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 |
|---|---|---|---|---|---|---|---|---|
| FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | $515.32万 | 0.68% | 103,785 | -2,100 | -2.0% | -$10.43万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $549.65万 | 0.72% | 51,072 | 3,061 | 6.4% | $32.94万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $598.31万 | 0.79% | 39,315 | 758 | 2.0% | $11.54万 | 加仓 |
| IUSB | ISHARES CORE | $601.70万 | 0.79% | 130,378 | 761 | 0.6% | $3.51万 | 加仓 |
| XLV | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $622.91万 | 0.82% | 39,260 | 1,755 | 4.7% | $27.85万 | 加仓 |
| QQQM | INVESCO NASDAQ | $630.15万 | 0.83% | 20,799 | 181 | 0.9% | $5.48万 | 加仓 |
| URI | UNITED RENTALS INC | $633.63万 | 0.83% | 5,593 | -2 | -0.0% | -$2,266 | 减仓 |
| GLD | SPDR GOLD SHARES | $665.53万 | 0.87% | 18,066 | 663 | 3.8% | $24.42万 | 加仓 |
| — | SCHWAB MUNICIPAL MONEY ULTRA | $697.49万 | 0.92% | 6,974,857 | 1,525,000 | 28.0% | $152.50万 | 加仓 |
| AVUV | AVANTIS U S | $702.04万 | 0.92% | 56,271 | 110 | 0.2% | $1.37万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $729.74万 | 0.96% | 11,126 | -128 | -1.1% | -$8.40万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $765.55万 | 1.01% | 201,673 | 22,108 | 12.3% | $83.92万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $767.16万 | 1.01% | 32,421 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $778.70万 | 1.02% | 40,872 | -210 | -0.5% | -$4.00万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $806.65万 | 1.06% | 13,886 | -335 | -2.4% | -$19.46万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $851.97万 | 1.12% | 21,481 | -45 | -0.2% | -$1.78万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $857.11万 | 1.13% | 118,779 | 669 | 0.6% | $4.83万 | 加仓 |
| META | META PLATFORMS INC CLASS A | $897.27万 | 1.18% | 15,929 | 419 | 2.7% | $23.60万 | 加仓 |
| AVGO | BROADCOM INC | $939.63万 | 1.23% | 24,874 | -360 | -1.4% | -$13.60万 | 减仓 |
| HROW | HARROW INC | $951.55万 | 1.25% | 224,051 | 38,125 | 20.5% | $161.92万 | 加仓 |
| NVDA | NVIDIA CORP | $953.93万 | 1.25% | 47,675 | 1,062 | 2.3% | $21.25万 | 加仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $979.91万 | 1.29% | 99,000 | 7,273 | 7.9% | $71.99万 | 加仓 |
| PBI | PITNEY BOWES | $1,054.20万 | 1.38% | 601,715 | -12,299 | -2.0% | -$21.55万 | 减仓 |
| COHR | COHERENT CORP | $1,057.84万 | 1.39% | 26,816 | -335 | -1.2% | -$13.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,083.61万 | 1.42% | 29,049 | 737 | 2.6% | $27.49万 | 加仓 |
| GOOG | ALPHABET INC | $1,117.43万 | 1.47% | 31,625 | -90 | -0.3% | -$3.18万 | 减仓 |
| IEFA | ISHARES CORE MSCI ETF ETF | $1,134.77万 | 1.49% | 117,494 | 1,351 | 1.2% | $13.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,257.65万 | 1.65% | 10,895 | -2,917 | -21.1% | -$336.72万 | 减仓 |
| AMZN | AMAZON COM INC | $1,436.00万 | 1.89% | 60,250 | 699 | 1.2% | $16.66万 | 加仓 |
| ETON | ETON PHARMACEUTICALS | $1,560.80万 | 2.05% | 431,160 | -36,755 | -7.9% | -$133.05万 | 减仓 |
| TPC | TUTOR PERINI | $1,649.17万 | 2.17% | 198,767 | -20,065 | -9.2% | -$166.48万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $1,688.38万 | 2.22% | 47,244 | 170 | 0.4% | $6.08万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $2,119.76万 | 2.78% | 57,284 | -407 | -0.7% | -$15.06万 | 减仓 |
| QQQ | INVESCO QQQ | $2,264.71万 | 2.97% | 30,753 | 172 | 0.6% | $12.67万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND ETF INDEX FUND ETF SHARES | $2,569.90万 | 3.38% | 162,620 | 603 | 0.4% | $9.53万 | 加仓 |
| AAPL | APPLE INC | $2,662.19万 | 3.50% | 92,002 | -67 | -0.1% | -$1.94万 | 减仓 |