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 |
|---|---|---|---|---|---|---|---|---|
| WASH | WASHINGTON TR BANCORP IN | $1.96万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $1.96万 | 0.00% | 4,014 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.97万 | 0.00% | 1,000 | 275 | 37.9% | $5,404 | 加仓 |
| ALLE | ALLEGION PUB LTD CO F | $1.97万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC F | $1.97万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $1.98万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | WUXI BIOLOGICS CAYMAN FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.98万 | 0.00% | 2,229 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $1.98万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SWISS RE LTD FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $1.99万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC NEW F | $1.99万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $1.99万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET | $2.00万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2.00万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $2.00万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $2.01万 | 0.00% | 1,134 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $2.02万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| — | NOMURA SYSTEMATIC EMERGING MARKETS EQ I | $2.02万 | 0.00% | 732 | 732 | — | $2.02万 | 新建仓 |
| — | LONZA GROUP AG FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $2.02万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TDF | TEMPLETON DRAGON FD INC | $2.03万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST | $2.03万 | 0.00% | 166 | -50 | -23.1% | -$6,120 | 减仓 |
| RKLB | ROCKET LAB | $2.03万 | 0.00% | 200 | 200 | — | $2.03万 | 新建仓 |
| PII | POLARIS INC | $2.04万 | 0.00% | 298 | 1 | 0.3% | $68 | 加仓 |
| CELH | CELSIUS HOLDINGS | $2.05万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | LOCALIZA RENT A CAR S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.06万 | 0.00% | 2,853 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2.07万 | 0.00% | 388 | -3,160 | -89.1% | -$16.83万 | 减仓 |
| ES | EVERSOURCE ENERGY | $2.07万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC | $2.07万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| BUSE | FIRST BUSEY CORP | $2.08万 | 0.00% | 704 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $2.08万 | 0.00% | 114 | -33 | -22.4% | -$6,023 | 减仓 |
| RACE | FERRARI N V NEW F | $2.08万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | THALES FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $2.09万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S TARGETED VALUE ETF | $2.10万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.10万 | 0.00% | 656 | -704 | -51.8% | -$2.25万 | 减仓 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.10万 | 0.00% | 1,582 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL | $2.10万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $2.11万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES I | $2.12万 | 0.00% | 952 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS I | $2.12万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2.13万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $2.13万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| DEI | DOUGLAS EMMETT INC REIT | $2.17万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $2.18万 | 0.00% | 156 | -4 | -2.5% | -$560 | 减仓 |
| — | COVESTRO AG FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.19万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P | $2.19万 | 0.00% | 293 | 14 | 5.0% | $1,049 | 加仓 |
| FBIN | FORTUNE BRANDS | $2.20万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL | $2.21万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $2.21万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST | $2.23万 | 0.00% | 1,141 | 1,141 | — | $2.23万 | 新建仓 |
| — | XINYI GLASS HLDGS LTD FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $2.24万 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $2.25万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| — | UNITED UTILS GROUP PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.26万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT PHYSICAL | $2.26万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG | $2.27万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $2.27万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $2.28万 | 0.00% | 2,485 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $2.28万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $2.28万 | 0.00% | 1,100 | 100 | 10.0% | $2,074 | 加仓 |
| — | PING AN INS GROUP CO C FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.28万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.28万 | 0.00% | 82 | -2 | -2.4% | -$557 | 减仓 |
| FANG | DIAMONDBACK ENERGY | $2.30万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | ESSILOR INTL S A FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.31万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO HIGH | $2.32万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS | $2.33万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.33万 | 0.00% | 62 | -19 | -23.5% | -$7,126 | 减仓 |
| WSBC | WESBANCO INC | $2.33万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| — | ASSA ABLOY AB FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.33万 | 0.00% | 1,322 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $2.34万 | 0.00% | 455 | -11 | -2.4% | -$566 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $2.34万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| — | NITTO DENKO CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.35万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| — | KONE OYJ FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.35万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $2.35万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.35万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $2.36万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $2.36万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | E ON SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.37万 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| — | MUNICH RE GROUP FSPONSORED ADR 1 ADR REP 0 02 ORD SHS | $2.37万 | 0.00% | 2,120 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $2.38万 | 0.00% | 105 | 30 | 40.0% | $6,812 | 加仓 |
| NNN | NNN REIT INC REIT | $2.39万 | 0.00% | 513 | 0 | 0.0% | — | 不变 |
| AON | AON PLC FCLASS A | $2.39万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $2.39万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.41万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $2.41万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK CORP FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2.41万 | 0.00% | 1,890 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $2.41万 | 0.00% | 462 | 1 | 0.2% | $52 | 加仓 |
| JLL | JONES LANG | $2.42万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $2.42万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINL CORP | $2.45万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $2.45万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS DYNAMIC MUNICIPAL INC INV | $2.47万 | 0.00% | 1,610 | 1,610 | — | $2.47万 | 新建仓 |
| VMC | VULCAN MATLS CO | $2.48万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN-WILLIAMS CO | $2.48万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | COMPASS GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.48万 | 0.00% | 762 | 0 | 0.0% | — | 不变 |
| — | NORDEA BANK AB FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.50万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.51万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK STRATEGIC INCOME OPPS INSTL | $2.52万 | 0.00% | 2,578 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $2.52万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY | $2.52万 | 0.00% | 611 | 88 | 16.8% | $3,636 | 加仓 |
| CRBN | ISHARES LOW | $2.53万 | 0.00% | 100 | -200 | -66.7% | -$5.06万 | 减仓 |
| — | FIDELITY ADVISOR EMERGING ASIA A | $2.54万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2.56万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |