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 |
|---|---|---|---|---|---|---|---|---|
| TPYP | TORTOISE NORTH | $1.18万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY | $1.19万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | TORAY INDS INC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $1.21万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY CO | $1.21万 | 0.00% | 395 | 395 | — | $1.21万 | 新建仓 |
| SPCE | VIRGIN GALACTIC | $1.22万 | 0.00% | 5,000 | 2,000 | 66.7% | $4,860 | 加仓 |
| ARES | ARES MANAGEMENT | $1.22万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | WOLTERS KLUWER N V FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.22万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.23万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB US | $1.23万 | 0.00% | 480 | -343 | -41.7% | -$8,794 | 减仓 |
| — | AMERICAN FUNDS TAX-EXEMPT FUND OF CA A | $1.23万 | 0.00% | 738 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABORATORIES | $1.25万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COML CORP REIT | $1.25万 | 0.00% | 1,072 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL RLTY TR INC CLASS CLASS A | $1.26万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD FDUTCH TENDER EXP: 04/01/26 | $1.26万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $1.29万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $1.29万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0 25 ORD COM | $1.29万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP F | $1.30万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| — | HARTFORD WORLD BOND I | $1.30万 | 0.00% | 1,316 | 0 | 0.0% | — | 不变 |
| HY | HYSTER YALE | $1.30万 | 0.00% | 400 | 400 | — | $1.30万 | 新建仓 |
| — | BOLIDEN AB FSPONSORED ADR 1 ADR REPS 2 ORD COM | $1.30万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.30万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1.31万 | 0.00% | 150 | 150 | — | $1.31万 | 新建仓 |
| CC | CHEMOURS COMPANY | $1.32万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | SSE PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.32万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $1.33万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $1.33万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP REIT | $1.33万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.33万 | 0.00% | 56 | -2 | -3.4% | -$476 | 减仓 |
| Z | ZILLOW GROUP | $1.34万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| — | KIMBERLY CLARK DE MEXI FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1.34万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.34万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1.34万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $1.37万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $1.37万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC CLASS CLASS A | $1.37万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL | $1.37万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY | $1.38万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1.38万 | 0.00% | 1,592 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $1.38万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| — | ENGIE S A FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.38万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI | $1.39万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.40万 | 0.00% | 1,582 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $1.41万 | 0.00% | 935 | 650 | 228.1% | $9,783 | 加仓 |
| — | COLUMBIA MORTGAGE OPPORTUNITIES S | $1.41万 | 0.00% | 1,656 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.41万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.42万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS | $1.43万 | 0.00% | 1,500 | 500 | 50.0% | $4,760 | 加仓 |
| IP | INTL PAPER | $1.43万 | 0.00% | 400 | -144 | -26.5% | -$5,141 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $1.43万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S SMALL CAP ETF | $1.43万 | 0.00% | 200 | 103 | 106.2% | $7,388 | 加仓 |
| CSGP | COSTAR GROUP INC | $1.44万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD COM | $1.44万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $1.45万 | 0.00% | 2,759 | 500 | 22.1% | $2,630 | 加仓 |
| — | WEST JAPAN RY CO FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.45万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| CX | CEMEX S A B DE C V FSPONSORED ADR 1 ADR REPS 10 ORD COM | $1.46万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS REIT | $1.46万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.46万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE | $1.47万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | AMERICAN HIGH-INCOME MUNICIPAL BOND A | $1.48万 | 0.00% | 967 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB AGGREGATE | $1.49万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.49万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR | $1.50万 | 0.00% | 179 | 1 | 0.6% | $84 | 加仓 |
| SPXC | SPX TECHNOLOGIES | $1.50万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP REIT | $1.50万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1.52万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | BNP PARIBAS FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $1.52万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| — | B3 S A - BRASIL BOLSA FUNSPONSORED ADR 1 ADR REPS 3 ORD COM | $1.52万 | 0.00% | 1,396 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $1.53万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA | $1.53万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO | $1.54万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $1.54万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.54万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.55万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $1.56万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $1.57万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.57万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC REIT | $1.57万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR RLTY TR INC REIT | $1.57万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY | $1.58万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $1.58万 | 0.00% | 75 | 25 | 50.0% | $5,279 | 加仓 |
| ROL | ROLLINS INC | $1.59万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET | $1.59万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | DFA EMERGING MARKETS I | $1.59万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HOLDIN | $1.61万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | ENVVENO MEDICAL | $1.61万 | 0.00% | 1,589 | 1,589 | — | $1.61万 | 新建仓 |
| PII | POLARIS INC | $1.61万 | 0.00% | 297 | 2 | 0.7% | $108 | 加仓 |
| ALX | ALEXANDERS INC REIT | $1.61万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES ELECTRIC | $1.61万 | 0.00% | 500 | 0 | 0.0% | — | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $1.62万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $1.62万 | 0.00% | 1,134 | 0 | 0.0% | — | 不变 |
| — | MEITUAN F | $1.63万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1.63万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $1.63万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC CLASS CLASS A | $1.64万 | 0.00% | 116 | -32 | -21.6% | -$4,522 | 减仓 |
| SPSM | STATE STREET | $1.67万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TRUST | $1.69万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |