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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 26
减持 110
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$21.5M
483,192
+7%
增持
VUG
VANGUARD INDEX FDS
+$13.7M
394,233
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$7.7M
1,184,690
-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。
减持
IEFA
ISHARES TR
-$4.7M
581,103
-0%
建仓
VV
VANGUARD INDEX FDS
+$4.4M
16,328
减持
ICSH
ISHARES TR
-$3.8M
100,453
-43%
增持
SCHB
SCHWAB STRATEGIC TR
-$3.2M
96,777
+20%
减持
IJR
ISHARES TR
-$2.4M
201,416
-8%
减持
VB
VANGUARD INDEX FDS
-$2.0M
55,175
-14%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
6,417
+106%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.9M
119,038
-20%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.9M
92,443
+55%
减持
BND
VANGUARD BD INDEX FDS
-$1.7M
41,159
-34%
减持
AVGO
BROADCOM INC
+$1.6M
36,132
-8%
减持
MSFT
MICROSOFT CORP
-$1.5M
17,775
-15%
建仓
ANET
ARISTA NETWORKS INC
+$1.5M
13,300
清仓
—
ARISTA NETWORKS INC
-$1.4M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$1.4M
154,619
-3%
减持
IVE
ISHARES TR
-$1.3M
103,220
-3%
减持
EFG
ISHARES TR
-$1.3M
60,231
-9%
减持
EFV
ISHARES TR
-$1.3M
157,199
-5%
减持
IVW
ISHARES TR
+$1.1M
347,100
-3%
减持
AGG
ISHARES TR
-$1.0M
41,360
-17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.0M
6,871
+303%
减持
XLE
SELECT SECTOR SPDR TR
-$908.4K
2,841
-78%
建仓
BLK
BLACKROCK INC
+$887.7K
866
减持
AMZN
AMAZON COM INC
+$883.5K
39,541
-5%
清仓
—
BLACKROCK INC
-$852.7K
0
-100%
减持
EFA
ISHARES TR
-$800.0K
98,664
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$767.9K
5,189
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$752.7K
6,486
-6%
增持
VXUS
VANGUARD STAR FDS
+$748.9K
1,113,805
+11%
增持
VTV
VANGUARD INDEX FDS
+$718.8K
573,448
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$714.5K
22,058
-30%
减持
MSI
MOTOROLA SOLUTIONS INC
-$642.2K
2,887
-34%
增持
SCHF
SCHWAB STRATEGIC TR
-$631.9K
327,575
+101%
减持
XYL
XYLEM INC
-$601.0K
25,889
-3%
减持
IWB
ISHARES TR
+$593.5K
224,477
-2%
增持
IJH
ISHARES TR
+$586.1K
1,337,829
+1%
减持
MCD
MCDONALDS CORP
-$575.3K
6,984
-18%
建仓
CRK
COMSTOCK RES INC
+$552.0K
30,298
减持
QUAL
ISHARES TR
-$536.2K
156,611
-1%
减持
PEP
PEPSICO INC
-$533.7K
18,797
-6%
减持
GOOGL
ALPHABET INC
+$526.9K
37,987
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$514.9K
19,935
-8%
减持
ZTS
ZOETIS INC
-$510.8K
10,274
-8%
减持
IQV
IQVIA HLDGS INC
-$505.7K
6,618
-13%
增持
IWR
ISHARES TR
+$486.1K
7,057
+352%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$462.2K
8,779
-9%
减持
SLB
SCHLUMBERGER LTD
-$449.4K
49,878
-11%
增持
NVO
NOVO-NORDISK A S
-$394.3K
12,047
+0%
减持
LOW
LOWES COS INC
-$381.0K
9,491
-6%
减持
IWM
ISHARES TR
-$377.2K
15,849
-10%
减持
HD
HOME DEPOT INC
-$367.4K
1,793
-32%
建仓
NEAR
ISHARES U S ETF TR
+$366.1K
7,249
建仓
MINT
PIMCO ETF TR
+$365.2K
3,625
减持
JNJ
JOHNSON & JOHNSON
-$363.1K
11,713
-8%
减持
ECL
ECOLAB INC
-$353.1K
8,678
-7%
减持
NVDA
NVIDIA CORPORATION
-$335.3K
3,655
-46%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$335.2K
7,032
+221%
减持
JPM
JPMORGAN CHASE & CO.
+$325.8K
22,122
-6%
增持
TSCO
TRACTOR SUPPLY CO
-$311.1K
21,355
+330%
减持
ABBV
ABBVIE INC
-$310.9K
5,622
-15%
减持
CAT
CATERPILLAR INC
-$303.1K
482
-61%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$297.6K
1,983
-16%
减持
UNP
UNION PAC CORP
-$291.2K
8,518
-6%
减持
—
EXXON MOBIL CORP
-$288.9K
16,988
-6%
减持
DFUV
DIMENSIONAL ETF TRUST
-$275.1K
133,646
-3%
减持
PG
PROCTER AND GAMBLE CO
-$268.0K
3,404
-30%
减持
COST
COSTCO WHSL CORP NEW
-$267.8K
5,211
-8%
减持
SYK
STRYKER CORPORATION
-$259.0K
4,466
-14%
减持
ABT
ABBOTT LABS
-$257.5K
13,155
-14%
减持
CHD
CHURCH & DWIGHT CO INC
-$257.3K
24,311
-9%
建仓
BIV
VANGUARD BD INDEX FDS
+$252.7K
3,382
减持
SDY
SPDR SER TR
-$250.5K
7,738
-14%
减持
—
ACCENTURE PLC IRELAND
-$248.7K
8,257
-7%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$248.0K
21,109
-19%
减持
IEMG
ISHARES INC
-$246.8K
8,423
-30%
减持
VNQ
VANGUARD INDEX FDS
-$243.6K
15,429
-6%
减持
BRO
BROWN & BROWN INC
-$241.1K
18,720
-10%
减持
CTRA
COTERRA ENERGY INC
-$235.6K
40,262
-24%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$217.4K
22,876
-12%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$211.5K
9,099
-14%
减持
INTU
INTUIT
-$206.1K
6,964
-6%
减持
BDX
BECTON DICKINSON & CO
-$200.7K
2,106
-25%
减持
AMTM
AMENTUM HOLDINGS INC
-$198.9K
10,807
-18%
减持
DOW
DOW INC
-$194.7K
9,875
-9%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$192.9K
1,293
+443%
减持
KO
COCA COLA CO
-$192.5K
7,450
-18%
减持
WMT
WALMART INC
+$192.0K
25,251
-3%
增持
TSLA
TESLA INC
+$190.4K
1,247
+4%
减持
—
DUPONT DE NEMOURS INC
-$189.3K
8,777
-9%
减持
MS
MORGAN STANLEY
+$189.1K
18,851
-10%
减持
—
HESS CORP
-$182.0K
3,950
-24%
减持
TMUS
T-MOBILE US INC
-$179.9K
8,863
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$175.0K
1,349
-37%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$175.0K
6,395
+0%
减持
IUSB
ISHARES TR
-$174.7K
8,586
-28%
减持
TXN
TEXAS INSTRS INC
-$173.8K
449
-64%
减持
FANG
DIAMONDBACK ENERGY INC
-$169.1K
4,829
-13%
减持
IWY
ISHARES TR
-$168.8K
567
-59%
减持
CVX
CHEVRON CORP NEW
-$162.5K
5,053
-17%
减持
MDLZ
MONDELEZ INTL INC
-$162.1K
1,910
-49%
减持
J
JACOBS SOLUTIONS INC
-$156.4K
11,426
-11%
减持
CRM
SALESFORCE INC
+$153.8K
4,921
-10%
减持
QCOM
QUALCOMM INC
-$146.7K
1,530
-32%
减持
TIP
ISHARES TR
-$142.8K
74
-95%
减持
FTV
FORTIVE CORP
-$139.7K
9,156
-13%
减持
NSC
NORFOLK SOUTHN CORP
-$139.6K
305
-64%
减持
MMM
3M CO
-$131.1K
166
-85%
增持
SCHX
SCHWAB STRATEGIC TR
+$130.0K
103,662
+209%
减持
DE
DEERE & CO
-$127.9K
941
-25%
减持
IVV
ISHARES TR
-$118.1K
118,500
-2%
减持
WM
WASTE MGMT INC DEL
-$117.0K
5,778
-7%
减持
BSV
VANGUARD BD INDEX FDS
-$115.9K
121
-92%
建仓
FNDX
SCHWAB STRATEGIC TR
+$115.1K
4,860
增持
VGT
VANGUARD WORLD FD
+$113.5K
1,047
+14%
减持
NKE
NIKE INC
-$111.1K
6,085
-6%
减持
CAH
CARDINAL HEALTH INC
-$110.6K
8,192
-16%
减持
CI
THE CIGNA GROUP
-$109.1K
1,172
-6%
增持
GE
GE AEROSPACE
+$107.4K
877
+324%
减持
VTI
VANGUARD INDEX FDS
+$105.3K
18,763
-0%
减持
HEFA
ISHARES TR
-$103.9K
64,736
-3%
建仓
OEF
ISHARES TR
+$93.9K
325
建仓
XLY
SELECT SECTOR SPDR TR
+$93.6K
417
减持
AMAT
APPLIED MATLS INC
-$92.4K
115
-79%
减持
YUM
YUM BRANDS INC
-$91.2K
3,723
-12%
增持
IWO
ISHARES TR
+$88.1K
387
+372%
减持
DVY
ISHARES TR
-$84.6K
10,909
-3%
减持
COP
CONOCOPHILLIPS
-$83.5K
3,625
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$83.3K
3,267
-37%
减持
PAYX
PAYCHEX INC
-$82.7K
8
-99%
减持
EW
EDWARDS LIFESCIENCES CORP
+$82.6K
12,098
-2%
减持
APH
AMPHENOL CORP NEW
-$81.1K
54,274
-8%
增持
PAVE
GLOBAL X FDS
+$79.9K
2,478
+396%
增持
PANW
PALO ALTO NETWORKS INC
-$76.6K
23,388
+85%
减持
BA
BOEING CO
-$75.7K
2
-100%
增持
IWP
ISHARES TR
+$74.3K
2,156
+27%
建仓
FNDA
SCHWAB STRATEGIC TR
+$72.3K
2,436
减持
IWX
ISHARES TR
-$72.0K
745
-54%
减持
GIS
GENERAL MLS INC
-$65.0K
23
-97%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$62.0K
15,293
-5%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$61.6K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$59.4K
1,711
+106%
减持
BAC
BANK AMERICA CORP
-$59.1K
2,438
-42%
增持
GEV
GE VERNOVA INC
+$58.8K
218
+327%
减持
DFIV
DIMENSIONAL ETF TRUST
-$57.7K
8,545
-10%
减持
IWV
ISHARES TR
+$57.7K
8,754
-0%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$56.5K
5,895
-8%
减持
PFE
PFIZER INC
-$53.8K
13,866
-5%
