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Westmount Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Westmount Partners, LLC
报告期 2026-03-31 · CIK 0002051491
持仓数
264
前50大市值合计
$283.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 147 项
建仓 14
增持 100
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.9M
176,304
+3%
增持
MSFT
MICROSOFT CORP
+$2.0M
34,025
+4%
增持
TSLA
TESLA INC
+$1.1M
12,746
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
MASIMO CORP
+$925.6K
26,424
-1%
减持
USFR
WISDOMTREE TR
-$881.2K
102,953
-15%
增持
VOO
VANGUARD INDEX FDS
+$832.0K
20,934
+4%
增持
NVDA
NVIDIA CORPORATION
+$625.9K
4,712
+1%
清仓
GLD
SPDR GOLD TR
-$586.3K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$558.6K
11,949
+5%
减持
AMZN
AMAZON COM INC
+$549.0K
30,134
-1%
减持
ASTH
APOLLO MED HLDGS INC
+$520.0K
103,315
-6%
建仓
—
PACWEST BANCORP DEL
+$486.5K
50,000
增持
QQQ
INVESCO QQQ TR
+$449.9K
7,878
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$429.6K
29,629
+11%
增持
AVGO
BROADCOM INC
+$376.4K
4,364
+1%
增持
META
META PLATFORMS INC
+$351.4K
3,704
+3%
增持
IVV
ISHARES TR
+$326.0K
10,330
+1%
增持
PEP
PEPSICO INC
+$314.7K
6,788
+33%
增持
COST
COSTCO WHSL CORP NEW
+$286.0K
3,022
+13%
建仓
CSCO
CISCO SYS INC
+$285.3K
5,458
增持
DIS
DISNEY WALT CO
+$280.8K
18,475
+2%
减持
PFE
PFIZER INC
-$265.1K
19,256
-6%
增持
JNJ
JOHNSON & JOHNSON
-$261.7K
13,272
+1%
增持
EIX
EDISON INTL
+$260.8K
9,137
+51%
清仓
MMM
3M CO
-$252.4K
0
-100%
增持
ORCL
ORACLE CORP
+$244.3K
19,004
+2%
建仓
SHOP
SHOPIFY INC
+$241.4K
5,035
建仓
CRBN
ISHARES TR
+$232.4K
1,571
建仓
VB
VANGUARD INDEX FDS
+$227.3K
1,199
建仓
CRM
SALESFORCE INC
+$226.2K
1,132
建仓
STWD
STARWOOD PPTY TR INC
+$225.9K
12,768
增持
MCD
MCDONALDS CORP
+$222.4K
3,179
+26%
建仓
KMPR
KEMPER CORP
+$220.6K
4,035
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$210.1K
1,000
建仓
URI
UNITED RENTALS INC
+$206.2K
521
建仓
DFUS
DIMENSIONAL ETF TRUST
+$202.6K
4,561
建仓
TXN
TEXAS INSTRS INC
+$202.6K
1,089
建仓
IDXX
IDEXX LABS INC
+$200.0K
400
增持
PG
PROCTER AND GAMBLE CO
+$191.1K
17,723
+10%
增持
EFA
ISHARES TR
+$188.1K
22,416
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$186.8K
19,816
+0%
减持
WFC
WELLS FARGO CO NEW
-$173.7K
22,638
-8%
增持
CVX
CHEVRON CORP NEW
+$167.9K
7,644
+27%
增持
JPM
JPMORGAN CHASE & CO
+$162.0K
10,652
+17%
增持
QCOM
QUALCOMM INC
+$161.5K
8,561
+1%
增持
GOOG
ALPHABET INC
+$158.0K
8,834
+3%
减持
GOOGL
ALPHABET INC
+$154.2K
12,115
-3%
增持
CAT
CATERPILLAR INC
+$153.1K
2,636
+40%
减持
NFLX
NETFLIX INC
+$152.2K
3,078
-0%
增持
WMT
WALMART INC
+$148.5K
18,382
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$137.1K
10,191
+114%
增持
COP
CONOCOPHILLIPS
-$130.1K
7,054
+0%
增持
V
VISA INC
+$129.6K
5,958
+2%
增持
HD
HOME DEPOT INC
+$127.8K
7,157
+14%
增持
SHEL
SHELL PLC
+$123.3K
6,225
+51%
增持
CMCSA
COMCAST CORP NEW
+$122.7K
16,728
+14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$116.1K
3,418
+1%
增持
PM
PHILIP MORRIS INTL INC
+$112.6K
4,613
+39%
增持
BA
BOEING CO
+$110.7K
2,978
+9%
减持
BAC
BANK AMERICA CORP
-$103.5K
20,616
-1%
减持
VUG
VANGUARD INDEX FDS
+$93.4K
3,479
-4%
增持
HON
HONEYWELL INTL INC
-$91.3K
4,064
+0%
增持
IWM
ISHARES TR
+$88.8K
9,515
+3%
增持
AOR
ISHARES TR
+$87.7K
13,169
+9%
增持
VTI
VANGUARD INDEX FDS
+$81.3K
6,256
+0%
减持
INTC
INTEL CORP
+$76.0K
13,483
-2%
增持
KO
COCA COLA CO
+$69.1K
15,359
+11%
建仓
—
SOBR SAFE INC
+$65.8K
29,636
增持
SCZ
ISHARES TR
+$65.0K
12,006
+4%
增持
T
AT&T INC
+$63.3K
35,810
+5%
增持
UPRO
PROSHARES TR
+$62.5K
9,405
+3%
减持
GSBD
GOLDMAN SACHS BDC INC
-$61.6K
14,790
-23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.8K
14,990
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$59.8K
1,735
+7%
增持
IWB
ISHARES TR
+$56.3K
3,694
+0%
增持
IVW
ISHARES TR
+$54.4K
9,987
+0%
增持
AXP
AMERICAN EXPRESS CO
+$54.0K
3,093
+0%
增持
SBUX
STARBUCKS CORP
+$53.9K
5,100
+6%
增持
AOA
ISHARES TR
+$53.3K
12,711
+1%
增持
EEM
ISHARES TR
+$52.8K
8,811
+13%
减持
KFY
KORN FERRY
-$52.0K
43,873
-4%
减持
NEE
NEXTERA ENERGY INC
-$51.7K
6,945
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$51.0K
21,281
-2%
增持
NKE
NIKE INC
+$49.1K
4,317
+5%
增持
GNL
GLOBAL NET LEASE INC
+$46.3K
72,494
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$45.9K
8,443
+13%
减持
TIP
ISHARES TR
-$43.9K
4,364
-12%
增持
IEO
ISHARES TR
-$42.6K
6,874
+1%
增持
CVS
CVS HEALTH CORP
-$42.4K
3,676
+9%
增持
UNH
UNITEDHEALTH GROUP INC
-$41.5K
833
+1%
增持
GE
GENERAL ELECTRIC CO
+$41.1K
3,476
+0%
增持
VTV
VANGUARD INDEX FDS
+$37.9K
2,822
+13%
增持
CUSD
TRUST FOR PROFESSIONAL MANAG
+$36.6K
67,595
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$30.9K
9,804
+0%
增持
—
ACCENTURE PLC IRELAND
+$30.8K
934
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$29.9K
23,093
+1%
增持
WSM
WILLIAMS SONOMA INC
+$29.0K
3,052
+2%
减持
SDY
SPDR SER TR
-$28.6K
8,847
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$28.0K
10,830
+0%
增持
IVE
ISHARES TR
+$27.9K
3,823
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$27.5K
4,305
-5%
增持
BOND
PIMCO ETF TR
+$26.8K
8,668
+1%
增持
GIS
GENERAL MLS INC
+$26.2K
2,752
+10%
增持
ABT
ABBOTT LABS
-$25.3K
5,144
+3%
增持
SPGI
S&P GLOBAL INC
+$24.6K
2,362
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$24.0K
7,376
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$23.2K
13,858
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$21.0K
8,574
-2%
增持
VO
VANGUARD INDEX FDS
+$21.0K
2,605
+1%
增持
PSX
PHILLIPS 66
-$20.9K
7,812
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$20.6K
13,498
-3%
减持
GILD
GILEAD SCIENCES INC
-$19.1K
3,138
-4%
增持
SLV
ISHARES SILVER TR
+$19.0K
13,846
+6%
增持
LLY
LILLY ELI & CO
+$18.6K
816
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$18.2K
12,724
+1%
增持
IWD
ISHARES TR
+$17.4K
3,609
+3%
增持
—
EXXON MOBIL CORP
+$16.2K
13,801
+2%
增持
VNQ
VANGUARD INDEX FDS
+$15.9K
3,116
+6%
增持
SRE
SEMPRA
-$15.7K
5,058
+0%
减持
—
VIRNETX HLDG CORP
-$15.3K
25,000
-32%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$14.8K
684
-1%
减持
IJR
ISHARES TR
+$14.7K
7,232
-0%
减持
ABBV
ABBVIE INC
-$14.7K
4,738
-1%
增持
IJH
ISHARES TR
+$14.0K
1,603
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$13.7K
535
+9%
增持
XLE
SELECT SECTOR SPDR TR
-$13.6K
3,064
+0%
减持
UNP
UNION PAC CORP
-$13.5K
1,829
-1%
增持
DE
DEERE & CO
-$13.1K
917
+0%
增持
MRK
MERCK & CO INC
+$12.7K
5,852
+6%
减持
MA
MASTERCARD INCORPORATED
+$11.9K
1,135
-1%
减持
BX
BLACKSTONE INC
+$9.7K
4,293
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.4K
4,113
-3%
增持
VTR
VENTAS INC
-$8.6K
5,956
+1%
增持
CSX
CSX CORP
+$8.0K
11,642
+6%
增持
MO
ALTRIA GROUP INC
+$6.1K
12,141
+4%
增持
EMB
ISHARES TR
+$5.8K
2,667
+1%
减持
F
FORD MTR CO DEL
-$5.2K
16,470
-10%
增持
DUK
DUKE ENERGY CORP NEW
-$3.8K
3,918
+6%
增持
SLB
SCHLUMBERGER LTD
-$2.9K
5,688
+8%
增持
AMGN
AMGEN INC
-$2.9K
2,979
+8%
增持
IWS
ISHARES TR
+$2.8K
3,118
+0%
减持
IYR
ISHARES TR
-$2.6K
8,258
-1%
增持
LOW
LOWES COS INC
+$2.3K
2,350
+0%
增持
GPC
GENUINE PARTS CO
-$1.8K
2,838
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.3K
4,498
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$1.1K
3,765
+2%
增持
VBR
VANGUARD INDEX FDS
+$429
1,312
+0%
