Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 239
- 較 2024 年第 4 季 +21
- 總值
- $3.28 億
- 較 2024 年第 4 季 −$130.3 萬 (−0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 163,988 | $3,643 萬 | 11.1% | −405−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 31,030 | $1,595 萬 | 4.9% | +4,173+15.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 35,200 | $1,321 萬 | 4.0% | −1,265−3.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,064 | $908.8 萬 | 2.8% | −313−1.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 83,398 | $903.9 萬 | 2.8% | +194+0.2% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 22,390 | $821.5 萬 | 2.5% | −6,903−23.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,661 | $820.1 萬 | 2.5% | −141−1.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,186 | $806.8 萬 | 2.5% | −233−0.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,584 | $734.1 萬 | 2.2% | +387+1.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,732 | $659.2 萬 | 2.0% | +229+2.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 48,846 | $566.4 萬 | 1.7% | +2,384+5.1% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 59,103 | $542.2 萬 | 1.7% | +59,103 | 新進 | – |
| WMTWalmart Inc. | Stock | 55,077 | $483.5 萬 | 1.5% | −753−1.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,122 | $475.5 萬 | 1.5% | −293−1.5% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 25,991 | $433.0 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,739 | $398.0 萬 | 1.2% | +1,162+4.7% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,306 | $389.5 萬 | 1.2% | +64+0.8% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 47,609 | $377.7 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,454 | $326.7 萬 | 1.0% | −427−11.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,287 | $304.7 萬 | 0.9% | −364−6.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,879 | $299.0 萬 | 0.9% | −33−0.3% | 減碼 | – |
| NFLXNetflix Inc | Stock | 3,184 | $296.9 萬 | 0.9% | −45−1.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,826 | $286.8 萬 | 0.9% | −1,886−10.1% | 減碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 41,656 | $282.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ASTHAstrana Health, Inc. | COM NEW | 87,889 | $272.5 萬 | 0.8% | −2,445−2.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,858 | $263.7 萬 | 0.8% | −122−0.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,033 | $257.8 萬 | 0.8% | −1,181−14.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $248.2 萬 | 0.8% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,293 | $232.5 萬 | 0.7% | +73,919+235.6% | 加碼 | – |
| VVisa Inc. | Stock | 6,580 | $230.6 萬 | 0.7% | −28−0.4% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 55,381 | $230.5 萬 | 0.7% | +750+1.4% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 31,626 | $227.0 萬 | 0.7% | +274+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,891 | $218.1 萬 | 0.7% | −630−6.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,143 | $218.0 萬 | 0.7% | −814−5.8% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,916 | $216.0 萬 | 0.7% | −920−2.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,752 | $214.5 萬 | 0.7% | +388+3.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,573 | $212.1 萬 | 0.6% | +751+5.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 25,505 | $208.5 萬 | 0.6% | +186+0.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 20,564 | $203.0 萬 | 0.6% | −115−0.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,841 | $190.2 萬 | 0.6% | +50+1.3% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,827 | $188.5 萬 | 0.6% | +79,827 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 24,005 | $183.6 萬 | 0.6% | +1,772+8.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,144 | $177.1 萬 | 0.5% | +75+3.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,395 | $171.2 萬 | 0.5% | −780−5.1% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,557 | $167.6 萬 | 0.5% | −1,309−11.0% | 減碼 | 歷史 |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 79,287 | $166.2 萬 | 0.5% | −3,800−4.6% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 27,155 | $162.3 萬 | 0.5% | −1,388−4.9% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $159.7 萬 | 0.5% | +2 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,087 | $154.9 萬 | 0.5% | +42+0.4% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,709 | $136.5 萬 | 0.4% | −30−0.2% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,447 | $135.3 萬 | 0.4% | +37,447 | 新進 | – |
| TSLATesla, Inc. | Stock | 5,193 | $134.6 萬 | 0.4% | +1,071+26.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,578 | $132.7 萬 | 0.4% | +284+8.6% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,655 | $130.0 萬 | 0.4% | +26+0.2% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 2,462 | $125.1 萬 | 0.4% | +60+2.5% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,441 | $122.7 萬 | 0.4% | +14+0.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,978 | $121.8 萬 | 0.4% | +25+0.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 3,890 | $121.2 萬 | 0.4% | −411−9.6% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 60,118 | $118.9 萬 | 0.4% | +43,868+270.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,051 | $117.2 萬 | 0.4% | −94−0.4% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 19,123 | $114.8 萬 | 0.4% | +25+0.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,129 | $113.0 萬 | 0.3% | −355−10.2% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,674 | $112.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 20,838 | $112.5 萬 | 0.3% | +14,757+242.7% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 16,212 | $111.7 萬 | 0.3% | +16,212 | 新進 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,579 | $111.1 萬 | 0.3% | +40,579 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 5,119 | $107.2 萬 | 0.3% | −26−0.5% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,473 | $104.2 萬 | 0.3% | +15,970+56.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,866 | $101.6 萬 | 0.3% | −1,588−11.0% | 減碼 | – |
| FICOFair Isaac Corp | COM | 545 | $100.5 萬 | 0.3% | +10+1.9% | 加碼 | 歷史 |
| RDNTRadNet, Inc. | COM | 20,000 | $99.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 6,260 | $99.0 萬 | 0.3% | +18+0.3% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,935 | $98.0 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $94.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,011 | $94.2 萬 | 0.3% | −459−4.8% | 減碼 | – |
| BACBank of America Corp | Stock | 22,364 | $93.3 萬 | 0.3% | −81−0.4% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,514 | $93.2 萬 | 0.3% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 12,894 | $92.3 萬 | 0.3% | −1,465−10.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,324 | $91.6 萬 | 0.3% | −415−8.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,322 | $89.4 萬 | 0.3% | +470+16.5% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,793 | $89.2 萬 | 0.3% | +101+0.9% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $85.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 13,183 | $83.8 萬 | 0.3% | −382−2.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,195 | $81.4 萬 | 0.2% | −310−6.9% | 減碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $79.9 萬 | 0.2% | +25,957 | 新進 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 8,175 | $78.3 萬 | 0.2% | +364+4.7% | 加碼 | – |
| iShares Tr464288851 | US OIL GS EX ETF | 8,239 | $77.9 萬 | 0.2% | +622+8.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,434 | $76.0 萬 | 0.2% | −67−1.2% | 減碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $75.8 萬 | 0.2% | +27,508 | 新進 | – |
| MSTRStrategy Inc | Stock | 2,624 | $75.6 萬 | 0.2% | +458+21.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,978 | $74.6 萬 | 0.2% | −1,948−28.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 7,066 | $74.2 萬 | 0.2% | −58−0.8% | 減碼 | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,854 | $73.7 萬 | 0.2% | +38+1.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,071 | $73.4 萬 | 0.2% | +96+0.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,533 | $73.1 萬 | 0.2% | +130+1.0% | 加碼 | – |
| CVXChevron Corp | Stock | 4,217 | $70.6 萬 | 0.2% | −3,025−41.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,255 | $70.5 萬 | 0.2% | −898−28.5% | 減碼 | 歷史 |
| SRESempra | Stock | 9,842 | $70.2 萬 | 0.2% | −646−6.2% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,074 | $70.2 萬 | 0.2% | +2,598+176.0% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,128 | $69.8 萬 | 0.2% | −401−3.2% | 減碼 | – |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PSNParsons Corp | COM | 3,376 | $31.1 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,280 | $27.5 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,334 | $25.0 萬 | 0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,749 | $22.0 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 337 | $21.2 萬 | 0.1% | 歷史 |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 1,033 | $20.8 萬 | 0.1% | – |
| NVONovo Nordisk A S | ADR | 2,405 | $20.7 萬 | 0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 10,334 | $17.7 萬 | 0.1% | 歷史 |
| LBTYKLiberty Global Ltd. | COM CL C | 10,544 | $13.9 萬 | <0.1% | 歷史 |
| PSTXPoseida Therapeutics, Inc. | COM | 11,000 | $10.6 萬 | <0.1% | 歷史 |
| EGHT8X8 Inc | COM | 11,000 | $2.94 萬 | <0.1% | 歷史 |