BOKF, NA
TULSA OK · SEC CIK 0000009634
$65.40亿2026Q1 申报市值
1,028持仓数
32.5%前十大占比 · 第一大 7.0%
90 / 67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
APA 加仓+$1,671.40万
COP 加仓+$1,662.25万
SPMD 加仓+$1,607.81万
HAL 加仓+$1,087.56万
VOO 加仓+$940.66万
2026Q1 卖出最多 按季末市值估算
EXE 减仓-$1,415.70万
IWR 减仓-$957.63万
IVW 减仓-$948.46万
IVE 减仓-$897.39万
AVGO 减仓-$839.98万
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 |
|---|---|---|---|---|---|---|---|---|
| PKG | PACKAGING CORP OF AMERICA | $975.30万 | 0.15% | 45,957 | 9,846 | 27.3% | $208.95万 | 加仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $995.50万 | 0.15% | 9,105 | -183 | -2.0% | -$20.01万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH | $1,032.22万 | 0.16% | 32,893 | 13,897 | 73.2% | $436.10万 | 加仓 |
| LAZ | LAZARD INC | $1,037.06万 | 0.16% | 244,129 | 58,933 | 31.8% | $250.35万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX | $1,060.85万 | 0.16% | 41,222 | -1,360 | -3.2% | -$35.00万 | 减仓 |
| KLAC | KLA CORPORATION | $1,064.55万 | 0.16% | 7,230 | -221 | -3.0% | -$32.54万 | 减仓 |
| NFLX | NETFLIX INC | $1,080.80万 | 0.17% | 112,408 | -26,845 | -19.3% | -$258.11万 | 减仓 |
| RTX | RTX CORPORATION | $1,103.79万 | 0.17% | 57,221 | -162 | -0.3% | -$3.12万 | 减仓 |
| VB | VANGUARD SMALL CAP FD ETF | $1,109.39万 | 0.17% | 42,356 | 6,852 | 19.3% | $179.47万 | 加仓 |
| BLK | Blackrock Inc | $1,112.89万 | 0.17% | 11,572 | -355 | -3.0% | -$34.14万 | 减仓 |
| HAL | HALLIBURTON CO | $1,113.75万 | 0.17% | 285,650 | 278,934 | 4,153.3% | $1,087.56万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $1,119.04万 | 0.17% | 101,399 | 655 | 0.7% | $7.23万 | 加仓 |
| CMS | CMS ENERGY CORP | $1,121.71万 | 0.17% | 144,587 | -1,827 | -1.2% | -$14.17万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,123.14万 | 0.17% | 223,733 | -4,213 | -1.8% | -$21.15万 | 减仓 |
| VGT | VANGUARD INFORMATION | $1,131.35万 | 0.17% | 16,215 | -179 | -1.1% | -$12.49万 | 减仓 |
| EQT | EQT CORPORATION | $1,136.86万 | 0.17% | 178,639 | 40,271 | 29.1% | $256.28万 | 加仓 |
| KMI | KINDER MORGAN INC/DELAWARE | $1,159.51万 | 0.18% | 345,813 | 7,309 | 2.2% | $24.51万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,163.70万 | 0.18% | 47,098 | 17,034 | 56.7% | $420.88万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1,197.68万 | 0.18% | 56,053 | -36,468 | -39.4% | -$779.21万 | 减仓 |
| WFC | WELLS FARGO & COMPANY | $1,199.79万 | 0.18% | 150,708 | 3,071 | 2.1% | $24.45万 | 加仓 |
| STAG | STAG INDUSTRIAL REIT | $1,221.85万 | 0.19% | 338,839 | -8,015 | -2.3% | -$28.90万 | 减仓 |
| TJX | TJX COMPANIES INC | $1,238.35万 | 0.19% | 77,542 | -1,241 | -1.6% | -$19.82万 | 减仓 |
| ALL | ALLSTATE CORP | $1,254.90万 | 0.19% | 60,524 | -1,393 | -2.2% | -$28.88万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INC | $1,258.22万 | 0.19% | 55,666 | 4,080 | 7.9% | $92.22万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE | $1,293.31万 | 0.20% | 88,741 | -1,708 | -1.9% | -$24.89万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $1,312.53万 | 0.20% | 218,865 | -6,837 | -3.0% | -$41.00万 | 减仓 |
| VOE | VANGUARD MIDCAP VALUE INDEX | $1,316.37万 | 0.20% | 71,433 | -1,570 | -2.2% | -$28.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,328.33万 | 0.20% | 21,978 | -3,632 | -14.2% | -$219.51万 | 减仓 |
| ORCL | ORACLE CORP | $1,330.61万 | 0.20% | 90,450 | 14,465 | 19.0% | $212.79万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,353.81万 | 0.21% | 54,589 | -1,747 | -3.1% | -$43.33万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $1,374.78万 | 0.21% | 282,007 | -5,523 | -1.9% | -$26.92万 | 减仓 |
| ET | ENERGY TRANSFER L.P. | $1,383.66万 | 0.21% | 716,924 | 15,130 | 2.2% | $29.20万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,402.47万 | 0.21% | 136,600 | -10,416 | -7.1% | -$106.94万 | 减仓 |
| VTI | VANGUARD TOTL STCK MKT FD ETF | $1,429.30万 | 0.22% | 44,553 | -9,380 | -17.4% | -$300.92万 | 减仓 |
| MRK | MERCK & CO INC/NJ | $1,431.33万 | 0.22% | 118,990 | -8,259 | -6.5% | -$99.35万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $1,432.51万 | 0.22% | 70,418 | 39,035 | 124.4% | $794.09万 | 加仓 |
| PSX | PHILLIPS 66 | $1,479.56万 | 0.23% | 81,214 | 7,848 | 10.7% | $142.97万 | 加仓 |
| GVI | ISHARES INTER GOVT CR BOND ETF | $1,485.76万 | 0.23% | 139,273 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,485.97万 | 0.23% | 245,008 | 8,401 | 3.6% | $50.95万 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $1,509.30万 | 0.23% | 328,322 | -8,036 | -2.4% | -$36.94万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $1,571.87万 | 0.24% | 119,917 | -3,508 | -2.8% | -$45.98万 | 减仓 |
| SDY | State Street SPDR S&P Dividend | $1,573.32万 | 0.24% | 107,806 | 5,727 | 5.6% | $83.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,585.82万 | 0.24% | 46,940 | -3,627 | -7.2% | -$122.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,602.14万 | 0.24% | 18,938 | -3,541 | -15.8% | -$299.57万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE ETF | $1,607.12万 | 0.25% | 208,230 | 24,535 | 13.4% | $189.36万 | 加仓 |
| BOKF | BOK FINANCIAL CORPORATION | $1,626.58万 | 0.25% | 127,017 | -1,285 | -1.0% | -$16.46万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $1,638.50万 | 0.25% | 240,885 | -2,384 | -1.0% | -$16.22万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1,647.95万 | 0.25% | 269,934 | -41,084 | -13.2% | -$250.82万 | 减仓 |
| ICSH | ISHARES TR | $1,664.40万 | 0.25% | 328,803 | 6,767 | 2.1% | $34.25万 | 加仓 |
| MS | MORGAN STANLEY | $1,664.67万 | 0.25% | 101,153 | -4,177 | -4.0% | -$68.74万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $1,670.27万 | 0.26% | 171,785 | -98,491 | -36.4% | -$957.63万 | 减仓 |
| APA | APA CORP | $1,688.17万 | 0.26% | 397,777 | 393,826 | 9,967.8% | $1,671.40万 | 加仓 |
| FE | FIRSTENERGY CORP | $1,690.74万 | 0.26% | 333,743 | -11,897 | -3.4% | -$60.27万 | 减仓 |
| IBM | INTL BUSINESS MACHINES CORP | $1,753.40万 | 0.27% | 72,338 | -12,713 | -14.9% | -$308.15万 | 减仓 |
| HD | HOME DEPOT INC | $1,763.31万 | 0.27% | 53,614 | -19,210 | -26.4% | -$631.80万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1,791.46万 | 0.27% | 73,838 | -4,626 | -5.9% | -$112.24万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $1,825.28万 | 0.28% | 139,313 | -3,260 | -2.3% | -$42.71万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC REIT | $1,853.05万 | 0.28% | 99,343 | -6,629 | -6.3% | -$123.65万 | 减仓 |
| VGSH | VANGUARD SHORT TERM TREASURY | $1,857.40万 | 0.28% | 317,287 | 55,719 | 21.3% | $326.18万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $1,877.23万 | 0.29% | 76,879 | 21,587 | 39.0% | $527.11万 | 加仓 |
| PEP | PEPSICO INC | $1,906.42万 | 0.29% | 122,765 | -2,073 | -1.7% | -$32.19万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,932.29万 | 0.30% | 56,299 | -1,036 | -1.8% | -$35.56万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,967.24万 | 0.30% | 93,168 | -42,500 | -31.3% | -$897.39万 | 减仓 |
| CAT | CATERPILLAR INC | $2,037.74万 | 0.31% | 28,763 | 885 | 3.2% | $62.70万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI | $2,044.87万 | 0.31% | 481,203 | 41,115 | 9.3% | $174.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,205.81万 | 0.34% | 158,270 | 42,516 | 36.7% | $592.55万 | 加仓 |
| DUK | DUKE ENERGY CORP | $2,205.93万 | 0.34% | 168,469 | -3,351 | -2.0% | -$43.88万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $2,212.08万 | 0.34% | 104,684 | -21,499 | -17.0% | -$454.30万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2,277.68万 | 0.35% | 95,854 | 26,825 | 38.9% | $637.42万 | 加仓 |
| TSLA | TESLA INC | $2,283.44万 | 0.35% | 61,424 | -806 | -1.3% | -$29.96万 | 减仓 |
| AMGN | AMGEN INC | $2,431.14万 | 0.37% | 69,096 | -374 | -0.5% | -$13.16万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $2,465.95万 | 0.38% | 72,148 | -4,114 | -5.4% | -$140.61万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $2,591.77万 | 0.40% | 348,591 | 16,563 | 5.0% | $123.15万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,669.45万 | 0.41% | 366,784 | 12,719 | 3.6% | $92.57万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $2,700.70万 | 0.41% | 306,341 | 11,130 | 3.8% | $98.12万 | 加仓 |
| VTV | VANGUARD VALUE FD ETF | $2,718.02万 | 0.42% | 138,533 | 23,644 | 20.6% | $463.90万 | 加仓 |
| GEV | GE VERNOVA INC | $2,738.20万 | 0.42% | 31,369 | -5,090 | -14.0% | -$444.31万 | 减仓 |
| MA | MASTERCARD INC - CLASS A | $2,821.13万 | 0.43% | 56,461 | 10,028 | 21.6% | $501.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $2,831.36万 | 0.43% | 28,415 | 1,822 | 6.9% | $181.55万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | $2,849.99万 | 0.44% | 502,821 | 15,382 | 3.2% | $87.19万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH | $2,890.18万 | 0.44% | 225,584 | 41,108 | 22.3% | $526.68万 | 加仓 |
| VO | VANGUARD MID-CAP FD ETF | $2,892.13万 | 0.44% | 100,708 | 12,581 | 14.3% | $361.30万 | 加仓 |
| MCD | MCDONALD'S CORP | $2,968.60万 | 0.45% | 95,518 | -7,209 | -7.0% | -$224.05万 | 减仓 |
| V | VISA INC-CLASS A SHARES | $3,004.30万 | 0.46% | 99,401 | -2,901 | -2.8% | -$87.68万 | 减仓 |
| SPSM | State Street SPDR Portfolio | $3,110.40万 | 0.48% | 643,708 | 18,343 | 2.9% | $88.63万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $3,179.93万 | 0.49% | 409,837 | -27,190 | -6.2% | -$210.97万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,244.49万 | 0.50% | 245,795 | 125,928 | 105.1% | $1,662.25万 | 加仓 |
| OKE | ONEOK INC | $3,269.88万 | 0.50% | 361,752 | 7,329 | 2.1% | $66.25万 | 加仓 |
| KO | COCA-COLA CO/THE | $3,341.01万 | 0.51% | 439,318 | -5,321 | -1.2% | -$40.47万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $3,435.29万 | 0.53% | 303,712 | -83,853 | -21.6% | -$948.46万 | 减仓 |
| IJJ | ISHARES S&P MIDCAP 400/VALUE | $3,564.08万 | 0.55% | 268,987 | 593 | 0.2% | $7.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,577.94万 | 0.55% | 146,373 | -8,618 | -5.6% | -$210.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $3,720.32万 | 0.57% | 77,636 | -1,574 | -2.0% | -$75.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,787.92万 | 0.58% | 262,249 | 22,882 | 9.6% | $330.51万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3,877.73万 | 0.59% | 348,184 | 31,420 | 9.9% | $349.92万 | 加仓 |
| SPHY | State Street SPDR Portfolio | $4,077.94万 | 0.62% | 1,748,686 | 215,618 | 14.1% | $502.82万 | 加仓 |
| META | Meta Platforms Inc | $4,085.18万 | 0.62% | 71,403 | 3,739 | 5.5% | $213.92万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $4,217.14万 | 0.64% | 98,901 | -2,492 | -2.5% | -$106.26万 | 减仓 |
| ABBV | ABBVIE INC | $4,376.77万 | 0.67% | 201,240 | -19,503 | -8.8% | -$424.17万 | 减仓 |
| LLY | ELI LILLY & CO | $4,740.77万 | 0.72% | 51,543 | -787 | -1.5% | -$72.39万 | 减仓 |