BOK Financial Private Wealth, Inc. 13F 持仓 · 2026年Q2
BOK Financial Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 780 只证券，申报市值合计 19.50 亿美元。前几大持仓：VOO（17.91%）、VEA（9.92%）、VUG（9.44%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $349.2M | 17.91% | 508,379 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $193.5M | 9.92% | 2.7M | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $184.1M | 9.44% | 2.1M | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $126.9M | 6.51% | 582,494 | 增持 |
| 5 | ICSH | ISHARES TR | $106.1M | 5.44% | 2.1M | 增持 |
| 6 | VTIP | VANGUARD MALVERN FDS | $102.0M | 5.23% | 2.0M | 增持 |
| 7 | IJH | ISHARES TR | $92.3M | 4.74% | 1.2M | 减持 |
| 8 | IVV | ISHARES TR | $79.0M | 4.05% | 105,489 | 减持 |
| 9 | IWB | ISHARES TR | $79.0M | 4.05% | 192,855 | 减持 |
| 10 | IEFA | ISHARES TR | $52.1M | 2.67% | 539,455 | 减持 |
| 11 | VCRB | VANGUARD MALVERN FDS | $50.7M | 2.60% | 655,898 | 增持 |
| 12 | VO | VANGUARD INDEX FDS | $47.0M | 2.41% | 583,370 | 增持 |
| 13 | IVW | ISHARES TR | $35.9M | 1.84% | 261,173 | 减持 |
| 14 | QUAL | ISHARES TR | $30.2M | 1.55% | 137,745 | 减持 |
| 15 | IAUM | ISHARES GOLD TRUST MICRO | $29.9M | 1.53% | 747,968 | 减持 |
| 16 | VXUS | VANGUARD STAR FDS | $28.3M | 1.45% | 330,495 | 减持 |
| 17 | IJR | ISHARES TR | $21.9M | 1.12% | 147,821 | 减持 |
| 18 | IVE | ISHARES TR | $20.1M | 1.03% | 88,595 | 减持 |
| 19 | AAPL | APPLE INC | $16.4M | 0.84% | 56,621 | 减持 |
| 20 | GOOGL | ALPHABET INC | $11.3M | 0.58% | 31,525 | 减持 |
| 21 | VB | VANGUARD INDEX FDS | $11.1M | 0.57% | 36,657 | 减持 |
| 22 | EFV | ISHARES TR | $10.8M | 0.55% | 140,640 | 减持 |
| 23 | EFA | ISHARES TR | $9.8M | 0.50% | 94,196 | 减持 |
| 24 | AVGO | BROADCOM INC | $9.4M | 0.48% | 25,001 | 减持 |
| 25 | SCHF | SCHWAB STRATEGIC TR | $9.1M | 0.47% | 329,496 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR