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 |
|---|---|---|---|---|---|---|---|---|
| LNC | LINCOLN NATL CORP IND | $1.69万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $1.70万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| DEI | DOUGLAS EMMETT INC REIT | $1.71万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $1.72万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1.72万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1.72万 | 0.00% | 308 | -4 | -1.3% | -$223 | 减仓 |
| IONS | IONIS PHARMACEUTICALS IN | $1.73万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $1.73万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKER F | $1.74万 | 0.00% | 2,822 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $1.74万 | 0.00% | 772 | -231 | -23.0% | -$5,195 | 重新持有 |
| JEF | JEFFERIES FINANCIAL | $1.74万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TRUST | $1.74万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.74万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $1.74万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $1.74万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $1.75万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.76万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CLASS CLASS A | $1.77万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.77万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.77万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CLASS A | $1.78万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $1.78万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.78万 | 0.00% | 100 | -197 | -66.3% | -$3.51万 | 减仓 |
| FMBH | FIRST MID BANCSHARES INC | $1.79万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA | $1.79万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION | $1.80万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $1.80万 | 0.00% | 704 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP IN | $1.81万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS | $1.82万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $1.83万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS I | $1.84万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $1.84万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD FCLASS CLASS A | $1.84万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U S | $1.85万 | 0.00% | 300 | 50 | 20.0% | $3,082 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.86万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $1.87万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.87万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| — | KAO CORP FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.88万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S TARGETED VALUE ETF | $1.88万 | 0.00% | 300 | 186 | 163.2% | $1.17万 | 加仓 |
| — | DEUTSCHE BOERSE FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $1.89万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES I | $1.89万 | 0.00% | 952 | 0 | 0.0% | — | 不变 |
| — | GEELY AUTOMOBILE HLDGS F | $1.90万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.90万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $1.90万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V NEW F | $1.90万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL I | $1.91万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR EMERGING ASIA A | $1.91万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $1.91万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| — | LONZA GROUP AG FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $1.92万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $1.92万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD COM | $1.93万 | 0.00% | 1,272 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL | $1.94万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $1.95万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.96万 | 0.00% | 725 | 250 | 52.6% | $6,750 | 加仓 |
| FTS | FORTIS INC F | $1.96万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUB LTD CO F | $1.97万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC NEW F | $1.98万 | 0.00% | 324 | 74 | 29.6% | $4,513 | 加仓 |
| TDF | TEETFETON DRAGON FD INC | $1.98万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| — | ONO PHARMACEUTICAL CO FSPONSORED ADR 0 333333333333 ORD COM | $1.98万 | 0.00% | 3,747 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.99万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS INC | $1.99万 | 0.00% | 60 | 60 | — | $1.99万 | 新建仓 |
| — | WUXI BIOLOGICS CAYMAN FUNSPONSORED ADR 1 ADR REPS 2 ORD COM | $2.00万 | 0.00% | 2,229 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY | $2.01万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINUM | $2.02万 | 0.00% | 167 | -148 | -47.0% | -$1.79万 | 减仓 |
| THFF | FIRST FINL CORP | $2.02万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2.02万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P | $2.04万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $2.04万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| KRC | KILROY RLTY CORP REIT | $2.04万 | 0.00% | 718 | 100 | 16.2% | $2,845 | 加仓 |
| PAYX | PAYCHEX INC | $2.04万 | 0.00% | 222 | -49 | -18.1% | -$4,509 | 减仓 |
| — | AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD COM | $2.05万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES MORNINGSTAR | $2.05万 | 0.00% | 228 | 1 | 0.4% | $90 | 加仓 |
| USO | UNITED STATES | $2.06万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI | $2.06万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $2.07万 | 0.00% | 337 | -4 | -1.2% | -$245 | 减仓 |
| WSBC | WESBANCO INC | $2.07万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| — | SWISS RE LTD FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $2.10万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $2.11万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CLASS A | $2.12万 | 0.00% | 176 | -12 | -6.4% | -$1,444 | 减仓 |
| — | FIRST TRUST | $2.12万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $2.14万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO HIGH | $2.14万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP | $2.17万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $2.18万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $2.19万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC F | $2.19万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC REIT | $2.19万 | 0.00% | 513 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $2.20万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET | $2.20万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| — | RENESAS ELECTRONICS CO FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.21万 | 0.00% | 3,062 | 0 | 0.0% | — | 不变 |
| — | GIVAUDAN SA FSPONSORED ADR 1 ADR REP 0 02 ORD COM | $2.21万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $2.22万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | COMPASS GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.23万 | 0.00% | 762 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2.23万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.23万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ON F | $2.24万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR REIT | $2.25万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| — | COVESTRO AG FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.27万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $2.27万 | 0.00% | 250 | -925 | -78.7% | -$8.39万 | 减仓 |