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 |
|---|---|---|---|---|---|---|---|---|
| JHML | JOHN HANCOCK | $8,140 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY | $8,176 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | TRANSAMERICA INTERNATIONAL SM CP VAL I | $8,193 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| — | ANHUI CONCH CEM CO LTD FSPONSORED ADR 1 ADR REPS 5 ORD COM | $8,217 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $8,218 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $8,228 | 0.00% | 133 | -133 | -50.0% | -$8,228 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE | $8,230 | 0.00% | 912 | 3 | 0.3% | $27 | 加仓 |
| EQT | EQT CORP | $8,238 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $8,247 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES | $8,274 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD COM | $8,385 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN PWR & UTILS F | $8,441 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| — | AKZO NOBEL N V FUNSPONSORED ADR 0 333333333333 ORD COM | $8,462 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL | $8,497 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X | $8,512 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET | $8,590 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE LUFTHANSA A G FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8,670 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON DYNAMIC VALUE FUND A | $8,713 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS | $8,754 | 0.00% | 350 | 250 | 250.0% | $6,253 | 加仓 |
| — | HOLOGIC INC | $8,775 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $8,784 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BRIT FOODS FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8,810 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD F | $8,813 | 0.00% | 1,682 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTL INC | $8,819 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SVCS INCLASS CLASS B | $8,835 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL F | $8,883 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER | $8,897 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $8,924 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| — | JAPAN AIRLS LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $8,947 | 0.00% | 1,078 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $9,011 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER | $9,040 | 0.00% | 4,000 | 500 | 14.3% | $1,130 | 加仓 |
| — | HOYA CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $9,043 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET | $9,080 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| YEAR | AB ULTRA | $9,086 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $9,118 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $9,133 | 0.00% | 35 | 35 | — | $9,133 | 新建仓 |
| CRH | CRH PLC | $9,212 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | GRUPO FINANCIERO BANOR FSPONSORED ADR 1 ADR REPS 5 ORD COM | $9,240 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | AVIVA PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD COM | $9,274 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| TLK | PERUSAHAN PERSEROAN | $9,303 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| — | L OREAL S A FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $9,334 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| — | TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $9,352 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO SENIOR | $9,409 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC NEW REIT | $9,488 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE F | $9,536 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $9,544 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | FORTESCUE METALS GROUP FSPONSORED ADR 1 ADR REPS 2 ORD COM | $9,559 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| — | PT BK CENT ASIA TBK FSPONSORED ADR 1 ADR REPS 25 ORD COM | $9,583 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $9,637 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $9,647 | 0.00% | 100 | -216 | -68.4% | -$2.08万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $9,729 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| — | SVENSKA HANDELSBANKEN FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $9,808 | 0.00% | 1,464 | 0 | 0.0% | — | 不变 |
| — | HANG LUNG PPTYS LTD FSPONSORED ADR 1 ADR REPS 5 ORD COM | $9,812 | 0.00% | 1,807 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE | $9,965 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $1.00万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.00万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| RLX | RLX TECHNOLOGY INC SPO FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.00万 | 0.00% | 4,584 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIE | $1.01万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.01万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| XP | XP INC A FCLASS A | $1.01万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| — | AEON CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.02万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $1.02万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.04万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $1.04万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $1.04万 | 0.00% | 2,881 | 1,881 | 188.1% | $6,822 | 加仓 |
| WAB | WABTEC | $1.05万 | 0.00% | 42 | -4 | -8.7% | -$1,000 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY L | $1.05万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $1.05万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $1.05万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING | $1.06万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORP | $1.07万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL | $1.08万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN | $1.08万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.08万 | 0.00% | 395 | 28 | 7.6% | $769 | 加仓 |
| — | TOKIO MARINE HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.09万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI | $1.09万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | ENGIE BRASIL ENERGIA S FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.09万 | 0.00% | 1,624 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $1.09万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $1.12万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS | $1.12万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.12万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTL | $1.12万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC F | $1.12万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| — | LEGAL & GEN GROUP PLC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1.13万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG | $1.13万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TECHNOPRO HLDGS INC FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.13万 | 0.00% | 1,960 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC F | $1.13万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $1.14万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| — | LEGRAND S A FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.14万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| — | TOTO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.14万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK | $1.16万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1.16万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.17万 | 0.00% | 164 | -6 | -3.5% | -$427 | 减仓 |
| HYS | PIMCO 0-5 | $1.18万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | SHIONOGI & CO LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $1.18万 | 0.00% | 1,054 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.18万 | 0.00% | 35 | 35 | — | $1.18万 | 新建仓 |
| LEA | LEAR CORP | $1.18万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1.18万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |