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 |
|---|---|---|---|---|---|---|---|---|
| — | MASIMO CORP | $0 | 0.00% | 0 | -24,232 | -100.0% | -$431.01万 | 清仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -40,000 | -100.0% | -$219.36万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -4,150 | -100.0% | -$93.81万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -8,420 | -100.0% | -$69.68万 | 清仓 |
| VTES | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -6,797 | -100.0% | -$68.74万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,665 | -100.0% | -$65.00万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -16,750 | -100.0% | -$59.51万 | 清仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -11,000 | -100.0% | -$59.15万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -22,866 | -100.0% | -$55.77万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,900 | -100.0% | -$50.47万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -2,338 | -100.0% | -$49.40万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -3,490 | -100.0% | -$38.67万 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,850 | -100.0% | -$34.96万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,985 | -100.0% | -$34.92万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,020 | -100.0% | -$31.57万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -8,135 | -100.0% | -$31.25万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,040 | -100.0% | -$28.61万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,137 | -100.0% | -$27.64万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,760 | -100.0% | -$27.05万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,927 | -100.0% | -$26.02万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -459 | -100.0% | -$24.68万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,511 | -100.0% | -$22.79万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,410 | -100.0% | -$22.18万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,134 | -100.0% | -$21.17万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,030 | -100.0% | -$20.42万 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -86,200 | -100.0% | -$18.65万 | 清仓 |
| — | WESTERN ASSET GBL HIGH INC F | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.90万 | 清仓 |
| — | CARIBOU BIOSCIENCES INC | $0 | 0.00% | 0 | -19,609 | -100.0% | -$3.73万 | 清仓 |
| — | FINGERMOTION INC | $7,566 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| FATE | FATE THERAPEUTICS INC | $2.73万 | 0.01% | 10,098 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $2.78万 | 0.01% | 18,550 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $2.81万 | 0.01% | 24,200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $3.78万 | 0.01% | 100 | 100 | — | $3.78万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $4.00万 | 0.01% | 150 | 150 | — | $4.00万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $4.78万 | 0.01% | 100 | 100 | — | $4.78万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $6.00万 | 0.01% | 300 | 300 | — | $6.00万 | 新建仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $7.23万 | 0.02% | 100 | 100 | — | $7.23万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $7.49万 | 0.02% | 36,000 | 36,000 | — | $7.49万 | 新建仓 |
| BLND | BLEND LABS INC | $7.70万 | 0.02% | 45,000 | 45,000 | — | $7.70万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $8.41万 | 0.02% | 200 | 200 | — | $8.41万 | 新建仓 |
| — | PATRIOT NATL BANCORP INC | $9.57万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看涨期权 | $9.65万 | 0.02% | 100 | 100 | — | $9.65万 | 新建仓 |
| GEV | GE VERNOVA INC 看涨期权 | $11.75万 | 0.03% | 100 | 100 | — | $11.75万 | 新建仓 |
| LLY | ELI LILLY & CO 看涨期权 | $11.99万 | 0.03% | 100 | 100 | — | $11.99万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $13.73万 | 0.03% | 215 | 215 | — | $13.73万 | 新建仓 |
| SNDK | SANDISK CORP | $13.88万 | 0.03% | 61 | 61 | — | $13.88万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $14.02万 | 0.03% | 14,790 | -220 | -1.5% | -$2,086 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $14.47万 | 0.03% | 500 | 500 | — | $14.47万 | 新建仓 |
| CLS | CELESTICA INC 看涨期权 | $14.59万 | 0.03% | 400 | 400 | — | $14.59万 | 新建仓 |
| MAT | MATTEL INC | $18.93万 | 0.04% | 13,637 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP 看涨期权 | $19.16万 | 0.04% | 300 | 300 | — | $19.16万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $20.08万 | 0.04% | 1,182 | 1,182 | — | $20.08万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $20.23万 | 0.04% | 2,302 | 2,302 | — | $20.23万 | 新建仓 |
| IDXX | IDEXX LABS INC | $21.06万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $21.08万 | 0.05% | 1,343 | -405 | -23.2% | -$6.36万 | 重新持有 |
| ESLT | ELBIT SYS LTD | $21.24万 | 0.05% | 280 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $21.35万 | 0.05% | 1,230 | -377 | -23.5% | -$6.54万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $21.58万 | 0.05% | 2,612 | 2,612 | — | $21.58万 | 新建仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $21.67万 | 0.05% | 500 | 500 | — | $21.67万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $21.85万 | 0.05% | 5,393 | 5,393 | — | $21.85万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $22.37万 | 0.05% | 661 | 661 | — | $22.37万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $22.37万 | 0.05% | 13,030 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $23.00万 | 0.05% | 762 | -1,778 | -70.0% | -$53.66万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $23.05万 | 0.05% | 14,074 | 297 | 2.2% | $4,865 | 加仓 |
| COIN | COINBASE GLOBAL INC | $23.16万 | 0.05% | 1,584 | -573 | -26.6% | -$8.38万 | 减仓 |
| EMB | ISHARES TR | $23.20万 | 0.05% | 2,406 | -13 | -0.5% | -$1,254 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $23.22万 | 0.05% | 3,118 | -75 | -2.3% | -$5,586 | 减仓 |
| B | BARRICK MNG CORP | $23.28万 | 0.05% | 6,338 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $24.15万 | 0.05% | 6,369 | 352 | 5.9% | $1.33万 | 加仓 |
| BLK | BLACKROCK INC | $24.24万 | 0.05% | 252 | -76 | -23.2% | -$7.31万 | 减仓 |
| NVS | NOVARTIS AG | $24.26万 | 0.05% | 1,548 | 50 | 3.3% | $7,835 | 加仓 |
| PAYX | PAYCHEX INC | $24.73万 | 0.05% | 2,515 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $24.90万 | 0.05% | 1,025 | 1 | 0.1% | $243 | 加仓 |
| C | CITIGROUP INC | $24.91万 | 0.05% | 1,780 | -973 | -35.3% | -$13.62万 | 减仓 |
| PFE | PFIZER INC | $25.51万 | 0.06% | 10,594 | -2,004 | -15.9% | -$4.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.64万 | 0.06% | 8,084 | 8,084 | — | $25.64万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $25.99万 | 0.06% | 269 | 269 | — | $25.99万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.05万 | 0.06% | 2,233 | 49 | 2.2% | $5,717 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $26.77万 | 0.06% | 7,990 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $27.04万 | 0.06% | 5,953 | 57 | 1.0% | $2,589 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.50万 | 0.06% | 2,852 | 5 | 0.2% | $482 | 加仓 |
| LIN | LINDE PLC | $27.51万 | 0.06% | 530 | 30 | 6.0% | $1.56万 | 加仓 |
| MMM | 3M CO | $27.62万 | 0.06% | 1,706 | 38 | 2.3% | $6,152 | 加仓 |
| TJX | TJX COS INC NEW | $27.96万 | 0.06% | 1,846 | 106 | 6.1% | $1.61万 | 加仓 |
| INMD | INMODE LTD | $28.51万 | 0.06% | 19,500 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $28.52万 | 0.06% | 247 | 247 | — | $28.52万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $28.54万 | 0.06% | 2,648 | 0 | 0.0% | — | 不变 |
| STRZ | STARZ ENTERTAINMENT CORP. | $28.86万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $28.89万 | 0.06% | 3,213 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $29.85万 | 0.07% | 718 | 97 | 15.6% | $4.03万 | 重新持有 |
| NU | NU HLDGS LTD | $29.86万 | 0.07% | 22,351 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $30.10万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.34万 | 0.07% | 964 | 161 | 20.0% | $5.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $30.41万 | 0.07% | 1,706 | -19 | -1.1% | -$3,387 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $30.50万 | 0.07% | 2,757 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $30.55万 | 0.07% | 5,752 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $30.76万 | 0.07% | 12,530 | -663 | -5.0% | -$1.63万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $30.89万 | 0.07% | 4,414 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $30.98万 | 0.07% | 11,681 | -699 | -5.6% | -$1.85万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $31.51万 | 0.07% | 17,574 | -1,000 | -5.4% | -$1.79万 | 减仓 |