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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $52.37万 | 0.01% | 2,538 | 32 | 1.3% | $6,603 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC. | $52.45万 | 0.01% | 24,521 | -9,993 | -29.0% | -$21.38万 | 减仓 |
| CBT | CABOT CORP | $52.89万 | 0.01% | 7,023 | 2,111 | 43.0% | $15.90万 | 加仓 |
| MAS | MASCO CORP | $53.17万 | 0.01% | 8,808 | -140 | -1.6% | -$8,452 | 减仓 |
| DOW | DOW INC | $53.28万 | 0.01% | 12,793 | -940 | -6.8% | -$3.92万 | 减仓 |
| PLAB | PHOTRONICS INC | $53.93万 | 0.01% | 13,346 | -17,932 | -57.3% | -$72.46万 | 减仓 |
| SLV | ISHARES SILVER TRUST ETF | $54.10万 | 0.01% | 7,939 | 1,682 | 26.9% | $11.46万 | 加仓 |
| TNC | TENNANT CO | $54.20万 | 0.01% | 8,163 | 1,943 | 31.2% | $12.90万 | 加仓 |
| OKLO | OKLO INC | $54.55万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $54.86万 | 0.01% | 9,699 | 9,699 | — | $54.86万 | 新建仓 |
| VIOO | VANGUARD S&P S/C 600 ETF | $54.96万 | 0.01% | 4,786 | -727 | -13.2% | -$8.35万 | 减仓 |
| DY | DYCOM INDUSTRIES INC | $55.33万 | 0.01% | 1,633 | -1,503 | -47.9% | -$50.92万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET | $55.35万 | 0.01% | 7,806 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTS ALL-WOLD EX-US | $55.42万 | 0.01% | 7,380 | -3,341 | -31.2% | -$25.09万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $55.51万 | 0.01% | 15,550 | 5,795 | 59.4% | $20.69万 | 加仓 |
| GNTX | GENTEX CORP | $56.49万 | 0.01% | 25,852 | 4,023 | 18.4% | $8.79万 | 加仓 |
| MPLX | MPLX LP | $56.58万 | 0.01% | 9,915 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $56.89万 | 0.01% | 12,470 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $56.93万 | 0.01% | 6,180 | -617 | -9.1% | -$5.68万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $57.91万 | 0.01% | 6,221 | 6,221 | — | $57.91万 | 新建仓 |
| PATH | UIPATH INC | $58.42万 | 0.01% | 52,627 | -5,009 | -8.7% | -$5.56万 | 减仓 |
| SRE | SEMPRA | $58.71万 | 0.01% | 6,042 | 1,526 | 33.8% | $14.83万 | 加仓 |
| PRIM | PRIMORIS SERVICES CORP | $58.96万 | 0.01% | 4,122 | -5,075 | -55.2% | -$72.59万 | 减仓 |
| CASY | CASEY'S GENERAL STORES INC | $60.56万 | 0.01% | 832 | -8,158 | -90.7% | -$593.79万 | 减仓 |
| FCN | FTI CONSULTING INC | $60.63万 | 0.01% | 3,430 | 1,204 | 54.1% | $21.28万 | 加仓 |
| THG | HANOVER INSURANCE GROUP INC/ | $60.88万 | 0.01% | 3,512 | -103 | -2.8% | -$1.79万 | 减仓 |
| RHP | RYMAN HOSPITALITY REIT | $61.13万 | 0.01% | 6,625 | 257 | 4.0% | $2.37万 | 加仓 |
| EIX | EDISON INTERNATIONAL | $61.16万 | 0.01% | 8,357 | 230 | 2.8% | $1.68万 | 加仓 |
| MAA | MID-AMERICA APARTMENT COMM | $61.51万 | 0.01% | 5,037 | 1,686 | 50.3% | $20.59万 | 加仓 |
| BCC | BOISE CASCADE CO | $61.82万 | 0.01% | 8,150 | 252 | 3.2% | $1.91万 | 加仓 |
| IQV | IQVIA HOLDINGS INC | $62.25万 | 0.01% | 3,650 | -120 | -3.2% | -$2.05万 | 减仓 |
| NTRA | NATERA INC | $62.70万 | 0.01% | 3,135 | -1 | -0.0% | -$200 | 减仓 |
| TLN | TALEN ENERGY CORP | $63.72万 | 0.01% | 1,996 | 1,996 | — | $63.72万 | 新建仓 |
| ARCB | ARCBEST CORP | $63.89万 | 0.01% | 6,496 | -1,968 | -23.3% | -$19.36万 | 减仓 |
| BLBD | Blue Bird Corp | $64.07万 | 0.01% | 11,282 | 11,282 | — | $64.07万 | 新建仓 |
| CWI | STATE STREET SPDR MSCI ACWI | $64.23万 | 0.01% | 17,553 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES INC | $64.95万 | 0.01% | 1,183 | 144 | 13.9% | $7.91万 | 加仓 |
| XYL | XYLEM INC | $64.98万 | 0.01% | 5,438 | 994 | 22.4% | $11.88万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $65.77万 | 0.01% | 12,495 | 0 | 0.0% | — | 不变 |
| LQDT | LIQUIDITY SERVICES INC | $66.17万 | 0.01% | 21,647 | 21,647 | — | $66.17万 | 新建仓 |
| VVX | V2X INC. | $66.46万 | 0.01% | 9,702 | 9,702 | — | $66.46万 | 新建仓 |
| ALAB | Astera Labs Inc | $66.72万 | 0.01% | 6,088 | -3,585 | -37.1% | -$39.29万 | 减仓 |
| MSM | MSC INDUSTRIAL DIRECT CO-A | $66.94万 | 0.01% | 7,255 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $67.35万 | 0.01% | 2,989 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES MORNINGSTAR US MARK | $67.63万 | 0.01% | 2,802 | 0 | 0.0% | — | 不变 |
| BTC | Grayscale Bitcoin Mini Trust | $67.88万 | 0.01% | 22,635 | 1,875 | 9.0% | $5.62万 | 加仓 |
| MATX | MATSON INC | $67.97万 | 0.01% | 4,146 | -2,620 | -38.7% | -$42.95万 | 减仓 |
| SJM | JM SMUCKER CO/THE-NEW COMMON | $68.55万 | 0.01% | 7,108 | 1,261 | 21.6% | $12.16万 | 加仓 |
| HUBS | HUBSPOT INC | $69.08万 | 0.01% | 2,830 | 454 | 19.1% | $11.08万 | 加仓 |
| VTIP | VANGUARD S/T INFLATION | $69.93万 | 0.01% | 14,000 | 5,000 | 55.6% | $24.98万 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF ETF | $70.78万 | 0.01% | 15,707 | 22 | 0.1% | $991 | 加仓 |
| RKLB | Rocket Lab Corp | $71.75万 | 0.01% | 11,173 | 10,963 | 5,220.5% | $70.40万 | 加仓 |
| KD | KYNDRYL HOLDINGS INC | $71.93万 | 0.01% | 54,822 | 54,083 | 7,318.4% | $70.96万 | 重新持有 |
| SHW | SHERWIN-WILLIAMS CO | $71.93万 | 0.01% | 2,244 | -320 | -12.5% | -$10.26万 | 减仓 |
| WSO | WATSCO INC | $71.96万 | 0.01% | 1,978 | -2,003 | -50.3% | -$72.87万 | 减仓 |
| TW | TRADEWEB MARKETS INC | $73.29万 | 0.01% | 6,229 | 746 | 13.6% | $8.78万 | 加仓 |
| TDC | TERADATA CORP | $73.50万 | 0.01% | 28,678 | 1,755 | 6.5% | $4.50万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $74.09万 | 0.01% | 2,164 | 8 | 0.4% | $2,739 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $74.14万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $75.49万 | 0.01% | 6,623 | 200 | 3.1% | $2.28万 | 加仓 |
| GEN | GEN DIGITAL INC. | $76.20万 | 0.01% | 40,470 | -103,591 | -71.9% | -$195.06万 | 减仓 |
| YELP | YELP INC | $76.89万 | 0.01% | 31,081 | 21,048 | 209.8% | $52.07万 | 加仓 |
| MCK | MCKESSON CORP | $77.45万 | 0.01% | 895 | -9 | -1.0% | -$7,788 | 减仓 |
| ACM | AECOM | $77.47万 | 0.01% | 9,133 | 1,988 | 27.8% | $16.86万 | 加仓 |
| NOG | NORTHERN OIL AND GAS INC | $78.69万 | 0.01% | 26,922 | 8,203 | 43.8% | $23.98万 | 加仓 |
| TTC | TORO CO | $78.81万 | 0.01% | 8,434 | 1,506 | 21.7% | $14.07万 | 加仓 |
| SUN | SUNOCO LP | $79.15万 | 0.01% | 12,183 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $81.26万 | 0.01% | 8,682 | -154 | -1.7% | -$1.44万 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES FD | $81.50万 | 0.01% | 3,629 | -40 | -1.1% | -$8,984 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $83.54万 | 0.01% | 13,383 | 1,747 | 15.0% | $10.90万 | 加仓 |
| XLP | State Street Consumer Staples | $83.55万 | 0.01% | 10,191 | -100 | -1.0% | -$8,198 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $83.64万 | 0.01% | 9,239 | 4,364 | 89.5% | $39.51万 | 加仓 |
| AGX | Argan Inc | $86.05万 | 0.01% | 1,580 | -1,875 | -54.3% | -$102.12万 | 减仓 |
| PTC | PTC INC | $86.19万 | 0.01% | 6,049 | -327 | -5.1% | -$4.66万 | 减仓 |
| SYY | SYSCO CORP | $86.47万 | 0.01% | 12,123 | -913 | -7.0% | -$6.51万 | 减仓 |
| XLV | State Street Health Care | $86.76万 | 0.01% | 5,918 | -50 | -0.8% | -$7,331 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $86.97万 | 0.01% | 12,923 | -407 | -3.1% | -$2.74万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL - CL A | $87.06万 | 0.01% | 27,198 | -20,409 | -42.9% | -$65.33万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM REIT | $87.31万 | 0.01% | 5,059 | 537 | 11.9% | $9.27万 | 加仓 |
| NUE | NUCOR CORP | $87.90万 | 0.01% | 5,198 | -90 | -1.7% | -$1.52万 | 减仓 |
| ENVA | ENOVA INTERNATIONAL INC | $88.34万 | 0.01% | 6,504 | -2,565 | -28.3% | -$34.84万 | 减仓 |
| GGG | GRACO INC | $88.47万 | 0.01% | 10,451 | -330 | -3.1% | -$2.79万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC. | $89.75万 | 0.01% | 10,058 | -2,098 | -17.3% | -$18.72万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $91.00万 | 0.01% | 21,381 | 12,169 | 132.1% | $51.79万 | 加仓 |
| ACI | ALBERTSONS COS INC | $91.05万 | 0.01% | 53,435 | 20,165 | 60.6% | $34.36万 | 加仓 |
| WAT | WATERS CORP | $91.19万 | 0.01% | 3,062 | 1,314 | 75.2% | $39.13万 | 加仓 |
| CHE | CHEMED CORP | $91.41万 | 0.01% | 2,420 | 295 | 13.9% | $11.14万 | 加仓 |
| DES | WISDOMTREE US S/C DIV ETF | $91.50万 | 0.01% | 25,460 | -86 | -0.3% | -$3,091 | 减仓 |
| EQH | EQUITABLE HOLDINGS INC | $91.77万 | 0.01% | 24,730 | 8,306 | 50.6% | $30.82万 | 加仓 |
| — | QORVO INC | $91.78万 | 0.01% | 11,858 | 306 | 2.6% | $2.37万 | 加仓 |
| ELV | ELEVANCE HEALTH INC. | $91.92万 | 0.01% | 3,140 | 199 | 6.8% | $5.83万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH | $92.23万 | 0.01% | 8,408 | 209 | 2.5% | $2.29万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORP REIT | $92.35万 | 0.01% | 1,946 | -1,243 | -39.0% | -$58.99万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL REIT | $93.38万 | 0.01% | 15,787 | -3,992 | -20.2% | -$23.61万 | 减仓 |
| THC | TENET HEALTHCARE | $94.77万 | 0.01% | 5,022 | -11 | -0.2% | -$2,076 | 减仓 |
| ATO | ATMOS ENERGY CORP | $94.78万 | 0.01% | 5,131 | -1,391 | -21.3% | -$25.69万 | 减仓 |
| AEIS | ADVANCED ENERGY INDUSTRIES | $94.88万 | 0.01% | 2,940 | 4 | 0.1% | $1,291 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $96.65万 | 0.01% | 14,954 | -1,096 | -6.8% | -$7.08万 | 减仓 |
| RL | RALPH LAUREN CORP | $97.38万 | 0.01% | 2,831 | -40 | -1.4% | -$1.38万 | 减仓 |
| D | DOMINION ENERGY INC | $100.04万 | 0.02% | 16,182 | 953 | 6.3% | $5.89万 | 加仓 |