OXFORD FINANCIAL GROUP, LTD. LLC
INDIANAPOLIS IN · SEC CIK 0001245862
$19.74亿2026Q2 申报市值
296持仓数
67.9%前十大占比 · 第一大 14.3%
18 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FPAG 加仓+$5,413.61万
SGOV 新建仓+$1,107.37万
MUB 加仓+$115.12万
EFAX 加仓+$65.74万
CBSH 新建仓+$56.54万
2026Q2 卖出最多 按季末市值估算
AVUV 减仓-$822.49万
DSTL 减仓-$678.47万
NVDA 减仓-$543.31万
CPRT 减仓-$436.94万
INFL 减仓-$435.35万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $82.51万 | 0.04% | 3,364 | -225 | -6.3% | -$5.52万 | 减仓 |
| ASML | ASML HLDG NV | $83.77万 | 0.04% | 421 | -107 | -20.3% | -$21.29万 | 减仓 |
| RTX | RTX CORPORATION | $84.77万 | 0.04% | 4,468 | 155 | 3.6% | $2.94万 | 加仓 |
| HD | HOME DEPOT INC | $85.32万 | 0.04% | 2,419 | -440 | -15.4% | -$15.52万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $86.99万 | 0.04% | 4,992 | 49 | 1.0% | $8,539 | 加仓 |
| NXT | NEXTPOWER INC | $87.38万 | 0.04% | 7,334 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $87.95万 | 0.04% | 5,930 | 513 | 9.5% | $7.61万 | 加仓 |
| LOW | LOWES COS INC | $89.52万 | 0.05% | 4,060 | -147 | -3.5% | -$3.24万 | 减仓 |
| EMXC | ISHARES INC | $90.52万 | 0.05% | 8,848 | -1,990 | -18.4% | -$20.36万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $90.82万 | 0.05% | 17,175 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $95.46万 | 0.05% | 5,414 | -636 | -10.5% | -$11.21万 | 减仓 |
| DHR | DANAHER CORP DEL | $96.50万 | 0.05% | 5,066 | -506 | -9.1% | -$9.64万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $97.13万 | 0.05% | 1,962 | -105 | -5.1% | -$5.20万 | 减仓 |
| AON | AON PLC | $98.41万 | 0.05% | 2,967 | -4 | -0.1% | -$1,327 | 减仓 |
| BAC | BANK OF AMER CORP | $99.45万 | 0.05% | 17,454 | -880 | -4.8% | -$5.01万 | 减仓 |
| DGRO | ISHARES TR | $101.09万 | 0.05% | 13,338 | -235 | -1.7% | -$1.78万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $103.01万 | 0.05% | 7,123 | 9 | 0.1% | $1,301 | 加仓 |
| MS | MORGAN STANLEY | $103.58万 | 0.05% | 4,955 | -154 | -3.0% | -$3.22万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $104.01万 | 0.05% | 18,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $104.09万 | 0.05% | 886 | -278 | -23.9% | -$32.66万 | 减仓 |
| ADI | ANALOG DEVICES INC | $105.65万 | 0.05% | 2,660 | -220 | -7.6% | -$8.74万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $109.66万 | 0.06% | 7,213 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $112.99万 | 0.06% | 31,160 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $115.21万 | 0.06% | 8,251 | -5 | -0.1% | -$698 | 减仓 |
| CVX | CHEVRON CORPORATION | $115.56万 | 0.06% | 6,972 | -179 | -2.5% | -$2.97万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $116.79万 | 0.06% | 13,945 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $118.33万 | 0.06% | 42,841 | -3,161 | -6.9% | -$8.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.38万 | 0.06% | 2,038 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $119.87万 | 0.06% | 3,254 | -25 | -0.8% | -$9,210 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $120.22万 | 0.06% | 12,800 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $120.85万 | 0.06% | 8,833 | 163 | 1.9% | $2.23万 | 加仓 |
| CAT | CATERPILLAR INC | $122.69万 | 0.06% | 1,152 | 392 | 51.6% | $41.75万 | 加仓 |
| KO | COCA COLA CO | $123.90万 | 0.06% | 15,246 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $124.19万 | 0.06% | 37,307 | 42 | 0.1% | $1,398 | 加仓 |
| DE | DEERE & CO | $126.89万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $127.11万 | 0.06% | 6,672 | -122 | -1.8% | -$2.32万 | 减仓 |
| BA | BOEING CO | $129.49万 | 0.07% | 5,982 | -8 | -0.1% | -$1,732 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.66万 | 0.07% | 21,722 | -358 | -1.6% | -$2.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.63万 | 0.07% | 4,681 | -174 | -3.6% | -$4.89万 | 减仓 |
| ORCL | ORACLE CORP | $131.84万 | 0.07% | 8,996 | 583 | 6.9% | $8.54万 | 加仓 |
| IDEV | ISHARES TR | $133.51万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $134.28万 | 0.07% | 3,593 | -801 | -18.2% | -$29.94万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $134.65万 | 0.07% | 48,609 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $138.61万 | 0.07% | 12,238 | -24 | -0.2% | -$2,718 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $144.54万 | 0.07% | 2,055 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $144.79万 | 0.07% | 16,496 | 200 | 1.2% | $1.76万 | 加仓 |
| IWR | ISHARES TR | $145.19万 | 0.07% | 13,161 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $145.30万 | 0.07% | 2,580 | -620 | -19.4% | -$34.92万 | 减仓 |
| TSLA | TESLA INC | $145.49万 | 0.07% | 3,459 | 1 | 0.0% | $421 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $149.96万 | 0.08% | 19,763 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $157.76万 | 0.08% | 4,626 | 291 | 6.7% | $9.92万 | 加仓 |
| IEFA | ISHARES TR | $158.70万 | 0.08% | 16,432 | 940 | 6.1% | $9.08万 | 加仓 |
| NI | NISOURCE INC | $159.59万 | 0.08% | 33,563 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $163.79万 | 0.08% | 13,704 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $165.46万 | 0.08% | 82,814 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $170.70万 | 0.09% | 7,518 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $171.50万 | 0.09% | 31,689 | 12,147 | 62.2% | $65.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $176.99万 | 0.09% | 3,446 | -624 | -15.3% | -$32.05万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $178.33万 | 0.09% | 52,699 | 2 | 0.0% | $68 | 加仓 |
| VO | VANGUARD INDEX FDS | $192.74万 | 0.10% | 23,922 | -2,262 | -8.6% | -$18.22万 | 减仓 |
| HGTY | HAGERTY INC | $202.64万 | 0.10% | 170,000 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $203.46万 | 0.10% | 12,875 | -3,000 | -18.9% | -$47.41万 | 减仓 |
| AVGO | BROADCOM INC | $215.62万 | 0.11% | 5,708 | -3,089 | -35.1% | -$116.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $218.77万 | 0.11% | 8,614 | -600 | -6.5% | -$15.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $219.81万 | 0.11% | 25,518 | -6,594 | -20.5% | -$56.80万 | 减仓 |
| GOOG | ALPHABET INC | $234.28万 | 0.12% | 6,631 | -1,084 | -14.1% | -$38.30万 | 减仓 |
| AMAT | APPLIED MATLS INC | $251.60万 | 0.13% | 3,480 | -244 | -6.6% | -$17.64万 | 减仓 |
| VV | VANGUARD INDEX FDS | $252.84万 | 0.13% | 7,352 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $257.37万 | 0.13% | 63,690 | 375 | 0.6% | $1.52万 | 加仓 |
| — | EXXON MOBIL CORP | $258.08万 | 0.13% | 18,877 | 145 | 0.8% | $1.98万 | 加仓 |
| IWM | ISHARES TR | $269.65万 | 0.14% | 8,975 | 564 | 6.7% | $16.95万 | 加仓 |
| IWV | ISHARES TR | $269.95万 | 0.14% | 6,331 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $272.24万 | 0.14% | 18,565 | -115 | -0.6% | -$1.69万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $273.63万 | 0.14% | 30,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $281.31万 | 0.14% | 36,482 | -1,935 | -5.0% | -$14.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $309.22万 | 0.16% | 10,201 | -660 | -6.1% | -$20.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $340.81万 | 0.17% | 3,643 | -199 | -5.2% | -$18.62万 | 减仓 |
| CPRT | COPART INC | $349.56万 | 0.18% | 124,000 | -155,000 | -55.6% | -$436.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $361.96万 | 0.18% | 50,802 | 1,646 | 3.3% | $11.73万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $363.69万 | 0.18% | 12,285 | 6 | 0.0% | $1,776 | 加仓 |
| GII | SPDR INDEX SHS FDS | $407.12万 | 0.21% | 53,774 | -562 | -1.0% | -$4.25万 | 减仓 |
| ITOT | ISHARES TR | $414.93万 | 0.21% | 25,259 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $439.78万 | 0.22% | 17,862 | -630 | -3.4% | -$15.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $445.02万 | 0.23% | 8,893 | -1,021 | -10.3% | -$51.09万 | 减仓 |
| IWF | ISHARES TR | $446.37万 | 0.23% | 35,948 | -604 | -1.7% | -$7.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $506.02万 | 0.26% | 6,872 | 455 | 7.1% | $33.50万 | 加仓 |
| ETN | EATON CORP PLC | $528.56万 | 0.27% | 12,404 | -67 | -0.5% | -$2.86万 | 减仓 |
| IWL | ISHARES TR | $538.39万 | 0.27% | 29,110 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $569.88万 | 0.29% | 41,437 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $590.63万 | 0.30% | 24,781 | -2,497 | -9.2% | -$59.51万 | 减仓 |
| IWN | ISHARES TR | $594.03万 | 0.30% | 26,855 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $603.47万 | 0.31% | 23,626 | -481 | -2.0% | -$12.29万 | 减仓 |
| GOOGL | ALPHABET INC | $671.82万 | 0.34% | 18,799 | -574 | -3.0% | -$20.51万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $731.44万 | 0.37% | 285,717 | -56,743 | -16.6% | -$145.26万 | 减仓 |
| ESGE | ISHARES INC | $838.31万 | 0.42% | 153,284 | -4,140 | -2.6% | -$22.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $883.00万 | 0.45% | 12,856 | 255 | 2.0% | $17.51万 | 加仓 |
| IWD | ISHARES TR | $982.77万 | 0.50% | 40,538 | -199 | -0.5% | -$4.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,040.19万 | 0.53% | 31,778 | -13,037 | -29.1% | -$426.74万 | 减仓 |
| IWB | ISHARES TR | $1,084.53万 | 0.55% | 26,484 | -286 | -1.1% | -$11.71万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $1,106.35万 | 0.56% | 144,677 | -1,447 | -1.0% | -$11.07万 | 减仓 |