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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES | $16.65万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN | $16.70万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $16.94万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| — | LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 | $17.01万 | 0.02% | 165,000 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNITIES | $17.49万 | 0.02% | 15,000 | -5,000 | -25.0% | -$5.83万 | 减仓 |
| IWB | ISHARES RUSSELL | $17.61万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO | $17.65万 | 0.02% | 108,300 | 0 | 0.0% | — | 不变 |
| — | DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 | $17.88万 | 0.02% | 160,000 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $18.03万 | 0.02% | 1,380 | -60 | -4.2% | -$7,839 | 减仓 |
| APH | AMPHENOL CORP NEW CLASS A | $18.14万 | 0.02% | 1,029 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS SMALLCAP WORLD A | $18.43万 | 0.02% | 2,143 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE | $18.48万 | 0.02% | 4,215 | 50 | 1.2% | $2,193 | 加仓 |
| IJS | ISHARES S&P | $18.51万 | 0.02% | 1,354 | 5 | 0.4% | $683 | 加仓 |
| UI | UBIQUITI INC | $18.53万 | 0.02% | 347 | 15 | 4.5% | $8,010 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $18.56万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ | $18.58万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUND | $18.92万 | 0.02% | 4,391 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $18.95万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | $19.10万 | 0.03% | 2,169 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE EUROPE | $19.13万 | 0.03% | 3,356 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $19.16万 | 0.03% | 869 | 2 | 0.2% | $441 | 加仓 |
| DSI | ISHARES ESG | $19.29万 | 0.03% | 1,355 | 0 | 0.0% | — | 不变 |
| — | PGIM TOTAL RETURN BOND Z | $19.58万 | 0.03% | 16,299 | 8,393 | 106.2% | $10.08万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $19.84万 | 0.03% | 1,168 | 0 | 0.0% | — | 不变 |
| — | LANTERN PHARMA | $19.95万 | 0.03% | 47,850 | -2,200 | -4.4% | -$9,174 | 减仓 |
| — | AMERICAN CENTURY DIVERSIFIED BOND INV | $20.01万 | 0.03% | 21,897 | 151 | 0.7% | $1,380 | 加仓 |
| — | ARISTOTLE CORE INCOME I-2 | $20.03万 | 0.03% | 20,774 | 158 | 0.8% | $1,523 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $20.21万 | 0.03% | 2,095 | -39 | -1.8% | -$3,762 | 减仓 |
| DAL | DELTA AIRLINES | $20.23万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN | $20.32万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN | $20.33万 | 0.03% | 3,600 | -3,570 | -49.8% | -$20.16万 | 减仓 |
| ESLT | ELBIT SYSTEMS LTD F | $20.49万 | 0.03% | 270 | 25 | 10.2% | $1.90万 | 加仓 |
| — | DFA US LARGE COMPANY I | $20.53万 | 0.03% | 4,124 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $20.55万 | 0.03% | 272 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE | $20.68万 | 0.03% | 2,902 | 500 | 20.8% | $3.56万 | 加仓 |
| — | BLACKROCK CALIFORNIA MUNI OPPS INSTL | $20.70万 | 0.03% | 17,175 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $20.71万 | 0.03% | 3,055 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY | $20.73万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | $20.87万 | 0.03% | 3,118 | 16 | 0.5% | $1,071 | 加仓 |
| IEF | ISHARES 7-10YR | $21.04万 | 0.03% | 2,224 | 3 | 0.1% | $284 | 加仓 |
| SPSB | STATE STREET | $21.31万 | 0.03% | 7,099 | 1,988 | 38.9% | $5.97万 | 加仓 |
| IWN | ISHARES RUSSELL | $21.35万 | 0.03% | 965 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST | $22.07万 | 0.03% | 4,552 | -348 | -7.1% | -$1.69万 | 减仓 |
| MA | MASTERCARD INC CLASS A | $22.29万 | 0.03% | 434 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $22.31万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| — | DFA US CORE EQUITY 2 I | $22.36万 | 0.03% | 4,522 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $22.41万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U S | $22.66万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U S DIVIDEND EQUITY ETF | $22.75万 | 0.03% | 7,175 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $23.13万 | 0.03% | 2,172 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $23.24万 | 0.03% | 4,018 | 231 | 6.1% | $1.34万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $23.46万 | 0.03% | 1,715 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.47万 | 0.03% | 2,674 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR SMALL CAP VALUE A | $23.90万 | 0.03% | 9,684 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | $23.92万 | 0.03% | 3,166 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD | $25.05万 | 0.03% | 3,319 | 0 | 0.0% | — | 不变 |
| — | FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | $25.11万 | 0.03% | 240,000 | 0 | 0.0% | — | 不变 |
| TXUE | THORNBURG INTERNATIONAL EQUITY ETF | $25.12万 | 0.03% | 7,278 | 0 | 0.0% | — | 不变 |
| PPH | VANECK PHARMACEUTICAL ETF | $25.71万 | 0.03% | 2,351 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $26.07万 | 0.03% | 362 | 70 | 24.0% | $5.04万 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $26.13万 | 0.03% | 3,868 | 0 | 0.0% | — | 不变 |
| — | DEER PK TEX 4 32DB LTX DUE 03/15/32 | $26.18万 | 0.03% | 250,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $26.25万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| — | BALANCED POOL | $26.40万 | 0.03% | 2,578 | -10,580 | -80.4% | -$108.33万 | 减仓 |
| — | LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | $26.40万 | 0.03% | 260,000 | 0 | 0.0% | — | 不变 |
| — | AUBURN ME 4 30GO UTX DUE 11/01/30 | $26.41万 | 0.03% | 250,000 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS | $26.59万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $26.73万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $26.73万 | 0.04% | 4,760 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $26.95万 | 0.04% | 1,594 | 10 | 0.6% | $1,691 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $28.10万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $28.37万 | 0.04% | 3,500 | -200 | -5.4% | -$1.62万 | 减仓 |
| — | AMERICAN FUNDS AMERICAN MUTUAL A | $28.39万 | 0.04% | 4,414 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $28.41万 | 0.04% | 3,748 | 2 | 0.1% | $152 | 加仓 |
| VOO | VANGUARD S&P | $28.43万 | 0.04% | 414 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $29.06万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS EMERG MKT BD | $29.23万 | 0.04% | 4,347 | 500 | 13.0% | $3.36万 | 加仓 |
| MO | ALTRIA GROUP | $29.54万 | 0.04% | 4,106 | 60 | 1.5% | $4,317 | 加仓 |
| — | KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | $29.67万 | 0.04% | 270,000 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK OF CANADA F | $29.76万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $29.77万 | 0.04% | 3,281 | 0 | 0.0% | — | 不变 |
| — | HARBOR CORE PLUS INSTITUTIONAL | $30.21万 | 0.04% | 29,818 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | $30.22万 | 0.04% | 3,697 | -274 | -6.9% | -$2.24万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $30.99万 | 0.04% | 6,836 | -450 | -6.2% | -$2.04万 | 减仓 |
| IBM | IBM CORP | $31.41万 | 0.04% | 1,117 | 200 | 21.8% | $5.62万 | 加仓 |
| SO | SOUTHERN CO | $31.45万 | 0.04% | 3,286 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $31.76万 | 0.04% | 939 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $32.39万 | 0.04% | 1,476 | -620 | -29.6% | -$13.60万 | 减仓 |
| DBA | INVESCO DB | $32.40万 | 0.04% | 12,149 | 3,425 | 39.3% | $9.14万 | 加仓 |
| EFA | ISHARES MSCI | $33.09万 | 0.04% | 3,185 | 150 | 4.9% | $1.56万 | 加仓 |
| — | HARTFORD EQUITY INCOME I | $33.12万 | 0.04% | 15,649 | 19 | 0.1% | $402 | 加仓 |
| CRSP | CRISPR THERAPEUTICS | $33.49万 | 0.04% | 6,140 | -100 | -1.6% | -$5,454 | 减仓 |
| MSGK | MADISON SQUARE | $34.12万 | 0.04% | 849 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $34.12万 | 0.04% | 2,630 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $34.19万 | 0.04% | 3,059 | -158 | -4.9% | -$1.77万 | 减仓 |
| HPQ | HP INC | $34.45万 | 0.05% | 15,700 | -7,000 | -30.8% | -$15.36万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $34.67万 | 0.05% | 3,517 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC REIT | $34.91万 | 0.05% | 1,538 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP | $35.19万 | 0.05% | 14,735 | -9,830 | -40.0% | -$23.47万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $35.62万 | 0.05% | 3,300 | -100 | -2.9% | -$1.08万 | 减仓 |