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 |
|---|---|---|---|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | $5.56万 | 0.00% | 441 | -11,103 | -96.2% | -$139.90万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE | $5.60万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM CORP | $5.71万 | 0.00% | 1,176 | 169 | 16.8% | $8,208 | 加仓 |
| ENS | ENERSYS | $5.73万 | 0.00% | 245 | 245 | — | $5.73万 | 新建仓 |
| VCSH | VANGUARD S/T CORP BOND FUND | $5.81万 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS LP | $5.83万 | 0.00% | 1,333 | -667 | -33.4% | -$2.92万 | 减仓 |
| ARKQ | ARK INDUSTRIAL INNOVATION ETF | $5.95万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $5.99万 | 0.00% | 3,379 | -74 | -2.1% | -$1,312 | 减仓 |
| VSNT | Versant Media Group Inc | $6.17万 | 0.00% | 1,713 | -25 | -1.4% | -$900 | 减仓 |
| GSLC | GOLDMAN AB ETF ETF | $6.17万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH | $6.28万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN | $6.28万 | 0.00% | 834 | -385 | -31.6% | -$2.90万 | 重新持有 |
| XLG | INVESCO S&P 500 | $6.29万 | 0.00% | 1,028 | 874 | 567.5% | $5.35万 | 加仓 |
| KR | KROGER CO | $6.30万 | 0.00% | 1,135 | -27 | -2.3% | -$1,499 | 减仓 |
| VPU | VANGUARD UTILITIES FD ETF | $6.40万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERM TERM CORP ETF | $6.60万 | 0.00% | 798 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6.63万 | 0.00% | 539 | -140 | -20.6% | -$1.72万 | 减仓 |
| ABNB | AIRBNB INC | $6.70万 | 0.00% | 468 | 66 | 16.4% | $9,445 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES | $6.79万 | 0.00% | 130 | -32 | -19.8% | -$1.67万 | 减仓 |
| MKL | MARKEL GROUP INC | $6.84万 | 0.00% | 35 | 7 | 25.0% | $1.37万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $6.84万 | 0.00% | 770 | -10 | -1.3% | -$889 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $6.84万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| — | Cibus Inc | $6.85万 | 0.00% | 50,000 | 50,000 | — | $6.85万 | 新建仓 |
| CRWV | Coreweave Inc | $6.89万 | 0.00% | 692 | 57 | 9.0% | $5,674 | 加仓 |
| MYI | BlackRock MuniYield Quality Fu | $6.89万 | 0.00% | 6,204 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS | $7.23万 | 0.00% | 1,854 | 0 | 0.0% | — | 不变 |
| VNOM | Viper Energy Inc | $7.24万 | 0.00% | 1,707 | -1,872 | -52.3% | -$7.94万 | 减仓 |
| XBI | State Street SPDR S&P Biotech | $7.34万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORPORATION | $7.43万 | 0.00% | 786 | 496 | 171.0% | $4.69万 | 加仓 |
| INCY | INCYTE CORP | $7.44万 | 0.00% | 656 | 526 | 404.6% | $5.96万 | 重新持有 |
| PAYC | PAYCOM SOFTWARE INC | $7.44万 | 0.00% | 592 | -771 | -56.6% | -$9.69万 | 减仓 |
| SCHX | SCHWAB US LARGE CAP ETF | $7.49万 | 0.00% | 2,544 | 780 | 44.2% | $2.30万 | 加仓 |
| USD | PROSHARES ULTRA SEMICONDUCTORS | $7.51万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $7.54万 | 0.00% | 2,064 | -126 | -5.8% | -$4,603 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.57万 | 0.00% | 2,275 | -4,000 | -63.7% | -$13.32万 | 减仓 |
| — | IONEER LTD ADR | $7.58万 | 0.00% | 17,500 | 17,500 | — | $7.58万 | 新建仓 |
| MQY | BLACKROCK MUNIYIELD QUALITY | $7.58万 | 0.00% | 6,534 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL | $7.60万 | 0.00% | 1,406 | 0 | 0.0% | — | 不变 |
| EE | EXCELERATE ENERGY INC | $7.60万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S COMPANY | $7.64万 | 0.00% | 3,430 | 120 | 3.6% | $2,672 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECH | $7.65万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FUND IN | $7.70万 | 0.00% | 6,471 | 0 | 0.0% | — | 不变 |
| MFM | Aberdeen Municipal Income Fund | $7.73万 | 0.00% | 13,751 | 13,751 | — | $7.73万 | 新建仓 |
| DSM | BNY Mellon Strategic Municipal | $7.89万 | 0.00% | 12,831 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $7.91万 | 0.00% | 1,885 | -242,244 | -99.2% | -$1,015.97万 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $7.91万 | 0.00% | 289 | -30 | -9.4% | -$8,209 | 减仓 |
| LEO | BNY Mellon Strategic Municipal | $7.94万 | 0.00% | 12,295 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAPITAL ALLOCATION | $7.96万 | 0.00% | 5,000 | 5,000 | — | $7.96万 | 新建仓 |
| UDR | UDR INC REIT | $7.98万 | 0.00% | 1,998 | 1,998 | — | $7.98万 | 新建仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DE | $7.98万 | 0.00% | 917 | -83 | -8.3% | -$7,223 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP | $8.00万 | 0.00% | 742 | 59 | 8.6% | $6,359 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES | $8.06万 | 0.00% | 1,535 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORP | $8.16万 | 0.00% | 709 | 167 | 30.8% | $1.92万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $8.30万 | 0.00% | 3,113 | -193 | -5.8% | -$5,145 | 减仓 |
| CFR | CULLEN/FROST BANKERS INC | $8.34万 | 0.00% | 540 | -1,201 | -69.0% | -$18.56万 | 减仓 |
| NNN | NNN REIT INC. | $8.38万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO LARGE CAP GROWTH ETF | $8.42万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE US M/C DIV ETF | $8.43万 | 0.00% | 1,492 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH | $8.59万 | 0.00% | 1,134 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $8.60万 | 0.00% | 1,407 | -43 | -3.0% | -$2,627 | 减仓 |
| WING | WINGSTOP INC | $8.67万 | 0.00% | 500 | -8 | -1.6% | -$1,387 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND AC | $8.78万 | 0.00% | 1,083 | -211 | -16.3% | -$1.71万 | 减仓 |
| NVG | NUVEEN AMT-FREE MUNI CREDIT | $8.85万 | 0.00% | 6,912 | 0 | 0.0% | — | 不变 |
| — | COINSHARES BITCOIN MINING ETF | $9.02万 | 0.00% | 1,430 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES DJ US TECHNOLOGY ETF | $9.18万 | 0.00% | 364 | -246 | -40.3% | -$6.20万 | 减仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $9.29万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP | $9.52万 | 0.00% | 369 | -372 | -50.2% | -$9.59万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ET | $9.66万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| BMNR | BitMine Immersion Technologies | $9.74万 | 0.00% | 7,318 | 2,128 | 41.0% | $2.83万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $9.74万 | 0.00% | 1,410 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC | $9.77万 | 0.00% | 3,868 | -3,047 | -44.1% | -$7.70万 | 减仓 |
| SOLV | SOLVENTUM CORP | $9.98万 | 0.00% | 1,294 | -1 | -0.1% | -$77 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS LP | $10.06万 | 0.00% | 5,883 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE US GROWTH ETF | $10.06万 | 0.00% | 535 | -400 | -42.8% | -$7.52万 | 减仓 |
| GNRC | GENERAC HOLDINGS INC | $10.80万 | 0.00% | 369 | -367 | -49.9% | -$10.75万 | 减仓 |
| H | HYATT HOTELS CORP - CL A | $10.84万 | 0.00% | 559 | -61 | -9.8% | -$1.18万 | 减仓 |
| FAPR | FT Vest U.S. Equity Buffer ETF | $10.95万 | 0.00% | 2,342 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST FUND OF BUFFER ETFS | $10.96万 | 0.00% | 3,000 | -2,000 | -40.0% | -$7.31万 | 减仓 |
| FOCT | FT Vest U.S. Equity Buffer ETF | $11.03万 | 0.00% | 2,110 | 0 | 0.0% | — | 不变 |
| FWD | AB Disruptors ETF | $11.11万 | 0.00% | 750 | 750 | — | $11.11万 | 新建仓 |
| GNL | GLOBAL NET LEASE INC REIT | $11.17万 | 0.00% | 12,496 | -143 | -1.1% | -$1,278 | 减仓 |
| PFXF | VANECK VECTORS PREFERRED | $11.26万 | 0.00% | 6,313 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $11.32万 | 0.00% | 374 | 47 | 14.4% | $1.42万 | 加仓 |
| XYZ | BLOCK INC. | $11.32万 | 0.00% | 1,490 | 35 | 2.4% | $2,660 | 加仓 |
| DNP | DNP Select Income Fund Inc | $11.46万 | 0.00% | 10,619 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $11.46万 | 0.00% | 3,154 | 827 | 35.5% | $3.01万 | 加仓 |
| INSP | INSPIRE MEDICAL SYSTEMS INC | $11.54万 | 0.00% | 2,586 | -82 | -3.1% | -$3,658 | 减仓 |
| PODD | INSULET CORP | $11.66万 | 0.00% | 766 | -26 | -3.3% | -$3,959 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $11.79万 | 0.00% | 1,061 | 61 | 6.1% | $6,780 | 加仓 |
| XXI | Twenty One Capital Inc | $11.88万 | 0.00% | 24,000 | 6,420 | 36.5% | $3.18万 | 加仓 |
| SPCX | SPACEX | $11.93万 | 0.00% | 698 | 698 | — | $11.93万 | 新建仓 |
| ACWI | ISHARES MSCI ACWI INDEX FUND | $12.04万 | 0.00% | 767 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $12.18万 | 0.00% | 5,875 | -191 | -3.1% | -$3,961 | 减仓 |
| BCSF | BAIN CAPITAL SPECIALTY FINANCE | $12.21万 | 0.00% | 9,750 | 0 | 0.0% | — | 不变 |
| EMXC | iShares MSCI Emerging Markets | $12.25万 | 0.00% | 1,197 | 346 | 40.7% | $3.54万 | 加仓 |
| AVAV | AEROVIROMENT INC | $12.38万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR CO | $12.38万 | 0.00% | 8,908 | 2,467 | 38.3% | $3.43万 | 加仓 |
| TDI | Touchstone Dynamic Internation | $12.39万 | 0.00% | 2,758 | 2,758 | — | $12.39万 | 新建仓 |
| NFRA | FlexShares STOXX Global Broad | $12.50万 | 0.00% | 1,950 | -3,274 | -62.7% | -$20.99万 | 减仓 |
| DAL | DELTA AIR LINES INC | $12.52万 | 0.00% | 1,337 | -57,082 | -97.7% | -$534.63万 | 减仓 |