Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2024 年第 3 季持倉
持倉截至 2024/9/30，2025/1/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 230
- 較 2024 年第 2 季 +11
- 總值
- $3.33 億
- 較 2024 年第 2 季 +$2,958 萬 (+9.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 164,653 | $3,836 萬 | 11.5% | +780.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,763 | $1,539 萬 | 4.6% | +3,357+10.4% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 29,303 | $1,479 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 26,415 | $1,394 萬 | 4.2% | +50+0.2% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 93,022 | $1,029 萬 | 3.1% | −25,818−21.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 81,123 | $985.2 萬 | 3.0% | +22,174+37.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,129 | $830.2 萬 | 2.5% | +3,459+7.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,327 | $822.0 萬 | 2.5% | −191−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,707 | $739.9 萬 | 2.2% | +4,577+13.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,576 | $670.9 萬 | 2.0% | +40+0.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,492 | $662.9 萬 | 2.0% | +55+0.5% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 47,609 | $620.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 45,150 | $540.4 萬 | 1.6% | +2,030+4.7% | 加碼 | – |
| ASTHAstrana Health, Inc. | COM NEW | 92,133 | $533.8 萬 | 1.6% | −1,645−1.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 54,944 | $443.7 萬 | 1.3% | +45+0.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,453 | $430.1 萬 | 1.3% | −304−1.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 24,833 | $411.8 萬 | 1.2% | +11,938+92.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,075 | $394.1 萬 | 1.2% | −320−3.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 20,368 | $347.1 萬 | 1.0% | +546+2.8% | 加碼 | 歷史 |
| MASIMasimo Corp | COM | 25,991 | $346.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,168 | $331.0 萬 | 1.0% | −127−1.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,057 | $330.1 萬 | 1.0% | +94+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,657 | $324.2 萬 | 1.0% | −341−8.5% | 減碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 41,656 | $313.4 萬 | 0.9% | −2,066−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,950 | $310.1 萬 | 0.9% | +10.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,995 | $286.0 萬 | 0.9% | +374+8.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $251.1 萬 | 0.8% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 14,244 | $230.8 萬 | 0.7% | −23−0.2% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,169 | $224.6 萬 | 0.7% | −6−0.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 3,111 | $220.7 萬 | 0.7% | +25+0.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 22,657 | $217.9 萬 | 0.7% | +931+4.3% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 43,237 | $217.1 萬 | 0.7% | +330+0.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 12,830 | $214.5 萬 | 0.6% | +3,745+41.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,994 | $210.7 萬 | 0.6% | −417−4.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,899 | $208.2 萬 | 0.6% | −326−1.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,337 | $207.0 萬 | 0.6% | +1,222+109.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,085 | $194.8 萬 | 0.6% | −123−1.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,791 | $186.2 萬 | 0.6% | −3−0.1% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,543 | $185.1 萬 | 0.6% | −1,540−5.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,434 | $180.9 萬 | 0.5% | +472+3.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 31,647 | $178.8 萬 | 0.5% | −263−0.8% | 減碼 | 歷史 |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 75,519 | $162.7 萬 | 0.5% | +146+0.2% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 20,266 | $159.9 萬 | 0.5% | −331−1.6% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 8,595 | $146.2 萬 | 0.4% | +37+0.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 11,741 | $142.5 萬 | 0.4% | −6−0.1% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,831 | $142.0 萬 | 0.4% | +50.0% | 加碼 | – |
| RDNTRadNet, Inc. | COM | 20,000 | $138.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 4,286 | $138.1 萬 | 0.4% | +657+18.1% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,596 | $133.1 萬 | 0.4% | −567−5.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,974 | $131.9 萬 | 0.4% | +728+3.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,494 | $131.2 萬 | 0.4% | 00.0% | 不變 | – |
| HOODRobinhood Markets, Inc. | Stock | 54,631 | $127.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,920 | $126.7 萬 | 0.4% | +23+0.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,292 | $126.4 萬 | 0.4% | +10.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,407 | $126.3 萬 | 0.4% | +21+0.3% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 2,377 | $122.8 萬 | 0.4% | +15+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,083 | $120.4 萬 | 0.4% | +307+4.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,588 | $120.0 萬 | 0.4% | −7−0.2% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,674 | $115.5 萬 | 0.3% | −5−0.1% | 減碼 | – |
| CVXChevron Corp | Stock | 7,697 | $113.4 萬 | 0.3% | +13+0.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,429 | $110.3 萬 | 0.3% | −205−2.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,536 | $107.5 萬 | 0.3% | +132+1.0% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 25,904 | $107.2 萬 | 0.3% | +127+0.5% | 加碼 | – |
| KOCoca Cola Co | Stock | 14,811 | $106.4 萬 | 0.3% | −50−0.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,942 | $104.4 萬 | 0.3% | −25−0.3% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 535 | $104.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,556 | $102.9 萬 | 0.3% | −5−0.1% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 5,188 | $102.4 萬 | 0.3% | +16+0.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,581 | $101.0 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $97.5 萬 | 0.3% | 00.0% | 不變 | – |
| MOAltria Group, Inc. | Stock | 19,074 | $97.4 萬 | 0.3% | −426−2.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,194 | $97.3 萬 | 0.3% | +20+0.6% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 6,183 | $95.8 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | 歷史 |
| HONHoneywell International Inc | COM | 4,617 | $95.4 萬 | 0.3% | +169+3.8% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,769 | $94.5 萬 | 0.3% | +75+1.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,741 | $91.6 萬 | 0.3% | −13−0.1% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,545 | $90.3 萬 | 0.3% | −2−0.1% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 13,055 | $88.4 萬 | 0.3% | −414−3.1% | 減碼 | – |
| SRESempra | Stock | 10,488 | $87.7 萬 | 0.3% | +488+4.9% | 加碼 | 歷史 |
| EIXEdison International | Stock | 9,948 | $86.6 萬 | 0.3% | +267+2.8% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $85.0 萬 | 0.3% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 3,091 | $83.8 萬 | 0.3% | −23−0.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,151 | $82.1 萬 | 0.2% | +176+1.0% | 加碼 | – |
| GEGeneral Electric Co | Stock | 4,325 | $81.6 萬 | 0.2% | +748+20.9% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,523 | $81.2 萬 | 0.2% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 20,351 | $80.8 萬 | 0.2% | −4,165−17.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,376 | $77.1 萬 | 0.2% | +23+0.2% | 加碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,528 | $76.7 萬 | 0.2% | −74−1.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 11,299 | $75.2 萬 | 0.2% | +39+0.3% | 加碼 | – |
| COPConocoPhillips | Stock | 7,048 | $74.2 萬 | 0.2% | −103−1.4% | 減碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,706 | $72.7 萬 | 0.2% | +345+10.3% | 加碼 | – |
| CMCSAComcast Corp | Stock | 17,108 | $71.5 萬 | 0.2% | −488−2.8% | 減碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,014 | $71.2 萬 | 0.2% | −10−0.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,660 | $69.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 7,570 | $69.2 萬 | 0.2% | +534+7.6% | 加碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 7,915 | $68.2 萬 | 0.2% | +22+0.3% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,352 | $66.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,786 | $66.1 萬 | 0.2% | −115−2.9% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 2,408 | $65.2 萬 | 0.2% | +41+1.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,054 | $65.2 萬 | 0.2% | +150+1.5% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（6 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 3,065 | $23.3 萬 | 0.1% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 588 | $23.1 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 1,733 | $22.8 萬 | 0.1% | 歷史 |
| SILASila Realty Trust, Inc. | COMMON STOCK | 9,963 | $20.5 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 10,992 | $14.0 萬 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 44,605 | $12.8 萬 | <0.1% | 歷史 |