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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 59
减持 58
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$12.5M
557,192
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$8.2M
190,026
+25%
增持
AAPL
APPLE INC
+$5.1M
129,202
+3%
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
IWB
ISHARES TR
+$4.1M
42,919
+62%
增持
IVV
ISHARES TR
+$3.0M
102,727
+1%
增持
LLY
LILLY ELI & CO
-$2.7M
187,873
+2%
减持
USMV
ISHARES TR
-$2.3M
6,293
-84%
减持
IEFA
ISHARES TR
-$2.0M
683
-98%
减持
WGO
WINNEBAGO INDS INC
-$1.8M
651,839
-13%
增持
MCD
MCDONALDS CORP
+$1.6M
78,641
+2%
增持
SYBT
STOCK YDS BANCORP INC
-$1.4M
147,564
+0%
增持
GII
SPDR INDEX SHS FDS
+$1.3M
107,070
+25%
增持
MTUM
ISHARES TR
+$1.3M
563,466
+7%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
8,873
+10%
增持
EFA
ISHARES TR
+$1.1M
173,336
+1%
减持
VB
VANGUARD INDEX FDS
-$1.0M
4,653
-55%
增持
MSFT
MICROSOFT CORP
+$989.7K
13,291
+12%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$823.5K
145,236
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$742.9K
33,227
-1%
减持
ET
ENERGY TRANSFER L P
-$524.8K
15,599
-74%
清仓
IEP
ICAHN ENTERPRISES LP
-$469.0K
0
-100%
减持
ACWI
ISHARES TR
+$463.8K
215,089
-5%
增持
AMZN
AMAZON COM INC
+$433.5K
17,297
+7%
增持
VTV
VANGUARD INDEX FDS
-$411.5K
289,099
+1%
增持
VXF
VANGUARD INDEX FDS
+$405.9K
37,815
+3%
减持
VOO
VANGUARD INDEX FDS
+$399.9K
18,360
-1%
增持
BA
BOEING CO
+$355.6K
3,982
+55%
建仓
META
META PLATFORMS INC
+$353.7K
1,669
建仓
—
LINDE PLC
+$334.8K
942
减持
SCZ
ISHARES TR
-$333.7K
113
-98%
减持
KO
COCA COLA CO
-$331.6K
17,618
-21%
增持
GOOGL
ALPHABET INC
+$327.0K
11,882
+16%
建仓
SYK
STRYKER CORPORATION
+$313.3K
1,098
减持
FNDX
SCHWAB STRATEGIC TR
+$308.3K
450,751
-1%
清仓
—
LINDE PLC
-$306.3K
0
-100%
减持
AEE
AMEREN CORP
-$295.1K
3,649
-47%
清仓
USAC
USA COMPRESSION PARTNERS LP
-$292.9K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$288.3K
0
-100%
增持
—
EATON CORP PLC
+$275.4K
12,910
+5%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$273.1K
0
-100%
建仓
—
HORIZON THERAPEUTICS PUB L
+$272.9K
2,500
减持
SUSA
ISHARES TR
-$263.2K
3,106
-52%
建仓
CAT
CATERPILLAR INC
+$261.5K
1,143
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$243.4K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$241.5K
2,944
建仓
CVS
CVS HEALTH CORP
+$239.3K
3,221
清仓
ATO
ATMOS ENERGY CORP
-$238.8K
0
-100%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$234.1K
4,315
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$231.5K
1,766
清仓
TFC
TRUIST FINL CORP
-$228.7K
0
-100%
减持
IVE
ISHARES TR
-$224.5K
15,796
-13%
建仓
CRM
SALESFORCE INC
+$221.0K
1,106
增持
QQQ
INVESCO QQQ TR
+$220.5K
3,743
+2%
建仓
MS
MORGAN STANLEY
+$219.2K
2,497
建仓
GS
GOLDMAN SACHS GROUP INC
+$212.9K
651
减持
DPZ
DOMINOS PIZZA INC
-$204.8K
10,000
-1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$203.1K
2,455
增持
TSLA
TESLA INC
+$202.4K
2,323
+2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$201.4K
0
-100%
减持
RJF
RAYMOND JAMES FINL INC
-$156.2K
11,339
-0%
增持
GOOG
ALPHABET INC
+$153.0K
5,153
+19%
增持
—
EXXON MOBIL CORP
+$144.4K
21,543
+7%
减持
IWN
ISHARES TR
-$137.2K
36,057
-2%
增持
COST
COSTCO WHSL CORP NEW
+$135.7K
3,270
+0%
增持
V
VISA INC
+$132.2K
2,341
+23%
增持
JPM
JPMORGAN CHASE & CO
-$132.2K
38,972
+0%
减持
PFE
PFIZER INC
-$127.5K
5,638
-19%
减持
TGT
TARGET CORP
-$123.4K
5,867
-20%
增持
JNJ
JOHNSON & JOHNSON
-$120.4K
10,866
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$120.1K
13,077
-1%
减持
USB
US BANCORP DEL
-$117.4K
10,979
-7%
增持
DE
DEERE & CO
+$113.6K
1,881
+22%
增持
IWV
ISHARES TR
+$110.6K
6,941
+1%
减持
REET
ISHARES TR
-$110.0K
448,803
-2%
增持
QCOM
QUALCOMM INC
+$108.3K
4,593
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$107.2K
29,928
+1%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
+$99.6K
479,205
-3%
减持
ABT
ABBOTT LABS
-$98.8K
7,334
-4%
增持
PEP
PEPSICO INC
+$98.1K
4,420
+13%
减持
HON
HONEYWELL INTL INC
-$95.8K
1,525
-16%
清仓
STIP
ISHARES TR
-$94.1K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$91.6K
23,482
+2%
减持
BDX
BECTON DICKINSON & CO
-$90.1K
986
-25%
减持
NEE
NEXTERA ENERGY INC
-$85.9K
12,222
-1%
减持
DHR
DANAHER CORPORATION
-$79.0K
2,138
-8%
增持
ORCL
ORACLE CORP
+$78.9K
7,047
+0%
减持
MUB
ISHARES TR
-$78.3K
963,167
-2%
增持
INTC
INTEL CORP
+$75.8K
8,764
+10%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$73.4K
48,093
-4%
减持
AMGN
AMGEN INC
-$72.9K
2,308
-4%
减持
ESGE
ISHARES INC
-$72.7K
145,272
-6%
减持
IWD
ISHARES TR
-$71.7K
42,250
-1%
减持
—
AON PLC
+$71.7K
4,871
-0%
清仓
SNSR
GLOBAL X FDS
-$70.7K
0
-100%
减持
BALL
BALL CORP
+$69.2K
21,925
-2%
减持
WFC
WELLS FARGO CO NEW
-$68.4K
11,155
-5%
减持
GNR
SPDR INDEX SHS FDS
-$68.1K
65,930
-2%
增持
DGRO
ISHARES TR
+$66.8K
18,855
+8%
清仓
BOTZ
GLOBAL X FDS
-$66.4K
0
-100%
增持
CSCO
CISCO SYS INC
+$65.9K
7,059
+11%
减持
BP
BP PLC
-$64.9K
7,927
-24%
减持
EFG
ISHARES TR
+$64.5K
8,371
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$63.9K
561
+360%
清仓
FINX
GLOBAL X FDS
-$63.9K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
-$63.4K
2,339
+2%
增持
WMT
WALMART INC
+$63.1K
3,627
+9%
增持
FNDF
SCHWAB STRATEGIC TR
+$60.0K
10,238
+14%
减持
WELL
WELLTOWER INC
-$56.8K
8,638
-16%
增持
TJX
TJX COS INC NEW
+$56.6K
4,775
+20%
减持
SCCO
SOUTHERN COPPER CORP
+$56.1K
4,778
-6%
增持
AOR
ISHARES TR
+$54.5K
16,371
+1%
增持
NRGV
ENERGY VAULT HOLDINGS INC
+$52.3K
50,700
+182%
增持
HD
HOME DEPOT INC
-$51.8K
4,025
+3%
减持
VGT
VANGUARD WORLD FDS
-$51.3K
1,574
-24%
增持
CVX
CHEVRON CORP NEW
-$48.7K
3,983
+2%
减持
DRIV
GLOBAL X FDS
-$48.5K
152
-94%
增持
EFAX
SPDR INDEX SHS FDS
+$47.9K
16,243
+99%
减持
PM
PHILIP MORRIS INTL INC
-$45.7K
3,751
-8%
减持
VTEB
VANGUARD MUN BD FDS
-$45.1K
5,757
-15%
清仓
—
CANO HEALTH INC
-$44.5K
0
-100%
增持
AVGO
BROADCOM INC
+$44.4K
485
+2%
增持
CMCSA
COMCAST CORP NEW
+$42.2K
8,810
+6%
增持
VUG
VANGUARD INDEX FDS
+$41.4K
829
+7%
减持
CL
COLGATE PALMOLIVE CO
-$39.5K
4,065
-7%
减持
EOG
EOG RES INC
-$37.0K
2,462
-0%
清仓
CLOU
GLOBAL X FDS
-$36.5K
0
-100%
建仓
—
JPMORGAN CHASE & CO
+$36.4K
1,639
增持
FNDE
SCHWAB STRATEGIC TR
+$36.1K
6,269
+22%
减持
IJH
ISHARES TR
+$35.8K
5,291
-1%
清仓
HERO
GLOBAL X FDS
-$35.5K
0
-100%
建仓
ITA
ISHARES TR
+$34.8K
302
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$34.1K
1,614
-2%
减持
SCHX
SCHWAB STRATEGIC TR
+$33.5K
14,617
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
-$32.6K
8,726
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$31.9K
700
+2%
减持
LIT
GLOBAL X FDS
-$31.8K
4,137
-18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$29.0K
8,040
+10%
增持
FITB
FIFTH THIRD BANCORP
-$28.6K
10,114
+11%
清仓
BUG
GLOBAL X FDS
-$27.7K
0
-100%
增持
ABBV
ABBVIE INC
+$26.5K
2,876
+8%
减持
VNQ
VANGUARD INDEX FDS
-$26.5K
18,122
-2%
建仓
IYW
ISHARES TR
+$26.4K
284
增持
SCHF
SCHWAB STRATEGIC TR
+$25.9K
9,484
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$25.7K
23,641
-1%
增持
ARKK
ARK ETF TR
+$25.4K
2,636
+2%
减持
EEM
ISHARES TR
-$25.2K
4,140
-17%
减持
F
FORD MTR CO DEL
+$24.2K
41,712
-3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$23.7K
352
+8%
减持
QUAL
ISHARES TR
+$23.2K
3,622
-3%
减持
VLUE
ISHARES TR
-$22.7K
68
-79%
