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 |
|---|---|---|---|---|---|---|---|---|
| PAVE | GLOBAL X FDS | $1,778 | 0.00% | 35 | 35 | — | $1,778 | 新建仓 |
| ISTB | ISHARES TR | $1,357 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| 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 |