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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 141 项
建仓 8
增持 85
减持 34
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
MOS
MOSAIC CO NEW
-$11.5M
0
-100%
减持
CVS
CVS HEALTH CORP
-$7.3M
70,640
-49%
建仓
—
ARDAGH METAL PACKAGING S A
+$5.1M
625,175
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
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.6M
53,650
-53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.3M
71,536
+2%
增持
DHR
DANAHER CORPORATION
+$3.4M
17,990
+211%
增持
CVX
CHEVRON CORP NEW
+$3.1M
62,846
+4%
减持
NEAR
ISHARES U S ETF TR
-$2.2M
66,808
-39%
增持
DLTR
DOLLAR TREE INC
+$2.1M
104,102
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.9M
0
-100%
清仓
FOXA
FOX CORP
-$1.7M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.7M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.5M
40,232
-3%
清仓
—
PROSHARES TR
-$1.4M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$1.4M
13,854
-33%
清仓
APD
AIR PRODS & CHEMS INC
-$1.4M
0
-100%
增持
MKL
MARKEL CORP
+$1.3M
2,548
+27%
增持
LOW
LOWES COS INC
-$1.2M
29,050
+6%
增持
DIS
DISNEY WALT CO
+$1.2M
91,705
+25%
增持
TJX
TJX COS INC NEW
-$1.2M
101,076
+5%
增持
QCOM
QUALCOMM INC
-$1.2M
44,787
+2%
增持
ABT
ABBOTT LABS
-$1.1M
67,698
+4%
增持
MET
METLIFE INC
+$1.1M
116,028
+2%
增持
PFE
PFIZER INC
-$929.0K
150,139
+2%
增持
KMX
CARMAX INC
-$927.0K
41,521
+10%
增持
VNT
VONTIER CORPORATION
-$856.0K
189,413
+3%
增持
—
AON PLC
+$854.0K
20,165
+6%
建仓
—
SPOTIFY TECHNOLOGY S A
+$822.0K
5,445
增持
BAC
BK OF AMERICA CORP
-$809.0K
346,278
+2%
增持
—
MEDTRONIC PLC
+$767.0K
19,509
+44%
增持
LMT
LOCKHEED MARTIN CORP
+$726.0K
4,755
+23%
减持
IGSB
ISHARES TR
-$704.0K
126,659
-6%
增持
—
BROOKFIELD ASSET MGMT INC
+$672.0K
92,907
+22%
清仓
—
BUNGE LIMITED
-$662.0K
0
-100%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$653.0K
26,175
增持
BABA
ALIBABA GROUP HLDG LTD
+$638.0K
16,385
+70%
增持
MRK
MERCK & CO INC
+$608.0K
91,859
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$597.0K
47,630
+3%
增持
AMZN
AMAZON COM INC
+$595.0K
336
+124%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$585.0K
53,325
+9%
增持
ADI
ANALOG DEVICES INC
+$580.0K
13,587
+44%
减持
HD
HOME DEPOT INC
-$541.0K
4,499
-1%
增持
MCO
MOODYS CORP
+$517.0K
5,757
+58%
增持
CSCO
CISCO SYS INC
-$503.0K
135,938
+7%
清仓
NTR
NUTRIEN LTD
-$496.0K
0
-100%
建仓
DOW
DOW INC
+$487.0K
7,641
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$483.0K
8,399
+8%
增持
KO
COCA COLA CO
+$482.0K
106,638
+3%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$476.0K
43,323
+6%
增持
WFC
WELLS FARGO CO NEW
+$476.0K
120,802
+8%
增持
AAPL
APPLE INC
+$465.0K
84,743
+5%
增持
EEFT
EURONET WORLDWIDE INC
+$453.0K
12,412
+27%
增持
—
TERMINIX GLOBAL HOLDINGS INC
+$441.0K
182,002
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$432.0K
176,082
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$388.0K
3,097
+141%
增持
JPM
JPMORGAN CHASE & CO
-$377.0K
54,512
+11%
增持
—
FERGUSON PLC NEW
-$375.0K
9,134
+2%
清仓
ECL
ECOLAB INC
-$369.0K
0
-100%
增持
—
ICON PLC
-$367.0K
6,335
+3%
清仓
NKE
NIKE INC
-$355.0K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$338.0K
0
-100%
减持
GOOG
ALPHABET INC
-$333.0K
3,025
-0%
增持
—
INVESCO LTD
+$319.0K
244,858
+6%
减持
IWM
ISHARES TR
-$319.0K
3,203
-27%
增持
GOOGL
ALPHABET INC
-$317.0K
3,870
+1%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$315.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$297.0K
41,305
+3%
增持
INTC
INTEL CORP
+$294.0K
134,612
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$286.0K
7,708
+79%
减持
AGG
ISHARES TR
-$282.0K
40,106
-0%
建仓
ROK
ROCKWELL AUTOMATION INC
+$282.0K
1,007
减持
RY
ROYAL BK CDA
-$275.0K
63,034
-7%
增持
JNJ
JOHNSON & JOHNSON
+$266.0K
7,461
+21%
增持
FDX
FEDEX CORP
-$264.0K
15,475
+4%
增持
V
VISA INC
+$258.0K
19,237
+4%
增持
NVS
NOVARTIS AG
+$246.0K
71,946
+4%
增持
MCD
MCDONALDS CORP
+$244.0K
2,443
+82%
减持
PEP
PEPSICO INC
-$236.0K
5,851
-16%
增持
UNH
UNITEDHEALTH GROUP INC
+$231.0K
20,420
+1%
增持
—
UNILEVER PLC
-$227.0K
94,127
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$226.0K
3,919
+40%
建仓
NOC
NORTHROP GRUMMAN CORP
+$222.0K
496
减持
ABBV
ABBVIE INC
+$222.0K
18,469
-10%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$219.0K
92,351
-1%
增持
CMCSA
COMCAST CORP NEW
+$212.0K
145,805
+11%
减持
TRMB
TRIMBLE INC
-$210.0K
4,577
-26%
建仓
ENB
ENBRIDGE INC
+$207.0K
4,483
清仓
SRE
SEMPRA
-$205.0K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$204.0K
0
-100%
减持
—
BLACKROCK INC
-$198.0K
1,154
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$195.0K
27,506
+0%
增持
WMT
WALMART INC
+$190.0K
8,879
+13%
减持
PG
PROCTER AND GAMBLE CO
-$180.0K
4,148
-17%
建仓
FINS
ANGEL OAK FINL STRATEGIES IN
+$168.0K
10,630
减持
SPY
SPDR S&P 500 ETF TR
-$156.0K
2,209
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$148.0K
154,778
+0%
增持
—
TWITTER INC
+$132.0K
129,121
+15%
增持
FISV
FISERV INC
+$128.0K
63,327
+4%
减持
EFA
ISHARES TR
-$124.0K
24,026
-0%
减持
SHY
ISHARES TR
-$122.0K
50,099
-0%
增持
MA
MASTERCARD INCORPORATED
+$117.0K
17,137
+3%
减持
—
EXXON MOBIL CORP
+$105.0K
8,735
-13%
减持
IEFA
ISHARES TR
-$98.0K
4,474
-18%
增持
EMR
EMERSON ELEC CO
+$95.0K
5,022
+18%
增持
SNY
SANOFI
+$92.0K
18,359
+8%
增持
IVV
ISHARES TR
-$87.0K
3,914
+0%
增持
BIDU
BAIDU INC
+$85.0K
4,763
+30%
增持
HCA
HCA HEALTHCARE INC
-$84.0K
25,335
+1%
增持
VRSN
VERISIGN INC
+$83.0K
8,031
+20%
增持
TIP
ISHARES TR
-$81.0K
17,893
+0%
增持
PM
PHILIP MORRIS INTL INC
+$79.0K
8,941
+12%
增持
CAT
CATERPILLAR INC
+$76.0K
3,081
+4%
减持
HON
HONEYWELL INTL INC
-$73.0K
2,545
-7%
减持
IWR
ISHARES TR
-$68.0K
9,609
-2%
减持
TGT
TARGET CORP
-$67.0K
2,658
-2%
增持
JD
JD.COM INC
-$66.0K
10,247
+9%
减持
ZTS
ZOETIS INC
-$64.0K
1,129
-1%
减持
—
LIBERTY MEDIA CORP DEL
-$58.0K
8,158
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$57.0K
10,301
-4%
增持
SONY
SONY GROUP CORPORATION
-$57.0K
54,131
+22%
增持
DEO
DIAGEO PLC
-$49.0K
35,322
+8%
增持
—
ACCENTURE PLC IRELAND
-$43.0K
764
+5%
增持
—
LINDE PLC
-$40.0K
3,092
+4%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
-$36.0K
50,931
+6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$34.0K
411
-1%
减持
TFC
TRUIST FINL CORP
-$31.0K
10,779
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$26.0K
5,658
+0%
减持
EEM
ISHARES TR
-$24.0K
5,753
-1%
增持
VRP
INVESCO EXCH TRADED FD TR II
-$24.0K
17,124
+0%
减持
AMGN
AMGEN INC
-$23.0K
1,635
-12%
增持
LLY
LILLY ELI & CO
+$22.0K
1,601
+2%
减持
UNP
UNION PAC CORP
+$21.0K
1,076
-1%
增持
TSLA
TESLA INC
+$18.0K
494
+2%
增持
IJH
ISHARES TR
-$17.0K
1,445
+1%
增持
FLOT
ISHARES TR
-$15.0K
75,402
+0%
增持
IEMG
ISHARES INC
+$11.0K
4,545
+13%
增持
CMI
CUMMINS INC
-$11.0K
1,031
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$11.0K
3,675
+1%
增持
IJR
ISHARES TR
-$4.0K
3,499
+5%
减持
COST
COSTCO WHSL CORP NEW
-$3.0K
606
-2%
增持
IWD
ISHARES TR
+$1.0K
4,282
+1%
