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 |
|---|---|---|---|---|---|---|---|---|
| HMC | HONDA MOTOR | $2.83万 | 0.00% | 1,166 | 700 | 150.2% | $1.70万 | 加仓 |
| MS | MORGAN STANLEY | $2.83万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $2.84万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $2.84万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST | $2.85万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.88万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.90万 | 0.00% | 2,108 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $2.90万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| JBS | JBS N V FCLASS A | $2.90万 | 0.00% | 1,636 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $2.91万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT PHYSICAL | $2.93万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | BAIRD CORE PLUS BOND INV | $2.94万 | 0.00% | 2,728 | 1,384 | 103.0% | $1.49万 | 加仓 |
| CLS | CELESTICA INC EQUITY FCLASS EQUITY | $2.95万 | 0.00% | 100 | 100 | — | $2.95万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2.95万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2.96万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC F | $2.97万 | 0.00% | 1,117 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X | $2.97万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET | $2.98万 | 0.00% | 1,162 | -707 | -37.8% | -$1.81万 | 减仓 |
| CNS | COHEN & STEERS | $2.99万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING | $2.99万 | 0.00% | 720 | 150 | 26.3% | $6,238 | 加仓 |
| — | DSV A/S FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $3.00万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTERNTNL S FCLASS CLASS N | $3.00万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $3.00万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER | $3.02万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3.02万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS | $3.02万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $3.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.03万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 | $3.05万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $3.05万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $3.06万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $3.06万 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.07万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $3.08万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CLASS CLASS A | $3.09万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $3.09万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.09万 | 0.00% | 2,297 | -30 | -1.3% | -$404 | 减仓 |
| PUK | PRUDENTIAL PLC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $3.11万 | 0.00% | 1,070 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $3.12万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3.13万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.13万 | 0.00% | 74 | -7 | -8.6% | -$2,961 | 减仓 |
| — | FUJITSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.14万 | 0.00% | 1,524 | 0 | 0.0% | — | 不变 |
| — | SOCIETE GENERALE FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $3.15万 | 0.00% | 2,106 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP CLASS CLASS A | $3.15万 | 0.00% | 232 | 210 | 954.5% | $2.85万 | 加仓 |
| NTR | NUTRIEN LTD F | $3.15万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $3.15万 | 0.00% | 218 | -31 | -12.4% | -$4,479 | 减仓 |
| YUM | YUM BRANDS INC | $3.20万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $3.20万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTL | $3.21万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.23万 | 0.00% | 1,846 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $3.24万 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| — | BAYER A G FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $3.24万 | 0.00% | 2,878 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI | $3.27万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.28万 | 0.01% | 114 | 20 | 21.3% | $5,755 | 加仓 |
| ADC | AGREE RLTY CORP REIT | $3.29万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| — | AETFIFY ETHO | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 重新持有 |
| — | AAC TECHNOLOGIES HLDGS FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.32万 | 0.01% | 7,674 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $3.32万 | 0.01% | 272 | -161 | -37.2% | -$1.96万 | 减仓 |
| OKTA | OKTA INC CLASS A | $3.33万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP P FSPONSORED ADR 1 ADR REPS 4 ORD COM | $3.34万 | 0.01% | 6,406 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $3.34万 | 0.01% | 550 | -100 | -15.4% | -$6,081 | 减仓 |
| — | HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $3.35万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $3.35万 | 0.01% | 1,667 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERICAN | $3.35万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| — | HARTFORD INTERNATIONAL VALUE I | $3.38万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH | $3.38万 | 0.01% | 158 | 150 | 1,875.0% | $3.21万 | 加仓 |
| AYI | ACUITY INC | $3.39万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $3.41万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $3.42万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| SIEGY | SIEMENS A G F | $3.42万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY | $3.43万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| — | PROSUS N V F | $3.46万 | 0.01% | 3,732 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U S | $3.47万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO NEXT | $3.48万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE | $3.49万 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.49万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CLASS CLASS A | $3.49万 | 0.01% | 165 | 24 | 17.0% | $5,080 | 加仓 |
| — | CLEARBRIDGE VALUE A | $3.49万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR | $3.50万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PART LP | $3.51万 | 0.01% | 931 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $3.51万 | 0.01% | 518 | 175 | 51.0% | $1.19万 | 加仓 |
| DB | DEUTSCHE BANK AG FCLASS CLASS N | $3.53万 | 0.01% | 1,186 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC | $3.56万 | 0.01% | 1,667 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $3.57万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.57万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $3.58万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $3.60万 | 0.01% | 147 | 67 | 83.8% | $1.64万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP F | $3.61万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3.62万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| — | FAST REITAILING CO LTD FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $3.62万 | 0.01% | 884 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $3.63万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET | $3.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3.65万 | 0.01% | 102 | -22 | -17.7% | -$7,873 | 减仓 |
| — | MACQUARIE GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.66万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $3.66万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $3.70万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.70万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC COM | $3.71万 | 0.01% | 26,500 | 500 | 1.9% | $700 | 加仓 |
| SU | SUNCOR ENERGY INC NEW F | $3.72万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.74万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |