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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 83
减持 38
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES 0-1 YEAR TREASURY BOND
-$34.5M
698,718
-31%
建仓
EMXC
ISHARES MSCI EMG MKTS EX CHINA
+$28.3M
359,468
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$25.8M
456,736
+77%
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。
清仓
CMA
COMERICA INC.
-$20.7M
0
-100%
增持
FITB
FIFTH THIRD BANCORP
+$20.4M
440,381
+22789%
增持
IWF
ISHARES TR RUSSELL 1000 GROWTH ETF
-$13.2M
360,833
+2%
增持
XLE
STATE STREET ENERGY SELECT
+$12.2M
681,040
+3%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$11.0M
2,337,244
+5%
增持
BND
VANGUARD TTL BD MKT
+$8.6M
2,206,842
+6%
增持
IWD
ISHARES TR RUSSELL 1000 VALUE ETF
+$8.6M
862,297
+3%
增持
WMT
WALMART, INC.
+$6.5M
409,340
+3%
增持
VCSH
VANGUARD SHORT-TERM CORP BD IDX
+$6.0M
1,260,594
+7%
增持
GLD
SPDR GOLD TR GOLD SHS
+$5.3M
135,959
+1%
增持
MSFT
MICROSOFT CORP
-$5.0M
47,596
+2%
增持
JPM
JP MORGAN CHASE & CO
-$4.3M
200,723
+2%
增持
GOOG
ALPHABET INC SR
-$4.2M
176,887
+1%
增持
IWR
ISHARES TR RUSSELL MID-CAP ETF
+$4.1M
1,215,916
+3%
增持
VGIT
VANGUARD INTERMEDIATE TERM TREASURY ETF
+$3.3M
800,067
+8%
减持
OEF
ISHARES S&P 100 ETF
-$3.2M
100,856
-2%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$2.7M
27,961
-9%
增持
AAPL
APPLE INC
-$2.6M
155,122
+1%
增持
—
EXXON MOBIL CORP COM
+$2.3M
40,128
+7%
增持
XLK
TECHNOLOGY SECTOR SPDR TR
-$2.2M
205,126
+0%
增持
CVX
CHEVRON CORP NEW
+$1.6M
22,627
+11%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.2M
3,815
-44%
增持
VOO
VANGUARD S&P 500 ETF
-$1.0M
47,133
+1%
增持
IYH
ISHARES US HEALTHCARE (MKT)
-$1.0M
417,233
+2%
增持
GD
GENERAL DYNAMICS CORPORATION
+$831.0K
57,343
+2%
建仓
—
ASTRAZENECA PLC ORDINARY SHARES (UK)
+$828.5K
4,201
减持
FSLR
FIRST SOLAR, INC. - COMMON STOCK
-$789.7K
8,462
-10%
清仓
—
ASTRAZENECA PLC
-$772.9K
0
-100%
增持
VO
VANGUARD MID-CAP VIPERS
+$723.7K
5,557
+85%
增持
COST
COSTCO WHOLESALE CORP NEW
+$648.3K
2,455
+18%
增持
SO
SOUTHERN CO
+$633.3K
52,288
+3%
增持
ORCL
ORACLE CORP
-$611.8K
15,723
+5%
减持
JNJ
JOHNSON & JOHNSON
+$591.3K
18,443
-3%
增持
—
EATON CORP PLC SHS ISIN#IE00B8KQN827
+$476.7K
4,315
+29%
减持
CAT
CATERPILLAR INC
+$466.5K
3,500
-0%
增持
VB
VANGUARD SMALL-CAP VIPERS
+$420.8K
3,399
+87%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS INC
-$404.5K
0
-100%
增持
META
META PLATFORMS INC
+$385.4K
2,695
+54%
减持
MU
MICRON TECHNOLOGY INC
+$382.6K
9,801
-4%
增持
CTAS
CINTAS CORP
+$374.6K
3,660
+182%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME
+$360.5K
726,571
+2%
减持
FANG
DIAMONDBACK ENERGY INC
+$356.6K
9,364
-6%
增持
TSM
TAIWAN SEMICONDUCTOR
+$349.9K
2,110
+77%
减持
NBIX
NEUROCRINE BIOSCIENCES INC.
-$331.8K
371
-86%
建仓
MCK
MCKESSON CORP
+$331.4K
383
清仓
UTG
REAVES UTIL INCOME FD COM SHS BEN INT
-$329.2K
0
-100%
增持
NEE
NEXTERA ENERGY INC COM
+$319.5K
22,624
+2%
增持
NVDA
NVIDIA CORP
+$303.3K
85,465
+9%
增持
PSX
PHILLIPS 66 COM
+$301.5K
2,690
+84%
减持
MRK
MERCK & CO INC NEW
+$296.9K
39,007
-7%
增持
CVS
CVS HEALTH CORPORATION
+$289.7K
6,188
+217%
建仓
PZA
INVESCO NATIONAL AMT FREE MUNI
+$282.5K
12,293
减持
AMAT
APPLIED MATERIALS INC
+$273.6K
3,423
-2%
增持
PH
PARKER-HANNIFIN CORP
+$272.9K
563
+114%
增持
URI
UNITED RENTALS, INC
+$266.8K
504
+306%
增持
V
VISA INC SR NT
-$265.0K
8,426
+5%
减持
UNP
UNION PACIFIC CORP.
-$261.9K
8,393
-16%
清仓
—
SYNOVUS FINL CORP COM NEW
-$242.9K
0
-100%
增持
AMZN
AMAZON.COM, INC
-$233.2K
28,910
+7%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$227.8K
2,644
减持
IVV
ISHARES CORE S&P 500 ETF
-$223.6K
6,031
-1%
减持
ASO
ACADEMY SPORTS & OUTDOORS INC
-$219.1K
4,726
-51%
增持
GOOGL
ALPHABET INC SR
-$213.7K
29,083
+6%
增持
VLO
VALERO ENERGY CORP SR GLBL
+$205.6K
1,860
+19%
增持
HON
HONEYWELL INTL
+$195.8K
4,160
+9%
减持
MA
MASTERCARD INCORPORATED CLASS A COMMON
-$194.6K
2,540
-1%
增持
RTX
RTX CORPORATION
+$194.0K
5,224
+18%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$192.1K
14,698
+20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$188.8K
2,108
-0%
增持
CSCO
CISCO SYSTEMS, INC.
+$172.2K
30,933
+7%
增持
HWM
HOWMET AEROSPACE INC
+$170.1K
1,047
+202%
增持
SLV
ISHARES SILVER TRUST (MKT)
+$168.1K
20,430
+8%
建仓
ASTS
AST SPACEMOBILE INC
+$165.7K
2,000
建仓
TPR
TAPESTRY INC COM
+$160.9K
1,140
增持
DE
DEERE & CO
+$158.7K
1,533
+1%
减持
KO
COCA-COLA CO
+$158.6K
46,355
-4%
增持
AVGO
BROADCOM INC SR GLBL
-$154.9K
19,094
+9%
建仓
FLOT
ISHARES FLOATING RATE BOND (MKT)
+$152.8K
3,000
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$151.8K
3,292
+1027%
增持
OAKC
OAKWORTH CAP INC
-$151.8K
203,885
+2%
建仓
FTSM
FIRST TRUST ENHANCED SHORT
+$149.4K
2,500
增持
MO
ALTRIA GROUP INC COM
+$144.2K
6,235
+35%
增持
PEP
PEPSICO INC
+$141.8K
9,252
+3%
增持
QCOM
QUALCOMM INC
-$140.3K
4,354
+6%
增持
ABT
ABBOTT LABS
-$134.2K
7,916
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$132.6K
11,229
+2%
增持
SHEL
SHELL PLC
+$129.7K
3,633
+28%
减持
BLK
BLACKROCK INC
-$122.4K
713
-6%
建仓
CAH
CARDINAL HEALTH INC
+$118.3K
560
建仓
BKR
BAKER HUGHES A GE CO
+$116.0K
1,900
建仓
RL
RALPH LAUREN CORP CL A
+$115.2K
335
减持
ADBE
ADOBE SYSTEMS INC
-$110.4K
695
-13%
减持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$110.1K
1,977
-44%
增持
FFIV
F5 INC
+$107.8K
392
+1682%
增持
VZ
VERIZON COMMUNICATIONS INC
+$107.2K
7,802
+12%
增持
VBIAX
VANGUARD BALANCED INDEX FUND ADMIRAL CLASS
-$106.2K
86,022
+1%
增持
PG
PROCTER & GAMBLE CO
+$104.6K
18,969
+3%
增持
COR
CENCORA, INC.
+$104.4K
414
+445%
减持
GPC
GENUINE PARTS CO.
-$100.4K
4,492
-4%
增持
TSLA
TESLA INC
-$100.1K
1,942
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$98.4K
10,646
+5%
建仓
SHM
STATE STREET SPDR NUVEEN ICE
+$95.7K
2,000
增持
HIG
THE HARTFORD INSURANCE GROUP,
+$95.4K
1,229
+139%
增持
PFE
PFIZER INC
+$95.0K
18,181
+9%
建仓
ETG
EATON
+$94.0K
4,670
增持
DUK
DUKE ENERGY CORP NEW COM
+$93.0K
4,162
+8%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$92.6K
9,426
+0%
清仓
JPC
NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND
-$88.9K
0
-100%
增持
DVY
ISHARES SELECT DIVIDEND (MKT)
+$88.4K
3,113
+15%
增持
GOVT
ISHARES US TREASURY BOND ETF
+$87.1K
43,453
+10%
增持
TJX
TJX COS INC NEW
+$86.7K
9,159
+2%
增持
DIS
DISNEY WALT CO
-$82.0K
7,078
+5%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$81.9K
3,451
-1%
清仓
—
LORD ABBETT BOND DEBENTURE FUND CLASS A
-$80.7K
0
-100%
减持
ADSK
AUTODESK, INC.
-$78.9K
1,201
-3%
减持
RF
REGIONS FINL CORP NEW COM
-$77.4K
55,399
-2%
减持
ICSH
ISHARES ULTRA SHORT TERM BOND ACTIVE ETF
-$75.8K
2,544
-37%
减持
HII
HUNTINGTON INGALLS INDS INC
+$74.1K
2,169
-2%
减持
PWR
QUANTA SERVICES INC
+$72.2K
585
-1%
增持
QQQ
INVESCO QQQ TRUST
-$71.2K
3,158
+2%
增持
SDY
STATE STREET SPDR S&P DIVIDEND
+$70.7K
776
+154%
减持
BDX
BECTON DICKINSON & COMPANY
-$69.2K
1,479
-5%
增持
AMGN
AMGEN INC
+$68.7K
1,920
+4%
减持
CRM
SALESFORCE INC.
-$65.1K
731
-4%
增持
NFLX
NETFLIX INC
+$64.8K
5,016
+13%
减持
IQV
IQVIA HOLDINGS INC.
-$63.5K
717
-13%
清仓
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS A
-$63.3K
0
-100%
增持
FE
FIRSTENERGY CORP
+$62.3K
2,217
+98%
清仓
—
THORNBURG INVESTMENT INCOME BUILDER FUND CLASS C
-$61.3K
0
-100%
清仓
—
FT UNIT 11198 CAPITAL STRENGTH BU
-$59.7K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$59.5K
249
+118%
减持
MMM
3M CO COM
-$58.8K
3,576
-1%
建仓
WAT
WATERS CORPORATION
+$58.4K
196
减持
APD
AIR PRODUCTS & CHEMICALS INC
+$56.7K
1,701
-4%
增持
BX
BLACKSTONE GROUP INC
+$53.8K
594
+532%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$53.3K
1,845
+1%
减持
GFACX
AMERICAN FUNDS GROWTH FUND CLASS C
-$53.0K
700
-51%
增持
MSI
MOTOROLA SOLUTIONS INC
+$52.8K
309
+46%
减持
PANW
PALO ALTO NETWORKS INC
-$51.2K
818
-17%
减持
APP
APPLOVIN CORP
-$51.1K
183
-1%
建仓
—
ALLEGION PUB LTD
+$50.9K
350
减持
T
AT&T INC COM
+$50.3K
14,082
-2%
建仓
VVPLX
VULCAN VALUE PARTNERS FD INV
+$50.2K
2,080
建仓
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$49.7K
300
减持
VFIAX
VANGUARD 500 INDEX FUND ADMIRAL CLASS
-$49.0K
407
-13%
增持
PLD
PROLOGIS INC COM
+$48.9K
1,047
+49%
建仓
PHYS
SPROTT PHYSICAL GOLD TRUST
+$47.4K
1,338
