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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 127 项
建仓 7
增持 73
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
VNT
VONTIER CORPORATION
-$4.5M
0
-100%
减持
FDX
FEDEX CORP
-$3.4M
2,858
-83%
增持
WFC
WELLS FARGO CO NEW
+$3.0M
199,639
+54%
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。
增持
MKL
MARKEL CORP
+$2.6M
5,769
+106%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.4M
15,008
-88%
增持
—
BROOKFIELD ASSET MGMT INC
+$2.4M
199,685
+54%
减持
IGSB
ISHARES TR
-$2.1M
76,376
-34%
增持
DLTR
DOLLAR TREE INC
-$1.9M
105,397
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.9M
745
-85%
增持
SCHW
SCHWAB CHARLES CORP
+$1.8M
183,163
+2%
减持
—
MEDTRONIC PLC
-$1.7M
3,635
-83%
清仓
VRSN
VERISIGN INC
-$1.6M
0
-100%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$1.6M
12,666
+9%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.6M
422,124
+72%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$1.5M
76,875
增持
GOOG
ALPHABET INC
+$1.3M
95,727
+2547%
增持
PFE
PFIZER INC
-$1.3M
152,258
+0%
增持
CMCSA
COMCAST CORP NEW
-$1.2M
168,521
+7%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.1M
46,833
+5%
增持
GOOGL
ALPHABET INC
-$1.1M
77,905
+1896%
减持
TIP
ISHARES TR
-$1.0M
8,560
-50%
增持
KMX
CARMAX INC
-$964.0K
43,309
+3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$916.0K
54,355
-3%
增持
MSFT
MICROSOFT CORP
-$909.0K
46,525
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$892.0K
42,096
-0%
增持
ABT
ABBOTT LABS
-$840.0K
72,904
+0%
减持
KO
COCA COLA CO
-$794.0K
108,805
-1%
增持
—
ARDAGH METAL PACKAGING S A
-$781.0K
661,954
+1%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$748.0K
36,580
增持
VZ
VERIZON COMMUNICATIONS INC
-$727.0K
103,171
+13%
增持
TJX
TJX COS INC NEW
+$706.0K
106,537
+1%
减持
NEAR
ISHARES U S ETF TR
-$698.0K
59,375
-19%
减持
SHY
ISHARES TR
-$685.0K
41,602
-15%
增持
SONY
SONY GROUP CORPORATION
-$673.0K
63,226
+9%
增持
HCA
HCA HEALTHCARE INC
+$659.0K
29,831
+4%
增持
QCOM
QUALCOMM INC
-$650.0K
48,053
+1%
增持
INTC
INTEL CORP
-$645.0K
179,119
+27%
增持
BA
BOEING CO
-$622.0K
44,399
+1%
增持
LOW
LOWES COS INC
+$615.0K
35,630
+2%
增持
NVS
NOVARTIS AG
-$559.0K
74,579
+1%
增持
—
INVESCO LTD
-$547.0K
267,490
+2%
增持
BABA
ALIBABA GROUP HLDG LTD
-$519.0K
19,516
+7%
减持
MRK
MERCK & CO INC
-$495.0K
92,896
-0%
减持
RY
ROYAL BK CDA
-$475.0K
62,508
-1%
减持
—
TERMINIX GLOBAL HOLDINGS INC
-$469.0K
182,861
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$408.0K
27,386
-1%
增持
MA
MASTERCARD INCORPORATED
-$404.0K
18,357
+3%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$381.0K
0
-100%
增持
DHR
DANAHER CORPORATION
+$377.0K
23,154
+5%
增持
DIS
DISNEY WALT CO
+$333.0K
105,191
+4%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$325.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$310.0K
144,202
+1%
增持
FISV
FISERV INC
+$309.0K
65,568
+0%
增持
CVS
CVS HEALTH CORP
+$302.0K
76,694
+1%
增持
ABBV
ABBVIE INC
-$280.0K
20,983
+4%
增持
JPM
JPMORGAN CHASE & CO
-$269.0K
59,131
+3%
增持
EEFT
EURONET WORLDWIDE INC
-$267.0K
14,335
+7%
清仓
CABO
CABLE ONE INC
-$258.0K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$245.0K
2,736
清仓
TRV
TRAVELERS COMPANIES INC
-$222.0K
0
-100%
增持
AAPL
APPLE INC
+$222.0K
90,308
+1%
建仓
OEF
ISHARES TR
+$216.0K
1,330
清仓
WY
WEYERHAEUSER CO MTN BE
-$215.0K
0
-100%
建仓
ITOT
ISHARES TR
+$215.0K
2,707
建仓
VTI
VANGUARD INDEX FDS
+$212.0K
1,180
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$206.0K
74,691
+1%
建仓
CMI
CUMMINS INC
+$206.0K
1,012
增持
MET
METLIFE INC
-$191.0K
117,867
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$189.0K
10,170
-25%
增持
V
VISA INC
-$182.0K
22,567
+6%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$179.0K
5,591
+17%
增持
—
ICON PLC
-$179.0K
6,631
+3%
减持
AMAT
APPLIED MATLS INC
-$170.0K
13,604
-4%
增持
MCO
MOODYS CORP
-$166.0K
7,827
+3%
增持
EFA
ISHARES TR
-$163.0K
26,695
+1%
增持
BAC
BK OF AMERICA CORP
-$139.0K
377,528
+2%
增持
BIDU
BAIDU INC
-$139.0K
5,333
+4%
增持
AMZN
AMAZON COM INC
+$138.0K
9,885
+7%
增持
JD
JD.COM INC
-$137.0K
11,616
+3%
减持
NKE
NIKE INC
-$124.0K
6,036
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$122.0K
56,362
-2%
增持
—
AON PLC
+$119.0K
22,759
+3%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
-$117.0K
54,834
-2%
增持
JNJ
JOHNSON & JOHNSON
-$105.0K
7,864
+0%
增持
PM
PHILIP MORRIS INTL INC
-$103.0K
11,224
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$95.0K
5,698
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$90.0K
22,102
+1%
增持
TGT
TARGET CORP
+$90.0K
4,297
+11%
增持
COST
COSTCO WHSL CORP NEW
+$83.0K
917
+26%
减持
SCHO
SCHWAB STRATEGIC TR
-$81.0K
11,342
-11%
减持
—
BLACKROCK INC
-$80.0K
1,161
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$77.0K
10,807
-4%
增持
WMT
WALMART INC
+$73.0K
8,563
+0%
增持
PG
PROCTER AND GAMBLE CO
-$70.0K
5,629
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$68.0K
7,601
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$66.0K
11,225
+10%
增持
CVX
CHEVRON CORP NEW
-$64.0K
63,539
+0%
减持
FLOT
ISHARES TR
-$63.0K
71,327
-2%
增持
—
UNILEVER PLC
-$63.0K
103,432
+3%
减持
—
EXXON MOBIL CORP
+$61.0K
39,486
-0%
减持
DOW
DOW INC
-$61.0K
6,591
-3%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$53.0K
8,240
+33%
减持
IEFA
ISHARES TR
-$49.0K
4,503
-7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$40.0K
5,486
-0%
减持
AIG
AMERICAN INTL GROUP INC
-$40.0K
5,284
-7%
增持
—
LINDE PLC
-$40.0K
3,271
+2%
减持
IWD
ISHARES TR
-$38.0K
3,961
-0%
减持
HON
HONEYWELL INTL INC
-$37.0K
2,526
-4%
减持
—
LABORATORY CORP AMER HLDGS
-$34.0K
1,000
-2%
减持
PEP
PEPSICO INC
-$32.0K
7,746
-0%
增持
DEO
DIAGEO PLC
-$32.0K
37,661
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$30.0K
2,613
+9%
减持
VO
VANGUARD INDEX FDS
-$30.0K
1,289
-7%
减持
IWR
ISHARES TR
-$27.0K
9,558
-1%
增持
ADI
ANALOG DEVICES INC
+$23.0K
16,047
+6%
增持
EEM
ISHARES TR
+$21.0K
7,928
+24%
减持
IJH
ISHARES TR
-$20.0K
1,248
-4%
减持
FNB
F N B CORP
+$17.0K
23,662
-0%
增持
—
SPOTIFY TECHNOLOGY S A
+$17.0K
8,932
+11%
增持
GS
GOLDMAN SACHS GROUP INC
-$13.0K
3,363
+0%
增持
BKNG
BOOKING HOLDINGS INC
-$13.0K
140
+1%
增持
IJR
ISHARES TR
-$9.0K
3,616
+3%
增持
—
FERGUSON PLC NEW
+$7.0K
13,833
+8%
增持
IVV
ISHARES TR
-$7.0K
3,993
+5%
减持
HD
HOME DEPOT INC
+$6.0K
4,551
-0%
减持
—
LIBERTY MEDIA CORP DEL
+$3.0K
7,883
-3%
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
-$1.0K
63,152
+9%
