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
191 檔
13.5%
在 Q2 2025 的 13F 官方备案中，Live Oak Private Wealth LLC 管理的美股投资组合规模来到 US$8.0亿，整体持股档数为 191 档。
在 Q2 2025，Live Oak Private Wealth LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 32 个既有持股进行加仓（合计增持 33 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 Private Wealth LLC 的前 5 大核心持股（包含 BRK-B, MSFT, SCHW 等）合计占整体申报市值的 13.5%，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
DFAC
市值: US$104.1万
本季最大获利了结 / 清仓标的
EEFT
前期市值: US$108.3万
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.80% | -0.50% | -0.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.33% | +2.26% | |
| 3 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.99% | -0.46% | -0.71% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 2.66% | -0.05% | -0.01% | |
| 5 | DLTR | Dollar Tree Inc | 股票-非周期性消费 | 2.47% | -0.37% | -1.65% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.46% | +0.11% | +2.29% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.35% | -0.09% | +0.08% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.25% | -0.07% | +0.50% | |
| 9 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 2.04% | -0.68% | +0.10% | |
| 10 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 2.04% | -0.32% | +0.63% | |
| 11 | BN | Brookfield CORP | 股票-金融 | 2.00% | -0.21% | -0.69% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.92% | +0.12% | -1.79% | |
| 13 | MKL | Markel Group Inc | 股票-金融 | 1.86% | -0.23% | -0.32% | |
| 14 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.74% | -0.23% | +0.05% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.66% | — | -17.11% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.65% | -0.23% | +4.16% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.63% | +0.28% | +38.55% | |
| 18 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.62% | -0.34% | -0.66% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 1.56% | -0.21% | +2.25% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.54% | +0.77% | +7.33% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.50% | +0.42% | +1.43% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.45% | +2.66% | +138.97% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | -0.10% | +1.65% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.45% | -0.59% | +0.65% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.38% | -0.18% | -0.09% | |
| 26 | MET | Metlife Inc | 股票-金融 | 1.37% | +0.05% | -0.18% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 1.36% | -0.25% | +1.31% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.35% | -0.19% | +2.85% | |
| 29 | NEM | Newmont CORP | 股票-原材料 | 1.26% | -0.48% | +0.14% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 1.20% | -0.94% | +0.92% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.20% | -0.43% | -0.38% | |
| 32 | MOS | Mosaic Co/the | 股票-原材料 | 1.18% | -0.73% | +119.13% | |
| 33 | AON | Aon plc | 股票-金融 | 1.16% | -0.14% | +2.45% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 1.09% | +0.05% | +3.18% | |
| 35 | BA | Boeing Co/the | 股票-工业 | 1.08% | -0.01% | +1.20% | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 1.05% | +0.20% | — | |
| 37 | FISV | Fiserv Inc | 股票-其他 | 1.05% | — | +3.87% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 1.02% | -0.03% | +2.83% | |
| 39 | JBL | Jabil Inc | 股票-科技 | 1.02% | — | -29.07% | |
| 40 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.97% | -0.08% | +1.92% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.93% | -0.32% | +4.83% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.90% | -0.08% | +3.59% | |
| 43 | A | Agilent Technologies Inc | 股票-医疗保健 | 0.90% | +0.08% | +4.68% | |
| 44 | MCO | Moody's CORP | 股票-金融 | 0.87% | -0.08% | +3.21% | |
| 45 | PFE | Pfizer Inc | 股票-医疗保健 | 0.85% | -0.02% | -0.66% | |
| 46 | IVZ | Invesco Ltd. | 股票-金融 | 0.84% | -0.09% | +2.52% | |
| 47 | KMX | Carmax Inc | 股票-周期性消费 | 0.82% | — | -1.80% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.81% | +0.14% | +3.11% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.77% | -0.06% | -0.18% | |
| 50 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 0.73% | -0.72% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | +0.9% | +138.97% | 加仓 |
| 2 | MOS | Mosaic Co/the | +0.8% | +119.13% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.6% | +2.26% | 加仓 |
| 4 | DLTR | Dollar Tree Inc | +0.4% | -1.65% | 减仓 |
| 5 | ORCL | Oracle CORP | +0.3% | -17.11% | 减仓 |
| 6 | DFAI | Dimensional International Co | +0.2% | +133.99% | 加仓 |
| 7 | DFSD | Dimensional Short Duration | +0.2% | +92.73% | 加仓 |
| 8 | DIS | Walt Disney Co/the | +0.2% | +2.85% | 加仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.50% | 加仓 |
| 10 | SCHW | Schwab (charles) CORP | +0.2% | -0.71% | 减仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +3.11% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +2.29% | 加仓 |
| 13 | DFAC | Dimensional US Core Equity 2 | +0.2% | NEW | 新建仓 |
| 14 | BN | Brookfield CORP | +0.2% | -0.69% | 减仓 |
| 15 | DFAX | Dimensional World Ex US Core | +0.2% | +7.33% | 加仓 |
| 16 | BA | Boeing Co/the | +0.1% | +1.20% | 加仓 |
| 17 | DFCF | Dimensional Core Fixed Inc | +0.1% | +156.98% | 加仓 |
| 18 | NEM | Newmont CORP | +0.1% | +0.14% | 加仓 |
| 19 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +30.13% | 加仓 |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | +0.24% | 加仓 |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.01% | 减仓 |
| 22 | ADI | Analog Devices Inc | +0.1% | +3.18% | 加仓 |
| 23 | DFAE | Dimensional Emerging Core Eq | +0.1% | +291.47% | 加仓 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +1.43% | 加仓 |
| 25 | RY | Royal Bank Of Canada | +0.1% | — | 不变 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.79% | 减仓 |
| 27 | EFA | Ishares Msci Eafe ETF | +0.1% | +26.02% | 加仓 |
| 28 | RTX | Rtx CORP | +0.1% | +2.25% | 加仓 |
| 29 | JBL | Jabil Inc | +0.1% | -29.07% | 减仓 |
| 30 | HCA | Hca Healthcare Inc | 0% | +0.10% | 加仓 |
| 31 | PM | Philip Morris International | 0% | -0.18% | 减仓 |
| 32 | MCO | Moody's CORP | 0% | +3.21% | 加仓 |
| 33 | NVS | Novartis Ag-sponsored Adr | 0% | -0.09% | 减仓 |
| 34 | MKL | Markel Group Inc | 0% | -0.32% | 减仓 |
| 35 | MA | Mastercard Inc - A | 0% | +4.16% | 加仓 |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | EXIT | 清仓 |
| 37 | LLY | Eli Lilly & Co | -0.1% | -27.62% | 减仓 |
| 38 | LULU | Lululemon Athletica Inc | -0.2% | -0.73% | 减仓 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | +3.59% | 加仓 |
| 40 | EEFT | Euronet Worldwide Inc | -0.2% | EXIT | 清仓 |
| 41 | AON | Aon plc | -0.2% | +2.45% | 加仓 |
| 42 | KMX | Carmax Inc | -0.2% | -1.80% | 减仓 |
| 43 | ZBH | Zimmer Biomet Holdings Inc | -0.3% | +1.17% | 加仓 |
| 44 | SLB | Slb LTD | -0.3% | +4.83% | 加仓 |
| 45 | LOW | Lowe's Cos Inc | -0.3% | +0.63% | 加仓 |
| 46 | FISV | Fiserv Inc | -0.4% | +3.87% | 加仓 |
| 47 | CVX | Chevron CORP | -0.4% | +0.65% | 加仓 |
| 48 | AAPL | Apple Inc | -0.4% | +0.08% | 加仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.5% | +38.55% | 加仓 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -0.35% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Live Oak Private Wealth LLC 在 Q2 2025 季度的美股持仓总市值约为 US$8.0亿，共申报了 191 个公开持股仓位。
在 Q2 2025 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 (4.8%)、MSFT (3.1%)、SCHW (3.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 4.8% 的权重。
在 Q2 2025 季度中，Live Oak Private Wealth LLC 共进行了 49 项持仓异动，包含新建仓 1 个仓位、加仓 32 个仓位、减仓 14 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 DFAC。 本季清仓仓位包含 EEFT。
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。
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。
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。