First Washington CORP
SEATTLE WA · SEC CIK 0001390043
$3.53亿2026Q1 申报市值
50持仓数
54.9%前十大占比 · 第一大 20.6%
1 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JCPB 加仓+$3,416.85万
BABA 加仓+$277.42万
CME 加仓+$257.34万
ICE 加仓+$247.28万
NDAQ 加仓+$224.16万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$2,549.72万
PCAR 减仓-$1,176.95万
LASR 减仓-$979.31万
MDT 清仓-$792.37万
GEHC 清仓-$654.74万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $7,274.66万 | 20.58% | 1,545,169 | 725,754 | 88.6% | $3,416.85万 | 加仓 |
| PCAR | PACCAR INC | $3,333.78万 | 9.43% | 288,639 | -101,900 | -26.1% | -$1,176.95万 | 减仓 |
| MTZ | MASTEC INC | $1,342.33万 | 3.80% | 41,721 | -53 | -0.1% | -$1.71万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,253.98万 | 3.55% | 385,366 | -2,163 | -0.6% | -$7.04万 | 减仓 |
| LASR | NLIGHT INC | $1,237.62万 | 3.50% | 217,051 | -171,748 | -44.2% | -$979.31万 | 减仓 |
| DY | DYCOM INDS INC | $1,130.68万 | 3.20% | 33,371 | -58 | -0.2% | -$1.97万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,108.22万 | 3.14% | 32,803 | -51 | -0.2% | -$1.72万 | 减仓 |
| GDX | VANECK ETF TRUST | $938.86万 | 2.66% | 102,306 | -61 | -0.1% | -$5,598 | 减仓 |
| GEV | GE VERNOVA INC | $903.63万 | 2.56% | 10,352 | -3,288 | -24.1% | -$287.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $882.90万 | 2.50% | 13,576 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $853.29万 | 2.41% | 68,013 | 22,112 | 48.2% | $277.42万 | 加仓 |
| CME | CME GROUP INC | $797.92万 | 2.26% | 27,016 | 8,713 | 47.6% | $257.34万 | 加仓 |
| GVA | GRANITE CONSTR INC | $797.68万 | 2.26% | 66,540 | -55 | -0.1% | -$6,593 | 减仓 |
| LLY | ELI LILLY & CO | $791.19万 | 2.24% | 8,602 | -25 | -0.3% | -$2.30万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $714.11万 | 2.02% | 45,404 | 15,722 | 53.0% | $247.28万 | 加仓 |
| BAC | BANK AMERICA CORP | $681.00万 | 1.93% | 139,692 | -94 | -0.1% | -$4,582 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $645.48万 | 1.83% | 22,965 | 5,700 | 33.0% | $160.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $631.54万 | 1.79% | 6,338 | -3 | -0.0% | -$2,989 | 减仓 |
| ETN | EATON CORP PLC | $626.89万 | 1.77% | 17,527 | -67 | -0.4% | -$2.40万 | 减仓 |
| AMZN | AMAZON COM INC | $608.00万 | 1.72% | 29,193 | -16 | -0.1% | -$3,332 | 减仓 |
| MSFT | MICROSOFT CORP | $605.49万 | 1.71% | 16,357 | -4,009 | -19.7% | -$148.40万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $603.99万 | 1.71% | 164,218 | -89 | -0.1% | -$3,273 | 减仓 |
| NDAQ | NASDAQ INC | $569.39万 | 1.61% | 67,074 | 26,406 | 64.9% | $224.16万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $568.83万 | 1.61% | 14,570 | -8 | -0.1% | -$3,123 | 减仓 |
| LEN | LENNAR CORP | $552.14万 | 1.56% | 63,581 | -404 | -0.6% | -$3.51万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $546.11万 | 1.55% | 55,135 | -285 | -0.5% | -$2.82万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $529.62万 | 1.50% | 43,136 | -118 | -0.3% | -$1.45万 | 减仓 |
| BRZE | BRAZE INC | $522.99万 | 1.48% | 221,513 | -1,484 | -0.7% | -$3.50万 | 减仓 |
| AVGO | BROADCOM INC | $501.93万 | 1.42% | 16,217 | -8 | -0.0% | -$2,476 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $474.43万 | 1.34% | 65,957 | -45 | -0.1% | -$3,237 | 减仓 |
| NVDA | NVIDIA CORPORATION | $439.70万 | 1.24% | 25,212 | -202 | -0.8% | -$3.52万 | 减仓 |
| AGG | ISHARES TR | $406.36万 | 1.15% | 40,935 | -256,847 | -86.3% | -$2,549.72万 | 减仓 |
| VCEL | VERICEL CORP | $353.09万 | 1.00% | 109,759 | -72 | -0.1% | -$2,316 | 减仓 |
| ALL | ALLSTATE CORP | $315.55万 | 0.89% | 15,219 | -8 | -0.1% | -$1,659 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $291.84万 | 0.83% | 345,374 | -2,159 | -0.6% | -$1.82万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $260.11万 | 0.74% | 33,067 | -19 | -0.1% | -$1,495 | 减仓 |
| GOOGL | ALPHABET INC | $217.88万 | 0.62% | 7,577 | -5 | -0.1% | -$1,438 | 减仓 |
| ZS | ZSCALER INC | $192.42万 | 0.54% | 13,716 | -8 | -0.1% | -$1,122 | 减仓 |
| GNRC | GENERAC HLDGS INC | $157.26万 | 0.44% | 8,051 | -6 | -0.1% | -$1,172 | 减仓 |
| AAPL | APPLE INC | $134.74万 | 0.38% | 5,309 | -4 | -0.1% | -$1,015 | 减仓 |
| MRK | MERCK & CO INC | $121.85万 | 0.34% | 10,130 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $87.35万 | 0.25% | 16,620 | -14,800 | -47.1% | -$77.79万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $75.66万 | 0.21% | 3,719 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $68.23万 | 0.19% | 5,298 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $51.85万 | 0.15% | 376 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $38.09万 | 0.11% | 1,519 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.15万 | 0.09% | 650 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $28.79万 | 0.08% | 2,434 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $24.72万 | 0.07% | 2,644 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $20.17万 | 0.06% | 411 | 411 | — | $20.17万 | 新建仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -82,487 | -100.0% | -$792.37万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -79,827 | -100.0% | -$654.74万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -77,287 | -100.0% | -$519.14万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -116,733 | -100.0% | -$420.24万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -59,106 | -100.0% | -$316.81万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -25,409 | -100.0% | -$93.07万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -7,577 | -100.0% | -$76.06万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -4,500 | -100.0% | -$30.70万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |