Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 260
- 較 2026 年第 1 季 −2
- 總值
- $4.54 億
- 較 2026 年第 1 季 +$4,860 萬 (+12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 184,506 | $5,339 萬 | 11.7% | +11,773+6.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 94,179 | $1,884 萬 | 4.1% | +4,631+5.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,478 | $1,831 萬 | 4.0% | +250+0.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 26,595 | $1,827 萬 | 4.0% | +2,497+10.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 38,728 | $1,445 萬 | 3.2% | +744+2.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 49,396 | $1,177 萬 | 2.6% | +1,403+2.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,760 | $1,102 萬 | 2.4% | +1,385+10.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 30,699 | $1,097 萬 | 2.4% | −2,066−6.3% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 59,056 | $926.9 萬 | 2.0% | +3,246+5.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,109 | $906.9 萬 | 2.0% | +447+3.8% | 加碼 | – |
| CACICACI International Inc | CL A | 19,469 | $901.9 萬 | 2.0% | −1,847−8.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,149 | $858.1 萬 | 1.9% | −1,172−6.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,921 | $774.2 萬 | 1.7% | +519+2.5% | 加碼 | – |
| WMTWalmart Inc. | Stock | 57,307 | $649.1 萬 | 1.4% | +206+0.4% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,128 | $598.6 萬 | 1.3% | −1,283−13.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 16,453 | $581.3 萬 | 1.3% | +417+2.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,639 | $552.3 萬 | 1.2% | +284+1.5% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 13,807 | $411.3 萬 | 0.9% | +453+3.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 27,146 | $402.6 萬 | 0.9% | +844+3.2% | 加碼 | – |
| ILMNIllumina, Inc. | COM | 22,726 | $399.6 萬 | 0.9% | −12,393−35.3% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 38,147 | $372.3 萬 | 0.8% | +915+2.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 43,134 | $371.6 萬 | 0.8% | −6,984−13.9% | 減碼依 6 比 1 拆股換算 | – |
| ASTHAstrana Health, Inc. | COM NEW | 77,755 | $360.9 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,672 | $343.5 萬 | 0.8% | +25+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 59,582 | $327.8 萬 | 0.7% | −658−1.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,794 | $326.4 萬 | 0.7% | +413+7.7% | 加碼 | 歷史 |
| BMRCBank of Marin Bancorp | COM | 115,484 | $319.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 7,531 | $316.7 萬 | 0.7% | +421+5.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 105,342 | $310.0 萬 | 0.7% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 21,865 | $305.3 萬 | 0.7% | −7,073−24.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,237 | $302.4 萬 | 0.7% | +113+1.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 19,689 | $288.5 萬 | 0.6% | +324+1.7% | 加碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 27,945 | $280.2 萬 | 0.6% | −50−0.2% | 減碼 | 歷史 |
| KFYKorn Ferry | COM NEW | 41,518 | $276.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,289 | $274.6 萬 | 0.6% | −18−0.8% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 11,704 | $265.8 萬 | 0.6% | +15+0.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,091 | $260.6 萬 | 0.6% | +34+0.1% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 31,225 | $258.0 萬 | 0.6% | +526+1.7% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 79,721 | $247.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,232 | $247.3 萬 | 0.5% | +50+0.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 9,734 | $247.2 萬 | 0.5% | −1,581−14.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 40,000 | $241.2 萬 | 0.5% | +40,000 | 新進 | – |
| HDHome Depot, Inc. | Stock | 6,536 | $230.5 萬 | 0.5% | +35+0.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,637 | $228.8 萬 | 0.5% | +30.0% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 15,517 | $227.5 萬 | 0.5% | −1,882−10.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,515 | $223.5 萬 | 0.5% | +111+1.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 64,114 | $217.0 萬 | 0.5% | −1,441−2.2% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,208 | $212.5 萬 | 0.5% | +82+0.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,474 | $211.6 萬 | 0.5% | −2,925−15.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 29,412 | $210.0 萬 | 0.5% | −982−3.2% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 37,598 | $198.4 萬 | 0.4% | +21+0.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,859 | $198.0 萬 | 0.4% | +4+0.2% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 4,776 | $195.6 萬 | 0.4% | −43−0.9% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 27,333 | $194.7 萬 | 0.4% | +8,855+47.9% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,465 | $193.4 萬 | 0.4% | +102+1.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 20,032 | $192.8 萬 | 0.4% | +2,401+13.6% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 11,350 | $186.4 萬 | 0.4% | +415+3.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,200 | $175.3 萬 | 0.4% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 5,100 | $173.9 萬 | 0.4% | +500+10.9% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 61,034 | $169.1 萬 | 0.4% | +237+0.4% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 20,516 | $168.9 萬 | 0.4% | −3,100−13.1% | 減碼 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 24,291 | $168.8 萬 | 0.4% | +7,006+40.5% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 44,124 | $159.4 萬 | 0.4% | −592−1.3% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,819 | $159.2 萬 | 0.4% | +99+0.8% | 加碼依 4 比 1 拆股換算 | – |
| WSMWilliams Sonoma Inc | COM | 6,623 | $154.4 萬 | 0.3% | +25+0.4% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,438 | $153.9 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,764 | $149.7 萬 | 0.3% | +221+6.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,063 | $145.5 萬 | 0.3% | +26+0.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 5,727 | $144.1 萬 | 0.3% | −6,457−53.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,473 | $143.6 萬 | 0.3% | +655+36.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,263 | $141.4 萬 | 0.3% | +133+4.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,778 | $141.2 萬 | 0.3% | −880−18.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,215 | $138.7 萬 | 0.3% | +9,971+137.6% | 加碼依 4 比 1 拆股換算 | – |
| AMGNAmgen Inc | Stock | 3,735 | $135.3 萬 | 0.3% | −61−1.6% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 7,987 | $135.0 萬 | 0.3% | +51+0.6% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 9,370 | $132.9 萬 | 0.3% | +884+10.4% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 35,355 | $130.2 萬 | 0.3% | −750−2.1% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,526 | $129.8 萬 | 0.3% | −114−1.3% | 減碼 | – |
| RDNTRadNet, Inc. | COM | 20,000 | $123.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 10,197 | $121.9 萬 | 0.3% | −1,803−15.0% | 減碼依 8 比 1 拆股換算 | – |
| BACBank of America Corp | Stock | 20,783 | $118.4 萬 | 0.3% | +1,001+5.1% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,530 | $114.3 萬 | 0.3% | 00.0% | 不變 | – |
| ABNBAirbnb, Inc. | Stock | 7,661 | $109.6 萬 | 0.2% | +7,661 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 13,166 | $107.0 萬 | 0.2% | +883+7.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 13,485 | $106.6 萬 | 0.2% | −23−0.2% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 12,829 | $105.5 萬 | 0.2% | +263+2.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 17,655 | $105.4 萬 | 0.2% | +4,495+34.2% | 加碼 | – |
| RSIRush Street Interactive, Inc. | COM | 35,100 | $104.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 35,593 | $103.1 萬 | 0.2% | −933−2.6% | 減碼 | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 25,957 | $103.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,067 | $102.9 萬 | 0.2% | −60−1.5% | 減碼 | – |
| IONSIonis Pharmaceuticals Inc | COM | 12,961 | $102.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,314 | $102.1 萬 | 0.2% | +10.0% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,104 | $100.5 萬 | 0.2% | −377−15.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 992 | $100.3 萬 | 0.2% | +70+7.6% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 851 | $100.0 萬 | 0.2% | +101+13.5% | 加碼 | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 27,508 | $99.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,308 | $93.7 萬 | 0.2% | +3,683+48.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,964 | $92.3 萬 | 0.2% | +459+4.0% | 加碼 | – |
選擇權（15 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 |
|---|---|---|---|
| MUMicron Technology Inc | Stock | – | $46.2 萬 |
| SNDKSandisk Corp | COM | – | $45.5 萬 |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | – | $37.3 萬 |
| LRCXLam Research Corp | Stock | – | $21.7 萬 |
| WDCWestern Digital Corp | COM | – | $19.2 萬 |
| CLSCelestica Inc | Stock | – | $14.6 萬 |
| AAPLApple Inc. | Stock | – | $14.5 萬 |
| LLYEli Lilly & Co | Stock | – | $12.0 萬 |
| GEVGE Vernova Inc. | Stock | – | $11.7 萬 |
| STXSeagate Technology Holdings plc | ORD SHS | – | $9.65 萬 |
| TSLATesla, Inc. | Stock | – | $8.41 萬 |
| AMATApplied Materials Inc | Stock | – | $7.23 萬 |
| NVDANVIDIA Corp | Stock | – | $6.00 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $4.78 萬 |
| AVGOBroadcom Inc. | Stock | – | $3.78 萬 |
2026 年第 1 季之後清倉（27 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MASIMasimo Corp | COM | 24,232 | $431.0 萬 | 1.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G300 | S&P SMLCAP QTY | 40,000 | $219.4 萬 | 0.5% | – |
| HONHoneywell International Inc | COM | 4,150 | $93.8 萬 | 0.2% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,420 | $69.7 萬 | 0.2% | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 6,797 | $68.7 萬 | 0.2% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,665 | $65.0 萬 | 0.2% | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 16,750 | $59.5 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 11,000 | $59.1 萬 | 0.1% | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 22,866 | $55.8 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 9,900 | $50.5 萬 | 0.1% | – |
| CAHCardinal Health Inc | Stock | 2,338 | $49.4 萬 | 0.1% | 歷史 |
| MLIMueller Industries Inc | COM | 3,490 | $38.7 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 10,850 | $35.0 萬 | 0.1% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 6,985 | $34.9 萬 | 0.1% | – |
| NOWServiceNow, Inc. | Stock | 3,020 | $31.6 萬 | 0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 8,135 | $31.3 萬 | 0.1% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,040 | $28.6 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,137 | $27.6 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,760 | $27.0 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 4,927 | $26.0 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 459 | $24.7 萬 | 0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,511 | $22.8 萬 | 0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,410 | $22.2 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,134 | $21.2 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,030 | $20.4 萬 | 0.1% | 歷史 |
| EHIWestern Asset Global High Income Fund Inc. | COM | 10,000 | $5.90 萬 | <0.1% | 歷史 |
| CRBUCaribou Biosciences, Inc. | COM | 19,609 | $3.73 萬 | <0.1% | 歷史 |