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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 34
减持 95
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
+$72.6M
3,497,138
-0%
建仓
RSP
INVESCO EXCHANGE TRADED FD TR
+$30.3M
169,069
增持
WWD
WOODWARD INC
+$9.4M
70,023
+360%
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
—
ISHARES TR
-$7.3M
1,051,583
-23%
减持
IWR
ISHARES TR
+$7.0M
1,146,405
-1%
增持
IWM
ISHARES TR
+$6.5M
244,612
+4%
减持
VOO
VANGUARD INDEX FDS
-$6.2M
308,037
-9%
减持
SPY
SPDR S&P 500 ETF TR
+$3.2M
115,235
-0%
减持
GOOGL
ALPHABET INC
-$3.0M
79,947
-10%
减持
MSFT
MICROSOFT CORP
-$2.9M
58,489
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
726,358
-0%
减持
AAPL
APPLE INC
+$2.0M
115,423
-2%
减持
SLB
SCHLUMBERGER LTD
-$1.6M
164,030
-9%
减持
ORCL
ORACLE CORP
+$1.1M
84,778
-10%
减持
INTU
INTUIT
-$1.1M
9,158
-11%
减持
ADBE
ADOBE INC
-$1.0M
7,339
-15%
减持
ROP
ROPER TECHNOLOGIES INC
-$993.2K
10,394
-14%
减持
HON
HONEYWELL INTL INC
-$771.4K
23,812
-11%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$770.1K
2
+100%
减持
MCD
MCDONALDS CORP
+$620.6K
29,319
-10%
减持
V
VISA INC
-$609.4K
34,345
-10%
减持
FISV
FISERV INC
+$591.6K
34,099
-8%
建仓
VUG
VANGUARD INDEX FDS
+$542.5K
1,413
增持
LMT
LOCKHEED MARTIN CORP
+$505.9K
2,915
+14%
减持
GILD
GILEAD SCIENCES INC
+$495.2K
55,100
-8%
增持
MYFW
FIRST WESTN FINL INC
+$478.8K
120,157
+6%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY FD
+$470.7K
39,221
减持
HD
HOME DEPOT INC
+$459.6K
22,351
-11%
减持
EL
LAUDER ESTEE COS INC
-$449.4K
19,612
-13%
减持
DIS
DISNEY WALT CO
-$435.5K
28,422
-11%
减持
MAR
MARRIOTT INTL INC NEW
-$401.9K
17,723
-11%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$401.8K
66,424
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$396.0K
33,816
+4%
减持
—
BLACKROCK INC
+$394.5K
4,592
-9%
减持
TXN
TEXAS INSTRS INC
-$368.4K
39,552
-10%
增持
JNJ
JOHNSON & JOHNSON
+$343.5K
19,636
+1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$341.5K
14,067
-14%
减持
COST
COSTCO WHSL CORP NEW
-$338.2K
13,009
-7%
减持
PYPL
PAYPAL HLDGS INC
+$322.9K
24,085
-10%
减持
FTV
FORTIVE CORP
-$310.5K
45,410
-14%
减持
NEE
NEXTERA ENERGY INC
+$290.6K
46,743
-10%
增持
PG
PROCTER AND GAMBLE CO
+$286.8K
13,403
+9%
增持
XEL
XCEL ENERGY INC
+$282.2K
19,621
+5%
减持
WMT
WALMART INC
+$279.2K
21,782
-0%
建仓
ZTEN
RBB FD INC
+$273.1K
5,250
建仓
BA
BOEING CO
+$261.2K
1,718
清仓
UPRO
PROSHARES TR
-$260.9K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
+$258.0K
25,164
-9%
减持
UPS
UNITED PARCEL SERVICE INC
-$255.8K
1,921
-49%
建仓
VBR
VANGUARD INDEX FDS
+$238.7K
1,189
清仓
HYG
ISHARES TR
-$238.5K
0
-100%
增持
IJT
ISHARES TR
+$237.0K
4,244
+54%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$231.0K
949
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$229.7K
4,784
-1%
减持
KO
COCA COLA CO
+$226.8K
36,612
-3%
减持
GOOG
ALPHABET INC
-$225.1K
11,957
-1%
建仓
T
AT&T INC
+$221.1K
10,050
清仓
EW
EDWARDS LIFESCIENCES CORP
-$219.0K
0
-100%
清仓
SPXL
DIREXION SHS ETF TR
-$217.6K
0
-100%
清仓
QLYS
QUALYS INC
-$215.6K
0
-100%
减持
GE
GE AEROSPACE
+$214.8K
9,600
-4%
建仓
EME
EMCOR GROUP INC
+$214.4K
498
建仓
PHM
PULTE GROUP INC
+$213.7K
1,489
建仓
XLF
SELECT SECTOR SPDR TR
+$213.0K
4,699
减持
AMT
AMERICAN TOWER CORP NEW
+$211.6K
19,579
-12%
清仓
COP
CONOCOPHILLIPS
-$211.3K
0
-100%
建仓
IEMG
ISHARES INC
+$207.5K
3,614
建仓
EEMV
ISHARES INC
+$206.9K
3,300
建仓
IJK
ISHARES TR
+$205.9K
2,240
减持
EFA
ISHARES TR
+$203.8K
80,418
-3%
清仓
NTR
NUTRIEN LTD
-$203.6K
0
-100%
建仓
USB
US BANCORP DEL
+$201.1K
4,398
减持
GEV
GE VERNOVA INC
+$193.1K
2,498
-3%
减持
MMM
3M CO
+$179.9K
5,302
-1%
减持
RTX
RTX CORPORATION
+$174.7K
8,621
-0%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC
+$169.5K
43,847
-0%
减持
ABT
ABBOTT LABS
-$168.5K
49,170
-12%
增持
IVV
ISHARES TR
+$167.6K
5,589
+0%
增持
—
EXXON MOBIL CORP
+$165.7K
14,592
+9%
减持
IJR
ISHARES TR
+$160.9K
32,193
-5%
减持
IWD
ISHARES TR
+$157.9K
14,229
-2%
减持
PGR
PROGRESSIVE CORP
+$152.0K
6,286
-10%
减持
SCHW
SCHWAB CHARLES CORP
-$146.5K
8,973
-9%
减持
JPM
JPMORGAN CHASE & CO.
-$142.0K
46,984
-5%
减持
PM
PHILIP MORRIS INTL INC
+$137.2K
6,900
-0%
减持
QCOM
QUALCOMM INC
-$137.0K
4,312
-1%
减持
APD
AIR PRODS & CHEMS INC
-$133.0K
6,590
-19%
减持
INTC
INTEL CORP
-$129.6K
16,020
-2%
增持
TOWN
TOWNEBANK PORTSMOUTH VA
+$125.2K
18,123
+4%
减持
ECL
ECOLAB INC
-$125.0K
24,251
-9%
减持
AXP
AMERICAN EXPRESS CO
+$124.5K
3,807
-3%
增持
VO
VANGUARD INDEX FDS
+$113.0K
1,869
+19%
减持
META
META PLATFORMS INC
+$100.3K
1,485
-0%
减持
SPGI
S&P GLOBAL INC
+$99.6K
9,406
-12%
减持
KDP
KEURIG DR PEPPER INC
-$97.7K
165,280
-12%
减持
MA
MASTERCARD INCORPORATED
+$96.4K
2,166
-2%
减持
IJH
ISHARES TR
+$90.6K
209,062
-5%
增持
MRK
MERCK & CO INC
-$85.6K
9,747
+1%
减持
SBUX
STARBUCKS CORP
+$82.9K
4,242
-0%
减持
DHR
DANAHER CORPORATION
+$80.8K
25,103
-9%
减持
PEP
PEPSICO INC
+$80.1K
17,779
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$72.8K
1,282
-4%
减持
NVDA
NVIDIA CORPORATION
-$69.8K
18,428
-1%
增持
WSM
WILLIAMS SONOMA INC
+$65.7K
1,740
+141%
增持
IWP
ISHARES TR
+$64.0K
5,537
+4%
增持
MO
ALTRIA GROUP INC
+$59.5K
7,998
+4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$57.2K
2,740
-7%
减持
IVW
ISHARES TR
+$56.9K
26,705
-1%
增持
IWO
ISHARES TR
+$55.2K
1,104
+12%
增持
REGN
REGENERON PHARMACEUTICALS
+$53.7K
514
+11%
增持
DE
DEERE & CO
+$53.7K
716
+9%
减持
—
BROOKFIELD INFRAST PARTNERS LP
+$51.9K
13,120
-12%
增持
AMZN
AMAZON COM INC
+$51.2K
5,804
+9%
增持
MDLZ
MONDELEZ INTL INC
+$50.9K
5,626
+1%
减持
—
ACCENTURE PLC IRELAND
-$50.4K
20,729
-15%
减持
HUM
HUMANA INC
-$48.1K
642
-5%
减持
CL
COLGATE PALMOLIVE CO
+$47.7K
7,431
-0%
增持
CI
THE CIGNA GROUP
+$47.4K
2,819
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$45.4K
2,810
+0%
减持
TJX
TJX COS INC NEW
-$44.9K
84,698
-7%
减持
DFAS
DIMENSIONAL ETF TRUST
+$44.8K
60,267
-6%
减持
NKE
NIKE INC
-$43.7K
45,776
-16%
减持
—
EATON CORP PLC
+$43.4K
2,880
-1%
减持
IWS
ISHARES TR
+$42.4K
3,981
-1%
减持
TXT
TEXTRON INC
-$41.9K
2,396
-19%
增持
AVGO
BROADCOM INC
+$39.7K
3,227
+902%
减持
UNP
UNION PAC CORP
+$39.6K
2,057
-0%
减持
IWF
ISHARES TR
-$39.0K
18,174
-3%
增持
NDSN
NORDSON CORP
+$37.6K
1,166
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$37.5K
6,554
+5%
减持
GIS
GENERAL MLS INC
+$37.0K
3,795
-1%
减持
AMAT
APPLIED MATLS INC
-$36.1K
1,056
-0%
减持
IVE
ISHARES TR
+$35.9K
3,662
-3%
减持
OKE
ONEOK INC NEW
+$34.7K
3,637
-0%
增持
CVX
CHEVRON CORP NEW
-$33.3K
4,678
+1%
增持
AZO
AUTOZONE INC
+$31.2K
120
+3%
增持
TTEK
TETRA TECH INC NEW
+$30.2K
11,770
+359%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$29.9K
11,867
-10%
减持
ABBV
ABBVIE INC
+$29.9K
5,223
-11%
减持
OTIS
OTIS WORLDWIDE CORP
+$28.5K
3,770
-0%
减持
IWN
ISHARES TR
-$27.1K
2,708
-14%
增持
CMCSA
COMCAST CORP NEW
+$26.4K
6,842
+3%
减持
GLD
SPDR GOLD TR
+$24.8K
999
-1%
减持
WMB
WILLIAMS COS INC
+$24.4K
7,790
-0%
减持
—
FABRINET
-$23.9K
956
-6%
增持
LLY
ELI LILLY & CO
-$21.5K
1,434
+0%
减持
—
TRANSOCEAN LTD
-$19.3K
10,554
-12%
增持
TGT
TARGET CORP
+$18.9K
2,070
+1%
减持
CSCO
CISCO SYS INC
+$18.5K
6,270
-6%
减持
—
LYONDELLBASELL INDUSTRIES N V
-$17.3K
2,466
-7%
