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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
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 2
增持 70
减持 69
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
+$12.4M
4,048,911
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$5.5M
706,128
-7%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$4.1M
21,968
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+1028%
增持
VOO
VANGUARD INDEX FDS
-$4.0M
295,716
+2%
增持
IWR
ISHARES TR
+$3.4M
1,114,307
+10%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$2.6M
95,351
-27%
减持
—
BLACKROCK INC
-$2.5M
6,378
-35%
减持
MSFT
MICROSOFT CORP
-$2.2M
75,911
-0%
建仓
LWLG
LIGHTWAVE LOGIC INC
+$1.8M
243,598
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$1.7M
35,181
-19%
增持
GOOGL
ALPHABET INC
-$1.7M
108,876
+1910%
增持
NKE
NIKE INC
-$1.5M
74,065
+0%
增持
EL
LAUDER ESTEE COS INC
-$1.3M
35,431
+1%
减持
V
VISA INC
-$1.1M
46,418
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$1.0M
64,296
+2%
减持
IWS
ISHARES TR
-$1.0M
16,955
-34%
增持
AMT
AMERICAN TOWER CORP NEW
-$997.0K
32,295
+3%
减持
SCHW
SCHWAB CHARLES CORP
-$987.0K
95,777
-23%
减持
EFA
ISHARES TR
-$986.0K
113,583
-3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$951.0K
11,136
+2%
减持
ABT
ABBOTT LABS
-$939.0K
70,757
-1%
减持
JPM
JPMORGAN CHASE & CO
-$799.0K
54,875
-3%
增持
ORCL
ORACLE CORP
-$689.0K
109,439
+3%
增持
—
ACCENTURE PLC IRELAND
-$648.0K
31,832
+1%
增持
PYPL
PAYPAL HLDGS INC
+$636.0K
39,439
+2%
增持
IJH
ISHARES TR
-$618.0K
86,351
+1%
增持
TJX
TJX COS INC NEW
+$603.0K
109,180
+1%
减持
ECL
ECOLAB INC
-$592.0K
32,211
-6%
增持
SSRM
SSR MNG INC
-$574.0K
238,318
+0%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$498.0K
15,136
+139%
增持
NEE
NEXTERA ENERGY INC
+$452.0K
77,166
+5%
减持
IWF
ISHARES TR
-$452.0K
25,067
-3%
增持
ROP
ROPER TECHNOLOGIES INC
-$451.0K
14,748
+1%
增持
HD
HOME DEPOT INC
+$450.0K
31,982
+5%
减持
IWD
ISHARES TR
-$443.0K
28,120
-4%
增持
DHR
DANAHER CORPORATION
+$436.0K
35,593
+3%
减持
MA
MASTERCARD INCORPORATED
-$409.0K
2,195
-31%
增持
TXN
TEXAS INSTRS INC
+$384.0K
55,204
+3%
增持
MCD
MCDONALDS CORP
-$365.0K
38,965
+3%
增持
FTV
FORTIVE CORP
+$338.0K
64,288
+3%
减持
IWP
ISHARES TR
-$337.0K
6,449
-39%
增持
SPGI
S&P GLOBAL INC
-$321.0K
14,811
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$318.0K
38,755
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$314.0K
2,724
-16%
减持
INTC
INTEL CORP
-$314.0K
22,054
-7%
增持
UNP
UNION PAC CORP
-$304.0K
24,742
+3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$297.0K
34,664
-3%
增持
FISV
FISERV INC
+$289.0K
44,780
+4%
增持
IWM
ISHARES TR
+$277.0K
299,636
+4%
清仓
IEMG
ISHARES INC
-$272.0K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$271.0K
1,931
-43%
增持
PG
PROCTER AND GAMBLE CO
-$267.0K
19,387
+2%
增持
VOE
VANGUARD INDEX FDS
+$264.0K
2,166
减持
T
AT&T INC
-$261.0K
32,784
-10%
减持
IWN
ISHARES TR
-$260.0K
8,233
-15%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$259.0K
17,196
+3%
增持
GOOG
ALPHABET INC
-$259.0K
15,144
+1882%
增持
KO
COCA COLA CO
-$257.0K
39,079
+0%
清仓
EEM
ISHARES TR
-$256.0K
0
-100%
清仓
EEMV
ISHARES INC
-$241.0K
0
-100%
减持
IVV
ISHARES TR
-$236.0K
9,579
-0%
增持
INTU
INTUIT
+$234.0K
13,391
+5%
减持
PM
PHILIP MORRIS INTL INC
-$228.0K
7,088
-12%
增持
MYFW
FIRST WESTN FINL INC
-$224.0K
136,759
+5%
清仓
BAX
BAXTER INTL INC
-$219.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$217.0K
1,756
清仓
—
PROSHARES ULTRAPRO S&P 500 ETF
-$217.0K
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
-$215.0K
31,408
-13%
增持
LOW
LOWES COS INC
+$210.0K
1,116
清仓
URTY
PROSHARES TR ULTRAPRO RUSSELL2
-$202.0K
0
-100%
清仓
USB
US BANCORP DEL
-$202.0K
0
-100%
增持
PFE
PFIZER INC
-$200.0K
30,699
+1%
增持
IJR
ISHARES TR
-$195.0K
36,769
+0%
减持
CAT
CATERPILLAR INC
-$192.0K
1,880
-31%
增持
COST
COSTCO WHSL CORP NEW
+$190.0K
22,620
+1%
增持
HON
HONEYWELL INTL INC
-$164.0K
35,112
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$163.0K
9,264
-8%
减持
ABBV
ABBVIE INC
-$162.0K
6,576
-3%
减持
VNQ
VANGUARD INDEX FDS
-$158.0K
13,716
-1%
清仓
VRRM
VERRA MOBILITY CORP
-$158.0K
0
-100%
减持
IVW
ISHARES TR
-$154.0K
26,248
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
-$149.0K
59,974
-2%
减持
CMCSA
COMCAST CORP NEW
-$144.0K
7,945
-17%
增持
AAPL
APPLE INC
+$140.0K
112,599
+2%
减持
NVDA
NVIDIA CORPORATION
-$137.0K
2,174
-16%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$133.0K
3,115
+70%
增持
EMR
EMERSON ELEC CO
-$126.0K
19,317
+1%
减持
VO
VANGUARD INDEX FDS
-$120.0K
1,513
-26%
减持
META
META PLATFORMS INC
-$116.0K
3,028
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$115.0K
8,656
-16%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$111.0K
9,522
-0%
增持
MAR
MARRIOTT INTL INC NEW
+$108.0K
22,771
+2%
减持
SCZ
ISHARES TR
-$107.0K
16,908
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$105.0K
3,361
+9%
增持
MMM
3M CO
-$104.0K
6,004
+2%
减持
IWO
ISHARES TR
-$99.0K
2,197
-17%
减持
DVY
ISHARES TR
-$98.0K
8,354
-1%
增持
PEP
PEPSICO INC
+$93.0K
18,864
+5%
减持
AMZN
AMAZON COM INC
-$92.0K
7,127
-13%
增持
MRK
MERCK & CO INC
-$81.0K
12,974
+0%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$78.0K
52,382
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$77.0K
5,027
-3%
建仓
BCS
BARCLAYS PLC
+$73.0K
11,340
增持
QCOM
QUALCOMM INC
-$71.0K
4,557
+1%
增持
GILD
GILEAD SCIENCES INC
+$71.0K
69,143
+3%
减持
OLN
OLIN CORP
-$69.0K
19,606
-0%
减持
—
EXXON MOBIL CORP
-$56.0K
18,705
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$51.0K
2,206
-2%
减持
ELV
ELEVANCE HEALTH INC
-$48.0K
1,139
-2%
增持
JNJ
JOHNSON & JOHNSON
-$46.0K
24,615
+7%
减持
LLY
LILLY ELI & CO
-$45.0K
2,271
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$45.0K
1,611
-3%
增持
DIS
DISNEY WALT CO
-$44.0K
44,084
+0%
增持
DG
DOLLAR GEN CORP NEW
-$43.0K
24,879
+2%
减持
MDLZ
MONDELEZ INTL INC
-$43.0K
5,843
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$41.0K
3,163
+0%
减持
IJK
ISHARES TR
-$40.0K
24,806
-0%
减持
ADI
ANALOG DEVICES INC
-$39.0K
2,160
-6%
减持
SBUX
STARBUCKS CORP
+$37.0K
4,648
-0%
清仓
—
22ND CENTY GROUP INC
-$36.0K
0
-100%
减持
TGT
TARGET CORP
-$35.0K
1,785
-16%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$34.0K
13,969
+1%
减持
AMGN
AMGEN INC
-$32.0K
1,282
-2%
增持
APD
AIR PRODS & CHEMS INC
-$32.0K
10,418
+3%
增持
CI
CIGNA CORP NEW
+$29.0K
2,809
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$28.0K
15,084
+0%
减持
MPC
MARATHON PETE CORP
+$27.0K
2,752
-6%
增持
CVX
CHEVRON CORP NEW
+$27.0K
7,831
+5%
减持
CSCO
CISCO SYS INC
-$24.0K
7,180
-1%
减持
COP
CONOCOPHILLIPS
+$23.0K
2,544
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$22.0K
4,858
+14%
减持
BAC
BK OF AMERICA CORP
-$22.0K
13,027
-0%
减持
WMT
1WALMART INC
-$20.0K
8,241
-8%
增持
CVS
CVS HEALTH CORP
+$20.0K
3,084
+5%
增持
GIS
GENERAL MLS INC
+$18.0K
3,785
+4%
增持
SLB
SCHLUMBERGER LTD
+$17.0K
237,968
+1%
增持
AXP
AMERICAN EXPRESS CO
+$17.0K
3,395
+7%
增持
WM
WASTE MGMT INC DEL
+$16.0K
1,747
+0%
减持
PGR
PROGRESSIVE CORP
+$16.0K
8,537
-1%
增持
GE
GENERAL ELECTRIC CO
-$15.0K
9,935
+0%
减持
PPG
PPG INDS INC
-$15.0K
2,258
-0%
减持
ITM
VANECK ETF TRUST
-$13.0K
7,537
-0%
减持
XLF
SELECT SECTOR SPDR TR
-$11.0K
6,749
-1%
增持
MO
ALTRIA GROUP INC
-$10.0K
9,628
+1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$6.0K
8,497
-1%
增持
YUM
YUM BRANDS INC
+$5.0K
3,958
+8%
增持
VOT
VANGUARD INDEX FDS
-$4.0K
6,006
+4%
增持
GLD
SPDR GOLD TR
-$4.0K
1,525
+8%
减持
AFL
AFLAC INC
+$2.0K
3,904
-0%
减持
EXR
EXTRA SPACE STORAGE INC
+$2.0K
1,397
-0%
