First Western Trust Bank
Denver CO · SEC CIK 0001513189
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -14,419 | -100.0% | -$65.22万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -550 | -100.0% | -$34.94万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,409 | -100.0% | -$27.28万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,256 | -100.0% | -$26.57万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -991 | -100.0% | -$23.42万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -750 | -100.0% | -$22.15万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,079 | -100.0% | -$21.17万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,964 | -100.0% | -$21.10万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 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 | 0 | 0.0% | — | 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 | 366 | 11.1% | $2.30万 | 加仓 |
| BN | BROOKFIELD CORP | $23.12万 | 0.01% | 5,428 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 4 | 0.2% | $485 | 加仓 |
| LOW | LOWES COS INC | $24.47万 | 0.01% | 1,110 | 3 | 0.3% | $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 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.69万 | 0.01% | 495 | 4 | 0.8% | $2,076 | 加仓 |
| DOV | DOVER CORP | $27.09万 | 0.01% | 1,208 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $27.39万 | 0.01% | 3,826 | 0 | 0.0% | — | 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 | 67 | 1.4% | $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 | 35 | 4.5% | $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 | 10 | 0.3% | $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 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $33.66万 | 0.02% | 1,444 | 0 | 0.0% | — | 不变 |
| VTWV | Vanguard Russell 2000 Value | $33.97万 | 0.02% | 1,738 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $33.98万 | 0.02% | 545 | 1 | 0.2% | $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 | 5 | 0.4% | $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 | 1,624 | 57.9% | $13.08万 | 加仓 |
| NU | NU HLDGS LTD | $36.12万 | 0.02% | 27,039 | 305 | 1.1% | $4,075 | 加仓 |
| IEMG | ISHARES INC | $36.34万 | 0.02% | 4,387 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $37.88万 | 0.02% | 19,110 | 23 | 0.1% | $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 | 1 | 0.3% | $1,011 | 加仓 |
| IWS | iShares Russell Mid Cap Value | $40.00万 | 0.02% | 2,430 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $40.86万 | 0.02% | 3,998 | 12 | 0.3% | $1,226 | 加仓 |
| WM | WASTE MGMT INC DEL | $41.23万 | 0.02% | 1,850 | 45 | 2.5% | $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 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $43.36万 | 0.02% | 3,698 | 12 | 0.3% | $1,407 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $43.96万 | 0.02% | 2,191 | 5 | 0.2% | $1,003 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD BD FD | $44.50万 | 0.02% | 250,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $44.98万 | 0.02% | 1,038 | 0 | 0.0% | — | 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 | 60 | 1.6% | $7,595 | 加仓 |
| IWO | iShares Russell 2000 Growth | $47.47万 | 0.02% | 1,205 | 10 | 0.8% | $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 | 3 | 0.2% | $1,022 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $48.42万 | 0.02% | 1,165 | 155 | 15.3% | $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 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $53.19万 | 0.03% | 5,516 | 1 | 0.0% | $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 | 3 | 0.2% | $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 | 44 | 0.3% | $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 | 0 | 0.0% | — | 不变 |
| JSTC | TIDAL ETF TR | $55.42万 | 0.03% | 24,224 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $56.39万 | 0.03% | 7,688 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $56.49万 | 0.03% | 2,077 | 4 | 0.2% | $1,088 | 加仓 |
| MCK | MCKESSON CORP | $56.82万 | 0.03% | 752 | 9 | 1.2% | $6,800 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $58.75万 | 0.03% | 10,876 | -283 | -2.5% | -$1.53万 | 减仓 |