BOK Financial Private Wealth, Inc.
DENVER CO · SEC CIK 0001317348
$16.56亿2026Q1 申报市值
424持仓数
69.2%前十大占比 · 第一大 18.3%
44 / 65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
VCRB 新建仓+$4,725.35万
IAUM 加仓+$1,970.40万
VEA 加仓+$712.42万
VTIP 加仓+$557.72万
VOO 加仓+$374.36万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$215.82万
IJH 减仓-$206.37万
IWB 减仓-$160.06万
VUG 减仓-$134.97万
VGSH 减仓-$85.54万
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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -3,546 | -100.0% | -$39.13万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -528 | -100.0% | -$11.15万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$10.41万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -520 | -100.0% | -$10.29万 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -4,111 | -100.0% | -$9.53万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$9.13万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -505 | -100.0% | -$8.52万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AME | AMETEK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -457 | -100.0% | -$5.14万 | 清仓 |
| KOMP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -800 | -100.0% | -$4.78万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -240 | -100.0% | -$4.40万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -408 | -100.0% | -$4.20万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -431 | -100.0% | -$3.98万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -420 | -100.0% | -$3.66万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -205 | -100.0% | -$3.49万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$3.19万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHE | CHEMED CORP NEW | $0 | 0.00% | 0 | -64 | -100.0% | -$2.74万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -85 | -100.0% | -$2.72万 | 清仓 |
| BNS | BANK NOVA SCOTIA HALIFAX | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -274 | -100.0% | -$2.47万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -283 | -100.0% | -$1.84万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.26万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -105 | -100.0% | -$1.19万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1.18万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -126 | -100.0% | -$1.13万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -273 | -100.0% | -$1.10万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -99 | -100.0% | -$9,296 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -1,137 | -100.0% | -$9,222 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -189 | -100.0% | -$8,674 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | -43 | -100.0% | -$8,318 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -50 | -100.0% | -$8,107 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -435 | -100.0% | -$6,395 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$6,039 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -80 | -100.0% | -$5,310 | 清仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $0 | 0.00% | 0 | -2,500 | -100.0% | -$4,675 | 清仓 |
| — | SABA CAPITAL INCOME & OPPORT | $0 | 0.00% | 0 | -509 | -100.0% | -$4,200 | 清仓 |
| PPLI | IAC INC | $0 | 0.00% | 0 | -70 | -100.0% | -$2,737 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$2,376 | 清仓 |
| — | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1,927 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -100 | -100.0% | -$1,585 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -64 | -100.0% | -$1,148 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$915 | 清仓 |
| VVR | INVESCO SR INCOME TR | $0 | 0.00% | 0 | -240 | -100.0% | -$785 | 清仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $0 | 0.00% | 0 | -55 | -100.0% | -$756 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -75 | -100.0% | -$715 | 清仓 |
| BHK | BLACKROCK CORE BD TR | $0 | 0.00% | 0 | -61 | -100.0% | -$585 | 清仓 |
| — | MFS CHARTER INCOME TR | $0 | 0.00% | 0 | -87 | -100.0% | -$546 | 清仓 |
| — | BLACKROCK MUNIHOLDINGS QUALI | $0 | 0.00% | 0 | -51 | -100.0% | -$512 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -36 | -100.0% | -$466 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -20 | -100.0% | -$241 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | 0 | — | -$99 | 清仓 |
| — | AMERICAN REBEL HOLDINGS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| MCO | MOODYS CORP | $1 | 0.00% | 0 | — | — | — | 申报中断 |
| A | AGILENT TECHNOLOGIES INC | $5 | 0.00% | 0 | — | — | — | 申报中断 |
| FTI | TECHNIPFMC PLC | $9 | 0.00% | 0 | 0 | — | — | 清仓 |
| ADC | AGREE RLTY CORP | $12 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ORION PROPERTIES INC | $30 | 0.00% | 0 | 0 | — | — | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $38 | 0.00% | 0 | 0 | — | — | 清仓 |
| BANC | BANC OF CALIFORNIA INC | $40 | 0.00% | 0 | 0 | — | — | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $42 | 0.00% | 0 | 0 | — | — | 清仓 |
| SUI | SUN CMNTYS INC | $44 | 0.00% | 0 | 0 | — | — | 清仓 |
| ESS | ESSEX PPTY TR INC | $52 | 0.00% | 0 | — | — | — | 申报中断 |
| FVR | FRONTVIEW REIT INC | $52 | 0.00% | 0 | 0 | — | — | 清仓 |
| VTR | VENTAS INC | $54 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | HUMANA INC | $54 | 0.00% | 0 | — | — | — | 申报中断 |
| AKR | ACADIA RLTY TR | $55 | 0.00% | 0 | 0 | — | — | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $68 | 0.00% | 0 | — | — | — | 申报中断 |
| FITB | FIFTH THIRD BANCORP | $70 | 0.00% | 0 | 0 | — | — | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $73 | 0.00% | 0 | 0 | — | — | 清仓 |
| UTMD | UTAH MED PRODS INC | $78 | 0.00% | 0 | 0 | — | — | 清仓 |
| SLG | SL GREEN RLTY CORP | $79 | 0.00% | 0 | 0 | — | — | 清仓 |
| DOX | AMDOCS LTD | $97 | 0.00% | 0 | -462 | -100.0% | -$3.74万 | 清仓 |
| — | AMPLIFY ETF TR | $111 | 0.00% | 5 | 5 | — | $111 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $128 | 0.00% | 0 | -15 | -100.0% | -$1,533 | 清仓 |
| GPC | GENUINE PARTS CO | $148 | 0.00% | 0 | — | — | — | 申报中断 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $240 | 0.00% | 8 | 8 | — | $240 | 新建仓 |
| OMC | OMNICOM GROUP INC | $240 | 0.00% | 0 | — | — | — | 申报中断 |