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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 74
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.4M
170,045
+7%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
89,784
+32%
建仓
BMRC
BANK MARIN BANCORP
+$3.0M
114,559
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
GOOGL
ALPHABET INC
+$2.9M
28,644
+15%
减持
BIL
SPDR SERIES TRUST
-$2.5M
30,984
-47%
减持
ORCL
ORACLE CORP
-$1.8M
18,909
-1%
增持
AMZN
AMAZON COM INC
+$1.4M
41,818
+11%
减持
CUSD
TRUST FOR PROFESSIONAL MANAG
-$1.2M
24,925
-68%
增持
MSFT
MICROSOFT CORP
-$1.1M
35,773
+1%
增持
GOOG
ALPHABET INC
+$936.8K
13,353
+1%
增持
AVGO
BROADCOM INC
+$659.0K
48,224
+0%
增持
NFLX
NETFLIX INC
-$652.2K
30,135
+915%
增持
VTI
VANGUARD INDEX FDS
+$628.1K
21,105
+8%
减持
IWM
ISHARES TR
-$589.7K
7,932
-24%
减持
—
MASIMO CORP
-$535.3K
24,232
-6%
增持
LLY
ELI LILLY & CO
+$519.6K
2,058
+0%
减持
WMT
WALMART INC
+$504.5K
54,968
-0%
清仓
MSTR
STRATEGY INC
-$497.5K
0
-100%
减持
FICO
FAIR ISAAC CORP
-$433.5K
446
-43%
减持
IEO
ISHARES TR
-$403.1K
4,224
-49%
建仓
SHV
ISHARES TR
+$396.2K
3,597
减持
ILMN
ILLUMINA INC
+$391.4K
40,103
-16%
减持
ASTH
ASTRANA HEALTH INC
-$386.2K
79,423
-5%
增持
IEFA
ISHARES TR
+$381.2K
14,645
+39%
增持
VGT
VANGUARD WORLD FD
+$378.0K
1,350
+59%
减持
WFC
WELLS FARGO CO NEW
+$376.6K
30,595
-0%
减持
HD
HOME DEPOT INC
-$350.1K
6,535
-0%
减持
MO
ALTRIA GROUP INC
-$347.6K
8,010
-34%
减持
ISRG
INTUITIVE SURGICAL INC
+$344.3K
3,581
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$326.1K
1,247
+67%
减持
COIN
COINBASE GLOBAL INC
-$295.4K
1,596
-16%
减持
IYR
ISHARES TR
-$285.4K
5,038
-35%
清仓
DVY
ISHARES TR
-$276.3K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$270.7K
0
-100%
建仓
TECL
DIREXION SHS ETF TR
+$258.4K
2,199
建仓
TRV
TRAVELERS COMPANIES INC
+$251.7K
868
增持
VT
VANGUARD INTL EQUITY INDEX F
+$247.0K
54,530
+1%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$241.4K
3,156
减持
VEA
VANGUARD TAX-MANAGED FDS
-$240.1K
18,168
-20%
增持
JNJ
JOHNSON & JOHNSON
+$233.9K
10,043
+1%
减持
SLV
ISHARES SILVER TR
+$218.9K
11,764
-6%
建仓
—
LINDE PLC
+$213.3K
500
清仓
DHI
D R HORTON INC
-$206.0K
0
-100%
清仓
KMPR
KEMPER CORP
-$204.8K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$204.7K
214
+106%
增持
GRAL
GRAIL INC
+$204.1K
8,279
+2%
清仓
RBLX
ROBLOX CORP
-$200.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$196.5K
19,288
+0%
建仓
ICLN
ISHARES TR
+$194.3K
11,827
增持
CLS
CELESTICA INC
+$185.3K
2,500
+14%
减持
SPY
SPDR S&P 500 ETF TR
+$178.2K
13,741
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$176.6K
2,043
+28%
增持
CAT
CATERPILLAR INC
+$170.8K
1,840
+0%
增持
RTX
RTX CORPORATION
+$155.4K
1,965
+60%
减持
UNH
UNITEDHEALTH GROUP INC
-$154.6K
621
-40%
减持
PG
PROCTER AND GAMBLE CO
-$149.1K
14,902
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$147.6K
17,049
+1%
减持
AOA
ISHARES TR
-$137.5K
36,360
-5%
增持
IEMG
ISHARES INC
+$136.0K
7,472
+36%
增持
CVNA
CARVANA CO
+$135.3K
1,117
+31%
增持
AXP
AMERICAN EXPRESS CO
+$124.6K
2,185
+5%
增持
META
META PLATFORMS INC
+$122.6K
5,509
+12%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$122.1K
4,736
-12%
减持
IVV
ISHARES TR
+$114.9K
11,577
-0%
减持
—
EXXON MOBIL CORP
+$114.8K
13,883
-0%
增持
AMGN
AMGEN INC
+$110.2K
3,684
+0%
减持
VOO
VANGUARD INDEX FDS
+$104.9K
23,654
-1%
增持
SHOP
SHOPIFY INC
+$101.7K
5,377
+5%
增持
WSM
WILLIAMS SONOMA INC
-$101.3K
6,329
+0%
减持
ABT
ABBOTT LABS
-$94.8K
4,445
-9%
增持
TSLA
TESLA INC
+$94.6K
4,391
+7%
减持
DIS
DISNEY WALT CO
-$94.1K
17,627
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$92.4K
66,447
+3%
减持
BAC
BANK AMERICA CORP
+$90.8K
22,288
-0%
减持
HON
HONEYWELL INTL INC
-$88.2K
4,147
-3%
减持
BX
BLACKSTONE INC
-$86.8K
5,440
-1%
减持
ABBV
ABBVIE INC
-$84.7K
5,006
-0%
减持
NKE
NIKE INC
-$84.1K
4,577
-10%
增持
FNDF
SCHWAB STRATEGIC TR
+$76.9K
37,577
+0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$74.6K
1,000
-9%
减持
GEV
GE VERNOVA INC
-$74.2K
429
-27%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$73.9K
9,686
+21%
减持
NU
NU HLDGS LTD
-$72.7K
22,351
-24%
增持
AOR
ISHARES TR
+$67.4K
15,819
+6%
增持
NOW
SERVICENOW INC
-$66.3K
1,485
+361%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$64.9K
10,356
-0%
减持
MRK
MERCK & CO INC
+$63.0K
4,571
-1%
减持
SCZ
ISHARES TR
-$62.7K
12,074
-7%
减持
FNDX
SCHWAB STRATEGIC TR
+$60.2K
79,721
-0%
减持
RDDT
REDDIT INC
+$58.4K
2,514
-2%
增持
CSCO
CISCO SYS INC
+$56.9K
5,085
+4%
增持
QCOM
QUALCOMM INC
+$56.5K
10,168
+1%
增持
MS
MORGAN STANLEY
+$52.8K
1,782
+6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$52.3K
2,438
-7%
增持
SCHX
SCHWAB STRATEGIC TR
+$49.5K
105,342
+0%
增持
T
AT&T INC
-$49.5K
19,539
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$48.6K
23,906
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$48.0K
2,176
+2%
增持
IVE
ISHARES TR
+$47.6K
6,482
+1%
增持
ITOT
ISHARES TR
+$46.4K
10,914
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$45.4K
462
+1%
减持
PSX
PHILLIPS 66
-$45.0K
7,934
-0%
增持
CRM
SALESFORCE INC
+$44.9K
1,237
+3%
增持
CRBN
ISHARES TR
+$43.5K
4,208
+3%
增持
IWF
ISHARES TR
+$42.9K
3,201
+2%
增持
—
GARMIN LTD
+$42.2K
2,163
+39%
增持
EIX
EDISON INTL
+$42.1K
6,183
+6%
减持
BSX
BOSTON SCIENTIFIC CORP
-$41.0K
2,223
-16%
增持
KO
COCA COLA CO
+$40.4K
12,486
+0%
减持
GLD
SPDR GOLD TR
+$39.5K
1,334
-3%
增持
NTHI
NEONC TECHNOLOGIES HLDGS INC
-$38.6K
43,320
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$38.4K
60,411
+0%
减持
USFR
WISDOMTREE TR
-$36.8K
42,076
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$36.5K
4,652
+0%
建仓
PNBK
PATRIOT NATL BANCORP INC
+$36.4K
20,000
增持
IJR
ISHARES TR
+$35.5K
26,052
+0%
减持
QQQ
INVESCO QQQ TR
+$35.4K
7,919
-1%
减持
SDY
SPDR SERIES TRUST
-$34.2K
8,626
-2%
增持
UPRO
PROSHARES TR
+$32.0K
8,377
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$31.2K
8,725
-2%
增持
IVW
ISHARES TR
+$30.3K
14,720
+0%
减持
STRZ
STARZ ENTERTAINMENT CORP.
-$28.8K
10,000
-0%
减持
V
VISA INC
-$27.7K
6,452
-2%
增持
—
GOLAR LNG LTD
-$26.3K
9,070
+0%
减持
BA
BOEING CO
-$25.5K
2,733
-5%
增持
GE
GE AEROSPACE
+$25.3K
2,592
+1%
减持
—
ACCENTURE PLC IRELAND
+$24.5K
1,135
-1%
增持
INTC
INTEL CORP
+$23.4K
10,365
+4%
减持
SBUX
STARBUCKS CORP
-$22.9K
3,730
-7%
增持
VUG
VANGUARD INDEX FDS
+$22.6K
3,589
+0%
减持
EHI
WESTERN ASSET GBL HIGH INC F
-$21.3K
10,000
-23%
增持
NEE
NEXTERA ENERGY INC
+$20.6K
6,660
+2%
减持
PM
PHILIP MORRIS INTL INC
-$19.8K
3,502
-3%
增持
PFE
PFIZER INC
+$18.8K
10,402
+18%
增持
STWD
STARWOOD PPTY TR INC
-$18.1K
13,675
+1%
减持
SYK
STRYKER CORPORATION
-$17.7K
675
-4%
增持
IXUS
ISHARES TR
+$16.4K
5,449
+2%
增持
CSX
CSX CORP
+$15.6K
11,379
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$14.9K
32,834
+0%
增持
MCD
MCDONALDS CORP
+$14.9K
2,173
+1%
增持
CMCSA
COMCAST CORP NEW
-$13.2K
13,271
+0%
减持
MGK
VANGUARD WORLD FD
+$13.2K
1,793
-0%
增持
DUK
DUKE ENERGY CORP NEW
-$13.1K
4,100
+2%
增持
FENI
FIDELITY COVINGTON TRUST
+$12.9K
8,888
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.8K
4,426
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$12.6K
7,180
+12%
减持
SGOV
ISHARES TR
-$11.9K
4,582
-3%
增持
TQQQ
PROSHARES TR
+$11.7K
7,221
+105%
减持
TOTL
SSGA ACTIVE ETF TR
-$11.5K
12,041
-2%
减持
VNQ
VANGUARD INDEX FDS
-$11.0K
2,837
-1%
