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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 10
增持 41
减持 68
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
FISV
FISERV INC
-$5.7M
0
-100%
减持
JBL
JABIL INC
-$4.3M
10,704
-65%
减持
DLTR
DOLLAR TREE INC
+$4.0M
155,252
-3%
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
WSC
WILLSCOT HLDGS CORP
-$4.0M
0
-100%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$3.3M
49,653
减持
GOOGL
ALPHABET INC
+$3.1M
66,004
-8%
减持
MOS
MOSAIC CO NEW
-$3.1M
190,810
-14%
减持
GOOG
ALPHABET INC
+$2.5M
79,978
-14%
增持
HON
HONEYWELL INTL INC
+$2.3M
44,899
+47%
减持
NEM
NEWMONT CORP
+$2.1M
143,804
-1%
减持
MSFT
MICROSOFT CORP
-$1.9M
40,929
-2%
增持
MRK
MERCK & CO INC
+$1.8M
79,929
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.8M
15,951
-33%
清仓
CMCSA
COMCAST CORP NEW
-$1.7M
0
-100%
减持
SONY
SONY GROUP CORP
-$1.7M
439,144
-2%
减持
MKL
MARKEL GROUP INC
+$1.4M
6,226
-1%
减持
DHR
DANAHER CORPORATION
+$1.4M
47,054
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
331,586
+7%
减持
FND
FLOOR & DECOR HLDGS INC
-$1.3M
44,934
-18%
减持
HCA
HCA HEALTHCARE INC
+$1.2M
35,271
-1%
减持
CSCO
CISCO SYS INC
+$1.2M
146,731
-0%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
+$1.2M
3,299
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.2M
13,446
-1%
减持
RTX
RTX CORPORATION
+$1.1M
72,082
-1%
减持
DEO
DIAGEO PLC
-$1.0M
64,761
-7%
减持
BAC
BANK AMERICA CORP
+$1.0M
371,522
-1%
建仓
LEN
LENNAR CORP
+$939.5K
9,139
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$927.5K
52,605
-8%
减持
ABT
ABBOTT LABS
-$917.2K
77,069
-2%
减持
—
INVESCO LTD
+$913.6K
346,777
-3%
减持
AAPL
APPLE INC
+$913.6K
76,712
-2%
建仓
BRO
BROWN & BROWN INC
+$894.5K
11,223
减持
VSH
VISHAY INTERTECHNOLOGY INC
-$831.3K
410,135
-7%
减持
ADI
ANALOG DEVICES INC
+$803.0K
31,665
-0%
减持
AMAT
APPLIED MATLS INC
+$755.1K
14,478
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$713.4K
216,132
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$690.3K
71,901
-7%
减持
NVS
NOVARTIS AG
+$675.0K
76,592
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$604.3K
363,057
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$577.8K
31,396
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$545.3K
126,630
+8%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$518.6K
10,675
减持
TJX
TJX COS INC NEW
+$517.0K
64,206
-1%
减持
MET
METLIFE INC
-$423.4K
114,319
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$411.6K
65,477
-1%
减持
A
AGILENT TECHNOLOGIES INC
+$401.2K
53,558
-0%
增持
V
VISA INC
+$379.0K
27,768
+1%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$371.5K
11,250
减持
HD
HOME DEPOT INC
-$341.8K
5,522
-0%
增持
IHI
ISHARES TR
+$339.1K
28,680
+19%
建仓
MOO
VANECK ETF TRUST
+$334.8K
4,600
减持
MCO
MOODYS CORP
+$333.9K
11,446
-1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$312.4K
113,718
+7%
增持
DFAE
DIMENSIONAL ETF TRUST
+$304.4K
53,594
+17%
减持
—
EXXON MOBIL CORP
+$287.1K
40,350
-0%
建仓
EME
EMCOR GROUP INC
+$279.0K
456
建仓
GM
GENERAL MTRS CO
+$261.9K
3,220
增持
ORLY
OREILLY AUTOMOTIVE INC
-$255.9K
16,418
+1%
增持
FERG
FERGUSON ENTERPRISES INC
+$245.6K
18,347
+7%
增持
—
ICON PLC
+$237.7K
18,815
+3%
清仓
—
UNILEVER PLC
-$237.5K
0
-100%
建仓
UL
UNILEVER PLC
+$232.7K
3,558
清仓
—
EATON CORP PLC
-$230.5K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$223.7K
1,307
减持
VTRS
VIATRIS INC
+$217.9K
110,302
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$217.8K
5,648
-1%
减持
CVX
CHEVRON CORP NEW
-$212.9K
68,349
-0%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$211.9K
43,394
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$203.2K
44,168
+10%
增持
DFCF
DIMENSIONAL ETF TRUST
+$200.7K
58,472
+9%
减持
QCOM
QUALCOMM INC
+$179.2K
50,637
-1%
减持
WMT
WALMART INC
+$173.7K
21,758
-0%
增持
—
LINDE PLC
+$167.9K
5,204
+21%
减持
AMZN
AMAZON COM INC
+$159.7K
14,353
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$158.0K
24,190
+0%
增持
DXUV
DIMENSIONAL ETF TRUST
+$157.5K
5,985
+75%
减持
GS
GOLDMAN SACHS GROUP INC
+$151.6K
2,112
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$151.2K
51,289
-1%
减持
AMGN
AMGEN INC
+$135.8K
3,635
-3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$134.2K
79,945
+0%
减持
CEG
CONSTELLATION ENERGY CORP
-$100.7K
801
-31%
减持
PM
PHILIP MORRIS INTL INC
-$100.1K
27,949
-1%
增持
BA
BOEING CO
+$98.1K
35,360
+1%
增持
LOW
LOWES COS INC
-$84.8K
64,717
+4%
减持
DIS
DISNEY WALT CO
-$78.0K
73,113
-0%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$76.0K
7,152
+9%
减持
ABBV
ABBVIE INC
-$71.4K
18,085
-0%
增持
META
META PLATFORMS INC
-$68.2K
1,136
+2%
增持
—
AON PLC
+$66.6K
22,563
+2%
减持
SLB
SLB LIMITED
-$62.1K
199,909
-11%
减持
KO
COCA COLA CO
-$54.4K
6,602
-15%
增持
BN
BROOKFIELD CORP
+$52.4K
323,584
+50%
增持
DINT
DAVIS FUNDAMENTAL ETF TR
+$45.9K
62,028
+1%
增持
NTR
NUTRIEN LTD
+$41.6K
5,525
+8%
增持
DFEM
DIMENSIONAL ETF TRUST
+$38.9K
38,198
+0%
增持
NKE
NIKE INC
-$35.7K
6,421
+1%
增持
PEP
PEPSICO INC
+$33.1K
7,110
+1%
减持
NVDA
NVIDIA CORPORATION
-$32.9K
8,002
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$32.5K
981
-2%
减持
IWD
ISHARES TR
+$31.7K
5,631
-1%
减持
LULU
LULULEMON ATHLETICA INC
-$29.8K
11,901
-15%
减持
FNB
F N B CORP
+$29.3K
30,048
-0%
减持
AXP
AMERICAN EXPRESS CO
+$28.7K
769
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$27.4K
1,735
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$24.8K
14,282
+11%
增持
—
ACCENTURE PLC IRELAND
+$23.7K
867
+2%
减持
MA
MASTERCARD INCORPORATED
-$19.2K
19,552
-1%
减持
TGT
TARGET CORP
+$19.1K
3,400
-3%
减持
IAU
ISHARES GOLD TR
+$18.9K
3,616
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$14.3K
1,140
-7%
增持
NEAR
ISHARES U S ETF TR
+$12.3K
20,447
+2%
减持
IEFA
ISHARES TR
+$11.9K
7,897
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$11.4K
22,930
+2%
增持
IJR
ISHARES TR
+$9.3K
4,933
+0%
减持
AVGO
BROADCOM INC
+$8.4K
1,173
-3%
增持
PFE
PFIZER INC
-$7.1K
17,751
+1%
增持
IJH
ISHARES TR
+$5.8K
7,360
+0%
减持
IVV
ISHARES TR
-$5.7K
3,389
-3%
增持
INTU
INTUIT
-$4.8K
466
+2%
减持
IEMG
ISHARES INC
+$4.7K
7,730
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.3K
3,412
-0%
增持
TSLA
TESLA INC
+$3.3K
564
+0%
增持
SHY
ISHARES TR
+$2.8K
6,184
+1%
减持
VB
VANGUARD INDEX FDS
+$970
1,373
-1%
清仓
—
COHEN & STEERS INFRASTRUCTUR
-$942
0
-100%
