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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 139 项
建仓 6
增持 74
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAU
DIMENSIONAL ETF TRUST
+$6.0M
229,853
+139%
增持
MSFT
MICROSOFT CORP
+$5.5M
42,086
+2%
增持
MOS
MOSAIC CO NEW
+$5.3M
217,670
+119%
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
DLTR
DOLLAR TREE INC
+$3.8M
167,239
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.2M
66,230
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$2.7M
219,898
-1%
减持
ORCL
ORACLE CORP
+$2.5M
50,920
-17%
增持
JPM
JPMORGAN CHASE & CO.
+$2.4M
52,058
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.3M
35,062
+39%
增持
GOOG
ALPHABET INC
+$2.3M
93,100
+2%
减持
BAC
BANK AMERICA CORP
+$2.1M
377,184
-0%
增持
DIS
DISNEY WALT CO
+$2.1M
73,195
+3%
减持
BN
BROOKFIELD CORP
+$2.0M
216,871
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
82,389
+134%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
351,803
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.7M
74,162
+93%
增持
FISV
FISERV INC
-$1.6M
40,886
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.6M
24,015
+3%
增持
CVX
CHEVRON CORP NEW
-$1.6M
67,884
+1%
增持
NEM
NEWMONT CORP
+$1.5M
144,842
+0%
增持
BA
BOEING CO
+$1.4M
34,440
+1%
减持
GOOGL
ALPHABET INC
+$1.4M
73,058
-2%
增持
HCA
HCA HEALTHCARE INC
+$1.4M
35,687
+0%
增持
ADI
ANALOG DEVICES INC
+$1.3M
30,805
+3%
增持
AAPL
APPLE INC
-$1.3M
76,896
+0%
增持
CSCO
CISCO SYS INC
+$1.2M
144,556
+1%
增持
RTX
RTX CORPORATION
+$1.2M
71,795
+2%
增持
SLB
SCHLUMBERGER LTD
-$1.1M
184,501
+5%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.1M
53,977
+1%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$1.1M
2,086
+30%
清仓
EEFT
EURONET WORLDWIDE INC
-$1.1M
0
-100%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.0M
29,036
增持
FERG
FERGUSON ENTERPRISES INC
+$995.0K
17,182
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$992.6K
38,334
+157%
减持
KMX
CARMAX INC
-$988.3K
81,413
-2%
减持
JBL
JABIL INC
+$821.4K
31,290
-29%
增持
DFAE
DIMENSIONAL ETF TRUST
+$764.7K
34,234
+291%
减持
MKL
MARKEL GROUP INC
+$758.4K
6,229
-0%
减持
NVS
NOVARTIS AG
+$722.4K
76,615
-0%
增持
—
AON PLC
-$714.7K
21,797
+2%
减持
LLY
ELI LILLY & CO
-$707.8K
1,958
-28%
增持
MA
MASTERCARD INCORPORATED
+$703.8K
19,708
+4%
清仓
VTEB
VANGUARD MUN BD FDS
-$703.5K
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$690.7K
14,520
-1%
减持
PM
PHILIP MORRIS INTL INC
+$651.5K
28,193
-0%
增持
LOW
LOWES COS INC
-$610.3K
61,589
+1%
增持
MCO
MOODYS CORP
+$582.8K
11,563
+3%
增持
EFA
ISHARES TR
+$578.9K
23,598
+26%
增持
MRK
MERCK & CO INC
-$571.4K
76,270
+4%
增持
DUSB
DIMENSIONAL ETF TRUST
+$565.2K
23,710
+89%
减持
AMAT
APPLIED MATLS INC
+$549.0K
14,579
-0%
增持
IWR
ISHARES TR
+$489.0K
13,084
+56%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$436.3K
11,038
+12%
增持
UPS
UNITED PARCEL SERVICE INC
-$409.1K
67,909
+3%
增持
—
EXXON MOBIL CORP
-$407.6K
40,731
+1%
减持
AMZN
AMAZON COM INC
+$391.1K
13,699
-0%
增持
IVV
ISHARES TR
+$373.9K
3,480
+9%
增持
ABBV
ABBVIE INC
-$369.0K
18,155
+2%
增持
QCOM
QUALCOMM INC
+$357.7K
50,721
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$353.8K
2,191
+0%
增持
—
INVESCO LTD
+$346.6K
356,393
+3%
建仓
AVGO
BROADCOM INC
+$336.0K
1,219
增持
IWM
ISHARES TR
+$335.8K
4,289
+45%
减持
NVDA
NVIDIA CORPORATION
+$329.2K
8,301
-8%
增持
A
AGILENT TECHNOLOGIES INC
+$319.7K
51,075
+5%
减持
FND
FLOOR & DECOR HLDGS INC
-$301.4K
52,993
-1%
减持
PFE
PFIZER INC
-$297.6K
234,495
-1%
增持
META
META PLATFORMS INC
+$293.4K
1,137
+20%
增持
SONY
SONY GROUP CORP
+$293.3K
449,348
+0%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$292.9K
1,213
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$291.4K
44,021
-0%
增持
V
VISA INC
+$281.4K
27,384
+2%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$247.4K
303,793
+6%
清仓
IWF
ISHARES TR
-$230.0K
0
-100%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$228.2K
8,507
增持
DHR
DANAHER CORPORATION
-$221.7K
46,102
+1%
建仓
—
EATON CORP PLC
+$219.9K
616
减持
WMT
WALMART INC
+$216.7K
22,146
-0%
建仓
GEV
GE VERNOVA INC
+$213.2K
403
增持
BLK
BLACKROCK INC
+$212.3K
1,191
+9%
减持
CAT
CATERPILLAR INC
+$203.6K
3,502
-0%
增持
—
ICON PLC
+$200.1K
12,640
+35%
减持
ABT
ABBOTT LABS
+$197.1K
79,643
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$194.5K
145
+4%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$173.7K
6,446
+1%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
+$169.3K
61,876
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$151.1K
25,055
-2%
增持
HD
HOME DEPOT INC
+$146.3K
5,338
+8%
增持
SYK
STRYKER CORPORATION
+$142.6K
1,898
+16%
增持
FINS
ANGEL OAK FINL STRATEGIES IN
+$138.0K
21,670
+104%
减持
CMCSA
COMCAST CORP NEW
-$135.3K
62,220
-3%
增持
NSC
NORFOLK SOUTHN CORP
+$132.4K
2,910
+13%
减持
PEP
PEPSICO INC
-$130.9K
6,911
-1%
增持
DEO
DIAGEO PLC
-$127.1K
64,422
+2%
增持
NVO
NOVO-NORDISK A S
+$125.7K
27,708
+8%
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$110.0K
43,000
+43%
增持
EMR
EMERSON ELEC CO
+$109.2K
4,326
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$106.7K
1,710
+1%
减持
JNJ
JOHNSON & JOHNSON
-$96.1K
6,482
-1%
增持
INTU
INTUIT
+$93.0K
465
+4%
增持
—
LINDE PLC
+$91.6K
4,301
+4%
减持
TJX
TJX COS INC NEW
+$79.6K
64,983
-0%
减持
MCD
MCDONALDS CORP
-$79.3K
3,168
-2%
减持
PG
PROCTER AND GAMBLE CO
-$77.2K
4,285
-4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$74.4K
16,275
+1574%
减持
KO
COCA COLA CO
-$65.3K
6,787
-11%
增持
NKE
NIKE INC
+$61.4K
6,279
+4%
减持
IEFA
ISHARES TR
+$60.4K
7,960
-0%
增持
IHI
ISHARES TR
+$59.2K
24,152
+0%
减持
ROK
ROCKWELL AUTOMATION INC
+$55.9K
999
-6%
增持
AJG
GALLAGHER ARTHUR J & CO
-$55.7K
2,354
+0%
增持
COST
COSTCO WHSL CORP NEW
+$48.5K
927
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$38.8K
17,808
+9%
增持
TGT
TARGET CORP
-$37.1K
21,424
+4%
减持
AXP
AMERICAN EXPRESS CO
+$37.0K
773
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$28.4K
3,424
-0%
减持
IJH
ISHARES TR
+$26.7K
7,350
-0%
减持
HON
HONEYWELL INTL INC
+$26.1K
1,286
-0%
减持
CSX
CSX CORP
+$23.8K
8,470
-1%
减持
IJR
ISHARES TR
+$22.6K
4,963
-0%
减持
VB
VANGUARD INDEX FDS
-$20.3K
1,314
-12%
减持
TFC
TRUIST FINL CORP
+$18.1K
12,274
-1%
减持
IWD
ISHARES TR
-$17.0K
5,654
-5%
减持
IEMG
ISHARES INC
+$16.7K
7,844
-7%
减持
PAYX
PAYCHEX INC
-$15.7K
1,553
-1%
减持
—
ACCENTURE PLC IRELAND
-$14.6K
898
-1%
减持
WEC
WEC ENERGY GROUP INC
-$14.6K
2,692
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$13.9K
5,692
-0%
增持
NEAR
ISHARES U S ETF TR
+$13.4K
20,351
+1%
减持
VTRS
VIATRIS INC
+$11.8K
102,836
-1%
减持
IAU
ISHARES GOLD TR
+$11.7K
3,788
-1%
增持
SHY
ISHARES TR
+$11.0K
6,613
+2%
减持
CL
COLGATE PALMOLIVE CO
-$10.4K
3,034
-1%
减持
ES
EVERSOURCE ENERGY
+$8.7K
9,148
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.5K
1,228
-3%
减持
AGG
ISHARES TR
-$6.5K
2,309
-3%
减持
—
UNILEVER PLC
+$5.9K
4,107
-0%
减持
MET
METLIFE INC
-$1.8K
114,012
-0%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.2K
22,546
+0%
