Live Oak Private Wealth LLC
WILMINGTON NC · SEC CIK 0001799877
$8.00亿2026Q2 申报市值
211持仓数
27.8%前十大占比 · 第一大 5.2%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAU 加仓+$2,071.98万
CPRT 新建仓+$707.02万
MKC 新建仓+$671.57万
DFAX 加仓+$659.17万
CLX 新建仓+$625.95万
2026Q2 卖出最多 按季末市值估算
VSH 减仓-$1,292.49万
QCOM 减仓-$990.38万
ZBH 清仓-$514.62万
HON 减仓-$505.52万
MOS 减仓-$427.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $1,178.54万 | 1.47% | 28,355 | -3,061 | -9.7% | -$127.23万 | 减仓 |
| RTX | RTX CORPORATION | $1,193.72万 | 1.49% | 62,917 | -325 | -0.5% | -$6.17万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,250.11万 | 1.56% | 261,804 | 95,575 | 57.5% | $456.37万 | 加仓 |
| BN | BROOKFIELD CORP | $1,277.96万 | 1.60% | 300,061 | -20,657 | -6.4% | -$87.98万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1,297.11万 | 1.62% | 33,268 | -1,668 | -4.8% | -$65.03万 | 减仓 |
| LOW | LOWES COS INC | $1,460.31万 | 1.83% | 66,230 | 835 | 1.3% | $18.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,491.60万 | 1.87% | 39,987 | -2,531 | -6.0% | -$94.41万 | 减仓 |
| DLTR | DOLLAR TREE INC | $1,526.26万 | 1.91% | 126,189 | -22,993 | -15.4% | -$278.10万 | 减仓 |
| CSCO | CISCO SYS INC | $1,578.87万 | 1.97% | 134,418 | -8,540 | -6.0% | -$100.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,604.61万 | 2.01% | 49,021 | -1,820 | -3.6% | -$59.57万 | 减仓 |
| GOOGL | ALPHABET INC | $1,823.71万 | 2.28% | 51,031 | -2,727 | -5.1% | -$97.46万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,877.89万 | 2.35% | 203,521 | -11,168 | -5.2% | -$103.05万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,965.61万 | 2.46% | 344,965 | -24,672 | -6.7% | -$140.58万 | 减仓 |
| GOOG | ALPHABET INC | $1,991.25万 | 2.49% | 56,357 | -3,168 | -5.3% | -$111.93万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,051.11万 | 2.56% | 556,763 | 178,929 | 47.4% | $659.17万 | 加仓 |
| AAPL | APPLE INC | $2,099.52万 | 2.63% | 72,557 | -4,270 | -5.6% | -$123.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,094.91万 | 3.87% | 61,850 | -3,536 | -5.4% | -$176.94万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,151.50万 | 5.19% | 803,153 | 400,848 | 99.6% | $2,071.98万 | 加仓 |