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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $35.66万 | 0.05% | 562 | 1 | 0.2% | $634 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $36.25万 | 0.05% | 694 | 39 | 6.0% | $2.04万 | 加仓 |
| PEP | PEPSICO INC | $36.34万 | 0.05% | 2,684 | 1 | 0.0% | $135 | 加仓 |
| AXON | AXON ENTERPRISE | $36.44万 | 0.05% | 650 | 308 | 90.1% | $17.27万 | 加仓 |
| LITE | LUMENTUM HOLDINGS | $36.73万 | 0.05% | 428 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $36.77万 | 0.05% | 4,631 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $36.81万 | 0.05% | 364 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.17万 | 0.05% | 1,375 | 61 | 4.6% | $1.65万 | 加仓 |
| NOW | SERVICENOW INC | $37.78万 | 0.05% | 3,805 | 90 | 2.4% | $8,935 | 加仓 |
| SPCX | SPACE EXPLORATION | $38.19万 | 0.05% | 2,235 | 2,235 | — | $38.19万 | 新建仓 |
| MPC | MARATHON PETE CORP | $38.32万 | 0.05% | 1,499 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $38.70万 | 0.05% | 2,563 | 2,563 | — | $38.70万 | 新建仓 |
| SBND | COLUMBIA SHORT | $38.81万 | 0.05% | 20,650 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $38.89万 | 0.05% | 3,026 | 1 | 0.0% | $129 | 加仓 |
| IGM | ISHARES EXPANDED | $39.26万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $39.30万 | 0.05% | 16,318 | 155 | 1.0% | $3,733 | 加仓 |
| BMY | BRISTOL MYERS | $39.67万 | 0.05% | 6,884 | 411 | 6.3% | $2.37万 | 加仓 |
| CRWV | COREWEAVE INC | $39.72万 | 0.05% | 3,990 | 700 | 21.3% | $6.97万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES | $40.60万 | 0.05% | 70,000 | 14,650 | 26.5% | $8.50万 | 加仓 |
| — | AMERICAN FUNDS TAX-EXEMPT BOND F2 | $40.94万 | 0.05% | 32,571 | 0 | 0.0% | — | 不变 |
| — | PUTNAM FRANKLIN | $41.36万 | 0.05% | 55,743 | 0 | 0.0% | — | 不变 |
| — | DWS GLOBAL MACRO S | $41.73万 | 0.05% | 36,099 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $42.35万 | 0.06% | 4,389 | 347 | 8.6% | $3.35万 | 加仓 |
| — | ARISTOTLE STRATEGIC INCOME I-2 | $42.58万 | 0.06% | 40,629 | 0 | 0.0% | — | 不变 |
| GTOQ | INVESCO HIGH | $44.01万 | 0.06% | 19,700 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $44.05万 | 0.06% | 855 | 80 | 10.3% | $4.12万 | 加仓 |
| — | FIDELITY ADVISOR INVESTMENT GR BD I | $47.56万 | 0.06% | 65,786 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $48.43万 | 0.06% | 2,614 | 0 | 0.0% | — | 不变 |
| — | FIRST EAGLE GLOBAL I | $48.81万 | 0.06% | 5,750 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $49.96万 | 0.07% | 5,685 | 227 | 4.2% | $1.99万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $50.00万 | 0.07% | 11,579 | -186 | -1.6% | -$8,032 | 减仓 |
| IMCG | ISHARES MORNINGSTAR | $50.13万 | 0.07% | 5,100 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $50.33万 | 0.07% | 1,467 | 41 | 2.9% | $1.41万 | 加仓 |
| — | TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 | $50.48万 | 0.07% | 500,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $50.53万 | 0.07% | 5,250 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $51.07万 | 0.07% | 2,150 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $51.36万 | 0.07% | 6,374 | 390 | 6.5% | $3.14万 | 加仓 |
| MDT | MEDTRONIC PLC F | $51.62万 | 0.07% | 6,599 | -8,683 | -56.8% | -$67.93万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $51.69万 | 0.07% | 7,879 | -10,055 | -56.1% | -$65.97万 | 减仓 |
| — | VANGUARD CA INTERM-TERM TAX-EXEMPT ADM | $52.23万 | 0.07% | 45,185 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA EM | $52.26万 | 0.07% | 9,883 | 100 | 1.0% | $5,288 | 加仓 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD I | $52.47万 | 0.07% | 48,405 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $53.72万 | 0.07% | 3,241 | 100 | 3.2% | $1.66万 | 加仓 |
| TBIL | F/M U S | $53.85万 | 0.07% | 10,800 | 1,000 | 10.2% | $4.99万 | 加仓 |
| CGIC | CAPITAL GROUP | $54.89万 | 0.07% | 15,085 | 7,425 | 96.9% | $27.02万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $55.83万 | 0.07% | 11,037 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $55.95万 | 0.07% | 1,497 | -30 | -2.0% | -$1.12万 | 减仓 |
| HD | HOME DEPOT | $56.00万 | 0.07% | 1,587 | -30 | -1.9% | -$1.06万 | 减仓 |
| BIIB | BIOGEN INC | $56.91万 | 0.07% | 2,634 | -3 | -0.1% | -$648 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $57.13万 | 0.08% | 19,480 | 650 | 3.5% | $1.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $57.61万 | 0.08% | 4,938 | 1,090 | 28.3% | $12.72万 | 加仓 |
| FDLO | FIDELITY LOW | $57.71万 | 0.08% | 8,445 | -1,240 | -12.8% | -$8.47万 | 减仓 |
| — | JPMORGAN CORE BOND I | $58.05万 | 0.08% | 56,464 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $60.14万 | 0.08% | 7,400 | 253 | 3.5% | $2.06万 | 加仓 |
| BABA | ALIBABA GROUP | $61.97万 | 0.08% | 6,457 | -105 | -1.6% | -$1.01万 | 减仓 |
| VUG | VANGUARD GROWTH | $62.10万 | 0.08% | 7,208 | 2 | 0.0% | $172 | 加仓 |
| — | EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 | $62.37万 | 0.08% | 600,000 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET | $62.65万 | 0.08% | 6,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR A | $63.94万 | 0.08% | 7,800 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $64.44万 | 0.08% | 5,610 | -5 | -0.1% | -$574 | 减仓 |
| GLW | CORNING INC | $65.45万 | 0.09% | 2,562 | -200 | -7.2% | -$5.11万 | 减仓 |
| IGE | ISHARES NORTH | $66.32万 | 0.09% | 11,805 | 0 | 0.0% | — | 不变 |
| — | KAZIA THERAPEUTICS | $67.00万 | 0.09% | 47,585 | -2,840 | -5.6% | -$4.00万 | 减仓 |
| RTX | RTX CORP | $67.20万 | 0.09% | 3,542 | -100 | -2.7% | -$1.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $67.28万 | 0.09% | 4,588 | -110 | -2.3% | -$1.61万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $67.75万 | 0.09% | 3,745 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $67.98万 | 0.09% | 5,688 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN CA TAX FREE INCOME A1 | $72.24万 | 0.09% | 105,761 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $74.17万 | 0.10% | 1,553 | 50 | 3.3% | $2.39万 | 加仓 |
| GEV | GE VERNOVA | $74.85万 | 0.10% | 637 | 80 | 14.4% | $9.40万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $75.54万 | 0.10% | 3,466 | 530 | 18.1% | $11.55万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $76.57万 | 0.10% | 6,528 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $77.14万 | 0.10% | 5,642 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $78.40万 | 0.10% | 3,723 | 200 | 5.7% | $4.21万 | 加仓 |
| LMT | LOCKHEED MARTIN | $78.51万 | 0.10% | 1,541 | -13 | -0.8% | -$6,623 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $79.46万 | 0.10% | 1,605 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD TOTAL | $79.73万 | 0.10% | 23,635 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET | $79.99万 | 0.11% | 7,136 | 1,486 | 26.3% | $16.66万 | 加仓 |
| TCAF | T ROWE | $81.07万 | 0.11% | 19,725 | 1,950 | 11.0% | $8.01万 | 加仓 |
| TAXF | AMERICAN CENTURY | $82.35万 | 0.11% | 16,200 | -600 | -3.6% | -$3.05万 | 减仓 |
| INTC | INTEL CORP | $83.01万 | 0.11% | 5,945 | -681 | -10.3% | -$9.51万 | 减仓 |
| IYY | ISHARES DOW | $83.21万 | 0.11% | 4,565 | 125 | 2.8% | $2.28万 | 加仓 |
| TIP | ISHARES TIPS | $86.12万 | 0.11% | 7,869 | 7,180 | 1,042.1% | $78.58万 | 加仓 |
| RSP | INVESCO S&P | $86.66万 | 0.11% | 4,073 | 40 | 1.0% | $8,511 | 加仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | $87.68万 | 0.12% | 32,083 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP | $88.58万 | 0.12% | 23,615 | 4,325 | 22.4% | $16.22万 | 加仓 |
| EQIN | COLUMBIA TR | $89.34万 | 0.12% | 17,415 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $93.25万 | 0.12% | 13,060 | 1,000 | 8.3% | $7.14万 | 加仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $97.07万 | 0.13% | 7,376 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET | $97.32万 | 0.13% | 6,150 | -150 | -2.4% | -$2.37万 | 减仓 |
| MUST | COLUMBIA MULTI | $97.76万 | 0.13% | 47,000 | 200 | 0.4% | $4,160 | 加仓 |
| IDCC | INTERDIGITAL INC | $98.16万 | 0.13% | 3,467 | -50 | -1.4% | -$1.42万 | 减仓 |
| SUSA | ISHARES ESG | $98.35万 | 0.13% | 6,373 | -178 | -2.7% | -$2.75万 | 减仓 |
| IVV | ISHARES CORE | $100.73万 | 0.13% | 1,345 | 391 | 41.0% | $29.28万 | 加仓 |
| SMIZ | ZACKS TR | $100.87万 | 0.13% | 22,607 | 1,690 | 8.1% | $7.54万 | 加仓 |
| FCX | FREEPORT MCMORAN | $101.49万 | 0.13% | 16,138 | 1 | 0.0% | $63 | 加仓 |
| HMOP | HARTFORD MUN | $103.06万 | 0.14% | 26,329 | -650 | -2.4% | -$2.54万 | 减仓 |
| ATOM | ATOMERA INC | $104.24万 | 0.14% | 119,682 | -31,195 | -20.7% | -$27.17万 | 减仓 |
| CAT | CATERPILLAR INC | $106.74万 | 0.14% | 1,002 | 0 | 0.0% | — | 不变 |
| ITM | VANECK INTERMEDIATE | $107.39万 | 0.14% | 22,853 | 130 | 0.6% | $6,109 | 加仓 |