First Washington CORP
SEATTLE WA · SEC CIK 0001390043
$4.11亿2026Q2 申报市值
51持仓数
56.9%前十大占比 · 第一大 19.9%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JCPB 加仓+$902.76万
BABA 加仓+$344.79万
RSP 新建仓+$319.01万
VCEL 加仓+$269.59万
AAPL 加仓+$258.22万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,517.43万
BRZE 清仓-$522.99万
MTZ 减仓-$443.89万
LASR 减仓-$354.73万
ALL 清仓-$315.55万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BRZE | BRAZE INC | $0 | 0.00% | 0 | -221,513 | -100.0% | -$522.99万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -15,219 | -100.0% | -$315.55万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -345,374 | -100.0% | -$291.84万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -16,620 | -100.0% | -$87.35万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $13.33万 | 0.03% | 1,663 | 1,663 | — | $13.33万 | 新建仓 |
| IWM | ISHARES TR | $20.43万 | 0.05% | 680 | 680 | — | $20.43万 | 新建仓 |
| HUBB | HUBBELL INC | $21.50万 | 0.05% | 411 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $21.98万 | 0.05% | 159 | 159 | — | $21.98万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $23.44万 | 0.06% | 1,816 | 0 | 0.0% | — | 重新持有 |
| GOLF | ACUSHNET HLDGS CORP | $31.34万 | 0.08% | 2,644 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.53万 | 0.08% | 650 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $40.73万 | 0.10% | 1,519 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $41.28万 | 0.10% | 2,434 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $73.42万 | 0.18% | 3,973 | -1,325 | -25.0% | -$24.48万 | 减仓 |
| FIX | COMFORT SYS USA INC | $74.52万 | 0.18% | 376 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $107.29万 | 0.26% | 1,847 | -1,872 | -50.3% | -$108.75万 | 减仓 |
| MRK | MERCK & CO INC | $130.17万 | 0.32% | 10,130 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $191.41万 | 0.47% | 19,338 | -21,597 | -52.8% | -$213.77万 | 减仓 |
| ZS | ZSCALER INC | $191.47万 | 0.47% | 13,565 | -151 | -1.1% | -$2.13万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $232.96万 | 0.57% | 7,956 | -95 | -1.2% | -$2.78万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $283.66万 | 0.69% | 32,736 | -331 | -1.0% | -$2.87万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $319.01万 | 0.78% | 14,993 | 14,993 | — | $319.01万 | 新建仓 |
| AAPL | APPLE INC | $411.85万 | 1.00% | 14,233 | 8,924 | 168.1% | $258.22万 | 加仓 |
| GOOGL | ALPHABET INC | $431.49万 | 1.05% | 12,074 | 4,497 | 59.4% | $160.71万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $470.26万 | 1.15% | 65,169 | -788 | -1.2% | -$5.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $498.76万 | 1.21% | 24,927 | -285 | -1.1% | -$5.70万 | 减仓 |
| NDAQ | NASDAQ INC | $523.28万 | 1.27% | 66,389 | -685 | -1.0% | -$5.40万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $551.54万 | 1.34% | 22,728 | -237 | -1.0% | -$5.75万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $553.17万 | 1.35% | 44,933 | -471 | -1.0% | -$5.80万 | 减仓 |
| LEN | LENNAR CORP | $569.18万 | 1.39% | 62,900 | -681 | -1.1% | -$6.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $586.82万 | 1.43% | 6,273 | -65 | -1.0% | -$6.08万 | 减仓 |
| CME | CME GROUP INC | $590.41万 | 1.44% | 26,736 | -280 | -1.0% | -$6.18万 | 减仓 |
| AVGO | BROADCOM INC | $606.06万 | 1.48% | 16,044 | -173 | -1.1% | -$6.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $613.99万 | 1.50% | 16,460 | 103 | 0.6% | $3.84万 | 加仓 |
| AMZN | AMAZON COM INC | $687.78万 | 1.68% | 28,857 | -336 | -1.2% | -$8.01万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $725.20万 | 1.77% | 42,689 | -447 | -1.0% | -$7.59万 | 减仓 |
| ETN | EATON CORP PLC | $739.23万 | 1.80% | 17,348 | -179 | -1.0% | -$7.63万 | 减仓 |
| VCEL | VERICEL CORP | $757.91万 | 1.85% | 170,355 | 60,596 | 55.2% | $269.59万 | 加仓 |
| BAC | BANK OF AMER CORP | $787.14万 | 1.92% | 138,143 | -1,549 | -1.1% | -$8.83万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $848.43万 | 2.07% | 162,534 | -1,684 | -1.0% | -$8.79万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $856.62万 | 2.09% | 11,225 | -3,345 | -23.0% | -$255.27万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $997.58万 | 2.43% | 103,936 | 35,923 | 52.8% | $344.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $998.88万 | 2.43% | 13,376 | -200 | -1.5% | -$14.94万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,017.68万 | 2.48% | 134,882 | 32,576 | 31.8% | $245.79万 | 加仓 |
| LLY | ELI LILLY & CO | $1,021.43万 | 2.49% | 8,516 | -86 | -1.0% | -$10.32万 | 减仓 |
| GVA | GRANITE CONSTR INC | $1,033.69万 | 2.52% | 65,390 | -1,150 | -1.7% | -$18.18万 | 减仓 |
| LASR | NLIGHT INC | $1,156.37万 | 2.82% | 166,098 | -50,953 | -23.5% | -$354.73万 | 减仓 |
| GEV | GE VERNOVA INC | $1,203.41万 | 2.93% | 10,243 | -109 | -1.1% | -$12.81万 | 减仓 |
| MTZ | MASTEC INC | $1,291.95万 | 3.15% | 31,052 | -10,669 | -25.6% | -$443.89万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,487.45万 | 3.62% | 381,300 | -4,066 | -1.1% | -$15.86万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,624.93万 | 3.96% | 54,548 | -587 | -1.1% | -$17.49万 | 减仓 |
| DY | DYCOM INDS INC | $1,667.89万 | 4.06% | 32,989 | -382 | -1.1% | -$19.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,268.99万 | 5.53% | 19,657 | -13,146 | -40.1% | -$1,517.43万 | 减仓 |
| PCAR | PACCAR INC | $3,467.13万 | 8.45% | 288,639 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $8,155.79万 | 19.87% | 1,737,492 | 192,323 | 12.4% | $902.76万 | 加仓 |