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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 28
减持 104
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SYK
STRYKER CORP COM
+$74.0M
3,768,761
+0%
建仓
—
ISHARES TR
+$31.2M
1,256,450
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$7.0M
1,188,693
+4%
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。
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$6.3M
299,241
-3%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$3.7M
67,457
-21%
减持
MSFT
MICROSOFT CORP COM
+$3.7M
75,807
-1%
清仓
SSRM
SSR MNG INC COM
-$3.6M
0
-100%
建仓
WWD
WOODWARD INC
+$3.0M
25,586
减持
AAPL
APPLE INC COM
+$2.9M
130,798
-4%
减持
ORCL
ORACLE CORP COM
+$2.8M
117,501
-3%
减持
SPY
SPDR S&P 500 ETF TRUST
+$2.6M
100,189
-2%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$2.3M
264,538
+0%
减持
EL
LAUDER ESTEE COS INC CL A
-$2.0M
35,449
-2%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.9M
114,372
+1%
减持
VTWO
VANGUARD SCOTTSDALE FDS VNG
-$1.7M
65,848
-29%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.5M
24,960
+4%
减持
DG
DOLLAR GEN CORP NEW COM
-$1.3M
25,710
-4%
减持
TMO
THERMO FISHER CORP COM
-$1.3M
17,795
-3%
减持
NKE
NIKE INC CL B
-$1.2M
76,081
-2%
减持
DHR
DANAHER CORP COM
-$943.5K
36,228
-5%
增持
NVDA
NVIDIA CORP COM
+$911.4K
6,250
+0%
减持
JPM
J P MORGAN CHASE & CO COM
+$815.7K
58,311
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$780.6K
114,385
-10%
减持
ADBE
ADOBE INC.
+$777.2K
10,978
-8%
减持
PG
PROCTER & GAMBLE CO COM
-$766.0K
16,288
-25%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$724.4K
2,206
-73%
减持
DIS
DISNEY WALT CO COM
-$721.2K
45,919
-5%
减持
—
ACCENTURE PLC CLASS A ORDINARY
+$703.2K
33,005
-1%
减持
PYPL
PAYPAL HLDGS INC COM
-$693.2K
39,844
-10%
减持
SPGI
S&P GLOBAL INC COM
+$657.0K
14,331
-3%
增持
ROP
ROPER TECHNOLOGIES, INC.
+$642.4K
15,556
+0%
减持
MCD
MCDONALDS CORP COM
+$636.8K
41,192
-1%
减持
NEE
NEXTERA ENERGY INC COM
-$621.1K
77,975
-6%
减持
FISV
FISERV INC COM
+$608.0K
47,873
-0%
减持
GILD
GILEAD SCIENCES INC COM
-$557.7K
78,887
-1%
减持
SLB
SCHLUMBERGER LTD COM
-$546.3K
244,052
-4%
增持
FTV
FORTIVE CORP COM
+$511.3K
70,347
+1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$479.1K
21,122
-3%
清仓
VONV
VANGUARD SCOTTSDALE FDS VANGUARD
-$478.2K
0
-100%
增持
MAR
MARRIOTT INTERNATIONAL CL A
+$468.2K
24,026
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$456.7K
31,557
-2%
减持
TJX
TJX COS INC NEW COM
+$456.6K
115,791
-3%
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$442.3K
1,768
减持
V
VISA INC COM CL A
+$437.6K
47,963
-1%
减持
META
META PLATFORM, INC.
-$433.0K
3,011
-51%
清仓
XBIL
RBB FD INC
-$431.3K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$430.7K
0
-100%
减持
TXN
TEXAS INSTRUMENTS INC COM
-$424.7K
57,087
-1%
减持
ECL
ECOLAB INC COM
+$423.7K
34,254
-5%
减持
ABT
ABBOTT LABORATORIES COM
+$422.2K
73,353
-2%
减持
BRK/A
BERKSHIRE HATHAWAY INC CL A
-$413.4K
1
-50%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$390.8K
36,081
-7%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$387.9K
10,079
-28%
增持
KDP
KEURIG DR PEPPER INC COM
-$373.1K
124,734
+3%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$363.7K
21,006
-8%
建仓
VONG
VANGUARD SCOTTSDALE FDS VANGUARD
+$363.1K
5,131
减持
CVX
CHEVRON CORPORATION
-$341.3K
6,033
-24%
清仓
ITM
VANECK INTERMEDIATE MUNI ETF
-$312.2K
0
-100%
清仓
MPC
MARATHON PETE CORP COM
-$276.1K
0
-100%
减持
PFE
PFIZER INC COM
-$258.1K
28,199
-11%
减持
DFUV
DIMENSIONAL ETF TR US MARKETWIDE
-$253.7K
13,944
-36%
减持
ABBV
ABBVIE INC COM
-$251.6K
6,465
-8%
清仓
UPRO
PROSHARES TR
-$240.1K
0
-100%
减持
AMZN
AMAZON.COM INC COM
+$240.0K
10,056
-3%
建仓
CSX
CSX CORP COM
+$236.5K
6,936
建仓
KR
KROGER CO COM
+$235.7K
5,015
建仓
—
DISCOVER FINL SVCS COM
+$234.5K
2,007
建仓
HYG
ISHARES TR
+$232.1K
3,092
减持
ICE
INTERCONTINENTAL EXCHANGE, INC. COM
+$229.7K
35,576
-2%
减持
MRK
MERCK & CO INC NEW COM
-$224.5K
10,408
-22%
清仓
YUMC
YUM CHINA HLDGS INC COM
-$220.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$214.8K
4,976
增持
DFAS
DIMENSIONAL ETF TRUST US SMALL CAP
+$211.3K
70,985
+2%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$209.5K
9,100
-16%
减持
T
AT&T INC COM
-$207.7K
33,927
-13%
减持
IVV
ISHARES CORE S&P 500 ETF
+$207.7K
7,421
-2%
增持
INTU
INTUIT COM
+$206.3K
13,587
+1%
建仓
XLK
SELECT SECTOR SPDR TR SBI INT TECH
+$204.6K
1,177
减持
HON
HONEYWELL INTERNATIONAL INC COM
+$192.2K
35,619
-5%
减持
SCHW
SCHWAB CHARLES CORP NEW COM
-$190.3K
93,298
-11%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$187.8K
22,092
-14%
减持
LLY
LILLY ELI & CO COM
+$142.3K
1,798
-12%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$141.9K
6,688
-33%
减持
UNP
UNION PAC CORP COM
-$134.5K
2,871
-20%
减持
LMT
LOCKHEED MARTIN CORP COM
-$125.1K
2,666
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$123.3K
4,822
-2%
减持
VOT
VANGUARD INDEX FDS MID-CAP GROWTH
-$109.0K
3,824
-17%
减持
AMGN
AMGEN INC COM
-$107.1K
1,375
-19%
减持
XEL
XCEL ENERGY INC COM
-$106.5K
18,297
-1%
减持
OLN
OLIN CORP COM PAR $
-$103.6K
19,087
-2%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$96.6K
35,411
-0%
增持
MA
MASTERCARD INC CL A
+$88.1K
2,363
+2%
减持
DGP
DB GOLD DOUBLE LONG ETN DUE FEBRUARY
-$84.3K
6,300
-21%
增持
PGR
PROGRESSIVE CORP OH COM
-$83.0K
8,820
+1%
减持
—
EXXON MOBIL CORP COM
-$81.9K
18,714
-2%
增持
MYFW
FIRST WESTN FINL INC COM
-$77.6K
130,780
+3%
减持
AVGO
BROADCOM INC COM
+$77.3K
365
-2%
减持
—
BLACKROCK INC COM
+$75.5K
6,618
-2%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$74.6K
9,788
-6%
增持
KO
COCA COLA CO COM
-$71.5K
40,205
+0%
减持
JNJ
JOHNSON & JOHNSON COM
-$68.7K
23,398
-8%
增持
BAC
BANK OF AMERICA CORP COM
+$67.0K
15,294
+18%
减持
APD
AIR PRODS & CHEMS INC COM
-$65.5K
11,237
-6%
增持
VIG
VANGUARD SPECIALIZED PORTFOLIOS
+$64.6K
2,844
+10%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$64.2K
26,398
-2%
增持
EMR
EMERSON ELEC CO COM
+$63.9K
19,301
+0%
减持
LOW
LOWES COMPANIES COM
-$63.1K
991
-31%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$60.9K
3,441
-13%
减持
REGN
REGENERON PHARMACEUTICALS COM
-$58.5K
464
-3%
增持
CAT
CATERPILLAR INC COM
+$58.2K
1,983
+6%
减持
CVS
CVS HEALTH CORPORATION
-$55.7K
2,958
-16%
增持
GIS
GENERAL MILLS INC COM
+$55.5K
4,938
+31%
减持
COP
CONOCOPHILLIPS COM
-$54.7K
2,144
-23%
增持
TGT
TARGET CORP COM
-$53.2K
1,817
+3%
减持
—
EATON CORP PLC SHS
+$52.7K
2,979
-7%
减持
TXT
TEXTRON INC COM
-$47.8K
3,691
-12%
减持
MMM
3M CO COM
-$46.2K
5,981
-3%
减持
PSX
PHILLIPS 66 COM
-$45.6K
4,025
-5%
减持
QCOM
QUALCOMM INC COM
-$45.0K
4,062
-2%
增持
DE
DEERE & CO COM
+$39.9K
776
+17%
减持
GLD
SPDR GOLD TR GOLD SHS
-$38.1K
1,229
-12%
减持
WMT
WALMART INC.
+$37.4K
7,919
-3%
减持
GOOG
ALPHABET INC CAP STK CL C
+$34.0K
13,876
-12%
减持
UPS
UNITED PARCEL SERVICES CL B
-$33.0K
2,016
-1%
减持
PEP
PEPSICO INC COM
+$33.0K
18,224
-1%
减持
ICF
ISHARES COHEN & STEERS REIT ETF
-$31.9K
5,675
-9%
减持
SBUX
STARBUCKS CORP COM
-$30.3K
4,551
-1%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$29.3K
8,360
-1%
减持
TSLA
TESLA, INC
+$28.4K
1,015
-11%
减持
DFIV
DIMENSIONAL ETF TR
-$26.8K
30,251
-4%
减持
CSCO
CISCO SYS INC COM
-$22.9K
6,850
-5%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$22.6K
4,536
-8%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$22.5K
3,205
-7%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$21.6K
47,770
-2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$21.5K
3,324
+4%
增持
AFL
AFLAC INC COM
+$21.4K
3,915
+0%
减持
EXR
EXTRA SPACE STORAGE INC
-$21.2K
1,387
-1%
增持
HALO
HALOZYME THERAPEUTICS INC COM
-$20.7K
15,795
+2%
减持
ELV
ELEVANCE HEALTH INC
-$20.4K
1,196
-0%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$19.9K
652,722
-2%
增持
DUK
DUKE ENERGY CORP NEW COM
-$19.7K
3,145
+0%
减持
OTIS
OTIS WORLDWIDE CORP COM
+$19.5K
4,259
-0%
减持
HD
HOME DEPOT INC COM
+$18.1K
31,933
-5%
减持
CMCSA
COMCAST CORP CL A
+$17.9K
7,935
-4%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$17.7K
1,005
-4%
减持
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$17.3K
6,355
-12%
增持
CL
COLGATE PALMOLIVE CO COM
+$14.8K
7,457
+0%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$11.2K
5,170
-8%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$10.7K
16,352
-0%
减持
ADI
ANALOG DEVICES INC COM
-$10.0K
2,119
-1%