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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 19
减持 93
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
INFL
LISTED FD TR
+$18.2M
2,306,427
+10%
增持
VTI
VANGUARD INDEX FDS
+$12.3M
702,989
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$12.0M
217,587
+2%
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
-$8.5M
244,681
-2%
减持
DSTL
ETF SER SOLUTIONS
+$8.0M
1,665,367
-1%
减持
REET
ISHARES TR
+$7.2M
2,543,260
-3%
增持
CPRT
COPART INC
+$6.3M
124,431
+2872%
减持
AVUV
AMERICAN CENTY ETF TR
+$4.0M
716,340
-1%
减持
MCD
MCDONALDS CORP
+$3.8M
79,019
-1%
减持
VTV
VANGUARD INDEX FDS
+$3.0M
288,210
-2%
减持
AAPL
APPLE INC
+$2.6M
132,368
-1%
减持
IVV
ISHARES TR
+$2.4M
96,983
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.4M
28,371
-64%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$2.3M
0
-100%
清仓
XEVVX
EATON VANCE LTD DURATION INC
-$2.2M
0
-100%
增持
SYBT
STOCK YDS BANCORP INC
+$1.8M
148,191
+0%
清仓
ARCC
ARES CAPITAL CORP
-$1.6M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
29,211
-1%
减持
IWL
ISHARES TR
-$1.5M
5,697
-67%
减持
MTUM
ISHARES TR
-$1.4M
83,188
-11%
减持
KE
KIMBALL ELECTRONICS INC
-$1.2M
342,460
-0%
清仓
SCHP
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$1.2M
48,300
-1%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
135,810
-5%
减持
MUB
ISHARES TR
+$1.0M
967,578
-1%
减持
GOOG
ALPHABET INC
-$932.5K
9,588
-31%
清仓
ABT
ABBOTT LABS
-$859.3K
0
-100%
减持
ACWI
ISHARES TR
+$848.7K
230,502
-3%
清仓
ONB
OLD NATL BANCORP IND
-$819.1K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
+$756.7K
387,365
-4%
减持
BX
BLACKSTONE INC
+$724.3K
26,055
-1%
增持
DPZ
DOMINOS PIZZA INC
+$684.2K
20,008
+30%
增持
MSFT
MICROSOFT CORP
-$670.3K
59,902
+1%
减持
IWD
ISHARES TR
+$592.4K
42,737
-1%
减持
AMZN
AMAZON COM INC
-$588.2K
27,970
-7%
减持
EFA
ISHARES TR
+$548.7K
169,803
-3%
建仓
BNY
BANK NEW YORK MELLON CORP
+$518.5K
7,216
减持
IWB
ISHARES TR
-$490.3K
32,755
-10%
减持
IWN
ISHARES TR
+$487.1K
33,586
-0%
减持
GOOGL
ALPHABET INC
-$470.5K
9,854
-15%
增持
ESGE
ISHARES INC
+$460.0K
157,239
+0%
减持
GII
SPDR INDEX SHS FDS
+$415.7K
59,288
-0%
减持
MRK
MERCK & CO INC
-$412.3K
5,854
-33%
减持
—
AON PLC
+$403.3K
8,557
-2%
增持
VUG
VANGUARD INDEX FDS
+$392.7K
2,865
+52%
清仓
AMAT
APPLIED MATLS INC
-$392.5K
0
-100%
减持
NKE
NIKE INC
+$369.7K
34,296
-3%
增持
IJR
ISHARES TR
+$346.4K
10,570
+27%
减持
BAC
BANK AMERICA CORP
-$346.3K
9,922
-47%
增持
IJH
ISHARES TR
+$338.2K
28,640
+16%
清仓
BN
BROOKFIELD CORP
-$330.6K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$330.2K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$316.4K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$312.1K
24,660
+16%
增持
HNI
HNI CORP
+$307.1K
33,799
+1%
增持
USB
US BANCORP DEL
+$300.4K
14,925
+55%
减持
META
META PLATFORMS INC
+$298.8K
4,658
-1%
清仓
AMAL
AMALGAMATED FINANCIAL CORP
-$294.4K
0
-100%
减持
AOR
ISHARES TR
-$289.3K
8,337
-40%
清仓
TDG
TRANSDIGM GROUP INC
-$287.5K
0
-100%
减持
VXF
VANGUARD INDEX FDS
+$273.8K
27,480
-2%
清仓
WM
WASTE MGMT INC DEL
-$264.8K
0
-100%
减持
HBNC
HORIZON BANCORP INC
+$263.1K
83,045
-0%
清仓
REGN
REGENERON PHARMACEUTICALS
-$260.7K
0
-100%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
+$247.3K
360,445
-1%
减持
QCOM
QUALCOMM INC
-$245.7K
2,383
-27%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$242.6K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$241.9K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$239.8K
13,511
-27%
清仓
EMR
EMERSON ELEC CO
-$234.2K
0
-100%
减持
GLW
CORNING INC
+$228.6K
39,604
-1%
增持
AVGO
BROADCOM INC
-$227.5K
7,644
+694%
清仓
LEN
LENNAR CORP
-$224.5K
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$224.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$222.0K
43,498
-6%
减持
CVX
CHEVRON CORP NEW
-$221.3K
4,446
-21%
建仓
GLD
SPDR GOLD TR
+$220.5K
907
减持
HON
HONEYWELL INTL INC
-$218.9K
2,073
-32%
减持
MA
MASTERCARD INCORPORATED
-$217.5K
1,597
-30%
建仓
CEG
CONSTELLATION ENERGY CORP
+$216.9K
834
减持
IWR
ISHARES TR
-$214.8K
22,771
-17%
清仓
ADSK
AUTODESK INC
-$214.3K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$212.7K
0
-100%
减持
KKR
KKR & CO INC
-$211.5K
16,676
-27%
减持
ROP
ROPER TECHNOLOGIES INC
-$209.3K
576
-39%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$207.8K
336
清仓
TXN
TEXAS INSTRS INC
-$207.6K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$206.3K
1,284
清仓
MPWR
MONOLITHIC PWR SYS INC
-$205.4K
0
-100%
建仓
LIT
GLOBAL X FDS
+$202.1K
4,637
建仓
D
DOMINION ENERGY INC
+$202.0K
3,495
清仓
HEI/A
HEICO CORP NEW
-$200.6K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$200.1K
672
减持
GEV
GE VERNOVA INC
+$200.0K
2,513
-2%
减持
NEE
NEXTERA ENERGY INC
+$194.7K
14,573
-1%
增持
ATEC
ALPHATEC HLDGS INC
-$192.7K
40,528
+1%
清仓
T
AT&T INC
-$191.2K
0
-100%
减持
NI
NISOURCE INC
+$188.2K
33,563
-1%
减持
RJF
RAYMOND JAMES FINL INC
-$184.7K
10,092
-12%
减持
VO
VANGUARD INDEX FDS
+$175.2K
9,076
-1%
减持
BALL
BALL CORP
+$172.2K
21,936
-0%
减持
—
EATON CORP PLC
+$170.2K
12,106
-1%
减持
SMH
VANECK ETF TRUST
-$164.4K
5,650
-5%
减持
PG
PROCTER AND GAMBLE CO
-$161.0K
16,033
-10%
增持
GNR
SPDR INDEX SHS FDS
+$161.0K
79,628
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$158.8K
5,851
-43%
减持
UPS
UNITED PARCEL SERVICE INC
-$156.3K
1,873
-38%
减持
CAT
CATERPILLAR INC
-$146.7K
1,668
-30%
减持
ITOT
ISHARES TR
+$146.5K
21,712
-0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$146.3K
2,917
+28%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$145.1K
4,022
-7%
减持
BA
BOEING CO
-$141.2K
4,073
-3%
减持
PEP
PEPSICO INC
-$141.1K
3,661
-21%
减持
NFLX
NETFLIX INC
-$140.6K
405
-36%
减持
F
FORD MTR CO
-$138.2K
47,056
-7%
减持
CSCO
CISCO SYS INC
-$136.1K
10,102
-29%
减持
—
EXXON MOBIL CORP
-$134.9K
21,292
-7%
减持
AGG
ISHARES TR
-$130.3K
3,149
-32%
减持
SNEX
STONEX GROUP INC
-$126.3K
11,503
-19%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$126.0K
103,902
-7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$125.5K
1,182
-38%
减持
—
BLACKROCK INC
-$116.9K
226
-46%
清仓
ITB
ISHARES TR
-$114.1K
0
-100%
减持
TSLA
TESLA INC
-$112.7K
2,414
-36%
减持
AEP
AMERICAN ELEC PWR CO INC
+$111.7K
9,656
-4%
减持
CRM
SALESFORCE INC
-$108.1K
1,803
-23%
减持
LOW
LOWES COS INC
+$107.4K
2,665
-4%
减持
INTU
INTUIT
-$106.9K
2,172
-2%
减持
ELV
ELEVANCE HEALTH INC
-$106.7K
1,138
-12%
减持
MS
MORGAN STANLEY
-$106.7K
2,270
-36%
减持
—
EVERI HLDGS INC
+$105.2K
37,684
-19%
减持
NVO
NOVO-NORDISK A S
-$103.7K
3,900
-2%
减持
VLO
VALERO ENERGY CORP
-$103.7K
2,801
-9%
减持
SLB
SCHLUMBERGER LTD
-$100.1K
9,352
-10%
减持
FITB
FIFTH THIRD BANCORP
-$99.8K
10,028
-31%
减持
JNJ
JOHNSON & JOHNSON
-$96.8K
11,343
-14%
减持
LMT
LOCKHEED MARTIN CORP
+$96.0K
1,330
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$95.8K
2,460
-20%
减持
STZ
CONSTELLATION BRANDS INC
-$93.6K
1,390
-21%
减持
CMCSA
COMCAST CORP NEW
-$87.3K
5,862
-31%
清仓
EWJ
ISHARES INC
-$86.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$85.4K
11,998
-4%
减持
GE
GE AEROSPACE
+$83.1K
3,784
-5%
增持
FISV
FISERV INC
+$80.5K
2,256
+4%
清仓
SHY
ISHARES TR
-$78.5K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$77.9K
360
-61%
减持
EFX
EQUIFAX INC
+$74.3K
1,483
-1%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$74.0K
0
-100%
清仓
IEO
ISHARES TR
-$73.8K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$72.3K
1,813
-29%
