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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 16增持 84减持 41清仓 9

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

-$3.4M

167,422 +1%

建仓

SGOV ISHARES TR

+$1.2M

11,425

建仓

IXUS ISHARES TR

+$983.8K

16,400

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。

建仓

ITOT ISHARES TR

+$982.8K

10,435

减持

MSFT MICROSOFT CORP

-$909.3K

33,909 -1%

增持

VOO VANGUARD INDEX FDS

+$879.6K

23,480 +15%

增持

VTI VANGUARD INDEX FDS

+$809.2K

10,391 +64%

建仓

JPST J P MORGAN EXCHANGE TRADED F

+$763.6K

15,218

建仓

ICSH ISHARES TR

+$701.9K

13,933

建仓

IEFA ISHARES TR

+$605.6K

9,411

增持

SPY SPDR S&P 500 ETF TR

+$580.7K

13,779 +15%

减持

USFR WISDOMTREE TR

-$496.5K

77,021 -11%

清仓

NOC NORTHROP GRUMMAN CORP

-$486.3K

0 -100%

建仓

GLD SPDR GOLD TR

+$443.9K

2,589

增持

IWF ISHARES TR

+$386.7K

4,988 +46%

增持

— EXXON MOBIL CORP

+$351.9K

15,466 +13%

建仓

VIGI VANGUARD WHITEHALL FDS

+$319.3K

4,476

建仓

DGRW WISDOMTREE TR

+$317.1K

4,995

建仓

DGRO ISHARES TR

+$315.3K

6,366

清仓

SDGR SCHRODINGER INC

-$314.5K

0 -100%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$292.0K

6,220 +50%

建仓

PAYX PAYCHEX INC

+$286.9K

2,488

清仓

VTR VENTAS INC

-$283.3K

0 -100%

增持

ORCL ORACLE CORP

-$246.1K

19,172 +0%

建仓

FDX FEDEX CORP

+$243.1K

917

清仓

EMB ISHARES TR

-$218.7K

0 -100%

建仓

NVO NOVO-NORDISK A S

+$213.2K

2,344

清仓

GIS GENERAL MLS INC

-$211.2K

0 -100%

增持

PSX PHILLIPS 66

+$208.8K

8,004 +1%

清仓

DRI DARDEN RESTAURANTS INC

-$208.2K

0 -100%

清仓

MMM 3M CO

-$206.8K

0 -100%

建仓

UBER UBER TECHNOLOGIES INC

+$205.7K

4,473

建仓

— GOLAR LNG LTD

+$205.0K

8,450

清仓

IDXX IDEXX LABS INC

-$200.9K

0 -100%

增持

NFLX NETFLIX INC

-$200.4K

3,431 +1%

建仓

TXT TEXTRON INC

+$200.1K

2,560

清仓

CWB SPDR SER TR

-$200.0K

0 -100%

增持

NVDA NVIDIA CORPORATION

+$199.4K

5,053 +7%

减持

ISRG INTUITIVE SURGICAL INC

-$192.2K

3,775 -0%

增持

VT VANGUARD INTL EQUITY INDEX F

+$182.7K

34,743 +10%

减持

DIS DISNEY WALT CO

-$173.3K

18,947 -1%

增持

SCHD SCHWAB STRATEGIC TR

+$173.1K

6,851 +60%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$172.2K

14,408 +1%

增持

AMGN AMGEN INC

+$156.2K

2,958 +3%

增持

ABBV ABBVIE INC

+$135.8K

5,171 +10%

减持

ASTH APOLLO MED HLDGS INC

-$135.4K

99,660 -2%

增持

AVGO BROADCOM INC

-$126.1K

4,439 +1%

减持

VZ VERIZON COMMUNICATIONS INC

-$125.2K

11,936 -13%

增持

LLY ELI LILLY & CO

+$117.4K

915 +15%

减持

IYR ISHARES TR

-$115.5K

7,585 -7%

增持

MCD MCDONALDS CORP

-$109.0K

3,193 +0%

增持

PEP PEPSICO INC

-$106.5K

6,792 +0%

增持

AMZN AMAZON COM INC

-$100.4K

31,661 +0%

减持

KFY KORN FERRY

-$99.3K

43,722 -0%

增持

INTC INTEL CORP

+$98.9K

15,425 +15%

增持

IJH ISHARES TR

+$96.0K

2,069 +29%

减持

QCOM QUALCOMM INC

-$94.8K

8,508 -3%

减持

PFE PFIZER INC

-$94.2K

18,503 -4%

增持

WMT WALMART INC

+$94.1K

18,500 +2%

减持

WSM WILLIAMS SONOMA INC

+$92.6K

3,073 -0%

增持

HON HONEYWELL INTL INC

-$92.0K

4,070 +0%

减持

DFAS DIMENSIONAL ETF TRUST

-$87.3K

30,083 -1%

增持

NEE NEXTERA ENERGY INC

-$85.9K

7,495 +8%

增持

IJR ISHARES TR

+$85.7K

8,926 +18%

增持

CUSD TRUST FOR PROFESSIONAL MANAG

+$85.0K

70,523 +4%

增持

COST COSTCO WHSL CORP NEW

+$84.7K

3,120 +0%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$82.4K

20,388 -2%

增持

PG PROCTER AND GAMBLE CO

+$80.5K

19,054 +7%

减持

AXP AMERICAN EXPRESS CO

-$80.0K

3,067 -1%

增持

CAT CATERPILLAR INC

+$79.1K

2,662 +1%

减持

NKE NIKE INC

-$78.1K

4,646 -2%

减持

TSLA TESLA INC

-$75.4K

3,759 -3%

减持

MRK MERCK & CO INC

-$74.2K

5,842 -0%

增持

IWM ISHARES TR

-$72.5K

9,746 +2%

增持

QQQ INVESCO QQQ TR

+$71.9K

8,177 +6%

减持

GOOGL ALPHABET INC

+$69.2K

12,863 -5%

增持

IVV ISHARES TR

+$69.0K

10,903 +5%

减持

RSI RUSH STREET INTERACTIVE INC

+$66.9K

55,000 -8%

减持

DFAX DIMENSIONAL ETF TRUST

-$62.9K

37,553 -4%

减持

UPRO PROSHARES TR

-$61.3K

9,035 -1%

减持

AOR ISHARES TR

-$61.1K

14,393 -4%

减持

BX BLACKSTONE INC

+$58.6K

4,286 -1%

增持

CSCO CISCO SYS INC

+$57.3K

6,753 +14%

减持

CVX CHEVRON CORP NEW

+$55.0K

7,648 -3%

增持

CRBN ISHARES TR

+$53.8K

2,757 +20%

减持

GOOG ALPHABET INC

+$53.4K

9,352 -4%

增持

SLB SCHLUMBERGER LTD

+$53.2K

5,718 +0%

增持

ABT ABBOTT LABS

-$52.5K

5,208 +2%

增持

VEA VANGUARD TAX-MANAGED FDS

-$52.3K

21,487 +0%

增持

SRE SEMPRA

-$48.3K

10,129 +100%

减持

VUG VANGUARD INDEX FDS

-$47.2K

3,252 -1%

减持

T AT&T INC

-$45.6K

30,544 -3%

增持

SHOP SHOPIFY INC

-$45.6K

5,007 +1%

减持

META META PLATFORMS INC

+$45.1K

3,693 -0%

减持

EEM ISHARES TR

-$44.3K

8,123 -9%

增持

MO ALTRIA GROUP INC

-$38.8K

12,264 +0%

增持

SBUX STARBUCKS CORP

-$38.7K

5,124 +0%

增持

DHR DANAHER CORPORATION

+$38.4K

1,036 +14%

减持

F FORD MTR CO DEL

-$36.6K

12,271 -2%

增持

CSX CSX CORP

-$36.1K

11,167 +0%

减持

SLV ISHARES SILVER TR

-$34.1K

12,586 -9%

减持

XLK SELECT SECTOR SPDR TR

-$33.5K

1,464 -7%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$32.6K

12,621 +4%

增持

SHEL SHELL PLC

+$31.6K

6,673 +1%

增持

BOND PIMCO ETF TR

+$30.0K

8,921 +8%

减持

SCHA SCHWAB STRATEGIC TR

-$29.3K

12,308 -0%

增持

VO VANGUARD INDEX FDS

-$28.9K

2,633 +0%

增持

WM WASTE MGMT INC DEL

-$28.8K

1,418 +0%

增持

LOW LOWES COS INC

-$28.2K

2,525 +3%

减持

XLE SELECT SECTOR SPDR TR

+$27.6K

3,118 -0%

减持

TIP ISHARES TR

-$27.5K

4,257 -2%

增持

GE GENERAL ELECTRIC CO

+$26.6K

3,479 +7%

增持

AOA ISHARES TR

-$26.4K

16,191 +2%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$26.3K

11,786 +6%

减持

DVY ISHARES TR

-$24.9K

3,394 -1%

增持

DE DEERE & CO

-$24.7K

923 +0%

增持

AMD ADVANCED MICRO DEVICES INC

-$24.4K

3,367 +4%

增持

HD HOME DEPOT INC

-$23.9K

7,701 +2%

增持

UNH UNITEDHEALTH GROUP INC

+$23.8K

878 +1%

减持

IWD ISHARES TR

-$23.1K

3,600 -0%

增持

PM PHILIP MORRIS INTL INC

-$22.0K

4,636 +0%

增持

SCHW SCHWAB CHARLES CORP

+$19.8K

10,710 +7%

增持

VNQ VANGUARD INDEX FDS

-$19.3K

2,676 +1%

增持

VWO VANGUARD INTL EQUITY INDEX F

-$18.6K

14,077 +0%

减持

VTV VANGUARD INDEX FDS

-$18.5K

2,808 -2%

增持

V VISA INC

-$16.6K

6,038 +2%

增持

— ACCENTURE PLC IRELAND

+$15.5K

989 +6%

增持

JPM JPMORGAN CHASE & CO

+$13.5K

10,939 +1%

增持

SCHB SCHWAB STRATEGIC TR

-$13.1K

10,190 +1%

增持

GILD GILEAD SCIENCES INC

+$13.0K

3,303 +9%

增持

TOTL SSGA ACTIVE ETF TR

+$12.9K

23,875 +6%

增持

ED CONSOLIDATED EDISON INC

-$12.3K

2,770 +0%

增持

SCHX SCHWAB STRATEGIC TR

-$12.2K

6,986 +0%

减持

DUK DUKE ENERGY CORP NEW

-$12.0K

3,852 -2%

增持

WFC WELLS FARGO CO NEW

-$11.5K

22,872 +3%

增持

BAC BANK AMERICA CORP

-$11.2K

23,844 +3%

减持

CMCSA COMCAST CORP NEW

+$10.5K

17,423 -5%

增持

VB VANGUARD INDEX FDS

-$10.0K

1,078 +0%

增持

SCHG SCHWAB STRATEGIC TR

-$9.3K

4,209 +0%

增持

KO COCA COLA CO

-$7.9K

16,412 +7%

增持

EFA ISHARES TR

-$7.9K

23,729 +5%

增持

VBR VANGUARD INDEX FDS

-$7.3K

1,318 +0%

增持

BA BOEING CO

-$7.1K

3,259 +9%

增持

IVW ISHARES TR

+$6.8K

10,394 +4%

增持

CRM SALESFORCE INC

-$5.9K

1,097 +1%

增持

SCZ ISHARES TR

+$5.3K

12,814 +5%

增持

HOOD ROBINHOOD MKTS INC

-$4.6K

54,631 +1%

增持

JNJ JOHNSON & JOHNSON

+$4.6K

14,276 +6%

减持

CVS CVS HEALTH CORP

+$1.7K

3,704 -0%

增持

STWD STARWOOD PPTY TR INC

+$594

13,210 +0%