West Oak Capital, LLC 13F 持仓 · 最近申报 2025年Q3
West Oak Capital 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 276 只证券，申报市值合计 252.16 万美元。前几大持仓：DTMVX（5.01%）、JEF1（4.75%）、NVDA（4.41%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DTMVX | DFA International Core Equities | $126,260 | 5.01% | 347,345 | 增持 |
| 2 | JEF1 | Jefferies Group Inc New | $119,789 | 4.75% | 183,107 | 减持 |
| 3 | NVDA | Nvidia Corp | $111,200 | 4.41% | 59,599 | 减持 |
| 4 | AVGO | Broadcom Ltd | $107,072 | 4.25% | 32,455 | 减持 |
| 5 | ORCL | Oracle Corporation | $69,860 | 2.77% | 24,840 | 减持 |
| 6 | AAPL | Apple Computer Inc | $66,632 | 2.64% | 26,168 | 减持 |
| 7 | MSFT | Microsoft Corp | $64,754 | 2.57% | 12,502 | 减持 |
| 8 | JPM | J P Morgan Chase & Co | $64,196 | 2.55% | 20,352 | 增持 |
| 9 | DFSTX | DFA US Small Cap ETF | $64,048 | 2.54% | 93,555 | 增持 |
| 10 | GOOG | Alphabet Inc Class C | $57,848 | 2.29% | 23,752 | 减持 |
| 11 | JPST | JP Morgan Ultra Short | $54,236 | 2.15% | 106,912 | 减持 |
| 12 | AMZN | Amazon.Com Inc | $50,128 | 1.99% | 22,830 | 减持 |
| 13 | SCHX | Schwab Us Large Co Equities ETF | $47,328 | 1.88% | 179,680 | 减持 |
| 14 | ADP | Auto Data Processing | $44,104 | 1.75% | 15,027 | 减持 |
| 15 | GLW | Corning Inc | $42,762 | 1.70% | 52,130 | 减持 |
| 16 | LLY | Lilly Eli & Company | $42,461 | 1.68% | 5,565 | 减持 |
| 17 | COST | Costco Wholesale Corp New | $42,033 | 1.67% | 4,541 | 减持 |
| 18 | HD | Home Depot Inc | $40,669 | 1.61% | 10,037 | 减持 |
| 19 | AXP | American Express Company | $40,115 | 1.59% | 12,077 | 减持 |
| 20 | HUBB | Hubbell Inc | $35,350 | 1.40% | 8,215 | 减持 |
| 21 | ABT | Abbott Laboratories | $35,084 | 1.39% | 26,194 | 减持 |
| 22 | SCHW | The Charles Schwab Corp | $34,433 | 1.37% | 36,067 | 增持 |
| 23 | C | Citigroup Inc | $33,641 | 1.33% | 33,144 | 减持 |
| 24 | CVX | Chevrontexaco Corp | $32,853 | 1.30% | 21,156 | 减持 |
| 25 | NEE | Nextera Energy | $31,753 | 1.26% | 42,063 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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