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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES S&P MIDCAP 400 GROWTH | $4,855.58万 | 0.74% | 482,566 | 6,813 | 1.4% | $68.55万 | 加仓 |
| SPMD | State Street SPDR Portfolio | $4,888.01万 | 0.75% | 825,398 | 271,498 | 49.0% | $1,607.81万 | 加仓 |
| CVX | CHEVRON CORP | $5,003.36万 | 0.77% | 241,825 | 36,536 | 17.8% | $755.93万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5,555.13万 | 0.85% | 1,810,667 | 54,554 | 3.1% | $167.37万 | 加仓 |
| AAON | AAON INC | $5,640.89万 | 0.86% | 681,678 | -80 | -0.0% | -$6,620 | 减仓 |
| AGG | ISHARES CORE TOTAL US BOND | $5,649.38万 | 0.86% | 569,092 | 36,313 | 6.8% | $360.48万 | 加仓 |
| VUG | VANGUARD GROWTH FD ETF | $6,171.06万 | 0.94% | 141,282 | 1,080 | 0.8% | $47.17万 | 加仓 |
| WMT | WALMART INC | $6,257.32万 | 0.96% | 503,486 | -28,626 | -5.4% | -$355.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $6,592.34万 | 1.01% | 224,107 | -14,541 | -6.1% | -$427.74万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP 600 | $6,700.36万 | 1.02% | 539,004 | 4,326 | 0.8% | $53.78万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $7,000.39万 | 1.07% | 243,441 | -10,199 | -4.0% | -$293.28万 | 减仓 |
| AVGO | BROADCOM INC | $7,030.33万 | 1.08% | 227,144 | -27,139 | -10.7% | -$839.98万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $7,229.97万 | 1.11% | 1,128,273 | 44,543 | 4.1% | $285.43万 | 加仓 |
| GOOG | ALPHABET INC CL C | $7,309.88万 | 1.12% | 254,824 | -14,628 | -5.4% | -$419.62万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 ETF | $7,722.55万 | 1.18% | 133,798 | 4,293 | 3.3% | $247.78万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $8,499.50万 | 1.30% | 130,119 | -32 | -0.0% | -$2.09万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF | $8,578.18万 | 1.31% | 131,903 | -520 | -0.4% | -$33.82万 | 减仓 |
| AMZN | AMAZON.COM INC | $8,843.89万 | 1.35% | 424,636 | -8,272 | -1.9% | -$172.28万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $8,927.24万 | 1.37% | 919,102 | -6,451 | -0.7% | -$62.66万 | 减仓 |
| IJH | ISHARES CORE S&P MIDCAP ETF | $1.14亿 | 1.74% | 1,682,638 | 5,948 | 0.4% | $40.17万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS | $1.23亿 | 1.88% | 1,527,156 | 81,005 | 5.6% | $652.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 1.99% | 350,758 | -6,302 | -1.8% | -$233.28万 | 减仓 |
| NVDA | NVIDIA CORP | $1.60亿 | 2.45% | 918,744 | -6,613 | -0.7% | -$115.33万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $1.83亿 | 2.80% | 3,385,545 | 104,695 | 3.2% | $565.88万 | 加仓 |
| AAPL | APPLE INC COM | $1.96亿 | 3.00% | 773,249 | -15,816 | -2.0% | -$401.39万 | 减仓 |
| — | EXXON MOBIL CORP | $3.09亿 | 4.73% | 1,821,309 | 222 | 0.0% | $3.77万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $3.64亿 | 5.56% | 608,453 | 15,742 | 2.7% | $940.66万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $4.59亿 | 7.02% | 1,287,018 | -10,131 | -0.8% | -$361.23万 | 减仓 |