Oxbow Advisors, LLC
Austin TX · SEC CIK 0001564770
$12.31亿2026Q2 申报市值
265持仓数
37.8%前十大占比 · 第一大 15.2%
30 / 15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
VBIL 加仓+$1,420.98万
FNV 加仓+$713.71万
IAU 加仓+$709.15万
KRP 新建仓+$592.81万
AR 加仓+$566.11万
2026Q2 卖出最多 按季末市值估算
PB 清仓-$2,027.66万
NTR 清仓-$1,147.44万
GIL 清仓-$645.20万
NFG 清仓-$563.33万
OTIS 清仓-$481.36万
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 |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | $1.87亿 | 15.21% | 2,473,459 | 187,762 | 8.2% | $1,420.98万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,847.29万 | 4.75% | 774,373 | 93,915 | 13.8% | $709.15万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $5,029.98万 | 4.09% | 1,368,329 | 3,542 | 0.3% | $13.02万 | 加仓 |
| GOOG | ALPHABET INC | $3,133.06万 | 2.55% | 88,672 | 319 | 0.4% | $11.27万 | 加仓 |
| AAPL | APPLE INC | $3,067.46万 | 2.49% | 106,008 | 2,403 | 2.3% | $69.53万 | 加仓 |
| AMLP | ALPS ETF TR | $2,642.65万 | 2.15% | 509,673 | 56,317 | 12.4% | $292.00万 | 加仓 |
| MPLX | MPLX LP | $2,481.66万 | 2.02% | 440,557 | 6,545 | 1.5% | $36.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,332.96万 | 1.90% | 62,543 | 968 | 1.6% | $36.11万 | 加仓 |
| — | BOEING CO | $1,728.03万 | 1.40% | 256,765 | 5,336 | 2.1% | $35.91万 | 加仓 |
| MCO | MOODYS CORP | $1,591.07万 | 1.29% | 35,129 | 574 | 1.7% | $26.00万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,488.71万 | 1.21% | 95,965 | 8,696 | 10.0% | $134.90万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,450.02万 | 1.18% | 69,566 | 34,241 | 96.9% | $713.71万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,402.36万 | 1.14% | 84,602 | 3,179 | 3.9% | $52.69万 | 加仓 |
| V | VISA INC | $1,378.87万 | 1.12% | 40,190 | 892 | 2.3% | $30.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,302.84万 | 1.06% | 25,367 | 517 | 2.1% | $26.55万 | 加仓 |
| RGLD | ROYAL GOLD INC | $1,279.23万 | 1.04% | 64,087 | 4,837 | 8.2% | $96.55万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,260.68万 | 1.02% | 264,404 | 96,148 | 57.1% | $458.43万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,232.70万 | 1.00% | 109,749 | 1,753 | 1.6% | $19.69万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,191.35万 | 0.97% | 49,845 | -29 | -0.1% | -$6,931 | 减仓 |
| UGI | UGI CORP NEW | $1,183.20万 | 0.96% | 342,559 | 15,244 | 4.7% | $52.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,149.36万 | 0.93% | 45,256 | 1,032 | 2.3% | $26.21万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,140.76万 | 0.93% | 596,629 | 10,576 | 1.8% | $20.22万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,081.09万 | 0.88% | 129,767 | 2,556 | 2.0% | $21.29万 | 加仓 |
| — | EXXON MOBIL CORP | $1,075.01万 | 0.87% | 78,628 | 808 | 1.0% | $11.05万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $980.00万 | 0.80% | 38,299 | -19 | -0.0% | -$4,862 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $978.93万 | 0.80% | 403,349 | 12,389 | 3.2% | $30.07万 | 加仓 |
| MTDR | MATADOR RES CO | $834.74万 | 0.68% | 167,686 | 4,538 | 2.8% | $22.59万 | 加仓 |
| GLD | SPDR GOLD TR | $833.05万 | 0.68% | 22,614 | -475 | -2.1% | -$17.50万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $828.99万 | 0.67% | 85,410 | 693 | 0.8% | $6.73万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $828.63万 | 0.67% | 86,208 | 394 | 0.5% | $3.79万 | 加仓 |
| CTVA | CORTEVA INC | $815.59万 | 0.66% | 96,303 | 1,114 | 1.2% | $9.43万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $803.97万 | 0.65% | 45,106 | -5,594 | -11.0% | -$99.71万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $792.31万 | 0.64% | 132,272 | 7,154 | 5.7% | $42.85万 | 加仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $783.82万 | 0.64% | 70,310 | 542 | 0.8% | $6.04万 | 加仓 |
| COP | CONOCOPHILLIPS | $778.92万 | 0.63% | 74,925 | 286 | 0.4% | $2.97万 | 加仓 |
| AZN | ASTRAZENECA PLC | $746.71万 | 0.61% | 39,379 | -1,173 | -2.9% | -$22.24万 | 减仓 |
| HL | HECLA MINING COMPANY | $745.57万 | 0.61% | 483,195 | 221,720 | 84.8% | $342.11万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $738.80万 | 0.60% | 457,176 | 6,697 | 1.5% | $10.82万 | 加仓 |
| ABNB | AIRBNB INC | $736.64万 | 0.60% | 51,477 | 616 | 1.2% | $8.81万 | 加仓 |
| ALM | ALMONTY INDS INC | $731.42万 | 0.59% | 441,680 | 181,834 | 70.0% | $301.12万 | 加仓 |
| SLB | SLB LIMITED | $715.82万 | 0.58% | 153,973 | 71,145 | 85.9% | $330.75万 | 加仓 |
| MCD | MCDONALDS CORP | $714.76万 | 0.58% | 26,442 | 232 | 0.9% | $6.27万 | 加仓 |
| VICI | VICI PPTYS INC | $705.44万 | 0.57% | 265,702 | 11,723 | 4.6% | $31.12万 | 加仓 |
| RIO | RIO TINTO PLC | $701.34万 | 0.57% | 73,880 | 2,148 | 3.0% | $20.39万 | 加仓 |
| MAS | MASCO CORP | $697.45万 | 0.57% | 85,713 | 444 | 0.5% | $3.61万 | 加仓 |
| SLV | ISHARES SILVER TR | $692.13万 | 0.56% | 129,442 | -6,861 | -5.0% | -$36.69万 | 减仓 |
| VRSN | VERISIGN INC | $689.89万 | 0.56% | 27,424 | 85 | 0.3% | $2.14万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $680.66万 | 0.55% | 5,328 | 64 | 1.2% | $8.18万 | 加仓 |
| MCK | MCKESSON CORP | $659.22万 | 0.54% | 8,724 | 3,281 | 60.3% | $247.93万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $652.39万 | 0.53% | 70,843 | 1,357 | 2.0% | $12.50万 | 加仓 |
| MSCI | MSCI INC | $645.76万 | 0.52% | 11,531 | 5,857 | 103.2% | $328.00万 | 加仓 |
| EOG | EOG RES INC | $628.68万 | 0.51% | 48,461 | 319 | 0.7% | $4.14万 | 加仓 |
| OR | OR ROYALTIES INC. | $615.90万 | 0.50% | 194,720 | 98,221 | 101.8% | $310.67万 | 加仓 |
| FTNT | FORTINET INC | $615.16万 | 0.50% | 40,044 | -134 | -0.3% | -$2.06万 | 减仓 |
| ABBV | ABBVIE INC | $611.30万 | 0.50% | 24,293 | 819 | 3.5% | $20.61万 | 加仓 |
| SHY | ISHARES TR | $608.15万 | 0.49% | 74,065 | 7,712 | 11.6% | $63.32万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $600.38万 | 0.49% | 170,853 | 161,101 | 1,652.0% | $566.11万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $596.06万 | 0.48% | 13,217 | 7,432 | 128.5% | $335.17万 | 加仓 |
| CAT | CATERPILLAR INC | $594.94万 | 0.48% | 5,587 | 372 | 7.1% | $39.61万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $592.81万 | 0.48% | 407,988 | 407,988 | — | $592.81万 | 新建仓 |
| CI | THE CIGNA GROUP | $583.87万 | 0.47% | 21,179 | 321 | 1.5% | $8.85万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $578.47万 | 0.47% | 107,762 | -757 | -0.7% | -$4.06万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $569.74万 | 0.46% | 90,593 | 86,485 | 2,105.3% | $543.90万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $562.02万 | 0.46% | 175,795 | -1,332 | -0.8% | -$4.26万 | 减仓 |
| RMD | RESMED INC | $557.03万 | 0.45% | 28,583 | 620 | 2.2% | $12.08万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $553.12万 | 0.45% | 56,298 | 50,021 | 796.9% | $491.45万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $544.23万 | 0.44% | 75,420 | 1,268 | 1.7% | $9.15万 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $540.60万 | 0.44% | 180,621 | 5,494 | 3.1% | $16.44万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $494.21万 | 0.40% | 45,651 | 2,075 | 4.8% | $22.46万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $492.24万 | 0.40% | 61,514 | 2,736 | 4.7% | $21.89万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $487.65万 | 0.40% | 9,208 | 7 | 0.1% | $3,707 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $483.46万 | 0.39% | 86,224 | -292 | -0.3% | -$1.64万 | 减仓 |
| VALE | VALE S A | $482.39万 | 0.39% | 320,735 | 8,120 | 2.6% | $12.21万 | 加仓 |
| RIG | TRANSOCEAN LTD | $469.25万 | 0.38% | 959,604 | 34,209 | 3.7% | $16.73万 | 加仓 |
| NE | NOBLE CORP PLC | $461.45万 | 0.37% | 123,713 | 123,713 | — | $461.45万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $460.72万 | 0.37% | 33,676 | -19 | -0.1% | -$2,599 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $456.73万 | 0.37% | 59,782 | 1,558 | 2.7% | $11.90万 | 加仓 |
| UNP | UNION PAC CORP | $451.13万 | 0.37% | 16,586 | 784 | 5.0% | $21.32万 | 加仓 |
| NVS | NOVARTIS AG | $445.91万 | 0.36% | 28,452 | -93 | -0.3% | -$1.46万 | 减仓 |
| TFLO | ISHARES TR | $434.57万 | 0.35% | 85,832 | -268 | -0.3% | -$1.36万 | 减仓 |
| GDX | VANECK ETF TRUST | $432.06万 | 0.35% | 57,264 | -133 | -0.2% | -$1.00万 | 减仓 |
| AMGN | AMGEN INC | $423.61万 | 0.34% | 11,698 | 92 | 0.8% | $3.33万 | 加仓 |
| EVRG | EVERGY INC | $418.82万 | 0.34% | 48,457 | -36 | -0.1% | -$3,112 | 减仓 |
| — | PACER FDS TR | $416.67万 | 0.34% | 70,670 | 9,123 | 14.8% | $53.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $408.80万 | 0.33% | 42,752 | 5,525 | 14.8% | $52.83万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $389.73万 | 0.32% | 10,384 | 84 | 0.8% | $3.15万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $384.02万 | 0.31% | 18,049 | -160 | -0.9% | -$3.40万 | 减仓 |
| IEX | IDEX CORP | $383.79万 | 0.31% | 16,911 | 16,911 | — | $383.79万 | 新建仓 |
| DTE | DTE ENERGY CO | $379.25万 | 0.31% | 24,890 | 252 | 1.0% | $3.84万 | 加仓 |
| YUM | YUM BRANDS INC | $376.44万 | 0.31% | 23,548 | 181 | 0.8% | $2.89万 | 加仓 |
| BKV | BKV CORP | $370.07万 | 0.30% | 135,258 | 5,116 | 3.9% | $14.00万 | 加仓 |
| SEIC | SEI INVTS CO | $369.25万 | 0.30% | 42,099 | 257 | 0.6% | $2.25万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $368.97万 | 0.30% | 40,246 | 326 | 0.8% | $2.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $367.97万 | 0.30% | 5,358 | 1,023 | 23.6% | $70.26万 | 加仓 |
| WMB | WILLIAMS COS INC | $367.83万 | 0.30% | 49,479 | 1,129 | 2.3% | $8.39万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $367.67万 | 0.30% | 23,425 | 217 | 0.9% | $3.41万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $360.20万 | 0.29% | 20,670 | 20,670 | — | $360.20万 | 新建仓 |
| PRI | PRIMERICA INC | $357.37万 | 0.29% | 12,575 | 145 | 1.2% | $4.12万 | 加仓 |
| USB | US BANCORP | $347.71万 | 0.28% | 57,568 | 57,568 | — | $347.71万 | 新建仓 |
| UUUU | ENERGY FUELS INC | $346.70万 | 0.28% | 239,102 | 239,102 | — | $346.70万 | 新建仓 |