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 |
|---|---|---|---|---|---|---|---|---|
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -32,511 | -100.0% | -$49.94万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -4,823 | -100.0% | -$49.52万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -3,909 | -100.0% | -$46.71万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -900 | -100.0% | -$40.19万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -4,388 | -100.0% | -$38.80万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -4,469 | -100.0% | -$38.72万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -10,168 | -100.0% | -$37.37万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -961 | -100.0% | -$26.84万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,490 | -100.0% | -$26.03万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -942 | -100.0% | -$25.48万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$23.94万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -20,487 | -100.0% | -$22.66万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,473 | -100.0% | -$21.80万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,337 | -100.0% | -$21.27万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,882 | -100.0% | -$20.51万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,207 | -100.0% | -$20.26万 | 清仓 |
| MOO | VANECK ETF TRUST | $0 | 0.00% | 0 | -415 | -100.0% | -$3.51万 | 清仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $0 | 0.00% | 0 | -12,630 | -100.0% | -$2.00万 | 清仓 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | -286 | -100.0% | -$1.96万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -79 | -100.0% | -$7,470 | 清仓 |
| XES | SPDR SERIES TRUST | $0 | 0.00% | 0 | -60 | -100.0% | -$6,980 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25 | -100.0% | -$3,193 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -106 | -100.0% | -$3,044 | 清仓 |