Westmount Partners, LLC
LOS ANGELES CA · SEC CIK 0002051491
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VSS | VANGUARD INTL EQUITY INDEX F | $36.84万 | 0.09% | 2,527 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $36.96万 | 0.09% | 4,414 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $36.98万 | 0.09% | 1,818 | -225 | -11.0% | -$4.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.31万 | 0.09% | 7,432 | 252 | 3.5% | $1.27万 | 加仓 |
| KLAC | KLA CORP | $37.42万 | 0.09% | 254 | 254 | — | $37.42万 | 新建仓 |
| AOM | ISHARES TR | $37.62万 | 0.09% | 7,941 | 861 | 12.2% | $4.08万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $37.66万 | 0.09% | 2,157 | 561 | 35.2% | $9.80万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $37.88万 | 0.09% | 13,193 | -78 | -0.6% | -$2,239 | 减仓 |
| URI | UNITED RENTALS INC | $38.12万 | 0.09% | 523 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $38.16万 | 0.09% | 22,461 | 22,461 | — | $38.16万 | 新建仓 |
| MLI | MUELLER INDS INC | $38.67万 | 0.10% | 3,490 | 3,490 | — | $38.67万 | 新建仓 |
| SHEL | SHELL PLC | $39.15万 | 0.10% | 4,210 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $39.62万 | 0.10% | 2,843 | 9 | 0.3% | $1,254 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $40.49万 | 0.10% | 13,277 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS ETF TR | $40.52万 | 0.10% | 8,188 | 8,188 | — | $40.52万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $41.26万 | 0.10% | 7,820 | -1,866 | -19.3% | -$9.85万 | 减仓 |
| ETN | EATON CORP PLC | $41.38万 | 0.10% | 1,157 | 39 | 3.5% | $1.39万 | 加仓 |
| IUSG | ISHARES TR | $41.79万 | 0.10% | 2,694 | 2 | 0.1% | $310 | 加仓 |
| ASML | ASML HLDG NV | $42.00万 | 0.10% | 318 | 4 | 1.3% | $5,283 | 加仓 |
| CLS | CELESTICA INC | $42.31万 | 0.10% | 1,502 | -998 | -39.9% | -$28.11万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.55万 | 0.10% | 2,873 | 13 | 0.5% | $1,925 | 加仓 |
| GRAL | GRAIL INC | $42.79万 | 0.11% | 8,279 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $43.66万 | 0.11% | 8,272 | 2,791 | 50.9% | $14.73万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $44.41万 | 0.11% | 4,725 | 73 | 1.6% | $6,861 | 加仓 |
| EIX | EDISON INTL | $45.31万 | 0.11% | 6,191 | 8 | 0.1% | $585 | 加仓 |
| ABT | ABBOTT LABORATORIES | $45.59万 | 0.11% | 4,440 | -5 | -0.1% | -$513 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $46.35万 | 0.11% | 6,536 | 1,975 | 43.3% | $14.01万 | 加仓 |
| CSX | CSX CORP | $46.88万 | 0.12% | 11,420 | 41 | 0.4% | $1,683 | 加仓 |
| IXUS | ISHARES TR | $47.21万 | 0.12% | 5,449 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $47.30万 | 0.12% | 5,002 | -36 | -0.7% | -$3,404 | 减仓 |
| FICO | FAIR ISAAC CORP | $47.61万 | 0.12% | 446 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $48.82万 | 0.12% | 5,290 | 194 | 3.8% | $1.79万 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $48.99万 | 0.12% | 11,296 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $49.08万 | 0.12% | 9,071 | 1 | 0.0% | $54 | 加仓 |
| CAH | CARDINAL HEALTH INC | $49.40万 | 0.12% | 2,338 | 2,338 | — | $49.40万 | 新建仓 |
| NUE | NUCOR CORP | $49.56万 | 0.12% | 2,931 | 2 | 0.1% | $338 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $50.47万 | 0.12% | 9,900 | 9,900 | — | $50.47万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $50.99万 | 0.13% | 12,834 | 793 | 6.6% | $3.15万 | 加仓 |
| GRMN | GARMIN LTD | $51.16万 | 0.13% | 2,205 | 42 | 1.9% | $9,744 | 加仓 |
| VO | VANGUARD INDEX FDS | $52.01万 | 0.13% | 1,811 | 5 | 0.3% | $1,436 | 加仓 |
| DE | DEERE & CO | $52.01万 | 0.13% | 923 | 10 | 1.1% | $5,635 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $52.82万 | 0.13% | 4,034 | -66 | -1.6% | -$8,641 | 减仓 |
| MSB | MESABI TR | $52.98万 | 0.13% | 16,856 | -4,000 | -19.2% | -$12.57万 | 减仓 |
| IEO | ISHARES TR | $52.99万 | 0.13% | 4,243 | 19 | 0.4% | $2,373 | 加仓 |
| MO | ALTRIA GROUP INC | $53.02万 | 0.13% | 8,034 | 24 | 0.3% | $1,584 | 加仓 |
| IEMG | ISHARES INC | $53.18万 | 0.13% | 7,625 | 153 | 2.0% | $1.07万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.88万 | 0.13% | 1,096 | -151 | -12.1% | -$7.42万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $54.11万 | 0.13% | 20,107 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $54.19万 | 0.13% | 5,573 | -133 | -2.3% | -$1.29万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.28万 | 0.14% | 7,360 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $55.71万 | 0.14% | 5,000 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $55.77万 | 0.14% | 22,866 | 22,866 | — | $55.77万 | 新建仓 |
| CSCO | CISCO SYS INC | $56.05万 | 0.14% | 7,223 | 2,138 | 42.0% | $16.59万 | 加仓 |
| UNP | UNION PAC CORP | $56.13万 | 0.14% | 2,313 | 408 | 21.4% | $9.90万 | 加仓 |
| LOW | LOWES COS INC | $56.51万 | 0.14% | 2,392 | -34 | -1.4% | -$8,033 | 减仓 |
| T | AT&T INC | $56.67万 | 0.14% | 19,549 | 10 | 0.1% | $290 | 加仓 |
| GLD | SPDR GOLD TR | $57.57万 | 0.14% | 1,338 | 4 | 0.3% | $1,721 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.05万 | 0.14% | 3,511 | 9 | 0.3% | $1,488 | 加仓 |
| MRK | MERCK & CO INC | $58.82万 | 0.14% | 4,890 | 319 | 7.0% | $3.84万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $59.15万 | 0.15% | 11,000 | 11,000 | — | $59.15万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $59.51万 | 0.15% | 16,750 | 16,750 | — | $59.51万 | 新建仓 |
| BX | BLACKSTONE INC | $62.77万 | 0.15% | 5,459 | 19 | 0.3% | $2,185 | 加仓 |
| SHOP | SHOPIFY INC | $62.87万 | 0.15% | 5,300 | -77 | -1.4% | -$9,134 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.87万 | 0.15% | 10,367 | 11 | 0.1% | $667 | 加仓 |
| VHT | VANGUARD WORLD FD | $64.05万 | 0.16% | 2,352 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $65.00万 | 0.16% | 1,665 | 1,080 | 184.6% | $42.16万 | 加仓 |
| GEV | GE VERNOVA INC | $65.49万 | 0.16% | 750 | 321 | 74.8% | $28.03万 | 加仓 |
| MGK | VANGUARD WORLD FD | $65.59万 | 0.16% | 1,785 | -8 | -0.4% | -$2,940 | 减仓 |
| LRCX | LAM RESEARCH CORP | $66.87万 | 0.16% | 3,130 | 34 | 1.1% | $7,264 | 加仓 |
| MA | MASTERCARD INCORPORATED | $67.58万 | 0.17% | 1,352 | -11 | -0.8% | -$5,498 | 减仓 |
| MCD | MCDONALDS CORP | $68.50万 | 0.17% | 2,204 | 31 | 1.4% | $9,635 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $68.74万 | 0.17% | 6,797 | 6,797 | — | $68.74万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $68.75万 | 0.17% | 7,402 | 742 | 11.1% | $6.89万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $69.68万 | 0.17% | 8,420 | 8,420 | — | $69.68万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $71.13万 | 0.18% | 13,160 | 128 | 1.0% | $6,918 | 加仓 |
| VTV | VANGUARD INDEX FDS | $71.86万 | 0.18% | 3,663 | 1 | 0.0% | $196 | 加仓 |
| IWD | ISHARES TR | $72.40万 | 0.18% | 3,388 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $72.79万 | 0.18% | 11,656 | 2,780 | 31.3% | $17.36万 | 加仓 |
| PEP | PEPSICO INC | $72.88万 | 0.18% | 4,693 | 681 | 17.0% | $10.58万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $73.75万 | 0.18% | 4,600 | 4,600 | — | $73.75万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $74.27万 | 0.18% | 2,836 | -276 | -8.9% | -$7.23万 | 减仓 |
| CVX | CHEVRON CORPORATION | $75.15万 | 0.18% | 3,632 | -80 | -2.2% | -$1.66万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $76.34万 | 0.19% | 35,100 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $77.12万 | 0.19% | 1,276 | 21 | 1.7% | $1.27万 | 加仓 |
| IJH | ISHARES TR | $77.70万 | 0.19% | 11,505 | -658 | -5.4% | -$4.44万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $77.99万 | 0.19% | 922 | 460 | 99.6% | $38.91万 | 加仓 |
| IYW | ISHARES TR | $82.18万 | 0.20% | 4,530 | 4,530 | — | $82.18万 | 新建仓 |
| UPRO | PROSHARES TR | $82.30万 | 0.20% | 8,486 | 109 | 1.3% | $1.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.84万 | 0.21% | 2,481 | 305 | 14.0% | $10.31万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $90.64万 | 0.22% | 27,508 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $91.68万 | 0.23% | 36,526 | 3,692 | 11.2% | $9.27万 | 加仓 |
| SRE | SEMPRA | $91.82万 | 0.23% | 9,449 | -421 | -4.3% | -$4.09万 | 减仓 |
| CRBN | ISHARES TR | $91.95万 | 0.23% | 4,127 | -81 | -1.9% | -$1.80万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $92.76万 | 0.23% | 4,313 | -113 | -2.6% | -$2.43万 | 减仓 |
| KO | COCA COLA CO | $93.41万 | 0.23% | 12,283 | -203 | -1.6% | -$1.54万 | 减仓 |
| COP | CONOCOPHILLIPS | $93.43万 | 0.23% | 7,078 | 1 | 0.0% | $132 | 加仓 |
| — | HONEYWELL INTL INC | $93.81万 | 0.23% | 4,150 | 3 | 0.1% | $678 | 加仓 |
| BAC | BANK AMERICA CORP | $96.44万 | 0.24% | 19,782 | -2,506 | -11.2% | -$12.22万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $97.32万 | 0.24% | 12,961 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $98.53万 | 0.24% | 12,566 | 492 | 4.1% | $3.86万 | 加仓 |