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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 32
增持 49
减持 59
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SER TR
+$5.4M
59,103
减持
AAPL
APPLE INC
-$4.7M
163,988
-0%
减持
CACI
CACI INTL INC
-$3.6M
22,390
-24%
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
AVGO
BROADCOM INC
-$3.2M
48,186
-0%
减持
MSFT
MICROSOFT CORP
-$2.2M
35,200
-3%
增持
NVDA
NVIDIA CORPORATION
-$2.1M
83,398
+0%
建仓
FNDX
SCHWAB STRATEGIC TR
+$1.9M
79,827
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
105,293
+236%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
VOO
VANGUARD INDEX FDS
+$1.5M
31,030
+16%
建仓
FNDF
SCHWAB STRATEGIC TR
+$1.4M
37,447
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
17,064
-2%
建仓
IDEV
ISHARES TR
+$1.1M
16,212
建仓
FNDA
SCHWAB STRATEGIC TR
+$1.1M
40,579
增持
AMZN
AMAZON COM INC
-$1.0M
38,584
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$888.5K
60,118
+270%
增持
IEMG
ISHARES INC
+$807.1K
20,838
+243%
建仓
FNDE
SCHWAB STRATEGIC TR
+$799.5K
25,957
建仓
SCHE
SCHWAB STRATEGIC TR
+$758.4K
27,508
增持
GOOGL
ALPHABET INC
-$672.1K
25,739
+5%
减持
HD
HOME DEPOT INC
-$617.4K
7,033
-14%
减持
ORCL
ORACLE CORP
-$526.2K
18,858
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$487.0K
19,122
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$474.0K
14,661
-1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$442.5K
1,323
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$437.1K
20,107
增持
VXF
VANGUARD INDEX FDS
+$421.4K
4,074
+176%
减持
EIX
EDISON INTL
-$408.9K
6,178
-36%
建仓
PDN
INVESCO EXCH TRADED FD TR II
+$378.2K
11,296
建仓
QYLD
GLOBAL X FDS
+$362.5K
21,798
减持
SCHW
SCHWAB CHARLES CORP
-$352.9K
4,651
-52%
减持
CVX
CHEVRON CORP NEW
-$343.4K
4,217
-42%
建仓
AGG
ISHARES TR
+$340.7K
3,444
减持
CAT
CATERPILLAR INC
-$333.1K
1,834
-29%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$323.1K
3,896
增持
GOOG
ALPHABET INC
-$321.3K
13,573
+6%
增持
TSLA
TESLA INC
-$318.8K
5,193
+26%
增持
QQQ
INVESCO QQQ TR
-$318.6K
8,306
+1%
清仓
PSN
PARSONS CORP DEL
-$311.4K
0
-100%
减持
PEP
PEPSICO INC
-$306.7K
4,978
-28%
增持
SCHA
SCHWAB STRATEGIC TR
+$304.9K
44,473
+56%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$292.1K
2,527
减持
COST
COSTCO WHSL CORP NEW
-$289.4K
3,454
-11%
建仓
BLK
BLACKROCK INC
+$286.8K
303
增持
VB
VANGUARD INDEX FDS
+$286.7K
2,892
+96%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$275.4K
0
-100%
减持
DIS
DISNEY WALT CO
-$273.0K
20,564
-1%
减持
PG
PROCTER AND GAMBLE CO
-$269.5K
16,826
-10%
增持
HOOD
ROBINHOOD MKTS INC
+$269.4K
55,381
+1%
减持
IWF
ISHARES TR
-$269.3K
3,129
-10%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$262.9K
2,606
减持
META
META PLATFORMS INC
-$261.3K
5,287
-6%
清仓
TXN
TEXAS INSTRS INC
-$250.1K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$247.7K
10,557
-11%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$244.8K
4,836
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$240.8K
683
建仓
CVS
CVS HEALTH CORP
+$236.7K
3,493
减持
DFAS
DIMENSIONAL ETF TRUST
-$235.1K
27,155
-5%
建仓
—
BANK MONTREAL QUE
+$234.0K
650
建仓
EMB
ISHARES TR
+$228.7K
2,525
建仓
IUSB
ISHARES TR
+$226.2K
4,908
建仓
NTHI
NEONC TECHNOLOGIES HLDGS INC
+$225.6K
16,888
建仓
LRCX
LAM RESEARCH CORP
+$225.0K
3,095
建仓
MDYG
SPDR SER TR
+$223.8K
2,817
清仓
MS
MORGAN STANLEY
-$219.8K
0
-100%
减持
SRE
SEMPRA
-$217.7K
9,842
-6%
减持
V
VISA INC
+$217.6K
6,580
-0%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$215.7K
5,481
建仓
CVNA
CARVANA CO
+$214.3K
1,025
建仓
TJX
TJX COS INC NEW
+$211.9K
1,740
清仓
INTU
INTUIT
-$211.8K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$211.2K
384
建仓
AOM
ISHARES TR
+$210.1K
4,788
减持
MCD
MCDONALDS CORP
-$209.4K
2,255
-28%
减持
WMT
WALMART INC
-$209.1K
55,077
-1%
清仓
XNTK
SPDR SER TR
-$208.5K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$206.9K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$205.4K
48,846
+5%
建仓
GRAL
GRAIL INC
+$205.1K
8,029
减持
BX
BLACKSTONE INC
-$188.8K
5,434
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$185.6K
1,266
-18%
增持
IVV
ISHARES TR
-$179.0K
11,732
+2%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$176.5K
0
-100%
减持
RSI
RUSH STREET INTERACTIVE INC
-$173.9K
35,100
-12%
增持
LLY
ELI LILLY & CO
+$173.4K
2,144
+4%
减持
VTI
VANGUARD INDEX FDS
-$172.3K
10,879
-0%
增持
EFA
ISHARES TR
+$170.2K
25,505
+1%
增持
WSM
WILLIAMS SONOMA INC
-$166.3K
6,260
+0%
减持
JNJ
JOHNSON & JOHNSON
+$161.1K
13,143
-6%
增持
—
GOLAR LNG LTD
+$159.4K
12,064
+71%
减持
ABBV
ABBVIE INC
+$158.2K
5,119
-1%
减持
APO
APOLLO GLOBAL MGMT INC
-$156.1K
5,000
-2%
减持
HON
HONEYWELL INTL INC
-$154.9K
4,324
-9%
增持
MO
ALTRIA GROUP INC
+$149.1K
19,123
+0%
减持
IJR
ISHARES TR
-$148.8K
9,011
-5%
增持
IWM
ISHARES TR
-$145.1K
10,752
+4%
增持
TIP
ISHARES TR
+$140.8K
4,375
+35%
清仓
—
LIBERTY GLOBAL LTD
-$138.5K
0
-100%
减持
INTC
INTEL CORP
-$137.0K
11,942
-41%
增持
GE
GE AEROSPACE
+$135.1K
3,393
+4%
增持
AOA
ISHARES TR
+$133.1K
24,005
+8%
减持
IVW
ISHARES TR
-$131.0K
14,709
-0%
增持
MSTR
MICROSTRATEGY INC
+$129.1K
2,624
+21%
减持
ASTH
ASTRANA HEALTH INC
-$122.8K
87,889
-3%
减持
TOTL
SSGA ACTIVE ETF TR
-$116.6K
11,930
-21%
减持
MRK
MERCK & CO INC
-$113.3K
4,653
-13%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$111.9K
12,866
-11%
减持
CMCSA
COMCAST CORP NEW
-$111.5K
15,328
-15%
增持
COIN
COINBASE GLOBAL INC
-$107.6K
1,447
+1%
清仓
—
POSEIDA THERAPEUTICS INC
-$105.6K
0
-100%
减持
SHEL
SHELL PLC
-$104.1K
4,317
-36%
增持
ABT
ABBOTT LABS
+$102.1K
5,056
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$101.2K
8,891
-7%
增持
IEO
ISHARES TR
+$96.5K
8,239
+8%
减持
T
AT&T INC
+$93.3K
21,604
-5%
减持
NFLX
NETFLIX INC
+$91.2K
3,184
-1%
减持
AMGN
AMGEN INC
+$90.9K
3,890
-10%
减持
IONS
IONIS PHARMACEUTICALS INC
-$79.6K
12,961
-4%
减持
—
EXXON MOBIL CORP
+$79.5K
14,395
-5%
增持
GLD
SPDR GOLD TR
+$77.5K
1,421
+4%
增持
ISRG
INTUITIVE SURGICAL INC
-$76.4K
3,841
+1%
增持
PSX
PHILLIPS 66
+$76.1K
7,935
+0%
增持
SLV
ISHARES SILVER TR
+$72.8K
13,008
+4%
减持
CSCO
CISCO SYS INC
-$72.2K
4,746
-23%
增持
IEFA
ISHARES TR
+$70.4K
11,793
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$68.4K
4,195
-7%
增持
WFC
WELLS FARGO CO NEW
+$68.3K
31,626
+1%
增持
ITOT
ISHARES TR
-$67.1K
10,655
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$64.9K
23,051
-0%
减持
BA
BOEING CO
-$64.8K
3,239
-7%
增持
RDDT
REDDIT INC
-$64.2K
3,112
+30%
减持
—
EATON CORP PLC
-$63.2K
970
-2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$61.2K
1,000
-5%
增持
FICO
FAIR ISAAC CORP
-$60.1K
545
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$59.3K
3,979
+1%
减持
IWR
ISHARES TR
-$59.0K
5,706
-7%
减持
MGK
VANGUARD WORLD FD
-$57.5K
1,646
-0%
增持
SCHG
SCHWAB STRATEGIC TR
-$56.2K
20,145
+0%
增持
IYR
ISHARES TR
+$55.9K
8,175
+5%
增持
MDLZ
MONDELEZ INTL INC
+$55.5K
6,781
+0%
减持
CUSD
TRUST FOR PROFESSIONAL MANAG
-$54.7K
79,287
-5%
增持
SPGI
S&P GLOBAL INC
+$54.7K
2,462
+2%
减持
BAC
BANK AMERICA CORP
-$53.2K
22,364
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$52.8K
3,240
+11%
增持
VBR
VANGUARD INDEX FDS
+$52.3K
1,426
+33%
增持
VNQ
VANGUARD INDEX FDS
+$48.9K
2,829
+22%
增持
GEV
GE VERNOVA INC
+$47.4K
873
+31%
增持
AXP
AMERICAN EXPRESS CO
+$47.2K
3,322
+16%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$46.5K
10,384
+0%
减持
USFR
WISDOMTREE TR
-$45.9K
42,916
-2%
