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 |
|---|---|---|---|---|---|---|---|---|
| — | SPECIAL OPPORTUNITIES FD INC | $20.65万 | 0.03% | 15,333 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $20.28万 | 0.03% | 3,373 | -185 | -5.2% | -$1.11万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $18.14万 | 0.02% | 13,540 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $17.28万 | 0.02% | 10,891 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER R/EST SECS INC FD | $17.01万 | 0.02% | 56,138 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $13.24万 | 0.02% | 11,709 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $10.61万 | 0.01% | 10,480 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $10.07万 | 0.01% | 10,525 | 0 | 0.0% | — | 不变 |
| — | HIGH INCOME SECS FD | $9.60万 | 0.01% | 17,557 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $6.14万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME | $5.79万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -56,915 | -100.0% | -$514.62万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -10,965 | -100.0% | -$71.50万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -743 | -100.0% | -$44.91万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,373 | -100.0% | -$35.96万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -801 | -100.0% | -$22.37万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -466 | -100.0% | -$20.15万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -514,210 | -100.0% | -$3,599 | 清仓 |