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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBIN INC | $125 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $141 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AETFIFY ALTERNATIVE | $184 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL | $186 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EBND | SPDR BLOOMBERG | $186 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING | $188 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $200 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $209 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HOLDINGS | $223 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $230 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $236 | 0.00% | 2 | -123 | -98.4% | -$1.45万 | 减仓 |
| MTCH | MATCH GROUP | $246 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $284 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $289 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES | $292 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES AD FUNSPONSORED ADR 1 ADR REPS 10 ORD COM | $312 | 0.00% | 50 | -250 | -83.3% | -$1,560 | 重新持有 |
| RWX | STATE STREET | $319 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $320 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE | $327 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $334 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES | $338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $339 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $342 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PFD | $348 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT SA | $369 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP | $395 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY | $398 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB US | $430 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | MAMMOTH ENERGY | $458 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $466 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H&R | $476 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESEARCH | $512 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN | $546 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS | $572 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES | $574 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $579 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $582 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES | $594 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDUSTRIAL | $594 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS | $595 | 0.00% | 55 | -228 | -80.6% | -$2,467 | 减仓 |
| CFG | CITIZENS FINANCIAL | $600 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TBBB | BBB FOODS | $601 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $605 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LODE | COMSTOCK INC | $610 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORP CLASS A | $614 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINANCIAL | $616 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $629 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W | $632 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS | $663 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY | $666 | 0.00% | 53 | 19 | 55.9% | $239 | 重新持有 |
| MMYT | MAKEMYTRIP LTD | $709 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS | $737 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP | $745 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $774 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH COMPANY | $775 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL | $798 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS | $820 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $850 | 0.00% | 100 | 100 | — | $850 | 新建仓 |
| CORZ | CORE SCIENTIFIC | $868 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $873 | 0.00% | 3 | 3 | — | $873 | 新建仓 |
| ELV | ELEVANCE HEALTH | $878 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL | $884 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY | $890 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MICC | THE MAGNUM ICE CREAM C F | $915 | 0.00% | 64 | -288 | -81.8% | -$4,118 | 减仓 |
| LEVI | LEVI STRAUSS | $925 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $927 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $946 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP | $947 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $961 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP | $981 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE | $991 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $993 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $999 | 0.00% | 27 | 27 | — | $999 | 新建仓 |
| WST | WEST PHARMACEUTICAL | $1,003 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $1,028 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS | $1,029 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE | $1,053 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1,057 | 0.00% | 75 | -500 | -87.0% | -$7,047 | 减仓 |
| CSX | CSX CORP | $1,067 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W | $1,091 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IDEAL POWER | $1,092 | 0.00% | 386 | -614 | -61.4% | -$1,737 | 减仓 |
| VOYA | VOYA FINANCIAL | $1,093 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 | $1,115 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL | $1,128 | 0.00% | 12 | 12 | — | $1,128 | 新建仓 |
| BR | BROADRIDGE FINANCIAL | $1,137 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,140 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,152 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS | $1,154 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL | $1,161 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WATER | $1,179 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HOLDINGS | $1,189 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP | $1,249 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1,271 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $1,274 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN | $1,293 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1,307 | 0.00% | 286 | -286 | -50.0% | -$1,307 | 减仓 |
| TREX | TREX CO | $1,311 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $1,328 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP | $1,355 | 0.00% | 10 | 0 | 0.0% | — | 不变 |