Bokf, NA
- SEC CIK
- 0000009634
- 最新申報
- 2026/8/10
2022 年第 1 季到 2022 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 46 檔
- 估計 +$2,558 萬
- 加碼
- 375 檔
- 估計 +$1.79 億
- 減碼
- 428 檔
- 估計 −$1.38 億
- 清倉
- 113 檔
- 估計 −$7,153 萬
總值從 $60.7 億變成 $52.2 億（−$8.52 億 (−14.0%)），持股從 972 檔變成 905 檔（−67）。
2022 年第 2 季全部持倉2022 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 2 季，下面灰字是 2022 年第 1 季。兩季之間拆股的股票，2022 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| iShares Tr464287622 | 減碼– | 1,159,4551,202,740 | −43,285−3.6% | $2.41 億$3.01 億 | −$899.3 萬 | 4.6%5.0% | −0.34 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 2,078,6062,023,602 | +55,004+2.7% | $1.78 億$1.67 億 | +$471.1 萬 | 3.4%2.8% | +0.66 |
| AAPLApple Inc. | 加碼歷史 | 1,247,8771,242,411 | +5,466+0.4% | $1.71 億$2.17 億 | +$74.7 萬 | 3.3%3.6% | −0.30 |
| MSFTMicrosoft Corp | 加碼歷史 | 619,563614,742 | +4,821+0.8% | $1.59 億$1.90 億 | +$123.8 萬 | 3.1%3.1% | −0.07 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 361,157358,023 | +3,134+0.9% | $8,170 萬$9,607 萬 | +$70.9 萬 | 1.6%1.6% | −0.02 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 199,442194,864 | +4,578+2.3% | $7,524 萬$8,801 萬 | +$172.7 萬 | 1.4%1.5% | −0.01 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 1,105,6591,143,674 | −38,015−3.3% | $6,909 萬$8,417 萬 | −$237.6 萬 | 1.3%1.4% | −0.06 |
| JNJJohnson & Johnson | 加碼歷史 | 374,952366,438 | +8,514+2.3% | $6,656 萬$6,494 萬 | +$151.1 萬 | 1.3%1.1% | +0.21 |
| AMZNAmazon Com Inc | 減碼依 20 比 1 拆股換算歷史 | 606,542633,800 | −27,258−4.3% | $6,442 萬$1.03 億 | −$289.5 萬 | 1.2%1.7% | −0.47 |
| iShares Tr46434V878 | 加碼– | 1,276,8601,269,526 | +7,334+0.6% | $6,389 萬$6,367 萬 | +$36.7 萬 | 1.2%1.0% | +0.18 |
| ABBVAbbVie Inc. | 減碼歷史 | 409,260413,517 | −4,257−1.0% | $6,268 萬$6,704 萬 | −$65.2 萬 | 1.2%1.1% | +0.10 |
| GOOGAlphabet Inc. | 加碼歷史 | 26,03525,836 | +199+0.8% | $5,695 萬$7,216 萬 | +$43.5 萬 | 1.1%1.2% | −0.10 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 1,340,0101,308,313 | +31,697+2.4% | $5,581 萬$6,035 萬 | +$132.0 萬 | 1.1%1.0% | +0.08 |
| PGProcter & Gamble Co | 加碼歷史 | 367,832325,590 | +42,242+13.0% | $5,289 萬$4,975 萬 | +$607.4 萬 | 1.0%0.8% | +0.19 |
| GOOGLAlphabet Inc. | 加碼歷史 | 24,17523,186 | +989+4.3% | $5,268 萬$6,449 萬 | +$215.5 萬 | 1.0%1.1% | −0.05 |
| PEPPepsiCo Inc | 加碼歷史 | 311,025310,913 | +1120.0% | $5,184 萬$5,204 萬 | +$1.87 萬 | 1.0%0.9% | +0.14 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 123,990121,828 | +2,162+1.8% | $4,701 萬$5,527 萬 | +$82.0 萬 | 0.9%0.9% | −0.01 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 87,50483,630 | +3,874+4.6% | $4,495 萬$4,265 萬 | +$199.0 萬 | 0.9%0.7% | +0.16 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,055,3041,084,098 | −28,794−2.7% | $4,306 萬$5,207 萬 | −$117.5 萬 | 0.8%0.9% | −0.03 |
| iShares Select Dividend ETF464287168 | 加碼– | 356,351350,419 | +5,932+1.7% | $4,193 萬$4,490 萬 | +$69.8 萬 | 0.8%0.7% | +0.06 |
| KOCoca Cola Co | 加碼歷史 | 654,869644,855 | +10,014+1.6% | $4,120 萬$3,998 萬 | +$63.0 萬 | 0.8%0.7% | +0.13 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | 減碼– | 626,177631,692 | −5,515−0.9% | $3,991 萬$4,881 萬 | −$35.1 萬 | 0.8%0.8% | −0.04 |
| iShares Core S&P Small Cap ETF464287804 | 加碼– | 415,418368,369 | +47,049+12.8% | $3,839 萬$3,974 萬 | +$434.8 萬 | 0.7%0.7% | +0.08 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 328,823345,055 | −16,232−4.7% | $3,703 萬$4,704 萬 | −$182.8 萬 | 0.7%0.8% | −0.07 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 361,896265,143 | +96,753+36.5% | $3,680 萬$2,840 萬 | +$983.8 萬 | 0.7%0.5% | +0.24 |
| VZVerizon Communications Inc | 加碼歷史 | 723,739667,343 | +56,396+8.5% | $3,673 萬$3,399 萬 | +$286.2 萬 | 0.7%0.6% | +0.14 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 129,216130,546 | −1,330−1.0% | $3,622 萬$4,733 萬 | −$37.3 萬 | 0.7%0.8% | −0.09 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | 加碼– | 382,920377,402 | +5,518+1.5% | $3,615 萬$4,138 萬 | +$52.1 萬 | 0.7%0.7% | +0.01 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 130,623127,352 | +3,271+2.6% | $3,566 萬$4,494 萬 | +$89.3 萬 | 0.7%0.7% | −0.06 |
| MRKMerck & Co., Inc. | 加碼歷史 | 390,469322,214 | +68,255+21.2% | $3,560 萬$2,644 萬 | +$622.3 萬 | 0.7%0.4% | +0.25 |
| AVGOBroadcom Inc. | 加碼歷史 | 73,04972,532 | +517+0.7% | $3,549 萬$4,567 萬 | +$25.1 萬 | 0.7%0.8% | −0.07 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 790,430808,464 | −18,034−2.2% | $3,370 萬$4,508 萬 | −$76.9 萬 | 0.6%0.7% | −0.10 |
| HDHome Depot, Inc. | 減碼歷史 | 122,320126,582 | −4,262−3.4% | $3,355 萬$3,789 萬 | −$116.9 萬 | 0.6%0.6% | +0.02 |
| ABTAbbott Laboratories | 減碼歷史 | 308,139311,730 | −3,591−1.2% | $3,348 萬$3,690 萬 | −$39.0 萬 | 0.6%0.6% | +0.03 |
| CVXChevron Corp | 減碼歷史 | 225,734227,190 | −1,456−0.6% | $3,268 萬$3,699 萬 | −$21.1 萬 | 0.6%0.6% | +0.02 |
| PFEPfizer Inc | 加碼歷史 | 617,250610,685 | +6,565+1.1% | $3,236 萬$3,162 萬 | +$34.4 萬 | 0.6%0.5% | +0.10 |
| MCDMcDonalds Corp | 加碼歷史 | 128,725128,372 | +353+0.3% | $3,178 萬$3,174 萬 | +$8.71 萬 | 0.6%0.5% | +0.09 |
| LMTLockheed Martin Corp | 加碼歷史 | 70,83770,823 | +140.0% | $3,046 萬$3,126 萬 | +$6,019.42 | 0.6%0.5% | +0.07 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 55,00754,389 | +618+1.1% | $2,989 萬$3,213 萬 | +$33.6 萬 | 0.6%0.5% | +0.04 |
| UNPUnion Pacific Corp | 減碼歷史 | 139,221144,253 | −5,032−3.5% | $2,969 萬$3,941 萬 | −$107.3 萬 | 0.6%0.6% | −0.08 |
| WMTWalmart Inc. | 減碼歷史 | 240,730243,698 | −2,968−1.2% | $2,927 萬$3,629 萬 | −$36.1 萬 | 0.6%0.6% | −0.04 |
| iShares Tr464288885 | 減碼– | 338,052354,372 | −16,320−4.6% | $2,721 萬$3,412 萬 | −$131.4 萬 | 0.5%0.6% | −0.04 |
| AMGNAmgen Inc | 加碼歷史 | 111,813103,779 | +8,034+7.7% | $2,721 萬$2,510 萬 | +$195.5 萬 | 0.5%0.4% | +0.11 |
| COSTCostco Wholesale Corp | 加碼歷史 | 53,83651,797 | +2,039+3.9% | $2,580 萬$2,983 萬 | +$97.7 萬 | 0.5%0.5% | 0.00 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 115,333117,488 | −2,155−1.8% | $2,522 萬$3,262 萬 | −$47.1 萬 | 0.5%0.5% | −0.05 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 417,642406,817 | +10,825+2.7% | $2,521 萬$3,107 萬 | +$65.3 萬 | 0.5%0.5% | −0.03 |
| METAMeta Platforms, Inc. | 加碼歷史 | 155,417153,501 | +1,916+1.2% | $2,506 萬$3,413 萬 | +$30.9 萬 | 0.5%0.6% | −0.08 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 72,05664,102 | +7,954+12.4% | $2,500 萬$2,661 萬 | +$275.9 萬 | 0.5%0.4% | +0.04 |
| DUKDuke Energy CORP | 加碼歷史 | 232,111190,722 | +41,389+21.7% | $2,489 萬$2,130 萬 | +$443.8 萬 | 0.5%0.4% | +0.13 |
| AAONAaon, Inc. | 不變歷史 | 447,775447,775 | 00.0% | $2,452 萬$2,496 萬 | $0 | 0.5%0.4% | +0.06 |
| NVDANVIDIA Corp | 加碼歷史 | 161,200146,514 | +14,686+10.0% | $2,444 萬$3,998 萬 | +$222.6 萬 | 0.5%0.7% | −0.19 |
| OKEONEOK Inc | 加碼歷史 | 418,548417,698 | +850+0.2% | $2,323 萬$2,950 萬 | +$4.72 萬 | 0.4%0.5% | −0.04 |
| AEPAmerican Electric Power Co Inc | 加碼歷史 | 237,144116,583 | +120,561+103.4% | $2,275 萬$1,163 萬 | +$1,157 萬 | 0.4%0.2% | +0.24 |
| INTUIntuit Inc. | 加碼歷史 | 58,88858,116 | +772+1.3% | $2,270 萬$2,794 萬 | +$29.8 萬 | 0.4%0.5% | −0.03 |
| VVisa Inc. | 加碼歷史 | 113,718113,194 | +524+0.5% | $2,239 萬$2,510 萬 | +$10.3 萬 | 0.4%0.4% | +0.02 |
| ACNAccenture plc | 減碼歷史 | 79,81480,212 | −398−0.5% | $2,216 萬$2,705 萬 | −$11.1 萬 | 0.4%0.4% | −0.02 |
| Vanguard Real Estate ETF922908553 | 加碼– | 240,870239,580 | +1,290+0.5% | $2,195 萬$2,596 萬 | +$11.8 萬 | 0.4%0.4% | −0.01 |
| MAMastercard Inc | 減碼歷史 | 69,53870,543 | −1,005−1.4% | $2,194 萬$2,521 萬 | −$31.7 萬 | 0.4%0.4% | +0.01 |
| MDTMedtronic plc | 加碼歷史 | 241,497200,807 | +40,690+20.3% | $2,167 萬$2,228 萬 | +$365.2 萬 | 0.4%0.4% | +0.05 |
| TXNTexas Instruments Inc | 減碼歷史 | 140,508168,463 | −27,955−16.6% | $2,159 萬$3,091 萬 | −$429.5 萬 | 0.4%0.5% | −0.10 |
| DHRDanaher Corp | 減碼歷史 | 84,82189,772 | −4,951−5.5% | $2,150 萬$2,633 萬 | −$125.5 萬 | 0.4%0.4% | −0.02 |
| SPGIS&P Global Inc. | 加碼歷史 | 63,79662,925 | +871+1.4% | $2,150 萬$2,581 萬 | +$29.4 萬 | 0.4%0.4% | −0.01 |
| SPDR Series Trust78464A763 | 加碼– | 172,098167,899 | +4,199+2.5% | $2,043 萬$2,151 萬 | +$49.8 萬 | 0.4%0.4% | +0.04 |
| TSLATesla, Inc. | 加碼歷史 | 29,93128,120 | +1,811+6.4% | $2,016 萬$3,030 萬 | +$122.0 萬 | 0.4%0.5% | −0.11 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 102,363100,951 | +1,412+1.4% | $1,931 萬$2,298 萬 | +$26.6 萬 | 0.4%0.4% | −0.01 |
| AZNAstraZeneca PLC | 加碼歷史 | 290,743273,892 | +16,851+6.2% | $1,921 萬$1,817 萬 | +$111.3 萬 | 0.4%0.3% | +0.07 |
| iShares Tr464288877 | 減碼– | 438,157442,192 | −4,035−0.9% | $1,902 萬$2,223 萬 | −$17.5 萬 | 0.4%0.4% | 0.00 |
| PSXPhillips 66 | 加碼歷史 | 225,396223,850 | +1,546+0.7% | $1,848 萬$1,934 萬 | +$12.7 萬 | 0.4%0.3% | +0.04 |
| ELVElevance Health, Inc. | 加碼歷史 | 38,14337,516 | +627+1.7% | $1,841 萬$1,843 萬 | +$30.3 萬 | 0.4%0.3% | +0.05 |
| COPConocoPhillips | 加碼歷史 | 202,075181,967 | +20,108+11.1% | $1,815 萬$1,820 萬 | +$180.6 萬 | 0.3%0.3% | +0.05 |
| iShares Tr464288687 | 加碼– | 519,833460,279 | +59,554+12.9% | $1,709 萬$1,676 萬 | +$195.8 萬 | 0.3%0.3% | +0.05 |
| CMCSAComcast Corp | 減碼歷史 | 432,293504,468 | −72,175−14.3% | $1,696 萬$2,362 萬 | −$283.2 萬 | 0.3%0.4% | −0.06 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 123,165125,065 | −1,900−1.5% | $1,693 萬$1,948 萬 | −$26.1 萬 | 0.3%0.3% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 73,18269,826 | +3,356+4.8% | $1,631 萬$2,008 萬 | +$74.8 萬 | 0.3%0.3% | −0.02 |
| LLYEli Lilly & Co | 減碼歷史 | 50,10650,143 | −37−0.1% | $1,625 萬$1,436 萬 | −$1.20 萬 | 0.3%0.2% | +0.07 |
| RTXRTX Corp | 加碼歷史 | 168,833128,152 | +40,681+31.7% | $1,623 萬$1,270 萬 | +$391.0 萬 | 0.3%0.2% | +0.10 |
| PRUPrudential Financial Inc | 減碼歷史 | 165,514181,286 | −15,772−8.7% | $1,584 萬$2,142 萬 | −$150.9 萬 | 0.3%0.4% | −0.05 |
| CCICrown Castle Inc. | 加碼歷史 | 92,82589,630 | +3,195+3.6% | $1,563 萬$1,655 萬 | +$53.8 萬 | 0.3%0.3% | +0.03 |
| NEENextera Energy Inc | 加碼歷史 | 201,249200,180 | +1,069+0.5% | $1,559 萬$1,696 萬 | +$8.28 萬 | 0.3%0.3% | +0.02 |
| BLKBlackRock, Inc. | 減碼歷史 | 25,53826,753 | −1,215−4.5% | $1,556 萬$2,044 萬 | −$74.0 萬 | 0.3%0.3% | −0.04 |
| TGTTarget Corp | 加碼歷史 | 107,978105,694 | +2,284+2.2% | $1,525 萬$2,243 萬 | +$32.3 萬 | 0.3%0.4% | −0.08 |
| PANWPalo Alto Networks Inc | 減碼歷史 | 29,26129,709 | −448−1.5% | $1,445 萬$1,850 萬 | −$22.1 萬 | 0.3%0.3% | −0.03 |
| DISWalt Disney Co | 減碼歷史 | 149,963158,562 | −8,599−5.4% | $1,416 萬$2,175 萬 | −$81.2 萬 | 0.3%0.4% | −0.09 |
| CVSCVS Health Corp | 減碼歷史 | 152,160152,553 | −393−0.3% | $1,410 萬$1,544 萬 | −$3.64 萬 | 0.3%0.3% | +0.02 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 69,88369,246 | +637+0.9% | $1,377 萬$1,647 萬 | +$12.5 萬 | 0.3%0.3% | −0.01 |
| ADBEAdobe Inc. | 減碼歷史 | 36,71937,248 | −529−1.4% | $1,344 萬$1,697 萬 | −$19.4 萬 | 0.3%0.3% | −0.02 |
| EMREmerson Electric Co | 減碼歷史 | 168,952169,871 | −919−0.5% | $1,344 萬$1,666 萬 | −$7.31 萬 | 0.3%0.3% | −0.02 |
| iShares Russell Midcap ETF464287499 | 加碼– | 203,949202,434 | +1,515+0.7% | $1,319 萬$1,580 萬 | +$9.80 萬 | 0.3%0.3% | −0.01 |
| ORLYO Reilly Automotive Inc | 加碼歷史 | 20,77019,706 | +1,064+5.4% | $1,312 萬$1,350 萬 | +$67.2 萬 | 0.3%0.2% | +0.03 |
| CDNSCadence Design Systems Inc | 加碼歷史 | 86,16382,887 | +3,276+4.0% | $1,293 萬$1,363 萬 | +$49.1 萬 | 0.2%0.2% | +0.02 |
| IAUiShares Gold Trust | 加碼歷史 | 375,000366,697 | +8,303+2.3% | $1,287 萬$1,351 萬 | +$28.5 萬 | 0.2%0.2% | +0.02 |
| PXDPioneer Natural Resources Co | 加碼歷史 | 57,56154,701 | +2,860+5.2% | $1,284 萬$1,368 萬 | +$63.8 萬 | 0.2%0.2% | +0.02 |
| FEFirstenergy Corp | 加碼歷史 | 334,213325,271 | +8,942+2.7% | $1,283 萬$1,492 萬 | +$34.3 萬 | 0.2%0.2% | 0.00 |
| HONHoneywell International Inc | 加碼歷史 | 73,58069,299 | +4,281+6.2% | $1,279 萬$1,349 萬 | +$74.4 萬 | 0.2%0.2% | +0.02 |
| iShares Tr464287234 | 加碼– | 317,970299,274 | +18,696+6.2% | $1,275 萬$1,351 萬 | +$75.0 萬 | 0.2%0.2% | +0.02 |
| DOWDow Inc. | 加碼歷史 | 243,931240,120 | +3,811+1.6% | $1,259 萬$1,530 萬 | +$19.7 萬 | 0.2%0.3% | −0.01 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 161,812186,099 | −24,287−13.1% | $1,246 萬$1,359 萬 | −$187.0 萬 | 0.2%0.2% | +0.01 |
| MSMMSC Industrial Direct Co Inc | 減碼歷史 | 164,632164,728 | −96−0.1% | $1,237 萬$1,404 萬 | −$7,210.26 | 0.2%0.2% | +0.01 |
| iShares Tips Bond ETF464287176 | 減碼– | 107,865108,164 | −299−0.3% | $1,229 萬$1,347 萬 | −$3.41 萬 | 0.2%0.2% | +0.01 |
| BACBank of America Corp | 減碼歷史 | 393,400444,862 | −51,462−11.6% | $1,225 萬$1,834 萬 | −$160.2 萬 | 0.2%0.3% | −0.07 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。