Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 246
- 較 2025 年第 3 季 +2
- 總值
- $4.01 億
- 較 2025 年第 3 季 +$1,386 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 170,045 | $4,623 萬 | 11.5% | +10,392+6.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 35,773 | $1,730 萬 | 4.3% | +434+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 89,784 | $1,674 萬 | 4.2% | +21,618+31.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,224 | $1,669 萬 | 4.2% | +139+0.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 23,654 | $1,483 萬 | 3.7% | −313−1.3% | 減碼 | – |
| CACICACI International Inc | CL A | 21,316 | $1,136 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 41,818 | $965.2 萬 | 2.4% | +4,307+11.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,741 | $937.0 萬 | 2.3% | −10−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28,644 | $896.6 萬 | 2.2% | +3,821+15.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,049 | $857.0 萬 | 2.1% | +144+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,577 | $793.0 萬 | 2.0% | −55−0.5% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 54,530 | $769.2 萬 | 1.9% | +779+1.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,105 | $707.6 萬 | 1.8% | +1,525+7.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 54,968 | $612.4 萬 | 1.5% | −147−0.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,288 | $571.3 萬 | 1.4% | +32+0.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 40,103 | $526.0 萬 | 1.3% | −7,506−15.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,919 | $486.4 萬 | 1.2% | −86−1.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 13,353 | $419.0 萬 | 1.0% | +103+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 18,909 | $368.6 萬 | 0.9% | −136−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,509 | $363.6 萬 | 0.9% | +611+12.5% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 36,360 | $325.6 萬 | 0.8% | −2,015−5.3% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 28,620 | $323.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 24,232 | $315.2 萬 | 0.8% | −1,634−6.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 26,052 | $313.1 萬 | 0.8% | +79+0.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,467 | $299.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BMRCBank of Marin Bancorp | COM | 114,559 | $298.0 萬 | 0.7% | +114,559 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 30,595 | $285.1 萬 | 0.7% | −80.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,342 | $283.5 萬 | 0.7% | +10.0% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 30,984 | $283.1 萬 | 0.7% | −27,224−46.8% | 減碼 | – |
| NFLXNetflix Inc | Stock | 30,135 | $282.5 萬 | 0.7% | +435+1.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,725 | $281.1 萬 | 0.7% | −223−2.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $280.7 萬 | 0.7% | 00.0% | 不變 | – |
| KFYKorn Ferry | COM NEW | 41,518 | $274.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 25,063 | $240.7 萬 | 0.6% | −437−1.7% | 減碼 | – |
| VVisa Inc. | Stock | 6,452 | $226.3 萬 | 0.6% | −133−2.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,535 | $224.9 萬 | 0.6% | −11−0.2% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 40,000 | $222.3 萬 | 0.6% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 2,058 | $221.2 萬 | 0.6% | +8+0.4% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,721 | $216.9 萬 | 0.5% | −106−0.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 66,447 | $216.7 萬 | 0.5% | +1,781+2.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 14,902 | $213.6 萬 | 0.5% | −13−0.1% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,076 | $211.7 萬 | 0.5% | −765−1.8% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 10,043 | $207.8 萬 | 0.5% | +129+1.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,581 | $202.8 萬 | 0.5% | −263−6.8% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 17,627 | $200.5 萬 | 0.5% | −961−5.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,391 | $197.5 萬 | 0.5% | +299+7.3% | 加碼 | 歷史 |
| ASTHAstrana Health, Inc. | COM NEW | 79,423 | $197.0 萬 | 0.5% | −4,266−5.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,932 | $195.3 萬 | 0.5% | −2,552−24.3% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 14,720 | $181.4 萬 | 0.5% | +40.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,819 | $180.0 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,589 | $175.1 萬 | 0.4% | +3+0.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,168 | $173.9 萬 | 0.4% | +61+0.6% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,577 | $169.9 萬 | 0.4% | +111+0.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,883 | $167.1 萬 | 0.4% | −10−0.1% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 23,906 | $166.6 萬 | 0.4% | −1,059−4.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,914 | $162.3 萬 | 0.4% | +130+1.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,201 | $151.5 萬 | 0.4% | +77+2.5% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $151.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 60,411 | $145.2 萬 | 0.4% | +171+0.3% | 加碼 | – |
| RDNTRadNet, Inc. | COM | 20,000 | $142.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $137.5 萬 | 0.3% | +73+1.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,238 | $133.0 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 14,645 | $131.0 萬 | 0.3% | +4,077+38.6% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,438 | $127.4 萬 | 0.3% | −141−0.3% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,716 | $127.4 萬 | 0.3% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 22,288 | $122.6 萬 | 0.3% | −108−0.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,684 | $120.6 萬 | 0.3% | +14+0.4% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,626 | $120.0 萬 | 0.3% | −194−2.2% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $118.2 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 5,006 | $114.4 萬 | 0.3% | −21−0.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,168 | $113.5 萬 | 0.3% | −4,609−20.2% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 6,329 | $113.0 萬 | 0.3% | +23+0.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,840 | $105.4 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,144 | $104.8 萬 | 0.3% | +40.0% | 加碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 15,819 | $102.8 萬 | 0.3% | +948+6.4% | 加碼 | – |
| IONSIonis Pharmaceuticals Inc | COM | 12,961 | $102.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 7,934 | $102.4 萬 | 0.3% | −7−0.1% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,350 | $101.8 萬 | 0.3% | +500+58.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,426 | $97.3 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,208 | $97.0 萬 | 0.2% | +142+3.5% | 加碼 | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,377 | $97.0 萬 | 0.2% | +56+0.7% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,074 | $93.6 萬 | 0.2% | −914−7.0% | 減碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $93.6 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $90.1 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 12,486 | $87.3 萬 | 0.2% | +19+0.2% | 加碼 | 歷史 |
| SRESempra | Stock | 9,870 | $87.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 5,377 | $86.6 萬 | 0.2% | +270+5.3% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 32,834 | $86.1 萬 | 0.2% | +32+0.1% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,440 | $83.8 萬 | 0.2% | −64−1.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,147 | $80.9 萬 | 0.2% | −122−2.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,185 | $80.8 萬 | 0.2% | +104+5.0% | 加碼 | 歷史 |
| MSBMesabi Trust | CTF BEN INT | 20,856 | $80.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,112 | $80.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,163 | $80.3 萬 | 0.2% | +32+0.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,592 | $79.9 萬 | 0.2% | +22+0.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,363 | $77.8 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 11,764 | $75.8 萬 | 0.2% | −796−6.3% | 減碼 | 歷史 |
| FICOFair Isaac Corp | COM | 446 | $75.4 萬 | 0.2% | −339−43.2% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,793 | $74.0 萬 | 0.2% | −4−0.2% | 減碼 | – |
| CLSCelestica Inc | Stock | 2,500 | $73.9 萬 | 0.2% | +300+13.6% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（6 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MSTRStrategy Inc | Stock | 1,470 | $49.7 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,941 | $27.6 萬 | 0.1% | – |
| MFCManulife Financial Corp | COM | 8,608 | $27.1 萬 | 0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,194 | $20.6 萬 | 0.1% | 歷史 |
| KMPRKEMPER Corp | COM | 4,035 | $20.5 萬 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 1,498 | $20.1 萬 | 0.1% | 歷史 |