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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 114 项
建仓 10
增持 39
减持 64
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$4.8M
199,870
建仓
ORCL
ORACLE CORP
+$4.7M
44,384
建仓
MKC
MCCORMICK & CO INC
+$4.4M
63,625
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
DLTR
DOLLAR TREE INC
+$3.9M
98,894
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$3.3M
206,246
+4%
增持
BA
BOEING CO
+$3.2M
45,708
+0%
减持
MSFT
MICROSOFT CORP
+$2.6M
46,338
-1%
增持
BN
BROOKFIELD CORP
+$2.1M
227,067
+2%
增持
TGT
TARGET CORP
+$2.1M
45,928
+15%
增持
DEO
DIAGEO PLC
+$2.1M
58,010
+36%
增持
QCOM
QUALCOMM INC
+$2.0M
58,205
+1%
减持
BAC
BANK AMERICA CORP
+$2.0M
389,682
-4%
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
64,231
+1%
增持
HCA
HCA HEALTHCARE INC
+$1.6M
33,354
+10%
减持
AAPL
APPLE INC
+$1.5M
81,663
-2%
建仓
IHI
ISHARES TR
+$1.4M
26,150
增持
LOW
LOWES COS INC
+$1.3M
42,952
+9%
增持
ABT
ABBOTT LABS
+$1.3M
79,430
+3%
清仓
—
ACTIVISION BLIZZARD INC
-$1.2M
0
-100%
减持
FISV
FISERV INC
+$1.2M
63,829
-1%
减持
A
AGILENT TECHNOLOGIES INC
+$1.1M
42,089
-2%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$1.0M
17,230
-2%
增持
SONY
SONY GROUP CORP
+$962.2K
76,119
+0%
增持
MCO
MOODYS CORP
+$930.8K
10,731
+4%
增持
CVX
CHEVRON CORP NEW
-$912.0K
65,261
+3%
增持
DFAT
DIMENSIONAL ETF TRUST
+$882.2K
53,416
+28%
减持
—
INVESCO LTD
+$872.3K
306,183
-3%
增持
V
VISA INC
+$852.0K
24,275
+2%
减持
—
AON PLC
-$802.1K
21,504
-1%
减持
RTX
RTX CORPORATION
+$749.8K
77,352
-3%
减持
GOOG
ALPHABET INC
+$698.7K
95,767
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$677.0K
47,171
-18%
减持
DIS
DISNEY WALT CO
+$672.4K
106,053
-3%
增持
ADI
ANALOG DEVICES INC
+$658.0K
20,753
+5%
增持
—
EXXON MOBIL CORP
-$643.7K
39,173
+1%
增持
AMZN
AMAZON COM INC
+$609.2K
12,800
+22%
减持
GOOGL
ALPHABET INC
+$570.0K
79,195
-1%
减持
MA
MASTERCARD INCORPORATED
+$539.1K
18,289
-0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$508.0K
94,148
+18%
增持
PFE
PFIZER INC
-$503.8K
187,847
+5%
增持
KMX
CARMAX INC
+$492.6K
76,826
+1%
减持
—
FERGUSON PLC NEW
+$457.2K
16,641
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$453.0K
23,090
-1%
增持
CSCO
CISCO SYS INC
-$426.6K
146,794
+1%
减持
RY
ROYAL BK CDA
+$416.3K
62,888
-7%
增持
DHR
DANAHER CORPORATION
+$414.7K
38,407
+12%
减持
MRK
MERCK & CO INC
+$412.2K
84,317
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$399.8K
24,748
-1%
减持
MET
METLIFE INC
+$320.4K
118,329
-1%
减持
—
SPOTIFY TECHNOLOGY S A
+$306.9K
10,044
-2%
减持
TJX
TJX COS INC NEW
+$305.1K
78,150
-1%
增持
PM
PHILIP MORRIS INTL INC
+$299.7K
27,566
+11%
减持
AMAT
APPLIED MATLS INC
+$291.5K
13,149
-1%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$286.0K
7,683
减持
EEFT
EURONET WORLDWIDE INC
-$249.7K
9,815
-37%
增持
HD
HOME DEPOT INC
+$244.7K
4,832
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$233.8K
24,225
+1%
建仓
IWN
ISHARES TR
+$223.4K
1,438
建仓
ZTS
ZOETIS INC
+$219.7K
1,113
建仓
GE
GENERAL ELECTRIC CO
+$218.9K
1,715
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$216.2K
74,425
-1%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$214.2K
825
增持
—
LINDE PLC
+$204.8K
3,815
+4%
减持
—
UNILEVER PLC
-$203.2K
122,920
-1%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$202.1K
6,456
-0%
建仓
L
LOEWS CORP
+$201.8K
2,900
减持
IVV
ISHARES TR
+$173.3K
3,604
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$168.1K
2,698
+0%
减持
—
ICON PLC
+$164.6K
6,556
-5%
减持
KO
COCA COLA CO
+$154.6K
77,155
-2%
增持
AMGN
AMGEN INC
+$151.7K
3,998
+7%
减持
NVS
NOVARTIS AG
-$125.6K
80,723
-1%
增持
MCD
MCDONALDS CORP
+$114.4K
3,220
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$114.2K
47,817
+1%
减持
CMCSA
COMCAST CORP NEW
-$95.6K
144,240
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$90.2K
2,661
-3%
减持
LLY
ELI LILLY & CO
+$81.7K
1,807
-0%
减持
DG
DOLLAR GEN CORP NEW
+$81.5K
10,703
-18%
减持
NKE
NIKE INC
+$79.6K
6,184
-0%
减持
ABBV
ABBVIE INC
+$79.4K
19,692
-1%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$77.4K
64,426
+3%
减持
FNB
F N B CORP
+$75.8K
30,076
-4%
减持
COST
COSTCO WHSL CORP NEW
+$75.7K
962
-3%
减持
WMT
WALMART INC
-$74.9K
8,499
-4%
减持
TFC
TRUIST FINL CORP
+$67.7K
11,419
-8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$57.1K
5,771
-1%
减持
IWD
ISHARES TR
+$53.1K
4,248
-1%
减持
META
META PLATFORMS INC
+$52.4K
980
-0%
减持
JNJ
JOHNSON & JOHNSON
-$45.3K
7,406
-4%
减持
NVDA
NVIDIA CORPORATION
+$41.7K
757
-1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$38.8K
2,215
+10%
减持
TSCO
TRACTOR SUPPLY CO
+$38.2K
3,766
-1%
增持
IJH
ISHARES TR
+$35.7K
1,205
+1%
减持
UNP
UNION PAC CORP
+$34.5K
1,021
-4%
减持
—
ACCENTURE PLC IRELAND
+$34.2K
893
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$30.5K
1,799
+1%
减持
WBD
WARNER BROS DISCOVERY INC
+$26.2K
417,289
-4%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$23.2K
49,906
-16%
减持
HON
HONEYWELL INTL INC
+$21.0K
1,590
-6%
减持
IJJ
ISHARES TR
-$19.4K
1,847
-19%
减持
CL
COLGATE PALMOLIVE CO
+$17.4K
3,134
-4%
增持
MKL
MARKEL GROUP INC
-$16.4K
6,219
+4%
减持
IWM
ISHARES TR
+$15.8K
3,012
-10%
减持
IJR
ISHARES TR
+$15.2K
3,815
-10%
减持
IEFA
ISHARES TR
+$14.8K
6,075
-5%
减持
SO
SOUTHERN CO
+$13.5K
3,836
-3%
减持
PG
PROCTER AND GAMBLE CO
-$11.8K
4,912
-2%
增持
SHY
ISHARES TR
+$11.6K
5,075
+2%
减持
NEAR
ISHARES U S ETF TR
+$11.5K
19,074
-0%
减持
IEMG
ISHARES INC
-$7.8K
6,190
-8%
减持
EEM
ISHARES TR
-$7.0K
7,308
-8%
减持
SCHO
SCHWAB STRATEGIC TR
+$4.5K
11,901
-0%
减持
PEP
PEPSICO INC
+$2.2K
7,658
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$817
6,831
+13%
