BancFirst Trust & Investment Management
OKLAHOMA CITY OK · SEC CIK 0001914099
$2.37亿2026Q2 申报市值
65持仓数
86.0%前十大占比 · 第一大 42.4%
25 / 2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
BANF 加仓+$269.27万
AAPL 加仓+$106.47万
NVDA 新建仓+$95.42万
PANW 新建仓+$88.94万
CAT 新建仓+$75.73万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$136.54万
VGSH 减仓-$93.49万
VBR 减仓-$74.35万
IDXX 清仓-$44.96万
VTI 减仓-$40.90万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BANF | BANCFIRST CORP | $1.01亿 | 42.44% | 895,974 | 23,984 | 2.8% | $269.27万 | 加仓 |
| — | EXXON MOBIL CORP | $4,484.39万 | 18.92% | 329,588 | 433 | 0.1% | $5.89万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,524.86万 | 6.43% | 62,754 | -3,060 | -4.6% | -$74.35万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,169.19万 | 4.93% | 158,620 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,079.54万 | 4.55% | 15,852 | -2,005 | -11.2% | -$136.54万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $638.02万 | 2.69% | 81,776 | 9,271 | 12.8% | $72.33万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $404.24万 | 1.71% | 165,130 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $390.57万 | 1.65% | 55,072 | 3,258 | 6.3% | $23.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $339.55万 | 1.43% | 9,249 | -1,114 | -10.7% | -$40.90万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $294.72万 | 1.24% | 38,261 | 4,163 | 12.2% | $32.07万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $278.98万 | 1.18% | 55,157 | 1,291 | 2.4% | $6.53万 | 加仓 |
| WMT | WALMART INC | $241.23万 | 1.02% | 21,050 | 512 | 2.5% | $5.87万 | 加仓 |
| OGE | OGE ENERGY CORP | $175.78万 | 0.74% | 35,713 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $156.24万 | 0.66% | 17,608 | 235 | 1.4% | $2.09万 | 加仓 |
| AAPL | APPLE INC | $155.15万 | 0.65% | 5,507 | 3,779 | 218.7% | $106.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $137.01万 | 0.58% | 1,849 | 33 | 1.8% | $2.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $96.38万 | 0.41% | 11,358 | 2,748 | 31.9% | $23.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $95.42万 | 0.40% | 4,894 | 4,894 | — | $95.42万 | 新建仓 |
| MSFT | MICROSOFT CORP | $94.69万 | 0.40% | 2,569 | 1,012 | 65.0% | $37.30万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $88.94万 | 0.38% | 2,679 | 2,679 | — | $88.94万 | 新建仓 |
| — | BFC CAPITAL TRUST II | $86.78万 | 0.37% | 32,635 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $84.50万 | 0.36% | 17,998 | 37 | 0.2% | $1,737 | 加仓 |
| CAT | CATERPILLAR INC | $75.73万 | 0.32% | 733 | 733 | — | $75.73万 | 新建仓 |
| AVGO | BROADCOM INC | $75.68万 | 0.32% | 2,032 | 709 | 53.6% | $26.41万 | 加仓 |
| LLY | ELI LILLY & CO | $74.16万 | 0.31% | 603 | 289 | 92.0% | $35.54万 | 加仓 |
| UNP | UNION PAC CORP | $73.49万 | 0.31% | 2,695 | 25 | 0.9% | $6,817 | 加仓 |
| AMZN | AMAZON COM INC | $69.06万 | 0.29% | 2,876 | 2,876 | — | $69.06万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $62.57万 | 0.26% | 1,669 | 1,669 | — | $62.57万 | 新建仓 |
| TSLA | TESLA INC | $55.89万 | 0.24% | 1,357 | 394 | 40.9% | $16.23万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.58万 | 0.23% | 9,541 | -16,049 | -62.7% | -$93.49万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $54.12万 | 0.23% | 4,341 | 2,118 | 95.3% | $26.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.93万 | 0.22% | 1,047 | 1,047 | — | $51.93万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $48.00万 | 0.20% | 2,849 | 287 | 11.2% | $4.84万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $43.42万 | 0.18% | 1,986 | -476 | -19.3% | -$10.41万 | 减仓 |
| RTX | RTX CORPORATION | $43.33万 | 0.18% | 2,313 | 2,313 | — | $43.33万 | 新建仓 |
| GOOGL | ALPHABET INC | $42.93万 | 0.18% | 1,214 | 1,214 | — | $42.93万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $42.76万 | 0.18% | 839 | 839 | — | $42.76万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $38.70万 | 0.16% | 1,175 | 1,175 | — | $38.70万 | 新建仓 |
| DVN | DEVON ENRGY CORP NEW | $38.45万 | 0.16% | 9,158 | 9,158 | — | $38.45万 | 新建仓 |
| BP | BP PLC | $37.84万 | 0.16% | 10,132 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $36.63万 | 0.15% | 3,520 | 3,520 | — | $36.63万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $36.58万 | 0.15% | 9,979 | 49 | 0.5% | $1,796 | 加仓 |
| IVW | ISHARES TR | $36.06万 | 0.15% | 2,659 | -1,270 | -32.3% | -$17.22万 | 减仓 |
| HD | HOME DEPOT INC | $34.66万 | 0.15% | 988 | 988 | — | $34.66万 | 新建仓 |
| IVE | ISHARES TR | $33.07万 | 0.14% | 1,456 | -748 | -33.9% | -$16.99万 | 减仓 |
| IWF | ISHARES TR | $31.71万 | 0.13% | 2,600 | -1,456 | -35.9% | -$17.76万 | 减仓 |
| DE | DEERE & CO | $30.02万 | 0.13% | 479 | 479 | — | $30.02万 | 新建仓 |
| — | META PLATFORMS INC | $29.87万 | 0.13% | 531 | 531 | — | $29.87万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $29.66万 | 0.13% | 427 | 427 | — | $29.66万 | 新建仓 |
| GOOG | ALPHABET INC | $29.12万 | 0.12% | 829 | 829 | — | $29.12万 | 新建仓 |
| CB | CHUBB LIMITED | $27.57万 | 0.12% | 803 | 803 | — | $27.57万 | 新建仓 |
| NOW | SERVICENOW INC | $26.79万 | 0.11% | 2,680 | 2,680 | — | $26.79万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.62万 | 0.11% | 1,793 | 127 | 7.6% | $1.89万 | 加仓 |
| MCD | MCDONALDS CORP | $25.94万 | 0.11% | 971 | 4 | 0.4% | $1,069 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.33万 | 0.11% | 980 | 133 | 15.7% | $3.44万 | 加仓 |
| — | ARISTOCRAT LEISURE LTD | $24.48万 | 0.10% | 6,089 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $23.39万 | 0.10% | 2,511 | 2,511 | — | $23.39万 | 新建仓 |
| T | AT&T INC | $22.96万 | 0.10% | 10,524 | 1,301 | 14.1% | $2.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.94万 | 0.10% | 565 | 565 | — | $22.94万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.14万 | 0.09% | 696 | 696 | — | $21.14万 | 新建仓 |
| IWS | ISHARES TR | $20.96万 | 0.09% | 1,271 | 1,271 | — | $20.96万 | 新建仓 |
| ISHG | ISHARES TR | $20.80万 | 0.09% | 2,801 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $20.70万 | 0.09% | 1,311 | 1,311 | — | $20.70万 | 新建仓 |
| — | STARDUST PWR INC | $3.77万 | 0.02% | 23,011 | 0 | 0.0% | — | 不变 |
| — | TESLA INC | $8,236 | 0.00% | 20 | 20 | — | $8,236 | 新建仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -807 | -100.0% | -$44.96万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -2,839 | -100.0% | -$21.19万 | 清仓 |