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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 31
增持 81
减持 28
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MUB
ISHARES TR
+$98.6M
984,173
+1820%
增持
ACWI
ISHARES TR
+$18.6M
225,538
+2916%
减持
VTI
VANGUARD INDEX FDS
-$17.4M
529,641
-20%
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
+$16.6M
151,924
+20%
增持
IVV
ISHARES TR
+$9.1M
102,135
+22%
增持
REET
ISHARES TR
+$7.7M
457,993
+261%
增持
VTV
VANGUARD INDEX FDS
+$7.5M
287,376
+8%
减持
LLY
LILLY ELI & CO
+$7.3M
183,661
-1%
减持
MTUM
ISHARES TR
+$7.3M
527,939
-1%
增持
EFA
ISHARES TR
+$5.5M
171,845
+67%
建仓
GII
SPDR INDEX SHS FDS
+$4.5M
85,675
增持
MCD
MCDONALDS CORP
+$2.8M
77,343
+1%
增持
USMV
ISHARES TR
+$2.5M
38,663
+748%
减持
WGO
WINNEBAGO INDS INC
-$2.3M
747,839
-5%
减持
FNDX
SCHWAB STRATEGIC TR
+$2.1M
457,466
-2%
增持
IEFA
ISHARES TR
+$2.0M
33,023
+3917%
增持
GNR
SPDR INDEX SHS FDS
+$1.9M
67,205
+76%
清仓
—
ABIOMED INC
-$1.9M
0
-100%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$1.5M
494,173
-7%
增持
IVE
ISHARES TR
+$1.4M
18,072
+90%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
23,575
+7%
减持
VLUE
ISHARES TR
-$1.3M
318
-98%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.2M
23,844
-58%
增持
VB
VANGUARD INDEX FDS
+$1.1M
10,268
+112%
减持
JPM
JPMORGAN CHASE & CO
+$1.0M
38,857
-3%
减持
EEM
ISHARES TR
-$1.0M
4,976
-86%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$967.3K
145,624
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$908.0K
33,627
+0%
增持
IWM
ISHARES TR
+$827.7K
7,798
+142%
减持
TIP
ISHARES TR
-$788.3K
4,751
-61%
增持
MSFT
MICROSOFT CORP
+$766.0K
11,851
+33%
增持
NKE
NIKE INC
+$682.3K
18,300
+4%
减持
IVW
ISHARES TR
-$680.8K
49,833
-20%
减持
SCHG
SCHWAB STRATEGIC TR
-$616.8K
13,178
-45%
增持
IJH
ISHARES TR
+$606.8K
5,324
+71%
增持
—
EXXON MOBIL CORP
+$547.0K
20,108
+5%
增持
PG
PROCTER AND GAMBLE CO
+$522.2K
16,371
+6%
建仓
ABBV
ABBVIE INC
+$431.8K
2,672
建仓
SLV
ISHARES SILVER TR
+$431.4K
19,590
减持
IWD
ISHARES TR
+$425.7K
42,893
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$420.0K
44
-99%
增持
SYBT
STOCK YDS BANCORP INC
-$403.0K
147,214
+0%
增持
DPZ
DOMINOS PIZZA INC
+$401.5K
10,114
+1%
减持
VOO
VANGUARD INDEX FDS
+$400.9K
18,514
-0%
增持
BBWI
BATH & BODY WORKS INC
+$398.7K
41,451
+0%
减持
EFAX
SPDR INDEX SHS FDS
-$381.2K
8,142
-49%
建仓
UNH
UNITEDHEALTH GROUP INC
+$362.6K
684
增持
GOOGL
ALPHABET INC
+$362.6K
10,264
+81%
建仓
PFE
PFIZER INC
+$357.5K
6,977
增持
HD
HOME DEPOT INC
+$340.6K
3,924
+20%
建仓
VTEB
VANGUARD MUN BD FDS
+$336.8K
6,805
增持
SCZ
ISHARES TR
+$334.5K
6,028
+5235%
建仓
SBUX
STARBUCKS CORP
+$331.3K
3,340
建仓
TJX
TJX COS INC NEW
+$317.5K
3,989
清仓
AGGY
WISDOMTREE TR
-$304.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$302.6K
10,216
+11%
增持
—
EATON CORP PLC
+$298.6K
12,339
+0%
建仓
CMCSA
COMCAST CORP NEW
+$291.8K
8,345
建仓
MPC
MARATHON PETE CORP
+$288.3K
2,477
增持
AMZN
AMAZON COM INC
-$281.9K
16,108
+11%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$275.2K
326
增持
PEP
PEPSICO INC
+$273.7K
3,917
+47%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$273.1K
3,100
建仓
MA
MASTERCARD INCORPORATED
+$271.9K
782
减持
IWN
ISHARES TR
+$267.7K
36,617
-2%
建仓
AVGO
BROADCOM INC
+$266.7K
477
增持
KO
COCA COLA CO
+$263.5K
22,394
+8%
清仓
GM
GENERAL MTRS CO
-$257.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$247.5K
2,954
增持
NVDA
NVIDIA CORPORATION
+$243.0K
8,095
+5%
增持
MRK
MERCK & CO INC
+$242.6K
6,477
+17%
增持
ORCL
ORACLE CORP
+$242.0K
7,046
+29%
减持
IWF
ISHARES TR
-$239.2K
8,499
-13%
建仓
ATO
ATMOS ENERGY CORP
+$238.8K
2,131
建仓
TFC
TRUIST FINL CORP
+$228.7K
5,315
建仓
SPG
SIMON PPTY GROUP INC NEW
+$228.0K
1,941
清仓
GLD
SPDR GOLD TR
-$223.0K
0
-100%
增持
TSLA
TESLA INC
-$221.5K
2,269
+20%
建仓
CSX
CSX CORP
+$220.5K
7,117
增持
TGT
TARGET CORP
+$217.1K
7,348
+24%
增持
CVX
CHEVRON CORP NEW
+$213.6K
3,892
+15%
建仓
DOV
DOVER CORP
+$213.0K
1,573
建仓
INTC
INTEL CORP
+$210.5K
7,965
建仓
CNI
CANADIAN NATL RY CO
+$208.0K
1,750
建仓
CFA
VICTORY PORTFOLIOS II
+$206.6K
3,050
增持
PGR
PROGRESSIVE CORP
+$200.8K
11,000
+4%
增持
SLB
SCHLUMBERGER LTD
+$199.9K
10,398
+5%
减持
VXF
VANGUARD INDEX FDS
+$193.8K
36,849
-0%
增持
BA
BOEING CO
+$190.3K
2,574
+4%
增持
—
AON PLC
+$182.1K
4,878
+2%
清仓
VIS
VANGUARD WORLD FDS
-$180.0K
0
-100%
增持
ABT
ABBOTT LABS
+$179.5K
7,664
+12%
增持
DE
DEERE & CO
+$178.9K
1,546
+7%
增持
—
ACCENTURE PLC IRELAND
+$176.2K
1,706
+57%
增持
AMGN
AMGEN INC
+$172.9K
2,402
+18%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$172.0K
29,777
-0%
增持
AAPL
APPLE INC
+$168.9K
125,012
+7%
增持
KKR
KKR & CO INC
+$160.1K
22,515
+9%
增持
NEE
NEXTERA ENERGY INC
+$149.0K
12,296
+10%
增持
V
VISA INC
+$144.6K
1,904
+35%
增持
—
OAK STR HEALTH INC
-$141.5K
55,348
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$136.4K
1,647
+45%
增持
EFG
ISHARES TR
+$134.7K
8,592
+7%
清仓
KBE
SPDR SER TR
-$133.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$132.7K
4,345
+42%
减持
SUSA
ISHARES TR
-$129.2K
6,509
-26%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$128.4K
5,265
+7%
增持
DIS
DISNEY WALT CO
+$118.8K
6,535
+37%
增持
BDX
BECTON DICKINSON & CO
+$117.2K
1,314
+35%
清仓
SPYM
SPDR SER TR
-$114.0K
0
-100%
减持
ESGE
ISHARES INC
+$113.9K
154,503
-6%
增持
PM
PHILIP MORRIS INTL INC
+$113.5K
4,056
+13%
增持
DGRO
ISHARES TR
+$112.8K
17,516
+2%
增持
PCTY
PAYLOCITY HLDG CORP
-$105.7K
2,318
+1%
增持
INTU
INTUIT
+$103.4K
1,594
+19%
增持
—
LINDE PLC
+$99.3K
939
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$98.8K
920
+2%
清仓
—
SIMON PROPERTY GRP ACQ HOLDI
-$98.0K
0
-100%
增持
RJF
RAYMOND JAMES FINL INC
+$96.8K
11,360
+1%
增持
CSCO
CISCO SYS INC
+$94.2K
6,364
+22%
建仓
STIP
ISHARES TR
+$94.1K
970
增持
AEP
AMERICAN ELEC PWR CO INC
+$93.6K
8,706
+3%
增持
WFC
WELLS FARGO CO NEW
+$92.3K
11,754
+20%
增持
AOA
ISHARES TR
+$91.6K
11,140
+8%
增持
HON
HONEYWELL INTL INC
+$87.3K
1,807
+1%
增持
WMT
WALMART INC
+$83.7K
3,327
+11%
清仓
SPMD
SPDR SER TR
-$83.0K
0
-100%
增持
EFX
EQUIFAX INC
+$82.1K
1,714
+17%
增持
BALL
BALL CORP
+$82.1K
22,274
+2%
增持
WELL
WELLTOWER INC
+$82.0K
10,313
+12%
增持
DHR
DANAHER CORPORATION
+$81.9K
2,328
+12%
增持
LOW
LOWES COS INC
+$81.1K
2,721
+11%
增持
SCCO
SOUTHERN COPPER CORP
+$80.2K
5,104
+0%
建仓
SMRT
SMARTRENT INC
+$80.1K
32,963
增持
USB
US BANCORP DEL
+$77.2K
11,767
+9%
减持
IEMG
ISHARES INC
-$73.6K
5,297
-29%
建仓
SNSR
GLOBAL X FDS
+$70.7K
2,446
建仓
BOTZ
GLOBAL X FDS
+$66.4K
3,230
增持
AEE
AMEREN CORP
+$65.3K
6,864
+2%
建仓
FINX
GLOBAL X FDS
+$63.9K
3,318
增持
EOG
EOG RES INC
+$63.3K
2,465
+8%
增持
CL
COLGATE PALMOLIVE CO
+$62.9K
4,378
+9%
增持
IEP
ICAHN ENTERPRISES LP
+$59.0K
9,259
+12%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$57.0K
0
-100%
建仓
NRGV
ENERGY VAULT HOLDINGS INC
+$56.2K
18,000
建仓
EFV
ISHARES TR
+$55.2K
1,203
减持
IJS
ISHARES TR
-$54.5K
60
-92%
建仓
DRIV
GLOBAL X FDS
+$52.1K
2,624
减持
IYR
ISHARES TR
-$50.3K
673
-49%
减持
EMB
ISHARES TR
-$48.9K
427
-60%
