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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $916.96万 | 0.55% | 94,405 | -1,729 | -1.8% | -$16.79万 | 减仓 |
| GOOGL | ALPHABET INC | $954.53万 | 0.58% | 33,194 | -847 | -2.5% | -$24.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,004.37万 | 0.61% | 38,347 | -2,209 | -5.4% | -$57.86万 | 减仓 |
| EFV | ISHARES TR | $1,068.50万 | 0.65% | 143,712 | 407 | 0.3% | $3.03万 | 加仓 |
| AAPL | APPLE INC | $1,548.26万 | 0.94% | 61,006 | -2,233 | -3.5% | -$56.67万 | 减仓 |
| IVE | ISHARES TR | $1,893.87万 | 1.14% | 89,693 | -2,490 | -2.7% | -$52.58万 | 减仓 |
| IJR | ISHARES TR | $1,916.85万 | 1.16% | 154,199 | -2,149 | -1.4% | -$26.71万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,639.77万 | 1.59% | 342,338 | -5,881 | -1.7% | -$45.35万 | 减仓 |
| QUAL | ISHARES TR | $2,681.14万 | 1.62% | 139,781 | -4,171 | -2.9% | -$80.00万 | 减仓 |
| IVW | ISHARES TR | $3,006.77万 | 1.82% | 265,827 | -7,252 | -2.7% | -$82.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,124.80万 | 2.49% | 143,631 | -2,228 | -1.5% | -$63.98万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $4,725.35万 | 2.85% | 610,668 | 610,668 | — | $4,725.35万 | 新建仓 |
| IEFA | ISHARES TR | $4,944.44万 | 2.99% | 546,166 | -1,131 | -0.2% | -$10.24万 | 减仓 |
| IAUM | ISHARES GOLD TR | $5,280.14万 | 3.19% | 1,130,650 | 421,927 | 59.5% | $1,970.40万 | 加仓 |
| IWB | ISHARES TR | $6,977.77万 | 4.21% | 195,697 | -4,489 | -2.2% | -$160.06万 | 减仓 |
| IVV | ISHARES TR | $6,983.32万 | 4.22% | 106,908 | -3,304 | -3.0% | -$215.82万 | 减仓 |
| IJH | ISHARES TR | $8,157.77万 | 4.93% | 1,208,022 | -30,560 | -2.5% | -$206.37万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $8,416.80万 | 5.08% | 1,685,046 | 111,656 | 7.1% | $557.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.13亿 | 6.85% | 577,790 | 490 | 0.1% | $9.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.56亿 | 9.39% | 356,081 | -3,090 | -0.9% | -$134.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.66亿 | 10.04% | 2,592,872 | 111,177 | 4.5% | $712.42万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.03亿 | 18.30% | 506,947 | 6,265 | 1.3% | $374.36万 | 加仓 |