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Westmount Partners, LLC

报告期 2026-03-31 · CIK 0002051491

持仓数

264

前50大市值合计

$283.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$43.8M

172,733

15.5%

NVDA NVIDIA CORPORATION

COM

$15.6M

89,548

5.5%

AVGO BROADCOM INC

COM

$14.9M

48,228

5.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$14.4M

24,098

5.1%

MSFT MICROSOFT CORP

COM

$14.1M

37,984

5.0%

CACI CACI INTL INC

CL A

$11.6M

21,316

4.1%

AMZN AMAZON COM INC

COM

$10.0M

47,993

3.5%

GOOGL ALPHABET INC

CAP STK CL A

$9.4M

32,765

3.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.8M

18,321

3.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$8.7M

13,375

3.1%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$7.7M

55,810

2.7%

IVV ISHARES TR

CORE S&P500 ETF

$7.6M

11,662

2.7%

WMT WALMART INC

COM

$7.1M

57,101

2.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$6.5M

20,402

2.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.4M

9,411

1.9%

IBM INTERNATIONAL BUSINESS MACHS

COM

$4.7M

19,355

1.7%

GOOG ALPHABET INC

CAP STK CL C

$4.6M

16,036

1.6%

ILMN ILLUMINA INC

COM

$4.3M

35,119

1.5%

— MASIMO CORP

COM

$4.3M

24,232

1.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$3.6M

8,353

1.3%

COST COSTCO WHOLESALE CORPORATION

COM

$3.6M

3,647

1.3%

AOA ISHARES TR

CORE 80/20 AGGRE

$3.3M

37,232

1.2%

IJR ISHARES TR

CORE S&P SCP ETF

$3.3M

26,302

1.2%

— EXXON MOBIL CORP

COM

$3.1M

18,399

1.1%

META META PLATFORMS INC

CL A

$3.1M

5,381

1.1%

BMRC BANK OF MARIN BANCORP

COM

$3.0M

115,484

1.0%

NFLX NETFLIX INC.

COM

$2.9M

30,394

1.0%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$2.9M

60,240

1.0%

ORCL ORACLE CORP

COM

$2.8M

19,365

1.0%

JNJ JOHNSON & JOHNSON

COM

$2.8M

11,315

1.0%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.7M

105,342

1.0%

JPM JPMORGAN CHASE & CO

COM

$2.7M

9,124

0.9%

ABBV ABBVIE INC

COM

$2.6M

12,184

0.9%

TSLA TESLA INC

COM

$2.6M

7,110

0.9%

KFY KORN FERRY

COM NEW

$2.6M

41,518

0.9%

PG PROCTER & GAMBLE CO

COM

$2.5M

17,399

0.9%

IVE ISHARES TR

S&P 500 VAL ETF

$2.5M

11,689

0.9%

WFC WELLS FARGO & CO

COM

$2.4M

30,699

0.9%

EFA ISHARES TR

MSCI EAFE ETF

$2.4M

25,057

0.9%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$2.2M

79,721

0.8%

XSHQ INVESCO EXCH TRADED FD TR II

S&P SMLCAP QTY

$2.2M

40,000

0.8%

HD HOME DEPOT INC

COM

$2.1M

6,501

0.8%

LLY ELI LILLY & CO

COM

$2.1M

2,307

0.7%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$2.1M

42,126

0.7%

IWM ISHARES TR

RUSSELL 2000 ETF

$2.0M

8,182

0.7%

HOOD ROBINHOOD MKTS INC

COM CL A

$1.9M

27,995

0.7%

V VISA INC

COM CL A

$1.9M

6,404

0.7%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$1.9M

65,555

0.7%

ASTH ASTRANA HEALTH INC

COM NEW

$1.9M

77,755

0.7%

IVW ISHARES TR

S&P 500 GRWT ETF

$1.9M

16,634

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

40%前 6 大占比

AAPL15.5%NVDA5.5%AVGO5.3%VOO5.1%MSFT5.0%CACI4.1%

Westmount Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心