13F 机构持仓

Westmount Partners, LLC

LOS ANGELES CA · SEC CIK 0002051491

2026Q22026Q1 更早 9 个季度 🔒
$4.06亿2026Q1 申报市值
264持仓数
37.2%前十大占比 · 第一大 10.8%
36 / 15新建仓 / 清仓
申报市值走势$4.57亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 10.8%
NVDA 3.8%
AVGO 3.7%
VOO 3.5%
MSFT 3.5%
CACI 2.9%
AMZN 2.5%
GOOGL 2.3%
BRK/B 2.2%
SPY 2.1%

2026Q1 买入最多 按季末市值估算

XSHQ 新建仓+$219.36万
VUG 加仓+$208.09万
ABBV 加仓+$156.11万
MRVL 新建仓+$132.27万
AMZN 加仓+$128.61万

2026Q1 卖出最多 按季末市值估算

BIL 清仓-$283.14万
GOVI 清仓-$222.28万
SLV 清仓-$75.78万
CYBERARK SOFTWAR 清仓-$66.91万
ILMN 减仓-$61.43万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
BIL SPDR SERIES TRUST $00.00%0 -30,984-100.0% -$283.14万 清仓
GOVI INVESCO EXCH TRADED FD TR II $00.00%0 -40,000-100.0% -$222.28万 清仓
SLV ISHARES SILVER TR $00.00%0 -11,764-100.0% -$75.78万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -1,500-100.0% -$66.91万 清仓
SGOV ISHARES TR $00.00%0 -4,582-100.0% -$46.00万 清仓
QYLD GLOBAL X FDS $00.00%0 -24,562-100.0% -$43.40万 清仓
MELI MERCADOLIBRE INC $00.00%0 -214-100.0% -$43.11万 清仓
SHV ISHARES TR $00.00%0 -3,597-100.0% -$39.62万 清仓
AGG ISHARES TR $00.00%0 -3,440-100.0% -$34.36万 清仓
TME TENCENT MUSIC ENTMT GROUP $00.00%0 -15,000-100.0% -$26.30万 清仓
TECL DIREXION SHS ETF TR $00.00%0 —— — 申报中断
ACWI ISHARES TR $00.00%0 —— — 申报中断
DHR DANAHER CORPORATION $00.00%0 -1,076-100.0% -$24.63万 清仓
INTU INTUIT $00.00%0 -343-100.0% -$22.72万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -2,223-100.0% -$21.20万 清仓
PSN PARSONS CORP DEL $00.00%0 -3,376-100.0% -$20.86万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
ICLN ISHARES TR $00.00%0 -11,827-100.0% -$19.43万 清仓
FATE FATE THERAPEUTICS INC $1.21万0.00%10,098 00.0% — 不变
— FINGERMOTION INC $1.99万0.00%20,000 20,000— $1.99万 新建仓
OPK OPKO HEALTH INC $2.11万0.01%18,550 00.0% — 不变
— CARIBOU BIOSCIENCES INC $3.73万0.01%19,609 19,609— $3.73万 新建仓
— NANO X IMAGING LTD $5.49万0.01%24,200 00.0% — 不变
— WESTERN ASSET GBL HIGH INC F $5.90万0.01%10,000 00.0% — 不变
STRZ STARZ ENTERTAINMENT CORP. $11.50万0.03%10,000 00.0% — 不变
— PATRIOT NATL BANCORP INC $12.90万0.03%100,000 80,000400.0% $10.32万 加仓
GSBD GOLDMAN SACHS BDC INC $13.33万0.03%15,010 2201.5% $1,954 加仓
IWM ISHARES TR 看跌期权 $18.65万0.05%86,200 86,200— $18.65万 新建仓
MAT MATTEL INC $19.81万0.05%13,637 00.0% — 不变
SNDK SANDISK CORP 看涨期权 $20.39万0.05%600 600— $20.39万 新建仓
ACN ACCENTURE PLC IRELAND $20.42万0.05%1,030 -105-9.3% -$2.08万 减仓
— ISHARES TR $20.94万0.05%6,017 00.0% — 不变
CRM SALESFORCE INC $21.17万0.05%1,134 -103-8.3% -$1.92万 减仓
TXN TEXAS INSTRS INC $21.53万0.05%1,109 1,109— $21.53万 新建仓
RDDT REDDIT INC $21.64万0.05%1,607 -907-36.1% -$12.21万 减仓
ALL ALLSTATE CORP $21.89万0.05%1,056 10.1% $207 加仓
ICE INTERCONTINENTAL EXCHANGE IN $22.18万0.05%1,410 -101-6.7% -$1.59万 减仓
VBR VANGUARD INDEX FDS $22.26万0.05%1,024 00.0% — 不变
IDXX IDEXX LABS INC $22.48万0.06%400 00.0% — 不变
AMAT APPLIED MATLS INC $22.66万0.06%663 663— $22.66万 新建仓
EMB ISHARES TR $22.72万0.06%2,419 170.7% $1,597 加仓
SNOW SNOWFLAKE INC $22.79万0.06%1,511 1,511— $22.79万 新建仓
NVS NOVARTIS AG $22.88万0.06%1,498 1,498— $22.88万 新建仓
PAYX PAYCHEX INC $23.17万0.06%2,515 -74-2.9% -$6,817 减仓
BBIO BRIDGEBIO PHARMA INC $23.71万0.06%3,193 371.2% $2,748 加仓
STWD STARWOOD PPTY TR INC $23.72万0.06%13,777 1020.7% $1,756 加仓
ESLT ELBIT SYS LTD $23.77万0.06%280 280— $23.77万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $23.86万0.06%2,648 00.0% — 不变
— ISHARES TR $23.90万0.06%5,896 1612.8% $6,527 加仓
TSLX SIXTH STREET SPECIALTY LENDI $23.95万0.06%13,030 00.0% — 不变
MMM 3M CO $24.22万0.06%1,668 -19-1.1% -$2,759 减仓
CMI CUMMINS INC $24.68万0.06%459 459— $24.68万 新建仓
LIN LINDE PLC $24.80万0.06%500 00.0% — 不变
GLW CORNING INC $25.12万0.06%1,848 1,848— $25.12万 新建仓
VNQ VANGUARD INDEX FDS $25.25万0.06%2,847 100.4% $887 加仓
TRV TRAVELERS COMPANIES INC $25.36万0.06%869 10.1% $292 加仓
CVS CVS HEALTH CORP $25.37万0.06%3,532 391.1% $2,801 加仓
QDF FLEXSHARES TR $25.41万0.06%3,213 00.0% — 不变
B BARRICK MNG CORP $25.85万0.06%6,338 00.0% — 不变
NKE NIKE INC $26.02万0.06%4,927 3507.6% $1.85万 加仓
REXR REXFORD INDL RLTY INC $26.15万0.06%7,990 00.0% — 不变
XNTK SPDR SERIES TRUST $26.37万0.06%1,033 00.0% — 不变
SYK STRYKER CORPORATION $26.39万0.06%803 12819.0% $4.21万 加仓
INMD INMODE LTD $26.68万0.07%19,500 19,500— $26.68万 新建仓
CWB SPDR SERIES TRUST $27.04万0.07%2,955 50.2% $458 加仓
UBER UBER TECHNOLOGIES INC $27.05万0.07%3,760 3,760— $27.05万 新建仓
FIX COMFORT SYS USA INC $27.63万0.07%200 200— $27.63万 新建仓
ADBE ADOBE INC $27.64万0.07%1,137 1,137— $27.64万 新建仓
RL RALPH LAUREN CORP $27.66万0.07%804 10.1% $344 加仓
TJX TJX COS INC NEW $27.78万0.07%1,740 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $27.79万0.07%1,000 00.0% — 不变
IJK ISHARES TR $27.93万0.07%2,776 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $28.61万0.07%1,040 1,040— $28.61万 新建仓
TQQQ PROSHARES TR $28.62万0.07%6,867 -354-4.9% -$1.48万 减仓
MS MORGAN STANLEY $28.71万0.07%1,744 -38-2.1% -$6,255 减仓
BKNG BOOKING HOLDINGS INC $29.06万0.07%69 -1-1.4% -$4,211 减仓
SOFI SOFI TECHNOLOGIES INC $29.49万0.07%18,574 18,574— $29.49万 新建仓
— NEONC TECHNOLOGIES HLDGS INC $30.37万0.07%43,320 00.0% — 不变
VXF VANGUARD INDEX FDS $30.38万0.07%1,476 00.0% — 不变
ED CONSOLIDATED EDISON INC $31.20万0.08%2,757 00.0% — 不变
C CITIGROUP INC $31.22万0.08%2,753 2,753— $31.22万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $31.25万0.08%8,135 3,39971.8% $13.06万 加仓
BLK BLACKROCK INC $31.55万0.08%328 144.5% $1.35万 加仓
NOW SERVICENOW INC $31.57万0.08%3,020 1,535103.4% $16.05万 加仓
PLTR PALANTIR TECHNOLOGIES INC $31.95万0.08%2,184 -254-10.4% -$3.72万 减仓
NU NU HLDGS LTD $32.12万0.08%22,351 00.0% — 不变
PYLD PIMCO ETF TR $32.44万0.08%12,380 12,380— $32.44万 新建仓
PNC PNC FINL SVCS GROUP INC $32.84万0.08%1,578 -33-2.0% -$6,868 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $33.09万0.08%1,000 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $33.31万0.08%8,954 660.7% $2,455 加仓
WM WASTE MGMT INC DEL $33.76万0.08%1,469 50.3% $1,149 加仓
CVNA CARVANA CO $34.68万0.09%1,103 -14-1.3% -$4,401 减仓
— TRUST FOR PROFESSIONAL MANAG $34.88万0.09%17,831 -7,094-28.5% -$13.88万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $34.92万0.09%6,985 6,985— $34.92万 新建仓
DIHP DIMENSIONAL ETF TRUST $34.96万0.09%10,850 10,850— $34.96万 新建仓
XLE SELECT SECTOR SPDR TR $35.24万0.09%5,752 520.9% $3,186 加仓
PFE PFIZER INC $35.38万0.09%12,598 2,19621.1% $6.17万 加仓
SBUX STARBUCKS CORP $35.41万0.09%3,953 2236.0% $2.00万 加仓
TIP ISHARES TR $35.76万0.09%3,240 00.0% — 不变
RTX RTX CORPORATION $36.82万0.09%1,909 -56-2.8% -$1.08万 减仓