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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 23
增持 46
减持 66
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
ISRG
INTUITIVE SURGICAL INC
+$38.8M
363,997
-3%
减持
LLY
ELI LILLY & CO
+$31.1M
136,148
-10%
减持
VTI
VANGUARD INDEX FDS
-$14.9M
795,893
-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
GNR
SPDR INDEX SHS FDS
+$9.2M
1,862,224
+3%
增持
AAPL
APPLE INC
+$8.4M
159,149
+16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.6M
10,245
-52%
减持
MSFT
MICROSOFT CORP
-$5.6M
37,226
-18%
减持
DPZ
DOMINOS PIZZA INC
-$3.5M
12,279
-39%
减持
BX
BLACKSTONE INC
-$3.4M
4,869
-80%
增持
IVV
ISHARES TR
+$3.1M
92,142
+3%
减持
NVDA
NVIDIA CORPORATION
-$2.7M
115,476
-11%
减持
MUB
ISHARES TR
-$2.6M
836,123
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
52,480
+5%
清仓
SMH
VANECK ETF TRUST
-$1.8M
0
-100%
减持
INFL
LISTED FDS TR
-$1.6M
3,974,977
-0%
减持
META
META PLATFORMS INC
-$1.6M
2,456
-44%
增持
IEFA
ISHARES TR
+$1.4M
15,615
+3924%
增持
GOOG
ALPHABET INC
+$1.1M
7,882
+39%
减持
GEV
GE VERNOVA INC
-$964.1K
1,115
-59%
减持
—
EATON CORP PLC
-$823.8K
11,966
-3%
增持
AGG
ISHARES TR
+$772.2K
8,642
+853%
减持
ACWI
ISHARES TR
-$760.1K
199,890
-5%
减持
JCPI
J P MORGAN EXCHANGE TRADED F
-$740.9K
268,383
-4%
减持
MTUM
ISHARES TR
-$727.4K
69,366
-2%
减持
CPRT
COPART INC
-$724.9K
124,046
-0%
增持
SYBT
STOCK YDS BANCORP INC
-$718.2K
146,124
+0%
减持
VXF
VANGUARD INDEX FDS
-$704.4K
20,150
-14%
减持
AVUV
AMERICAN CENTY ETF TR
-$686.0K
668,662
-3%
增持
PCTY
PAYLOCITY HLDG CORP
+$644.7K
6,633
+188%
增持
XLF
SELECT SECTOR SPDR TR
+$578.1K
13,460
+356%
减持
ORCL
ORACLE CORP
-$574.4K
6,501
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$538.4K
36,526
+86%
增持
IVW
ISHARES TR
+$537.9K
43,847
+9%
建仓
PAYC
PAYCOM SOFTWARE INC
+$528.1K
3,314
建仓
VIS
VANGUARD WORLD FD
+$510.2K
1,710
建仓
—
FLUSHING FINL CORP
+$493.2K
32,511
增持
SCHF
SCHWAB STRATEGIC TR
+$491.3K
48,609
+67%
增持
XLY
SELECT SECTOR SPDR TR
+$471.6K
4,106
+5164%
减持
FNDX
SCHWAB STRATEGIC TR
+$469.8K
966,502
-2%
减持
BALL
BALL CORP
-$456.1K
12,219
-44%
减持
GOOGL
ALPHABET INC
+$433.9K
9,800
-10%
减持
DSTL
ETF SER SOLUTIONS
-$421.3K
1,581,999
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$407.8K
48,792
+11%
建仓
PAYX
PAYCHEX INC
+$405.1K
3,611
清仓
CCJ
CAMECO CORP
-$385.1K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$363.3K
2,762
+133%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$363.2K
445
-62%
减持
IWR
ISHARES TR
-$357.3K
28,952
-11%
减持
AMZN
AMAZON COM INC
-$352.7K
20,952
-11%
增持
PM
PHILIP MORRIS INTL INC
+$339.6K
5,591
+63%
增持
VHT
VANGUARD WORLD FD
+$335.5K
1,261
+1090%
减持
VTV
VANGUARD INDEX FDS
+$334.6K
267,311
-2%
清仓
NKE
NIKE INC
-$315.8K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$308.3K
23,449
-34%
建仓
XLC
SELECT SECTOR SPDR TR
+$306.1K
2,600
清仓
COIN
COINBASE GLOBAL INC
-$303.1K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$298.4K
6,361
+6%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$286.8K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$285.6K
4,677
-27%
减持
F
FORD MTR CO
-$280.2K
20,310
-56%
减持
VO
VANGUARD INDEX FDS
-$274.8K
6,628
-11%
建仓
ANET
ARISTA NETWORKS INC
+$274.5K
2,095
建仓
XLP
SELECT SECTOR SPDR TR
+$260.6K
3,355
减持
IJH
ISHARES TR
-$250.0K
39,622
-10%
建仓
IUSB
ISHARES TR
+$246.0K
5,285
减持
REET
ISHARES TR
-$245.0K
46,372
-15%
清仓
MSTR
STRATEGY INC
-$242.6K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$241.3K
2,973
清仓
ROP
ROPER TECHNOLOGIES INC
-$234.9K
0
-100%
清仓
FISV
FISERV INC
-$234.7K
0
-100%
增持
MCD
MCDONALDS CORP
+$234.6K
80,590
+0%
建仓
MO
ALTRIA GROUP INC
+$230.2K
3,992
减持
MS
MORGAN STANLEY
-$228.0K
2,097
-44%
建仓
AMAL
AMALGAMATED FINANCIAL CORP
+$227.4K
7,101
减持
TSLA
TESLA INC
-$223.1K
1,985
-21%
建仓
NVO
NOVO-NORDISK A S
+$220.3K
4,330
清仓
VRT
VERTIV HOLDINGS CO
-$219.8K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$215.5K
755
建仓
SPHY
SPDR SERIES TRUST
+$210.5K
8,895
减持
HD
HOME DEPOT INC
-$208.4K
2,704
-4%
减持
IWB
ISHARES TR
+$208.2K
29,731
-0%
建仓
BN
BROOKFIELD CORP
+$207.0K
4,510
减持
IJR
ISHARES TR
-$206.4K
6,556
-22%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$205.0K
0
-100%
清仓
CI
THE CIGNA GROUP
-$203.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$203.0K
0
-100%
增持
VDE
VANGUARD WORLD FD
+$201.5K
1,700
+1600%
建仓
IGSB
ISHARES TR
+$194.1K
3,670
增持
XLV
SELECT SECTOR SPDR TR
+$187.5K
1,535
+326%
清仓
IDEV
ISHARES TR
-$184.6K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$184.5K
12,591
-0%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$183.1K
581
-51%
增持
COST
COSTCO WHSL CORP NEW
-$181.4K
3,994
+2%
建仓
SDY
SPDR SERIES TRUST
+$180.9K
1,300
增持
VB
VANGUARD INDEX FDS
+$174.3K
11,816
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
-$172.6K
10,040
-30%
建仓
SOXX
ISHARES TR
+$167.1K
555
减持
PG
PROCTER AND GAMBLE CO
-$165.6K
14,706
-1%
增持
GM
GENERAL MTRS CO
+$163.2K
5,868
+14%
增持
NOW
SERVICENOW INC
-$159.8K
3,060
+348%
增持
NFLX
NETFLIX INC
-$158.2K
3,850
+789%
增持
HNI
HNI CORP
-$155.2K
35,006
+1%
减持
RJF
RAYMOND JAMES FINL INC
-$153.2K
7,327
-5%
减持
JNJ
JOHNSON & JOHNSON
+$152.7K
9,143
-3%
减持
IEMG
ISHARES INC
-$150.8K
251
-90%
清仓
NRGV
ENERGY VAULT HOLDINGS INC
-$150.6K
0
-100%
增持
BA
BOEING CO
+$146.5K
6,130
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$144.6K
22,012
-10%
增持
GLD
SPDR GOLD TR
+$136.8K
3,316
+0%
减持
DFIV
DIMENSIONAL ETF TRUST
-$133.1K
183
-94%
建仓
VFH
VANGUARD WORLD FD
+$126.8K
950
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$126.0K
3,571
+8%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$123.1K
96,266
-1%
建仓
XLI
SELECT SECTOR SPDR TR
+$120.2K
775
减持
AVGO
BROADCOM INC
+$119.8K
7,646
-0%
建仓
XLU
SELECT SECTOR SPDR TR
+$119.1K
2,790
增持
SCCO
SOUTHERN COPPER CORP
+$113.4K
4,902
+1%
增持
AXP
AMERICAN EXPRESS CO
+$113.1K
2,112
+5%
减持
GLW
CORNING INC
+$112.0K
22,319
-1%
建仓
XLB
SELECT SECTOR SPDR TR
+$110.7K
2,440
减持
SNEX
STONEX GROUP INC
-$103.9K
3,384
-20%
减持
EFA
ISHARES TR
+$102.4K
157,858
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$100.1K
3,281
+14%
增持
NEE
NEXTERA ENERGY INC
+$99.6K
13,899
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$94.8K
2,508
-8%
减持
MPC
MARATHON PETE CORP
-$94.7K
1,313
-18%
增持
OEF
ISHARES TR
+$92.1K
1,767
+14%
增持
CAT
CATERPILLAR INC
+$89.4K
745
+5%
减持
MRK
MERCK & CO INC
+$88.8K
4,959
-4%
减持
CRM
SALESFORCE INC
-$84.2K
1,439
-27%
建仓
IVR
INVESCO MORTGAGE CAPITAL INC
+$84.1K
10,000
减持
VGT
VANGUARD WORLD FD
-$84.1K
1,713
-7%
增持
VNQ
VANGUARD INDEX FDS
+$81.3K
10,777
+13%
减持
KKR
KKR & CO INC
-$80.4K
3,358
-14%
减持
BAC
BANK AMERICA CORP
-$79.3K
9,792
-18%
增持
WGO
WINNEBAGO INDS INC
+$77.6K
10,718
+0%
增持
IWM
ISHARES TR
+$76.7K
9,747
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$75.2K
52,912
+2%
增持
CAH
CARDINAL HEALTH INC
+$68.1K
1,354
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$66.9K
1,024
-13%
增持
KO
COCA COLA CO
+$66.9K
13,117
+2%
增持
AOA
ISHARES TR
+$64.8K
8,100
+8%
增持
LEN
LENNAR CORP
-$62.1K
2,842
+1%
减持
ITOT
ISHARES TR
+$61.1K
25,259
-0%
减持
ESGE
ISHARES INC
-$60.0K
162,591
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$58.7K
40,611
-2%
减持
—
EXXON MOBIL CORP
-$55.9K
20,038
-8%
清仓
SPEM
SPDR INDEX SHS FDS
-$53.8K
0
-100%
减持
BLK
BLACKROCK INC
-$53.5K
389
-3%
增持
GE
GE AEROSPACE
+$53.0K
4,048
+2%
