Oxford Wealth Group, LLC
ORLANDO FL · SEC CIK 0002007082
$2.24亿2026Q2 申报市值
89持仓数
43.8%前十大占比 · 第一大 10.5%
5 / 5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
FDL 加仓+$159.00万
WCMI 加仓+$147.33万
FGD 加仓+$121.84万
BBLU 加仓+$118.55万
SDVY 加仓+$114.30万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$112.17万
MTUM 减仓-$109.36万
COWZ 减仓-$93.98万
QQQ 减仓-$76.07万
XLG 减仓-$45.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -6,611 | -100.0% | -$112.17万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -13,334 | -100.0% | -$34.51万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,712 | -100.0% | -$28.68万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -518 | -100.0% | -$22.29万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -16,734 | -100.0% | -$9.37万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $20.02万 | 0.09% | 918 | 918 | — | $20.02万 | 新建仓 |
| SOXX | ISHARES TR | $21.20万 | 0.09% | 331 | 331 | — | $21.20万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $22.06万 | 0.10% | 433 | -97 | -18.3% | -$4.94万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $23.84万 | 0.11% | 10,273 | -159 | -1.5% | -$3,690 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.38万 | 0.11% | 613 | -22 | -3.5% | -$8,749 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.45万 | 0.11% | 533 | -77 | -12.6% | -$3.68万 | 减仓 |
| ALLE | ALLEGION PLC | $28.08万 | 0.13% | 1,999 | -83 | -4.0% | -$1.17万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $28.10万 | 0.13% | 1,000 | 0 | 0.0% | — | 重新持有 |
| MA | MASTERCARD INCORPORATED | $28.56万 | 0.13% | 556 | -26 | -4.5% | -$1.34万 | 减仓 |
| PVH | PVH CORPORATION | $28.75万 | 0.13% | 3,871 | -233 | -5.7% | -$1.73万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $29.39万 | 0.13% | 3,062 | -180 | -5.6% | -$1.73万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $30.79万 | 0.14% | 1,288 | -177 | -12.1% | -$4.23万 | 减仓 |
| AMGN | AMGEN INC | $31.12万 | 0.14% | 859 | -87 | -9.2% | -$3.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.69万 | 0.14% | 763 | -37 | -4.6% | -$1.54万 | 减仓 |
| BOXX | EA SERIES TRUST | $33.49万 | 0.15% | 2,860 | 2,860 | — | $33.49万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $35.64万 | 0.16% | 4,099 | 4,099 | — | $35.64万 | 新建仓 |
| CRM | SALESFORCE INC | $36.25万 | 0.16% | 2,314 | -115 | -4.7% | -$1.80万 | 减仓 |
| V | VISA INC | $36.79万 | 0.16% | 1,072 | -73 | -6.4% | -$2.51万 | 减仓 |
| IVV | ISHARES TR | $38.36万 | 0.17% | 512 | -136 | -21.0% | -$10.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $39.48万 | 0.18% | 911 | -74 | -7.5% | -$3.21万 | 减仓 |
| LAUR | LAUREATE ED INC | $39.86万 | 0.18% | 10,974 | -1,071 | -8.9% | -$3.89万 | 减仓 |
| RTX | RTX CORPORATION | $40.78万 | 0.18% | 2,149 | -65 | -2.9% | -$1.23万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $41.79万 | 0.19% | 7,414 | -680 | -8.4% | -$3.83万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $43.50万 | 0.19% | 4,997 | -515 | -9.3% | -$4.48万 | 减仓 |
| TEX | TEREX CORP NEW | $43.71万 | 0.20% | 6,038 | -564 | -8.5% | -$4.08万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $44.24万 | 0.20% | 5,355 | -909 | -14.5% | -$7.51万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.85万 | 0.20% | 3,844 | -202 | -5.0% | -$2.36万 | 减仓 |
| GVA | GRANITE CONSTR INC | $46.87万 | 0.21% | 2,965 | -331 | -10.0% | -$5.23万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $48.23万 | 0.22% | 6,162 | -561 | -8.3% | -$4.39万 | 减仓 |
| PFE | PFIZER INC | $49.44万 | 0.22% | 20,531 | -2,996 | -12.7% | -$7.21万 | 减仓 |
| BIL | SPDR SERIES TRUST | $57.69万 | 0.26% | 6,295 | -1,017 | -13.9% | -$9.32万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $57.77万 | 0.26% | 1,694 | -136 | -7.4% | -$4.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $59.82万 | 0.27% | 6,815 | 6,815 | — | $59.82万 | 新建仓 |
| ORCL | ORACLE CORP | $61.50万 | 0.28% | 4,197 | -280 | -6.3% | -$4.10万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $63.05万 | 0.28% | 13,977 | -2,106 | -13.1% | -$9.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.34万 | 0.29% | 636 | -23 | -3.5% | -$2.33万 | 减仓 |
| HD | HOME DEPOT INC | $64.57万 | 0.29% | 1,831 | 127 | 7.5% | $4.48万 | 加仓 |
| IVW | ISHARES TR | $65.02万 | 0.29% | 4,727 | -948 | -16.7% | -$13.04万 | 减仓 |
| AUSF | GLOBAL X FDS | $65.20万 | 0.29% | 13,344 | 272 | 2.1% | $1.33万 | 加仓 |
| MS | MORGAN STANLEY | $67.86万 | 0.30% | 3,246 | -54 | -1.6% | -$1.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $67.99万 | 0.30% | 2,677 | 247 | 10.2% | $6.27万 | 加仓 |
| WMT | WALMART INC | $68.58万 | 0.31% | 6,055 | 561 | 10.2% | $6.35万 | 加仓 |
| AVGO | BROADCOM INC | $69.67万 | 0.31% | 1,844 | 56 | 3.1% | $2.12万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $76.47万 | 0.34% | 7,626 | -399 | -5.0% | -$4.00万 | 减仓 |
| NFLX | NETFLIX INC. | $77.38万 | 0.35% | 10,837 | 112 | 1.0% | $7,997 | 加仓 |
| TSLA | TESLA INC | $88.54万 | 0.40% | 2,105 | -112 | -5.1% | -$4.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $89.42万 | 0.40% | 1,197 | 528 | 78.9% | $39.44万 | 加仓 |
| ASML | ASML HLDG NV | $91.91万 | 0.41% | 462 | -41 | -8.2% | -$8.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $103.61万 | 0.46% | 1,108 | -27 | -2.4% | -$2.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $106.66万 | 0.48% | 1,475 | -231 | -13.5% | -$16.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $110.95万 | 0.50% | 3,389 | -109 | -3.1% | -$3.57万 | 减仓 |
| MRK | MERCK & CO INC | $117.26万 | 0.52% | 9,125 | 155 | 1.7% | $1.99万 | 加仓 |
| C | CITIGROUP INC | $126.76万 | 0.57% | 9,057 | -781 | -7.9% | -$10.93万 | 减仓 |
| GOOG | ALPHABET INC | $132.90万 | 0.59% | 3,761 | 35 | 0.9% | $1.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $158.60万 | 0.71% | 4,252 | 251 | 6.3% | $9.36万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $174.98万 | 0.78% | 5,226 | -389 | -6.9% | -$13.02万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $188.12万 | 0.84% | 8,685 | -7 | -0.1% | -$1,516 | 减仓 |
| CIEN | CIENA CORP | $200.74万 | 0.90% | 4,092 | -153 | -3.6% | -$7.51万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $207.90万 | 0.93% | 33,955 | -7,442 | -18.0% | -$45.57万 | 减仓 |
| AMZN | AMAZON COM INC | $210.14万 | 0.94% | 8,817 | -828 | -8.6% | -$19.73万 | 减仓 |
| LLY | ELI LILLY & CO | $284.39万 | 1.27% | 2,371 | -7 | -0.3% | -$8,396 | 减仓 |
| GOOGL | ALPHABET INC | $305.12万 | 1.36% | 8,538 | -511 | -5.6% | -$18.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $310.57万 | 1.39% | 15,521 | -1,331 | -7.9% | -$26.63万 | 减仓 |
| META | META PLATFORMS INC | $363.03万 | 1.62% | 6,445 | -26 | -0.4% | -$1.46万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $402.76万 | 1.80% | 43,016 | 3,541 | 9.0% | $33.15万 | 加仓 |
| AAPL | APPLE INC | $417.86万 | 1.87% | 14,441 | 314 | 2.2% | $9.09万 | 加仓 |
| PAVE | GLOBAL X FDS | $433.88万 | 1.94% | 73,639 | 8,947 | 13.8% | $52.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $440.06万 | 1.97% | 11,892 | 881 | 8.0% | $32.60万 | 加仓 |
| MGK | VANGUARD WORLD FD | $444.09万 | 1.99% | 50,516 | 5,876 | 13.2% | $51.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $451.01万 | 2.02% | 52,358 | 6,434 | 14.0% | $55.42万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $469.03万 | 2.10% | 24,619 | -288 | -1.2% | -$5.49万 | 减仓 |
| MTUM | ISHARES TR | $469.20万 | 2.10% | 13,686 | -3,190 | -18.9% | -$109.36万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $495.63万 | 2.22% | 25,848 | 2,907 | 12.7% | $55.74万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $498.84万 | 2.23% | 17,467 | 334 | 1.9% | $9.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $499.26万 | 2.23% | 7,269 | 1,214 | 20.0% | $83.38万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $510.19万 | 2.28% | 38,288 | 3,093 | 8.8% | $41.21万 | 加仓 |
| IEMG | ISHARES INC | $515.65万 | 2.31% | 62,246 | 10,118 | 19.4% | $83.82万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $540.81万 | 2.42% | 169,056 | 38,087 | 29.1% | $121.84万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $579.88万 | 2.59% | 134,417 | 26,495 | 24.6% | $114.30万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $604.27万 | 2.70% | 124,182 | 32,676 | 35.7% | $159.00万 | 加仓 |
| COWZ | PACER FDS TR | $642.51万 | 2.87% | 103,298 | -15,109 | -12.8% | -$93.98万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $694.59万 | 3.11% | 54,367 | 8,012 | 17.3% | $102.36万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $729.66万 | 3.26% | 248,184 | 38,199 | 18.2% | $112.30万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $748.87万 | 3.35% | 125,860 | 5,045 | 4.2% | $30.02万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $834.94万 | 3.73% | 426,643 | 75,282 | 21.4% | $147.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $883.48万 | 3.95% | 11,997 | -1,033 | -7.9% | -$76.07万 | 减仓 |
| BBLU | EA SERIES TRUST | $894.96万 | 4.00% | 542,397 | 71,848 | 15.3% | $118.55万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,408.24万 | 6.30% | 87,176 | -2,571 | -2.9% | -$41.53万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2,349.85万 | 10.51% | 138,113 | 172 | 0.1% | $2.93万 | 加仓 |