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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | Coreweave Inc | $4.92万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| — | COINSHARES BITCOIN MINING ETF | $4.98万 | 0.00% | 1,430 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $5.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK INDUSTRIAL INNOVATION ETF | $5.06万 | 0.00% | 450 | 450 | — | $5.06万 | 新建仓 |
| ABNB | AIRBNB INC | $5.08万 | 0.00% | 402 | -385 | -48.9% | -$4.86万 | 减仓 |
| MTDR | MATADOR RESOURCES CO | $5.20万 | 0.00% | 823 | -79,177 | -99.0% | -$500.24万 | 重新持有 |
| MMIT | NYLI MACKAY MUNICIPAL INSURED | $5.23万 | 0.00% | 2,170 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $5.36万 | 0.00% | 28 | 28 | — | $5.36万 | 新建仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH | $5.37万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY | $5.39万 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $5.40万 | 0.00% | 3,453 | -183 | -5.0% | -$2,864 | 减仓 |
| GSLC | GOLDMAN AB ETF ETF | $5.44万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $5.46万 | 0.00% | 767 | -97 | -11.2% | -$6,904 | 减仓 |
| FVD | FIRST TRUST VALUE LINE | $5.47万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECH | $5.58万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $5.68万 | 0.00% | 336 | 11 | 3.4% | $1,860 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC | $5.77万 | 0.00% | 2,190 | 1,315 | 150.3% | $3.47万 | 重新持有 |
| VCSH | VANGUARD S/T CORP BOND FUND | $5.83万 | 0.00% | 735 | -2 | -0.3% | -$159 | 减仓 |
| IXC | ISHARES-GLB ENRG | $5.84万 | 0.00% | 1,014 | 1,014 | — | $5.84万 | 新建仓 |
| XBI | State Street SPDR S&P Biotech | $5.93万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP | $6.15万 | 0.00% | 683 | -122 | -15.2% | -$1.10万 | 减仓 |
| Z | ZILLOW GROUP INC | $6.17万 | 0.00% | 1,490 | -363 | -19.6% | -$1.50万 | 减仓 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $6.30万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VSNT | Versant Media Group Inc | $6.43万 | 0.00% | 1,738 | 1,738 | — | $6.43万 | 新建仓 |
| DG | DOLLAR GENERAL CORP | $6.44万 | 0.00% | 542 | -12 | -2.2% | -$1,425 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $6.45万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS | $6.46万 | 0.00% | 1,854 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $6.46万 | 0.00% | 780 | 10 | 1.3% | $829 | 加仓 |
| VPU | VANGUARD UTILITIES FD ETF | $6.48万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| MYI | BlackRock MuniYield Quality Fu | $6.52万 | 0.00% | 6,204 | 6,204 | — | $6.52万 | 新建仓 |
| OXY | OCCIDENTAL PETROLEUM CORP | $6.55万 | 0.00% | 1,007 | -346 | -25.6% | -$2.25万 | 减仓 |
| VCIT | VANGUARD INTERM TERM CORP ETF | $6.60万 | 0.00% | 798 | -329 | -29.2% | -$2.72万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $6.68万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EMXC | iShares MSCI Emerging Markets | $6.69万 | 0.00% | 851 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $7.00万 | 0.00% | 929 | 399 | 75.3% | $3.00万 | 重新持有 |
| MQY | BLACKROCK MUNIYIELD QUALITY | $7.17万 | 0.00% | 6,534 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FUND IN | $7.30万 | 0.00% | 6,471 | 6,471 | — | $7.30万 | 新建仓 |
| IGPT | INVESCO AI AND NEXT GEN | $7.32万 | 0.00% | 1,260 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S COMPANY | $7.37万 | 0.00% | 3,310 | 2,751 | 492.1% | $6.13万 | 重新持有 |
| DFIV | DIMENSIONAL INTERNATIONAL | $7.42万 | 0.00% | 1,406 | -1,406 | -50.0% | -$7.42万 | 减仓 |
| F | FORD MOTOR CO | $7.43万 | 0.00% | 6,441 | -2,324 | -26.5% | -$2.68万 | 减仓 |
| — | MFS High Income Municipal Trus | $7.47万 | 0.00% | 20,143 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES | $7.50万 | 0.00% | 162 | -653 | -80.1% | -$30.25万 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $7.54万 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC. | $7.57万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| DSM | BNY Mellon Strategic Municipal | $7.71万 | 0.00% | 12,831 | 0 | 0.0% | — | 不变 |
| LEO | BNY Mellon Strategic Municipal | $7.73万 | 0.00% | 12,295 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE US M/C DIV ETF | $7.84万 | 0.00% | 1,492 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $7.87万 | 0.00% | 508 | 508 | — | $7.87万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $7.90万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH | $7.96万 | 0.00% | 1,134 | -915 | -44.7% | -$6.42万 | 减仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DE | $7.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $8.02万 | 0.00% | 1,450 | -314 | -17.8% | -$1.74万 | 减仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES | $8.03万 | 0.00% | 1,535 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP | $8.23万 | 0.00% | 2,000 | 2,000 | — | $8.23万 | 新建仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ET | $8.24万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS | $8.32万 | 0.00% | 3,000 | 3,000 | — | $8.32万 | 新建仓 |
| KR | KROGER CO | $8.41万 | 0.00% | 1,162 | -184 | -13.7% | -$1.33万 | 减仓 |
| SOLV | SOLVENTUM CORP | $8.46万 | 0.00% | 1,295 | -1,813 | -58.3% | -$11.84万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $8.48万 | 0.00% | 1,998 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT-FREE MUNI CREDIT | $8.52万 | 0.00% | 6,912 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $8.72万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC. | $8.76万 | 0.00% | 1,455 | -93 | -6.0% | -$5,597 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $8.76万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND AC | $8.84万 | 0.00% | 1,294 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC | $8.85万 | 0.00% | 32,298 | 8,275 | 34.4% | $2.27万 | 加仓 |
| PPL | PPL CORPORATION | $8.89万 | 0.00% | 2,327 | -181 | -7.2% | -$6,914 | 减仓 |
| H | HYATT HOTELS CORP - CL A | $8.91万 | 0.00% | 620 | 620 | — | $8.91万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $9.08万 | 0.00% | 3,306 | 1,307 | 65.4% | $3.59万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $9.43万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $9.66万 | 0.00% | 1,172 | 132 | 12.7% | $1.09万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $9.88万 | 0.00% | 5,948 | -35,819 | -85.8% | -$59.50万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $9.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FOCT | FT Vest U.S. Equity Buffer ETF | $10.06万 | 0.00% | 2,110 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $10.14万 | 0.00% | 1,349 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $10.16万 | 0.00% | 679 | -215 | -24.0% | -$3.22万 | 减仓 |
| BMNR | BitMine Immersion Technologies | $10.27万 | 0.00% | 5,190 | 120 | 2.4% | $2,374 | 加仓 |
| FAPR | FT Vest U.S. Equity Buffer ETF | $10.52万 | 0.00% | 2,342 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP ETF | $10.55万 | 0.00% | 1,483 | -1,189 | -44.5% | -$8.46万 | 减仓 |
| ACWI | ISHARES MSCI ACWI INDEX FUND | $10.61万 | 0.00% | 767 | 147 | 23.7% | $2.03万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY | $10.84万 | 0.00% | 565 | -211 | -27.2% | -$4.05万 | 减仓 |
| DNP | DNP Select Income Fund Inc | $10.94万 | 0.00% | 10,619 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES DJ US TECHNOLOGY ETF | $11.07万 | 0.00% | 610 | -18 | -2.9% | -$3,266 | 减仓 |
| PFXF | VANECK VECTORS PREFERRED | $11.07万 | 0.00% | 6,313 | 0 | 0.0% | — | 不变 |
| DXPE | DXP ENTERPRISES INC | $11.18万 | 0.00% | 800 | -800 | -50.0% | -$11.18万 | 减仓 |
| XXI | Twenty One Capital Inc | $11.25万 | 0.00% | 17,580 | 6,390 | 57.1% | $4.09万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $11.32万 | 0.00% | 342 | 342 | — | $11.32万 | 新建仓 |
| — | Ishares Ethereum Trust ETF | $11.38万 | 0.00% | 7,190 | 920 | 14.7% | $1.46万 | 加仓 |
| EVRG | EVERGY INC | $11.45万 | 0.00% | 1,398 | -415 | -22.9% | -$3.40万 | 减仓 |
| PAG | PENSKE AUTO GROUP INC | $11.51万 | 0.00% | 770 | -1 | -0.1% | -$150 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS LP | $11.58万 | 0.00% | 5,883 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $11.67万 | 0.00% | 1,282 | -190 | -12.9% | -$1.73万 | 减仓 |
| KAI | KADANT INC | $11.69万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC REIT | $11.83万 | 0.00% | 12,639 | 143 | 1.1% | $1,338 | 加仓 |
| PLD | PROLOGIS INC REIT | $12.00万 | 0.00% | 908 | -305 | -25.1% | -$4.03万 | 减仓 |
| SPEM | State Street SPDR Portfolio | $12.01万 | 0.00% | 2,560 | 418 | 19.5% | $1.96万 | 加仓 |
| KHC | KRAFT HEINZ CO | $12.09万 | 0.00% | 5,374 | -91 | -1.7% | -$2,047 | 减仓 |
| BCSF | BAIN CAPITAL SPECIALTY FINANCE | $12.09万 | 0.00% | 9,750 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INC. | $12.21万 | 0.00% | 7,268 | 282 | 4.0% | $4,738 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $12.85万 | 0.00% | 4,149 | 0 | 0.0% | — | 不变 |