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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $1.37万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.37万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $1.38万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $1.38万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.39万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA MORTGAGE OPPORTUNITIES S | $1.40万 | 0.00% | 1,656 | 0 | 0.0% | — | 不变 |
| — | MEITUAN F | $1.40万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| HY | HYSTER YALE | $1.40万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB US | $1.41万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE | $1.45万 | 0.00% | 72 | -3 | -4.0% | -$603 | 减仓 |
| IBIT | ISHARES BITCOIN | $1.45万 | 0.00% | 435 | 250 | 135.1% | $8,322 | 加仓 |
| RELX | RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.45万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.45万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN | $1.47万 | 0.00% | 303 | 303 | — | $1.47万 | 新建仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $1.48万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $1.49万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP REIT | $1.50万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS | $1.50万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN HIGH-INCOME MUNICIPAL BOND A | $1.50万 | 0.00% | 967 | 0 | 0.0% | — | 不变 |
| GNR | STATE STREET | $1.51万 | 0.00% | 225 | 225 | — | $1.51万 | 新建仓 |
| — | ATAIBECKLEY INC | $1.52万 | 0.00% | 2,881 | 0 | 0.0% | — | 不变 |
| IP | INTL PAPER | $1.52万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1.53万 | 0.00% | 300 | 300 | — | $1.53万 | 新建仓 |
| ICLN | ISHARES GLOBAL | $1.54万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.54万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.55万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC CLASS A | $1.56万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CX | CEMEX S A B DE C V FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $1.56万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES MORNINGSTAR | $1.56万 | 0.00% | 150 | -78 | -34.2% | -$8,115 | 减仓 |
| FXO | FIRST TRUST | $1.56万 | 0.00% | 250 | -50 | -16.7% | -$3,123 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOL | $1.56万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKER F | $1.56万 | 0.00% | 2,822 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP REIT | $1.57万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CLASS A | $1.57万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES ELECTRIC | $1.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | KAO CORP FUNSPONSORED ADR 0 333333333333 ORD SHS | $1.58万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA | $1.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.58万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HOLDIN | $1.60万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY TR A CLASS A | $1.60万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC REIT | $1.60万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1.61万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $1.62万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.62万 | 0.00% | 165 | -57 | -25.7% | -$5,605 | 减仓 |
| CRL | CHARLES RIV LABORATORIES | $1.63万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | ENVVENO MEDICAL | $1.63万 | 0.00% | 1,525 | -64 | -4.0% | -$685 | 减仓 |
| PPL | PPL CORP | $1.64万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL RLTY TR INC CLASS A | $1.64万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.64万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $1.64万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S SMALL CAP ETF | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS REIT | $1.66万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI | $1.68万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| — | AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $1.68万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK | $1.68万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1.69万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.70万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $1.70万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $1.70万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1.71万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $1.71万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CLASS A | $1.72万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| USO | UNITED STATES | $1.72万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.73万 | 0.00% | 51 | -51 | -50.0% | -$1.73万 | 减仓 |
| RDDT | REDDIT INC | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC F | $1.74万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD FCLASS A | $1.74万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR | $1.74万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE BOERSE FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $1.74万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.74万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $1.77万 | 0.00% | 2,080 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $1.77万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.79万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $1.81万 | 0.00% | 1,272 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.81万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ONO PHARMACEUTICAL CO FSPONSORED ADR 0 333333333333 ORD SHS | $1.82万 | 0.00% | 3,747 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.82万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $1.82万 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS IN | $1.83万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET | $1.83万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.84万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| — | BNP PARIBAS FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $1.84万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES | $1.84万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION | $1.84万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $1.85万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $1.85万 | 0.00% | 242 | -14 | -5.5% | -$1,071 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $1.86万 | 0.00% | 50 | 15 | 42.9% | $5,575 | 加仓 |
| — | TOTO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.87万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $1.87万 | 0.00% | 100 | 100 | — | $1.87万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.88万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1.90万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $1.90万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | DFA EMERGING MARKETS I | $1.93万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| ALX | ALEXANDERS INC REIT | $1.93万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $1.94万 | 0.00% | 370 | 210 | 131.2% | $1.10万 | 加仓 |
| JBS | JBS N V FCLASS A | $1.94万 | 0.00% | 1,636 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $1.96万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1.96万 | 0.00% | 225 | 10 | 4.7% | $869 | 加仓 |
| WSM | WILLIAMS SONOMA | $1.96万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |