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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.82亿 | 14.30% | 762,716 | -11,706 | -1.5% | -$433.17万 | 减仓 |
| INFL | LISTED FDS TR | $1.93亿 | 9.75% | 3,860,173 | -87,279 | -2.2% | -$435.35万 | 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 |
| LLY | ELI LILLY & CO | $1.55亿 | 7.83% | 128,862 | -757 | -0.6% | -$90.80万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.42亿 | 7.17% | 355,882 | -7,889 | -2.2% | -$313.73万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $1.22亿 | 6.18% | 1,813,168 | -49,331 | -2.6% | -$332.05万 | 减仓 |
| MUB | ISHARES TR | $9,048.59万 | 4.58% | 840,791 | 10,697 | 1.3% | $115.12万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $7,548.05万 | 3.82% | 1,260,109 | -113,267 | -8.2% | -$678.47万 | 减仓 |
| IVV | ISHARES TR | $6,335.95万 | 3.21% | 84,605 | -4,876 | -5.4% | -$365.16万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $6,202.61万 | 3.14% | 497,164 | -65,926 | -11.7% | -$822.49万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $5,262.35万 | 2.67% | 241,470 | -10,607 | -4.2% | -$231.16万 | 减仓 |
| AAPL | APPLE INC | $4,730.73万 | 2.40% | 163,489 | -2,086 | -1.3% | -$60.36万 | 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 |
| ACWI | ISHARES TR | $3,061.90万 | 1.55% | 195,063 | -4,109 | -2.1% | -$64.50万 | 减仓 |
| MCD | MCDONALDS CORP | $2,188.33万 | 1.11% | 80,956 | 143 | 0.2% | $3.87万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,155.27万 | 1.09% | 693,012 | -76,420 | -9.9% | -$237.67万 | 减仓 |
| MTUM | ISHARES TR | $2,150.84万 | 1.09% | 62,738 | -3,152 | -4.8% | -$108.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,759.82万 | 0.89% | 87,951 | -27,153 | -23.6% | -$543.31万 | 减仓 |
| EFA | ISHARES TR | $1,612.59万 | 0.82% | 155,236 | -9,295 | -5.6% | -$96.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,396.57万 | 0.71% | 37,439 | -1,448 | -3.7% | -$54.01万 | 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 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $1,209.08万 | 0.61% | 252,682 | -4,939 | -1.9% | -$23.63万 | 减仓 |
| SGOV | ISHARES TR | $1,107.37万 | 0.56% | 110,000 | 110,000 | — | $1,107.37万 | 新建仓 |
| SYBT | STOCK YDS BANCORP INC | $1,106.35万 | 0.56% | 144,677 | -1,447 | -1.0% | -$11.07万 | 减仓 |
| IWB | ISHARES TR | $1,084.53万 | 0.55% | 26,484 | -286 | -1.1% | -$11.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,040.19万 | 0.53% | 31,778 | -13,037 | -29.1% | -$426.74万 | 减仓 |
| IWD | ISHARES TR | $982.77万 | 0.50% | 40,538 | -199 | -0.5% | -$4.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $883.00万 | 0.45% | 12,856 | 255 | 2.0% | $17.51万 | 加仓 |
| ESGE | ISHARES INC | $838.31万 | 0.42% | 153,284 | -4,140 | -2.6% | -$22.64万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $731.44万 | 0.37% | 285,717 | -56,743 | -16.6% | -$145.26万 | 减仓 |
| GOOGL | ALPHABET INC | $671.82万 | 0.34% | 18,799 | -574 | -3.0% | -$20.51万 | 减仓 |
| GLW | CORNING INC | $603.47万 | 0.31% | 23,626 | -481 | -2.0% | -$12.29万 | 减仓 |
| IWN | ISHARES TR | $594.03万 | 0.30% | 26,855 | 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 |
| IVW | ISHARES TR | $569.88万 | 0.29% | 41,437 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $538.39万 | 0.27% | 29,110 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $528.56万 | 0.27% | 12,404 | -67 | -0.5% | -$2.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $506.02万 | 0.26% | 6,872 | 455 | 7.1% | $33.50万 | 加仓 |
| IWF | ISHARES TR | $446.37万 | 0.23% | 35,948 | -604 | -1.7% | -$7.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $445.02万 | 0.23% | 8,893 | -1,021 | -10.3% | -$51.09万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $439.78万 | 0.22% | 17,862 | -630 | -3.4% | -$15.51万 | 减仓 |
| ITOT | ISHARES TR | $414.93万 | 0.21% | 25,259 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $407.12万 | 0.21% | 53,774 | -562 | -1.0% | -$4.25万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $363.69万 | 0.18% | 12,285 | 6 | 0.0% | $1,776 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $361.96万 | 0.18% | 50,802 | 1,646 | 3.3% | $11.73万 | 加仓 |
| CPRT | COPART INC | $349.56万 | 0.18% | 124,000 | -155,000 | -55.6% | -$436.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $340.81万 | 0.17% | 3,643 | -199 | -5.2% | -$18.62万 | 减仓 |
| VB | VANGUARD INDEX FDS | $309.22万 | 0.16% | 10,201 | -660 | -6.1% | -$20.01万 | 减仓 |
| IJH | ISHARES TR | $281.31万 | 0.14% | 36,482 | -1,935 | -5.0% | -$14.92万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $273.63万 | 0.14% | 30,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $272.24万 | 0.14% | 18,565 | -115 | -0.6% | -$1.69万 | 减仓 |
| IWV | ISHARES TR | $269.95万 | 0.14% | 6,331 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $269.65万 | 0.14% | 8,975 | 564 | 6.7% | $16.95万 | 加仓 |
| — | EXXON MOBIL CORP | $258.08万 | 0.13% | 18,877 | 145 | 0.8% | $1.98万 | 加仓 |
| HNI | HNI CORP | $257.37万 | 0.13% | 63,690 | 375 | 0.6% | $1.52万 | 加仓 |
| VV | VANGUARD INDEX FDS | $252.84万 | 0.13% | 7,352 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $251.60万 | 0.13% | 3,480 | -244 | -6.6% | -$17.64万 | 减仓 |
| GOOG | ALPHABET INC | $234.28万 | 0.12% | 6,631 | -1,084 | -14.1% | -$38.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $219.81万 | 0.11% | 25,518 | -6,594 | -20.5% | -$56.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $218.77万 | 0.11% | 8,614 | -600 | -6.5% | -$15.24万 | 减仓 |
| AVGO | BROADCOM INC | $215.62万 | 0.11% | 5,708 | -3,089 | -35.1% | -$116.69万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $203.46万 | 0.10% | 12,875 | -3,000 | -18.9% | -$47.41万 | 减仓 |
| HGTY | HAGERTY INC | $202.64万 | 0.10% | 170,000 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $192.74万 | 0.10% | 23,922 | -2,262 | -8.6% | -$18.22万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $178.33万 | 0.09% | 52,699 | 2 | 0.0% | $68 | 加仓 |
| MA | MASTERCARD INCORPORATED | $176.99万 | 0.09% | 3,446 | -624 | -15.3% | -$32.05万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $171.50万 | 0.09% | 31,689 | 12,147 | 62.2% | $65.74万 | 加仓 |
| IVE | ISHARES TR | $170.70万 | 0.09% | 7,518 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND | $165.46万 | 0.08% | 82,814 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $163.79万 | 0.08% | 13,704 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $159.59万 | 0.08% | 33,563 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $158.70万 | 0.08% | 16,432 | 940 | 6.1% | $9.08万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $157.76万 | 0.08% | 4,626 | 291 | 6.7% | $9.92万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $149.96万 | 0.08% | 19,763 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $145.49万 | 0.07% | 3,459 | 1 | 0.0% | $421 | 加仓 |
| META | META PLATFORMS INC | $145.30万 | 0.07% | 2,580 | -620 | -19.4% | -$34.92万 | 减仓 |
| IWR | ISHARES TR | $145.19万 | 0.07% | 13,161 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $144.79万 | 0.07% | 16,496 | 200 | 1.2% | $1.76万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $144.54万 | 0.07% | 2,055 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $138.61万 | 0.07% | 12,238 | -24 | -0.2% | -$2,718 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $134.65万 | 0.07% | 48,609 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $134.28万 | 0.07% | 3,593 | -801 | -18.2% | -$29.94万 | 减仓 |
| IDEV | ISHARES TR | $133.51万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $131.84万 | 0.07% | 8,996 | 583 | 6.9% | $8.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $131.63万 | 0.07% | 4,681 | -174 | -3.6% | -$4.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.66万 | 0.07% | 21,722 | -358 | -1.6% | -$2.14万 | 减仓 |
| BA | BOEING CO | $129.49万 | 0.07% | 5,982 | -8 | -0.1% | -$1,732 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $127.11万 | 0.06% | 6,672 | -122 | -1.8% | -$2.32万 | 减仓 |
| DE | DEERE & CO | $126.89万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $124.19万 | 0.06% | 37,307 | 42 | 0.1% | $1,398 | 加仓 |
| KO | COCA COLA CO | $123.90万 | 0.06% | 15,246 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $122.69万 | 0.06% | 1,152 | 392 | 51.6% | $41.75万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $120.85万 | 0.06% | 8,833 | 163 | 1.9% | $2.23万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $120.22万 | 0.06% | 12,800 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $119.87万 | 0.06% | 3,254 | -25 | -0.8% | -$9,210 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.38万 | 0.06% | 2,038 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $118.33万 | 0.06% | 42,841 | -3,161 | -6.9% | -$8.73万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $116.79万 | 0.06% | 13,945 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $115.56万 | 0.06% | 6,972 | -179 | -2.5% | -$2.97万 | 减仓 |
| INTC | INTEL CORP | $115.21万 | 0.06% | 8,251 | -5 | -0.1% | -$698 | 减仓 |