Bokf, NA
- SEC CIK
- 0000009634
- 最新申報
- 2026/8/10
2025 年第 1 季到 2025 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
- 89 檔
- 估計 +$3,621 萬
- 加碼
- 306 檔
- 估計 +$3.61 億
- 減碼
- 494 檔
- 估計 −$2.74 億
- 清倉
- 221 檔
- 估計 −$3,497 萬
總值從 $56.6 億變成 $61.7 億（+$5.19 億 (+9.2%)），持股從 1,280 檔變成 1,148 檔（−132）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 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 | 加碼– | 1,288,9761,268,112 | +20,864+1.6% | $4.38 億$3.89 億 | +$708.5 萬 | 7.1%6.9% | +0.21 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 631,059572,570 | +58,489+10.2% | $3.58 億$2.94 億 | +$3,322 萬 | 5.8%5.2% | +0.60 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 1,882,4341,883,557 | −1,123−0.1% | $2.03 億$2.24 億 | −$12.1 萬 | 3.3%4.0% | −0.67 |
| MSFTMicrosoft Corp | 減碼歷史 | 404,218411,620 | −7,402−1.8% | $2.01 億$1.55 億 | −$368.2 萬 | 3.3%2.7% | +0.52 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 3,768,5613,116,442 | +652,119+20.9% | $1.86 億$1.41 億 | +$3,225 萬 | 3.0%2.5% | +0.52 |
| AAPLApple Inc. | 加碼歷史 | 860,490854,302 | +6,188+0.7% | $1.77 億$1.90 億 | +$127.0 萬 | 2.9%3.4% | −0.50 |
| NVDANVIDIA Corp | 加碼歷史 | 1,076,1031,056,925 | +19,178+1.8% | $1.70 億$1.15 億 | +$303.0 萬 | 2.8%2.0% | +0.73 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 1,705,3872,068,072 | −362,685−17.5% | $1.06 億$1.21 億 | −$2,249 萬 | 1.7%2.1% | −0.42 |
| AMZNAmazon Com Inc | 減碼歷史 | 449,035449,867 | −832−0.2% | $9,851 萬$8,559 萬 | −$18.3 萬 | 1.6%1.5% | +0.08 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 963,600969,717 | −6,117−0.6% | $8,614 萬$7,925 萬 | −$54.7 萬 | 1.4%1.4% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 131,894131,554 | +340+0.3% | $8,149 萬$7,359 萬 | +$21.0 萬 | 1.3%1.3% | +0.02 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 129,513125,544 | +3,969+3.2% | $8,041 萬$7,054 萬 | +$246.4 萬 | 1.3%1.2% | +0.05 |
| AVGOBroadcom Inc. | 減碼歷史 | 263,820270,310 | −6,490−2.4% | $7,272 萬$4,526 萬 | −$178.9 萬 | 1.2%0.8% | +0.38 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 248,410247,008 | +1,402+0.6% | $7,202 萬$6,059 萬 | +$40.6 萬 | 1.2%1.1% | +0.09 |
| Invesco QQQ Trust Series I46090E103 | 減碼– | 125,070125,277 | −207−0.2% | $6,899 萬$5,874 萬 | −$11.4 萬 | 1.1%1.0% | +0.08 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 622,197775,128 | −152,931−19.7% | $6,800 萬$8,106 萬 | −$1,671 萬 | 1.1%1.4% | −0.33 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 147,397128,006 | +19,391+15.1% | $6,462 萬$4,747 萬 | +$850.1 萬 | 1.0%0.8% | +0.21 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,114,9641,041,566 | +73,398+7.0% | $6,356 萬$5,294 萬 | +$418.4 萬 | 1.0%0.9% | +0.09 |
| METAMeta Platforms, Inc. | 減碼歷史 | 77,20181,661 | −4,460−5.5% | $5,698 萬$4,707 萬 | −$329.2 萬 | 0.9%0.8% | +0.09 |
| WMTWalmart Inc. | 減碼歷史 | 548,463601,025 | −52,562−8.7% | $5,363 萬$5,276 萬 | −$514.0 萬 | 0.9%0.9% | −0.06 |
| AAONAaon, Inc. | 加碼歷史 | 681,741681,598 | +1430.0% | $5,028 萬$5,325 萬 | +$1.05 萬 | 0.8%0.9% | −0.13 |
| GOOGAlphabet Inc. | 減碼歷史 | 281,943294,840 | −12,897−4.4% | $5,001 萬$4,606 萬 | −$228.8 萬 | 0.8%0.8% | 0.00 |
| PGProcter & Gamble Co | 加碼歷史 | 301,361287,187 | +14,174+4.9% | $4,801 萬$4,894 萬 | +$225.8 萬 | 0.8%0.9% | −0.09 |
| GOOGLAlphabet Inc. | 減碼歷史 | 272,215289,333 | −17,118−5.9% | $4,797 萬$4,474 萬 | −$301.7 萬 | 0.8%0.8% | −0.01 |
| ABBVAbbVie Inc. | 減碼歷史 | 245,431250,179 | −4,748−1.9% | $4,556 萬$5,242 萬 | −$88.1 萬 | 0.7%0.9% | −0.19 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | 減碼– | 499,198503,060 | −3,862−0.8% | $4,542 萬$4,189 萬 | −$35.1 萬 | 0.7%0.7% | −0.01 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 1,713,0401,606,063 | +106,977+6.7% | $4,540 萬$4,491 萬 | +$283.5 萬 | 0.7%0.8% | −0.06 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 91,64490,112 | +1,532+1.7% | $4,452 萬$4,799 萬 | +$74.4 萬 | 0.7%0.8% | −0.13 |
| LLYEli Lilly & Co | 減碼歷史 | 56,44957,059 | −610−1.1% | $4,400 萬$4,713 萬 | −$47.6 萬 | 0.7%0.8% | −0.12 |
| iShares Russell 1000 Growth ETF464287614 | 減碼– | 96,86797,362 | −495−0.5% | $4,113 萬$3,516 萬 | −$21.0 萬 | 0.7%0.6% | +0.04 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | 減碼– | 317,319321,739 | −4,420−1.4% | $3,921 萬$3,852 萬 | −$54.6 萬 | 0.6%0.7% | −0.05 |
| VVisa Inc. | 加碼歷史 | 104,76579,859 | +24,906+31.2% | $3,720 萬$2,799 萬 | +$884.3 萬 | 0.6%0.5% | +0.11 |
| SPDR Series Trust78468R606 | 加碼– | 1,523,0721,514,425 | +8,647+0.6% | $3,625 萬$3,547 萬 | +$20.6 萬 | 0.6%0.6% | −0.04 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 515,633520,503 | −4,870−0.9% | $3,577 萬$3,212 萬 | −$33.8 萬 | 0.6%0.6% | +0.01 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 321,034347,346 | −26,312−7.6% | $3,535 萬$3,224 萬 | −$289.7 萬 | 0.6%0.6% | 0.00 |
| iShares Tr464288885 | 加碼– | 299,156297,911 | +1,245+0.4% | $3,351 萬$2,979 萬 | +$13.9 萬 | 0.5%0.5% | +0.02 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 減碼– | 334,015337,198 | −3,183−0.9% | $3,313 萬$3,336 萬 | −$31.6 萬 | 0.5%0.6% | −0.05 |
| KOCoca Cola Co | 加碼歷史 | 436,564401,157 | +35,407+8.8% | $3,089 萬$2,873 萬 | +$250.5 萬 | 0.5%0.5% | −0.01 |
| MCDMcDonalds Corp | 減碼歷史 | 105,507110,043 | −4,536−4.1% | $3,083 萬$3,437 萬 | −$132.5 萬 | 0.5%0.6% | −0.11 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | 加碼– | 564,777120,588 | +444,189+368.4% | $3,071 萬$617.2 萬 | +$2,415 萬 | 0.5%0.1% | +0.39 |
| OKEONEOK Inc | 減碼歷史 | 366,680374,881 | −8,201−2.2% | $2,993 萬$3,720 萬 | −$66.9 萬 | 0.5%0.7% | −0.17 |
| COSTCostco Wholesale Corp | 減碼歷史 | 29,92131,508 | −1,587−5.0% | $2,962 萬$2,980 萬 | −$157.1 萬 | 0.5%0.5% | −0.05 |
| MAMastercard Inc | 減碼歷史 | 51,48351,659 | −176−0.3% | $2,893 萬$2,832 萬 | −$9.89 萬 | 0.5%0.5% | −0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 77,98380,913 | −2,930−3.6% | $2,859 萬$2,965 萬 | −$107.4 萬 | 0.5%0.5% | −0.06 |
| JNJJohnson & Johnson | 減碼歷史 | 184,745186,673 | −1,928−1.0% | $2,822 萬$3,096 萬 | −$29.5 萬 | 0.5%0.5% | −0.09 |
| IBMInternational Business Machines Corp | 加碼歷史 | 88,74759,712 | +29,035+48.6% | $2,616 萬$1,485 萬 | +$855.9 萬 | 0.4%0.3% | +0.16 |
| LMTLockheed Martin Corp | 減碼歷史 | 55,77162,485 | −6,714−10.7% | $2,583 萬$2,791 萬 | −$311.0 萬 | 0.4%0.5% | −0.08 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 445,175419,460 | +25,715+6.1% | $2,531 萬$2,397 萬 | +$146.2 萬 | 0.4%0.4% | −0.01 |
| CVXChevron Corp | 加碼歷史 | 175,328174,398 | +930+0.5% | $2,511 萬$2,918 萬 | +$13.3 萬 | 0.4%0.5% | −0.11 |
| CAHCardinal Health Inc | 加碼歷史 | 147,919142,357 | +5,562+3.9% | $2,485 萬$1,961 萬 | +$93.4 萬 | 0.4%0.3% | +0.06 |
| EMREmerson Electric Co | 加碼歷史 | 184,317158,281 | +26,036+16.4% | $2,457 萬$1,735 萬 | +$347.1 萬 | 0.4%0.3% | +0.09 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 173,998163,208 | +10,790+6.6% | $2,413 萬$1,918 萬 | +$149.6 萬 | 0.4%0.3% | +0.05 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 80,45374,666 | +5,787+7.8% | $2,251 萬$1,931 萬 | +$161.9 萬 | 0.4%0.3% | +0.02 |
| DUKDuke Energy CORP | 減碼歷史 | 183,242185,417 | −2,175−1.2% | $2,162 萬$2,262 萬 | −$25.7 萬 | 0.4%0.4% | −0.05 |
| NFLXNetflix Inc | 減碼歷史 | 16,04516,248 | −203−1.2% | $2,149 萬$1,515 萬 | −$27.2 萬 | 0.3%0.3% | +0.08 |
| AMGNAmgen Inc | 加碼歷史 | 76,84667,838 | +9,008+13.3% | $2,146 萬$2,113 萬 | +$251.5 萬 | 0.3%0.4% | −0.03 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 119,03395,483 | +23,550+24.7% | $2,104 萬$1,649 萬 | +$416.2 萬 | 0.3%0.3% | +0.05 |
| DISWalt Disney Co | 減碼歷史 | 169,078176,016 | −6,938−3.9% | $2,097 萬$1,737 萬 | −$86.0 萬 | 0.3%0.3% | +0.03 |
| SYFSynchrony Financial | 減碼歷史 | 309,599309,856 | −257−0.1% | $2,066 萬$1,640 萬 | −$1.72 萬 | 0.3%0.3% | +0.04 |
| TSLATesla, Inc. | 減碼歷史 | 64,27667,593 | −3,317−4.9% | $2,042 萬$1,752 萬 | −$105.4 萬 | 0.3%0.3% | +0.02 |
| iShares Tr464288877 | 減碼– | 317,191324,834 | −7,643−2.4% | $2,014 萬$1,915 萬 | −$48.5 萬 | 0.3%0.3% | −0.01 |
| UNPUnion Pacific Corp | 加碼歷史 | 85,87184,410 | +1,461+1.7% | $1,976 萬$1,994 萬 | +$33.6 萬 | 0.3%0.4% | −0.03 |
| IAUiShares Gold Trust | 加碼歷史 | 315,146306,133 | +9,013+2.9% | $1,965 萬$1,805 萬 | +$56.2 萬 | 0.3%0.3% | 0.00 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 100,117123,937 | −23,820−19.2% | $1,956 萬$2,362 萬 | −$465.5 萬 | 0.3%0.4% | −0.10 |
| WMBWilliams Companies, Inc. | 加碼歷史 | 297,723206,109 | +91,614+44.4% | $1,870 萬$1,232 萬 | +$575.4 萬 | 0.3%0.2% | +0.09 |
| SPGSimon Property Group Inc. | 加碼歷史 | 115,63227,611 | +88,021+318.8% | $1,859 萬$458.6 萬 | +$1,415 萬 | 0.3%0.1% | +0.22 |
| PEPPepsiCo Inc | 減碼歷史 | 140,124183,461 | −43,337−23.6% | $1,850 萬$2,751 萬 | −$572.2 萬 | 0.3%0.5% | −0.19 |
| ABTAbbott Laboratories | 減碼歷史 | 135,486135,767 | −281−0.2% | $1,843 萬$1,801 萬 | −$3.82 萬 | 0.3%0.3% | −0.02 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 425,900475 | +425,425+89,563.2% | $1,814 萬$1.94 萬 | +$1,812 萬 | 0.3%<0.1% | +0.29 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 25,47725,909 | −432−1.7% | $1,803 萬$1,415 萬 | −$30.6 萬 | 0.3%0.3% | +0.04 |
| PRUPrudential Financial Inc | 減碼歷史 | 164,853204,542 | −39,689−19.4% | $1,771 萬$2,284 萬 | −$426.4 萬 | 0.3%0.4% | −0.12 |
| GDGeneral Dynamics Corp | 減碼歷史 | 59,46860,074 | −606−1.0% | $1,734 萬$1,637 萬 | −$17.7 萬 | 0.3%0.3% | −0.01 |
| MSMorgan Stanley | 減碼歷史 | 116,045145,945 | −29,900−20.5% | $1,635 萬$1,703 萬 | −$421.2 萬 | 0.3%0.3% | −0.04 |
| iShares Tr46434V803 | 減碼– | 417,307419,722 | −2,415−0.6% | $1,584 萬$1,523 萬 | −$9.17 萬 | 0.3%0.3% | −0.01 |
| AMATApplied Materials Inc | 減碼歷史 | 86,29288,998 | −2,706−3.0% | $1,580 萬$1,292 萬 | −$49.5 萬 | 0.3%0.2% | +0.03 |
| iShares Russell Midcap ETF464287499 | 減碼– | 167,557167,623 | −660.0% | $1,541 萬$1,426 萬 | −$6,070.02 | 0.2%0.3% | 0.00 |
| MRKMerck & Co., Inc. | 減碼歷史 | 193,475212,667 | −19,192−9.0% | $1,532 萬$1,909 萬 | −$151.9 萬 | 0.2%0.3% | −0.09 |
| TFCTruist Financial Corp | 減碼歷史 | 353,245359,455 | −6,210−1.7% | $1,519 萬$1,479 萬 | −$26.7 萬 | 0.2%0.3% | −0.02 |
| iShares Tr46434V878 | 加碼– | 295,935256,615 | +39,320+15.3% | $1,501 萬$1,301 萬 | +$199.4 萬 | 0.2%0.2% | +0.01 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 47,88059,795 | −11,915−19.9% | $1,494 萬$3,132 萬 | −$371.7 萬 | 0.2%0.6% | −0.31 |
| SPDR Series Trust78464A763 | 減碼– | 110,033110,340 | −307−0.3% | $1,493 萬$1,497 萬 | −$4.17 萬 | 0.2%0.3% | −0.02 |
| FEFirstenergy Corp | 加碼歷史 | 369,343364,453 | +4,890+1.3% | $1,487 萬$1,473 萬 | +$19.7 萬 | 0.2%0.3% | −0.02 |
| HONHoneywell International Inc | 加碼歷史 | 63,51059,874 | +3,636+6.1% | $1,479 萬$1,268 萬 | +$84.7 萬 | 0.2%0.2% | +0.02 |
| CATCaterpillar Inc | 減碼歷史 | 37,26837,473 | −205−0.5% | $1,447 萬$1,236 萬 | −$7.96 萬 | 0.2%0.2% | +0.02 |
| NOWServiceNow, Inc. | 加碼歷史 | 14,03713,962 | +75+0.5% | $1,443 萬$1,112 萬 | +$7.71 萬 | 0.2%0.2% | +0.04 |
| GEVGE Vernova Inc. | 減碼歷史 | 27,12732,790 | −5,663−17.3% | $1,435 萬$1,001 萬 | −$299.7 萬 | 0.2%0.2% | +0.06 |
| ORCLOracle Corp | 減碼歷史 | 64,88667,374 | −2,488−3.7% | $1,419 萬$942.0 萬 | −$54.4 萬 | 0.2%0.2% | +0.06 |
| BACBank of America Corp | 加碼歷史 | 296,597294,988 | +1,609+0.5% | $1,403 萬$1,231 萬 | +$7.61 萬 | 0.2%0.2% | +0.01 |
| ALLAllstate Corp | 加碼歷史 | 68,66143,397 | +25,264+58.2% | $1,382 萬$898.6 萬 | +$508.6 萬 | 0.2%0.2% | +0.06 |
| SYKStryker Corp | 減碼歷史 | 34,63135,211 | −580−1.6% | $1,370 萬$1,311 萬 | −$22.9 萬 | 0.2%0.2% | −0.01 |
| BLKBlackRock, Inc. | 減碼歷史 | 12,70915,205 | −2,496−16.4% | $1,333 萬$1,439 萬 | −$261.9 萬 | 0.2%0.3% | −0.04 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 43,61943,096 | +523+1.2% | $1,326 萬$1,184 萬 | +$15.9 萬 | 0.2%0.2% | +0.01 |
| STAGSTAG Industrial, Inc. | 減碼歷史 | 364,410375,807 | −11,397−3.0% | $1,322 萬$1,357 萬 | −$41.3 萬 | 0.2%0.2% | −0.03 |
| AEPAmerican Electric Power Co Inc | 減碼歷史 | 126,504129,763 | −3,259−2.5% | $1,313 萬$1,418 萬 | −$33.8 萬 | 0.2%0.3% | −0.04 |
| EXEExpand Energy Corp | 加碼歷史 | 111,13935,145 | +75,994+216.2% | $1,300 萬$391.2 萬 | +$888.7 萬 | 0.2%0.1% | +0.14 |
| iShares Tr464288612 | 不變– | 119,080119,080 | 00.0% | $1,272 萬$1,262 萬 | $0 | 0.2%0.2% | −0.02 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 23,20317,150 | +6,053+35.3% | $1,261 萬$849.4 萬 | +$328.9 萬 | 0.2%0.2% | +0.05 |
| WFCWells Fargo & Company | 加碼歷史 | 157,094153,201 | +3,893+2.5% | $1,259 萬$1,100 萬 | +$31.2 萬 | 0.2%0.2% | +0.01 |
| iShares Russell Mid-Cap Value ETF464287473 | 加碼– | 94,44494,388 | +56+0.1% | $1,248 萬$1,189 萬 | +$7,399.84 | 0.2%0.2% | −0.01 |
| ETEnergy Transfer LP | 減碼歷史 | 686,163850,163 | −164,000−19.3% | $1,244 萬$1,580 萬 | −$297.3 萬 | 0.2%0.3% | −0.08 |
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。