Live Oak Investment Partners 13F 持仓 · 2026年Q2
Live Oak Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 1.86 亿美元。前几大持仓：VEA（8.11%）、EVTR（6.62%）、PULS（5.24%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $15.1M | 8.11% | 211,574 | 增持 |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | $12.3M | 6.62% | 242,468 | 增持 |
| 3 | PULS | PGIM ETF TR | $9.7M | 5.24% | 196,446 | 减持 |
| 4 | HFSI | HARTFORD FDS EXCHANGE TRADED | $9.4M | 5.05% | 266,848 | 增持 |
| 5 | UCON | FIRST TR EXCHNG TRADED FD VI | $8.9M | 4.76% | 355,723 | 增持 |
| 6 | FTLS | FIRST TR EXCH TRADED FD III | $7.0M | 3.75% | 94,513 | 增持 |
| 7 | RSPT | INVESCO EXCHANGE TRADED FD T | $6.5M | 3.51% | 101,226 | 减持 |
| 8 | SRLN | SSGA ACTIVE ETF TR | $6.4M | 3.42% | 157,789 | 增持 |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.8M | 3.15% | 51,820 | 增持 |
| 10 | QAI | NEW YORK LIFE INVESTMENTS ET | $5.1M | 2.77% | 140,529 | 增持 |
| 11 | EMXC | ISHARES INC | $5.1M | 2.74% | 49,787 | 增持 |
| 12 | SMLF | ISHARES TR | $5.1M | 2.74% | 57,051 | 增持 |
| 13 | HYGH | ISHARES U S ETF TR | $4.8M | 2.58% | 55,287 | 增持 |
| 14 | DBMF | LITMAN GREGORY FDS TR | $4.6M | 2.45% | 148,674 | 增持 |
| 15 | STRL | STERLING INFRASTRUCTURE INC | $3.2M | 1.73% | 3,829 | 增持 |
| 16 | AMZN | AMAZON COM INC | $2.9M | 1.56% | 12,179 | 增持 |
| 17 | ALL | ALLSTATE CORP | $2.8M | 1.50% | 11,701 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $2.7M | 1.47% | 7,338 | 增持 |
| 19 | GOOG | ALPHABET INC | $2.7M | 1.46% | 7,704 | 增持 |
| 20 | BNY | BANK OF NY MELLON CORP | $2.5M | 1.34% | 17,157 | 增持 |
| 21 | V | VISA INC | $2.4M | 1.32% | 7,127 | 增持 |
| 22 | B | BARRICK MNG CORP | $2.2M | 1.17% | 59,256 | 新建仓 |
| 23 | NMM | NAVIOS MARITIME PARTNERS LP | $2.1M | 1.15% | 30,413 | 增持 |
| 24 | VHT | VANGUARD WORLD FD | $1.8M | 0.99% | 6,146 | 增持 |
| 25 | VFH | VANGUARD WORLD FD | $1.8M | 0.98% | 13,891 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR