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Live Oak Private Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Live Oak Private Wealth LLC
报告期 2026-03-31 · CIK 0001799877
持仓数
207
前50大市值合计
$556.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 128 项
建仓 6
增持 65
减持 53
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
DLTR
DOLLAR TREE INC
+$4.4M
103,641
-3%
减持
AAPL
APPLE INC
+$2.6M
80,712
-2%
增持
QCOM
QUALCOMM INC
+$2.4M
43,770
+0%
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。
减持
CVS
CVS HEALTH CORP
+$2.3M
139,602
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
20,276
-1%
减持
MSFT
MICROSOFT CORP
+$2.1M
41,313
-1%
减持
PFE
PFIZER INC
+$2.0M
147,373
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
69,987
+1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
+$1.6M
171,390
-2%
增持
—
TWITTER INC
-$1.5M
112,551
+7%
减持
LOW
LOWES COS INC
+$1.5M
27,475
-1%
增持
—
TERMINIX GLOBAL HOLDINGS INC
+$1.4M
173,858
+11%
减持
ABT
ABBOTT LABS
+$1.4M
64,989
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.3M
39,940
+0%
清仓
—
PROSHARES TR
-$1.2M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.1M
60,598
+3%
增持
TJX
TJX COS INC NEW
+$1.0M
96,106
+1%
清仓
—
GAN LTD
-$930.0K
0
-100%
减持
MOS
MOSAIC CO NEW
+$903.0K
291,851
-1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$853.0K
40,931
+3%
增持
KO
COCA COLA CO
+$822.0K
103,523
+2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$780.0K
49,076
+2%
减持
DEO
DIAGEO PLC
+$780.0K
32,816
-2%
减持
GOOGL
ALPHABET INC
+$702.0K
3,825
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$699.0K
46,199
+25%
增持
MRK
MERCK & CO INC
+$640.0K
90,406
+8%
增持
NVS
NOVARTIS AG
+$623.0K
69,358
+4%
增持
WFC
WELLS FARGO CO NEW
+$594.0K
112,079
+9%
减持
GOOG
ALPHABET INC
+$557.0K
3,035
-2%
减持
ABBV
ABBVIE INC
+$552.0K
20,469
-1%
减持
SONY
SONY GROUP CORPORATION
+$549.0K
44,442
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$548.0K
27,421
+15%
增持
RY
ROYAL BK CDA
+$545.0K
68,080
+1%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$543.0K
7,768
+1%
增持
—
BROOKFIELD ASSET MGMT INC
+$531.0K
75,917
+0%
减持
FDX
FEDEX CORP
+$514.0K
14,867
-2%
减持
AMAT
APPLIED MATLS INC
+$507.0K
20,552
-3%
建仓
SPPP
SPROTT PHYSICAL PLAT PALLAD
+$488.0K
35,000
增持
CMCSA
COMCAST CORP NEW
-$448.0K
131,436
+4%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$439.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$412.0K
114,967
+4%
减持
HD
HOME DEPOT INC
+$391.0K
4,550
-0%
增持
—
UNILEVER PLC
+$373.0K
83,963
+10%
减持
TFC
TRUIST FINL CORP
-$368.0K
10,969
-36%
增持
IGSB
ISHARES TR
+$366.0K
134,652
+7%
增持
DIS
DISNEY WALT CO
-$359.0K
73,428
+6%
增持
VRSN
VERISIGN INC
+$358.0K
6,715
+2%
增持
—
AON PLC
+$357.0K
19,006
+1%
建仓
NKE
NIKE INC
+$355.0K
2,130
减持
HCA
HCA HEALTHCARE INC
+$352.0K
25,040
-0%
增持
TIP
ISHARES TR
+$347.0K
17,883
+16%
减持
—
FERGUSON PLC NEW
+$337.0K
8,919
-1%
增持
VNT
VONTIER CORPORATION
-$322.0K
184,349
+3%
增持
MKL
MARKEL CORP
+$310.0K
2,010
+11%
增持
NEAR
ISHARES U S ETF TR
+$295.0K
109,893
+6%
减持
—
ICON PLC
+$290.0K
6,162
-0%
建仓
WY
WEYERHAEUSER CO MTN BE
+$268.0K
6,500
增持
APD
AIR PRODS & CHEMS INC
+$253.0K
4,454
+4%
增持
MA
MASTERCARD INCORPORATED
+$247.0K
16,718
+1%
减持
BAC
BK OF AMERICA CORP
+$236.0K
339,031
-3%
建仓
NUE
NUCOR CORP
+$228.0K
2,000
增持
DHR
DANAHER CORPORATION
+$209.0K
5,788
+4%
增持
JPM
JPMORGAN CHASE & CO
-$206.0K
49,308
+1%
建仓
SRE
SEMPRA
+$205.0K
1,552
建仓
BEN
FRANKLIN RESOURCES INC
+$204.0K
6,100
增持
LMT
LOCKHEED MARTIN CORP
+$193.0K
3,863
+13%
减持
IVV
ISHARES TR
+$180.0K
3,905
-0%
增持
MET
METLIFE INC
+$175.0K
113,544
+1%
增持
—
LINDE PLC
+$175.0K
2,968
+2%
增持
ADI
ANALOG DEVICES INC
+$160.0K
9,465
+5%
增持
MCO
MOODYS CORP
+$155.0K
3,649
+2%
减持
PEP
PEPSICO INC
+$152.0K
6,993
-1%
减持
AGG
ISHARES TR
-$144.0K
40,121
-2%
减持
NSC
NORFOLK SOUTHN CORP
-$135.0K
2,603
-32%
减持
PG
PROCTER AND GAMBLE CO
+$117.0K
4,977
-0%
增持
V
VISA INC
+$112.0K
18,493
+6%
减持
SNY
SANOFI
-$112.0K
16,996
-15%
减持
SHY
ISHARES TR
-$111.0K
50,246
-2%
增持
EEFT
EURONET WORLDWIDE INC
+$111.0K
9,748
+18%
减持
SPY
SPDR S&P 500 ETF TR
+$107.0K
2,429
-0%
增持
KMX
CARMAX INC
+$98.0K
37,877
+0%
增持
COST
COSTCO WHSL CORP NEW
+$84.0K
620
+4%
增持
FOXA
FOX CORP
-$80.0K
46,173
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$74.0K
4,304
+8%
增持
—
MEDTRONIC PLC
-$71.0K
13,507
+15%
减持
LLY
LILLY ELI & CO
+$70.0K
1,577
-0%
减持
—
ACCENTURE PLC IRELAND
+$68.0K
725
-0%
减持
—
BUNGE LIMITED
+$68.0K
7,092
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$65.0K
154,579
+3%
增持
ZTS
ZOETIS INC
+$65.0K
1,135
+4%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$61.0K
48,092
+8%
减持
UNP
UNION PAC CORP
+$59.0K
1,084
-1%
增持
IWD
ISHARES TR
+$58.0K
4,230
+1%
增持
—
EXXON MOBIL CORP
+$54.0K
10,072
+5%
增持
PM
PHILIP MORRIS INTL INC
+$54.0K
8,010
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$51.0K
5,642
-2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$45.0K
9,637
+30%
减持
JD
JD.COM INC
-$45.0K
9,402
-4%
减持
CAT
CATERPILLAR INC
+$43.0K
2,955
-0%
减持
JNJ
JOHNSON & JOHNSON
+$43.0K
6,170
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$42.0K
79,248
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$41.0K
415
+0%
增持
EMR
EMERSON ELEC CO
+$40.0K
4,274
+13%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$37.0K
88,198
-1%
减持
CSCO
CISCO SYS INC
+$34.0K
127,557
-14%
增持
INTC
INTEL CORP
+$31.0K
123,825
+4%
增持
IJH
ISHARES TR
+$31.0K
1,432
+1%
减持
IWR
ISHARES TR
+$28.0K
9,853
-2%
减持
EFA
ISHARES TR
-$26.0K
24,047
-2%
增持
FISV
FISERV INC
-$25.0K
60,635
+4%
减持
VTV
VANGUARD INDEX FDS
+$24.0K
4,620
-5%
增持
IJR
ISHARES TR
+$23.0K
3,330
+2%
减持
AMGN
AMGEN INC
+$21.0K
1,858
-1%
减持
SO
SOUTHERN CO
+$18.0K
3,947
-3%
增持
AMZN
AMAZON COM INC
+$17.0K
150
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.0K
10,762
+4%
减持
AIG
AMERICAN INTL GROUP INC
-$16.0K
5,684
-8%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$15.0K
17,103
-2%
增持
BIDU
BAIDU INC
-$14.0K
3,664
+1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$9.0K
6,200
-6%
减持
IWM
ISHARES TR
+$9.0K
4,388
-1%
减持
IEMG
ISHARES INC
-$8.0K
4,026
-0%
减持
TGT
TARGET CORP
+$7.0K
2,725
-0%
增持
IEFA
ISHARES TR
+$6.0K
5,483
+1%
增持
—
INVESCO LTD
+$6.0K
231,425
+5%
增持
HON
HONEYWELL INTL INC
-$3.0K
2,722
+1%
增持
FLOT
ISHARES TR
-$2.0K
75,385
+0%
