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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 148 项
建仓 10
增持 83
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
—
ARDAGH METAL PACKAGING S A
+$3.3M
865,135
减持
AAPL
APPLE INC
+$3.0M
165,240
-6%
增持
MSFT
MICROSOFT CORP
+$1.8M
34,111
+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
TSLA
TESLA INC
-$1.6M
3,881
-70%
减持
CACI
CACI INTL INC
+$1.0M
31,331
-4%
增持
AVGO
BROADCOM INC
+$1.0M
4,396
+1%
增持
AMZN
AMAZON COM INC
+$1.0M
31,644
+5%
清仓
GNL
GLOBAL NET LEASE INC
-$932.3K
0
-100%
减持
USFR
WISDOMTREE TR
-$803.3K
86,887
-16%
增持
NVDA
NVIDIA CORPORATION
+$689.6K
4,724
+0%
减持
ASTH
APOLLO MED HLDGS INC
-$558.0K
101,580
-2%
增持
ORCL
ORACLE CORP
+$510.9K
19,118
+1%
清仓
—
PACWEST BANCORP DEL
-$486.5K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$486.3K
1,067
减持
VOO
VANGUARD INDEX FDS
+$468.3K
20,480
-2%
增持
NFLX
NETFLIX INC
+$432.5K
3,396
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$417.6K
11,978
+0%
增持
IVV
ISHARES TR
+$366.4K
10,350
+0%
清仓
FRPT
FRESHPET INC
-$364.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$357.3K
13,484
+11%
增持
ISRG
INTUITIVE SURGICAL INC
+$335.3K
3,789
+1%
减持
QQQ
INVESCO QQQ TR
+$329.5K
7,735
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$326.1K
31,497
+6%
建仓
SDGR
SCHRODINGER INC
+$314.5K
6,300
增持
META
META PLATFORMS INC
+$278.5K
3,706
+0%
增持
GOOG
ALPHABET INC
+$261.0K
9,752
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$246.5K
14,296
-5%
增持
AOA
ISHARES TR
+$246.0K
15,893
+25%
建仓
WM
WASTE MGMT INC DEL
+$245.0K
1,413
增持
HD
HOME DEPOT INC
+$238.7K
7,568
+6%
清仓
KMPR
KEMPER CORP
-$220.6K
0
-100%
建仓
IUSG
ISHARES TR
+$214.6K
2,198
建仓
DRI
DARDEN RESTAURANTS INC
+$208.2K
1,246
建仓
IJK
ISHARES TR
+$208.2K
2,776
建仓
MMM
3M CO
+$206.8K
2,066
清仓
TXN
TEXAS INSTRS INC
-$202.6K
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$200.3K
0
-100%
建仓
CWB
SPDR SER TR
+$200.0K
2,860
减持
T
AT&T INC
-$185.0K
31,620
-12%
增持
JPM
JPMORGAN CHASE & CO
+$185.0K
10,815
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$180.3K
20,760
+5%
增持
COST
COSTCO WHSL CORP NEW
+$176.4K
3,117
+3%
增持
JNJ
JOHNSON & JOHNSON
+$161.7K
13,406
+1%
减持
WMT
WALMART INC
+$154.2K
18,225
-1%
增持
DIS
DISNEY WALT CO
-$141.0K
19,141
+4%
增持
CRBN
ISHARES TR
+$128.2K
2,305
+47%
增持
CMCSA
COMCAST CORP NEW
+$127.9K
18,340
+10%
增持
VTI
VANGUARD INDEX FDS
+$121.1K
6,346
+1%
减持
ABBV
ABBVIE INC
-$120.1K
4,713
-1%
增持
AOR
ISHARES TR
+$113.4K
15,010
+14%
减持
RDNT
RADNET INC
+$102.5K
30,000
-14%
减持
WFC
WELLS FARGO CO NEW
+$99.8K
22,166
-2%
增持
IWM
ISHARES TR
+$97.6K
9,585
+1%
减持
LLY
LILLY ELI & CO
+$93.8K
798
-2%
增持
LOW
LOWES COS INC
+$83.0K
2,450
+4%
减持
AMGN
AMGEN INC
-$81.5K
2,877
-3%
增持
PFE
PFIZER INC
-$77.7K
19,302
+0%
减持
SHOP
SHOPIFY INC
+$77.4K
4,935
-2%
增持
BAC
BANK AMERICA CORP
+$74.4K
23,146
+12%
增持
MA
MASTERCARD INCORPORATED
+$70.9K
1,229
+8%
减持
UPRO
PROSHARES TR
+$70.5K
9,144
-3%
增持
IWB
ISHARES TR
+$70.0K
3,701
+0%
增持
HON
HONEYWELL INTL INC
+$67.1K
4,067
+0%
增持
IVW
ISHARES TR
+$66.3K
9,994
+0%
减持
VUG
VANGUARD INDEX FDS
+$64.8K
3,296
-5%
增持
PG
PROCTER AND GAMBLE CO
+$63.5K
17,785
+0%
减持
V
VISA INC
+$62.1K
5,918
-1%
增持
MCD
MCDONALDS CORP
+$61.1K
3,184
+0%
增持
IJR
ISHARES TR
+$57.0K
7,590
+5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$54.1K
12,104
-5%
增持
MRK
MERCK & CO INC
+$53.0K
5,855
+0%
增持
QCOM
QUALCOMM INC
-$52.5K
8,735
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$51.9K
10,078
+3%
减持
BOND
PIMCO ETF TR
-$49.8K
8,231
-5%
减持
—
EXXON MOBIL CORP
-$46.9K
13,674
-1%
减持
CAT
CATERPILLAR INC
+$44.3K
2,632
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$41.0K
4,152
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.3K
11,107
+3%
增持
EFA
ISHARES TR
+$40.1K
22,666
+1%
增持
SHEL
SHELL PLC
+$39.8K
6,592
+6%
增持
IVE
ISHARES TR
+$39.6K
3,845
+1%
增持
PSX
PHILLIPS 66
-$39.0K
7,894
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$37.9K
683
-0%
减持
TOTL
SSGA ACTIVE ETF TR
-$37.6K
22,439
-3%
减持
VNQ
VANGUARD INDEX FDS
-$37.1K
2,653
-15%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$36.2K
1,050
+5%
减持
ABT
ABBOTT LABS
+$36.0K
5,108
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$35.8K
3,407
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
+$35.6K
3,253
-5%
减持
SCHG
SCHWAB STRATEGIC TR
+$34.8K
4,207
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$34.4K
10,025
-2%
增持
COP
CONOCOPHILLIPS
+$33.5K
7,078
+0%
减持
CSX
CSX CORP
+$30.9K
11,127
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$30.5K
21,476
+1%
增持
STWD
STARWOOD PPTY TR INC
+$29.2K
13,146
+3%
增持
VO
VANGUARD INDEX FDS
+$27.9K
2,622
+1%
减持
AXP
AMERICAN EXPRESS CO
+$27.5K
3,086
-0%
增持
SRE
SEMPRA
-$27.2K
5,065
+0%
增持
KO
COCA COLA CO
-$26.1K
15,387
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$26.0K
3,922
+0%
减持
GILD
GILEAD SCIENCES INC
-$25.8K
3,043
-3%
减持
GE
GENERAL ELECTRIC CO
+$25.7K
3,259
-6%
增持
—
CANO HEALTH INC
+$25.6K
31,500
+57%
增持
UNH
UNITEDHEALTH GROUP INC
+$25.1K
871
+5%
增持
VTR
VENTAS INC
+$25.1K
5,993
+1%
增持
SBUX
STARBUCKS CORP
-$24.6K
5,112
+0%
增持
CUSD
TRUST FOR PROFESSIONAL MANAG
+$24.5K
67,620
+0%
增持
GIS
GENERAL MLS INC
-$24.0K
2,753
+0%
增持
BX
BLACKSTONE INC
+$23.5K
4,309
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$23.2K
30,408
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$23.1K
12,309
+0%
增持
CSCO
CISCO SYS INC
+$20.5K
5,910
+8%
增持
IJH
ISHARES TR
+$18.7K
1,605
+0%
减持
F
FORD MTR CO DEL
-$18.6K
12,490
-24%
减持
SCHD
SCHWAB STRATEGIC TR
-$17.4K
4,291
-5%
建仓
—
NIKOLA CORP
+$17.3K
12,500
增持
CVS
CVS HEALTH CORP
-$16.3K
3,716
+1%
增持
SLV
ISHARES SILVER TR
-$16.2K
13,886
+0%
增持
VTV
VANGUARD INDEX FDS
+$16.1K
2,856
+1%
减持
DHR
DANAHER CORPORATION
-$15.8K
911
-2%
增持
WSM
WILLIAMS SONOMA INC
+$13.6K
3,076
+1%
减持
VB
VANGUARD INDEX FDS
-$13.5K
1,075
-10%
增持
VZ
VERIZON COMMUNICATIONS INC
-$12.9K
13,768
+2%
增持
MO
ALTRIA GROUP INC
+$12.8K
12,241
+1%
增持
CVX
CHEVRON CORP NEW
-$12.6K
7,846
+3%
减持
TIP
ISHARES TR
-$12.1K
4,358
-0%
增持
—
ACTIVISION BLIZZARD INC
-$11.8K
9,253
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$11.5K
1,573
-9%
减持
EMB
ISHARES TR
-$11.4K
2,527
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.7K
14,025
+1%
增持
VBR
VANGUARD INDEX FDS
+$9.2K
1,315
+0%
增持
UNP
UNION PAC CORP
+$9.0K
1,843
+1%
减持
INTC
INTEL CORP
+$9.0K
13,442
-0%
减持
SCHX
SCHWAB STRATEGIC TR
+$8.9K
6,983
-5%
增持
SDY
SPDR SER TR
-$8.5K
8,859
+0%
增持
NKE
NIKE INC
-$7.2K
4,733
+10%
减持
IYR
ISHARES TR
+$7.0K
8,183
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$7.0K
534
-0%
增持
DE
DEERE & CO
-$5.5K
920
+0%
增持
EEM
ISHARES TR
+$4.9K
8,912
+1%
增持
SCZ
ISHARES TR
+$3.8K
12,179
+1%
增持
PM
PHILIP MORRIS INTL INC
+$2.6K
4,622
+0%
减持
RSI
RUSH STREET INTERACTIVE INC
-$2.5K
60,000
-2%
减持
CRM
SALESFORCE INC
+$2.2K
1,081
-5%
增持
IEO
ISHARES TR
-$1.4K
6,929
+1%
增持
SLB
SCHLUMBERGER LTD
+$892
5,703
+0%
增持
BA
BOEING CO
-$826
2,992
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$426
3,132
+2%
