OXFORD FINANCIAL GROUP, LTD. LLC
INDIANAPOLIS IN · SEC CIK 0001245862
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $26.03万 | 0.01% | 2,490 | -570 | -18.6% | -$5.96万 | 减仓 |
| ING | ING GROEP N.V. | $26.28万 | 0.01% | 10,090 | -192 | -1.9% | -$5,002 | 减仓 |
| TKR | TIMKEN CO | $26.40万 | 0.01% | 2,625 | -44 | -1.6% | -$4,425 | 减仓 |
| WELL | WELLTOWER INC | $26.73万 | 0.01% | 1,352 | -80 | -5.6% | -$1.58万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $26.84万 | 0.01% | 961 | -5 | -0.5% | -$1,396 | 减仓 |
| WTAI | WISDOMTREE TR | $27.82万 | 0.01% | 9,854 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $28.40万 | 0.02% | 1,344 | -10 | -0.7% | -$2,113 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.73万 | 0.02% | 7,592 | 212 | 2.9% | $8,022 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $28.82万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $29.03万 | 0.02% | 7,072 | -699 | -9.0% | -$2.87万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.16万 | 0.02% | 4,808 | 28 | 0.6% | $1,698 | 加仓 |
| VDE | VANGUARD WORLD FD | $29.42万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $30.02万 | 0.02% | 1,522 | 1,522 | — | $30.02万 | 新建仓 |
| OKE | ONEOK INC NEW | $30.08万 | 0.02% | 3,328 | -90 | -2.6% | -$8,135 | 减仓 |
| CSCO | CISCO SYS INC | $30.10万 | 0.02% | 3,880 | -685 | -15.0% | -$5.31万 | 减仓 |
| ICLN | ISHARES TR | $30.36万 | 0.02% | 16,601 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $30.84万 | 0.02% | 3,334 | -24 | -0.7% | -$2,220 | 减仓 |
| DOV | DOVER CORP | $31.02万 | 0.02% | 1,488 | -136 | -8.4% | -$2.83万 | 减仓 |
| USMV | ISHARES TR | $31.45万 | 0.02% | 3,391 | -198 | -5.5% | -$1.84万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $32.64万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $32.82万 | 0.02% | 1,344 | 31 | 2.4% | $7,570 | 加仓 |
| WGO | WINNEBAGO INDS INC | $33.06万 | 0.02% | 10,668 | -50 | -0.5% | -$1,549 | 减仓 |
| EOG | EOG RES INC | $33.42万 | 0.02% | 2,312 | -7 | -0.3% | -$1,012 | 减仓 |
| VHT | VANGUARD WORLD FD | $34.34万 | 0.02% | 1,261 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $34.48万 | 0.02% | 4,637 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $34.76万 | 0.02% | 1,882 | -199 | -9.6% | -$3.68万 | 减仓 |
| TIP | ISHARES TR | $35.09万 | 0.02% | 3,180 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.12万 | 0.02% | 1,039 | -39 | -3.6% | -$1.32万 | 减仓 |
| PEP | PEPSICO INC | $35.26万 | 0.02% | 2,271 | -396 | -14.8% | -$6.15万 | 减仓 |
| PNR | PENTAIR PLC | $36.05万 | 0.02% | 4,139 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.29万 | 0.02% | 1,891 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.43万 | 0.02% | 8,256 | -1,198 | -12.7% | -$5.29万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $36.63万 | 0.02% | 87 | 87 | — | $36.63万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $37.04万 | 0.02% | 2,829 | 844 | 42.5% | $11.05万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $37.10万 | 0.02% | 1,871 | -85 | -4.3% | -$1.69万 | 减仓 |
| NVO | NOVO-NORDISK A S | $37.37万 | 0.02% | 10,168 | 5,838 | 134.8% | $21.45万 | 加仓 |
| GM | GENERAL MTRS CO | $37.55万 | 0.02% | 5,040 | -828 | -14.1% | -$6.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $37.84万 | 0.02% | 5,260 | 5,260 | — | $37.84万 | 新建仓 |
| BP | BP PLC | $38.05万 | 0.02% | 8,095 | -87 | -1.1% | -$4,089 | 减仓 |
| — | HONEYWELL INTL INC | $38.31万 | 0.02% | 1,695 | -335 | -16.5% | -$7.57万 | 减仓 |
| MDT | MEDTRONIC PLC | $38.72万 | 0.02% | 4,469 | 4,469 | — | $38.72万 | 新建仓 |
| VLTO | VERALTO CORP | $38.80万 | 0.02% | 4,388 | 4,388 | — | $38.80万 | 新建仓 |
| SHOP | SHOPIFY INC | $39.37万 | 0.02% | 3,319 | -137 | -4.0% | -$1.63万 | 减仓 |
| SUSA | ISHARES TR | $39.60万 | 0.02% | 2,998 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $40.19万 | 0.02% | 900 | 900 | — | $40.19万 | 新建仓 |
| SNEX | STONEX GROUP INC | $40.45万 | 0.02% | 5,016 | 1,632 | 48.2% | $13.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.46万 | 0.02% | 2,038 | -470 | -18.7% | -$9.56万 | 减仓 |
| INTU | INTUIT | $41.93万 | 0.02% | 970 | -43 | -4.2% | -$1.86万 | 减仓 |
| USB | US BANCORP | $42.77万 | 0.02% | 8,224 | -581 | -6.6% | -$3.02万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $43.82万 | 0.02% | 5,413 | -21 | -0.4% | -$1,700 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $44.75万 | 0.02% | 4,106 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $45.32万 | 0.02% | 9,379 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $45.38万 | 0.02% | 1,446 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $45.42万 | 0.02% | 924 | 924 | — | $45.42万 | 新建仓 |
| NVT | NVENT ELEC PLC | $45.56万 | 0.02% | 3,852 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $46.47万 | 0.03% | 4,997 | 4,997 | — | $46.47万 | 新建仓 |
| XYL | XYLEM INC | $46.71万 | 0.03% | 3,909 | 3,909 | — | $46.71万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $47.68万 | 0.03% | 2,405 | 513 | 27.1% | $10.17万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $47.79万 | 0.03% | 11,137 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $48.05万 | 0.03% | 1,400 | 1,400 | — | $48.05万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $48.65万 | 0.03% | 10,040 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $48.80万 | 0.03% | 9,496 | -275 | -2.8% | -$1.41万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $49.52万 | 0.03% | 4,823 | 4,823 | — | $49.52万 | 新建仓 |
| — | FLUSHING FINL CORP | $49.94万 | 0.03% | 32,511 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $50.10万 | 0.03% | 4,165 | -794 | -16.0% | -$9.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $51.69万 | 0.03% | 611 | -26 | -4.1% | -$2.20万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $51.70万 | 0.03% | 15,420 | -655 | -4.1% | -$2.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $51.99万 | 0.03% | 947 | 947 | — | $51.99万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $52.73万 | 0.03% | 11,349 | 1,764 | 18.4% | $8.20万 | 加仓 |
| VIS | VANGUARD WORLD FD | $53.39万 | 0.03% | 1,710 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $53.42万 | 0.03% | 3,231 | -2,360 | -42.2% | -$39.02万 | 减仓 |
| CAT | CATERPILLAR INC | $53.82万 | 0.03% | 760 | 15 | 2.0% | $1.06万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $53.85万 | 0.03% | 9,564 | 9,564 | — | $53.85万 | 新建仓 |
| BX | BLACKSTONE INC | $54.44万 | 0.03% | 4,734 | -135 | -2.8% | -$1.55万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $55.90万 | 0.03% | 2,231 | 774 | 53.1% | $19.39万 | 重新持有 |
| OEF | ISHARES TR | $56.20万 | 0.03% | 1,767 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $56.27万 | 0.03% | 3,017 | -21 | -0.7% | -$3,917 | 减仓 |
| CRM | SALESFORCE INC | $58.56万 | 0.03% | 3,137 | 1,698 | 118.0% | $31.70万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $58.75万 | 0.03% | 1,942 | -170 | -8.0% | -$5.14万 | 减仓 |
| V | VISA INC | $59.17万 | 0.03% | 1,958 | -392 | -16.7% | -$11.85万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $59.40万 | 0.03% | 12,032 | -1,428 | -10.6% | -$7.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $59.44万 | 0.03% | 7,467 | 799 | 12.0% | $6.36万 | 加仓 |
| LIN | LINDE PLC | $59.79万 | 0.03% | 1,206 | 257 | 27.1% | $12.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $60.12万 | 0.03% | 23,449 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $60.27万 | 0.03% | 6,253 | 197 | 3.3% | $1.90万 | 加仓 |
| — | MASIMO CORP | $61.01万 | 0.03% | 3,430 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $61.93万 | 0.03% | 1,760 | -61 | -3.3% | -$2.15万 | 减仓 |
| IYH | ISHARES TR | $61.98万 | 0.03% | 10,055 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $63.32万 | 0.03% | 3,301 | -53 | -1.6% | -$1.02万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $64.15万 | 0.03% | 7,232 | -3,545 | -32.9% | -$31.44万 | 减仓 |
| EFG | ISHARES TR | $66.07万 | 0.04% | 5,932 | -71 | -1.2% | -$7,908 | 减仓 |
| TMUS | T-MOBILE US INC | $66.94万 | 0.04% | 3,187 | 3,187 | — | $66.94万 | 新建仓 |
| IJR | ISHARES TR | $67.34万 | 0.04% | 5,417 | -1,139 | -17.4% | -$14.16万 | 减仓 |
| BLK | BLACKROCK INC | $67.61万 | 0.04% | 703 | 314 | 80.7% | $30.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $69.27万 | 0.04% | 3,221 | -60 | -1.8% | -$1.29万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $69.50万 | 0.04% | 4,335 | 4,335 | — | $69.50万 | 新建仓 |
| ASML | ASML HLDG NV | $69.75万 | 0.04% | 528 | 528 | — | $69.75万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $69.83万 | 0.04% | 4,440 | 3,223 | 264.8% | $50.69万 | 重新持有 |
| XCEM | COLUMBIA ETF TR II | $70.09万 | 0.04% | 17,175 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $71.35万 | 0.04% | 8,325 | 8,325 | — | $71.35万 | 新建仓 |