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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 15
增持 40
减持 70
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
ISRG
INTUITIVE SURGICAL INC
-$21.7M
150,817
-19%
减持
WGO
WINNEBAGO INDS INC
-$20.1M
860,381
-3%
减持
MTUM
ISHARES TR
-$12.6M
621,671
-4%
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
VTI
VANGUARD INDEX FDS
+$9.1M
648,814
+13%
减持
LLY
LILLY ELI & CO
-$8.3M
173,901
-17%
减持
—
OAK STR HEALTH INC
-$3.5M
54,323
-64%
减持
BALL
BALL CORP
-$2.9M
21,883
-57%
减持
IVV
ISHARES TR
-$2.8M
82,757
-2%
清仓
CPRT
COPART INC
-$2.3M
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$2.2M
500,852
-7%
减持
AAPL
APPLE INC
-$2.0M
118,321
-7%
减持
MSFT
MICROSOFT CORP
-$1.9M
9,753
-33%
减持
SPY
SPDR S&P 500 ETF TR
-$1.9M
35,862
-6%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.7M
150,744
-5%
减持
VTV
VANGUARD INDEX FDS
-$1.7M
287,659
-4%
减持
ONB
OLD NATL BANCORP IND
-$1.7M
430,855
-10%
增持
SYBT
STOCK YDS BANCORP INC
-$1.6M
145,410
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
23,406
+3%
清仓
STLD
STEEL DYNAMICS INC
-$1.4M
0
-100%
减持
IWN
ISHARES TR
-$1.4M
38,234
-16%
减持
GOOG
ALPHABET INC
-$1.3M
203
-69%
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
建仓
HBNC
HORIZON BANCORP INC
+$1.3M
68,045
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$1.1M
49,853
减持
IWB
ISHARES TR
-$976.0K
16,891
-14%
减持
AMZN
AMAZON COM INC
-$903.0K
735
-26%
增持
DGRO
ISHARES TR
+$890.0K
21,213
+384%
增持
—
AMERICAN WELL CORP
+$880.0K
543,700
+133%
增持
ET
ENERGY TRANSFER L P
+$862.0K
200,624
+19%
增持
JPM
JPMORGAN CHASE & CO
-$857.0K
40,288
+0%
清仓
LEG
LEGGETT & PLATT INC
-$856.0K
0
-100%
清仓
—
STATE AUTO FINL CORP
-$823.0K
0
-100%
减持
WELL
WELLTOWER INC
-$788.0K
9,234
-53%
减持
VGT
VANGUARD WORLD FDS
-$782.0K
3,292
-30%
建仓
EFG
ISHARES TR
+$777.0K
8,067
减持
IWD
ISHARES TR
-$705.0K
44,981
-8%
减持
VXF
VANGUARD INDEX FDS
-$677.0K
36,298
-1%
减持
VLUE
ISHARES TR
-$669.0K
21,839
-19%
建仓
AEE
AMEREN CORP
+$634.0K
6,762
增持
QUAL
ISHARES TR
+$612.0K
6,062
+333%
减持
CRM
SALESFORCE COM INC
-$609.0K
1,061
-68%
增持
SUSA
ISHARES TR
+$575.0K
12,756
+105%
增持
VOO
VANGUARD INDEX FDS
-$545.0K
25,782
+0%
减持
REET
ISHARES TR
-$524.0K
138,346
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$515.0K
61,557
-9%
减持
IWP
ISHARES TR
-$417.0K
5,674
-34%
增持
MCD
MCDONALDS CORP
+$410.0K
4,583
+70%
减持
—
EXXON MOBIL CORP
+$379.0K
19,227
-3%
建仓
IEP
ICAHN ENTERPRISES LP
+$377.0K
7,259
减持
VNQ
VANGUARD INDEX FDS
-$364.0K
18,440
-9%
清仓
UNH
UNITEDHEALTH GROUP INC
-$362.0K
0
-100%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$361.0K
2,224
增持
HD
HOME DEPOT INC
-$336.0K
3,282
+3%
清仓
BBJP
J P MORGAN EXCHANGE-TRADED F
-$306.0K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$297.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$292.0K
11,328
减持
AGG
ISHARES TR
-$291.0K
1,220
-67%
减持
V
VISA INC
-$291.0K
1,574
-47%
减持
GOOGL
ALPHABET INC
-$290.0K
302
-23%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$289.0K
0
-100%
减持
ANGL
VANECK ETF TRUST
-$283.0K
7,338
-52%
建仓
USAC
USA COMPRESSION PARTNERS LP
+$264.0K
15,000
减持
NEE
NEXTERA ENERGY INC
-$263.0K
11,356
-13%
清仓
TJX
TJX COS INC NEW
-$260.0K
0
-100%
减持
IJR
ISHARES TR
-$257.0K
6,806
-21%
减持
XLF
SELECT SECTOR SPDR TR
-$254.0K
24,570
-20%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$247.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$247.0K
0
-100%
增持
ESGE
ISHARES INC
-$243.0K
160,372
+4%
减持
GNR
SPDR INDEX SHS FDS
-$240.0K
53,464
-20%
清仓
BBCA
J P MORGAN EXCHANGE-TRADED F
-$239.0K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$237.0K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$232.0K
4,135
-38%
减持
AOR
ISHARES TR
-$231.0K
16,990
-16%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$229.0K
2,102
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$224.0K
0
-100%
建仓
ATO
ATMOS ENERGY CORP
+$224.0K
1,877
清仓
MMM
3M CO
-$220.0K
0
-100%
清仓
CSX
CSX CORP
-$218.0K
0
-100%
增持
—
EATON CORP PLC
-$217.0K
12,549
+2%
清仓
SPYG
SPDR SER TR
-$217.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$214.0K
6,163
-41%
清仓
CVS
CVS HEALTH CORP
-$212.0K
0
-100%
减持
ABT
ABBOTT LABS
-$211.0K
8,036
-3%
减持
QCOM
QUALCOMM INC
-$207.0K
2,773
-20%
增持
USMV
ISHARES TR
+$207.0K
8,013
+56%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$205.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$204.0K
3,196
+5%
清仓
EZM
WISDOMTREE TR
-$203.0K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$202.0K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$201.0K
1,061
增持
SHOP
SHOPIFY INC
+$188.0K
910
+194%
增持
EEM
ISHARES TR
-$177.0K
61,561
+2%
增持
DE
DEERE & CO
+$169.0K
1,365
+17%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$166.0K
29,585
-3%
建仓
KBE
SPDR SER TR
+$157.0K
3,000
减持
NVDA
NVIDIA CORPORATION
-$155.0K
7,158
-0%
增持
SCHG
SCHWAB STRATEGIC TR
-$154.0K
21,760
+100%
减持
PEP
PEPSICO INC
-$152.0K
2,884
-21%
减持
F
FORD MTR CO DEL
-$151.0K
33,115
-3%
增持
VO
VANGUARD INDEX FDS
+$151.0K
3,436
+31%
增持
SPG
SIMON PPTY GROUP INC NEW
-$149.0K
5,618
+1%
减持
DIS
DISNEY WALT CO
-$145.0K
5,146
-6%
减持
QQQ
INVESCO QQQ TR
-$144.0K
2,425
-6%
增持
PG
PROCTER AND GAMBLE CO
-$142.0K
16,265
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$141.0K
3,378
-3%
减持
—
ACCENTURE PLC IRELAND
-$139.0K
1,101
-10%
减持
DHR
DANAHER CORPORATION
-$134.0K
2,177
-7%
减持
CSCO
CISCO SYS INC
-$132.0K
6,032
-18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$131.0K
6,976
+15%
减持
TIP
ISHARES TR
-$131.0K
12,528
-4%
清仓
BBAX
J P MORGAN EXCHANGE-TRADED F
-$126.0K
0
-100%
建仓
OEF
ISHARES TR
+$115.0K
550
减持
FITB
FIFTH THIRD BANCORP
-$114.0K
8,852
-22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$114.0K
6,873
+51%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$107.0K
1,135
-23%
增持
JNJ
JOHNSON & JOHNSON
+$102.0K
9,041
+3%
增持
EFAX
SPDR INDEX SHS FDS
-$101.0K
15,672
+1%
增持
KO
COCA COLA CO
+$100.0K
21,396
+3%
减持
CMCSA
COMCAST CORP NEW
-$93.0K
10,490
-10%
清仓
BOTZ
GLOBAL X FDS
-$88.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$87.0K
2,773
-21%
减持
XBI
SPDR SER TR
-$87.0K
2
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$87.0K
5,029
+5%
增持
TGT
TARGET CORP
-$85.0K
5,892
+2%
增持
META
META PLATFORMS INC
-$80.0K
1,888
+27%
清仓
PNQI
INVESCO EXCHANGE TRADED FD T
-$75.0K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$73.0K
2,223
-4%
减持
LMT
LOCKHEED MARTIN CORP
+$73.0K
904
-2%
建仓
IYR
ISHARES TR
+$69.0K
640
减持
INTC
INTEL CORP
-$62.0K
6,206
-14%
减持
ABBV
ABBVIE INC
+$61.0K
2,409
-1%
减持
BA
BOEING CO
-$59.0K
1,768
-10%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$56.0K
23,822
+1%
减持
HON
HONEYWELL INTL INC
-$48.0K
1,862
-5%
增持
MBIN
MERCHANTS BANCORP IND
-$46.0K
11,137
+50%
减持
AMGN
AMGEN INC
-$45.0K
2,032
-15%
减持
UNP
UNION PAC CORP
-$42.0K
784
-23%
减持
TFC
TRUIST FINL CORP
-$42.0K
8,501
-5%
增持
PNC
PNC FINL SVCS GROUP INC
-$42.0K
2,642
+0%
减持
IEMG
ISHARES INC
-$41.0K
4,762
-7%
减持
GDX
VANECK ETF TRUST
-$41.0K
219
-86%
增持
IWM
ISHARES TR
+$31.0K
3,435
+13%
增持
MRK
MERCK & CO INC
+$30.0K
5,375
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$27.0K
9,862
+101%
增持
AOA
ISHARES TR
+$21.0K
10,386
+9%
增持
EW
EDWARDS LIFESCIENCES CORP
-$21.0K
1,769
+0%
减持
IVE
ISHARES TR
-$19.0K
9,537
-1%
增持
BDX
BECTON DICKINSON & CO
+$18.0K
972
+1%
建仓
—
ORGANIGRAM HLDGS INC
+$17.0K
10,000
