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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 27
增持 80
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
WGO
WINNEBAGO INDS INC
+$31.0M
888,457
+81%
增持
VTI
VANGUARD INDEX FDS
+$22.5M
574,183
+10%
增持
LLY
LILLY ELI & CO
+$9.5M
210,333
+0%
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
ISRG
INTUITIVE SURGICAL INC
-$8.7M
186,936
+145%
增持
SYBT
STOCK YDS BANCORP INC
+$8.5M
145,007
+1084%
清仓
HBNC
HORIZON BANCORP INC
-$8.0M
0
-100%
增持
AAPL
APPLE INC
+$6.0M
127,350
+8%
增持
IVW
ISHARES TR
+$4.9M
64,663
+911%
减持
MTUM
ISHARES TR
+$3.8M
644,872
-0%
减持
IVV
ISHARES TR
+$3.5M
84,520
-1%
建仓
KE
KIMBALL ELECTRONICS INC
+$3.4M
156,339
减持
VTV
VANGUARD INDEX FDS
+$3.2M
300,595
-1%
减持
ANGL
VANECK ETF TRUST
-$3.1M
15,346
-86%
减持
IWB
ISHARES TR
-$2.7M
19,664
-40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
22,656
+41%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.4M
8
+167%
增持
NKE
NIKE INC
+$2.3M
18,016
+276%
清仓
—
HILL-ROM HLDGS INC
-$2.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
38,059
+1%
增持
MSFT
MICROSOFT CORP
+$1.9M
14,584
+37%
减持
IWN
ISHARES TR
-$1.8M
45,666
-22%
增持
DPZ
DOMINOS PIZZA INC
+$1.8M
20,008
+0%
建仓
—
AMERICAN WELL CORP
+$1.4M
233,265
减持
VOO
VANGUARD INDEX FDS
+$1.0M
25,767
-0%
增持
IWF
ISHARES TR
+$963.0K
11,813
+22%
增持
VGT
VANGUARD WORLD FDS
+$915.0K
4,699
+52%
建仓
INTU
INTUIT
+$873.0K
1,358
增持
XLY
SELECT SECTOR SPDR TR
+$776.0K
4,957
+275%
建仓
—
RENEW ENERGY GLOBAL PLC
+$766.0K
98,502
增持
IVE
ISHARES TR
+$709.0K
9,605
+76%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$623.0K
158,167
-2%
减持
NVDA
NVIDIA CORPORATION
+$595.0K
7,168
-2%
增持
PG
PROCTER AND GAMBLE CO
+$573.0K
16,062
+9%
增持
IWP
ISHARES TR
+$525.0K
8,570
+108%
增持
F
FORD MTR CO DEL
+$517.0K
34,209
+149%
减持
USB
US BANCORP DEL
-$487.0K
10,803
-41%
减持
IWS
ISHARES TR
-$480.0K
20
-100%
清仓
GLD
SPDR GOLD TR
-$477.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$465.0K
30,639
+57%
减持
FNDX
SCHWAB STRATEGIC TR
-$440.0K
537,203
-9%
建仓
SHOP
SHOPIFY INC
+$427.0K
310
增持
COST
COSTCO WHSL CORP NEW
+$424.0K
3,176
+4%
增持
VLUE
ISHARES TR
+$419.0K
26,979
+7%
增持
IJH
ISHARES TR
+$385.0K
4,027
+40%
增持
IWM
ISHARES TR
+$357.0K
3,029
+109%
增持
XLV
SELECT SECTOR SPDR TR
+$333.0K
3,680
+153%
增持
VNQ
VANGUARD INDEX FDS
+$331.0K
20,359
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$315.0K
6,644
+165%
增持
HD
HOME DEPOT INC
+$306.0K
3,175
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$300.0K
3,529
+371%
清仓
—
ATLANTIC COASTAL ACQUISTN CO
-$299.0K
0
-100%
建仓
—
ATLANTIC COASTAL ACQUISTN CO
+$295.0K
30,250
增持
—
EATON CORP PLC
+$295.0K
12,272
+0%
增持
JNJ
JOHNSON & JOHNSON
+$291.0K
8,768
+17%
减持
IWO
ISHARES TR
-$284.0K
1,453
-40%
减持
KKR
KKR & CO INC
+$278.0K
21,341
-1%
增持
VIS
VANGUARD WORLD FDS
+$275.0K
2,407
+111%
增持
BBJP
J P MORGAN EXCHANGE-TRADED F
+$274.0K
5,548
+909%
减持
GNR
SPDR INDEX SHS FDS
-$264.0K
66,636
-11%
清仓
ATO
ATMOS ENERGY CORP
-$263.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$256.0K
1,015
减持
REET
ISHARES TR
+$252.0K
149,126
-5%
增持
IWV
ISHARES TR
+$250.0K
7,218
+5%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$247.0K
1,519
建仓
DGRO
ISHARES TR
+$243.0K
4,381
增持
QQQ
INVESCO QQQ TR
+$241.0K
2,573
+18%
增持
IJR
ISHARES TR
+$236.0K
8,653
+25%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$229.0K
2,322
+28%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$229.0K
1,767
增持
GOOGL
ALPHABET INC
+$226.0K
390
+15%
增持
ABT
ABBOTT LABS
+$220.0K
8,254
+4%
增持
LIT
GLOBAL X FDS
+$218.0K
4,137
+160%
建仓
CSX
CSX CORP
+$218.0K
5,809
建仓
SPYG
SPDR SER TR
+$217.0K
3,000
增持
ESGE
ISHARES INC
+$216.0K
154,295
+8%
减持
IWD
ISHARES TR
-$212.0K
48,658
-9%
建仓
CVS
CVS HEALTH CORP
+$212.0K
2,052
增持
BBCA
J P MORGAN EXCHANGE-TRADED F
+$207.0K
3,552
+603%
清仓
T
AT&T INC
-$207.0K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$205.0K
3,928
建仓
EOG
EOG RES INC
+$204.0K
2,292
建仓
MDYG
SPDR SER TR
+$204.0K
2,500
建仓
QUAL
ISHARES TR
+$204.0K
1,400
建仓
DUK
DUKE ENERGY CORP NEW
+$203.0K
1,933
建仓
EZM
WISDOMTREE TR
+$203.0K
3,600
增持
ET
ENERGY TRANSFER L P
-$203.0K
168,006
+2%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$202.0K
1,070
增持
CPRT
COPART INC
+$202.0K
15,020
+0%
增持
AMZN
AMAZON COM INC
+$197.0K
989
+5%
增持
EFA
ISHARES TR
+$197.0K
22,013
+12%
增持
JPM
JPMORGAN CHASE & CO
-$193.0K
40,098
+0%
建仓
—
ARK ETF TR
+$191.0K
9,770
减持
QCOM
QUALCOMM INC
+$185.0K
3,450
-0%
增持
PYPL
PAYPAL HLDGS INC
-$183.0K
3,046
+5%
增持
CVX
CHEVRON CORP NEW
+$175.0K
10,367
+1%
增持
GOOG
ALPHABET INC
+$175.0K
657
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$174.0K
4,696
-49%
减持
TSLA
TESLA INC
+$172.0K
617
-0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$172.0K
5,559
+1%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$169.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$164.0K
1,230
+14%
增持
EFAX
SPDR INDEX SHS FDS
+$154.0K
15,571
+12%
减持
NEE
NEXTERA ENERGY INC
+$152.0K
13,117
-4%
清仓
IGV
ISHARES TR
-$150.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$139.0K
6,347
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$137.0K
6,402
增持
ARKK
ARK ETF TR
+$125.0K
2,589
+138%
增持
IEMG
ISHARES INC
+$122.0K
5,104
+72%
减持
BBEU
J P MORGAN EXCHANGE-TRADED F
-$119.0K
130
-94%
增持
NI
NISOURCE INC
+$115.0K
33,639
+0%
减持
KO
COCA COLA CO
+$115.0K
20,722
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$109.0K
1,482
+16%
减持
PGR
PROGRESSIVE CORP
+$108.0K
10,566
-2%
建仓
IJS
ISHARES TR
+$105.0K
1,007
建仓
CWB
SPDR SER TR
+$104.0K
1,257
增持
CSCO
CISCO SYS INC
+$104.0K
7,382
+10%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$103.0K
2,268
+78%
增持
IBB
ISHARES TR
+$101.0K
1,158
+148%
增持
EEM
ISHARES TR
+$101.0K
60,512
+7%
增持
BBAX
J P MORGAN EXCHANGE-TRADED F
+$97.0K
2,335
+341%
增持
RJF
RAYMOND JAMES FINL INC
+$96.0K
11,348
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$89.0K
720
+3%
增持
PEP
PEPSICO INC
+$89.0K
3,656
+1%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$87.0K
4,056
减持
LOW
LOWES COS INC
+$87.0K
2,465
-9%
增持
ABBV
ABBVIE INC
+$86.0K
2,440
+8%
建仓
TLT
ISHARES TR
+$85.0K
575
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$84.0K
989
-24%
增持
XLE
SELECT SECTOR SPDR TR
+$81.0K
2,225
+176%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$80.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$76.0K
0
-100%
增持
AOA
ISHARES TR
+$73.0K
9,538
+7%
减持
—
EXXON MOBIL CORP
-$69.0K
19,756
-9%
减持
SUSA
ISHARES TR
+$64.0K
6,212
-0%
增持
SCZ
ISHARES TR
+$61.0K
943
+735%
清仓
CRON
CRONOS GROUP INC
-$57.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$56.0K
11,608
+1%
清仓
AKBA
AKEBIA THERAPEUTICS INC
-$55.0K
0
-100%
增持
—
ABIOMED INC
+$54.0K
1,464
+1%
减持
USMV
ISHARES TR
-$53.0K
5,129
-19%
增持
PM
PHILIP MORRIS INTL INC
+$51.0K
3,856
+16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$50.0K
67,842
-0%
增持
V
VISA INC
+$50.0K
2,951
+11%
增持
WMT
WALMART INC
+$48.0K
2,969
+8%
增持
EMB
ISHARES TR
+$47.0K
689
+172%
增持
SCCO
SOUTHERN COPPER CORP
+$47.0K
5,086
+7%
增持
VDC
VANGUARD WORLD FDS
+$46.0K
610
+43%
增持
GDX
VANECK ETF TRUST
+$43.0K
1,519
+607%
减持
IWR
ISHARES TR
+$41.0K
15,002
-3%
增持
VAW
VANGUARD WORLD FDS
+$41.0K
455
+61%
