Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 246
- 較 2025 年第 1 季 +7
- 總值
- $3.64 億
- 較 2025 年第 1 季 +$3,627 萬 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 163,843 | $3,362 萬 | 9.2% | −145−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,539 | $1,768 萬 | 4.9% | +339+1.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 24,486 | $1,391 萬 | 3.8% | −6,544−21.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 48,082 | $1,325 萬 | 3.6% | −104−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 74,460 | $1,176 萬 | 3.2% | −8,938−10.7% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 21,735 | $1,036 萬 | 2.8% | −655−2.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,794 | $914.1 萬 | 2.5% | +133+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,503 | $866.7 萬 | 2.4% | +919+2.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,108 | $831.1 萬 | 2.3% | +44+0.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 84,535 | $775.4 萬 | 2.1% | +25,432+43.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,679 | $725.2 萬 | 2.0% | −53−0.5% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 51,999 | $668.3 萬 | 1.8% | +3,153+6.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,761 | $600.6 萬 | 1.6% | +8,882+81.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 19,190 | $565.7 萬 | 1.6% | +68+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,097 | $538.7 萬 | 1.5% | +200.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,399 | $463.3 萬 | 1.3% | +93+1.1% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 47,609 | $454.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,589 | $451.0 萬 | 1.2% | −150−0.6% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 25,866 | $435.1 萬 | 1.2% | −125−0.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,711 | $409.1 萬 | 1.1% | −147−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,496 | $405.6 萬 | 1.1% | +209+4.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,973 | $398.1 萬 | 1.1% | −211−6.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,471 | $343.6 萬 | 0.9% | +17+0.5% | 加碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 41,656 | $305.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,961 | $283.7 萬 | 0.8% | +16,950+188.1% | 加碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 28,920 | $270.8 萬 | 0.7% | −26,461−47.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,852 | $268.5 萬 | 0.7% | +26+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,883 | $257.5 萬 | 0.7% | −8−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,341 | $257.5 萬 | 0.7% | +480.0% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $254.7 萬 | 0.7% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 31,075 | $249.0 萬 | 0.7% | −551−1.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,785 | $248.8 萬 | 0.7% | −248−3.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,812 | $245.0 萬 | 0.7% | +239+1.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 18,959 | $235.1 萬 | 0.6% | −1,605−7.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,615 | $234.9 萬 | 0.6% | +35+0.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,577 | $228.2 萬 | 0.6% | −175−1.6% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,208 | $225.3 萬 | 0.6% | −297−1.2% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,643 | $214.5 萬 | 0.6% | −273−0.6% | 減碼 | – |
| ASTHAstrana Health, Inc. | COM NEW | 85,999 | $214.0 萬 | 0.6% | −1,890−2.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,844 | $208.9 萬 | 0.6% | +3+0.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 40,000 | $205.0 萬 | 0.6% | +40,000 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 24,330 | $202.9 萬 | 0.6% | +325+1.4% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,827 | $195.9 萬 | 0.5% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 12,804 | $195.6 萬 | 0.5% | −339−2.6% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 64,653 | $188.9 萬 | 0.5% | +44,508+220.9% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,355 | $183.6 萬 | 0.5% | +211+9.8% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 26,198 | $166.9 萬 | 0.5% | −957−3.5% | 減碼 | – |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 77,420 | $165.9 萬 | 0.5% | −1,867−2.4% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,819 | $163.6 萬 | 0.4% | +1,145+31.2% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,712 | $162.0 萬 | 0.4% | +30.0% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,066 | $160.3 萬 | 0.4% | −21−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,581 | $157.0 萬 | 0.4% | +3+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,957 | $150.5 萬 | 0.4% | −438−3.0% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,466 | $149.9 萬 | 0.4% | +19+0.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,682 | $144.2 萬 | 0.4% | +27+0.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,308 | $136.8 萬 | 0.4% | −885−17.0% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 735 | $134.4 萬 | 0.4% | +190+34.9% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 60,118 | $132.9 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,129 | $132.9 萬 | 0.4% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 2,467 | $130.1 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,728 | $129.6 萬 | 0.4% | −323−1.4% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,456 | $126.2 萬 | 0.3% | +15+0.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 9,008 | $122.3 萬 | 0.3% | +30+0.3% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,579 | $116.3 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,496 | $113.9 萬 | 0.3% | −18−0.4% | 減碼 | – |
| RDNTRadNet, Inc. | COM | 20,000 | $113.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,570 | $112.8 萬 | 0.3% | +97+0.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 3,920 | $109.4 萬 | 0.3% | +30+0.8% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $106.0 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 22,380 | $105.9 萬 | 0.3% | +16+0.1% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 6,285 | $102.7 萬 | 0.3% | +25+0.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,626 | $100.4 萬 | 0.3% | −240−1.9% | 減碼 | – |
| HONHoneywell International Inc | COM | 4,265 | $99.3 萬 | 0.3% | −59−1.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,077 | $98.1 萬 | 0.3% | −245−7.4% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 13,163 | $95.7 萬 | 0.3% | −20−0.2% | 減碼 | – |
| PSXPhillips 66 | Stock | 7,938 | $94.7 萬 | 0.3% | +30.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,003 | $92.9 萬 | 0.3% | −116−2.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,104 | $92.7 萬 | 0.3% | −689−5.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 12,481 | $88.3 萬 | 0.2% | −413−3.2% | 減碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $87.0 萬 | 0.2% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 3,344 | $86.1 萬 | 0.2% | −49−1.4% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $85.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,173 | $85.4 萬 | 0.2% | −22−0.5% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $82.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 3,891 | $82.4 萬 | 0.2% | +37+1.0% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,446 | $81.5 萬 | 0.2% | +12+0.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 33,315 | $79.4 萬 | 0.2% | −756−2.2% | 減碼 | – |
| MAMastercard Inc | Stock | 1,379 | $77.5 萬 | 0.2% | +268+24.1% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,499 | $77.0 萬 | 0.2% | +371+3.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,261 | $76.0 萬 | 0.2% | −272−2.2% | 減碼 | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,973 | $75.6 萬 | 0.2% | −202−2.5% | 減碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,226 | $75.2 萬 | 0.2% | +268+3.4% | 加碼 | – |
| SRESempra | Stock | 9,874 | $74.8 萬 | 0.2% | +32+0.3% | 加碼 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 8,285 | $73.4 萬 | 0.2% | +46+0.6% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 12,258 | $71.9 萬 | 0.2% | −6,865−35.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,408 | $71.4 萬 | 0.2% | +169+5.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,838 | $71.3 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 5,000 | $70.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,949 | $69.9 萬 | 0.2% | +57+2.0% | 加碼 | – |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46435G326 | CORE MSCI INTL | 16,212 | $111.7 萬 | 0.3% | – |
| MDLZMondelez International, Inc. | Stock | 6,781 | $46.0 萬 | 0.1% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,713 | $32.7 萬 | 0.1% | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,896 | $32.3 萬 | 0.1% | – |
| GISGeneral Mills Inc | Stock | 4,933 | $29.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,426 | $26.6 萬 | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,836 | $24.5 萬 | 0.1% | – |
| Microsectors Fang Plus Index 3X063679534 | ETP | 650 | $23.4 萬 | 0.1% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,908 | $22.6 萬 | 0.1% | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 2,817 | $22.4 萬 | 0.1% | – |
| SPOTSpotify Technology S.A. | Stock | 384 | $21.1 萬 | 0.1% | 歷史 |