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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 15
增持 94
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$17.0M
858,659
-1%
增持
GNR
SPDR INDEX SHS FDS
+$14.8M
1,799,606
+6%
增持
ISRG
INTUITIVE SURGICAL INC
-$12.3M
374,163
+13%
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
INFL
LISTED FDS TR
+$9.6M
3,990,146
-0%
增持
AAPL
APPLE INC
+$7.6M
137,086
+3%
增持
NVDA
NVIDIA CORPORATION
+$7.4M
129,814
+22%
减持
MUB
ISHARES TR
-$6.8M
865,285
-9%
减持
LLY
ELI LILLY & CO
-$4.7M
151,012
-2%
减持
IVV
ISHARES TR
+$3.8M
89,621
-1%
增持
VTV
VANGUARD INDEX FDS
+$3.4M
271,967
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
50,186
+1%
减持
AVUV
AMERICAN CENTY ETF TR
+$2.3M
692,014
-5%
增持
MSFT
MICROSOFT CORP
+$2.1M
45,532
+5%
建仓
HGTY
HAGERTY INC
+$2.0M
170,000
增持
META
META PLATFORMS INC
+$1.8M
4,358
+137%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
41,299
+3%
增持
SYBT
STOCK YDS BANCORP INC
-$1.3M
145,863
+0%
减持
DSTL
ETF SER SOLUTIONS
+$1.3M
1,614,925
-3%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
5,352
+78%
增持
MCD
MCDONALDS CORP
+$1.1M
80,279
+1%
增持
GOOGL
ALPHABET INC
+$1.0M
10,833
+19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.0M
19,617
+344%
减持
ACWI
ISHARES TR
+$947.6K
210,088
-4%
减持
MTUM
ISHARES TR
+$929.1K
70,542
-1%
增持
QQQ
INVESCO QQQ TR
+$928.5K
6,012
+24%
减持
ESGE
ISHARES INC
+$692.5K
166,782
-0%
减持
IWB
ISHARES TR
+$690.5K
29,809
-1%
增持
IWF
ISHARES TR
+$689.6K
9,136
+8%
增持
GLW
CORNING INC
+$670.8K
22,458
+1%
减持
IEFA
ISHARES TR
-$637.1K
388
-95%
增持
TSLA
TESLA INC
+$586.3K
2,509
+51%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$583.4K
2,055
-36%
增持
IVW
ISHARES TR
+$561.6K
40,314
+3%
增持
VB
VANGUARD INDEX FDS
+$551.9K
11,301
+15%
增持
AMZN
AMAZON COM INC
+$540.0K
23,632
+12%
增持
IJH
ISHARES TR
+$530.6K
43,902
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$523.6K
21,348
+2%
减持
VOO
VANGUARD INDEX FDS
+$511.9K
12,593
-1%
减持
IWN
ISHARES TR
+$511.6K
27,140
-0%
增持
CPRT
COPART INC
-$503.4K
124,112
+0%
建仓
BLK
BLACKROCK INC
+$469.8K
403
增持
ORCL
ORACLE CORP
+$460.4K
6,548
+4%
增持
—
EATON CORP PLC
+$426.9K
12,385
+5%
增持
IWD
ISHARES TR
+$413.4K
43,456
+0%
减持
EFA
ISHARES TR
+$408.6K
161,258
-2%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$408.6K
280,326
-4%
增持
GOOG
ALPHABET INC
+$405.3K
5,678
+3%
增持
CVX
CHEVRON CORP NEW
+$399.4K
6,430
+54%
增持
MS
MORGAN STANLEY
+$390.6K
3,776
+154%
建仓
CCJ
CAMECO CORP
+$385.1K
4,592
增持
JNJ
JOHNSON & JOHNSON
+$359.9K
9,382
+4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$358.4K
1,166
+178%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$357.7K
24,510
+25%
增持
—
EXXON MOBIL CORP
+$354.9K
21,882
+12%
建仓
INTC
INTEL CORP
+$344.8K
10,278
减持
AVGO
BROADCOM INC
-$318.7K
7,658
-26%
增持
VGT
VANGUARD WORLD FD
+$308.7K
1,842
+15%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$308.2K
97,650
-5%
减持
XLF
SELECT SECTOR SPDR TR
-$305.3K
2,954
-67%
建仓
COIN
COINBASE GLOBAL INC
+$303.1K
898
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$291.7K
629
增持
ABBV
ABBVIE INC
+$290.7K
5,120
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$288.8K
767
+69%
增持
BAC
BANK AMERICA CORP
+$288.3K
11,977
+72%
增持
GLD
SPDR GOLD TR
+$282.9K
3,312
+13%
增持
GEV
GE VERNOVA INC
+$282.6K
2,753
+3%
建仓
WTAI
WISDOMTREE TR
+$281.4K
9,854
建仓
LIT
GLOBAL X FDS
+$263.6K
4,637
增持
AXP
AMERICAN EXPRESS CO
+$249.8K
2,012
+53%
增持
RTX
RTX CORPORATION
+$249.6K
5,242
+22%
建仓
DUK
DUKE ENERGY CORP NEW
+$248.7K
2,010
减持
VXF
VANGUARD INDEX FDS
+$247.4K
23,494
-3%
建仓
EFV
ISHARES TR
+$234.1K
3,451
建仓
VRT
VERTIV HOLDINGS CO
+$219.8K
1,457
增持
GE
GE AEROSPACE
+$218.0K
3,969
+5%
清仓
NVO
NOVO-NORDISK A S
-$209.1K
0
-100%
建仓
D
DOMINION ENERGY INC
+$205.2K
3,354
建仓
CI
THE CIGNA GROUP
+$203.0K
704
建仓
CMCSA
COMCAST CORP NEW
+$203.0K
6,460
清仓
ET
ENERGY TRANSFER L P
-$193.4K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$186.3K
44,062
+2%
建仓
IDEV
ISHARES TR
+$184.6K
2,302
减持
MSTR
STRATEGY INC
-$176.6K
753
-27%
减持
IVE
ISHARES TR
+$174.5K
17,423
-1%
减持
FNDX
SCHWAB STRATEGIC TR
-$171.1K
982,083
-7%
增持
RJF
RAYMOND JAMES FINL INC
+$170.7K
7,705
+2%
减持
IWV
ISHARES TR
+$165.3K
6,331
-1%
增持
COST
COSTCO WHSL CORP NEW
-$162.7K
3,917
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$157.5K
7,374
+4%
增持
HD
HOME DEPOT INC
+$154.2K
2,810
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$152.9K
2,734
+34%
增持
WMT
WALMART INC
+$149.3K
8,148
+15%
增持
SCHG
SCHWAB STRATEGIC TR
+$139.7K
51,733
+0%
增持
IJR
ISHARES TR
+$135.1K
8,367
+6%
减持
INBK
FIRST INTERNET BANCORP
-$130.0K
9,834
-25%
增持
V
VISA INC
+$121.0K
2,320
+23%
增持
UNH
UNITEDHEALTH GROUP INC
+$117.1K
1,173
+27%
减持
SHOP
SHOPIFY INC
+$111.9K
3,390
-0%
增持
NEE
NEXTERA ENERGY INC
+$107.4K
13,462
+3%
增持
WFC
WELLS FARGO CO NEW
+$107.4K
7,703
+15%
增持
—
NVENT ELECTRIC PLC
+$106.5K
3,940
+2%
减持
VO
VANGUARD INDEX FDS
+$103.3K
7,484
-0%
增持
SCCO
SOUTHERN COPPER CORP
+$103.0K
4,861
+1%
增持
MA
MASTERCARD INCORPORATED
+$102.3K
1,690
+11%
减持
GII
SPDR INDEX SHS FDS
+$100.7K
56,129
-1%
增持
MRK
MERCK & CO INC
+$99.7K
5,161
+23%
增持
LMT
LOCKHEED MARTIN CORP
+$98.6K
1,277
+10%
增持
LOW
LOWES COS INC
+$97.2K
2,507
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$94.1K
3,302
-5%
增持
SPG
SIMON PPTY GROUP INC NEW
+$90.6K
2,997
+2%
减持
SPEM
SPDR INDEX SHS FDS
-$89.4K
1,149
-66%
增持
PEP
PEPSICO INC
+$89.1K
2,782
+22%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$88.5K
1,025
+105%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$76.3K
1,063
+9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$75.9K
8,661
+0%
增持
USMV
ISHARES TR
+$70.7K
3,589
+24%
增持
HNI
HNI CORP
-$68.3K
34,726
+1%
增持
GM
GENERAL MTRS CO
+$66.7K
5,150
+2%
增持
CAT
CATERPILLAR INC
+$63.3K
707
+0%
增持
ATO
ATMOS ENERGY CORP
+$62.8K
2,062
+10%
增持
PM
PHILIP MORRIS INTL INC
-$61.9K
3,435
+1%
增持
BA
BOEING CO
+$61.8K
5,488
+2%
增持
AMGN
AMGEN INC
+$60.8K
1,944
+11%
增持
INTU
INTUIT
-$58.4K
1,024
+6%
增持
F
FORD MTR CO
+$56.4K
45,711
+1%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$55.1K
1,197
+5%
增持
FISV
FISERV INC
-$54.0K
1,820
+9%
增持
FITB
FIFTH THIRD BANCORP
+$52.9K
9,807
+5%
增持
CSCO
CISCO SYS INC
+$50.4K
4,704
+20%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$49.9K
2,878
-12%
增持
USB
US BANCORP DEL
+$49.5K
8,706
+6%
增持
NOW
SERVICENOW INC
-$47.9K
683
+4%
增持
CSX
CSX CORP
+$47.0K
7,787
+11%
增持
CEG
CONSTELLATION ENERGY CORP
+$44.3K
1,028
+13%
增持
WELL
WELLTOWER INC
+$43.3K
1,395
+4%
减持
IWO
ISHARES TR
+$42.9K
1,446
-2%
增持
—
PENTAIR PLC
+$42.7K
4,222
+2%
减持
QUAL
ISHARES TR
+$41.4K
3,622
-0%
减持
VOT
VANGUARD INDEX FDS
-$39.9K
238
-38%
增持
EFAX
SPDR INDEX SHS FDS
+$39.3K
18,990
+0%
增持
HON
HONEYWELL INTL INC
+$38.0K
2,033
+21%
增持
—
ACCENTURE PLC IRELAND
-$36.3K
2,054
+13%
增持
QCOM
QUALCOMM INC
+$36.1K
1,427
+13%
减持
ITOT
ISHARES TR
-$35.0K
25,367
-8%
增持
T
AT&T INC
+$34.8K
8,736
+19%
减持
AGG
ISHARES TR
-$34.4K
907
-28%
增持
DE
DEERE & CO
-$33.3K
1,033
+4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$28.6K
1,183
+15%
减持
EFG
ISHARES TR
-$26.8K
6,003
-5%
清仓
AOM
ISHARES TR
-$25.4K
0
-100%
