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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 49
减持 83
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$26.5M
2,201,201
+13%
减持
XOP
SPDR S&P OIL & GAS EXPLOR &
-$26.5M
232
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$26.3M
46,466
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。
+26759%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$24.3M
288,304
+25482%
增持
IWF
ISHARES RUSSELL 1000 GROWTH
+$23.0M
354,660
+0%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$15.4M
679,028
-17%
减持
VLO
VALERO ENERGY CORP SR GLBL
-$12.0M
1,492
-98%
增持
IWR
ISHARES RUSSELL MID-CAP (MKT)
+$9.9M
1,143,667
+2%
增持
JPM
JP MORGAN CHASE & CO
+$9.3M
200,377
+1%
增持
IWD
ISHARES RUSSELL 1000 VALUE (MKT)
+$7.1M
794,158
+2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$7.0M
1,831,010
+5%
增持
MSFT
MICROSOFT CORP
+$6.2M
45,663
+4%
增持
GOOG
ALPHABET INC
+$4.8M
182,756
+3%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDRR
+$4.8M
104,569
-0%
减持
AAPL
APPLE INC
-$4.2M
157,322
-4%
增持
NVDA
NVIDIA CORP
+$4.1M
78,041
+3%
增持
WMT
WALMART INC
+$4.0M
393,590
+0%
增持
GLD
SPDR GOLD SHARES (MKT)
+$3.6M
136,128
+4%
增持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$3.5M
766,139
+5%
减持
OEF
ISHARES S&P 100 (MKT)
+$3.4M
104,716
-0%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$2.6M
222,411
-3%
减持
KO
COCA COLA CO
-$2.4M
46,643
-41%
增持
VGIT
VANGUARD INTER-TRM TREAS INDEX
+$2.3M
636,331
+6%
增持
AVGO
BROADCOM INC
+$1.8M
14,175
+15%
减持
SPY
SPDR S&P 500 (MKT)
+$1.8M
30,592
-0%
增持
AMZN
AMAZON COM INC
+$1.7M
26,102
+23%
增持
IYH
ISHARES US HEALTHCARE (MKT)
-$1.4M
400,018
+2%
增持
GD
GENERAL DYNAMICS CORP
+$1.3M
58,935
+1%
减持
ORCL
ORACLE CORP
+$1.2M
15,506
-2%
减持
IJR
ISHARES CORE S&P SMALL-CAP (MKT)
+$1.1M
244,698
-0%
减持
—
EXXON MOBIL CORP
-$1.1M
25,442
-21%
增持
GOOGL
ALPHABET INC
+$1.0M
26,779
+12%
增持
META
META PLATFORMS INC
+$875.8K
2,090
+81%
减持
MRK
MERCK & CO INC
-$640.1K
44,928
-4%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$538.4K
3,246
-77%
建仓
MUB
ISHARES NATIONAL AMT-FREE MUNI
+$509.0K
4,872
建仓
SLV
ISHARES SILVER TRUST (MKT)
+$441.3K
13,450
减持
ABBV
ABBVIE INC SR NT
-$425.6K
9,174
-10%
减持
UNP
UNION PAC CORP
-$420.0K
10,879
-12%
增持
NFLX
NETFLIX INC
+$391.6K
477
+80%
减持
MU
MICRON TECHNOLOGY INC
+$367.3K
10,261
-1%
减持
GL
GLOBE LIFE INC
-$351.6K
28,838
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$347.2K
2,089
-13%
减持
FSLR
FIRST SOLAR INC
+$334.1K
9,413
-3%
减持
LRCX
LAM RESEARCH CORP
+$325.1K
13,310
-0%
增持
CVX
CHEVRON CORP NEW
-$316.3K
19,038
+5%
减持
IVV
ISHARES CORE S&P 500 (MKT)
+$280.1K
6,080
-2%
增持
GOVT
ISHARES CORE U.S. TREASURY BOND
+$278.1K
39,226
+45%
清仓
CPAY
CORPAY INC
-$275.8K
0
-100%
增持
CMA
COMERICA INC
+$262.2K
252,624
+1%
减持
JNJ
JOHNSON & JOHNSON
-$261.3K
18,797
-0%
增持
DFAC
U S CORE EQUITY 2
+$259.9K
48,163
+8%
减持
—
EATON CORP PLC
+$259.0K
3,278
-2%
减持
LOW
LOWES COMPANIES INC
-$252.8K
5,519
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC
-$249.3K
10,889
+5%
增持
TSLA
TESLA INC
+$244.9K
1,887
+38%
增持
COF
CAPITAL ONE FINL CORP
+$244.6K
1,222
+1321%
减持
PFE
PFIZER INC
-$237.3K
17,451
-33%
减持
PEP
PEPSICO INC
-$233.1K
8,832
-5%
减持
XBI
SPDR S&P BIOTECH ETF (MKT)
-$224.7K
1,426
-66%
增持
CAT
CATERPILLAR INC
+$216.9K
3,617
+0%
清仓
MINT
PIMCO ENHANCED SHORT MATURITY
-$206.8K
0
-100%
减持
GPN
GLOBAL PAYMENTS INC
-$205.3K
11,085
-1%
清仓
—
DISCOVER FINANCIAL SERVICES
-$196.3K
0
-100%
增持
PM
PHILIP MORRIS INTERNATIONAL INC
+$192.0K
5,377
+8%
减持
AJG
GALLAGHER ARTHUR J & CO
-$186.6K
1,586
-21%
增持
V
VISA INC COM CL A
+$181.0K
7,368
+6%
增持
PG
PROCTER & GAMBLE CO
-$179.4K
17,684
+1%
减持
—
TRANE TECHNOLOGIES PLC
+$167.0K
1,682
-0%
减持
IVW
ISHARES S&P 500 GROWTH (MKT)
+$167.0K
9,969
-1%
减持
MCD
MCDONALDS CORP
-$164.7K
5,370
-3%
增持
LLY
ELI LILLY & CO
-$163.5K
3,935
+1%
减持
NEE
NEXTERA ENERGY INC
-$160.2K
21,993
-8%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE
+$147.2K
12,818
+34%
减持
DUK
DUKE ENERGY CORP
-$142.7K
4,786
-17%
增持
MA
MASTERCARD INC
+$139.3K
2,506
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$139.2K
2,278
+27%
减持
SO
SOUTHERN CO
-$136.2K
33,328
-4%
减持
WM
WASTE MANAGEMENT INC
-$130.2K
3,055
-15%
减持
CSCO
CISCO SYSTEMS INC
+$123.6K
28,342
-5%
减持
AGG
ISHARES CORE TOTAL US BOND
-$122.4K
1,219
-50%
增持
UNH
UNITEDHEALTH GROUP INC
-$121.6K
7,249
+59%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$117.9K
5,488
-10%
增持
COST
COSTCO WHOLESALE CORP NEW
+$117.0K
1,943
+2%
减持
DIS
DISNEY WALT CO
+$116.8K
6,600
-7%
减持
ADBE
ADOBE SYSTEMS INC
-$114.9K
850
-27%
清仓
MOAT
VANECK VECTORS MORNINGSTAR WIDE
-$112.9K
0
-100%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$112.0K
12,235
-5%
减持
INTC
INTEL CORP
-$110.5K
4,677
-51%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQTY
-$104.7K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP (MKT)
+$104.4K
47,957
-2%
减持
AXP
AMERICAN EXPRESS CO
+$101.9K
4,041
-8%
减持
ITW
ILLINOIS TOOL WORKS INC
-$100.9K
2,182
-15%
减持
SYK
STRYKER CORP
+$95.5K
6,012
-2%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$92.4K
6,428
-0%
减持
WFC
WELLS FARGO & CO
-$91.5K
4,438
-29%
减持
ADI
ANALOG DEVICES INC
+$89.1K
3,377
-5%
减持
MPC
MARATHON PETE CORP
+$86.6K
6,626
-5%
减持
HII
HUNTINGTON INGALLS INDS INC
-$86.4K
2,178
-27%
减持
BLK
BLACKROCK INC
-$85.2K
718
-19%
增持
GEV
GE VERNOVA INC
+$83.3K
361
+2%
建仓
—
NEBIUS GROUP N V
+$80.0K
1,445
建仓
—
CREDO TECHNOLOGY GROUP HOLDING
+$79.8K
862
减持
VZ
VERIZON COMMUNICATIONS INC
-$78.8K
6,639
-18%
增持
DFAX
DIMENSIONAL WORLD EX US CORE EQ
+$78.7K
5,774
+67%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME
-$73.8K
652,489
+0%
建仓
—
DIVERSIFIED ENERGY COMPANY PLC
+$73.3K
5,000
建仓
CLS
CELESTICA INC
+$73.1K
468
增持
KLAC
KLA-TENCOR CORP
+$71.4K
85
+1114%
减持
SBUX
STARBUCKS CORP
-$70.5K
2,993
-15%
增持
BDX
BECTON DICKINSON & CO
-$67.9K
1,498
+5%
减持
PWR
QUANTA SERVICES INC
+$67.8K
590
-3%
减持
CNI
CANADIAN NATIONAL RAILWAY CO
-$67.4K
1,600
-33%
增持
COP
CONOCOPHILLIPS
+$67.0K
3,753
+46%
减持
AMGN
AMGEN INC
-$66.0K
1,443
-4%
减持
HELO
JPMORGAN HEDGED EQUITY LDRD
-$65.0K
5,006
-21%
建仓
APP
APPLOVIN CORP
+$64.4K
184
减持
SHEL
ROYAL DUTCH SHELL PLC
-$61.2K
1,933
-28%
减持
APD
AIR PRODUCTS & CHEMICALS INC
-$60.9K
1,201
-11%
减持
SHW
SHERWIN WILLIAMS CO
-$60.6K
30
-85%
减持
BAC
BANK OF AMERICA CORP
+$60.3K
18,308
-5%
增持
BWXT
BWX TECHNOLOGIES INC
+$60.0K
1,105
+10%
减持
FISV
FISERV INC
-$59.7K
1,018
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$56.6K
2,559
+13%
清仓
PFF
ISHARES US PREFERRED STOCK (MKT)
-$56.3K
0
-100%
减持
SAM
BOSTON BEER INC CL A
-$55.9K
333
-33%
减持
—
PROASSURANCE CORP
-$55.6K
6,685
-25%
减持
EOG
EOG RESOURCES INC
-$54.9K
26
-94%
清仓
EPD
ENTERPRISE PRODUCTS PARTNERS L P
-$54.6K
0
-100%
增持
CTAS
CINTAS CORP
+$54.4K
1,240
+15%
清仓
AB
ALLIANCEBERNSTEIN HOLDING L P
-$53.6K
0
-100%
减持
TXN
TEXAS INSTRUMENTS INC
+$52.8K
1,954
-1%
建仓
ET
ENERGY TRANSFER OPERATING LP
+$52.0K
2,867
减持
ELV
ELEVANCE HEALTH
-$51.7K
245
-28%
减持
BA
BOEING CO
-$51.4K
1,328
-31%
减持
CVS
CVS HEALTH CORPORATION
-$50.6K
1,949
-29%
减持
MS
MORGAN STANLEY
+$48.8K
2,687
-5%
清仓
EHC
ENCOMPASS HEALTH CORP
-$46.7K
0
-100%
增持
ZTS
ZOETIS INC
-$46.7K
5,571
+0%
减持
UCB
UNITED COMMUNITY BANKS INC
-$45.8K
3,699
-33%
减持
PRU
PRUDENTIAL FINANCIAL INC
-$44.7K
1,490
-19%
减持
TJX
TJX COS INC NEW
-$44.4K
8,845
-5%
减持
—
ASTRAZENECA PLC
-$42.7K
8,408
-2%
清仓
IXUS
ISHARES CORE MSCI TOTAL INTL
-$41.9K
0
-100%
减持
MO
ALTRIA GROUP INC
-$41.5K
10,079
-4%
减持
RTX
RTX CORPORATION
+$40.7K
4,253
-3%
减持
NKE
NIKE INC
-$40.3K
612
-54%
减持
VMC
VULCAN MATERIALS CO
-$39.6K
4,276
-14%
减持
IQV
IQVIA HLDGS INC
-$39.2K
465
-27%
减持
ENB
ENBRIDGE INC
-$38.1K
1,787
-33%
