Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2024 年第 1 季持倉
持倉截至 2024/3/31，2025/1/28 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 213
- 較 2023 年第 4 季 +11
- 總值
- $2.78 億
- 較 2023 年第 4 季 +$3,307 萬 (+13.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 167,362 | $2,870 萬 | 10.3% | −747−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,350 | $1,361 萬 | 4.9% | −1,266−3.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 25,074 | $1,205 萬 | 4.3% | +1,293+5.4% | 加碼 | – |
| CACICACI International Inc | CL A | 31,109 | $1,179 萬 | 4.2% | −222−0.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,467 | $809.0 萬 | 2.9% | +1,972+14.6% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 59,207 | $654.5 萬 | 2.4% | +59,207 | 新進 | – |
| ILMNIllumina, Inc. | COM | 47,609 | $653.8 萬 | 2.4% | −50.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 34,452 | $621.4 萬 | 2.2% | +1,351+4.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,502 | $609.8 萬 | 2.2% | −138−0.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,408 | $599.8 萬 | 2.2% | +983+9.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,438 | $588.2 萬 | 2.1% | −10.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,153 | $556.0 萬 | 2.0% | +500+8.8% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 39,110 | $432.2 萬 | 1.6% | +2,158+5.8% | 加碼 | – |
| ASTHAstrana Health, Inc. | COM NEW | 95,695 | $401.8 萬 | 1.4% | −1,830−1.9% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 26,424 | $388.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,758 | $377.3 萬 | 1.4% | +72+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,385 | $372.3 萬 | 1.3% | +269+3.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 55,008 | $331.0 萬 | 1.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,964 | $307.7 萬 | 1.1% | −113−0.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,609 | $291.9 萬 | 1.0% | −51−0.7% | 減碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 43,722 | $287.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,632 | $276.3 萬 | 1.0% | +2,250+26.8% | 加碼 | – |
| ORCLOracle Corp | Stock | 19,731 | $247.8 萬 | 0.9% | +352+1.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $246.4 萬 | 0.9% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 18,952 | $231.9 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 44,034 | $221.4 萬 | 0.8% | −6,938−13.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 13,991 | $221.3 萬 | 0.8% | −365−2.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,000 | $219.8 萬 | 0.8% | +3+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,912 | $218.6 萬 | 0.8% | −138−1.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,082 | $212.0 萬 | 0.8% | +10+0.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,360 | $211.7 萬 | 0.8% | +282+6.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,336 | $201.3 萬 | 0.7% | +68+0.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,508 | $195.7 萬 | 0.7% | −111−0.5% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 30,083 | $187.5 萬 | 0.7% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 2,972 | $180.5 萬 | 0.6% | −25−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,104 | $175.6 萬 | 0.6% | −84−0.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,794 | $161.7 萬 | 0.6% | −109−1.8% | 減碼 | 歷史 |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 75,005 | $160.5 萬 | 0.6% | −745−1.0% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 20,547 | $150.9 萬 | 0.5% | +1,697+9.0% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,766 | $150.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,548 | $144.7 萬 | 0.5% | −101−1.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,357 | $142.5 萬 | 0.5% | +163+1.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 22,475 | $130.3 萬 | 0.5% | +112+0.5% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,938 | $129.7 萬 | 0.5% | −58−0.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,867 | $125.5 萬 | 0.5% | +81+0.5% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,538 | $121.5 萬 | 0.4% | +24+0.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,369 | $119.0 萬 | 0.4% | +428+7.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,494 | $117.8 萬 | 0.4% | +34+1.0% | 加碼 | – |
| CVXChevron Corp | Stock | 7,414 | $117.0 萬 | 0.4% | −41−0.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,870 | $116.4 萬 | 0.4% | +23+0.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 6,618 | $115.8 萬 | 0.4% | −54−0.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,292 | $113.3 萬 | 0.4% | −28−0.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,388 | $112.3 萬 | 0.4% | −1,771−7.3% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 54,631 | $110.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 3,812 | $108.4 萬 | 0.4% | +885+30.2% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,734 | $107.6 萬 | 0.4% | +13+0.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,638 | $106.5 萬 | 0.4% | +804+9.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,215 | $102.2 萬 | 0.4% | −368−2.7% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 25,362 | $101.6 萬 | 0.4% | −512−2.0% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 2,362 | $100.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 3,092 | $98.2 萬 | 0.4% | +4+0.1% | 加碼 | 歷史 |
| RDNTRadNet, Inc. | COM | 20,000 | $97.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 2,573 | $94.3 萬 | 0.3% | −50−1.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 24,638 | $93.4 萬 | 0.3% | +1,151+4.9% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $91.9 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 5,020 | $91.4 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,173 | $90.9 萬 | 0.3% | −249−4.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 7,078 | $90.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 14,631 | $89.5 萬 | 0.3% | −2,355−13.9% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,934 | $88.6 萬 | 0.3% | +2,306+24.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,060 | $86.3 萬 | 0.3% | +6+0.2% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 13,330 | $84.4 萬 | 0.3% | −166−1.2% | 減碼 | – |
| HONHoneywell International Inc | COM | 4,064 | $83.4 萬 | 0.3% | −9−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,067 | $83.0 萬 | 0.3% | +45+4.4% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $79.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,194 | $76.6 萬 | 0.3% | +10+0.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,335 | $74.9 萬 | 0.3% | +1,915+18.4% | 加碼依 5 比 1 拆股換算 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 6,999 | $74.9 萬 | 0.3% | +39+0.6% | 加碼 | – |
| CMCSAComcast Corp | Stock | 17,198 | $74.6 萬 | 0.3% | −778−4.3% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 11,781 | $74.4 萬 | 0.3% | +11,781 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,567 | $73.5 萬 | 0.3% | −454−7.5% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,523 | $72.3 萬 | 0.3% | 00.0% | 不變 | – |
| SRESempra | Stock | 9,990 | $71.8 萬 | 0.3% | −549−5.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,918 | $71.7 萬 | 0.3% | −372−3.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,132 | $71.3 萬 | 0.3% | +24+0.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,547 | $70.3 萬 | 0.3% | +1,002+183.9% | 加碼 | 歷史 |
| EIXEdison International | Stock | 9,681 | $68.5 萬 | 0.2% | +94+1.0% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,578 | $68.1 萬 | 0.2% | −611−7.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,135 | $68.0 萬 | 0.2% | +512+4.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,192 | $67.6 萬 | 0.2% | +372+2.4% | 加碼 | – |
| FICOFair Isaac Corp | COM | 534 | $66.7 萬 | 0.2% | +50+10.3% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 11,901 | $66.3 萬 | 0.2% | −426−3.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,660 | $65.6 萬 | 0.2% | +59+1.6% | 加碼 | – |
| INTCIntel Corp | Stock | 14,728 | $65.1 萬 | 0.2% | −1,051−6.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,930 | $64.0 萬 | 0.2% | +1,803+84.8% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,352 | $63.6 萬 | 0.2% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 3,542 | $62.2 萬 | 0.2% | +63+1.8% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 13,872 | $60.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,354 | $60.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,246 | $58.2 萬 | 0.2% | +188+2.3% | 加碼 | – |
2023 年第 4 季之後清倉（6 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Global Clean Energy ETF464288224 | ETF | 14,991 | $23.3 萬 | 0.1% | – |
| SDGRSchrodinger, Inc. | COM | 6,300 | $22.6 萬 | 0.1% | 歷史 |
| NYTNew York Times Co | CL A | 4,414 | $21.6 萬 | 0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,364 | $21.1 萬 | 0.1% | – |
| TXNTexas Instruments Inc | Stock | 1,179 | $20.1 萬 | 0.1% | 歷史 |
| NKLANikola Corp | COM | 12,500 | $1.09 萬 | <0.1% | 歷史 |