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 |
|---|---|---|---|---|---|---|---|---|
| UEC | URANIUM ENERGY CORP | $270 | 0.00% | 20 | 20 | — | $270 | 新建仓 |
| OPFI | OPPFI INC | $471 | 0.00% | 61 | 61 | — | $471 | 新建仓 |
| CTAS | CINTAS CORP | $508 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $539 | 0.00% | 4 | 4 | — | $539 | 新建仓 |
| NVS | NOVARTIS AG | $611 | 0.00% | 4 | 4 | — | $611 | 新建仓 |
| ALAB | ASTERA LABS INC | $658 | 0.00% | 6 | 6 | — | $658 | 新建仓 |
| OUST | OUSTER INC | $735 | 0.00% | 40 | 40 | — | $735 | 新建仓 |
| SEZL | SEZZLE INC | $760 | 0.00% | 12 | 12 | — | $760 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $764 | 0.00% | 55 | 55 | — | $764 | 新建仓 |
| — | MICROVAST HOLDINGS INC | $846 | 0.00% | 564 | 564 | — | $846 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $915 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $918 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $939 | 0.00% | 10 | 10 | — | $939 | 新建仓 |
| ARKF | ARK ETF TR | $951 | 0.00% | 25 | 25 | — | $951 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $1,011 | 0.00% | 77 | -50 | -39.4% | -$656 | 减仓 |
| IVLU | ISHARES TR | $1,020 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $1,258 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,306 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $1,348 | 0.00% | 96 | 96 | — | $1,348 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1,356 | 0.00% | 103 | 103 | — | $1,356 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,394 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1,437 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $1,505 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1,601 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,614 | 0.00% | 22 | -2,167 | -99.0% | -$15.90万 | 减仓 |
| CME | CME GROUP INC | $1,773 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1,774 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2,111 | 0.00% | 40 | 40 | — | $2,111 | 新建仓 |
| AMGN | AMGEN INC | $2,112 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2,126 | 0.00% | 47 | 47 | — | $2,126 | 新建仓 |
| NET | CLOUDFLARE INC | $2,270 | 0.00% | 11 | 11 | — | $2,270 | 新建仓 |
| NTRA | NATERA INC | $2,400 | 0.00% | 12 | 12 | — | $2,400 | 新建仓 |
| DLTR | DOLLAR TREE INC | $2,410 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $2,569 | 0.00% | 40 | 40 | — | $2,569 | 新建仓 |
| OKLO | OKLO INC | $2,579 | 0.00% | 52 | 52 | — | $2,579 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $2,801 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2,911 | 0.00% | 42 | 42 | — | $2,911 | 新建仓 |
| TGT | TARGET CORP | $3,030 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $3,071 | 0.00% | 59 | 59 | — | $3,071 | 新建仓 |
| ETN | EATON CORP PLC | $3,220 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3,809 | 0.00% | 330 | -11,680 | -97.3% | -$13.48万 | 减仓 |
| TPR | TAPESTRY INC | $3,810 | 0.00% | 27 | 27 | — | $3,810 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $3,834 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $4,278 | 0.00% | 47 | 47 | — | $4,278 | 新建仓 |
| APP | APPLOVIN CORP | $4,378 | 0.00% | 11 | 11 | — | $4,378 | 新建仓 |
| FTV | FORTIVE CORP | $4,644 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $5,008 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $5,011 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $5,019 | 0.00% | 64 | 64 | — | $5,019 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $5,120 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $5,568 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $5,890 | 0.00% | 4 | -182 | -97.8% | -$26.80万 | 减仓 |
| PULS | PGIM ETF TR | $5,962 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $5,992 | 0.00% | 26 | 26 | — | $5,992 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $6,108 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $6,167 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $6,208 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $6,498 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $6,931 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $7,286 | 0.00% | 10 | 10 | — | $7,286 | 新建仓 |
| WAB | WABTEC | $7,512 | 0.00% | 30 | 3 | 11.1% | $751 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,614 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $8,453 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $8,817 | 0.00% | 454 | 454 | — | $8,817 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $8,910 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $8,914 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $9,010 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $9,055 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $9,090 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9,420 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $9,445 | 0.00% | 126 | 126 | — | $9,445 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9,597 | 0.00% | 126 | -1,484 | -92.2% | -$11.30万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $9,721 | 0.00% | 777 | -3,999 | -83.7% | -$5.00万 | 减仓 |
| ACWX | ISHARES TR | $9,860 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $9,957 | 0.00% | 99 | -300 | -75.2% | -$3.02万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1.01万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.07万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1.11万 | 0.00% | 211 | -144 | -40.6% | -$7,609 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $1.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.16万 | 0.00% | 188 | -12 | -6.0% | -$742 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $1.17万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1.17万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $1.20万 | 0.00% | 115 | -3,575 | -96.9% | -$37.38万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.24万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1.26万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1.26万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.31万 | 0.00% | 181 | -177 | -49.4% | -$1.28万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.34万 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC | $1.34万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.38万 | 0.00% | 122 | 72 | 144.0% | $8,136 | 加仓 |
| NUSC | NUSHARES ETF TR | $1.45万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1.48万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.50万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.57万 | 0.00% | 95 | -80 | -45.7% | -$1.33万 | 减仓 |
| AZN | ASTRAZENECA PLC | $1.66万 | 0.00% | 84 | 84 | — | $1.66万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.71万 | 0.00% | 117 | -407 | -77.7% | -$5.95万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $1.73万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.73万 | 0.00% | 53 | -1 | -1.9% | -$327 | 减仓 |