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OXFORD FINANCIAL GROUP LTD 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OXFORD FINANCIAL GROUP LTD
报告期 2026-03-31 · CIK 0001245862
持仓数
302
前50大市值合计
$1.71B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 33
增持 45
减持 60
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
WGO
WINNEBAGO INDS INC
+$35.6M
491,335
增持
VTI
VANGUARD INDEX FDS
+$10.5M
523,002
+10%
减持
IWN
ISHARES TR
-$9.2M
58,776
-48%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
LLY
LILLY ELI & CO
+$7.0M
210,230
+16%
增持
AAPL
APPLE INC
+$6.3M
117,719
+55%
减持
—
OAK STR HEALTH INC
-$5.3M
149,426
-25%
减持
ISRG
INTUITIVE SURGICAL INC
+$3.5M
76,356
-3%
减持
ANGL
VANECK ETF TRUST
-$2.5M
108,666
-41%
减持
—
ABIOMED INC
-$2.1M
1,450
-82%
增持
IVV
ISHARES TR
+$1.7M
85,369
+5%
减持
NKE
NIKE INC
-$1.7M
4,793
-69%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.6M
160,746
-7%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.6M
10,880
清仓
—
L BRANDS INC
-$1.5M
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$1.4M
23,361
建仓
BBWI
BATH & BODY WORKS INC
+$1.3M
21,106
减持
FNDX
SCHWAB STRATEGIC TR
-$1.2M
591,745
-2%
减持
DE
DEERE & CO
-$1.2M
1,168
-74%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
16,111
-18%
减持
DIS
DISNEY WALT CO
-$864.0K
5,255
-47%
增持
—
HILL-ROM HLDGS INC
+$799.0K
15,334
+16%
增持
NVDA
NVIDIA CORPORATION
+$749.0K
7,305
+665%
建仓
SYBT
STOCK YDS BANCORP INC
+$718.0K
12,250
减持
AMGN
AMGEN INC
-$692.0K
2,384
-52%
减持
VTV
VANGUARD INDEX FDS
-$648.0K
302,687
-0%
减持
IWB
ISHARES TR
-$629.0K
32,867
-7%
减持
PEP
PEPSICO INC
-$597.0K
3,630
-53%
减持
TIP
ISHARES TR
-$562.0K
13,082
-25%
减持
IWP
ISHARES TR
-$519.0K
4,126
-52%
增持
KO
COCA COLA CO
+$506.0K
21,201
+89%
建仓
GLD
SPDR GOLD TR
+$477.0K
2,902
清仓
—
HORIZON THERAPEUTICS PUB L
-$468.0K
0
-100%
增持
ESGE
ISHARES INC
-$468.0K
142,774
+1%
减持
MTUM
ISHARES TR
-$459.0K
645,984
-2%
减持
ORCL
ORACLE CORP
-$422.0K
5,214
-54%
清仓
CRMD
CORMEDIX INC
-$418.0K
0
-100%
建仓
VSXY
VICTORIAS SECRET AND CO
+$389.0K
7,035
建仓
HON
HONEYWELL INTL INC
+$383.0K
1,802
增持
AMZN
AMAZON COM INC
+$380.0K
944
+19%
减持
LEG
LEGGETT & PLATT INC
-$358.0K
20,802
-17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$328.0K
1,280
-56%
减持
GNR
SPDR INDEX SHS FDS
-$325.0K
75,161
-5%
清仓
—
GENERAL ELECTRIC CO
-$313.0K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$308.0K
1,304
增持
VGT
VANGUARD WORLD FDS
+$307.0K
3,085
+32%
减持
REET
ISHARES TR
-$303.0K
157,362
-5%
减持
TSLA
TESLA INC
-$300.0K
619
-46%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$297.0K
5,863
建仓
GE
GENERAL ELECTRIC CO
+$288.0K
2,796
增持
V
VISA INC
+$285.0K
2,648
+103%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$283.0K
30,420
+23%
建仓
UNH
UNITEDHEALTH GROUP INC
+$273.0K
699
减持
JPM
JPMORGAN CHASE & CO
+$265.0K
39,966
-1%
清仓
GD
GENERAL DYNAMICS CORP
-$246.0K
0
-100%
减持
VLUE
ISHARES TR
-$244.0K
25,159
-5%
减持
PYPL
PAYPAL HLDGS INC
-$240.0K
2,908
-15%
清仓
MA
MASTERCARD INCORPORATED
-$240.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$238.0K
37,498
-2%
建仓
XLY
SELECT SECTOR SPDR TR
+$237.0K
1,321
建仓
—
LINDE PLC
+$231.0K
787
减持
ABBV
ABBVIE INC
-$230.0K
2,261
-46%
清仓
EOG
EOG RES INC
-$224.0K
0
-100%
减持
ARKK
ARK ETF TR
-$219.0K
1,087
-58%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$219.0K
2,162
-39%
减持
IWM
ISHARES TR
-$218.0K
1,449
-38%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$207.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$205.0K
0
-100%
建仓
CNI
CANADIAN NATL RY CO
+$202.0K
1,750
建仓
XLC
SELECT SECTOR SPDR TR
+$201.0K
2,509
增持
MSFT
MICROSOFT CORP
+$200.0K
10,645
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$183.0K
68,087
+3%
增持
VIS
VANGUARD WORLD FDS
+$180.0K
1,141
+552%
增持
NEE
NEXTERA ENERGY INC
+$175.0K
13,665
+11%
减持
ABT
ABBOTT LABS
-$170.0K
7,972
-17%
减持
IJH
ISHARES TR
-$161.0K
2,871
-16%
增持
HD
HOME DEPOT INC
+$157.0K
3,084
+15%
增持
VXF
VANGUARD INDEX FDS
-$156.0K
36,676
+1%
减持
HBNC
HORIZON BANCORP INC
+$150.0K
438,593
-2%
增持
ET
ENERGY TRANSFER L P
-$148.0K
165,508
+1%
减持
COST
COSTCO WHSL CORP NEW
+$147.0K
3,068
-1%
减持
IJR
ISHARES TR
-$146.0K
6,914
-13%
增持
FITB
FIFTH THIRD BANCORP
+$144.0K
11,359
+28%
减持
IWD
ISHARES TR
-$142.0K
53,565
-0%
减持
EFA
ISHARES TR
-$140.0K
19,681
-7%
清仓
IGSB
ISHARES TR
-$135.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$135.0K
19,485
+20%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$134.0K
1,275
减持
XLI
SELECT SECTOR SPDR TR
-$133.0K
750
-63%
减持
AOR
ISHARES TR
-$132.0K
20,070
-10%
建仓
LIT
GLOBAL X FDS
+$131.0K
1,593
建仓
BBEU
J P MORGAN EXCHANGE-TRADED F
+$127.0K
2,222
减持
CVX
CHEVRON CORP NEW
-$125.0K
10,275
-8%
减持
EFAX
SPDR INDEX SHS FDS
-$123.0K
13,945
-9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$101.0K
3,473
-4%
建仓
—
SIMON PROPERTY GRP ACQ HOLDI
+$100.0K
10,000
减持
PGR
PROGRESSIVE CORP
-$98.0K
10,813
-1%
建仓
BOTZ
GLOBAL X FDS
+$90.0K
2,449
增持
MCD
MCDONALDS CORP
+$86.0K
2,975
+9%
增持
IWF
ISHARES TR
+$84.0K
9,659
+2%
减持
DHR
DANAHER CORPORATION
-$83.0K
2,415
-21%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$80.0K
1,815
增持
EEM
ISHARES TR
-$79.0K
56,672
+7%
增持
CSCO
CISCO SYS INC
+$79.0K
6,693
+25%
建仓
VDC
VANGUARD WORLD FDS
+$76.0K
426
建仓
IBB
ISHARES TR
+$76.0K
467
清仓
XLP
SELECT SECTOR SPDR TR
-$69.0K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$67.0K
1,713
-46%
增持
RJF
RAYMOND JAMES FINL INC
+$64.0K
11,299
+50%
增持
IJT
ISHARES TR
+$64.0K
656
+310%
增持
—
EXXON MOBIL CORP
-$63.0K
21,728
+2%
减持
DOV
DOVER CORP
-$61.0K
1,554
-23%
建仓
IUSV
ISHARES TR
+$59.0K
835
减持
PG
PROCTER AND GAMBLE CO
+$59.0K
14,693
-1%
减持
GOOG
ALPHABET INC
-$57.0K
648
-9%
建仓
CRON
CRONOS GROUP INC
+$57.0K
10,141
减持
VWOB
VANGUARD WHITEHALL FDS
-$57.0K
2,162
-23%
减持
META
FACEBOOK INC
-$57.0K
1,518
-8%
减持
SBUX
STARBUCKS CORP
-$56.0K
2,125
-18%
增持
VOO
VANGUARD INDEX FDS
+$52.0K
25,883
+0%
增持
QCOM
QUALCOMM INC
+$50.0K
3,457
+25%
增持
VO
VANGUARD INDEX FDS
+$50.0K
2,614
+9%
建仓
VAW
VANGUARD WORLD FDS
+$49.0K
282
减持
IWO
ISHARES TR
-$46.0K
2,418
-0%
建仓
XLE
SELECT SECTOR SPDR TR
+$42.0K
806
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$42.0K
311
减持
—
ACCENTURE PLC IRELAND
-$39.0K
1,081
-17%
增持
XLV
SELECT SECTOR SPDR TR
+$37.0K
1,454
+24%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$36.0K
4,715
+9%
增持
VB
VANGUARD INDEX FDS
+$35.0K
4,844
+7%
减持
DFAS
DIMENSIONAL ETF TRUST
-$35.0K
5,784
-8%
增持
GM
GENERAL MTRS CO
-$32.0K
5,007
+0%
建仓
BBCA
J P MORGAN EXCHANGE-TRADED F
+$32.0K
505
建仓
BBJP
J P MORGAN EXCHANGE-TRADED F
+$32.0K
550
清仓
XLB
SELECT SECTOR SPDR TR
-$31.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$31.0K
338
-12%
增持
LOW
LOWES COS INC
+$30.0K
2,710
+1%
建仓
BBAX
J P MORGAN EXCHANGE-TRADED F
+$29.0K
530
增持
MMM
3M CO
-$28.0K
1,241
+0%
减持
TJX
TJX COS INC NEW
-$28.0K
3,342
-10%
建仓
EMB
ISHARES TR
+$28.0K
253
增持
TFC
TRUIST FINL CORP
+$27.0K
8,513
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$24.0K
5,405
+6%
增持
LMT
LOCKHEED MARTIN CORP
-$23.0K
918
+2%
增持
ATO
ATMOS ENERGY CORP
-$23.0K
2,984
+0%
增持
CL
COLGATE PALMOLIVE CO
-$23.0K
4,015
+0%
增持
JNJ
JOHNSON & JOHNSON
-$23.0K
7,488
+0%
增持
—
SESEN BIO INC
-$22.0K
30,000
+200%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.0K
5,794
+6%
减持
IVE
ISHARES TR
-$22.0K
5,466
-1%
减持
CRM
SALESFORCE COM INC
-$21.0K
3,144
-12%
