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 |
|---|---|---|---|---|---|---|---|---|
| EMBJ | EMBRAER S A | $2,042 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK | $2,084 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES MSCI | $2,089 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $2,115 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD | $2,140 | 0.00% | 250 | -250 | -50.0% | -$2,140 | 减仓 |
| UDR | UDR INC | $2,156 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $2,172 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LPX | LA PAC CORP | $2,202 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN BITCOIN | $2,205 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $2,221 | 0.00% | 50 | 50 | — | $2,221 | 新建仓 |
| VOD | VODAFONE GROUP | $2,228 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $2,258 | 0.00% | 21 | -39 | -65.0% | -$4,193 | 减仓 |
| QLTA | ISHARES AAA | $2,281 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDUSTRIES | $2,310 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO | $2,312 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA | $2,328 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY | $2,336 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WELLESLEY INCOME ADMIRAL | $2,365 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $2,389 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI | $2,405 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DBB | INVESCO DB | $2,410 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $2,436 | 0.00% | 70 | -150 | -68.2% | -$5,220 | 减仓 |
| CLX | CLOROX COMPANY | $2,481 | 0.00% | 26 | -4 | -13.3% | -$382 | 减仓 |
| GATX | GATX CORP | $2,481 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS | $2,485 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT SWIFT | $2,492 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $2,531 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $2,538 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $2,556 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | ACURX PHARMACEUTICALS | $2,558 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $2,571 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE EUROPEAN STOCK I | $2,725 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS | $2,739 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,782 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK | $2,790 | 0.00% | 108 | -358 | -76.8% | -$9,248 | 减仓 |
| BPOP | POPULAR INC | $2,791 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | SCHWAB GOVERNMENT MONEY INV | $2,814 | 0.00% | 2,814 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HOLDINGS | $2,873 | 0.00% | 134 | 134 | — | $2,873 | 新建仓 |
| SKM | SK TELECOM | $2,894 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY | $2,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS | $2,961 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP | $2,976 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $3,085 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB AGGREGATE | $3,099 | 0.00% | 134 | -507 | -79.1% | -$1.17万 | 减仓 |
| MTW | MANITOWOC COMPANY | $3,125 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| MTG | M G I C INVT CORP | $3,158 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND CLIFFS | $3,202 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT | $3,204 | 0.00% | 150 | -300 | -66.7% | -$6,408 | 减仓 |
| BVN | COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,221 | 0.00% | 110 | 110 | — | $3,221 | 新建仓 |
| — | AMARIN CORP | $3,268 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM | $3,308 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC F | $3,392 | 0.00% | 20 | 20 | — | $3,392 | 新建仓 |
| MELI | MERCADOLIBRE INC | $3,394 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE EUROPEAN STOCK | $3,409 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $3,429 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET | $3,482 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY | $3,506 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYSTEM | $3,516 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $3,557 | 0.00% | 33 | 33 | — | $3,557 | 新建仓 |
| RYN | RAYONIER INC | $3,596 | 0.00% | 169 | 169 | — | $3,596 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS | $3,632 | 0.00% | 41 | -1 | -2.4% | -$89 | 减仓 |
| FELC | FIDELITY ENHANCED | $3,646 | 0.00% | 87 | 87 | — | $3,646 | 新建仓 |
| IQ | IQIYI INC | $3,744 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO | $3,797 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $3,857 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $3,857 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $3,885 | 0.00% | 865 | -160 | -15.6% | -$719 | 减仓 |
| HUM | HUMANA INC | $3,972 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC | $4,010 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ORI | OLD REPUBLIC | $4,092 | 0.00% | 100 | 100 | — | $4,092 | 新建仓 |
| JXN | JACKSON FINANCIAL | $4,096 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $4,116 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES | $4,136 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES | $4,152 | 0.00% | 200 | 200 | — | $4,152 | 新建仓 |
| ADP | AUTOMATIC DATA | $4,255 | 0.00% | 19 | -93 | -83.0% | -$2.08万 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENER F | $4,451 | 0.00% | 50 | 50 | — | $4,451 | 新建仓 |
| AFG | AMERICAN FINANCIAL | $4,479 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $4,547 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | RHEINMETALL ADR FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $4,567 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $4,576 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | SPECTRAL AI | $4,585 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS | $4,751 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES GLOBAL | $4,763 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | WW INTL | $4,794 | 0.00% | 300 | 50 | 20.0% | $799 | 加仓 |
| FSMD | FIDELITY SMALL | $4,809 | 0.00% | 91 | 91 | — | $4,809 | 新建仓 |
| LDOS | LEIDOS HLDGS INC | $4,839 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | PLDT INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4,905 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP F | $4,915 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $4,986 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | VINCE HOLDING | $5,005 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $5,016 | 0.00% | 42 | 1 | 2.4% | $119 | 加仓 |
| AGI | ALAMOS GOLD | $5,036 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL | $5,110 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $5,209 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| — | HEXAGON AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,221 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| — | TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,244 | 0.00% | 140 | -140 | -50.0% | -$5,244 | 减仓 |
| VPU | VANGUARD UTILITIES | $5,285 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $5,329 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $5,352 | 0.00% | 600 | 500 | 500.0% | $4,460 | 加仓 |
| — | CHICAGO ATLANTIC | $5,360 | 0.00% | 500 | 0 | 0.0% | — | 不变 |