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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 30
减持 101
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
-$46.9M
3,255,414
-7%
增持
RSP
INVESCO EXCHANGE TRADED FD TR
+$13.2M
314,278
+33%
增持
VOO
VANGUARD INDEX FDS
-$5.6M
276,459
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。
+1%
建仓
VENU
VENU HLDG CORP
+$5.3M
577,120
减持
MSFT
MICROSOFT CORP
-$4.5M
51,839
-9%
增持
IWM
ISHARES TR
-$4.1M
241,293
+2%
减持
AAPL
APPLE INC
-$4.0M
112,103
-3%
清仓
EZM
WISDOMTREE TR
-$3.9M
0
-100%
清仓
EES
WISDOMTREE TR
-$3.8M
0
-100%
减持
GOOGL
ALPHABET INC
-$3.5M
70,238
-7%
减持
ORCL
ORACLE CORP
-$3.2M
74,042
-9%
增持
IWR
ISHARES TR
+$2.7M
1,175,788
+7%
减持
IJH
ISHARES TR
-$2.1M
179,845
-11%
增持
VTI
VANGUARD INDEX FDS
-$2.0M
134,922
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
122,128
+7%
清仓
EWY
ISHARES INC
-$1.4M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$1.2M
18,067
-8%
减持
DHR
DANAHER CORPORATION
-$1.0M
21,170
-10%
减持
MAR
MARRIOTT INTL INC NEW
-$981.3K
15,897
-7%
减持
IWF
ISHARES TR
-$971.4K
17,238
-4%
减持
HD
HOME DEPOT INC
-$897.2K
20,580
-5%
减持
TXN
TEXAS INSTRS INC
-$888.1K
34,514
-9%
减持
ADBE
ADOBE INC
-$879.2K
5,768
-17%
减持
HON
HONEYWELL INTL INC
-$856.6K
20,659
-11%
减持
PYPL
PAYPAL HLDGS INC
-$856.4K
20,117
-21%
减持
WWD
WOODWARD INC
+$744.6K
67,937
-3%
减持
DIS
DISNEY WALT CO
-$737.3K
25,582
-13%
减持
TJX
TJX COS INC NEW
-$683.8K
75,886
-8%
增持
NVDA
NVIDIA CORPORATION
-$680.4K
38,602
+7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$623.6K
10,268
-7%
减持
GILD
GILEAD SCIENCES INC
+$601.6K
51,610
-8%
减持
BLK
BLACKROCK INC
-$585.3K
4,158
-6%
减持
V
VISA INC
+$562.2K
31,355
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$555.6K
7,383
-1%
减持
ABT
ABBOTT LABS
+$532.2K
42,212
-6%
减持
INTU
INTUIT
-$528.0K
8,149
-7%
清仓
VV
VANGUARD INDEX FDS
-$490.6K
0
-100%
减持
GOOG
ALPHABET INC
-$443.6K
11,669
-2%
减持
FTV
FORTIVE CORP
-$439.6K
38,697
-11%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$410.1K
71,768
+3%
减持
DFAS
DIMENSIONAL ETF TRUST
-$382.7K
59,705
-2%
清仓
GOVT
ISHARES TR
-$378.8K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$377.6K
11,827
-6%
减持
IJR
ISHARES TR
-$365.1K
31,986
-1%
增持
KO
COCA COLA CO
+$354.6K
36,828
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
+$348.4K
23,524
-6%
减持
JNJ
JOHNSON & JOHNSON
+$336.4K
18,994
-2%
减持
GE
GE AEROSPACE
+$313.6K
9,574
-0%
减持
SPGI
S&P GLOBAL INC
-$294.8K
8,214
-8%
增持
EIX
EDISON INTL
-$292.5K
14,167
+0%
建仓
RBIL
RBB FD INC
+$284.3K
5,640
建仓
FNDX
SCHWAB STRATEGIC TR
+$278.5K
11,794
清仓
IJS
ISHARES TR
-$270.3K
0
-100%
减持
PEP
PEPSICO INC
-$264.6K
16,283
-9%
减持
PGR
PROGRESSIVE CORP
+$258.0K
6,729
-2%
减持
EL
LAUDER ESTEE COS INC
-$256.6K
15,427
-9%
清仓
VO
VANGUARD INDEX FDS
-$255.2K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$248.7K
5,791
-14%
减持
AMT
AMERICAN TOWER CORP NEW
+$246.3K
16,548
-10%
减持
PM
PHILIP MORRIS INTL INC
+$245.2K
6,841
-2%
减持
IVW
ISHARES TR
-$242.7K
25,966
-1%
减持
NKE
NIKE INC
-$238.9K
8,751
-17%
清仓
UPS
UNITED PARCEL SERVICE INC
-$227.5K
0
-100%
清仓
EME
EMCOR GROUP INC
-$226.0K
0
-100%
建仓
—
LINDE PLC
+$225.8K
485
减持
ROP
ROPER TECHNOLOGIES INC
+$221.6K
8,927
-8%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$218.8K
11,359
-8%
减持
MRK
MERCK & CO INC
-$216.2K
8,469
-14%
清仓
USB
US BANCORP DEL
-$215.5K
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$214.8K
495
清仓
BN
BROOKFIELD CORP
-$207.9K
0
-100%
增持
RTX
RTX CORPORATION
+$205.1K
11,142
+1%
建仓
CME
CME GROUP INC
+$204.8K
772
清仓
MGC
VANGUARD WORLD FD
-$203.7K
0
-100%
清仓
IJK
ISHARES TR
-$203.7K
0
-100%
减持
XEL
XCEL ENERGY INC
-$190.8K
16,019
-18%
减持
VNQ
VANGUARD INDEX FDS
-$172.3K
10,669
-17%
增持
AMZN
AMAZON COM INC
-$167.6K
5,927
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$166.8K
2,803
-4%
减持
SLB
SCHLUMBERGER LTD
+$165.9K
139,385
-6%
减持
TTEK
TETRA TECH INC NEW
-$162.0K
7,250
-23%
增持
—
EATON CORP PLC
-$161.5K
2,928
+1%
减持
IVV
ISHARES TR
-$158.5K
5,546
-0%
减持
MCD
MCDONALDS CORP
+$156.8K
27,335
-5%
减持
IWB
ISHARES TR
-$154.4K
9,929
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$149.8K
33,842
-0%
减持
CI
THE CIGNA GROUP
+$143.2K
2,818
-1%
增持
AVGO
BROADCOM INC
-$129.2K
3,784
+15%
减持
EFA
ISHARES TR
+$123.1K
76,425
-6%
减持
AXP
AMERICAN EXPRESS CO
-$115.1K
3,785
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$111.6K
12,649
-13%
减持
ABBV
ABBVIE INC
+$102.8K
4,956
-6%
增持
MCK
MCKESSON CORP
+$102.7K
941
+1%
减持
—
EXXON MOBIL CORP
-$101.1K
13,397
-15%
减持
WSM
WILLIAMS SONOMA INC
-$98.9K
1,444
-18%
减持
JPM
JPMORGAN CHASE & CO.
-$98.6K
44,587
-3%
减持
CVX
CHEVRON CORP NEW
+$95.8K
4,726
-1%
减持
CVS
CVS HEALTH CORP
+$95.7K
4,640
-5%
增持
YUM
YUM BRANDS INC
+$93.8K
3,918
+1%
减持
TOWN
TOWNEBANK PORTSMOUTH VA
-$88.5K
15,571
-15%
减持
TGT
TARGET CORP
-$73.6K
2,003
-4%
减持
QQQ
INVESCO QQQ TR
-$72.9K
624
-13%
减持
IJT
ISHARES TR
-$72.7K
3,305
-8%
减持
LLY
ELI LILLY & CO
+$69.4K
1,401
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$67.6K
3,602
-4%
减持
NEE
NEXTERA ENERGY INC
-$63.7K
39,155
-1%
增持
TSLA
TESLA INC
+$63.4K
1,066
+102%
减持
—
BROOKFIELD INFRAST PARTNERS LP
-$63.3K
9,742
-12%
增持
COP
CONOCOPHILLIPS
+$58.4K
2,615
+20%
增持
GEV
GE VERNOVA INC
-$57.9K
2,475
+0%
减持
IWS
ISHARES TR
-$56.6K
3,558
-9%
减持
—
ASTRAZENECA PLC
-$54.1K
4,325
-24%
增持
OTIS
OTIS WORLDWIDE CORP
+$53.2K
4,958
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS
+$51.4K
77,671
-1%
减持
META
META PLATFORMS INC
-$50.9K
1,467
-4%
减持
DFIV
DIMENSIONAL ETF TRUST
-$49.6K
19,497
-15%
减持
IWN
ISHARES TR
-$48.5K
2,581
-3%
减持
ELV
ELEVANCE HEALTH INC
+$47.5K
1,021
-5%
增持
MDLZ
MONDELEZ INTL INC
+$47.0K
5,664
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$45.5K
10,018
+0%
减持
WM
WASTE MGMT INC DEL
+$41.8K
1,826
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$41.3K
8,031
-11%
减持
AZO
AUTOZONE INC
-$41.1K
90
-25%
减持
FISV
FISERV INC
-$39.9K
31,296
-8%
减持
INTC
INTEL CORP
+$38.5K
15,670
-1%
减持
T
AT&T INC
+$35.2K
9,327
-7%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$34.8K
2,739
-0%
减持
MO
ALTRIA GROUP INC
+$33.1K
7,598
-6%
减持
MA
MASTERCARD INCORPORATED
+$32.3K
2,159
-1%
减持
TDG
TRANSDIGM GROUP INC
+$32.0K
571
-5%
减持
PFE
PFIZER INC
-$29.5K
22,516
-0%
增持
IWO
ISHARES TR
-$29.4K
1,161
+2%
减持
ADI
ANALOG DEVICES INC
-$25.4K
2,099
-1%
减持
SBUX
STARBUCKS CORP
+$25.0K
4,267
-1%
减持
KDP
KEURIG DR PEPPER INC
+$24.8K
135,411
-6%
增持
IWP
ISHARES TR
-$24.2K
5,896
+4%
增持
WMT
WALMART INC
-$23.5K
22,239
+2%
减持
PG
PROCTER AND GAMBLE CO
+$22.9K
13,307
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$22.8K
1,212
+7%
增持
UNP
UNION PAC CORP
+$22.4K
2,092
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$22.3K
1,055
+11%
减持
AFL
AFLAC INC
+$21.7K
3,690
-2%
增持
MYFW
FIRST WESTN FINL INC
+$20.9K
112,170
+0%
减持
PPG
PPG INDS INC
-$20.6K
1,993
-0%
减持
CMCSA
COMCAST CORP NEW
-$20.1K
6,575
-6%
减持
UNH
UNITEDHEALTH GROUP INC
+$16.4K
1,287
-1%
减持
CSCO
CISCO SYS INC
+$15.8K
6,376
-0%
减持
GIS
GENERAL MLS INC
-$15.4K
3,788
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$15.0K
397
-2%
增持
REGN
REGENERON PHARMACEUTICALS
-$13.6K
512
+8%
