Oxford Wealth Group, LLC
ORLANDO FL · SEC CIK 0002007082
$1.83亿2026Q1 申报市值
88持仓数
43.3%前十大占比 · 第一大 10.9%
8 / 6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
WCMI 新建仓+$589.23万
FDL 新建仓+$464.85万
FGD 新建仓+$418.18万
IEMG 新建仓+$363.59万
RWJ 加仓+$253.60万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$927.08万
SPMO 减仓-$887.91万
IVV 减仓-$322.30万
VOOG 减仓-$312.57万
IVW 减仓-$301.63万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,744 | -100.0% | -$48.10万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -4,712 | -100.0% | -$45.31万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -6,718 | -100.0% | -$40.85万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,911 | -100.0% | -$31.18万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -413 | -100.0% | -$31.13万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -8,175 | -100.0% | -$21.38万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $9.37万 | 0.05% | 16,734 | 16,734 | — | $9.37万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.61万 | 0.11% | 610 | -552 | -47.5% | -$18.65万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $20.68万 | 0.11% | 10,432 | -52 | -0.5% | -$1,031 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.05万 | 0.11% | 985 | 985 | — | $21.05万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.66万 | 0.12% | 800 | -46 | -5.4% | -$1.25万 | 减仓 |
| GLD | SPDR GOLD TR | $22.29万 | 0.12% | 518 | 518 | — | $22.29万 | 新建仓 |
| PVH | PVH CORPORATION | $28.63万 | 0.16% | 4,104 | -41 | -1.0% | -$2,860 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.68万 | 0.16% | 5,712 | 153 | 2.8% | $7,681 | 加仓 |
| MA | MASTERCARD INCORPORATED | $29.08万 | 0.16% | 582 | -81 | -12.2% | -$4.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.27万 | 0.16% | 635 | -110 | -14.8% | -$5.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.34万 | 0.16% | 1,830 | -12 | -0.7% | -$1,924 | 减仓 |
| ALLE | ALLEGION PLC | $30.25万 | 0.17% | 2,082 | -72 | -3.3% | -$1.05万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $32.03万 | 0.17% | 530 | -1,578 | -74.9% | -$95.37万 | 减仓 |
| AMGN | AMGEN INC | $33.27万 | 0.18% | 946 | -18 | -1.9% | -$6,330 | 减仓 |
| CCL | CARNIVAL CORP | $34.51万 | 0.19% | 13,334 | 387 | 3.0% | $1.00万 | 加仓 |
| V | VISA INC | $34.62万 | 0.19% | 1,145 | -148 | -11.4% | -$4.47万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $36.97万 | 0.20% | 5,512 | 4 | 0.1% | $268 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $37.60万 | 0.21% | 8,094 | 98 | 1.2% | $4,553 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $38.29万 | 0.21% | 16,083 | -310 | -1.9% | -$7,381 | 减仓 |
| TEX | TEREX CORP NEW | $39.02万 | 0.21% | 6,602 | 6,602 | — | $39.02万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $39.51万 | 0.22% | 3,296 | 10 | 0.3% | $1,199 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $40.67万 | 0.22% | 3,242 | -224 | -6.5% | -$2.81万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $41.57万 | 0.23% | 1,465 | 30 | 2.1% | $8,514 | 加仓 |
| LAUR | LAUREATE ED INC | $41.96万 | 0.23% | 12,045 | -5 | -0.0% | -$174 | 减仓 |
| IVV | ISHARES TR | $42.31万 | 0.23% | 648 | -4,936 | -88.4% | -$322.30万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.57万 | 0.23% | 1,044 | -7,666 | -88.0% | -$312.57万 | 减仓 |
| RTX | RTX CORPORATION | $42.71万 | 0.23% | 2,214 | -98 | -4.2% | -$1.89万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $43.45万 | 0.24% | 6,723 | 53 | 0.8% | $3,425 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.52万 | 0.24% | 669 | 263 | 64.8% | $17.11万 | 加仓 |
| CRM | SALESFORCE INC | $45.35万 | 0.25% | 2,429 | -517 | -17.5% | -$9.65万 | 减仓 |
| MS | MORGAN STANLEY | $54.31万 | 0.30% | 3,300 | -203 | -5.8% | -$3.34万 | 减仓 |
| AVGO | BROADCOM INC | $55.35万 | 0.30% | 1,788 | -53 | -2.9% | -$1.64万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $55.61万 | 0.30% | 8,025 | -576 | -6.7% | -$3.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $55.77万 | 0.30% | 659 | -48 | -6.8% | -$4.06万 | 减仓 |
| HD | HOME DEPOT INC | $56.05万 | 0.31% | 1,704 | 32 | 1.9% | $1.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $58.32万 | 0.32% | 1,706 | -48 | -2.7% | -$1.64万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.18万 | 0.32% | 4,046 | -167 | -4.0% | -$2.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $59.40万 | 0.32% | 2,430 | 887 | 57.5% | $21.68万 | 加仓 |
| AUSF | GLOBAL X FDS | $63.20万 | 0.35% | 13,072 | 2,518 | 23.9% | $12.17万 | 加仓 |
| IVW | ISHARES TR | $64.19万 | 0.35% | 5,675 | -26,666 | -82.5% | -$301.63万 | 减仓 |
| ORCL | ORACLE CORP | $65.87万 | 0.36% | 4,477 | -577 | -11.4% | -$8.49万 | 减仓 |
| PFE | PFIZER INC | $66.06万 | 0.36% | 23,527 | -3,466 | -12.8% | -$9.73万 | 减仓 |
| ASML | ASML HLDG NV | $66.44万 | 0.36% | 503 | -57 | -10.2% | -$7.53万 | 减仓 |
| BIL | SPDR SERIES TRUST | $67.01万 | 0.37% | 7,312 | -472 | -6.1% | -$4.33万 | 减仓 |
| WMT | WALMART INC | $68.28万 | 0.37% | 5,494 | -73 | -1.3% | -$9,072 | 减仓 |
| TSLA | TESLA INC | $82.42万 | 0.45% | 2,217 | -379 | -14.6% | -$14.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $102.91万 | 0.56% | 3,498 | 91 | 2.7% | $2.68万 | 加仓 |
| NFLX | NETFLIX INC. | $103.12万 | 0.56% | 10,725 | -35 | -0.3% | -$3,365 | 减仓 |
| GOOG | ALPHABET INC | $106.89万 | 0.58% | 3,726 | 322 | 9.5% | $9.24万 | 加仓 |
| MRK | MERCK & CO INC | $107.90万 | 0.59% | 8,970 | -297 | -3.2% | -$3.57万 | 减仓 |
| C | CITIGROUP INC | $111.57万 | 0.61% | 9,838 | -132 | -1.3% | -$1.50万 | 减仓 |
| — | EXXON MOBIL CORP | $112.17万 | 0.61% | 6,611 | -9 | -0.1% | -$1,527 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.09万 | 0.62% | 1,135 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $140.70万 | 0.77% | 5,615 | -291 | -4.9% | -$7.29万 | 减仓 |
| MSFT | MICROSOFT CORP | $148.12万 | 0.81% | 4,001 | -634 | -13.7% | -$23.47万 | 减仓 |
| CIEN | CIENA CORP | $164.80万 | 0.90% | 4,245 | -298 | -6.6% | -$11.57万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $169.84万 | 0.93% | 8,692 | 3 | 0.0% | $586 | 加仓 |
| AMZN | AMAZON COM INC | $200.88万 | 1.10% | 9,645 | -278 | -2.8% | -$5.79万 | 减仓 |
| LLY | ELI LILLY & CO | $218.72万 | 1.19% | 2,378 | 5 | 0.2% | $4,599 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $225.82万 | 1.23% | 41,397 | -169,951 | -80.4% | -$927.08万 | 减仓 |
| GOOGL | ALPHABET INC | $260.21万 | 1.42% | 9,049 | -159 | -1.7% | -$4.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $293.91万 | 1.61% | 16,852 | -3,578 | -17.5% | -$62.40万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $300.09万 | 1.64% | 39,475 | -5,382 | -12.0% | -$40.91万 | 减仓 |
| MGK | VANGUARD WORLD FD | $328.05万 | 1.79% | 8,928 | -567 | -6.0% | -$20.83万 | 减仓 |
| PAVE | GLOBAL X FDS | $328.70万 | 1.80% | 64,692 | -11,762 | -15.4% | -$59.76万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $331.02万 | 1.81% | 24,907 | -1,630 | -6.1% | -$21.66万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $334.31万 | 1.83% | 7,654 | -756 | -9.0% | -$33.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $353.24万 | 1.93% | 11,011 | -1,509 | -12.1% | -$48.41万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $356.46万 | 1.95% | 17,133 | -636 | -3.6% | -$13.23万 | 减仓 |
| AAPL | APPLE INC | $358.54万 | 1.96% | 14,127 | -13 | -0.1% | -$3,299 | 减仓 |
| VOO | VANGUARD INDEX FDS | $361.79万 | 1.98% | 6,055 | -663 | -9.9% | -$39.62万 | 减仓 |
| IEMG | ISHARES INC | $363.59万 | 1.99% | 52,128 | 52,128 | — | $363.59万 | 新建仓 |
| META | META PLATFORMS INC | $370.25万 | 2.02% | 6,471 | -74 | -1.1% | -$4.23万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $375.28万 | 2.05% | 22,941 | -3,723 | -14.0% | -$60.90万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $389.89万 | 2.13% | 35,195 | -7,547 | -17.7% | -$83.61万 | 减仓 |
| MTUM | ISHARES TR | $405.00万 | 2.21% | 16,876 | -1,123 | -6.2% | -$26.95万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $418.18万 | 2.28% | 130,969 | 130,969 | — | $418.18万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $425.54万 | 2.32% | 107,922 | 63,633 | 143.7% | $250.90万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $464.85万 | 2.54% | 91,506 | 91,506 | — | $464.85万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $532.67万 | 2.91% | 46,355 | -7,192 | -13.4% | -$82.64万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $536.51万 | 2.93% | 209,985 | -31,015 | -12.9% | -$79.24万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $589.23万 | 3.22% | 351,361 | 351,361 | — | $589.23万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $609.87万 | 3.33% | 120,815 | 50,238 | 71.2% | $253.60万 | 加仓 |
| BBLU | EA SERIES TRUST | $694.53万 | 3.79% | 470,549 | -49,855 | -9.6% | -$73.59万 | 减仓 |
| COWZ | PACER FDS TR | $740.75万 | 4.05% | 118,407 | -6,934 | -5.5% | -$43.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $752.07万 | 4.11% | 13,030 | -652 | -4.8% | -$37.63万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,006.15万 | 5.50% | 89,747 | -79,200 | -46.9% | -$887.91万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2,000.41万 | 10.93% | 137,941 | -15,180 | -9.9% | -$220.14万 | 减仓 |