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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 48
减持 76
清仓 17
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR
-$25.2M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$14.9M
274,082
-11%
增持
RSP
INVESCO EXCHANGE TRADED FD TR
+$11.0M
235,638
+39%
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
VEA
VANGUARD TAX-MANAGED FDS
-$5.3M
690,609
-5%
减持
SYK
STRYKER CORPORATION
-$4.7M
3,495,906
-0%
建仓
BLK
BLACKROCK INC
+$4.5M
4,410
清仓
—
BLACKROCK INC
-$4.4M
0
-100%
减持
IWR
ISHARES TR
-$3.7M
1,100,618
-4%
减持
NKE
NIKE INC
-$3.3M
10,499
-77%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
36,221
+97%
减持
AAPL
APPLE INC
+$2.0M
115,349
-0%
减持
IWM
ISHARES TR
-$1.8M
236,491
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
11,020
-7%
减持
DHR
DANAHER CORPORATION
-$1.6M
23,454
-7%
减持
KDP
KEURIG DR PEPPER INC
-$1.6M
143,492
-13%
减持
SLB
SCHLUMBERGER LTD
-$1.2M
147,637
-10%
减持
MSFT
MICROSOFT CORP
-$1.2M
56,827
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.2M
18,290
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
7,449
+56%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
46,038
-2%
建仓
EIX
EDISON INTL
+$1.1M
14,119
减持
NEE
NEXTERA ENERGY INC
-$1.1M
39,606
-15%
减持
GOOGL
ALPHABET INC
+$1.1M
75,914
-5%
减持
TXN
TEXAS INSTRS INC
-$1.1M
37,813
-4%
减持
V
VISA INC
+$983.3K
32,991
-4%
减持
ORCL
ORACLE CORP
-$926.2K
81,133
-4%
减持
FISV
FISERV INC
+$825.1K
33,838
-1%
减持
ECL
ECOLAB INC
-$805.7K
22,987
-5%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$749.8K
12,347
-12%
减持
ROP
ROPER TECHNOLOGIES INC
-$742.1K
9,698
-7%
减持
ADBE
ADOBE INC
-$708.6K
6,952
-5%
减持
IWD
ISHARES TR
-$685.9K
10,883
-24%
减持
EL
LAUDER ESTEE COS INC
-$680.3K
17,002
-13%
减持
HD
HOME DEPOT INC
-$617.1K
21,696
-3%
增持
EFA
ISHARES TR
-$602.2K
80,983
+1%
增持
GILD
GILEAD SCIENCES INC
+$561.7K
56,093
+2%
减持
MCD
MCDONALDS CORP
-$546.0K
28,914
-1%
清仓
VUG
VANGUARD INDEX FDS
-$542.5K
0
-100%
减持
ABT
ABBOTT LABS
-$538.7K
44,799
-9%
增持
DIS
DISNEY WALT CO
+$528.3K
29,297
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$473.8K
113,621
-1%
减持
IJH
ISHARES TR
-$462.9K
201,667
-4%
减持
—
ACCENTURE PLC IRELAND
-$444.5K
19,565
-6%
减持
SPGI
S&P GLOBAL INC
-$391.0K
8,972
-5%
建仓
GOVT
ISHARES TR
+$378.8K
16,485
减持
IWF
ISHARES TR
+$373.8K
17,919
-1%
减持
JNJ
JOHNSON & JOHNSON
-$368.6K
19,455
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$362.0K
17,093
-4%
增持
KO
COCA COLA CO
-$347.9K
36,669
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$332.9K
24,894
-1%
增持
PEP
PEPSICO INC
-$317.3K
17,796
+0%
减持
FTV
FORTIVE CORP
-$312.8K
43,619
-4%
清仓
SWK
STANLEY BLACK & DECKER INC
-$310.2K
0
-100%
减持
HON
HONEYWELL INTL INC
+$309.0K
23,158
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS
-$304.4K
78,656
-0%
增持
PYPL
PAYPAL HLDGS INC
+$289.6K
25,413
+6%
增持
LMT
LOCKHEED MARTIN CORP
-$285.0K
2,920
+0%
减持
OLN
OLIN CORP
-$271.1K
19,087
-0%
减持
GOOG
ALPHABET INC
+$267.5K
11,902
-0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$262.5K
69,385
+4%
清仓
VBR
VANGUARD INDEX FDS
-$238.7K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$237.9K
966
-48%
清仓
—
LYONDELLBASELL INDUSTRIES N V
-$236.5K
0
-100%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC
-$234.6K
40,177
-8%
建仓
GS
GOLDMAN SACHS GROUP INC
+$231.9K
405
清仓
VB
VANGUARD INDEX FDS
-$227.2K
0
-100%
清仓
—
LINDE PLC
-$226.5K
0
-100%
增持
RTX
RTX CORPORATION
+$226.2K
10,981
+27%
清仓
—
FABRINET
-$226.0K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$224.0K
1,134
减持
MYFW
FIRST WESTN FINL INC
-$219.9K
111,675
-7%
增持
WMT
WALMART INC
+$217.0K
21,869
+0%
建仓
COP
CONOCOPHILLIPS
+$216.2K
2,180
增持
AMZN
AMAZON COM INC
+$213.8K
5,904
+2%
清仓
PHM
PULTE GROUP INC
-$213.7K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$213.4K
0
-100%
建仓
TSLA
TESLA INC
+$212.8K
527
清仓
TXT
TEXTRON INC
-$212.2K
0
-100%
增持
GE
GE AEROSPACE
-$207.7K
9,609
+0%
建仓
BAC
BANK AMERICA CORP
+$207.6K
4,724
清仓
IEMG
ISHARES INC
-$207.5K
0
-100%
清仓
EEMV
ISHARES INC
-$206.9K
0
-100%
增持
AVGO
BROADCOM INC
+$206.1K
3,290
+2%
建仓
TRV
TRAVELERS COMPANIES INC
+$205.7K
854
清仓
HUM
HUMANA INC
-$203.3K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$202.0K
475
-8%
增持
CI
THE CIGNA GROUP
-$192.7K
2,839
+1%
减持
LLY
ELI LILLY & CO
-$182.7K
1,409
-2%
减持
TTEK
TETRA TECH INC NEW
-$181.0K
9,390
-20%
减持
GEV
GE VERNOVA INC
+$176.5K
2,473
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$164.6K
33,844
+0%
增持
ELV
ELEVANCE HEALTH INC
-$161.4K
1,075
+0%
减持
INTU
INTUIT
-$155.7K
8,801
-4%
减持
IWB
ISHARES TR
-$137.9K
9,933
-6%
增持
MRK
MERCK & CO INC
-$130.5K
9,815
+1%
减持
—
ASTRAZENECA PLC
-$119.9K
5,678
-10%
增持
ZTEN
RBB FD INC
+$113.6K
7,808
+49%
减持
TDG
TRANSDIGM GROUP INC
-$109.9K
598
-2%
减持
IJT
ISHARES TR
-$107.8K
3,577
-16%
减持
—
BROOKFIELD INFRAST PARTNERS LP
-$106.2K
11,120
-15%
增持
AXP
AMERICAN EXPRESS CO
+$101.0K
3,819
+0%
减持
IVW
ISHARES TR
+$96.1K
26,131
-2%
增持
ABBV
ABBVIE INC
-$95.8K
5,265
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$91.9K
1,300
+1%
减持
CVS
CVS HEALTH CORP
-$90.4K
4,871
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$88.4K
9,052
+1%
增持
MA
MASTERCARD INCORPORATED
+$81.5K
2,186
+1%
增持
MCK
MCKESSON CORP
+$79.2K
931
+2%
增持
MDLZ
MONDELEZ INTL INC
-$77.2K
5,647
+0%
减持
PG
PROCTER AND GAMBLE CO
-$76.6K
13,390
-0%
增持
WFC
WELLS FARGO CO NEW
+$72.3K
4,777
+3%
增持
IWP
ISHARES TR
+$67.5K
5,656
+2%
增持
OTIS
OTIS WORLDWIDE CORP
+$66.6K
4,950
+31%
减持
PFE
PFIZER INC
-$65.9K
22,618
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$65.6K
9,972
+30%
增持
QCOM
QUALCOMM INC
-$65.5K
4,347
+1%
减持
NDSN
NORDSON CORP
-$63.9K
1,158
-1%
减持
INTC
INTEL CORP
-$58.5K
15,827
-1%
减持
MGC
VANGUARD WORLD FD
-$57.9K
958
-24%
增持
WSM
WILLIAMS SONOMA INC
+$57.7K
1,767
+2%
增持
IJR
ISHARES TR
-$55.4K
32,198
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$53.3K
3,767
-6%
减持
MMM
3M CO
-$52.5K
5,208
-2%
增持
PGR
PROGRESSIVE CORP
+$51.2K
6,871
+9%
减持
IVV
ISHARES TR
+$51.0K
5,563
-0%
减持
PH
PARKER-HANNIFIN CORP
-$49.7K
344
-19%
增持
META
META PLATFORMS INC
+$46.3K
1,531
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$46.1K
6,208
-5%
清仓
—
TRANSOCEAN LTD
-$44.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$43.9K
6,379
+2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$42.7K
2,827
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$41.2K
60,696
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$40.0K
21,924
+300%
增持
TGT
TARGET CORP
-$40.0K
2,091
+1%
减持
CAT
CATERPILLAR INC
-$38.6K
1,128
-1%
减持
GIS
GENERAL MLS INC
-$38.4K
3,793
-0%
增持
UNP
UNION PAC CORP
-$35.2K
2,069
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$34.4K
1,804
-6%
增持
ADI
ANALOG DEVICES INC
-$34.4K
2,112
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$34.2K
10,421
-6%
减持
OKE
ONEOK INC NEW
+$33.6K
3,636
-0%
减持
BA
BOEING CO
-$31.1K
1,300
-24%
减持
COST
COSTCO WHSL CORP NEW
+$30.6K
12,620
-3%
清仓
—
S&W SEED CO
-$30.6K
0
-100%
减持
TJX
TJX COS INC NEW
-$28.7K
82,168
-3%
增持
PPG
PPG INDS INC
-$25.8K
1,997
+0%
增持
CMCSA
COMCAST CORP NEW
-$23.0K
7,001
+2%
减持
IWS
ISHARES TR
-$21.7K
3,903
-2%
增持
TOWN
TOWNEBANK PORTSMOUTH VA
+$21.7K
18,228
+1%
增持
SBUX
STARBUCKS CORP
-$20.0K
4,313
+2%
