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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 39
减持 87
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
+$14.1M
371,695
-1%
增持
VXUS
VANGUARD STAR FDS
+$13.6M
646,312
+45%
减持
VUG
VANGUARD INDEX FDS
+$10.9M
358,148
-3%
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 TR
+$8.0M
253,637
+2%
减持
VTV
VANGUARD INDEX FDS
+$5.5M
487,896
-0%
增持
IJR
ISHARES TR
+$5.1M
274,624
+6%
减持
IVV
ISHARES TR
+$4.0M
128,225
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$3.7M
3,795
-93%
减持
IWB
ISHARES TR
+$2.9M
242,280
-6%
减持
—
PIONEER NAT RES CO
-$2.7M
6,322
-65%
减持
VO
VANGUARD INDEX FDS
+$2.4M
179,006
-5%
减持
QUAL
ISHARES TR
+$2.3M
174,851
-1%
增持
ICSH
ISHARES TR
+$1.7M
258,938
+15%
减持
AAPL
APPLE INC
+$1.6M
80,515
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
1,303,781
-6%
增持
DXCM
DEXCOM INC
+$1.3M
10,923
+16967%
增持
AGG
ISHARES TR
+$1.2M
86,504
+10%
减持
IAU
ISHARES GOLD TR
-$1.1M
25,046
-59%
减持
AVGO
BROADCOM INC
+$1.1M
5,086
-8%
减持
AMZN
AMAZON COM INC
+$1.1M
48,101
-2%
减持
RTX
RTX CORPORATION
-$1.0M
2,698
-84%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.0M
2,369
-85%
建仓
FANG
DIAMONDBACK ENERGY INC
+$1.0M
6,501
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$990.4K
163,212
+12%
建仓
—
HESS CORP
+$967.3K
6,710
增持
FTV
FORTIVE CORP
+$917.0K
12,535
+15569%
减持
BALL
BALL CORP
-$898.9K
2,142
-90%
增持
WMT
WALMART INC
+$880.3K
9,686
+138%
减持
SLB
SCHLUMBERGER LTD
-$851.0K
71,411
-9%
减持
MSFT
MICROSOFT CORP
+$788.4K
21,802
-7%
减持
INTU
INTUIT
+$760.7K
8,253
-4%
减持
EXR
EXTRA SPACE STORAGE INC
-$724.7K
1,036
-86%
增持
BND
VANGUARD BD INDEX FDS
+$723.6K
125,301
+3%
减持
GLD
SPDR GOLD TR
-$658.4K
12,362
-30%
减持
VTI
VANGUARD INDEX FDS
-$620.6K
24,293
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$611.3K
3,141
+52%
增持
IWM
ISHARES TR
+$602.2K
18,537
+6%
减持
IVE
ISHARES TR
+$583.8K
119,329
-8%
减持
COST
COSTCO WHSL CORP NEW
+$579.7K
7,989
-6%
减持
VB
VANGUARD INDEX FDS
+$492.1K
87,995
-9%
减持
IEFA
ISHARES TR
+$491.6K
635,147
-8%
减持
SCHF
SCHWAB STRATEGIC TR
+$487.2K
162,980
-0%
减持
JPM
JPMORGAN CHASE & CO
+$486.0K
26,391
-4%
减持
EFG
ISHARES TR
+$485.6K
78,932
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$485.5K
797,553
-2%
增持
TSCO
TRACTOR SUPPLY CO
+$484.5K
6,104
+50%
减持
EFA
ISHARES TR
+$462.9K
102,283
-3%
减持
VTHR
VANGUARD SCOTTSDALE FDS
-$446.3K
1,940
-57%
减持
DFUV
DIMENSIONAL ETF TRUST
+$439.0K
150,410
-1%
减持
SCHB
SCHWAB STRATEGIC TR
+$408.4K
83,636
-2%
减持
UNP
UNION PAC CORP
+$402.1K
10,959
-3%
减持
JNJ
JOHNSON & JOHNSON
-$353.5K
26,211
-9%
减持
J
JACOBS SOLUTIONS INC
-$352.6K
16,996
-9%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$348.8K
38,556
-18%
减持
IVW
ISHARES TR
+$346.7K
419,030
-8%
减持
APH
AMPHENOL CORP NEW
+$324.8K
36,594
-7%
减持
EFV
ISHARES TR
+$297.9K
183,318
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$283.2K
25,788
-6%
减持
CSCO
CISCO SYS INC
-$252.4K
45,291
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$251.1K
14,313
-7%
减持
PANW
PALO ALTO NETWORKS INC
+$248.4K
14,797
-16%
减持
—
ACCENTURE PLC IRELAND
+$246.9K
10,937
-6%
建仓
MMT
MFS MULTIMARKET INCOME TR
+$240.0K
52,748
减持
EW
EDWARDS LIFESCIENCES CORP
+$232.6K
33,520
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$231.3K
8,832
+6%
清仓
LNN
LINDSAY CORP
-$229.5K
0
-100%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$227.7K
13,223
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$222.7K
16,550
-2%
减持
ECL
ECOLAB INC
+$217.4K
11,132
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$214.3K
19,173
+9%
减持
MS
MORGAN STANLEY
+$210.4K
26,848
-4%
减持
EMR
EMERSON ELEC CO
-$204.8K
19,661
-10%
减持
VNQ
VANGUARD INDEX FDS
+$201.2K
21,877
-4%
减持
MCD
MCDONALDS CORP
+$198.7K
7,721
-3%
减持
HON
HONEYWELL INTL INC
+$166.0K
12,581
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$163.9K
5,710
-10%
增持
VYM
VANGUARD WHITEHALL FDS
+$162.6K
17,727
+1%
减持
—
BLACKROCK INC
+$159.7K
1,103
-3%
增持
VGT
VANGUARD WORLD FDS
+$157.7K
1,093
+22%
增持
V
VISA INC
+$154.0K
1,267
+66%
建仓
—
BLACKROCK MUNIHOLDINGS QUALI
+$153.3K
15,303
减持
IWF
ISHARES TR
+$153.1K
4,714
-2%
清仓
MOAT
VANECK ETF TRUST
-$151.7K
0
-100%
减持
GOOGL
ALPHABET INC
+$151.5K
45,776
-4%
减持
CHD
CHURCH & DWIGHT CO INC
-$142.2K
32,636
-7%
减持
IUSB
ISHARES TR
-$141.0K
14,422
-22%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$137.1K
6,085
-31%
减持
ZTS
ZOETIS INC
+$135.8K
14,358
-7%
减持
BRO
BROWN & BROWN INC
-$130.7K
26,217
-8%
增持
SDY
SPDR SER TR
+$129.1K
12,394
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$126.1K
3,407
-34%
增持
NVDA
NVIDIA CORPORATION
+$126.0K
430
+115%
增持
—
EXXON MOBIL CORP
-$117.0K
13,899
+8%
建仓
IYY
ISHARES TR
+$116.5K
1,000
减持
IQV
IQVIA HLDGS INC
+$115.6K
7,367
-9%
减持
SBUX
STARBUCKS CORP
-$113.8K
19,088
-10%
减持
CAH
CARDINAL HEALTH INC
+$110.0K
14,143
-7%
减持
SCHX
SCHWAB STRATEGIC TR
+$106.8K
44,890
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$103.7K
1,622
+41%
增持
ABBV
ABBVIE INC
+$103.2K
5,745
+9%
增持
QCOM
QUALCOMM INC
+$102.8K
2,759
+3%
增持
HD
HOME DEPOT INC
+$99.8K
1,759
+4%
减持
CI
THE CIGNA GROUP
-$94.1K
1,800
-19%
增持
PFF
ISHARES TR
+$93.2K
4,148
+246%
增持
NKE
NIKE INC
+$92.7K
6,035
+3%
减持
DVY
ISHARES TR
+$88.7K
12,747
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$88.4K
33,325
-3%
减持
GLW
CORNING INC
-$88.1K
601
-83%
减持
MA
MASTERCARD INCORPORATED
+$87.6K
11,958
-6%
建仓
DNP
DNP SELECT INCOME FD INC
+$82.4K
9,641
增持
ABT
ABBOTT LABS
+$81.3K
4,781
+4%
清仓
—
TE CONNECTIVITY LTD
-$80.3K
0
-100%
增持
PRU
PRUDENTIAL FINL INC
+$79.5K
1,573
+79%
减持
TMUS
T-MOBILE US INC
+$79.1K
14,224
-10%
增持
XLE
SELECT SECTOR SPDR TR
-$79.0K
14,075
+1%
减持
IYW
ISHARES TR
-$76.3K
2,200
-33%
减持
DIS
DISNEY WALT CO
+$74.8K
18,190
-6%
增持
CTRA
COTERRA ENERGY INC
+$70.7K
74,225
+10%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$69.8K
3,091
-10%
增持
META
META PLATFORMS INC
+$68.9K
444
+51%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$67.9K
2,524
增持
QQQ
INVESCO QQQ TR
+$67.2K
510
+29%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$66.6K
0
-100%
减持
NEM
NEWMONT CORP
+$62.6K
22,298
-4%
减持
PFE
PFIZER INC
-$60.4K
13,274
-1%
增持
CVX
CHEVRON CORP NEW
-$60.4K
4,766
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$60.0K
1,717
+4%
建仓
—
WELLS FARGO CO NEW
+$59.8K
50
清仓
MAR
MARRIOTT INTL INC NEW
-$59.0K
0
-100%
增持
GOOG
ALPHABET INC
+$58.5K
2,955
+9%
建仓
AMAT
APPLIED MATLS INC
+$56.7K
350
增持
PG
PROCTER AND GAMBLE CO
+$56.5K
4,007
+10%
建仓
MCI
BARINGS CORPORATE INVS
+$56.4K
3,000
建仓
TXN
TEXAS INSTRS INC
+$55.4K
325
清仓
SO
SOUTHERN CO
-$54.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.2K
7,817
-5%
减持
SYK
STRYKER CORPORATION
+$53.5K
6,632
-6%
增持
DOW
DOW INC
+$52.3K
11,267
+3%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$51.2K
4,000
增持
SPGI
S&P GLOBAL INC
+$50.6K
144
+311%
建仓
IJK
ISHARES TR
+$50.6K
639
减持
BAC
BANK AMERICA CORP
-$49.9K
3,199
-44%
建仓
PGR
PROGRESSIVE CORP
+$47.8K
300
建仓
EOS
EATON VANCE ENHANCED EQUITY
+$46.8K
2,500
减持
DFIV
DIMENSIONAL ETF TRUST
-$46.6K
11,185
-15%
建仓
BX
BLACKSTONE INC
+$46.4K
355
建仓
FREL
FIDELITY COVINGTON TRUST
+$44.3K
1,664
减持
AXP
AMERICAN EXPRESS CO
-$44.2K
14
-96%
减持
—
MEDTRONIC PLC
-$43.6K
517
-53%
减持
IEMG
ISHARES INC
-$42.9K
13,225
-12%
