Oxinas Partners, LLC
JEFFERSONVILLE IN · SEC CIK 0001759320
$2.19亿2026Q1 申报市值
145持仓数
37.5%前十大占比 · 第一大 6.0%
17 / 4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
JVAL 新建仓+$438.37万
SPY 加仓+$264.10万
GOVT 新建仓+$234.78万
MINT 加仓+$147.97万
AGG 加仓+$144.64万
2026Q1 卖出最多 按季末市值估算
SCHD 清仓-$431.98万
MAR 减仓-$80.78万
UAL 减仓-$52.54万
DASH 清仓-$45.79万
VXX 减仓-$28.56万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,306.60万 | 5.97% | 20,091 | 4,061 | 25.3% | $264.10万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,285.47万 | 5.87% | 146,342 | 3,922 | 2.8% | $34.45万 | 加仓 |
| QGRW | WISDOMTREE TR | $992.13万 | 4.53% | 185,687 | 11,162 | 6.4% | $59.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $980.16万 | 4.48% | 100,108 | 2,472 | 2.5% | $24.20万 | 加仓 |
| AAPL | APPLE INC | $716.14万 | 3.27% | 28,218 | -237 | -0.8% | -$6.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $715.09万 | 3.27% | 12,389 | 826 | 7.1% | $47.68万 | 加仓 |
| GOOG | ALPHABET INC | $592.91万 | 2.71% | 20,669 | 403 | 2.0% | $11.56万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $543.46万 | 2.48% | 36,696 | 6,525 | 21.6% | $96.63万 | 加仓 |
| AMZN | AMAZON COM INC | $539.44万 | 2.46% | 25,901 | 2,246 | 9.5% | $46.78万 | 加仓 |
| TSLA | TESLA INC | $526.77万 | 2.41% | 14,170 | 686 | 5.1% | $25.50万 | 加仓 |
| AGGY | WISDOMTREE TR | $483.13万 | 2.21% | 111,192 | 5,176 | 4.9% | $22.49万 | 加仓 |
| AGG | ISHARES TR | $481.71万 | 2.20% | 48,525 | 14,570 | 42.9% | $144.64万 | 加仓 |
| IVV | ISHARES TR | $478.95万 | 2.19% | 7,332 | 397 | 5.7% | $25.93万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $439.16万 | 2.01% | 96,202 | -1,913 | -1.9% | -$8.73万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $438.37万 | 2.00% | 89,720 | 89,720 | — | $438.37万 | 新建仓 |
| MINT | PIMCO ETF TR | $420.71万 | 1.92% | 41,833 | 14,713 | 54.3% | $147.97万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $386.75万 | 1.77% | 42,006 | -5,707 | -12.0% | -$52.54万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $352.84万 | 1.61% | 87,793 | 5,459 | 6.6% | $21.94万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $336.55万 | 1.54% | 79,113 | 4,882 | 6.6% | $20.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $301.65万 | 1.38% | 103,553 | 75 | 0.1% | $2,185 | 加仓 |
| FLOT | ISHARES TR | $291.42万 | 1.33% | 57,198 | 19,727 | 52.6% | $100.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $277.09万 | 1.27% | 7,485 | 119 | 1.6% | $4.41万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $271.64万 | 1.24% | 47,924 | 4,168 | 9.5% | $23.62万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $263.47万 | 1.20% | 47,456 | 3,290 | 7.4% | $18.27万 | 加仓 |
| GOOGL | ALPHABET INC | $256.78万 | 1.17% | 8,929 | 211 | 2.4% | $6.07万 | 加仓 |
| DON | WISDOMTREE TR | $252.78万 | 1.16% | 48,112 | 1,453 | 3.1% | $7.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $250.39万 | 1.14% | 14,357 | 2,451 | 20.6% | $42.75万 | 加仓 |
| GOVT | ISHARES TR | $234.78万 | 1.07% | 102,480 | 102,480 | — | $234.78万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $227.28万 | 1.04% | 21,164 | -407 | -1.9% | -$4.37万 | 减仓 |
| NOBL | PROSHARES TR | $225.69万 | 1.03% | 21,289 | 6,844 | 47.4% | $72.55万 | 加仓 |
| — | WISDOMTREE TR | $215.39万 | 0.98% | 48,728 | 2,301 | 5.0% | $10.17万 | 加仓 |
| AVGO | BROADCOM INC | $206.94万 | 0.95% | 6,686 | 1,623 | 32.1% | $50.23万 | 加仓 |
| META | META PLATFORMS INC | $194.07万 | 0.89% | 3,392 | 36 | 1.1% | $2.06万 | 加仓 |
| DAL | DELTA AIR LINES INC | $178.16万 | 0.81% | 26,799 | -2 | -0.0% | -$133 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $177.03万 | 0.81% | 13,321 | -803 | -5.7% | -$10.67万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $174.96万 | 0.80% | 18,566 | -544 | -2.8% | -$5.13万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $174.71万 | 0.80% | 5,342 | -2,470 | -31.6% | -$80.78万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $173.92万 | 0.79% | 6,758 | 3,213 | 90.6% | $82.69万 | 加仓 |
| DXJ | WISDOMTREE TR | $145.49万 | 0.66% | 9,175 | -971 | -9.6% | -$15.40万 | 减仓 |
| IVW | ISHARES TR | $142.91万 | 0.65% | 12,635 | 1,790 | 16.5% | $20.25万 | 加仓 |
| XSOE | WISDOMTREE TR | $142.44万 | 0.65% | 35,520 | -1,013 | -2.8% | -$4.06万 | 减仓 |
| CCL | CARNIVAL CORP | $138.28万 | 0.63% | 53,432 | -1,905 | -3.4% | -$4.93万 | 减仓 |
| IXN | ISHARES TR | $127.79万 | 0.58% | 12,783 | 561 | 4.6% | $5.61万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $119.26万 | 0.54% | 15,688 | 107 | 0.7% | $8,134 | 加仓 |
| MGV | VANGUARD WORLD FD | $118.02万 | 0.54% | 8,142 | 774 | 10.5% | $11.22万 | 加仓 |
| WMT | WALMART INC | $113.78万 | 0.52% | 9,155 | 27 | 0.3% | $3,356 | 加仓 |
| PYLD | PIMCO ETF TR | $112.05万 | 0.51% | 42,766 | 6,577 | 18.2% | $17.23万 | 加仓 |
| USMV | ISHARES TR | $109.47万 | 0.50% | 11,804 | 1,124 | 10.5% | $10.42万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $107.69万 | 0.49% | 18,320 | -3,350 | -15.5% | -$19.69万 | 减仓 |
| IDV | ISHARES TR | $105.53万 | 0.48% | 24,795 | 556 | 2.3% | $2.37万 | 加仓 |
| EPI | WISDOMTREE TR | $103.78万 | 0.47% | 25,437 | 2,647 | 11.6% | $10.80万 | 加仓 |
| IVE | ISHARES TR | $99.67万 | 0.46% | 4,720 | 863 | 22.4% | $18.22万 | 加仓 |
| CLS | CELESTICA INC | $98.93万 | 0.45% | 3,512 | 554 | 18.7% | $15.61万 | 加仓 |
| QHY | WISDOMTREE TR | $97.63万 | 0.45% | 21,439 | 948 | 4.6% | $4.32万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $89.59万 | 0.41% | 1,934 | -50 | -2.5% | -$2.32万 | 减仓 |
| IYH | ISHARES TR | $89.26万 | 0.41% | 14,481 | -64 | -0.4% | -$3,945 | 减仓 |
| DHS | WISDOMTREE TR | $87.81万 | 0.40% | 8,040 | -425 | -5.0% | -$4.64万 | 减仓 |
| IUSB | ISHARES TR | $81.03万 | 0.37% | 17,543 | 10,647 | 154.4% | $49.18万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $80.69万 | 0.37% | 20,700 | -1,500 | -6.8% | -$5.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $70.42万 | 0.32% | 4,814 | 2,019 | 72.2% | $29.53万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $69.67万 | 0.32% | 8,050 | 6,050 | 302.5% | $52.36万 | 加仓 |
| UI | UBIQUITI INC | $69.15万 | 0.32% | 875 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $67.57万 | 0.31% | 6,199 | 3,159 | 103.9% | $34.43万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $67.07万 | 0.31% | 1,985 | 1,078 | 118.9% | $36.42万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $62.78万 | 0.29% | 8,525 | 2,484 | 41.1% | $18.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $62.32万 | 0.28% | 1,043 | 223 | 27.2% | $13.32万 | 加仓 |
| IYW | ISHARES TR | $62.22万 | 0.28% | 3,429 | -8 | -0.2% | -$1,452 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $59.27万 | 0.27% | 24,965 | -2,100 | -7.8% | -$4.99万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $56.73万 | 0.26% | 1,393 | 274 | 24.5% | $11.16万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $56.65万 | 0.26% | 13,761 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $56.29万 | 0.26% | 11,978 | -250 | -2.0% | -$1.17万 | 减仓 |
| QUAL | ISHARES TR | $55.71万 | 0.25% | 2,904 | 723 | 33.1% | $13.87万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $54.83万 | 0.25% | 1,864 | 2 | 0.1% | $588 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $54.57万 | 0.25% | 7,586 | 100 | 1.3% | $7,193 | 加仓 |
| NFLX | NETFLIX INC. | $54.36万 | 0.25% | 5,654 | -564 | -9.1% | -$5.42万 | 减仓 |
| USIG | ISHARES TR | $52.10万 | 0.24% | 10,170 | 10,170 | — | $52.10万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $51.29万 | 0.23% | 5,597 | 37 | 0.7% | $3,391 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $50.16万 | 0.23% | 15,116 | -996 | -6.2% | -$3.30万 | 减仓 |
| MTUM | ISHARES TR | $49.88万 | 0.23% | 2,078 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $49.70万 | 0.23% | 7,360 | -34 | -0.5% | -$2,296 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.88万 | 0.22% | 1,020 | 8 | 0.8% | $3,834 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $47.76万 | 0.22% | 4,847 | -381 | -7.3% | -$3.75万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $47.43万 | 0.22% | 9,373 | 452 | 5.1% | $2.29万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $47.25万 | 0.22% | 4,850 | 1,803 | 59.2% | $17.56万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.72万 | 0.21% | 2,826 | 165 | 6.2% | $2.73万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $45.78万 | 0.21% | 20,104 | -6,741 | -25.1% | -$15.35万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $45.46万 | 0.21% | 5,494 | 255 | 4.9% | $2.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.82万 | 0.20% | 506 | 5 | 1.0% | $4,231 | 加仓 |
| NEAR | ISHARES U S ETF TR | $42.66万 | 0.19% | 8,391 | 246 | 3.0% | $1.25万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $41.19万 | 0.19% | 24,073 | 12,574 | 109.3% | $21.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.06万 | 0.19% | 1,280 | 393 | 44.3% | $12.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $40.96万 | 0.19% | 938 | -98 | -9.5% | -$4.28万 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $39.60万 | 0.18% | 77,653 | -22,363 | -22.4% | -$11.41万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $38.30万 | 0.18% | 6,252 | 234 | 3.9% | $1.43万 | 加仓 |
| CAT | CATERPILLAR INC | $37.77万 | 0.17% | 533 | 19 | 3.7% | $1.35万 | 加仓 |
| SHOP | SHOPIFY INC | $36.71万 | 0.17% | 3,095 | 18 | 0.6% | $2,135 | 加仓 |
| APP | APPLOVIN CORP | $36.50万 | 0.17% | 917 | 495 | 117.3% | $19.70万 | 加仓 |
| ESGU | ISHARES TR | $36.35万 | 0.17% | 2,570 | 266 | 11.5% | $3.76万 | 加仓 |
| IJR | ISHARES TR | $34.35万 | 0.16% | 2,763 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $33.78万 | 0.15% | 11,502 | 11,502 | — | $33.78万 | 新建仓 |