Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/16 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 262
- 較 2025 年第 4 季 +16
- 總值
- $4.06 億
- 較 2025 年第 4 季 +$476.8 萬 (+1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 172,733 | $4,384 萬 | 10.8% | +2,688+1.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 89,548 | $1,562 萬 | 3.8% | −236−0.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,228 | $1,493 萬 | 3.7% | +40.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 24,098 | $1,440 萬 | 3.5% | +444+1.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 37,984 | $1,406 萬 | 3.5% | +2,211+6.2% | 加碼 | 歷史 |
| CACICACI International Inc | CL A | 21,316 | $1,159 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 47,993 | $999.5 萬 | 2.5% | +6,175+14.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,765 | $942.2 萬 | 2.3% | +4,121+14.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,321 | $877.9 萬 | 2.2% | +1,272+7.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,375 | $869.9 萬 | 2.1% | −366−2.7% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 55,810 | $772.0 萬 | 1.9% | +1,280+2.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,662 | $761.8 萬 | 1.9% | +85+0.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 57,101 | $709.6 萬 | 1.7% | +2,133+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,402 | $654.5 萬 | 1.6% | −703−3.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,411 | $543.2 萬 | 1.3% | +1,492+18.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 19,355 | $469.2 萬 | 1.2% | +67+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 16,036 | $460.0 萬 | 1.1% | +2,683+20.1% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 35,119 | $432.9 萬 | 1.1% | −4,984−12.4% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 24,232 | $431.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,353 | $364.9 萬 | 0.9% | +4,764+132.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,647 | $363.4 萬 | 0.9% | +180+5.2% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 37,232 | $329.5 萬 | 0.8% | +872+2.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 26,302 | $327.0 萬 | 0.8% | +250+1.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 18,399 | $312.2 萬 | 0.8% | +4,516+32.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,381 | $307.9 萬 | 0.8% | −128−2.3% | 減碼 | 歷史 |
| BMRCBank of Marin Bancorp | COM | 115,484 | $296.0 萬 | 0.7% | +925+0.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 30,394 | $292.2 萬 | 0.7% | +259+0.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $291.9 萬 | 0.7% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 19,365 | $284.9 萬 | 0.7% | +456+2.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,315 | $276.6 萬 | 0.7% | +1,272+12.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,342 | $270.1 萬 | 0.7% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 9,124 | $268.4 萬 | 0.7% | +399+4.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,184 | $265.0 萬 | 0.7% | +7,178+143.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,110 | $264.3 萬 | 0.7% | +2,719+61.9% | 加碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 41,518 | $261.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 17,399 | $251.3 萬 | 0.6% | +2,497+16.8% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 11,689 | $246.8 萬 | 0.6% | +5,207+80.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 30,699 | $244.4 萬 | 0.6% | +104+0.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 25,057 | $243.4 萬 | 0.6% | −60.0% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,721 | $222.0 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G300 | S&P SMLCAP QTY | 40,000 | $219.4 萬 | 0.5% | +40,000 | 新進 | – |
| HDHome Depot, Inc. | Stock | 6,501 | $213.8 萬 | 0.5% | −34−0.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,307 | $212.2 萬 | 0.5% | +249+12.1% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,126 | $212.1 萬 | 0.5% | +50+0.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,182 | $202.9 萬 | 0.5% | +250+3.2% | 加碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 27,995 | $194.0 萬 | 0.5% | −625−2.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,404 | $193.6 萬 | 0.5% | −48−0.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 65,555 | $191.0 萬 | 0.5% | −892−1.3% | 減碼 | – |
| ASTHAstrana Health, Inc. | COM NEW | 77,755 | $190.7 萬 | 0.5% | −1,668−2.1% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,634 | $188.1 萬 | 0.5% | +1,914+13.0% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,577 | $183.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,819 | $171.8 萬 | 0.4% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 17,631 | $169.9 萬 | 0.4% | +40.0% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 23,616 | $168.0 萬 | 0.4% | −290−1.2% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,543 | $163.3 萬 | 0.4% | −38−1.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,935 | $155.7 萬 | 0.4% | +21+0.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 60,797 | $150.5 萬 | 0.4% | +386+0.6% | 加碼 | – |
| PSXPhillips 66 | Stock | 7,936 | $144.6 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,037 | $136.1 萬 | 0.3% | +392+2.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,180 | $135.6 萬 | 0.3% | −21−0.7% | 減碼 | – |
| BABoeing Co | Stock | 6,810 | $135.5 萬 | 0.3% | +4,077+149.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,796 | $133.6 萬 | 0.3% | +112+3.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,363 | $133.5 萬 | 0.3% | +195+1.9% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 13,354 | $132.3 萬 | 0.3% | +13,354 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 4,658 | $132.2 萬 | 0.3% | +2,066+79.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,855 | $131.5 萬 | 0.3% | +15+0.8% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,438 | $131.1 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,716 | $130.0 萬 | 0.3% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 28,938 | $127.7 萬 | 0.3% | +18,573+179.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,640 | $126.1 萬 | 0.3% | +14+0.2% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 36,105 | $122.6 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,200 | $122.3 萬 | 0.3% | −38−0.4% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 6,598 | $120.3 萬 | 0.3% | +269+4.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,478 | $118.4 萬 | 0.3% | +310+1.7% | 加碼 | – |
| RDNTRadNet, Inc. | COM | 20,000 | $111.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 17,285 | $111.2 萬 | 0.3% | +1,466+9.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 19,505 | $110.8 萬 | 0.3% | +8,866+83.3% | 加碼 | – |
| AXPAmerican Express Co | Stock | 3,562 | $107.7 萬 | 0.3% | +1,377+63.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,508 | $107.1 萬 | 0.3% | +364+2.8% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,500 | $104.7 萬 | 0.3% | +150+11.1% | 加碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $99.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,566 | $98.5 萬 | 0.2% | +492+4.1% | 加碼 | – |
| IONSIonis Pharmaceuticals Inc | COM | 12,961 | $97.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 19,782 | $96.4 萬 | 0.2% | −2,506−11.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,150 | $93.8 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,078 | $93.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 12,283 | $93.4 萬 | 0.2% | −203−1.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,313 | $92.8 萬 | 0.2% | −113−2.6% | 減碼 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,127 | $92.0 萬 | 0.2% | −81−1.9% | 減碼 | – |
| SRESempra | Stock | 9,449 | $91.8 萬 | 0.2% | −421−4.3% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 36,526 | $91.7 萬 | 0.2% | +3,692+11.2% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $90.6 萬 | 0.2% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,481 | $83.8 萬 | 0.2% | +305+14.0% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,486 | $82.3 萬 | 0.2% | +109+1.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,530 | $82.2 萬 | 0.2% | +4,530 | 新進 | – |
| GSGoldman Sachs Group Inc | Stock | 922 | $78.0 萬 | 0.2% | +460+99.6% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,505 | $77.7 萬 | 0.2% | −658−5.4% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,276 | $77.1 萬 | 0.2% | +21+1.7% | 加碼 | 歷史 |
| RSIRush Street Interactive, Inc. | COM | 35,100 | $76.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SNDKSandisk Corp | COM | – | $20.4 萬 |
| iShares Russell 2000 ETF464287655 | ETF | $18.6 萬 | – |
2025 年第 4 季之後清倉（18 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 30,984 | $283.1 萬 | 0.7% | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 40,000 | $222.3 萬 | 0.6% | – |
| SLViShares Silver Trust | ETF | 11,764 | $75.8 萬 | 0.2% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,500 | $66.9 萬 | 0.2% | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 4,582 | $46.0 萬 | 0.1% | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 24,562 | $43.4 萬 | 0.1% | – |
| MELIMercadolibre Inc | COM | 214 | $43.1 萬 | 0.1% | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,597 | $39.6 萬 | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,440 | $34.4 萬 | 0.1% | – |
| TMETencent Music Entertainment Group | SPON ADS | 15,000 | $26.3 萬 | 0.1% | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 2,199 | $25.8 萬 | 0.1% | – |
| iShares Tr464288257 | MSCI ACWI ETF | 1,748 | $24.7 萬 | 0.1% | – |
| DHRDanaher Corp | Stock | 1,076 | $24.6 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 343 | $22.7 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,223 | $21.2 萬 | 0.1% | 歷史 |
| PSNParsons Corp | COM | 3,376 | $20.9 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 621 | $20.5 萬 | 0.1% | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 11,827 | $19.4 萬 | <0.1% | – |