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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 147 项
建仓 13
增持 30
减持 96
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
+$75.8M
3,254,658
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$9.2M
125,516
+3%
减持
VOO
VANGUARD INDEX FDS
+$8.3M
264,651
-4%
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
+$6.0M
1,153,332
-2%
减持
MSFT
MICROSOFT CORP
+$5.4M
50,014
-4%
增持
NVDA
NVIDIA CORPORATION
+$5.2M
59,217
+53%
增持
RSP
INVESCO EXCHANGE TRADED FD TR
+$4.9M
326,390
+4%
减持
VTI
VANGUARD INDEX FDS
+$3.9M
134,895
-0%
减持
IWM
ISHARES TR
+$3.3M
238,581
-1%
减持
WWD
WOODWARD INC
+$3.3M
64,004
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
631,370
-3%
增持
IJH
ISHARES TR
+$2.5M
208,745
+16%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.1M
90,438
+26%
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
43,912
-2%
减持
FISV
FISERV INC
-$1.7M
30,086
-4%
减持
ORCL
ORACLE CORP
-$1.7M
39,575
-47%
减持
INTU
INTUIT
+$1.4M
8,089
-1%
减持
SLB
SCHLUMBERGER LTD
-$1.3M
133,920
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
9,467
-8%
增持
AAPL
APPLE INC
-$1.2M
115,690
+3%
清仓
EWG
ISHARES INC
-$1.0M
0
-100%
减持
FTV
FORTIVE CORP
-$985.7K
35,414
-8%
增持
GE
GE AEROSPACE
+$961.9K
11,182
+17%
建仓
BF/B
BROWN FORMAN CORP
+$920.9K
34,223
减持
GOOGL
ALPHABET INC
+$880.1K
66,627
-5%
减持
MCD
MCDONALDS CORP
-$795.5K
26,502
-3%
增持
GEV
GE VERNOVA INC
+$763.1K
2,870
+16%
减持
TXN
TEXAS INSTRS INC
+$693.5K
33,213
-4%
减持
VENU
VENU HLDG CORP
-$620.9K
400,120
-31%
减持
IWF
ISHARES TR
+$597.7K
16,068
-7%
减持
DIS
DISNEY WALT CO
+$586.0K
25,086
-2%
减持
—
ACCENTURE PLC IRELAND
-$582.8K
16,912
-6%
增持
PFE
PFIZER INC
+$535.3K
45,621
+103%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$518.4K
33,390
-1%
减持
EFA
ISHARES TR
+$511.2K
75,595
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$508.3K
7,048
-5%
建仓
COF
CAPITAL ONE FINL CORP
+$466.6K
2,193
增持
AVGO
BROADCOM INC
+$460.5K
3,969
+5%
减持
EMR
EMERSON ELEC CO
+$415.5K
17,547
-0%
建仓
NFLX
NETFLIX INC
+$412.5K
308
减持
ROP
ROPER TECHNOLOGIES INC
-$384.4K
8,607
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$382.4K
11,003
-3%
减持
PEP
PEPSICO INC
-$361.4K
15,753
-3%
减持
MAR
MARRIOTT INTL INC NEW
+$359.0K
15,174
-5%
清仓
—
DISCOVER FINL SVCS
-$345.3K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS
+$340.4K
77,957
+0%
减持
BLK
BLACKROCK INC
+$339.2K
4,074
-2%
减持
DHR
DANAHER CORPORATION
-$338.3K
20,257
-4%
增持
MYFW
FIRST WESTN FINL INC
+$337.6K
112,665
+0%
减持
HD
HOME DEPOT INC
-$317.7K
19,705
-4%
建仓
BF/A
BROWN FORMAN CORP
+$305.6K
11,124
减持
HON
HONEYWELL INTL INC
+$303.1K
20,086
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$279.1K
12,636
-0%
清仓
FNDX
SCHWAB STRATEGIC TR
-$278.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$273.1K
18,834
-1%
建仓
EME
EMCOR GROUP INC
+$269.1K
503
增持
UNH
UNITEDHEALTH GROUP INC
-$268.2K
1,301
+1%
减持
KDP
KEURIG DR PEPPER INC
-$266.7K
132,096
-2%
建仓
WEC
WEC ENERGY GROUP INC
+$259.5K
2,490
增持
—
EATON CORP PLC
+$252.9K
2,938
+0%
建仓
CEG
CONSTELLATION ENERGY CORP
+$243.4K
754
清仓
XLF
SELECT SECTOR SPDR TR
-$234.1K
0
-100%
清仓
BA
BOEING CO
-$226.3K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$225.8K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$225.6K
6,291
-7%
建仓
BN
BROOKFIELD CORP
+$223.8K
3,619
减持
LLY
ELI LILLY & CO
-$219.3K
1,203
-14%
建仓
IEMG
ISHARES INC
+$216.9K
3,614
建仓
MGC
VANGUARD WORLD FD
+$215.5K
958
建仓
AMAT
APPLIED MATLS INC
+$212.4K
1,160
清仓
TTEK
TETRA TECH INC NEW
-$212.1K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$211.1K
255
清仓
TGT
TARGET CORP
-$209.0K
0
-100%
减持
IVV
ISHARES TR
+$206.8K
5,352
-3%
减持
GOOG
ALPHABET INC
+$206.6K
11,442
-2%
建仓
PANW
PALO ALTO NETWORKS INC
+$206.5K
1,009
减持
COST
COSTCO WHSL CORP NEW
+$198.6K
11,500
-3%
减持
GILD
GILEAD SCIENCES INC
-$194.8K
50,402
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
+$193.6K
59,032
-1%
减持
META
META PLATFORMS INC
+$192.2K
1,406
-4%
增持
AXP
AMERICAN EXPRESS CO
+$191.2K
3,792
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
+$190.4K
23,155
-2%
减持
WMT
WALMART INC
+$185.1K
21,860
-2%
减持
NEE
NEXTERA ENERGY INC
-$177.7K
37,425
-4%
减持
EL
LAUDER ESTEE COS INC
+$174.8K
14,765
-4%
减持
IWB
ISHARES TR
+$170.8K
9,472
-5%
减持
ECL
ECOLAB INC
+$163.8K
20,592
-3%
增持
TSLA
TESLA INC
+$158.3K
1,368
+28%
增持
IJR
ISHARES TR
+$157.4K
32,045
+0%
减持
CVX
CHEVRON CORP NEW
-$156.0K
4,432
-6%
减持
—
EXXON MOBIL CORP
-$154.4K
13,348
-0%
减持
ADBE
ADOBE INC
-$151.3K
5,327
-8%
减持
PG
PROCTER AND GAMBLE CO
-$149.9K
13,293
-0%
减持
RTX
RTX CORPORATION
+$145.1K
11,101
-0%
减持
TJX
TJX COS INC NEW
-$133.8K
73,764
-3%
减持
ABBV
ABBVIE INC
-$133.5K
4,875
-2%
减持
PYPL
PAYPAL HLDGS INC
+$131.0K
19,424
-3%
减持
MRK
MERCK & CO INC
-$129.0K
7,973
-6%
减持
APD
AIR PRODS & CHEMS INC
-$128.6K
5,599
-3%
减持
IWP
ISHARES TR
+$114.4K
5,820
-1%
减持
AMZN
AMAZON COM INC
+$101.4K
5,602
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$95.7K
3,363
-7%
减持
SCHW
SCHWAB CHARLES CORP
+$91.9K
7,897
-2%
增持
EIX
EDISON INTL
-$83.6K
14,556
+3%
减持
MCK
MCKESSON CORP
-$82.2K
752
-20%
增持
ADI
ANALOG DEVICES INC
+$76.5K
2,100
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$72.0K
1,206
-0%
减持
IWD
ISHARES TR
-$69.0K
9,953
-6%
减持
SPGI
S&P GLOBAL INC
+$68.0K
8,044
-2%
减持
ITW
ILLINOIS TOOL WKS INC
-$62.9K
1,160
-18%
减持
COP
CONOCOPHILLIPS
-$62.1K
2,368
-9%
减持
TDG
TRANSDIGM GROUP INC
+$61.7K
560
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$60.6K
392
-1%
减持
ELV
ELEVANCE HEALTH INC
-$59.8K
988
-3%
减持
V
VISA INC
-$54.9K
30,795
-2%
增持
GIS
GENERAL MLS INC
+$52.6K
5,386
+42%
增持
XEL
XCEL ENERGY INC
+$52.2K
17,419
+9%
减持
—
ASTRAZENECA PLC
-$49.3K
3,843
-11%
减持
SBUX
STARBUCKS CORP
-$43.9K
4,089
-4%
减持
NKE
NIKE INC
+$43.1K
8,427
-4%
增持
REGN
REGENERON PHARMACEUTICALS
-$38.6K
545
+6%
减持
WFC
WELLS FARGO CO NEW
+$37.1K
4,622
-0%
增持
DE
DEERE & CO
+$30.6K
721
+1%
减持
IWO
ISHARES TR
+$29.8K
1,142
-2%
减持
MA
MASTERCARD INCORPORATED
+$27.0K
2,154
-0%
减持
MMM
3M CO
+$26.3K
5,197
-0%
增持
KO
COCA COLA CO
+$26.1K
37,650
+2%
减持
BAC
BANK AMERICA CORP
+$22.3K
5,095
-3%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$21.8K
3,346
+19%
减持
AMT
AMERICAN TOWER CORP NEW
+$19.9K
16,382
-1%
增持
NDSN
NORDSON CORP
+$17.0K
1,201
+1%
减持
WMB
WILLIAMS COS INC
+$16.2K
7,669
-2%
减持
CVS
CVS HEALTH CORP
-$15.5K
4,332
-7%
减持
—
BROOKFIELD INFRAST PARTNERS LP
+$12.6K
9,039
-7%
减持
RBIL
RBB FD INC
-$11.8K
5,440
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$10.1K
5,547
+1%
增持
PPG
PPG INDS INC
+$9.5K
1,999
+0%
增持
T
AT&T INC
+$9.1K
9,430
+1%
减持
IJT
ISHARES TR
+$8.7K
3,158
-4%
增持
CMCSA
COMCAST CORP NEW
-$7.6K
6,586
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$7.0K
9,953
-4%
减持
INTC
INTEL CORP
-$5.6K
15,637
-0%
减持
MDLZ
MONDELEZ INTL INC
-$5.6K
5,616
-1%
减持
TOWN
TOWNEBANK PORTSMOUTH VA
-$3.7K
15,467
-1%
减持
ABT
ABBOTT LABS
-$1.1K
41,161
-2%
减持
DOV
DOVER CORP
+$688
1,208
-4%
减持
QCOM
QUALCOMM INC
+$450
4,185
-3%
