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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 127 项
建仓 11
增持 71
减持 36
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
WFC
WELLS FARGO CO NEW
-$7.7M
0
-100%
建仓
—
ACTIVISION BLIZZARD INC
+$4.2M
50,277
减持
AAPL
APPLE INC
+$2.5M
89,603
-1%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
75,114
+0%
减持
MSFT
MICROSOFT CORP
+$2.2M
46,755
-2%
减持
KO
COCA COLA CO
-$2.0M
78,890
-28%
减持
DIS
DISNEY WALT CO
-$1.7M
108,958
-4%
减持
GOOG
ALPHABET INC
+$1.6M
97,135
-1%
增持
LOW
LOWES COS INC
+$1.4M
39,071
+6%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$1.3M
17,515
+22%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$1.2M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
194,717
+4%
增持
KMX
CARMAX INC
+$1.2M
52,400
+7%
减持
GOOGL
ALPHABET INC
+$1.2M
80,368
-1%
减持
HCA
HCA HEALTHCARE INC
+$1.2M
29,238
-0%
增持
WBD
WARNER BROS DISCOVERY INC
+$1.1M
429,285
+51%
增持
TGT
TARGET CORP
-$1.0M
38,921
+5%
增持
JPM
JPMORGAN CHASE & CO
+$996.6K
64,111
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$949.6K
56,413
+0%
清仓
—
ARDAGH METAL PACKAGING S A
-$946.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$920.1K
24,838
+61%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$872.3K
78,658
+1%
增持
FISV
FISERV INC
+$854.5K
64,478
+0%
增持
MCO
MOODYS CORP
+$807.1K
10,043
+14%
减持
NVS
NOVARTIS AG
+$689.2K
81,121
-0%
增持
—
INVESCO LTD
+$657.4K
310,358
+12%
清仓
VTV
VANGUARD INDEX FDS
-$638.1K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$628.4K
170,834
+0%
减持
TJX
TJX COS INC NEW
+$606.1K
105,483
-1%
减持
ABT
ABBOTT LABS
+$580.3K
74,901
-0%
减持
MRK
MERCK & CO INC
+$547.8K
85,303
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$536.4K
1,701
-69%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$502.2K
0
-100%
减持
ABBV
ABBVIE INC
-$500.1K
20,172
-0%
减持
RY
ROYAL BK CDA
-$489.8K
68,048
-7%
增持
PFE
PFIZER INC
-$480.1K
175,613
+4%
增持
BN
BROOKFIELD CORP
+$476.3K
219,022
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$462.8K
68,633
+39%
减持
—
AON PLC
+$459.3K
21,755
-3%
减持
MA
MASTERCARD INCORPORATED
+$456.1K
18,212
-1%
清仓
SPPP
SPROTT PHYSICAL PLAT PALLAD
-$427.4K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$390.5K
63,121
-0%
减持
—
FERGUSON PLC NEW
+$362.5K
16,699
-1%
减持
EFA
ISHARES TR
-$360.5K
18,891
-22%
建仓
NVDA
NVIDIA CORPORATION
+$357.0K
844
清仓
TLT
ISHARES TR
-$351.0K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$317.7K
19,094
+11%
增持
DEO
DIAGEO PLC
-$299.9K
42,002
+0%
建仓
VTI
VANGUARD INDEX FDS
+$293.6K
1,333
增持
AMZN
AMAZON COM INC
+$289.3K
10,507
+0%
减持
AMAT
APPLIED MATLS INC
+$286.2K
13,467
-0%
增持
V
VISA INC
+$283.8K
23,289
+0%
建仓
META
META PLATFORMS INC
+$281.5K
981
增持
UNH
UNITEDHEALTH GROUP INC
+$264.4K
23,033
+1%
减持
—
SPOTIFY TECHNOLOGY S A
+$255.7K
10,230
-1%
增持
CVS
CVS HEALTH CORP
-$254.2K
84,428
+3%
增持
LLY
LILLY ELI & CO
+$245.5K
1,769
+4%
增持
DLTR
DOLLAR TREE INC
+$244.6K
60,642
+3%
建仓
IJJ
ISHARES TR
+$244.1K
2,279
增持
BAC
BANK AMERICA CORP
+$243.8K
411,512
+2%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$239.6K
490
建仓
ZTS
ZOETIS INC
+$234.9K
1,364
增持
VZ
VERIZON COMMUNICATIONS INC
+$223.6K
148,138
+9%
增持
QCOM
QUALCOMM INC
-$214.7K
55,951
+4%
减持
—
ICON PLC
+$203.8K
6,838
-3%
清仓
FLOT
ISHARES TR
-$202.6K
0
-100%
建仓
IWN
ISHARES TR
+$202.5K
1,438
建仓
—
MEDTRONIC PLC
+$200.9K
2,281
建仓
GE
GENERAL ELECTRIC CO
+$200.7K
1,827
增持
WMT
WALMART INC
+$171.3K
9,085
+7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$165.2K
89,675
+7%
增持
DUK
DUKE ENERGY CORP NEW
-$152.2K
27,952
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$147.5K
47,349
+6%
建仓
GLU
GABELLI GLOBL UTIL & INCOME
+$142.6K
10,025
增持
SHY
ISHARES TR
+$140.2K
4,544
+64%
增持
FNB
F N B CORP
+$132.9K
32,949
+57%
减持
SPY
SPDR S&P 500 ETF TR
-$125.8K
1,977
-19%
增持
NEAR
ISHARES U S ETF TR
+$116.6K
16,913
+16%
增持
VO
VANGUARD INDEX FDS
+$114.6K
2,453
+22%
增持
IWD
ISHARES TR
+$108.4K
4,209
+15%
增持
—
LINDE PLC
+$105.3K
3,593
+1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$94.9K
43,515
+8%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$92.9K
24,935
-11%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$88.3K
56,653
+2%
增持
DHR
DANAHER CORPORATION
-$85.8K
33,586
+4%
增持
HD
HOME DEPOT INC
+$82.0K
4,732
+1%
增持
IEMG
ISHARES INC
+$79.2K
6,363
+32%
增持
IEFA
ISHARES TR
+$77.5K
6,097
+22%
增持
IWM
ISHARES TR
+$77.1K
3,544
+8%
增持
MCD
MCDONALDS CORP
+$76.8K
3,222
+2%
减持
AMGN
AMGEN INC
-$75.2K
3,777
-0%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$75.1K
6,337
+4%
增持
IJR
ISHARES TR
+$72.4K
4,036
+18%
增持
COST
COSTCO WHSL CORP NEW
+$69.4K
990
+6%
减持
ITOT
ISHARES TR
-$64.0K
2,707
-25%
增持
—
EXXON MOBIL CORP
-$59.3K
38,864
+1%
减持
TFC
TRUIST FINL CORP
-$58.5K
13,466
-2%
增持
NKE
NIKE INC
-$57.5K
6,195
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$54.7K
2,730
-5%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$50.1K
56,187
+2%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$49.6K
51,460
+19%
增持
NSC
NORFOLK SOUTHN CORP
+$47.2K
2,736
+1%
减持
EEFT
EURONET WORLDWIDE INC
+$47.0K
14,814
-2%
减持
HON
HONEYWELL INTL INC
-$45.8K
1,905
-17%
增持
SONY
SONY GROUP CORPORATION
+$45.1K
75,317
+1%
减持
PG
PROCTER AND GAMBLE CO
-$42.6K
5,048
-7%
增持
—
ACCENTURE PLC IRELAND
+$41.3K
883
+9%
增持
BA
BOEING CO
-$41.0K
45,488
+0%
增持
PEP
PEPSICO INC
+$36.0K
7,693
+1%
增持
MET
METLIFE INC
+$34.3K
119,553
+3%
增持
—
BLACKROCK INC
+$31.8K
1,172
+1%
减持
IVV
ISHARES TR
-$31.0K
3,543
-10%
增持
EMR
EMERSON ELEC CO
+$28.7K
4,920
+3%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$21.8K
58,278
+1%
增持
IJH
ISHARES TR
+$21.3K
1,132
+3%
减持
JNJ
JOHNSON & JOHNSON
+$20.7K
7,683
-5%
减持
DOW
DOW INC
-$16.3K
6,591
-2%
增持
WEC
WEC ENERGY GROUP INC
-$15.2K
2,730
+1%
增持
CL
COLGATE PALMOLIVE CO
+$12.1K
3,297
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$12.1K
141
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$11.7K
10,084
+4%
减持
—
UNILEVER PLC
+$7.3K
124,524
-0%
增持
HQL
TEKLA LIFE SCIENCES INVS
-$5.2K
14,293
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.1K
10,556
-0%
增持
CSCO
CISCO SYS INC
+$2.1K
146,762
+1%
清仓
—
CBRE GBL REAL ESTATE INC FD
-$1.7K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$905
5,806
+1%
