13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001799877
申報總市值
US$8.0億
US$8.0億
184 檔
12.6%
截至 Q4 2024 季度末，Live Oak Private Wealth LLC 的美股持倉估值約為 US$8.0億，全數申報部位共有 184 檔。
Live Oak Private Wealth LLC 在 Q4 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 36 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Live Oak Private Wealth LLC 的前 5 大持股（包含 BRK-B, AAPL, MSFT）貢獻了組合市值的 12.6%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.12% | -0.50% | -6.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.26% | -0.09% | -3.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.94% | -0.33% | -6.28% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.87% | +0.11% | -4.32% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 2.76% | -0.05% | -2.40% | |
| 6 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.74% | -0.46% | -1.42% | |
| 7 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.52% | -0.32% | -1.99% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.37% | +0.12% | -2.78% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.11% | +0.28% | -0.16% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.07% | -2.20% | |
| 11 | BN | Brookfield CORP | 股票-金融 | 2.09% | -0.21% | -3.09% | |
| 12 | MKL | Markel Group Inc | 股票-金融 | 1.81% | -0.23% | -0.45% | |
| 13 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.77% | -0.68% | +3.88% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 1.74% | — | -18.60% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 1.69% | -0.25% | +5.17% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.65% | -0.23% | -0.92% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.62% | -0.59% | -0.91% | |
| 18 | MET | Metlife Inc | 股票-金融 | 1.57% | +0.05% | -1.77% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.52% | -0.34% | -0.03% | |
| 20 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 1.50% | -0.37% | -35.94% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.46% | — | -1.93% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.45% | -0.21% | -2.17% | |
| 23 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.43% | -0.23% | +389.60% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.10% | -1.15% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.41% | +0.42% | -0.68% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.32% | -0.43% | -1.47% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 1.29% | -0.94% | -1.86% | |
| 28 | AON | Aon plc | 股票-金融 | 1.28% | -0.14% | -1.90% | |
| 29 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 1.27% | -0.08% | -1.83% | |
| 30 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.26% | -0.19% | -3.12% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.23% | -0.18% | -0.91% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.18% | +0.77% | +1.37% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.17% | -0.08% | -0.38% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 1.11% | -0.03% | -1.14% | |
| 35 | KMX | Carmax Inc | 股票-循環性消費 | 1.09% | — | -1.47% | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 1.09% | +0.20% | -6.75% | |
| 37 | JBL | Jabil Inc | 股票-科技 | 1.03% | — | -0.67% | |
| 38 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.02% | +0.08% | +0.18% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 1.01% | -0.01% | -2.69% | |
| 40 | ADI | Analog Devices Inc | 股票-科技 | 1.00% | +0.05% | +0.56% | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.96% | -0.02% | -2.24% | |
| 42 | IVZ | Invesco Ltd. | 股票-金融 | 0.94% | -0.09% | -1.33% | |
| 43 | MCO | Moody's CORP | 股票-金融 | 0.89% | -0.08% | -3.09% | |
| 44 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.88% | -0.12% | +0.54% | |
| 45 | NEM | Newmont CORP | 股票-原物料 | 0.86% | -0.48% | -0.04% | |
| 46 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 0.85% | -0.03% | +0.78% | |
| 47 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.85% | -0.72% | EXIT | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.82% | +0.84% | NEW | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.82% | -0.32% | -23.46% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.77% | +0.14% | -7.30% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +0.4% | -1.42% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -4.32% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.78% | 減碼 |
| 4 | BAC | Bank Of America CORP | +0.3% | -2.40% | 減碼 |
| 5 | LULU | Lululemon Athletica Inc | +0.3% | +0.54% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -2.20% | 減碼 |
| 7 | DFAU | Dimensional US Core Equity M | +0.3% | NEW | 新建倉 |
| 8 | OIH | Vaneck Oil Services ETF | +0.2% | NEW | 新建倉 |
| 9 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | 新建倉 |
| 10 | V | Visa Inc-class A Shares | +0.2% | -1.15% | 減碼 |
| 11 | AAPL | Apple Inc | +0.2% | -3.56% | 減碼 |
| 12 | MKL | Markel Group Inc | +0.2% | -0.45% | 減碼 |
| 13 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 14 | JBL | Jabil Inc | +0.2% | -0.67% | 減碼 |
| 15 | DIS | Walt Disney Co/the | +0.2% | -3.12% | 減碼 |
| 16 | CSCO | Cisco Systems Inc | +0.2% | -0.68% | 減碼 |
| 17 | BN | Brookfield CORP | +0.2% | -3.09% | 減碼 |
| 18 | VTRS | Viatris Inc | +0.2% | NEW | 新建倉 |
| 19 | BA | Boeing Co/the | +0.2% | -2.69% | 減碼 |
| 20 | SONY | Sony Group CORP - Sp Adr | +0.1% | +389.60% | 加碼 |
| 21 | MA | Mastercard Inc - A | +0.1% | -0.92% | 減碼 |
| 22 | NTR | Nutrien LTD | +0.1% | NEW | 新建倉 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +2.40% | 加碼 |
| 24 | DFAX | Dimensional World Ex US Core | 0% | +1.37% | 加碼 |
| 25 | RTX | Rtx CORP | -0.1% | -2.17% | 減碼 |
| 26 | FISV | Fiserv Inc | -0.1% | -18.60% | 減碼 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | -1.14% | 減碼 |
| 28 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | -7.68% | 減碼 |
| 29 | ABBV | Abbvie Inc | -0.1% | -3.47% | 減碼 |
| 30 | RY | Royal Bank Of Canada | -0.1% | -6.75% | 減碼 |
| 31 | PFE | Pfizer Inc | -0.1% | -2.24% | 減碼 |
| 32 | A | Agilent Technologies Inc | -0.1% | +0.18% | 加碼 |
| 33 | DEO | Diageo Plc-sponsored Adr | -0.1% | -1.83% | 減碼 |
| 34 | AMAT | Applied Materials Inc | -0.1% | -4.23% | 減碼 |
| 35 | QCOM | Qualcomm Inc | -0.1% | -1.86% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -0.38% | 減碼 |
| 37 | MSFT | Microsoft CORP | -0.2% | -6.28% | 減碼 |
| 38 | FND | Floor & Decor Holdings Inc-a | -0.2% | +0.78% | 加碼 |
| 39 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 40 | DHR | Danaher CORP | -0.2% | +5.17% | 加碼 |
| 41 | NVS | Novartis Ag-sponsored Adr | -0.2% | -0.91% | 減碼 |
| 42 | LOW | Lowe's Cos Inc | -0.2% | -1.99% | 減碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -6.34% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | -0.16% | 減碼 |
| 45 | MOS | Mosaic Co/the | -0.3% | -42.49% | 減碼 |
| 46 | SLB | Slb LTD | -0.3% | -23.46% | 減碼 |
| 47 | NEM | Newmont CORP | -0.3% | -0.04% | 減碼 |
| 48 | HCA | Hca Healthcare Inc | -0.5% | +3.88% | 加碼 |
| 49 | DLTR | Dollar Tree Inc | -0.6% | -35.94% | 減碼 |
| 50 | CMCSA | Comcast Corp-class A | -0.7% | -69.68% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Live Oak Private Wealth LLC 在 Q4 2024 季度的美股持倉總市值約為 US$8.0億，共申報了 184 個公開持股部位。
在 Q4 2024 季度，Live Oak Private Wealth LLC 按市值排列的前三大核心持股分別為：BRK-B (5.1%)、AAPL (3.3%)、MSFT (2.9%)。其中最大持股部位 BRK-B 佔據整體投資組合約 5.1% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
DFAU
市值: US$158.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$108.7萬
在 Q4 2024 季度中，Live Oak Private Wealth LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 8 個部位、減碼 35 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DFAU。 本季清倉部位包含 BLKCHF。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。