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 |
|---|---|---|---|---|---|---|---|---|
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,305 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN | $9,332 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| — | RECRUIT HLDGS CO LTD FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $9,339 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BRIT FOODS FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,350 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| — | OATLY GROUP | $9,350 | 0.00% | 1,000 | 300 | 42.9% | $2,805 | 加仓 |
| — | JAPAN AIRLS LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $9,389 | 0.00% | 1,078 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY | $9,401 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $9,416 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $9,635 | 0.00% | 183 | -50 | -21.5% | -$2,633 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $9,730 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,775 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| — | AVIVA PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $9,785 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $9,796 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY L | $9,821 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON DYNAMIC VALUE FUND A | $9,829 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| — | L OREAL S A FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $9,911 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY | $9,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $9,989 | 0.00% | 91 | -9 | -9.0% | -$988 | 减仓 |
| KGC | KINROSS GOLD CORP F | $1.00万 | 0.00% | 425 | 225 | 112.5% | $5,314 | 加仓 |
| TAP | MOLSON COORS | $1.01万 | 0.00% | 258 | 101 | 64.3% | $3,948 | 加仓 |
| SFL | SFL CORP | $1.01万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $1.01万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $1.01万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC F | $1.01万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE | $1.02万 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| — | AKZO NOBEL N V FUNSPONSORED ADR 0 333333333333 ORD SHS | $1.02万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $1.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY CO | $1.03万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| — | TOKIO MARINE HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.04万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.05万 | 0.00% | 54 | -2 | -3.6% | -$389 | 减仓 |
| — | WARNER BROS | $1.05万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER I | $1.05万 | 0.00% | 112 | -6 | -5.1% | -$565 | 减仓 |
| GNRC | GENERAC HOLDINGS | $1.05万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.06万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1.06万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $1.06万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1.06万 | 0.00% | 633 | 225 | 55.1% | $3,784 | 加仓 |
| — | SVENSKA HANDELSBANKEN FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $1.07万 | 0.00% | 1,464 | 0 | 0.0% | — | 不变 |
| — | KBS REITNT TRUST III INC | $1.07万 | 0.00% | 3,969 | 3,969 | — | $1.07万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1.08万 | 0.00% | 40 | 10 | 33.3% | $2,688 | 加仓 |
| — | LEGGETT & PLATT INC | $1.08万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $1.08万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 | $1.09万 | 0.00% | 208 | 208 | — | $1.09万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1.10万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.11万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1.11万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $1.11万 | 0.00% | 83 | -16 | -16.2% | -$2,145 | 减仓 |
| WAB | WABTEC | $1.13万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE LUFTHANSA A G FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.14万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS | $1.14万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR RLTY TR INC REIT | $1.14万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1.15万 | 0.00% | 150 | 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 |
| BBDC | BARINGS BDC INC | $1.16万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN | $1.16万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | TORAY INDS INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.17万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $1.17万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | ENGIE BRASIL ENERGIA S FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.18万 | 0.00% | 1,624 | 0 | 0.0% | — | 不变 |
| — | SSE PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.18万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $1.18万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | B3 S A - BRASIL BOLSA FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | $1.19万 | 0.00% | 1,396 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.19万 | 0.00% | 141 | -71 | -33.5% | -$6,013 | 减仓 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.20万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| — | WEST JAPAN RY CO FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.21万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI | $1.22万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | LEGRAND S A FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $1.22万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.23万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL | $1.23万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| G | GENPACT LTD F | $1.23万 | 0.00% | 447 | -231 | -34.1% | -$6,352 | 减仓 |
| CC | CHEMOURS COMPANY | $1.23万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | KIMBERLY CLARK DE MEXI FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1.23万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE F | $1.24万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE | $1.24万 | 0.00% | 200 | 200 | — | $1.24万 | 新建仓 |
| ARES | ARES MANAGEMENT | $1.25万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS TAX-EXEMPT FUND OF CA A | $1.25万 | 0.00% | 738 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.25万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.25万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $1.25万 | 0.00% | 324 | -13 | -3.9% | -$504 | 减仓 |
| CMPS | COMPASS PATHWAYS | $1.27万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | LEGAL & GEN GROUP PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1.28万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII | $1.28万 | 0.00% | 157 | 157 | — | $1.28万 | 新建仓 |
| HII | HUNTINGTON INGALLS | $1.29万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL | $1.29万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| — | ENGIE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.30万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG | $1.30万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.30万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $1.30万 | 0.00% | 2,759 | 0 | 0.0% | — | 不变 |
| — | HARTFORD WORLD BOND I | $1.32万 | 0.00% | 1,316 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $1.32万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COML CORP REIT | $1.32万 | 0.00% | 1,072 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP F | $1.33万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.34万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | BOLIDEN AB FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.34万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| — | GEELY AUTOMOBILE HLDGS F | $1.35万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC CLASS A | $1.36万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $1.36万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $1.36万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $1.36万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |