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 |
|---|---|---|---|---|---|---|---|---|
| CCK | CROWN HLDGS INC | $346.65万 | 0.28% | 31,001 | 436 | 1.4% | $4.88万 | 加仓 |
| HQY | HEALTHEQUITY INC | $343.13万 | 0.28% | 37,990 | 337 | 0.9% | $3.04万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $337.85万 | 0.27% | 66,808 | -21,712 | -24.5% | -$109.80万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $335.63万 | 0.27% | 7,316 | 7,316 | — | $335.63万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $335.27万 | 0.27% | 38,845 | 223 | 0.6% | $1.92万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $334.18万 | 0.27% | 5,359 | 25 | 0.5% | $1.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $333.61万 | 0.27% | 4,530 | 13 | 0.3% | $9,574 | 加仓 |
| LOW | LOWES COS INC | $319.95万 | 0.26% | 14,511 | 211 | 1.5% | $4.65万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $316.81万 | 0.26% | 13,800 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $301.35万 | 0.24% | 43,063 | 43,063 | — | $301.35万 | 新建仓 |
| GGG | GRACO INC | $298.07万 | 0.24% | 39,422 | 559 | 1.4% | $4.23万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $297.79万 | 0.24% | 5,845 | 5,845 | — | $297.79万 | 新建仓 |
| SONY | SONY GROUP CORP | $296.84万 | 0.24% | 147,977 | 2,175 | 1.5% | $4.36万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $293.00万 | 0.24% | 58,484 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $288.70万 | 0.23% | 16,455 | 16,455 | — | $288.70万 | 新建仓 |
| AVGO | BROADCOM INC | $280.97万 | 0.23% | 7,438 | 828 | 12.5% | $31.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $272.09万 | 0.22% | 7,353 | -23 | -0.3% | -$8,511 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $244.35万 | 0.20% | 109,773 | -1,429 | -1.3% | -$3.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $236.35万 | 0.19% | 3,165 | -5 | -0.2% | -$3,734 | 减仓 |
| GOOGL | ALPHABET INC | $232.23万 | 0.19% | 6,498 | 47 | 0.7% | $1.68万 | 加仓 |
| CDE | COEUR MNG INC | $230.92万 | 0.19% | 141,497 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $221.30万 | 0.18% | 19,539 | 142 | 0.7% | $1.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $202.44万 | 0.16% | 2,164 | 13 | 0.6% | $1.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $200.71万 | 0.16% | 10,031 | -329 | -3.2% | -$6.58万 | 减仓 |
| BX | BLACKSTONE INC | $199.11万 | 0.16% | 16,921 | -140 | -0.8% | -$1.65万 | 减仓 |
| DVY | ISHARES TR | $197.27万 | 0.16% | 12,621 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $184.99万 | 0.15% | 60,974 | -138,158 | -69.4% | -$419.17万 | 减仓 |
| WM | WASTE MGMT INC DEL | $183.41万 | 0.15% | 8,229 | 54 | 0.7% | $1.20万 | 加仓 |
| GLDM | WORLD GOLD TR | $182.47万 | 0.15% | 22,975 | 22,975 | — | $182.47万 | 新建仓 |
| VTR | VENTAS INC | $175.23万 | 0.14% | 19,733 | 8 | 0.0% | $710 | 加仓 |
| MGK | VANGUARD WORLD FD | $172.30万 | 0.14% | 19,600 | -20 | -0.1% | -$1,758 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $157.73万 | 0.13% | 15,405 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $157.66万 | 0.13% | 6,615 | -145 | -2.1% | -$3.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $136.35万 | 0.11% | 9,298 | 63 | 0.7% | $9,239 | 加仓 |
| VB | VANGUARD INDEX FDS | $135.92万 | 0.11% | 4,484 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $130.27万 | 0.11% | 5,817 | 37 | 0.6% | $8,286 | 加仓 |
| GFI | GOLD FIELDS LTD | $129.91万 | 0.11% | 38,675 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $128.54万 | 0.10% | 38,417 | 17,554 | 84.1% | $58.74万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $124.55万 | 0.10% | 41,283 | 5,465 | 15.3% | $16.49万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $119.32万 | 0.10% | 11,828 | 3,078 | 35.2% | $31.05万 | 加仓 |
| PEP | PEPSICO INC | $118.86万 | 0.10% | 8,778 | 500 | 6.0% | $6.77万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $116.50万 | 0.09% | 27,785 | -1,512 | -5.2% | -$6.34万 | 减仓 |
| — | STELLAR BANCORP INC | $111.54万 | 0.09% | 28,368 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $108.24万 | 0.09% | 3,849 | 28 | 0.7% | $7,874 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $107.18万 | 0.09% | 2,142 | 36 | 1.7% | $1.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $103.29万 | 0.08% | 12,820 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $100.87万 | 0.08% | 11,603 | 373 | 3.3% | $3.24万 | 加仓 |
| SSRM | SSR MINING IN | $99.63万 | 0.08% | 35,230 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $99.47万 | 0.08% | 52,713 | 26,415 | 100.4% | $49.85万 | 加仓 |
| KR | KROGER CO | $96.09万 | 0.08% | 17,304 | 101 | 0.6% | $5,609 | 加仓 |
| UL | UNILEVER PLC | $94.48万 | 0.08% | 15,716 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $89.49万 | 0.07% | 2,153 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $89.16万 | 0.07% | 7,591 | 3,275 | 75.9% | $38.47万 | 加仓 |
| SYY | SYSCO CORP | $80.24万 | 0.07% | 9,600 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $78.38万 | 0.06% | 3,233 | 3,233 | — | $78.38万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $78.32万 | 0.06% | 1,886 | 116 | 6.6% | $4.82万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $72.87万 | 0.06% | 2,226 | 1,224 | 122.2% | $40.07万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $71.52万 | 0.06% | 10,595 | -480 | -4.3% | -$3.24万 | 减仓 |
| TRP | TC ENERGY CORP | $70.92万 | 0.06% | 10,698 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $70.50万 | 0.06% | 25,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $70.02万 | 0.06% | 935 | 614 | 191.3% | $45.98万 | 重新持有 |
| VTS | VITESSE ENERGY INC | $69.70万 | 0.06% | 44,197 | 8,000 | 22.1% | $12.62万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $68.64万 | 0.06% | 40,472 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $68.37万 | 0.06% | 1,939 | 133 | 7.4% | $4.69万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $66.91万 | 0.05% | 1,978 | 325 | 19.7% | $10.99万 | 加仓 |
| TBIL | RBB FD INC | $65.34万 | 0.05% | 13,104 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $65.34万 | 0.05% | 12,706 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $62.65万 | 0.05% | 1,431 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $60.97万 | 0.05% | 16,600 | 905 | 5.8% | $3.32万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.53万 | 0.05% | 6,670 | 291 | 4.6% | $2.64万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $57.55万 | 0.05% | 14,306 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $56.19万 | 0.05% | 9,861 | 1,283 | 15.0% | $7.31万 | 加仓 |
| MPC | MARATHON PETE CORP | $55.81万 | 0.05% | 2,183 | 2 | 0.1% | $511 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $55.35万 | 0.04% | 43,242 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $54.71万 | 0.04% | 1,268 | 1,268 | — | $54.71万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $54.37万 | 0.04% | 4,295 | 1,578 | 58.1% | $19.97万 | 加仓 |
| GPN | GLOBAL PMTS INC | $53.33万 | 0.04% | 7,350 | 7,350 | — | $53.33万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $52.73万 | 0.04% | 6,519 | -300 | -4.4% | -$2.43万 | 减仓 |
| PICK | ISHARES INC | $52.19万 | 0.04% | 8,975 | 8,975 | — | $52.19万 | 新建仓 |
| TGT | TARGET CORP | $51.49万 | 0.04% | 3,942 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $48.82万 | 0.04% | 1,145 | -512 | -30.9% | -$21.83万 | 减仓 |
| ORCL | ORACLE CORP | $48.55万 | 0.04% | 3,313 | 715 | 27.5% | $10.48万 | 加仓 |
| TJX | TJX COS INC NEW | $48.09万 | 0.04% | 3,174 | 1,165 | 58.0% | $17.65万 | 加仓 |
| VNOM | VIPER ENERGY INC | $47.94万 | 0.04% | 11,306 | 6 | 0.1% | $254 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $46.37万 | 0.04% | 10,453 | -454 | -4.2% | -$2.01万 | 减仓 |
| SIL | GLOBAL X FDS | $46.13万 | 0.04% | 5,955 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $45.94万 | 0.04% | 3,575 | 292 | 8.9% | $3.75万 | 加仓 |
| IEI | ISHARES TR | $45.90万 | 0.04% | 3,908 | 355 | 10.0% | $4.17万 | 加仓 |
| KGC | KINROSS GOLD CORP | $45.62万 | 0.04% | 19,315 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $45.52万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $44.88万 | 0.04% | 30,509 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $44.41万 | 0.04% | 91,750 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $44.15万 | 0.04% | 5,725 | 5,725 | — | $44.15万 | 新建仓 |
| XME | SPDR SERIES TRUST | $43.57万 | 0.04% | 4,075 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $42.95万 | 0.03% | 1,249 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $42.71万 | 0.03% | 2,638 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $41.85万 | 0.03% | 9,343 | 100 | 1.1% | $4,479 | 加仓 |
| RSG | REPUBLIC SVCS INC | $40.31万 | 0.03% | 1,892 | 211 | 12.6% | $4.50万 | 加仓 |
| VLO | VALERO ENERGY CORP | $39.75万 | 0.03% | 1,526 | 0 | 0.0% | — | 不变 |