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: 0001799877
申报总市值
US$8.0亿
US$8.0亿
175 檔
12.5%
Q2 2024 季度申报显示，Live Oak Private Wealth LLC 披露的美股组合总市值为 US$8.0亿，涵盖 175 个不同之权益投资仓位。
在 Q2 2024 期间，Live Oak Private Wealth LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Live Oak Private Wealth LLC 的前 5 大核心持股（包含 BRK-B, MSFT, GOOG 等）合计占整体申报市值的 12.5%，反映机构在主要关键仓位上的权重分布。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.07% | -0.50% | -1.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -0.33% | -1.24% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.99% | +0.11% | -1.15% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.94% | -0.09% | -0.36% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.77% | -0.46% | +0.72% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 2.63% | -0.05% | -1.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.40% | +0.12% | -1.72% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.20% | +0.28% | +2.92% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.17% | -0.07% | -1.86% | |
| 10 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 2.14% | -0.37% | +0.96% | |
| 11 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.99% | -0.32% | +0.79% | |
| 12 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.86% | -0.68% | +0.50% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.76% | -0.25% | +1.25% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.76% | -0.59% | -0.66% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.74% | -0.94% | -1.57% | |
| 16 | MKL | Markel Group Inc | 股票-金融 | 1.68% | -0.23% | -0.14% | |
| 17 | BN | Brookfield CORP | 股票-金融 | 1.61% | -0.21% | -0.30% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.59% | — | -2.32% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.47% | -0.08% | -1.78% | |
| 20 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.45% | -0.18% | -1.33% | |
| 21 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.44% | -0.34% | +0.37% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.41% | -0.23% | +1.13% | |
| 23 | MET | Metlife Inc | 股票-金融 | 1.40% | +0.05% | -1.41% | |
| 24 | RTX | Rtx CORP | 股票-工业 | 1.32% | -0.21% | -1.39% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.30% | -0.08% | +0.78% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.26% | -0.19% | -29.98% | |
| 27 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.25% | -0.43% | -3.32% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.20% | +0.77% | +2.36% | |
| 29 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.19% | -0.23% | +2.36% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | +0.42% | +0.30% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.10% | +3.14% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.12% | — | +1.50% | |
| 33 | AON | Aon plc | 股票-金融 | 1.09% | -0.14% | +1.57% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.08% | -0.02% | +2.37% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 1.07% | -0.01% | -1.08% | |
| 36 | UL | Unilever PLC | 股票-非周期性消费 | 1.06% | — | -7.70% | |
| 37 | RY | Royal Bank Of Canada | 股票-金融 | 1.06% | +0.20% | -2.28% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 1.05% | +0.05% | +22.76% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工业 | 1.04% | -0.03% | +0.04% | |
| 40 | A | Agilent Technologies Inc | 股票-医疗保健 | 1.02% | +0.08% | +0.45% | |
| 41 | KMX | Carmax Inc | 股票-周期性消费 | 1.01% | — | +0.46% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.99% | — | +0.65% | |
| 43 | NEM | Newmont CORP | 股票-原材料 | 0.98% | -0.48% | -0.37% | |
| 44 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 0.96% | -0.72% | EXIT | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.84% | — | -0.63% | |
| 46 | MCO | Moody's CORP | 股票-金融 | 0.82% | -0.08% | +1.00% | |
| 47 | IVZ | Invesco Ltd. | 股票-金融 | 0.82% | -0.09% | -0.28% | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.81% | +0.84% | NEW | |
| 49 | JBL | Jabil Inc | 股票-科技 | 0.80% | — | — | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.28% | +3.24% |
根据 SEC 官方 Form 13F 申报备案，Live Oak Private Wealth LLC 在 Q2 2024 季度的美股持仓总市值约为 US$8.0亿，共申报了 175 个公开持股仓位。
在 Q2 2024 季度，Live Oak Private Wealth LLC 按市值排列的前三大核心持股分别为：BRK-B (5.1%)、MSFT (3.5%)、GOOG (3.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 5.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
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。
在 Q2 2024 季度中，Live Oak Private Wealth LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。