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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | CHARLES SCHWAB CORP | $9.74万 | 0.01% | 1,056 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $9.94万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $10.06万 | 0.01% | 7,288 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE U S QUALITY DIVIDEND GROWTH FUND | $10.09万 | 0.01% | 1,055 | -241 | -18.6% | -$2.30万 | 减仓 |
| SCHA | SCHWAB US | $10.10万 | 0.01% | 2,796 | -152 | -5.2% | -$5,492 | 减仓 |
| IJH | ISHARES CORE | $10.12万 | 0.01% | 1,313 | -48 | -3.5% | -$3,701 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $10.16万 | 0.01% | 583 | 5 | 0.9% | $871 | 加仓 |
| CGMS | CAPITAL GROUP | $10.21万 | 0.01% | 3,735 | 360 | 10.7% | $9,839 | 加仓 |
| — | DOUBLELINE TOTAL RETURN BOND I | $10.35万 | 0.01% | 11,749 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG F | $10.38万 | 0.01% | 2,095 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE | $10.47万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SER TR PRTFLO S&P500 | $10.50万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES | $10.62万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| — | BASTROP TEX 5 29DB LTX DUE 08/01/29 | $10.64万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST | $10.75万 | 0.01% | 1,800 | -300 | -14.3% | -$1.79万 | 减仓 |
| OKE | ONEOK INC | $10.76万 | 0.01% | 1,238 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE | $10.77万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $10.87万 | 0.01% | 1,398 | 0 | 0.0% | — | 不变 |
| — | INVESCO LIMITED TERM CA MUNICIPAL Y | $10.87万 | 0.01% | 34,626 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE MID CAP A | $10.90万 | 0.01% | 1,892 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD INV | $11.00万 | 0.01% | 10,148 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $11.01万 | 0.01% | 5,852 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC CLASS A | $11.07万 | 0.01% | 904 | -80 | -8.1% | -$9,794 | 减仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $11.11万 | 0.01% | 111,085 | -286,059 | -72.0% | -$28.61万 | 减仓 |
| SLV | ISHARES SILVER | $11.18万 | 0.01% | 2,091 | 1,125 | 116.5% | $6.02万 | 加仓 |
| VLO | VALERO ENERGY | $11.20万 | 0.01% | 430 | -469 | -52.2% | -$12.21万 | 减仓 |
| DASH | DOORDASH INC | $11.20万 | 0.01% | 607 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $11.29万 | 0.01% | 181 | -1 | -0.5% | -$624 | 减仓 |
| HYMB | STATE STREET | $11.29万 | 0.01% | 4,439 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG | $11.37万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| — | TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33 | $11.42万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| — | ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35 | $11.49万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $11.50万 | 0.02% | 4,888 | 0 | 0.0% | — | 不变 |
| — | LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34 | $11.51万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $11.53万 | 0.02% | 6,208 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $11.56万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| IFNNY | INFINEON TECHNOLOGIES FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $11.59万 | 0.02% | 1,234 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $11.68万 | 0.02% | 772 | -135 | -14.9% | -$2.04万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LT F | $11.78万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $11.79万 | 0.02% | 240 | -1 | -0.4% | -$491 | 减仓 |
| PTLC | PACER TRENDPILOT | $11.85万 | 0.02% | 2,034 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $11.86万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $11.96万 | 0.02% | 1,384 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $11.97万 | 0.02% | 523 | 2 | 0.4% | $458 | 加仓 |
| IWM | ISHARES RUSSELL | $12.02万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| — | ANIXA BIOSCIENCES | $12.04万 | 0.02% | 43,000 | -4,000 | -8.5% | -$1.12万 | 减仓 |
| HLT | HILTON WORLDWIDE | $12.09万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $12.22万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $12.64万 | 0.02% | 774 | -35 | -4.3% | -$5,716 | 减仓 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $12.64万 | 0.02% | 842 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS INTL GR AND INC A | $12.75万 | 0.02% | 2,565 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $12.79万 | 0.02% | 361 | -11 | -3.0% | -$3,897 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $12.85万 | 0.02% | 514 | -50 | -8.9% | -$1.25万 | 减仓 |
| — | AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36 | $12.94万 | 0.02% | 115,000 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $12.99万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $13.00万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET | $13.03万 | 0.02% | 1,094 | -1,125 | -50.7% | -$13.40万 | 减仓 |
| — | LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 | $13.11万 | 0.02% | 120,000 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE HEALTH SCIENCES | $13.15万 | 0.02% | 1,467 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER | $13.16万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN | $13.16万 | 0.02% | 1,365 | 400 | 41.5% | $3.86万 | 加仓 |
| NKE | NIKE INC CLASS B | $13.19万 | 0.02% | 3,214 | -2,714 | -45.8% | -$11.14万 | 减仓 |
| CIEN | CIENA CORP | $13.25万 | 0.02% | 270 | 210 | 350.0% | $10.30万 | 加仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $13.28万 | 0.02% | 3,850 | 0 | 0.0% | — | 不变 |
| — | INSPIRE CAPITAL | $13.33万 | 0.02% | 4,340 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $13.43万 | 0.02% | 2,760 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINL GROUP CO FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $13.44万 | 0.02% | 2,125 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET | $13.46万 | 0.02% | 2,214 | 1,054 | 90.9% | $6.41万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC | $13.49万 | 0.02% | 9,973 | 9,558 | 2,303.1% | $12.93万 | 加仓 |
| JBL | JABIL INC | $13.53万 | 0.02% | 351 | 12 | 3.5% | $4,626 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS | $13.90万 | 0.02% | 2,163 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $13.91万 | 0.02% | 1,099 | -17 | -1.5% | -$2,152 | 减仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $14.09万 | 0.02% | 1,405 | 250 | 21.6% | $2.51万 | 加仓 |
| FLOT | ISHARES FLOATING | $14.11万 | 0.02% | 2,764 | 411 | 17.5% | $2.10万 | 加仓 |
| ARKW | ARK NEXT | $14.12万 | 0.02% | 975 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $14.23万 | 0.02% | 523 | 0 | 0.0% | — | 不变 |
| — | DFA INVESTMENT GRADE I | $14.30万 | 0.02% | 14,142 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $14.45万 | 0.02% | 10,398 | -4,391 | -29.7% | -$6.10万 | 减仓 |
| SIMO | SILICON MOTION TECHNOL FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $14.50万 | 0.02% | 435 | 40 | 10.1% | $1.33万 | 加仓 |
| — | SCHWAB TOTAL STOCK MARKET INDEX | $14.59万 | 0.02% | 8,017 | 0 | 0.0% | — | 不变 |
| — | FIDELITY 500 INDEX | $14.68万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| — | BAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $14.73万 | 0.02% | 14,193 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE CAP VALUE I | $14.76万 | 0.02% | 2,268 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $14.77万 | 0.02% | 779 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $14.82万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| CFA | VICTORYSHARES US | $14.82万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD SHORT TRM TAX | $15.20万 | 0.02% | 1,500 | 500 | 50.0% | $5.07万 | 加仓 |
| PHO | INVESCO WATER | $15.32万 | 0.02% | 2,218 | 1 | 0.0% | $69 | 加仓 |
| SPDW | STATE STREET | $15.34万 | 0.02% | 3,045 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $15.74万 | 0.02% | 3,284 | -1,146 | -25.9% | -$5.49万 | 减仓 |
| T | AT&T INC | $15.93万 | 0.02% | 7,695 | 200 | 2.7% | $4,140 | 加仓 |
| — | SCHWAB S&P 500 INDEX | $15.99万 | 0.02% | 8,274 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN | $16.03万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $16.05万 | 0.02% | 1,544 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $16.19万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST ALPHA ARCH | $16.39万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH | $16.45万 | 0.02% | 19,400 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW WORLD A | $16.48万 | 0.02% | 1,517 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $16.62万 | 0.02% | 1,097 | 0 | 0.0% | — | 不变 |
| — | ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $16.64万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |