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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETF | $5.25亿 | 7.23% | 1,281,418 | -5,600 | -0.4% | -$229.32万 | 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 |
| — | EXXON MOBIL CORP | $2.49亿 | 3.43% | 1,820,510 | -799 | -0.0% | -$10.92万 | 减仓 |
| AAPL | APPLE INC COM | $2.25亿 | 3.11% | 778,964 | 5,715 | 0.7% | $165.37万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $2.04亿 | 2.81% | 3,409,622 | 24,077 | 0.7% | $143.72万 | 加仓 |
| NVDA | NVIDIA CORP | $1.80亿 | 2.49% | 901,636 | -17,108 | -1.9% | -$342.31万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS | $1.43亿 | 1.97% | 1,484,682 | -42,474 | -2.8% | -$409.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.35亿 | 1.85% | 360,589 | 9,831 | 2.8% | $366.72万 | 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 |
| QQQ | INVESCO QQQ TRUST SERIES 1 ETF | $1.02亿 | 1.41% | 138,510 | 4,712 | 3.5% | $346.99万 | 加仓 |
| AMZN | AMAZON.COM INC | $1.02亿 | 1.40% | 427,560 | 2,924 | 0.7% | $69.69万 | 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 |
| IVV | ISHARES CORE S&P 500 ETF | $9,826.93万 | 1.35% | 131,220 | 1,101 | 0.8% | $82.45万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $8,712.00万 | 1.20% | 243,781 | 340 | 0.1% | $12.15万 | 加仓 |
| AAON | AAON INC | $8,646.75万 | 1.19% | 681,598 | -80 | -0.0% | -$1.01万 | 减仓 |
| GOOG | ALPHABET INC CL C | $8,585.32万 | 1.18% | 242,983 | -11,841 | -4.6% | -$418.38万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $8,484.83万 | 1.17% | 1,190,853 | 62,580 | 5.5% | $445.88万 | 加仓 |
| AVGO | BROADCOM INC | $8,340.68万 | 1.15% | 220,799 | -6,345 | -2.8% | -$239.68万 | 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 |
| EFA | ISHARES MSCI EAFE ETF | $7,896.41万 | 1.09% | 760,147 | -158,955 | -17.3% | -$1,651.22万 | 减仓 |
| VUG | VANGUARD GROWTH FD ETF | $7,356.32万 | 1.01% | 853,996 | 6,304 | 0.7% | $54.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,300.29万 | 1.01% | 223,025 | -1,082 | -0.5% | -$35.42万 | 减仓 |
| LLY | ELI LILLY & CO | $6,127.53万 | 0.84% | 51,087 | -456 | -0.9% | -$54.69万 | 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 |
| WMT | WALMART INC | $5,689.58万 | 0.78% | 502,347 | -1,139 | -0.2% | -$12.90万 | 减仓 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH | $5,680.95万 | 0.78% | 483,485 | 919 | 0.2% | $10.80万 | 加仓 |
| SPMD | State Street SPDR Portfolio | $5,587.45万 | 0.77% | 827,035 | 1,637 | 0.2% | $11.06万 | 加仓 |
| AGG | ISHARES CORE TOTAL US BOND | $5,289.88万 | 0.73% | 534,439 | -34,653 | -6.1% | -$343.00万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $5,204.73万 | 0.72% | 71,988 | -160 | -0.2% | -$11.57万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $5,200.88万 | 0.72% | 45,057 | -1,883 | -4.0% | -$217.35万 | 减仓 |
| ABBV | ABBVIE INC | $4,905.52万 | 0.68% | 194,942 | -6,298 | -3.1% | -$158.48万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $4,821.86万 | 0.66% | 388,327 | -7,277 | -1.8% | -$90.36万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $4,520.30万 | 0.62% | 363,310 | 15,126 | 4.3% | $188.20万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $4,280.23万 | 0.59% | 364,399 | -45,438 | -11.1% | -$533.71万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $4,147.64万 | 0.57% | 71,399 | 981 | 1.4% | $56.99万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $4,114.99万 | 0.57% | 299,207 | -4,505 | -1.5% | -$61.96万 | 减仓 |
| SPHY | State Street SPDR Portfolio | $4,089.22万 | 0.56% | 1,744,546 | -4,140 | -0.2% | -$9.70万 | 减仓 |
| IJJ | ISHARES S&P MIDCAP 400/VALUE | $3,981.06万 | 0.55% | 269,482 | 495 | 0.2% | $7.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $3,944.37万 | 0.54% | 78,826 | 1,190 | 1.5% | $59.55万 | 加仓 |
| META | Meta Platforms Inc | $3,901.06万 | 0.54% | 69,255 | -2,148 | -3.0% | -$120.99万 | 减仓 |
| CVX | CHEVRON CORP | $3,851.04万 | 0.53% | 232,326 | -9,499 | -3.9% | -$157.46万 | 减仓 |
| CAT | CATERPILLAR INC | $3,829.17万 | 0.53% | 35,958 | 7,195 | 25.0% | $766.20万 | 加仓 |
| GEV | GE VERNOVA INC | $3,779.29万 | 0.52% | 32,168 | 799 | 2.5% | $93.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,725.01万 | 0.51% | 254,024 | -8,225 | -3.1% | -$120.61万 | 减仓 |
| SPSM | State Street SPDR Portfolio | $3,712.55万 | 0.51% | 643,758 | 50 | 0.0% | $2,884 | 加仓 |
| KO | COCA-COLA CO/THE | $3,624.41万 | 0.50% | 445,972 | 6,654 | 1.5% | $54.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,623.67万 | 0.50% | 142,681 | -3,692 | -2.5% | -$93.77万 | 减仓 |
| VO | VANGUARD MID-CAP FD ETF | $3,573.88万 | 0.49% | 443,574 | 40,742 | 10.1% | $328.26万 | 加仓 |
| VTV | VANGUARD VALUE FD ETF | $3,498.54万 | 0.48% | 160,535 | 22,002 | 15.9% | $479.49万 | 加仓 |
| OKE | ONEOK INC | $3,385.01万 | 0.47% | 389,350 | 27,598 | 7.6% | $239.94万 | 加仓 |
| V | VISA INC-CLASS A SHARES | $3,380.88万 | 0.47% | 98,542 | -859 | -0.9% | -$29.47万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH | $3,259.77万 | 0.45% | 222,647 | -2,937 | -1.3% | -$43.00万 | 减仓 |
| WMB | WILLIAMS COS INC | $2,987.74万 | 0.41% | 401,902 | 35,118 | 9.6% | $261.07万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | $2,978.50万 | 0.41% | 527,355 | 24,534 | 4.9% | $138.57万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2,958.02万 | 0.41% | 97,634 | 1,780 | 1.9% | $53.93万 | 加仓 |
| MA | MASTERCARD INC - CLASS A | $2,892.13万 | 0.40% | 56,311 | -150 | -0.3% | -$7.70万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $2,772.49万 | 0.38% | 362,180 | 13,589 | 3.9% | $104.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $2,723.25万 | 0.38% | 29,111 | 696 | 2.4% | $65.11万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,529.28万 | 0.35% | 243,294 | -2,501 | -1.0% | -$26.00万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,463.61万 | 0.34% | 59,274 | 25,141 | 73.7% | $1,044.94万 | 加仓 |
| TSLA | TESLA INC | $2,455.55万 | 0.34% | 58,382 | -3,042 | -5.0% | -$127.95万 | 减仓 |
| AMGN | AMGEN INC | $2,443.48万 | 0.34% | 67,477 | -1,619 | -2.3% | -$58.63万 | 减仓 |
| UNP | UNION PACIFIC CORP | $2,323.18万 | 0.32% | 85,411 | 11,573 | 15.7% | $314.79万 | 加仓 |
| MCD | MCDONALD'S CORP | $2,320.26万 | 0.32% | 85,837 | -9,681 | -10.1% | -$261.69万 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $2,274.04万 | 0.31% | 301,157 | -5,184 | -1.7% | -$39.14万 | 减仓 |
| MS | MORGAN STANLEY | $2,265.24万 | 0.31% | 108,364 | 7,211 | 7.1% | $150.74万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI | $2,240.45万 | 0.31% | 477,453 | -3,750 | -0.8% | -$17.60万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC REIT | $2,204.90万 | 0.30% | 98,587 | -756 | -0.8% | -$16.91万 | 减仓 |
| KLAC | KLA CORPORATION | $2,201.13万 | 0.30% | 72,955 | 655 | 0.9% | $19.76万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $2,165.93万 | 0.30% | 84,716 | 7,837 | 10.2% | $200.37万 | 加仓 |
| DUK | DUKE ENERGY CORP | $2,102.44万 | 0.29% | 166,096 | -2,373 | -1.4% | -$30.04万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2,019.31万 | 0.28% | 88,933 | -4,235 | -4.5% | -$96.16万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $1,987.81万 | 0.27% | 358,164 | 88,230 | 32.7% | $489.68万 | 加仓 |
| VGSH | VANGUARD SHORT TERM TREASURY | $1,928.04万 | 0.27% | 331,278 | 13,991 | 4.4% | $81.43万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $1,920.07万 | 0.26% | 134,130 | -5,183 | -3.7% | -$74.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,906.63万 | 0.26% | 18,852 | -86 | -0.5% | -$8.70万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,890.10万 | 0.26% | 79,563 | -25,121 | -24.0% | -$596.77万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $1,837.03万 | 0.25% | 166,518 | -5,267 | -3.1% | -$58.11万 | 减仓 |
| LRCX | Lam Research Corp | $1,824.06万 | 0.25% | 42,094 | 9,435 | 28.9% | $408.85万 | 加仓 |
| BOKF | BOK FINANCIAL CORPORATION | $1,796.41万 | 0.25% | 129,350 | 2,333 | 1.8% | $32.40万 | 加仓 |
| AEP | AMERICAN ELECTRIC POWER | $1,754.53万 | 0.24% | 128,246 | 8,329 | 6.9% | $113.95万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1,736.75万 | 0.24% | 228,369 | -12,516 | -5.2% | -$95.18万 | 减仓 |
| INTC | INTEL CORP | $1,734.54万 | 0.24% | 124,224 | 57,223 | 85.4% | $799.00万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,724.05万 | 0.24% | 136,461 | -21,809 | -13.8% | -$275.53万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $1,717.68万 | 0.24% | 50,369 | -2,073 | -4.0% | -$70.69万 | 减仓 |
| PEP | PEPSICO INC | $1,693.45万 | 0.23% | 125,070 | 2,305 | 1.9% | $31.21万 | 加仓 |
| ICSH | ISHARES TR | $1,657.93万 | 0.23% | 327,784 | -1,019 | -0.3% | -$5.15万 | 减仓 |
| PSX | PHILLIPS 66 | $1,642.47万 | 0.23% | 97,159 | 15,945 | 19.6% | $269.55万 | 加仓 |
| SDY | State Street SPDR S&P Dividend | $1,635.20万 | 0.23% | 107,452 | -354 | -0.3% | -$5.39万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE ETF | $1,617.63万 | 0.22% | 210,903 | 2,673 | 1.3% | $20.50万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $1,611.30万 | 0.22% | 282,784 | 777 | 0.3% | $4.43万 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $1,607.02万 | 0.22% | 322,566 | -5,756 | -1.8% | -$28.68万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,594.70万 | 0.22% | 53,077 | -1,512 | -2.8% | -$45.43万 | 减仓 |
| VTI | VANGUARD TOTL STCK MKT FD ETF | $1,570.23万 | 0.22% | 42,434 | -2,119 | -4.8% | -$78.41万 | 减仓 |
| RTX | RTX CORPORATION | $1,565.22万 | 0.22% | 82,497 | 25,276 | 44.2% | $479.56万 | 加仓 |
| FE | FIRSTENERGY CORP | $1,558.83万 | 0.21% | 327,898 | -5,845 | -1.8% | -$27.79万 | 减仓 |
| VGT | VANGUARD INFORMATION | $1,540.80万 | 0.21% | 128,916 | -804 | -0.6% | -$9.61万 | 减仓 |
| VB | VANGUARD SMALL CAP FD ETF | $1,528.54万 | 0.21% | 50,427 | 8,071 | 19.1% | $244.65万 | 加仓 |
| HD | HOME DEPOT INC | $1,500.23万 | 0.21% | 42,538 | -11,076 | -20.7% | -$390.63万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $1,490.32万 | 0.21% | 212,690 | -6,175 | -2.8% | -$43.27万 | 减仓 |