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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 60
减持 61
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$43.4M
352,985
-11%
增持
VTI
VANGUARD INDEX FDS
+$18.7M
663,516
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$8.7M
201,305
-5%
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
DSTL
ETF SER SOLUTIONS
+$6.9M
1,672,022
-1%
减持
NVDA
NVIDIA CORPORATION
+$5.3M
13,046
-1%
减持
KE
KIMBALL ELECTRONICS INC
-$5.1M
342,472
-26%
减持
IVV
ISHARES TR
+$2.8M
100,331
-4%
减持
MUB
ISHARES TR
-$2.7M
956,554
-2%
增持
AAPL
APPLE INC
-$2.7M
134,403
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
49,150
+1%
减持
VTV
VANGUARD INDEX FDS
+$2.5M
297,869
-3%
减持
AVUV
AMERICAN CENTY ETF TR
+$2.3M
712,498
-1%
减持
WGO
WINNEBAGO INDS INC
-$2.2M
348,325
-9%
减持
MTUM
ISHARES TR
+$2.1M
109,172
-6%
清仓
SPYM
SPDR SER TR
-$2.0M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.7M
12,745
-29%
减持
SPDW
SPDR INDEX SHS FDS
-$1.5M
606
-99%
减持
FNDX
SCHWAB STRATEGIC TR
+$1.5M
409,085
-3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
8
-33%
减持
REET
ISHARES TR
-$1.4M
2,555,594
-0%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
44,447
+0%
清仓
SCHM
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$1.3M
1,808
-83%
增持
DPZ
DOMINOS PIZZA INC
+$1.3M
15,138
+0%
增持
MCD
MCDONALDS CORP
-$1.1M
79,748
+0%
增持
NKE
NIKE INC
-$1.0M
75,507
+1%
增持
MSFT
MICROSOFT CORP
+$964.8K
17,522
+3%
清仓
BBWI
BATH & BODY WORKS INC
-$901.2K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$896.7K
25,769
-22%
减持
—
EATON CORP PLC
+$847.3K
12,102
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$797.4K
27,601
+125%
增持
QQQ
INVESCO QQQ TR
+$784.4K
4,788
+46%
增持
META
META PLATFORMS INC
+$772.2K
4,301
+16%
减持
BA
BOEING CO
-$757.7K
4,048
-31%
增持
AMZN
AMAZON COM INC
+$746.0K
24,923
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$742.9K
11,887
-55%
减持
HNI
HNI CORP
-$664.8K
33,343
-36%
清仓
TRGP
TARGA RES CORP
-$651.5K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$546.3K
5,461
+55%
清仓
DHI
D R HORTON INC
-$533.8K
0
-100%
减持
INTU
INTUIT
-$524.5K
2,134
-30%
清仓
HSY
HERSHEY CO
-$517.3K
0
-100%
减持
EFA
ISHARES TR
+$514.9K
175,413
-2%
减持
JNJ
JOHNSON & JOHNSON
-$452.9K
11,188
-21%
增持
KKR
KKR & CO INC
+$382.2K
20,751
+1%
减持
IWD
ISHARES TR
+$380.7K
43,882
-3%
减持
FISV
FISERV INC
-$368.7K
2,140
-60%
减持
IWB
ISHARES TR
-$354.3K
36,018
-12%
建仓
—
PENTAIR PLC
+$353.9K
4,142
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$336.8K
363,356
-3%
增持
COST
COSTCO WHSL CORP NEW
+$321.7K
3,840
+2%
清仓
—
ATLANTIC COASTAL ACQUISTN CO
-$320.3K
0
-100%
增持
IWF
ISHARES TR
+$315.6K
8,842
+1%
减持
TSLA
TESLA INC
-$312.7K
2,624
-16%
减持
GOOGL
ALPHABET INC
-$307.1K
10,310
-23%
增持
CAT
CATERPILLAR INC
+$293.8K
1,657
+56%
建仓
—
NVENT ELECTRIC PLC
+$293.8K
3,897
增持
VUG
VANGUARD INDEX FDS
+$271.5K
1,617
+76%
增持
GE
GENERAL ELECTRIC CO
+$249.3K
3,862
+15%
减持
TIP
ISHARES TR
-$245.8K
3,279
-41%
增持
VGT
VANGUARD WORLD FD
+$239.5K
1,690
+26%
减持
VB
VANGUARD INDEX FDS
-$239.1K
6,601
-19%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$237.8K
0
-100%
建仓
GM
GENERAL MTRS CO
+$235.6K
5,194
清仓
APD
AIR PRODS & CHEMS INC
-$233.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$232.1K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$230.7K
1,232
-33%
清仓
LULU
LULULEMON ATHLETICA INC
-$230.1K
0
-100%
增持
HD
HOME DEPOT INC
+$221.5K
5,313
+1%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$220.4K
2,084
增持
BALL
BALL CORP
+$219.7K
21,948
+0%
清仓
TYL
TYLER TECHNOLOGIES INC
-$219.5K
0
-100%
增持
—
AON PLC
+$212.0K
4,781
+1%
清仓
MDLZ
MONDELEZ INTL INC
-$208.8K
0
-100%
建仓
—
LAM RESEARCH CORP
+$207.9K
214
清仓
NEM
NEWMONT CORP
-$205.4K
0
-100%
清仓
LRGF
ISHARES TR
-$205.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$204.4K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$204.3K
181
减持
GII
SPDR INDEX SHS FDS
-$203.6K
58,931
-7%
增持
GNR
SPDR INDEX SHS FDS
+$202.8K
76,564
+2%
减持
DHR
DANAHER CORPORATION
-$202.6K
1,989
-34%
减持
SBUX
STARBUCKS CORP
-$196.7K
3,037
-39%
增持
MRK
MERCK & CO INC
+$195.3K
6,523
+7%
增持
RJF
RAYMOND JAMES FINL INC
+$192.9K
11,139
+0%
增持
ORCL
ORACLE CORP
+$188.2K
8,727
+1%
增持
ABBV
ABBVIE INC
+$179.2K
5,598
+3%
增持
AVGO
BROADCOM INC
+$177.5K
790
+1%
增持
ONB
OLD NATL BANCORP IND
+$175.7K
335,980
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$175.2K
31,869
+13%
增持
—
LINDE PLC
+$157.1K
1,344
+18%
减持
KO
COCA COLA CO
-$157.0K
14,679
-18%
增持
GOOG
ALPHABET INC
+$155.9K
9,122
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$150.8K
3,272
+10%
增持
F
FORD MTR CO DEL
+$143.8K
96,402
+3%
清仓
SDY
SPDR SER TR
-$139.5K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$136.2K
140,550
-8%
增持
WMT
WALMART INC
+$135.3K
15,246
+207%
增持
VLO
VALERO ENERGY CORP
+$127.6K
3,005
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$123.9K
4,592
-34%
增持
V
VISA INC
+$123.9K
3,779
+6%
增持
EFAX
SPDR INDEX SHS FDS
+$115.7K
18,285
+11%
减持
TGT
TARGET CORP
-$110.2K
6,370
-27%
增持
AGG
ISHARES TR
+$106.7K
3,149
+55%
增持
—
MASIMO CORP
+$104.0K
3,446
+0%
减持
AOR
ISHARES TR
-$102.2K
13,899
-16%
增持
IJR
ISHARES TR
+$102.1K
6,336
+15%
增持
SCCO
SOUTHERN COPPER CORP
+$97.2K
4,653
+1%
减持
IUSV
ISHARES TR
-$94.6K
101
-92%
减持
FITB
FIFTH THIRD BANCORP
-$93.3K
10,125
-26%
减持
ADBE
ADOBE INC
-$91.5K
852
-3%
增持
BAC
BANK AMERICA CORP
+$91.2K
9,816
+18%
减持
IWR
ISHARES TR
+$91.1K
14,951
-0%
增持
IJH
ISHARES TR
+$89.5K
24,010
+386%
清仓
SCHO
SCHWAB STRATEGIC TR
-$85.8K
0
-100%
减持
—
EXXON MOBIL CORP
-$81.5K
21,894
-17%
减持
IWN
ISHARES TR
+$79.8K
33,920
-1%
减持
QCOM
QUALCOMM INC
+$79.4K
3,237
-0%
建仓
IEO
ISHARES TR
+$79.4K
742
减持
ACWI
ISHARES TR
+$77.4K
239,493
-7%
减持
ECL
ECOLAB INC
-$75.6K
1,156
-33%
减持
NVO
NOVO-NORDISK A S
+$75.5K
3,070
-0%
增持
CRM
SALESFORCE INC
+$74.5K
1,245
+9%
增持
COF
CAPITAL ONE FINL CORP
+$71.9K
2,749
+7%
增持
—
ARISTA NETWORKS INC
+$71.1K
985
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$68.8K
2,861
-9%
减持
LOW
LOWES COS INC
+$67.4K
2,501
-2%
增持
AOA
ISHARES TR
+$66.4K
8,632
+5%
减持
DIS
DISNEY WALT CO
+$66.0K
5,649
-18%
建仓
—
QT IMAGING HLDGS INC
+$65.4K
61,689
增持
RTX
RTX CORPORATION
+$64.6K
4,400
+2%
减持
SYK
STRYKER CORPORATION
+$63.0K
1,489
-5%
清仓
EFV
ISHARES TR
-$62.7K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$62.1K
5,115
+7%
减持
IYR
ISHARES TR
-$61.6K
79
-89%
减持
ICLN
ISHARES TR
-$61.4K
38,230
-0%
减持
MA
MASTERCARD INCORPORATED
+$60.5K
1,382
-3%
清仓
SPYV
SPDR SER TR
-$59.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$59.0K
1,684
+5%
减持
MPC
MARATHON PETE CORP
+$58.8K
1,843
-13%
增持
INTC
INTEL CORP
-$57.0K
9,668
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$55.3K
1,408
+9%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$54.9K
3,042
+6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$54.9K
9,467
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$54.5K
7,722
+8%
增持
TTD
THE TRADE DESK INC
+$54.4K
3,128
+3%
增持
TJX
TJX COS INC NEW
+$53.7K
3,475
+9%
增持
STZ
CONSTELLATION BRANDS INC
+$53.7K
1,426
+3%
建仓
ITA
ISHARES TR
+$53.3K
404
减持
AXP
AMERICAN EXPRESS CO
+$53.1K
1,362
-1%
