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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $85.96万 | 0.19% | 2,836 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $87.60万 | 0.19% | 9,449 | 0 | 0.0% | — | 不变 |
| — | NEONC TECHNOLOGIES HLDGS INC | $89.32万 | 0.20% | 197,178 | 153,858 | 355.2% | $69.70万 | 加仓 |
| IJH | ISHARES TR | $92.26万 | 0.20% | 11,964 | 459 | 4.0% | $3.54万 | 加仓 |
| IEMG | ISHARES INC | $93.68万 | 0.20% | 11,308 | 3,683 | 48.3% | $30.51万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $99.74万 | 0.22% | 27,508 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $100.02万 | 0.22% | 851 | 101 | 13.5% | $11.87万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $100.33万 | 0.22% | 992 | 70 | 7.6% | $7.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.47万 | 0.22% | 2,104 | -377 | -15.2% | -$18.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $102.07万 | 0.22% | 4,314 | 1 | 0.0% | $237 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $102.77万 | 0.22% | 12,961 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $102.88万 | 0.23% | 4,067 | -60 | -1.5% | -$1.52万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $103.00万 | 0.23% | 25,957 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $103.08万 | 0.23% | 35,593 | -933 | -2.6% | -$2.70万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $104.39万 | 0.23% | 35,100 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $105.38万 | 0.23% | 17,655 | 4,495 | 34.2% | $26.83万 | 加仓 |
| SCZ | ISHARES TR | $105.54万 | 0.23% | 12,829 | 263 | 2.1% | $2.16万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $106.57万 | 0.23% | 13,485 | -23 | -0.2% | -$1,818 | 减仓 |
| KO | COCA COLA CO | $107.00万 | 0.23% | 13,166 | 883 | 7.2% | $7.18万 | 加仓 |
| ABNB | AIRBNB INC | $109.62万 | 0.24% | 7,661 | 7,661 | — | $109.62万 | 新建仓 |
| IYW | ISHARES TR | $114.26万 | 0.25% | 4,530 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $118.42万 | 0.26% | 20,783 | 1,001 | 5.1% | $5.70万 | 加仓 |
| VGT | VANGUARD WORLD FD | $121.88万 | 0.27% | 10,197 | -1,803 | -15.0% | -$21.55万 | 减仓 |
| RDNT | RADNET INC | $123.34万 | 0.27% | 20,000 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $129.76万 | 0.28% | 8,526 | -114 | -1.3% | -$1.73万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $130.25万 | 0.28% | 35,355 | -750 | -2.1% | -$2.76万 | 减仓 |
| UPRO | PROSHARES TR | $132.86万 | 0.29% | 9,370 | 884 | 10.4% | $12.53万 | 加仓 |
| PSX | PHILLIPS 66 | $135.02万 | 0.30% | 7,987 | 51 | 0.6% | $8,621 | 加仓 |
| AMGN | AMGEN INC | $135.26万 | 0.30% | 3,735 | -61 | -1.6% | -$2.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $138.70万 | 0.30% | 17,215 | 9,971 | 137.6% | $80.34万 | 加仓 |
| GE | GE AEROSPACE | $141.19万 | 0.31% | 3,778 | -880 | -18.9% | -$32.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $141.41万 | 0.31% | 3,263 | 133 | 4.2% | $5.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $143.65万 | 0.31% | 2,473 | 655 | 36.0% | $38.05万 | 加仓 |
| ABBV | ABBVIE INC | $144.11万 | 0.32% | 5,727 | -6,457 | -53.0% | -$162.48万 | 减仓 |
| IEFA | ISHARES TR | $145.48万 | 0.32% | 15,063 | 26 | 0.2% | $2,511 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $149.69万 | 0.33% | 3,764 | 221 | 6.2% | $8.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $153.91万 | 0.34% | 40,438 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $154.37万 | 0.34% | 6,623 | 25 | 0.4% | $5,827 | 加仓 |
| IWF | ISHARES TR | $159.17万 | 0.35% | 12,819 | 99 | 0.8% | $1.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $159.42万 | 0.35% | 44,124 | -592 | -1.3% | -$2.14万 | 减仓 |
| AOR | ISHARES TR | $168.83万 | 0.37% | 24,291 | 7,006 | 40.5% | $48.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $168.93万 | 0.37% | 20,516 | -3,100 | -13.1% | -$25.53万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $169.06万 | 0.37% | 61,034 | 237 | 0.4% | $6,565 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $173.92万 | 0.38% | 5,100 | 500 | 10.9% | $17.05万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $175.28万 | 0.38% | 9,200 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $186.45万 | 0.41% | 11,350 | 415 | 3.8% | $6.82万 | 加仓 |
| DIS | DISNEY WALT CO | $192.81万 | 0.42% | 20,032 | 2,401 | 13.6% | $23.11万 | 加仓 |
| QCOM | QUALCOMM INC | $193.38万 | 0.42% | 10,465 | 102 | 1.0% | $1.88万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $194.75万 | 0.43% | 27,333 | 8,855 | 47.9% | $63.09万 | 加仓 |
| IWB | ISHARES TR | $195.57万 | 0.43% | 4,776 | -43 | -0.9% | -$1.76万 | 减仓 |
| CAT | CATERPILLAR INC | $198.00万 | 0.43% | 1,859 | 4 | 0.2% | $4,260 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $198.37万 | 0.43% | 37,598 | 21 | 0.1% | $1,108 | 加仓 |
| NFLX | NETFLIX INC. | $210.00万 | 0.46% | 29,412 | -982 | -3.2% | -$7.01万 | 减仓 |
| — | EXXON MOBIL CORP | $211.56万 | 0.46% | 15,474 | -2,925 | -15.9% | -$39.99万 | 减仓 |
| USFR | WISDOMTREE TR | $212.52万 | 0.46% | 42,208 | 82 | 0.2% | $4,129 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $216.96万 | 0.47% | 64,114 | -1,441 | -2.2% | -$4.88万 | 减仓 |
| V | VISA INC | $223.52万 | 0.49% | 6,515 | 111 | 1.7% | $3.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $227.53万 | 0.50% | 15,517 | -1,882 | -10.8% | -$27.60万 | 减仓 |
| IVW | ISHARES TR | $228.80万 | 0.50% | 16,637 | 3 | 0.0% | $413 | 加仓 |
| HD | HOME DEPOT INC | $230.51万 | 0.50% | 6,536 | 35 | 0.5% | $1.23万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $241.16万 | 0.53% | 40,000 | 40,000 | — | $241.16万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $247.20万 | 0.54% | 9,734 | -1,581 | -14.0% | -$40.15万 | 减仓 |
| IWM | ISHARES TR | $247.32万 | 0.54% | 8,232 | 50 | 0.6% | $1.50万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $247.93万 | 0.54% | 79,721 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $258.05万 | 0.56% | 31,225 | 526 | 1.7% | $4.35万 | 加仓 |
| EFA | ISHARES TR | $260.64万 | 0.57% | 25,091 | 34 | 0.1% | $3,532 | 加仓 |
| IVE | ISHARES TR | $265.76万 | 0.58% | 11,704 | 15 | 0.1% | $3,406 | 加仓 |
| LLY | ELI LILLY & CO | $274.58万 | 0.60% | 2,289 | -18 | -0.8% | -$2.16万 | 减仓 |
| KFY | KORN FERRY | $276.43万 | 0.60% | 41,518 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $280.23万 | 0.61% | 27,945 | -50 | -0.2% | -$5,014 | 减仓 |
| ORCL | ORACLE CORP | $288.55万 | 0.63% | 19,689 | 324 | 1.7% | $4.75万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $302.36万 | 0.66% | 9,237 | 113 | 1.2% | $3.70万 | 加仓 |
| INTC | INTEL CORP | $305.29万 | 0.67% | 21,865 | -7,073 | -24.4% | -$98.76万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $310.02万 | 0.68% | 105,342 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $316.75万 | 0.69% | 7,531 | 421 | 5.9% | $17.71万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $319.89万 | 0.70% | 115,484 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $326.36万 | 0.71% | 5,794 | 413 | 7.7% | $23.26万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $327.76万 | 0.72% | 59,582 | -658 | -1.1% | -$3.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $343.50万 | 0.75% | 3,672 | 25 | 0.7% | $2.34万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $360.86万 | 0.79% | 77,755 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $371.56万 | 0.81% | 43,134 | -6,984 | -13.9% | -$60.16万 | 减仓 |
| AOA | ISHARES TR | $372.31万 | 0.81% | 38,147 | 915 | 2.5% | $8.93万 | 加仓 |
| ILMN | ILLUMINA INC | $399.59万 | 0.87% | 22,726 | -12,393 | -35.3% | -$217.91万 | 减仓 |
| IJR | ISHARES TR | $402.60万 | 0.88% | 27,146 | 844 | 3.2% | $12.52万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $411.29万 | 0.90% | 13,807 | 453 | 3.4% | $13.49万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $552.27万 | 1.21% | 19,639 | 284 | 1.5% | $7.99万 | 加仓 |
| GOOG | ALPHABET INC | $581.32万 | 1.27% | 16,453 | 417 | 2.6% | $14.73万 | 加仓 |
| QQQ | INVESCO QQQ TR | $598.56万 | 1.31% | 8,128 | -1,283 | -13.6% | -$94.48万 | 减仓 |
| WMT | WALMART INC | $649.05万 | 1.42% | 57,307 | 206 | 0.4% | $2.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $774.18万 | 1.69% | 20,921 | 519 | 2.5% | $19.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $858.12万 | 1.88% | 17,149 | -1,172 | -6.4% | -$58.65万 | 减仓 |
| CACI | CACI INTL INC | $901.92万 | 1.97% | 19,469 | -1,847 | -8.7% | -$85.56万 | 减仓 |
| IVV | ISHARES TR | $906.86万 | 1.98% | 12,109 | 447 | 3.8% | $33.48万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $926.88万 | 2.03% | 59,056 | 3,246 | 5.8% | $50.95万 | 加仓 |
| GOOGL | ALPHABET INC | $1,097.09万 | 2.40% | 30,699 | -2,066 | -6.3% | -$73.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,102.23万 | 2.41% | 14,760 | 1,385 | 10.4% | $103.43万 | 加仓 |
| AMZN | AMAZON COM INC | $1,177.30万 | 2.58% | 49,396 | 1,403 | 2.9% | $33.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,444.64万 | 3.16% | 38,728 | 744 | 2.0% | $27.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,826.59万 | 4.00% | 26,595 | 2,497 | 10.4% | $171.50万 | 加仓 |