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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 47
增持 66
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
INFL
LISTED FD TR
+$68.5M
2,097,491
减持
LLY
ELI LILLY & CO
-$49.4M
248,763
-30%
减持
WGO
WINNEBAGO INDS INC
-$25.3M
8,077
-98%
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
MSFT
MICROSOFT CORP
+$19.1M
59,171
+238%
增持
ISRG
INTUITIVE SURGICAL INC
+$14.6M
213,396
+6%
增持
VTI
VANGUARD INDEX FDS
+$14.3M
698,252
+5%
增持
NVDA
NVIDIA CORPORATION
+$5.8M
142,485
+992%
减持
AAPL
APPLE INC
+$5.2M
134,035
-0%
减持
ONB
OLD NATL BANCORP IND
-$5.0M
47,651
-86%
减持
NKE
NIKE INC
-$4.4M
35,321
-53%
增持
DSTL
ETF SER SOLUTIONS
-$3.7M
1,682,126
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$3.0M
111,543
-21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
78,290
+184%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$2.3M
151,530
增持
BX
BLACKSTONE INC
+$2.3M
26,377
+254%
建仓
IWL
ISHARES TR
+$2.3M
17,056
减持
MTUM
ISHARES TR
-$2.2M
93,525
-14%
建仓
XEVVX
EATON VANCE LTD DURATION INC
+$2.2M
226,137
减持
MCD
MCDONALDS CORP
-$2.2M
79,663
-0%
增持
AVUV
AMERICAN CENTY ETF TR
-$2.1M
720,987
+1%
建仓
ARCC
ARES CAPITAL CORP
+$1.6M
75,874
建仓
GLW
CORNING INC
+$1.6M
40,143
建仓
SMH
VANECK ETF TRUST
+$1.6M
5,950
增持
AMZN
AMAZON COM INC
+$1.3M
30,012
+20%
减持
VTV
VANGUARD INDEX FDS
-$1.2M
294,734
-1%
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.2M
23,220
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$1.2M
20,133
增持
MUB
ISHARES TR
+$1.1M
976,747
+2%
增持
GOOG
ALPHABET INC
+$1.1M
13,824
+52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
29,386
+14%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.1M
12,800
减持
IVW
ISHARES TR
-$983.0K
31,266
-32%
增持
IWR
ISHARES TR
+$964.6K
27,403
+83%
增持
—
AON PLC
+$961.9K
8,711
+82%
减持
TGT
TARGET CORP
-$862.7K
1,798
-72%
增持
VO
VANGUARD INDEX FDS
+$854.8K
9,167
+68%
减持
SPY
SPDR S&P 500 ETF TR
+$801.7K
48,713
-1%
减持
IVV
ISHARES TR
+$797.9K
97,847
-2%
增持
VB
VANGUARD INDEX FDS
+$741.2K
10,320
+56%
增持
COST
COSTCO WHSL CORP NEW
+$738.0K
4,178
+9%
减持
F
FORD MTR CO DEL
-$645.1K
50,646
-47%
建仓
EMXC
ISHARES INC
+$641.6K
10,838
建仓
IYH
ISHARES TR
+$616.1K
10,055
减持
HD
HOME DEPOT INC
-$601.4K
4,173
-21%
增持
GOOGL
ALPHABET INC
+$548.7K
11,555
+12%
减持
FNDX
SCHWAB STRATEGIC TR
-$527.6K
403,712
-1%
建仓
IQLT
ISHARES TR
+$524.8K
13,440
增持
QQQ
INVESCO QQQ TR
+$524.1K
5,531
+16%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$515.0K
18,500
增持
AVGO
BROADCOM INC
+$499.1K
963
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$491.3K
46,445
+4%
增持
ITOT
ISHARES TR
+$465.6K
21,729
+18%
清仓
SLV
ISHARES SILVER TR
-$445.7K
0
-100%
建仓
GEV
GE VERNOVA INC
+$440.8K
2,570
建仓
NFLX
NETFLIX INC
+$427.9K
634
清仓
INTC
INTEL CORP
-$427.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$422.7K
4,303
+156%
建仓
ATEC
ALPHATEC HLDGS INC
+$418.0K
40,000
增持
IWB
ISHARES TR
+$413.9K
36,258
+1%
建仓
SO
SOUTHERN CO
+$412.6K
5,319
增持
DPZ
DOMINOS PIZZA INC
+$400.3K
15,343
+1%
增持
PG
PROCTER AND GAMBLE CO
+$396.9K
17,815
+14%
建仓
AMAT
APPLIED MATLS INC
+$392.5K
1,663
减持
DE
DEERE & CO
-$385.0K
1,018
-45%
清仓
CAH
CARDINAL HEALTH INC
-$384.5K
0
-100%
增持
BAC
BANK AMERICA CORP
+$367.7K
18,606
+90%
建仓
ET
ENERGY TRANSFER L P
+$365.2K
22,516
减持
EFA
ISHARES TR
-$356.6K
174,287
-1%
清仓
TJX
TJX COS INC NEW
-$352.4K
0
-100%
建仓
TYL
TYLER TECHNOLOGIES INC
+$343.4K
683
建仓
MS
MORGAN STANLEY
+$343.3K
3,532
减持
IWD
ISHARES TR
-$340.6K
43,097
-2%
增持
MA
MASTERCARD INCORPORATED
+$340.5K
2,280
+65%
建仓
CI
THE CIGNA GROUP
+$336.0K
1,016
减持
ACWI
ISHARES TR
+$332.5K
237,614
-1%
建仓
—
BLACKROCK INC
+$331.5K
421
建仓
BN
BROOKFIELD CORP
+$330.6K
7,959
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$316.4K
5,050
增持
IWM
ISHARES TR
+$314.2K
9,560
+24%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$310.7K
1,891
增持
KKR
KKR & CO INC
+$301.9K
22,701
+9%
建仓
NOW
SERVICENOW INC
+$298.9K
380
建仓
DUK
DUKE ENERGY CORP NEW
+$288.9K
2,882
建仓
TDG
TRANSDIGM GROUP INC
+$287.5K
225
增持
TSLA
TESLA INC
+$283.0K
3,761
+43%
建仓
TKR
TIMKEN CO
+$282.9K
3,530
增持
META
META PLATFORMS INC
+$279.6K
4,696
+9%
清仓
SBUX
STARBUCKS CORP
-$277.6K
0
-100%
减持
IWN
ISHARES TR
-$271.2K
33,590
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$267.9K
940
+101%
建仓
WM
WASTE MGMT INC DEL
+$264.8K
1,241
建仓
REGN
REGENERON PHARMACEUTICALS
+$260.7K
248
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$251.9K
8,691
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$242.6K
633
建仓
BND
VANGUARD BD INDEX FDS
+$241.9K
3,357
清仓
—
HILLENBRAND INC
-$237.3K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$234.2K
2,126
建仓
CPRT
COPART INC
+$226.8K
4,187
增持
CRM
SALESFORCE INC
+$226.7K
2,340
+88%
建仓
LEN
LENNAR CORP
+$224.5K
1,498
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$224.1K
1,027
清仓
TFC
TRUIST FINL CORP
-$219.9K
0
-100%
增持
MRK
MERCK & CO INC
+$216.3K
8,700
+33%
建仓
NEM
NEWMONT CORP
+$215.5K
5,147
建仓
ADSK
AUTODESK INC
+$214.3K
866
建仓
MDLZ
MONDELEZ INTL INC
+$212.7K
3,250
增持
GM
GENERAL MTRS CO
+$212.5K
9,644
+86%
增持
VXF
VANGUARD INDEX FDS
+$210.8K
28,007
+9%
清仓
LIT
GLOBAL X FDS
-$210.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$207.9K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$207.6K
1,067
建仓
MPWR
MONOLITHIC PWR SYS INC
+$205.4K
250
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$204.3K
0
-100%
减持
IWV
ISHARES TR
-$203.7K
6,122
-12%
建仓
HEI/A
HEICO CORP NEW
+$200.6K
1,130
增持
CAT
CATERPILLAR INC
+$191.6K
2,398
+45%
建仓
T
AT&T INC
+$191.2K
10,003
增持
IJR
ISHARES TR
+$189.6K
8,343
+32%
减持
ESGE
ISHARES INC
+$188.3K
157,025
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$183.1K
1,896
+76%
增持
WMT
WALMART INC
+$177.4K
16,168
+6%
增持
NVO
NOVO-NORDISK A S
+$173.9K
3,980
+30%
增持
VNQ
VANGUARD INDEX FDS
+$172.1K
18,577
+16%
增持
PEP
PEPSICO INC
+$171.4K
4,631
+37%
增持
UNH
UNITEDHEALTH GROUP INC
+$168.6K
1,417
+27%
增持
ABBV
ABBVIE INC
+$166.5K
6,915
+24%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$166.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$165.4K
13,240
+18%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$164.3K
21,172
-12%
增持
REET
ISHARES TR
+$163.7K
2,609,900
+2%
增持
BALL
BALL CORP
-$160.9K
21,951
+0%
增持
PGR
PROGRESSIVE CORP
+$158.4K
2,563
+42%
增持
CSCO
CISCO SYS INC
+$158.4K
14,181
+37%
增持
FITB
FIFTH THIRD BANCORP
+$152.6K
14,507
+43%
增持
VUG
VANGUARD INDEX FDS
+$150.7K
1,891
+17%
增持
CVX
CHEVRON CORP NEW
+$148.8K
5,601
+21%
增持
KMI
KINDER MORGAN INC DEL
+$142.6K
22,356
+36%
增持
AGG
ISHARES TR
+$140.8K
4,628
+47%
增持
KE
KIMBALL ELECTRONICS INC
+$140.5K
343,723
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$140.4K
2,781
+54%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$138.7K
3,192
-4%
增持
RTX
RTX CORPORATION
+$136.3K
5,632
+28%
增持
SCHG
SCHWAB STRATEGIC TR
+$133.0K
12,900
+2%
增持
ABT
ABBOTT LABS
+$124.9K
8,270
+28%
增持
NEE
NEXTERA ENERGY INC
+$121.8K
14,647
+2%
增持
PM
PHILIP MORRIS INTL INC
+$121.4K
4,112
+28%
增持
SYBT
STOCK YDS BANCORP INC
+$121.0K
148,051
+0%
增持
ECL
ECOLAB INC
+$120.5K
1,628
+41%
增持
WFC
WELLS FARGO CO NEW
+$119.9K
7,010
+37%
减持
VOO
VANGUARD INDEX FDS
+$119.1K
12,488
-2%
