小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 55
减持 77
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
-$59.3M
3,253,222
-0%
减持
SPY
SPDR S&P 500
-$51.3M
45,627
-63%
减持
VTI
VANGUARD INDEX FDS
-$43.7M
1,878
-99%
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
EEM
ISHARES TR
+$21.6M
399,185
+10298%
增持
GOOGL
ALPHABET INC
+$5.0M
65,808
+3%
减持
VENU
VENU HLDG CORP
-$5.0M
400,120
-38%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS
-$3.9M
7,548
-91%
清仓
FISV
FISERV INC
-$3.5M
0
-100%
减持
TJX
TJX COS INC NEW
-$3.4M
44,477
-37%
减持
ORCL
ORACLE CORP
-$3.4M
37,515
-1%
增持
WWD
WOODWARD INC
+$3.1M
63,286
+0%
增持
AMZN
AMAZON COM INC
+$2.9M
17,853
+221%
减持
VOO
Vanguard S&P 500
-$2.8M
236,042
-4%
增持
AAPL
APPLE INC
+$2.7M
117,099
+2%
减持
VEA
Vanguard FTSE Developed Markets
-$2.4M
674,831
-9%
减持
IWR
iShares Russell Mid Cap
-$2.0M
1,069,278
-2%
减持
RSP
Invesco S&P 500 Equal Weight
-$2.0M
333,061
-4%
增持
GOOG
ALPHABET INC
+$1.5M
13,616
+21%
减持
KDP
KEURIG DR PEPPER INC
-$1.3M
64,237
-47%
增持
MSFT
MICROSOFT CORP
-$1.2M
51,440
+2%
增持
HD
HOME DEPOT INC
-$1.1M
19,362
+2%
增持
AXP
AMERICAN EXPRESS CO
+$987.3K
6,060
+60%
减持
COST
COSTCO WHSL CORP NEW
-$907.7K
10,773
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$818.4K
8,897
-1%
增持
DHR
DANAHER CORPORATION
+$815.4K
20,367
+5%
增持
JNJ
JOHNSON & JOHNSON
+$689.2K
19,671
+8%
减持
MAR
MARRIOTT INTL INC NEW
+$687.8K
14,360
-1%
建仓
DIA
SPDR DOW JONES INDL AVERAGE ET
+$672.8K
1,400
减持
ROP
ROPER TECHNOLOGIES INC
-$648.9K
7,804
-6%
减持
APD
AIR PRODS & CHEMS INC
-$593.8K
3,761
-33%
增持
V
VISA INC
+$583.3K
31,158
+3%
减持
TXN
TEXAS INSTRS INC
-$574.5K
31,060
-4%
清仓
JSTC
TIDAL ETF TR
-$492.5K
0
-100%
减持
GILD
GILEAD SCIENCES INC
+$485.8K
48,516
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$469.9K
14,506
-8%
建仓
—
CHUBB LIMITED
+$438.8K
1,406
减持
SLB
SCHLUMBERGER LTD
+$437.6K
125,140
-1%
增持
PH
PARKER-HANNIFIN CORP
+$436.6K
790
+132%
减持
HON
HONEYWELL INTL INC
-$433.5K
18,775
-4%
减持
BLK
BLACKROCK INC
-$409.8K
3,899
-1%
增持
PEP
PEPSICO INC
+$396.2K
17,986
+16%
增持
LLY
ELI LILLY & CO
+$395.5K
1,215
+2%
减持
IWF
iShares Russell 1000 Growth
-$382.5K
14,114
-6%
减持
PYPL
PAYPAL HLDGS INC
-$362.2K
14,753
-19%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$360.0K
3,017
清仓
NFLX
NETFLIX INC
-$359.7K
0
-100%
建仓
FDX
FEDEX CORP
+$352.1K
1,219
增持
CSCO
CISCO SYS INC
+$328.3K
9,638
+59%
减持
ECL
ECOLAB INC
-$328.2K
18,845
-2%
增持
WFC
WELLS FARGO CO NEW
+$323.2K
7,808
+62%
清仓
WMB
WILLIAMS COS INC
-$307.9K
0
-100%
减持
EFA
iShares MSCI EAFE
-$302.1K
68,811
-7%
减持
DIS
DISNEY WALT CO
-$298.0K
21,696
-10%
增持
EMR
EMERSON ELEC CO
+$294.1K
19,507
+12%
增持
VTWO
Vanguard Russell 2000
+$292.8K
86,903
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$287.2K
32,604
-0%
增持
ABBV
ABBVIE INC
+$276.0K
6,208
+26%
减持
ADBE
ADOBE INC
-$275.7K
3,903
-16%
减持
SPGI
S&P GLOBAL INC
+$265.0K
7,726
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$239.3K
3,702
+255%
增持
AMGN
AMGEN INC
+$236.7K
1,493
+67%
减持
INTU
INTUIT
-$231.6K
7,637
-1%
建仓
MU
MICRON TECHNOLOGY INC
+$230.9K
809
建仓
VYM
VANGUARD WHITEHALL FDS
+$228.2K
1,590
增持
PHO
INVESCO EXCHANGE TRADED FD TR
+$220.9K
7,234
+81%
减持
—
EXXON MOBIL CORP
-$220.5K
9,681
-21%
建仓
COWZ
PACER FDS TR
+$211.2K
3,510
建仓
MS
MORGAN STANLEY
+$210.0K
1,183
减持
IWM
iShares Russell 2000
+$208.9K
236,967
-1%
增持
MCD
MCDONALDS CORP
+$205.1K
26,343
+2%
清仓
CMI
CUMMINS INC
-$204.4K
0
-100%
减持
XEL
XCEL ENERGY INC
-$203.7K
14,705
-8%
建仓
—
MEDTRONIC PLC
+$202.3K
2,106
建仓
VB
VANGUARD INDEX FDS
+$202.2K
784
建仓
TGT
TARGET CORP
+$202.0K
2,066
建仓
NTR
NUTRIEN LTD
+$201.9K
3,272
清仓
SPYG
SPDR SER TR
-$201.8K
0
-100%
增持
WMT
WALMART INC
+$199.1K
21,579
+1%
减持
DFAS
Dimensional US Small Cap ETF
-$198.5K
51,975
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$192.8K
21,618
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$191.8K
7,688
-23%
减持
IJH
ISHARES TR
-$179.4K
193,352
-2%
增持
PG
PROCTER AND GAMBLE CO
+$176.3K
15,347
+17%
减持
RTX
RTX CORPORATION
+$175.4K
11,038
-0%
减持
EL
LAUDER ESTEE COS INC
+$166.5K
13,480
-5%
减持
—
EATON CORP PLC
-$164.0K
2,849
-0%
减持
FTV
FORTIVE CORP
+$161.0K
31,426
-2%
减持
EIX
EDISON INTL
-$143.1K
10,623
-25%
增持
ABT
ABBOTT LABS
-$143.0K
40,762
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$140.0K
2,583
-7%
增持
AVGO
BROADCOM INC
+$138.5K
4,172
+5%
减持
DUK
DUKE ENERGY CORP NEW
-$124.4K
2,779
-24%
增持
QQQ
INVESCO QQQ TR
+$123.6K
811
+30%
减持
JPM
JPMORGAN CHASE & CO.
+$122.4K
41,910
-1%
减持
OTIS
OTIS WORLDWIDE CORP
-$117.6K
3,826
-23%
增持
PGR
PROGRESSIVE CORP
-$110.2K
6,141
+1%
减持
NEE
NEXTERA ENERGY INC
+$109.0K
33,450
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$108.6K
10,982
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$108.3K
12,649
+0%
减持
OKE
ONEOK INC NEW
-$102.7K
2,199
-39%
增持
NVDA
NVIDIA CORPORATION
+$91.7K
59,884
+1%
增持
QCOM
QUALCOMM INC
+$89.2K
4,548
+10%
增持
GE
GE AEROSPACE
+$85.5K
9,602
+1%
减持
OLN
OLIN CORP
-$82.2K
19,087
-1%
增持
NU
NU HLDGS LTD
+$81.5K
26,734
+17%
减持
DFIV
DIMENSIONAL ETF TRUST
-$78.4K
15,359
-16%
减持
VNQ
VANGUARD INDEX FDS
-$75.0K
10,175
-5%
增持
MGC
VANGUARD WORLD FD
+$74.8K
1,229
+28%
增持
—
ASTRAZENECA PLC
+$72.2K
3,993
+4%
减持
MYFW
FIRST WESTN FINL INC
-$68.8K
91,479
-16%
增持
ADP
AUTOMATIC DATA PROCESSING INC
-$68.2K
2,834
+4%
增持
META
META PLATFORMS INC
-$64.5K
1,353
+4%
减持
—
ACCENTURE PLC IRELAND
-$64.3K
13,595
-10%
增持
CMCSA
COMCAST CORP NEW
+$63.0K
9,013
+37%
增持
ADI
ANALOG DEVICES INC
+$60.4K
2,120
+1%
减持
AMAT
APPLIED MATLS INC
+$60.1K
1,158
-0%
减持
RBIL
RBB FD INC
-$59.7K
4,280
-21%
减持
NKE
NIKE INC
-$57.9K
7,712
-2%
增持
TSLA
TESLA INC
+$57.8K
1,510
+8%
增持
—
FABRINET
+$57.5K
602
+1%
减持
KO
COCA COLA CO
+$54.6K
35,421
-3%
增持
PFE
PFIZER INC
+$53.4K
25,013
+12%
减持
SCZ
ISHARES TR
-$51.4K
8,137
-9%
减持
IWD
iShares Russell 1000 Value
+$51.1K
7,596
-0%
减持
ZTEN
RBB FD INC
-$50.8K
7,500
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$47.8K
3,323
+0%
减持
IWP
iShares Russell Mid Cap Growth
-$44.2K
5,084
-2%
增持
GLD
SPDR GOLD TR
+$43.8K
812
+4%
增持
MCK
MCKESSON CORP
+$39.5K
746
+1%
减持
CI
THE CIGNA GROUP
-$39.4K
2,806
-0%
减持
IJR
ISHARES TR
+$38.1K
30,271
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$35.2K
7,287
-13%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$32.8K
2,964
+6%
减持
CVX
CHEVRON CORP NEW
-$31.4K
3,961
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$30.6K
1,209
+0%
增持
ELV
ELEVANCE HEALTH INC
+$26.1K
929
+0%
减持
TOWN
TOWNEBANK PORTSMOUTH VA
-$22.6K
15,242
-1%
减持
CASY
CASEYS GEN STORES INC
-$21.7K
422
-6%
减持
IWS
iShares Russell Mid Cap Value
-$20.7K
2,542
-6%
增持
SBUX
STARBUCKS CORP
+$20.3K
4,254
+7%
减持
CVS
CVS HEALTH CORP
+$16.7K
4,250
-0%
减持
BAC
BANK AMERICA CORP
+$15.1K
4,742
-0%
增持
—
LINDE PLC
-$14.9K
482
+4%
减持
SCHW
SCHWAB CHARLES CORP
+$14.9K
7,584
-3%
减持
INTC
INTEL CORP
+$12.9K
14,535
-7%
减持
PM
PHILIP MORRIS INTL INC
-$12.6K
6,829
-0%
减持
NDSN
NORDSON CORP
+$11.8K
1,162
-1%
增持
ITW
ILLINOIS TOOL WKS INC
+$11.1K
1,251
+10%
减持
MMM
3M CO
-$9.3K
4,979
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$9.0K
1,345
+3%
