First Washington CORP
- SEC CIK
- 0001390043
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 51
- 較 2026 年第 1 季 +1
- 總值
- $4.11 億
- 較 2026 年第 1 季 +$5,707 萬 (+16.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 1,737,492 | $8,156 萬 | 19.9% | +192,323+12.4% | 加碼 | – |
| PCARPaccar Inc | COM | 288,639 | $3,467 萬 | 8.4% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 19,657 | $2,269 萬 | 5.5% | −13,146−40.1% | 減碼 | 歷史 |
| DYDycom Industries Inc | COM | 32,989 | $1,668 萬 | 4.1% | −382−1.1% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 54,548 | $1,625 萬 | 4.0% | −587−1.1% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 381,300 | $1,487 萬 | 3.6% | −4,066−1.1% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 31,052 | $1,292 萬 | 3.1% | −10,669−25.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 10,243 | $1,203 萬 | 2.9% | −109−1.1% | 減碼 | 歷史 |
| LASRNlight, Inc. | COM | 166,098 | $1,156 萬 | 2.8% | −50,953−23.5% | 減碼 | 歷史 |
| GVAGranite Construction Inc | COM | 65,390 | $1,034 萬 | 2.5% | −1,150−1.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,516 | $1,021 萬 | 2.5% | −86−1.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 134,882 | $1,018 萬 | 2.5% | +32,576+31.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,376 | $998.9 萬 | 2.4% | −200−1.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 103,936 | $997.6 萬 | 2.4% | +35,923+52.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11,225 | $856.6 萬 | 2.1% | −3,345−23.0% | 減碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 162,534 | $848.4 萬 | 2.1% | −1,684−1.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 138,143 | $787.1 萬 | 1.9% | −1,549−1.1% | 減碼 | 歷史 |
| VCELVericel Corp | COM | 170,355 | $757.9 萬 | 1.8% | +60,596+55.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 17,348 | $739.2 萬 | 1.8% | −179−1.0% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 42,689 | $725.2 萬 | 1.8% | −447−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 28,857 | $687.8 萬 | 1.7% | −336−1.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,460 | $614.0 萬 | 1.5% | +103+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,044 | $606.1 萬 | 1.5% | −173−1.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 26,736 | $590.4 萬 | 1.4% | −280−1.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,273 | $586.8 萬 | 1.4% | −65−1.0% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 62,900 | $569.2 萬 | 1.4% | −681−1.1% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 44,933 | $553.2 萬 | 1.3% | −471−1.0% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 22,728 | $551.5 萬 | 1.3% | −237−1.0% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 66,389 | $523.3 萬 | 1.3% | −685−1.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,927 | $498.8 萬 | 1.2% | −285−1.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 65,169 | $470.3 萬 | 1.1% | −788−1.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,074 | $431.5 萬 | 1.1% | +4,497+59.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 14,233 | $411.8 萬 | 1.0% | +8,924+168.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 14,993 | $319.0 萬 | 0.8% | +14,993 | 新進 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 32,736 | $283.7 萬 | 0.7% | −331−1.0% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 7,956 | $233.0 萬 | 0.6% | −95−1.2% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 13,565 | $191.5 萬 | 0.5% | −151−1.1% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,338 | $191.4 萬 | 0.5% | −21,597−52.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,130 | $130.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,847 | $107.3 萬 | 0.3% | −1,872−50.3% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 376 | $74.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,973 | $73.4 萬 | 0.2% | −1,325−25.0% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 2,434 | $41.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,519 | $40.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 650 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 2,644 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 1,816 | $23.4 萬 | 0.1% | +1,816 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 159 | $22.0 萬 | 0.1% | +159 | 新進 | 歷史 |
| HUBBHubbell Inc | COM | 411 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 680 | $20.4 萬 | <0.1% | +680 | 新進 | – |
| AGOAssured Guaranty Ltd | COM | 1,663 | $13.3 萬 | <0.1% | +1,663 | 新進 | 歷史 |
2026 年第 1 季之後清倉（4 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。