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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 85
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$7.0M
164,575
-2%
增持
SHV
ISHARES TR
+$6.5M
118,840
+101%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
58,949
+858%
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。
增持
AVGO
BROADCOM INC
+$1.4M
4,467
+1%
增持
MSFT
MICROSOFT CORP
+$1.2M
32,406
+0%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
3,998
+33%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
26,365
+5%
减持
—
MASIMO CORP
-$855.0K
25,991
-2%
增持
PM
PHILIP MORRIS INTL INC
+$752.5K
11,747
+146%
减持
CACI
CACI INTL INC
+$749.6K
29,303
-6%
增持
AMZN
AMAZON COM INC
+$713.2K
35,130
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$657.9K
4,561
+149%
增持
WFC
WELLS FARGO CO NEW
+$630.8K
31,910
+42%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$541.4K
43,120
+10%
建仓
MDLZ
MONDELEZ INTL INC
+$447.3K
6,857
减持
WMT
WALMART INC
+$394.8K
54,899
-0%
增持
ORCL
ORACLE CORP
+$357.8K
19,822
+0%
增持
MO
ALTRIA GROUP INC
+$350.2K
19,500
+55%
减持
GOOGL
ALPHABET INC
+$346.9K
12,895
-3%
清仓
BIL
SPDR SER TR
-$345.1K
0
-100%
建仓
IEMG
ISHARES INC
+$324.2K
6,043
建仓
GIS
GENERAL MLS INC
+$323.8K
5,115
增持
QQQ
INVESCO QQQ TR
+$322.8K
8,395
+0%
清仓
SLB
SCHLUMBERGER LTD
-$315.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$313.5K
19,757
-0%
清仓
VBR
VANGUARD INDEX FDS
-$297.5K
0
-100%
减持
ASTH
ASTRANA HEALTH INC
-$292.4K
93,778
-2%
清仓
UBER
UBER TECHNOLOGIES INC
-$282.8K
0
-100%
增持
V
VISA INC
+$280.4K
7,208
+24%
建仓
SYK
STRYKER CORPORATION
+$277.3K
824
增持
IVV
ISHARES TR
+$274.4K
11,437
+0%
增持
NFLX
NETFLIX INC
+$273.8K
3,086
+4%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$266.9K
0
-100%
增持
QCOM
QUALCOMM INC
+$264.7K
8,558
+0%
清仓
—
SUPER MICRO COMPUTER INC
-$261.6K
0
-100%
减持
GOOG
ALPHABET INC
+$251.3K
9,085
-3%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$244.5K
1,005
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$233.4K
3,065
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$230.6K
588
建仓
TXN
TEXAS INSTRS INC
+$228.9K
1,176
建仓
NYT
NEW YORK TIMES CO
+$227.1K
4,414
清仓
VNQ
VANGUARD INDEX FDS
-$224.0K
0
-100%
建仓
MAT
MATTEL INC
+$221.2K
13,637
清仓
IDXX
IDEXX LABS INC
-$216.0K
0
-100%
增持
META
META PLATFORMS INC
+$215.2K
4,621
+6%
建仓
GS
GOLDMAN SACHS GROUP INC
+$213.1K
460
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$208.5K
14,536
+0%
建仓
—
SILA REALTY TRUST INC
+$205.4K
9,963
建仓
XNTK
SPDR SER TR
+$202.3K
1,033
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$201.7K
1,473
建仓
—
LIBERTY GLOBAL LTD
+$189.8K
10,544
增持
LLY
ELI LILLY & CO
+$189.5K
1,115
+4%
增持
DIS
DISNEY WALT CO
-$189.0K
21,726
+15%
增持
PSX
PHILLIPS 66
-$173.8K
7,967
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$172.9K
14,518
-6%
增持
VTI
VANGUARD INDEX FDS
+$171.6K
10,949
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$152.1K
3,794
+1%
增持
BA
BOEING CO
+$138.7K
3,686
+29%
增持
FICO
FAIR ISAAC CORP
+$133.3K
535
+0%
减持
CRM
SALESFORCE INC
-$132.3K
1,007
-22%
增持
HD
HOME DEPOT INC
-$129.8K
8,295
+9%
减持
WSM
WILLIAMS SONOMA INC
-$129.2K
3,079
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$128.7K
10,465
+1%
减持
IVW
ISHARES TR
+$126.8K
14,826
-0%
增持
JNJ
JOHNSON & JOHNSON
-$124.1K
14,267
+2%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$120.8K
11,114
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$117.2K
8,632
-19%
减持
VO
VANGUARD INDEX FDS
-$115.5K
1,863
-17%
减持
SCHX
SCHWAB STRATEGIC TR
-$114.9K
3,121
-39%
增持
ITOT
ISHARES TR
+$112.9K
11,163
+6%
减持
VUG
VANGUARD INDEX FDS
+$106.4K
3,291
-0%
减持
MSTR
MICROSTRATEGY INC
-$105.8K
252
-5%
增持
HON
HONEYWELL INTL INC
+$104.1K
4,448
+9%
增持
CRBN
ISHARES TR
+$100.8K
3,361
+17%
增持
CAT
CATERPILLAR INC
-$94.9K
2,577
+0%
增持
LOW
LOWES COS INC
-$94.1K
2,367
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$89.8K
2,663
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$89.1K
4,694
+12%
增持
COP
CONOCOPHILLIPS
-$83.1K
7,151
+1%
增持
IUSG
ISHARES TR
+$80.2K
2,641
+20%
增持
INTC
INTEL CORP
-$80.0K
18,500
+26%
增持
CVS
CVS HEALTH CORP
-$77.5K
3,693
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$76.0K
24,246
+8%
增持
CMCSA
COMCAST CORP NEW
-$73.9K
17,596
+2%
减持
MU
MICRON TECHNOLOGY INC
-$73.9K
1,733
-32%
增持
IWM
ISHARES TR
-$73.2K
10,175
+1%
增持
NKE
NIKE INC
-$70.6K
4,140
+0%
增持
SBUX
STARBUCKS CORP
-$69.9K
5,177
+1%
增持
MCD
MCDONALDS CORP
-$69.2K
3,174
+4%
增持
—
GOLAR LNG LTD
+$68.8K
9,058
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$68.2K
16,975
+5%
减持
GPC
GENUINE PARTS CO
-$61.0K
2,814
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$58.9K
1,510
+2%
减持
USFR
WISDOMTREE TR
-$55.4K
42,907
-3%
减持
TSLA
TESLA INC
+$54.9K
4,595
-11%
增持
PEP
PEPSICO INC
-$54.4K
6,776
+2%
增持
SHOP
SHOPIFY INC
-$53.4K
5,092
+3%
减持
COIN
COINBASE GLOBAL INC
-$53.4K
1,465
-2%
增持
GE
GE AEROSPACE
-$53.0K
3,577
+1%
减持
NOW
SERVICENOW INC
-$49.9K
275
-21%
增持
VXF
VANGUARD INDEX FDS
+$49.2K
1,549
+29%
减持
JPM
JPMORGAN CHASE & CO.
-$46.8K
10,411
-5%
减持
BAC
BANK AMERICA CORP
+$46.6K
24,516
-0%
增持
IEO
ISHARES TR
-$46.4K
7,036
+1%
减持
IJR
ISHARES TR
-$45.6K
9,634
-0%
增持
KO
COCA COLA CO
+$45.3K
14,861
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$45.0K
5,024
+0%
减持
AMGN
AMGEN INC
+$44.9K
3,629
-5%
减持
MRK
MERCK & CO INC
-$44.1K
5,398
-3%
增持
SDY
SPDR SER TR
-$43.4K
8,897
+0%
增持
—
ACCENTURE PLC IRELAND
-$41.8K
995
+1%
增持
DRI
DARDEN RESTAURANTS INC
+$41.5K
1,684
+35%
增持
URI
UNITED RENTALS INC
-$40.5K
523
+0%
增持
CSX
CSX CORP
-$37.7K
11,279
+0%
减持
—
EXXON MOBIL CORP
-$35.6K
14,962
-1%
增持
IXUS
ISHARES TR
+$35.2K
5,983
+10%
增持
DE
DEERE & CO
-$33.9K
971
+4%
增持
IVE
ISHARES TR
-$33.6K
6,386
+0%
增持
CVX
CHEVRON CORP NEW
+$33.2K
7,684
+4%
增持
IJH
ISHARES TR
-$33.2K
12,353
+0%
增持
ABBV
ABBVIE INC
-$33.0K
5,172
+3%
减持
IONS
IONIS PHARMACEUTICALS INC
+$32.8K
13,462
-3%
增持
ABT
ABBOTT LABS
-$32.7K
5,294
+4%
增持
SRE
SEMPRA
+$32.1K
10,000
+0%
增持
AOA
ISHARES TR
+$30.8K
20,597
+0%
减持
IEFA
ISHARES TR
-$30.8K
11,754
-2%
增持
UNP
UNION PAC CORP
-$29.6K
1,895
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$29.2K
11,260
+1%
减持
PFE
PFIZER INC
-$28.3K
17,262
-7%
减持
UPRO
PROSHARES TR
+$28.2K
7,893
-4%
增持
EEM
ISHARES TR
+$27.5K
8,633
+4%
增持
—
SIRIUS XM HOLDINGS INC
-$26.5K
44,605
+12%
增持
MA
MASTERCARD INCORPORATED
-$25.9K
1,052
+4%
增持
CUSD
TRUST FOR PROFESSIONAL MANAG
+$25.6K
75,373
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.1K
723
-6%
减持
IWR
ISHARES TR
-$23.1K
6,158
-0%
增持
EFA
ISHARES TR
+$22.2K
25,225
+3%
减持
IWB
ISHARES TR
+$21.2K
3,679
-1%
增持
IYR
ISHARES TR
-$20.4K
7,602
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$19.1K
2,915
-3%
增持
IWS
ISHARES TR
-$18.8K
3,256
+0%
减持
NVO
NOVO-NORDISK A S
-$18.6K
1,942
-17%
增持
BX
BLACKSTONE INC
-$18.3K
3,410
+3%
减持
VTV
VANGUARD INDEX FDS
-$16.9K
3,901
-1%
增持
STWD
STARWOOD PPTY TR INC
-$16.2K
14,050
+2%
增持
SCZ
ISHARES TR
-$16.1K
13,469
+1%
增持
VB
VANGUARD INDEX FDS
-$16.0K
1,471
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$15.6K
4,084
+1%
减持
AXP
AMERICAN EXPRESS CO
+$15.1K
3,114
-1%
增持
AOR
ISHARES TR
+$13.8K
12,024
+1%
