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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORP | $70.86万 | 0.11% | 3,642 | -46 | -1.2% | -$8,949 | 减仓 |
| XLY | STATE STREET | $71.02万 | 0.11% | 6,528 | 1,138 | 21.1% | $12.38万 | 加仓 |
| — | FRANKLIN CA TAX FREE INCOME A1 | $71.07万 | 0.11% | 105,761 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $71.53万 | 0.11% | 1,002 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $74.11万 | 0.11% | 11,805 | 3,310 | 39.0% | $20.78万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $77.41万 | 0.12% | 4,033 | 180 | 4.7% | $3.45万 | 加仓 |
| SMIZ | ZACKS TR | $77.78万 | 0.12% | 20,917 | 15,710 | 301.7% | $58.42万 | 加仓 |
| STE | STERIS PLC F | $77.89万 | 0.12% | 3,523 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD TOTAL | $79.76万 | 0.12% | 23,635 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET | $80.47万 | 0.12% | 6,300 | 100 | 1.6% | $1.28万 | 加仓 |
| BABA | ALIBABA GROUP | $82.13万 | 0.13% | 6,562 | -834 | -11.3% | -$10.44万 | 减仓 |
| ALMU | AELUMA INC | $82.24万 | 0.13% | 62,830 | 12,530 | 24.9% | $16.40万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $83.81万 | 0.13% | 17,934 | 450 | 2.6% | $2.10万 | 加仓 |
| TAXF | AMERICAN CENTURY | $84.08万 | 0.13% | 16,800 | 0 | 0.0% | — | 不变 |
| EQIN | COLUMBIA TR | $85.58万 | 0.13% | 17,415 | 8,486 | 95.0% | $41.70万 | 加仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | $85.86万 | 0.13% | 32,083 | -560 | -1.7% | -$1.50万 | 减仓 |
| SUSA | ISHARES ESG | $86.54万 | 0.13% | 6,551 | 10 | 0.2% | $1,321 | 加仓 |
| VFH | VANGUARD FINANCIALS | $89.11万 | 0.14% | 7,376 | 100 | 1.4% | $1.21万 | 加仓 |
| PANW | PALO ALTO | $92.57万 | 0.14% | 5,745 | 2,968 | 106.9% | $47.82万 | 加仓 |
| — | EXXON MOBIL | $93.84万 | 0.14% | 5,642 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $94.80万 | 0.15% | 1,554 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $95.89万 | 0.15% | 46,800 | 30,400 | 185.4% | $62.29万 | 加仓 |
| FCX | FREEPORT MCMORAN | $97.23万 | 0.15% | 16,137 | 35 | 0.2% | $2,109 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $97.71万 | 0.15% | 2,973 | 78 | 2.7% | $2.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $103.36万 | 0.16% | 3,816 | -557 | -12.7% | -$15.09万 | 减仓 |
| HMOP | HARTFORD MUN | $104.66万 | 0.16% | 26,979 | -400 | -1.5% | -$1.55万 | 减仓 |
| ITM | VANECK INTERMEDIATE | $105.50万 | 0.16% | 22,723 | 2,180 | 10.6% | $10.12万 | 加仓 |
| IDCC | INTERDIGITAL INC | $106.27万 | 0.16% | 3,517 | 50 | 1.4% | $1.51万 | 加仓 |
| VGK | VANGUARD FTSE | $108.20万 | 0.17% | 13,126 | 196 | 1.5% | $1.62万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $109.43万 | 0.17% | 1,094,343 | -2,911,796 | -72.7% | -$291.18万 | 减仓 |
| BA | BOEING CO | $111.30万 | 0.17% | 5,541 | -80 | -1.4% | -$1.61万 | 减仓 |
| C | CITIGROUP INC | $111.66万 | 0.17% | 9,824 | -501 | -4.9% | -$5.69万 | 减仓 |
| NFLX | NETFLIX INC | $117.41万 | 0.18% | 12,060 | 2,480 | 25.9% | $24.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.83万 | 0.18% | 4,828 | -61 | -1.2% | -$1.49万 | 减仓 |
| DKNG | DRAFTKINGS INC | $118.62万 | 0.18% | 54,863 | 3,230 | 6.3% | $6.98万 | 加仓 |
| CSCO | CISCO SYS INC | $119.07万 | 0.18% | 15,316 | -449 | -2.8% | -$3.49万 | 减仓 |
| — | TRANSAMERICA INTERMEDIATE MUNI I | $120.53万 | 0.18% | 112,649 | 102,325 | 991.1% | $109.49万 | 加仓 |
| — | BALANCED POOL | $124.08万 | 0.19% | 13,158 | 11,260 | 593.3% | $106.19万 | 加仓 |
| VNQ | VANGUARD INDEX FDS REIT | $124.52万 | 0.19% | 14,037 | 80 | 0.6% | $7,096 | 加仓 |
| IYW | ISHARES U S TECHNOLOGY ETF | $124.59万 | 0.19% | 6,837 | -15 | -0.2% | -$2,733 | 减仓 |
| WMT | WAL-MART STORES INC | $125.06万 | 0.19% | 10,033 | 1 | 0.0% | $125 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $127.46万 | 0.20% | 3,240 | 140 | 4.5% | $5.51万 | 加仓 |
| SMB | VANECK SHORT | $127.75万 | 0.20% | 73,843 | 5,319 | 7.8% | $9.20万 | 加仓 |
| EFV | ISHARES MSCI | $131.21万 | 0.20% | 17,648 | -550 | -3.0% | -$4.09万 | 减仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD COM | $132.03万 | 0.20% | 1,000 | -99 | -9.0% | -$13.07万 | 减仓 |
| BOND | PIMCO ACTIVE | $132.08万 | 0.20% | 14,316 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $132.42万 | 0.20% | 15,282 | -2,995 | -16.4% | -$25.95万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $132.73万 | 0.20% | 1,318 | 25 | 1.9% | $2.52万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS | $132.85万 | 0.20% | 3,060 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP | $135.38万 | 0.21% | 25,728 | -2,274 | -8.1% | -$11.97万 | 减仓 |
| RVTY | REVVITY INC | $137.21万 | 0.21% | 15,660 | 181 | 1.2% | $1.59万 | 加仓 |
| TSLA | TESLA INC | $139.94万 | 0.21% | 3,812 | 235 | 6.6% | $8.63万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $140.04万 | 0.21% | 27,550 | 6,050 | 28.1% | $30.75万 | 加仓 |
| AOR | ISHARES CORE | $140.54万 | 0.22% | 21,840 | 9,110 | 71.6% | $58.62万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $145.78万 | 0.22% | 36,271 | 8,425 | 30.3% | $33.86万 | 加仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | $147.57万 | 0.23% | 16,506 | 0 | 0.0% | — | 不变 |
| PLSE | PULSE BIOSCIENCES | $152.19万 | 0.23% | 70,492 | 4,166 | 6.3% | $8.99万 | 加仓 |
| HYD | VANECK HIGH | $156.93万 | 0.24% | 31,298 | 881 | 2.9% | $4.42万 | 加仓 |
| SHM | STATE STREET | $157.47万 | 0.24% | 32,922 | 386 | 1.2% | $1.85万 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $158.62万 | 0.24% | 30,392 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $161.09万 | 0.25% | 6,038 | -156 | -2.5% | -$4.16万 | 减仓 |
| CGDV | CAPITAL GROUP | $167.83万 | 0.26% | 39,451 | 14,200 | 56.2% | $60.41万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $169.16万 | 0.26% | 22,971 | -590 | -2.5% | -$4.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $172.74万 | 0.26% | 19,225 | 200 | 1.1% | $1.80万 | 加仓 |
| LRCX | LAM RESH CORP | $176.56万 | 0.27% | 8,250 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $178.62万 | 0.27% | 9,565 | 4,618 | 93.3% | $86.24万 | 加仓 |
| BNDX | VANGUARD TOTAL | $178.81万 | 0.27% | 37,213 | 4,255 | 12.9% | $20.45万 | 加仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $180.14万 | 0.28% | 46,128 | -2,000 | -4.2% | -$7.81万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $180.44万 | 0.28% | 20,468 | 20,268 | 10,134.0% | $178.68万 | 加仓 |
| TMB | THORNBURG MULTI SECTOR BOND ETF | $181.06万 | 0.28% | 70,973 | 53,173 | 298.7% | $135.65万 | 加仓 |
| ITOT | ISHARES CORE | $181.28万 | 0.28% | 12,727 | -264 | -2.0% | -$3.76万 | 减仓 |
| FDX | FEDEX CORP | $183.54万 | 0.28% | 5,151 | -112 | -2.1% | -$3.99万 | 减仓 |
| FDVV | FIDELITY HIGH | $187.15万 | 0.29% | 33,879 | 2,368 | 7.5% | $13.08万 | 加仓 |
| ICF | ISHARES SELECT U S REITETF | $187.32万 | 0.29% | 30,257 | 7,039 | 30.3% | $43.58万 | 加仓 |
| HPE | HEWLETT PACKARD | $189.87万 | 0.29% | 79,731 | 2,536 | 3.3% | $6.04万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $194.41万 | 0.30% | 37,984 | 16,461 | 76.5% | $84.25万 | 加仓 |
| ADBE | ADOBE INC | $196.23万 | 0.30% | 8,073 | 7,796 | 2,814.4% | $189.50万 | 加仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $198.95万 | 0.30% | 19,858 | 2,340 | 13.4% | $23.44万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $198.98万 | 0.30% | 5,085 | 597 | 13.3% | $23.36万 | 加仓 |
| — | THORNBURG INTERMEDIATE MUNICIPAL INST | $201.01万 | 0.31% | 152,978 | 118,569 | 344.6% | $155.80万 | 加仓 |
| LLY | ELI LILLY | $206.01万 | 0.32% | 2,235 | -55 | -2.4% | -$5.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $206.23万 | 0.32% | 7,008 | -173 | -2.4% | -$5.09万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $208.17万 | 0.32% | 42,566 | -449 | -1.0% | -$2.20万 | 减仓 |
| BX | BLACKSTONE INC | $210.88万 | 0.32% | 18,344 | 6,440 | 54.1% | $74.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $215.86万 | 0.33% | 4,516 | -120 | -2.6% | -$5.74万 | 减仓 |
| FVD | FIRST TRUST | $220.09万 | 0.34% | 46,743 | 128 | 0.3% | $6,027 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $225.81万 | 0.35% | 27,548 | 2,488 | 9.9% | $20.39万 | 加仓 |
| VWO | VANGUARD FSTE | $226.90万 | 0.35% | 41,998 | 2,220 | 5.6% | $11.99万 | 加仓 |
| ORCL | ORACLE CORP | $231.09万 | 0.35% | 15,718 | -119 | -0.8% | -$1.75万 | 减仓 |
| SPTM | STATE STREET | $236.82万 | 0.36% | 29,953 | -722 | -2.4% | -$5.71万 | 减仓 |
| TRMB | TRIMBLE INC | $241.14万 | 0.37% | 36,967 | 13,705 | 58.9% | $89.40万 | 加仓 |
| — | SCHWAB MUNICIPAL MONEY INV | $241.25万 | 0.37% | 2,412,470 | 458,231 | 23.4% | $45.82万 | 加仓 |
| — | WISDOMTREE U S | $242.51万 | 0.37% | 20,955 | 20,605 | 5,887.1% | $238.46万 | 加仓 |
| AMAT | APPLIED MATERIALS | $243.46万 | 0.37% | 7,113 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $243.51万 | 0.37% | 3,742 | 120 | 3.3% | $7.81万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $244.03万 | 0.37% | 42,915 | 1,529 | 3.7% | $8.69万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $250.37万 | 0.38% | 11,146 | 190 | 1.7% | $4.27万 | 加仓 |
| SNOW | SNOWFLAKE INC | $250.68万 | 0.38% | 16,601 | 3,057 | 22.6% | $46.16万 | 加仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $250.96万 | 0.38% | 112,937 | 27,809 | 32.7% | $61.79万 | 加仓 |
| SMMU | PIMCO SHORT | $263.53万 | 0.40% | 52,240 | -12,650 | -19.5% | -$63.82万 | 减仓 |