BOKF, NA
TULSA OK · SEC CIK 0000009634
$72.54亿2026Q2 申报市值
1,160持仓数
32.0%前十大占比 · 第一大 7.2%
164 / 65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
VOO 加仓+$1,136.88万
UNH 加仓+$1,044.94万
LNG 加仓+$846.48万
APD 加仓+$801.94万
INTC 加仓+$799.00万
2026Q2 卖出最多 按季末市值估算
EFA 减仓-$1,651.22万
HON 减仓-$1,246.83万
STRL 减仓-$1,162.09万
LAZ 减仓-$1,015.97万
GD 减仓-$1,014.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC | $409.34万 | 0.06% | 44,884 | -735 | -1.6% | -$6.70万 | 减仓 |
| VST | VISTRA CORP | $411.07万 | 0.06% | 25,914 | -494 | -1.9% | -$7.84万 | 减仓 |
| AYI | ACUITY INC | $417.53万 | 0.06% | 11,085 | -161 | -1.4% | -$6.06万 | 减仓 |
| C | CITIGROUP INC | $419.22万 | 0.06% | 29,953 | 522 | 1.8% | $7.31万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE | $420.03万 | 0.06% | 19,392 | 6,248 | 47.5% | $135.33万 | 加仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $422.96万 | 0.06% | 12,508 | -222 | -1.7% | -$7.51万 | 减仓 |
| IGSB | ISHARES TR ISHARES 1-5 Y INVE | $432.03万 | 0.06% | 82,433 | 13,864 | 20.2% | $72.66万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $432.38万 | 0.06% | 74,754 | 56,611 | 312.0% | $327.44万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $434.70万 | 0.06% | 59,216 | -2,890 | -4.7% | -$21.22万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $446.13万 | 0.06% | 61,825 | -8,117 | -11.6% | -$58.57万 | 减仓 |
| NOW | SERVICENOW INC | $450.40万 | 0.06% | 45,367 | -5,632 | -11.0% | -$55.91万 | 减仓 |
| MMM | 3M CO | $450.53万 | 0.06% | 27,826 | -1,680 | -5.7% | -$27.20万 | 减仓 |
| TRGP | TARGA RESOURCES CORP | $456.03万 | 0.06% | 17,007 | 480 | 2.9% | $12.87万 | 加仓 |
| ECL | ECOLAB INC | $456.84万 | 0.06% | 16,397 | -4,219 | -20.5% | -$117.55万 | 减仓 |
| DIS | THE WALT DISNEY CO. | $456.88万 | 0.06% | 47,468 | -588 | -1.2% | -$5.66万 | 减仓 |
| DNOW | DNOW INC | $461.18万 | 0.06% | 355,577 | -37,879 | -9.6% | -$49.13万 | 减仓 |
| CI | CIGNA GROUP | $467.66万 | 0.06% | 16,964 | -133 | -0.8% | -$3.67万 | 减仓 |
| APP | APPLOVIN CO-CL A | $474.42万 | 0.07% | 9,208 | 62 | 0.7% | $3.19万 | 加仓 |
| VRSN | VERISIGN INC | $480.18万 | 0.07% | 19,088 | -3,550 | -15.7% | -$89.30万 | 减仓 |
| NTAP | NETAPP INC | $485.65万 | 0.07% | 31,381 | -2,829 | -8.3% | -$43.78万 | 减仓 |
| CTAS | CINTAS CORP | $486.87万 | 0.07% | 28,626 | -2,816 | -9.0% | -$47.89万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC. | $493.21万 | 0.07% | 5,876 | -13,845 | -70.2% | -$1,162.09万 | 减仓 |
| DE | DEERE & CO | $497.31万 | 0.07% | 7,840 | -665 | -7.8% | -$42.18万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $498.32万 | 0.07% | 22,528 | -730 | -3.1% | -$16.15万 | 减仓 |
| TRV | THE TRAVELERS COMPANIES INC | $498.65万 | 0.07% | 15,105 | 190 | 1.3% | $6.27万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL | $500.76万 | 0.07% | 51,914 | 3,712 | 7.7% | $35.81万 | 加仓 |
| T | AT&T INC | $501.10万 | 0.07% | 242,075 | -6,449 | -2.6% | -$13.35万 | 减仓 |
| FAST | FASTENAL CO | $503.30万 | 0.07% | 104,788 | 8,360 | 8.7% | $40.15万 | 加仓 |
| MDY | STATE STREET SPDR S(AND)P | $511.47万 | 0.07% | 7,272 | -381 | -5.0% | -$26.80万 | 减仓 |
| INGR | INGREDION INC | $513.95万 | 0.07% | 54,266 | 330 | 0.6% | $3.13万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $516.67万 | 0.07% | 12,992 | -315 | -2.4% | -$12.53万 | 减仓 |
| GM | GENERAL MOTORS | $522.13万 | 0.07% | 67,739 | 17,742 | 35.5% | $136.76万 | 加仓 |
| DHR | DANAHER CORP | $527.71万 | 0.07% | 27,704 | -839 | -2.9% | -$15.98万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $528.25万 | 0.07% | 12,720 | -1,312 | -9.4% | -$54.49万 | 减仓 |
| GE | GE AEROSPACE | $545.20万 | 0.08% | 14,588 | -996 | -6.4% | -$37.22万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORPORATION | $556.31万 | 0.08% | 55,037 | 74 | 0.1% | $7,480 | 加仓 |
| FTNT | FORTINET INC | $559.04万 | 0.08% | 36,391 | 608 | 1.7% | $9.34万 | 加仓 |
| MP | MP MATERIALS CORP | $560.37万 | 0.08% | 100,049 | 99,819 | 43,399.6% | $559.09万 | 加仓 |
| FDX | FEDEX CORP | $564.60万 | 0.08% | 18,031 | 129 | 0.7% | $4.04万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL | $583.05万 | 0.08% | 114,324 | 12,616 | 12.4% | $64.34万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $584.50万 | 0.08% | 63,347 | 4,325 | 7.3% | $39.91万 | 加仓 |
| MTG | MGIC INVESTMENT CORP | $600.41万 | 0.08% | 212,913 | -1,945 | -0.9% | -$5.48万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $602.77万 | 0.08% | 33,319 | -1,597 | -4.6% | -$28.89万 | 减仓 |
| CDNS | CADENCE DESIGN SYS INC | $611.55万 | 0.08% | 16,294 | -6,972 | -30.0% | -$261.67万 | 减仓 |
| EQT | EQT CORPORATION | $617.19万 | 0.09% | 116,078 | -62,561 | -35.0% | -$332.64万 | 减仓 |
| VXUS | VANGUARD TOTAL INTL STOCK IDX | $641.35万 | 0.09% | 75,021 | -794 | -1.0% | -$6.79万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $650.24万 | 0.09% | 7,578 | 1,081 | 16.6% | $92.76万 | 加仓 |
| CW | CURTISS-WRIGHT CORP | $664.48万 | 0.09% | 8,769 | 509 | 6.2% | $38.57万 | 加仓 |
| NEM | NEWMONT CORP USD 1.6 | $668.63万 | 0.09% | 71,588 | 1,100 | 1.6% | $10.27万 | 加仓 |
| HIG | The Hartford Insurance Group | $677.10万 | 0.09% | 51,094 | 194 | 0.4% | $2.57万 | 加仓 |
| TGT | TARGET CORP | $677.23万 | 0.09% | 51,851 | 9,315 | 21.9% | $121.66万 | 加仓 |
| NI | NISOURCE INC | $677.66万 | 0.09% | 142,516 | -238 | -0.2% | -$1.13万 | 减仓 |
| BRX | BRIXMOR PROPERTY GROUP INC | $678.02万 | 0.09% | 215,041 | 80,618 | 60.0% | $254.19万 | 加仓 |
| VTR | VENTAS INC REIT | $685.93万 | 0.09% | 77,244 | 30,238 | 64.3% | $268.51万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC WI | $686.35万 | 0.09% | 19,606 | -515 | -2.6% | -$18.03万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $691.54万 | 0.10% | 34,470 | -10 | -0.0% | -$2,006 | 减仓 |
| CTVA | CORTEVA INC | $702.93万 | 0.10% | 83,000 | -16,760 | -16.8% | -$141.94万 | 减仓 |
| CRM | SALESFORCE INC | $725.26万 | 0.10% | 46,295 | -1,227 | -2.6% | -$19.22万 | 减仓 |
| BNY | BK OF NEW YORK MELLON CORP | $725.36万 | 0.10% | 50,160 | -1,989 | -3.8% | -$28.76万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $727.77万 | 0.10% | 18,666 | 7,944 | 74.1% | $309.73万 | 加仓 |
| EEM | iShares MSCI Emerging Markets | $738.77万 | 0.10% | 107,991 | -3,801 | -3.4% | -$26.00万 | 减仓 |
| JBHT | HUNT (JB) TRANSPRT SVCS INC | $739.09万 | 0.10% | 25,536 | 7,522 | 41.8% | $217.71万 | 加仓 |
| SPGI | S&P GLOBAL INC | $740.44万 | 0.10% | 18,181 | 107 | 0.6% | $4.36万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVESTORS | $748.95万 | 0.10% | 157,078 | 908 | 0.6% | $4.33万 | 加仓 |
| XLK | State Street Technology Select | $766.82万 | 0.11% | 40,249 | -4,733 | -10.5% | -$90.17万 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $780.90万 | 0.11% | 72,352 | -6,500 | -8.2% | -$70.15万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 | $784.70万 | 0.11% | 43,936 | 2,899 | 7.1% | $51.78万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $796.58万 | 0.11% | 50,965 | -2,900 | -5.4% | -$45.33万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $799.35万 | 0.11% | 68,514 | 2,079 | 3.1% | $24.26万 | 加仓 |
| QCOM | QUALCOMM INC | $814.55万 | 0.11% | 44,080 | -13,405 | -23.3% | -$247.71万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $822.11万 | 0.11% | 89,672 | 831 | 0.9% | $7.62万 | 加仓 |
| SYK | STRYKER CORP | $822.58万 | 0.11% | 26,127 | 788 | 3.1% | $24.81万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $823.58万 | 0.11% | 16,427 | -804 | -4.7% | -$40.31万 | 减仓 |
| NFLX | NETFLIX INC | $826.53万 | 0.11% | 115,761 | 3,353 | 3.0% | $23.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $828.07万 | 0.11% | 24,481 | -619 | -2.5% | -$20.94万 | 减仓 |
| VONV | VANGUARD RUSSELL 100 VALUE ETF | $844.80万 | 0.12% | 79,466 | 7,857 | 11.0% | $83.53万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $865.59万 | 0.12% | 98,620 | -4,401 | -4.3% | -$38.63万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $879.60万 | 0.12% | 32,716 | 10,788 | 49.2% | $290.05万 | 加仓 |
| URI | UNITED RENTALS INC | $884.33万 | 0.12% | 7,806 | -1,614 | -17.1% | -$182.85万 | 减仓 |
| GLW | CORNING INC | $905.09万 | 0.12% | 35,434 | -53 | -0.1% | -$1.35万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $906.13万 | 0.12% | 30,907 | 27,353 | 769.6% | $801.94万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $909.30万 | 0.13% | 214,761 | -8,972 | -4.0% | -$37.99万 | 减仓 |
| OGS | ONE GAS INC | $909.79万 | 0.13% | 118,047 | 7,141 | 6.4% | $55.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $909.85万 | 0.13% | 100,270 | -36,330 | -26.6% | -$329.66万 | 减仓 |
| LBRT | LIBERTY OILFIELD SERVICES INC | $949.09万 | 0.13% | 362,386 | 78,558 | 27.7% | $205.74万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 | $974.10万 | 0.13% | 71,269 | -1,622 | -2.2% | -$22.17万 | 减仓 |
| WELL | WELLTOWER INC REIT | $979.53万 | 0.14% | 43,157 | 4,287 | 11.0% | $97.30万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $980.32万 | 0.14% | 27,674 | -28,625 | -50.8% | -$1,014.01万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $991.10万 | 0.14% | 102,779 | 11,287 | 12.3% | $108.84万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $1,003.96万 | 0.14% | 33,682 | 2,667 | 8.6% | $79.50万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | $1,006.04万 | 0.14% | 47,283 | 2,075 | 4.6% | $44.15万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,006.69万 | 0.14% | 19,760 | -2,218 | -10.1% | -$113.00万 | 减仓 |
| EVR | EVERCORE INC - CL A | $1,037.19万 | 0.14% | 30,377 | -438 | -1.4% | -$14.96万 | 减仓 |
| CMS | CMS ENERGY CORP | $1,080.75万 | 0.15% | 141,275 | -3,312 | -2.3% | -$25.34万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,083.61万 | 0.15% | 32,364 | 5,076 | 18.6% | $169.95万 | 加仓 |
| USB | US BANCORP | $1,101.13万 | 0.15% | 182,307 | 2,943 | 1.6% | $17.78万 | 加仓 |
| HAL | HALLIBURTON CO | $1,106.78万 | 0.15% | 326,004 | 40,354 | 14.1% | $137.00万 | 加仓 |
| BLK | Blackrock Inc | $1,110.02万 | 0.15% | 11,544 | -28 | -0.2% | -$2.69万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,114.22万 | 0.15% | 46,618 | 35,416 | 316.2% | $846.48万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $1,136.04万 | 0.16% | 103,814 | 2,415 | 2.4% | $26.43万 | 加仓 |