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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 126 项
建仓 5
增持 69
减持 41
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHW
SCHWAB CHARLES CORP
-$5.4M
186,995
+3%
减持
DLTR
DOLLAR TREE INC
-$4.8M
58,917
-37%
清仓
INTC
INTEL CORP
-$3.6M
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。
增持
AAPL
APPLE INC
+$3.2M
90,106
+0%
减持
FLOT
ISHARES TR
-$2.8M
4,020
-93%
清仓
IGSB
ISHARES TR
-$2.7M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.3M
47,540
+0%
增持
DIS
DISNEY WALT CO
+$2.3M
113,803
+9%
增持
TGT
TARGET CORP
+$2.2M
37,190
+40%
减持
SHY
ISHARES TR
-$2.1M
2,778
-91%
减持
MET
METLIFE INC
-$2.0M
116,052
-4%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.7M
283,680
+5%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$1.7M
77,563
+50%
增持
GOOG
ALPHABET INC
+$1.7M
97,764
+2%
减持
NEAR
ISHARES U S ETF TR
-$1.5M
14,603
-68%
增持
SONY
SONY GROUP CORPORATION
+$1.4M
74,313
+7%
增持
GOOGL
ALPHABET INC
+$1.4M
81,162
+2%
增持
BAC
BANK AMERICA CORP
-$1.4M
404,282
+3%
增持
QCOM
QUALCOMM INC
+$1.3M
53,889
+6%
建仓
—
LINDE PLC
+$1.3M
3,556
减持
CVX
CHEVRON CORP NEW
-$1.2M
63,267
-1%
清仓
—
LINDE PLC
-$1.1M
0
-100%
增持
RY
ROYAL BK CDA SUSTAINABL
+$1.1M
73,123
+17%
增持
FISV
FISERV INC
+$1.1M
64,402
+5%
增持
CVS
CVS HEALTH CORP
-$1.1M
81,964
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.1M
44,512
+2%
减持
MRK
MERCK & CO INC
-$974.4K
87,370
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$974.1K
135,913
+24%
减持
BA
BOEING CO
+$930.2K
45,409
-1%
增持
PFE
PFIZER INC
-$902.7K
169,646
+11%
增持
UNH
UNITEDHEALTH GROUP INC
-$861.3K
22,866
+4%
增持
DEO
DIAGEO PLC
+$692.9K
41,872
+8%
增持
CSCO
CISCO SYS INC
+$687.2K
145,220
+0%
增持
—
SPOTIFY TECHNOLOGY S A
+$686.1K
10,378
+17%
增持
DFAX
DIMENSIONAL ETF TRUST
+$675.7K
49,308
+131%
增持
CMCSA
COMCAST CORP NEW
+$673.0K
170,661
+3%
增持
ADI
ANALOG DEVICES INC
+$671.0K
17,250
+4%
减持
HCA
HCA HEALTHCARE INC
+$665.2K
29,286
-0%
增持
NVS
NOVARTIS AG
+$649.2K
81,486
+8%
增持
WFC
WELLS FARGO CO NEW
-$625.1K
205,164
+2%
清仓
TIP
ISHARES TR
-$616.5K
0
-100%
增持
ABT
ABBOTT LABS
-$605.8K
74,911
+0%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$535.5K
14,348
+6%
增持
BN
BROOKFIELD CORP
+$497.9K
211,533
+4%
增持
V
VISA INC
+$491.7K
23,272
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$468.7K
28,051
-2%
增持
—
UNILEVER PLC
+$452.9K
124,862
+4%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$446.3K
56,224
+5%
增持
KMX
CARMAX INC
+$423.2K
49,141
+9%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$399.8K
57,452
+11%
清仓
FDX
FEDEX CORP
-$373.9K
0
-100%
增持
MCO
MOODYS CORP
+$368.6K
8,774
+6%
减持
AMAT
APPLIED MATLS INC
+$340.4K
13,517
-0%
增持
MA
MASTERCARD INCORPORATED
+$329.8K
18,455
+1%
增持
—
INVESCO LTD
-$320.1K
278,032
+2%
增持
EEFT
EURONET WORLDWIDE INC
+$313.9K
15,118
+4%
减持
—
AON PLC
+$302.5K
22,362
-1%
清仓
VTIP
VANGUARD MALVERN FDS
-$283.4K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$283.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$280.5K
63,906
+6%
清仓
—
LIBERTY MEDIA CORP DEL
-$276.8K
0
-100%
增持
DHR
DANAHER CORPORATION
-$257.3K
32,322
+2%
建仓
—
ACCENTURE PLC IRELAND
+$231.2K
809
清仓
OEF
ISHARES TR
-$226.9K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$225.6K
0
-100%
减持
KO
COCA COLA CO
-$222.4K
108,866
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$219.6K
2,859
-15%
增持
LOW
LOWES COS INC
+$209.3K
36,866
+3%
建仓
INTU
INTUIT
+$202.4K
454
清仓
WY
WEYERHAEUSER CO MTN BE
-$201.5K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$191.0K
55,768
-0%
减持
—
ARDAGH METAL PACKAGING S A
-$185.4K
232,053
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$183.1K
27,581
-0%
增持
VO
VANGUARD INDEX FDS
+$162.5K
2,017
+56%
建仓
SPE
SPECIAL OPPORTUNITIES FD INC
+$162.5K
14,853
减持
TJX
TJX COS INC NEW
-$148.8K
106,404
-0%
增持
—
ICON PLC
+$143.1K
7,056
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$142.1K
80,605
-18%
减持
—
EXXON MOBIL CORP
-$137.5K
38,550
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$130.2K
74,914
+1%
增持
JNJ
JOHNSON & JOHNSON
-$121.7K
8,071
+4%
减持
ABBV
ABBVIE INC
-$120.7K
20,191
-2%
增持
PM
PHILIP MORRIS INTL INC
+$109.3K
15,471
+12%
减持
CL
COLGATE PALMOLIVE CO
-$105.6K
3,219
-27%
增持
ITOT
ISHARES TR
+$99.3K
3,632
+34%
减持
—
FERGUSON PLC NEW
+$89.0K
16,930
-1%
增持
NSC
NORFOLK SOUTHN CORP
-$85.2K
2,704
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$84.0K
5,736
+1%
增持
MCD
MCDONALDS CORP
+$78.3K
3,164
+3%
增持
MKL
MARKEL CORP
-$75.0K
5,948
+2%
减持
AMZN
AMAZON COM INC
+$71.2K
10,460
-13%
减持
IVV
ISHARES TR
+$65.3K
3,917
-3%
减持
HON
HONEYWELL INTL INC
-$62.1K
2,308
-2%
减持
EMR
EMERSON ELEC CO
-$58.2K
4,774
-3%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$50.2K
54,931
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$49.5K
479
-3%
减持
SCHO
SCHWAB STRATEGIC TR
-$45.8K
9,693
-10%
增持
COST
COSTCO WHSL CORP NEW
+$45.0K
933
+2%
增持
IWM
ISHARES TR
+$44.7K
3,288
+6%
增持
—
BLACKROCK INC
-$44.5K
1,163
+0%
增持
HD
HOME DEPOT INC
-$43.2K
4,703
+4%
减持
WMT
WALMART INC
+$42.6K
8,523
-0%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$41.9K
6,099
+2%
增持
AMGN
AMGEN INC
-$37.2K
3,780
+4%
增持
DOW
DOW INC
+$35.2K
6,701
+2%
增持
NKE
NIKE INC
+$35.0K
6,044
+0%
减持
IJH
ISHARES TR
-$32.0K
1,098
-13%
减持
IWD
ISHARES TR
-$27.2K
3,651
-5%
增持
CAT
CATERPILLAR INC
-$19.8K
4,081
+3%
减持
IJR
ISHARES TR
-$17.7K
3,410
-7%
增持
TFC
TRUIST FINL CORP
+$17.5K
13,702
+31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.8K
10,576
+0%
增持
PG
PROCTER AND GAMBLE CO
-$14.2K
5,438
+0%
减持
CSX
CSX CORP
-$12.1K
8,510
-1%
减持
IEFA
ISHARES TR
+$11.8K
4,997
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$10.1K
5,469
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.9K
435
-1%
减持
PEP
PEPSICO INC
+$6.7K
7,619
-0%
增持
WEC
WEC ENERGY GROUP INC
+$3.7K
2,702
+0%
减持
IEMG
ISHARES INC
+$3.7K
4,805
-3%
增持
HQL
TEKLA LIFE SCIENCES INVS
-$3.6K
14,269
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$3.3K
2,448
-6%
建仓
—
CBRE GBL REAL ESTATE INC FD
+$1.7K
54,890
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.6K
6,253
+4%
增持
LLY
LILLY ELI & CO
-$1.6K
1,701
+6%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.1K
963
-1%
