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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 125 项
建仓 10
增持 59
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SLB
SCHLUMBERGER LTD
+$7.0M
166,441
减持
—
UNILEVER PLC
-$5.9M
4,323
-96%
增持
LOW
LOWES COS INC
+$5.3M
62,091
+18%
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
KO
COCA COLA CO
-$4.3M
7,596
-90%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.5M
71,801
-1%
建仓
FERG
FERGUSON ENTERPRISES INC
+$3.3M
16,757
清仓
—
FERGUSON PLC NEW
-$3.2M
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$3.0M
10,050
-98%
减持
HCA
HCA HEALTHCARE INC
+$2.9M
33,719
-0%
增持
ORCL
ORACLE CORP
+$2.5M
53,066
+15%
减持
BN
BROOKFIELD CORP
+$2.5M
223,044
-1%
减持
FISV
FISERV INC
+$1.8M
61,788
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
24,830
-1%
减持
GOOG
ALPHABET INC
-$1.7M
93,653
-1%
增持
FND
FLOOR & DECOR HLDGS INC
+$1.7M
50,448
+10%
减持
AAPL
APPLE INC
+$1.6M
80,444
-1%
增持
NEM
NEWMONT CORP
+$1.6M
137,142
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$1.6M
223,262
+2%
减持
RTX
RTX CORPORATION
+$1.6M
76,336
-0%
增持
QCOM
QUALCOMM INC
-$1.5M
50,923
+0%
减持
MET
METLIFE INC
+$1.4M
115,883
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$1.4M
53,216
-15%
增持
DHR
DANAHER CORPORATION
+$1.3M
41,638
+2%
增持
GOOGL
ALPHABET INC
-$1.2M
76,544
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.2M
52,854
+20%
减持
MSFT
MICROSOFT CORP
-$1.2M
44,351
-2%
减持
—
AON PLC
+$1.1M
21,545
-0%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
18,850
+1%
减持
RY
ROYAL BK CDA
+$1.0M
57,576
-0%
增持
SONY
SONY GROUP CORP
+$1.0M
82,259
+1%
增持
—
INVESCO LTD
+$936.3K
324,484
+2%
增持
BA
BOEING CO
-$929.3K
34,729
+2%
增持
DEO
DIAGEO PLC
+$901.7K
60,354
+1%
减持
A
AGILENT TECHNOLOGIES INC
+$763.9K
45,047
-1%
减持
ABT
ABBOTT LABS
+$713.6K
79,948
-1%
增持
MCO
MOODYS CORP
+$682.4K
11,488
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$675.6K
6,904
+6%
减持
CSCO
CISCO SYS INC
+$667.6K
142,767
-2%
减持
DIS
DISNEY WALT CO
-$663.1K
69,260
-6%
增持
V
VISA INC
+$661.5K
26,992
+5%
增持
DLTR
DOLLAR TREE INC
+$657.0K
186,108
+60%
清仓
FHN
FIRST HORIZON CORPORATION
-$654.0K
0
-100%
增持
VSH
VISHAY INTERTECHNOLOGY INC
-$651.0K
211,036
+1%
增持
MRK
MERCK & CO INC
-$623.5K
69,959
+1%
建仓
ES
EVERSOURCE ENERGY
+$622.5K
9,148
增持
PM
PHILIP MORRIS INTL INC
+$616.0K
29,309
+1%
减持
MKC
MCCORMICK & CO INC
+$595.9K
64,505
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$545.4K
278,526
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$533.5K
25,481
+6%
减持
AMAT
APPLIED MATLS INC
-$518.6K
15,263
-0%
增持
JBL
JABIL INC
+$483.0K
43,045
+0%
减持
TJX
TJX COS INC NEW
+$479.3K
66,013
-0%
增持
KMX
CARMAX INC
+$383.1K
80,792
+1%
增持
CVX
CHEVRON CORP NEW
-$351.0K
66,987
+3%
减持
ABBV
ABBVIE INC
+$318.0K
18,434
-5%
减持
NVS
NOVARTIS AG
+$316.7K
76,173
-4%
增持
HD
HOME DEPOT INC
+$310.5K
4,890
+1%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$309.3K
168
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$306.5K
44,541
-6%
增持
ADI
ANALOG DEVICES INC
+$305.7K
27,751
+4%
减持
WMT
WALMART INC
+$289.1K
22,562
-0%
清仓
GE
GE AEROSPACE
-$272.6K
0
-100%
减持
CMCSA
COMCAST CORP NEW
+$251.9K
143,265
-2%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
+$244.9K
61,137
-1%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$227.6K
2,828
建仓
LH
LABCORP HOLDINGS INC
+$223.5K
1,000
清仓
L
LOEWS CORP
-$216.7K
0
-100%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$216.7K
6,538
+0%
增持
MOS
MOSAIC CO NEW
-$216.0K
137,418
+2%
建仓
ZTS
ZOETIS INC
+$210.4K
1,077
建仓
PAYX
PAYCHEX INC
+$210.1K
1,566
建仓
AXP
AMERICAN EXPRESS CO
+$209.6K
773
增持
—
LINDE PLC
+$208.6K
4,099
+3%
建仓
—
EATON CORP PLC
+$204.2K
616
清仓
—
LABORATORY CORP AMER HLDGS
-$203.5K
0
-100%
增持
UNP
UNION PAC CORP
+$188.4K
1,686
+68%
增持
LULU
LULULEMON ATHLETICA INC
-$174.3K
13,636
+5%
减持
—
BLACKROCK INC
+$162.1K
1,145
-3%
增持
IWD
ISHARES TR
+$139.4K
5,202
+7%
增持
—
ICON PLC
-$134.3K
6,980
+2%
减持
TGT
TARGET CORP
+$120.6K
18,136
-1%
增持
TFC
TRUIST FINL CORP
+$111.1K
15,410
+9%
增持
—
EXXON MOBIL CORP
+$99.6K
40,522
+0%
增持
LLY
ELI LILLY & CO
+$90.8K
1,941
+8%
增持
NKE
NIKE INC
+$89.7K
6,030
+3%
减持
JNJ
JOHNSON & JOHNSON
+$87.7K
6,627
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$84.1K
3,431
+6%
增持
IJR
ISHARES TR
+$81.2K
5,006
+6%
减持
PFE
PFIZER INC
+$80.8K
219,568
-2%
增持
META
META PLATFORMS INC
+$79.8K
1,007
+2%
减持
BAC
BANK AMERICA CORP
-$79.4K
382,847
-0%
减持
IVV
ISHARES TR
+$74.6K
3,298
-1%
增持
MKL
MARKEL GROUP INC
+$69.0K
6,284
+1%
增持
IEFA
ISHARES TR
+$66.3K
7,790
+4%
减持
TSCO
TRACTOR SUPPLY CO
-$66.0K
3,296
-13%
减持
CAT
CATERPILLAR INC
+$60.8K
3,631
-11%
增持
IJH
ISHARES TR
+$59.3K
7,426
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$56.6K
10,836
+3%
减持
NVDA
NVIDIA CORPORATION
-$55.7K
7,446
-4%
增持
CMI
CUMMINS INC
+$52.0K
1,026
+1%
减持
IWR
ISHARES TR
+$48.4K
9,147
-2%
减持
HON
HONEYWELL INTL INC
-$44.0K
1,248
-12%
增持
IEMG
ISHARES INC
+$43.8K
7,827
+3%
增持
PG
PROCTER AND GAMBLE CO
+$41.1K
4,626
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$38.4K
2,318
-12%
减持
—
ACCENTURE PLC IRELAND
+$32.9K
844
-4%
增持
DOW
DOW INC
+$29.9K
5,976
+7%
增持
EEFT
EURONET WORLDWIDE INC
-$29.8K
9,864
+1%
增持
CL
COLGATE PALMOLIVE CO
+$27.1K
3,054
+2%
减持
PEP
PEPSICO INC
+$25.7K
6,887
-1%
增持
NEAR
ISHARES U S ETF TR
+$25.5K
21,418
+1%
减持
AMGN
AMGEN INC
-$25.4K
3,801
-5%
减持
SO
SOUTHERN CO
+$24.5K
4,099
-8%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$24.1K
51,980
+1%
增持
—
SCHWAB CHARLES FAMILY FD
+$21.6K
373,241
+6%
减持
VB
VANGUARD INDEX FDS
+$20.3K
1,216
-1%
减持
COST
COSTCO WHSL CORP NEW
+$19.8K
939
-2%
增持
AMZN
AMAZON COM INC
+$19.1K
13,435
+5%
增持
CSX
CSX CORP
+$13.0K
8,581
+1%
增持
ADBE
ADOBE INC
-$10.8K
492
+3%
减持
SHY
ISHARES TR
+$9.8K
6,618
-0%
减持
SCHO
SCHWAB STRATEGIC TR
+$8.3K
11,800
-0%
减持
EEM
ISHARES TR
+$7.7K
6,258
-5%
减持
HQL
ABRDN LIFE SCIENCES INVESTOR
-$4.9K
13,223
-8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.0K
24,983
+0%
