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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 136 项
建仓 9
增持 67
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
ORCL
ORACLE CORP
-$11.1M
0
-100%
增持
HON
HONEYWELL INTL INC
+$6.1M
30,581
+2278%
减持
GOOG
ALPHABET INC
+$6.1M
92,746
-0%
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。
清仓
KMX
CARMAX INC
-$5.5M
0
-100%
减持
PFE
PFIZER INC
-$5.2M
17,627
-92%
减持
GOOGL
ALPHABET INC
+$4.7M
72,116
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.4M
309,194
+35%
增持
AAPL
APPLE INC
+$4.2M
78,318
+2%
建仓
WSC
WILLSCOT HLDGS CORP
+$4.0M
190,646
增持
NEM
NEWMONT CORP
+$3.8M
145,243
+0%
增持
—
INVESCO LTD
+$2.6M
357,291
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
13,645
+24%
增持
LOW
LOWES COS INC
+$2.0M
62,440
+1%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$1.9M
442,758
+46%
清仓
NVO
NOVO-NORDISK A S
-$1.9M
0
-100%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
+$1.8M
3,297
+58%
减持
TGT
TARGET CORP
-$1.8M
3,492
-84%
增持
RTX
RTX CORPORATION
+$1.7M
72,529
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.6M
106,670
+44%
增持
HCA
HCA HEALTHCARE INC
+$1.6M
35,729
+0%
减持
BAC
BANK AMERICA CORP
+$1.6M
376,054
-0%
减持
DLTR
DOLLAR TREE INC
-$1.5M
159,499
-5%
增持
SLB
SCHLUMBERGER LTD
+$1.5M
225,041
+22%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.4M
117,760
+43%
减持
BN
BROOKFIELD CORP
+$1.4M
215,761
-1%
增持
—
ICON PLC
+$1.4M
18,233
+44%
减持
TJX
TJX COS INC NEW
+$1.3M
64,658
-1%
增持
FISV
FISERV INC
-$1.3M
44,531
+9%
减持
JPM
JPMORGAN CHASE & CO.
+$1.3M
51,914
-0%
减持
SONY
SONY GROUP CORP
+$1.2M
448,248
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
23,767
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
66,284
+0%
减持
LULU
LULULEMON ATHLETICA INC
-$946.7K
14,067
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$946.1K
359,418
+2%
增持
CVX
CHEVRON CORP NEW
+$909.6K
68,452
+1%
增持
RY
ROYAL BK CDA
+$876.1K
53,889
+0%
增持
A
AGILENT TECHNOLOGIES INC
+$859.1K
53,654
+5%
减持
SCHW
SCHWAB CHARLES CORP
+$816.9K
218,711
-1%
减持
MSFT
MICROSOFT CORP
+$806.4K
41,973
-0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$734.5K
57,439
+6%
增持
DIS
DISNEY WALT CO
-$680.9K
73,328
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$667.9K
53,506
+40%
增持
NVS
NOVARTIS AG
+$613.6K
77,080
+1%
增持
MRK
MERCK & CO INC
+$579.1K
78,835
+3%
增持
PM
PHILIP MORRIS INTL INC
-$551.7K
28,256
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$504.8K
40,069
+38%
减持
CMCSA
COMCAST CORP NEW
-$478.8K
55,438
-11%
减持
DUSB
DIMENSIONAL ETF TRUST
-$475.2K
14,338
-40%
增持
MKL
MARKEL GROUP INC
-$465.0K
6,266
+1%
增持
ADI
ANALOG DEVICES INC
+$452.3K
31,683
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$450.1K
45,708
+34%
建仓
QDF
FLEXSHARES TR
+$443.2K
5,582
增持
UPS
UNITED PARCEL SERVICE INC
-$413.1K
77,117
+14%
增持
QCOM
QUALCOMM INC
+$404.5K
50,987
+1%
增持
JNJ
JOHNSON & JOHNSON
+$371.0K
7,341
+13%
增持
V
VISA INC
-$363.3K
27,416
+0%
增持
BA
BOEING CO
+$363.1K
35,117
+2%
增持
CAT
CATERPILLAR INC
+$322.4K
3,525
+1%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$298.4K
6,583
+2%
减持
AMAT
APPLIED MATLS INC
+$296.6K
14,485
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$286.6K
16,264
-0%
增持
MCO
MOODYS CORP
-$286.5K
11,571
+0%
增持
HD
HOME DEPOT INC
+$284.8K
5,533
+4%
增持
DHR
DANAHER CORPORATION
+$280.1K
47,348
+3%
增持
MET
METLIFE INC
+$278.9K
114,699
+1%
建仓
PSX
PHILLIPS 66
+$270.8K
1,991
减持
ABT
ABBOTT LABS
-$259.1K
78,939
-1%
建仓
IQDF
FLEXSHARES TR
+$252.7K
8,857
建仓
TSLA
TESLA INC
+$250.4K
563
增持
VTRS
VIATRIS INC
+$237.0K
116,701
+13%
建仓
GHC
GRAHAM HLDGS CO
+$235.5K
200
清仓
AGG
ISHARES TR
-$229.1K
0
-100%
增持
MOS
MOSAIC CO NEW
-$228.4K
222,382
+2%
清仓
PAYX
PAYCHEX INC
-$225.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$213.8K
8,175
-2%
清仓
ADBE
ADOBE INC
-$213.6K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$208.0K
610
建仓
DXUV
DIMENSIONAL ETF TRUST
+$200.3K
3,427
减持
—
EXXON MOBIL CORP
+$177.9K
40,520
-1%
增持
PG
PROCTER AND GAMBLE CO
+$167.9K
5,536
+29%
减持
IVV
ISHARES TR
+$166.4K
3,477
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$154.4K
2,141
-2%
增持
AMZN
AMAZON COM INC
+$147.8K
14,361
+5%
增持
DEO
DIAGEO PLC
+$138.5K
69,526
+8%
增持
DFIC
DIMENSIONAL ETF TRUST
+$136.3K
79,923
+0%
减持
JBL
JABIL INC
-$128.3K
30,833
-1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$125.0K
65,572
+27%
增持
DFGR
DIMENSIONAL ETF TRUST
+$124.3K
12,908
+52%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
+$121.8K
61,540
-1%
增持
—
AON PLC
+$119.1K
22,142
+2%
减持
MA
MASTERCARD INCORPORATED
+$106.4K
19,657
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$98.8K
1,734
+1%
减持
FERG
FERGUSON ENTERPRISES INC
+$97.6K
17,094
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$91.7K
38,188
+0%
减持
WMT
WALMART INC
+$84.9K
21,835
-1%
增持
PEP
PEPSICO INC
+$74.8K
7,030
+2%
减持
IHI
ISHARES TR
-$69.6K
24,023
-1%
减持
AVGO
BROADCOM INC
+$61.5K
1,205
-1%
减持
COST
COSTCO WHSL CORP NEW
-$60.5K
926
-0%
减持
—
ACCENTURE PLC IRELAND
-$59.5K
847
-6%
增持
IWD
ISHARES TR
+$54.6K
5,662
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$53.9K
11,069
+0%
减持
INTU
INTUIT
-$52.8K
459
-1%
增持
CSCO
CISCO SYS INC
+$52.3K
147,349
+2%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$51.8K
43,648
-1%
减持
SYK
STRYKER CORPORATION
-$50.0K
1,896
-0%
减持
NOC
NORTHROP GRUMMAN CORP
+$47.0K
476
-2%
减持
LLY
ELI LILLY & CO
-$45.3K
1,941
-1%
减持
IEMG
ISHARES INC
+$44.0K
7,811
-0%
增持
VB
VANGUARD INDEX FDS
+$41.8K
1,389
+6%
增持
TFC
TRUIST FINL CORP
+$41.5K
12,448
+1%
减持
IJR
ISHARES TR
+$41.2K
4,911
-1%
减持
SHY
ISHARES TR
-$38.6K
6,140
-7%
减持
IAU
ISHARES GOLD TR
+$38.3K
3,773
-0%
减持
DUK
DUKE ENERGY CORP NEW
+$36.9K
24,189
-3%
增持
KO
COCA COLA CO
+$35.8K
7,780
+15%
减持
AJG
GALLAGHER ARTHUR J & CO
-$34.0K
2,323
-1%
增持
—
LINDE PLC
+$33.1K
4,318
+0%
增持
CL
COLGATE PALMOLIVE CO
-$33.0K
3,037
+0%
减持
IEFA
ISHARES TR
+$30.1K
7,955
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$27.1K
3,423
-0%
增持
VO
VANGUARD INDEX FDS
+$26.5K
1,804
+0%
增持
IJH
ISHARES TR
+$24.1K
7,355
+0%
减持
META
META PLATFORMS INC
-$21.1K
1,114
-2%
减持
VOO
VANGUARD INDEX FDS
-$18.4K
358
-14%
减持
ITOT
ISHARES TR
+$17.0K
2,949
-3%
减持
—
UNILEVER PLC
-$13.7K
4,007
-2%
增持
FND
FLOOR & DECOR HLDGS INC
+$11.6K
54,776
+3%
减持
AXP
AMERICAN EXPRESS CO
+$9.2K
770
-0%
减持
AMGN
AMGEN INC
+$8.4K
3,735
-0%
减持
NEAR
ISHARES U S ETF TR
-$7.4K
20,136
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$3.5K
31,688
-10%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.2K
22,436
-0%
增持
EMR
EMERSON ELEC CO
+$1.3K
4,407
+2%
增持
NKE
NIKE INC
-$1.3K
6,379
+2%
建仓
—
COHEN & STEERS INFRASTRUCTUR
+$942
12,075
