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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 49
减持 75
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SYK
STRYKER CORPORATION
-$151.2M
3,019,453
-7%
增持
SPY
SPDR S&P 500
+$49.8M
124,488
+173%
增持
VTI
VANGUARD INDEX FDS
+$42.7M
135,208
+7100%
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
VEA
Vanguard FTSE Developed Markets
+$17.5M
930,771
+38%
减持
VOO
Vanguard S&P 500
-$13.2M
225,569
-4%
增持
EEM
ISHARES TR
+$11.9M
594,143
+49%
减持
MSFT
MICROSOFT CORP
-$6.4M
49,881
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS
+$3.7M
75,749
+904%
清仓
VENU
VENU HLDG CORP
-$3.4M
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$3.0M
1,306
-83%
减持
ORCL
ORACLE CORP
-$2.2M
34,786
-7%
增持
RSP
Invesco S&P 500 Equal Weight
+$2.2M
343,690
+3%
减持
WWD
WOODWARD INC
+$2.1M
59,370
-6%
减持
INTU
INTUIT
-$2.0M
7,136
-7%
减持
GOOGL
ALPHABET INC
-$2.0M
64,833
-1%
减持
IWR
iShares Russell Mid Cap
-$1.8M
1,040,186
-3%
增持
IVV
ISHARES TR
+$1.7M
6,924
+67%
增持
AAPL
APPLE INC
-$1.7M
118,825
+1%
减持
V
VISA INC
-$1.6M
30,746
-1%
增持
SLB
SCHLUMBERGER LTD
+$1.6M
125,160
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$1.5M
40,951
-2%
增持
IJH
ISHARES TR
+$1.4M
210,348
+9%
建仓
—
VENU HLDG CORP
+$1.3M
400,120
减持
COST
COSTCO WHSL CORP NEW
+$1.3M
10,595
-2%
增持
EFA
iShares MSCI EAFE
+$1.2M
80,265
+17%
减持
IWB
ISHARES TR
-$1.1M
6,719
-28%
减持
ABT
ABBOTT LABS
-$985.7K
40,142
-2%
增持
—
ACCENTURE PLC IRELAND
-$863.4K
14,041
+3%
减持
NVDA
NVIDIA CORPORATION
-$809.0K
59,400
-1%
减持
DHR
DANAHER CORPORATION
-$803.5K
20,353
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$797.0K
8,867
-0%
减持
SPGI
S&P GLOBAL INC
-$790.9K
7,633
-1%
减持
IWF
iShares Russell 1000 Growth
-$754.0K
13,898
-2%
减持
GILD
GILEAD SCIENCES INC
+$688.6K
47,668
-2%
清仓
DIA
SPDR DOW JONES INDL AVERAGE ET
-$672.8K
0
-100%
增持
IWM
iShares Russell 2000
+$662.7K
237,881
+0%
减持
MCD
MCDONALDS CORP
-$646.6K
23,825
-10%
减持
TXN
TEXAS INSTRS INC
+$613.4K
30,916
-0%
增持
VTWO
Vanguard Russell 2000
+$602.7K
92,356
+6%
减持
AXP
AMERICAN EXPRESS CO
-$584.6K
5,479
-10%
增持
AZO
AUTOZONE INC
+$559.5K
256
+184%
减持
HON
HONEYWELL INTL INC
+$554.9K
18,660
-1%
增持
—
EXXON MOBIL CORP
+$546.0K
10,085
+4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$523.7K
10,858
-1%
建仓
IBHL
ISHARES TR
+$488.3K
19,339
建仓
IBHJ
ISHARES TR
+$487.9K
18,608
建仓
IBHI
ISHARES TR
+$487.5K
20,938
建仓
IBHK
ISHARES TR
+$487.2K
19,143
建仓
IBHH
ISHARES TR
+$486.6K
20,734
建仓
JSTC
TIDAL ETF TR
+$472.1K
24,224
减持
GOOG
ALPHABET INC
-$466.9K
13,267
-3%
减持
GEV
GE VERNOVA INC
+$464.2K
2,298
-3%
减持
LWLG
LIGHTWAVE LOGIC INC
+$463.5K
173,598
-26%
减持
AMZN
AMAZON COM INC
-$453.8K
17,607
-1%
增持
NEE
NEXTERA ENERGY INC
+$451.7K
33,776
+1%
减持
BLK
BLACKROCK INC
-$451.5K
3,870
-1%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY FD
-$426.3K
0
-100%
增持
EL
LAUDER ESTEE COS INC
-$425.6K
13,738
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$421.8K
2,765
+7%
建仓
AMLP
ALPS ETF TR
+$421.1K
8,000
减持
VNQ
VANGUARD INDEX FDS
-$411.2K
5,515
-46%
增持
ADBE
ADOBE INC
-$394.9K
3,995
+2%
清仓
ZTEN
RBB FD INC
-$384.8K
0
-100%
增持
DHY
CREDIT SUISSE HIGH YIELD BD FD
+$375.0K
250,000
+400%
清仓
—
ASTRAZENECA PLC
-$367.1K
0
-100%
减持
HD
HOME DEPOT INC
-$359.9K
19,163
-1%
建仓
SNDK
SANDISK CORP
+$349.4K
550
增持
DIS
DISNEY WALT CO
-$343.5K
22,047
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$304.7K
1,718
-54%
增持
KDP
KEURIG DR PEPPER INC
+$301.1K
79,773
+24%
减持
GE
GE AEROSPACE
-$299.1K
9,369
-2%
减持
EMR
EMERSON ELEC CO
-$295.2K
17,507
-10%
增持
WMT
WALMART INC
+$290.9K
21,685
+0%
减持
QCOM
QUALCOMM INC
-$274.5K
3,909
-14%
增持
CVX
CHEVRON CORP NEW
+$267.8K
4,212
+6%
建仓
LOW
LOWES COS INC
+$261.6K
1,107
增持
APD
AIR PRODS & CHEMS INC
+$260.8K
4,096
+9%
减持
JNJ
JOHNSON & JOHNSON
+$246.9K
17,664
-10%
建仓
HYG
ISHARES TR
+$223.2K
2,805
建仓
PSX
PHILLIPS 66
+$221.9K
1,218
建仓
LRCX
LAM RESEARCH CORP
+$221.8K
1,038
减持
LLY
ELI LILLY & CO
-$221.3K
1,179
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$219.4K
32,614
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$214.5K
7,174
-1%
清仓
RBIL
RBB FD INC
-$212.6K
0
-100%
建仓
SCHH
SCHWAB STRATEGIC TR
+$211.9K
9,860
清仓
COWZ
PACER FDS TR
-$211.2K
0
-100%
清仓
MS
MORGAN STANLEY
-$210.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$209.1K
14,419
-2%
建仓
KR
KROGER CO
+$205.6K
2,841
清仓
—
MEDTRONIC PLC
-$202.3K
0
-100%
建仓
TRGP
TARGA RES CORP
+$202.1K
806
建仓
VO
VANGUARD INDEX FDS
+$201.3K
701
减持
KO
COCA COLA CO
+$201.1K
35,206
-1%
增持
IVW
ISHARES TR
-$193.8K
19,957
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$193.5K
21,031
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$192.7K
3,266
-2%
减持
PGR
PROGRESSIVE CORP
-$188.8K
6,102
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$187.7K
14,195
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$177.4K
11,159
-27%
减持
PHO
INVESCO EXCHANGE TRADED FD TR
-$172.1K
5,044
-30%
减持
UNH
UNITEDHEALTH GROUP INC
-$170.7K
1,010
-25%
增持
OKE
ONEOK INC NEW
+$165.8K
3,622
+65%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$159.9K
2,801
-1%
减持
AVGO
BROADCOM INC
-$159.5K
4,150
-1%
减持
MA
MASTERCARD INCORPORATED
-$152.7K
2,136
-0%
增持
AMAT
APPLIED MATLS INC
+$151.5K
1,314
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$151.0K
3,641
+31%
减持
TJX
TJX COS INC NEW
-$148.8K
41,849
-6%
增持
INTC
INTEL CORP
+$144.9K
15,438
+6%
增持
IJR
ISHARES TR
+$139.9K
30,391
+0%
减持
META
META PLATFORMS INC
-$136.2K
1,323
-2%
减持
DFAS
Dimensional US Small Cap ETF
-$132.0K
49,052
-6%
增持
ADI
ANALOG DEVICES INC
+$128.8K
2,212
+4%
减持
TSLA
TESLA INC
-$124.4K
1,492
-1%
增持
MRK
MERCK & CO INC
+$120.8K
6,581
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$119.9K
6,670
-17%
减持
WFC
WELLS FARGO CO NEW
-$106.5K
7,803
-0%
增持
IWD
iShares Russell 1000 Value
+$106.5K
7,976
+5%
增持
PFE
PFIZER INC
+$102.6K
25,835
+3%
减持
PEP
PEPSICO INC
+$100.2K
17,268
-4%
增持
XEL
XCEL ENERGY INC
+$96.1K
14,882
+1%
增持
COP
CONOCOPHILLIPS
+$93.5K
2,386
+1%
减持
NKE
NIKE INC
-$93.3K
7,535
-2%
增持
CSCO
CISCO SYS INC
+$75.6K
10,543
+9%
减持
MMM
3M CO
-$74.6K
4,975
-0%
减持
MGC
VANGUARD WORLD FD
-$74.5K
991
-19%
减持
CASY
CASEYS GEN STORES INC
+$71.7K
419
-1%
减持
ABBV
ABBVIE INC
-$69.2K
6,204
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$69.0K
7,328
-3%
减持
—
EATON CORP PLC
+$65.8K
2,721
-4%
增持
DVY
ISHARES TR
+$62.6K
2,386
+13%
增持
IEMG
ISHARES INC
+$61.7K
4,387
+21%
减持
IWP
iShares Russell Mid Cap Growth
-$60.1K
4,965
-2%
减持
MO
ALTRIA GROUP INC
+$59.6K
7,542
-1%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC
+$56.5K
37,460
-7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$54.9K
1,954
-10%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$50.2K
2,763
-8%
增持
MU
MICRON TECHNOLOGY INC
+$47.5K
824
+2%
增持
NTR
NUTRIEN LTD
+$47.2K
3,302
+1%
减持
TGT
TARGET CORP
+$43.7K
2,027
-2%
减持
QQQ
INVESCO QQQ TR
-$38.2K
797
-2%
增持
MYFW
FIRST WESTN FINL INC
-$38.0K
98,231
+7%
增持
—
LINDE PLC
+$37.9K
491
+2%
减持
MCK
MCKESSON CORP
+$31.0K
743
-0%
减持
T
AT&T INC
+$28.7K
9,409
-4%
减持
NDSN
NORDSON CORP
+$28.2K
1,156
-1%
增持
MDLZ
MONDELEZ INTL INC
+$25.4K
6,576
+0%
增持
ELV
ELEVANCE HEALTH INC
-$24.4K
1,029
+11%
增持
BAC
BANK AMERICA CORP
-$24.0K
4,857
+2%
