13F 机构持仓

OXFORD FINANCIAL GROUP, LTD. LLC

INDIANAPOLIS IN · SEC CIK 0001245862

2026Q22026Q1 更早 9 个季度 🔒
$18.57亿2026Q1 申报市值
302持仓数
67.9%前十大占比 · 第一大 13.4%
34 / 21新建仓 / 清仓
申报市值走势$19.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 13.4%
INFL 11.1%
ISRG 9.0%
GNR 7.5%
LLY 6.4%
FPAG 5.0%
MUB 4.7%
DSTL 4.3%
AVUV 3.3%
IVV 3.1%

2026Q1 买入最多 按季末市值估算

FPAG 新建仓+$9,246.53万
CPRT 加仓+$514.45万
GOOGL 加仓+$275.28万
AVLV 新建仓+$241.83万
AAPL 加仓+$163.09万

2026Q1 卖出最多 按季末市值估算

DSTL 减仓-$1,207.51万
AVUV 减仓-$1,166.25万
VTI 减仓-$688.81万
LLY 减仓-$600.52万
FNDX 减仓-$548.84万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PAYC PAYCOM SOFTWARE INC $00.00%0 -3,314-100.0% -$52.81万 清仓
PAYX PAYCHEX INC $00.00%0 -3,611-100.0% -$40.51万 清仓
NFLX NETFLIX INC $00.00%0 -3,850-100.0% -$36.10万 清仓
PHO INVESCO EXCHANGE TRADED FD T $00.00%0 -4,440-100.0% -$31.26万 清仓
DIA SPDR DOW JONES INDL AVERAGE $00.00%0 -629-100.0% -$30.23万 清仓
LEN LENNAR CORP $00.00%0 -2,842-100.0% -$29.22万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -2,095-100.0% -$27.45万 清仓
IUSB ISHARES TR $00.00%0 -5,285-100.0% -$24.60万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
MO ALTRIA GROUP INC $00.00%0 -3,992-100.0% -$23.02万 清仓
AMAL AMALGAMATED FINANCIAL CORP $00.00%0 -7,101-100.0% -$22.74万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 —— — 申报中断
SPHY SPDR SERIES TRUST $00.00%0 -8,895-100.0% -$21.05万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -445-100.0% -$20.86万 清仓
BN BROOKFIELD CORP $00.00%0 -4,510-100.0% -$20.70万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -581-100.0% -$20.37万 清仓
IGSB ISHARES TR $00.00%0 —— — 申报中断
HDV ISHARES TR $00.00%0 -835-100.0% -$10.15万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -238-100.0% -$6.64万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -2,136-100.0% -$5.86万 清仓
IQLT ISHARES TR $00.00%0 -271-100.0% -$1.23万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -183-100.0% -$9,132 清仓
SPTM SPDR SERIES TRUST $00.00%0 -13-100.0% -$1,073 清仓
DFAE DIMENSIONAL ETF TRUST $00.00%0 -3-100.0% -$98 清仓
ISTB ISHARES TR $1,3570.00%28 00.0% — 不变
PAVE GLOBAL X FDS $1,7780.00%35 35— $1,778 新建仓
SPAB SPDR SERIES TRUST $2,1520.00%84 -32-27.6% -$820 减仓
ANGL VANECK ETF TRUST $3,0440.00%106 00.0% — 不变
XBI SPDR SERIES TRUST $3,1930.00%25 00.0% — 不变
SPYM SPDR SERIES TRUST $3,4440.00%45 00.0% — 不变
PGF INVESCO EXCHANGE TRADED FD T $3,6360.00%264 41.5% $55 加仓
— GLOBAL X FDS $4,8750.00%160 10.6% $30 加仓
IUSV ISHARES TR $5,6240.00%55 00.0% — 不变
IUSG ISHARES TR $6,2040.00%40 00.0% — 不变
IXUS ISHARES TR $6,3250.00%73 00.0% — 不变
VOE VANGUARD INDEX FDS $6,4500.00%35 00.0% — 不变
XES SPDR SERIES TRUST $6,9800.00%60 60— $6,980 新建仓
IYR ISHARES TR $7,4700.00%79 00.0% — 不变
VLUE ISHARES TR $9,6690.00%68 00.0% — 不变
— FINGERMOTION INC $9,9500.00%10,000 00.0% — 不变
PFF ISHARES TR $1.21万0.00%400 00.0% — 不变
VLU SPDR SERIES TRUST $1.23万0.00%57 00.0% — 不变
VDC VANGUARD WORLD FD $1.48万0.00%66 00.0% — 不变
STIP ISHARES TR $1.57万0.00%152 00.0% — 不变
IEMG ISHARES INC $1.75万0.00%251 00.0% — 不变
ACWX ISHARES TR $1.96万0.00%286 00.0% — 不变
LCTX LINEAGE CELL THERAPEUTICS IN $2.00万0.00%12,630 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $2.04万0.00%500 00.0% — 不变
SPDW SPDR INDEX SHS FDS $2.77万0.00%606 -9-1.5% -$411 减仓
ARKG ARK ETF TR $2.90万0.00%1,099 00.0% — 不变
IVVD INVIVYD INC $3.00万0.00%23,094 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $3.03万0.00%620 15031.9% $7,340 加仓
MOO VANECK ETF TRUST $3.51万0.00%415 00.0% — 不变
IXC ISHARES TR $3.55万0.00%617 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $4.46万0.00%1,775 00.0% — 不变
DVY ISHARES TR $4.62万0.00%305 00.0% — 不变
IJK ISHARES TR $6.04万0.00%600 00.0% — 不变
ARKW ARK ETF TR $7.92万0.00%657 00.0% — 不变
IVR INVESCO MORTGAGE CAPITAL INC $8.08万0.00%10,000 00.0% — 不变
MGC VANGUARD WORLD FD $8.51万0.00%360 00.0% — 不变
IJJ ISHARES TR $9.06万0.00%684 00.0% — 不变
ARKF ARK ETF TR $9.64万0.01%2,537 00.0% — 不变
AOR ISHARES TR $10.75万0.01%1,670 -6,735-80.1% -$43.34万 减仓
AGG ISHARES TR $10.99万0.01%1,107 -7,535-87.2% -$74.80万 减仓
VFH VANGUARD WORLD FD $11.48万0.01%950 00.0% — 不变
VBR VANGUARD INDEX FDS $11.67万0.01%537 00.0% — 不变
VSGX VANGUARD WORLD FD $11.73万0.01%1,635 00.0% — 不变
ARKK ARK ETF TR $11.81万0.01%1,747 -1,502-46.2% -$10.15万 减仓
— QT IMAGING HLDGS INC $12.07万0.01%20,565 20,565— $12.07万 新建仓
XLB SELECT SECTOR SPDR TR $12.19万0.01%2,440 00.0% — 不变
XLI SELECT SECTOR SPDR TR $12.53万0.01%775 00.0% — 不变
XLU SELECT SECTOR SPDR TR $12.80万0.01%2,790 00.0% — 不变
IWP ISHARES TR $13.04万0.01%1,018 -4,444-81.4% -$56.94万 减仓
EEM ISHARES TR $13.71万0.01%2,415 -1,113-31.5% -$6.32万 减仓
IJT ISHARES TR $15.62万0.01%1,079 00.0% — 不变
XLP SELECT SECTOR SPDR TR $16.23万0.01%1,980 -1,375-41.0% -$11.27万 减仓
IYY ISHARES TR $17.15万0.01%1,082 20.2% $317 加仓
XLV SELECT SECTOR SPDR TR $17.23万0.01%1,175 -360-23.5% -$5.28万 减仓
SOXX ISHARES TR $18.24万0.01%555 00.0% — 不变
SDY SPDR SERIES TRUST $18.97万0.01%1,300 00.0% — 不变
ARKQ ARK ETF TR $19.11万0.01%1,699 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $19.62万0.01%1,184 00.0% — 不变
INBK FIRST INTERNET BANCORP $20.04万0.01%9,834 00.0% — 不变
GDX VANECK ETF TRUST $20.26万0.01%2,207 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $20.51万0.01%2,882 -97-3.3% -$6,904 减仓
D DOMINION ENERGY INC $20.83万0.01%3,370 -257-7.1% -$1.59万 减仓
T AT&T INC $21.27万0.01%7,337 -1,552-17.5% -$4.50万 减仓
IYW ISHARES TR $21.77万0.01%1,200 00.0% — 不变
IAU ISHARES GOLD TR $21.80万0.01%2,473 -500-16.8% -$4.41万 减仓
ESGV VANGUARD WORLD FD $22.24万0.01%1,981 00.0% — 不变
OBDC BLUE OWL CAPITAL CORPORATION $22.66万0.01%20,487 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $22.70万0.01%1,117 -1,645-59.6% -$33.42万 减仓
FDX FEDEX CORP $22.98万0.01%645 645— $22.98万 新建仓
F FORD MTR CO $23.30万0.01%20,194 -116-0.6% -$1,339 减仓
EFV ISHARES TR $23.52万0.01%3,164 -287-8.3% -$2.13万 减仓
ATR APTARGROUP INC $23.94万0.01%1,900 1,900— $23.94万 新建仓
PCTY PAYLOCITY HLDG CORP $24.88万0.01%2,303 -4,330-65.3% -$46.78万 减仓
SOFI SOFI TECHNOLOGIES INC $25.41万0.01%16,000 16,000— $25.41万 新建仓
UNH UNITEDHEALTH GROUP INC $25.48万0.01%942 -82-8.0% -$2.22万 减仓
RKT ROCKET COS INC $25.65万0.01%18,000 18,000— $25.65万 新建仓