Live Oak Investment Partners
AUSTIN TX · SEC CIK 0001822262
$1.69亿2026Q1 申报市值
93持仓数
46.9%前十大占比 · 第一大 7.8%
12 / 5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
RSPT 重新持有+$411.39万
EVTR 加仓+$342.47万
HFSI 加仓+$270.07万
COST 新建仓+$168.00万
STRL 新建仓+$153.34万
2026Q1 卖出最多 按季末市值估算
VGT 清仓-$424.84万
EXXON MOBIL CORP 减仓-$240.14万
PULS 减仓-$165.36万
MRK 减仓-$153.91万
AAPL 减仓-$133.03万
2026Q1 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 | $1,322.76万 | 7.81% | 206,423 | 7,143 | 3.6% | $45.77万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,191.03万 | 7.03% | 234,686 | 67,481 | 40.4% | $342.47万 | 加仓 |
| PULS | PGIM ETF TR | $976.08万 | 5.76% | 197,188 | -33,405 | -14.5% | -$165.36万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $887.12万 | 5.24% | 255,507 | 77,784 | 43.8% | $270.07万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $862.07万 | 5.09% | 348,032 | 16,192 | 4.9% | $40.11万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $644.22万 | 3.80% | 91,560 | 4,185 | 4.8% | $29.45万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $615.85万 | 3.64% | 153,425 | -658 | -0.4% | -$2.64万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $513.63万 | 3.03% | 49,688 | 2,241 | 4.7% | $23.17万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $463.67万 | 2.74% | 135,894 | 5,720 | 4.4% | $19.52万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $461.07万 | 2.72% | 101,871 | 90,895 | 828.1% | $411.39万 | 重新持有 |
| HYGH | ISHARES U S ETF TR | $455.40万 | 2.69% | 53,194 | 13,374 | 33.6% | $114.50万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $434.27万 | 2.56% | 144,036 | 6,014 | 4.4% | $18.13万 | 加仓 |
| SMLF | ISHARES TR | $416.71万 | 2.46% | 55,200 | 1,064 | 2.0% | $8.03万 | 加仓 |
| EMXC | ISHARES INC | $387.49万 | 2.29% | 49,261 | 1,967 | 4.2% | $15.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $260.53万 | 1.54% | 7,038 | 1,247 | 21.5% | $46.16万 | 加仓 |
| AMZN | AMAZON COM INC | $248.55万 | 1.47% | 11,934 | -814 | -6.4% | -$16.95万 | 减仓 |
| RIO | RIO TINTO PLC | $232.97万 | 1.38% | 24,973 | 2,263 | 10.0% | $21.11万 | 加仓 |
| ALL | ALLSTATE CORP | $232.48万 | 1.37% | 11,213 | 2,515 | 28.9% | $52.14万 | 加仓 |
| GOOG | ALPHABET INC | $216.61万 | 1.28% | 7,551 | -1,165 | -13.4% | -$33.42万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $213.52万 | 1.26% | 32,298 | -2,439 | -7.0% | -$16.12万 | 减仓 |
| V | VISA INC | $204.87万 | 1.21% | 6,778 | 1,728 | 34.2% | $52.23万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $198.60万 | 1.17% | 29,431 | -2,849 | -8.8% | -$19.23万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $198.39万 | 1.17% | 16,723 | -1,728 | -9.4% | -$20.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $168.00万 | 0.99% | 1,686 | 1,686 | — | $168.00万 | 新建仓 |
| MRK | MERCK & CO INC | $164.04万 | 0.97% | 13,637 | -12,795 | -48.4% | -$153.91万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $158.10万 | 0.93% | 8,378 | 411 | 5.2% | $7.76万 | 加仓 |
| — | EXXON MOBIL CORP | $155.07万 | 0.92% | 9,140 | -14,154 | -60.8% | -$240.14万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $153.34万 | 0.91% | 3,765 | 3,765 | — | $153.34万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $148.52万 | 0.88% | 12,294 | -663 | -5.1% | -$8.01万 | 减仓 |
| AAPL | APPLE INC | $140.75万 | 0.83% | 5,546 | -5,242 | -48.6% | -$133.03万 | 减仓 |
| DIS | DISNEY WALT CO | $137.96万 | 0.81% | 14,314 | 14,314 | — | $137.96万 | 新建仓 |
| BGC | BGC GROUP INC | $137.81万 | 0.81% | 140,909 | 140,909 | — | $137.81万 | 新建仓 |
| TMUS | T-MOBILE US INC | $131.52万 | 0.78% | 6,262 | 6,262 | — | $131.52万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $131.13万 | 0.77% | 19,251 | 1,753 | 10.0% | $11.94万 | 加仓 |
| T | AT&T INC | $131.13万 | 0.77% | 45,233 | 2,501 | 5.9% | $7.25万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $130.91万 | 0.77% | 48,631 | -230 | -0.5% | -$6,192 | 减仓 |
| IDXX | IDEXX LABS INC | $129.35万 | 0.76% | 2,302 | 198 | 9.4% | $11.13万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $126.66万 | 0.75% | 11,623 | 1,285 | 12.4% | $14.00万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $125.25万 | 0.74% | 21,753 | -2,105 | -8.8% | -$12.12万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $124.47万 | 0.73% | 5,401 | 5,401 | — | $124.47万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $123.30万 | 0.73% | 4,528 | -443 | -8.9% | -$12.06万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $104.32万 | 0.62% | 7,959 | -11 | -0.1% | -$1,442 | 减仓 |
| APH | AMPHENOL CORP | $102.23万 | 0.60% | 8,091 | 8,091 | — | $102.23万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $98.05万 | 0.58% | 13,184 | 13,184 | — | $98.05万 | 新建仓 |
| KO | COCA COLA CO | $97.40万 | 0.57% | 12,807 | 693 | 5.7% | $5.27万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $96.00万 | 0.57% | 34,322 | 34,322 | — | $96.00万 | 新建仓 |
| ESGU | ISHARES TR | $89.21万 | 0.53% | 6,308 | -540 | -7.9% | -$7.64万 | 减仓 |
| AVGO | BROADCOM INC | $84.12万 | 0.50% | 2,718 | 54 | 2.0% | $1.67万 | 加仓 |
| MDT | MEDTRONIC PLC | $81.28万 | 0.48% | 9,380 | 584 | 6.6% | $5.06万 | 加仓 |
| RY | ROYAL BK CDA | $78.69万 | 0.46% | 4,864 | 480 | 10.9% | $7.77万 | 加仓 |
| PKG | PACKAGING CORP AMER | $73.81万 | 0.44% | 3,478 | -76 | -2.1% | -$1.61万 | 减仓 |
| UGI | UGI CORP NEW | $73.59万 | 0.43% | 20,205 | 2,124 | 11.7% | $7.74万 | 加仓 |
| CI | THE CIGNA GROUP | $71.94万 | 0.42% | 2,697 | 328 | 13.8% | $8.75万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $68.55万 | 0.40% | 5,235 | 958 | 22.4% | $12.54万 | 加仓 |
| CSCO | CISCO SYS INC | $68.40万 | 0.40% | 8,815 | -7,284 | -45.2% | -$56.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $68.31万 | 0.40% | 3,917 | -7,567 | -65.9% | -$131.97万 | 减仓 |
| MPC | MARATHON PETE CORP | $68.13万 | 0.40% | 2,790 | -123 | -4.2% | -$3.00万 | 减仓 |
| FDX | FEDEX CORP | $66.93万 | 0.40% | 1,879 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $65.78万 | 0.39% | 7,364 | 742 | 11.2% | $6.63万 | 加仓 |
| WMT | WALMART INC | $65.00万 | 0.38% | 5,230 | -414 | -7.3% | -$5.15万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $63.85万 | 0.38% | 7,788 | 249 | 3.3% | $2.04万 | 加仓 |
| HD | HOME DEPOT INC | $62.26万 | 0.37% | 1,893 | -206 | -9.8% | -$6.78万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $61.78万 | 0.36% | 11,184 | -4,810 | -30.1% | -$26.57万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $59.90万 | 0.35% | 4,298 | 4,298 | — | $59.90万 | 新建仓 |
| NFLX | NETFLIX INC | $58.39万 | 0.34% | 6,073 | -12,910 | -68.0% | -$124.13万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $57.31万 | 0.34% | 9,449 | -10,498 | -52.6% | -$63.67万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $56.83万 | 0.34% | 833 | 833 | — | $56.83万 | 新建仓 |
| — | VANECK ETF TRUST | $56.27万 | 0.33% | 23,487 | 6,908 | 41.7% | $16.55万 | 加仓 |
| META | META PLATFORMS INC | $55.56万 | 0.33% | 971 | -1,837 | -65.4% | -$105.11万 | 减仓 |
| AZO | AUTOZONE INC | $48.30万 | 0.29% | 143 | -292 | -67.1% | -$98.63万 | 减仓 |
| ORI | OLD REP INTL CORP | $45.55万 | 0.27% | 11,415 | -14,612 | -56.1% | -$58.30万 | 减仓 |
| MGK | VANGUARD WORLD FD | $42.95万 | 0.25% | 1,169 | 20 | 1.7% | $7,349 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $41.05万 | 0.24% | 946 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $39.73万 | 0.23% | 15,828 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $38.29万 | 0.23% | 1,578 | -11 | -0.7% | -$2,669 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $34.95万 | 0.21% | 1,188 | -221 | -15.7% | -$6.50万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $32.54万 | 0.19% | 1,594 | -2,971 | -65.1% | -$60.66万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $31.50万 | 0.19% | 5,013 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $30.90万 | 0.18% | 5,942 | -10,138 | -63.0% | -$52.73万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $29.14万 | 0.17% | 5,758 | -11,371 | -66.4% | -$57.55万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $28.73万 | 0.17% | 10,008 | -32,547 | -76.5% | -$93.44万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $28.39万 | 0.17% | 4,806 | -70 | -1.4% | -$4,135 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.36万 | 0.16% | 942 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $25.31万 | 0.15% | 9,471 | 9,471 | — | $25.31万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $25.14万 | 0.15% | 1,271 | -2,545 | -66.7% | -$50.34万 | 减仓 |
| NUDM | NUSHARES ETF TR | $24.40万 | 0.14% | 6,756 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.91万 | 0.14% | 2,574 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.38万 | 0.14% | 2,422 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $23.31万 | 0.14% | 8,561 | 541 | 6.7% | $1.47万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $23.11万 | 0.14% | 10,766 | 99 | 0.9% | $2,125 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $22.43万 | 0.13% | 828 | -1,363 | -62.2% | -$36.92万 | 减仓 |
| IYW | ISHARES TR | $21.92万 | 0.13% | 1,208 | 8 | 0.7% | $1,451 | 加仓 |
| HDV | ISHARES TR | $20.01万 | 0.12% | 1,474 | -4,880 | -76.8% | -$66.23万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,636 | -100.0% | -$424.84万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -3,947 | -100.0% | -$72.63万 | 清仓 |
| EMNT | PIMCO ETF TR | $0 | 0.00% | 0 | -3,442 | -100.0% | -$33.93万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -2,499 | -100.0% | -$25.59万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,265 | -100.0% | -$23.46万 | 清仓 |