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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 33
增持 39
减持 75
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORP COM
+$98.4M
3,767,305
-0%
清仓
—
ISHARES TR
-$37.2M
0
-100%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$23.7M
10,624
-91%
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
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$18.0M
300,901
+4%
增持
SPY
SPDR S&P 500 ETF TRUST
+$14.5M
117,923
+21%
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$13.4M
134,895
+54%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$10.3M
1,189,549
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$7.6M
752,495
+16%
增持
MSFT
MICROSOFT CORP COM
+$4.5M
73,846
+0%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$3.2M
244,082
-6%
减持
AAPL
APPLE INC COM
+$2.0M
116,574
-2%
减持
SLB
SCHLUMBERGER LTD COM
-$1.9M
229,108
-3%
增持
VTWO
VANGUARD SCOTTSDALE FDS VNG
+$1.8M
73,354
+27%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.8M
22,020
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.7M
59,934
+0%
增持
JPM
J P MORGAN CHASE & CO COM
+$1.7M
58,307
+3%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.4M
78,560
+66%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.2M
15,170
-39%
减持
—
ACCENTURE PLC CLASS A ORDINARY
+$1.2M
31,605
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$1.2M
28,234
-5%
减持
V
VISA INC COM CL A
+$1.2M
45,822
-2%
减持
INTU
INTUIT COM
+$1.1M
12,713
-5%
减持
MCD
MCDONALDS CORP COM
+$1.1M
39,027
-2%
减持
SCHW
SCHWAB CHARLES CORP NEW COM
+$1.1M
86,066
-2%
减持
HD
HOME DEPOT INC COM
+$1.1M
30,128
-3%
增持
FISV
FISERV INC COM
+$924.1K
46,127
+0%
减持
DHR
DANAHER CORP COM
-$901.0K
33,787
-4%
减持
—
BLACKROCK INC COM
+$882.3K
6,139
-3%
减持
ROP
ROPER TECHNOLOGIES, INC.
+$829.3K
14,941
-1%
减持
SPGI
S&P GLOBAL INC COM
+$808.3K
13,335
-4%
增持
GILD
GILEAD SCIENCES INC COM
+$806.1K
80,106
+6%
减持
ECL
ECOLAB INC COM
+$789.2K
32,673
-3%
减持
ADBE
ADOBE INC.
+$709.8K
10,475
-4%
减持
HON
HONEYWELL INTERNATIONAL INC COM
+$672.2K
33,800
-3%
减持
NKE
NIKE INC CL B
+$669.9K
70,590
-3%
建仓
TDG
TRANSDIGM GROUP INC COM
+$637.3K
630
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$564.2K
19,459
-3%
减持
ABT
ABBOTT LABORATORIES COM
+$562.0K
67,569
-5%
增持
GOOG
ALPHABET INC CAP STK CL C
+$517.9K
14,822
+24%
减持
ICE
INTERCONTINENTAL EXCHANGE, INC. COM
+$510.7K
33,535
-3%
减持
MAR
MARRIOTT INTERNATIONAL CL A
+$493.8K
23,127
-4%
建仓
—
BROOKFIELD INFRAST PARTNERS LP
+$489.7K
15,550
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$485.3K
35,341
-0%
减持
NEE
NEXTERA ENERGY INC COM
-$478.0K
63,224
-16%
建仓
CVS
CVS HEALTH CORPORATION
+$455.4K
5,767
建仓
SCHG
SCHWAB STRATEGIC TR
+$454.7K
5,481
建仓
TTEK
TETRA TECH INC NEW COM
+$430.8K
2,581
减持
WWD
WOODWARD INC
-$430.4K
16,086
-24%
建仓
MCK
MCKESSON CORP COM
+$414.4K
895
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$408.3K
6,062
建仓
EW
EDWARDS LIFESCIENCES CORP COM
+$390.4K
5,120
建仓
HUM
HUMANA INC COM
+$379.1K
828
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$378.0K
18,190
-8%
减持
—
EXXON MOBIL CORP COM
-$377.2K
17,729
-3%
减持
EL
LAUDER ESTEE COS INC CL A
-$357.8K
30,559
-8%
增持
NVDA
NVIDIA CORP COM
+$345.9K
5,671
+0%
建仓
WM
WASTE MANAGEMENT INC COM
+$343.2K
1,916
建仓
QLYS
QUALYS INC COM
+$340.4K
1,734
减持
IVV
ISHARES CORE S&P 500 ETF
+$323.5K
6,791
-0%
建仓
SWK
STANLEY BLACK & DECKER INC COM
+$317.2K
3,233
建仓
WCC
WESCO INTL INC
+$313.0K
1,800
建仓
NDSN
NORDSON CORP COM
+$311.2K
1,178
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$307.2K
6,750
-36%
清仓
VTEB
VANGUARD MUN BD FDS TAX-EXEMPT BD
-$306.7K
0
-100%
减持
TJX
TJX COS INC NEW COM
+$306.2K
110,330
-2%
增持
UPS
UNITED PARCEL SERVICES CL B
+$294.4K
3,871
+92%
建仓
TGT
TARGET CORP COM
+$290.4K
2,039
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$285.5K
27,016
+6%
建仓
BN
BROOKFIELD CORP
+$285.2K
7,108
增持
KO
COCA COLA CO COM
+$282.7K
42,131
+7%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$277.3K
10,616
+9%
增持
ABBV
ABBVIE INC COM
+$272.8K
6,762
+30%
建仓
SCHV
SCHWAB STRATEGIC TR
+$264.1K
3,768
增持
AMZN
AMAZON.COM INC COM
+$263.6K
9,898
+1%
清仓
IEMG
ISHARES INC CORE MSCI EMKT
-$261.2K
0
-100%
减持
BMY
BRISTOL MYERS SQUIBB CO COM
-$260.9K
33,889
-2%
建仓
OKE
ONEOK INC NEW COM
+$260.2K
3,705
增持
GS
GOLDMAN SACHS GROUP INC COM
+$256.8K
1,502
+51%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$247.1K
106,828
-5%
减持
APD
AIR PRODS & CHEMS INC COM
-$241.6K
10,525
-5%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$241.3K
1,517
增持
QCOM
QUALCOMM INC COM
+$233.7K
4,718
+17%
减持
FTV
FORTIVE CORP COM
-$230.7K
65,716
-4%
建仓
EXR
EXTRA SPACE STORAGE INC
+$228.6K
1,426
建仓
—
DISCOVER FINL SVCS COM
+$225.6K
2,007
建仓
NTR
NUTRIEN LTD
+$225.3K
4,000
建仓
BKNG
BOOKING HLDGS INC COM
+$219.9K
62
建仓
WFC
WELLS FARGO & CO NEW COM
+$217.8K
4,425
建仓
DXCM
DEXCOM INC COM
+$216.2K
1,742
建仓
MGC
VANGUARD WORLD FD
+$215.2K
1,271
建仓
—
LYONDELLBASELL INDUSTRIES N V SHS
+$213.3K
2,243
减持
DFAS
DIMENSIONAL ETF TRUST US SMALL CAP
+$212.2K
63,454
-7%
建仓
GLD
SPDR GOLD TR GOLD SHS
+$212.0K
1,109
建仓
VB
VANGUARD INDEX FDS VANGUARD
+$206.7K
969
建仓
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$205.7K
5,471
建仓
QQQ
INVESCO QQQ TR UNIT SER 1
+$201.1K
491
建仓
XLK
SELECT SECTOR SPDR TR SBI INT TECH
+$200.6K
1,042
增持
IBM
INTERNATIONAL BUSINESS MACHS CORP
+$191.3K
5,586
+9%
减持
TMO
THERMO FISHER CORP COM
-$181.5K
15,881
-7%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$163.3K
5,679
+21%
增持
MMM
3M CO COM
+$160.3K
5,923
+14%
减持
TXN
TEXAS INSTRUMENTS INC COM
+$152.5K
52,481
-5%
减持
AXP
AMERICAN EXPRESS CO COM
+$151.8K
4,006
-0%
减持
INTC
INTEL CORP COM
+$147.7K
17,373
-15%
减持
EFA
ISHARES MSCI EAFE ETF
+$143.2K
94,915
-7%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$141.2K
12,778
-2%
增持
MRK
MERCK & CO INC NEW COM
+$132.0K
11,025
+6%
增持
XEL
XCEL ENERGY INC COM
+$131.9K
18,690
+4%
增持
LLY
LILLY ELI & CO COM
+$126.4K
1,669
+6%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$122.7K
14,721
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR UNIT SER
-$122.7K
1,443
-23%
增持
META
META PLATFORM, INC.
+$109.5K
1,819
+2%
减持
KDP
KEURIG DR PEPPER INC COM
-$108.2K
103,782
-8%
增持
DUK
DUKE ENERGY CORP NEW COM
+$106.5K
3,593
+31%
减持
DIS
DISNEY WALT CO COM
+$98.5K
39,700
-8%
减持
PYPL
PAYPAL HLDGS INC COM
-$86.3K
35,293
-8%
增持
PPG
PPG INDS INC COM
+$85.0K
2,528
+12%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$83.1K
9,250
-4%
减持
AVGO
BROADCOM INC COM
+$78.9K
317
-4%
减持
LMT
LOCKHEED MARTIN CORP COM
+$77.3K
2,576
-3%
建仓
—
TRANSOCEAN LTD
+$76.2K
12,000
减持
PGR
PROGRESSIVE CORP OH COM
+$66.6K
7,621
-7%
增持
CL
COLGATE PALMOLIVE CO COM
+$64.8K
7,465
+0%
减持
VOT
VANGUARD INDEX FDS MID-CAP GROWTH
+$58.2K
3,657
-4%
增持
SBUX
STARBUCKS CORP COM
+$56.0K
4,752
+8%
增持
CVX
CHEVRON CORPORATION
+$55.0K
7,197
+19%
减持
IVE
ISHARES S&P 500 VALUE ETF
+$54.4K
4,049
-4%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$53.2K
2,789
-17%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$50.5K
1,706
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$50.3K
4,988
+1%
减持
WMT
WALMART INC.
-$50.1K
7,665
-3%
减持
ADI
ANALOG DEVICES INC COM
+$49.3K
2,117
-0%
减持
MA
MASTERCARD INC CL A
+$42.3K
2,249
-3%
增持
CAT
CATERPILLAR INC COM
+$42.2K
1,827
+0%
减持
PG
PROCTER & GAMBLE CO COM
-$40.8K
15,775
-2%
增持
T
AT&T INC COM
+$37.3K
13,113
+8%
增持
ORCL
ORACLE CORP COM
-$34.7K
114,544
+0%
减持
CSCO
CISCO SYS INC COM
-$30.0K
6,597
-2%
减持
VTWV
VANGUARD SCOTTSDALE FDS VANGUARD
+$29.5K
1,738
-0%
减持
MYFW
FIRST WESTN FINL INC COM
+$28.2K
121,120
-7%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$28.0K
6,230
-2%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$27.2K
2,764
-19%
减持
VIG
VANGUARD SPECIALIZED PORTFOLIOS
+$26.7K
2,750
-3%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$26.5K
19,904
-7%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$25.9K
3,068
-1%
增持
PFE
PFIZER INC COM
-$25.6K
30,012
+12%
减持
MO
ALTRIA GROUP INC COM
-$24.2K
12,213
-1%
减持
OTIS
OTIS WORLDWIDE CORP COM
+$24.0K
3,937
-4%
减持
ELV
ELEVANCE HEALTH INC
+$22.3K
1,123
-4%
减持
UNP
UNION PAC CORP COM
+$20.2K
2,261
-14%
