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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -30,984 | -100.0% | -$283.14万 | 清仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -40,000 | -100.0% | -$222.28万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -11,764 | -100.0% | -$75.78万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,500 | -100.0% | -$66.91万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -4,582 | -100.0% | -$46.00万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -24,562 | -100.0% | -$43.40万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -214 | -100.0% | -$43.11万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -3,597 | -100.0% | -$39.62万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,440 | -100.0% | -$34.36万 | 清仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$26.30万 | 清仓 |
| TECL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,076 | -100.0% | -$24.63万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -343 | -100.0% | -$22.72万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,223 | -100.0% | -$21.20万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -3,376 | -100.0% | -$20.86万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -11,827 | -100.0% | -$19.43万 | 清仓 |
| FATE | FATE THERAPEUTICS INC | $1.21万 | 0.00% | 10,098 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET GBL HIGH INC F | $5.90万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| STRZ | STARZ ENTERTAINMENT CORP. | $11.50万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | PATRIOT NATL BANCORP INC | $12.90万 | 0.03% | 100,000 | 80,000 | 400.0% | $10.32万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $13.33万 | 0.03% | 15,010 | 220 | 1.5% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 1 | 0.1% | $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 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $22.48万 | 0.06% | 400 | 0 | 0.0% | — | 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 | 17 | 0.7% | $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 | 37 | 1.2% | $2,748 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $23.72万 | 0.06% | 13,777 | 102 | 0.7% | $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 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $23.90万 | 0.06% | 5,896 | 161 | 2.8% | $6,527 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $23.95万 | 0.06% | 13,030 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 10 | 0.4% | $887 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $25.36万 | 0.06% | 869 | 1 | 0.1% | $292 | 加仓 |
| CVS | CVS HEALTH CORP | $25.37万 | 0.06% | 3,532 | 39 | 1.1% | $2,801 | 加仓 |
| QDF | FLEXSHARES TR | $25.41万 | 0.06% | 3,213 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $25.85万 | 0.06% | 6,338 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $26.02万 | 0.06% | 4,927 | 350 | 7.6% | $1.85万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $26.15万 | 0.06% | 7,990 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $26.37万 | 0.06% | 1,033 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $26.39万 | 0.06% | 803 | 128 | 19.0% | $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 | 5 | 0.2% | $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 | 1 | 0.1% | $344 | 加仓 |
| TJX | TJX COS INC NEW | $27.78万 | 0.07% | 1,740 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.79万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $27.93万 | 0.07% | 2,776 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $30.38万 | 0.07% | 1,476 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $31.20万 | 0.08% | 2,757 | 0 | 0.0% | — | 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 | 3,399 | 71.8% | $13.06万 | 加仓 |
| BLK | BLACKROCK INC | $31.55万 | 0.08% | 328 | 14 | 4.5% | $1.35万 | 加仓 |
| NOW | SERVICENOW INC | $31.57万 | 0.08% | 3,020 | 1,535 | 103.4% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $33.31万 | 0.08% | 8,954 | 66 | 0.7% | $2,455 | 加仓 |
| WM | WASTE MGMT INC DEL | $33.76万 | 0.08% | 1,469 | 5 | 0.3% | $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 | 52 | 0.9% | $3,186 | 加仓 |
| PFE | PFIZER INC | $35.38万 | 0.09% | 12,598 | 2,196 | 21.1% | $6.17万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.41万 | 0.09% | 3,953 | 223 | 6.0% | $2.00万 | 加仓 |
| TIP | ISHARES TR | $35.76万 | 0.09% | 3,240 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.82万 | 0.09% | 1,909 | -56 | -2.8% | -$1.08万 | 减仓 |