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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 23
增持 54
减持 56
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$30.0M
623,926
-4%
减持
ISRG
INTUITIVE SURGICAL INC
-$28.1M
86,467
-43%
减持
MTUM
ISHARES TR
-$27.9M
562,553
-10%
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。
建仓
JCPI
J P MORGAN EXCHANGE TRADED F
+$26.0M
538,351
增持
LLY
LILLY ELI & CO
+$6.6M
173,934
+0%
减持
IVV
ISHARES TR
-$6.2M
82,700
-0%
减持
VTV
VANGUARD INDEX FDS
-$6.0M
277,163
-4%
减持
FNDX
SCHWAB STRATEGIC TR
-$5.2M
472,992
-6%
增持
MCD
MCDONALDS CORP
+$4.8M
24,056
+425%
减持
AAPL
APPLE INC
-$4.5M
118,264
-0%
减持
DPZ
DOMINOS PIZZA INC
-$4.2M
10,002
-50%
减持
SPY
SPDR S&P 500 ETF TR
-$3.7M
33,167
-8%
增持
REET
ISHARES TR
+$3.4M
307,000
+122%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$2.4M
151,068
+0%
减持
VOO
VANGUARD INDEX FDS
-$1.8M
25,637
-1%
减持
ET
ENERGY TRANSFER L P
-$1.6M
60,599
-70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
24,832
+6%
增持
IWB
ISHARES TR
+$1.3M
26,578
+57%
增持
VXF
VANGUARD INDEX FDS
-$1.3M
36,312
+0%
减持
IVW
ISHARES TR
-$1.2M
62,163
-4%
减持
IWN
ISHARES TR
-$1.1M
37,480
-2%
增持
SYBT
STOCK YDS BANCORP INC
+$1.1M
146,385
+1%
增持
—
ABIOMED INC
+$1.0M
6,109
+317%
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
39,725
-1%
减持
GNR
SPDR INDEX SHS FDS
-$754.0K
49,953
-7%
减持
—
RENEW ENERGY GLOBAL PLC
-$726.0K
13,001
-87%
减持
ESGE
ISHARES INC
-$721.0K
159,994
-0%
减持
IWF
ISHARES TR
-$716.0K
11,722
-1%
增持
NVDA
NVIDIA CORPORATION
-$715.0K
8,164
+14%
减持
XLY
SELECT SECTOR SPDR TR
-$678.0K
1,741
-65%
增持
AMZN
AMAZON COM INC
-$658.0K
16,359
+2126%
减持
NKE
NIKE INC
-$621.0K
17,639
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$538.0K
2,117
-62%
清仓
TFC
TRUIST FINL CORP
-$482.0K
0
-100%
增持
DVY
ISHARES TR
+$469.0K
4,338
+1243%
增持
BALL
BALL CORP
-$463.0K
21,898
+0%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$453.0K
14,330
减持
CVX
CHEVRON CORP NEW
-$437.0K
3,908
-37%
减持
TGT
TARGET CORP
-$429.0K
5,810
-1%
减持
VLUE
ISHARES TR
-$411.0K
20,690
-5%
减持
IWV
ISHARES TR
-$395.0K
6,895
-4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$383.0K
18,643
-22%
建仓
PFE
PFIZER INC
+$381.0K
7,260
清仓
VSXY
VICTORIAS SECRET AND CO
-$361.0K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$344.0K
2,433
减持
SUSA
ISHARES TR
-$341.0K
11,084
-13%
减持
—
EATON CORP PLC
-$339.0K
12,423
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$336.0K
19,284
-22%
增持
—
EXXON MOBIL CORP
+$330.0K
22,401
+17%
建仓
AGGY
WISDOMTREE TR
+$322.0K
7,200
减持
COST
COSTCO WHSL CORP NEW
-$321.0K
3,095
-1%
减持
DGRO
ISHARES TR
-$315.0K
17,168
-19%
增持
MSFT
MICROSOFT CORP
-$314.0K
10,486
+8%
减持
VGT
VANGUARD WORLD FDS
-$306.0K
3,262
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$304.0K
60,888
-1%
减持
USMV
ISHARES TR
-$302.0K
4,561
-43%
建仓
COP
CONOCOPHILLIPS
+$301.0K
3,357
减持
TIP
ISHARES TR
-$298.0K
11,084
-12%
增持
VNQ
VANGUARD INDEX FDS
-$278.0K
18,880
+2%
建仓
FXF
INVESCO CURRENCYSHARES SWISS
+$277.0K
2,950
减持
KKR
KKR & CO INC
-$268.0K
21,164
-1%
减持
QUAL
ISHARES TR
-$265.0K
4,930
-19%
增持
—
AON PLC
-$263.0K
4,805
+0%
清仓
GE
GENERAL ELECTRIC CO
-$258.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$249.0K
2,686
清仓
DOV
DOVER CORP
-$244.0K
0
-100%
建仓
MET
METLIFE INC
+$243.0K
3,863
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$242.0K
1,718
-23%
增持
JNJ
JOHNSON & JOHNSON
+$238.0K
10,365
+15%
减持
RJF
RAYMOND JAMES FINL INC
-$236.0K
11,303
-0%
清仓
CNI
CANADIAN NATL RY CO
-$235.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$231.0K
1,372
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$227.0K
18,847
清仓
CFA
VICTORY PORTFOLIOS II
-$226.0K
0
-100%
增持
MRK
MERCK & CO INC
+$226.0K
7,313
+36%
清仓
CRM
SALESFORCE COM INC
-$225.0K
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$223.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$220.0K
750
-73%
增持
DIS
DISNEY WALT CO
-$220.0K
5,150
+0%
减持
CMCSA
COMCAST CORP NEW
-$219.0K
6,941
-34%
减持
EFAX
SPDR INDEX SHS FDS
-$216.0K
15,113
-4%
清仓
UNP
UNION PAC CORP
-$214.0K
0
-100%
增持
TSLA
TESLA INC
-$208.0K
682
+10%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$208.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$207.0K
2,399
-1%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$205.0K
4,440
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$203.0K
4,245
清仓
COIN
COINBASE GLOBAL INC
-$201.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$194.0K
9,125
+31%
清仓
MDYG
SPDR SER TR
-$186.0K
0
-100%
减持
IVE
ISHARES TR
-$179.0K
9,503
-0%
增持
HBNC
HORIZON BANCORP INC
+$177.0K
83,045
+22%
减持
IWM
ISHARES TR
-$171.0K
3,155
-8%
增持
EEM
ISHARES TR
-$166.0K
65,150
+6%
增持
GOOGL
ALPHABET INC
-$142.0K
320
+6%
增持
F
FORD MTR CO DEL
-$136.0K
38,084
+15%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$135.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$133.0K
0
-100%
减持
INTU
INTUIT
-$133.0K
1,349
-1%
减持
AOR
ISHARES TR
-$132.0K
16,352
-4%
减持
GOOG
ALPHABET INC
-$132.0K
199
-2%
增持
WELL
WELLTOWER INC
-$125.0K
9,261
+0%
增持
ICLN
ISHARES TR
+$120.0K
6,303
建仓
XETYX
EATON VANCE TAX-MANAGED DIVE
+$119.0K
10,500
减持
META
META PLATFORMS INC
-$117.0K
1,879
-0%
增持
BP
BP PLC
+$117.0K
15,134
+43%
增持
PYPL
PAYPAL HLDGS INC
-$115.0K
3,645
+14%
建仓
PSEC
PROSPECT CAP CORP
+$114.0K
16,300
增持
SHOP
SHOPIFY INC
-$112.0K
16,100
+1669%
增持
EFA
ISHARES TR
-$107.0K
24,212
+10%
建仓
—
MSP RECOVERY INC
+$107.0K
50,000
增持
PEP
PEPSICO INC
+$106.0K
3,537
+23%
减持
CSCO
CISCO SYS INC
-$105.0K
5,413
-10%
增持
BBWI
BATH & BODY WORKS INC
+$105.0K
41,374
+96%
减持
WFC
WELLS FARGO CO NEW
-$104.0K
10,670
-1%
建仓
ING
ING GROEP N.V.
+$103.0K
10,388
建仓
PNNT
PENNANTPARK INVT CORP
+$101.0K
16,400
建仓
BCX
BLACKROCK RES & COMMODITIES
+$99.0K
11,052
清仓
CWB
SPDR SER TR
-$97.0K
0
-100%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$97.0K
11,000
增持
IEMG
ISHARES INC
+$93.0K
7,302
+53%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$93.0K
32,239
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$90.0K
8,666
+26%
减持
QCOM
QUALCOMM INC
-$88.0K
2,633
-5%
增持
SCHX
SCHWAB STRATEGIC TR
-$85.0K
9,981
+1%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$84.0K
2,900
增持
AOA
ISHARES TR
-$83.0K
10,571
+2%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$82.0K
0
-100%
减持
NI
NISOURCE INC
-$80.0K
33,563
-0%
增持
FITB
FIFTH THIRD BANCORP
-$80.0K
8,963
+1%
建仓
MUB
ISHARES TR
+$79.0K
740
增持
EFX
EQUIFAX INC
-$79.0K
1,464
+0%
清仓
TLT
ISHARES TR
-$76.0K
0
-100%
增持
USB
US BANCORP DEL
+$75.0K
14,105
+31%
增持
ABT
ABBOTT LABS
-$75.0K
8,065
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$71.0K
3,920
-5%
减持
IBB
ISHARES TR
-$70.0K
691
-40%
增持
CE
CELANESE CORP DEL
-$70.0K
2,946
+1%
增持
ARKK
ARK ETF TR
-$67.0K
2,636
+2%
增持
PNC
PNC FINL SVCS GROUP INC
-$66.0K
2,669
+1%
增持
ELAN
ELANCO ANIMAL HEALTH INC
-$66.0K
10,224
+0%
增持
INTC
INTEL CORP
+$64.0K
9,942
+60%
增持
DHR
DANAHER CORPORATION
-$64.0K
2,267
+4%
增持
LOW
LOWES COS INC
-$60.0K
2,509
+2%
增持
ORCL
ORACLE CORP
-$60.0K
5,610
+3%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$59.0K
767
增持
—
ACCENTURE PLC IRELAND
-$58.0K
1,129
+3%
减持
SCZ
ISHARES TR
-$57.0K
113
-88%
增持
NEE
NEXTERA ENERGY INC
-$56.0K
11,693
+3%
增持
GM
GENERAL MTRS CO
-$55.0K
8,123
+13%
