Bokf, NA
- SEC CIK
- 0000009634
- 最新申報
- 2026/8/10
2025 年第 2 季到 2025 年第 3 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 +$1,402 萬
- 加碼
- 388 檔
- 估計 +$2.19 億
- 減碼
- 424 檔
- 估計 −$1.82 億
- 清倉
- 157 檔
- 估計 −$1,737 萬
總值從 $61.7 億變成 $66.5 億（+$4.72 億 (+7.6%)），持股從 1,148 檔變成 1,080 檔（−68）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 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– | 1,280,0531,288,976 | −8,923−0.7% | $4.68 億$4.38 億 | −$326.1 萬 | 7.0%7.1% | −0.05 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 593,288631,059 | −37,771−6.0% | $3.63 億$3.58 億 | −$2,313 萬 | 5.5%5.8% | −0.34 |
| AAPLApple Inc. | 加碼歷史 | 867,536860,490 | +7,046+0.8% | $2.21 億$1.77 億 | +$179.4 萬 | 3.3%2.9% | +0.46 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 1,891,4081,882,434 | +8,974+0.5% | $2.13 億$2.03 億 | +$101.2 萬 | 3.2%3.3% | −0.08 |
| MSFTMicrosoft Corp | 減碼歷史 | 396,142404,218 | −8,076−2.0% | $2.05 億$2.01 億 | −$418.3 萬 | 3.1%3.3% | −0.17 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 3,705,9193,768,561 | −62,642−1.7% | $2.01 億$1.86 億 | −$339.4 萬 | 3.0%3.0% | 0.00 |
| NVDANVIDIA Corp | 減碼歷史 | 1,026,6431,076,103 | −49,460−4.6% | $1.92 億$1.70 億 | −$922.8 萬 | 2.9%2.8% | +0.13 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 1,684,6491,705,387 | −20,738−1.2% | $1.10 億$1.06 億 | −$135.3 萬 | 1.7%1.7% | −0.06 |
| AMZNAmazon Com Inc | 加碼歷史 | 479,027449,035 | +29,992+6.7% | $1.05 億$9,851 萬 | +$658.5 萬 | 1.6%1.6% | −0.01 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 966,636963,600 | +3,036+0.3% | $9,025 萬$8,614 萬 | +$28.3 萬 | 1.4%1.4% | −0.04 |
| AVGOBroadcom Inc. | 加碼歷史 | 265,920263,820 | +2,100+0.8% | $8,773 萬$7,272 萬 | +$69.3 萬 | 1.3%1.2% | +0.14 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 131,595131,894 | −299−0.2% | $8,767 萬$8,149 萬 | −$19.9 萬 | 1.3%1.3% | 0.00 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 130,277129,513 | +764+0.6% | $8,719 萬$8,041 萬 | +$51.1 萬 | 1.3%1.3% | +0.01 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 251,173248,410 | +2,763+1.1% | $7,923 萬$7,202 萬 | +$87.2 萬 | 1.2%1.2% | +0.03 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 129,079125,070 | +4,009+3.2% | $7,750 萬$6,899 萬 | +$240.7 萬 | 1.2%1.1% | +0.05 |
| GOOGAlphabet Inc. | 加碼歷史 | 298,141281,943 | +16,198+5.7% | $7,261 萬$5,001 萬 | +$394.5 萬 | 1.1%0.8% | +0.28 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 142,972147,397 | −4,425−3.0% | $6,857 萬$6,462 萬 | −$212.2 萬 | 1.0%1.0% | −0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 1,122,3351,114,964 | +7,371+0.7% | $6,725 萬$6,356 萬 | +$44.2 萬 | 1.0%1.0% | −0.02 |
| GOOGLAlphabet Inc. | 加碼歷史 | 275,969272,215 | +3,754+1.4% | $6,709 萬$4,797 萬 | +$91.3 萬 | 1.0%0.8% | +0.23 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 563,654622,197 | −58,543−9.4% | $6,698 萬$6,800 萬 | −$695.7 萬 | 1.0%1.1% | −0.09 |
| American Centy ETF Tr025072604 | 加碼– | 861,2538,973 | +852,280+9,498.3% | $6,469 萬$61.5 萬 | +$6,401 萬 | 1.0%<0.1% | +0.96 |
| AAONAaon, Inc. | 減碼歷史 | 681,598681,741 | −1430.0% | $6,369 萬$5,028 萬 | −$1.34 萬 | 1.0%0.8% | +0.14 |
| METAMeta Platforms, Inc. | 加碼歷史 | 80,22477,201 | +3,023+3.9% | $5,891 萬$5,698 萬 | +$222.0 萬 | 0.9%0.9% | −0.04 |
| WMTWalmart Inc. | 減碼歷史 | 547,676548,463 | −787−0.1% | $5,644 萬$5,363 萬 | −$8.11 萬 | 0.8%0.9% | −0.02 |
| ABBVAbbVie Inc. | 減碼歷史 | 237,009245,431 | −8,422−3.4% | $5,488 萬$4,556 萬 | −$195.0 萬 | 0.8%0.7% | +0.09 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 1,729,2881,713,040 | +16,248+0.9% | $4,721 萬$4,540 萬 | +$44.4 萬 | 0.7%0.7% | −0.02 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | 減碼– | 482,994499,198 | −16,204−3.2% | $4,631 萬$4,542 萬 | −$155.4 萬 | 0.7%0.7% | −0.04 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 97,37696,867 | +509+0.5% | $4,561 萬$4,113 萬 | +$23.8 萬 | 0.7%0.7% | +0.02 |
| PGProcter & Gamble Co | 減碼歷史 | 284,680301,361 | −16,681−5.5% | $4,374 萬$4,801 萬 | −$256.3 萬 | 0.7%0.8% | −0.12 |
| LLYEli Lilly & Co | 減碼歷史 | 56,22556,449 | −224−0.4% | $4,290 萬$4,400 萬 | −$17.1 萬 | 0.6%0.7% | −0.07 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 83,54191,644 | −8,103−8.8% | $4,200 萬$4,452 萬 | −$407.4 萬 | 0.6%0.7% | −0.09 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | 減碼– | 313,135317,319 | −4,184−1.3% | $4,062 萬$3,921 萬 | −$54.3 萬 | 0.6%0.6% | −0.02 |
| VVisa Inc. | 加碼歷史 | 112,607104,765 | +7,842+7.5% | $3,844 萬$3,720 萬 | +$267.7 萬 | 0.6%0.6% | −0.02 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 316,794321,034 | −4,240−1.3% | $3,824 萬$3,535 萬 | −$51.2 萬 | 0.6%0.6% | 0.00 |
| SPDR Series Trust78468R606 | 加碼– | 1,543,6631,523,072 | +20,591+1.4% | $3,696 萬$3,625 萬 | +$49.3 萬 | 0.6%0.6% | −0.03 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 352,147334,015 | +18,132+5.4% | $3,530 萬$3,313 萬 | +$181.8 萬 | 0.5%0.5% | −0.01 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 514,405515,633 | −1,228−0.2% | $3,520 萬$3,577 萬 | −$8.40 萬 | 0.5%0.6% | −0.05 |
| iShares Tr464288885 | 加碼– | 300,344299,156 | +1,188+0.4% | $3,420 萬$3,351 萬 | +$13.5 萬 | 0.5%0.5% | −0.03 |
| MCDMcDonalds Corp | 加碼歷史 | 108,266105,507 | +2,759+2.6% | $3,290 萬$3,083 萬 | +$83.8 萬 | 0.5%0.5% | 0.00 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | 減碼– | 558,431564,777 | −6,346−1.1% | $3,194 萬$3,071 萬 | −$36.3 萬 | 0.5%0.5% | −0.02 |
| HDHome Depot, Inc. | 加碼歷史 | 78,61877,983 | +635+0.8% | $3,186 萬$2,859 萬 | +$25.7 萬 | 0.5%0.5% | +0.02 |
| CVXChevron Corp | 加碼歷史 | 203,663175,328 | +28,335+16.2% | $3,163 萬$2,511 萬 | +$440.0 萬 | 0.5%0.4% | +0.07 |
| JNJJohnson & Johnson | 減碼歷史 | 168,123184,745 | −16,622−9.0% | $3,117 萬$2,822 萬 | −$308.2 萬 | 0.5%0.5% | +0.01 |
| KOCoca Cola Co | 加碼歷史 | 461,011436,564 | +24,447+5.6% | $3,057 萬$3,089 萬 | +$162.1 萬 | 0.5%0.5% | −0.04 |
| TSLATesla, Inc. | 加碼歷史 | 68,70564,276 | +4,429+6.9% | $3,055 萬$2,042 萬 | +$197.0 萬 | 0.5%0.3% | +0.13 |
| MAMastercard Inc | 加碼歷史 | 51,59251,483 | +109+0.2% | $2,935 萬$2,893 萬 | +$6.20 萬 | 0.4%0.5% | −0.03 |
| COSTCostco Wholesale Corp | 加碼歷史 | 29,93729,921 | +16+0.1% | $2,771 萬$2,962 萬 | +$1.48 萬 | 0.4%0.5% | −0.06 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 578,260425,900 | +152,360+35.8% | $2,679 萬$1,814 萬 | +$705.7 萬 | 0.4%0.3% | +0.11 |
| LMTLockheed Martin Corp | 減碼歷史 | 53,35155,771 | −2,420−4.3% | $2,663 萬$2,583 萬 | −$120.8 萬 | 0.4%0.4% | −0.02 |
| OKEONEOK Inc | 減碼歷史 | 362,668366,680 | −4,012−1.1% | $2,646 萬$2,993 萬 | −$29.3 萬 | 0.4%0.5% | −0.09 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 462,780445,175 | +17,605+4.0% | $2,642 萬$2,531 萬 | +$100.5 萬 | 0.4%0.4% | −0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 91,29288,747 | +2,545+2.9% | $2,576 萬$2,616 萬 | +$71.8 萬 | 0.4%0.4% | −0.04 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 176,804173,998 | +2,806+1.6% | $2,518 萬$2,413 萬 | +$40.0 萬 | 0.4%0.4% | −0.01 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 83,73980,453 | +3,286+4.1% | $2,460 萬$2,251 萬 | +$96.5 萬 | 0.4%0.4% | +0.01 |
| IAUiShares Gold Trust | 減碼歷史 | 312,656315,146 | −2,490−0.8% | $2,275 萬$1,965 萬 | −$18.1 萬 | 0.3%0.3% | +0.02 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 121,781119,033 | +2,748+2.3% | $2,271 萬$2,104 萬 | +$51.2 萬 | 0.3%0.3% | 0.00 |
| DUKDuke Energy CORP | 減碼歷史 | 182,944183,242 | −298−0.2% | $2,264 萬$2,162 萬 | −$3.69 萬 | 0.3%0.4% | −0.01 |
| EMREmerson Electric Co | 減碼歷史 | 169,129184,317 | −15,188−8.2% | $2,219 萬$2,457 萬 | −$199.2 萬 | 0.3%0.4% | −0.06 |
| SYFSynchrony Financial | 減碼歷史 | 307,451309,599 | −2,148−0.7% | $2,184 萬$2,066 萬 | −$15.3 萬 | 0.3%0.3% | −0.01 |
| iShares Tr464288877 | 加碼– | 318,419317,191 | +1,228+0.4% | $2,160 萬$2,014 萬 | +$8.33 萬 | 0.3%0.3% | 0.00 |
| SPGSimon Property Group Inc. | 減碼歷史 | 114,962115,632 | −670−0.6% | $2,157 萬$1,859 萬 | −$12.6 萬 | 0.3%0.3% | +0.02 |
| CAHCardinal Health Inc | 減碼歷史 | 137,208147,919 | −10,711−7.2% | $2,154 萬$2,485 萬 | −$168.1 萬 | 0.3%0.4% | −0.08 |
| AMGNAmgen Inc | 減碼歷史 | 75,87476,846 | −972−1.3% | $2,141 萬$2,146 萬 | −$27.4 萬 | 0.3%0.3% | −0.03 |
| WMBWilliams Companies, Inc. | 加碼歷史 | 334,534297,723 | +36,811+12.4% | $2,119 萬$1,870 萬 | +$233.2 萬 | 0.3%0.3% | +0.02 |
| ORCLOracle Corp | 加碼歷史 | 74,04064,886 | +9,154+14.1% | $2,082 萬$1,419 萬 | +$257.4 萬 | 0.3%0.2% | +0.08 |
| NFLXNetflix Inc | 加碼歷史 | 17,08516,045 | +1,040+6.5% | $2,048 萬$2,149 萬 | +$124.7 萬 | 0.3%0.3% | −0.04 |
| UNPUnion Pacific Corp | 加碼歷史 | 86,38685,871 | +515+0.6% | $2,042 萬$1,976 萬 | +$12.2 萬 | 0.3%0.3% | −0.01 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 97,294100,117 | −2,823−2.8% | $2,009 萬$1,956 萬 | −$58.3 萬 | 0.3%0.3% | −0.01 |
| GDGeneral Dynamics Corp | 減碼歷史 | 58,65659,468 | −812−1.4% | $2,000 萬$1,734 萬 | −$27.7 萬 | 0.3%0.3% | +0.02 |
| PEPPepsiCo Inc | 減碼歷史 | 137,048140,124 | −3,076−2.2% | $1,925 萬$1,850 萬 | −$43.2 萬 | 0.3%0.3% | −0.01 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 24,04025,477 | −1,437−5.6% | $1,914 萬$1,803 萬 | −$114.4 萬 | 0.3%0.3% | 0.00 |
| ABTAbbott Laboratories | 加碼歷史 | 140,308135,486 | +4,822+3.6% | $1,879 萬$1,843 萬 | +$64.6 萬 | 0.3%0.3% | −0.02 |
| DISWalt Disney Co | 減碼歷史 | 160,662169,078 | −8,416−5.0% | $1,840 萬$2,097 萬 | −$96.4 萬 | 0.3%0.3% | −0.06 |
| GEVGE Vernova Inc. | 加碼歷史 | 29,26527,127 | +2,138+7.9% | $1,800 萬$1,435 萬 | +$131.5 萬 | 0.3%0.2% | +0.04 |
| MSMorgan Stanley | 減碼歷史 | 111,980116,045 | −4,065−3.5% | $1,780 萬$1,635 萬 | −$64.6 萬 | 0.3%0.3% | 0.00 |
| AMATApplied Materials Inc | 減碼歷史 | 83,26386,292 | −3,029−3.5% | $1,705 萬$1,580 萬 | −$62.0 萬 | 0.3%0.3% | 0.00 |
| iShares Tr46434V803 | 加碼– | 428,583417,307 | +11,276+2.7% | $1,698 萬$1,584 萬 | +$44.7 萬 | 0.3%0.3% | 0.00 |
| CATCaterpillar Inc | 減碼歷史 | 35,41637,268 | −1,852−5.0% | $1,690 萬$1,447 萬 | −$88.4 萬 | 0.3%0.2% | +0.02 |
| FEFirstenergy Corp | 減碼歷史 | 366,448369,343 | −2,895−0.8% | $1,679 萬$1,487 萬 | −$13.3 萬 | 0.3%0.2% | +0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 50,16543,619 | +6,546+15.0% | $1,646 萬$1,326 萬 | +$214.8 萬 | 0.2%0.2% | +0.03 |
| TFCTruist Financial Corp | 加碼歷史 | 353,625353,245 | +380+0.1% | $1,617 萬$1,519 萬 | +$1.74 萬 | 0.2%0.2% | 0.00 |
| iShares Russell Midcap ETF464287499 | 減碼– | 163,538167,557 | −4,019−2.4% | $1,579 萬$1,541 萬 | −$38.8 萬 | 0.2%0.2% | −0.01 |
| ANETArista Networks, Inc. | 加碼歷史 | 106,09183,752 | +22,339+26.7% | $1,546 萬$856.9 萬 | +$325.5 萬 | 0.2%0.1% | +0.09 |
| iShares Tr46434V878 | 加碼– | 302,174295,935 | +6,239+2.1% | $1,534 萬$1,501 萬 | +$31.7 萬 | 0.2%0.2% | −0.01 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 43,79847,880 | −4,082−8.5% | $1,512 萬$1,494 萬 | −$141.0 萬 | 0.2%0.2% | −0.01 |
| ALLAllstate Corp | 加碼歷史 | 69,19768,661 | +536+0.8% | $1,485 萬$1,382 萬 | +$11.5 萬 | 0.2%0.2% | 0.00 |
| BLKBlackRock, Inc. | 減碼歷史 | 12,56612,709 | −143−1.1% | $1,465 萬$1,333 萬 | −$16.7 萬 | 0.2%0.2% | 0.00 |
| BACBank of America Corp | 減碼歷史 | 279,911296,597 | −16,686−5.6% | $1,444 萬$1,403 萬 | −$86.1 萬 | 0.2%0.2% | −0.01 |
| AEPAmerican Electric Power Co Inc | 加碼歷史 | 127,062126,504 | +558+0.4% | $1,429 萬$1,313 萬 | +$6.28 萬 | 0.2%0.2% | 0.00 |
| SPDR Series Trust78464A763 | 減碼– | 101,457110,033 | −8,576−7.8% | $1,421 萬$1,493 萬 | −$120.1 萬 | 0.2%0.2% | −0.03 |
| EVREvercore Inc. | 減碼歷史 | 40,64842,116 | −1,468−3.5% | $1,371 萬$1,137 萬 | −$49.5 萬 | 0.2%0.2% | +0.02 |
| BOKFBok Financial Corp | 減碼歷史 | 122,149124,987 | −2,838−2.3% | $1,361 萬$1,220 萬 | −$31.6 萬 | 0.2%0.2% | +0.01 |
| NOWServiceNow, Inc. | 加碼歷史 | 14,71314,037 | +676+4.8% | $1,354 萬$1,443 萬 | +$62.2 萬 | 0.2%0.2% | −0.03 |
| CDNSCadence Design Systems Inc | 加碼歷史 | 37,71436,313 | +1,401+3.9% | $1,325 萬$1,119 萬 | +$49.2 萬 | 0.2%0.2% | +0.02 |
| WFCWells Fargo & Company | 加碼歷史 | 158,010157,094 | +916+0.6% | $1,324 萬$1,259 萬 | +$7.68 萬 | 0.2%0.2% | 0.00 |
| HONHoneywell International Inc | 減碼歷史 | 62,85263,510 | −658−1.0% | $1,323 萬$1,479 萬 | −$13.9 萬 | 0.2%0.2% | −0.04 |
| MRKMerck & Co., Inc. | 減碼歷史 | 155,570193,475 | −37,905−19.6% | $1,306 萬$1,532 萬 | −$318.1 萬 | 0.2%0.2% | −0.05 |
| STAGSTAG Industrial, Inc. | 加碼歷史 | 369,736364,410 | +5,326+1.5% | $1,305 萬$1,322 萬 | +$18.8 萬 | 0.2%0.2% | −0.02 |
| PRUPrudential Financial Inc | 減碼歷史 | 125,322164,853 | −39,531−24.0% | $1,300 萬$1,771 萬 | −$410.1 萬 | 0.2%0.3% | −0.09 |
| CRMSalesforce, Inc. | 加碼歷史 | 54,65341,394 | +13,259+32.0% | $1,295 萬$1,129 萬 | +$314.2 萬 | 0.2%0.2% | +0.01 |
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。