小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 30
增持 33
减持 61
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
REET
ISHARES TR
-$66.5M
55,614
-98%
增持
INFL
LISTED FD TR
+$62.9M
3,929,103
+70%
减持
LLY
ELI LILLY & CO
-$29.8M
242,217
-1%
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
VTI
VANGUARD INDEX FDS
+$11.9M
727,922
+4%
减持
MSFT
MICROSOFT CORP
-$5.8M
47,313
-21%
减持
DSTL
ETF SER SOLUTIONS
-$5.2M
1,624,792
-2%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$4.2M
2
-75%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
151,089
+11%
增持
IWL
ISHARES TR
+$3.6M
30,552
+436%
减持
MUB
ISHARES TR
-$3.3M
955,656
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
22,444
-23%
减持
VTV
VANGUARD INDEX FDS
-$3.1M
278,979
-3%
建仓
RDDT
REDDIT INC
+$2.4M
14,686
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.1M
76,243
+169%
减持
KKR
KKR & CO INC
-$1.9M
1,842
-89%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.8M
693,135
-3%
减持
AAPL
APPLE INC
+$1.8M
130,357
-2%
建仓
VRT
VERTIV HOLDINGS CO
+$1.7M
14,936
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
50,110
+4%
建仓
DOCU
DOCUSIGN INC
+$1.6M
18,228
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$1.6M
335,752
-7%
减持
—
AON PLC
-$1.5M
4,196
-51%
减持
SYBT
STOCK YDS BANCORP INC
+$1.3M
146,259
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
43,525
+0%
增持
IWR
ISHARES TR
+$1.2M
36,812
+62%
建仓
APP
APPLOVIN CORP
+$1.2M
3,632
增持
MCD
MCDONALDS CORP
-$1.1M
79,219
+0%
增持
EFA
ISHARES TR
-$1.1M
173,338
+2%
建仓
EME
EMCOR GROUP INC
+$1.1M
2,411
减持
GNR
SPDR INDEX SHS FDS
-$1.1M
70,455
-12%
增持
FNDX
SCHWAB STRATEGIC TR
-$1.1M
1,128,320
+191%
减持
IWN
ISHARES TR
-$1.1M
27,621
-18%
建仓
RBRK
RUBRIK INC.
+$1.1M
16,245
清仓
SNEX
STONEX GROUP INC
-$941.9K
0
-100%
增持
IVW
ISHARES TR
+$890.9K
38,261
+22%
减持
IVV
ISHARES TR
-$880.5K
93,533
-4%
减持
INTU
INTUIT
-$866.5K
767
-65%
增持
IEFA
ISHARES TR
+$826.1K
14,196
+546%
增持
ITOT
ISHARES TR
+$793.1K
27,372
+26%
建仓
SYF
SYNCHRONY FINANCIAL
+$779.6K
11,994
减持
GLW
CORNING INC
-$729.8K
22,271
-44%
建仓
GAP
GAP INC
+$695.8K
29,447
增持
CPRT
COPART INC
+$623.9K
124,483
+0%
增持
IJH
ISHARES TR
+$593.8K
38,175
+33%
增持
IWM
ISHARES TR
+$575.5K
11,140
+30%
建仓
DECK
DECKERS OUTDOOR CORP
+$572.7K
2,820
建仓
THC
TENET HEALTHCARE CORP
+$542.0K
4,294
减持
AMZN
AMAZON COM INC
+$541.0K
26,221
-6%
建仓
VST
VISTRA CORP
+$514.0K
3,728
清仓
MBIN
MERCHANTS BANCORP IND
-$500.7K
0
-100%
减持
BX
BLACKSTONE INC
+$499.5K
26,037
-0%
清仓
—
EVERI HLDGS INC
-$495.2K
0
-100%
建仓
GDDY
GODADDY INC
+$493.8K
2,502
清仓
QNST
QUINSTREET INC
-$457.1K
0
-100%
减持
NKE
NIKE INC
-$452.1K
34,091
-1%
减持
IWD
ISHARES TR
-$449.1K
41,389
-3%
建仓
ANET
ARISTA NETWORKS INC
+$443.7K
4,014
减持
JNJ
JOHNSON & JOHNSON
-$439.2K
9,674
-15%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$438.4K
102,134
-2%
增持
GEV
GE VERNOVA INC
+$437.8K
3,279
+30%
增持
GLD
SPDR GOLD TR
+$435.0K
2,707
+198%
减持
ISRG
INTUITIVE SURGICAL INC
+$427.3K
205,612
-6%
减持
VO
VANGUARD INDEX FDS
-$426.0K
7,453
-18%
建仓
JAAA
JANUS DETROIT STR TR
+$413.8K
8,161
增持
IUSV
ISHARES TR
+$410.5K
4,501
+6825%
减持
AVGO
BROADCOM INC
+$398.2K
7,405
-3%
建仓
VSXY
VICTORIAS SECRET AND CO
+$384.3K
9,279
清仓
VLO
VALERO ENERGY CORP
-$378.2K
0
-100%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$376.2K
6,457
清仓
COF
CAPITAL ONE FINL CORP
-$375.4K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$373.1K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$369.3K
645
减持
PG
PROCTER AND GAMBLE CO
-$366.6K
14,377
-10%
建仓
TOST
TOAST INC
+$364.0K
9,987
清仓
CE
CELANESE CORP DEL
-$362.5K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$360.7K
8,687
-16%
清仓
STZ
CONSTELLATION BRANDS INC
-$358.2K
0
-100%
清仓
—
HESS CORP
-$341.7K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$327.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$307.1K
4,242
+5%
减持
TSLA
TESLA INC
+$306.1K
2,322
-4%
增持
QUAL
ISHARES TR
+$305.3K
5,361
+48%
增持
IUSG
ISHARES TR
+$302.0K
2,205
+5413%
增持
ACWI
ISHARES TR
+$287.0K
236,967
+3%
减持
BALL
BALL CORP
-$283.3K
21,883
-0%
减持
USB
US BANCORP DEL
-$279.5K
8,426
-44%
清仓
TGT
TARGET CORP
-$274.9K
0
-100%
清仓
NEM
NEWMONT CORP
-$272.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$272.3K
20,671
-3%
减持
CAT
CATERPILLAR INC
-$271.4K
1,050
-37%
清仓
UPS
UNITED PARCEL SERVICE INC
-$255.4K
0
-100%
建仓
WK
WORKIVA INC
+$251.8K
2,300
建仓
EAT
BRINKER INTL INC
+$249.5K
1,886
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$245.1K
22,792
-8%
清仓
DUK
DUKE ENERGY CORP NEW
-$239.6K
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$239.5K
27,585
+0%
建仓
BLK
BLACKROCK INC
+$234.8K
229
清仓
VTEB
VANGUARD MUN BD FDS
-$234.7K
0
-100%
减持
ADBE
ADOBE INC
-$234.6K
581
-39%
减持
MTUM
ISHARES TR
-$234.3K
80,383
-3%
减持
HD
HOME DEPOT INC
-$232.2K
3,097
-13%
建仓
ARCC
ARES CAPITAL CORP
+$229.6K
10,490
减持
VV
VANGUARD INDEX FDS
-$229.6K
7,352
-13%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$229.4K
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$228.7K
3,603
清仓
FRME
FIRST MERCHANTS CORP
-$227.6K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$226.0K
1,014
-20%
建仓
VBND
ETF SER SOLUTIONS
+$223.7K
5,208
减持
NEE
NEXTERA ENERGY INC
-$221.1K
14,099
-3%
清仓
—
BLACKROCK INC
-$214.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$211.9K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$207.8K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$206.3K
0
-100%
建仓
BN
BROOKFIELD CORP
+$205.6K
3,578
清仓
LIT
GLOBAL X FDS
-$202.1K
0
-100%
清仓
D
DOMINION ENERGY INC
-$202.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$200.1K
0
-100%
增持
DPZ
DOMINOS PIZZA INC
-$199.3K
20,028
+0%
增持
QQQ
INVESCO QQQ TR
+$192.0K
5,650
+2%
清仓
—
AIR TRANSPORT SERVICES GRP I
-$182.3K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$182.3K
1,110
-2%
建仓
IPAC
ISHARES TR
+$181.3K
2,967
建仓
HDV
ISHARES TR
+$172.3K
1,535
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$172.0K
2,965
减持
RJF
RAYMOND JAMES FINL INC
-$168.6K
6,871
-32%
减持
AMGN
AMGEN INC
-$165.4K
2,262
-3%
减持
KO
COCA COLA CO
-$163.0K
14,046
-3%
减持
GII
SPDR INDEX SHS FDS
-$159.6K
59,116
-0%
建仓
RYAM
RAYONIER ADVANCED MATLS INC
+$156.6K
18,986
减持
NVO
NOVO-NORDISK A S
-$155.6K
3,590
-8%
建仓
IEF
ISHARES TR
+$150.0K
1,622
减持
AMD
ADVANCED MICRO DEVICES INC
-$145.9K
2,134
-13%
减持
PEP
PEPSICO INC
-$142.8K
3,155
-14%
减持
ATEC
ALPHATEC HLDGS INC
+$141.9K
40,000
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$138.0K
1,316
-1%
减持
ABBV
ABBVIE INC
-$127.9K
5,850
-1%
增持
SCCO
SOUTHERN COPPER CORP
-$127.8K
5,249
+0%
减持
LOW
LOWES COS INC
-$127.5K
2,408
-10%
增持
META
META PLATFORMS INC
+$122.0K
4,763
+2%
减持
QCOM
QUALCOMM INC
-$117.2K
1,875
-21%
增持
KMI
KINDER MORGAN INC DEL
+$110.2K
19,940
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$108.5K
51,579
+304%
减持
WMT
WALMART INC
+$107.9K
13,565
-2%
增持
HNI
HNI CORP
-$107.6K
33,992
+1%
减持
—
MASIMO CORP
+$107.5K
3,430
-0%
减持
GE
GE AEROSPACE
-$105.8K
3,644
-4%
减持
AEP
AMERICAN ELEC PWR CO INC
-$102.2K
9,634
-0%
增持
IVE
ISHARES TR
+$101.7K
16,495
+7%
减持
IWB
ISHARES TR
+$100.5K
32,277
-1%
减持
DHR
DANAHER CORPORATION
-$100.1K
1,703
-4%
