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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $75.15万 | 0.18% | 3,632 | -80 | -2.2% | -$1.66万 | 减仓 |
| VB | VANGUARD INDEX FDS | $74.27万 | 0.18% | 2,836 | -276 | -8.9% | -$7.23万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $73.75万 | 0.18% | 4,600 | 4,600 | — | $73.75万 | 新建仓 |
| PEP | PEPSICO INC | $72.88万 | 0.18% | 4,693 | 681 | 17.0% | $10.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $72.79万 | 0.18% | 11,656 | 2,780 | 31.3% | $17.36万 | 加仓 |
| IWD | ISHARES TR | $72.40万 | 0.18% | 3,388 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $71.86万 | 0.18% | 3,663 | 1 | 0.0% | $196 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $71.13万 | 0.18% | 13,160 | 128 | 1.0% | $6,918 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $69.68万 | 0.17% | 8,420 | 8,420 | — | $69.68万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $68.75万 | 0.17% | 7,402 | 742 | 11.1% | $6.89万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $68.74万 | 0.17% | 6,797 | 6,797 | — | $68.74万 | 新建仓 |
| MCD | MCDONALDS CORP | $68.50万 | 0.17% | 2,204 | 31 | 1.4% | $9,635 | 加仓 |
| MA | MASTERCARD INCORPORATED | $67.58万 | 0.17% | 1,352 | -11 | -0.8% | -$5,498 | 减仓 |
| LRCX | LAM RESEARCH CORP | $66.87万 | 0.16% | 3,130 | 34 | 1.1% | $7,264 | 加仓 |
| MGK | VANGUARD WORLD FD | $65.59万 | 0.16% | 1,785 | -8 | -0.4% | -$2,940 | 减仓 |
| GEV | GE VERNOVA INC | $65.49万 | 0.16% | 750 | 321 | 74.8% | $28.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $65.00万 | 0.16% | 1,665 | 1,080 | 184.6% | $42.16万 | 加仓 |
| VHT | VANGUARD WORLD FD | $64.05万 | 0.16% | 2,352 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $62.87万 | 0.15% | 10,367 | 11 | 0.1% | $667 | 加仓 |
| SHOP | SHOPIFY INC | $62.87万 | 0.15% | 5,300 | -77 | -1.4% | -$9,134 | 减仓 |
| BX | BLACKSTONE INC | $62.77万 | 0.15% | 5,459 | 19 | 0.3% | $2,185 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $59.51万 | 0.15% | 16,750 | 16,750 | — | $59.51万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $59.15万 | 0.15% | 11,000 | 11,000 | — | $59.15万 | 新建仓 |
| MRK | MERCK & CO INC | $58.82万 | 0.14% | 4,890 | 319 | 7.0% | $3.84万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $58.05万 | 0.14% | 3,511 | 9 | 0.3% | $1,488 | 加仓 |
| GLD | SPDR GOLD TR | $57.57万 | 0.14% | 1,338 | 4 | 0.3% | $1,721 | 加仓 |
| T | AT&T INC | $56.67万 | 0.14% | 19,549 | 10 | 0.1% | $290 | 加仓 |
| LOW | LOWES COS INC | $56.51万 | 0.14% | 2,392 | -34 | -1.4% | -$8,033 | 减仓 |
| UNP | UNION PAC CORP | $56.13万 | 0.14% | 2,313 | 408 | 21.4% | $9.90万 | 加仓 |
| CSCO | CISCO SYS INC | $56.05万 | 0.14% | 7,223 | 2,138 | 42.0% | $16.59万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $55.77万 | 0.14% | 22,866 | 22,866 | — | $55.77万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $55.71万 | 0.14% | 5,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.28万 | 0.14% | 7,360 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $54.19万 | 0.13% | 5,573 | -133 | -2.3% | -$1.29万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $54.11万 | 0.13% | 20,107 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.88万 | 0.13% | 1,096 | -151 | -12.1% | -$7.42万 | 减仓 |
| IEMG | ISHARES INC | $53.18万 | 0.13% | 7,625 | 153 | 2.0% | $1.07万 | 加仓 |
| MO | ALTRIA GROUP INC | $53.02万 | 0.13% | 8,034 | 24 | 0.3% | $1,584 | 加仓 |
| IEO | ISHARES TR | $52.99万 | 0.13% | 4,243 | 19 | 0.4% | $2,373 | 加仓 |
| MSB | MESABI TR | $52.98万 | 0.13% | 16,856 | -4,000 | -19.2% | -$12.57万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $52.82万 | 0.13% | 4,034 | -66 | -1.6% | -$8,641 | 减仓 |
| DE | DEERE & CO | $52.01万 | 0.13% | 923 | 10 | 1.1% | $5,635 | 加仓 |
| VO | VANGUARD INDEX FDS | $52.01万 | 0.13% | 1,811 | 5 | 0.3% | $1,436 | 加仓 |
| GRMN | GARMIN LTD | $51.16万 | 0.13% | 2,205 | 42 | 1.9% | $9,744 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $50.99万 | 0.13% | 12,834 | 793 | 6.6% | $3.15万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $50.47万 | 0.12% | 9,900 | 9,900 | — | $50.47万 | 新建仓 |
| NUE | NUCOR CORP | $49.56万 | 0.12% | 2,931 | 2 | 0.1% | $338 | 加仓 |
| CAH | CARDINAL HEALTH INC | $49.40万 | 0.12% | 2,338 | 2,338 | — | $49.40万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $49.08万 | 0.12% | 9,071 | 1 | 0.0% | $54 | 加仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $48.99万 | 0.12% | 11,296 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $48.82万 | 0.12% | 5,290 | 194 | 3.8% | $1.79万 | 加仓 |
| FICO | FAIR ISAAC CORP | $47.61万 | 0.12% | 446 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $47.30万 | 0.12% | 5,002 | -36 | -0.7% | -$3,404 | 减仓 |
| IXUS | ISHARES TR | $47.21万 | 0.12% | 5,449 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $46.88万 | 0.12% | 11,420 | 41 | 0.4% | $1,683 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $46.35万 | 0.11% | 6,536 | 1,975 | 43.3% | $14.01万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $45.59万 | 0.11% | 4,440 | -5 | -0.1% | -$513 | 减仓 |
| EIX | EDISON INTL | $45.31万 | 0.11% | 6,191 | 8 | 0.1% | $585 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $44.41万 | 0.11% | 4,725 | 73 | 1.6% | $6,861 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $43.66万 | 0.11% | 8,272 | 2,791 | 50.9% | $14.73万 | 加仓 |
| GRAL | GRAIL INC | $42.79万 | 0.11% | 8,279 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $42.55万 | 0.10% | 2,873 | 13 | 0.5% | $1,925 | 加仓 |
| CLS | CELESTICA INC | $42.31万 | 0.10% | 1,502 | -998 | -39.9% | -$28.11万 | 减仓 |
| ASML | ASML HLDG NV | $42.00万 | 0.10% | 318 | 4 | 1.3% | $5,283 | 加仓 |
| IUSG | ISHARES TR | $41.79万 | 0.10% | 2,694 | 2 | 0.1% | $310 | 加仓 |
| ETN | EATON CORP PLC | $41.38万 | 0.10% | 1,157 | 39 | 3.5% | $1.39万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $41.26万 | 0.10% | 7,820 | -1,866 | -19.3% | -$9.85万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $40.52万 | 0.10% | 8,188 | 8,188 | — | $40.52万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $40.49万 | 0.10% | 13,277 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $39.62万 | 0.10% | 2,843 | 9 | 0.3% | $1,254 | 加仓 |
| SHEL | SHELL PLC | $39.15万 | 0.10% | 4,210 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $38.67万 | 0.10% | 3,490 | 3,490 | — | $38.67万 | 新建仓 |
| VFC | V F CORP | $38.16万 | 0.09% | 22,461 | 22,461 | — | $38.16万 | 新建仓 |
| URI | UNITED RENTALS INC | $38.12万 | 0.09% | 523 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $37.88万 | 0.09% | 13,193 | -78 | -0.6% | -$2,239 | 减仓 |
| COIN | COINBASE GLOBAL INC | $37.66万 | 0.09% | 2,157 | 561 | 35.2% | $9.80万 | 加仓 |
| AOM | ISHARES TR | $37.62万 | 0.09% | 7,941 | 861 | 12.2% | $4.08万 | 加仓 |
| KLAC | KLA CORP | $37.42万 | 0.09% | 254 | 254 | — | $37.42万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.31万 | 0.09% | 7,432 | 252 | 3.5% | $1.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.98万 | 0.09% | 1,818 | -225 | -11.0% | -$4.58万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $36.96万 | 0.09% | 4,414 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $36.84万 | 0.09% | 2,527 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $36.82万 | 0.09% | 1,909 | -56 | -2.8% | -$1.08万 | 减仓 |
| TIP | ISHARES TR | $35.76万 | 0.09% | 3,240 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $35.41万 | 0.09% | 3,953 | 223 | 6.0% | $2.00万 | 加仓 |
| PFE | PFIZER INC | $35.38万 | 0.09% | 12,598 | 2,196 | 21.1% | $6.17万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $35.24万 | 0.09% | 5,752 | 52 | 0.9% | $3,186 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $34.96万 | 0.09% | 10,850 | 10,850 | — | $34.96万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $34.92万 | 0.09% | 6,985 | 6,985 | — | $34.92万 | 新建仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $34.88万 | 0.09% | 17,831 | -7,094 | -28.5% | -$13.88万 | 减仓 |
| CVNA | CARVANA CO | $34.68万 | 0.09% | 1,103 | -14 | -1.3% | -$4,401 | 减仓 |
| WM | WASTE MGMT INC DEL | $33.76万 | 0.08% | 1,469 | 5 | 0.3% | $1,149 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $33.31万 | 0.08% | 8,954 | 66 | 0.7% | $2,455 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $33.09万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $32.84万 | 0.08% | 1,578 | -33 | -2.0% | -$6,868 | 减仓 |
| PYLD | PIMCO ETF TR | $32.44万 | 0.08% | 12,380 | 12,380 | — | $32.44万 | 新建仓 |
| NU | NU HLDGS LTD | $32.12万 | 0.08% | 22,351 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.95万 | 0.08% | 2,184 | -254 | -10.4% | -$3.72万 | 减仓 |
| NOW | SERVICENOW INC | $31.57万 | 0.08% | 3,020 | 1,535 | 103.4% | $16.05万 | 加仓 |
| BLK | BLACKROCK INC | $31.55万 | 0.08% | 328 | 14 | 4.5% | $1.35万 | 加仓 |