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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 28
增持 75
减持 42
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
REET
ISHARES TR
+$56.3M
2,559,808
+875%
增持
ISRG
INTUITIVE SURGICAL INC
+$21.9M
212,443
+25%
增持
VTI
VANGUARD INDEX FDS
+$19.8M
648,061
+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。
减持
LLY
ELI LILLY & CO
+$17.5M
396,647
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$11.2M
717,821
+5%
增持
DSTL
ETF SER SOLUTIONS
+$10.3M
1,686,853
+3%
增持
ACWI
ISHARES TR
+$6.6M
258,406
+21%
增持
IVV
ISHARES TR
+$5.8M
104,506
+2%
增持
VTV
VANGUARD INDEX FDS
+$5.5M
307,676
+5%
减持
MUB
ISHARES TR
+$4.8M
974,409
-1%
增持
KE
KIMBALL ELECTRONICS INC
+$3.1M
463,536
+35%
增持
MCD
MCDONALDS CORP
+$2.8M
79,619
+1%
减持
AAPL
APPLE INC
+$2.4M
133,707
-2%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.3M
12
+50%
减持
GII
SPDR INDEX SHS FDS
-$2.1M
63,465
-44%
减持
SPY
SPDR S&P 500 ETF TR
+$2.1M
48,753
-1%
减持
FNDX
SCHWAB STRATEGIC TR
+$2.0M
420,705
-2%
建仓
SPYM
SPDR SER TR
+$2.0M
35,226
增持
SYBT
STOCK YDS BANCORP INC
+$1.8M
147,878
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
30,478
+14%
清仓
WELL
WELLTOWER INC
-$1.4M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
26,252
+785%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$1.2M
373,292
-9%
增持
EFA
ISHARES TR
+$1.2M
179,079
+0%
增持
IWD
ISHARES TR
+$1.1M
45,259
+7%
增持
HNI
HNI CORP
+$1.0M
51,867
+58%
减持
JPM
JPMORGAN CHASE & CO
+$1.0M
44,276
-1%
减持
IWB
ISHARES TR
+$1.0M
40,908
-1%
减持
MSFT
MICROSOFT CORP
+$994.4K
17,038
-1%
增持
NVDA
NVIDIA CORPORATION
+$988.8K
13,141
+4%
增持
IVW
ISHARES TR
+$985.7K
45,907
+28%
增持
INTU
INTUIT
+$841.9K
3,059
+46%
减持
NKE
NIKE INC
+$830.6K
74,989
-2%
减持
VOO
VANGUARD INDEX FDS
+$684.0K
17,870
-1%
建仓
TRGP
TARGA RES CORP
+$651.5K
7,500
减持
WGO
WINNEBAGO INDS INC
-$582.0K
383,325
-20%
清仓
—
HORIZON THERAPEUTICS PUB L
-$578.5K
0
-100%
减持
MTUM
ISHARES TR
-$566.0K
116,735
-14%
减持
AMZN
AMAZON COM INC
+$520.6K
24,678
-3%
建仓
HSY
HERSHEY CO
+$517.3K
2,775
减持
IWN
ISHARES TR
+$493.0K
34,166
-4%
增持
FISV
FISERV INC
+$476.4K
5,350
+158%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$455.4K
152,284
-7%
增持
—
EXXON MOBIL CORP
-$442.2K
26,270
+1%
增持
TGT
TARGET CORP
+$418.1K
8,700
+17%
增持
IWF
ISHARES TR
+$403.9K
8,789
+3%
增持
—
EATON CORP PLC
+$378.5K
12,195
+2%
减持
BA
BOEING CO
+$363.6K
5,904
-4%
减持
ONB
OLD NATL BANCORP IND
+$363.5K
335,920
-8%
增持
JNJ
JOHNSON & JOHNSON
+$352.1K
14,180
+18%
增持
VV
VANGUARD INDEX FDS
+$329.3K
9,047
+8%
增持
ESGE
ISHARES INC
+$313.9K
158,041
+1%
减持
COST
COSTCO WHSL CORP NEW
+$305.4K
3,775
-2%
增持
AVGO
BROADCOM INC
+$295.6K
779
+13%
建仓
BAC
BANK AMERICA CORP
+$281.0K
8,346
增持
IWM
ISHARES TR
+$278.4K
7,729
+7%
增持
KO
COCA COLA CO
+$277.9K
17,904
+29%
增持
HD
HOME DEPOT INC
+$259.9K
5,242
+2%
建仓
FRME
FIRST MERCHANTS CORP
+$257.4K
6,942
建仓
AXP
AMERICAN EXPRESS CO
+$257.0K
1,372
增持
BX
BLACKSTONE INC
+$241.0K
7,857
+7%
建仓
ATO
ATMOS ENERGY CORP
+$238.2K
2,055
建仓
ARES
ARES MANAGEMENT CORPORATION
+$237.8K
2,000
建仓
GLD
SPDR GOLD TR
+$232.1K
1,214
建仓
LULU
LULULEMON ATHLETICA INC
+$230.1K
450
减持
DFIV
DIMENSIONAL ETF TRUST
-$226.6K
2,900
-71%
建仓
GS
GOLDMAN SACHS GROUP INC
+$225.3K
584
建仓
—
HILLENBRAND INC
+$224.8K
4,697
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$221.6K
2,866
增持
VB
VANGUARD INDEX FDS
+$219.2K
8,194
+1%
清仓
ET
ENERGY TRANSFER L P
-$218.9K
0
-100%
增持
META
META PLATFORMS INC
+$218.5K
3,718
+2%
增持
FITB
FIFTH THIRD BANCORP
+$215.6K
13,627
+36%
清仓
UNP
UNION PAC CORP
-$215.2K
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC
-$214.9K
525
-53%
减持
VXF
VANGUARD INDEX FDS
+$214.8K
32,923
-9%
建仓
—
ARISTA NETWORKS INC
+$214.6K
911
增持
PGR
PROGRESSIVE CORP
+$213.0K
10,561
+0%
增持
DIS
DISNEY WALT CO
+$209.8K
6,925
+35%
建仓
MDLZ
MONDELEZ INTL INC
+$208.8K
2,883
减持
SHOP
SHOPIFY INC
-$208.4K
4,190
-57%
建仓
LRGF
ISHARES TR
+$205.0K
4,245
建仓
TFC
TRUIST FINL CORP
+$204.9K
5,549
建仓
SCHW
SCHWAB CHARLES CORP
+$204.4K
2,971
清仓
FNV
FRANCO NEV CORP
-$203.6K
0
-100%
增持
TIP
ISHARES TR
+$194.0K
5,563
+43%
减持
WMT
WALMART INC
-$188.0K
4,961
-18%
增持
SBUX
STARBUCKS CORP
+$180.1K
4,939
+53%
增持
GOOGL
ALPHABET INC
+$163.3K
13,338
+3%
增持
IYW
ISHARES TR
+$156.9K
1,521
+436%
减持
EOG
EOG RES INC
-$154.0K
2,332
-32%
建仓
SDY
SPDR SER TR
+$139.5K
1,116
减持
INTC
INTEL CORP
+$135.0K
9,633
-2%
增持
ABT
ABBOTT LABS
+$132.0K
6,637
+7%
增持
SNEX
STONEX GROUP INC
+$130.7K
14,179
+50%
增持
VO
VANGUARD INDEX FDS
+$130.4K
3,517
+6%
增持
IJR
ISHARES TR
+$114.1K
5,526
+8%
减持
DHI
D R HORTON INC
+$112.0K
3,512
-10%
建仓
XLV
SELECT SECTOR SPDR TR
+$110.3K
809
增持
AMAL
AMALGAMATED FINANCIAL CORP
+$108.3K
10,724
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$107.6K
2,296
+13%
增持
HON
HONEYWELL INTL INC
+$107.6K
3,167
+5%
建仓
ITB
ISHARES TR
+$107.1K
1,053
增持
XLF
SELECT SECTOR SPDR TR
+$103.5K
13,139
+12%
建仓
SHY
ISHARES TR
+$100.7K
1,227
建仓
EWJ
ISHARES INC
+$99.7K
1,554
增持
COF
CAPITAL ONE FINL CORP
+$97.4K
2,573
+4%
增持
AOA
ISHARES TR
+$96.9K
8,222
+11%
增持
GNR
SPDR INDEX SHS FDS
+$95.6K
74,714
+1%
减持
USB
US BANCORP DEL
+$92.7K
10,361
-4%
减持
APD
AIR PRODS & CHEMS INC
-$91.5K
851
-26%
增持
SYK
STRYKER CORPORATION
+$87.3K
1,569
+12%
增持
CRM
SALESFORCE INC
+$84.3K
1,142
+7%
减持
DHR
DANAHER CORPORATION
-$83.9K
3,023
-4%
增持
QUAL
ISHARES TR
+$77.8K
3,773
+4%
减持
VGT
VANGUARD WORLD FDS
+$77.4K
1,336
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$75.5K
2,983
-16%
增持
AMGN
AMGEN INC
+$71.9K
2,954
+2%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$71.5K
1,109
建仓
XLU
SELECT SECTOR SPDR TR
+$69.9K
1,103
建仓
ACWX
ISHARES TR
+$69.5K
1,361
增持
VUG
VANGUARD INDEX FDS
+$69.4K
917
+16%
增持
ELV
ELEVANCE HEALTH INC
+$68.8K
1,844
+0%
增持
EFAX
SPDR INDEX SHS FDS
+$68.6K
16,528
+2%
减持
SLB
SCHLUMBERGER LTD
-$68.5K
9,796
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$67.7K
6,979
+16%
增持
LOW
LOWES COS INC
+$67.6K
2,560
+6%
增持
AOR
ISHARES TR
+$65.3K
16,469
+0%
增持
DE
DEERE & CO
+$60.6K
1,827
+3%
增持
PM
PHILIP MORRIS INTL INC
+$60.0K
3,678
+19%
减持
PG
PROCTER AND GAMBLE CO
-$59.5K
17,133
-3%
增持
OEF
ISHARES TR
+$59.0K
1,096
+18%
建仓
SPYV
SPDR SER TR
+$59.0K
1,266
减持
XLI
SELECT SECTOR SPDR TR
-$58.5K
154
-79%
增持
ABBV
ABBVIE INC
+$58.2K
5,422
+3%
增持
GE
GENERAL ELECTRIC CO
+$57.9K
3,358
+0%
增持
CAT
CATERPILLAR INC
+$57.2K
1,060
+13%
增持
AEP
AMERICAN ELEC PWR CO INC
+$56.8K
9,360
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$56.7K
1,027
-13%
减持
IWP
ISHARES TR
+$55.6K
5,494
-3%
减持
RTX
RTX CORPORATION
-$53.8K
4,333
-25%
增持
NEE
NEXTERA ENERGY INC
+$53.6K
15,306
+0%
增持
ARKK
ARK ETF TR
+$51.5K
3,174
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.4K
1,605
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$50.9K
7,592
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$49.7K
28,126
-0%
减持
PNC
PNC FINL SVCS GROUP INC
+$48.2K
1,794
-4%
减持
WFC
WELLS FARGO CO NEW
-$47.6K
4,761
-31%
建仓
IXC
ISHARES TR
+$45.7K
1,169
增持
—
INVESCO LTD
+$45.5K
12,944
+1%
