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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,383.80万 | 10.79% | 172,733 | 2,688 | 1.6% | $68.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,561.71万 | 3.84% | 89,548 | -236 | -0.3% | -$4.12万 | 减仓 |
| AVGO | BROADCOM INC | $1,492.71万 | 3.67% | 48,228 | 4 | 0.0% | $1,238 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,439.99万 | 3.54% | 24,098 | 444 | 1.9% | $26.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,406.04万 | 3.46% | 37,984 | 2,211 | 6.2% | $81.84万 | 加仓 |
| CACI | CACI INTL INC | $1,159.31万 | 2.85% | 21,316 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $999.55万 | 2.46% | 47,993 | 6,175 | 14.8% | $128.61万 | 加仓 |
| GOOGL | ALPHABET INC | $942.18万 | 2.32% | 32,765 | 4,121 | 14.4% | $118.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $877.94万 | 2.16% | 18,321 | 1,272 | 7.5% | $60.95万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $869.86万 | 2.14% | 13,375 | -366 | -2.7% | -$23.80万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $771.97万 | 1.90% | 55,810 | 1,280 | 2.3% | $17.71万 | 加仓 |
| IVV | ISHARES TR | $761.76万 | 1.88% | 11,662 | 85 | 0.7% | $5.55万 | 加仓 |
| WMT | WALMART INC | $709.65万 | 1.75% | 57,101 | 2,133 | 3.9% | $26.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $654.53万 | 1.61% | 20,402 | -703 | -3.3% | -$22.55万 | 减仓 |
| QQQ | INVESCO QQQ TR | $543.19万 | 1.34% | 9,411 | 1,492 | 18.8% | $86.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $469.16万 | 1.15% | 19,355 | 67 | 0.3% | $1.62万 | 加仓 |
| GOOG | ALPHABET INC | $460.00万 | 1.13% | 16,036 | 2,683 | 20.1% | $76.96万 | 加仓 |
| ILMN | ILLUMINA INC | $432.88万 | 1.07% | 35,119 | -4,984 | -12.4% | -$61.43万 | 减仓 |
| — | MASIMO CORP | $431.01万 | 1.06% | 24,232 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $364.85万 | 0.90% | 8,353 | 4,764 | 132.7% | $208.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $363.35万 | 0.89% | 3,647 | 180 | 5.2% | $17.93万 | 加仓 |
| AOA | ISHARES TR | $329.46万 | 0.81% | 37,232 | 872 | 2.4% | $7.72万 | 加仓 |
| IJR | ISHARES TR | $326.97万 | 0.80% | 26,302 | 250 | 1.0% | $3.11万 | 加仓 |
| — | EXXON MOBIL CORP | $312.16万 | 0.77% | 18,399 | 4,516 | 32.5% | $76.62万 | 加仓 |
| META | META PLATFORMS INC | $307.89万 | 0.76% | 5,381 | -128 | -2.3% | -$7.32万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $295.99万 | 0.73% | 115,484 | 925 | 0.8% | $2.37万 | 加仓 |
| NFLX | NETFLIX INC. | $292.24万 | 0.72% | 30,394 | 259 | 0.9% | $2.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $291.92万 | 0.72% | 60,240 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $284.88万 | 0.70% | 19,365 | 456 | 2.4% | $6.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $276.59万 | 0.68% | 11,315 | 1,272 | 12.7% | $31.09万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $270.10万 | 0.66% | 105,342 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $268.40万 | 0.66% | 9,124 | 399 | 4.6% | $11.74万 | 加仓 |
| ABBV | ABBVIE INC | $264.99万 | 0.65% | 12,184 | 7,178 | 143.4% | $156.11万 | 加仓 |
| TSLA | TESLA INC | $264.31万 | 0.65% | 7,110 | 2,719 | 61.9% | $101.08万 | 加仓 |
| KFY | KORN FERRY | $261.36万 | 0.64% | 41,518 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $251.32万 | 0.62% | 17,399 | 2,497 | 16.8% | $36.07万 | 加仓 |
| IVE | ISHARES TR | $246.82万 | 0.61% | 11,689 | 5,207 | 80.3% | $109.95万 | 加仓 |
| WFC | WELLS FARGO & CO | $244.39万 | 0.60% | 30,699 | 104 | 0.3% | $8,279 | 加仓 |
| EFA | ISHARES TR | $243.38万 | 0.60% | 25,057 | -6 | -0.0% | -$583 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $222.02万 | 0.55% | 79,721 | 0 | 0.0% | — | 不变 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $219.36万 | 0.54% | 40,000 | 40,000 | — | $219.36万 | 新建仓 |
| HD | HOME DEPOT INC | $213.83万 | 0.53% | 6,501 | -34 | -0.5% | -$1.12万 | 减仓 |
| LLY | ELI LILLY & CO | $212.23万 | 0.52% | 2,307 | 249 | 12.1% | $22.91万 | 加仓 |
| USFR | WISDOMTREE TR | $212.06万 | 0.52% | 42,126 | 50 | 0.1% | $2,517 | 加仓 |
| IWM | ISHARES TR | $202.91万 | 0.50% | 8,182 | 250 | 3.2% | $6.20万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $194.01万 | 0.48% | 27,995 | -625 | -2.2% | -$4.33万 | 减仓 |
| V | VISA INC | $193.57万 | 0.48% | 6,404 | -48 | -0.7% | -$1.45万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $190.96万 | 0.47% | 65,555 | -892 | -1.3% | -$2.60万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $190.66万 | 0.47% | 77,755 | -1,668 | -2.1% | -$4.09万 | 减仓 |
| IVW | ISHARES TR | $188.14万 | 0.46% | 16,634 | 1,914 | 13.0% | $21.65万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $183.86万 | 0.45% | 37,577 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $171.82万 | 0.42% | 4,819 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $169.93万 | 0.42% | 17,631 | 4 | 0.0% | $386 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $167.98万 | 0.41% | 23,616 | -290 | -1.2% | -$2.06万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $163.33万 | 0.40% | 3,543 | -38 | -1.1% | -$1.75万 | 减仓 |
| ITOT | ISHARES TR | $155.74万 | 0.38% | 10,935 | 21 | 0.2% | $2,991 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $150.47万 | 0.37% | 60,797 | 386 | 0.6% | $9,554 | 加仓 |
| PSX | PHILLIPS 66 | $144.58万 | 0.36% | 7,936 | 2 | 0.0% | $364 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.35% | 2 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $136.13万 | 0.34% | 15,037 | 392 | 2.7% | $3.55万 | 加仓 |
| IWF | ISHARES TR | $135.59万 | 0.33% | 3,180 | -21 | -0.7% | -$8,954 | 减仓 |
| BA | BOEING CO | $135.54万 | 0.33% | 6,810 | 4,077 | 149.2% | $81.14万 | 加仓 |
| AMGN | AMGEN INC | $133.55万 | 0.33% | 3,796 | 112 | 3.0% | $3.94万 | 加仓 |
| QCOM | QUALCOMM INC | $133.46万 | 0.33% | 10,363 | 195 | 1.9% | $2.51万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $132.27万 | 0.33% | 13,354 | 13,354 | — | $132.27万 | 新建仓 |
| GE | GE AEROSPACE | $132.18万 | 0.33% | 4,658 | 2,066 | 79.7% | $58.63万 | 加仓 |
| CAT | CATERPILLAR INC | $131.45万 | 0.32% | 1,855 | 15 | 0.8% | $1.06万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $131.14万 | 0.32% | 40,438 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $130.03万 | 0.32% | 44,716 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $127.70万 | 0.31% | 28,938 | 18,573 | 179.2% | $81.96万 | 加仓 |
| SDY | SPDR SERIES TRUST | $126.09万 | 0.31% | 8,640 | 14 | 0.2% | $2,043 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $122.65万 | 0.30% | 36,105 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $122.27万 | 0.30% | 9,200 | -38 | -0.4% | -$5,050 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $120.30万 | 0.30% | 6,598 | 269 | 4.3% | $4.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $118.40万 | 0.29% | 18,478 | 310 | 1.7% | $1.99万 | 加仓 |
| RDNT | RADNET INC | $111.78万 | 0.28% | 20,000 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $111.23万 | 0.27% | 17,285 | 1,466 | 9.3% | $9.43万 | 加仓 |
| EEM | ISHARES TR | $110.77万 | 0.27% | 19,505 | 8,866 | 83.3% | $50.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $107.75万 | 0.27% | 3,562 | 1,377 | 63.0% | $41.65万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $107.08万 | 0.26% | 13,508 | 364 | 2.8% | $2.89万 | 加仓 |
| VGT | VANGUARD WORLD FD | $104.68万 | 0.26% | 1,500 | 150 | 11.1% | $10.47万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $99.31万 | 0.24% | 25,957 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $98.53万 | 0.24% | 12,566 | 492 | 4.1% | $3.86万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $97.32万 | 0.24% | 12,961 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $96.44万 | 0.24% | 19,782 | -2,506 | -11.2% | -$12.22万 | 减仓 |
| — | HONEYWELL INTL INC | $93.81万 | 0.23% | 4,150 | 3 | 0.1% | $678 | 加仓 |
| COP | CONOCOPHILLIPS | $93.43万 | 0.23% | 7,078 | 1 | 0.0% | $132 | 加仓 |
| KO | COCA COLA CO | $93.41万 | 0.23% | 12,283 | -203 | -1.6% | -$1.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $92.76万 | 0.23% | 4,313 | -113 | -2.6% | -$2.43万 | 减仓 |
| CRBN | ISHARES TR | $91.95万 | 0.23% | 4,127 | -81 | -1.9% | -$1.80万 | 减仓 |
| SRE | SEMPRA | $91.82万 | 0.23% | 9,449 | -421 | -4.3% | -$4.09万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $91.68万 | 0.23% | 36,526 | 3,692 | 11.2% | $9.27万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $90.64万 | 0.22% | 27,508 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.84万 | 0.21% | 2,481 | 305 | 14.0% | $10.31万 | 加仓 |
| UPRO | PROSHARES TR | $82.30万 | 0.20% | 8,486 | 109 | 1.3% | $1.06万 | 加仓 |
| IYW | ISHARES TR | $82.18万 | 0.20% | 4,530 | 4,530 | — | $82.18万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $77.99万 | 0.19% | 922 | 460 | 99.6% | $38.91万 | 加仓 |
| IJH | ISHARES TR | $77.70万 | 0.19% | 11,505 | -658 | -5.4% | -$4.44万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $77.12万 | 0.19% | 1,276 | 21 | 1.7% | $1.27万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $76.34万 | 0.19% | 35,100 | 0 | 0.0% | — | 不变 |