Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 244
- 較 2025 年第 2 季 −2
- 總值
- $3.87 億
- 較 2025 年第 2 季 +$2,312 萬 (+6.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 159,653 | $4,078 萬 | 10.5% | −4,190−2.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,339 | $1,837 萬 | 4.7% | −200−0.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,085 | $1,603 萬 | 4.1% | +30.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 23,967 | $1,473 萬 | 3.8% | −519−2.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 68,166 | $1,276 萬 | 3.3% | −6,294−8.5% | 減碼 | 歷史 |
| CACICACI International Inc | CL A | 21,316 | $1,098 萬 | 2.8% | −419−1.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,751 | $919.2 萬 | 2.4% | −1,043−7.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,905 | $842.2 萬 | 2.2% | −203−1.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 37,511 | $827.6 萬 | 2.1% | −1,992−5.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,632 | $781.5 萬 | 2.0% | −47−0.4% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 53,751 | $744.5 萬 | 1.9% | +1,752+3.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,580 | $644.8 萬 | 1.7% | −181−0.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 24,823 | $607.9 萬 | 1.6% | −766−3.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 55,115 | $562.0 萬 | 1.5% | +180.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,256 | $551.7 萬 | 1.4% | +66+0.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,045 | $550.4 萬 | 1.4% | +334+1.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 58,208 | $532.4 萬 | 1.4% | −26,327−31.1% | 減碼 | – |
| ILMNIllumina, Inc. | COM | 47,609 | $486.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,005 | $482.9 萬 | 1.2% | −394−4.7% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 28,620 | $398.2 萬 | 1.0% | −300−1.0% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 25,866 | $368.7 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,898 | $351.4 萬 | 0.9% | −598−10.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,970 | $347.8 萬 | 0.9% | −3−0.1% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 38,375 | $339.4 萬 | 0.9% | +14,045+57.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,250 | $325.3 萬 | 0.8% | −562−4.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,467 | $318.0 萬 | 0.8% | −4−0.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,973 | $309.5 萬 | 0.8% | +120.0% | 加碼 | – |
| KFYKorn Ferry | COM NEW | 41,518 | $288.6 萬 | 0.7% | −138−0.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,341 | $278.5 萬 | 0.7% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 8,948 | $278.0 萬 | 0.7% | +65+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $269.5 萬 | 0.7% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 6,546 | $259.9 萬 | 0.7% | −239−3.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,484 | $254.2 萬 | 0.7% | −93−0.9% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 30,603 | $247.5 萬 | 0.6% | −472−1.5% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 25,500 | $240.1 萬 | 0.6% | +292+1.2% | 加碼 | – |
| ASTHAstrana Health, Inc. | COM NEW | 83,689 | $235.7 萬 | 0.6% | −2,310−2.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,585 | $229.1 萬 | 0.6% | −30−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 14,915 | $228.5 萬 | 0.6% | −1,937−11.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 40,000 | $216.5 萬 | 0.6% | 00.0% | 不變 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,841 | $215.4 萬 | 0.6% | +198+0.5% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,827 | $210.9 萬 | 0.5% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 18,588 | $209.9 萬 | 0.5% | −371−2.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 64,666 | $207.5 萬 | 0.5% | +130.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,092 | $188.0 萬 | 0.5% | −216−5.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,914 | $184.4 萬 | 0.5% | −2,890−22.6% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,716 | $178.4 萬 | 0.5% | +40.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,819 | $176.8 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,586 | $172.8 萬 | 0.4% | +5+0.1% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 24,965 | $171.4 萬 | 0.4% | −1,233−4.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 2,050 | $169.2 萬 | 0.4% | −305−13.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,844 | $168.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,107 | $168.3 萬 | 0.4% | +41+0.4% | 加碼 | 歷史 |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 76,775 | $166.4 萬 | 0.4% | −645−0.8% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,466 | $162.2 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,784 | $157.6 萬 | 0.4% | +102+1.0% | 加碼 | – |
| RDNTRadNet, Inc. | COM | 20,000 | $156.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,893 | $155.6 萬 | 0.4% | −64−0.5% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,124 | $147.2 萬 | 0.4% | −5−0.2% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 60,240 | $141.4 萬 | 0.4% | +122+0.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,777 | $137.5 萬 | 0.4% | +49+0.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,409 | $132.7 萬 | 0.3% | −47−0.7% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,641 | $132.1 萬 | 0.3% | +145+3.2% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,579 | $126.8 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,716 | $124.9 萬 | 0.3% | +146+0.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,820 | $123.5 萬 | 0.3% | −188−2.1% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 6,306 | $123.1 萬 | 0.3% | +21+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,027 | $122.9 萬 | 0.3% | +24+0.5% | 加碼 | 歷史 |
| FICOFair Isaac Corp | COM | 785 | $118.7 萬 | 0.3% | +50+6.8% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $113.9 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 22,396 | $113.5 萬 | 0.3% | +16+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,670 | $109.6 萬 | 0.3% | −250−6.4% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,941 | $106.9 萬 | 0.3% | +30.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,140 | $104.9 萬 | 0.3% | +514+4.1% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,988 | $99.9 萬 | 0.3% | −175−1.3% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 14,871 | $96.1 萬 | 0.2% | +2,372+19.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,425 | $96.0 萬 | 0.2% | +252+6.0% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $94.2 萬 | 0.2% | 00.0% | 不變 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,321 | $93.8 萬 | 0.2% | +95+1.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,568 | $92.9 萬 | 0.2% | −536−4.8% | 減碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,066 | $92.7 萬 | 0.2% | +175+4.5% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,504 | $92.5 萬 | 0.2% | +58+1.1% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $92.4 萬 | 0.2% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 4,269 | $89.7 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,837 | $88.3 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| SRESempra | Stock | 9,870 | $88.1 萬 | 0.2% | −40.0% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 12,961 | $85.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 32,802 | $84.6 萬 | 0.2% | −513−1.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 12,467 | $83.3 萬 | 0.2% | −14−0.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 12,210 | $80.9 萬 | 0.2% | −48−0.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,131 | $79.4 萬 | 0.2% | −130−1.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,112 | $79.3 萬 | 0.2% | +163+5.5% | 加碼 | – |
| MAMastercard Inc | Stock | 1,364 | $78.2 萬 | 0.2% | −15−1.1% | 減碼 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 8,344 | $78.0 萬 | 0.2% | +59+0.7% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,570 | $77.3 萬 | 0.2% | −774−23.1% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,107 | $76.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 7,808 | $75.8 萬 | 0.2% | −165−2.1% | 減碼 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 7,983 | $73.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,500 | $73.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,797 | $72.7 萬 | 0.2% | +151+9.2% | 加碼 | – |
2025 年第 2 季之後清倉（14 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 2,467 | $130.1 萬 | 0.4% | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $87.0 萬 | 0.2% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 4,072 | $56.5 萬 | 0.2% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,195 | $47.4 萬 | 0.1% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,258 | $43.1 萬 | 0.1% | – |
| GPCGenuine Parts Co | Stock | 2,677 | $32.5 萬 | 0.1% | 歷史 |
| AMPAmeriprise Financial Inc | COM | 568 | $30.3 萬 | 0.1% | 歷史 |
| AZOAutoZone Inc | COM | 69 | $25.6 萬 | 0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 2,321 | $24.5 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,136 | $23.6 萬 | 0.1% | 歷史 |
| BOHBank of Hawaii Corp | COM | 3,201 | $21.6 萬 | 0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 935 | $20.4 萬 | 0.1% | 歷史 |
| LINLinde PLC | Stock | 427 | $20.0 萬 | 0.1% | 歷史 |
| CLSDClearside Biomedical, Inc. | COM | 23,400 | $1.87 萬 | <0.1% | 歷史 |