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 |
|---|---|---|---|---|---|---|---|---|
| NUBD | NUVEEN ESG | $2.28万 | 0.00% | 1,025 | 1,025 | — | $2.28万 | 新建仓 |
| MGM | MGM RESORTS | $2.28万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $2.28万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $2.28万 | 0.00% | 112 | -50 | -30.9% | -$1.02万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II KBW PREM | $2.29万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | QBE INS GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.29万 | 0.00% | 1,520 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD COM | $2.29万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $2.30万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $2.30万 | 0.00% | 150 | -50 | -25.0% | -$7,655 | 减仓 |
| — | NITTO DENKO CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.31万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOL | $2.32万 | 0.00% | 1,174 | 600 | 104.5% | $1.18万 | 加仓 |
| AAON | AAON INC | $2.32万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $2.32万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.32万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| AON | AON PLC FCLASS CLASS A | $2.33万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $2.33万 | 0.00% | 1,000 | 300 | 42.9% | $6,990 | 加仓 |
| NTRS | NORTHERN TR CORP | $2.33万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS | $2.34万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $2.34万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | NORDEA BANK AB FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.34万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.35万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $2.35万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | UNITED UTILS GROUP PLC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $2.36万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P | $2.36万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST | $2.37万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG | $2.39万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | ARGO BLOCKCHAIN | $2.40万 | 0.00% | 8,350 | 8,350 | — | $2.40万 | 新建仓 |
| — | XINYI GLASS HLDGS LTD FSPONSORED ADR 1 ADR REPS 20 ORD COM | $2.40万 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $2.41万 | 0.00% | 2,020 | 1,000 | 98.0% | $1.19万 | 重新持有 |
| IFF | INTERNTNL FLAVORS & | $2.41万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG | $2.41万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $2.41万 | 0.00% | 160 | 1 | 0.6% | $151 | 加仓 |
| WAT | WATERS CORP | $2.42万 | 0.00% | 81 | 81 | — | $2.42万 | 新建仓 |
| PCVX | VAXCYTE INC | $2.42万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P | $2.42万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.42万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $2.43万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP | $2.43万 | 0.00% | 825 | 45 | 5.8% | $1,327 | 加仓 |
| TKR | TIMKEN CO | $2.43万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES S&P | $2.43万 | 0.00% | 561 | 5 | 0.9% | $217 | 加仓 |
| MLM | MARTIN MARIETTA | $2.44万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | ASSA ABLOY AB FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.44万 | 0.00% | 1,322 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $2.45万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INCCLASS CLASS A | $2.45万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HOLDINGS | $2.46万 | 0.00% | 700 | -200 | -22.2% | -$7,016 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES OPPS INV A | $2.46万 | 0.00% | 397 | -247 | -38.4% | -$1.53万 | 减仓 |
| SUNB | SUNBELT RENTALS HLDGS IN | $2.47万 | 0.00% | 392 | 392 | — | $2.47万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $2.48万 | 0.00% | 379 | -11 | -2.8% | -$720 | 减仓 |
| INCY | INCYTE CORP | $2.48万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK STRATEGIC INCOME OPPS INSTL | $2.49万 | 0.00% | 2,578 | 0 | 0.0% | — | 不变 |
| — | THALES FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $2.51万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HLDG | $2.51万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.52万 | 0.00% | 254 | -148 | -36.8% | -$1.47万 | 减仓 |
| SDIV | GLOBAL X FDS | $2.53万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATL INC WIS CLASS CLASS B | $2.54万 | 0.00% | 938 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY | $2.54万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE | $2.54万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK CORP FUNSPONSORED ADR 1 ADR REPS 10 ORD COM | $2.55万 | 0.00% | 1,890 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2.56万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| G | GENPACT LTD F | $2.56万 | 0.00% | 678 | -16 | -2.3% | -$604 | 减仓 |
| DVN | DEVON ENERGY | $2.59万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD COM | $2.60万 | 0.00% | 2,080 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON SMALL CAP VALUE T | $2.60万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $2.61万 | 0.00% | 164 | -45 | -21.5% | -$7,149 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.62万 | 0.00% | 336 | -7 | -2.0% | -$545 | 减仓 |
| — | KONE OYJ FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.63万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $2.64万 | 0.00% | 2,485 | -83 | -3.2% | -$881 | 减仓 |
| — | E ON SE FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.64万 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| BBSI | BARREITT BUSINESS | $2.65万 | 0.00% | 907 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $2.65万 | 0.00% | 4,014 | -300 | -7.0% | -$1,980 | 减仓 |
| IQV | IQVIA HLDGS INC | $2.65万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK | $2.65万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM | $2.66万 | 0.00% | 647 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL | $2.67万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | MUNICH RE GROUP FSPONSORED ADR 1 ADR REP 0 02 ORD COM | $2.67万 | 0.00% | 2,120 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $2.68万 | 0.00% | 215 | -4 | -1.8% | -$499 | 减仓 |
| CIEN | CIENA CORP | $2.69万 | 0.00% | 60 | 60 | — | $2.69万 | 新建仓 |
| VONG | VANGUARD RUSSELL | $2.69万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $2.70万 | 0.00% | 368 | 1 | 0.3% | $73 | 加仓 |
| IXUS | ISHARES CORE | $2.70万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INV | $2.70万 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| — | PING AN INS GROUP CO C FSPONSORED ADR 1 ADR REPS 2 ORD COM | $2.70万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| — | ESSILOR INTL S A FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.70万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODUCTS | $2.70万 | 0.00% | 259 | 0 | 0.0% | — | 重新持有 |
| DRI | DARDEN RESTAURANTS INC | $2.71万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH | $2.71万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR INTL CAPL APP A | $2.71万 | 0.00% | 849 | 434 | 104.6% | $1.39万 | 加仓 |
| ARW | ARROW ELECTRS INC | $2.71万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC REIT | $2.73万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.75万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.76万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS | $2.77万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ALFA LAVAL AB SWEDEN FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.77万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P | $2.78万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| — | ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.78万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER | $2.79万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE REIT | $2.80万 | 0.00% | 100 | -449 | -81.8% | -$12.59万 | 减仓 |
| IYM | ISHARES U S | $2.81万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES C | $2.81万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| — | LOCALIZA RENT A CAR S FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.82万 | 0.00% | 2,853 | 0 | 0.0% | — | 不变 |