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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES 20 PLUS | $110.39万 | 0.14% | 12,773 | 4,658 | 57.4% | $40.25万 | 加仓 |
| AMLP | ALERIAN MLP | $111.73万 | 0.15% | 21,548 | -4,180 | -16.2% | -$21.67万 | 减仓 |
| WMT | WALMART INC | $113.53万 | 0.15% | 10,023 | -10 | -0.1% | -$1,133 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $115.41万 | 0.15% | 12,516 | -1,800 | -12.6% | -$16.60万 | 减仓 |
| ALMU | AELUMA INC | $116.09万 | 0.15% | 52,575 | -10,255 | -16.3% | -$22.64万 | 减仓 |
| VGK | VANGUARD FTSE | $118.69万 | 0.16% | 13,405 | 279 | 2.1% | $2.47万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $119.32万 | 0.16% | 4,698 | -130 | -2.7% | -$3.30万 | 减仓 |
| BA | BOEING COMPANY | $119.45万 | 0.16% | 5,518 | -23 | -0.4% | -$4,979 | 减仓 |
| COST | COSTCO WHOLESALE | $126.10万 | 0.17% | 1,348 | 30 | 2.3% | $2.81万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $127.08万 | 0.17% | 3,060 | 0 | 0.0% | — | 不变 |
| SMB | VANECK SHORT | $129.01万 | 0.17% | 74,357 | 514 | 0.7% | $8,918 | 加仓 |
| DKNG | DRAFTKINGS INC | $132.46万 | 0.17% | 52,438 | -2,425 | -4.4% | -$6.13万 | 减仓 |
| INTU | INTUIT INC | $132.74万 | 0.17% | 5,086 | 5,012 | 6,773.0% | $130.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS REIT | $136.48万 | 0.18% | 14,153 | 116 | 0.8% | $1.12万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $136.53万 | 0.18% | 1,365,347 | 271,004 | 24.8% | $27.10万 | 加仓 |
| C | CITIGROUP INC | $137.50万 | 0.18% | 9,824 | 0 | 0.0% | — | 不变 |
| — | SCHWAB TREASURY OBLIG MONEY INV | $139.71万 | 0.18% | 1,397,132 | 859,791 | 160.0% | $85.98万 | 加仓 |
| EFV | ISHARES MSCI ETF VALUE ETF | $139.94万 | 0.18% | 18,280 | 632 | 3.6% | $4.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $149.17万 | 0.20% | 3,589 | -227 | -5.9% | -$9.43万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE | $154.08万 | 0.20% | 29,292 | -1,100 | -3.6% | -$5.79万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $154.29万 | 0.20% | 20,433 | -35 | -0.2% | -$2,643 | 减仓 |
| HYD | VANECK HIGH | $154.68万 | 0.20% | 30,029 | -1,269 | -4.1% | -$6.54万 | 减仓 |
| SHM | STATE STREET SPDR NUVEENICE SHORT TERM MUNICIPALBOND ETF | $155.36万 | 0.20% | 32,391 | -531 | -1.6% | -$2.55万 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $156.32万 | 0.21% | 30,857 | 3,307 | 12.0% | $16.75万 | 加仓 |
| FDX | FEDEX CORP | $160.90万 | 0.21% | 5,138 | -13 | -0.3% | -$4,071 | 减仓 |
| TSLA | TESLA INC | $163.15万 | 0.21% | 3,879 | 67 | 1.8% | $2.82万 | 加仓 |
| CRM | SALESFORCE INC | $164.18万 | 0.22% | 10,480 | 915 | 9.6% | $14.33万 | 加仓 |
| CI | THE CIGNA GROUP | $167.52万 | 0.22% | 6,076 | 38 | 0.6% | $1.05万 | 加仓 |
| RVTY | REVVITY INC | $171.69万 | 0.23% | 15,431 | -229 | -1.5% | -$2.55万 | 减仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | $172.40万 | 0.23% | 16,652 | 146 | 0.9% | $1.51万 | 加仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $175.74万 | 0.23% | 45,607 | -521 | -1.1% | -$2.01万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $176.76万 | 0.23% | 7,007 | 170 | 2.5% | $4.29万 | 加仓 |
| CSCO | CISCO SYS INC | $179.92万 | 0.24% | 15,317 | 1 | 0.0% | $117 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $180.09万 | 0.24% | 24,532 | 1,561 | 6.8% | $11.46万 | 加仓 |
| — | TRANSAMERICA INTERMEDIATE MUNI I | $181.16万 | 0.24% | 167,587 | 54,938 | 48.8% | $59.39万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $182.45万 | 0.24% | 38,655 | 2,384 | 6.6% | $11.25万 | 加仓 |
| BNDX | VANGUARD TOTAL | $184.44万 | 0.24% | 38,083 | 870 | 2.3% | $4.21万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $190.50万 | 0.25% | 2,973 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $193.14万 | 0.25% | 19,283 | -575 | -2.9% | -$5.76万 | 减仓 |
| SBUX | STARBUCKS CORP | $197.14万 | 0.26% | 19,291 | 66 | 0.3% | $6,745 | 加仓 |
| ASML | ASML HOLDING | $198.35万 | 0.26% | 997 | -3 | -0.3% | -$5,968 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $198.61万 | 0.26% | 5,824 | 79 | 1.4% | $2.69万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $201.71万 | 0.26% | 4,031 | -485 | -10.7% | -$24.27万 | 减仓 |
| CGDV | CAPITAL GROUP | $210.94万 | 0.28% | 42,803 | 3,352 | 8.5% | $16.52万 | 加仓 |
| ICF | ISHARES SELECT U S REITETF | $212.03万 | 0.28% | 31,352 | 1,095 | 3.6% | $7.41万 | 加仓 |
| AOR | ISHARES CORE | $214.13万 | 0.28% | 30,810 | 8,970 | 41.1% | $62.34万 | 加仓 |
| — | THORNBURG INTERMEDIATE MUNICIPAL INST | $214.63万 | 0.28% | 161,618 | 8,640 | 5.6% | $11.47万 | 加仓 |
| PLSE | PULSE BIOSCIENCES | $215.65万 | 0.28% | 77,768 | 7,276 | 10.3% | $20.18万 | 加仓 |
| ITOT | ISHARES CORE | $223.88万 | 0.29% | 13,628 | 901 | 7.1% | $14.80万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $224.32万 | 0.29% | 8,474 | -3,585 | -29.7% | -$94.90万 | 减仓 |
| FDVV | FIDELITY HIGH | $225.17万 | 0.30% | 37,348 | 3,469 | 10.2% | $20.91万 | 加仓 |
| — | SCHWAB MUNICIPAL MONEY INV | $227.38万 | 0.30% | 2,273,772 | -138,698 | -5.7% | -$13.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $230.05万 | 0.30% | 7,028 | 20 | 0.3% | $6,547 | 加仓 |
| ORCL | ORACLE CORP | $232.56万 | 0.31% | 15,868 | 150 | 1.0% | $2.20万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $233.03万 | 0.31% | 28,051 | 503 | 1.8% | $4.18万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $236.08万 | 0.31% | 41,432 | -1,134 | -2.7% | -$6.46万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $236.68万 | 0.31% | 49,125 | 2,382 | 5.1% | $11.48万 | 加仓 |
| BX | BLACKSTONE INC | $239.92万 | 0.32% | 20,389 | 2,045 | 11.1% | $24.06万 | 加仓 |
| JPST | JPMORGAN | $242.33万 | 0.32% | 47,920 | -20,209 | -29.7% | -$102.20万 | 减仓 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $246.14万 | 0.32% | 48,740 | -3,500 | -6.7% | -$17.68万 | 减仓 |
| ADBE | ADOBE INC | $248.18万 | 0.33% | 12,105 | 4,032 | 49.9% | $82.66万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $250.21万 | 0.33% | 11,096 | -50 | -0.4% | -$1.13万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | $251.29万 | 0.33% | 42,099 | 101 | 0.2% | $6,029 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $256.67万 | 0.34% | 50,062 | 12,078 | 31.8% | $61.92万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $259.45万 | 0.34% | 45,012 | 2,097 | 4.9% | $12.09万 | 加仓 |
| TMB | THORNBURG MULTI SECTOR BOND ETF | $261.77万 | 0.34% | 103,263 | 32,290 | 45.5% | $81.86万 | 加仓 |
| LLY | ELI LILLY | $269.29万 | 0.35% | 2,245 | 10 | 0.4% | $1.20万 | 加仓 |
| SPTM | STATE STREET | $271.22万 | 0.36% | 29,873 | -80 | -0.3% | -$7,263 | 减仓 |
| — | WISDOMTREE U S AL ENHANCED VALUE FUND | $272.91万 | 0.36% | 20,811 | -144 | -0.7% | -$1.89万 | 减仓 |
| GILD | GILEAD SCIENCES | $289.34万 | 0.38% | 22,902 | -263 | -1.1% | -$3.32万 | 减仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $292.57万 | 0.38% | 130,611 | 17,674 | 15.6% | $39.59万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $298.31万 | 0.39% | 3,994 | 252 | 6.7% | $18.82万 | 加仓 |
| STX | SEAGATE TECHNOLOGY H F | $311.69万 | 0.41% | 3,230 | -10 | -0.3% | -$9,650 | 减仓 |
| TRMB | TRIMBLE INC | $312.27万 | 0.41% | 61,013 | 24,046 | 65.0% | $123.07万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $314.91万 | 0.41% | 59,294 | 234 | 0.4% | $1.24万 | 加仓 |
| SHY | ISHARES 1-3YR | $320.35万 | 0.42% | 39,014 | 5,657 | 17.0% | $46.45万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $327.45万 | 0.43% | 10,802 | 42 | 0.4% | $1.27万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $342.82万 | 0.45% | 4,492 | -593 | -11.7% | -$45.26万 | 减仓 |
| VHT | VANGUARD HEALTH CARE INDEX FUND ETF SHARES | $344.31万 | 0.45% | 11,515 | -115 | -1.0% | -$3.44万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY | $348.63万 | 0.46% | 18,330 | 4 | 0.0% | $761 | 加仓 |
| — | FIDELITY ADVISOR INTERM MUNI INC I | $348.65万 | 0.46% | 339,482 | 32,286 | 10.5% | $33.16万 | 加仓 |
| CVS | CVS HEALTH | $350.34万 | 0.46% | 33,865 | -5,579 | -14.1% | -$57.72万 | 减仓 |
| HPE | HEWLETT PACKARD | $353.08万 | 0.46% | 78,271 | -1,460 | -1.8% | -$6.59万 | 减仓 |
| AMGN | AMGEN INC | $355.47万 | 0.47% | 9,816 | 1 | 0.0% | $362 | 加仓 |
| LRCX | LAM RESEARCH | $357.50万 | 0.47% | 8,250 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST | $364.45万 | 0.48% | 70,950 | -2,009 | -2.8% | -$10.32万 | 减仓 |
| FIXD | FIRST TRUST | $366.11万 | 0.48% | 83,950 | 40 | 0.0% | $1,744 | 加仓 |
| IJR | ISHARES CORE | $373.77万 | 0.49% | 25,201 | 138 | 0.6% | $2.05万 | 加仓 |
| BCO | BRINKS COMPANY | $375.77万 | 0.49% | 39,768 | 5,590 | 16.4% | $52.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $392.12万 | 0.52% | 7,699 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $399.52万 | 0.52% | 46,733 | 1,577 | 3.5% | $13.48万 | 加仓 |
| QCOM | QUALCOMM INC | $407.92万 | 0.54% | 22,074 | -202 | -0.9% | -$3.73万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $415.13万 | 0.55% | 41,179 | -206 | -0.5% | -$2.08万 | 减仓 |
| ABBV | ABBVIE INC | $417.72万 | 0.55% | 16,600 | -50 | -0.3% | -$1.26万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $438.35万 | 0.58% | 81,766 | 467 | 0.6% | $2.50万 | 加仓 |
| SNOW | SNOWFLAKE INC CLASS A | $442.81万 | 0.58% | 17,399 | 798 | 4.8% | $20.31万 | 加仓 |
| SHOP | SHOPIFY INC FCLASS A | $447.30万 | 0.59% | 39,175 | 200 | 0.5% | $2.28万 | 加仓 |
| IEMG | ISHARES CORE | $464.78万 | 0.61% | 56,105 | 2,189 | 4.1% | $18.13万 | 加仓 |
| MLN | VANECK LONG | $481.20万 | 0.63% | 270,643 | 26,327 | 10.8% | $46.81万 | 加仓 |
| AMAT | APPLIED MATERIALS | $514.27万 | 0.68% | 7,113 | 0 | 0.0% | — | 不变 |