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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 64
减持 64
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
ICSH
ISHARES TR
-$21.6M
146,457
-75%
增持
VUG
VANGUARD INDEX FDS
+$16.8M
392,738
+3%
减持
VOO
VANGUARD INDEX FDS
+$8.9M
370,821
-0%
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
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
1,521,806
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.6M
888,099
+8%
减持
CI
THE CIGNA GROUP
-$3.4M
5,400
-63%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$3.0M
55,788
减持
IEFA
ISHARES TR
+$2.5M
709,015
-3%
减持
IWB
ISHARES TR
+$2.5M
270,089
-3%
减持
IVV
ISHARES TR
+$2.4M
139,216
-2%
减持
AAPL
APPLE INC
+$2.3M
85,234
-6%
减持
GOOGL
ALPHABET INC
-$1.9M
57,310
-35%
增持
EMR
EMERSON ELEC CO
+$1.8M
22,902
+1073%
减持
—
BLACKROCK INC
-$1.8M
1,197
-67%
减持
IAU
ISHARES GOLD TR
+$1.8M
1,401,390
-4%
建仓
SYK
STRYKER CORPORATION
+$1.7M
6,017
增持
MCD
MCDONALDS CORP
+$1.6M
7,852
+271%
建仓
NEM
NEWMONT CORP
+$1.6M
33,291
减持
VTV
VANGUARD INDEX FDS
-$1.6M
496,901
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.6M
26,637
+0%
减持
IJH
ISHARES TR
+$1.5M
293,468
-1%
减持
MSFT
MICROSOFT CORP
+$1.5M
34,304
-2%
减持
QUAL
ISHARES TR
+$1.5M
186,494
-2%
增持
AMZN
AMAZON COM INC
+$1.2M
63,850
+0%
减持
CCI
CROWN CASTLE INC
-$1.2M
726
-93%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
10,521
-8%
增持
AVGO
BROADCOM INC
+$971.5K
10,011
+3%
减持
DLR
DIGITAL RLTY TR INC
-$912.1K
1,623
-85%
增持
BND
VANGUARD BD INDEX FDS
+$829.0K
89,739
+11%
增持
JNJ
JOHNSON & JOHNSON
-$707.8K
39,252
+2%
增持
CTRA
COTERRA ENERGY INC
+$680.3K
68,609
+68%
增持
VTI
VANGUARD INDEX FDS
+$664.4K
34,522
+3%
增持
INTU
INTUIT
+$636.0K
10,595
+1%
增持
BALL
BALL CORP
+$628.9K
32,504
+43%
减持
XYL
XYLEM INC
-$590.9K
27,200
-13%
减持
EFA
ISHARES TR
+$576.8K
105,461
-1%
增持
IJR
ISHARES TR
+$528.4K
255,567
+0%
增持
COST
COSTCO WHSL CORP NEW
+$495.0K
10,916
+1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$471.8K
1
-50%
减持
IVW
ISHARES TR
-$453.4K
501,931
-10%
减持
IVE
ISHARES TR
+$440.2K
136,970
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$426.8K
9,182
+4%
减持
VO
VANGUARD INDEX FDS
+$422.5K
244,423
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$421.8K
51,646
-11%
增持
ZTS
ZOETIS INC
+$420.9K
21,086
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$412.7K
163,702
-0%
增持
—
LIFE STORAGE INC
+$403.8K
10,902
+5%
增持
—
PIONEER NAT RES CO
-$400.0K
25,092
+4%
减持
EW
EDWARDS LIFESCIENCES CORP
+$349.0K
44,155
-0%
增持
MA
MASTERCARD INCORPORATED
+$344.0K
16,282
+2%
增持
APH
AMPHENOL CORP NEW
+$341.4K
50,136
+2%
减持
VB
VANGUARD INDEX FDS
+$337.2K
103,463
-1%
增持
CSCO
CISCO SYS INC
+$322.7K
65,056
+1%
减持
DIS
DISNEY WALT CO
+$319.1K
24,387
-0%
增持
CHD
CHURCH & DWIGHT CO INC
+$315.6K
40,197
+0%
增持
—
ACCENTURE PLC IRELAND
+$313.5K
15,262
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$305.6K
4,989
+14%
减持
ECL
ECOLAB INC
+$299.1K
15,725
-1%
减持
COP
CONOCOPHILLIPS
-$278.3K
5,629
-21%
减持
IEMG
ISHARES INC
-$272.4K
15,618
-29%
减持
AGG
ISHARES TR
-$267.1K
65,890
-6%
增持
TMUS
T-MOBILE US INC
+$265.2K
23,053
+5%
增持
AIG
AMERICAN INTL GROUP INC
-$259.0K
33,160
+9%
减持
EFG
ISHARES TR
+$255.8K
83,968
-8%
增持
GLD
SPDR GOLD TR
+$243.0K
17,644
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$224.7K
129,438
+1%
增持
HON
HONEYWELL INTL INC
-$222.8K
17,507
+5%
增持
MS
MORGAN STANLEY
+$196.1K
35,725
+3%
减持
EFV
ISHARES TR
-$191.1K
202,962
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$188.6K
10,364
+6%
增持
PEP
PEPSICO INC
+$182.2K
25,378
+4%
增持
SBUX
STARBUCKS CORP
+$182.0K
29,056
+1%
减持
IUSB
ISHARES TR
-$177.8K
21,387
-18%
减持
ITT
ITT INC
-$175.4K
31,350
-12%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$172.6K
37,125
+3%
减持
FENY
FIDELITY COVINGTON TRUST
-$158.3K
191
-97%
增持
SCHX
SCHWAB STRATEGIC TR
+$151.6K
46,522
+0%
增持
DE
DEERE & CO
+$150.2K
804
+89%
减持
IWF
ISHARES TR
+$144.2K
5,014
-1%
减持
DBEF
DBX ETF TR
+$142.2K
68,727
-3%
减持
AEP
AMERICAN ELEC PWR CO INC
-$142.0K
25,477
-2%
增持
NVO
NOVO-NORDISK A S
+$129.2K
5,027
+1%
减持
UNP
UNION PAC CORP
-$127.4K
15,933
-1%
增持
PFE
PFIZER INC
-$122.3K
11,864
+0%
减持
DVY
ISHARES TR
-$121.6K
14,398
-4%
减持
SCHD
SCHWAB STRATEGIC TR
-$121.1K
18,094
-5%
减持
HEFA
ISHARES TR
+$119.8K
71,019
-3%
增持
CVX
CHEVRON CORP NEW
-$113.9K
7,076
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$112.0K
37,842
+3%
增持
NULG
NUSHARES ETF TR
+$97.6K
14,196
+0%
建仓
IEF
ISHARES TR
+$83.2K
839
建仓
TLT
ISHARES TR
+$76.3K
717
减持
FTEC
FIDELITY COVINGTON TRUST
-$74.0K
760
-55%
建仓
IGIB
ISHARES TR
+$72.4K
1,411
减持
IWM
ISHARES TR
+$69.1K
17,728
-0%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$68.7K
10,221
-9%
增持
SLB
SCHLUMBERGER LTD
-$67.8K
104,340
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$67.6K
20,296
-5%
减持
SDY
SPDR SER TR
-$67.5K
15,512
-2%
建仓
IEI
ISHARES TR
+$64.1K
545
增持
LOW
LOWES COS INC
+$60.3K
15,716
+2%
减持
CVS
CVS HEALTH CORP
-$59.5K
444
-55%
增持
DOW
DOW INC
+$57.7K
10,719
+2%
增持
IQV
IQVIA HLDGS INC
+$57.3K
11,389
+6%
建仓
SPTI
SPDR SER TR
+$56.2K
1,943
增持
XLE
SELECT SECTOR SPDR TR
-$55.4K
14,074
+1%
建仓
SHY
ISHARES TR
+$54.6K
665
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$54.4K
20,795
+8%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$54.4K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$53.0K
259
减持
SPY
SPDR S&P 500 ETF TR
+$49.3K
2,004
-1%
增持
IJK
ISHARES TR
+$48.8K
1,133
+140%
增持
META
META PLATFORMS INC
+$47.9K
501
+4%
建仓
MGV
VANGUARD WORLD FD
+$46.4K
459
建仓
IGSB
ISHARES TR
+$45.2K
895
增持
VYM
VANGUARD WHITEHALL FDS
-$44.9K
17,665
+0%
清仓
FDIS
FIDELITY COVINGTON TRUST
-$42.2K
0
-100%
增持
ABT
ABBOTT LABS
-$40.0K
4,896
+0%
建仓
EQL
ALPS ETF TR
+$39.8K
400
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$37.3K
1,519
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$35.6K
2,295
+0%
增持
J
JACOBS SOLUTIONS INC
-$34.7K
25,476
+1%
减持
FHLC
FIDELITY COVINGTON TRUST
-$34.6K
798
-39%
减持
VXUS
VANGUARD STAR FDS
+$34.5K
25,920
-4%
建仓
BKR
BAKER HUGHES COMPANY
+$34.4K
1,192
增持
HD
HOME DEPOT INC
-$33.8K
1,781
+1%
减持
FNCL
FIDELITY COVINGTON TRUST
-$33.4K
87
-89%
减持
EEM
ISHARES TR
-$33.3K
1,057
-47%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$33.0K
26,845
+4%
增持
WM
WASTE MGMT INC DEL
+$32.0K
4,917
+0%
建仓
PM
PHILIP MORRIS INTL INC
+$31.8K
323
减持
XLV
SELECT SECTOR SPDR TR
-$31.4K
1,300
-12%
增持
WMT
WALMART INC
+$30.6K
5,024
+0%
减持
F
FORD MTR CO DEL
-$29.9K
160
-94%
增持
—
MEDTRONIC PLC
+$29.7K
965
+55%
增持
T
AT&T INC
+$29.4K
6,502
+25%
建仓
LQD
ISHARES TR
+$29.2K
266
减持
DFUS
DIMENSIONAL ETF TRUST
+$28.9K
11,263
-1%
建仓
EMB
ISHARES TR
+$27.5K
319
减持
VOT
VANGUARD INDEX FDS
-$26.3K
960
-19%
减持
PSX
PHILLIPS 66
-$25.2K
2,041
-8%
增持
AMAT
APPLIED MATLS INC
+$25.0K
838
+5%
减持
MDLZ
MONDELEZ INTL INC
-$25.0K
1,001
-30%
减持
GOOG
ALPHABET INC
+$23.7K
2,600
-6%
清仓
JEF
JEFFERIES FINL GROUP INC
-$22.9K
0
-100%
建仓
EFT
EATON VANCE FLTING RATE INC
+$22.8K
1,982
减持
CL
COLGATE PALMOLIVE CO
-$22.5K
794
-24%
建仓
SOXX
ISHARES TR
+$22.2K
50
增持
BRO
BROWN & BROWN INC
+$22.0K
39,883
+0%
减持
DES
WISDOMTREE TR
-$21.8K
21,087
-4%
