Bokf, NA
- SEC CIK
- 0000009634
- 最新申報
- 2026/8/10
2025 年第 3 季到 2025 年第 4 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
- 62 檔
- 估計 +$2,584 萬
- 加碼
- 145 檔
- 估計 +$2.21 億
- 減碼
- 615 檔
- 估計 −$4.65 億
- 清倉
- 146 檔
- 估計 −$2,625 萬
總值從 $66.5 億變成 $65.3 億（−$1.13 億 (−1.7%)），持股從 1,080 檔變成 996 檔（−84）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 年第 3 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– | 1,297,1491,280,053 | +17,096+1.3% | $4.84 億$4.68 億 | +$638.4 萬 | 7.4%7.0% | +0.38 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 592,711593,288 | −577−0.1% | $3.72 億$3.63 億 | −$36.2 萬 | 5.7%5.5% | +0.22 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 1,821,0871,891,408 | −70,321−3.7% | $2.19 億$2.13 億 | −$846.2 萬 | 3.4%3.2% | +0.15 |
| AAPLApple Inc. | 減碼歷史 | 789,065867,536 | −78,471−9.0% | $2.15 億$2.21 億 | −$2,133 萬 | 3.3%3.3% | −0.04 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 3,280,8503,705,919 | −425,069−11.5% | $1.76 億$2.01 億 | −$2,285 萬 | 2.7%3.0% | −0.32 |
| MSFTMicrosoft Corp | 減碼歷史 | 357,060396,142 | −39,082−9.9% | $1.73 億$2.05 億 | −$1,890 萬 | 2.6%3.1% | −0.44 |
| NVDANVIDIA Corp | 減碼歷史 | 925,3571,026,643 | −101,286−9.9% | $1.73 億$1.92 億 | −$1,889 萬 | 2.6%2.9% | −0.24 |
| American Centy ETF Tr025072604 | 加碼– | 1,446,151861,253 | +584,898+67.9% | $1.11 億$6,469 萬 | +$4,505 萬 | 1.7%1.0% | +0.73 |
| iShares Core S&P Mid-Cap ETF464287507 | 減碼– | 1,676,6901,684,649 | −7,959−0.5% | $1.11 億$1.10 億 | −$52.5 萬 | 1.7%1.7% | +0.04 |
| AMZNAmazon Com Inc | 減碼歷史 | 432,908479,027 | −46,119−9.6% | $9,992 萬$1.05 億 | −$1,065 萬 | 1.5%1.6% | −0.05 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 132,423131,595 | +828+0.6% | $9,030 萬$8,767 萬 | +$56.5 萬 | 1.4%1.3% | +0.06 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 130,151130,277 | −126−0.1% | $8,915 萬$8,719 萬 | −$8.63 萬 | 1.4%1.3% | +0.05 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 925,553966,636 | −41,083−4.3% | $8,888 萬$9,025 萬 | −$394.5 萬 | 1.4%1.4% | 0.00 |
| AVGOBroadcom Inc. | 減碼歷史 | 254,283265,920 | −11,637−4.4% | $8,801 萬$8,773 萬 | −$402.8 萬 | 1.3%1.3% | +0.03 |
| GOOGAlphabet Inc. | 減碼歷史 | 269,452298,141 | −28,689−9.6% | $8,455 萬$7,261 萬 | −$900.3 萬 | 1.3%1.1% | +0.20 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 129,505129,079 | +426+0.3% | $7,956 萬$7,750 萬 | +$26.2 萬 | 1.2%1.2% | +0.05 |
| GOOGLAlphabet Inc. | 減碼歷史 | 253,640275,969 | −22,329−8.1% | $7,939 萬$6,709 萬 | −$698.9 萬 | 1.2%1.0% | +0.21 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 238,648251,173 | −12,525−5.0% | $7,690 萬$7,923 萬 | −$403.6 萬 | 1.2%1.2% | −0.02 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 140,202142,972 | −2,770−1.9% | $6,840 萬$6,857 萬 | −$135.1 萬 | 1.0%1.0% | +0.02 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 1,083,7301,122,335 | −38,605−3.4% | $6,770 萬$6,725 萬 | −$241.2 萬 | 1.0%1.0% | +0.02 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 534,678563,654 | −28,976−5.1% | $6,426 萬$6,698 萬 | −$348.2 萬 | 1.0%1.0% | −0.02 |
| WMTWalmart Inc. | 減碼歷史 | 532,112547,676 | −15,564−2.8% | $5,928 萬$5,644 萬 | −$173.4 萬 | 0.9%0.8% | +0.06 |
| LLYEli Lilly & Co | 減碼歷史 | 52,33056,225 | −3,895−6.9% | $5,624 萬$4,290 萬 | −$418.6 萬 | 0.9%0.6% | +0.22 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 532,779352,147 | +180,632+51.3% | $5,321 萬$3,530 萬 | +$1,804 萬 | 0.8%0.5% | +0.28 |
| AAONAaon, Inc. | 加碼歷史 | 681,758681,598 | +1600.0% | $5,198 萬$6,369 萬 | +$1.22 萬 | 0.8%1.0% | −0.16 |
| ABBVAbbVie Inc. | 減碼歷史 | 220,743237,009 | −16,266−6.9% | $5,044 萬$5,488 萬 | −$371.7 萬 | 0.8%0.8% | −0.05 |
| Schwab US Dividend Equity ETF808524797 | 加碼– | 1,756,1131,729,288 | +26,825+1.6% | $4,817 萬$4,721 萬 | +$73.6 萬 | 0.7%0.7% | +0.03 |
| iShares Russell 1000 Growth ETF464287614 | 加碼– | 101,39397,376 | +4,017+4.1% | $4,799 萬$4,561 萬 | +$190.1 萬 | 0.7%0.7% | +0.05 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 387,565316,794 | +70,771+22.3% | $4,777 萬$3,824 萬 | +$872.3 萬 | 0.7%0.6% | +0.16 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | 減碼– | 475,753482,994 | −7,241−1.5% | $4,609 萬$4,631 萬 | −$70.2 萬 | 0.7%0.7% | +0.01 |
| METAMeta Platforms, Inc. | 減碼歷史 | 67,66480,224 | −12,560−15.7% | $4,466 萬$5,891 萬 | −$829.1 萬 | 0.7%0.9% | −0.20 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 79,21083,541 | −4,331−5.2% | $3,981 萬$4,200 萬 | −$217.7 萬 | 0.6%0.6% | −0.02 |
| SPDR Series Trust78468R606 | 減碼– | 1,533,0681,543,663 | −10,595−0.7% | $3,629 萬$3,696 萬 | −$25.1 萬 | 0.6%0.6% | 0.00 |
| iShares Tr464288885 | 加碼– | 316,764300,344 | +16,420+5.5% | $3,609 萬$3,420 萬 | +$187.1 萬 | 0.6%0.5% | +0.04 |
| VVisa Inc. | 減碼歷史 | 102,302112,607 | −10,305−9.2% | $3,588 萬$3,844 萬 | −$361.4 萬 | 0.5%0.6% | −0.03 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | 減碼– | 268,394313,135 | −44,741−14.3% | $3,532 萬$4,062 萬 | −$588.7 萬 | 0.5%0.6% | −0.07 |
| PGProcter & Gamble Co | 減碼歷史 | 239,367284,680 | −45,313−15.9% | $3,430 萬$4,374 萬 | −$649.4 萬 | 0.5%0.7% | −0.13 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 437,027514,405 | −77,378−15.0% | $3,366 萬$3,520 萬 | −$596.0 萬 | 0.5%0.5% | −0.01 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | 減碼– | 553,900558,431 | −4,531−0.8% | $3,208 萬$3,194 萬 | −$26.2 萬 | 0.5%0.5% | +0.01 |
| JNJJohnson & Johnson | 減碼歷史 | 154,991168,123 | −13,132−7.8% | $3,208 萬$3,117 萬 | −$271.8 萬 | 0.5%0.5% | +0.02 |
| MCDMcDonalds Corp | 減碼歷史 | 102,727108,266 | −5,539−5.1% | $3,140 萬$3,290 萬 | −$169.3 萬 | 0.5%0.5% | −0.01 |
| CVXChevron Corp | 加碼歷史 | 205,289203,663 | +1,626+0.8% | $3,129 萬$3,163 萬 | +$24.8 萬 | 0.5%0.5% | 0.00 |
| KOCoca Cola Co | 減碼歷史 | 444,639461,011 | −16,372−3.6% | $3,108 萬$3,057 萬 | −$114.5 萬 | 0.5%0.5% | +0.02 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | 加碼– | 625,365578,260 | +47,105+8.1% | $2,930 萬$2,679 萬 | +$220.7 萬 | 0.4%0.4% | +0.05 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 135,66897,294 | +38,374+39.4% | $2,877 萬$2,009 萬 | +$813.8 萬 | 0.4%0.3% | +0.14 |
| TSLATesla, Inc. | 減碼歷史 | 62,23068,705 | −6,475−9.4% | $2,799 萬$3,055 萬 | −$291.2 萬 | 0.4%0.5% | −0.03 |
| J P Morgan Exchange Traded F46641Q332 | 加碼– | 487,439462,780 | +24,659+5.3% | $2,790 萬$2,642 萬 | +$141.1 萬 | 0.4%0.4% | +0.03 |
| MAMastercard Inc | 減碼歷史 | 46,43351,592 | −5,159−10.0% | $2,651 萬$2,935 萬 | −$294.5 萬 | 0.4%0.4% | −0.04 |
| OKEONEOK Inc | 減碼歷史 | 354,423362,668 | −8,245−2.3% | $2,605 萬$2,646 萬 | −$60.6 萬 | 0.4%0.4% | 0.00 |
| iShares Russell Midcap ETF464287499 | 加碼– | 270,276163,538 | +106,738+65.3% | $2,602 萬$1,579 萬 | +$1,028 萬 | 0.4%0.2% | +0.16 |
| CAHCardinal Health Inc | 減碼歷史 | 126,183137,208 | −11,025−8.0% | $2,593 萬$2,154 萬 | −$226.6 萬 | 0.4%0.3% | +0.07 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 88,12783,739 | +4,388+5.2% | $2,558 萬$2,460 萬 | +$127.3 萬 | 0.4%0.4% | +0.02 |
| iShares Russell Mid-Cap Growth ETF464287481 | 加碼– | 184,476176,804 | +7,672+4.3% | $2,526 萬$2,518 萬 | +$105.1 萬 | 0.4%0.4% | +0.01 |
| IBMInternational Business Machines Corp | 減碼歷史 | 85,05191,292 | −6,241−6.8% | $2,519 萬$2,576 萬 | −$184.9 萬 | 0.4%0.4% | 0.00 |
| HDHome Depot, Inc. | 減碼歷史 | 72,82478,618 | −5,794−7.4% | $2,506 萬$3,186 萬 | −$199.4 萬 | 0.4%0.5% | −0.10 |
| IAUiShares Gold Trust | 減碼歷史 | 295,211312,656 | −17,445−5.6% | $2,396 萬$2,275 萬 | −$141.6 萬 | 0.4%0.3% | +0.02 |
| GEVGE Vernova Inc. | 加碼歷史 | 36,45929,265 | +7,194+24.6% | $2,383 萬$1,800 萬 | +$470.2 萬 | 0.4%0.3% | +0.09 |
| iShares Tr464288877 | 加碼– | 332,028318,419 | +13,609+4.3% | $2,371 萬$2,160 萬 | +$97.2 萬 | 0.4%0.3% | +0.04 |
| COSTCostco Wholesale Corp | 減碼歷史 | 26,59329,937 | −3,344−11.2% | $2,293 萬$2,771 萬 | −$288.4 萬 | 0.4%0.4% | −0.07 |
| AMGNAmgen Inc | 減碼歷史 | 69,47075,874 | −6,404−8.4% | $2,274 萬$2,141 萬 | −$209.6 萬 | 0.3%0.3% | +0.03 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 114,889121,781 | −6,892−5.7% | $2,194 萬$2,271 萬 | −$131.6 萬 | 0.3%0.3% | −0.01 |
| WMBWilliams Companies, Inc. | 加碼歷史 | 354,065334,534 | +19,531+5.8% | $2,128 萬$2,119 萬 | +$117.4 萬 | 0.3%0.3% | +0.01 |
| SYFSynchrony Financial | 減碼歷史 | 243,269307,451 | −64,182−20.9% | $2,030 萬$2,184 萬 | −$535.5 萬 | 0.3%0.3% | −0.02 |
| DUKDuke Energy CORP | 減碼歷史 | 171,820182,944 | −11,124−6.1% | $2,014 萬$2,264 萬 | −$130.4 萬 | 0.3%0.3% | −0.03 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 22,47924,040 | −1,561−6.5% | $1,976 萬$1,914 萬 | −$137.2 萬 | 0.3%0.3% | +0.01 |
| SPGSimon Property Group Inc. | 減碼歷史 | 105,972114,962 | −8,990−7.8% | $1,962 萬$2,157 萬 | −$166.4 萬 | 0.3%0.3% | −0.02 |
| AMATApplied Materials Inc | 減碼歷史 | 76,26283,263 | −7,001−8.4% | $1,960 萬$1,705 萬 | −$179.9 萬 | 0.3%0.3% | +0.04 |
| iShares Russell 1000 Value ETF464287598 | 加碼– | 92,52156,203 | +36,318+64.6% | $1,946 萬$1,144 萬 | +$763.9 萬 | 0.3%0.2% | +0.13 |
| GDGeneral Dynamics Corp | 減碼歷史 | 57,33558,656 | −1,321−2.3% | $1,930 萬$2,000 萬 | −$44.5 萬 | 0.3%0.3% | −0.01 |
| EMREmerson Electric Co | 減碼歷史 | 142,573169,129 | −26,556−15.7% | $1,892 萬$2,219 萬 | −$352.5 萬 | 0.3%0.3% | −0.04 |
| MSMorgan Stanley | 減碼歷史 | 105,330111,980 | −6,650−5.9% | $1,870 萬$1,780 萬 | −$118.1 萬 | 0.3%0.3% | +0.02 |
| ABTAbbott Laboratories | 加碼歷史 | 147,016140,308 | +6,708+4.8% | $1,842 萬$1,879 萬 | +$84.0 萬 | 0.3%0.3% | 0.00 |
| iShares Tr46434V803 | 加碼– | 440,088428,583 | +11,505+2.7% | $1,820 萬$1,698 萬 | +$47.6 萬 | 0.3%0.3% | +0.02 |
| UNPUnion Pacific Corp | 減碼歷史 | 78,46486,386 | −7,922−9.2% | $1,815 萬$2,042 萬 | −$183.3 萬 | 0.3%0.3% | −0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 加碼– | 53,93350,165 | +3,768+7.5% | $1,808 萬$1,646 萬 | +$126.3 萬 | 0.3%0.2% | +0.03 |
| PEPPepsiCo Inc | 減碼歷史 | 124,838137,048 | −12,210−8.9% | $1,792 萬$1,925 萬 | −$175.2 萬 | 0.3%0.3% | −0.02 |
| Invesco Nasdaq 100 ETF46138G649 | 加碼– | 69,02942,336 | +26,693+63.1% | $1,746 萬$1,046 萬 | +$675.1 萬 | 0.3%0.2% | +0.11 |
| TFCTruist Financial Corp | 減碼歷史 | 336,358353,625 | −17,267−4.9% | $1,655 萬$1,617 萬 | −$85.0 萬 | 0.3%0.2% | +0.01 |
| iShares Tr46434V878 | 加碼– | 322,036302,174 | +19,862+6.6% | $1,629 萬$1,534 萬 | +$100.5 萬 | 0.2%0.2% | +0.02 |
| CATCaterpillar Inc | 減碼歷史 | 27,87835,416 | −7,538−21.3% | $1,597 萬$1,690 萬 | −$431.8 萬 | 0.2%0.3% | −0.01 |
| BACBank of America Corp | 加碼歷史 | 287,530279,911 | +7,619+2.7% | $1,581 萬$1,444 萬 | +$41.9 萬 | 0.2%0.2% | +0.02 |
| FEFirstenergy Corp | 減碼歷史 | 345,640366,448 | −20,808−5.7% | $1,547 萬$1,679 萬 | −$93.2 萬 | 0.2%0.3% | −0.02 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 261,568209,786 | +51,782+24.7% | $1,536 萬$1,235 萬 | +$304.1 萬 | 0.2%0.2% | +0.05 |
| BOKFBok Financial Corp | 加碼歷史 | 128,302122,149 | +6,153+5.0% | $1,520 萬$1,361 萬 | +$72.9 萬 | 0.2%0.2% | +0.03 |
| iShares Tr464288612 | 加碼– | 139,273119,080 | +20,193+17.0% | $1,495 萬$1,279 萬 | +$216.8 萬 | 0.2%0.2% | +0.04 |
| ORCLOracle Corp | 加碼歷史 | 75,98574,040 | +1,945+2.6% | $1,481 萬$2,082 萬 | +$37.9 萬 | 0.2%0.3% | −0.09 |
| EXEExpand Energy Corp | 加碼歷史 | 132,758112,957 | +19,801+17.5% | $1,465 萬$1,200 萬 | +$218.5 萬 | 0.2%0.2% | +0.04 |
| MUMicron Technology Inc | 減碼歷史 | 50,56754,090 | −3,523−6.5% | $1,443 萬$905.0 萬 | −$100.5 萬 | 0.2%0.1% | +0.08 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 183,695160,865 | +22,830+14.2% | $1,431 萬$1,256 萬 | +$177.8 萬 | 0.2%0.2% | +0.03 |
| AEPAmerican Electric Power Co Inc | 減碼歷史 | 123,425127,062 | −3,637−2.9% | $1,423 萬$1,429 萬 | −$41.9 萬 | 0.2%0.2% | 0.00 |
| GILDGilead Sciences, Inc. | 加碼歷史 | 115,754113,756 | +1,998+1.8% | $1,421 萬$1,263 萬 | +$24.5 萬 | 0.2%0.2% | +0.03 |
| SPDR Series Trust78464A763 | 加碼– | 102,079101,457 | +622+0.6% | $1,421 萬$1,421 萬 | +$8.66 萬 | 0.2%0.2% | 0.00 |
| BKRBaker Hughes Co | 加碼歷史 | 311,018263,877 | +47,141+17.9% | $1,416 萬$1,286 萬 | +$214.7 萬 | 0.2%0.2% | +0.02 |
| iShares Russell 2000 ETF464287655 | 加碼– | 56,33649,242 | +7,094+14.4% | $1,387 萬$1,191 萬 | +$174.6 萬 | 0.2%0.2% | +0.03 |
| WFCWells Fargo & Company | 減碼歷史 | 147,637158,010 | −10,373−6.6% | $1,376 萬$1,324 萬 | −$96.7 萬 | 0.2%0.2% | +0.01 |
| GLDSPDR Gold Trust | 不變歷史 | 34,09834,098 | 00.0% | $1,351 萬$1,212 萬 | $0 | 0.2%0.2% | +0.02 |
| MRKMerck & Co., Inc. | 減碼歷史 | 127,249155,570 | −28,321−18.2% | $1,339 萬$1,306 萬 | −$298.1 萬 | 0.2%0.2% | +0.01 |
| CRMSalesforce, Inc. | 減碼歷史 | 49,98154,653 | −4,672−8.5% | $1,324 萬$1,295 萬 | −$123.8 萬 | 0.2%0.2% | +0.01 |
| CFGCitizens Financial Group Inc | 減碼歷史 | 225,702232,090 | −6,388−2.8% | $1,318 萬$1,234 萬 | −$37.3 萬 | 0.2%0.2% | +0.02 |
| PRUPrudential Financial Inc | 減碼歷史 | 116,202125,322 | −9,120−7.3% | $1,312 萬$1,300 萬 | −$102.9 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。