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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,107.37万 | 0.56% | 110,000 | 110,000 | — | $1,107.37万 | 新建仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $1,209.08万 | 0.61% | 252,682 | -4,939 | -1.9% | -$23.63万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,337.17万 | 0.68% | 85,197 | -9,030 | -9.6% | -$141.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,396.57万 | 0.71% | 37,439 | -1,448 | -3.7% | -$54.01万 | 减仓 |
| EFA | ISHARES TR | $1,612.59万 | 0.82% | 155,236 | -9,295 | -5.6% | -$96.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,759.82万 | 0.89% | 87,951 | -27,153 | -23.6% | -$543.31万 | 减仓 |
| MTUM | ISHARES TR | $2,150.84万 | 1.09% | 62,738 | -3,152 | -4.8% | -$108.06万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,155.27万 | 1.09% | 693,012 | -76,420 | -9.9% | -$237.67万 | 减仓 |
| MCD | MCDONALDS CORP | $2,188.33万 | 1.11% | 80,956 | 143 | 0.2% | $3.87万 | 加仓 |
| ACWI | ISHARES TR | $3,061.90万 | 1.55% | 195,063 | -4,109 | -2.1% | -$64.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,742.66万 | 1.90% | 50,118 | -2,290 | -4.4% | -$171.01万 | 减仓 |
| AAPL | APPLE INC | $4,730.73万 | 2.40% | 163,489 | -2,086 | -1.3% | -$60.36万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5,262.35万 | 2.67% | 241,470 | -10,607 | -4.2% | -$231.16万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,202.61万 | 3.14% | 497,164 | -65,926 | -11.7% | -$822.49万 | 减仓 |
| IVV | ISHARES TR | $6,335.95万 | 3.21% | 84,605 | -4,876 | -5.4% | -$365.16万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $7,548.05万 | 3.82% | 1,260,109 | -113,267 | -8.2% | -$678.47万 | 减仓 |
| MUB | ISHARES TR | $9,048.59万 | 4.58% | 840,791 | 10,697 | 1.3% | $115.12万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $1.22亿 | 6.18% | 1,813,168 | -49,331 | -2.6% | -$332.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.42亿 | 7.17% | 355,882 | -7,889 | -2.2% | -$313.73万 | 减仓 |
| LLY | ELI LILLY & CO | $1.55亿 | 7.83% | 128,862 | -757 | -0.6% | -$90.80万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $1.56亿 | 7.93% | 3,897,208 | 1,348,551 | 52.9% | $5,413.61万 | 加仓 |
| INFL | LISTED FDS TR | $1.93亿 | 9.75% | 3,860,173 | -87,279 | -2.2% | -$435.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.82亿 | 14.30% | 762,716 | -11,706 | -1.5% | -$433.17万 | 减仓 |