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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $9.50亿 | 46.31% | 3,017,349 | -2,104 | -0.1% | -$66.24万 | 减仓 |
| VOO | Vanguard S&P 500 | $1.51亿 | 7.35% | 219,510 | -6,059 | -2.7% | -$416.14万 | 减仓 |
| IWR | iShares Russell Mid Cap | $1.13亿 | 5.50% | 1,022,959 | -17,227 | -1.7% | -$190.05万 | 减仓 |
| SPY | SPDR S&P 500 | $9,181.46万 | 4.48% | 122,949 | -1,539 | -1.2% | -$114.93万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight | $7,460.61万 | 3.64% | 350,642 | 6,952 | 2.0% | $147.92万 | 加仓 |
| IWM | iShares Russell 2000 | $7,043.49万 | 3.43% | 234,431 | -3,450 | -1.5% | -$103.66万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets | $6,889.32万 | 3.36% | 966,922 | 36,151 | 3.9% | $257.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $5,022.70万 | 2.45% | 135,734 | 526 | 0.4% | $19.46万 | 加仓 |
| EEM | ISHARES TR | $4,516.76万 | 2.20% | 660,248 | 66,105 | 11.1% | $452.22万 | 加仓 |
| AAPL | APPLE INC | $3,380.85万 | 1.65% | 116,839 | -1,986 | -1.7% | -$57.47万 | 减仓 |
| WWD | WOODWARD INC | $2,516.82万 | 1.23% | 59,158 | -212 | -0.4% | -$9.02万 | 减仓 |
| GOOGL | ALPHABET INC | $2,068.28万 | 1.01% | 57,875 | -6,958 | -10.7% | -$248.66万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,755.25万 | 0.86% | 47,055 | -2,826 | -5.7% | -$105.42万 | 减仓 |
| IJH | ISHARES TR | $1,548.21万 | 0.75% | 200,779 | -9,569 | -4.5% | -$73.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO. | $1,273.97万 | 0.62% | 38,920 | -2,031 | -5.0% | -$66.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,110.60万 | 0.54% | 55,505 | -3,895 | -6.6% | -$77.94万 | 减仓 |
| VTWO | Vanguard Russell 2000 | $1,103.14万 | 0.54% | 90,853 | -1,503 | -1.6% | -$18.25万 | 减仓 |
| V | VISA INC | $991.01万 | 0.48% | 28,885 | -1,861 | -6.1% | -$63.85万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $911.15万 | 0.44% | 9,740 | -855 | -8.1% | -$79.98万 | 减仓 |
| TXN | TEXAS INSTRS INC | $862.14万 | 0.42% | 28,924 | -1,992 | -6.4% | -$59.38万 | 减仓 |
| EFA | iShares MSCI EAFE | $788.73万 | 0.38% | 75,927 | -4,338 | -5.4% | -$45.06万 | 减仓 |
| IWF | iShares Russell 1000 Growth | $675.16万 | 0.33% | 54,374 | -1,218 | -2.2% | -$15.12万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $607.07万 | 0.30% | 31,864 | 30,146 | 1,754.7% | $574.34万 | 加仓 |
| MCD | MCDONALDS CORP | $599.08万 | 0.29% | 22,163 | -1,662 | -7.0% | -$44.93万 | 减仓 |
| TJX | TJX COS INC NEW | $580.82万 | 0.28% | 38,338 | -3,511 | -8.4% | -$53.19万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $567.70万 | 0.28% | 44,934 | -2,734 | -5.7% | -$34.54万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $544.25万 | 0.27% | 117,068 | -8,092 | -6.5% | -$37.62万 | 减仓 |
| IVV | ISHARES TR | $518.16万 | 0.25% | 6,919 | -5 | -0.1% | -$3,744 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $496.07万 | 0.24% | 13,386 | -809 | -5.7% | -$29.98万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $490.91万 | 0.24% | 82,243 | 6,494 | 8.6% | $38.76万 | 加仓 |
| ECL | ECOLAB INC | $479.17万 | 0.23% | 17,199 | -1,321 | -7.1% | -$36.80万 | 减仓 |
| IJR | ISHARES TR | $440.66万 | 0.21% | 29,712 | -679 | -2.2% | -$10.07万 | 减仓 |
| ORCL | ORACLE CORP | $438.03万 | 0.21% | 29,890 | -4,896 | -14.1% | -$71.75万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $410.01万 | 0.20% | 16,144 | -1,520 | -8.6% | -$38.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $402.51万 | 0.20% | 8,028 | -839 | -9.5% | -$42.07万 | 减仓 |
| AMZN | AMAZON COM INC | $400.82万 | 0.20% | 16,817 | -790 | -4.5% | -$18.83万 | 减仓 |
| GOOG | ALPHABET INC | $393.01万 | 0.19% | 11,123 | -2,144 | -16.2% | -$75.75万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $389.37万 | 0.19% | 21,021 | 21,021 | — | $389.37万 | 新建仓 |
| GE | GE AEROSPACE | $358.07万 | 0.17% | 9,581 | 212 | 2.3% | $7.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $357.18万 | 0.17% | 7,138 | -36 | -0.5% | -$1.80万 | 减仓 |
| IWB | ISHARES TR | $347.09万 | 0.17% | 8,476 | 1,757 | 26.1% | $71.95万 | 加仓 |
| — | Dimensional US Small Cap ETF | $343.06万 | 0.17% | 41,664 | -7,388 | -15.1% | -$60.83万 | 减仓 |
| DHR | DANAHER CORPORATION | $339.88万 | 0.17% | 17,843 | -2,510 | -12.3% | -$47.81万 | 减仓 |
| BLK | BLACKROCK INC | $332.81万 | 0.16% | 3,461 | -409 | -10.6% | -$39.33万 | 减仓 |
| ABT | ABBOTT LABS | $310.49万 | 0.15% | 34,217 | -5,925 | -14.8% | -$53.76万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $299.66万 | 0.15% | 10,312 | -546 | -5.0% | -$15.87万 | 减仓 |
| MYFW | FIRST WESTN FINL INC | $296.19万 | 0.14% | 92,241 | -5,990 | -6.1% | -$19.23万 | 减仓 |
| KO | COCA COLA CO | $280.94万 | 0.14% | 34,569 | -637 | -1.8% | -$5.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $278.73万 | 0.14% | 6,844 | -789 | -10.3% | -$32.13万 | 减仓 |
| IVW | ISHARES TR | $274.47万 | 0.13% | 19,957 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $273.54万 | 0.13% | 31,165 | -2,611 | -7.7% | -$22.92万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC | $266.99万 | 0.13% | 34,286 | -3,174 | -8.5% | -$24.72万 | 减仓 |
| GEV | GE VERNOVA INC | $261.05万 | 0.13% | 2,222 | -76 | -3.3% | -$8.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $248.94万 | 0.12% | 17,390 | -117 | -0.7% | -$1.67万 | 减仓 |
| HD | HOME DEPOT INC | $248.22万 | 0.12% | 7,038 | -12,125 | -63.3% | -$427.62万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $239.52万 | 0.12% | 19,456 | -1,575 | -7.5% | -$19.39万 | 减仓 |
| WMT | WALMART INC | $237.83万 | 0.12% | 20,999 | -686 | -3.2% | -$7.77万 | 减仓 |
| PEP | PEPSICO INC | $234.13万 | 0.11% | 17,292 | 24 | 0.1% | $3,250 | 加仓 |
| IWD | iShares Russell 1000 Value | $232.54万 | 0.11% | 9,592 | 1,616 | 20.3% | $39.18万 | 加仓 |
| INTC | INTEL CORP | $216.58万 | 0.11% | 15,511 | 73 | 0.5% | $1.02万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $214.91万 | 0.10% | 13,139 | -1,491 | -10.2% | -$24.39万 | 减仓 |
| RTX | RTX CORPORATION | $211.17万 | 0.10% | 11,130 | 92 | 0.8% | $1.75万 | 加仓 |
| DIS | DISNEY WALT CO | $198.96万 | 0.10% | 20,671 | -1,376 | -6.2% | -$13.24万 | 减仓 |
| HON | HONEYWELL INTL INC | $191.98万 | 0.09% | 8,575 | -10,085 | -54.0% | -$225.79万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $188.79万 | 0.09% | 8,574 | 8,574 | — | $188.79万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $187.51万 | 0.09% | 32,542 | -72 | -0.2% | -$4,149 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $175.84万 | 0.09% | 11,991 | -3,213 | -21.1% | -$47.12万 | 减仓 |
| FTV | FORTIVE CORP | $171.33万 | 0.08% | 28,045 | -3,101 | -10.0% | -$18.94万 | 减仓 |
| IYW | ISHARES TR | $168.99万 | 0.08% | 6,700 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $168.61万 | 0.08% | 65,429 | 46,286 | 241.8% | $119.28万 | 加仓 |
| — | ISHARES TR | $167.83万 | 0.08% | 66,035 | 46,696 | 241.5% | $118.68万 | 加仓 |
| IBHI | ISHARES TR | $167.50万 | 0.08% | 71,612 | 50,674 | 242.0% | $118.53万 | 加仓 |
| IBHH | ISHARES TR | $166.75万 | 0.08% | 70,959 | 50,225 | 242.2% | $118.03万 | 加仓 |
| — | ISHARES TR | $161.84万 | 0.08% | 61,154 | 42,546 | 228.6% | $112.60万 | 加仓 |
| AVGO | BROADCOM INC | $155.75万 | 0.08% | 4,123 | -27 | -0.7% | -$1.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $154.32万 | 0.08% | 12,401 | -1,640 | -11.7% | -$20.41万 | 减仓 |
| INTU | INTUIT | $150.65万 | 0.07% | 5,772 | -1,364 | -19.1% | -$35.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.07% | 2 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $141.77万 | 0.07% | 1,182 | 3 | 0.3% | $3,598 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $141.37万 | 0.07% | 41,777 | 19,853 | 90.6% | $67.18万 | 加仓 |
| ABBV | ABBVIE INC | $138.18万 | 0.07% | 5,491 | -713 | -11.5% | -$17.94万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $136.28万 | 0.07% | 2,675 | -90 | -3.3% | -$4.59万 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC | $134.99万 | 0.07% | 142,698 | -30,900 | -17.8% | -$29.23万 | 减仓 |
| PGR | PROGRESSIVE CORP | $132.29万 | 0.06% | 6,056 | -46 | -0.8% | -$1.00万 | 减仓 |
| — | EXXON MOBIL CORP | $131.21万 | 0.06% | 9,597 | -488 | -4.8% | -$6.67万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $127.99万 | 0.06% | 3,784 | -1,695 | -30.9% | -$57.33万 | 减仓 |
| CSCO | CISCO SYS INC | $124.08万 | 0.06% | 10,564 | 21 | 0.2% | $2,467 | 加仓 |
| JNK | SPDR SER TR | $119.68万 | 0.06% | 12,419 | -424 | -3.3% | -$4.09万 | 减仓 |
| XEL | XCEL ENERGY INC | $119.30万 | 0.06% | 14,857 | -25 | -0.2% | -$2,007 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $118.86万 | 0.06% | 6,570 | -97 | -1.5% | -$1.75万 | 减仓 |
| ETN | EATON CORP PLC | $116.20万 | 0.06% | 2,727 | 6 | 0.2% | $2,557 | 加仓 |
| QQQ | INVESCO QQQ TR | $110.39万 | 0.05% | 1,499 | 702 | 88.1% | $51.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $109.86万 | 0.05% | 2,139 | 3 | 0.1% | $1,541 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $108.77万 | 0.05% | 12,635 | -12 | -0.1% | -$1,033 | 减仓 |
| CAT | CATERPILLAR INC | $106.92万 | 0.05% | 1,004 | 4 | 0.4% | $4,260 | 加仓 |
| AMAT | APPLIED MATLS INC | $94.21万 | 0.05% | 1,303 | -11 | -0.8% | -$7,953 | 减仓 |
| — | VENU HLDG CORP | $90.83万 | 0.04% | 400,120 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.61万 | 0.04% | 3,151 | -115 | -3.5% | -$3.23万 | 减仓 |
| ADI | ANALOG DEVICES INC | $87.89万 | 0.04% | 2,213 | 1 | 0.0% | $397 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $82.91万 | 0.04% | 23,819 | 12,515 | 110.7% | $43.56万 | 加仓 |