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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 149 项
建仓 10
增持 75
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORP COM
+$85.6M
3,768,680
-7%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$23.2M
112,950
+964%
增持
SPY
SPDR S&P 500 ETF TRUST
+$17.7M
102,131
+62%
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。
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$17.5M
87,352
+5482%
增持
AAPL
APPLE INC COM
+$4.8M
136,154
+0%
清仓
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$4.3M
0
-100%
增持
MSFT
MICROSOFT CORP COM
+$4.0M
76,749
+1%
建仓
EZM
WISDOMTREE TRUST MDCP EARN FUND
+$3.1M
61,904
建仓
EES
WISDOMTREE TR US SMALLCAP FUND
+$3.0M
69,790
增持
SCHW
SCHWAB CHARLES CORP NEW COM
-$2.9M
104,590
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.8M
666,878
+3%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
+$2.4M
1,141,604
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.2M
113,378
+5%
增持
ORCL
ORACLE CORP COM
+$1.8M
120,843
+5%
建仓
EWY
ISHARES INC MSCI STH KOR ETF
+$1.6M
26,900
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.6M
48,636
+463%
增持
TXN
TEXAS INSTRUMENTS INC COM
+$1.6M
57,532
+4%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.4M
24,058
+4%
增持
V
VISA INC COM CL A
+$1.3M
48,579
+4%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$1.1M
307,250
-6%
增持
MCD
MCDONALDS CORP COM
+$1.0M
41,684
+4%
增持
ECL
ECOLAB INC COM
+$1.0M
36,073
+6%
增持
—
ACCENTURE PLC CLASS A ORDINARY
+$926.3K
33,174
+3%
增持
META
META PLATFORM, INC.
+$912.9K
6,120
+92%
增持
FISV
FISERV INC COM
+$900.2K
48,051
+7%
增持
NKE
NIKE INC CL B
+$890.8K
77,849
+5%
增持
INTU
INTUIT COM
+$878.3K
13,501
+2%
增持
DIS
DISNEY WALT CO COM
+$856.4K
48,146
+6%
清仓
VONG
VANGUARD SCOTTSDALE FDS VANGUARD
-$839.9K
0
-100%
增持
TMO
THERMO FISHER CORP COM
+$838.7K
18,313
+4%
减持
NVDA
NVIDIA CORP COM
+$818.2K
6,237
-0%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$808.5K
85,366
-7%
建仓
EWG
ISHARES INC MSCI GERMANY ETF
+$789.3K
27,735
增持
ADBE
ADOBE INC.
+$782.4K
11,913
+5%
增持
DG
DOLLAR GEN CORP NEW COM
-$755.0K
26,846
+3%
增持
HON
HONEYWELL INTERNATIONAL INC COM
-$705.9K
37,666
+2%
增持
MAR
MARRIOTT INTERNATIONAL CL A
+$635.6K
23,760
+7%
增持
FTV
FORTIVE CORP COM
+$610.4K
69,657
+8%
减持
IVV
ISHARES CORE S&P 500 ETF
-$571.6K
7,541
-21%
增持
SLB
SCHLUMBERGER LTD COM
-$565.4K
255,277
+4%
减持
JNJ
JOHNSON & JOHNSON COM
-$564.7K
25,429
-0%
建仓
XBIL
RBB FD INC
+$431.3K
8,582
减持
VTWO
VANGUARD SCOTTSDALE FDS VNG
-$430.9K
92,468
-8%
减持
VONV
VANGUARD SCOTTSDALE FDS VANGUARD
-$428.9K
7,157
-47%
增持
ROP
ROPER TECHNOLOGIES, INC.
+$424.6K
15,514
+5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$420.1K
21,828
-5%
增持
PYPL
PAYPAL HLDGS INC COM
+$398.7K
44,140
+6%
增持
HD
HOME DEPOT INC COM
-$382.8K
33,551
+3%
减持
EFA
ISHARES MSCI EAFE ETF
+$373.3K
126,867
-4%
增持
EL
LAUDER ESTEE COS INC CL A
+$348.8K
36,262
+5%
减持
PFE
PFIZER INC COM
-$337.2K
31,678
-0%
增持
ABT
ABBOTT LABORATORIES COM
-$323.1K
74,805
+4%
增持
NEE
NEXTERA ENERGY INC COM
-$297.4K
83,119
+4%
减持
HALO
HALOZYME THERAPEUTICS INC COM
-$293.4K
15,461
-0%
增持
DFAS
DIMENSIONAL ETF TRUST US SMALL CAP
+$289.1K
69,804
+5%
增持
TJX
TJX COS INC NEW COM
+$288.5K
119,466
+5%
增持
SPGI
S&P GLOBAL INC COM
+$284.1K
14,758
+3%
清仓
VOE
VANGUARD INDEX FDS MID-CAP VALUE
-$283.5K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$282.9K
3,449
清仓
WM
WASTE MANAGEMENT INC COM
-$273.4K
0
-100%
建仓
IEMG
ISHARES INC CORE MSCI EMKT
+$267.8K
5,489
增持
GOOG
ALPHABET INC CAP STK CL C
+$248.7K
15,813
+1%
清仓
VTV
VANGUARD INDEX FDS VALUE ETF
-$246.5K
0
-100%
清仓
—
NOODLES & CO
-$240.6K
0
-100%
建仓
AVGO
BROADCOM INC COM
+$239.3K
373
建仓
TSLA
TESLA, INC
+$237.3K
1,144
建仓
YUMC
YUM CHINA HLDGS INC COM
+$220.9K
3,485
减持
CI
CIGNA CORP NEW COM
-$214.0K
2,805
-0%
清仓
WFC
WELLS FARGO & CO NEW COM
-$210.2K
0
-100%
清仓
HP
HELMERICH & PAYNE INC COM
-$201.1K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$191.9K
26,942
-5%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$180.6K
10,467
+7%
减持
KNX
KNIGHT SWIFT TRANSN HLDGS INC CL A
+$178.7K
43,991
-0%
减持
EMR
EMERSON ELEC CO COM
-$174.4K
19,288
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE, INC. COM
+$166.1K
36,372
+3%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$164.8K
25,796
+5%
增持
GILD
GILEAD SCIENCES INC COM
+$158.8K
79,999
+6%
增持
KDP
KEURIG DR PEPPER INC COM
+$145.3K
121,132
+5%
增持
DHR
DANAHER CORP COM
-$141.4K
38,241
+4%
增持
VIG
VANGUARD SPECIALIZED PORTFOLIOS
+$131.5K
2,580
+47%
增持
CVX
CHEVRON CORPORATION
-$128.1K
7,910
+0%
增持
VO
VANGUARD INDEX FDS VANGUARD MID-CAP
+$127.6K
2,067
+37%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$112.4K
1,721
-1%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$109.9K
38,929
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$103.1K
22,809
+4%
增持
APD
AIR PRODS & CHEMS INC COM
-$102.9K
11,947
+4%
减持
UNP
UNION PAC CORP COM
-$102.0K
3,587
-10%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$97.6K
264,534
-2%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$95.9K
14,077
+6%
减持
VTWV
VANGUARD SCOTTSDALE FDS VANGUARD
-$93.6K
1,816
-29%
减持
INTC
INTEL CORP COM
+$91.5K
21,239
-7%
减持
DFUV
DIMENSIONAL ETF TR US MARKETWIDE
-$90.7K
21,945
-11%
增持
AXP
AMERICAN EXPRESS CO COM
+$89.2K
4,294
+2%
增持
MMM
3M CO COM
-$80.9K
6,135
+1%
减持
PGR
PROGRESSIVE CORP OH COM
+$80.9K
8,741
-3%
增持
QCOM
QUALCOMM INC COM
+$78.7K
4,143
+1%
减持
LLY
LILLY ELI & CO COM
-$78.3K
2,041
-4%
增持
T
AT&T INC COM
+$73.3K
38,899
+6%
减持
CVS
CVS HEALTH CORPORATION
-$72.2K
3,502
-2%
增持
JPM
J P MORGAN CHASE & CO COM
+$71.3K
58,822
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$64.9K
4,926
-4%
减持
AMZN
AMAZON.COM INC COM
+$64.8K
10,368
-13%
减持
PG
PROCTER & GAMBLE CO COM
-$64.5K
21,774
-0%
减持
BAC
BANK OF AMERICA CORP COM
-$60.9K
12,998
-1%
增持
—
EATON CORP PLC SHS
+$59.5K
3,189
+3%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$58.3K
10,880
-3%
增持
MA
MASTERCARD INC CL A
+$57.2K
2,315
+3%
减持
COP
CONOCOPHILLIPS COM
-$56.3K
2,790
-1%
减持
VB
VANGUARD INDEX FDS VANGUARD
-$53.6K
1,557
-18%
减持
AMGN
AMGEN INC COM
-$53.0K
1,706
-4%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$51.9K
3,185
-0%
减持
TXT
TEXTRON INC COM
-$51.3K
4,211
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS CORP
-$51.3K
5,217
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$46.5K
32,186
+4%
减持
VOT
VANGUARD INDEX FDS MID-CAP GROWTH
+$42.6K
4,597
-3%
减持
WMT
WALMART INC.
+$42.5K
8,188
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR UNIT SER
-$41.1K
2,191
-7%
增持
—
BLACKROCK INC COM
-$41.0K
6,723
+5%
增持
KO
COCA COLA CO COM
-$38.2K
40,184
+1%
增持
CSCO
CISCO SYS INC COM
+$36.8K
7,217
+1%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$36.4K
3,950
-1%
增持
MRK
MERCK & CO INC NEW COM
-$34.5K
13,399
+2%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$29.5K
8,315
-0%
减持
ITM
VANECK INTERMEDIATE MUNI ETF
-$28.4K
6,719
-10%
增持
DE
DEERE & CO COM
+$27.6K
665
+15%
减持
TGT
TARGET CORP COM
+$26.8K
1,768
-1%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$26.3K
4,261
+0%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$25.1K
35,492
-3%
减持
SBUX
STARBUCKS CORP COM
+$22.1K
4,620
-0%
减持
CMCSA
COMCAST CORP CL A
+$21.5K
8,226
-1%
增持
DUK
DUKE ENERGY CORP NEW COM
-$20.3K
3,130
+0%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
+$20.2K
16,386
-3%
增持
LMT
LOCKHEED MARTIN CORP COM
-$18.9K
2,861
+1%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$18.1K
13,842
+1%
减持
YUM
YUM! BRANDS INC COM
+$15.7K
3,956
-0%
减持
MO
ALTRIA GROUP INC COM
-$15.6K
12,578
-0%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$15.2K
10,044
+5%
增持
ABBV
ABBVIE INC COM
-$14.2K
7,044
+0%
减持
PSX
PHILLIPS 66 COM
-$13.1K
4,237
-0%
减持
ICF
ISHARES COHEN & STEERS REIT ETF
-$12.8K
6,253
-5%
减持
DXCM
DEXCOM INC COM
-$10.5K
1,804
-7%
减持
PEP
PEPSICO INC COM
-$5.9K
18,335
-1%
减持
MPC
MARATHON PETE CORP COM
-$5.4K
2,048
-15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$5.3K
9,785
+2%
增持
AZO
AUTOZONE INC COM
+$4.0K
114
+2%
增持
GS
GOLDMAN SACHS GROUP INC COM
-$2.2K
1,045
+4%
增持
LOW
LOWES COMPANIES COM
+$1.6K
1,434
+0%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$760
7,203
+7%
增持
—
EXXON MOBIL CORP COM
-$390
19,050
+1%
