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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $5,689.58万 | 0.78% | 502,347 | -1,139 | -0.2% | -$12.90万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5,927.62万 | 0.82% | 1,869,323 | 58,656 | 3.2% | $186.00万 | 加仓 |
| LLY | ELI LILLY & CO | $6,127.53万 | 0.84% | 51,087 | -456 | -0.9% | -$54.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,300.29万 | 1.01% | 223,025 | -1,082 | -0.5% | -$35.42万 | 减仓 |
| VUG | VANGUARD GROWTH FD ETF | $7,356.32万 | 1.01% | 853,996 | 6,304 | 0.7% | $54.30万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $7,896.41万 | 1.09% | 760,147 | -158,955 | -17.3% | -$1,651.22万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP 600 | $7,972.49万 | 1.10% | 537,556 | -1,448 | -0.3% | -$21.48万 | 减仓 |
| AVGO | BROADCOM INC | $8,340.68万 | 1.15% | 220,799 | -6,345 | -2.8% | -$239.68万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $8,484.83万 | 1.17% | 1,190,853 | 62,580 | 5.5% | $445.88万 | 加仓 |
| GOOG | ALPHABET INC CL C | $8,585.32万 | 1.18% | 242,983 | -11,841 | -4.6% | -$418.38万 | 减仓 |
| AAON | AAON INC | $8,646.75万 | 1.19% | 681,598 | -80 | -0.0% | -$1.01万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $8,712.00万 | 1.20% | 243,781 | 340 | 0.1% | $12.15万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $9,826.93万 | 1.35% | 131,220 | 1,101 | 0.8% | $82.45万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF | $9,829.58万 | 1.36% | 131,628 | -275 | -0.2% | -$20.54万 | 减仓 |
| AMZN | AMAZON.COM INC | $1.02亿 | 1.40% | 427,560 | 2,924 | 0.7% | $69.69万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 ETF | $1.02亿 | 1.41% | 138,510 | 4,712 | 3.5% | $346.99万 | 加仓 |
| IJH | ISHARES CORE S&P MIDCAP ETF | $1.30亿 | 1.79% | 1,687,739 | 5,101 | 0.3% | $39.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.35亿 | 1.85% | 360,589 | 9,831 | 2.8% | $366.72万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS | $1.43亿 | 1.97% | 1,484,682 | -42,474 | -2.8% | -$409.83万 | 减仓 |
| NVDA | NVIDIA CORP | $1.80亿 | 2.49% | 901,636 | -17,108 | -1.9% | -$342.31万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $2.04亿 | 2.81% | 3,409,622 | 24,077 | 0.7% | $143.72万 | 加仓 |
| AAPL | APPLE INC COM | $2.25亿 | 3.11% | 778,964 | 5,715 | 0.7% | $165.37万 | 加仓 |
| — | EXXON MOBIL CORP | $2.49亿 | 3.43% | 1,820,510 | -799 | -0.0% | -$10.92万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $4.29亿 | 5.92% | 625,006 | 16,553 | 2.7% | $1,136.88万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $5.25亿 | 7.23% | 1,281,418 | -5,600 | -0.4% | -$229.32万 | 减仓 |