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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 107 项
建仓 2
增持 59
减持 38
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$6.3M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$5.8M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$5.5M
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。
建仓
A
AGILENT TECHNOLOGIES INC
+$4.8M
42,854
减持
AAPL
APPLE INC
-$3.1M
83,239
-7%
减持
—
ACTIVISION BLIZZARD INC
-$3.0M
12,766
-75%
减持
TJX
TJX COS INC NEW
-$1.9M
79,052
-25%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.8M
57,189
+1%
增持
DLTR
DOLLAR TREE INC
+$1.4M
95,074
+57%
增持
HCA
HCA HEALTHCARE INC
-$1.4M
30,307
+4%
建仓
DG
DOLLAR GEN CORP NEW
+$1.4M
12,983
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$1.3M
17,569
+0%
增持
MSFT
MICROSOFT CORP
-$1.1M
46,800
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
47,502
+0%
减持
MRK
MERCK & CO INC
-$1.1M
85,284
-0%
减持
GOOG
ALPHABET INC
+$1.0M
97,063
-0%
增持
KMX
CARMAX INC
+$1.0M
76,389
+46%
增持
DEO
DIAGEO PLC
-$902.8K
42,792
+2%
增持
BA
BOEING CO
-$878.2K
45,529
+0%
减持
GOOGL
ALPHABET INC
+$872.7K
80,183
-0%
增持
FISV
FISERV INC
-$843.3K
64,541
+0%
增持
DIS
DISNEY WALT CO
-$824.7K
109,847
+1%
减持
MET
METLIFE INC
+$746.3K
119,293
-0%
增持
ABT
ABBOTT LABS
-$728.3K
76,793
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$714.3K
75,159
+0%
增持
CVX
CHEVRON CORP NEW
+$714.2K
63,138
+0%
增持
TGT
TARGET CORP
-$708.9K
40,018
+3%
减持
BAC
BANK AMERICA CORP
-$679.5K
406,382
-1%
减持
CMCSA
COMCAST CORP NEW
-$677.6K
144,802
-15%
增持
WBD
WARNER BROS DISCOVERY INC
-$660.6K
434,861
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$632.7K
23,212
+1%
增持
—
INVESCO LTD
-$627.1K
316,116
+2%
增持
MKL
MARKEL GROUP INC
+$619.6K
6,008
+1%
增持
LOW
LOWES COS INC
-$601.0K
39,537
+1%
减持
RY
ROYAL BK CDA
-$555.7K
67,973
-0%
增持
SONY
SONY GROUP CORP
-$536.0K
75,786
+1%
增持
PFE
PFIZER INC
-$529.6K
178,231
+1%
增持
EEFT
EURONET WORLDWIDE INC
-$492.9K
15,694
+6%
增持
—
AON PLC
-$449.6K
21,776
+0%
增持
DHR
DANAHER CORPORATION
+$409.8K
34,141
+2%
增持
BN
BROOKFIELD CORP
-$401.9K
222,842
+2%
减持
—
EXXON MOBIL CORP
+$392.1K
38,784
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$391.4K
23,986
-14%
减持
KO
COCA COLA CO
-$358.6K
78,459
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$342.5K
25,017
+0%
增持
—
UNILEVER PLC
-$329.1K
124,744
+0%
清仓
VTI
VANGUARD INDEX FDS
-$293.6K
0
-100%
增持
QCOM
QUALCOMM INC
-$266.6K
57,571
+3%
增持
ADI
ANALOG DEVICES INC
-$256.9K
19,777
+4%
减持
ABBV
ABBVIE INC
+$254.5K
19,940
-1%
减持
CSCO
CISCO SYS INC
+$249.2K
145,883
-1%
清仓
ZTS
ZOETIS INC
-$234.9K
0
-100%
增持
MCO
MOODYS CORP
-$231.8K
10,312
+3%
增持
RTX
RTX CORPORATION
+$208.8K
80,013
+41%
清仓
IWN
ISHARES TR
-$202.5K
0
-100%
清仓
—
MEDTRONIC PLC
-$200.9K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$200.7K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$191.2K
79,533
+16%
增持
SCHW
SCHWAB CHARLES CORP
-$184.8K
197,665
+2%
减持
AMGN
AMGEN INC
+$161.2K
3,720
-2%
增持
LLY
ELI LILLY & CO
+$142.0K
1,809
+2%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$137.3K
6,485
+2%
减持
PM
PHILIP MORRIS INTL INC
-$131.0K
24,775
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$130.4K
1,746
-12%
增持
—
FERGUSON PLC NEW
+$128.8K
16,755
+0%
减持
PEP
PEPSICO INC
-$126.5K
7,663
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$125.5K
5,826
+0%
减持
MCD
MCDONALDS CORP
-$121.1K
3,190
-1%
增持
NEAR
ISHARES U S ETF TR
+$111.2K
19,084
+13%
减持
AMAT
APPLIED MATLS INC
-$106.9K
13,287
-1%
增持
MA
MASTERCARD INCORPORATED
+$98.2K
18,340
+1%
减持
NKE
NIKE INC
-$92.0K
6,189
-0%
增持
NVS
NOVARTIS AG
+$90.3K
81,251
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$87.5K
11,947
+18%
减持
VO
VANGUARD INDEX FDS
-$84.6K
2,187
-11%
减持
HON
HONEYWELL INTL INC
-$82.9K
1,691
-11%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$80.0K
59,435
+2%
减持
IWM
ISHARES TR
-$75.0K
3,331
-6%
增持
JNJ
JOHNSON & JOHNSON
-$65.6K
7,744
+1%
增持
V
VISA INC
-$62.9K
23,772
+2%
减持
DOW
DOW INC
-$62.8K
5,591
-15%
减持
—
SPOTIFY TECHNOLOGY S A
-$62.0K
10,220
-0%
减持
JPM
JPMORGAN CHASE & CO
-$60.1K
63,882
-0%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$57.3K
62,547
+11%
减持
TFC
TRUIST FINL CORP
-$54.8K
12,369
-8%
增持
TSCO
TRACTOR SUPPLY CO
-$54.0K
3,800
+2%
减持
IWR
ISHARES TR
-$50.7K
9,347
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$48.6K
6,053
-3%
减持
FNB
F N B CORP
-$38.6K
31,354
-5%
增持
SHY
ISHARES TR
+$36.3K
4,999
+10%
减持
PG
PROCTER AND GAMBLE CO
-$34.4K
5,016
-1%
增持
IVV
ISHARES TR
-$31.2K
3,605
+2%
减持
NVDA
NVIDIA CORPORATION
-$23.8K
766
-9%
减持
EMR
EMERSON ELEC CO
-$23.4K
4,363
-11%
减持
CL
COLGATE PALMOLIVE CO
-$21.5K
3,269
-1%
增持
—
ICON PLC
-$19.6K
6,868
+0%
增持
IWD
ISHARES TR
-$15.4K
4,274
+2%
增持
HQL
TEKLA LIFE SCIENCES INVS
-$15.0K
14,321
+0%
减持
WMT
WALMART INC
-$13.2K
8,846
-3%
减持
GS
GOLDMAN SACHS GROUP INC
-$8.2K
2,697
-1%
增持
IEMG
ISHARES INC
+$7.3K
6,743
+6%
增持
—
LINDE PLC
-$7.2K
3,658
+2%
增持
—
ACCENTURE PLC IRELAND
+$6.7K
909
+3%
增持
IJR
ISHARES TR
-$4.4K
4,217
+4%
增持
IJH
ISHARES TR
+$2.2K
1,196
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2K
1,788
+5%
增持
IEFA
ISHARES TR
+$999
6,411
+5%
