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 |
|---|---|---|---|---|---|---|---|---|
| NTAP | NETAPP INC | $2.57万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2.57万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.59万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP | $2.59万 | 0.00% | 823 | 500 | 154.8% | $1.58万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS INC | $2.61万 | 0.00% | 70 | 10 | 16.7% | $3,729 | 加仓 |
| RS | RELIANCE INC | $2.62万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $2.62万 | 0.00% | 2,020 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD F | $2.62万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| IFF | INTL FLAVOR & FRAGRANCE | $2.63万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $2.64万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING | $2.64万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.65万 | 0.00% | 839 | 4 | 0.5% | $127 | 加仓 |
| — | QBE INS GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.66万 | 0.00% | 1,520 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $2.68万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INV | $2.68万 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES OPPS INV A | $2.69万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| KRC | KILROY RLTY CORP REIT | $2.69万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.70万 | 0.00% | 550 | 242 | 78.6% | $1.19万 | 加仓 |
| VFLO | VICTORYSHARES FREE | $2.71万 | 0.00% | 592 | 592 | — | $2.71万 | 新建仓 |
| TRI | THOMSON REUTERS CORP F | $2.71万 | 0.00% | 332 | -6 | -1.8% | -$490 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW REIT | $2.72万 | 0.00% | 166 | -8 | -4.6% | -$1,309 | 减仓 |
| — | GIVAUDAN SA FSPONSORED ADR 1 ADR REP 0 02 ORD SHS | $2.74万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INCCLASS A | $2.74万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERICAN | $2.75万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL | $2.75万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P | $2.78万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.78万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH | $2.82万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $2.82万 | 0.00% | 369 | 1 | 0.3% | $77 | 加仓 |
| WES | WESTERN MIDSTREAM | $2.83万 | 0.00% | 647 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $2.84万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2.84万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINL | $2.84万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P | $2.85万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $2.85万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ON F | $2.85万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP | $2.86万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.87万 | 0.00% | 1,070 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.87万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U S | $2.87万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON SMALL CAP VALUE T | $2.88万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2.88万 | 0.00% | 254 | -5 | -1.9% | -$567 | 减仓 |
| RUSHB | RUSH ENTERPRISES INC | $2.88万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $2.89万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST | $2.89万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI | $2.90万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $2.90万 | 0.00% | 149 | -3 | -2.0% | -$585 | 减仓 |
| — | BAYERISCHE MOTOREN WER FUNSPONSORED ADR 0 333333333333 ORD SHS | $2.91万 | 0.00% | 1,338 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC REIT | $2.91万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| — | DSV A/S FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.92万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $2.93万 | 0.00% | 172 | -2 | -1.1% | -$340 | 减仓 |
| — | BAIRD CORE PLUS BOND INV | $2.93万 | 0.00% | 2,728 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HLDGS IN | $2.93万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $2.94万 | 0.00% | 404 | -9 | -2.2% | -$655 | 减仓 |
| IQV | IQVIA HLDGS INC | $2.96万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTL | $2.96万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET | $2.97万 | 0.00% | 1,162 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $2.97万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $2.98万 | 0.00% | 346 | 96 | 38.4% | $8,267 | 加仓 |
| DVA | DAVITA INC | $2.98万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | ALFA LAVAL AB SWEDEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.99万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $2.99万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U S | $3.02万 | 0.00% | 450 | 150 | 50.0% | $1.01万 | 加仓 |
| CVE | CENOVUS ENERGY INC F | $3.02万 | 0.00% | 1,217 | 100 | 9.0% | $2,481 | 加仓 |
| APD | AIR PRODUCTS | $3.02万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW F | $3.03万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| — | FUJITSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.03万 | 0.00% | 1,524 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.04万 | 0.00% | 398 | -60 | -13.1% | -$4,577 | 减仓 |
| HEI | HEICO CORP NEW | $3.06万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTERNTNL S FCLASS N | $3.07万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $3.07万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET | $3.09万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $3.10万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG | $3.10万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.11万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $3.12万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X | $3.13万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL | $3.13万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $3.15万 | 0.00% | 800 | -75 | -8.6% | -$2,956 | 减仓 |
| — | ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.16万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR INTL CAPL APP A | $3.16万 | 0.00% | 849 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR | $3.16万 | 0.00% | 1,166 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE REIT | $3.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $3.18万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U S | $3.21万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $3.22万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BBSI | BARRETT BUSINESS | $3.22万 | 0.00% | 907 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC F | $3.22万 | 0.00% | 864 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P | $3.22万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | PROSUS N V F | $3.25万 | 0.00% | 3,732 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP REIT | $3.26万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.28万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINUM | $3.29万 | 0.00% | 168 | 1 | 0.6% | $196 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3.29万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $3.29万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.30万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES C | $3.30万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $3.31万 | 0.00% | 776 | 100 | 14.8% | $4,266 | 加仓 |
| PYLD | PIMCO ENHANCED | $3.31万 | 0.00% | 1,250 | 1,250 | — | $3.31万 | 新建仓 |
| MTZ | MASTEC INC | $3.33万 | 0.00% | 80 | 45 | 128.6% | $1.87万 | 加仓 |