13F 机构持仓

First Western Trust Bank

Denver CO · SEC CIK 0001513189

2026Q22026Q1 更早 9 个季度 🔒
$20.51亿2026Q2 申报市值
215持仓数
80.4%前十大占比 · 第一大 46.3%
18 / 9新建仓 / 清仓
申报市值走势$20.51亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SYK 46.3%
VOO 7.3%
IWR 5.5%
SPY 4.5%
RSP 3.6%
IWM 3.4%
VEA 3.4%
VTI 2.4%
EEM 2.2%
AAPL 1.6%

2026Q2 买入最多 按季末市值估算

XLK 加仓+$574.34万
EEM 加仓+$452.22万
XLI 新建仓+$389.37万
VEA 加仓+$257.58万
HONA 新建仓+$188.79万

2026Q2 卖出最多 按季末市值估算

HD 减仓-$427.62万
VOO 减仓-$416.14万
GOOGL 减仓-$248.66万
HON 减仓-$225.79万
IWR 减仓-$190.05万

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
SYK STRYKER CORPORATION $9.50亿46.31%3,017,349 -2,104-0.1% -$66.24万 减仓
VOO Vanguard S&P 500 $1.51亿7.35%219,510 -6,059-2.7% -$416.14万 减仓
IWR iShares Russell Mid Cap $1.13亿5.50%1,022,959 -17,227-1.7% -$190.05万 减仓
SPY SPDR S&P 500 $9,181.46万4.48%122,949 -1,539-1.2% -$114.93万 减仓
RSP Invesco S&P 500 Equal Weight $7,460.61万3.64%350,642 6,9522.0% $147.92万 加仓
IWM iShares Russell 2000 $7,043.49万3.43%234,431 -3,450-1.5% -$103.66万 减仓
VEA Vanguard FTSE Developed Markets $6,889.32万3.36%966,922 36,1513.9% $257.58万 加仓
VTI VANGUARD INDEX FDS $5,022.70万2.45%135,734 5260.4% $19.46万 加仓
EEM ISHARES TR $4,516.76万2.20%660,248 66,10511.1% $452.22万 加仓
AAPL APPLE INC $3,380.85万1.65%116,839 -1,986-1.7% -$57.47万 减仓
WWD WOODWARD INC $2,516.82万1.23%59,158 -212-0.4% -$9.02万 减仓
GOOGL ALPHABET INC $2,068.28万1.01%57,875 -6,958-10.7% -$248.66万 减仓
MSFT MICROSOFT CORP $1,755.25万0.86%47,055 -2,826-5.7% -$105.42万 减仓
IJH ISHARES TR $1,548.21万0.75%200,779 -9,569-4.5% -$73.79万 减仓
JPM JPMORGAN CHASE & CO. $1,273.97万0.62%38,920 -2,031-5.0% -$66.48万 减仓
NVDA NVIDIA CORPORATION $1,110.60万0.54%55,505 -3,895-6.6% -$77.94万 减仓
VTWO Vanguard Russell 2000 $1,103.14万0.54%90,853 -1,503-1.6% -$18.25万 减仓
V VISA INC $991.01万0.48%28,885 -1,861-6.1% -$63.85万 减仓
COST COSTCO WHSL CORP NEW $911.15万0.44%9,740 -855-8.1% -$79.98万 减仓
TXN TEXAS INSTRS INC $862.14万0.42%28,924 -1,992-6.4% -$59.38万 减仓
EFA iShares MSCI EAFE $788.73万0.38%75,927 -4,338-5.4% -$45.06万 减仓
IWF iShares Russell 1000 Growth $675.16万0.33%54,374 -1,218-2.2% -$15.12万 减仓
XLK SELECT SECTOR SPDR TR $607.07万0.30%31,864 30,1461,754.7% $574.34万 加仓
MCD MCDONALDS CORP $599.08万0.29%22,163 -1,662-7.0% -$44.93万 减仓
TJX TJX COS INC NEW $580.82万0.28%38,338 -3,511-8.4% -$53.19万 减仓
GILD GILEAD SCIENCES INC $567.70万0.28%44,934 -2,734-5.7% -$34.54万 减仓
SLB SCHLUMBERGER LTD $544.25万0.27%117,068 -8,092-6.5% -$37.62万 减仓
IVV ISHARES TR $518.16万0.25%6,919 -5-0.1% -$3,744 减仓
MAR MARRIOTT INTL INC NEW $496.07万0.24%13,386 -809-5.7% -$29.98万 减仓
VWO VANGUARD INTL EQUITY INDEX FDS $490.91万0.24%82,243 6,4948.6% $38.76万 加仓
ECL ECOLAB INC $479.17万0.23%17,199 -1,321-7.1% -$36.80万 减仓
IJR ISHARES TR $440.66万0.21%29,712 -679-2.2% -$10.07万 减仓
ORCL ORACLE CORP $438.03万0.21%29,890 -4,896-14.1% -$71.75万 减仓
JNJ JOHNSON & JOHNSON $410.01万0.20%16,144 -1,520-8.6% -$38.60万 减仓
TMO THERMO FISHER SCIENTIFIC INC $402.51万0.20%8,028 -839-9.5% -$42.07万 减仓
AMZN AMAZON COM INC $400.82万0.20%16,817 -790-4.5% -$18.83万 减仓
GOOG ALPHABET INC $393.01万0.19%11,123 -2,144-16.2% -$75.75万 减仓
XLI SELECT SECTOR SPDR TR $389.37万0.19%21,021 21,021— $389.37万 新建仓
GE GE AEROSPACE $358.07万0.17%9,581 2122.3% $7.92万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $357.18万0.17%7,138 -36-0.5% -$1.80万 减仓
IWB ISHARES TR $347.09万0.17%8,476 1,75726.1% $71.95万 加仓
— Dimensional US Small Cap ETF $343.06万0.17%41,664 -7,388-15.1% -$60.83万 减仓
DHR DANAHER CORPORATION $339.88万0.17%17,843 -2,510-12.3% -$47.81万 减仓
BLK BLACKROCK INC $332.81万0.16%3,461 -409-10.6% -$39.33万 减仓
ABT ABBOTT LABS $310.49万0.15%34,217 -5,925-14.8% -$53.76万 减仓
LHX L3HARRIS TECHNOLOGIES INC $299.66万0.15%10,312 -546-5.0% -$15.87万 减仓
MYFW FIRST WESTN FINL INC $296.19万0.14%92,241 -5,990-6.1% -$19.23万 减仓
KO COCA COLA CO $280.94万0.14%34,569 -637-1.8% -$5.18万 减仓
SPGI S&P GLOBAL INC $278.73万0.14%6,844 -789-10.3% -$32.13万 减仓
IVW ISHARES TR $274.47万0.13%19,957 00.0% — 不变
NEE NEXTERA ENERGY INC $273.54万0.13%31,165 -2,611-7.7% -$22.92万 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS INC $266.99万0.13%34,286 -3,174-8.5% -$24.72万 减仓
GEV GE VERNOVA INC $261.05万0.13%2,222 -76-3.3% -$8.93万 减仓
EMR EMERSON ELEC CO $248.94万0.12%17,390 -117-0.7% -$1.67万 减仓
HD HOME DEPOT INC $248.22万0.12%7,038 -12,125-63.3% -$427.62万 减仓
ICE INTERCONTINENTAL EXCHANGE INC $239.52万0.12%19,456 -1,575-7.5% -$19.39万 减仓
WMT WALMART INC $237.83万0.12%20,999 -686-3.2% -$7.77万 减仓
PEP PEPSICO INC $234.13万0.11%17,292 240.1% $3,250 加仓
IWD iShares Russell 1000 Value $232.54万0.11%9,592 1,61620.3% $39.18万 加仓
INTC INTEL CORP $216.58万0.11%15,511 730.5% $1.02万 加仓
AMT AMERICAN TOWER CORP NEW $214.91万0.10%13,139 -1,491-10.2% -$24.39万 减仓
RTX RTX CORPORATION $211.17万0.10%11,130 920.8% $1.75万 加仓
DIS DISNEY WALT CO $198.96万0.10%20,671 -1,376-6.2% -$13.24万 减仓
HON HONEYWELL INTL INC $191.98万0.09%8,575 -10,085-54.0% -$225.79万 减仓
HONA HONEYWELL AEROSPACE INC $188.79万0.09%8,574 8,574— $188.79万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $187.51万0.09%32,542 -72-0.2% -$4,149 减仓
PG PROCTER AND GAMBLE CO $175.84万0.09%11,991 -3,213-21.1% -$47.12万 减仓
FTV FORTIVE CORP $171.33万0.08%28,045 -3,101-10.0% -$18.94万 减仓
IYW ISHARES TR $168.99万0.08%6,700 00.0% — 不变
— ISHARES TR $168.61万0.08%65,429 46,286241.8% $119.28万 加仓
— ISHARES TR $167.83万0.08%66,035 46,696241.5% $118.68万 加仓
IBHI ISHARES TR $167.50万0.08%71,612 50,674242.0% $118.53万 加仓
IBHH ISHARES TR $166.75万0.08%70,959 50,225242.2% $118.03万 加仓
— ISHARES TR $161.84万0.08%61,154 42,546228.6% $112.60万 加仓
AVGO BROADCOM INC $155.75万0.08%4,123 -27-0.7% -$1.02万 减仓
ACN ACCENTURE PLC IRELAND $154.32万0.08%12,401 -1,640-11.7% -$20.41万 减仓
INTU INTUIT $150.65万0.07%5,772 -1,364-19.1% -$35.60万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.07%2 00.0% — 不变
LLY ELI LILLY & CO $141.77万0.07%1,182 30.3% $3,598 加仓
SCHG SCHWAB STRATEGIC TR $141.37万0.07%41,777 19,85390.6% $67.18万 加仓
ABBV ABBVIE INC $138.18万0.07%5,491 -713-11.5% -$17.94万 减仓
LMT LOCKHEED MARTIN CORP $136.28万0.07%2,675 -90-3.3% -$4.59万 减仓
LWLG LIGHTWAVE LOGIC INC $134.99万0.07%142,698 -30,900-17.8% -$29.23万 减仓
PGR PROGRESSIVE CORP $132.29万0.06%6,056 -46-0.8% -$1.00万 减仓
— EXXON MOBIL CORP $131.21万0.06%9,597 -488-4.8% -$6.67万 减仓
AXP AMERICAN EXPRESS CO $127.99万0.06%3,784 -1,695-30.9% -$57.33万 减仓
CSCO CISCO SYS INC $124.08万0.06%10,564 210.2% $2,467 加仓
JNK SPDR SER TR $119.68万0.06%12,419 -424-3.3% -$4.09万 减仓
XEL XCEL ENERGY INC $119.30万0.06%14,857 -25-0.2% -$2,007 减仓
PM PHILIP MORRIS INTL INC $118.86万0.06%6,570 -97-1.5% -$1.75万 减仓
ETN EATON CORP PLC $116.20万0.06%2,727 60.2% $2,557 加仓
QQQ INVESCO QQQ TR $110.39万0.05%1,499 70288.1% $51.70万 加仓
MA MASTERCARD INCORPORATED $109.86万0.05%2,139 30.1% $1,541 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $108.77万0.05%12,635 -12-0.1% -$1,033 减仓
CAT CATERPILLAR INC $106.92万0.05%1,004 40.4% $4,260 加仓
AMAT APPLIED MATLS INC $94.21万0.05%1,303 -11-0.8% -$7,953 减仓
— VENU HLDG CORP $90.83万0.04%400,120 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $88.61万0.04%3,151 -115-3.5% -$3.23万 减仓
ADI ANALOG DEVICES INC $87.89万0.04%2,213 10.0% $397 加仓
SCHV SCHWAB STRATEGIC TR $82.91万0.04%23,819 12,515110.7% $43.56万 加仓