Westside Investment Management, Inc.
SANTA MONICA CA · SEC CIK 0001538383
$6.53亿2026Q1 申报市值
1,477持仓数
24.4%前十大占比 · 第一大 3.7%
46 / 83新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$1,029.37万
WISDOMTREE U S 加仓+$238.46万
AAPL 加仓+$192.57万
ADBE 加仓+$189.50万
IAU 加仓+$178.68万
2026Q1 卖出最多 按季末市值估算
SCHWAB PRIME ADV 减仓-$291.18万
SCHWAB MUNICIPAL 减仓-$254.00万
GLD 减仓-$142.85万
COHR 减仓-$103.88万
MU 减仓-$97.29万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | OTSUKA HLDGS CO LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $5.08万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA A FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5.08万 | 0.01% | 2,316 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $5.09万 | 0.01% | 244 | 130 | 114.0% | $2.71万 | 加仓 |
| ENPH | ENPHASE ENERGY | $5.10万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $5.11万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $5.13万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $5.14万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $5.17万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U S | $5.18万 | 0.01% | 440 | 40 | 10.0% | $4,706 | 加仓 |
| ULTA | ULTA BEAUTY | $5.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING SPECIAL LARGE CAP VALUE INST | $5.24万 | 0.01% | 3,628 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $5.25万 | 0.01% | 322 | -3 | -0.9% | -$489 | 减仓 |
| HDV | ISHARES CORE | $5.25万 | 0.01% | 387 | 0 | 0.0% | — | 不变 |
| — | LYNAS RARE EARTHS ADR F | $5.30万 | 0.01% | 3,859 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC REIT | $5.30万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| — | HARVEST-MONROVIA WT 5 29WRSR UTIL DUE 04/01/29 | $5.32万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS | $5.36万 | 0.01% | 1,170 | -80 | -6.4% | -$3,666 | 减仓 |
| — | AIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $5.38万 | 0.01% | 1,126 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5.40万 | 0.01% | 858 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OH | $5.41万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $5.49万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $5.53万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $5.55万 | 0.01% | 3,500 | 200 | 6.1% | $3,172 | 加仓 |
| IMO | IMPERIAL OIL LTD F | $5.56万 | 0.01% | 426 | 0 | 0.0% | — | 不变 |
| IFNNY | INFINEON TECHNOLOGIES FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5.57万 | 0.01% | 1,234 | 0 | 0.0% | — | 不变 |
| TBCH | TURTLE BEACH | $5.58万 | 0.01% | 5,500 | -1,000 | -15.4% | -$1.01万 | 减仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $5.60万 | 0.01% | 2,500 | 2,500 | — | $5.60万 | 新建仓 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD COM | $5.62万 | 0.01% | 991 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES | $5.63万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $5.64万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTL | $5.70万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| — | MITSUBISHI ESTATE LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5.73万 | 0.01% | 2,030 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO NATIONAL | $5.75万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5.76万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH | $5.77万 | 0.01% | 817 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $5.86万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | NASPERS LTD FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $5.93万 | 0.01% | 5,720 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CLASS A | $5.99万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6.05万 | 0.01% | 2,860 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP | $6.09万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR NEW INSIGHTS I | $6.09万 | 0.01% | 1,292 | 5 | 0.4% | $236 | 加仓 |
| MLI | MUELLER INDS | $6.14万 | 0.01% | 554 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE SMALL-CAP STOCK I | $6.15万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| — | IBERDROLA S A FSPONSORED ADR 1 ADR REPS 4 ORD COM | $6.17万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $6.18万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS | $6.20万 | 0.01% | 4,650 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY | $6.22万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CLASS A | $6.23万 | 0.01% | 2,191 | -135 | -5.8% | -$3,838 | 减仓 |
| — | DFA EMERGING MARKETS CORE EQUITY 2 I | $6.25万 | 0.01% | 2,065 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK | $6.26万 | 0.01% | 2,442 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $6.26万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM | $6.32万 | 0.01% | 1,491 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $6.40万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $6.42万 | 0.01% | 1,068 | 225 | 26.7% | $1.35万 | 加仓 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $6.46万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $6.47万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| JETS | U S GLOBAL | $6.47万 | 0.01% | 2,625 | 0 | 0.0% | — | 不变 |
| — | ETF MASSACHUSETTS INV GR STK A | $6.52万 | 0.01% | 1,721 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET | $6.56万 | 0.01% | 1,160 | -278 | -19.3% | -$1.57万 | 减仓 |
| SLV | ISHARES SILVER | $6.58万 | 0.01% | 966 | 280 | 40.8% | $1.91万 | 加仓 |
| FDL | FIRST TRUST | $6.60万 | 0.01% | 1,300 | 0 | 0.0% | — | 重新持有 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $6.66万 | 0.01% | 1,600 | -455 | -22.1% | -$1.89万 | 减仓 |
| CRBN | ISHARES LOW | $6.68万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD COM | $6.72万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $6.72万 | 0.01% | 5,852 | 2,500 | 74.6% | $2.87万 | 加仓 |
| WF | WOORI FINL GROUP INC FUNSPONSORED ADR 1 ADR REPS 3 ORD COM | $6.76万 | 0.01% | 1,024 | 0 | 0.0% | — | 不变 |
| — | LANTERN PHARMA | $6.86万 | 0.01% | 50,050 | 14,150 | 39.4% | $1.94万 | 加仓 |
| — | AMERICAN FUNDS NEW WORLD F1 | $6.88万 | 0.01% | 746 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P | $6.89万 | 0.01% | 600 | 500 | 500.0% | $5.75万 | 加仓 |
| MOO | VANECK AGRIBUSINESS | $6.95万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| — | ETF MID CAP VALUE A | $6.96万 | 0.01% | 2,277 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI | $6.96万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD COM | $6.96万 | 0.01% | 1,478 | -102 | -6.5% | -$4,806 | 减仓 |
| VRT | VERTIV HOLDINGS | $6.99万 | 0.01% | 279 | -56 | -16.7% | -$1.40万 | 重新持有 |
| DY | DYCOM INDUSTRIES | $7.12万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE | $7.12万 | 0.01% | 948 | 145 | 18.1% | $1.09万 | 加仓 |
| IVW | ISHARES S&P | $7.13万 | 0.01% | 630 | 75 | 13.5% | $8,483 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $7.16万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC CLASS CLASS A | $7.18万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $7.19万 | 0.01% | 542 | -200 | -27.0% | -$2.65万 | 减仓 |
| — | ELECTRONIC ARTS | $7.20万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| DIAL | COLUMBIA DIVERSIFIED | $7.23万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| — | MITSUI & CO LTD FSPONSORED ADR 1 ADR REPS 20 ORD COM | $7.23万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| SPBO | STATE STREET | $7.26万 | 0.01% | 2,500 | 836 | 50.2% | $2.43万 | 重新持有 |
| — | DFA INTERNATIONAL CORE EQUITY 2 I | $7.29万 | 0.01% | 3,471 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS AMCAP A | $7.31万 | 0.01% | 1,723 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTL | $7.32万 | 0.01% | 1,958 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $7.35万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $7.40万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PFD | $7.45万 | 0.01% | 2,458 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD COM | $7.46万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $7.47万 | 0.01% | 1,630 | 200 | 14.0% | $9,160 | 加仓 |
| — | AMERICAN FUNDS INVMT CO OF AMER A | $7.53万 | 0.01% | 1,257 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTL | $7.54万 | 0.01% | 880 | 880 | — | $7.54万 | 新建仓 |
| TIP | ISHARES TIPS | $7.60万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR BALANCED FD A | $7.60万 | 0.01% | 2,399 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $7.67万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE | $7.74万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE SMALL-CAP STOCK | $7.75万 | 0.01% | 1,319 | 0 | 0.0% | — | 不变 |
| — | HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $7.78万 | 0.01% | 2,604 | 0 | 0.0% | — | 不变 |