Westside Investment Management, Inc.
SANTA MONICA CA · SEC CIK 0001538383
$7.61亿2026Q2 申报市值
1,446持仓数
24.1%前十大占比 · 第一大 3.5%
59 / 90新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HROW 加仓+$161.92万
SCHWAB MUNICIPAL 加仓+$152.50万
INTU 加仓+$130.81万
TRMB 加仓+$123.07万
SCHWAB TREASURY 加仓+$85.98万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$336.72万
TPC 减仓-$166.48万
ETON 减仓-$133.05万
BALANCED POOL 减仓-$108.33万
JPST 减仓-$102.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP OH | $6.05万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| TBCH | TURTLE BEACH | $6.10万 | 0.01% | 4,900 | -600 | -10.9% | -$7,470 | 减仓 |
| SPGI | S&P GLOBAL INC | $6.11万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $6.17万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC F | $6.20万 | 0.01% | 170 | 70 | 70.0% | $2.55万 | 加仓 |
| IGPT | INVESCO NEXT | $6.25万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR | $6.25万 | 0.01% | 1,531 | 0 | 0.0% | — | 不变 |
| — | AIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $6.26万 | 0.01% | 1,126 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $6.28万 | 0.01% | 161 | -3 | -1.8% | -$1,170 | 减仓 |
| SLF | SUN LIFE FINL INC F | $6.28万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST | $6.33万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES | $6.35万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $6.45万 | 0.01% | 3,600 | 100 | 2.9% | $1,793 | 加仓 |
| — | IBERDROLA S A F | $6.53万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $6.58万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $6.60万 | 0.01% | 1,491 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY | $6.65万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6.66万 | 0.01% | 4,595 | -55 | -1.2% | -$797 | 减仓 |
| NUE | NUCOR CORP | $6.68万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH | $6.74万 | 0.01% | 818 | 1 | 0.1% | $82 | 加仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $6.79万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP | $6.80万 | 0.01% | 82 | 20 | 32.3% | $1.66万 | 加仓 |
| MLI | MUELLER INDS | $6.81万 | 0.01% | 554 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $6.88万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| — | MFS MASSACHUSETTS INV GR ETF A | $6.93万 | 0.01% | 1,721 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME | $6.94万 | 0.01% | 6,000 | -3,500 | -36.8% | -$4.05万 | 减仓 |
| ASX | ASE TECHNOLOGY | $6.97万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE | $7.03万 | 0.01% | 518 | -1,112 | -68.2% | -$15.08万 | 减仓 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $7.04万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $7.09万 | 0.01% | 2,442 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE SMALL-CAP STOCK I | $7.17万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| — | HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.20万 | 0.01% | 2,604 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL | $7.20万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U S | $7.22万 | 0.01% | 630 | 250 | 65.8% | $2.87万 | 加仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIO | $7.23万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $7.24万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| — | DFA EMERGING MARKETS CORE EQUITY 2 I | $7.24万 | 0.01% | 2,065 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI | $7.24万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SPBO | STATE STREET | $7.26万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7.27万 | 0.01% | 778 | -7 | -0.9% | -$654 | 减仓 |
| DIAL | COLUMBIA DIVERSIFIED | $7.27万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $7.41万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTL | $7.47万 | 0.01% | 1,958 | 0 | 0.0% | — | 不变 |
| — | INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $7.49万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $7.49万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PFD | $7.49万 | 0.01% | 2,458 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U S | $7.52万 | 0.01% | 590 | 150 | 34.1% | $1.91万 | 加仓 |
| NVS | NOVARTIS AG F | $7.59万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| — | DFA INTERNATIONAL CORE EQUITY 2 I | $7.62万 | 0.01% | 3,471 | 0 | 0.0% | — | 不变 |
| — | COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.62万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $7.67万 | 0.01% | 229 | -50 | -17.9% | -$1.67万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $7.71万 | 0.01% | 858 | 0 | 0.0% | — | 不变 |
| — | MFS MID CAP VALUE A | $7.72万 | 0.01% | 2,277 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.74万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS AMCAP A | $7.77万 | 0.01% | 1,723 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P | $7.86万 | 0.01% | 615 | 15 | 2.5% | $1,916 | 加仓 |
| JCI | JOHNSON CONTROLS INT F | $7.92万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY | $7.93万 | 0.01% | 262 | 30 | 12.9% | $9,081 | 加仓 |
| VEU | VANGUARD FTSE | $7.94万 | 0.01% | 948 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW WORLD F1 | $8.04万 | 0.01% | 746 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $8.07万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8.08万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTL | $8.09万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $8.11万 | 0.01% | 1,838 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $8.22万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH | $8.24万 | 0.01% | 3,200 | 3,200 | — | $8.24万 | 新建仓 |
| TMUS | T-MOBILE US INC | $8.27万 | 0.01% | 493 | -21 | -4.1% | -$3,522 | 减仓 |
| CMI | CUMMINS INC | $8.27万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $8.34万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR BALANCED FD A | $8.48万 | 0.01% | 2,399 | 0 | 0.0% | — | 不变 |
| MOO | VANECK AGRIBUSINESS | $8.50万 | 0.01% | 1,072 | 250 | 30.4% | $1.98万 | 加仓 |
| COIN | COINBASE GLOBAL | $8.52万 | 0.01% | 583 | -1 | -0.2% | -$146 | 减仓 |
| SCZ | ISHARES MSCI | $8.56万 | 0.01% | 1,041 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS INVMT CO OF AMER A | $8.61万 | 0.01% | 1,261 | 4 | 0.3% | $273 | 加仓 |
| IVW | ISHARES S&P | $8.66万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $8.68万 | 0.01% | 2,450 | -50 | -2.0% | -$1,772 | 减仓 |
| JETS | U S GLOBAL | $8.72万 | 0.01% | 2,625 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $8.74万 | 0.01% | 392 | 1 | 0.3% | $223 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $8.79万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE | $8.83万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTURY | $8.85万 | 0.01% | 1,890 | 150 | 8.6% | $7,028 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $8.89万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $8.95万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| — | GQG PARTNERS EMERGING MARKETS EQUITYINST | $8.97万 | 0.01% | 4,839 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE SMALL-CAP STOCK | $9.03万 | 0.01% | 1,319 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $9.06万 | 0.01% | 210 | -100 | -32.3% | -$4.31万 | 减仓 |
| — | DFA US SMALL CAP VALUE I | $9.07万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $9.09万 | 0.01% | 2,146 | 100 | 4.9% | $4,234 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $9.19万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR GLOBAL COMMODITY ETF I | $9.21万 | 0.01% | 3,651 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $9.21万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $9.30万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.38万 | 0.01% | 1,698 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL | $9.42万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.44万 | 0.01% | 1,570 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS | $9.54万 | 0.01% | 1,170 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TR DEFINED WLT | $9.60万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $9.70万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD F | $9.71万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR NEW INSIGHTS I | $9.73万 | 0.01% | 1,772 | 480 | 37.2% | $2.64万 | 加仓 |