Westmount Partners, LLC
LOS ANGELES CA · SEC CIK 0002051491
$4.57亿2026Q2 申报市值
275持仓数
38.4%前十大占比 · 第一大 11.7%
36 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$340.66万
IDMO 新建仓+$241.16万
VOO 加仓+$171.50万
ABNB 新建仓+$109.62万
SPY 加仓+$103.43万
2026Q2 卖出最多 按季末市值估算
MASIMO CORP 清仓-$431.01万
XSHQ 清仓-$219.36万
ILMN 减仓-$217.91万
ABBV 减仓-$162.48万
INTC 减仓-$98.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $31.71万 | 0.07% | 7,490 | 58 | 0.8% | $2,456 | 加仓 |
| CWB | SPDR SERIES TRUST | $31.93万 | 0.07% | 2,961 | 6 | 0.2% | $647 | 加仓 |
| RL | RALPH LAUREN CORP | $32.27万 | 0.07% | 804 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.62万 | 0.07% | 2,776 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $32.66万 | 0.07% | 4,212 | 2 | 0.0% | $155 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $33.77万 | 0.07% | 17,402 | -429 | -2.4% | -$8,325 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $34.11万 | 0.07% | 1,033 | 164 | 18.9% | $5.41万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $34.49万 | 0.08% | 1,249 | 1,249 | — | $34.49万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $35.09万 | 0.08% | 1,574 | 105 | 7.1% | $2.34万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.34万 | 0.08% | 7,764 | -56 | -0.7% | -$2,549 | 减仓 |
| TIP | ISHARES TR | $35.46万 | 0.08% | 3,240 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $35.66万 | 0.08% | 2,321 | 2,321 | — | $35.66万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $36.26万 | 0.08% | 9,036 | 82 | 0.9% | $3,291 | 加仓 |
| VXF | VANGUARD INDEX FDS | $36.34万 | 0.08% | 1,476 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $36.35万 | 0.08% | 3,513 | -19 | -0.5% | -$1,966 | 减仓 |
| GILD | GILEAD SCIENCES INC | $36.47万 | 0.08% | 2,887 | 44 | 1.5% | $5,558 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $36.60万 | 0.08% | 1,486 | -92 | -5.8% | -$2.27万 | 减仓 |
| CVNA | CARVANA CO | $36.73万 | 0.08% | 5,580 | 65 | 1.2% | $4,278 | 加仓 |
| TXN | TEXAS INSTRS INC | $37.05万 | 0.08% | 1,243 | 134 | 12.1% | $3.99万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST 看涨期权 | $37.34万 | 0.08% | 1,400 | 1,400 | — | $37.34万 | 新建仓 |
| VFC | V F CORP | $37.46万 | 0.08% | 22,461 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $37.53万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $37.85万 | 0.08% | 4,969 | 4,969 | — | $37.85万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $38.99万 | 0.09% | 2,527 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $39.03万 | 0.09% | 18,856 | -693 | -3.5% | -$1.43万 | 减仓 |
| FIX | COMFORT SYS USA INC | $39.73万 | 0.09% | 200 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $40.23万 | 0.09% | 8,073 | -998 | -11.0% | -$4.97万 | 减仓 |
| AOM | ISHARES TR | $40.28万 | 0.09% | 8,074 | 133 | 1.7% | $6,636 | 加仓 |
| XNTK | SPDR SERIES TRUST | $40.35万 | 0.09% | 1,033 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $40.66万 | 0.09% | 3,979 | 26 | 0.7% | $2,657 | 加仓 |
| GLW | CORNING INC | $40.67万 | 0.09% | 1,592 | -256 | -13.9% | -$6.54万 | 减仓 |
| MSB | MESABI TR | $42.65万 | 0.09% | 16,856 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $42.96万 | 0.09% | 4,734 | 294 | 6.6% | $2.67万 | 加仓 |
| ALL | ALLSTATE CORP | $43.28万 | 0.09% | 1,819 | 763 | 72.3% | $18.16万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.23万 | 0.10% | 674 | 674 | — | $44.23万 | 新建仓 |
| EIX | EDISON INTL | $44.41万 | 0.10% | 5,966 | -225 | -3.6% | -$1.67万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $44.69万 | 0.10% | 8,272 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $45.15万 | 0.10% | 4,894 | 169 | 3.6% | $1.56万 | 加仓 |
| SNDK | SANDISK CORP 看涨期权 | $45.47万 | 0.10% | 200 | -400 | -66.7% | -$90.95万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.59万 | 0.10% | 2,143 | 2,143 | — | $45.59万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $45.63万 | 0.10% | 2,888 | 15 | 0.5% | $2,370 | 加仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $46.17万 | 0.10% | 400 | 400 | — | $46.17万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $46.22万 | 0.10% | 13,277 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $46.64万 | 0.10% | 2,231 | 487 | 27.9% | $10.18万 | 加仓 |
| IEO | ISHARES TR | $46.82万 | 0.10% | 4,263 | 20 | 0.5% | $2,197 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $47.24万 | 0.10% | 7,965 | -223 | -2.7% | -$1.32万 | 减仓 |
| RTX | RTX CORPORATION | $48.65万 | 0.11% | 2,564 | 655 | 34.3% | $12.43万 | 加仓 |
| BOND | PIMCO ETF TR | $48.69万 | 0.11% | 5,280 | -10 | -0.2% | -$922 | 减仓 |
| GLD | SPDR GOLD TR | $49.29万 | 0.11% | 1,338 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $49.45万 | 0.11% | 12,529 | -305 | -2.4% | -$1.20万 | 减仓 |
| NUE | NUCOR CORP | $49.52万 | 0.11% | 2,223 | -708 | -24.2% | -$15.77万 | 减仓 |
| IUSG | ISHARES TR | $50.71万 | 0.11% | 2,696 | 2 | 0.1% | $376 | 加仓 |
| IYR | ISHARES TR | $50.73万 | 0.11% | 4,961 | -41 | -0.8% | -$4,192 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $50.81万 | 0.11% | 2,202 | 3 | 0.1% | $692 | 重新持有 |
| PDN | INVESCO EXCH TRADED FD TR II | $50.81万 | 0.11% | 11,296 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $51.04万 | 0.11% | 706 | 43 | 6.5% | $3.11万 | 加仓 |
| ETN | EATON CORP PLC | $51.73万 | 0.11% | 1,214 | 57 | 4.9% | $2.43万 | 加仓 |
| GRMN | GARMIN LTD | $52.38万 | 0.11% | 2,205 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $52.45万 | 0.11% | 4,144 | 110 | 2.7% | $1.39万 | 加仓 |
| LOW | LOWES COS INC | $52.74万 | 0.12% | 2,392 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $53.10万 | 0.12% | 5,563 | 114 | 2.1% | $1.09万 | 加仓 |
| FICO | FAIR ISAAC CORP | $53.29万 | 0.12% | 446 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $53.56万 | 0.12% | 6,536 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $53.81万 | 0.12% | 7,100 | 7,100 | — | $53.81万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.95万 | 0.12% | 1,076 | -20 | -1.8% | -$1.00万 | 减仓 |
| CSX | CSX CORP | $55.44万 | 0.12% | 11,664 | 244 | 2.1% | $1.16万 | 加仓 |
| CLS | CELESTICA INC | $55.74万 | 0.12% | 1,528 | 26 | 1.7% | $9,485 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $56.06万 | 0.12% | 20,107 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $56.75万 | 0.12% | 8,312 | 33 | 0.4% | $2,253 | 加仓 |
| MO | ALTRIA GROUP INC | $58.23万 | 0.13% | 8,093 | 59 | 0.7% | $4,245 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $58.69万 | 0.13% | 10,185 | -182 | -1.8% | -$1.05万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $59.16万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $59.72万 | 0.13% | 527 | 4 | 0.8% | $4,533 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.41万 | 0.13% | 3,644 | 12 | 0.3% | $1,989 | 加仓 |
| DE | DEERE & CO | $60.44万 | 0.13% | 953 | 30 | 3.3% | $1.90万 | 加仓 |
| MCD | MCDONALDS CORP | $60.69万 | 0.13% | 2,245 | 41 | 1.9% | $1.11万 | 加仓 |
| IDEV | ISHARES TR | $60.77万 | 0.13% | 6,827 | 6,827 | — | $60.77万 | 新建仓 |
| IWR | ISHARES TR | $61.43万 | 0.13% | 5,568 | -5 | -0.1% | -$552 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $61.64万 | 0.13% | 7,360 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $62.17万 | 0.14% | 7,675 | 808 | 11.8% | $6.54万 | 加仓 |
| ASML | ASML HLDG NV | $63.26万 | 0.14% | 318 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $63.55万 | 0.14% | 4,693 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $63.76万 | 0.14% | 3,524 | 13 | 0.4% | $2,352 | 加仓 |
| MRK | MERCK & CO INC | $64.41万 | 0.14% | 5,013 | 123 | 2.5% | $1.58万 | 加仓 |
| BX | BLACKSTONE INC | $64.43万 | 0.14% | 5,475 | 16 | 0.3% | $1,883 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $65.42万 | 0.14% | 1,284 | 8 | 0.6% | $4,076 | 加仓 |
| SHOP | SHOPIFY INC | $66.29万 | 0.15% | 5,806 | 506 | 9.5% | $5.78万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $68.99万 | 0.15% | 1,343 | -9 | -0.7% | -$4,623 | 减仓 |
| VHT | VANGUARD WORLD FD | $70.33万 | 0.15% | 2,352 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $73.18万 | 0.16% | 2,163 | -1,399 | -39.3% | -$47.33万 | 减仓 |
| COP | CONOCOPHILLIPS | $73.66万 | 0.16% | 7,085 | 7 | 0.1% | $728 | 加仓 |
| EEM | ISHARES TR | $75.09万 | 0.16% | 10,977 | -8,528 | -43.7% | -$58.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $75.75万 | 0.17% | 8,630 | 1,228 | 16.6% | $10.78万 | 加仓 |
| UNP | UNION PAC CORP | $76.62万 | 0.17% | 2,817 | 504 | 21.8% | $13.71万 | 加仓 |
| MGK | VANGUARD WORLD FD | $78.29万 | 0.17% | 8,906 | -19 | -0.2% | -$1,670 | 减仓 |
| IWD | ISHARES TR | $79.07万 | 0.17% | 3,261 | -127 | -3.7% | -$3.08万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $79.83万 | 0.17% | 3,663 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $81.46万 | 0.18% | 3,763 | -3,047 | -44.7% | -$65.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $81.47万 | 0.18% | 11,656 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $84.54万 | 0.18% | 7,197 | -26 | -0.4% | -$3,054 | 减仓 |