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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 121 项
建仓 5
增持 55
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$6.7M
0
-100%
减持
BA
BOEING CO
-$5.3M
34,487
-25%
建仓
NEM
NEWMONT CORP
+$4.9M
136,865
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
DFAX
DIMENSIONAL ETF TRUST
+$4.5M
268,158
+185%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.5M
73,748
-1%
建仓
MOS
MOSAIC CO NEW
+$4.3M
134,006
建仓
FND
FLOOR & DECOR HLDGS INC
+$3.9M
29,972
增持
LOW
LOWES COS INC
+$3.7M
52,046
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.4M
6,316
+1352%
减持
DIS
DISNEY WALT CO
+$3.3M
105,369
-1%
减持
TGT
TARGET CORP
-$3.3M
18,480
-60%
增持
HCA
HCA HEALTHCARE INC
+$2.2M
33,569
+1%
清仓
—
SPOTIFY TECHNOLOGY S A
-$1.9M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.9M
45,860
-1%
减持
JPM
JPMORGAN CHASE & CO
+$1.8M
63,445
-1%
减持
AAPL
APPLE INC
-$1.7M
81,530
-0%
减持
FISV
FISERV INC
+$1.7M
63,669
-0%
减持
BAC
BANK AMERICA CORP
+$1.6M
389,160
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$1.5M
216,715
+5%
清仓
DG
DOLLAR GEN CORP NEW
-$1.5M
0
-100%
增持
DLTR
DOLLAR TREE INC
+$1.3M
115,308
+17%
增持
DHR
DANAHER CORPORATION
+$1.2M
40,462
+5%
增持
GOOG
ALPHABET INC
+$1.1M
95,917
+0%
增持
WBD
WARNER BROS DISCOVERY INC
-$1.1M
419,644
+1%
增持
RTX
RTX CORPORATION
+$1.1M
77,610
+0%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
18,400
+1%
增持
KMX
CARMAX INC
+$1.0M
79,650
+4%
增持
ORCL
ORACLE CORP
+$1.0M
45,471
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$972.9K
44,038
-8%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$947.6K
50,676
+7%
减持
MET
METLIFE INC
+$903.6K
117,780
-0%
减持
—
AON PLC
+$843.8K
21,281
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$798.1K
24,784
+0%
增持
A
AGILENT TECHNOLOGIES INC
+$769.2K
45,501
+8%
增持
MKC
MCCORMICK & CO INC
+$734.8K
66,242
+4%
减持
GOOGL
ALPHABET INC
+$685.2K
77,837
-2%
增持
PFE
PFIZER INC
+$670.1K
219,034
+17%
增持
V
VISA INC
+$648.9K
24,970
+3%
增持
CVX
CHEVRON CORP NEW
+$636.6K
65,747
+1%
增持
MKL
MARKEL GROUP INC
+$634.8K
6,221
+0%
减持
—
EXXON MOBIL CORP
+$632.0K
39,131
-0%
减持
AMAT
APPLIED MATLS INC
+$558.3K
13,041
-1%
增持
ABBV
ABBVIE INC
+$535.2K
19,697
+0%
增持
—
FERGUSON PLC NEW
+$424.9K
16,654
+0%
增持
ABT
ABBOTT LABS
+$413.0K
80,554
+1%
增持
DEO
DIAGEO PLC
+$409.7K
59,563
+3%
减持
RY
ROYAL BK CDA
-$396.7K
59,111
-6%
减持
TJX
TJX COS INC NEW
-$395.3K
68,389
-12%
减持
BN
BROOKFIELD CORP
+$377.7K
226,598
-0%
减持
NVS
NOVARTIS AG
-$374.0K
80,395
-0%
增持
—
ICON PLC
+$372.5K
6,633
+1%
增持
AMZN
AMAZON COM INC
+$370.0K
12,833
+0%
增持
SONY
SONY GROUP CORP
-$363.4K
79,826
+5%
减持
LLY
ELI LILLY & CO
+$349.3K
1,803
-0%
减持
QCOM
QUALCOMM INC
+$318.7K
51,606
-11%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$230.0K
6,499
+1%
增持
—
LINDE PLC
+$222.2K
3,853
+1%
清仓
ZTS
ZOETIS INC
-$219.7K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$219.2K
55,382
+4%
增持
MCO
MOODYS CORP
+$218.1K
11,219
+5%
建仓
CEG
CONSTELLATION ENERGY CORP
+$215.5K
1,166
清仓
IJJ
ISHARES TR
-$210.6K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$203.7K
1,115
增持
ORLY
OREILLY AUTOMOTIVE INC
+$182.3K
972
+1%
增持
KO
COCA COLA CO
+$180.6K
77,270
+0%
减持
HD
HOME DEPOT INC
+$178.3K
4,830
-0%
增持
ADI
ANALOG DEVICES INC
+$172.1K
21,704
+5%
增持
—
INVESCO LTD
-$166.8K
319,199
+4%
减持
IVV
ISHARES TR
+$159.7K
3,578
-1%
减持
CSCO
CISCO SYS INC
-$157.1K
145,441
-1%
减持
—
UNILEVER PLC
+$156.7K
121,854
-1%
增持
GLU
GABELLI GLOBL UTIL & INCOME
+$149.5K
19,318
+93%
增持
VSH
VISHAY INTERTECHNOLOGY INC
-$143.0K
204,935
+3%
增持
SHY
ISHARES TR
+$118.0K
6,534
+29%
增持
IWD
ISHARES TR
+$116.6K
4,570
+8%
增持
WMT
WALMART INC
+$114.0K
24,162
+184%
减持
MRK
MERCK & CO INC
+$105.4K
70,463
-16%
增持
DFUV
DIMENSIONAL ETF TRUST
+$103.9K
9,531
+24%
减持
NKE
NIKE INC
-$101.2K
6,067
-2%
减持
VO
VANGUARD INDEX FDS
-$95.3K
1,655
-24%
减持
IHI
ISHARES TR
+$94.7K
25,705
-2%
增持
NEAR
ISHARES U S ETF TR
+$91.3K
20,906
+10%
增持
UNH
UNITEDHEALTH GROUP INC
-$90.0K
24,391
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$88.3K
5,737
-1%
减持
JNJ
JOHNSON & JOHNSON
-$81.2K
6,825
-8%
增持
ITOT
ISHARES TR
+$78.9K
3,155
+17%
减持
EFA
ISHARES TR
+$78.8K
18,811
-0%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$77.9K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$74.9K
23,533
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$70.3K
1,721
-1%
减持
EEFT
EURONET WORLDWIDE INC
+$67.3K
9,674
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$65.6K
2,648
-2%
减持
COST
COSTCO WHSL CORP NEW
+$65.4K
956
-1%
增持
IEFA
ISHARES TR
+$65.0K
6,634
+9%
增持
IJH
ISHARES TR
+$63.1K
6,537
+442%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$62.1K
2,043
+14%
增持
PM
PHILIP MORRIS INTL INC
+$60.9K
28,971
+5%
减持
EMR
EMERSON ELEC CO
+$59.1K
4,265
-2%
减持
MCD
MCDONALDS CORP
-$48.0K
3,216
-0%
减持
HON
HONEYWELL INTL INC
-$45.5K
1,403
-12%
增持
IEMG
ISHARES INC
+$44.1K
6,923
+12%
增持
IJR
ISHARES TR
+$41.6K
4,113
+8%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
+$39.5K
63,937
-1%
减持
PG
PROCTER AND GAMBLE CO
+$33.4K
4,642
-5%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$29.3K
48,406
-3%
减持
CL
COLGATE PALMOLIVE CO
+$24.7K
3,048
-3%
减持
EEM
ISHARES TR
-$24.5K
6,558
-10%
减持
TFC
TRUIST FINL CORP
+$21.2K
11,359
-1%
增持
CMCSA
COMCAST CORP NEW
-$20.2K
145,439
+1%
增持
VB
VANGUARD INDEX FDS
+$19.9K
1,222
+0%
减持
CSX
CSX CORP
+$18.9K
8,470
-0%
减持
AMGN
AMGEN INC
-$17.1K
3,990
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$15.0K
142
+1%
减持
—
ACCENTURE PLC IRELAND
-$12.5K
868
-3%
减持
WEC
WEC ENERGY GROUP INC
-$8.7K
2,692
-1%
减持
UNP
UNION PAC CORP
-$7.1K
991
-3%
减持
SCHO
SCHWAB STRATEGIC TR
-$7.0K
11,814
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.0K
10,555
-0%
减持
PEP
PEPSICO INC
-$5.9K
7,398
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.6K
6,529
-4%
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$3.2K
14,378
+0%
