Live Oak Investment Partners
AUSTIN TX · SEC CIK 0001822262
$1.86亿2026Q2 申报市值
93持仓数
46.4%前十大占比 · 第一大 8.1%
6 / 6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
B 新建仓+$217.65万
AWI 新建仓+$131.24万
EHC 新建仓+$96.89万
BALL 新建仓+$77.18万
VHT 加仓+$48.38万
2026Q2 卖出最多 按季末市值估算
RIO 清仓-$232.97万
OPCH 清仓-$130.91万
SKY 清仓-$98.05万
PKG 清仓-$73.81万
XLP 清仓-$63.85万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,507.47万 | 8.11% | 211,574 | 5,151 | 2.5% | $36.70万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,229.56万 | 6.62% | 242,468 | 7,782 | 3.3% | $39.46万 | 加仓 |
| PULS | PGIM ETF TR | $973.39万 | 5.24% | 196,446 | -742 | -0.4% | -$3.68万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $938.24万 | 5.05% | 266,848 | 11,341 | 4.4% | $39.87万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $885.04万 | 4.76% | 355,723 | 7,691 | 2.2% | $19.14万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $697.50万 | 3.75% | 94,513 | 2,953 | 3.2% | $21.79万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $652.91万 | 3.51% | 101,226 | -645 | -0.6% | -$4.16万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $635.73万 | 3.42% | 157,789 | 4,364 | 2.8% | $17.58万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $584.95万 | 3.15% | 51,820 | 2,132 | 4.3% | $24.07万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $514.33万 | 2.77% | 140,529 | 4,635 | 3.4% | $16.96万 | 加仓 |
| EMXC | ISHARES INC | $509.33万 | 2.74% | 49,787 | 526 | 1.1% | $5.38万 | 加仓 |
| SMLF | ISHARES TR | $508.55万 | 2.74% | 57,051 | 1,851 | 3.4% | $16.50万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $478.84万 | 2.58% | 55,287 | 2,093 | 3.9% | $18.13万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $455.09万 | 2.45% | 148,674 | 4,638 | 3.2% | $14.20万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $321.39万 | 1.73% | 3,829 | 64 | 1.7% | $5.37万 | 加仓 |
| AMZN | AMAZON COM INC | $290.27万 | 1.56% | 12,179 | 245 | 2.1% | $5.84万 | 加仓 |
| ALL | ALLSTATE CORP | $278.41万 | 1.50% | 11,701 | 488 | 4.4% | $11.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $273.73万 | 1.47% | 7,338 | 300 | 4.3% | $11.19万 | 加仓 |
| GOOG | ALPHABET INC | $272.21万 | 1.46% | 7,704 | 153 | 2.0% | $5.41万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $248.10万 | 1.34% | 17,157 | 434 | 2.6% | $6.28万 | 加仓 |
| V | VISA INC | $244.53万 | 1.32% | 7,127 | 349 | 5.1% | $11.97万 | 加仓 |
| B | BARRICK MNG CORP | $217.65万 | 1.17% | 59,256 | 59,256 | — | $217.65万 | 新建仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $213.10万 | 1.15% | 30,413 | 982 | 3.3% | $6.88万 | 加仓 |
| VHT | VANGUARD WORLD FD | $183.76万 | 0.99% | 6,146 | 1,618 | 35.7% | $48.38万 | 加仓 |
| VFH | VANGUARD WORLD FD | $182.81万 | 0.98% | 13,891 | 1,597 | 13.0% | $21.02万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $179.95万 | 0.97% | 33,523 | 1,225 | 3.8% | $6.58万 | 加仓 |
| MRK | MERCK & CO INC | $176.85万 | 0.95% | 13,763 | 126 | 0.9% | $1.62万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $174.61万 | 0.94% | 27,285 | 5,532 | 25.4% | $35.40万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $174.36万 | 0.94% | 14,867 | 3,244 | 27.9% | $38.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $171.38万 | 0.92% | 1,832 | 146 | 8.7% | $13.66万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $164.74万 | 0.89% | 8,806 | 428 | 5.1% | $8.01万 | 加仓 |
| BGC | BGC GROUP INC | $161.58万 | 0.87% | 151,148 | 10,239 | 7.3% | $10.95万 | 加仓 |
| APH | AMPHENOL CORP | $157.81万 | 0.85% | 8,950 | 859 | 10.6% | $15.15万 | 加仓 |
| AAPL | APPLE INC | $157.69万 | 0.85% | 5,450 | -96 | -1.7% | -$2.78万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $156.18万 | 0.84% | 5,809 | 408 | 7.6% | $10.97万 | 加仓 |
| DIS | DISNEY WALT CO | $151.51万 | 0.82% | 15,741 | 1,427 | 10.0% | $13.73万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $145.14万 | 0.78% | 20,889 | 1,638 | 8.5% | $11.38万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $131.24万 | 0.71% | 8,181 | 8,181 | — | $131.24万 | 新建仓 |
| IDXX | IDEXX LABS INC | $130.45万 | 0.70% | 2,478 | 176 | 7.6% | $9.27万 | 加仓 |
| — | EXXON MOBIL CORP | $119.51万 | 0.64% | 8,741 | -399 | -4.4% | -$5.46万 | 减仓 |
| TMUS | T-MOBILE US INC | $115.52万 | 0.62% | 6,887 | 625 | 10.0% | $10.48万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $111.16万 | 0.60% | 8,125 | 166 | 2.1% | $2.27万 | 加仓 |
| KO | COCA COLA CO | $106.23万 | 0.57% | 13,071 | 264 | 2.1% | $2.15万 | 加仓 |
| ESGU | ISHARES TR | $105.65万 | 0.57% | 6,455 | 147 | 2.3% | $2.41万 | 加仓 |
| RY | ROYAL BK CDA | $102.76万 | 0.55% | 4,965 | 101 | 2.1% | $2.09万 | 加仓 |
| AVGO | BROADCOM INC | $102.67万 | 0.55% | 2,718 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $96.89万 | 0.52% | 9,585 | 9,585 | — | $96.89万 | 新建仓 |
| T | AT&T INC | $96.09万 | 0.52% | 46,420 | 1,187 | 2.6% | $2.46万 | 加仓 |
| CSCO | CISCO SYS INC | $94.94万 | 0.51% | 8,083 | -732 | -8.3% | -$8.60万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $86.21万 | 0.46% | 35,536 | 1,214 | 3.5% | $2.95万 | 加仓 |
| MDT | MEDTRONIC PLC | $77.39万 | 0.42% | 9,892 | 512 | 5.5% | $4.01万 | 加仓 |
| BALL | BALL CORP | $77.18万 | 0.42% | 12,369 | 12,369 | — | $77.18万 | 新建仓 |
| CI | THE CIGNA GROUP | $76.45万 | 0.41% | 2,773 | 76 | 2.8% | $2.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $74.89万 | 0.40% | 3,743 | -174 | -4.4% | -$3.48万 | 减仓 |
| DLN | WISDOMTREE TR | $74.02万 | 0.40% | 7,685 | 321 | 4.4% | $3.09万 | 加仓 |
| UGI | UGI CORP NEW | $72.08万 | 0.39% | 20,870 | 665 | 3.3% | $2.30万 | 加仓 |
| MPC | MARATHON PETE CORP | $70.67万 | 0.38% | 2,764 | -26 | -0.9% | -$6,647 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $68.58万 | 0.37% | 5,418 | 183 | 3.5% | $2.32万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $67.43万 | 0.36% | 11,184 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $66.16万 | 0.36% | 1,876 | -17 | -0.9% | -$5,996 | 减仓 |
| GILD | GILEAD SCIENCES INC | $61.78万 | 0.33% | 4,890 | 592 | 13.8% | $7.48万 | 加仓 |
| FDX | FEDEX CORP | $61.00万 | 0.33% | 1,948 | 69 | 3.7% | $2.16万 | 加仓 |
| — | VANECK ETF TRUST | $59.68万 | 0.32% | 24,729 | 1,242 | 5.3% | $3.00万 | 加仓 |
| WMT | WALMART INC | $57.60万 | 0.31% | 5,086 | -144 | -2.8% | -$1.63万 | 减仓 |
| META | META PLATFORMS INC | $52.45万 | 0.28% | 931 | -40 | -4.1% | -$2.25万 | 减仓 |
| MGK | VANGUARD WORLD FD | $52.15万 | 0.28% | 5,932 | 87 | 1.5% | $7,648 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $48.94万 | 0.26% | 961 | 128 | 15.4% | $6.52万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.84万 | 0.25% | 15,828 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $45.79万 | 0.25% | 11,190 | -225 | -2.0% | -$9,207 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.78万 | 0.25% | 7,945 | -1,504 | -15.9% | -$8.67万 | 减仓 |
| AZO | AUTOZONE INC | $43.15万 | 0.23% | 135 | -8 | -5.6% | -$2.56万 | 减仓 |
| UNP | UNION PAC CORP | $42.92万 | 0.23% | 1,578 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $41.08万 | 0.22% | 5,753 | -320 | -5.3% | -$2.28万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $39.29万 | 0.21% | 946 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.89万 | 0.21% | 1,188 | 0 | 0.0% | — | 不变 |
| VCEB | VANGUARD WORLD FD | $31.46万 | 0.17% | 5,013 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $30.25万 | 0.16% | 5,008 | -934 | -15.7% | -$5.64万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $29.12万 | 0.16% | 5,758 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $28.99万 | 0.16% | 7,244 | 488 | 7.2% | $1.95万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $28.64万 | 0.15% | 4,902 | 96 | 2.0% | $5,608 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $28.07万 | 0.15% | 1,320 | -274 | -17.2% | -$5.83万 | 减仓 |
| IYW | ISHARES TR | $28.05万 | 0.15% | 1,112 | -96 | -7.9% | -$2.42万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.62万 | 0.15% | 942 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $25.25万 | 0.14% | 9,270 | -201 | -2.1% | -$5,475 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $23.40万 | 0.13% | 8,561 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.18万 | 0.12% | 2,422 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $22.59万 | 0.12% | 2,574 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $22.44万 | 0.12% | 9,140 | -868 | -8.7% | -$2.13万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $21.74万 | 0.12% | 10,144 | -622 | -5.8% | -$1.33万 | 减仓 |
| PSA | PUBLIC STORAGE | $20.82万 | 0.11% | 654 | -174 | -21.0% | -$5.54万 | 减仓 |
| IUSG | ISHARES TR | $20.75万 | 0.11% | 1,103 | 1,103 | — | $20.75万 | 新建仓 |
| — | AMPLIFY ETF TR | $20.69万 | 0.11% | 2,567 | 2,567 | — | $20.69万 | 新建仓 |
| HDV | ISHARES TR | $20.20万 | 0.11% | 7,370 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -24,973 | -100.0% | -$232.97万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -48,631 | -100.0% | -$130.91万 | 清仓 |
| SKY | CHAMPION HOMES INC | $0 | 0.00% | 0 | -13,184 | -100.0% | -$98.05万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -3,478 | -100.0% | -$73.81万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,788 | -100.0% | -$63.85万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,271 | -100.0% | -$25.14万 | 清仓 |