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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 135 项
建仓 11
增持 100
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
BA
BOEING CO
+$6.0M
43,870
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.1M
73,803
+3%
清仓
—
TWITTER INC
-$5.0M
0
-100%
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
AGG
ISHARES TR
-$4.3M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
-$3.5M
179,923
+2%
建仓
WBD
WARNER BROS DISCOVERY INC
+$3.3M
245,114
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.2M
91,506
-41%
增持
DIS
DISNEY WALT CO
-$3.0M
101,584
+11%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.9M
7,902
-83%
增持
BAC
BK OF AMERICA CORP
-$2.7M
370,715
+7%
增持
—
EXXON MOBIL CORP
+$2.7M
39,538
+353%
增持
AAPL
APPLE INC
-$2.5M
89,665
+6%
增持
GOOGL
ALPHABET INC
-$2.3M
3,904
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
125,470
+379%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.7M
41,871
增持
HCA
HCA HEALTHCARE INC
-$1.5M
28,705
+13%
增持
CSCO
CISCO SYS INC
-$1.5M
142,542
+5%
增持
—
INVESCO LTD
-$1.4M
261,099
+7%
增持
INTC
INTEL CORP
-$1.4M
140,621
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
42,140
+2%
增持
—
ARDAGH METAL PACKAGING S A
-$1.1M
653,314
+5%
增持
CVX
CHEVRON CORP NEW
-$1.0M
63,497
+1%
增持
JPM
JPMORGAN CHASE & CO
-$983.0K
57,258
+5%
增持
MRK
MERCK & CO INC
+$958.0K
93,180
+1%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$944.0K
4,784
清仓
SNY
SANOFI
-$943.0K
0
-100%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$862.0K
11,620
+38%
增持
UNH
UNITEDHEALTH GROUP INC
+$840.0K
21,908
+7%
增持
SONY
SONY GROUP CORPORATION
-$837.0K
57,754
+7%
增持
—
TERMINIX GLOBAL HOLDINGS INC
-$834.0K
183,794
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$805.0K
57,251
+7%
增持
MET
METLIFE INC
-$799.0K
117,138
+1%
增持
WFC
WELLS FARGO CO NEW
-$782.0K
129,485
+7%
增持
QCOM
QUALCOMM INC
-$765.0K
47,586
+6%
增持
DEO
DIAGEO PLC
-$748.0K
36,912
+5%
减持
IGSB
ISHARES TR
-$682.0K
116,095
-8%
增持
MSFT
MICROSOFT CORP
-$659.0K
45,731
+14%
增持
CMCSA
COMCAST CORP NEW
-$637.0K
157,755
+8%
建仓
SCHO
SCHWAB STRATEGIC TR
+$628.0K
12,761
建仓
NKE
NIKE INC
+$626.0K
6,122
增持
FISV
FISERV INC
-$595.0K
65,487
+3%
增持
—
AON PLC
-$589.0K
22,163
+10%
增持
AMAT
APPLIED MATLS INC
-$541.0K
14,128
+2%
增持
GOOG
ALPHABET INC
-$539.0K
3,616
+20%
清仓
TSLA
TESLA INC
-$532.0K
0
-100%
增持
—
BROOKFIELD ASSET MGMT INC
+$505.0K
129,555
+39%
增持
MA
MASTERCARD INCORPORATED
-$500.0K
17,828
+4%
增持
AMGN
AMGEN INC
+$489.0K
3,633
+122%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$489.0K
5,683
+84%
增持
DLTR
DOLLAR TREE INC
-$388.0K
104,484
+0%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$355.0K
44,788
+3%
建仓
CL
COLGATE PALMOLIVE CO
+$353.0K
4,410
减持
IVV
ISHARES TR
-$337.0K
3,796
-3%
增持
DHR
DANAHER CORPORATION
+$326.0K
22,102
+23%
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$325.0K
7,970
增持
PEP
PEPSICO INC
+$318.0K
7,783
+33%
增持
VNT
VONTIER CORPORATION
-$312.0K
195,614
+3%
增持
NEAR
ISHARES U S ETF TR
+$311.0K
73,554
+10%
增持
—
UNILEVER PLC
+$308.0K
100,299
+7%
增持
BABA
ALIBABA GROUP HLDG LTD
+$297.0K
18,300
+12%
减持
GS
GOLDMAN SACHS GROUP INC
-$296.0K
3,362
-14%
减持
TIP
ISHARES TR
-$289.0K
17,035
-5%
减持
WMT
WALMART INC
-$284.0K
8,535
-4%
增持
KO
COCA COLA CO
+$277.0K
109,500
+3%
建仓
VO
VANGUARD INDEX FDS
+$272.0K
1,383
增持
EEFT
EURONET WORLDWIDE INC
-$262.0K
13,448
+8%
建仓
CABO
CABLE ONE INC
+$258.0K
200
清仓
IEMG
ISHARES INC
-$252.0K
0
-100%
增持
FDX
FEDEX CORP
+$230.0K
16,808
+9%
建仓
TRV
TRAVELERS COMPANIES INC
+$222.0K
1,314
清仓
ZTS
ZOETIS INC
-$213.0K
0
-100%
增持
TJX
TJX COS INC NEW
-$211.0K
105,859
+5%
清仓
CMI
CUMMINS INC
-$211.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$207.0K
0
-100%
增持
LOW
LOWES COS INC
+$203.0K
34,793
+20%
增持
PM
PHILIP MORRIS INTL INC
+$195.0K
10,486
+17%
增持
—
FERGUSON PLC NEW
+$192.0K
12,803
+40%
增持
—
MEDTRONIC PLC
-$187.0K
22,026
+13%
增持
KMX
CARMAX INC
-$183.0K
42,252
+2%
增持
PFE
PFIZER INC
+$182.0K
151,735
+1%
增持
—
BLACKROCK INC
-$163.0K
1,181
+2%
增持
VRSN
VERISIGN INC
-$162.0K
9,710
+21%
减持
FLOT
ISHARES TR
-$160.0K
73,091
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$154.0K
5,499
-3%
增持
MCD
MCDONALDS CORP
+$151.0K
3,060
+25%
增持
PG
PROCTER AND GAMBLE CO
+$147.0K
5,429
+31%
减持
SYK
STRYKER CORPORATION
-$144.0K
1,611
-7%
增持
—
ICON PLC
-$143.0K
6,453
+2%
增持
MKL
MARKEL CORP
-$142.0K
2,797
+10%
增持
CVS
CVS HEALTH CORP
-$137.0K
75,674
+7%
减持
DOW
DOW INC
-$136.0K
6,796
-11%
增持
BIDU
BAIDU INC
+$136.0K
5,152
+8%
增持
NSC
NORFOLK SOUTHN CORP
-$135.0K
2,672
+3%
减持
IWD
ISHARES TR
-$134.0K
3,978
-7%
增持
TSCO
TRACTOR SUPPLY CO
-$134.0K
3,734
+2%
增持
JD
JD.COM INC
+$128.0K
11,228
+10%
增持
MCO
MOODYS CORP
+$127.0K
7,607
+32%
减持
IWM
ISHARES TR
-$121.0K
3,164
-1%
增持
ABT
ABBOTT LABS
-$119.0K
72,651
+7%
增持
AMZN
AMAZON COM INC
-$116.0K
9,220
+2644%
增持
DUK
DUKE ENERGY CORP NEW
-$116.0K
27,559
+0%
减持
SHY
ISHARES TR
-$113.0K
49,076
-2%
增持
EFA
ISHARES TR
-$110.0K
26,530
+10%
减持
TFC
TRUIST FINL CORP
-$109.0K
10,575
-2%
增持
ABBV
ABBVIE INC
+$102.0K
20,217
+9%
增持
HD
HOME DEPOT INC
-$97.0K
4,556
+1%
增持
SPY
SPDR S&P 500 ETF TR
-$95.0K
2,394
+8%
减持
IJH
ISHARES TR
-$94.0K
1,299
-10%
增持
NVS
NOVARTIS AG
-$85.0K
73,680
+2%
增持
ROK
ROCKWELL AUTOMATION INC
-$76.0K
1,033
+3%
增持
EMR
EMERSON ELEC CO
-$75.0K
5,237
+4%
增持
V
VISA INC
-$75.0K
21,287
+11%
增持
CSX
CSX CORP
-$70.0K
8,689
+1%
增持
—
SPOTIFY TECHNOLOGY S A
-$68.0K
8,041
+48%
增持
JNJ
JOHNSON & JOHNSON
+$68.0K
7,829
+5%
增持
—
LINDE PLC
-$66.0K
3,206
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$55.0K
5,010
+5%
增持
IJR
ISHARES TR
-$53.0K
3,509
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$51.0K
55,832
+4%
增持
UNP
UNION PAC CORP
-$45.0K
1,166
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$44.0K
13,528
+9%
增持
—
ACCENTURE PLC IRELAND
-$40.0K
784
+3%
增持
VRP
INVESCO EXCH TRADED FD TR II
-$38.0K
17,148
+0%
增持
HON
HONEYWELL INTL INC
-$36.0K
2,640
+4%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$35.0K
56,100
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$32.0K
10,222
+33%
增持
ADI
ANALOG DEVICES INC
-$31.0K
15,149
+11%
增持
CAT
CATERPILLAR INC
+$25.0K
3,981
+29%
增持
IEFA
ISHARES TR
-$25.0K
4,863
+9%
增持
TGT
TARGET CORP
-$16.0K
3,883
+46%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$14.0K
978
+6%
增持
EEM
ISHARES TR
-$4.0K
6,373
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.0K
11,303
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.0K
441
+7%
增持
COST
COSTCO WHSL CORP NEW
+$1.0K
730
+20%
