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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 3
增持 8
减持 120
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORP COM
-$120.0M
3,768,361
-0%
减持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
-$8.5M
288,808
-3%
增持
—
ISHARES TR
+$6.0M
1,498,998
+19%
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
AAPL
APPLE INC COM
-$5.0M
119,189
-9%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$4.7M
1,186,126
-0%
清仓
DG
DOLLAR GEN CORP NEW COM
-$4.4M
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$3.8M
258,841
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$2.8M
97,235
-3%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.7M
59,762
-11%
减持
MSFT
MICROSOFT CORP COM
-$2.5M
73,817
-3%
减持
EL
LAUDER ESTEE COS INC CL A
-$2.1M
33,394
-6%
减持
ORCL
ORACLE CORP COM
-$1.9M
114,342
-3%
减持
SLB
SCHLUMBERGER LTD COM
+$1.9M
237,382
-3%
减持
MCD
MCDONALDS CORP COM
-$1.8M
39,718
-4%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.7M
650,065
-0%
减持
TXN
TEXAS INSTRUMENTS INC COM
-$1.5M
55,301
-3%
减持
NEE
NEXTERA ENERGY INC COM
-$1.5M
75,375
-3%
减持
NKE
NIKE INC CL B
-$1.4M
73,144
-4%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.3M
101,692
-11%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.2M
29,830
-5%
减持
ABT
ABBOTT LABORATORIES COM
-$1.1M
70,989
-3%
增持
IWB
ISHARES RUSSELL 1000 ETF
-$995.7K
112,957
+0%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$985.4K
112,148
-2%
减持
HON
HONEYWELL INTERNATIONAL INC COM
-$974.9K
34,730
-2%
减持
VTWO
VANGUARD SCOTTSDALE FDS VNG
-$860.5K
57,656
-12%
减持
FISV
FISERV INC COM
-$835.8K
46,064
-4%
减持
COST
COSTCO WHSL CORP NEW COM
-$714.5K
22,521
-10%
减持
ECL
ECOLAB INC COM
-$703.4K
33,598
-2%
减持
SPGI
S&P GLOBAL INC COM
-$679.1K
13,864
-3%
减持
TMO
THERMO FISHER CORP COM
-$673.6K
17,012
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$659.2K
19,832
-6%
减持
V
VISA INC COM CL A
-$613.8K
46,852
-2%
减持
DIS
DISNEY WALT CO COM
-$613.6K
43,011
-6%
减持
INTU
INTUIT COM
+$585.4K
13,330
-2%
减持
HD
HOME DEPOT INC COM
-$532.8K
31,066
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$523.2K
14,871
-1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$477.1K
20,058
-5%
减持
—
BLACKROCK INC COM
-$472.6K
6,344
-4%
减持
SCHW
SCHWAB CHARLES CORP NEW COM
-$450.5K
88,118
-6%
清仓
BAC
BANK OF AMERICA CORP COM
-$438.8K
0
-100%
减持
WWD
WOODWARD INC
-$422.3K
21,086
-18%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$415.4K
24,707
-6%
减持
PYPL
PAYPAL HLDGS INC COM
-$405.2K
38,550
-3%
减持
GILD
GILEAD SCIENCES INC COM
-$396.5K
75,838
-4%
减持
IVV
ISHARES CORE S&P 500 ETF
-$387.5K
6,800
-8%
建仓
JSTC
TIDAL ETF TR
+$372.7K
24,224
减持
T
AT&T INC COM
-$358.4K
12,168
-64%
减持
JNJ
JOHNSON & JOHNSON COM
-$350.4K
22,616
-3%
减持
—
ACCENTURE PLC CLASS A ORDINARY
-$337.2K
32,065
-3%
减持
KDP
KEURIG DR PEPPER INC COM
-$334.3K
112,961
-9%
清仓
VT
VANGUARD INTL EQUITY INDEX FDS TT
-$329.7K
0
-100%
减持
META
META PLATFORM, INC.
-$329.7K
1,780
-41%
减持
DFAS
DIMENSIONAL ETF TRUST US SMALL CAP
-$319.0K
68,031
-4%
清仓
ICF
ISHARES COHEN & STEERS REIT ETF
-$315.4K
0
-100%
减持
PEP
PEPSICO INC COM
-$308.9K
18,098
-1%
减持
MAR
MARRIOTT INTERNATIONAL CL A
+$308.2K
24,021
-0%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$307.6K
34,455
-5%
建仓
VTEB
VANGUARD MUN BD FDS TAX-EXEMPT BD
+$306.7K
6,377
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$292.6K
7,294
-20%
清仓
VB
VANGUARD INDEX FDS VANGUARD
-$290.4K
0
-100%
清仓
RSP
INVESCO EXCHANGE-TRADED FD TR
-$276.1K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$260.8K
9,659
-1%
减持
JPM
J P MORGAN CHASE & CO COM
-$257.0K
56,708
-3%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$249.9K
0
-100%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$245.3K
4,223
-24%
减持
APD
AIR PRODS & CHEMS INC COM
-$242.5K
11,021
-2%
清仓
TGT
TARGET CORP COM
-$239.7K
0
-100%
清仓
CSX
CSX CORP COM
-$236.5K
0
-100%
清仓
KR
KROGER CO COM
-$235.7K
0
-100%
清仓
—
DISCOVER FINL SVCS COM
-$234.5K
0
-100%
清仓
DXCM
DEXCOM INC COM
-$231.8K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE, INC. COM
-$226.7K
34,505
-3%
减持
TJX
TJX COS INC NEW COM
+$226.0K
113,005
-2%
减持
KO
COCA COLA CO COM
-$221.0K
39,302
-2%
清仓
GLD
SPDR GOLD TR GOLD SHS
-$219.1K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$214.8K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$214.2K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$206.5K
0
-100%
减持
DFIV
DIMENSIONAL ETF TR
-$205.1K
24,178
-20%
清仓
XLK
SELECT SECTOR SPDR TR SBI INT TECH
-$204.6K
0
-100%
清仓
CVS
CVS HEALTH CORPORATION
-$204.5K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$204.2K
0
-100%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$204.0K
2,489
-44%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR UNIT SER
-$194.5K
1,872
-15%
减持
FTV
FORTIVE CORP COM
-$190.5K
68,357
-3%
减持
NVDA
NVIDIA CORP COM
-$181.4K
5,661
-9%
减持
ADBE
ADOBE INC.
+$171.4K
10,864
-1%
减持
ROP
ROPER TECHNOLOGIES, INC.
-$163.3K
15,107
-3%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$162.3K
13,057
-5%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$148.2K
3,402
-25%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$145.1K
14,509
-11%
减持
PFE
PFIZER INC COM
-$144.7K
26,820
-5%
减持
—
EXXON MOBIL CORP COM
+$142.6K
18,283
-2%
减持
MRK
MERCK & CO INC NEW COM
-$131.0K
10,393
-0%
减持
PG
PROCTER & GAMBLE CO COM
-$119.1K
16,128
-1%
减持
EMR
EMERSON ELEC CO COM
+$114.8K
19,255
-0%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$113.5K
1,405
-18%
减持
XEL
XCEL ENERGY INC COM
-$112.4K
17,916
-2%
减持
MMM
3M CO COM
-$111.4K
5,204
-13%
减持
AXP
AMERICAN EXPRESS CO COM
-$108.6K
4,013
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$107.6K
11,915
-14%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$106.6K
21,460
-3%
增持
PSX
PHILLIPS 66 COM
+$100.1K
4,028
+0%
减持
ABBV
ABBVIE INC COM
-$95.9K
5,200
-20%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$89.6K
47,277
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$84.4K
4,935
+2%
建仓
NU
NU HLDGS LTD
+$79.7K
10,993
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$78.3K
3,376
-2%
减持
IWC
ISHARES MICRO-CAP ETF
-$70.6K
3,033
-11%
减持
AMZN
AMAZON.COM INC COM
-$70.6K
9,757
-3%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$69.7K
4,706
-9%
增持
CVX
CHEVRON CORPORATION
+$69.2K
6,040
+0%
减持
AMGN
AMGEN INC COM
+$62.9K
1,370
-0%
减持
YUM
YUM! BRANDS INC COM
-$60.6K
3,902
-1%
减持
VO
VANGUARD INDEX FDS VANGUARD MID-CAP
-$60.3K
1,824
-9%
增持
GIS
GENERAL MILLS INC COM
-$60.3K
4,977
+1%
减持
UNP
UNION PAC CORP COM
-$52.3K
2,628
-8%
减持
OTIS
OTIS WORLDWIDE CORP COM
-$50.9K
4,087
-4%
减持
SBUX
STARBUCKS CORP COM
-$50.6K
4,385
-4%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$49.0K
3,106
-3%
减持
REGN
REGENERON PHARMACEUTICALS COM
+$47.6K
463
-0%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$45.9K
1,721
-3%
减持
MO
ALTRIA GROUP INC COM
-$43.7K
12,291
-1%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$41.9K
6,382
-5%
减持
AVGO
BROADCOM INC COM
-$41.7K
331
-9%
减持
DUK
DUKE ENERGY CORP NEW COM
-$40.0K
2,744
-13%
减持
INTC
INTEL CORP COM
+$39.7K
20,403
-0%
减持
PM
PHILIP MORRIS INTL INC COM
-$36.4K
6,980
-0%
减持
QCOM
QUALCOMM INC COM
-$34.9K
4,040
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS CORP
+$33.0K
5,148
-0%
减持
—
EATON CORP PLC SHS
+$30.7K
2,953
-1%
减持
BA
BOEING CO COM
-$30.0K
1,216
-2%
减持
COP
CONOCOPHILLIPS COM
+$27.9K
2,087
-3%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$27.0K
8,017
-4%
减持
HALO
HALOZYME THERAPEUTICS INC COM
+$26.8K
15,616
-1%
减持
DE
DEERE & CO COM
-$25.4K
766
-1%
减持
ELV
ELEVANCE HEALTH INC
-$24.1K
1,165
-3%
减持
DFUV
DIMENSIONAL ETF TR US MARKETWIDE
-$23.9K
13,438
-4%
减持
AFL
AFLAC INC COM
+$22.5K
3,854
-2%
减持
DHR
DANAHER CORP COM
+$22.5K
35,136
-3%
减持
VONG
VANGUARD SCOTTSDALE FDS VANGUARD
-$22.2K
4,981
-3%
减持
PGR
PROGRESSIVE CORP OH COM
-$20.2K
8,236
-7%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$15.0K
10,467
+4%
增持
TSLA
TESLA, INC
+$14.3K
1,119
+10%
减持
WMT
WALMART INC.
+$13.8K
7,869
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$13.8K
3,094
-7%
减持
MA
MASTERCARD INC CL A
-$12.4K
2,316
-2%
减持
CAT
CATERPILLAR INC COM
+$10.0K
1,824
-8%
减持
CSCO
CISCO SYS INC COM
+$8.9K
6,758
-1%
减持
LLY
LILLY ELI & CO COM
+$3.3K
1,576
-12%
