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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 15
增持 83
减持 51
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SYK
STRYKER CORP COM
+$170.2M
4,050,298
+0%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$17.4M
325,885
+10%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$8.2M
1,148,391
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。
+3%
增持
SLB
SCHLUMBERGER LTD COM
+$4.6M
245,033
+3%
建仓
KDP
KEURIG DR PEPPER INC COM
+$4.1M
115,766
减持
UNP
UNION PAC CORP COM
-$4.0M
3,979
-84%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.2M
91,627
+6%
增持
ORCL
ORACLE CORP COM
+$2.8M
115,489
+6%
减持
NKE
NIKE INC CL B
+$2.5M
73,982
-0%
增持
EFA
ISHARES MSCI EAFE ETF
+$2.3M
132,544
+17%
增持
TJX
TJX COS INC NEW COM
+$2.3M
113,980
+4%
增持
GILD
GILEAD SCIENCES INC COM
+$2.2M
75,466
+9%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$2.1M
271,222
-9%
增持
AAPL
APPLE INC COM
+$2.1M
136,111
+21%
增持
HON
HONEYWELL INTERNATIONAL INC COM
+$2.0M
36,886
+5%
增持
JPM
J P MORGAN CHASE & CO COM
+$1.9M
56,628
+3%
增持
MCD
MCDONALDS CORP COM
+$1.6M
40,256
+3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.6M
650,008
-8%
增持
SCHW
SCHWAB CHARLES CORP NEW COM
+$1.5M
100,435
+5%
增持
HD
HOME DEPOT INC COM
+$1.5M
32,560
+2%
增持
V
VISA INC COM CL A
+$1.4M
46,567
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
+$1.1M
62,984
-2%
增持
APD
AIR PRODS & CHEMS INC COM
+$1.1M
11,465
+10%
增持
ROP
ROPER TECHNOLOGIES, INC.
+$1.1M
14,840
+1%
增持
ABT
ABBOTT LABORATORIES COM
+$1.1M
71,936
+2%
增持
—
BLACKROCK INC COM
+$1.0M
6,406
+0%
增持
TMO
THERMO FISHER CORP COM
+$995.6K
17,644
+3%
减持
EL
LAUDER ESTEE COS INC CL A
+$938.2K
34,615
-2%
建仓
HALO
HALOZYME THERAPEUTICS INC COM
+$883.9K
15,534
减持
GOOGL
ALPHABET INC CAP STK CL A
-$867.2K
108,203
-1%
增持
PG
PROCTER & GAMBLE CO COM
+$855.0K
21,787
+12%
减持
LWLG
LIGHTWAVE LOGIC INC COM
-$781.2K
233,598
-4%
增持
ADBE
ADOBE INC.
+$744.5K
11,317
+2%
增持
VTWO
VANGUARD SCOTTSDALE FDS VNG
+$743.0K
100,839
+6%
增持
NEE
NEXTERA ENERGY INC COM
+$654.2K
80,194
+4%
增持
NVDA
NVIDIA CORP COM
+$650.3K
6,256
+188%
增持
DFAS
DIMENSIONAL ETF TRUST US SMALL CAP
+$599.6K
66,267
+10%
增持
TXN
TEXAS INSTRUMENTS INC COM
+$590.2K
55,285
+0%
增持
DHR
DANAHER CORP COM
+$585.8K
36,846
+4%
减持
MSFT
MICROSOFT CORP COM
+$495.3K
75,783
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE, INC. COM
+$495.2K
35,356
+2%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$488.1K
11,171
+36%
增持
JNJ
JOHNSON & JOHNSON COM
+$485.2K
25,509
+4%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$470.1K
28,316
+1%
增持
—
EXXON MOBIL CORP COM
+$456.4K
18,943
+1%
建仓
PSX
PHILLIPS 66 COM
+$442.7K
4,253
减持
EMR
EMERSON ELEC CO COM
+$441.1K
19,312
-0%
增持
PYPL
PAYPAL HLDGS INC COM
-$440.7K
41,467
+5%
增持
DG
DOLLAR GEN CORP NEW COM
+$437.0K
26,010
+5%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$405.6K
4,007
+82%
减持
AMT
AMERICAN TOWER CORP NEW
-$403.7K
30,824
-5%
增持
FTV
FORTIVE CORP COM
+$390.1K
64,407
+0%
建仓
MCHP
MICROCHIP TECHNOLOGY INC COM
+$373.0K
5,310
增持
—
ACCENTURE PLC CLASS A ORDINARY
+$365.3K
32,061
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$360.8K
22,933
-9%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$344.1K
1,002
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$342.5K
15,055
-0%
增持
MRK
MERCK & CO INC NEW COM
+$342.0K
13,159
+1%
增持
KO
COCA COLA CO COM
+$341.9K
39,787
+2%
增持
FISV
FISERV INC COM
+$341.0K
44,830
+0%
增持
LMT
LOCKHEED MARTIN CORP COM
+$319.4K
2,819
+3%
增持
ECL
ECOLAB INC COM
+$309.9K
34,089
+6%
建仓
DGP
DB GOLD DOUBLE LONG ETN DUE FEBRUARY
+$295.1K
7,926
增持
CVX
CHEVRON CORPORATION
+$293.7K
7,904
+1%
增持
PFE
PFIZER INC COM
+$285.6K
31,804
+4%
减持
SPGI
S&P GLOBAL INC COM
+$282.0K
14,343
-3%
增持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$273.0K
35,442
+1%
减持
PEP
PEPSICO INC COM
+$268.4K
18,534
-2%
增持
ABBV
ABBVIE INC COM
+$253.8K
7,034
+7%
减持
KNX
KNIGHT SWIFT TRANSN HLDGS INC CL A
-$252.7K
44,082
-16%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$251.2K
36,530
-1%
建仓
DE
DEERE & CO COM
+$247.0K
576
增持
DFIV
DIMENSIONAL ETF TR
+$245.6K
31,664
+14%
建仓
BA
BOEING CO COM
+$244.6K
1,284
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$242.9K
5,134
+2%
建仓
—
NOODLES & CO
+$240.6K
43,820
减持
IVV
ISHARES CORE S&P 500 ETF
+$235.5K
9,556
-0%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$229.0K
13,281
-22%
建仓
DXCM
DEXCOM INC COM
+$220.1K
1,944
减持
SSRM
SSR MNG INC COM
+$215.8K
237,511
-0%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$212.4K
5,552
+20%
建仓
WFC
WELLS FARGO & CO NEW COM
+$210.2K
5,091
建仓
PHO
INVESCO EXCHANGE-TRADED FD TR
+$206.2K
4,000
减持
GE
GENERAL ELECTRIC CO COM NEW
+$205.1K
9,787
-1%
建仓
UPRO
PROSHARES TR
+$204.0K
6,226
建仓
HP
HELMERICH & PAYNE INC COM
+$201.1K
4,057
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$200.2K
5,282
增持
AMZN
AMAZON.COM INC COM
+$200.2K
11,978
+68%
减持
MYFW
FIRST WESTN FINL INC COM
+$197.6K
126,772
-7%
增持
DIS
DISNEY WALT CO COM
-$194.5K
45,632
+4%
减持
OLN
OLIN CORP COM PAR $
+$193.4K
19,540
-0%
增持
MO
ALTRIA GROUP INC COM
+$187.9K
12,620
+31%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$184.6K
9,548
+0%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$181.5K
4,529
+61%
增持
PGR
PROGRESSIVE CORP OH COM
+$177.6K
9,017
+6%
增持
AMGN
AMGEN INC COM
+$176.4K
1,772
+38%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$173.6K
4,947
+39%
增持
T
AT&T INC COM
+$172.5K
36,694
+12%
减持
VOT
VANGUARD INDEX FDS MID-CAP GROWTH
-$170.7K
4,747
-21%
增持
—
EATON CORP PLC SHS
+$163.9K
3,102
+28%
增持
AXP
AMERICAN EXPRESS CO COM
+$161.1K
4,190
+23%
增持
MA
MASTERCARD INC CL A
+$160.1K
2,255
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP
+$158.2K
5,218
+7%
增持
COST
COSTCO WHSL CORP NEW COM
-$153.3K
23,064
+2%
减持
CAT
CATERPILLAR INC COM
+$141.9K
1,878
-0%
减持
MAR
MARRIOTT INTERNATIONAL CL A
+$118.5K
22,228
-2%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$116.9K
24,596
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$111.7K
1,746
+8%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$107.9K
8,324
-0%
减持
DFUV
DIMENSIONAL ETF TR US MARKETWIDE
-$104.6K
24,653
-22%
增持
IWC
ISHARES MICRO-CAP ETF
+$101.2K
3,424
+32%
增持
ELV
ELEVANCE HEALTH INC
+$98.6K
1,200
+5%
减持
WMT
WALMART INC.
+$95.8K
8,215
-0%
减持
YUM
YUM! BRANDS INC COM
+$85.8K
3,957
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS VANGUARD
+$82.9K
15,237
+9%
增持
LOW
LOWES COMPANIES COM
+$75.1K
1,431
+28%
增持
COP
CONOCOPHILLIPS COM
+$73.1K
2,823
+11%
清仓
BCS
BARCLAYS PLC
-$73.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CL A
+$69.4K
5,842
-0%
减持
SBUX
STARBUCKS CORP COM
+$67.0K
4,627
-0%
减持
QCOM
QUALCOMM INC COM
-$65.1K
4,092
-10%
减持
CL
COLGATE PALMOLIVE CO COM
+$63.8K
7,448
-0%
增持
MMM
3M CO COM
+$62.8K
6,052
+1%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$62.3K
4,256
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$61.2K
15,731
+4%
增持
CMCSA
COMCAST CORP CL A
+$57.4K
8,303
+5%
减持
CSCO
CISCO SYS INC COM
+$53.4K
7,146
-0%
增持
AZO
AUTOZONE INC COM
+$53.2K
112
+8%
增持
BMY
BRISTOL MYERS SQUIBB CO COM
+$53.1K
39,028
+1%
减持
ADI
ANALOG DEVICES INC COM
+$50.7K
2,144
-1%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$46.3K
8,444
-1%
减持
INTU
INTUIT COM
-$46.2K
13,208
-1%
减持
LLY
LILLY ELI & CO COM
+$45.2K
2,130
-6%
减持
VTWV
VANGUARD SCOTTSDALE FDS VANGUARD
-$40.5K
2,566
-18%
增持
BAC
BANK OF AMERICA CORP COM
+$38.7K
13,064
+0%
增持
CVS
CVS HEALTH CORPORATION
+$38.4K
3,567
+16%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$37.0K
5,610
-13%
增持
INTC
INTEL CORP COM
+$34.4K
22,791
+3%
减持
DUK
DUKE ENERGY CORP NEW COM
+$28.3K
3,129
-1%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$27.4K
25,481
-3%
减持
GIS
GENERAL MILLS INC COM
+$27.2K
3,783
-0%
增持
META
META PLATFORM, INC.
-$26.9K
3,192
+5%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$23.4K
9,527
+3%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$20.6K
8,636
-0%
减持
VOE
VANGUARD INDEX FDS MID-CAP VALUE
+$19.5K
2,096
-3%
减持
VB
VANGUARD INDEX FDS VANGUARD
+$15.7K
1,900
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$13.2K
21,993
+0%
减持
ITM
VANECK INTERMEDIATE MUNI ETF
+$12.6K
7,468
-1%
减持
MPC
MARATHON PETE CORP COM
+$8.5K
2,419
-12%
减持
WM
WASTE MANAGEMENT INC COM
-$6.6K
1,743
-0%
