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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |