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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORP | $34.76万 | 0.02% | 1,882 | -199 | -9.6% | -$3.68万 | 减仓 |
| LIT | GLOBAL X FDS | $34.48万 | 0.02% | 4,637 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $34.34万 | 0.02% | 1,261 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $33.42万 | 0.02% | 2,312 | -7 | -0.3% | -$1,012 | 减仓 |
| WGO | WINNEBAGO INDS INC | $33.06万 | 0.02% | 10,668 | -50 | -0.5% | -$1,549 | 减仓 |
| MPC | MARATHON PETE CORP | $32.82万 | 0.02% | 1,344 | 31 | 2.4% | $7,570 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $32.64万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $31.45万 | 0.02% | 3,391 | -198 | -5.5% | -$1.84万 | 减仓 |
| DOV | DOVER CORP | $31.02万 | 0.02% | 1,488 | -136 | -8.4% | -$2.83万 | 减仓 |
| KKR | KKR & CO INC | $30.84万 | 0.02% | 3,334 | -24 | -0.7% | -$2,220 | 减仓 |
| ICLN | ISHARES TR | $30.36万 | 0.02% | 16,601 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $30.10万 | 0.02% | 3,880 | -685 | -15.0% | -$5.31万 | 减仓 |
| OKE | ONEOK INC NEW | $30.08万 | 0.02% | 3,328 | -90 | -2.6% | -$8,135 | 减仓 |
| AZN | ASTRAZENECA PLC | $30.02万 | 0.02% | 1,522 | 1,522 | — | $30.02万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $29.42万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.16万 | 0.02% | 4,808 | 28 | 0.6% | $1,698 | 加仓 |
| CSX | CSX CORP | $29.03万 | 0.02% | 7,072 | -699 | -9.0% | -$2.87万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $28.82万 | 0.02% | 2,600 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $28.73万 | 0.02% | 7,592 | 212 | 2.9% | $8,022 | 加仓 |
| CAH | CARDINAL HEALTH INC | $28.40万 | 0.02% | 1,344 | -10 | -0.7% | -$2,113 | 减仓 |
| WTAI | WISDOMTREE TR | $27.82万 | 0.01% | 9,854 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $26.84万 | 0.01% | 961 | -5 | -0.5% | -$1,396 | 减仓 |
| WELL | WELLTOWER INC | $26.73万 | 0.01% | 1,352 | -80 | -5.6% | -$1.58万 | 减仓 |
| TKR | TIMKEN CO | $26.40万 | 0.01% | 2,625 | -44 | -1.6% | -$4,425 | 减仓 |
| ING | ING GROEP N.V. | $26.28万 | 0.01% | 10,090 | -192 | -1.9% | -$5,002 | 减仓 |
| NOW | SERVICENOW INC | $26.03万 | 0.01% | 2,490 | -570 | -18.6% | -$5.96万 | 减仓 |
| RKT | ROCKET COS INC | $25.65万 | 0.01% | 18,000 | 18,000 | — | $25.65万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.48万 | 0.01% | 942 | -82 | -8.0% | -$2.22万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $25.41万 | 0.01% | 16,000 | 16,000 | — | $25.41万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $24.88万 | 0.01% | 2,303 | -4,330 | -65.3% | -$46.78万 | 减仓 |
| ATR | APTARGROUP INC | $23.94万 | 0.01% | 1,900 | 1,900 | — | $23.94万 | 新建仓 |
| EFV | ISHARES TR | $23.52万 | 0.01% | 3,164 | -287 | -8.3% | -$2.13万 | 减仓 |
| F | FORD MTR CO | $23.30万 | 0.01% | 20,194 | -116 | -0.6% | -$1,339 | 减仓 |
| FDX | FEDEX CORP | $22.98万 | 0.01% | 645 | 645 | — | $22.98万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.70万 | 0.01% | 1,117 | -1,645 | -59.6% | -$33.42万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $22.66万 | 0.01% | 20,487 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $22.24万 | 0.01% | 1,981 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $21.80万 | 0.01% | 2,473 | -500 | -16.8% | -$4.41万 | 减仓 |
| IYW | ISHARES TR | $21.77万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.27万 | 0.01% | 7,337 | -1,552 | -17.5% | -$4.50万 | 减仓 |
| D | DOMINION ENERGY INC | $20.83万 | 0.01% | 3,370 | -257 | -7.1% | -$1.59万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $20.51万 | 0.01% | 2,882 | -97 | -3.3% | -$6,904 | 减仓 |
| GDX | VANECK ETF TRUST | $20.26万 | 0.01% | 2,207 | 0 | 0.0% | — | 不变 |
| INBK | FIRST INTERNET BANCORP | $20.04万 | 0.01% | 9,834 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $19.62万 | 0.01% | 1,184 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $19.11万 | 0.01% | 1,699 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $18.97万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $18.24万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $17.23万 | 0.01% | 1,175 | -360 | -23.5% | -$5.28万 | 减仓 |
| IYY | ISHARES TR | $17.15万 | 0.01% | 1,082 | 2 | 0.2% | $317 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $16.23万 | 0.01% | 1,980 | -1,375 | -41.0% | -$11.27万 | 减仓 |
| IJT | ISHARES TR | $15.62万 | 0.01% | 1,079 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $13.71万 | 0.01% | 2,415 | -1,113 | -31.5% | -$6.32万 | 减仓 |
| IWP | ISHARES TR | $13.04万 | 0.01% | 1,018 | -4,444 | -81.4% | -$56.94万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $12.80万 | 0.01% | 2,790 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $12.53万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $12.19万 | 0.01% | 2,440 | 0 | 0.0% | — | 不变 |
| — | QT IMAGING HLDGS INC | $12.07万 | 0.01% | 20,565 | 20,565 | — | $12.07万 | 新建仓 |
| ARKK | ARK ETF TR | $11.81万 | 0.01% | 1,747 | -1,502 | -46.2% | -$10.15万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $11.73万 | 0.01% | 1,635 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $11.67万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $11.48万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $10.99万 | 0.01% | 1,107 | -7,535 | -87.2% | -$74.80万 | 减仓 |
| AOR | ISHARES TR | $10.75万 | 0.01% | 1,670 | -6,735 | -80.1% | -$43.34万 | 减仓 |
| ARKF | ARK ETF TR | $9.64万 | 0.01% | 2,537 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $9.06万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $8.51万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8.08万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ARKW | ARK ETF TR | $7.92万 | 0.00% | 657 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $6.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $4.62万 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $4.46万 | 0.00% | 1,775 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $3.55万 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| MOO | VANECK ETF TRUST | $3.51万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $3.03万 | 0.00% | 620 | 150 | 31.9% | $7,340 | 加仓 |
| IVVD | INVIVYD INC | $3.00万 | 0.00% | 23,094 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $2.90万 | 0.00% | 1,099 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $2.77万 | 0.00% | 606 | -9 | -1.5% | -$411 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $2.04万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $2.00万 | 0.00% | 12,630 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $1.96万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1.75万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $1.57万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $1.48万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $1.23万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1.21万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | FINGERMOTION INC | $9,950 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $9,669 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $7,470 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $6,980 | 0.00% | 60 | 60 | — | $6,980 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $6,450 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $6,325 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6,204 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $5,624 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $4,875 | 0.00% | 160 | 1 | 0.6% | $30 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $3,636 | 0.00% | 264 | 4 | 1.5% | $55 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,444 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $3,193 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $3,044 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $2,152 | 0.00% | 84 | -32 | -27.6% | -$820 | 减仓 |