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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 21
减持 89
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$82.8M
397,950
+43%
建仓
DSTL
ETF SER SOLUTIONS
+$72.9M
1,634,108
减持
MTUM
ISHARES TR
-$61.5M
135,151
-76%
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
AVUV
AMERICAN CENTY ETF TR
+$53.3M
683,157
减持
ISRG
INTUITIVE SURGICAL INC
-$8.8M
170,258
-1%
减持
WGO
WINNEBAGO INDS INC
-$6.6M
479,709
-9%
增持
KE
KIMBALL ELECTRONICS INC
+$5.1M
342,460
+119%
减持
MUB
ISHARES TR
-$4.3M
983,581
-0%
减持
AAPL
APPLE INC
-$4.3M
136,155
-4%
增持
NKE
NIKE INC
+$3.1M
76,458
+98%
减持
MCD
MCDONALDS CORP
-$2.8M
78,955
-0%
增持
DPZ
DOMINOS PIZZA INC
+$2.4M
15,130
+51%
减持
REET
ISHARES TR
-$1.8M
262,599
-18%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.8M
14,484
-77%
减持
IVV
ISHARES TR
-$1.7M
102,673
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
49,251
+13%
增持
VV
VANGUARD INDEX FDS
+$1.4M
8,403
+700%
建仓
SPDW
SPDR INDEX SHS FDS
+$1.4M
45,860
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
26,642
+14%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.4M
430,384
-3%
建仓
SCHM
SCHWAB STRATEGIC TR
+$1.2M
17,433
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.1M
163,249
-3%
建仓
HNI
HNI CORP
+$1.1M
32,835
减持
IWN
ISHARES TR
-$1.1M
35,515
-16%
减持
IVW
ISHARES TR
-$1.1M
35,983
-28%
建仓
SCHE
SCHWAB STRATEGIC TR
+$974.2K
40,695
减持
MSFT
MICROSOFT CORP
-$968.0K
17,142
-9%
增持
SYBT
STOCK YDS BANCORP INC
-$889.0K
147,525
+0%
减持
ACWI
ISHARES TR
-$885.8K
212,903
-1%
增持
VTV
VANGUARD INDEX FDS
-$874.8K
293,483
+1%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$867.6K
410,310
-2%
减持
BBWI
BATH & BODY WORKS INC
-$845.3K
20,881
-50%
减持
ONB
OLD NATL BANCORP IND
-$687.5K
365,212
-15%
减持
EFA
ISHARES TR
-$681.0K
178,647
-0%
增持
VB
VANGUARD INDEX FDS
+$603.4K
8,086
+74%
清仓
SLYV
SPDR SER TR
-$559.2K
0
-100%
减持
IWB
ISHARES TR
-$518.2K
41,349
-1%
增持
F
FORD MTR CO DEL
+$508.5K
92,010
+119%
减持
SCHX
SCHWAB STRATEGIC TR
-$482.9K
2,968
-75%
减持
IJH
ISHARES TR
-$467.8K
5,457
-22%
增持
ELV
ELEVANCE HEALTH INC
+$465.3K
1,839
+144%
增持
NVDA
NVIDIA CORPORATION
+$422.2K
12,687
+5%
增持
INTU
INTUIT
+$409.3K
2,094
+45%
减持
NEE
NEXTERA ENERGY INC
-$361.9K
15,292
-8%
减持
JPM
JPMORGAN CHASE & CO
-$361.2K
44,906
-5%
清仓
AXP
AMERICAN EXPRESS CO
-$358.7K
0
-100%
建仓
SPSM
SPDR SER TR
+$346.1K
9,379
减持
MRK
MERCK & CO INC
-$344.0K
6,671
-25%
减持
IJR
ISHARES TR
-$339.3K
5,132
-38%
清仓
ROL
ROLLINS INC
-$326.0K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$315.4K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$313.8K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$312.9K
6,900
-50%
建仓
MPC
MARATHON PETE CORP
+$309.6K
2,046
减持
AVGO
BROADCOM INC
-$307.4K
691
-32%
减持
PEP
PEPSICO INC
-$295.2K
3,243
-29%
增持
GII
SPDR INDEX SHS FDS
-$293.4K
112,393
+3%
减持
VOO
VANGUARD INDEX FDS
-$290.5K
18,135
-0%
减持
KO
COCA COLA CO
-$290.3K
13,882
-22%
增持
GNR
SPDR INDEX SHS FDS
+$288.6K
74,245
+4%
清仓
INSP
INSPIRE MED SYS INC
-$282.8K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$282.2K
3,319
-12%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$270.3K
0
-100%
减持
AMZN
AMAZON COM INC
-$267.1K
25,401
-5%
减持
HON
HONEYWELL INTL INC
-$266.2K
3,013
-24%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$255.7K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$251.9K
0
-100%
减持
RTX
RTX CORPORATION
-$249.5K
5,813
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$245.5K
1,291
-23%
建仓
TTD
THE TRADE DESK INC
+$237.9K
3,044
减持
SYK
STRYKER CORPORATION
-$237.4K
1,400
-31%
减持
ABT
ABBOTT LABS
-$237.2K
6,180
-19%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$237.0K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$235.8K
36,269
-1%
建仓
FISV
FISERV INC
+$234.3K
2,074
清仓
EL
LAUDER ESTEE COS INC
-$233.7K
0
-100%
清仓
NUE
NUCOR CORP
-$230.6K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$226.3K
1,185
-31%
清仓
PANW
PALO ALTO NETWORKS INC
-$225.6K
0
-100%
减持
ESGE
ISHARES INC
-$223.4K
156,966
-0%
减持
CSCO
CISCO SYS INC
-$221.7K
9,566
-33%
清仓
ATO
ATMOS ENERGY CORP
-$220.1K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$218.6K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$217.8K
0
-100%
清仓
CFA
VICTORY PORTFOLIOS II
-$216.8K
0
-100%
清仓
SYLD
CAMBRIA ETF TR
-$216.7K
0
-100%
清仓
CNI
CANADIAN NATL RY CO
-$211.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$211.2K
5,126
-27%
建仓
OKE
ONEOK INC NEW
+$209.9K
3,309
清仓
SO
SOUTHERN CO
-$209.3K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$208.7K
0
-100%
减持
TJX
TJX COS INC NEW
-$206.5K
3,048
-46%
减持
COST
COSTCO WHSL CORP NEW
-$205.6K
3,870
-13%
清仓
GM
GENERAL MTRS CO
-$204.8K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$204.2K
0
-100%
减持
QCOM
QUALCOMM INC
-$202.3K
4,214
-25%
清仓
GS
GOLDMAN SACHS GROUP INC
-$201.3K
0
-100%
减持
ADBE
ADOBE INC
-$197.0K
937
-32%
减持
DE
DEERE & CO
-$196.7K
1,776
-17%
减持
ORCL
ORACLE CORP
-$196.3K
8,710
-7%
减持
PG
PROCTER AND GAMBLE CO
-$189.2K
17,621
-3%
减持
BALL
BALL CORP
-$184.9K
21,883
-0%
减持
—
AON PLC
-$184.0K
4,754
-5%
减持
APD
AIR PRODS & CHEMS INC
-$183.5K
1,145
-32%
减持
GOOG
ALPHABET INC
-$180.6K
9,266
-20%
减持
CMCSA
COMCAST CORP NEW
-$173.8K
5,490
-45%
增持
NVO
NOVO-NORDISK A S
-$173.2K
3,030
+9%
减持
—
EXXON MOBIL CORP
+$172.2K
26,098
-3%
减持
META
META PLATFORMS INC
-$165.4K
3,656
-17%
减持
USMV
ISHARES TR
-$164.8K
4,876
-30%
减持
LOW
LOWES COS INC
-$162.8K
2,416
-18%
减持
NSC
NORFOLK SOUTHN CORP
-$161.1K
1,358
-28%
减持
JNJ
JOHNSON & JOHNSON
-$149.0K
12,010
-2%
增持
WELL
WELLTOWER INC
+$148.5K
17,218
+10%
清仓
EFAV
ISHARES TR
-$142.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$136.7K
6,993
-28%
减持
BA
BOEING CO
-$136.1K
6,132
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$133.0K
12,600
-15%
减持
HD
HOME DEPOT INC
-$128.5K
5,152
-5%
减持
CRM
SALESFORCE INC
-$122.9K
1,066
-34%
减持
UPS
UNITED PARCEL SERVICE INC
-$121.7K
3,103
-8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$121.2K
7,588
-14%
增持
TGT
TARGET CORP
-$120.3K
7,425
+4%
增持
BX
BLACKSTONE INC
+$115.1K
7,352
+2%
减持
KKR
KKR & CO INC
+$114.7K
20,579
-0%
减持
CVS
CVS HEALTH CORP
-$112.2K
3,573
-32%
减持
TSLA
TESLA INC
-$110.0K
3,087
-8%
减持
—
ACCENTURE PLC IRELAND
-$109.4K
1,771
-16%
减持
CAT
CATERPILLAR INC
-$105.8K
939
-36%
减持
SHOP
SHOPIFY INC
-$104.8K
9,800
-1%
减持
—
EATON CORP PLC
-$103.7K
11,995
-9%
减持
ECL
ECOLAB INC
-$99.0K
1,840
-16%
减持
MA
MASTERCARD INCORPORATED
-$98.7K
1,482
-15%
减持
DGRO
ISHARES TR
-$91.6K
16,182
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$90.5K
3,211
-9%
减持
AEP
AMERICAN ELEC PWR CO INC
-$87.5K
9,352
-0%
清仓
SCHA
SCHWAB STRATEGIC TR
-$87.2K
0
-100%
减持
V
VISA INC
-$85.4K
4,093
-5%
清仓
FYLD
CAMBRIA ETF TR
-$85.3K
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$84.8K
1,770
减持
INTC
INTEL CORP
-$83.9K
9,818
-24%
减持
FNV
FRANCO NEV CORP
-$80.8K
1,525
-24%
减持
EFX
EQUIFAX INC
-$80.4K
1,462
-1%
减持
TYL
TYLER TECHNOLOGIES INC
-$78.7K
1,125
-9%
减持
GOOGL
ALPHABET INC
-$77.1K
12,990
-12%
减持
IWM
ISHARES TR
-$77.0K
7,202
-0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$75.0K
43,928
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$73.1K
3,542
+39%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$72.6K
27,599
-0%
清仓
RWR
SPDR SER TR
-$72.4K
0
-100%
