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 |
|---|---|---|---|---|---|---|---|---|
| DHI | D R HORTON INC | $3.36万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.38万 | 0.00% | 2,130 | -167 | -7.3% | -$2,652 | 减仓 |
| IJK | ISHARES S&P | $3.38万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN | $3.40万 | 0.00% | 554 | -7,100 | -92.8% | -$43.64万 | 减仓 |
| BWA | BORG WARNER | $3.42万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3.42万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $3.42万 | 0.00% | 931 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATL INC WIS CLASS B | $3.43万 | 0.00% | 938 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $3.45万 | 0.00% | 1,667 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $3.45万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3.46万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $3.48万 | 0.00% | 300 | 300 | — | $3.48万 | 新建仓 |
| VNO | VORNADO RLTY TR REIT | $3.48万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS | $3.51万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $3.53万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODUCTS | $3.53万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $3.54万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| — | BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.55万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS | $3.55万 | 0.00% | 466 | -12 | -2.5% | -$914 | 减仓 |
| BST | BLACKROCK SCIENCE | $3.55万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $3.55万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | HARTFORD INTERNATIONAL VALUE I | $3.56万 | 0.00% | 1,341 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $3.56万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | BASF SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $3.57万 | 0.00% | 2,680 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.57万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $3.57万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.59万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $3.59万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $3.61万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3.63万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $3.65万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET | $3.67万 | 0.00% | 336 | 240 | 250.0% | $2.62万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.67万 | 0.00% | 1,846 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.67万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $3.69万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| — | NTNL AUSTRALIA BK LT A FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $3.71万 | 0.00% | 2,840 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HLDG | $3.71万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE | $3.71万 | 0.00% | 108 | -20 | -15.6% | -$6,878 | 减仓 |
| TAN | INVESCO SOLAR | $3.72万 | 0.00% | 628 | 0 | 0.0% | — | 不变 |
| — | MARUBENI CORP F | $3.72万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP P FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.73万 | 0.00% | 6,406 | 0 | 0.0% | — | 不变 |
| — | SINGAPORE TELECOMMUNIC FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $3.74万 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP F | $3.74万 | 0.00% | 808 | 0 | 0.0% | — | 不变 |
| — | SOCIETE GENERALE FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $3.74万 | 0.00% | 2,106 | 0 | 0.0% | — | 不变 |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $3.76万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD F | $3.79万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI | $3.80万 | 0.00% | 433 | 75 | 20.9% | $6,578 | 加仓 |
| AFL | AFLAC INC | $3.80万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3.80万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.81万 | 0.01% | 356 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY | $3.83万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| — | CLEARBRIDGE VALUE A | $3.84万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| HTAB | HARTFORD SCHRODERS | $3.84万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTUR | $3.85万 | 0.01% | 1,000 | 1,000 | — | $3.85万 | 新建仓 |
| WRB | BERKLEY W R CORP | $3.88万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTL | $3.92万 | 0.01% | 945 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTL | $3.92万 | 0.01% | 439 | 439 | — | $3.92万 | 新建仓 |
| BNY | BANK NEW YORK MELLON COR | $3.93万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP F | $3.94万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| — | BAYER A G FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $3.94万 | 0.01% | 2,878 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $3.96万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS | $3.97万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| — | ANZ GROUP HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.97万 | 0.01% | 1,624 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $3.97万 | 0.01% | 186 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $3.98万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH | $3.99万 | 0.01% | 168 | 10 | 6.3% | $2,376 | 加仓 |
| IDXX | IDEXX LABS INC | $4.00万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BANK AG FCLASS N | $4.00万 | 0.01% | 1,186 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $4.01万 | 0.01% | 1,634 | -557 | -25.4% | -$1.37万 | 减仓 |
| — | AMPLIFY ETFO | $4.03万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $4.04万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CLASS A | $4.05万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD NEW FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.06万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CLASS A | $4.10万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $4.12万 | 0.01% | 5,000 | 5,000 | — | $4.12万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $4.13万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC | $4.14万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| — | ITOCHU CORP F | $4.15万 | 0.01% | 3,640 | 0 | 0.0% | — | 不变 |
| — | SWEDBANK A B FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.15万 | 0.01% | 1,108 | 0 | 0.0% | — | 不变 |
| SYFI | AB SHORT | $4.16万 | 0.01% | 1,164 | 0 | 0.0% | — | 不变 |
| — | AAC TECHNOLOGIES HLDGS FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.17万 | 0.01% | 7,674 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUNICIPAL | $4.17万 | 0.01% | 1,834 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $4.19万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| CF | CF INDS HLDGS INC | $4.21万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $4.23万 | 0.01% | 2,004 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $4.25万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $4.27万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC | $4.30万 | 0.01% | 1,667 | 0 | 0.0% | — | 不变 |
| — | DFA US SMALL CAP I | $4.32万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $4.33万 | 0.01% | 1,592 | 0 | 0.0% | — | 不变 |
| — | DEN DANSKE BANK AKTIES FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $4.34万 | 0.01% | 1,614 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $4.34万 | 0.01% | 447 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL | $4.35万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY | $4.36万 | 0.01% | 95 | -109 | -53.4% | -$5.00万 | 减仓 |
| MTB | M&T BANK | $4.36万 | 0.01% | 183 | -16 | -8.0% | -$3,815 | 减仓 |
| CEG | CONSTELLATION ENERGY | $4.37万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KAN F | $4.37万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP DEL | $4.37万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MNG INC F | $4.41万 | 0.01% | 1,558 | 0 | 0.0% | — | 不变 |