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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 69
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.7M
168,109
+0%
清仓
—
ARDAGH METAL PACKAGING S A
-$2.7M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.9M
33,616
-1%
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
USFR
WISDOMTREE TR
-$1.3M
50,972
-34%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
23,781
+1%
清仓
SGOV
ISHARES TR
-$1.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.0M
33,101
+5%
清仓
—
ACTIVISION BLIZZARD INC
-$866.4K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$763.6K
0
-100%
清仓
ICSH
ISHARES TR
-$701.9K
0
-100%
减持
ASTH
APOLLO MED HLDGS INC
+$660.7K
97,525
-2%
减持
IXUS
ISHARES TR
-$630.6K
5,440
-67%
增持
NVDA
NVIDIA CORPORATION
+$601.6K
5,653
+12%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$564.3K
36,952
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$524.2K
13,495
-2%
清仓
GLD
SPDR GOLD TR
-$443.9K
0
-100%
增持
IVE
ISHARES TR
+$441.6K
5,941
+55%
增持
TSLA
TESLA INC
+$406.7K
5,422
+44%
增持
IVW
ISHARES TR
+$399.3K
14,786
+42%
减持
QQQ
INVESCO QQQ TR
+$394.0K
8,116
-1%
建仓
VGT
VANGUARD WORLD FDS
+$382.1K
790
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$359.3K
19,686
-3%
减持
BOND
PIMCO ETF TR
-$342.7K
4,775
-46%
增持
META
META PLATFORMS INC
+$334.8K
4,078
+10%
减持
HD
HOME DEPOT INC
+$327.7K
7,660
-1%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$319.3K
0
-100%
清仓
DGRW
WISDOMTREE TR
-$317.1K
0
-100%
清仓
DGRO
ISHARES TR
-$315.3K
0
-100%
增持
QCOM
QUALCOMM INC
+$305.9K
8,649
+2%
减持
—
EXXON MOBIL CORP
-$300.0K
15,188
-2%
增持
IWM
ISHARES TR
+$299.0K
10,072
+3%
减持
IVV
ISHARES TR
+$297.3K
10,425
-4%
增持
JPM
JPMORGAN CHASE & CO
+$293.1K
11,050
+1%
减持
IWF
ISHARES TR
-$277.8K
3,460
-31%
增持
AOA
ISHARES TR
+$273.6K
18,850
+16%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$253.6K
4,184
-33%
增持
INTC
INTEL CORP
+$244.6K
15,779
+2%
清仓
FDX
FEDEX CORP
-$243.1K
0
-100%
建仓
—
LAM RESEARCH CORP
+$242.3K
309
建仓
COIN
COINBASE GLOBAL INC
+$241.9K
1,391
建仓
ICLN
ISHARES TR
+$233.4K
14,991
增持
AMD
ADVANCED MICRO DEVICES INC
+$226.8K
3,887
+15%
建仓
SDGR
SCHRODINGER INC
+$225.5K
6,300
建仓
IDXX
IDEXX LABS INC
+$222.0K
400
建仓
FENI
FIDELITY COVINGTON TRUST
+$221.5K
8,357
增持
EFA
ISHARES TR
+$219.7K
24,619
+4%
建仓
—
CYBERARK SOFTWARE LTD
+$219.1K
1,000
减持
VTI
VANGUARD INDEX FDS
-$218.9K
8,382
-19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$217.8K
24,159
+12%
建仓
NYT
NEW YORK TIMES CO
+$216.2K
4,414
建仓
AMP
AMERIPRISE FINL INC
+$215.7K
568
减持
COST
COSTCO WHSL CORP NEW
+$215.6K
2,997
-4%
建仓
—
EATON CORP PLC
+$213.8K
888
建仓
PSN
PARSONS CORP DEL
+$211.7K
3,376
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$211.4K
2,687
建仓
EMB
ISHARES TR
+$210.5K
2,364
建仓
—
BLACKROCK INC
+$209.4K
258
建仓
CWB
SPDR SER TR
+$208.0K
2,883
建仓
DRI
DARDEN RESTAURANTS INC
+$204.8K
1,246
建仓
TXN
TEXAS INSTRS INC
+$201.0K
1,179
减持
CVX
CHEVRON CORP NEW
-$177.6K
7,455
-3%
增持
DIS
DISNEY WALT CO
+$175.3K
18,949
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$174.4K
14,640
+2%
增持
GOOGL
ALPHABET INC
+$170.2K
13,268
+3%
减持
ISRG
INTUITIVE SURGICAL INC
+$167.1K
3,766
-0%
减持
SCHD
SCHWAB STRATEGIC TR
-$166.2K
4,185
-39%
减持
WFC
WELLS FARGO CO NEW
+$166.2K
22,363
-2%
减持
NFLX
NETFLIX INC
+$163.6K
2,997
-13%
减持
BA
BOEING CO
+$162.2K
3,019
-7%
增持
IYR
ISHARES TR
+$155.9K
8,189
+8%
减持
RDNT
RADNET INC
-$150.3K
20,000
-33%
减持
V
VISA INC
+$148.0K
5,903
-2%
增持
VUG
VANGUARD INDEX FDS
+$146.7K
3,320
+2%
增持
WSM
WILLIAMS SONOMA INC
+$145.5K
3,088
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$143.7K
10,532
-11%
减持
BAC
BANK AMERICA CORP
+$137.9K
23,487
-1%
减持
PFE
PFIZER INC
-$126.7K
16,917
-9%
增持
AXP
AMERICAN EXPRESS CO
+$124.8K
3,108
+1%
增持
ITOT
ISHARES TR
+$123.6K
10,514
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$120.0K
10,290
-4%
增持
TOTL
SSGA ACTIVE ETF TR
+$118.7K
25,874
+8%
减持
IJR
ISHARES TR
+$114.3K
8,834
-1%
减持
SHOP
SHOPIFY INC
+$112.9K
4,957
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$112.0K
5,039
+20%
增持
SCZ
ISHARES TR
+$111.8K
13,496
+5%
增持
VB
VANGUARD INDEX FDS
+$111.5K
1,478
+37%
增持
EIX
EDISON INTL
+$107.1K
9,587
+5%
增持
IWB
ISHARES TR
+$106.5K
3,721
+1%
减持
TIP
ISHARES TR
-$105.8K
3,123
-27%
增持
LLY
ELI LILLY & CO
+$104.5K
1,022
+12%
增持
UNP
UNION PAC CORP
+$104.2K
1,959
+6%
减持
PSX
PHILLIPS 66
+$102.9K
7,996
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$102.4K
13,583
+8%
增持
HON
HONEYWELL INTL INC
+$102.2K
4,073
+0%
增持
SRE
SEMPRA
+$98.5K
10,539
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$98.2K
15,820
+12%
增持
CRM
SALESFORCE INC
+$91.7K
1,194
+9%
增持
IONS
IONIS PHARMACEUTICALS INC
+$91.1K
13,872
+3%
减持
SDY
SPDR SER TR
+$86.7K
8,847
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$83.4K
10,623
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$82.6K
12,452
+4%
增持
KO
COCA COLA CO
+$82.3K
16,986
+3%
减持
WMT
WALMART INC
-$76.9K
18,280
-1%
增持
IEFA
ISHARES TR
+$71.7K
9,628
+2%
增持
CUSD
TRUST FOR PROFESSIONAL MANAG
+$71.5K
75,750
+7%
减持
VTV
VANGUARD INDEX FDS
-$69.4K
2,127
-24%
减持
UPRO
PROSHARES TR
+$69.1K
8,058
-11%
减持
MCD
MCDONALDS CORP
+$64.4K
3,054
-4%
减持
GOOG
ALPHABET INC
+$62.6K
9,194
-2%
增持
IJH
ISHARES TR
+$61.9K
2,084
+1%
增持
WM
WASTE MGMT INC DEL
+$56.6K
1,523
+7%
减持
ABT
ABBOTT LABS
+$56.4K
5,095
-2%
减持
AOR
ISHARES TR
-$55.4K
12,327
-14%
增持
MRK
MERCK & CO INC
+$54.9K
6,021
+3%
增持
T
AT&T INC
+$54.0K
30,555
+0%
增持
APO
APOLLO GLOBAL MGMT INC
+$53.6K
5,391
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$52.0K
1,517
+4%
减持
CAT
CATERPILLAR INC
+$48.9K
2,623
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$48.7K
4,005
+4%
增持
IWD
ISHARES TR
+$48.4K
3,601
+0%
减持
AMGN
AMGEN INC
+$48.2K
2,927
-1%
增持
EEM
ISHARES TR
+$46.7K
8,828
+9%
减持
MA
MASTERCARD INCORPORATED
-$46.0K
1,033
-16%
增持
CSX
CSX CORP
+$45.0K
11,202
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$40.7K
6,989
+0%
减持
CRBN
ISHARES TR
+$40.6K
2,749
-0%
减持
NKE
NIKE INC
+$39.3K
4,453
-4%
建仓
EGHT
8X8 INC NEW
+$37.8K
10,000
增持
IWS
ISHARES TR
+$37.4K
3,120
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$36.0K
36,105
-4%
增持
SLB
SCHLUMBERGER LTD
-$35.1K
5,731
+0%
增持
SBUX
STARBUCKS CORP
+$34.3K
5,229
+2%
增持
STWD
STARWOOD PPTY TR INC
+$32.0K
13,683
+4%
减持
CVS
CVS HEALTH CORP
+$30.7K
3,664
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$28.6K
545
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$27.8K
3,030
-3%
增持
VBR
VANGUARD INDEX FDS
+$27.6K
1,321
+0%
减持
BX
BLACKSTONE INC
-$27.3K
3,299
-23%
增持
SCHV
SCHWAB STRATEGIC TR
+$27.3K
4,459
+1%
增持
IEO
ISHARES TR
-$27.2K
6,960
+0%
增持
JNJ
JOHNSON & JOHNSON
+$26.6K
14,356
+1%
减持
VO
VANGUARD INDEX FDS
-$25.5K
2,247
-15%
减持
UBER
UBER TECHNOLOGIES INC
+$23.8K
3,728
-17%
减持
VNQ
VANGUARD INDEX FDS
+$23.8K
2,560
-4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$22.1K
693
+1%
增持
DE
DEERE & CO
+$21.6K
925
+0%
增持
IUSG
ISHARES TR
+$21.4K
2,208
+0%
增持
PM
PHILIP MORRIS INTL INC
+$18.4K
4,758
+3%
减持
PEP
PEPSICO INC
-$17.6K
6,672
-2%
增持
MO
ALTRIA GROUP INC
-$17.4K
12,352
+1%
