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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $926.28万 | 0.50% | 279,000 | 154,954 | 124.9% | $514.45万 | 加仓 |
| IWB | ISHARES TR | $954.52万 | 0.51% | 26,770 | -2,961 | -10.0% | -$105.58万 | 减仓 |
| SYBT | STOCK YDS BANCORP INC | $968.66万 | 0.52% | 146,124 | 0 | 0.0% | — | 不变 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $1,246.37万 | 0.67% | 257,621 | -10,762 | -4.0% | -$52.07万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,303.35万 | 0.70% | 94,227 | -2,039 | -2.1% | -$28.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,318.28万 | 0.71% | 44,815 | 4,204 | 10.4% | $123.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,439.47万 | 0.78% | 38,887 | 1,661 | 4.5% | $61.48万 | 加仓 |
| MTUM | ISHARES TR | $1,581.29万 | 0.85% | 65,890 | -3,476 | -5.0% | -$83.42万 | 减仓 |
| EFA | ISHARES TR | $1,598.09万 | 0.86% | 164,531 | 6,673 | 4.2% | $64.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,007.42万 | 1.08% | 115,104 | -372 | -0.3% | -$6.49万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,142.87万 | 1.15% | 769,432 | -197,070 | -20.4% | -$548.84万 | 减仓 |
| MCD | MCDONALDS CORP | $2,511.57万 | 1.35% | 80,813 | 223 | 0.3% | $6.93万 | 加仓 |
| ACWI | ISHARES TR | $2,755.95万 | 1.48% | 199,172 | -718 | -0.4% | -$9.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,408.30万 | 1.84% | 52,408 | -72 | -0.1% | -$4.68万 | 减仓 |
| AAPL | APPLE INC | $4,202.13万 | 2.26% | 165,575 | 6,426 | 4.0% | $163.09万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,945.75万 | 2.66% | 252,077 | -15,234 | -5.7% | -$298.89万 | 减仓 |
| IVV | ISHARES TR | $5,844.98万 | 3.15% | 89,481 | -2,661 | -2.9% | -$173.82万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,220.46万 | 3.35% | 563,090 | -105,572 | -15.8% | -$1,166.25万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $7,949.10万 | 4.28% | 1,373,376 | -208,623 | -13.2% | -$1,207.51万 | 减仓 |
| MUB | ISHARES TR | $8,811.45万 | 4.74% | 830,094 | -6,029 | -0.7% | -$64.00万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $9,246.53万 | 4.98% | 2,548,657 | 2,548,657 | — | $9,246.53万 | 新建仓 |
| LLY | ELI LILLY & CO | $1.19亿 | 6.42% | 129,619 | -6,529 | -4.8% | -$600.52万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $1.39亿 | 7.49% | 1,862,499 | 275 | 0.0% | $2.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.68亿 | 9.03% | 363,771 | -226 | -0.1% | -$10.42万 | 减仓 |
| INFL | LISTED FDS TR | $2.06亿 | 11.07% | 3,947,452 | -27,525 | -0.7% | -$143.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.48亿 | 13.38% | 774,422 | -21,471 | -2.7% | -$688.81万 | 减仓 |