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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $68.87万 | 0.03% | 7,328 | -256 | -3.4% | -$2.41万 | 减仓 |
| INTC | INTEL CORP | $68.13万 | 0.03% | 15,438 | 903 | 6.2% | $3.98万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $65.22万 | 0.03% | 14,419 | -334 | -2.3% | -$1.51万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $65.07万 | 0.03% | 1,055 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $64.90万 | 0.03% | 560 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $64.30万 | 0.03% | 743 | -3 | -0.4% | -$2,596 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $63.86万 | 0.03% | 21,924 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $63.80万 | 0.03% | 8,137 | 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 |
| CL | COLGATE PALMOLIVE CO | $63.31万 | 0.03% | 7,428 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $62.12万 | 0.03% | 7,803 | -5 | -0.1% | -$398 | 减仓 |
| YUM | YUM BRANDS INC | $61.45万 | 0.03% | 3,952 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $58.90万 | 0.03% | 11,159 | -4,200 | -27.3% | -$22.17万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $56.91万 | 0.03% | 2,801 | -33 | -1.2% | -$6,705 | 减仓 |
| OLN | OLIN CORP | $56.75万 | 0.03% | 19,087 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $55.47万 | 0.03% | 1,492 | -18 | -1.2% | -$6,692 | 减仓 |
| AMGN | AMGEN INC | $52.53万 | 0.03% | 1,493 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $50.48万 | 0.03% | 14,994 | -248 | -1.6% | -$8,350 | 减仓 |
| QCOM | QUALCOMM INC | $50.34万 | 0.03% | 3,909 | -639 | -14.1% | -$8.23万 | 减仓 |
| UNP | UNION PAC CORP | $50.30万 | 0.03% | 2,073 | -9 | -0.4% | -$2,184 | 减仓 |
| MO | ALTRIA GROUP INC | $49.77万 | 0.03% | 7,542 | -56 | -0.7% | -$3,695 | 减仓 |
| IWN | iShares Russell 2000 Value | $48.93万 | 0.02% | 2,581 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $48.92万 | 0.02% | 5,515 | -4,660 | -45.8% | -$41.33万 | 减仓 |
| — | ISHARES TR | $48.83万 | 0.02% | 19,339 | 19,339 | — | $48.83万 | 新建仓 |
| — | ISHARES TR | $48.79万 | 0.02% | 18,608 | 18,608 | — | $48.79万 | 新建仓 |
| IBHI | ISHARES TR | $48.75万 | 0.02% | 20,938 | 20,938 | — | $48.75万 | 新建仓 |
| IVE | ISHARES TR | $48.73万 | 0.02% | 2,308 | 102 | 4.6% | $2.15万 | 加仓 |
| — | ISHARES TR | $48.72万 | 0.02% | 19,143 | 19,143 | — | $48.72万 | 新建仓 |
| IBHH | ISHARES TR | $48.66万 | 0.02% | 20,734 | 20,734 | — | $48.66万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $47.68万 | 0.02% | 3,641 | 862 | 31.0% | $11.29万 | 加仓 |
| — | CREDIT SUISSE HIGH YIELD BD FD | $47.50万 | 0.02% | 250,000 | 200,000 | 400.0% | $38.00万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $47.30万 | 0.02% | 6,670 | -1,324 | -16.6% | -$9.39万 | 减仓 |
| JSTC | TIDAL ETF TR | $47.21万 | 0.02% | 24,224 | 0 | 0.0% | — | 重新持有 |
| IWC | ISHARES TR | $47.04万 | 0.02% | 2,947 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $46.21万 | 0.02% | 1,306 | -6,498 | -83.3% | -$229.94万 | 减仓 |
| CB | CHUBB LIMITED | $46.15万 | 0.02% | 1,416 | 10 | 0.7% | $3,259 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.00万 | 0.02% | 797 | -14 | -1.7% | -$8,081 | 减仓 |
| IJT | ISHARES TR | $45.32万 | 0.02% | 3,132 | -26 | -0.8% | -$3,762 | 减仓 |
| AMAT | APPLIED MATLS INC | $44.91万 | 0.02% | 1,314 | 156 | 13.5% | $5.33万 | 加仓 |
| FDX | FEDEX CORP | $43.42万 | 0.02% | 1,219 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $43.29万 | 0.02% | 7,688 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $42.11万 | 0.02% | 8,000 | 8,000 | — | $42.11万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $42.03万 | 0.02% | 544 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $42.02万 | 0.02% | 1,954 | -208 | -9.6% | -$4.47万 | 减仓 |
| WM | WASTE MGMT INC DEL | $41.48万 | 0.02% | 1,805 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $40.86万 | 0.02% | 1,209 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $40.44万 | 0.02% | 3,686 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $39.88万 | 0.02% | 708 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $39.88万 | 0.02% | 2,186 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $39.80万 | 0.02% | 7,535 | -177 | -2.3% | -$9,349 | 减仓 |
| NU | NU HLDGS LTD | $38.42万 | 0.02% | 26,734 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $37.90万 | 0.02% | 6,576 | 7 | 0.1% | $403 | 加仓 |
| IWO | iShares Russell 2000 Growth | $37.50万 | 0.02% | 1,195 | -35 | -2.8% | -$1.10万 | 减仓 |
| EME | EMCOR GROUP INC | $37.14万 | 0.02% | 503 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $36.13万 | 0.02% | 2,386 | 270 | 12.8% | $4.09万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.71万 | 0.02% | 3,986 | -268 | -6.3% | -$2.40万 | 减仓 |
| IWS | iShares Russell Mid Cap Value | $35.41万 | 0.02% | 2,430 | -112 | -4.4% | -$1.63万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $35.31万 | 0.02% | 7,287 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $34.94万 | 0.02% | 550 | 550 | — | $34.94万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $34.48万 | 0.02% | 11,304 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $33.73万 | 0.02% | 4,697 | 447 | 10.5% | $3.21万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD TR | $33.72万 | 0.02% | 5,044 | -2,190 | -30.3% | -$14.64万 | 减仓 |
| GLD | SPDR GOLD TR | $33.65万 | 0.02% | 782 | -30 | -3.7% | -$1.29万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.91万 | 0.02% | 389 | -2 | -0.5% | -$1,692 | 减仓 |
| OKE | ONEOK INC NEW | $32.74万 | 0.02% | 3,622 | 1,423 | 64.7% | $12.86万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.56万 | 0.02% | 1,251 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $31.50万 | 0.02% | 2,386 | 20 | 0.8% | $2,640 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $30.98万 | 0.02% | 2,763 | -254 | -8.4% | -$2.85万 | 减仓 |
| NDSN | NORDSON CORP | $30.76万 | 0.02% | 1,156 | -6 | -0.5% | -$1,596 | 减仓 |
| IEMG | ISHARES INC | $30.60万 | 0.02% | 4,387 | 753 | 20.7% | $5.25万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $30.50万 | 0.02% | 419 | -3 | -0.7% | -$2,184 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $30.12万 | 0.02% | 1,029 | 100 | 10.8% | $2.93万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $29.49万 | 0.01% | 3,826 | 0 | 0.0% | — | 不变 |
| VTWV | Vanguard Russell 2000 Value | $29.06万 | 0.01% | 1,738 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $27.84万 | 0.01% | 824 | 15 | 1.9% | $5,068 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.33万 | 0.01% | 1,010 | -335 | -24.9% | -$9.06万 | 减仓 |
| T | AT&T INC | $27.28万 | 0.01% | 9,409 | -417 | -4.2% | -$1.21万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $26.57万 | 0.01% | 9,256 | 243 | 2.7% | $6,977 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $26.33万 | 0.01% | 1,444 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $26.23万 | 0.01% | 503 | -99 | -16.4% | -$5.16万 | 减仓 |
| LOW | LOWES COS INC | $26.16万 | 0.01% | 1,107 | 1,107 | — | $26.16万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.99万 | 0.01% | 5,177 | -951 | -15.5% | -$4.77万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | $25.56万 | 0.01% | 3,157 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $25.26万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $25.18万 | 0.01% | 1,208 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $24.92万 | 0.01% | 3,302 | 30 | 0.9% | $2,264 | 加仓 |
| TGT | TARGET CORP | $24.57万 | 0.01% | 2,027 | -39 | -1.9% | -$4,727 | 减仓 |
| LIN | LINDE PLC | $24.34万 | 0.01% | 491 | 9 | 1.9% | $4,462 | 加仓 |
| BAC | BANK AMERICA CORP | $23.68万 | 0.01% | 4,857 | 115 | 2.4% | $5,606 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.55万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $23.42万 | 0.01% | 991 | -238 | -19.4% | -$5.63万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $22.83万 | 0.01% | 1,718 | -1,984 | -53.6% | -$26.37万 | 减仓 |
| HYG | ISHARES TR | $22.32万 | 0.01% | 2,805 | 2,805 | — | $22.32万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.19万 | 0.01% | 1,218 | 1,218 | — | $22.19万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $22.18万 | 0.01% | 1,038 | 1,038 | — | $22.18万 | 新建仓 |
| CME | CME GROUP INC | $22.15万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $21.97万 | 0.01% | 5,428 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $21.82万 | 0.01% | 833 | 49 | 6.2% | $1.28万 | 加仓 |
| PPG | PPG INDS INC | $21.35万 | 0.01% | 1,998 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $21.19万 | 0.01% | 9,860 | 9,860 | — | $21.19万 | 新建仓 |