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 |
|---|---|---|---|---|---|---|---|---|
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,314 | -100.0% | -$52.81万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,611 | -100.0% | -$40.51万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,850 | -100.0% | -$36.10万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,440 | -100.0% | -$31.26万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -629 | -100.0% | -$30.23万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,842 | -100.0% | -$29.22万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,095 | -100.0% | -$27.45万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -5,285 | -100.0% | -$24.60万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -3,992 | -100.0% | -$23.02万 | 清仓 |
| AMAL | AMALGAMATED FINANCIAL CORP | $0 | 0.00% | 0 | -7,101 | -100.0% | -$22.74万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPHY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,895 | -100.0% | -$21.05万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -445 | -100.0% | -$20.86万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -4,510 | -100.0% | -$20.70万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -581 | -100.0% | -$20.37万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -835 | -100.0% | -$10.15万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -238 | -100.0% | -$6.64万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,136 | -100.0% | -$5.86万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -271 | -100.0% | -$1.23万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -183 | -100.0% | -$9,132 | 清仓 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -13 | -100.0% | -$1,073 | 清仓 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -3 | -100.0% | -$98 | 清仓 |
| ISTB | ISHARES TR | $1,357 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1,778 | 0.00% | 35 | 35 | — | $1,778 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $2,152 | 0.00% | 84 | -32 | -27.6% | -$820 | 减仓 |
| ANGL | VANECK ETF TRUST | $3,044 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $3,193 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $3,444 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $3,636 | 0.00% | 264 | 4 | 1.5% | $55 | 加仓 |
| — | GLOBAL X FDS | $4,875 | 0.00% | 160 | 1 | 0.6% | $30 | 加仓 |
| IUSV | ISHARES TR | $5,624 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6,204 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $6,325 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $6,450 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $6,980 | 0.00% | 60 | 60 | — | $6,980 | 新建仓 |
| IYR | ISHARES TR | $7,470 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $9,669 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | FINGERMOTION INC | $9,950 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.21万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $1.23万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $1.48万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $1.57万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.75万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $1.96万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.00万 | 0.00% | 12,630 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $2.04万 | 0.00% | 500 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $3.00万 | 0.00% | 23,094 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $3.03万 | 0.00% | 620 | 150 | 31.9% | $7,340 | 加仓 |
| MOO | VANECK ETF TRUST | $3.51万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $3.55万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $4.46万 | 0.00% | 1,775 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $4.62万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $6.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $7.92万 | 0.00% | 657 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8.08万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $8.51万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $9.06万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $9.64万 | 0.01% | 2,537 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $11.67万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $11.73万 | 0.01% | 1,635 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $12.53万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $12.80万 | 0.01% | 2,790 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 2 | 0.2% | $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 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $18.97万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $19.11万 | 0.01% | 1,699 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $19.62万 | 0.01% | 1,184 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $20.04万 | 0.01% | 9,834 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $20.26万 | 0.01% | 2,207 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.66万 | 0.01% | 20,487 | 0 | 0.0% | — | 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 |