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Oxinas Partners Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Oxinas Partners Wealth Management LLC
报告期 2026-03-31 · CIK 0001759320
持仓数
145
前50大市值合计
$178.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 122 项
建仓 16
增持 35
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
TLT
ISHARES TR
-$5.0M
0
-100%
建仓
CWB
SPDR SER TR
+$3.9M
49,689
减持
UAL
UNITED AIRLS HLDGS INC
+$1.9M
48,813
-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
TSLA
TESLA INC
+$1.7M
12,860
-4%
建仓
APP
APPLOVIN CORP
+$1.1M
3,339
增持
QQQ
INVESCO QQQ TR
+$977.4K
10,729
+16%
增持
QGRW
WISDOMTREE TR
+$902.4K
107,921
+12%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$810.9K
26,605
建仓
RECS
COLUMBIA ETF TR I
+$768.6K
22,200
减持
NOBL
PROSHARES TR
-$734.6K
26,340
-16%
建仓
UI
UBIQUITI INC
+$699.4K
2,107
增持
GOOG
ALPHABET INC
+$676.1K
20,038
+7%
减持
ECC
EAGLE POINT CREDIT COMPANY I
-$661.1K
122,636
-31%
清仓
—
SUPER MICRO COMPUTER INC
-$656.2K
0
-100%
减持
QQQE
DIREXION SHS ETF TR
-$643.3K
9,948
-42%
增持
SPY
SPDR S&P 500 ETF TR
+$634.8K
13,954
+6%
减持
AVGO
BROADCOM INC
-$604.4K
3,796
-56%
减持
XLV
SELECT SECTOR SPDR TR
-$575.6K
6,380
-32%
增持
META
META PLATFORMS INC
+$573.3K
2,673
+54%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$569.8K
15,330
建仓
TOST
TOAST INC
+$541.4K
14,854
减持
AMZN
AMAZON COM INC
+$541.1K
26,883
-6%
清仓
VOO
VANGUARD INDEX FDS
-$475.8K
0
-100%
减持
RSPR
INVESCO EXCHANGE TRADED FD T
-$469.6K
25,460
-29%
增持
TECL
DIREXION SHS ETF TR
+$438.4K
23,304
+22%
减持
HYDB
ISHARES TR
-$436.5K
11,023
-45%
清仓
LLY
ELI LILLY & CO
-$432.7K
0
-100%
清仓
PENN
PENN ENTERTAINMENT INC
-$413.5K
0
-100%
减持
AAPL
APPLE INC
+$398.4K
35,083
-3%
清仓
XLF
SELECT SECTOR SPDR TR
-$378.2K
0
-100%
增持
—
CARNIVAL CORP
+$364.8K
55,879
+0%
建仓
SNOW
SNOWFLAKE INC
+$364.4K
2,360
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$349.1K
1,421
+136%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$344.1K
0
-100%
减持
SPYG
SPDR SER TR
+$344.0K
100,277
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$341.2K
1,095
-28%
增持
SCHD
SCHWAB STRATEGIC TR
+$332.9K
107,734
+249%
增持
DGRW
WISDOMTREE TR
+$287.0K
124,863
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$279.2K
106,160
+313%
增持
AGGY
WISDOMTREE TR
+$276.8K
103,476
+11%
建仓
MU
MICRON TECHNOLOGY INC
+$271.4K
3,225
减持
FLOT
ISHARES TR
-$268.9K
8,973
-37%
建仓
COIN
COINBASE GLOBAL INC
+$264.9K
1,067
清仓
CL
COLGATE PALMOLIVE CO
-$253.0K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$248.1K
3,280
清仓
LOW
LOWES COS INC
-$234.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$222.7K
12,494
-26%
清仓
CAT
CATERPILLAR INC
-$216.9K
0
-100%
减持
AOR
ISHARES TR
-$216.3K
18,093
-14%
减持
GOOGL
ALPHABET INC
+$210.3K
8,990
-0%
增持
MSFT
MICROSOFT CORP
+$209.6K
11,057
+7%
减持
SABR
SABRE CORP
-$208.6K
261,997
-17%
清仓
VTV
VANGUARD INDEX FDS
-$208.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$204.1K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$203.4K
2,748
建仓
USFD
US FOODS HLDG CORP
+$200.6K
2,974
减持
IYH
ISHARES TR
-$199.4K
19,538
-5%
增持
SNPS
SYNOPSYS INC
+$193.9K
1,230
+55%
增持
AGG
ISHARES TR
-$190.2K
44,633
+0%
增持
MTGP
WISDOMTREE TR
+$180.5K
42,266
+16%
建仓
YYY
AMPLIFY ETF TR
+$170.1K
14,767
增持
SPDW
SPDR INDEX SHS FDS
+$161.6K
78,334
+17%
减持
F
FORD MTR CO
-$155.8K
10,400
-58%
减持
VTI
VANGUARD INDEX FDS
-$143.7K
815
-39%
增持
—
EXCHANGE TRADED CONCEPTS TRU
+$142.9K
17,930
+49%
减持
UBER
UBER TECHNOLOGIES INC
-$136.8K
9,151
-0%
增持
DXJ
WISDOMTREE TR
+$135.2K
8,221
+13%
增持
CSB
VICTORY PORTFOLIOS II
+$132.9K
18,052
+13%
增持
DON
WISDOMTREE TR
+$129.7K
31,763
+9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$124.3K
42,328
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$119.3K
1,407
-35%
减持
VUG
VANGUARD INDEX FDS
-$114.3K
814
-30%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$109.8K
10,000
-10%
建仓
—
GLOBAL X FDS
+$103.3K
10,643
减持
NVDA
NVIDIA CORPORATION
+$101.5K
10,948
-3%
增持
WMT
WALMART INC
+$98.1K
9,071
+2%
减持
DHS
WISDOMTREE TR
-$97.6K
8,730
-10%
减持
XLE
SELECT SECTOR SPDR TR
-$93.8K
9,741
-8%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$89.1K
102,416
-3%
减持
MAR
MARRIOTT INTL INC NEW
+$89.1K
7,771
-7%
减持
PFFD
GLOBAL X FDS
-$88.8K
14,521
-19%
减持
LQD
ISHARES TR
-$88.6K
7,388
-5%
建仓
PSQH
PSQ HOLDINGS INC
+$81.7K
18,000
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$76.3K
5,535
-11%
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$74.1K
0
-100%
减持
IDV
ISHARES TR
-$71.8K
13,370
-8%
减持
DIS
DISNEY WALT CO
-$71.5K
2,189
-33%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$70.2K
0
-100%
减持
MTUM
ISHARES TR
-$68.5K
2,290
-14%
增持
XSOE
WISDOMTREE TR
+$62.9K
28,953
+17%
减持
BP
BP PLC
-$61.5K
15,520
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$61.0K
28,645
+2%
增持
DGS
WISDOMTREE TR
+$60.5K
13,882
+21%
增持
IVV
ISHARES TR
+$60.1K
4,385
+0%
减持
T
AT&T INC
-$52.5K
9,466
-22%
减持
IGSB
ISHARES TR
-$50.8K
4,186
-18%
减持
IVW
ISHARES TR
+$41.9K
11,420
-2%
减持
NFLX
NETFLIX INC
+$38.3K
409
-11%
减持
USMV
ISHARES TR
-$35.8K
10,601
-1%
增持
QHY
WISDOMTREE TR
+$32.7K
17,922
+7%
增持
PM
PHILIP MORRIS INTL INC
+$31.8K
2,549
+13%
减持
IXN
ISHARES TR
+$30.9K
14,512
-0%
增持
IVE
ISHARES TR
-$30.6K
6,792
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$30.1K
4,082
-3%
减持
—
ARCADIUM LITHIUM PLC
+$29.5K
14,435
-8%
增持
QUAL
ISHARES TR
+$27.3K
1,694
+11%
增持
IYW
ISHARES TR
+$27.3K
3,426
+0%
增持
IEFA
ISHARES TR
-$26.1K
3,401
+0%
减持
COST
COSTCO WHSL CORP NEW
-$22.9K
245
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$22.9K
880
+8%
减持
NEAR
ISHARES U S ETF TR
-$22.0K
11,199
-2%
减持
—
EXXON MOBIL CORP
-$20.0K
2,043
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$20.0K
7,769
-2%
减持
IJK
ISHARES TR
-$17.5K
7,235
-2%
减持
BAC
BANK AMERICA CORP
+$11.9K
6,585
-6%
减持
ESGU
ISHARES TR
-$8.8K
3,211
-4%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$7.8K
22,610
-2%
减持
IJR
ISHARES TR
-$7.7K
3,061
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.2K
30,465
-2%
减持
USB
US BANCORP DEL
-$2.8K
5,200
-5%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.6K
15,280
+8%
增持
BIL
SPDR SER TR
+$648
4,035
+1%
