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
PYPL PAYPAL HLDGS INC $00.00%0 -14,419-100.0% -$65.22万 清仓
SNDK SANDISK CORP $00.00%0 -550-100.0% -$34.94万 清仓
T AT&T INC $00.00%0 -9,409-100.0% -$27.28万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -9,256-100.0% -$26.57万 清仓
MGC VANGUARD WORLD FD $00.00%0 -991-100.0% -$23.42万 清仓
CME CME GROUP INC $00.00%0 -750-100.0% -$22.15万 清仓
VTV VANGUARD INDEX FDS $00.00%0 -1,079-100.0% -$21.17万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES INC $00.00%0 -2,964-100.0% -$21.10万 清仓
KR KROGER CO $00.00%0 -2,841-100.0% -$20.56万 清仓
VYM VANGUARD WHITEHALL FDS $20.24万0.01%1,281 -309-19.4% -$4.88万 减仓
PSX PHILLIPS 66 $20.46万0.01%1,210 -8-0.7% -$1,352 减仓
PHM PULTE GROUP INC $20.47万0.01%1,492 1,492— $20.47万 新建仓
VZ VERIZON COMMUNICATIONS INC $20.50万0.01%4,841 -336-6.5% -$1.42万 减仓
EFV ISHARES TR $20.52万0.01%2,680 2,680— $20.52万 新建仓
UMBF UMB FINL CORP $21.06万0.01%1,475 1,475— $21.06万 新建仓
EXR EXTRA SPACE STORAGE INC $21.11万0.01%1,453 1,453— $21.11万 新建仓
TRV TRAVELERS COMPANIES INC $21.36万0.01%647 647— $21.36万 新建仓
TRGP TARGA RES CORP $21.61万0.01%806 00.0% — 不变
HYG ISHARES TR $21.63万0.01%2,705 -100-3.6% -$7,997 减仓
SNA SNAP ON INC $21.73万0.01%540 540— $21.73万 新建仓
BKNG BOOKING HOLDINGS INC $21.83万0.01%1,225 -275-18.3% -$4.90万 减仓
SCHE SCHWAB STRATEGIC TR $21.91万0.01%6,043 6,043— $21.91万 新建仓
ALL ALLSTATE CORP $22.08万0.01%928 928— $22.08万 新建仓
FN FABRINET $22.37万0.01%398 -105-20.9% -$5.90万 减仓
EL LAUDER ESTEE COS INC $23.01万0.01%2,914 -10,824-78.8% -$85.46万 减仓
MS MORGAN STANLEY $23.02万0.01%1,101 -82-6.9% -$1.71万 重新持有
NTR NUTRIEN LTD $23.09万0.01%3,668 36611.1% $2.30万 加仓
BN BROOKFIELD CORP $23.12万0.01%5,428 00.0% — 不变
PANW PALO ALTO NETWORKS INC $23.19万0.01%680 680— $23.19万 新建仓
SCHH SCHWAB STRATEGIC TR $23.35万0.01%9,860 00.0% — 不变
EMXC ISHARES INC $23.86万0.01%2,332 2,332— $23.86万 新建仓
KEYS KEYSIGHT TECHNOLOGIES INC $23.91万0.01%683 683— $23.91万 新建仓
PPG PPG INDS INC $24.28万0.01%2,002 40.2% $485 加仓
LOW LOWES COS INC $24.47万0.01%1,110 30.3% $661 加仓
COP CONOCOPHILLIPS $24.77万0.01%2,383 -3-0.1% -$312 减仓
TGT TARGET CORP $25.04万0.01%1,917 -110-5.4% -$1.44万 减仓
PEG PUBLIC SVC ENTERPRISE GRP INC $25.06万0.01%3,088 -69-2.2% -$5,600 减仓
VB VANGUARD INDEX FDS $25.25万0.01%833 00.0% — 不变
LIN LINDE PLC $25.69万0.01%495 40.8% $2,076 加仓
DOV DOVER CORP $27.09万0.01%1,208 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $27.39万0.01%3,826 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD TR $27.63万0.01%4,000 -1,044-20.7% -$7.21万 减仓
BAC BANK AMERICA CORP $28.06万0.01%4,924 671.4% $3,818 加仓
SCHA SCHWAB STRATEGIC TR $28.46万0.01%7,877 7,877— $28.46万 新建仓
NKE NIKE INC $29.94万0.01%7,294 -241-3.2% -$9,893 减仓
ROP ROPER TECHNOLOGIES INC $29.98万0.01%886 -420-32.2% -$14.21万 减仓
GLD SPDR GOLD TR $30.10万0.01%817 354.5% $1.29万 加仓
ELV ELEVANCE HEALTH INC $31.13万0.02%805 -224-21.8% -$8.66万 减仓
OKE ONEOK INC NEW $31.58万0.02%3,632 100.3% $869 加仓
FDX FEDEX CORP $31.97万0.02%1,021 -198-16.2% -$6.20万 减仓
ITW ILLINOIS TOOL WKS INC $32.10万0.02%1,187 -64-5.1% -$1.73万 减仓
SCHM SCHWAB STRATEGIC TR $32.66万0.02%8,858 8,858— $32.66万 新建仓
CASY CASEYS GEN STORES INC $33.30万0.02%419 00.0% — 不变
WSM WILLIAMS SONOMA INC $33.66万0.02%1,444 00.0% — 不变
VTWV Vanguard Russell 2000 Value $33.97万0.02%1,738 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $33.98万0.02%545 10.2% $624 加仓
SCHW SCHWAB CHARLES CORP $34.17万0.02%3,703 -3,625-49.5% -$33.45万 减仓
NDSN NORDSON CORP $35.03万0.02%1,161 50.4% $1,508 加仓
AMD ADVANCED MICRO DEVICES INC $35.67万0.02%614 614— $35.67万 新建仓
VO VANGUARD INDEX FDS $35.68万0.02%4,428 1,62457.9% $13.08万 加仓
NU NU HLDGS LTD $36.12万0.02%27,039 3051.1% $4,075 加仓
IEMG ISHARES INC $36.34万0.02%4,387 00.0% — 不变
DFUV DIMENSIONAL ETF TRUST $37.21万0.02%6,764 -523-7.2% -$2.88万 减仓
DVY ISHARES TR $37.29万0.02%2,386 00.0% — 不变
OLN OLIN CORP $37.88万0.02%19,110 230.1% $456 加仓
MDLZ MONDELEZ INTL INC $37.97万0.02%6,564 -12-0.2% -$694 减仓
DE DEERE & CO $39.39万0.02%621 -87-12.3% -$5.52万 减仓
GS GOLDMAN SACHS GROUP INC $39.44万0.02%390 10.3% $1,011 加仓
IWS iShares Russell Mid Cap Value $40.00万0.02%2,430 00.0% — 不变
SBUX STARBUCKS CORP $40.86万0.02%3,998 120.3% $1,226 加仓
WM WASTE MGMT INC DEL $41.23万0.02%1,850 452.5% $1.00万 加仓
EME EMCOR GROUP INC $41.41万0.02%499 -4-0.8% -$3,320 减仓
AMLP ALPS ETF TR $41.48万0.02%8,000 00.0% — 不变
AFL AFLAC INC $43.36万0.02%3,698 120.3% $1,407 加仓
COF CAPITAL ONE FINL CORP $43.96万0.02%2,191 50.2% $1,003 加仓
— CREDIT SUISSE HIGH YIELD BD FD $44.50万0.02%250,000 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $44.60万0.02%1,885 -69-3.5% -$1.63万 减仓
SPMO INVESCO EXCH TRADED FD TR II $44.63万0.02%2,763 00.0% — 不变
LRCX LAM RESEARCH CORP $44.98万0.02%1,038 00.0% — 不变
CVS CVS HEALTH CORP $46.08万0.02%4,454 -243-5.2% -$2.51万 减仓
DUK DUKE ENERGY CORP NEW $46.85万0.02%3,701 601.6% $7,595 加仓
IWO iShares Russell 2000 Growth $47.47万0.02%1,205 100.8% $3,940 加仓
SCHF SCHWAB STRATEGIC TR $47.99万0.02%17,324 17,324— $47.99万 新建仓
CB CHUBB LIMITED $48.35万0.02%1,419 30.2% $1,022 加仓
UNH UNITEDHEALTH GROUP INC $48.42万0.02%1,165 15515.3% $6.44万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD IV $49.70万0.02%8,320 8,320— $49.70万 新建仓
TSLA TESLA INC $52.15万0.03%1,240 -252-16.9% -$10.60万 减仓
IVE ISHARES TR $52.41万0.03%2,308 00.0% — 不变
VNQ VANGUARD INDEX FDS $53.19万0.03%5,516 10.0% $96 加仓
MO ALTRIA GROUP INC $53.82万0.03%7,480 -62-0.8% -$4,461 减仓
AMGN AMGEN INC $54.17万0.03%1,496 30.2% $1,086 加仓
IJT ISHARES TR $54.33万0.03%3,042 -90-2.9% -$1.61万 减仓
TOWN TOWNEBANK PORTSMOUTH VA $54.50万0.03%15,038 440.3% $1,595 加仓
APD AIR PRODS & CHEMS INC $54.56万0.03%1,861 -2,235-54.6% -$65.53万 减仓
DFUS DIMENSIONAL ETF TRUST $54.65万0.03%6,670 00.0% — 不变
JSTC TIDAL ETF TR $55.42万0.03%24,224 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $56.39万0.03%7,688 00.0% — 不变
UNP UNION PAC CORP $56.49万0.03%2,077 40.2% $1,088 加仓
MCK MCKESSON CORP $56.82万0.03%752 91.2% $6,800 加仓
DFIV DIMENSIONAL ETF TRUST $58.75万0.03%10,876 -283-2.5% -$1.53万 减仓