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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 43
增持 79
减持 21
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LLY
LILLY ELI & CO
+$66.4M
279,212
+49%
增持
VTI
VANGUARD INDEX FDS
+$20.3M
608,302
+9%
减持
ISRG
INTUITIVE SURGICAL INC
+$10.0M
171,287
-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。
增持
AAPL
APPLE INC
+$6.3M
142,145
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$5.8M
43,740
+32%
增持
IVV
ISHARES TR
+$3.6M
102,834
+0%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$3.3M
420,391
-12%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.0M
168,580
+16%
减持
REET
ISHARES TR
-$2.9M
319,886
-29%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
12,048
+36%
增持
MSFT
MICROSOFT CORP
+$2.5M
18,737
+41%
减持
WGO
WINNEBAGO INDS INC
-$2.5M
526,589
-19%
清仓
—
OAK STR HEALTH INC
-$2.1M
0
-100%
增持
NKE
NIKE INC
+$2.1M
38,601
+119%
减持
MTUM
ISHARES TR
+$2.0M
557,139
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.9M
63,531
+570%
增持
JPM
JPMORGAN CHASE & CO
+$1.8M
47,260
+21%
增持
AMZN
AMAZON COM INC
+$1.7M
26,819
+55%
增持
MCD
MCDONALDS CORP
+$1.6M
79,196
+1%
减持
SYBT
STOCK YDS BANCORP INC
-$1.5M
147,349
-0%
增持
VTV
VANGUARD INDEX FDS
+$1.4M
291,027
+1%
增持
MUB
ISHARES TR
+$1.4M
985,557
+2%
增持
IWN
ISHARES TR
+$985.7K
42,090
+17%
减持
ACWI
ISHARES TR
+$944.2K
214,214
-0%
增持
META
META PLATFORMS INC
+$909.3K
4,401
+164%
增持
GOOG
ALPHABET INC
+$866.4K
11,592
+125%
增持
COST
COSTCO WHSL CORP NEW
+$767.3K
4,443
+36%
减持
FNDX
SCHWAB STRATEGIC TR
+$703.6K
442,224
-2%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$674.8K
1,380
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$674.6K
23,307
-1%
建仓
BX
BLACKSTONE INC
+$672.6K
7,235
增持
WELL
WELLTOWER INC
+$642.7K
15,601
+81%
增持
XLK
SELECT SECTOR SPDR TR
+$606.6K
3,548
+5118%
建仓
UPS
UNITED PARCEL SERVICE INC
+$605.3K
3,377
增持
EFA
ISHARES TR
+$596.4K
179,219
+3%
增持
ICLN
ISHARES TR
+$578.8K
38,230
+507%
增持
AVGO
BROADCOM INC
+$570.2K
1,016
+109%
减持
IWB
ISHARES TR
+$564.8K
41,977
-2%
建仓
SLYV
SPDR SER TR
+$559.2K
7,245
增持
GOOGL
ALPHABET INC
+$544.4K
14,845
+25%
增持
—
EXXON MOBIL CORP
+$534.0K
27,006
+25%
增持
HON
HONEYWELL INTL INC
+$531.3K
3,965
+160%
建仓
TYL
TYLER TECHNOLOGIES INC
+$513.1K
1,232
建仓
APD
AIR PRODS & CHEMS INC
+$508.0K
1,696
减持
VOO
VANGUARD INDEX FDS
+$507.5K
18,199
-1%
增持
IJH
ISHARES TR
+$504.9K
6,993
+32%
增持
WMT
WALMART INC
+$503.4K
6,605
+82%
增持
V
VISA INC
+$499.1K
4,324
+85%
增持
HD
HOME DEPOT INC
+$497.4K
5,425
+35%
增持
UNH
UNITEDHEALTH GROUP INC
+$493.1K
1,714
+145%
建仓
XCEM
COLUMBIA ETF TR II
+$491.2K
17,175
建仓
DHI
D R HORTON INC
+$488.1K
4,011
增持
BA
BOEING CO
+$465.6K
6,211
+56%
增持
ORCL
ORACLE CORP
+$464.0K
9,395
+33%
增持
—
EATON CORP PLC
+$450.0K
13,237
+3%
建仓
NVO
NOVO-NORDISK A S
+$448.8K
2,773
建仓
NSC
NORFOLK SOUTHN CORP
+$428.6K
1,890
建仓
ECL
ECOLAB INC
+$410.7K
2,200
增持
MA
MASTERCARD INCORPORATED
+$408.2K
1,743
+128%
增持
ESGE
ISHARES INC
+$403.2K
157,329
+8%
增持
TSLA
TESLA INC
+$400.5K
3,371
+45%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$376.8K
14,809
-37%
建仓
VLO
VALERO ENERGY CORP
+$371.8K
3,170
增持
CSCO
CISCO SYS INC
+$367.0K
14,225
+102%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$363.3K
9,769
建仓
AXP
AMERICAN EXPRESS CO
+$358.7K
2,059
建仓
—
HESS CORP
+$341.9K
2,515
建仓
STZ
CONSTELLATION BRANDS INC
+$338.2K
1,374
建仓
ELV
ELEVANCE HEALTH INC
+$335.4K
755
增持
JNJ
JOHNSON & JOHNSON
+$335.3K
12,201
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$332.9K
1,680
+80%
增持
MRK
MERCK & CO INC
+$329.2K
8,933
+35%
建仓
ROL
ROLLINS INC
+$326.0K
7,612
增持
VYM
VANGUARD WHITEHALL FDS
+$325.5K
15,875
+23%
增持
IJR
ISHARES TR
+$316.6K
8,263
+58%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$315.4K
2,166
增持
SYK
STRYKER CORPORATION
+$306.6K
2,032
+85%
增持
NEE
NEXTERA ENERGY INC
+$296.0K
16,685
+37%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$291.0K
2,555
增持
ABBV
ABBVIE INC
+$288.8K
5,545
+93%
建仓
FNV
FRANCO NEV CORP
+$284.3K
1,994
建仓
INSP
INSPIRE MED SYS INC
+$282.8K
871
建仓
NEM
NEWMONT CORP
+$280.1K
6,566
建仓
COF
CAPITAL ONE FINL CORP
+$277.3K
2,535
建仓
KMI
KINDER MORGAN INC DEL
+$273.6K
15,887
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$272.6K
2,463
增持
DHR
DANAHER CORPORATION
+$257.5K
3,318
+55%
增持
PG
PROCTER AND GAMBLE CO
+$255.9K
18,185
+8%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$255.7K
2,261
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$249.3K
3,754
+11%
建仓
UNP
UNION PAC CORP
+$246.4K
1,204
增持
—
HORIZON THERAPEUTICS PUB L
+$241.4K
5,000
+100%
增持
AEE
AMEREN CORP
+$240.9K
6,810
+87%
清仓
VSXY
VICTORIAS SECRET AND CO
-$240.7K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$235.0K
10,000
+245%
建仓
EL
LAUDER ESTEE COS INC
+$233.7K
1,190
建仓
NUE
NUCOR CORP
+$230.6K
1,406
清仓
PFE
PFIZER INC
-$230.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$228.6K
3,278
+66%
建仓
ROP
ROPER TECHNOLOGIES INC
+$226.5K
471
建仓
PANW
PALO ALTO NETWORKS INC
+$225.6K
883
建仓
ATO
ATMOS ENERGY CORP
+$220.1K
1,892
清仓
MS
MORGAN STANLEY
-$219.2K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$218.6K
7,619
建仓
SYLD
CAMBRIA ETF TR
+$216.7K
3,543
建仓
—
INVESCO LTD
+$215.8K
12,840
建仓
SO
SOUTHERN CO
+$209.3K
2,980
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$208.7K
2,751
增持
ONB
OLD NATL BANCORP IND
-$206.0K
430,248
+0%
清仓
FRME
FIRST MERCHANTS CORP
-$205.0K
0
-100%
建仓
GM
GENERAL MTRS CO
+$204.8K
5,310
建仓
ULTA
ULTA BEAUTY INC
+$204.2K
434
清仓
EW
EDWARDS LIFESCIENCES CORP
-$203.1K
0
-100%
清仓
D
DOMINION ENERGY INC
-$200.1K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$191.7K
2,117
+31%
增持
—
AON PLC
+$189.5K
4,998
+3%
增持
—
LINDE PLC
+$179.6K
1,350
+43%
增持
WFC
WELLS FARGO CO NEW
+$177.8K
13,936
+25%
建仓
ESGV
VANGUARD WORLD FD
+$172.8K
2,205
建仓
AMAL
AMALGAMATED FINANCIAL CORP
+$168.8K
10,488
增持
AMGN
AMGEN INC
+$165.2K
3,257
+41%
减持
AOA
ISHARES TR
-$160.3K
7,682
-27%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$155.1K
6,817
+30%
减持
VNQ
VANGUARD INDEX FDS
-$152.8K
16,180
-11%
增持
INTC
INTEL CORP
+$146.6K
12,946
+48%
增持
GE
GENERAL ELECTRIC CO
+$137.6K
3,510
+35%
减持
VXF
VANGUARD INDEX FDS
+$132.6K
36,513
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$130.5K
26,687
+13%
增持
CVX
CHEVRON CORP NEW
+$128.4K
4,946
+24%
增持
AGG
ISHARES TR
+$125.9K
2,605
+101%
增持
SLB
SCHLUMBERGER LTD
+$124.3K
12,925
+24%
减持
PGR
PROGRESSIVE CORP
-$123.4K
10,956
-0%
增持
CVS
CVS HEALTH CORP
+$122.4K
5,232
+62%
增持
EOG
EOG RES INC
+$122.2K
3,534
+44%
减持
RJF
RAYMOND JAMES FINL INC
+$118.3K
11,332
-0%
增持
CRM
SALESFORCE INC
+$118.1K
1,605
+45%
增持
LOW
LOWES COS INC
+$113.8K
2,946
+7%
增持
IEFA
ISHARES TR
+$112.2K
2,338
+242%
增持
F
FORD MTR CO DEL
+$108.7K
41,918
+0%
减持
SHOP
SHOPIFY INC
+$107.4K
9,900
-11%
增持
TJX
TJX COS INC NEW
+$103.3K
5,631
+18%
增持
CAT
CATERPILLAR INC
+$100.5K
1,471
+29%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$96.1K
27,645
-8%
减持
IVE
ISHARES TR
+$93.7K
15,453
-2%
增持
ABT
ABBOTT LABS
+$93.1K
7,666
+5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$92.7K
1,213
-25%
增持
DE
DEERE & CO
+$90.3K
2,139
+14%
建仓
FYLD
CAMBRIA ETF TR
+$85.3K
3,551
增持
GNR
SPDR INDEX SHS FDS
+$84.4K
71,385
+8%
增持
QCOM
QUALCOMM INC
+$84.3K
5,631
+23%
