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Oxford Wealth Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Oxford Wealth Group, LLC

No.6747 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.24亿
环比变动 Q1 2026
+$4,048.8万+22.1%
持仓股票数
89
新买入
6
加仓
31
减仓
52
清仓
5
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
10.51%10.93%$2,349.9万13.8万股$2,000.4万13.8万股+172股+0.12%加仓
I景顺交易所交易基金IISPMO
6.3%5.5%$1,408.2万8.7万股$1,006.1万9.0万股-2,571股-2.86%减仓
EEA SERIES TRUSTBBLU
4%3.79%$895.0万54.2万股$694.5万47.1万股+7.2万股+15.27%加仓
I景顺QQQ信托VOO
3.95%4.11%$883.5万1.2万股$752.1万1.3万股-1,033股-7.93%减仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
3.73%3.22%$834.9万42.7万股$589.2万35.1万股+7.5万股+21.43%加仓
I景顺交易所交易基金IIRWJ
3.35%3.33%$748.9万12.6万股$609.9万12.1万股+5,045股+4.18%加仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
3.26%2.93%$729.7万24.8万股$536.5万21.0万股+3.8万股+18.19%加仓
I景顺·S&PRWL
3.11%2.91%$694.6万5.4万股$532.7万4.6万股+8,012股+17.28%加仓
PPacer基金信托COWZ
2.87%4.05%$642.5万10.3万股$740.8万11.8万股-1.5万股-12.76%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
2.7%2.54%$604.3万12.4万股$464.8万9.2万股+3.3万股+35.71%加仓
F第一信托交易所交易基金SDVY
2.59%2.32%$579.9万13.4万股$425.5万10.8万股+2.6万股+24.55%加仓
F第一信托交易所交易基金FGD
2.42%2.28%$540.8万16.9万股$418.2万13.1万股+3.8万股+29.08%加仓
IiShares安硕IEMG
2.31%1.99%$515.6万6.2万股$363.6万5.2万股+1.0万股+19.41%加仓
F第一信托交易所交易基金FYC
2.28%2.13%$510.2万3.8万股$389.9万3.5万股+3,093股+8.79%加仓
V先锋领航指数基金VOO
2.23%1.98%$499.3万7,269股$361.8万6,055股+1,214股+20.05%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
2.23%1.95%$498.8万1.7万股$356.5万1.7万股+334股+1.95%加仓
F第一信托交易所交易基金FPX
2.22%2.05%$495.6万2.6万股$375.3万2.3万股+2,907股+12.67%加仓
IiShares安硕信托MTUM
2.1%2.21%$469.2万1.4万股$405.0万1.7万股-3,190股-18.90%减仓
SSPDR行业精选信托XLK
2.1%1.81%$469.0万2.5万股$331.0万2.5万股-288股-1.16%减仓
V先锋领航指数基金VUG
2.02%1.83%$451.0万5.2万股$334.3万7,654股+4.5万股+584.06%加仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.99%1.79%$444.1万5.1万股$328.1万8,928股+4.2万股+465.82%加仓
G通用动力VTI
1.97%1.93%$440.1万1.2万股$353.2万1.1万股+881股+8.00%加仓
GGlobal X基金PAVE
1.94%1.8%$433.9万7.4万股$328.7万6.5万股+8,947股+13.83%加仓
苹果AAPL
1.87%1.96%$417.9万1.4万股$358.5万1.4万股+314股+2.22%加仓
I景顺交易所交易基金信托XSMO
1.8%1.64%$402.8万4.3万股$300.1万3.9万股+3,541股+8.97%加仓
Meta平台META
1.62%2.02%$363.0万6,445股$370.2万6,471股-26股-0.40%减仓
英伟达NVDA
1.39%1.61%$310.6万1.6万股$293.9万1.7万股-1,331股-7.90%减仓
谷歌AGOOGL
1.36%1.42%$305.1万8,538股$260.2万9,049股-511股-5.65%减仓
礼来LLY
1.27%1.19%$284.4万2,371股$218.7万2,378股-7股-0.29%减仓
亚马逊AMZN
0.94%1.1%$210.1万8,817股$200.9万9,645股-828股-8.58%减仓
I景顺交易所交易基金信托XLG
0.93%1.23%$207.9万3.4万股$225.8万4.1万股-7,442股-17.98%减仓
CienaCIEN
0.9%0.9%$200.7万4,092股$164.8万4,245股-153股-3.60%减仓
OLD DOMINION FREIGHT LINE INODFL
0.84%0.93%$188.1万8,685股$169.8万8,692股-7股-0.08%减仓
VertivVRT
0.78%0.77%$175.0万5,226股$140.7万5,615股-389股-6.93%减仓
微软MSFT
0.71%0.81%$158.6万4,252股$148.1万4,001股+251股+6.27%加仓
AAlphabet Inc Class CGOOG
0.59%0.58%$132.9万3,761股$106.9万3,726股+35股+0.94%加仓
C花旗集团C
0.57%0.61%$126.8万9,057股$111.6万9,838股-781股-7.94%减仓
默沙东MRK
0.52%0.59%$117.3万9,125股$107.9万8,970股+155股+1.73%加仓
摩根大通JPM
0.5%0.56%$110.9万3,389股$102.9万3,498股-109股-3.12%减仓
应用材料AMAT
0.48%0.32%$106.7万1,475股$58.3万1,706股-231股-13.54%减仓
好市多COST
0.46%0.62%$103.6万1,108股$113.1万1,135股-27股-2.38%减仓
阿斯麦ASML
0.41%0.36%$91.9万462股$66.4万503股-41股-8.15%减仓
SSPDR标普500 ETFSPY
0.4%0.24%$89.4万1,197股$43.5万669股+528股+78.92%加仓
特斯拉TSLA
0.4%0.45%$88.5万2,105股$82.4万2,217股-112股-5.05%减仓
NETFLIXNFLX
0.35%0.56%$77.4万1.1万股$103.1万1.1万股+112股+1.04%加仓
RobinhoodHOOD
0.34%0.3%$76.5万7,626股$55.6万8,025股-399股-4.97%减仓
博通AVGO
0.31%0.3%$69.7万1,844股$55.3万1,788股+56股+3.13%加仓
沃尔玛WMT
0.31%0.37%$68.6万6,055股$68.3万5,494股+561股+10.21%加仓
强生JNJ
0.3%0.32%$68.0万2,677股$59.4万2,430股+247股+10.16%加仓
摩根士丹利MS
0.3%0.3%$67.9万3,246股$54.3万3,300股-54股-1.64%减仓

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