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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 123 项
建仓 8
增持 66
减持 48
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
DIS
DISNEY WALT CO
-$5.6M
73,776
-30%
建仓
JBL
JABIL INC
+$4.7M
42,973
建仓
LULU
LULULEMON ATHLETICA INC
+$3.9M
12,971
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。
减持
AAPL
APPLE INC
+$3.1M
81,240
-0%
增持
DLTR
DOLLAR TREE INC
-$2.9M
116,419
+1%
减持
GOOG
ALPHABET INC
+$2.8M
94,815
-1%
减持
GOOGL
ALPHABET INC
+$2.2M
76,497
-2%
增持
ADI
ANALOG DEVICES INC
+$1.8M
26,644
+23%
增持
LOW
LOWES COS INC
-$1.7M
52,457
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
72,514
-2%
减持
QCOM
QUALCOMM INC
+$1.4M
50,794
-2%
增持
DEO
DIAGEO PLC
-$1.3M
60,028
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.1M
51,480
+2%
增持
KMX
CARMAX INC
-$1.1M
80,019
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$963.0K
24,940
+1%
减持
MSFT
MICROSOFT CORP
+$949.7K
45,293
-1%
增持
AMAT
APPLIED MATLS INC
+$913.0K
15,265
+17%
减持
FISV
FISERV INC
-$906.5K
62,192
-2%
增持
ORCL
ORACLE CORP
+$805.0K
46,151
+1%
减持
NEM
NEWMONT CORP
+$803.9K
136,353
-0%
增持
—
AON PLC
-$756.2K
21,615
+2%
增持
ABT
ABBOTT LABS
-$754.5K
80,852
+0%
减持
MRK
MERCK & CO INC
-$729.6K
69,209
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$718.1K
25,104
+3%
增持
A
AGILENT TECHNOLOGIES INC
-$696.2K
45,704
+0%
减持
NVS
NOVARTIS AG
+$668.1K
79,323
-1%
增持
FND
FLOOR & DECOR HLDGS INC
+$655.8K
45,677
+52%
建仓
FHN
FIRST HORIZON CORPORATION
+$654.0K
41,470
增持
MA
MASTERCARD INCORPORATED
-$652.2K
18,607
+1%
减持
WBD
WARNER BROS DISCOVERY INC
-$596.1K
412,283
-2%
减持
MET
METLIFE INC
-$578.1K
116,122
-1%
增持
CMCSA
COMCAST CORP NEW
-$572.5K
146,381
+1%
减持
TGT
TARGET CORP
-$568.8K
18,280
-1%
减持
—
INVESCO LTD
-$533.9K
318,291
-0%
增持
UPS
UNITED PARCEL SERVICE INC
-$516.6K
44,054
+0%
减持
BAC
BANK AMERICA CORP
+$513.9K
383,978
-1%
增持
MOS
MOSAIC CO NEW
-$453.7K
134,813
+1%
减持
BA
BOEING CO
-$446.2K
34,116
-1%
增持
—
FERGUSON PLC NEW
-$411.9K
16,658
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$407.7K
218,278
+1%
增持
MKC
MCCORMICK & CO INC
-$375.2K
66,434
+0%
增持
MCO
MOODYS CORP
+$360.2K
11,331
+1%
增持
HCA
HCA HEALTHCARE INC
-$357.3K
33,737
+1%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$354.1K
0
-100%
建仓
—
SCHWAB CHARLES FAMILY FD
+$351.6K
351,641
建仓
BMEZ
BLACKROCK HEALTH SCIENCES TE
+$344.8K
22,450
减持
TJX
TJX COS INC NEW
+$343.9K
66,121
-3%
增持
CSCO
CISCO SYS INC
-$328.5K
145,873
+0%
减持
MKL
MARKEL GROUP INC
+$322.9K
6,212
-0%
增持
PM
PHILIP MORRIS INTL INC
+$287.8K
29,035
+0%
增持
NVDA
NVIDIA CORPORATION
+$275.9K
7,770
+926%
减持
ABBV
ABBVIE INC
-$264.5K
19,370
-2%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$234.2K
47,302
-2%
建仓
AGG
ISHARES TR
+$231.1K
2,381
减持
LLY
ELI LILLY & CO
+$226.1K
1,799
-0%
增持
V
VISA INC
-$208.9K
25,755
+3%
增持
PFE
PFIZER INC
+$195.3K
224,215
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$184.6K
3,230
+58%
增持
HD
HOME DEPOT INC
-$181.8K
4,854
+0%
减持
RY
ROYAL BK CDA
+$181.5K
57,761
-2%
增持
AMZN
AMAZON COM INC
+$169.4K
12,855
+0%
减持
KO
COCA COLA CO
+$160.1K
76,786
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$155.7K
274,493
+2%
减持
CVX
CHEVRON CORP NEW
-$154.7K
65,313
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$150.6K
55,211
-0%
减持
PEP
PEPSICO INC
-$149.3K
6,945
-6%
减持
DFIC
DIMENSIONAL ETF TRUST
-$141.2K
85,875
-4%
增持
DHR
DANAHER CORPORATION
+$131.5K
40,967
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$128.5K
23,989
+2%
减持
NKE
NIKE INC
-$126.9K
5,882
-3%
减持
NSC
NORFOLK SOUTHN CORP
-$123.0K
2,586
-3%
增持
AMGN
AMGEN INC
+$115.7K
4,001
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$114.2K
62,266
-2%
减持
RTX
RTX CORPORATION
+$113.8K
76,533
-1%
增持
TFC
TRUIST FINL CORP
+$105.2K
14,104
+24%
减持
BN
BROOKFIELD CORP
-$103.3K
225,911
-0%
增持
—
EXXON MOBIL CORP
+$101.9K
40,397
+3%
增持
SONY
SONY GROUP CORP
+$96.8K
81,708
+2%
减持
JNJ
JOHNSON & JOHNSON
-$93.3K
6,748
-1%
增持
—
ICON PLC
-$88.6K
6,826
+3%
增持
MCD
MCDONALDS CORP
-$83.9K
3,229
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$79.9K
2,622
-1%
减持
WMT
WALMART INC
+$79.0K
22,638
-6%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$78.3K
6,519
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$75.9K
6,501
+3%
增持
SO
SOUTHERN CO
+$69.9K
4,449
+16%
减持
IHI
ISHARES TR
-$69.5K
25,635
-0%
减持
—
UNILEVER PLC
+$68.7K
112,468
-8%
建仓
FTF
FRANKLIN LTD DURATION INCOME
+$63.4K
10,000
减持
VO
VANGUARD INDEX FDS
-$61.3K
1,455
-12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$59.6K
5,753
+0%
增持
EEFT
EURONET WORLDWIDE INC
-$54.9K
9,745
+1%
减持
IVV
ISHARES TR
-$53.3K
3,340
-7%
增持
—
BLACKROCK INC
-$52.0K
1,175
+0%
建仓
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$51.4K
10,000
增持
IJR
ISHARES TR
+$49.7K
4,728
+15%
增持
IEFA
ISHARES TR
+$49.3K
7,457
+12%
增持
IEMG
ISHARES INC
+$48.3K
7,576
+9%
增持
—
LINDE PLC
-$42.9K
3,979
+3%
增持
TSCO
TRACTOR SUPPLY CO
+$39.3K
3,796
+1%
增持
—
ACCENTURE PLC IRELAND
-$35.4K
875
+1%
减持
IWM
ISHARES TR
-$33.7K
2,956
-2%
增持
IWD
ISHARES TR
+$29.4K
4,860
+6%
增持
META
META PLATFORMS INC
+$20.8K
985
+1%
增持
SYK
STRYKER CORPORATION
-$20.6K
1,634
+1%
减持
ADBE
ADOBE INC
+$18.3K
478
-2%
增持
NEAR
ISHARES U S ETF TR
+$17.0K
21,298
+2%
增持
UNP
UNION PAC CORP
-$16.6K
1,004
+1%
增持
NTRS
NORTHERN TR CORP
-$16.5K
4,256
+1%
减持
CL
COLGATE PALMOLIVE CO
+$15.5K
2,988
-2%
增持
ROK
ROCKWELL AUTOMATION INC
-$14.4K
1,041
+1%
增持
HON
HONEYWELL INTL INC
+$14.0K
1,414
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$11.4K
1,675
-3%
增持
VB
VANGUARD INDEX FDS
-$11.1K
1,230
+1%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
-$10.0K
61,500
-4%
减持
DFEM
DIMENSIONAL ETF TRUST
-$9.7K
41,135
-5%
减持
INTU
INTUIT
-$9.2K
435
-4%
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$8.3K
14,419
+0%
减持
PG
PROCTER AND GAMBLE CO
+$7.0K
4,609
-1%
增持
IJH
ISHARES TR
+$6.4K
6,895
+5%
增持
VSH
VISHAY INTERTECHNOLOGY INC
-$6.3K
208,146
+2%
增持
SHY
ISHARES TR
+$6.2K
6,620
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$66
11,835
+0%
