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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 33
增持 69
减持 30
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$3.2M
37,984
+6%
清仓
BIL
SPDR SERIES TRUST
-$2.8M
0
-100%
增持
AAPL
APPLE INC
-$2.4M
172,733
+2%
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。
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$2.2M
0
-100%
建仓
XSHQ
INVESCO EXCH TRADED FD TR II
+$2.2M
40,000
增持
VUG
VANGUARD INDEX FDS
+$1.9M
8,353
+133%
增持
AVGO
BROADCOM INC
-$1.8M
48,228
+0%
增持
ABBV
ABBVIE INC
+$1.5M
12,184
+143%
增持
—
EXXON MOBIL CORP
+$1.5M
18,399
+33%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.3M
13,354
减持
HOOD
ROBINHOOD MKTS INC
-$1.3M
27,995
-2%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
89,548
-0%
增持
IVE
ISHARES TR
+$1.1M
11,689
+80%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.0M
19,355
+0%
增持
WMT
WALMART INC
+$972.5K
57,101
+4%
减持
ILMN
ILLUMINA INC
-$931.1K
35,119
-12%
增持
INTC
INTEL CORP
+$894.6K
28,938
+179%
增持
ORCL
ORACLE CORP
-$836.8K
19,365
+2%
建仓
IYW
ISHARES TR
+$821.8K
4,530
增持
BA
BOEING CO
+$762.0K
6,810
+149%
清仓
SLV
ISHARES SILVER TR
-$757.8K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$737.5K
4,600
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$696.8K
8,420
增持
JNJ
JOHNSON & JOHNSON
+$687.5K
11,315
+13%
建仓
VTES
VANGUARD WELLINGTON FD
+$687.4K
6,797
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$671.7K
13,375
-3%
清仓
—
CYBERARK SOFTWARE LTD
-$669.1K
0
-100%
增持
TSLA
TESLA INC
+$668.4K
7,110
+62%
增持
COST
COSTCO WHOLESALE CORPORATION
+$643.6K
3,647
+5%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$595.1K
16,750
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$591.5K
11,000
增持
QQQ
INVESCO QQQ TR
+$567.4K
9,411
+19%
建仓
PSLV
SPROTT ASSET MANAGEMENT LP
+$557.7K
22,866
减持
META
META PLATFORMS INC
-$557.6K
5,381
-2%
减持
VTI
VANGUARD INDEX FDS
-$530.7K
20,402
-3%
增持
EEM
ISHARES TR
+$525.6K
19,505
+83%
增持
GE
GE AEROSPACE
+$523.2K
4,658
+80%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$504.7K
9,900
建仓
CAH
CARDINAL HEALTH INC
+$494.0K
2,338
清仓
SGOV
ISHARES TR
-$460.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$456.2K
32,765
+14%
增持
VOO
VANGUARD INDEX FDS
-$434.4K
24,098
+2%
清仓
QYLD
GLOBAL X FDS
-$434.0K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$431.1K
0
-100%
增持
PSX
PHILLIPS 66
+$422.0K
7,936
+0%
增持
GOOG
ALPHABET INC
+$409.8K
16,036
+20%
增持
WFC
WELLS FARGO & CO
-$407.5K
30,699
+0%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$405.2K
8,188
增持
QCOM
QUALCOMM INC
-$404.7K
10,363
+2%
清仓
SHV
ISHARES TR
-$396.2K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$394.8K
3,543
-1%
建仓
MLI
MUELLER INDS INC
+$386.7K
3,490
建仓
VFC
V F CORP
+$381.6K
22,461
增持
PG
PROCTER & GAMBLE CO
+$377.6K
17,399
+17%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$375.8K
1,665
+185%
增持
GEV
GE VERNOVA INC
+$374.4K
750
+75%
建仓
KLAC
KLA CORP
+$374.2K
254
增持
GS
GOLDMAN SACHS GROUP INC
+$373.8K
922
+100%
减持
RDDT
REDDIT INC
-$361.5K
1,607
-36%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$349.6K
10,850
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$349.2K
6,985
清仓
AGG
ISHARES TR
-$343.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$343.2K
47,993
+15%
减持
V
VISA INC
-$327.2K
6,404
-1%
建仓
PYLD
PIMCO ETF TR
+$324.4K
12,380
减持
CLS
CELESTICA INC
-$315.9K
1,502
-40%
建仓
C
CITIGROUP INC
+$312.2K
2,753
增持
IVV
ISHARES TR
-$311.9K
11,662
+1%
增持
DIS
DISNEY WALT CO
-$306.1K
17,631
+0%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$294.9K
18,574
建仓
—
ROYAL CARIBBEAN GROUP
+$286.1K
1,040
建仓
ADBE
ADOBE INC
+$276.4K
1,137
建仓
FIX
COMFORT SYS USA INC
+$276.3K
200
减持
MSB
MESABI TR
-$273.4K
16,856
-19%
增持
COP
CONOCOPHILLIPS
+$271.8K
7,078
+0%
建仓
UBER
UBER TECHNOLOGIES INC
+$270.5K
3,760
增持
AXP
AMERICAN EXPRESS CO
+$269.1K
3,562
+63%
建仓
—
INMODE LTD
+$266.8K
19,500
增持
IWM
ISHARES TR
+$263.0K
94,382
+1090%
清仓
TME
TENCENT MUSIC ENTMT GROUP
-$262.9K
0
-100%
减持
BAC
BANK AMERICA CORP
-$261.5K
19,782
-11%
增持
CAT
CATERPILLAR INC
+$260.3K
1,855
+1%
清仓
TECL
DIREXION SHS ETF TR
-$258.4K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$257.9K
65,555
-1%
建仓
GLW
CORNING INC
+$251.2K
1,848
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$249.6K
7,820
-19%
清仓
ACWI
ISHARES TR
-$247.3K
0
-100%
建仓
CMI
CUMMINS INC
+$246.8K
459
清仓
DHR
DANAHER CORPORATION
-$246.3K
0
-100%
建仓
—
ELBIT SYS LTD
+$237.7K
280
减持
SHOP
SHOPIFY INC
-$236.8K
5,300
-1%
建仓
NVS
NOVARTIS AG
+$228.8K
1,498
建仓
SNOW
SNOWFLAKE INC
+$227.9K
1,511
清仓
INTU
INTUIT
-$227.2K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$226.6K
663
建仓
TXN
TEXAS INSTRS INC
+$215.3K
1,109
清仓
BSX
BOSTON SCIENTIFIC CORP
-$212.0K
0
-100%
增持
BX
BLACKSTONE INC
-$210.8K
5,459
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$209.7K
18,321
+7%
清仓
PSN
PARSONS CORP DEL
-$208.6K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$205.0K
0
-100%
建仓
SNDK
SANDISK CORP
+$203.9K
600
增持
DFAT
DIMENSIONAL ETF TRUST
+$199.4K
11,656
+31%
清仓
ICLN
ISHARES TR
-$194.3K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$185.7K
3,632
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$183.9K
1,096
-12%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$177.2K
2,481
+14%
增持
CSCO
CISCO SYS INC
+$168.7K
7,223
+42%
增持
LMT
LOCKHEED MARTIN CORP
+$164.3K
1,276
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$163.1K
8,272
+51%
减持
IWF
ISHARES TR
-$159.1K
3,180
-1%
增持
—
GOLAR LNG LTD
+$153.4K
9,071
+0%
增持
PEP
PEPSICO INC
+$153.0K
4,693
+17%
增持
IEO
ISHARES TR
+$152.9K
4,243
+0%
增持
NEE
NEXTERA ENERGY INC
+$152.8K
7,402
+11%
增持
UPRO
PROSHARES TR
-$146.7K
8,486
+1%
增持
LRCX
LAM RESEARCH CORP
+$138.8K
3,130
+1%
增持
IJR
ISHARES TR
+$138.8K
26,302
+1%
增持
AMGN
AMGEN INC
+$129.7K
3,796
+3%
增持
HON
HONEYWELL INTL INC
+$128.9K
4,150
+0%
增持
JPM
JPMORGAN CHASE & CO
-$127.4K
9,124
+5%
增持
DFUS
DIMENSIONAL ETF TRUST
+$125.2K
6,536
+43%
减持
CUSD
TRUST FOR PROFESSIONAL MANAG
-$124.9K
17,831
-28%
减持
CVNA
CARVANA CO
-$124.6K
1,103
-1%
增持
UNP
UNION PAC CORP
+$120.7K
2,313
+21%
减持
CRM
SALESFORCE INC
-$116.0K
1,134
-8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$113.9K
2,184
-10%
减持
HD
HOME DEPOT INC
-$110.3K
6,501
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$107.3K
9,200
-0%
增持
MRK
MERCK & CO INC
+$107.0K
4,890
+7%
减持
MA
MASTERCARD INCORPORATED
-$102.6K
1,352
-1%
减持
ABT
ABBOTT LABORATORIES
-$101.1K
4,440
-0%
减持
—
ACCENTURE PLC IRELAND
-$100.3K
1,030
-9%
增持
XLE
SELECT SECTOR SPDR TR
+$97.5K
5,752
+1%
增持
NFLX
NETFLIX INC.
+$96.9K
30,394
+1%
增持
DE
DEERE & CO
+$95.1K
923
+1%
增持
PFE
PFIZER INC
+$94.8K
12,598
+21%
减持
TQQQ
PROSHARES TR
-$94.5K
6,867
-5%
增持
PNBK
PATRIOT NATL BANCORP INC
+$92.6K
100,000
+400%
增持
LLY
ELI LILLY & CO
-$89.8K
2,307
+12%
增持
NOW
SERVICENOW INC
+$88.3K
3,020
+103%
减持
BKNG
BOOKING HOLDINGS INC
-$84.4K
69
-1%
减持
MGK
VANGUARD WORLD FD
-$84.2K
1,785
-0%
增持
—
ASML HLDG NV
+$84.1K
318
+1%
增持
AOR
ISHARES TR
+$83.9K
17,285
+9%
增持
EIX
EDISON INTL
+$82.0K
6,191
+0%
增持
T
AT&T INC
+$81.4K
19,549
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$80.7K
7,432
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$77.4K
8,135
+72%
增持
—
GARMIN LTD
+$72.8K
2,205
+2%
