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Oxford Wealth Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Oxford Wealth Group, LLC

报告期 2026-03-31 · CIK 0002007082

持仓数

88

前50大市值合计

$168.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$20.0M

137,941

11.9%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$10.1M

89,747

6.0%

QQQ INVESCO QQQ TR

UNIT SER 1

$7.5M

13,030

4.5%

COWZ PACER FDS TR

US CASH COWS 100

$7.4M

118,407

4.4%

BBLU EA SERIES TRUST

BRIDGEWAY BLUE

$6.9M

470,549

4.1%

RWJ INVESCO EXCH TRADED FD TR II

S&P SMALLCAP 600

$6.1M

120,815

3.6%

WCMI FIRST TR EXCHANGE-TRADED FD

WCM INTL EQUITY

$5.9M

351,361

3.5%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$5.4M

209,985

3.2%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$5.3M

46,355

3.2%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$4.6M

91,506

2.8%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$4.3M

107,922

2.5%

FGD FIRST TR EXCHANGE-TRADED FD

DJ GLBL DIVID

$4.2M

130,969

2.5%

MTUM ISHARES TR

MSCI USA MMENTM

$4.0M

16,876

2.4%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$3.9M

35,195

2.3%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$3.8M

22,941

2.2%

META META PLATFORMS INC

CL A

$3.7M

6,471

2.2%

IEMG ISHARES INC

CORE MSCI EMKT

$3.6M

52,128

2.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.6M

6,055

2.1%

AAPL APPLE INC

COM

$3.6M

14,127

2.1%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$3.6M

17,133

2.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$3.5M

11,011

2.1%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.3M

7,654

2.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$3.3M

24,907

2.0%

PAVE GLOBAL X FDS

US INFR DEV ETF

$3.3M

64,692

2.0%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$3.3M

8,928

1.9%

XSMO INVESCO EXCHANGE TRADED FD T

S&P SMLCP MOMENT

$3.0M

39,475

1.8%

NVDA NVIDIA CORPORATION

COM

$2.9M

16,852

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$2.6M

9,049

1.5%

XLG INVESCO EXCHANGE TRADED FD T

S&P 500 TOP 50

$2.3M

41,397

1.3%

LLY ELI LILLY & CO

COM

$2.2M

2,378

1.3%

AMZN AMAZON COM INC

COM

$2.0M

9,645

1.2%

ODFL OLD DOMINION FREIGHT LINE IN

COM

$1.7M

8,692

1.0%

CIEN CIENA CORP

COM NEW

$1.6M

4,245

1.0%

MSFT MICROSOFT CORP

COM

$1.5M

4,001

0.9%

VRT VERTIV HOLDINGS CO

COM CL A

$1.4M

5,615

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$1.1M

1,135

0.7%

— EXXON MOBIL CORP

COM

$1.1M

6,611

0.7%

C CITIGROUP INC

COM NEW

$1.1M

9,838

0.7%

MRK MERCK & CO INC

COM

$1.1M

8,970

0.6%

GOOG ALPHABET INC

CAP STK CL C

$1.1M

3,726

0.6%

NFLX NETFLIX INC.

COM

$1.0M

10,725

0.6%

JPM JPMORGAN CHASE & CO

COM

$1.0M

3,498

0.6%

TSLA TESLA INC

COM

$824.2K

2,217

0.5%

WMT WALMART INC

COM

$682.8K

5,494

0.4%

BIL SPDR SERIES TRUST

STATE STREET SPD

$670.1K

7,312

0.4%

— ASML HLDG NV

N Y REGISTRY SHS

$664.4K

503

0.4%

PFE PFIZER INC

COM

$660.6K

23,527

0.4%

ORCL ORACLE CORP

COM

$658.7K

4,477

0.4%

IVW ISHARES TR

S&P 500 GRWT ETF

$641.9K

5,675

0.4%

AUSF GLOBAL X FDS

ADAPTIVE US

$632.0K

13,072

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

XMMO11.9%SPMO6.0%QQQ4.5%COWZ4.4%BBLU4.1%RWJ3.6%