小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 31
减持 81
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
MCD
MCDONALDS CORP
+$11.7M
76,296
+217%
减持
MTUM
ISHARES TR
-$6.9M
531,925
-5%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.3M
126,314
+46%
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
MUB
ISHARES TR
+$5.2M
51,250
+6826%
减持
REET
ISHARES TR
-$4.7M
126,974
-59%
增持
EFA
ISHARES TR
+$4.3M
103,000
+325%
减持
VTV
VANGUARD INDEX FDS
-$3.7M
266,164
-4%
增持
LLY
LILLY ELI & CO
+$3.5M
185,296
+7%
减持
VOO
VANGUARD INDEX FDS
-$2.8M
18,592
-27%
清仓
—
AMERICAN WELL CORP
-$2.3M
0
-100%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$1.9M
531,224
-1%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.8M
467,005
-1%
减持
EEM
ISHARES TR
-$1.4M
34,349
-47%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.3M
146,860
-3%
增持
IVV
ISHARES TR
-$1.2M
84,043
+2%
增持
SYBT
STOCK YDS BANCORP INC
+$1.2M
146,585
+0%
增持
VTI
VANGUARD INDEX FDS
+$932.0K
660,928
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$883.0K
22,086
-11%
减持
DPZ
DOMINOS PIZZA INC
-$796.0K
10,000
-0%
减持
ONB
OLD NATL BANCORP IND
+$714.0K
430,212
-0%
减持
GNR
SPDR INDEX SHS FDS
-$711.0K
38,225
-23%
增持
ESGE
ISHARES INC
-$637.0K
163,800
+2%
减持
MSFT
MICROSOFT CORP
-$617.0K
8,912
-15%
建仓
ACWI
ISHARES TR
+$582.0K
7,479
增持
SPY
SPDR S&P 500 ETF TR
-$560.0K
33,461
+1%
建仓
PCTY
PAYLOCITY HLDG CORP
+$556.0K
2,303
减持
PG
PROCTER AND GAMBLE CO
-$548.0K
15,516
-11%
减持
IWF
ISHARES TR
-$504.0K
9,793
-16%
减持
VLUE
ISHARES TR
-$495.0K
16,835
-19%
减持
BALL
BALL CORP
-$449.0K
21,883
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$444.0K
57,331
-6%
减持
IWD
ISHARES TR
-$442.0K
44,699
-1%
减持
VGT
VANGUARD WORLD FDS
-$432.0K
2,060
-37%
清仓
ABBV
ABBVIE INC
-$384.0K
0
-100%
清仓
PFE
PFIZER INC
-$381.0K
0
-100%
清仓
INTC
INTEL CORP
-$372.0K
0
-100%
增持
—
ABIOMED INC
+$355.0K
7,599
+24%
减持
NKE
NIKE INC
-$344.0K
17,552
-0%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$344.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$338.0K
9,192
-11%
增持
QQQ
INVESCO QQQ TR
+$323.0K
3,725
+55%
减持
IWB
ISHARES TR
-$305.0K
26,438
-1%
清仓
META
META PLATFORMS INC
-$303.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$301.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$298.0K
7,744
-5%
减持
IWN
ISHARES TR
-$293.0K
37,305
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$290.0K
29,788
-8%
增持
JPM
JPMORGAN CHASE & CO
-$285.0K
40,078
+1%
清仓
CMCSA
COMCAST CORP NEW
-$272.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$257.0K
11,504
-40%
减持
DFAS
DIMENSIONAL ETF TRUST
-$256.0K
480
-92%
清仓
CVS
CVS HEALTH CORP
-$249.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$247.0K
19,134
-15%
清仓
MET
METLIFE INC
-$243.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$239.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$236.0K
5,367
-38%
减持
BBWI
BATH & BODY WORKS INC
+$234.0K
41,362
-0%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$232.0K
0
-100%
减持
IJH
ISHARES TR
-$230.0K
3,106
-23%
减持
SUSA
ISHARES TR
-$229.0K
8,757
-21%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$227.0K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$227.0K
3,405
减持
VNQ
VANGUARD INDEX FDS
-$222.0K
18,680
-1%
清仓
DUK
DUKE ENERGY CORP NEW
-$218.0K
0
-100%
减持
ABT
ABBOTT LABS
-$214.0K
6,843
-15%
清仓
XLC
SELECT SECTOR SPDR TR
-$213.0K
0
-100%
减持
USB
US BANCORP DEL
-$213.0K
10,812
-23%
减持
VIS
VANGUARD WORLD FDS
-$213.0K
1,141
-53%
清仓
ATO
ATMOS ENERGY CORP
-$210.0K
0
-100%
建仓
VSXY
VICTORIAS SECRET AND CO
+$205.0K
7,035
减持
KO
COCA COLA CO
-$205.0K
20,732
-5%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$203.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$202.0K
7,044
-23%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$201.0K
0
-100%
减持
MRK
MERCK & CO INC
-$191.0K
5,530
-24%
增持
SCHX
SCHWAB STRATEGIC TR
+$181.0K
14,806
+48%
减持
WELL
WELLTOWER INC
-$169.0K
9,234
-0%
减持
PEP
PEPSICO INC
-$155.0K
2,660
-25%
增持
GOOGL
ALPHABET INC
-$154.0K
5,677
+1674%
减持
IJR
ISHARES TR
-$153.0K
5,456
-20%
清仓
XLE
SELECT SECTOR SPDR TR
-$151.0K
0
-100%
减持
BP
BP PLC
-$130.0K
10,467
-31%
清仓
—
ARK ETF TR
-$121.0K
0
-100%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$119.0K
0
-100%
清仓
PSEC
PROSPECT CAP CORP
-$114.0K
0
-100%
清仓
VDC
VANGUARD WORLD FDS
-$113.0K
0
-100%
减持
QUAL
ISHARES TR
-$110.0K
4,240
-14%
增持
SCHF
SCHWAB STRATEGIC TR
+$109.0K
9,238
+92%
减持
RJF
RAYMOND JAMES FINL INC
+$106.0K
11,299
-0%
建仓
SPEM
SPDR INDEX SHS FDS
+$104.0K
3,349
减持
AMZN
AMAZON COM INC
-$103.0K
14,470
-12%
清仓
PNNT
PENNANTPARK INVT CORP
-$101.0K
0
-100%
清仓
BCX
BLACKROCK RES & COMMODITIES
-$99.0K
0
-100%
清仓
BDJ
BLACKROCK ENHANCED EQUITY DI
-$97.0K
0
-100%
减持
SHOP
SHOPIFY INC
-$96.0K
15,100
-6%
减持
KKR
KKR & CO INC
-$95.0K
20,579
-3%
减持
AAPL
APPLE INC
-$95.0K
116,312
-2%
建仓
IYY
ISHARES TR
+$91.0K
1,038
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$90.0K
10,092
-25%
增持
SCHG
SCHWAB STRATEGIC TR
+$87.0K
24,178
+11%
减持
AEP
AMERICAN ELEC PWR CO INC
-$84.0K
8,476
-0%
增持
GOOG
ALPHABET INC
-$84.0K
3,664
+1741%
建仓
SPMD
SPDR SER TR
+$83.0K
2,143
减持
CE
CELANESE CORP DEL
-$83.0K
2,913
-1%
清仓
IBB
ISHARES TR
-$81.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$81.0K
3,372
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$79.0K
23,091
+24%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$77.0K
4,927
-1%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$74.0K
10,219
-0%
减持
VAW
VANGUARD WORLD FDS
-$73.0K
15
-97%
减持
PM
PHILIP MORRIS INTL INC
-$73.0K
3,574
-5%
减持
—
EATON CORP PLC
+$73.0K
12,280
-1%
增持
IWV
ISHARES TR
-$70.0K
6,903
+0%
减持
AEE
AMEREN CORP
-$67.0K
6,762
-0%
建仓
VBR
VANGUARD INDEX FDS
+$65.0K
450
减持
AOR
ISHARES TR
-$62.0K
16,143
-1%
增持
IEP
ICAHN ENTERPRISES LP
+$61.0K
8,259
+14%
减持
AOA
ISHARES TR
-$59.0K
10,354
-2%
增持
VXF
VANGUARD INDEX FDS
-$59.0K
36,989
+2%
减持
ORCL
ORACLE CORP
-$58.0K
5,468
-3%
增持
TGT
TARGET CORP
+$57.0K
5,919
+2%
增持
EFAX
SPDR INDEX SHS FDS
-$55.0K
15,984
+6%
减持
BA
BOEING CO
-$52.0K
2,480
-4%
减持
HD
HOME DEPOT INC
-$50.0K
3,258
-6%
减持
DE
DEERE & CO
-$50.0K
1,450
-19%
减持
FRME
FIRST MERCHANTS CORP
-$49.0K
6,222
-24%
增持
IYR
ISHARES TR
+$48.0K
1,313
+105%
减持
V
VISA INC
-$48.0K
1,414
-7%
减持
LMT
LOCKHEED MARTIN CORP
-$44.0K
904
-1%
减持
CL
COLGATE PALMOLIVE CO
-$44.0K
4,011
-1%
减持
AMGN
AMGEN INC
-$43.0K
2,032
-1%
增持
TSLA
TESLA INC
+$42.0K
1,890
+177%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$42.0K
5,405
-1%
增持
IJT
ISHARES TR
+$39.0K
1,064
+62%
减持
DHR
DANAHER CORPORATION
-$39.0K
2,077
-8%
减持
VO
VANGUARD INDEX FDS
-$39.0K
3,392
-1%
减持
D
DOMINION ENERGY INC
-$38.0K
3,354
-1%
增持
IEMG
ISHARES INC
-$37.0K
7,460
+2%
减持
DIS
DISNEY WALT CO
-$37.0K
4,755
-8%
减持
COST
COSTCO WHSL CORP NEW
-$36.0K
3,064
-1%
增持
F
FORD MTR CO DEL
+$35.0K
41,001
+8%
建仓
SDY
SPDR SER TR
+$34.0K
308
减持
—
ACCENTURE PLC IRELAND
-$34.0K
1,084
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$33.0K
2,119
-5%
清仓
—
JPMORGAN CHASE & CO
-$31.0K
0
-100%
增持
TIP
ISHARES TR
+$31.0K
12,331
+11%
增持
EMB
ISHARES TR
+$30.0K
1,068
+67%
清仓
DHC
DIVERSIFIED HEALTHCARE TR
-$29.0K
0
-100%
减持
—
LINDE PLC
-$28.0K
769
-6%
减持
NEE
NEXTERA ENERGY INC
-$27.0K
11,207
-4%
