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 |
|---|---|---|---|---|---|---|---|---|
| — | CANOPY GROWTH | $57 | 0.00% | 60 | -30 | -33.3% | -$28 | 减仓 |
| FTV | FORTIVE CORP | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FIDELITY U S BOND INDEX | $98 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED | $119 | 0.00% | 23 | 23 | — | $119 | 新建仓 |
| — | CYBIN INC | $172 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $177 | 0.00% | 30 | -13 | -30.2% | -$77 | 减仓 |
| — | AMPLIFY ALTERNATIVE | $206 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY FUNDAMENTAL | $229 | 0.00% | 6 | 6 | — | $229 | 新建仓 |
| GLOB | GLOBANT SA | $232 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | AVANOS MEDICAL | $274 | 0.00% | 11 | 11 | — | $274 | 新建仓 |
| DXC | DXC TECHNOLOGY | $301 | 0.00% | 34 | -19 | -35.8% | -$168 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES | $323 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY | $341 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP | $347 | 0.00% | 14 | -24 | -63.2% | -$595 | 减仓 |
| — | ALARUM TECHNOLOGIES AD FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS | $402 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE | $413 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN | $425 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $463 | 0.00% | 41 | 40 | 4,000.0% | $452 | 加仓 |
| SSP | SCRIPPS E W | $471 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $516 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP | $565 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS | $574 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $586 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | MAMMOTH ENERGY | $608 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $622 | 0.00% | 5 | -270 | -98.2% | -$3.36万 | 减仓 |
| TEAM | ATLASSIAN CORP CLASS A | $700 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL | $701 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $707 | 0.00% | 13 | -4 | -23.5% | -$218 | 减仓 |
| CNO | CNO FINANCIAL | $765 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY | $772 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $777 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO PHLX | $785 | 0.00% | 7 | 7 | — | $785 | 新建仓 |
| LEN | LENNAR CORP | $814 | 0.00% | 9 | -681 | -98.7% | -$6.16万 | 减仓 |
| — | STEAKHOLDER FOODS | $827 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| LODE | COMSTOCK INC | $832 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS | $857 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS | $860 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS | $863 | 0.00% | 10 | 10 | — | $863 | 新建仓 |
| NXRT | NEXPOINT RESIDENTIAL | $866 | 0.00% | 31 | 31 | — | $866 | 新建仓 |
| NFG | NATIONAL FUEL | $927 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $936 | 0.00% | 26 | -1 | -3.7% | -$36 | 减仓 |
| — | BITWISE 10 | $940 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $952 | 0.00% | 6 | -28 | -82.4% | -$4,443 | 减仓 |
| MP | MP MATERIALS | $952 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $959 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $976 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1,000 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,006 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LTD | $1,013 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH COMPANY | $1,033 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS | $1,057 | 0.00% | 7 | 7 | — | $1,057 | 新建仓 |
| TTC | TORO CO | $1,072 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1,100 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK HOMES | $1,125 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL | $1,140 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,165 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL | $1,215 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1,236 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS | $1,242 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $1,258 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WATER | $1,265 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $1,277 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ELPC | COMPANHIA PARANAENSE | $1,328 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $1,333 | 0.00% | 7 | -116 | -94.3% | -$2.21万 | 减仓 |
| CBRE | CBRE GROUP | $1,347 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AUDDIA INC | $1,350 | 0.00% | 1,000 | 1,000 | — | $1,350 | 新建仓 |
| GWW | GRAINGER W W | $1,360 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE | $1,372 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1,381 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1,393 | 0.00% | 20 | 20 | — | $1,393 | 新建仓 |
| RGLD | ROYAL GOLD | $1,397 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP | $1,424 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | ENHANCED GROUP | $1,435 | 0.00% | 500 | 500 | — | $1,435 | 新建仓 |
| MRP | MILLROSE PPTYS | $1,442 | 0.00% | 48 | -4 | -7.7% | -$120 | 减仓 |
| AGO | ASSURED GUARANTY | $1,443 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC | $1,484 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB US | $1,516 | 0.00% | 64 | 44 | 220.0% | $1,042 | 加仓 |
| SPHQ | INVESCO S&P | $1,532 | 0.00% | 17 | 17 | — | $1,532 | 新建仓 |
| ALSN | ALLISON TRANSMISSION | $1,578 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $1,599 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE | $1,599 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $1,626 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESEARCH | $1,650 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY | $1,679 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY | $1,695 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT LTD F | $1,722 | 0.00% | 41 | -66 | -61.7% | -$2,772 | 减仓 |
| LAD | LITHIA MOTORS | $1,743 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TOTAL MARKET INDEX | $1,783 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TREX | TREX CO | $1,801 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $1,806 | 0.00% | 66 | -71 | -51.8% | -$1,943 | 减仓 |
| SLG | SL GREEN | $1,812 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS | $1,842 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & COMPANY | $1,897 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL | $1,949 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SERVICES | $1,982 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $1,998 | 0.00% | 150 | 150 | — | $1,998 | 新建仓 |
| SMR | NUSCALE POWER | $2,006 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BANKING SYS INC | $2,019 | 0.00% | 63 | 0 | 0.0% | — | 不变 |