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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 20
减持 115
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
-$84.9M
3,253,602
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.5M
742,816
+18%
增持
IWM
ISHARES TR
+$6.6M
240,217
+1%
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。
增持
RSP
INVESCO EXCHANGE TRADED FD TR
+$6.5M
346,849
+6%
减持
AAPL
APPLE INC
+$5.4M
114,521
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$4.8M
123,687
-1%
减持
GOOGL
ALPHABET INC
+$3.9M
64,170
-4%
增持
VENU
VENU HLDG CORP
+$3.6M
650,120
+62%
增持
VTI
VANGUARD INDEX FDS
+$3.4M
135,208
+0%
减持
ORCL
ORACLE CORP
+$2.0M
37,928
-4%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
59,367
+0%
减持
FISV
FISERV INC
-$1.7M
27,064
-10%
减持
—
ACCENTURE PLC IRELAND
-$1.3M
15,052
-11%
减持
KDP
KEURIG DR PEPPER INC
-$1.3M
120,877
-8%
建仓
JNK
SPDR SER TR
+$1.3M
12,805
增持
MSFT
MICROSOFT CORP
+$1.2M
50,421
+1%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
11,017
-4%
减持
TJX
TJX COS INC NEW
+$1.1M
70,829
-4%
减持
IWR
ISHARES TR
-$1.1M
1,087,317
-6%
减持
INTU
INTUIT
-$1.1M
7,747
-4%
减持
TXN
TEXAS INSTRS INC
-$932.5K
32,456
-2%
清仓
BF/B
BROWN FORMAN CORP
-$920.9K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$756.1K
8,267
-4%
减持
GOOG
ALPHABET INC
+$717.8K
11,281
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$651.3K
42,424
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$604.0K
15,686
-4%
减持
V
VISA INC
-$589.6K
30,301
-2%
减持
HON
HONEYWELL INTL INC
-$581.3K
19,460
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$572.6K
10,912
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$554.2K
21,926
-5%
减持
IVV
ISHARES TR
-$543.5K
4,153
-22%
减持
PFE
PFIZER INC
-$536.5K
22,347
-51%
减持
VOO
VANGUARD INDEX FDS
+$509.9K
246,317
-7%
减持
JNJ
JOHNSON & JOHNSON
+$504.8K
18,238
-3%
减持
HD
HOME DEPOT INC
+$500.7K
19,066
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$498.6K
8,942
-6%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS
+$495.8K
80,316
+3%
减持
SPGI
S&P GLOBAL INC
-$469.0K
7,751
-4%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$467.8K
85,420
-6%
减持
IVW
ISHARES TR
-$458.2K
19,886
-23%
减持
ADBE
ADOBE INC
-$419.2K
4,654
-13%
减持
IWD
ISHARES TR
-$386.5K
7,597
-24%
减持
MAR
MARRIOTT INTL INC NEW
-$378.4K
14,465
-5%
减持
ABT
ABBOTT LABS
-$348.3K
39,197
-5%
减持
DIS
DISNEY WALT CO
-$344.6K
24,160
-4%
减持
BLK
BLACKROCK INC
+$308.4K
3,931
-4%
清仓
BF/A
BROWN FORMAN CORP
-$305.6K
0
-100%
清仓
—
BROOKFIELD INFRAST PARTNERS LP
-$302.8K
0
-100%
减持
WWD
WOODWARD INC
+$297.9K
63,253
-1%
清仓
GIS
GENERAL MLS INC
-$279.0K
0
-100%
减持
ECL
ECOLAB INC
-$272.9K
19,263
-6%
减持
FTV
FORTIVE CORP
-$272.1K
32,129
-9%
减持
IVE
ISHARES TR
-$260.1K
2,206
-40%
清仓
WEC
WEC ENERGY GROUP INC
-$259.5K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$243.4K
0
-100%
减持
KO
COCA COLA CO
-$242.1K
36,515
-3%
减持
IWF
ISHARES TR
+$240.5K
15,078
-6%
增持
ABBV
ABBVIE INC
+$237.5K
4,934
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$234.2K
7,276
+3%
减持
SCZ
ISHARES TR
-$229.0K
8,893
-29%
减持
RTX
RTX CORPORATION
+$228.0K
11,050
-0%
减持
PYPL
PAYPAL HLDGS INC
-$220.1K
18,244
-6%
建仓
—
FABRINET
+$216.6K
594
减持
AVGO
BROADCOM INC
+$211.4K
3,957
-0%
清仓
AXON
AXON ENTERPRISE INC
-$211.1K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$207.9K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$206.5K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$205.5K
1,102
建仓
EEM
ISHARES TR
+$205.0K
3,839
建仓
CMI
CUMMINS INC
+$204.4K
484
建仓
SPYG
SPDR SER TR
+$201.8K
1,931
减持
IWB
ISHARES TR
+$193.2K
9,329
-2%
增持
TSLA
TESLA INC
+$186.7K
1,397
+2%
减持
WMB
WILLIAMS COS INC
-$173.7K
4,861
-37%
减持
INTC
INTEL CORP
+$173.1K
15,601
-0%
减持
PGR
PROGRESSIVE CORP
-$170.2K
6,109
-3%
减持
SLB
SCHLUMBERGER LTD
-$161.3K
127,007
-5%
减持
DHR
DANAHER CORPORATION
-$154.5K
19,404
-4%
减持
EFA
ISHARES TR
+$152.6K
74,007
-2%
减持
PM
PHILIP MORRIS INTL INC
-$138.0K
6,831
-0%
减持
CI
THE CIGNA GROUP
-$119.9K
2,816
-0%
减持
GILD
GILEAD SCIENCES INC
-$119.0K
49,271
-2%
减持
PEP
PEPSICO INC
+$105.1K
15,559
-1%
减持
XEL
XCEL ENERGY INC
+$103.6K
15,993
-8%
减持
MCD
MCDONALDS CORP
+$103.0K
25,819
-3%
减持
IJR
ISHARES TR
+$97.6K
30,294
-5%
增持
OLN
OLIN CORP
+$96.3K
19,199
+1%
减持
MRK
MERCK & CO INC
-$96.3K
6,373
-20%
减持
PG
PROCTER AND GAMBLE CO
-$94.7K
13,167
-1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$93.2K
12,647
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$91.1K
2,783
-1%
减持
IWS
ISHARES TR
-$90.9K
2,715
-24%
减持
ELV
ELEVANCE HEALTH INC
-$84.8K
927
-6%
减持
CL
COLGATE PALMOLIVE CO
-$81.7K
7,428
-0%
减持
META
META PLATFORMS INC
-$80.1K
1,304
-7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$74.1K
32,627
-2%
减持
WMT
WALMART INC
+$67.5K
21,395
-2%
增持
IWO
ISHARES TR
+$67.2K
1,230
+8%
减持
IWP
ISHARES TR
-$66.7K
5,199
-11%
减持
DFAS
DIMENSIONAL ETF TRUST
+$58.7K
55,793
-5%
减持
APD
AIR PRODS & CHEMS INC
-$56.4K
5,584
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$54.9K
3,319
-1%
减持
—
EXXON MOBIL CORP
-$53.4K
12,288
-8%
减持
NFLX
NETFLIX INC
-$52.8K
300
-3%
减持
EL
LAUDER ESTEE COS INC
+$52.1K
14,130
-4%
减持
NKE
NIKE INC
-$49.4K
7,877
-7%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$47.6K
2,716
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$47.2K
1,312
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$46.1K
8,385
-16%
减持
AXP
AMERICAN EXPRESS CO
+$45.0K
3,777
-0%
减持
EMR
EMERSON ELEC CO
-$44.7K
17,494
-0%
减持
DE
DEERE & CO
-$42.9K
708
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$41.4K
2,186
-13%
增持
ZTEN
RBB FD INC
+$39.3K
8,458
+8%
减持
CAT
CATERPILLAR INC
+$39.2K
1,000
-11%
减持
OTIS
OTIS WORLDWIDE CORP
-$39.1K
4,942
-0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$37.5K
2,801
-16%
减持
SBUX
STARBUCKS CORP
-$36.8K
3,994
-2%
增持
WFC
WELLS FARGO CO NEW
+$34.2K
4,826
+4%
减持
GS
GOLDMAN SACHS GROUP INC
+$33.9K
391
-0%
减持
OKE
ONEOK INC NEW
-$32.3K
3,622
-0%
减持
MDLZ
MONDELEZ INTL INC
-$31.5K
5,558
-1%
减持
EIX
EDISON INTL
+$29.6K
14,123
-3%
减持
CMCSA
COMCAST CORP NEW
-$28.7K
6,569
-0%
减持
CSCO
CISCO SYS INC
-$28.2K
6,053
-5%
减持
GEV
GE VERNOVA INC
+$27.8K
2,515
-12%
减持
LLY
ELI LILLY & CO
-$27.5K
1,193
-1%
减持
—
EATON CORP PLC
+$22.6K
2,863
-3%
减持
SCHW
SCHWAB CHARLES CORP
+$22.3K
7,781
-1%
减持
QCOM
QUALCOMM INC
+$22.2K
4,140
-1%
减持
CVS
CVS HEALTH CORP
+$21.7K
4,252
-2%
减持
NEE
NEXTERA ENERGY INC
-$21.7K
34,128
-9%
减持
MCK
MCKESSON CORP
+$21.4K
741
-1%
减持
T
AT&T INC
-$21.3K
8,911
-6%
增持
DVY
ISHARES TR
+$21.1K
2,126
+0%
减持
MYFW
FIRST WESTN FINL INC
-$20.4K
109,503
-3%
减持
REGN
REGENERON PHARMACEUTICALS
+$19.8K
544
-0%
减持
DUK
DUKE ENERGY CORP NEW
+$19.3K
3,637
-0%
减持
PPG
PPG INDS INC
-$17.8K
1,994
-0%
减持
AFL
AFLAC INC
+$17.6K
3,641
-1%
减持
WM
WASTE MGMT INC DEL
-$16.8K
1,816
-1%
减持
ADI
ANALOG DEVICES INC
+$14.7K
2,094
-0%
减持
YUM
YUM BRANDS INC
+$14.1K
3,912
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$13.8K
5,776
+4%
减持
GLD
SPDR GOLD TR
-$13.7K
782
-18%
增持
BKNG
BOOKING HOLDINGS INC
-$11.8K
60
+3%
减持
MA
MASTERCARD INCORPORATED
+$11.4K
2,148
-0%
减持
COP
CONOCOPHILLIPS
+$11.2K
2,365
-0%
减持
UNP
UNION PAC CORP
+$10.8K
2,082
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$10.2K
1,139
-2%
