13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001822262
申报总市值
US$1.9亿
US$1.9亿
93 檔
29.9%
Q2 2026 季度申报显示，Live Oak Investment Partners 披露的美股组合总市值为 US$1.9亿，涵盖 93 个不同之权益投资仓位。
在 Q2 2026，Live Oak Investment Partners 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 54 个既有持股进行加仓（合计增持 60 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Live Oak Investment Partners 的前 5 大核心持股（包含 VEA, EVTR, PULS 等）合计占整体申报市值的 29.9%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
B
市值: US$217.6万
本季最大获利了结 / 清仓标的
RIO
前期市值: US$233.0万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.11% | +0.02% | +2.50% | |
| 2 | EVTR | Eaton Vance Total Return | ETF-其他 | 6.62% | -0.23% | +3.32% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 5.24% | — | -0.38% | |
| 4 | HFSI | Hartfor Strateg Income Etf-u | ETF-其他 | 5.05% | -0.17% | +4.44% | |
| 5 | UCON | First Trust Smith Unconstrai | ETF-其他 | 4.76% | -0.18% | +2.21% | |
| 6 | FTLS | First Trust Long/short Eqty | ETF-其他 | 3.75% | +0.19% | +3.23% | |
| 7 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 3.51% | +0.07% | -0.63% | |
| 8 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 3.42% | +0.05% | +2.84% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 3.15% | -0.02% | +4.29% | |
| 10 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 2.77% | -0.03% | +3.41% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.74% | -0.11% | +1.07% | |
| 12 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 2.74% | -0.18% | +3.35% | |
| 13 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 2.58% | — | +3.93% | |
| 14 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 2.45% | +0.18% | +3.22% | |
| 15 | STRL | Sterling Infrastructure Inc | 股票-工业 | 1.73% | -0.70% | +1.70% | |
| 16 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.56% | +0.09% | +2.05% | |
| 17 | ALL | Allstate CORP | 股票-金融 | 1.50% | -0.09% | +4.35% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.47% | +0.55% | +4.26% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.46% | -0.03% | +2.03% | |
| 20 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.34% | +0.01% | +2.60% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.06% | +5.15% | |
| 22 | B | Barrick Mining CORP | 股票-原材料 | 1.17% | +0.14% | — | |
| 23 | NMM | Navios Maritime Partners L.P. | 股票-其他 | 1.15% | +0.33% | +3.34% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.99% | -0.13% | +35.73% | |
| 25 | VFH | Vanguard Financials ETF | ETF-其他 | 0.98% | -0.13% | +12.99% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 0.97% | +0.27% | +3.79% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.95% | +0.12% | +0.92% | |
| 28 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.94% | -0.17% | +25.43% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.94% | -0.06% | +27.91% | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | -0.01% | +8.66% | |
| 31 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 0.89% | +0.34% | +5.11% | |
| 32 | BGC | Bgc Group Inc-a | 股票-金融 | 0.87% | +0.08% | +7.27% | |
| 33 | APH | Amphenol Corp-cl A | 股票-科技 | 0.85% | -0.42% | +10.62% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.85% | +0.10% | -1.73% | |
| 35 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.84% | -0.12% | +7.55% | |
| 36 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.82% | +0.09% | +9.97% | |
| 37 | FCOM | Fidelity Msci Comm Serv Indx | ETF-其他 | 0.78% | +0.03% | +8.51% | |
| 38 | AWI | Armstrong World Industries | 股票-工业 | 0.71% | +0.02% | — | |
| 39 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.70% | +0.01% | +7.65% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.64% | EXIT | |
| 41 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.62% | — | +9.98% | |
| 42 | AEP | American Electric Power | 股票-公用事业 | 0.60% | -0.08% | +2.09% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.04% | +2.06% | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.57% | +0.02% | +2.33% | |
| 45 | RY | Royal Bank Of Canada | 股票-金融 | 0.55% | -0.02% | +2.08% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | -0.03% | — | |
| 47 | EHC | Encompass Health CORP | 股票-医疗保健 | 0.52% | +0.12% | — | |
| 48 | T | At&t Inc | 股票-通信服务 | 0.52% | +0.09% | +2.62% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | -0.06% | -8.30% | |
| 50 | SFD | Smithfield Foods Inc | 股票-其他 | 0.46% | -0.10% | +3.54% |
根据 SEC 官方 Form 13F 申报备案，Live Oak Investment Partners 在 Q2 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 93 个公开持股仓位。
在 Q2 2026 季度，Live Oak Investment Partners 按市值排列的前三大核心持股分别为：VEA (8.1%)、EVTR (6.6%)、PULS (5.2%)。其中最大持股仓位 VEA 占据整体投资组合约 8.1% 的权重。
在 Q2 2026 季度中，Live Oak Investment Partners 共进行了 87 项持仓异动，包含新建仓 6 个仓位、加仓 54 个仓位、减仓 21 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 B。 本季清仓仓位包含 RIO。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。