13F 机构持仓

BOKF, NA

TULSA OK · SEC CIK 0000009634

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$72.54亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWB 7.2%
VOO 5.9%
EXXON MOBIL CO 3.4%
AAPL 3.1%
VWO 2.8%
NVDA 2.5%
AVEM 2.0%
MSFT 1.9%
IJH 1.8%
QQQ 1.4%

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
CPAY CORPAY INC $8,3320.00%25 25— $8,332 新建仓
BROS DUTCH BROS INC-A $8,1860.00%114 114— $8,186 新建仓
PML PIMCO MUNI INCOME FD II $8,1580.00%1,072 1,072— $8,158 新建仓
FERG Ferguson Enterprises Inc $8,0690.00%34 34— $8,069 新建仓
MDLN Medline Inc $8,0060.00%203 203— $8,006 新建仓
HRL HORMEL FOODS CORP $7,9180.00%319 319— $7,918 新建仓
KTB KONTOOR BRANDS INC $7,9170.00%95 95— $7,917 新建仓
NOBL PROSHARES S&P 500 DIVIDEND ARI $7,8620.00%140 140— $7,862 新建仓
HPQ HP INC $7,7670.00%354 354— $7,767 新建仓
UHAL/B U-HAUL HOLDING COMPANY $7,5010.00%130 130— $7,501 新建仓
ULS UL Solutions Inc $7,3340.00%72 72— $7,334 新建仓
MLPA GLOBAL X MLP ETF ETF $7,3250.00%138 138— $7,325 新建仓
XRAY DENTSPLY SIRONA INC $7,2040.00%679 679— $7,204 新建仓
ENTG ENTEGRIS INC $7,1940.00%40 40— $7,194 新建仓
USFD US FOODS HOLDING CORP $7,1580.00%70 -109-60.9% -$1.11万 减仓
BLDR BUILDERS FIRSTSOURCE INC $7,1580.00%80 -54-40.3% -$4,832 重新持有
GEL GENESIS ENERGY LP $7,0850.00%500 00.0% — 不变
EMN EASTMAN CHEMICAL COMPANY $7,0330.00%105 105— $7,033 新建仓
TKO TKO GROUP HOLDINGS INC $6,8450.00%34 34— $6,845 新建仓
ZBRA ZEBRA TECHNOLOGIES CORP-CL A $6,8450.00%26 -28-51.9% -$7,372 重新持有
CAVA CAVA GROUP INC $6,8280.00%87 87— $6,828 新建仓
UAL UNITED AIRLINES HOLDINGS INC $6,8000.00%50 -45-47.4% -$6,120 重新持有
UAA UNDER ARMOUR INC-CLASS A $6,6520.00%1,041 00.0% — 不变
EME EMCOR GROUP INC $6,6390.00%8 8— $6,639 新建仓
FSSL FS Specialty Lending Fund $6,6340.00%595 00.0% — 不变
FLS FLOWSERVE CORP $6,6000.00%89 89— $6,600 新建仓
RGEN REPLIGEN CORP $6,5490.00%48 48— $6,549 新建仓
BANF BANCFIRST CORP $6,4460.00%58 58— $6,446 新建仓
TRU TRANSUNION $6,3480.00%88 -14,422-99.4% -$104.04万 减仓
ARCC ARES CAPITAL CORP $6,1700.00%333 00.0% — 不变
SCHG SCHWAB US LARGE-CAP GROWTH ETF $6,0910.00%180 00.0% — 不变
KNX KNIGHT-SWIFT TRANSPN HLDGS INC $6,0740.00%78 -32-29.1% -$2,492 减仓
AES AES CORP $5,9520.00%406 406— $5,952 新建仓
FBIN FORTUNE BRANDS INNOVATIONS INC $5,8740.00%107 00.0% — 不变
— OCCIDENTAL PETROLEUM CORP $5,8320.00%219 00.0% — 不变
— Bitwise XRP ETF $5,8300.00%500 00.0% — 不变
TEX TEREX CORP $5,7910.00%80 80— $5,791 新建仓
CROX CROCS INC $5,7910.00%48 48— $5,791 新建仓
LPLA LPL FINANCIAL $5,6340.00%20 -18-47.4% -$5,071 重新持有
ACWX ISHARES MSCI ACWI EX US ETF $5,6320.00%74 74— $5,632 新建仓
KNSL KINSALE CAPITAL GROUP INC $5,6070.00%17 17— $5,607 新建仓
GAP GAP INC/THE $5,6040.00%300 300— $5,604 新建仓
BWA BORGWARNER INC $5,3780.00%81 81— $5,378 新建仓
WOR WORTHINGTON INDUSTRIES INC $5,3760.00%100 -19-16.0% -$1,021 减仓
ARMK ARAMARK $5,3490.00%94 94— $5,349 新建仓
MELI MERCADOLIBRE INC $5,0920.00%3 -7-70.0% -$1.19万 减仓
GL GLOBE LIFE INC $5,0030.00%28 28— $5,003 新建仓
EMLP FIRST TRUST NORTH AMER ENGY $4,9590.00%114 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP REIT $4,9410.00%28 28— $4,941 新建仓
CE CELANESE CORP DEL USD 0.0001 $4,8760.00%106 106— $4,876 新建仓
ETG EATON VANCE T/A GL DVD INCM FD $4,7080.00%200 00.0% — 不变
BALL BALL CORP $4,6800.00%75 75— $4,680 新建仓
AN AUTONATION INC $4,6450.00%25 -10,115-99.8% -$187.94万 重新持有
FMC FMC CORP $4,6000.00%400 00.0% — 不变
WAB WABTEC CORP $4,5830.00%17 -94-84.7% -$2.53万 减仓
OLLI OLLIE'S BARGAIN OUTLET HOLDING $4,3050.00%56 56— $4,305 新建仓
IEI ISHARES 3-7 YEAR TREASURY BOND $4,2280.00%36 36— $4,228 新建仓
ARI APOLLO COMMERCIAL REAL ESTATE $4,2190.00%395 00.0% — 不变
CHDN CHURCHILL DOWNS INC $4,2130.00%47 47— $4,213 新建仓
SON SONOCO PRODUCTS CO $4,0570.00%72 72— $4,057 新建仓
ES EVERSOURCE ENERGY $4,0470.00%56 -55-49.5% -$3,975 减仓
KMPR KEMPER CORP $4,0170.00%149 149— $4,017 新建仓
ALK ALASKA AIR GROUP INC $3,9670.00%76 -300-79.8% -$1.57万 减仓
BSY BENTLEY SYSTEMS INC $3,9160.00%131 -5-3.7% -$149 减仓
AKAM AKAMAI TECHNOLOGIES $3,5460.00%30 30— $3,546 新建仓
LUMN LUMEN TECHNOLOGIES INC $3,4560.00%450 00.0% — 不变
SAIC SCIENCE APPLICATIONS $3,4230.00%31 31— $3,423 新建仓
TSN TYSON FOODS INC-CL A $3,3780.00%59 59— $3,378 新建仓
PRM Perimeter Solutions Inc $3,2440.00%91 91— $3,244 新建仓
NCLH NORWEGIAN CRUISE LINE HOLDINGS $3,2090.00%152 152— $3,209 新建仓
LNT ALLIANT ENERGY CORP $3,1280.00%41 41— $3,128 新建仓
SSNC SS&C TECHNOLOGIES HOLDINGS $3,1030.00%50 50— $3,103 新建仓
SUNB Sunbelt Rentals Holdings Inc $3,0670.00%41 41— $3,067 新建仓
SMCI Super Micro Computer Inc $2,9330.00%100 -5-4.8% -$147 减仓
TPR TAPESTRY INC NPV $2,9280.00%20 -241-92.3% -$3.53万 减仓
HOOD ROBINHOOD MARKETS INC $2,9080.00%29 29— $2,908 新建仓
AAL AMERICAN AIRLINES GROUP INC $2,8190.00%156 00.0% — 不变
HSIC HENRY SCHEIN INC $2,6730.00%32 32— $2,673 新建仓
VNT VONTIER CORP $2,4650.00%85 85— $2,465 新建仓
GLPI GAMING AND LEISURE PROPERTIES $2,4490.00%55 -405-88.0% -$1.80万 减仓
PRKS UNITED PARKS AND RESORTS INC $2,3870.00%50 50— $2,387 新建仓
— BEACHBODY CO INC/THE $2,2690.00%222 00.0% — 不变
NWS NEWS CORP CL B $2,2170.00%79 79— $2,217 新建仓
CNXC CONCENTRIX CORP $2,1510.00%96 96— $2,151 新建仓
CRCL Circle Internet Group Inc $2,1290.00%34 34— $2,129 新建仓
FCNCA FIRST CITIZENS BCSHS -CL A $2,0810.00%1 1— $2,081 新建仓
WPC WP CAREY INC $2,0740.00%29 29— $2,074 新建仓
CLNE CLEAN ENERGY FUELS CORP $2,0500.00%1,000 00.0% — 不变
FWONA LIBERTY MEDIA CORP-LIBERTY FOR $2,0130.00%23 23— $2,013 新建仓
CCC CCC INTELLIGENT SOLUTIONS HOLD $1,8680.00%362 362— $1,868 新建仓
MRP Millrose Properties Inc $1,8630.00%62 62— $1,863 新建仓
OPEN OPENDOOR TECHNOLOGIES INC $1,7880.00%387 387— $1,788 新建仓
FLO FLOWERS FOODS INC $1,7850.00%226 226— $1,785 新建仓
CZR CAESARS ENTERTAINMENT INC $1,7660.00%59 59— $1,766 新建仓
LLYVK Liberty Live Holdings Inc $1,6900.00%16 16— $1,690 新建仓
FNDX SCHW FUNDAM L/C ETF $1,6790.00%54 54— $1,679 新建仓
HUM HUMANA INC $1,5890.00%4 -39-90.7% -$1.55万 重新持有
JXN JACKSON FINANCIAL INC $1,5360.00%15 -4,198-99.6% -$42.99万 减仓
IRM IRON MOUNTAIN INC REIT $1,5160.00%12 12— $1,516 新建仓
DTE DTE ENERGY COMPANY $1,3710.00%9 -79-89.8% -$1.20万 重新持有