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 |
|---|---|---|---|---|---|---|---|---|
| — | LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | $26.55万 | 0.04% | 260,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $26.69万 | 0.04% | 4,046 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN SPCLASS CLASS A | $27.33万 | 0.04% | 849 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $27.92万 | 0.04% | 332 | 230 | 225.5% | $19.34万 | 加仓 |
| CHD | CHURCH & DWIGHT | $28.00万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | $28.27万 | 0.04% | 3,971 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $28.32万 | 0.04% | 5,928 | 1,000 | 20.3% | $4.78万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $28.35万 | 0.04% | 939 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $28.44万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $28.61万 | 0.04% | 1,584 | -284 | -15.2% | -$5.13万 | 减仓 |
| EBAY | EBAY INC | $29.39万 | 0.05% | 3,217 | 1 | 0.0% | $91 | 加仓 |
| EFA | ISHARES MSCI | $29.48万 | 0.05% | 3,035 | 688 | 29.3% | $6.68万 | 加仓 |
| — | KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | $29.75万 | 0.05% | 270,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $29.84万 | 0.05% | 660 | 397 | 151.0% | $17.95万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS | $29.87万 | 0.05% | 6,240 | 100 | 1.6% | $4,787 | 加仓 |
| APP | APPLOVIN CORP | $30.04万 | 0.05% | 775 | 712 | 1,130.2% | $27.60万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $30.05万 | 0.05% | 3,517 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $30.08万 | 0.05% | 428 | -150 | -26.0% | -$10.54万 | 减仓 |
| — | HARBOR CORE PLUS INSTITUTIONAL | $30.33万 | 0.05% | 29,818 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET | $30.38万 | 0.05% | 655 | 100 | 18.0% | $4.64万 | 加仓 |
| GDX | VANECK GOLD | $30.46万 | 0.05% | 3,319 | -7,226 | -68.5% | -$66.32万 | 重新持有 |
| INTC | INTEL CORP | $30.60万 | 0.05% | 6,626 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $31.00万 | 0.05% | 364 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $31.03万 | 0.05% | 1,538 | 0 | 0.0% | — | 不变 |
| — | HARTFORD EQUITY INCOME I | $31.34万 | 0.05% | 15,630 | 5,396 | 52.7% | $10.82万 | 加仓 |
| SO | SOUTHERN COMPANY | $31.77万 | 0.05% | 3,286 | -9 | -0.3% | -$870 | 减仓 |
| DE | DEERE & CO | $31.78万 | 0.05% | 561 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $32.58万 | 0.05% | 4,042 | 1,205 | 42.5% | $9.71万 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL | $33.21万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $33.33万 | 0.05% | 4,631 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES | $33.49万 | 0.05% | 55,350 | 6,250 | 12.7% | $3.78万 | 加仓 |
| XLU | STATE STREET | $33.65万 | 0.05% | 7,286 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $33.70万 | 0.05% | 3,281 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.41万 | 0.06% | 3,025 | -117 | -3.7% | -$1.41万 | 减仓 |
| MPC | MARATHON PETROLEUM | $36.53万 | 0.06% | 1,499 | 0 | 0.0% | — | 不变 |
| — | KAZIA THERAPEUTICS | $37.52万 | 0.06% | 50,425 | 19,550 | 63.3% | $14.55万 | 加仓 |
| EOG | EOG RESOURCES | $37.78万 | 0.06% | 2,630 | 1,280 | 94.8% | $18.39万 | 加仓 |
| GLW | CORNING INC | $38.03万 | 0.06% | 2,762 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $38.07万 | 0.06% | 3,715 | 2,000 | 116.6% | $20.50万 | 加仓 |
| SBND | COLUMBIA SHORT | $38.79万 | 0.06% | 20,650 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB CO | $39.13万 | 0.06% | 6,473 | -148 | -2.2% | -$8,948 | 减仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $39.71万 | 0.06% | 397,144 | -360,000 | -47.5% | -$36.00万 | 减仓 |
| XCEM | COLUMBIA EM | $39.92万 | 0.06% | 9,783 | 5,108 | 109.3% | $20.84万 | 加仓 |
| QUAL | ISHARES MSCI | $40.42万 | 0.06% | 2,096 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS TAX-EXEMPT BOND F2 | $40.45万 | 0.06% | 32,571 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR | $40.46万 | 0.06% | 5,100 | -150 | -2.9% | -$1.19万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE-TRADED F EQUITY | $40.53万 | 0.06% | 7,170 | 500 | 7.5% | $2.83万 | 加仓 |
| — | FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | $40.58万 | 0.06% | 55,743 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.70万 | 0.06% | 1,314 | 53 | 4.2% | $1.64万 | 加仓 |
| — | DWS GLOBAL MACRO S | $40.90万 | 0.06% | 36,099 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $41.70万 | 0.06% | 2,683 | -1 | -0.0% | -$155 | 减仓 |
| SPYM | STATE STREET | $41.85万 | 0.06% | 5,458 | -86 | -1.6% | -$6,594 | 减仓 |
| XLI | STATE STREET | $42.40万 | 0.06% | 2,614 | 100 | 4.0% | $1.62万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $42.54万 | 0.07% | 7,654 | -253 | -3.2% | -$1.41万 | 减仓 |
| — | ARISTOTLE STRATEGIC INCOME I-2 | $42.62万 | 0.07% | 40,629 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $42.99万 | 0.07% | 1,426 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS MID CAP | $43.01万 | 0.07% | 1,496 | 130 | 9.5% | $3.74万 | 加仓 |
| GE | GE AEROSPACE | $43.24万 | 0.07% | 1,527 | -184 | -10.8% | -$5.21万 | 减仓 |
| SMCI | SUPER MICRO | $43.35万 | 0.07% | 18,830 | 3,488 | 22.7% | $8.03万 | 加仓 |
| GTOQ | INVESCO HIGH | $43.46万 | 0.07% | 19,700 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $43.61万 | 0.07% | 22,700 | -214 | -0.9% | -$4,111 | 减仓 |
| PFE | PFIZER INC | $45.44万 | 0.07% | 16,163 | -395 | -2.4% | -$1.11万 | 减仓 |
| — | FIRST EAGLE GLOBAL I | $47.54万 | 0.07% | 5,750 | 2,247 | 64.1% | $18.58万 | 加仓 |
| — | FIDELITY ADVISOR INVESTMENT GR BD I | $47.76万 | 0.07% | 65,786 | 61,556 | 1,455.2% | $44.69万 | 加仓 |
| BIIB | BIOGEN INC | $47.79万 | 0.07% | 2,637 | 125 | 5.0% | $2.27万 | 加仓 |
| TBIL | RBB FD INC US TREAS 3 | $48.86万 | 0.07% | 9,800 | 4,050 | 70.4% | $20.19万 | 加仓 |
| GEV | GE VERNOVA | $49.23万 | 0.08% | 557 | 124 | 28.6% | $10.96万 | 加仓 |
| VGT | VANGUARD INFORMATION | $49.80万 | 0.08% | 711 | -20 | -2.7% | -$1.40万 | 减仓 |
| GRMN | GARMIN LTD | $49.97万 | 0.08% | 2,150 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $50.62万 | 0.08% | 5,250 | -264 | -4.8% | -$2.55万 | 减仓 |
| — | TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 | $50.79万 | 0.08% | 500,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD COM | $50.93万 | 0.08% | 1,503 | -47 | -3.0% | -$1.59万 | 减仓 |
| — | VANGUARD CA INTERM-TERM TAX-EXEMPT ADM | $51.83万 | 0.08% | 45,185 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD I | $52.04万 | 0.08% | 48,405 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH | $52.47万 | 0.08% | 1,201 | 20 | 1.7% | $8,738 | 加仓 |
| HD | HOME DEPOT INC | $52.86万 | 0.08% | 1,617 | -74 | -4.4% | -$2.42万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $53.22万 | 0.08% | 11,765 | -424 | -3.5% | -$1.92万 | 减仓 |
| — | SCHWAB TREASURY OBLIG MONEY INV | $53.73万 | 0.08% | 537,341 | -66,368 | -11.0% | -$6.64万 | 减仓 |
| MDYG | STATE STREET | $54.22万 | 0.08% | 5,650 | 4,063 | 256.0% | $38.99万 | 加仓 |
| KO | THE COCA-COLA CO | $54.56万 | 0.08% | 7,147 | 196 | 2.8% | $1.50万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $55.12万 | 0.08% | 11,037 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES | $56.78万 | 0.09% | 3,848 | 2,696 | 234.0% | $39.78万 | 加仓 |
| ATOM | ATOMERA INC | $57.48万 | 0.09% | 150,877 | 1,430 | 1.0% | $5,448 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $57.66万 | 0.09% | 2,936 | 1,784 | 154.9% | $35.03万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.66万 | 0.09% | 1,605 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CORE BOND I | $58.44万 | 0.09% | 56,464 | 47,893 | 558.8% | $49.57万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR A | $60.88万 | 0.09% | 7,800 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $61.49万 | 0.09% | 3,745 | 3,147 | 526.3% | $51.67万 | 加仓 |
| JNK | STATE STREET | $62.22万 | 0.10% | 6,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE | $62.37万 | 0.10% | 954 | 26 | 2.8% | $1.70万 | 加仓 |
| — | EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 | $62.47万 | 0.10% | 600,000 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW | $62.56万 | 0.10% | 9,685 | -190 | -1.9% | -$1.23万 | 减仓 |
| TCAF | T ROWE | $63.26万 | 0.10% | 17,775 | -225 | -1.2% | -$8,008 | 重新持有 |
| ETR | ENTERGY CORP NEW | $63.88万 | 0.10% | 5,615 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $64.72万 | 0.10% | 3,141 | -20 | -0.6% | -$4,121 | 减仓 |
| DLX | DELUXE CORP | $67.65万 | 0.10% | 24,565 | -6,070 | -19.8% | -$16.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $67.71万 | 0.10% | 4,698 | -108 | -2.2% | -$1.56万 | 减仓 |
| CGDG | CAPITAL GROUP | $69.26万 | 0.11% | 19,290 | 3,265 | 20.4% | $11.72万 | 加仓 |
| IYY | ISHARES DOW | $70.35万 | 0.11% | 4,440 | 1,195 | 36.8% | $18.93万 | 加仓 |
| TLT | ISHARES TR 20 PLUS YR TR BD | $70.36万 | 0.11% | 8,115 | 3,020 | 59.3% | $26.18万 | 加仓 |