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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 139 项
建仓 10
增持 44
减持 79
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CMCSA
COMCAST CORP NEW
-$4.4M
43,431
-70%
减持
DLTR
DOLLAR TREE INC
-$4.2M
119,222
-36%
增持
HCA
HCA HEALTHCARE INC
-$3.2M
35,026
+4%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.6M
67,247
-6%
减持
NEM
NEWMONT CORP
-$2.2M
137,094
-0%
减持
SLB
SCHLUMBERGER LTD
-$2.1M
127,400
-23%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
24,791
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$1.8M
220,092
-1%
减持
LOW
LOWES COS INC
-$1.8M
60,858
-2%
减持
MOS
MOSAIC CO NEW
-$1.7M
79,026
-42%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$1.6M
39,179
减持
MSFT
MICROSOFT CORP
-$1.6M
41,566
-6%
增持
LULU
LULULEMON ATHLETICA INC
+$1.5M
13,710
+1%
增持
DHR
DANAHER CORPORATION
-$1.5M
43,789
+5%
减持
NVS
NOVARTIS AG
-$1.4M
75,477
-1%
减持
GOOG
ALPHABET INC
+$1.4M
89,606
-4%
减持
GOOGL
ALPHABET INC
+$1.4M
74,417
-3%
建仓
OIH
VANECK ETF TRUST
+$1.4M
5,010
建仓
NVO
NOVO-NORDISK A S
+$1.3M
15,593
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
52,043
-2%
减持
BAC
BANK AMERICA CORP
+$1.2M
373,654
-2%
增持
FND
FLOOR & DECOR HLDGS INC
-$1.2M
50,841
+1%
建仓
BLK
BLACKROCK INC
+$1.1M
1,096
清仓
—
BLACKROCK INC
-$1.1M
0
-100%
减持
MRK
MERCK & CO INC
-$1.0M
69,694
-0%
减持
V
VISA INC
+$1.0M
26,681
-1%
减持
JBL
JABIL INC
+$994.5K
42,756
-1%
减持
QCOM
QUALCOMM INC
-$982.4K
49,975
-2%
减持
MKL
MARKEL GROUP INC
+$942.3K
6,256
-0%
减持
DEO
DIAGEO PLC
-$937.4K
59,252
-2%
建仓
VTRS
VIATRIS INC
+$916.9K
73,644
减持
DIS
DISNEY WALT CO
+$809.4K
67,099
-3%
减持
CSCO
CISCO SYS INC
+$796.5K
141,800
-1%
减持
FISV
FISERV INC
-$768.2K
50,297
-19%
减持
RY
ROYAL BK CDA
-$711.4K
53,689
-7%
减持
AMAT
APPLIED MATLS INC
-$706.5K
14,618
-4%
减持
BA
BOEING CO
+$701.5K
33,795
-3%
减持
AAPL
APPLE INC
+$684.1K
77,580
-4%
减持
PFE
PFIZER INC
-$659.5K
214,656
-2%
增持
A
AGILENT TECHNOLOGIES INC
-$625.9K
45,129
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$617.1K
52,252
-1%
建仓
NTR
NUTRIEN LTD
+$609.3K
13,615
减持
RTX
RTX CORPORATION
-$607.2K
74,677
-2%
增持
SONY
SONY GROUP CORP
+$578.3K
402,744
+390%
减持
BN
BROOKFIELD CORP
+$563.4K
216,156
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$542.4K
47,986
-8%
减持
MA
MASTERCARD INCORPORATED
+$526.6K
18,677
-1%
增持
AMZN
AMAZON COM INC
+$514.8K
13,757
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
-$503.7K
282,354
+1%
减持
ABBV
ABBVIE INC
-$478.2K
17,795
-3%
增持
ADI
ANALOG DEVICES INC
-$458.5K
27,906
+1%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$450.3K
15,422
减持
MKC
MCCORMICK & CO INC
-$417.7K
64,153
-1%
增持
FERG
FERGUSON ENTERPRISES INC
-$414.6K
16,782
+0%
减持
—
EXXON MOBIL CORP
-$399.4K
40,445
-0%
清仓
—
SCHWAB CHARLES FAMILY FD
-$373.2K
0
-100%
增持
TGT
TARGET CORP
-$371.5K
18,162
+0%
减持
ORCL
ORACLE CORP
-$370.0K
52,043
-2%
减持
DFIC
DIMENSIONAL ETF TRUST
-$351.2K
79,910
-7%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$349.4K
7,454
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$333.1K
304
+81%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$292.4K
44,266
-1%
增持
VSH
VISHAY INTERTECHNOLOGY INC
-$264.4K
219,969
+4%
减持
KMX
CARMAX INC
+$257.1K
79,608
-1%
增持
NVDA
NVIDIA CORPORATION
+$253.2K
8,619
+16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$252.8K
8,695
+26%
减持
CVX
CHEVRON CORP NEW
-$250.9K
66,379
-1%
减持
AMGN
AMGEN INC
-$248.6K
3,745
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$242.1K
25,022
-2%
减持
MET
METLIFE INC
-$237.8K
113,828
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.1K
23,160
-7%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$227.6K
0
-100%
增持
—
ICON PLC
-$224.4K
8,493
+22%
增持
—
LINDE PLC
-$220.1K
4,143
+1%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$218.1K
0
-100%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$214.0K
5,186
清仓
ZTS
ZOETIS INC
-$210.4K
0
-100%
减持
WMT
WALMART INC
+$204.0K
22,423
-1%
增持
LLY
ELI LILLY & CO
-$203.4K
1,964
+1%
建仓
VMO
INVESCO MUN OPPORTUNITY TR
+$194.4K
20,000
减持
MCO
MOODYS CORP
-$182.1K
11,133
-3%
增持
IHI
ISHARES TR
+$178.4K
29,075
+13%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
-$160.4K
59,881
-2%
减持
DFEM
DIMENSIONAL ETF TRUST
-$158.1K
38,175
-7%
减持
—
AON PLC
+$136.9K
21,136
-2%
减持
CAT
CATERPILLAR INC
-$130.5K
3,555
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$130.5K
2,232
-4%
减持
KO
COCA COLA CO
-$121.5K
6,816
-10%
增持
PEP
PEPSICO INC
-$120.1K
6,912
+0%
减持
—
INVESCO LTD
-$101.3K
320,171
-1%
增持
JNJ
JOHNSON & JOHNSON
-$98.8K
6,743
+2%
减持
TJX
TJX COS INC NEW
+$98.5K
65,042
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$97.5K
140
-1%
增持
ES
EVERSOURCE ENERGY
-$92.4K
9,230
+1%
增持
TSCO
TRACTOR SUPPLY CO
-$91.4K
16,350
+396%
增持
VO
VANGUARD INDEX FDS
+$88.9K
1,790
+23%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$84.4K
6,417
-2%
减持
IEFA
ISHARES TR
-$83.6K
7,462
-4%
清仓
WBD
WARNER BROS DISCOVERY INC
-$82.9K
0
-100%
减持
NUE
NUCOR CORP
-$79.2K
1,898
-5%
减持
ABT
ABBOTT LABS
-$74.7K
79,924
-0%
增持
EEFT
EURONET WORLDWIDE INC
+$72.1K
10,219
+4%
增持
DOW
DOW INC
-$70.2K
6,385
+7%
增持
HD
HOME DEPOT INC
-$69.5K
4,915
+1%
增持
NKE
NIKE INC
-$64.2K
6,196
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$63.7K
5,656
-2%
减持
PM
PHILIP MORRIS INTL INC
-$58.8K
29,076
-1%
减持
—
UNILEVER PLC
-$47.3K
4,119
-5%
减持
SO
SOUTHERN CO
-$46.2K
3,929
-4%
减持
DFAT
DIMENSIONAL ETF TRUST
-$45.9K
54,357
-2%
增持
HON
HONEYWELL INTL INC
+$44.9K
1,341
+7%
增持
MCD
MCDONALDS CORP
-$42.3K
3,246
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$42.1K
2,344
+6%
增持
IEMG
ISHARES INC
-$39.8K
7,842
+0%
减持
IWD
ISHARES TR
-$37.8K
5,129
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$34.2K
1,698
+1%
减持
NEAR
ISHARES U S ETF TR
-$33.1K
21,076
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$30.6K
8,962
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$25.8K
3,361
-2%
增持
NOC
NORTHROP GRUMMAN CORP
-$24.9K
486
+1%
增持
AXP
AMERICAN EXPRESS CO
+$21.6K
779
+1%
增持
PG
PROCTER AND GAMBLE CO
-$20.6K
4,656
+1%
增持
ROK
ROCKWELL AUTOMATION INC
+$20.6K
1,050
+1%
增持
META
META PLATFORMS INC
+$19.0K
1,017
+1%
增持
—
ACCENTURE PLC IRELAND
+$19.0K
902
+7%
增持
SCHO
SCHWAB STRATEGIC TR
-$18.2K
23,266
+97%
减持
SHY
ISHARES TR
-$14.9K
6,531
-1%
减持
IVV
ISHARES TR
+$14.4K
3,256
-1%
减持
IJR
ISHARES TR
-$14.2K
4,958
-1%
减持
COST
COSTCO WHSL CORP NEW
+$9.6K
919
-2%
增持
INTU
INTUIT
+$9.5K
445
+2%
增持
ADBE
ADOBE INC
-$9.3K
552
+12%
减持
CMI
CUMMINS INC
+$7.7K
975
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.3K
1,165
+4%
减持
LH
LABCORP HOLDINGS INC
-$5.9K
949
-5%
减持
TFC
TRUIST FINL CORP
-$5.1K
15,075
-2%
减持
IJH
ISHARES TR
-$5.1K
7,346
-1%
增持
WEC
WEC ENERGY GROUP INC
-$4.3K
2,708
+1%
减持
ITOT
ISHARES TR
-$3.4K
3,055
-3%
