Live Oak Private Wealth LLC
WILMINGTON NC · SEC CIK 0001799877
$7.17亿2026Q1 申报市值
207持仓数
26.3%前十大占比 · 第一大 4.4%
11 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LEN 加仓+$411.84万
SUNB 新建仓+$374.83万
DFAU 加仓+$319.08万
DFSD 加仓+$251.42万
DEO 加仓+$227.75万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$586.71万
GOOGL 减仓-$352.15万
JBL 清仓-$244.07万
NEM 减仓-$224.89万
RTX 减仓-$170.52万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $71.50万 | 0.10% | 10,965 | -258 | -2.3% | -$1.68万 | 减仓 |
| META | META PLATFORMS INC | $78.04万 | 0.11% | 1,364 | 228 | 20.1% | $13.04万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $80.25万 | 0.11% | 17,716 | -92 | -0.5% | -$4,168 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $83.52万 | 0.12% | 2,910 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $88.01万 | 0.12% | 158,585 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $91.27万 | 0.13% | 916 | -10 | -1.1% | -$9,964 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $95.13万 | 0.13% | 103,295 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $96.51万 | 0.13% | 19,031 | 4,693 | 32.7% | $23.80万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $97.88万 | 0.14% | 19,254 | -1,193 | -5.8% | -$6.06万 | 减仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $105.04万 | 0.15% | 84,169 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $106.37万 | 0.15% | 4,289 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $108.36万 | 0.15% | 6,978 | -132 | -1.9% | -$2.05万 | 减仓 |
| BUSA | 2023 ETF SERIES TRUST | $110.32万 | 0.15% | 29,801 | 29,801 | — | $110.32万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.17万 | 0.16% | 1,725 | -10 | -0.6% | -$6,502 | 减仓 |
| BLK | BLACKROCK INC | $114.54万 | 0.16% | 1,191 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $114.76万 | 0.16% | 5,648 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $115.33万 | 0.16% | 3,711 | 543 | 17.1% | $16.88万 | 加仓 |
| IWD | ISHARES TR | $120.23万 | 0.17% | 5,627 | -4 | -0.1% | -$855 | 减仓 |
| AMGN | AMGEN INC | $127.09万 | 0.18% | 3,612 | -23 | -0.6% | -$8,093 | 减仓 |
| IWR | ISHARES TR | $127.22万 | 0.18% | 13,084 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $134.98万 | 0.19% | 39,067 | 869 | 2.3% | $3.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $140.41万 | 0.20% | 8,051 | 49 | 0.6% | $8,546 | 加仓 |
| VTRS | VIATRIS INC | $143.77万 | 0.20% | 106,416 | -3,886 | -3.5% | -$5.25万 | 减仓 |
| IHI | ISHARES TR | $143.94万 | 0.20% | 26,981 | -1,699 | -5.9% | -$9.06万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $150.48万 | 0.21% | 16,302 | -116 | -0.7% | -$1.07万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $154.12万 | 0.21% | 29,161 | -20,492 | -41.3% | -$108.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $163.46万 | 0.23% | 1,932 | -180 | -8.5% | -$15.23万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $165.40万 | 0.23% | 61,452 | -576 | -0.9% | -$1.55万 | 减仓 |
| LLY | ELI LILLY & CO | $177.15万 | 0.25% | 1,926 | -15 | -0.8% | -$1.38万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $178.30万 | 0.25% | 11,646 | -255 | -2.1% | -$3.90万 | 减仓 |
| HD | HOME DEPOT INC | $181.09万 | 0.25% | 5,506 | -16 | -0.3% | -$5,262 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $182.47万 | 0.25% | 7,465 | 124 | 1.7% | $3.03万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $185.81万 | 0.26% | 92,351 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $191.73万 | 0.27% | 43,133 | -261 | -0.6% | -$1.16万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $211.56万 | 0.29% | 41,646 | -3,288 | -7.3% | -$16.70万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.30% | 3 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $221.89万 | 0.31% | 7,633 | 481 | 6.7% | $13.98万 | 加仓 |
| IVV | ISHARES TR | $222.76万 | 0.31% | 3,410 | 21 | 0.6% | $1.37万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $227.85万 | 0.32% | 67,291 | 13,697 | 25.6% | $46.38万 | 加仓 |
| EFA | ISHARES TR | $229.21万 | 0.32% | 23,598 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $230.42万 | 0.32% | 20,822 | 2,007 | 10.7% | $22.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $233.07万 | 0.32% | 59,978 | 15,810 | 35.8% | $61.44万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $245.66万 | 0.34% | 91,222 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $248.32万 | 0.35% | 3,505 | -20 | -0.6% | -$1.42万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $254.15万 | 0.35% | 102,602 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $266.03万 | 0.37% | 21,406 | -352 | -1.6% | -$4.37万 | 减仓 |
| LIN | LINDE PLC | $268.60万 | 0.37% | 5,418 | 214 | 4.1% | $10.61万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $287.94万 | 0.40% | 514,176 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $292.23万 | 0.41% | 82,248 | 2,303 | 2.9% | $8.18万 | 加仓 |
| AMZN | AMAZON COM INC | $301.76万 | 0.42% | 14,489 | 136 | 0.9% | $2.83万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $304.68万 | 0.42% | 23,269 | -921 | -3.8% | -$12.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $360.65万 | 0.50% | 57,751 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $374.83万 | 0.52% | 57,586 | 57,586 | — | $374.83万 | 新建仓 |
| ABBV | ABBVIE INC | $388.81万 | 0.54% | 17,877 | -208 | -1.2% | -$4.52万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $401.11万 | 0.56% | 95,005 | 36,533 | 62.5% | $154.24万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $449.68万 | 0.63% | 19,278 | 931 | 5.1% | $21.72万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $464.47万 | 0.65% | 28,092 | 143 | 0.5% | $2.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $488.03万 | 0.68% | 14,279 | -199 | -1.4% | -$6.80万 | 减仓 |
| LEN | LENNAR CORP | $491.20万 | 0.68% | 56,564 | 47,425 | 518.9% | $411.84万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $514.62万 | 0.72% | 56,915 | 4,310 | 8.2% | $38.97万 | 加仓 |
| MCO | MOODYS CORP | $514.75万 | 0.72% | 11,799 | 353 | 3.1% | $15.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $535.79万 | 0.75% | 15,854 | -97 | -0.6% | -$3.28万 | 减仓 |
| MOS | MOSAIC CO | $548.79万 | 0.77% | 215,211 | 24,401 | 12.8% | $62.22万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $573.99万 | 0.80% | 147,329 | 20,699 | 16.3% | $80.64万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $653.09万 | 0.91% | 3,465 | 166 | 5.0% | $31.29万 | 加仓 |
| — | EXXON MOBIL CORP | $670.15万 | 0.93% | 39,500 | -850 | -2.1% | -$14.42万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $683.48万 | 0.95% | 13,905 | 459 | 3.4% | $22.56万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $687.07万 | 0.96% | 60,280 | 6,722 | 12.6% | $76.62万 | 加仓 |
| DEO | DIAGEO PLC | $709.90万 | 0.99% | 95,352 | 30,591 | 47.2% | $227.75万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $723.61万 | 1.01% | 73,552 | 1,651 | 2.3% | $16.24万 | 加仓 |
| BA | BOEING CO | $726.82万 | 1.01% | 36,518 | 1,158 | 3.3% | $23.05万 | 加仓 |
| AON | AON PLC | $740.62万 | 1.03% | 22,945 | 382 | 1.7% | $12.33万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $744.74万 | 1.04% | 413,745 | 3,610 | 0.9% | $6.50万 | 加仓 |
| QCOM | QUALCOMM INC | $744.88万 | 1.04% | 57,842 | 7,205 | 14.2% | $92.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $787.88万 | 1.10% | 76,739 | -330 | -0.4% | -$3.39万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $795.90万 | 1.11% | 166,229 | 52,511 | 46.2% | $251.42万 | 加仓 |
| IVZ | INVESCO LTD | $822.89万 | 1.15% | 338,777 | -8,000 | -2.3% | -$19.43万 | 减仓 |
| MET | METLIFE INC | $829.20万 | 1.16% | 117,251 | 2,932 | 2.6% | $20.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $850.08万 | 1.19% | 31,416 | 20 | 0.1% | $5,412 | 加仓 |
| V | VISA INC | $861.81万 | 1.20% | 28,514 | 746 | 2.7% | $22.55万 | 加仓 |
| RY | ROYAL BK CDA | $871.82万 | 1.22% | 53,889 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $879.20万 | 1.23% | 91,222 | 18,109 | 24.8% | $174.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $893.10万 | 1.25% | 47,104 | 50 | 0.1% | $9,480 | 加仓 |
| SONY | SONY GROUP CORP | $940.44万 | 1.31% | 454,318 | 15,174 | 3.5% | $31.41万 | 加仓 |
| MRK | MERCK & CO INC | $954.36万 | 1.33% | 79,338 | -591 | -0.7% | -$7.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $980.14万 | 1.37% | 19,616 | 64 | 0.3% | $3.20万 | 加仓 |
| ADI | ANALOG DEVICES INC | $995.70万 | 1.39% | 31,298 | -367 | -1.2% | -$11.68万 | 减仓 |
| SLB | SLB LIMITED | $1,014.56万 | 1.41% | 197,423 | -2,486 | -1.2% | -$12.78万 | 减仓 |
| — | HONEYWELL INTL INC | $1,017.90万 | 1.42% | 45,034 | 135 | 0.3% | $3.05万 | 加仓 |
| TJX | TJX COS INC NEW | $1,028.68万 | 1.43% | 64,413 | 207 | 0.3% | $3.31万 | 加仓 |
| CSCO | CISCO SYS INC | $1,109.21万 | 1.55% | 142,958 | -3,773 | -2.6% | -$29.27万 | 减仓 |
| NVS | NOVARTIS AG | $1,150.79万 | 1.60% | 75,338 | -1,254 | -1.6% | -$19.15万 | 减仓 |
| MKL | MARKEL GROUP INC | $1,180.41万 | 1.65% | 6,167 | -59 | -0.9% | -$11.29万 | 减仓 |
| RTX | RTX CORPORATION | $1,219.93万 | 1.70% | 63,242 | -8,840 | -12.3% | -$170.52万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,283.50万 | 1.79% | 377,834 | 14,777 | 4.1% | $50.20万 | 加仓 |
| BN | BROOKFIELD CORP | $1,297.95万 | 1.81% | 320,718 | -2,866 | -0.9% | -$11.60万 | 减仓 |
| NEM | NEWMONT CORP | $1,331.79万 | 1.86% | 123,029 | -20,775 | -14.4% | -$224.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,409.15万 | 1.96% | 68,108 | -241 | -0.4% | -$4.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,495.54万 | 2.08% | 50,841 | -448 | -0.9% | -$13.18万 | 减仓 |
| LOW | LOWES COS INC | $1,545.15万 | 2.15% | 65,395 | 678 | 1.0% | $16.02万 | 加仓 |