13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000009634
申报总市值
US$72.5亿
US$72.5亿
996 檔
20.2%
Bokf, NA 在 Q4 2025 季度的美股仓位总计估值为 US$72.5亿，分散于 996 个持仓标的之中，反映其市场参与广度与投资规模。
Bokf, NA 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 22 档持股的同时，亦同步清仓 3 档并减仓 22 档标的。
在资产配置集中度方面，Bokf, NA 的前 5 大核心持股（包含 IWB, VOO, XOM 等）合计占整体申报市值的 20.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 996 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 7.41% | +0.21% | +1.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 5.69% | +0.36% | -0.10% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.35% | -1.30% | -3.72% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.28% | +0.11% | -9.05% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 2.70% | +0.01% | -11.47% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.14% | -9.87% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | +0.04% | -9.87% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.70% | +0.09% | +67.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | +0.05% | -0.47% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.53% | +0.05% | -9.63% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.38% | +0.05% | +0.63% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | +0.05% | -0.10% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | -0.28% | -4.25% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | +0.07% | -4.38% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.29% | +0.06% | -9.62% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.23% | +0.33% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.21% | +0.13% | -8.09% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -4.99% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.05% | +0.07% | -1.94% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | +0.06% | -3.44% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | +0.08% | -5.14% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.91% | -0.18% | -2.84% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.86% | +0.12% | -6.93% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | -0.13% | +51.29% | |
| 25 | AAON | Aaon Inc | 股票-工业 | 0.80% | +0.33% | +0.02% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.77% | +0.01% | -6.86% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | -0.03% | +1.55% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | +0.02% | +4.13% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.73% | +0.04% | +22.34% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.71% | +0.04% | -1.50% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.68% | -0.08% | -15.66% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.03% | -5.18% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 0.56% | -0.06% | -0.69% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.55% | +0.03% | +5.47% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.01% | -9.15% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.54% | — | -14.29% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.52% | -0.07% | -15.92% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.10% | -15.04% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.49% | +0.02% | -0.81% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.05% | -7.81% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.48% | -0.13% | -5.12% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.24% | +0.80% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.01% | -3.55% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.45% | +0.03% | +8.15% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.44% | -0.02% | +39.44% | |
| 46 | TSLA | Tesla Inc | 股票-周期性消费 | 0.43% | -0.01% | -9.42% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.43% | -0.03% | +5.33% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.03% | -10.00% | |
| 49 | OKE | Oneok Inc | 股票-能源 | 0.40% | -0.03% | -2.27% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.40% | -0.01% | +65.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +0.7% | +67.91% | 加仓 |
| 2 | IWB | Ishares Russell 1000 ETF | +0.4% | +1.34% | 加仓 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +51.29% | 加仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.10% | 减仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -6.93% | 减仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.09% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -9.62% | 减仓 |
| 8 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +65.27% | 加仓 |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +22.34% | 加仓 |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +39.44% | 加仓 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -3.72% | 减仓 |
| 12 | IWD | Ishares Russell 1000 Value E | +0.1% | +64.62% | 加仓 |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +63.05% | 加仓 |
| 14 | GEV | GE Vernova Inc | +0.1% | +24.58% | 加仓 |
| 15 | MU | Micron Technology Inc | +0.1% | -6.51% | 减仓 |
| 16 | DNOW | Dnow Inc | +0.1% | +13223.94% | 加仓 |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +336.64% | 加仓 |
| 18 | CAH | Cardinal Health Inc | +0.1% | -8.04% | 减仓 |
| 19 | WELL | Welltower Inc | +0.1% | +280.08% | 加仓 |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +52.96% | 加仓 |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +528.23% | 加仓 |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +308.74% | 加仓 |
| 23 | KMI | Kinder Morgan, Inc. | +0.1% | +61.44% | 加仓 |
| 24 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +5566.98% | 加仓 |
| 25 | NEM | Newmont CORP | +0.1% | +57.18% | 加仓 |
| 26 | AAPL | Apple Inc | 0% | -9.05% | 减仓 |
| 27 | AMZN | Amazon.com Inc | -0.1% | -9.63% | 减仓 |
| 28 | NOW | Servicenow Inc | -0.1% | +324.88% | 加仓 |
| 29 | ABBV | Abbvie Inc | -0.1% | -6.86% | 减仓 |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -14.29% | 减仓 |
| 31 | COST | Costco Wholesale CORP | -0.1% | -11.17% | 减仓 |
| 32 | ORCL | Oracle CORP | -0.1% | +2.63% | 加仓 |
| 33 | ANET | Arista Networks Inc | -0.1% | -31.09% | 减仓 |
| 34 | CDNS | Cadence Design Sys Inc | -0.1% | -36.49% | 减仓 |
| 35 | HD | Home Depot Inc | -0.1% | -7.37% | 减仓 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -36.22% | 减仓 |
| 37 | NFLX | Netflix Inc | -0.1% | +715.06% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -15.92% | 减仓 |
| 39 | AAON | Aaon Inc | -0.2% | +0.02% | 加仓 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -15.66% | 减仓 |
| 41 | LMT | Lockheed Martin CORP | -0.2% | -52.00% | 减仓 |
| 42 | NVDA | Nvidia CORP | -0.2% | -9.87% | 减仓 |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -11.47% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.5% | -9.87% | 减仓 |
| 45 | 37M | Mrc Global Inc | — | EXIT | 清仓 |
| 46 | MTZ | Mastec Inc | — | NEW | 新建仓 |
| 47 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 48 | MTDR | Matador Resources Co | — | EXIT | 清仓 |
| 49 | RRC | Range Resources CORP | — | EXIT | 清仓 |
| 50 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Bokf, NA 在 Q4 2025 季度的美股持仓总市值约为 US$72.5亿，共申报了 996 个公开持股仓位。
在 Q4 2025 季度，Bokf, NA 按市值排列的前三大核心持股分别为：IWB (7.4%)、VOO (5.7%)、XOM (3.4%)。其中最大持股仓位 IWB 占据整体投资组合约 7.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
MTZ
市值: US$435.4万
本季最大获利了结 / 清仓标的
37M
前期市值: US$707.7万
在 Q4 2025 季度中，Bokf, NA 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 22 个仓位、减仓 22 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 MTZ。 本季清仓仓位包含 37M。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。