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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETF | $4.59亿 | 7.02% | 1,287,018 | -10,131 | -0.8% | -$361.23万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $3.64亿 | 5.56% | 608,453 | 15,742 | 2.7% | $940.66万 | 加仓 |
| — | EXXON MOBIL CORP | $3.09亿 | 4.73% | 1,821,309 | 222 | 0.0% | $3.77万 | 加仓 |
| AAPL | APPLE INC COM | $1.96亿 | 3.00% | 773,249 | -15,816 | -2.0% | -$401.39万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $1.83亿 | 2.80% | 3,385,545 | 104,695 | 3.2% | $565.88万 | 加仓 |
| NVDA | NVIDIA CORP | $1.60亿 | 2.45% | 918,744 | -6,613 | -0.7% | -$115.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.30亿 | 1.99% | 350,758 | -6,302 | -1.8% | -$233.28万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS | $1.23亿 | 1.88% | 1,527,156 | 81,005 | 5.6% | $652.74万 | 加仓 |
| IJH | ISHARES CORE S&P MIDCAP ETF | $1.14亿 | 1.74% | 1,682,638 | 5,948 | 0.4% | $40.17万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $8,927.24万 | 1.37% | 919,102 | -6,451 | -0.7% | -$62.66万 | 减仓 |
| AMZN | AMAZON.COM INC | $8,843.89万 | 1.35% | 424,636 | -8,272 | -1.9% | -$172.28万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF | $8,578.18万 | 1.31% | 131,903 | -520 | -0.4% | -$33.82万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $8,499.50万 | 1.30% | 130,119 | -32 | -0.0% | -$2.09万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 ETF | $7,722.55万 | 1.18% | 133,798 | 4,293 | 3.3% | $247.78万 | 加仓 |
| GOOG | ALPHABET INC CL C | $7,309.88万 | 1.12% | 254,824 | -14,628 | -5.4% | -$419.62万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $7,229.97万 | 1.11% | 1,128,273 | 44,543 | 4.1% | $285.43万 | 加仓 |
| AVGO | BROADCOM INC | $7,030.33万 | 1.08% | 227,144 | -27,139 | -10.7% | -$839.98万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $7,000.39万 | 1.07% | 243,441 | -10,199 | -4.0% | -$293.28万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP 600 | $6,700.36万 | 1.02% | 539,004 | 4,326 | 0.8% | $53.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,592.34万 | 1.01% | 224,107 | -14,541 | -6.1% | -$427.74万 | 减仓 |
| WMT | WALMART INC | $6,257.32万 | 0.96% | 503,486 | -28,626 | -5.4% | -$355.76万 | 减仓 |
| VUG | VANGUARD GROWTH FD ETF | $6,171.06万 | 0.94% | 141,282 | 1,080 | 0.8% | $47.17万 | 加仓 |
| AGG | ISHARES CORE TOTAL US BOND | $5,649.38万 | 0.86% | 569,092 | 36,313 | 6.8% | $360.48万 | 加仓 |
| AAON | AAON INC | $5,640.89万 | 0.86% | 681,678 | -80 | -0.0% | -$6,620 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $5,555.13万 | 0.85% | 1,810,667 | 54,554 | 3.1% | $167.37万 | 加仓 |
| CVX | CHEVRON CORP | $5,003.36万 | 0.77% | 241,825 | 36,536 | 17.8% | $755.93万 | 加仓 |
| SPMD | State Street SPDR Portfolio | $4,888.01万 | 0.75% | 825,398 | 271,498 | 49.0% | $1,607.81万 | 加仓 |
| IJK | ISHARES S&P MIDCAP 400 GROWTH | $4,855.58万 | 0.74% | 482,566 | 6,813 | 1.4% | $68.55万 | 加仓 |
| LLY | ELI LILLY & CO | $4,740.77万 | 0.72% | 51,543 | -787 | -1.5% | -$72.39万 | 减仓 |
| ABBV | ABBVIE INC | $4,376.77万 | 0.67% | 201,240 | -19,503 | -8.8% | -$424.17万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $4,217.14万 | 0.64% | 98,901 | -2,492 | -2.5% | -$106.26万 | 减仓 |
| META | Meta Platforms Inc | $4,085.18万 | 0.62% | 71,403 | 3,739 | 5.5% | $213.92万 | 加仓 |
| SPHY | State Street SPDR Portfolio | $4,077.94万 | 0.62% | 1,748,686 | 215,618 | 14.1% | $502.82万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3,877.73万 | 0.59% | 348,184 | 31,420 | 9.9% | $349.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,787.92万 | 0.58% | 262,249 | 22,882 | 9.6% | $330.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $3,720.32万 | 0.57% | 77,636 | -1,574 | -2.0% | -$75.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,577.94万 | 0.55% | 146,373 | -8,618 | -5.6% | -$210.66万 | 减仓 |
| IJJ | ISHARES S&P MIDCAP 400/VALUE | $3,564.08万 | 0.55% | 268,987 | 593 | 0.2% | $7.86万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $3,435.29万 | 0.53% | 303,712 | -83,853 | -21.6% | -$948.46万 | 减仓 |
| KO | COCA-COLA CO/THE | $3,341.01万 | 0.51% | 439,318 | -5,321 | -1.2% | -$40.47万 | 减仓 |
| OKE | ONEOK INC | $3,269.88万 | 0.50% | 361,752 | 7,329 | 2.1% | $66.25万 | 加仓 |
| COP | CONOCOPHILLIPS | $3,244.49万 | 0.50% | 245,795 | 125,928 | 105.1% | $1,662.25万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $3,179.93万 | 0.49% | 409,837 | -27,190 | -6.2% | -$210.97万 | 减仓 |
| SPSM | State Street SPDR Portfolio | $3,110.40万 | 0.48% | 643,708 | 18,343 | 2.9% | $88.63万 | 加仓 |
| V | VISA INC-CLASS A SHARES | $3,004.30万 | 0.46% | 99,401 | -2,901 | -2.8% | -$87.68万 | 减仓 |
| MCD | MCDONALD'S CORP | $2,968.60万 | 0.45% | 95,518 | -7,209 | -7.0% | -$224.05万 | 减仓 |
| VO | VANGUARD MID-CAP FD ETF | $2,892.13万 | 0.44% | 100,708 | 12,581 | 14.3% | $361.30万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH | $2,890.18万 | 0.44% | 225,584 | 41,108 | 22.3% | $526.68万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME | $2,849.99万 | 0.44% | 502,821 | 15,382 | 3.2% | $87.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $2,831.36万 | 0.43% | 28,415 | 1,822 | 6.9% | $181.55万 | 加仓 |
| MA | MASTERCARD INC - CLASS A | $2,821.13万 | 0.43% | 56,461 | 10,028 | 21.6% | $501.06万 | 加仓 |
| GEV | GE VERNOVA INC | $2,738.20万 | 0.42% | 31,369 | -5,090 | -14.0% | -$444.31万 | 减仓 |
| VTV | VANGUARD VALUE FD ETF | $2,718.02万 | 0.42% | 138,533 | 23,644 | 20.6% | $463.90万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $2,700.70万 | 0.41% | 306,341 | 11,130 | 3.8% | $98.12万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,669.45万 | 0.41% | 366,784 | 12,719 | 3.6% | $92.57万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $2,591.77万 | 0.40% | 348,591 | 16,563 | 5.0% | $123.15万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $2,465.95万 | 0.38% | 72,148 | -4,114 | -5.4% | -$140.61万 | 减仓 |
| AMGN | AMGEN INC | $2,431.14万 | 0.37% | 69,096 | -374 | -0.5% | -$13.16万 | 减仓 |
| TSLA | TESLA INC | $2,283.44万 | 0.35% | 61,424 | -806 | -1.3% | -$29.96万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2,277.68万 | 0.35% | 95,854 | 26,825 | 38.9% | $637.42万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,212.08万 | 0.34% | 104,684 | -21,499 | -17.0% | -$454.30万 | 减仓 |
| DUK | DUKE ENERGY CORP | $2,205.93万 | 0.34% | 168,469 | -3,351 | -2.0% | -$43.88万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,205.81万 | 0.34% | 158,270 | 42,516 | 36.7% | $592.55万 | 加仓 |
| HEFA | ISHARES CURRENCY HEDGED MSCI | $2,044.87万 | 0.31% | 481,203 | 41,115 | 9.3% | $174.72万 | 加仓 |
| CAT | CATERPILLAR INC | $2,037.74万 | 0.31% | 28,763 | 885 | 3.2% | $62.70万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $1,967.24万 | 0.30% | 93,168 | -42,500 | -31.3% | -$897.39万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,932.29万 | 0.30% | 56,299 | -1,036 | -1.8% | -$35.56万 | 减仓 |
| PEP | PEPSICO INC | $1,906.42万 | 0.29% | 122,765 | -2,073 | -1.7% | -$32.19万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $1,877.23万 | 0.29% | 76,879 | 21,587 | 39.0% | $527.11万 | 加仓 |
| VGSH | VANGUARD SHORT TERM TREASURY | $1,857.40万 | 0.28% | 317,287 | 55,719 | 21.3% | $326.18万 | 加仓 |
| SPG | SIMON PROPERTY GROUP INC REIT | $1,853.05万 | 0.28% | 99,343 | -6,629 | -6.3% | -$123.65万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $1,825.28万 | 0.28% | 139,313 | -3,260 | -2.3% | -$42.71万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1,791.46万 | 0.27% | 73,838 | -4,626 | -5.9% | -$112.24万 | 减仓 |
| HD | HOME DEPOT INC | $1,763.31万 | 0.27% | 53,614 | -19,210 | -26.4% | -$631.80万 | 减仓 |
| IBM | INTL BUSINESS MACHINES CORP | $1,753.40万 | 0.27% | 72,338 | -12,713 | -14.9% | -$308.15万 | 减仓 |
| FE | FIRSTENERGY CORP | $1,690.74万 | 0.26% | 333,743 | -11,897 | -3.4% | -$60.27万 | 减仓 |
| APA | APA CORP | $1,688.17万 | 0.26% | 397,777 | 393,826 | 9,967.8% | $1,671.40万 | 加仓 |
| IWR | ISHARES RUSSELL MID-CAP ETF | $1,670.27万 | 0.26% | 171,785 | -98,491 | -36.4% | -$957.63万 | 减仓 |
| MS | MORGAN STANLEY | $1,664.67万 | 0.25% | 101,153 | -4,177 | -4.0% | -$68.74万 | 减仓 |
| ICSH | ISHARES TR | $1,664.40万 | 0.25% | 328,803 | 6,767 | 2.1% | $34.25万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1,647.95万 | 0.25% | 269,934 | -41,084 | -13.2% | -$250.82万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $1,638.50万 | 0.25% | 240,885 | -2,384 | -1.0% | -$16.22万 | 减仓 |
| BOKF | BOK FINANCIAL CORPORATION | $1,626.58万 | 0.25% | 127,017 | -1,285 | -1.0% | -$16.46万 | 减仓 |
| BIV | VANGUARD INTERMEDIATE ETF | $1,607.12万 | 0.25% | 208,230 | 24,535 | 13.4% | $189.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,602.14万 | 0.24% | 18,938 | -3,541 | -15.8% | -$299.57万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,585.82万 | 0.24% | 46,940 | -3,627 | -7.2% | -$122.53万 | 减仓 |
| SDY | State Street SPDR S&P Dividend | $1,573.32万 | 0.24% | 107,806 | 5,727 | 5.6% | $83.58万 | 加仓 |
| AEP | AMERICAN ELECTRIC POWER | $1,571.87万 | 0.24% | 119,917 | -3,508 | -2.8% | -$45.98万 | 减仓 |
| TFC | TRUIST FINANCIAL CORP | $1,509.30万 | 0.23% | 328,322 | -8,036 | -2.4% | -$36.94万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,485.97万 | 0.23% | 245,008 | 8,401 | 3.6% | $50.95万 | 加仓 |
| GVI | ISHARES INTER GOVT CR BOND ETF | $1,485.76万 | 0.23% | 139,273 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1,479.56万 | 0.23% | 81,214 | 7,848 | 10.7% | $142.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $1,432.51万 | 0.22% | 70,418 | 39,035 | 124.4% | $794.09万 | 加仓 |
| MRK | MERCK & CO INC/NJ | $1,431.33万 | 0.22% | 118,990 | -8,259 | -6.5% | -$99.35万 | 减仓 |
| VTI | VANGUARD TOTL STCK MKT FD ETF | $1,429.30万 | 0.22% | 44,553 | -9,380 | -17.4% | -$300.92万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,402.47万 | 0.21% | 136,600 | -10,416 | -7.1% | -$106.94万 | 减仓 |
| ET | ENERGY TRANSFER L.P. | $1,383.66万 | 0.21% | 716,924 | 15,130 | 2.2% | $29.20万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $1,374.78万 | 0.21% | 282,007 | -5,523 | -1.9% | -$26.92万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,353.81万 | 0.21% | 54,589 | -1,747 | -3.1% | -$43.33万 | 减仓 |
| ORCL | ORACLE CORP | $1,330.61万 | 0.20% | 90,450 | 14,465 | 19.0% | $212.79万 | 加仓 |