEMS INC
-$64.1K
1,157
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$62.8K
4,550
-6%
增持
SYY
SYSCO CORP
+$62.3K
5,297
+21%
减持
—
PROASSURANCE CORP
+$62.2K
8,917
-3%
增持
COP
CONOCOPHILLIPS
+$60.1K
2,569
+22%
增持
MDLZ
MONDELEZ INTL INC
+$60.0K
6,794
+1%
减持
CVS
CVS HEALTH CORPORATION
+$59.8K
2,731
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$58.9K
6,099
+10%
减持
CMCSA
COMCAST CORP
-$58.2K
5,336
-21%
减持
UNP
UNION PAC CORP
+$57.9K
12,373
-2%
增持
GEV
GE VERNOVA INC
+$56.8K
353
+128%
减持
VWO
VANGUARD EMERGING MARKETS STOCK
-$54.1K
4,256
-24%
减持
AB
ALLIANCEBERNSTEIN HOLDING L P
-$53.9K
1,400
-52%
增持
CTAS
CINTAS CORP
+$53.9K
1,080
+17%
增持
BSX
BOSTON SCIENTIFIC CORP
+$53.4K
4,476
+0%
增持
—
CHUBB LIMITED
+$53.3K
1,892
+1%
增持
IEMG
ISHARES CORE MSCI EMERGING
+$52.6K
1,280
+306%
增持
TMUS
T MOBILE US INC COM
+$50.2K
943
+3%
增持
META
META PLATFORMS INC
+$48.5K
1,157
+10%
建仓
IVE
ISHARES S&P 500 VALUE (MKT)
+$46.9K
246
减持
RSG
REPUBLIC SERVICES INC
+$46.8K
1,186
-1%
建仓
—
ALLEGION PUB LTD
+$45.7K
350
增持
PGR
PROGRESSIVE CORP OH
+$45.4K
864
+4%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$44.3K
779
增持
PSX
PHILLIPS 66
+$43.8K
1,881
+14%
减持
MA
MASTERCARD INC
+$43.6K
2,315
-1%
清仓
ALRM
ALARM COM HLDGS INC
-$42.6K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD TR
+$42.3K
1,094
+30%
增持
GPC
GENUINE PARTS CO
+$42.0K
4,175
+7%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$39.9K
4,863
-7%
建仓
DFAR
DIMENSIONAL US REAL ESTATE ETF
+$39.5K
1,663
减持
XLY
CONSUMER DISCRET SELECT SECTOR
-$37.6K
998
-5%
清仓
ARM
ARM HOLDINGS PLC
-$35.5K
0
-100%
