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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 26
减持 77
清仓 39
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$68.6M
143,323
-41%
增持
INFL
LISTED FD TR
+$12.8M
3,995,577
+2%
减持
ISRG
INTUITIVE SURGICAL INC
-$12.5M
191,369
-7%
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
+$10.9M
807,222
+11%
减持
NVDA
NVIDIA CORPORATION
-$6.2M
129,572
-14%
增持
AVUV
AMERICAN CENTY ETF TR
-$5.4M
705,715
+2%
增持
GNR
SPDR INDEX SHS FDS
+$4.5M
150,113
+113%
减持
IVV
ISHARES TR
-$3.6M
91,669
-2%
增持
AAPL
APPLE INC
-$3.5M
131,104
+1%
减持
MSFT
MICROSOFT CORP
-$3.2M
44,710
-6%
清仓
RDDT
REDDIT INC
-$2.4M
0
-100%
减持
NKE
NIKE INC
-$2.3M
4,267
-87%
增持
MCD
MCDONALDS CORP
+$1.9M
79,474
+0%
减持
ACWI
ISHARES TR
-$1.7M
224,629
-5%
清仓
VRT
VERTIV HOLDINGS CO
-$1.7M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$1.6M
0
-100%
减持
META
META PLATFORMS INC
-$1.6M
2,127
-55%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.4M
43,842
-42%
减持
MTUM
ISHARES TR
-$1.4M
75,305
-6%
减持
AMZN
AMAZON COM INC
-$1.3M
23,340
-11%
清仓
APP
APPLOVIN CORP
-$1.2M
0
-100%
清仓
EME
EMCOR GROUP INC
-$1.1M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$1.1M
50,552
+1%
减持
IWB
ISHARES TR
-$1.1M
30,450
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
21,010
-6%
增持
DSTL
ETF SER SOLUTIONS
-$878.8K
1,629,072
+0%
减持
BX
BLACKSTONE INC
-$850.7K
26,031
-0%
减持
DPZ
DOMINOS PIZZA INC
+$782.0K
20,000
-0%
减持
KE
KIMBALL ELECTRONICS INC
-$781.8K
342,460
-0%
清仓
SYF
SYNCHRONY FINANCIAL
-$779.6K
0
-100%
减持
—
EATON CORP PLC
-$775.5K
11,827
-2%
增持
MUB
ISHARES TR
-$748.5K
958,617
+0%
清仓
GAP
GAP INC
-$695.8K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$684.9K
1,102,654
-2%
减持
VXF
VANGUARD INDEX FDS
-$682.1K
26,463
-4%
清仓
DECK
DECKERS OUTDOOR CORP
-$572.7K
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$542.0K
0
-100%
减持
DVY
ISHARES TR
-$526.2K
323
-93%
清仓
VST
VISTRA CORP
-$514.0K
0
-100%
减持
AVGO
BROADCOM INC
-$506.1K
7,231
-2%
减持
WMT
WALMART INC
-$501.7K
8,246
-39%
清仓
IQLT
ISHARES TR
-$498.9K
0
-100%
清仓
GDDY
GODADDY INC
-$493.8K
0
-100%
减持
IWR
ISHARES TR
-$483.5K
32,569
-12%
减持
IWF
ISHARES TR
-$474.3K
8,520
-4%
减持
EFA
ISHARES TR
+$471.6K
166,128
-4%
清仓
ANET
ARISTA NETWORKS INC
-$443.7K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$443.1K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$427.8K
270,947
-3%
减持
SYBT
STOCK YDS BANCORP INC
-$416.1K
145,634
-0%
清仓
JAAA
JANUS DETROIT STR TR
-$413.8K
0
-100%
减持
IUSV
ISHARES TR
-$411.7K
55
-99%
减持
GOOG
ALPHABET INC
-$394.8K
8,168
-7%
清仓
VSXY
VICTORIAS SECRET AND CO
-$384.3K
0
-100%
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$376.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$373.9K
41,009
-6%
减持
VNQ
VANGUARD INDEX FDS
-$372.8K
9,451
-31%
减持
IWN
ISHARES TR
-$371.1K
27,576
-0%
减持
IWL
ISHARES TR
-$369.8K
29,484
-3%
清仓
TOST
TOAST INC
-$364.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$360.7K
0
-100%
减持
GOOGL
ALPHABET INC
-$341.9K
8,569
-3%
减持
QUAL
ISHARES TR
-$335.7K
3,622
-32%
减持
CSCO
CISCO SYS INC
-$326.7K
4,238
-57%
减持
GEV
GE VERNOVA INC
-$317.2K
2,494
-24%
建仓
SNEX
STONEX GROUP INC
+$314.6K
4,119
减持
IWM
ISHARES TR
-$302.4K
10,823
-3%
减持
IUSG
ISHARES TR
-$302.2K
40
-98%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$300.3K
20,487
减持
IEFA
ISHARES TR
-$299.4K
9,230
-35%
清仓
FXF
INVESCO CURRENCYSHARES SWISS
-$288.7K
0
-100%
增持
TSLA
TESLA INC
-$274.3K
2,560
+10%
减持
FNDF
SCHWAB STRATEGIC TR
-$271.8K
470
-95%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$269.9K
1,626
清仓
ADBE
ADOBE INC
-$258.4K
0
-100%
清仓
WK
WORKIVA INC
-$251.8K
0
-100%
减持
GM
GENERAL MTRS CO
-$251.1K
5,205
-44%
清仓
EAT
BRINKER INTL INC
-$249.5K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$246.0K
23,495
-21%
清仓
CI
THE CIGNA GROUP
-$239.5K
0
-100%
建仓
T
AT&T INC
+$235.4K
8,324
清仓
BLK
BLACKROCK INC
-$234.8K
0
-100%
清仓
MS
MORGAN STANLEY
-$232.1K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$229.6K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$228.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$228.3K
5,673
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$224.6K
31,160
-23%
清仓
VBND
ETF SER SOLUTIONS
-$223.7K
0
-100%
清仓
—
INVESCO LTD
-$223.3K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$221.9K
563
-48%
建仓
WELL
WELLTOWER INC
+$217.9K
1,422
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$216.6K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$216.3K
1,254
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$211.4K
2,505
减持
ORCL
ORACLE CORP
-$210.0K
6,253
-4%
减持
COST
COSTCO WHSL CORP NEW
-$207.6K
3,891
-8%
清仓
BN
BROOKFIELD CORP
-$205.6K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$203.9K
1,672
增持
HNI
HNI CORP
-$193.9K
34,235
+1%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$190.3K
322,520
-4%
增持
KKR
KKR & CO INC
+$189.8K
3,998
+117%
减持
AGG
ISHARES TR
-$185.4K
981
-66%
清仓
IPAC
ISHARES TR
-$181.3K
0
-100%
减持
ICLN
ISHARES TR
-$181.0K
15,965
-50%
减持
ESGE
ISHARES INC
+$178.8K
170,840
-2%
减持
VB
VANGUARD INDEX FDS
-$177.4K
8,613
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$176.4K
101,960
-0%
增持
—
AON PLC
+$174.3K
4,213
+0%
减持
IJH
ISHARES TR
-$172.8K
37,805
-1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$172.0K
0
-100%
增持
IVE
ISHARES TR
+$171.9K
17,423
+6%
减持
MRK
MERCK & CO INC
-$170.5K
4,538
-22%
减持
IJR
ISHARES TR
-$163.9K
10,633
-4%
清仓
RYAM
RAYONIER ADVANCED MATLS INC
-$156.6K
0
-100%
清仓
IEF
ISHARES TR
-$150.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$147.3K
19,935
-4%
减持
ET
ENERGY TRANSFER L P
-$146.5K
10,667
-39%
增持
IVW
ISHARES TR
-$142.3K
40,314
+5%
增持
SCHG
SCHWAB STRATEGIC TR
-$142.2K
51,730
+0%
清仓
FNDE
SCHWAB STRATEGIC TR
-$140.9K
0
-100%
增持
GE
GE AEROSPACE
+$140.6K
3,739
+3%
减持
HD
HOME DEPOT INC
-$138.5K
2,909
-6%
增持
PM
PHILIP MORRIS INTL INC
+$130.8K
3,198
+2%
减持
KO
COCA COLA CO
+$128.8K
14,009
-0%
减持
EFG
ISHARES TR
-$128.0K
6,643
-19%
减持
CPRT
COPART INC
-$126.9K
124,000
-0%
减持
VBR
VANGUARD INDEX FDS
-$121.7K
537
-52%
减持
PNC
PNC FINL SVCS GROUP INC
-$116.3K
1,872
-19%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$115.6K
38,114
-13%
减持
IWV
ISHARES TR
-$115.0K
6,080
-1%
减持
PG
PROCTER AND GAMBLE CO
-$114.4K
13,472
-6%
增持
WGO
WINNEBAGO INDS INC
-$107.5K
8,077
+0%
减持
ABBV
ABBVIE INC
+$105.7K
5,466
-7%
减持
KMI
KINDER MORGAN INC DEL
-$104.1K
15,500
-22%
减持
JNJ
JOHNSON & JOHNSON
-$99.9K
7,834
-19%
减持
NOW
SERVICENOW INC
-$95.9K
299
-5%
增持
CRM
SALESFORCE INC
-$95.2K
1,803
+4%
增持
BA
BOEING CO
+$94.3K
4,703
+18%
增持
PGR
PROGRESSIVE CORP
+$91.2K
1,832
+3%
减持
V
VISA INC
-$90.9K
3,025
-17%
减持
CVX
CHEVRON CORP NEW
+$88.7K
4,391
-2%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$85.8K
0
-100%
减持
DIS
DISNEY WALT CO
-$85.6K
4,951
-4%
增持
ELV
ELEVANCE HEALTH INC
+$85.5K
1,138
+3%
减持
CAT
CATERPILLAR INC
-$79.4K
914
-13%
增持
RTX
RTX CORPORATION
+$79.2K
4,484
+1%
清仓
VTWV
VANGUARD SCOTTSDALE FDS
-$78.3K
0
-100%
减持
BAC
BANK AMERICA CORP
-$78.0K
8,090
-14%
增持
WFC
WELLS FARGO CO NEW
+$77.1K
7,393
+14%
减持
QCOM
QUALCOMM INC
-$76.8K
1,375
-27%
