Live Oak Private Wealth LLC 13F 持仓 · 2026年Q2
Live Oak Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 211 只证券，申报市值合计 8.00 亿美元。前几大持仓：DFAU（5.19%）、BRKB（3.87%）、AAPL（2.63%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $41.5M | 5.19% | 803,153 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.9M | 3.87% | 61,850 | 减持 |
| 3 | AAPL | APPLE INC | $21.0M | 2.63% | 72,557 | 减持 |
| 4 | DFAX | DIMENSIONAL ETF TRUST | $20.5M | 2.56% | 556,763 | 增持 |
| 5 | GOOG | ALPHABET INC | $19.9M | 2.49% | 56,357 | 减持 |
| 6 | BAC | BANK OF AMER CORP | $19.7M | 2.46% | 344,965 | 减持 |
| 7 | SCHW | SCHWAB CHARLES CORP | $18.8M | 2.35% | 203,521 | 减持 |
| 8 | GOOGL | ALPHABET INC | $18.2M | 2.28% | 51,031 | 减持 |
| 9 | JPM | JPMORGAN CHASE & CO | $16.0M | 2.01% | 49,021 | 减持 |
| 10 | CSCO | CISCO SYS INC | $15.8M | 1.97% | 134,418 | 减持 |
| 11 | DLTR | DOLLAR TREE INC | $15.3M | 1.91% | 126,189 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $14.9M | 1.87% | 39,987 | 减持 |
| 13 | LOW | LOWES COS INC | $14.6M | 1.83% | 66,230 | 增持 |
| 14 | HCA | HCA HEALTHCARE INC | $13.0M | 1.62% | 33,268 | 减持 |
| 15 | BN | BROOKFIELD CORP | $12.8M | 1.60% | 300,061 | 减持 |
| 16 | DFSD | DIMENSIONAL ETF TRUST | $12.5M | 1.56% | 261,804 | 增持 |
| 17 | RTX | RTX CORPORATION | $11.9M | 1.49% | 62,917 | 减持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $11.8M | 1.47% | 28,355 | 减持 |
| 19 | ADI | ANALOG DEVICES INC | $11.5M | 1.44% | 28,928 | 减持 |
| 20 | MKL | MARKEL GROUP INC | $11.3M | 1.42% | 5,805 | 减持 |
| 21 | NVS | NOVARTIS AG | $11.4M | 1.42% | 72,426 | 减持 |
| 22 | RY | ROYAL BK CDA | $11.3M | 1.42% | 54,783 | 增持 |
| 23 | NEM | NEWMONT CORP | $11.0M | 1.38% | 117,910 | 减持 |
| 24 | CVX | CHEVRON CORPORATION | $11.0M | 1.37% | 66,196 | 减持 |
| 25 | MRK | MERCK & CO INC | $10.0M | 1.25% | 77,794 | 减持 |
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