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BOK Financial Private Wealth, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BOK Financial Private Wealth, Inc.
报告期 2026-03-31 · CIK 0001317348
持仓数
448
前50大市值合计
$1.54B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 44
增持 62
减持 39
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$18.3M
279,276
+6%
增持
VUG
VANGUARD GROWTH ETF
+$14.2M
394,664
+2%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$13.8M
398,506
+25%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IJH
ISHARES CORE S&P MIDCAP ETF
+$12.0M
347,096
+6%
增持
VTV
VANGUARD VALUE ETF
+$11.7M
544,612
+8%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$7.1M
376,531
+16%
增持
MSFT
MICROSOFT CORP
+$6.6M
69,728
+16%
增持
AAPL
APPLE INC
+$6.0M
163,326
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$5.2M
155,507
-3%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$5.1M
158,249
+76%
减持
SCHF
SCHWAB INTL EQUITY ETF
-$4.6M
201,152
-37%
建仓
XYL
XYLEM INC
+$4.0M
33,519
建仓
ITT
ITT INC
+$3.9M
38,252
增持
VWO
VANGUARD FTSE EMERGING MARKE
+$3.6M
611,291
+15%
减持
ICSH
BLACKROCK ULTRA SHORT-TERM B
-$3.5M
471,373
-13%
增持
VO
VANGUARD MID-CAP ETF
+$3.3M
158,846
+1%
建仓
RYN
RAYONIER INC
+$3.2M
80,119
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$3.2M
254,268
+7%
增持
HD
HOME DEPOT INC
+$2.9M
11,522
+104%
清仓
—
HILL-ROM HOLDINGS INC
-$2.8M
0
-100%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$2.8M
578,396
+12%
增持
AGG
ISHARES CORE U.S. AGGREGATE
+$2.8M
41,686
+142%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$2.6M
114,331
+0%
减持
BND
VANGUARD TOTAL BOND MARKET
-$2.6M
35,470
-46%
建仓
—
LABORATORY CRP OF AMER HLDGS
+$2.6M
8,337
增持
AVGO
BROADCOM INC
+$2.2M
12,081
+1%
增持
NKE
NIKE INC -CL B
+$2.2M
28,447
+64%
增持
BNDX
VANGUARD TOTAL INTL BOND ETF
+$2.2M
75,345
+122%
减持
QUAL
ISHARES MSCI USA QUALITY FAC
+$2.2M
218,554
-3%
减持
MMM
3M CO
-$2.1M
4,527
-73%
清仓
PFF
ISHARES PREFERRED & INCOME S
-$2.1M
0
-100%
增持
LOW
LOWE'S COS INC
+$2.0M
28,114
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
16,298
+2%
增持
—
ACCENTURE PLC-CL A
+$1.9M
19,712
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$1.7M
15,039
+45%
增持
JNJ
JOHNSON & JOHNSON
+$1.6M
54,113
+14%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$1.6M
7,582
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.6M
5,415
+142%
增持
GOOGL
ALPHABET INC-CL A
+$1.6M
5,734
+2%
建仓
WM
WASTE MANAGEMENT INC
+$1.6M
9,344
减持
CMCSA
COMCAST CORP-CLASS A
-$1.5M
45,777
-34%
减持
COST
COSTCO WHOLESALE CORP
+$1.5M
13,372
-1%
增持
UNP
UNION PACIFIC CORP
+$1.5M
18,843
+14%
增持
AMGN
AMGEN INC
+$1.5M
7,855
+544%
建仓
NSRGY
NESTLE SA-SPONS ADR
+$1.5M
10,405
清仓
VFC
VF CORP
-$1.4M
0
-100%
增持
BRK/A
BERKSHIRE HATHAWAY INC-CL A
+$1.4M
5
+150%
增持
ABT
ABBOTT LABORATORIES
+$1.3M
15,048
+115%
增持
PFE
PFIZER INC
+$1.3M
41,282
+53%
建仓
FCOM
FIDELITY MSCI COMMUNICATION
+$1.3M
24,442
增持
CSCO
CISCO SYSTEMS INC
+$1.2M
111,308
+4%
减持
INTU
INTUIT INC
+$1.2M
12,353
-1%
增持
ZTS
ZOETIS INC
+$1.2M
24,205
+0%
增持
TSLA
TESLA INC
+$1.2M
2,956
+19%
增持
VEA
VANGUARD FTSE DEVELOPED ETF
+$1.2M
1,456,789
+0%
增持
ADP
AUTOMATIC DATA PROCESSING
+$1.1M
5,597
+299%
建仓
VMC
VULCAN MATERIALS CO
+$1.1M
5,263
减持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.1M
132,199
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
10,390
+1%
增持
NVDA
NVIDIA CORP
+$1.0M
10,152
+8%
建仓
BDX
BECTON DICKINSON AND CO
+$981.0K
3,902
增持
ABBV
ABBVIE INC
+$921.0K
12,437
+76%
减持
DIS
WALT DISNEY CO/THE
-$902.0K
27,284
-10%
减持
KEYS
KEYSIGHT TECHNOLOGIES IN
+$892.0K
21,857
-1%
增持
MCD
MCDONALD'S CORP
+$884.0K
5,184
+147%
增持
AMZN
AMAZON.COM INC
+$883.0K
4,729
+4%
增持
VB
VANGUARD SMALL-CAP ETF
+$861.0K
65,004
+3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$826.0K
39,545
-1%
减持
VXUS
VANGUARD TOTAL INTL STOCK
-$811.0K
45,476
-22%
减持
TMUS
T-MOBILE US INC
-$783.0K
13,485
-27%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT
-$760.0K
28,325
-21%
减持
EW
EDWARDS LIFESCIENCES CORP
+$759.0K
47,921
-0%
减持
APH
AMPHENOL CORP-CL A
+$733.0K
55,043
-1%
增持
—
EXXON MOBIL CORP
+$682.0K
26,450
+66%
减持
CHD
CHURCH & DWIGHT CO INC
+$668.0K
35,216
-1%
增持
PEP
PEPSICO INC
+$662.0K
25,970
+1%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$655.0K
10,021
+106%
减持
PANW
PALO ALTO NETWORKS INC
+$637.0K
8,602
-1%
增持
CVX
CHEVRON CORP
+$623.0K
12,604
+49%
增持
IEMG
ISHARES CORE MSCI EMERGING
+$621.0K
180,650
+9%
增持
GOOG
ALPHABET INC-CL C
+$608.0K
1,015
+16%
清仓
NUSC
NUVEEN ESG SMALL-CAP ETF
-$584.0K
0
-100%
建仓
YUM
YUM! BRANDS INC
+$571.0K
4,111
减持
SLB
SCHLUMBERGER LTD
-$543.0K
84,840
-18%
增持
BAC
BANK OF AMERICA CORP
+$531.0K
32,704
+50%
减持
IQV
IQVIA HOLDINGS INC
+$521.0K
12,679
-1%
增持
KO
COCA-COLA CO/THE
+$514.0K
22,229
+46%
建仓
NSC
NORFOLK SOUTHERN CORP
+$497.0K
1,668
减持
SCHB
SCHWAB US BROAD MARKET ETF
-$491.0K
45,879
-16%
减持
HON
HONEYWELL INTERNATIONAL INC
-$488.0K
24,979
-7%
增持
META
META PLATFORMS INC-CLASS A
+$463.0K
11,114
+15%
减持
ECL
ECOLAB INC
+$456.0K
17,956
-0%
建仓
SJM
JM SMUCKER CO/THE
+$454.0K
3,343
减持
BRO
BROWN & BROWN INC
+$452.0K
31,770
-1%
建仓
—
UNILEVER PLC-SPONSORED ADR
+$451.0K
8,379
建仓
—
BERKSHIRE HATHAWAY INC
+$451.0K
100
减持
DLR
DIGITAL REALTY TRUST INC
+$413.0K
13,463
-1%
增持
QCOM
QUALCOMM INC
+$412.0K
6,748
+6%
建仓
—
GLAXOSMITHKLINE PLC-SPON ADR
+$406.0K
9,207
建仓
FTEC
FIDELITY MSCI INFO TECH ETF
+$401.0K
2,960
增持
PG
PROCTER & GAMBLE CO/THE
+$401.0K
9,515
+15%
减持
CCI
CROWN CASTLE INTL CORP
+$400.0K
11,919
-1%
增持
SCHH
SCHWAB US REIT ETF
+$393.0K
28,952
+17%
建仓
TIP
ISHARES TIPS BOND ETF
+$388.0K
3,000
减持
VTI
VANGUARD TOTAL STOCK MKT ETF
-$375.0K
34,253
-12%
减持
PYPL
PAYPAL HOLDINGS INC
-$374.0K
2,641
-21%
增持
—
BLACKROCK INC
+$364.0K
4,647
+0%
增持
—
PIONEER NATURAL RESOURCES CO
+$354.0K
22,826
+0%
建仓
MUB
ISHARES NATIONAL MUNI BOND E
+$352.0K
3,024
建仓
VVX
VECTRUS INC
+$344.0K
7,524
减持
JPM
JPMORGAN CHASE & CO
-$338.0K
56,378
-0%
增持
SCHD
SCHWAB US DVD EQUITY ETF
+$338.0K
14,518
+29%
减持
HYLB
XTRACKERS USD HIGH YIELD COR
-$334.0K
6,235
-57%
建仓
ACWI
ISHARES MSCI ACWI ETF
+$333.0K
3,152
增持
LLY
ELI LILLY & CO
+$331.0K
4,843
+11%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
+$323.0K
12,402
-2%
增持
EL
ESTEE LAUDER COMPANIES-CL A
+$323.0K
3,981
+4%
建仓
XLC
COMM SERV SELECT SECTOR SPDR
+$322.0K
4,147
增持
AMD
ADVANCED MICRO DEVICES
+$318.0K
5,608
+18%
建仓
—
XILINX INC
+$315.0K
1,486
减持
CI
CIGNA CORP
+$312.0K
14,249
-4%
建仓
GM
GENERAL MOTORS CO
+$308.0K
5,251
建仓
CARR
CARRIER GLOBAL CORP
+$305.0K
5,619
建仓
FIDU
FIDELITY INDUSTRIALS ETF
+$304.0K
5,413
建仓
HPQ
HP INC
+$299.0K
7,933
建仓
LMT
LOCKHEED MARTIN CORP
+$295.0K
830
建仓
CME
CME GROUP INC
+$292.0K
1,278
建仓
PSX
PHILLIPS 66
+$290.0K
3,996
建仓
TJX
TJX COMPANIES INC
+$289.0K
3,804
建仓
CDNS
CADENCE DESIGN SYS INC
+$284.0K
1,523
建仓
SHW
SHERWIN-WILLIAMS CO/THE
+$282.0K
800
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$280.0K
7,332
+79%
建仓
NTR
NUTRIEN LTD
+$278.0K
3,695
减持
VEU
VANGUARD FTSE ALL-WORLD EX-U
-$269.0K
55,148
-8%
增持
COP
CONOCOPHILLIPS
+$267.0K
10,674
+44%
建仓
LRGF
ISHARES MSCI USA MULTIFACTOR
+$267.0K
5,730
建仓
CTSH
COGNIZANT TECH SOLUTIONS-A
+$265.0K
2,992
建仓
SPG
SIMON PROPERTY GROUP INC
+$265.0K
1,659
建仓
ESGU
ISHARES ESG AWARE MSCI USA
+$264.0K
2,444
减持
FTV
FORTIVE CORP
+$261.0K
48,146
-0%
建仓
PGR
PROGRESSIVE CORP
+$260.0K
2,537
减持
HIG
HARTFORD FINANCIAL SVCS GRP
-$258.0K
9,829
-26%
建仓
FTNT
FORTINET INC
+$256.0K
712
减持
SCHX
SCHWAB US LARGE-CAP ETF
+$255.0K
27,619
-1%
建仓
STT
STATE STREET CORP
+$250.0K
2,684
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$247.0K
0
-100%
建仓
—
TE CONNECTIVITY LTD
+$236.0K
1,462
建仓
—
CHUBB LTD
+$236.0K
1,222
建仓
BNY
BANK OF NEW YORK MELLON CORP
+$235.0K
4,043
减持
—
MEDTRONIC PLC
-$235.0K
3,445
-27%
