小隐寺数据中心API 小隐寺主站

FIRST WESTERN TRUST BANK 13F 持仓明细(2026-03-31) · 小隐寺数据中心

FIRST WESTERN TRUST BANK

报告期 2026-03-31 · CIK 0001513189

持仓数

205

前50大市值合计

$1.87B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SYK STRYKER CORPORATION

Common Stock

$992.2M

3,019,453

53.2%

VOO Vanguard S&P 500

Exchange Traded Fund

$134.8M

225,569

7.2%

IWR iShares Russell Mid Cap

Exchange Traded Fund

$101.1M

1,040,186

5.4%

SPY SPDR S&P 500

Exchange Traded Fund

$81.0M

124,488

4.3%

RSP Invesco S&P 500 Equal Weight

Exchange Traded Fund

$66.0M

343,690

3.5%

VEA Vanguard FTSE Developed Markets

Exchange Traded Fund

$59.6M

930,771

3.2%

IWM iShares Russell 2000

Exchange Traded Fund

$59.0M

237,881

3.2%

VTI VANGUARD INDEX FDS

Exchange Traded Fund

$43.4M

135,208

2.3%

EEM ISHARES TR

Exchange Traded Fund

$33.7M

594,143

1.8%

AAPL APPLE INC

Common Stock

$30.2M

118,825

1.6%

WWD WOODWARD INC

Common Stock

$21.2M

59,370

1.1%

GOOGL ALPHABET INC

Common Stock

$18.6M

64,833

1.0%

MSFT MICROSOFT CORP

Common Stock

$18.5M

49,881

1.0%

IJH ISHARES TR

Exchange Traded Fund

$14.2M

210,348

0.8%

JPM JPMORGAN CHASE & CO.

Common Stock

$12.0M

40,951

0.6%

COST COSTCO WHSL CORP NEW

Common Stock

$10.6M

10,595

0.6%

NVDA NVIDIA CORPORATION

Common Stock

$10.4M

59,400

0.6%

V VISA INC

Common Stock

$9.3M

30,746

0.5%

VTWO Vanguard Russell 2000

Exchange Traded Fund

$9.3M

92,356

0.5%

EFA iShares MSCI EAFE

Exchange Traded Fund

$7.8M

80,265

0.4%

MCD MCDONALDS CORP

Common Stock

$7.4M

23,825

0.4%

TJX TJX COS INC NEW

Common Stock

$6.7M

41,849

0.4%

GILD GILEAD SCIENCES INC

Common Stock

$6.6M

47,668

0.4%

SLB SCHLUMBERGER LTD

Common Stock

$6.4M

125,160

0.3%

HD HOME DEPOT INC

Common Stock

$6.3M

19,163

0.3%

TXN TEXAS INSTRS INC

Common Stock

$6.0M

30,916

0.3%

IWF iShares Russell 1000 Growth

Exchange Traded Fund

$5.9M

13,898

0.3%

ORCL ORACLE CORP

Common Stock

$5.1M

34,786

0.3%

ECL ECOLAB INC

Common Stock

$4.9M

18,520

0.3%

MAR MARRIOTT INTL INC NEW

Common Stock

$4.6M

14,195

0.2%

IVV ISHARES TR

Exchange Traded Fund

$4.5M

6,924

0.2%

TMO THERMO FISHER SCIENTIFIC INC

Common Stock

$4.4M

8,867

0.2%

JNJ JOHNSON & JOHNSON

Common Stock

$4.3M

17,664

0.2%

HON HONEYWELL INTL INC

Common Stock

$4.2M

18,660

0.2%

ABT ABBOTT LABS

Common Stock

$4.1M

40,142

0.2%

VWO VANGUARD INTL EQUITY INDEX FDS

Exchange Traded Fund

$4.1M

75,749

0.2%

DHR DANAHER CORPORATION

Common Stock

$3.9M

20,353

0.2%

GOOG ALPHABET INC

Common Stock

$3.8M

13,267

0.2%

IJR ISHARES TR

Exchange Traded Fund

$3.8M

30,391

0.2%

LHX L3HARRIS TECHNOLOGIES INC

Common Stock

$3.7M

10,858

0.2%

BLK BLACKROCK INC

Common Stock

$3.7M

3,870

0.2%

AMZN AMAZON COM INC

Common Stock

$3.7M

17,607

0.2%

DFAS Dimensional US Small Cap ETF

Exchange Traded Fund

$3.5M

49,052

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

Common Stock

$3.4M

7,174

0.2%

ICE INTERCONTINENTAL EXCHANGE INC

Common Stock

$3.3M

21,031

0.2%

SPGI S&P GLOBAL INC

Common Stock

$3.2M

7,633

0.2%

NEE NEXTERA ENERGY INC

Common Stock

$3.1M

33,776

0.2%

INTU INTUIT

Common Stock

$3.1M

7,136

0.2%

— ACCENTURE PLC IRELAND

Common Stock

$2.8M

14,041

0.1%

WMT WALMART INC

Common Stock

$2.7M

21,685

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

77%前 6 大占比

SYK53.2%VOO7.2%IWR5.4%SPY4.3%RSP3.5%VEA3.2%