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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 21
减持 107
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
+$126.0M
3,504,430
-7%
建仓
—
ISHARES TR
+$29.4M
1,228,136
增持
VOO
VANGUARD INDEX FDS
+$16.4M
307,462
+2%
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
IWR
ISHARES TR
+$7.5M
1,188,974
-0%
减持
AAPL
APPLE INC
-$6.3M
94,097
-19%
减持
SPY
SPDR S&P 500 ETF TR
+$5.4M
117,460
-0%
增持
KDP
KEURIG DR PEPPER INC
+$3.3M
218,737
+111%
减持
COST
COSTCO WHSL CORP NEW
-$2.8M
16,014
-27%
减持
ORCL
ORACLE CORP
+$1.7M
109,314
-5%
减持
NKE
NIKE INC
-$1.6M
64,989
-8%
减持
MSFT
MICROSOFT CORP
+$1.4M
69,291
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
745,048
-1%
减持
JPM
JPMORGAN CHASE & CO
+$1.3M
55,976
-4%
减持
ADBE
ADOBE INC
-$1.2M
10,072
-4%
减持
—
ACCENTURE PLC IRELAND
-$1.1M
28,793
-9%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
1,892
-67%
减持
GILD
GILEAD SCIENCES INC
-$1.0M
74,553
-7%
减持
FISV
FISERV INC
+$1.0M
44,633
-3%
减持
IWM
ISHARES TR
+$965.2K
237,541
-3%
增持
IJH
ISHARES TR
-$953.5K
257,775
+330%
减持
AMT
AMERICAN TOWER CORP NEW
-$892.8K
26,329
-7%
减持
MCD
MCDONALDS CORP
-$884.6K
37,905
-3%
减持
DIS
DISNEY WALT CO
+$863.4K
36,351
-8%
减持
ECL
ECOLAB INC
+$733.3K
31,243
-4%
减持
HD
HOME DEPOT INC
+$673.6K
28,974
-4%
减持
HON
HONEYWELL INTL INC
-$664.5K
31,297
-7%
减持
GOOGL
ALPHABET INC
+$650.2K
103,180
-3%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$579.4K
0
-100%
清仓
HALO
HALOZYME THERAPEUTICS INC COM
-$577.2K
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
+$565.8K
22,913
-1%
减持
IWF
ISHARES TR
+$545.0K
19,120
-2%
减持
AMZN
AMAZON COM INC
-$523.4K
5,436
-45%
减持
APD
AIR PRODS & CHEMS INC
-$513.6K
9,775
-7%
减持
FTV
FORTIVE CORP
+$487.8K
61,921
-6%
减持
TJX
TJX COS INC NEW
+$481.4K
106,798
-3%
清仓
MCHP
MICROCHIP TECHNOLOGY INC COM
-$478.9K
0
-100%
减持
GE
GE AEROSPACE
+$466.7K
10,378
-2%
减持
SPGI
S&P GLOBAL INC
-$448.6K
12,753
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$438.6K
15,258
-4%
减持
PGR
PROGRESSIVE CORP
+$336.9K
7,498
-2%
减持
EL
LAUDER ESTEE COS INC
-$325.2K
26,883
-12%
清仓
WCC
WESCO INTL INC
-$313.0K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$303.6K
7,791
清仓
DGP
DB GOLD DOUBLE LONG ETN DUE FEBRUARY
-$274.4K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$274.1K
212,528
-7%
减持
CVX
CHEVRON CORP NEW
-$272.5K
5,078
-29%
减持
PSX
PHILLIPS 66
-$272.5K
1,615
-60%
减持
IWB
ISHARES TR
+$271.8K
10,617
-0%
减持
WWD
WOODWARD INC
+$268.1K
15,948
-1%
清仓
TSLA
TESLA, INC
-$261.2K
0
-100%
建仓
DVY
ISHARES TR
+$260.6K
2,116
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$259.7K
4,848
-3%
减持
DHR
DANAHER CORPORATION
+$259.2K
32,338
-4%
建仓
UPRO
PROSHARES TR
+$239.6K
3,396
建仓
PH
PARKER-HANNIFIN CORP
+$236.2K
425
建仓
WSM
WILLIAMS SONOMA INC
+$229.3K
722
清仓
BA
BOEING CO COM
-$224.9K
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$220.2K
218
建仓
—
LINDE PLC
+$220.1K
474
建仓
MPC
MARATHON PETE CORP
+$220.0K
1,092
建仓
AMAT
APPLIED MATLS INC
+$218.0K
1,057
减持
TXN
TEXAS INSTRS INC
-$216.1K
50,111
-5%
建仓
DOV
DOVER CORP
+$214.0K
1,208
建仓
—
TRAVELERS COMPANIES INC
+$213.3K
927
建仓
PEG
PUBLIC SVC ENTERPRISE GRP INC
+$211.2K
3,162
减持
IJK
ISHARES TR
+$209.6K
19,577
-2%
建仓
—
TECHNIPFMC PLC
+$207.3K
8,256
减持
V
VISA INC
+$203.2K
43,475
-5%
减持
ROP
ROPER TECHNOLOGIES INC
-$201.7K
14,164
-5%
减持
—
EATON CORP PLC
+$199.7K
2,913
-1%
减持
IVV
ISHARES TR
+$183.6K
6,519
-4%
增持
CI
THE CIGNA GROUP
+$181.0K
2,811
+0%
减持
LLY
ELI LILLY & CO
+$178.5K
1,480
-11%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$177.9K
18,813
+3%
减持
EFA
ISHARES TR
-$170.8K
87,416
-8%
减持
PFE
PFIZER INC
-$161.1K
25,333
-16%
减持
AXP
AMERICAN EXPRESS CO
+$142.3K
3,921
-2%
减持
GOOG
ALPHABET INC
-$139.8K
12,801
-14%
减持
MO
ALTRIA GROUP INC
-$136.4K
8,168
-33%
减持
PG
PROCTER AND GAMBLE CO
-$134.8K
13,417
-15%
增持
WMT
WALMART INC
+$127.0K
22,194
+190%
减持
AMGN
AMGEN INC
-$126.2K
944
-31%
减持
HUM
HUMANA INC
-$120.4K
746
-10%
减持
JNJ
JOHNSON & JOHNSON
-$119.7K
21,515
-4%
增持
NU
NU HLDGS LTD
+$118.3K
17,589
+60%
增持
QQQ
INVESCO QQQ TR
+$116.4K
715
+46%
减持
TDG
TRANSDIGM GROUP INC
+$115.2K
611
-3%
减持
INTC
INTEL CORP
-$113.9K
17,186
-1%
减持
RTX
RTX CORPORATION
+$104.1K
9,047
-2%
减持
MA
MASTERCARD INCORPORATED
+$103.1K
2,206
-2%
减持
IWS
ISHARES TR
-$101.6K
5,453
-19%
建仓
DHY
CREDIT SUISSE HIGH YIELD BD FD
+$101.0K
50,000
减持
—
EXXON MOBIL CORP
-$97.8K
14,408
-19%
减持
IJR
ISHARES TR
-$84.7K
33,849
-4%
减持
INTU
INTUIT
-$84.3K
12,095
-5%
增持
CL
COLGATE PALMOLIVE CO
+$82.1K
7,519
+1%
减持
MRK
MERCK & CO INC
+$79.7K
9,713
-12%
减持
MMM
3M CO
-$77.6K
5,373
-9%
增持
MCK
MCKESSON CORP
+$75.8K
913
+2%
增持
AZO
AUTOZONE INC
+$74.0K
117
+3%
增持
AVGO
BROADCOM INC
+$72.9K
322
+2%
减持
PYPL
PAYPAL HLDGS INC
-$72.0K
31,278
-11%
减持
PEP
PEPSICO INC
+$70.9K
17,880
-1%
减持
ABT
ABBOTT LABS
-$70.4K
64,815
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$70.2K
1,442
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$70.1K
1,328
-4%
减持
META
META PLATFORMS INC
+$70.0K
1,470
-19%
减持
TGT
TARGET CORP
+$69.9K
2,033
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$69.1K
33,338
-2%
减持
NEE
NEXTERA ENERGY INC
-$62.6K
59,108
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
+$62.0K
31,790
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS
+$57.4K
78,673
+0%
减持
QCOM
QUALCOMM INC
+$57.3K
4,369
-7%
减持
DFAS
DIMENSIONAL ETF TRUST
+$56.6K
61,593
-3%
增持
TXT
TEXTRON INC
+$54.7K
3,477
+0%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$51.8K
3,886
-22%
增持
QLYS
QUALYS INC
-$48.8K
1,747
+1%
减持
—
BLACKROCK INC
-$48.1K
5,920
-4%
减持
UNP
UNION PAC CORP
-$46.0K
2,071
-8%
减持
SBUX
STARBUCKS CORP
-$45.3K
4,497
-5%
减持
IWD
ISHARES TR
-$44.6K
13,747
-9%
增持
OKE
ONEOK INC NEW
+$44.3K
3,798
+3%
减持
IWN
ISHARES TR
-$43.9K
6,033
-6%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$43.8K
70,454
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
-$41.6K
3,650
-29%
减持
SWK
STANLEY BLACK & DECKER INC
-$41.3K
2,817
-13%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$40.4K
3,048
-1%
增持
—
DISCOVER FINL SVCS
+$39.6K
2,023
+1%
减持
CMCSA
COMCAST CORP NEW
-$36.7K
6,625
-10%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$35.2K
1,318
-13%
减持
DFUV
DIMENSIONAL ETF TRUST
-$35.0K
11,373
-15%
减持
OTIS
OTIS WORLDWIDE CORP
+$34.9K
3,900
-1%
减持
WFC
WELLS FARGO CO NEW
+$34.5K
4,353
-2%
减持
IWO
ISHARES TR
+$33.7K
2,722
-2%
增持
—
LYONDELLBASELL INDUSTRIES N V
+$32.3K
2,401
+7%
增持
UPS
UNITED PARCEL SERVICE INC
-$31.4K
3,884
+0%
减持
IVE
ISHARES TR
+$30.8K
3,934
-3%
减持
YUM
YUM BRANDS INC
+$30.3K
3,896
-0%
减持
ELV
ELEVANCE HEALTH INC
+$23.7K
1,067
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$23.4K
6,154
-1%
减持
GIS
GENERAL MLS INC
+$22.8K
4,739
-0%
减持
VO
VANGUARD INDEX FDS
-$22.5K
1,465
-12%
减持
EXR
EXTRA SPACE STORAGE INC
-$21.4K
1,410
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.5K
4,881
-13%
减持
CVS
CVS HEALTH CORP
-$18.0K
5,483
-5%
减持
COP
CONOCOPHILLIPS
+$18.0K
2,039
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$16.8K
56
-10%
减持
ABBV
ABBVIE INC
+$16.6K
5,846
-14%
增持
—
ASTRAZENECA PLC
+$13.9K
6,231
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$10.6K
2,590
+1%