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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 122 项
建仓 6
增持 55
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
—
BROOKFIELD ASSET MGMT INC
-$8.2M
0
-100%
清仓
—
TERMINIX GLOBAL HOLDINGS INC
-$7.0M
0
-100%
建仓
BN
BROOKFIELD CORP
+$6.4M
203,303
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
BA
BOEING CO
+$3.3M
45,756
+3%
增持
TGT
TARGET CORP
+$3.3M
26,652
+520%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
74,461
-0%
增持
DHR
DANAHER CORPORATION
+$2.4M
31,662
+37%
增持
CVX
CHEVRON CORP NEW
+$2.4M
64,058
+1%
减持
WBD
WARNER BROS DISCOVERY INC
-$2.3M
269,831
-36%
减持
MRK
MERCK & CO INC
+$2.3M
92,561
-0%
减持
—
ARDAGH METAL PACKAGING S A
-$2.1M
235,378
-64%
减持
SCHW
SCHWAB CHARLES CORP
+$2.0M
182,007
-1%
增持
TJX
TJX COS INC NEW
+$1.9M
106,616
+0%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
60,009
+1%
减持
HCA
HCA HEALTHCARE INC
+$1.6M
29,409
-1%
增持
MET
METLIFE INC
+$1.6M
120,656
+2%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.6M
0
-100%
增持
BAC
BANK AMERICA CORP
+$1.6M
391,146
+4%
增持
—
UNILEVER PLC
+$1.5M
119,786
+16%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.5M
51,622
增持
MKL
MARKEL CORP
+$1.4M
5,824
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
28,737
+156%
增持
SONY
SONY GROUP CORPORATION
+$1.3M
69,494
+10%
增持
—
INVESCO LTD
+$1.2M
271,251
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
56,009
+3%
增持
NVS
NOVARTIS AG
+$1.2M
75,480
+1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$1.2M
51,727
+10%
增持
PFE
PFIZER INC
+$1.2M
152,698
+0%
减持
MA
MASTERCARD INCORPORATED
+$1.2M
18,339
-0%
增持
ABT
ABBOTT LABS
+$1.1M
74,608
+2%
增持
CSCO
CISCO SYS INC
+$1.1M
144,924
+1%
减持
DLTR
DOLLAR TREE INC
-$1.1M
93,955
-11%
减持
IGSB
ISHARES TR
-$1.0M
55,024
-28%
减持
INTC
INTEL CORP
-$1.0M
136,422
-24%
减持
SHY
ISHARES TR
-$1.0M
29,267
-30%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$924.9K
53,473
-5%
增持
—
EXXON MOBIL CORP
+$917.9K
39,573
+0%
增持
KO
COCA COLA CO
+$880.4K
109,658
+1%
减持
DIS
DISNEY WALT CO
-$861.4K
104,301
-1%
减持
CMCSA
COMCAST CORP NEW
+$853.8K
165,764
-2%
减持
AAPL
APPLE INC
-$786.7K
90,005
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$782.6K
43,618
+4%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$753.5K
13,552
+7%
增持
—
FERGUSON PLC NEW
+$751.4K
17,133
+24%
增持
V
VISA INC
+$746.3K
22,888
+1%
减持
GOOG
ALPHABET INC
-$712.4K
95,702
-0%
减持
NEAR
ISHARES U S ETF TR
-$698.9K
45,181
-24%
减持
—
AON PLC
+$652.1K
22,483
-1%
清仓
BIDU
BAIDU INC
-$627.0K
0
-100%
清仓
JD
JD.COM INC
-$584.0K
0
-100%
减持
FLOT
ISHARES TR
-$541.7K
60,486
-15%
增持
MSFT
MICROSOFT CORP
+$525.1K
47,374
+2%
减持
ABBV
ABBVIE INC
+$522.5K
20,658
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$504.4K
22,007
-0%
增持
DEO
DIAGEO PLC
+$498.5K
38,686
+3%
增持
ADI
ANALOG DEVICES INC
+$495.1K
16,650
+4%
增持
LOW
LOWES COS INC
+$470.8K
35,951
+1%
增持
PM
PHILIP MORRIS INTL INC
+$463.3K
13,786
+23%
增持
GOOGL
ALPHABET INC
-$463.2K
79,211
+2%
增持
MCO
MOODYS CORP
+$413.5K
8,314
+6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$394.9K
83,575
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$394.6K
109,431
+6%
建仓
NTRS
NORTHERN TR CORP
+$372.1K
4,205
增持
—
WILLIS TOWERS WATSON PLC LTD
+$336.2K
5,966
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$296.8K
27,613
+1%
清仓
—
MEDTRONIC PLC
-$294.0K
0
-100%
增持
EEFT
EURONET WORLDWIDE INC
+$291.9K
14,599
+2%
清仓
LMT
LOCKHEED MARTIN CORP
-$288.0K
0
-100%
减持
TIP
ISHARES TR
-$281.5K
5,792
-32%
增持
WFC
WELLS FARGO CO NEW
+$265.2K
200,876
+1%
建仓
TRV
TRAVELERS COMPANIES INC
+$241.1K
1,286
增持
—
LINDE PLC
+$231.3K
3,413
+4%
建仓
IEMG
ISHARES INC
+$230.7K
4,941
减持
VTIP
VANGUARD MALVERN FDS
-$205.6K
6,068
-40%
减持
AMAT
APPLIED MATLS INC
+$204.9K
13,555
-0%
清仓
—
ACCENTURE PLC IRELAND
-$202.0K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$201.5K
6,500
增持
DFAX
DIMENSIONAL ETF TRUST
+$177.3K
21,358
+42%
减持
HD
HOME DEPOT INC
+$175.2K
4,531
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$170.0K
3,364
+0%
增持
QCOM
QUALCOMM INC
+$165.1K
50,884
+6%
增持
DFEM
DIMENSIONAL ETF TRUST
+$158.0K
40,340
+10%
增持
—
ICON PLC
+$145.0K
7,022
+6%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
+$143.8K
54,263
-1%
增持
CVS
CVS HEALTH CORP
-$136.6K
77,019
+0%
减持
AMGN
AMGEN INC
+$132.0K
3,621
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$130.7K
970
-1%
增持
KMX
CARMAX INC
-$123.4K
44,927
+4%
减持
PEP
PEPSICO INC
+$117.2K
7,651
-1%
增持
IVV
ISHARES TR
+$112.9K
4,021
+1%
减持
PG
PROCTER AND GAMBLE CO
+$111.8K
5,429
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$108.2K
6,001
-21%
增持
AMZN
AMAZON COM INC
-$107.7K
12,015
+22%
增持
IDE
VOYA INFRASTRUCTURE INDLS &
+$97.1K
74,169
+13%
减持
EFA
ISHARES TR
+$92.9K
24,191
-9%
减持
EMR
EMERSON ELEC CO
+$91.2K
4,937
-6%
减持
JNJ
JOHNSON & JOHNSON
+$87.7K
7,771
-1%
增持
IEFA
ISHARES TR
+$85.2K
5,228
+16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$82.8K
5,528
+1%
减持
HON
HONEYWELL INTL INC
+$81.2K
2,348
-7%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$77.2K
98,455
-4%
减持
—
SPOTIFY TECHNOLOGY S A
-$70.4K
8,874
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$66.0K
2,612
-0%
减持
FISV
FISERV INC
+$54.6K
61,241
-7%
减持
BKNG
BOOKING HOLDINGS INC
+$50.1K
139
-1%
减持
FDX
FEDEX CORP
-$50.1K
2,159
-24%
减持
IWD
ISHARES TR
+$44.1K
3,845
-3%
减持
CSX
CSX CORP
+$35.9K
8,614
-1%
增持
IJH
ISHARES TR
+$32.7K
1,268
+2%
增持
IJR
ISHARES TR
+$32.4K
3,671
+2%
减持
AIG
AMERICAN INTL GROUP INC
+$32.1K
4,476
-15%
减持
AJG
GALLAGHER ARTHUR J & CO
-$31.1K
2,015
-16%
减持
SCHO
SCHWAB STRATEGIC TR
-$28.3K
10,752
-5%
增持
HQL
TEKLA LIFE SCIENCES INVS
+$21.4K
14,244
+8%
增持
VO
VANGUARD INDEX FDS
+$20.8K
1,290
+0%
减持
—
LIBERTY MEDIA CORP DEL
-$20.2K
7,074
-10%
减持
IWM
ISHARES TR
+$19.9K
3,108
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.4K
10,555
-2%
减持
TFC
TRUIST FINL CORP
-$10.3K
10,452
-1%
减持
WEC
WEC ENERGY GROUP INC
+$7.4K
2,692
-2%
减持
UNP
UNION PAC CORP
-$7.1K
1,062
-9%
减持
FNB
F N B CORP
+$559
21,039
-11%
