Westmount Partners, LLC
- SEC CIK
- 0002051491
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/7。SEC
- 持股檔數
- 260
- 較 2026 年第 1 季 −2
- 總值
- $4.54 億
- 較 2026 年第 1 季 +$4,859.57 萬 (+12.0%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC COM | Stock | 184,506 | $5,338.85 萬 | 11.75% | +11,773+6.8% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 94,179 | $1,884.42 萬 | 4.15% | +4,631+5.2% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 48,478 | $1,831.26 萬 | 4.03% | +250+0.5% | 加碼 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 26,595 | $1,826.59 萬 | 4.02% | +2,497+10.4% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 38,728 | $1,444.64 萬 | 3.18% | +744+2.0% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 49,396 | $1,177.3 萬 | 2.59% | +1,403+2.9% | 加碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 14,760 | $1,102.23 萬 | 2.43% | +1,385+10.4% | 加碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 30,699 | $1,097.09 萬 | 2.41% | −2,066−6.3% | 減碼 | 查看 |
| VANGUARD TOTAL WORLD STOCK ETF922042742 | ETF | 59,056 | $926.88 萬 | 2.04% | +3,246+5.8% | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 12,109 | $906.86 萬 | 2.00% | +447+3.8% | 加碼 | – |
| CACICACI INTL INC | CL A | 19,469 | $901.92 萬 | 1.98% | −1,847−8.7% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 17,149 | $858.12 萬 | 1.89% | −1,172−6.4% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 20,921 | $774.18 萬 | 1.70% | +519+2.5% | 加碼 | – |
| WMTWALMART INC COM | Stock | 57,307 | $649.06 萬 | 1.43% | +206+0.4% | 加碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 8,128 | $598.56 萬 | 1.32% | −1,283−13.6% | 減碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 16,453 | $581.32 萬 | 1.28% | +417+2.6% | 加碼 | 查看 |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 19,639 | $552.27 萬 | 1.22% | +284+1.5% | 加碼 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 13,807 | $411.29 萬 | 0.90% | +453+3.4% | 加碼 | 查看 |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 27,146 | $402.6 萬 | 0.89% | +844+3.2% | 加碼 | – |
| ILMNILLUMINA INC | COM | 22,726 | $399.59 萬 | 0.88% | −12,393−35.3% | 減碼 | 查看 |
| ISHARES TR464289859 | CORE 80 20 ETF | 38,147 | $372.31 萬 | 0.82% | +915+2.5% | 加碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 43,134 | $371.56 萬 | 0.82% | +34,781+416.4% | 加碼 | – |
| ASTHASTRANA HEALTH INC | COM NEW | 77,755 | $360.86 萬 | 0.79% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 3,672 | $343.5 萬 | 0.76% | +25+0.7% | 加碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V724 | US MKTWIDE VALUE | 59,582 | $327.76 萬 | 0.72% | −658−1.1% | 減碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 5,794 | $326.36 萬 | 0.72% | +413+7.7% | 加碼 | 查看 |
| BMRCBANK OF MARIN BANCORP | COM | 115,484 | $319.89 萬 | 0.70% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 7,531 | $316.75 萬 | 0.70% | +421+5.9% | 加碼 | 查看 |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 105,342 | $310.02 萬 | 0.68% | 00.0% | 不變 | – |
| INTCINTEL CORP COM | Stock | 21,865 | $305.29 萬 | 0.67% | −7,073−24.4% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 9,237 | $302.36 萬 | 0.67% | +113+1.2% | 加碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 19,689 | $288.55 萬 | 0.63% | +324+1.7% | 加碼 | 查看 |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 27,945 | $280.23 萬 | 0.62% | −50−0.2% | 減碼 | 查看 |
| KFYKORN FERRY | COM NEW | 41,518 | $276.43 萬 | 0.61% | 00.0% | 不變 | 查看 |
| LLYELI LILLY & CO COM | Stock | 2,289 | $274.58 萬 | 0.60% | −18−0.8% | 減碼 | 查看 |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 11,704 | $265.76 萬 | 0.58% | +15+0.1% | 加碼 | – |
| ISHARES MSCI EAFE ETF464287465 | ETF | 25,091 | $260.64 萬 | 0.57% | +34+0.1% | 加碼 | – |
| WFCWELLS FARGO & CO COM | Stock | 31,225 | $258.05 萬 | 0.57% | +526+1.7% | 加碼 | 查看 |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771 | ETF | 79,721 | $247.93 萬 | 0.55% | 00.0% | 不變 | – |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 8,232 | $247.32 萬 | 0.54% | +50+0.6% | 加碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 9,734 | $247.2 萬 | 0.54% | −1,581−14.0% | 減碼 | 查看 |
| INVESCO EXCH TRADED FD TR II46138E222 | S&P INTL MOMNT | 40,000 | $241.16 萬 | 0.53% | +40,000 | 新進 | – |
| HDHOME DEPOT INC COM | Stock | 6,536 | $230.51 萬 | 0.51% | +35+0.5% | 加碼 | 查看 |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 16,637 | $228.8 萬 | 0.50% | +30.0% | 加碼 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 15,517 | $227.53 萬 | 0.50% | −1,882−10.8% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 6,515 | $223.52 萬 | 0.49% | +111+1.7% | 加碼 | 查看 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 64,114 | $216.96 萬 | 0.48% | −1,441−2.2% | 減碼 | – |
| WISDOMTREE TR97717Y527 | FLOATNG RAT TREA | 42,208 | $212.52 萬 | 0.47% | +82+0.2% | 加碼 | – |
| XOMEXXON MOBIL CORP | COM | 15,474 | $211.56 萬 | 0.47% | −2,925−15.9% | 減碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 29,412 | $210 萬 | 0.46% | −982−3.2% | 減碼 | 查看 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755 | ETF | 37,598 | $198.37 萬 | 0.44% | +21+0.1% | 加碼 | – |
| CATCATERPILLAR INC COM | Stock | 1,859 | $198 萬 | 0.44% | +4+0.2% | 加碼 | 查看 |
| ISHARES TR464287622 | RUS 1000 ETF | 4,776 | $195.57 萬 | 0.43% | −43−0.9% | 減碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 27,333 | $194.75 萬 | 0.43% | +8,855+47.9% | 加碼 | – |
| QCOMQUALCOMM INC COM | Stock | 10,465 | $193.38 萬 | 0.43% | +102+1.0% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 20,032 | $192.81 萬 | 0.42% | +2,401+13.6% | 加碼 | 查看 |
| ISHARES TR464287150 | CORE S&P TTL STK | 11,350 | $186.45 萬 | 0.41% | +415+3.8% | 加碼 | – |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 9,200 | $175.28 萬 | 0.39% | 00.0% | 不變 | – |
| PANWPALO ALTO NETWORKS INC COM | Stock | 5,100 | $173.92 萬 | 0.38% | +500+10.9% | 加碼 | 查看 |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 61,034 | $169.06 萬 | 0.37% | +237+0.4% | 加碼 | – |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 20,516 | $168.93 萬 | 0.37% | −3,100−13.1% | 減碼 | – |
| ISHARES TR464289867 | CORE 60 BALA ETF | 24,291 | $168.83 萬 | 0.37% | +7,006+40.5% | 加碼 | – |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 44,124 | $159.42 萬 | 0.35% | −592−1.3% | 減碼 | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 12,819 | $159.17 萬 | 0.35% | +9,639+303.1% | 加碼 | – |
| WSMWILLIAMS SONOMA INC | COM | 6,623 | $154.37 萬 | 0.34% | +25+0.4% | 加碼 | 查看 |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF808524763 | ETF | 40,438 | $153.91 萬 | 0.34% | 00.0% | 不變 | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 2 | $149.77 萬 | 0.33% | 00.0% | 不變 | 查看 |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 3,764 | $149.69 萬 | 0.33% | +221+6.2% | 加碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 15,063 | $145.48 萬 | 0.32% | +26+0.2% | 加碼 | – |
| ABBVABBVIE INC COM | Stock | 5,727 | $144.11 萬 | 0.32% | −6,457−53.0% | 減碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 2,473 | $143.65 萬 | 0.32% | +655+36.0% | 加碼 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 3,263 | $141.41 萬 | 0.31% | +133+4.2% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 3,778 | $141.19 萬 | 0.31% | −880−18.9% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 17,215 | $138.7 萬 | 0.31% | +15,404+850.6% | 加碼 | – |
| AMGNAMGEN INC COM | Stock | 3,735 | $135.26 萬 | 0.30% | −61−1.6% | 減碼 | 查看 |
| PSXPHILLIPS 66 COM | Stock | 7,987 | $135.02 萬 | 0.30% | +51+0.6% | 加碼 | 查看 |
| PROSHARES TR74347X864 | ULTRPRO S&P500 | 9,370 | $132.86 萬 | 0.29% | +884+10.4% | 加碼 | – |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880 | ETF | 35,355 | $130.25 萬 | 0.29% | −750−2.1% | 減碼 | – |
| SPDR SERIES TRUST78464A763 | ST STR SP DIV | 8,526 | $129.76 萬 | 0.29% | −114−1.3% | 減碼 | – |
| RDNTRADNET INC | COM | 20,000 | $123.34 萬 | 0.27% | 00.0% | 不變 | 查看 |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 10,197 | $121.88 萬 | 0.27% | +8,697+579.8% | 加碼 | – |
| BACBANK OF AMER CORP COM | Stock | 20,783 | $118.42 萬 | 0.26% | +1,001+5.1% | 加碼 | 查看 |
| ISHARES TR464287721 | U.S. TECH ETF | 4,530 | $114.26 萬 | 0.25% | 00.0% | 不變 | – |
| ABNBAIRBNB INC COM CL A | Stock | 7,661 | $109.62 萬 | 0.24% | +7,661 | 新進 | 查看 |
| KOCOCA COLA CO COM | Stock | 13,166 | $107 萬 | 0.24% | +883+7.2% | 加碼 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 13,485 | $106.57 萬 | 0.23% | −23−0.2% | 減碼 | – |
| ISHARES TR464288273 | EAFE SML CP ETF | 12,829 | $105.54 萬 | 0.23% | +263+2.1% | 加碼 | – |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 17,655 | $105.38 萬 | 0.23% | +4,495+34.2% | 加碼 | – |
| RSIRUSH STREET INTERACTIVE INC | COM | 35,100 | $104.39 萬 | 0.23% | 00.0% | 不變 | 查看 |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 35,593 | $103.08 萬 | 0.23% | −933−2.6% | 減碼 | – |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF808524730 | ETF | 25,957 | $103 萬 | 0.23% | 00.0% | 不變 | – |
| ISHARES TR46434V464 | LOW CA OP MS ETF | 4,067 | $102.88 萬 | 0.23% | −60−1.5% | 減碼 | – |
| IONSIONIS PHARMACEUTICALS INC | COM | 12,961 | $102.77 萬 | 0.23% | 00.0% | 不變 | 查看 |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 4,314 | $102.07 萬 | 0.22% | +10.0% | 加碼 | – |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 2,104 | $100.47 萬 | 0.22% | −377−15.2% | 減碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 992 | $100.33 萬 | 0.22% | +70+7.6% | 加碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 851 | $100.02 萬 | 0.22% | +101+13.5% | 加碼 | 查看 |
| SCHWAB EMERGING MARKETS EQUITY ETF808524706 | ETF | 27,508 | $99.74 萬 | 0.22% | 00.0% | 不變 | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 11,308 | $93.68 萬 | 0.21% | +3,683+48.3% | 加碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 11,964 | $92.26 萬 | 0.20% | +459+4.0% | 加碼 | – |
選擇權（15 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| MUMICRON TECHNOLOGY INC COM | Stock | – | $46.17 萬 |
| SNDKSANDISK CORP | COM | – | $45.47 萬 |
| DIREXION SHS ETF TR25459W458 | DLY SCOND 3XBU | – | $37.34 萬 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | – | $21.67 萬 |
| WDCWESTERN DIGITAL CORP | COM | – | $19.16 萬 |
| CLSCELESTICA INC COM | Stock | – | $14.59 萬 |
| AAPLAPPLE INC COM | Stock | – | $14.47 萬 |
| LLYELI LILLY & CO COM | Stock | – | $11.99 萬 |
| GEVGE VERNOVA INC COM | Stock | – | $11.75 萬 |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | – | $9.65 萬 |
| TSLATESLA INC COM | Stock | – | $8.41 萬 |
| AMATAPPLIED MATLS INC COM | Stock | – | $7.23 萬 |
| NVDANVIDIA CORPORATION COM | Stock | – | $6 萬 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | – | $4.78 萬 |
| AVGOBROADCOM INC COM | Stock | – | $3.78 萬 |
2026 年第 1 季 之後清倉（27 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| MASIMO CORP574795100 | COM | 24,232 | $431.01 萬 | 1.06% |
| INVESCO EXCH TRADED FD TR II46138G300 | S&P SMLCAP QTY | 40,000 | $219.36 萬 | 0.54% |
| HONHoneywell Technologies | COM | 4,150 | $93.81 萬 | 0.23% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 8,420 | $69.68 萬 | 0.17% |
| VANGUARD WELLINGTON FD921935870 | SHORT TRM TAX EX | 6,797 | $68.74 萬 | 0.17% |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 1,665 | $65 萬 | 0.16% |
| DIMENSIONAL ETF TRUST25434V799 | INTL CORE EQUITY | 16,750 | $59.51 萬 | 0.15% |
| J P MORGAN EXCHANGE TRADED F46654Q716 | ACTIVE BOND ETF | 11,000 | $59.15 萬 | 0.15% |
| PSLVSPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 22,866 | $55.77 萬 | 0.14% |
| J P MORGAN EXCHANGE TRADED F46641Q654 | ULTRA SHT MUNCPL | 9,900 | $50.47 萬 | 0.12% |
| CAHCARDINAL HEALTH INC COM | Stock | 2,338 | $49.4 萬 | 0.12% |
| MLIMUELLER INDS INC | COM | 3,490 | $38.67 萬 | 0.10% |
| DIMENSIONAL ETF TRUST25434V765 | INTL HIGH PROFIT | 10,850 | $34.96 萬 | 0.09% |
| J P MORGAN EXCHANGE TRADED F46641Q647 | MUNICIPAL ETF | 6,985 | $34.92 萬 | 0.09% |
| NOWSERVICENOW INC COM | Stock | 3,020 | $31.57 萬 | 0.08% |
| IBITISHARES BITCOIN TRUST ETF | ETF | 8,135 | $31.25 萬 | 0.08% |
| RCLROYAL CARIBBEAN GROUP | COM | 1,040 | $28.61 萬 | 0.07% |
| ADBEADOBE INC COM | Stock | 1,137 | $27.64 萬 | 0.07% |
| UBERUBER TECHNOLOGIES INC COM | Stock | 3,760 | $27.05 萬 | 0.07% |
| NKENIKE INC CL B | Stock | 4,927 | $26.02 萬 | 0.06% |
| CMICUMMINS INC COM | Stock | 459 | $24.68 萬 | 0.06% |
| SNOWSNOWFLAKE INC COM SHS | Stock | 1,511 | $22.79 萬 | 0.06% |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 1,410 | $22.18 萬 | 0.05% |
| CRMSALESFORCE INC COM | Stock | 1,134 | $21.17 萬 | 0.05% |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 1,030 | $20.42 萬 | 0.05% |
| EHIWESTERN ASSET GBL HIGH INC F | COM | 10,000 | $5.9 萬 | 0.01% |
| CRBUCARIBOU BIOSCIENCES INC | COM | 19,609 | $3.73 萬 | 0.01% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/7 | 260 | $4.54 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/16 | 262 | $4.06 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/15 | 246 | $4.01 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/14 | 244 | $3.87 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/9 | 246 | $3.64 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/5/1 | 239 | $3.28 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/1/13 | 218 | $3.29 億 | 與 2024 年第 3 季 比較 | SEC |
| 2024 年第 3 季 | 2025/1/13 | 230 | $3.33 億 | 與 2024 年第 2 季 比較 | SEC |
| 2024 年第 2 季 | 2025/1/28 | 219 | $3.03 億 | 與 2024 年第 1 季 比較 | SEC |
| 2024 年第 1 季 | 2025/1/28 | 213 | $2.78 億 | 與 2023 年第 4 季 比較 | SEC |
| 2023 年第 4 季 | 2025/1/28 | 202 | $2.45 億 | 與 2023 年第 3 季 比較 | SEC |
| 2023 年第 3 季 | 2025/1/28 | 195 | $2.27 億 | 與 2023 年第 2 季 比較 | SEC |
| 2023 年第 2 季 | 2025/1/28 | 188 | $2.3 億 | 與 2023 年第 1 季 比較 | SEC |
| 2023 年第 1 季 | 2025/1/29 | 184 | $2.16 億 | 與 2022 年第 4 季 比較 | SEC |
| 2022 年第 4 季 | 2025/1/28 | 172 | $1.92 億 | – | SEC |