Oxford Wealth Group, LLC 13F 持仓 · 2026年Q2

Name: Oxford Wealth Group 13F 持仓 2026年Q2：89 只证券、2.2 亿美元
Creator: ko.io

Oxford Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 2.24 亿美元。前几大持仓：XMMO（10.51%）、SPMO（6.30%）、BBLU（4.00%）。本季前 25 大持仓中：增持 20 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	XMMO	INVESCO EXCHANGE TRADED FD T	$23.5M	10.51%	138,113	增持
2	SPMO	INVESCO EXCH TRADED FD TR II	$14.1M	6.30%	87,176	减持
3	BBLU	EA SERIES TRUST	$8.9M	4.00%	542,397	增持
4	QQQ	INVESCO QQQ TR	$8.8M	3.95%	11,997	减持
5	WCMI	FIRST TR EXCHANGE-TRADED FD	$8.3M	3.73%	426,643	增持
6	RWJ	INVESCO EXCH TRADED FD TR II	$7.5M	3.35%	125,860	增持
7	RDVI	FIRST TR EXCHANGE-TRADED FD	$7.3M	3.26%	248,184	增持
8	RWL	INVESCO EXCH TRADED FD TR II	$6.9M	3.11%	54,367	增持
9	COWZ	PACER FDS TR	$6.4M	2.87%	103,298	减持
10	FDL	FIRST TR EXCHANGE-TRADED FD	$6.0M	2.70%	124,182	增持
11	SDVY	FIRST TR EXCHANGE TRADED FD	$5.8M	2.59%	134,417	增持
12	FGD	FIRST TR EXCHANGE-TRADED FD	$5.4M	2.42%	169,056	增持
13	IEMG	ISHARES INC	$5.2M	2.31%	62,246	增持
14	AIRR	FIRST TR EXCHANGE TRADED FD	$5.1M	2.28%	38,288	增持
15	FTEC	FIDELITY COVINGTON TRUST	$5.0M	2.23%	17,467	增持
16	VOO	VANGUARD INDEX FDS	$5.0M	2.23%	7,269	增持
17	GRID	FIRST TR EXCHANGE-TRADED FD	$5.0M	2.22%	25,848	增持
18	MTUM	ISHARES TR	$4.7M	2.10%	13,686	减持
19	XLK	SELECT SECTOR SPDR TR	$4.7M	2.10%	24,619	减持
20	VUG	VANGUARD INDEX FDS	$4.5M	2.02%	52,358	增持
21	MGK	VANGUARD WORLD FD	$4.4M	1.99%	50,516	增持
22	VTI	VANGUARD INDEX FDS	$4.4M	1.97%	11,892	增持
23	PAVE	GLOBAL X FDS	$4.3M	1.94%	73,639	增持
24	AAPL	APPLE INC	$4.2M	1.87%	14,441	增持
25	XSMO	INVESCO EXCHANGE TRADED FD T	$4.0M	1.80%	43,016	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR