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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 140 项
建仓 13
增持 62
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
GOOG
ALPHABET INC
-$8.0M
59,525
-26%
减持
GOOGL
ALPHABET INC
-$5.2M
53,758
-19%
增持
MSFT
MICROSOFT CORP
-$4.1M
42,518
+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。
增持
LEN
LENNAR CORP
+$4.0M
56,564
+519%
建仓
SUNB
SUNBELT RENTALS HOLDINGS INC
+$3.7M
57,586
减持
CVX
CHEVRON CORPORATION
+$3.7M
68,108
-0%
减持
DLTR
DOLLAR TREE INC
-$2.8M
149,182
-4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.6M
402,305
+21%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.5M
166,229
+46%
减持
SLB
SLB LIMITED
+$2.5M
197,423
-1%
清仓
JBL
JABIL INC
-$2.4M
0
-100%
减持
BAC
BANK AMERICA CORP
-$2.4M
369,637
-1%
减持
BN
BROOKFIELD CORP
-$1.9M
320,718
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
31,416
+0%
减持
—
EXXON MOBIL CORP
+$1.8M
39,500
-2%
增持
DHR
DANAHER CORP DEL
-$1.8M
47,104
+0%
增持
SONY
SONY GROUP CORP
-$1.8M
454,318
+3%
减持
ABT
ABBOTT LABORATORIES
-$1.8M
76,739
-0%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$1.7M
29,161
-41%
减持
MKL
MARKEL GROUP INC
-$1.6M
6,167
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
65,386
-0%
减持
JPM
JPMORGAN CHASE & CO
-$1.6M
50,841
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.5M
95,005
+62%
增持
DEO
DIAGEO PLC
+$1.5M
95,352
+47%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$1.5M
413,745
+1%
增持
HON
HONEYWELL INTL INC
+$1.4M
45,034
+0%
减持
SCHW
SCHWAB CHARLES CORP
-$1.4M
214,689
-1%
减持
ADI
ANALOG DEVICES INC
+$1.4M
31,298
-1%
增持
MA
MASTERCARD INCORPORATED
-$1.4M
19,616
+0%
增持
AAPL
APPLE INC
-$1.4M
76,827
+0%
增持
QCOM
QUALCOMM INC
-$1.2M
57,842
+14%
减持
AMAT
APPLIED MATLS INC
+$1.2M
14,279
-1%
减持
MRK
MERCK & CO INC
+$1.1M
79,338
-1%
增持
—
ICON PLC
-$1.1M
20,822
+11%
增持
V
VISA INC
-$1.1M
28,514
+3%
建仓
BUSA
2023 ETF SERIES TRUST
+$1.1M
29,801
减持
NEM
NEWMONT CORP
-$1.0M
123,029
-14%
减持
RTX
RTX CORPORATION
-$1.0M
63,242
-12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$956.6K
13,905
+3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$952.1K
377,834
+4%
减持
NVS
NOVARTIS AG
+$948.1K
75,338
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$914.1K
147,329
+16%
增持
MOS
MOSAIC CO
+$891.3K
215,211
+13%
减持
—
INVESCO LTD
-$881.0K
338,777
-2%
增持
MET
METLIFE INC
-$732.4K
117,251
+3%
增持
MCO
MOODYS CORP
-$699.8K
11,799
+3%
减持
LULU
LULULEMON ATHLETICA INC
-$690.1K
11,646
-2%
建仓
TROW
PRICE T ROWE GROUP INC
+$685.2K
7,601
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$650.7K
19,327
减持
FND
FLOOR & DECOR HLDGS INC
-$620.4K
41,646
-7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$582.1K
59,978
+36%
增持
—
AON PLC
-$555.8K
22,945
+2%
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
-$549.7K
3,465
+5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$532.9K
67,291
+26%
清仓
SOLS
SOLSTICE ADVANCED MATLS INC
-$518.6K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$510.5K
15,854
-1%
增持
DIS
DISNEY WALT CO
+$473.9K
91,222
+25%
增持
—
LINDE PLC
+$467.1K
5,418
+4%
减持
CAT
CATERPILLAR INC
+$463.8K
3,505
-1%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$460.7K
2,929
建仓
LMT
LOCKHEED MARTIN CORP
+$449.1K
743
增持
TJX
TJX COS INC NEW
+$424.2K
64,413
+0%
增持
A
AGILENT TECHNOLOGIES INC
-$417.0K
60,280
+13%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$416.0K
56,915
+8%
增持
FERG
FERGUSON ENTERPRISES INC
+$412.2K
19,278
+5%
增持
BA
BOEING CO
-$409.2K
36,518
+3%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$356.1K
43,133
-1%
建仓
—
ALCON AG
+$354.7K
4,708
减持
IHI
ISHARES TR
-$343.0K
26,981
-6%
减持
LLY
ELI LILLY & CO
-$314.5K
1,926
-1%
增持
JNJ
JOHNSON & JOHNSON
+$305.5K
7,465
+2%
增持
AMZN
AMAZON COM INC
-$295.3K
14,489
+1%
减持
ABBV
ABBVIE INC
-$244.2K
17,877
-1%
增持
DUSB
DIMENSIONAL ETF TRUST
+$238.8K
19,031
+33%
减持
WMT
WALMART INC
+$236.3K
21,406
-2%
清仓
—
ACCENTURE PLC IRELAND
-$232.6K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$221.9K
1,932
-9%
清仓
XAWPX
ABRDN GLOBAL PREMIER PPTYS F
-$217.7K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$211.5K
23,269
-4%
减持
CSCO
CISCO SYS INC
-$210.3K
142,958
-3%
建仓
—
EATON CORP PLC
+$208.9K
584
建仓
AWP
ABRDN GLOBAL PREMIER PPTYS F
+$208.8K
18,896
建仓
GE
GE AEROSPACE
+$204.9K
722
建仓
GLW
CORNING INC
+$202.7K
1,491
增持
DXUV
DIMENSIONAL ETF TRUST
+$192.7K
9,275
+55%
增持
MCD
MCDONALDS CORP
+$185.1K
3,711
+17%
减持
BRO
BROWN & BROWN INC
-$179.4K
10,965
-2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$167.4K
82,248
+3%
增持
PM
PHILIP MORRIS INTL INC
+$161.7K
28,092
+1%
增持
GEV
GE VERNOVA INC
+$155.6K
480
+19%
增持
LOW
LOWES COS INC
-$155.6K
65,395
+1%
增持
PSX
PHILLIPS 66
+$153.7K
2,254
+13%
增持
DFGR
DIMENSIONAL ETF TRUST
+$134.5K
19,257
+35%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$131.2K
7,633
+7%
减持
AJG
GALLAGHER ARTHUR J & CO
-$114.9K
2,245
-3%
减持
COST
COSTCO WHOLESALE CORPORATION
+$114.2K
916
-1%
减持
DINT
DAVIS FUNDAMENTAL ETF TR
-$113.8K
61,452
-1%
增持
UPS
UNITED PARCEL SVCS INC
+$104.2K
73,552
+2%
建仓
PCF
HIGH INCOME SECS FD
+$96.9K
17,557
增持
IVV
ISHARES TR
-$93.8K
3,410
+1%
减持
HD
HOME DEPOT INC
-$89.3K
5,506
-0%
增持
NVDA
NVIDIA CORPORATION
-$88.3K
8,051
+1%
减持
TSCO
TRACTOR SUPPLY CO
-$88.0K
17,716
-1%
减持
PG
PROCTER & GAMBLE CO
-$87.6K
4,886
-12%
增持
DFEM
DIMENSIONAL ETF TRUST
+$86.2K
39,067
+2%
减持
AMGN
AMGEN INC
+$81.1K
3,612
-1%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$77.5K
8,295
-26%
减持
SCHO
SCHWAB STRATEGIC TR
-$72.0K
20,058
-13%
减持
HCA
HCA HEALTHCARE INC
+$66.7K
34,936
-1%
减持
NEAR
ISHARES U S ETF TR
-$66.1K
19,254
-6%
减持
TGT
TARGET CORP
+$64.5K
3,274
-4%
减持
VTRS
VIATRIS INC
+$64.4K
106,416
-4%
减持
PEP
PEPSICO INC
+$63.1K
6,978
-2%
增持
LRCX
LAM RESEARCH CORP
+$61.5K
1,335
+2%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$61.2K
1,725
-1%
增持
KO
COCA COLA CO
+$52.3K
6,757
+2%
减持
SYK
STRYKER CORPORATION
-$50.3K
1,875
-1%
减持
PFE
PFIZER INC
+$46.4K
17,394
-2%
增持
SO
SOUTHERN CO
+$46.3K
4,029
+3%
增持
AVGO
BROADCOM INC
-$36.7K
1,193
+2%
减持
NTR
NUTRIEN LTD
+$36.3K
5,000
-10%
增持
META
META PLATFORMS INC
+$30.5K
1,364
+20%
增持
ES
EVERSOURCE ENERGY
+$25.9K
9,265
+1%
减持
IJR
ISHARES TR
+$19.8K
4,928
-0%
减持
CL
COLGATE PALMOLIVE CO
+$18.6K
3,034
-0%
减持
IWD
ISHARES TR
+$17.9K
5,627
-0%
增持
ITOT
ISHARES TR
-$17.6K
2,955
+0%
增持
IJH
ISHARES TR
+$13.9K
7,399
+1%
减持
IAU
ISHARES GOLD TR
+$12.8K
3,474
-4%
增持
VOO
VANGUARD INDEX FDS
+$9.1K
391
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.1K
3,453
+1%
增持
TSLA
TESLA INC
+$8.8K
706
+25%
减持
IEMG
ISHARES INC
+$8.3K
7,568
-2%
增持
EMR
EMERSON ELEC CO
-$7.5K
4,408
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$7.4K
16,302
-1%
增持
SPE
SPECIAL OPPORTUNITIES FD INC
-$7.2K
15,333
+3%
减持
HII
HUNTINGTON INGALLS INDS INC
+$6.5K
1,103
-9%
建仓
GAB-R
GABELLI EQUITY TR INC
+$3.6K
514,210
减持
IEFA
ISHARES TR
+$2.6K
7,832
-1%
减持
EME
EMCOR GROUP INC
+$105
378
-17%
