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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $1,420.48万 | 0.72% | 210,348 | 16,996 | 8.8% | $114.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,846.44万 | 0.93% | 49,881 | -1,559 | -3.0% | -$57.71万 | 减仓 |
| GOOGL | ALPHABET INC | $1,864.34万 | 0.94% | 64,833 | -975 | -1.5% | -$28.04万 | 减仓 |
| WWD | WOODWARD INC | $2,124.97万 | 1.07% | 59,370 | -3,916 | -6.2% | -$140.16万 | 减仓 |
| AAPL | APPLE INC | $3,015.66万 | 1.52% | 118,825 | 1,726 | 1.5% | $43.80万 | 加仓 |
| EEM | ISHARES TR | $3,374.14万 | 1.70% | 594,143 | 194,958 | 48.8% | $1,107.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,337.61万 | 2.19% | 135,208 | 133,330 | 7,099.6% | $4,277.36万 | 加仓 |
| IWM | iShares Russell 2000 | $5,899.46万 | 2.98% | 237,881 | 914 | 0.4% | $22.67万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets | $5,964.38万 | 3.01% | 930,771 | 255,940 | 37.9% | $1,640.06万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight | $6,596.10万 | 3.33% | 343,690 | 10,629 | 3.2% | $203.99万 | 加仓 |
| SPY | SPDR S&P 500 | $8,095.95万 | 4.09% | 124,488 | 78,861 | 172.8% | $5,128.65万 | 加仓 |
| IWR | iShares Russell Mid Cap | $1.01亿 | 5.11% | 1,040,186 | -29,092 | -2.7% | -$282.86万 | 减仓 |
| VOO | Vanguard S&P 500 | $1.35亿 | 6.81% | 225,569 | -10,473 | -4.4% | -$625.81万 | 减仓 |
| SYK | STRYKER CORPORATION | $9.92亿 | 50.10% | 3,019,453 | -233,769 | -7.2% | -$7,681.42万 | 减仓 |