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 |
|---|---|---|---|---|---|---|---|---|
| JXN | JACKSON FINANCIAL | $4,229 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ASST | STRIVE INC | $4,259 | 0.00% | 425 | 425 | — | $4,259 | 新建仓 |
| CNI | CANADIAN NATIONAL | $4,300 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $4,342 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD F | $4,384 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY | $4,428 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | NOMURA SCIENCE AND TECHNOLOGY I | $4,434 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES | $4,483 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP | $4,613 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES GLOBAL | $4,780 | 0.00% | 45 | 45 | — | $4,780 | 新建仓 |
| CR | CRANE CO | $4,788 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $4,795 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD POWER | $4,840 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $4,860 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| HACK | AETFIFY CYBERSECURITY | $4,956 | 0.00% | 66 | 66 | — | $4,956 | 新建仓 |
| BLOK | AETFIFY BLOCKCHAIN | $4,981 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS | $5,081 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $5,121 | 0.00% | 7,300 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PPTYS INC REIT | $5,220 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| — | KERRY GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5,328 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PL FCLASS A | $5,329 | 0.00% | 1,122 | -1,062 | -48.6% | -$5,044 | 减仓 |
| VPU | VANGUARD UTILITIES | $5,350 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GREENWOOD STREET TR YIELD ENHANCED | $5,426 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $5,445 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $5,551 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH | $5,560 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC | $5,660 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $5,706 | 0.00% | 137 | -12 | -8.1% | -$500 | 减仓 |
| KKR | KKR & CO INC | $5,747 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC CLASS CLASS A | $5,760 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | PT BK RAKYAT FSPONSORED ADR 1 ADR REPS 50 ORD COM | $5,779 | 0.00% | 594 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $5,823 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,835 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | RECRUIT HLDGS CO LTD FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $5,862 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| — | PLDT INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5,866 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $5,903 | 0.00% | 60 | -79 | -56.8% | -$7,772 | 减仓 |
| BALL | BALL CORP | $5,911 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK | $6,016 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON | $6,026 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS | $6,033 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| — | HEXAGON AB FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6,063 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| — | ACURX PHARMACEUTICALS | $6,122 | 0.00% | 1,650 | 1,650 | — | $6,122 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $6,153 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC | $6,159 | 0.00% | 415 | 160 | 62.7% | $2,375 | 加仓 |
| EFX | EQUIFAX INC | $6,186 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $6,284 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC REIT | $6,291 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP F | $6,302 | 0.00% | 200 | 166 | 488.2% | $5,231 | 加仓 |
| SNPS | SYNOPSYS INC | $6,335 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | THORNBURG GLOBAL OPPORTUNITIES I | $6,378 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| DWX | STATE STREET | $6,384 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $6,482 | 0.00% | 111 | 0 | 0.0% | — | 重新持有 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $6,485 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP | $6,566 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $6,628 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $6,644 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS | $6,656 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS | $6,762 | 0.00% | 157 | 4 | 2.6% | $172 | 重新持有 |
| PENN | PENN ENTERTAINMENT | $6,764 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INREIT | $6,816 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N | $6,821 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| — | COMPUTERSHARE LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6,841 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN | $6,842 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL | $6,843 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC REIT REIT | $6,867 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY | $6,880 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6,915 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | LIXIL CORP ADR FSPONSORED ADR 1 ADR REPS 2 ORD COM | $6,966 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| — | FLUSHING FINL CORP | $6,979 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $6,980 | 0.00% | 30 | 30 | — | $6,980 | 新建仓 |
| GNRC | GENERAC HOLDINGS | $7,032 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $7,051 | 0.00% | 100 | -125 | -55.6% | -$8,814 | 减仓 |
| — | NTNL STORAGE AFFILIA | $7,080 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | OATLY GROUP | $7,098 | 0.00% | 700 | 200 | 40.0% | $2,028 | 加仓 |
| IBIT | ISHARES BITCOIN | $7,107 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK | $7,181 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | RHEINMETALL FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $7,232 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $7,250 | 0.00% | 408 | -93 | -18.6% | -$1,653 | 减仓 |
| BCE | BCE INC F | $7,261 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| MPLX | ETFX LP LP | $7,267 | 0.00% | 130 | 130 | — | $7,267 | 新建仓 |
| PINS | PINTEREST INC | $7,304 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | STRAUMANN HLDG AG FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $7,307 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM HIZM FSPONSORED ADR 1 ADR REPS 2 5 ORD COM | $7,308 | 0.00% | 1,214 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT | $7,329 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY | $7,350 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD | $7,375 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $7,425 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $7,464 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET | $7,525 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| — | SPARK NEW ZEALAND LTD FSPONSORED ADR 1 ADR REPS 5 ORD COM | $7,563 | 0.00% | 1,255 | 0 | 0.0% | — | 不变 |
| — | ANTA SPORTS PRODS LTD FSPONSORED ADR 1 ADR REPS 25 ORD COM | $7,677 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $7,700 | 0.00% | 160 | 160 | — | $7,700 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $7,722 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $7,858 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $7,885 | 0.00% | 571 | 571 | — | $7,885 | 新建仓 |
| EXC | EXELON CORP | $7,892 | 0.00% | 160 | -6 | -3.6% | -$296 | 减仓 |
| — | INVESCO INTERNATIONAL VALUE A | $8,019 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER I | $8,113 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $8,119 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $8,122 | 0.00% | 818 | 0 | 0.0% | — | 不变 |