Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2025/1/28 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 219
- 較 2024 年第 1 季 +6
- 總值
- $3.03 億
- 較 2024 年第 1 季 +$2,499 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 164,575 | $3,567 萬 | 11.8% | −2,787−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,406 | $1,480 萬 | 4.9% | +56+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 26,365 | $1,322 萬 | 4.4% | +1,291+5.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 118,840 | $1,308 萬 | 4.3% | +59,633+100.7% | 加碼 | – |
| CACICACI International Inc | CL A | 29,303 | $1,253 萬 | 4.1% | −1,806−5.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,518 | $791.7 萬 | 2.6% | −949−6.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,467 | $733.0 萬 | 2.4% | +29+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 58,949 | $732.7 萬 | 2.4% | −2,581−4.2% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,130 | $692.8 萬 | 2.3% | +678+2.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,437 | $627.2 萬 | 2.1% | +29+0.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,536 | $589.0 萬 | 1.9% | +34+0.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 47,609 | $502.3 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 43,120 | $486.3 萬 | 1.6% | +4,010+10.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,395 | $404.6 萬 | 1.3% | +10+0.1% | 加碼 | – |
| ASTHAstrana Health, Inc. | COM NEW | 93,778 | $372.6 萬 | 1.2% | −1,917−2.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 54,899 | $370.5 萬 | 1.2% | −109−0.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,757 | $345.9 萬 | 1.1% | −10.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,998 | $338.1 萬 | 1.1% | +998+33.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,963 | $308.6 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 25,991 | $302.5 萬 | 1.0% | −433−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,949 | $293.5 萬 | 1.0% | +317+3.0% | 加碼 | – |
| KFYKorn Ferry | COM NEW | 43,722 | $291.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 19,822 | $283.6 萬 | 0.9% | +91+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,295 | $278.9 萬 | 0.9% | +686+9.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,895 | $236.0 萬 | 0.8% | −441−3.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $235.5 萬 | 0.8% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 4,621 | $233.2 萬 | 0.8% | +261+6.0% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,907 | $215.9 萬 | 0.7% | −1,127−2.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 10,411 | $213.9 萬 | 0.7% | −501−4.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 21,726 | $213.0 萬 | 0.7% | +2,774+14.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,267 | $208.9 萬 | 0.7% | +276+2.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,086 | $207.9 萬 | 0.7% | +114+3.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,175 | $204.7 萬 | 0.7% | +93+0.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,225 | $197.9 萬 | 0.7% | +717+2.9% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 31,910 | $193.3 萬 | 0.6% | +9,435+42.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,208 | $189.7 萬 | 0.6% | +1,414+24.4% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 30,083 | $179.1 萬 | 0.6% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 14,962 | $172.0 萬 | 0.6% | −142−0.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 8,558 | $171.2 萬 | 0.6% | +10+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,085 | $167.6 萬 | 0.6% | −272−2.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,794 | $165.5 萬 | 0.5% | +28+0.7% | 加碼 | 歷史 |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 75,373 | $163.1 萬 | 0.5% | +368+0.5% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 20,597 | $154.0 萬 | 0.5% | +50+0.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,826 | $138.2 萬 | 0.5% | −41−0.3% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 11,163 | $132.8 萬 | 0.4% | +625+5.9% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,494 | $128.6 萬 | 0.4% | 00.0% | 不變 | – |
| HOODRobinhood Markets, Inc. | Stock | 54,631 | $124.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,291 | $124.0 萬 | 0.4% | −10.0% | 減碼 | – |
| CVXChevron Corp | Stock | 7,684 | $120.3 萬 | 0.4% | +270+3.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,246 | $119.9 萬 | 0.4% | +1,858+8.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 11,747 | $118.9 萬 | 0.4% | +6,979+146.4% | 加碼 | 歷史 |
| RDNTRadNet, Inc. | COM | 20,000 | $117.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,386 | $115.6 萬 | 0.4% | +17+0.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 3,629 | $112.9 萬 | 0.4% | −183−4.8% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,967 | $112.3 萬 | 0.4% | +29+0.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,897 | $112.1 萬 | 0.4% | +27+0.3% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 6,776 | $110.4 萬 | 0.4% | +158+2.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,679 | $109.7 萬 | 0.4% | −55−1.5% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 2,362 | $105.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,561 | $104.0 萬 | 0.3% | +2,728+148.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,404 | $103.1 萬 | 0.3% | +189+1.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,634 | $102.0 萬 | 0.3% | −40.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,115 | $101.9 萬 | 0.3% | +48+4.5% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 25,777 | $101.5 萬 | 0.3% | +415+1.6% | 加碼 | – |
| BACBank of America Corp | Stock | 24,516 | $98.1 萬 | 0.3% | −122−0.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,595 | $96.4 萬 | 0.3% | −578−11.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,861 | $94.0 萬 | 0.3% | +230+1.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,448 | $93.8 萬 | 0.3% | +384+9.4% | 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 | – |
| MOAltria Group, Inc. | Stock | 19,500 | $89.8 萬 | 0.3% | +6,952+55.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,172 | $88.1 萬 | 0.3% | +152+3.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,694 | $85.5 萬 | 0.3% | +500+11.9% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,754 | $85.5 萬 | 0.3% | −180−1.5% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 3,079 | $85.3 萬 | 0.3% | −13−0.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,577 | $84.8 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 13,469 | $82.8 萬 | 0.3% | +139+1.0% | 加碼 | – |
| COPConocoPhillips | Stock | 7,151 | $81.8 萬 | 0.3% | +73+1.0% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 535 | $80.1 萬 | 0.3% | +1+0.2% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,523 | $79.9 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 3,174 | $79.4 萬 | 0.3% | +114+3.7% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $78.3 萬 | 0.3% | 00.0% | 不變 | – |
| SRESempra | Stock | 10,000 | $75.0 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,975 | $74.5 萬 | 0.2% | +783+4.8% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,114 | $72.8 萬 | 0.2% | −18−0.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 9,904 | $72.7 萬 | 0.2% | −14−0.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,547 | $72.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,353 | $71.6 萬 | 0.2% | +18+0.1% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,260 | $70.9 萬 | 0.2% | +125+1.1% | 加碼 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 7,036 | $70.2 萬 | 0.2% | +37+0.5% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 5,398 | $69.0 萬 | 0.2% | −169−3.0% | 減碼 | 歷史 |
| EIXEdison International | Stock | 9,681 | $68.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,686 | $68.8 萬 | 0.2% | +839+29.5% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,024 | $67.6 萬 | 0.2% | +123+1.0% | 加碼 | – |
| CMCSAComcast Corp | Stock | 17,596 | $67.2 萬 | 0.2% | +398+2.3% | 加碼 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,602 | $66.1 萬 | 0.2% | +24+0.3% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,660 | $63.5 萬 | 0.2% | 00.0% | 不變 | – |
| IONSIonis Pharmaceuticals Inc | COM | 13,462 | $63.4 萬 | 0.2% | −410−3.0% | 減碼 | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 11,114 | $62.3 萬 | 0.2% | −667−5.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,901 | $62.3 萬 | 0.2% | −29−0.7% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,352 | $62.3 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 1 季之後清倉（9 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,759 | $34.5 萬 | 0.1% | – |
| SLBSLB Limited | Stock | 5,748 | $31.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,550 | $29.7 萬 | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 3,673 | $28.3 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 7,262 | $26.7 萬 | 0.1% | – |
| SMCISuper Micro Computer, Inc. | COM | 259 | $26.2 萬 | 0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,590 | $22.4 萬 | 0.1% | – |
| IDXXIDEXX Laboratories Inc | COM | 400 | $21.6 萬 | 0.1% | 歷史 |
| QNCXQuince Therapeutics, Inc. | COM | 10,000 | $1.06 萬 | <0.1% | 歷史 |