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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 128 项
建仓 8
增持 79
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.9M
66,461
-1%
清仓
MKC
MCCORMICK & CO INC
-$4.9M
0
-100%
增持
DLTR
DOLLAR TREE INC
+$3.8M
170,040
+43%
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
SONY
SONY GROUP CORP
+$2.9M
449,122
+12%
增持
GOOG
ALPHABET INC
-$2.8M
91,018
+2%
减持
GOOGL
ALPHABET INC
-$2.6M
74,387
-0%
增持
SLB
SCHLUMBERGER LTD
+$2.5M
176,007
+38%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.4M
3
减持
AAPL
APPLE INC
-$2.4M
76,835
-1%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$2.3M
1,603
+427%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.1M
96,185
+146%
减持
MSFT
MICROSOFT CORP
-$2.1M
41,157
-1%
增持
NEM
NEWMONT CORP
+$1.9M
144,635
+6%
增持
HCA
HCA HEALTHCARE INC
+$1.8M
35,652
+2%
增持
CVX
CHEVRON CORP NEW
+$1.7M
67,444
+2%
减持
FISV
FISERV INC
-$1.6M
39,364
-22%
增持
ABT
ABBOTT LABS
+$1.6M
80,174
+0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.6M
327,764
+16%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.5M
38,480
+416%
清仓
OIH
VANECK ETF TRUST
-$1.4M
0
-100%
增持
NVS
NOVARTIS AG
+$1.2M
76,684
+2%
增持
LULU
LULULEMON ATHLETICA INC
-$1.1M
14,627
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
221,476
+1%
增持
V
VISA INC
+$1.0M
26,940
+1%
减持
PM
PHILIP MORRIS INTL INC
+$984.0K
28,245
-3%
增持
BN
BROOKFIELD CORP
-$972.4K
218,388
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$970.0K
53,355
+11%
增持
DEO
DIAGEO PLC
-$909.2K
63,207
+7%
增持
—
AON PLC
+$899.8K
21,276
+1%
减持
MKL
MARKEL GROUP INC
+$883.9K
6,249
-0%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$850.6K
287,852
+31%
增持
LOW
LOWES COS INC
-$744.8K
61,206
+1%
增持
FND
FLOOR & DECOR HLDGS INC
-$742.1K
53,769
+6%
增持
MOS
MOSAIC CO NEW
+$740.5K
99,333
+26%
增持
CMCSA
COMCAST CORP NEW
+$726.0K
63,847
+47%
增持
DHR
DANAHER CORPORATION
-$723.0K
45,506
+4%
增持
LLY
ELI LILLY & CO
+$717.9K
2,705
+38%
增持
UNH
UNITEDHEALTH GROUP INC
+$713.3K
25,306
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$707.7K
23,290
+1%
建仓
VTEB
VANGUARD MUN BD FDS
+$703.5K
14,177
增持
BAC
BANK AMERICA CORP
-$681.4K
377,203
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$674.8K
66,041
+26%
减持
RTX
RTX CORPORATION
+$659.1K
70,215
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$649.3K
35,210
+128%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$638.1K
12,578
增持
ABBV
ABBVIE INC
+$576.7K
17,845
+0%
增持
MA
MASTERCARD INCORPORATED
+$536.2K
18,921
+1%
减持
—
EXXON MOBIL CORP
+$447.7K
40,346
-0%
增持
DIS
DISNEY WALT CO
-$447.0K
71,170
+6%
增持
NVO
NOVO-NORDISK A S
+$445.4K
25,730
+65%
增持
DFCF
DIMENSIONAL ETF TRUST
+$413.4K
14,917
+188%
增持
DUK
DUKE ENERGY CORP NEW
+$411.7K
25,478
+2%
减持
AMZN
AMAZON COM INC
-$403.8K
13,741
-0%
增持
CSCO
CISCO SYS INC
+$400.7K
142,525
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$388.4K
9,871
+14%
减持
NTR
NUTRIEN LTD
-$356.0K
5,100
-63%
增持
A
AGILENT TECHNOLOGIES INC
-$354.9K
48,792
+8%
增持
MRK
MERCK & CO INC
-$324.3K
73,628
+6%
增持
—
INVESCO LTD
-$322.9K
347,642
+9%
增持
TGT
TARGET CORP
-$304.6K
20,607
+13%
增持
PFE
PFIZER INC
+$286.9K
236,061
+10%
减持
AMAT
APPLIED MATLS INC
-$257.3K
14,609
-0%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$256.7K
44,212
-0%
清仓
DOW
DOW INC
-$256.2K
0
-100%
减持
IHI
ISHARES TR
-$242.9K
24,151
-17%
减持
JPM
JPMORGAN CHASE & CO.
+$231.3K
51,800
-0%
建仓
IWF
ISHARES TR
+$230.0K
637
建仓
DFAE
DIMENSIONAL ETF TRUST
+$226.4K
8,745
建仓
IAU
ISHARES GOLD TR
+$224.5K
3,808
建仓
VOO
VANGUARD INDEX FDS
+$215.0K
418
建仓
BTI
BRITISH AMERN TOB PLC
+$205.6K
4,969
清仓
—
EATON CORP PLC
-$204.4K
0
-100%
减持
—
LINDE PLC
+$191.8K
4,137
-0%
增持
BA
BOEING CO
-$177.4K
34,033
+1%
增持
NVDA
NVIDIA CORPORATION
-$175.2K
9,063
+5%
增持
FERG
FERGUSON ENTERPRISES INC
-$166.5K
17,140
+2%
增持
IWD
ISHARES TR
+$165.7K
5,927
+16%
增持
JBL
JABIL INC
-$149.6K
44,117
+3%
增持
MET
METLIFE INC
-$149.6K
114,219
+0%
减持
TFC
TRUIST FINL CORP
-$144.4K
12,384
-18%
增持
—
ICON PLC
-$142.6K
9,363
+10%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$139.3K
6,360
-1%
增持
IDE
VOYA INFRASTRUCTURE INDLS &
+$137.7K
84,169
+13%
减持
CAT
CATERPILLAR INC
-$133.7K
3,505
-1%
减持
IVV
ISHARES TR
-$129.7K
3,180
-2%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$123.0K
61,912
+3%
增持
KO
COCA COLA CO
+$121.1K
7,616
+12%
减持
JNJ
JOHNSON & JOHNSON
+$111.1K
6,550
-3%
减持
EFA
ISHARES TR
+$108.2K
18,726
-0%
增持
HD
HOME DEPOT INC
-$101.1K
4,941
+1%
减持
IWR
ISHARES TR
-$94.3K
8,397
-8%
增持
ADI
ANALOG DEVICES INC
+$92.0K
29,855
+7%
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$90.3K
30,000
+50%
增持
XNROX
NEUBERGER BERMAN REAL ESTATE
+$89.0K
56,138
+107%
增持
TJX
TJX COS INC NEW
+$87.4K
65,231
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$85.8K
5,700
+1%
减持
NKE
NIKE INC
-$84.2K
6,060
-2%
增持
ORCL
ORACLE CORP
-$83.5K
61,433
+18%
减持
GS
GOLDMAN SACHS GROUP INC
-$81.6K
2,190
-2%
增持
IEFA
ISHARES TR
+$79.7K
7,986
+7%
减持
WMT
WALMART INC
-$77.2K
22,198
-1%
减持
MCD
MCDONALDS CORP
+$63.9K
3,217
-1%
增持
MCO
MOODYS CORP
-$52.9K
11,203
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
-$51.9K
57,751
+6%
增持
IJR
ISHARES TR
-$51.4K
4,971
+0%
减持
META
META PLATFORMS INC
-$49.7K
947
-7%
增持
KMX
CARMAX INC
-$48.7K
82,906
+4%
增持
IEMG
ISHARES INC
+$44.7K
8,416
+7%
增持
QCOM
QUALCOMM INC
+$43.0K
50,258
+1%
增持
VB
VANGUARD INDEX FDS
+$39.6K
1,496
+23%
减持
CMI
CUMMINS INC
-$38.0K
963
-1%
减持
NEAR
ISHARES U S ETF TR
-$37.8K
20,180
-4%
增持
—
ACCENTURE PLC IRELAND
-$34.3K
907
+1%
减持
EEFT
EURONET WORLDWIDE INC
+$31.9K
10,134
-1%
减持
HON
HONEYWELL INTL INC
-$29.5K
1,291
-4%
增持
IJH
ISHARES TR
-$28.6K
7,355
+0%
增持
ROK
ROCKWELL AUTOMATION INC
-$24.1K
1,068
+2%
减持
EEM
ISHARES TR
-$23.4K
5,453
-13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$22.3K
11,036
+2%
减持
PG
PROCTER AND GAMBLE CO
-$20.7K
4,459
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.5K
1,262
+8%
减持
SCHO
SCHWAB STRATEGIC TR
-$11.3K
22,535
-3%
增持
VTRS
VIATRIS INC
-$10.3K
104,082
+41%
增持
PEP
PEPSICO INC
-$7.6K
6,959
+1%
增持
VO
VANGUARD INDEX FDS
-$7.5K
1,799
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.9K
3,428
+2%
减持
BCX
BLACKROCK RES & COMMODITIES
-$3.5K
11,709
-11%
减持
SHY
ISHARES TR
+$1.5K
6,490
-1%
