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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 48
减持 91
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$56.5M
59,635
-94%
增持
VOO
VANGUARD INDEX FDS
+$28.9M
451,344
+8%
增持
VUG
VANGUARD INDEX FDS
+$12.8M
385,802
+7%
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
VTV
VANGUARD INDEX FDS
+$10.1M
552,019
+3%
增持
VXUS
VANGUARD STAR FDS
+$9.3M
1,002,281
+9%
减持
IJR
ISHARES TR
-$5.0M
219,282
-24%
减持
IJH
ISHARES TR
+$4.2M
1,328,210
-1%
减持
BND
VANGUARD BD INDEX FDS
-$3.9M
62,349
-48%
减持
ICSH
ISHARES TR
-$3.3M
175,632
-27%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
1,218,118
-2%
减持
IWB
ISHARES TR
+$2.7M
228,137
-2%
减持
IVV
ISHARES TR
+$2.5M
121,141
-2%
减持
VB
VANGUARD INDEX FDS
-$2.3M
64,226
-20%
减持
EW
EDWARDS LIFESCIENCES CORP
-$2.2M
12,320
-63%
减持
VO
VANGUARD INDEX FDS
+$1.6M
160,108
-4%
减持
AAPL
APPLE INC
+$1.5M
77,139
-1%
减持
IEFA
ISHARES TR
+$1.4M
583,060
-4%
减持
DXCM
DEXCOM INC
-$1.3M
166
-99%
减持
GOOGL
ALPHABET INC
-$1.2M
40,181
-7%
增持
ABT
ABBOTT LABS
+$1.2M
15,310
+181%
减持
XYL
XYLEM INC
-$1.1M
26,695
-23%
减持
IVE
ISHARES TR
+$1.0M
106,621
-3%
减持
HD
HOME DEPOT INC
-$924.2K
2,628
-55%
减持
AMZN
AMAZON COM INC
-$849.0K
41,815
-6%
减持
DIS
DISNEY WALT CO
-$817.3K
13,270
-37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$795.0K
9,650
+8%
减持
AGG
ISHARES TR
-$793.3K
49,646
-17%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$770.1K
2
+100%
增持
MCD
MCDONALDS CORP
+$766.3K
8,538
+19%
增持
JNJ
JOHNSON & JOHNSON
+$714.7K
12,693
+38%
减持
ITT
ITT INC
-$712.0K
19,616
-30%
减持
—
EXXON MOBIL CORP
-$699.0K
18,054
-26%
减持
LULU
LULULEMON ATHLETICA INC
-$665.7K
17
-99%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$658.9K
16,152
-47%
减持
APH
AMPHENOL CORP NEW
-$608.9K
59,073
-11%
减持
SLB
SCHLUMBERGER LTD
-$607.5K
56,243
-11%
减持
EFV
ISHARES TR
+$603.4K
165,535
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$592.3K
5,605
+8%
减持
QUAL
ISHARES TR
+$589.7K
158,536
-3%
增持
PEP
PEPSICO INC
+$573.8K
20,102
+17%
增持
MSI
MOTOROLA SOLUTIONS INC
+$570.7K
4,393
+21%
减持
INTU
INTUIT
-$509.7K
7,380
-5%
减持
PSTG
PURE STORAGE INC
-$491.6K
18,707
-16%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$489.6K
6,389
+39%
减持
EFA
ISHARES TR
+$460.9K
98,768
-1%
减持
J
JACOBS SOLUTIONS INC
-$441.3K
12,858
-15%
减持
CTRA
COTERRA ENERGY INC
-$439.0K
52,770
-17%
建仓
AMTM
AMENTUM HOLDINGS INC
+$426.2K
13,215
增持
AVGO
BROADCOM INC
-$423.0K
39,487
+776%
清仓
XLK
SELECT SECTOR SPDR TR
-$417.2K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$411.0K
33,498
-20%
增持
IQV
IQVIA HLDGS INC
+$407.9K
7,622
+15%
减持
PANW
PALO ALTO NETWORKS INC
-$396.9K
12,675
-9%
减持
XLV
SELECT SECTOR SPDR TR
-$390.3K
18
-99%
增持
YUM
YUM BRANDS INC
+$389.9K
4,228
+179%
增持
RYN
RAYONIER INC
+$383.4K
37,272
+33%
减持
SCHF
SCHWAB STRATEGIC TR
+$375.4K
162,744
-0%
减持
HON
HONEYWELL INTL INC
-$364.4K
10,308
-12%
减持
LOW
LOWES COS INC
+$360.1K
10,055
-6%
减持
MA
MASTERCARD INCORPORATED
+$334.1K
10,823
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$333.9K
6,899
-5%
增持
CAT
CATERPILLAR INC
+$322.1K
1,222
+161%
减持
VBR
VANGUARD INDEX FDS
-$308.2K
143
-92%
增持
MSFT
MICROSOFT CORP
-$295.6K
20,919
+1%
减持
SDY
SPDR SER TR
-$288.2K
8,960
-27%
减持
VTI
VANGUARD INDEX FDS
+$286.7K
18,774
-0%
减持
CHD
CHURCH & DWIGHT CO INC
-$286.2K
26,766
-10%
减持
FANG
DIAMONDBACK ENERGY INC
-$281.3K
5,570
-10%
减持
EMR
EMERSON ELEC CO
-$272.3K
15,203
-13%
减持
SCHB
SCHWAB STRATEGIC TR
+$271.6K
80,588
-0%
增持
NVDA
NVIDIA CORPORATION
+$271.3K
6,801
+51%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$269.9K
149,191
-12%
增持
MDLZ
MONDELEZ INTL INC
+$260.8K
3,737
+1413%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$236.7K
21,697
-9%
减持
—
HESS CORP
-$231.1K
5,209
-18%
增持
PG
PROCTER AND GAMBLE CO
+$223.6K
4,842
+30%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$221.8K
26,021
-18%
减持
MS
MORGAN STANLEY
-$220.6K
20,921
-15%
减持
COST
COSTCO WHSL CORP NEW
-$217.2K
5,688
-8%
增持
WM
WASTE MGMT INC DEL
+$213.7K
6,180
+23%
增持
PM
PHILIP MORRIS INTL INC
+$208.6K
1,950
+550%
增持
ABBV
ABBVIE INC
+$204.4K
6,633
+3%
增持
DE
DEERE & CO
+$203.2K
1,261
+46%
减持
DFUV
DIMENSIONAL ETF TRUST
+$197.2K
137,777
-2%
减持
NUSC
NUSHARES ETF TR
-$196.5K
6,312
-47%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$191.0K
2,133
+32%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$188.5K
0
-100%
增持
KO
COCA COLA CO
+$183.3K
9,072
+23%
增持
BDX
BECTON DICKINSON & CO
+$170.4K
2,814
+29%
减持
WMT
WALMART INC
+$169.2K
25,940
-9%
增持
VYM
VANGUARD WHITEHALL FDS
+$167.8K
17,181
+0%
减持
QCOM
QUALCOMM INC
-$167.8K
2,245
-19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$167.0K
25,919
+7%
增持
CVX
CHEVRON CORP NEW
+$160.8K
6,073
+29%
减持
JPM
JPMORGAN CHASE & CO.
-$158.7K
23,603
-7%
建仓
MO
ALTRIA GROUP INC
+$156.2K
3,000
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$154.6K
13,948
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$146.8K
850
+183%
减持
NULG
NUSHARES ETF TR
-$144.3K
1,841
-50%
增持
TIP
ISHARES TR
+$142.8K
1,364
+1743%
增持
YUMC
YUM CHINA HLDGS INC
+$140.2K
4,142
+176%
增持
MMM
3M CO
+$135.6K
1,116
+572%
增持
TXN
TEXAS INSTRS INC
+$135.3K
1,249
+98%
减持
TSCO
TRACTOR SUPPLY CO
-$133.2K
4,964
-15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$132.6K
5,181
+59%
减持
IWM
ISHARES TR
+$132.6K
17,562
-5%
减持
CSCO
CISCO SYS INC
+$127.4K
25,932
-2%
减持
SYK
STRYKER CORPORATION
-$126.8K
5,167
-12%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$119.5K
10,527
-20%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$119.2K
2,357
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$117.7K
31,442
-1%
减持
FTV
FORTIVE CORP
-$114.7K
10,470
-18%
增持
VVX
V2X INC
+$110.6K
7,942
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$108.2K
4,786
+85%
减持
COP
CONOCOPHILLIPS
-$99.9K
4,208
-11%
增持
—
DUPONT DE NEMOURS INC
+$99.1K
9,635
+2%
减持
VNQ
VANGUARD INDEX FDS
-$98.8K
16,471
-19%
增持
TRP
TC ENERGY CORP
+$95.0K
1,990
减持
EFG
ISHARES TR
-$94.7K
66,107
-6%
减持
NULV
NUSHARES ETF TR
-$90.8K
3,522
-44%
增持
GOOG
ALPHABET INC
+$88.3K
3,771
+28%
减持
DVY
ISHARES TR
+$87.8K
11,230
-5%
减持
CRM
SALESFORCE INC
-$87.7K
5,448
-11%
建仓
PAYX
PAYCHEX INC
+$83.9K
625
减持
NOW
SERVICENOW INC
-$80.0K
1,331
-18%
建仓
BA
BOEING CO
+$76.0K
500
减持
NKE
NIKE INC
+$75.9K
6,467
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$75.1K
3,111
-1%
减持
META
META PLATFORMS INC
-$72.5K
455
-31%
增持
SHEL
SHELL PLC
+$69.6K
2,454
+92%
建仓
MPC
MARATHON PETE CORP
+$69.2K
425
减持
—
ACCENTURE PLC IRELAND
+$69.2K
8,921
-12%
增持
CTVA
CORTEVA INC
+$66.8K
6,294
+12%
建仓
GIS
GENERAL MLS INC
+$66.5K
900
增持
IWF
ISHARES TR
+$64.4K
4,418
+1%
清仓
VLO
VALERO ENERGY CORP
-$58.8K
0
-100%
减持
VOT
VANGUARD INDEX FDS
-$57.7K
955
-24%
减持
CLOU
GLOBAL X FDS
-$56.1K
888
-77%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$55.1K
2,189
-33%
减持
BP
BP PLC
-$54.4K
2,805
-29%
增持
AXP
AMERICAN EXPRESS CO
+$54.3K
212
+1414%
减持
ECL
ECOLAB INC
-$54.1K
9,348
-9%
减持
SCHD
SCHWAB STRATEGIC TR
-$52.0K
19,741
-10%
建仓
PSA
PUBLIC STORAGE OPER CO
+$51.7K
142
增持
PFE
PFIZER INC
+$50.3K
14,572
+10%
减持
RJF
RAYMOND JAMES FINL INC
-$50.3K
70
-85%
减持
GS
GOLDMAN SACHS GROUP INC
-$49.6K
70
-62%
减持
DUK
DUKE ENERGY CORP NEW
-$49.5K
61
-89%
建仓
NFLX
NETFLIX INC
+$48.9K
69
减持
IUSB
ISHARES TR
-$48.9K
11,943
-12%
