BOK Financial Private Wealth, Inc.
DENVER CO · SEC CIK 0001317348
$19.50亿2026Q2 申报市值
780持仓数
70.0%前十大占比 · 第一大 17.9%
354 / 41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
ICSH 加仓+$1.02亿
VTIP 加仓+$1,737.10万
VEA 加仓+$877.32万
VCRB 加仓+$349.32万
SPY 加仓+$247.66万
2026Q2 卖出最多 按季末市值估算
IAUM 减仓-$1,531.11万
GNRC 重新持有-$150.02万
AAPL 减仓-$126.88万
PANW 减仓-$125.29万
IWB 减仓-$116.38万
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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $1,111.13万 | 0.57% | 36,657 | -1,690 | -4.4% | -$51.23万 | 减仓 |
| GOOGL | ALPHABET INC | $1,126.61万 | 0.58% | 31,525 | -1,669 | -5.0% | -$59.64万 | 减仓 |
| AAPL | APPLE INC | $1,638.37万 | 0.84% | 56,621 | -4,385 | -7.2% | -$126.88万 | 减仓 |
| IVE | ISHARES TR | $2,011.64万 | 1.03% | 88,595 | -1,098 | -1.2% | -$24.93万 | 减仓 |
| IJR | ISHARES TR | $2,192.34万 | 1.12% | 147,821 | -6,378 | -4.1% | -$94.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,825.40万 | 1.45% | 330,495 | -11,843 | -3.5% | -$101.25万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $2,992.62万 | 1.53% | 747,968 | -382,682 | -33.8% | -$1,531.11万 | 减仓 |
| QUAL | ISHARES TR | $3,022.54万 | 1.55% | 137,745 | -2,036 | -1.5% | -$44.68万 | 减仓 |
| IVW | ISHARES TR | $3,591.91万 | 1.84% | 261,173 | -4,654 | -1.8% | -$64.01万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4,700.21万 | 2.41% | 583,370 | 8,846 | 1.5% | $71.27万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $5,065.68万 | 2.60% | 655,898 | 45,230 | 7.4% | $349.32万 | 加仓 |
| IEFA | ISHARES TR | $5,210.06万 | 2.67% | 539,455 | -6,711 | -1.2% | -$64.81万 | 减仓 |
| IWB | ISHARES TR | $7,897.41万 | 4.05% | 192,855 | -2,842 | -1.5% | -$116.38万 | 减仓 |
| IVV | ISHARES TR | $7,899.95万 | 4.05% | 105,489 | -1,419 | -1.3% | -$106.27万 | 减仓 |
| IJH | ISHARES TR | $9,233.33万 | 4.74% | 1,197,424 | -10,598 | -0.9% | -$81.72万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1.02亿 | 5.23% | 2,030,876 | 345,830 | 20.5% | $1,737.10万 | 加仓 |
| ICSH | ISHARES TR | $1.06亿 | 5.44% | 2,097,755 | 2,021,916 | 2,666.1% | $1.02亿 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.27亿 | 6.51% | 582,494 | 4,704 | 0.8% | $102.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.84亿 | 9.44% | 2,136,784 | 298 | 0.0% | $2.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.94亿 | 9.92% | 2,716,005 | 123,133 | 4.7% | $877.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.49亿 | 17.91% | 508,379 | 1,432 | 0.3% | $98.35万 | 加仓 |