First Western Trust Bank
Denver CO · SEC CIK 0001513189
$19.80亿2026Q1 申报市值
205持仓数
80.8%前十大占比 · 第一大 50.1%
16 / 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
SPY 加仓+$5,128.65万
VTI 加仓+$4,277.36万
VEA 加仓+$1,640.06万
EEM 加仓+$1,107.17万
VWO 加仓+$368.63万
2026Q1 卖出最多 按季末市值估算
SYK 减仓-$7,681.42万
VOO 减仓-$625.81万
VENU HLDG CORP 清仓-$336.90万
IWR 减仓-$282.86万
ROP 减仓-$229.94万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING INC | $56.91万 | 0.03% | 2,801 | -33 | -1.2% | -$6,705 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $58.90万 | 0.03% | 11,159 | -4,200 | -27.3% | -$22.17万 | 减仓 |
| YUM | YUM BRANDS INC | $61.45万 | 0.03% | 3,952 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $62.12万 | 0.03% | 7,803 | -5 | -0.1% | -$398 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $63.31万 | 0.03% | 7,428 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Mid Cap Growth | $63.61万 | 0.03% | 4,965 | -119 | -2.3% | -$1.52万 | 减仓 |
| SCZ | ISHARES TR | $63.80万 | 0.03% | 8,137 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $63.86万 | 0.03% | 21,924 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $64.30万 | 0.03% | 743 | -3 | -0.4% | -$2,596 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $64.90万 | 0.03% | 560 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $65.07万 | 0.03% | 1,055 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $65.22万 | 0.03% | 14,419 | -334 | -2.3% | -$1.51万 | 减仓 |
| INTC | INTEL CORP | $68.13万 | 0.03% | 15,438 | 903 | 6.2% | $3.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $68.87万 | 0.03% | 7,328 | -256 | -3.4% | -$2.41万 | 减仓 |
| ADI | ANALOG DEVICES INC | $70.37万 | 0.04% | 2,212 | 92 | 4.3% | $2.93万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $70.72万 | 0.04% | 790 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $70.85万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $72.25万 | 0.04% | 4,975 | -4 | -0.1% | -$581 | 减仓 |
| PFE | PFIZER INC | $72.54万 | 0.04% | 25,835 | 822 | 3.3% | $2.31万 | 加仓 |
| CI | THE CIGNA GROUP | $74.88万 | 0.04% | 2,807 | 1 | 0.0% | $267 | 加仓 |
| META | META PLATFORMS INC | $75.69万 | 0.04% | 1,323 | -30 | -2.2% | -$1.72万 | 减仓 |
| EIX | EDISON INTL | $77.74万 | 0.04% | 10,623 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $79.16万 | 0.04% | 6,581 | 208 | 3.3% | $2.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $79.16万 | 0.04% | 3,266 | -57 | -1.7% | -$1.38万 | 减仓 |
| CSCO | CISCO SYS INC | $81.80万 | 0.04% | 10,543 | 905 | 9.4% | $7.02万 | 加仓 |
| AZO | AUTOZONE INC | $86.47万 | 0.04% | 256 | 166 | 184.4% | $56.07万 | 加仓 |
| CVX | CHEVRON CORP NEW | $87.15万 | 0.04% | 4,212 | 251 | 6.3% | $5.19万 | 加仓 |
| ADBE | ADOBE INC | $97.11万 | 0.05% | 3,995 | 92 | 2.4% | $2.24万 | 加仓 |
| ETN | EATON CORP PLC | $97.32万 | 0.05% | 2,721 | -128 | -4.5% | -$4.58万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $98.60万 | 0.05% | 13,738 | 258 | 1.9% | $1.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $106.73万 | 0.05% | 2,136 | -1 | -0.0% | -$500 | 减仓 |
| LLY | ELI LILLY & CO | $108.44万 | 0.05% | 1,179 | -36 | -3.0% | -$3.31万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $110.23万 | 0.06% | 6,667 | -162 | -2.4% | -$2.68万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $114.35万 | 0.06% | 12,647 | -2 | -0.0% | -$181 | 减仓 |
| XEL | XCEL ENERGY INC | $118.22万 | 0.06% | 14,882 | 177 | 1.2% | $1.41万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $118.98万 | 0.06% | 4,096 | 335 | 8.9% | $9.73万 | 加仓 |
| PGR | PROGRESSIVE CORP | $120.97万 | 0.06% | 6,102 | -39 | -0.6% | -$7,731 | 减仓 |
| IYW | ISHARES TR | $121.55万 | 0.06% | 6,700 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $122.04万 | 0.06% | 173,598 | -60,000 | -25.7% | -$42.18万 | 减仓 |
| JNK | SPDR SER TR | $122.93万 | 0.06% | 12,843 | 23 | 0.2% | $2,202 | 加仓 |
| AVGO | BROADCOM INC | $128.45万 | 0.06% | 4,150 | -22 | -0.5% | -$6,809 | 减仓 |
| — | VENU HLDG CORP | $132.44万 | 0.07% | 400,120 | 400,120 | — | $132.44万 | 新建仓 |
| ABBV | ABBVIE INC | $134.93万 | 0.07% | 6,204 | -4 | -0.1% | -$870 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.07% | 2 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $165.73万 | 0.08% | 5,479 | -581 | -9.6% | -$17.57万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $167.11万 | 0.08% | 2,765 | 182 | 7.0% | $11.00万 | 加仓 |
| IWD | iShares Russell 1000 Value | $170.42万 | 0.09% | 7,976 | 380 | 5.0% | $8.12万 | 加仓 |
| — | EXXON MOBIL CORP | $171.10万 | 0.09% | 10,085 | 404 | 4.2% | $6.85万 | 加仓 |
| FTV | FORTIVE CORP | $172.18万 | 0.09% | 31,146 | -280 | -0.9% | -$1.55万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $197.80万 | 0.10% | 32,614 | 10 | 0.0% | $607 | 加仓 |
| GEV | GE VERNOVA INC | $200.59万 | 0.10% | 2,298 | -61 | -2.6% | -$5.32万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $210.04万 | 0.11% | 79,773 | 15,536 | 24.2% | $40.91万 | 加仓 |
| DIS | DISNEY WALT CO | $212.49万 | 0.11% | 22,047 | 351 | 1.6% | $3.38万 | 加仓 |
| RTX | RTX CORPORATION | $212.92万 | 0.11% | 11,038 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC | $215.69万 | 0.11% | 37,460 | -2,717 | -6.8% | -$15.64万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $219.61万 | 0.11% | 15,204 | -143 | -0.9% | -$2.07万 | 减仓 |
| IVW | ISHARES TR | $225.73万 | 0.11% | 19,957 | 71 | 0.4% | $8,031 | 加仓 |
| EMR | EMERSON ELEC CO | $229.38万 | 0.12% | 17,507 | -2,000 | -10.3% | -$26.20万 | 减仓 |
| IWB | ISHARES TR | $239.57万 | 0.12% | 6,719 | -2,610 | -28.0% | -$93.06万 | 减仓 |
| MYFW | FIRST WESTN FINL INC | $241.45万 | 0.12% | 98,231 | 6,752 | 7.4% | $16.60万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $252.48万 | 0.13% | 14,630 | 124 | 0.9% | $2.14万 | 加仓 |
| GE | GE AEROSPACE | $265.86万 | 0.13% | 9,369 | -233 | -2.4% | -$6.61万 | 减仓 |
| KO | COCA COLA CO | $267.74万 | 0.14% | 35,206 | -215 | -0.6% | -$1.64万 | 减仓 |
| PEP | PEPSICO INC | $268.15万 | 0.14% | 17,268 | -718 | -4.0% | -$11.15万 | 减仓 |
| WMT | WALMART INC | $269.50万 | 0.14% | 21,685 | 106 | 0.5% | $1.32万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $278.43万 | 0.14% | 14,041 | 446 | 3.3% | $8.84万 | 加仓 |
| INTU | INTUIT | $308.55万 | 0.16% | 7,136 | -501 | -6.6% | -$21.66万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $313.71万 | 0.16% | 33,776 | 326 | 1.0% | $3.03万 | 加仓 |
| SPGI | S&P GLOBAL INC | $324.66万 | 0.16% | 7,633 | -93 | -1.2% | -$3.96万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $330.78万 | 0.17% | 21,031 | -587 | -2.7% | -$9.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $343.78万 | 0.17% | 7,174 | -92 | -1.3% | -$4.41万 | 减仓 |
| — | Dimensional US Small Cap ETF | $348.91万 | 0.18% | 49,052 | -2,923 | -5.6% | -$20.79万 | 减仓 |
| AMZN | AMAZON COM INC | $366.70万 | 0.19% | 17,607 | -246 | -1.4% | -$5.12万 | 减仓 |
| BLK | BLACKROCK INC | $372.20万 | 0.19% | 3,870 | -29 | -0.7% | -$2.79万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $374.76万 | 0.19% | 10,858 | -124 | -1.1% | -$4.28万 | 减仓 |
| IJR | ISHARES TR | $377.79万 | 0.19% | 30,391 | 120 | 0.4% | $1.49万 | 加仓 |
| GOOG | ALPHABET INC | $380.58万 | 0.19% | 13,267 | -349 | -2.6% | -$10.01万 | 减仓 |
| DHR | DANAHER CORPORATION | $385.90万 | 0.19% | 20,353 | -14 | -0.1% | -$2,654 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $409.42万 | 0.21% | 75,749 | 68,201 | 903.6% | $368.63万 | 加仓 |
| ABT | ABBOTT LABS | $412.14万 | 0.21% | 40,142 | -620 | -1.5% | -$6.37万 | 减仓 |
| — | HONEYWELL INTL INC | $421.76万 | 0.21% | 18,660 | -115 | -0.6% | -$2.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $431.78万 | 0.22% | 17,664 | -2,007 | -10.2% | -$49.06万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $435.86万 | 0.22% | 8,867 | -30 | -0.3% | -$1.47万 | 减仓 |
| IVV | ISHARES TR | $452.28万 | 0.23% | 6,924 | 2,771 | 66.7% | $181.00万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $464.28万 | 0.23% | 14,195 | -165 | -1.1% | -$5.40万 | 减仓 |
| ECL | ECOLAB INC | $492.66万 | 0.25% | 18,520 | -325 | -1.7% | -$8.65万 | 减仓 |
| ORCL | ORACLE CORP | $511.73万 | 0.26% | 34,786 | -2,729 | -7.3% | -$40.15万 | 减仓 |
| IWF | iShares Russell 1000 Growth | $592.61万 | 0.30% | 13,898 | -216 | -1.5% | -$9.21万 | 减仓 |
| TXN | TEXAS INSTRS INC | $600.21万 | 0.30% | 30,916 | -144 | -0.5% | -$2.80万 | 减仓 |
| HD | HOME DEPOT INC | $630.25万 | 0.32% | 19,163 | -199 | -1.0% | -$6.54万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $643.20万 | 0.32% | 125,160 | 20 | 0.0% | $1,028 | 加仓 |
| GILD | GILEAD SCIENCES INC | $664.35万 | 0.34% | 47,668 | -848 | -1.7% | -$11.82万 | 减仓 |
| TJX | TJX COS INC NEW | $668.33万 | 0.34% | 41,849 | -2,628 | -5.9% | -$41.97万 | 减仓 |
| MCD | MCDONALDS CORP | $740.45万 | 0.37% | 23,825 | -2,518 | -9.6% | -$78.26万 | 减仓 |
| EFA | iShares MSCI EAFE | $779.61万 | 0.39% | 80,265 | 11,454 | 16.6% | $111.25万 | 加仓 |
| VTWO | Vanguard Russell 2000 | $925.13万 | 0.47% | 92,356 | 5,453 | 6.3% | $54.62万 | 加仓 |
| V | VISA INC | $929.26万 | 0.47% | 30,746 | -412 | -1.3% | -$12.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,035.94万 | 0.52% | 59,400 | -484 | -0.8% | -$8.44万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $1,055.72万 | 0.53% | 10,595 | -178 | -1.7% | -$17.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $1,204.61万 | 0.61% | 40,951 | -959 | -2.3% | -$28.21万 | 减仓 |