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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 60
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AVGO
BROADCOM INC
+$5.2M
48,082
-0%
增持
MSFT
MICROSOFT CORP
+$4.5M
35,539
+1%
增持
VTI
VANGUARD INDEX FDS
+$3.0M
19,761
+82%
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
AAPL
APPLE INC
-$2.8M
163,843
-0%
减持
NVDA
NVIDIA CORPORATION
+$2.7M
74,460
-11%
增持
BIL
SPDR SERIES TRUST
+$2.3M
84,535
+43%
减持
CACI
CACI INTL INC
+$2.1M
21,735
-3%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$2.0M
40,000
减持
VOO
VANGUARD INDEX FDS
-$2.0M
24,486
-21%
增持
IJR
ISHARES TR
+$1.9M
25,961
+188%
减持
ORCL
ORACLE CORP
+$1.5M
18,711
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
64,653
+221%
增持
AMZN
AMAZON COM INC
+$1.3M
39,503
+2%
清仓
IDEV
ISHARES TR
-$1.1M
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
51,999
+6%
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
3,633
-66%
减持
NFLX
NETFLIX INC
+$1.0M
2,973
-7%
增持
META
META PLATFORMS INC
+$1.0M
5,496
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$939.7K
14,794
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$901.9K
19,190
+0%
减持
IEMG
ISHARES INC
-$782.2K
5,705
-73%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$777.4K
17,108
+0%
增持
QQQ
INVESCO QQQ TR
+$738.6K
8,399
+1%
减持
IVV
ISHARES TR
+$659.4K
11,679
-0%
减持
ASTH
ASTRANA HEALTH INC
-$585.8K
85,999
-2%
增持
WMT
WALMART INC
+$552.2K
55,097
+0%
减持
GOOGL
ALPHABET INC
+$529.3K
25,589
-1%
减持
MSTR
MICROSTRATEGY INC
-$522.4K
579
-78%
增持
IWB
ISHARES TR
+$509.4K
4,819
+31%
清仓
MDLZ
MONDELEZ INTL INC
-$460.1K
0
-100%
减持
MO
ALTRIA GROUP INC
-$429.1K
12,258
-36%
减持
VXF
VANGUARD INDEX FDS
-$417.3K
1,476
-64%
建仓
SGOV
ISHARES TR
+$403.5K
4,008
减持
HOOD
ROBINHOOD MKTS INC
+$402.8K
28,920
-48%
建仓
BKNG
BOOKING HOLDINGS INC
+$399.5K
69
减持
JPM
JPMORGAN CHASE & CO.
+$394.3K
8,883
-0%
建仓
NUE
NUCOR CORP
+$379.4K
2,929
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$354.7K
2,602
增持
FICO
FAIR ISAAC CORP
+$338.5K
735
+35%
建仓
TQQQ
PROSHARES TR
+$337.6K
4,067
增持
GOOG
ALPHABET INC
+$329.5K
13,812
+2%
清仓
SCHD
SCHWAB STRATEGIC TR
-$327.5K
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$323.8K
1,635
+13%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$323.1K
0
-100%
减持
DIS
DISNEY WALT CO
+$321.4K
18,959
-8%
建仓
CLS
CELESTICA INC
+$312.2K
2,000
清仓
GIS
GENERAL MLS INC
-$294.9K
0
-100%
增持
—
CYBERARK SOFTWARE LTD
+$272.3K
1,500
+50%
清仓
VBR
VANGUARD INDEX FDS
-$265.6K
0
-100%
建仓
AZO
AUTOZONE INC
+$256.1K
69
增持
IVW
ISHARES TR
+$254.4K
14,712
+0%
建仓
INTU
INTUIT
+$249.7K
317
增持
SCHX
SCHWAB STRATEGIC TR
+$249.7K
105,341
+0%
建仓
FTNT
FORTINET INC
+$245.4K
2,321
建仓
XNTK
SPDR SERIES TRUST
+$245.1K
1,033
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$244.8K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$243.1K
3,581
+0%
建仓
PSN
PARSONS CORP DEL
+$242.3K
3,376
建仓
TXN
TEXAS INSTRS INC
+$235.8K
1,136
建仓
AMD
ADVANCED MICRO DEVICES INC
+$235.3K
1,659
建仓
MS
MORGAN STANLEY
+$234.0K
1,661
清仓
—
BANK MONTREAL QUE
-$234.0K
0
-100%
清仓
IUSB
ISHARES TR
-$226.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$223.9K
12,804
-3%
清仓
MDYG
SPDR SER TR
-$223.8K
0
-100%
建仓
RL
RALPH LAUREN CORP
+$220.2K
803
减持
WFC
WELLS FARGO CO NEW
+$219.3K
31,075
-2%
建仓
IDXX
IDEXX LABS INC
+$214.5K
400
清仓
—
SPOTIFY TECHNOLOGY S A
-$211.2K
0
-100%
减持
—
EXXON MOBIL CORP
-$207.4K
13,957
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$206.5K
4,496
-0%
建仓
—
LINDE PLC
+$200.5K
427
增持
AOA
ISHARES TR
+$192.7K
24,330
+1%
减持
—
GARMIN LTD
-$188.7K
1,554
-34%
增持
ISRG
INTUITIVE SURGICAL INC
+$186.5K
3,844
+0%
增持
PG
PROCTER AND GAMBLE CO
-$182.6K
16,852
+0%
减持
GE
GE AEROSPACE
+$181.8K
3,344
-1%
减持
EFA
ISHARES TR
+$168.8K
25,208
-1%
增持
COST
COSTCO WHSL CORP NEW
+$168.8K
3,471
+0%
增持
MA
MASTERCARD INCORPORATED
+$165.8K
1,379
+24%
增持
UPRO
PROSHARES TR
+$164.0K
8,226
+3%
增持
BA
BOEING CO
+$161.7K
3,408
+5%
减持
CVX
CHEVRON CORP NEW
-$160.0K
3,810
-10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$152.1K
10,395
+0%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$148.9K
7,983
-2%
增持
FNDF
SCHWAB STRATEGIC TR
+$146.1K
37,466
+0%
减持
ABBV
ABBVIE INC
-$143.8K
5,003
-2%
增持
ITOT
ISHARES TR
+$142.4K
10,682
+0%
减持
GEV
GE VERNOVA INC
+$140.5K
769
-12%
减持
IWM
ISHARES TR
+$137.5K
10,577
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$136.1K
2,126
+2%
增持
—
EATON CORP PLC
+$135.4K
1,118
+15%
减持
TIP
ISHARES TR
-$129.5K
3,240
-26%
增持
VGT
VANGUARD WORLD FD
+$127.2K
850
+6%
增持
BAC
BANK AMERICA CORP
+$125.8K
22,380
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$124.0K
22,728
-1%
减持
SCZ
ISHARES TR
+$119.2K
13,163
-0%
增持
AMGN
AMGEN INC
-$117.5K
3,920
+1%
减持
RDDT
REDDIT INC
+$112.0K
2,912
-6%
增持
CAT
CATERPILLAR INC
+$108.7K
1,838
+0%
增持
SHOP
SHOPIFY INC
+$104.8K
5,107
+1%
减持
CVNA
CARVANA CO
+$100.8K
935
-9%
减持
PEP
PEPSICO INC
-$99.4K
4,900
-2%
减持
HD
HOME DEPOT INC
-$89.9K
6,785
-4%
减持
AXP
AMERICAN EXPRESS CO
+$87.7K
3,077
-7%
增持
CRBN
ISHARES TR
+$87.4K
3,891
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$85.6K
44,570
+0%
减持
—
GOLAR LNG LTD
-$84.9K
9,066
-25%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$84.6K
1,100
+10%
减持
DRI
DARDEN RESTAURANTS INC
-$81.5K
935
-32%
减持
HON
HONEYWELL INTL INC
+$77.7K
4,265
-1%
减持
CMCSA
COMCAST CORP NEW
-$74.7K
13,755
-10%
增持
AOR
ISHARES TR
+$71.4K
12,499
+3%
减持
MCD
MCDONALDS CORP
-$69.6K
2,173
-4%
增持
LLY
ELI LILLY & CO
+$65.1K
2,355
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$64.8K
757
+1%
减持
LOW
LOWES COS INC
-$64.5K
2,397
-6%
增持
IUSG
ISHARES TR
+$63.0K
2,688
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$61.1K
2,850
-12%
减持
SCHB
SCHWAB STRATEGIC TR
+$60.4K
33,315
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$58.5K
4,632
-0%
增持
VB
VANGUARD INDEX FDS
+$57.6K
2,949
+2%
增持
BX
BLACKSTONE INC
+$55.0K
5,446
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$54.6K
12,882
+0%
减持
QCOM
QUALCOMM INC
+$53.7K
10,066
-0%
减持
MRK
MERCK & CO INC
-$50.5K
4,638
-0%
增持
SPGI
S&P GLOBAL INC
+$49.9K
2,467
+0%
减持
SYK
STRYKER CORPORATION
-$49.2K
678
-21%
增持
IXUS
ISHARES TR
+$48.9K
5,709
+2%
增持
NKE
NIKE INC
+$48.3K
5,165
+3%
减持
NOW
SERVICENOW INC
+$48.1K
362
-11%
减持
DFAS
DIMENSIONAL ETF TRUST
+$46.6K
26,198
-4%
减持
T
AT&T INC
-$46.5K
19,505
-10%
增持
QYLD
GLOBAL X FDS
+$46.2K
24,445
+12%
增持
SRE
SEMPRA
+$45.8K
9,874
+0%
减持
EIX
EDISON INTL
-$45.3K
6,177
-0%
增持
IEO
ISHARES TR
-$45.2K
8,285
+1%
增持
V
VISA INC
+$42.9K
6,615
+1%
减持
KO
COCA COLA CO
-$40.4K
12,481
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.3K
4,173
-1%
减持
PFE
PFIZER INC
-$38.4K
13,991
-6%
增持
DE
DEERE & CO
+$38.3K
945
+0%
增持
WSM
WILLIAMS SONOMA INC
+$37.2K
6,285
+0%
增持
CSCO
CISCO SYS INC
+$36.8K
4,751
+0%
减持
CSX
CSX CORP
+$35.9K
11,390
-0%
增持
NTHI
NEONC TECHNOLOGIES HLDGS INC
+$35.9K
73,246
+334%
减持
GS
GOLDMAN SACHS GROUP INC
+$35.6K
458
-13%
减持
EEM
ISHARES TR
+$35.5K
10,676
-3%
减持
IEFA
ISHARES TR
+$34.9K
11,104
-6%
增持
IVE
ISHARES TR
+$34.2K
6,456
+0%
