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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $1,437 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $1,394 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC | $1,356 | 0.00% | 103 | 103 | — | $1,356 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $1,348 | 0.00% | 96 | 96 | — | $1,348 | 新建仓 |
| OGN | ORGANON & CO | $1,306 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $1,258 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $1,020 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,011 | 0.00% | 77 | -50 | -39.4% | -$656 | 减仓 |
| ARKF | ARK ETF TR | $951 | 0.00% | 25 | 25 | — | $951 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $939 | 0.00% | 10 | 10 | — | $939 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $918 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $915 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | MICROVAST HOLDINGS INC | $846 | 0.00% | 564 | 564 | — | $846 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $764 | 0.00% | 55 | 55 | — | $764 | 新建仓 |
| SEZL | SEZZLE INC | $760 | 0.00% | 12 | 12 | — | $760 | 新建仓 |
| OUST | OUSTER INC | $735 | 0.00% | 40 | 40 | — | $735 | 新建仓 |
| ALAB | ASTERA LABS INC | $658 | 0.00% | 6 | 6 | — | $658 | 新建仓 |
| NVS | NOVARTIS AG | $611 | 0.00% | 4 | 4 | — | $611 | 新建仓 |
| RDDT | REDDIT INC | $539 | 0.00% | 4 | 4 | — | $539 | 新建仓 |
| CTAS | CINTAS CORP | $508 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC | $471 | 0.00% | 61 | 61 | — | $471 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $270 | 0.00% | 20 | 20 | — | $270 | 新建仓 |
| 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 |
| GPC | GENUINE PARTS CO | $148 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $128 | 0.00% | 0 | -15 | -100.0% | -$1,533 | 清仓 |
| — | AMPLIFY ETF TR | $111 | 0.00% | 5 | 5 | — | $111 | 新建仓 |
| DOX | AMDOCS LTD | $97 | 0.00% | 0 | -462 | -100.0% | -$3.74万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $79 | 0.00% | 0 | 0 | — | — | 清仓 |
| UTMD | UTAH MED PRODS INC | $78 | 0.00% | 0 | 0 | — | — | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $73 | 0.00% | 0 | 0 | — | — | 清仓 |
| FITB | FIFTH THIRD BANCORP | $70 | 0.00% | 0 | 0 | — | — | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $68 | 0.00% | 0 | — | — | — | 申报中断 |
| AKR | ACADIA RLTY TR | $55 | 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 |
| ESS | ESSEX PPTY TR INC | $52 | 0.00% | 0 | — | — | — | 申报中断 |
| FVR | FRONTVIEW REIT INC | $52 | 0.00% | 0 | 0 | — | — | 清仓 |
| SUI | SUN CMNTYS INC | $44 | 0.00% | 0 | 0 | — | — | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $42 | 0.00% | 0 | 0 | — | — | 清仓 |
| BANC | BANC OF CALIFORNIA INC | $40 | 0.00% | 0 | 0 | — | — | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $38 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ORION PROPERTIES INC | $30 | 0.00% | 0 | 0 | — | — | 清仓 |
| ADC | AGREE RLTY CORP | $12 | 0.00% | 0 | 0 | — | — | 清仓 |
| FTI | TECHNIPFMC PLC | $9 | 0.00% | 0 | 0 | — | — | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $5 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $1 | 0.00% | 0 | — | — | — | 申报中断 |
| 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 |