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 |
|---|---|---|---|---|---|---|---|---|
| FTMS | PUTNAM FRANKLIN | $0 | 0.00% | 0 | -71,714 | -100.0% | -$71.21万 | 清仓 |
| FUMB | FIRST TRUST | $0 | 0.00% | 0 | -30,000 | -100.0% | -$60.18万 | 清仓 |
| — | GROWTH POOL | $0 | 0.00% | 0 | -4,451 | -100.0% | -$36.31万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -8,222 | -100.0% | -$24.86万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -830 | -100.0% | -$15.23万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -1,633 | -100.0% | -$11.77万 | 清仓 |
| — | EXACT SCIENCES | $0 | 0.00% | 0 | -552 | -100.0% | -$5.62万 | 清仓 |
| EXE | EXPAND ENERGY | $0 | 0.00% | 0 | -500 | -100.0% | -$5.52万 | 清仓 |
| — | ENVVENO MED | $0 | 0.00% | 0 | -92,650 | -100.0% | -$2.97万 | 清仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$2.80万 | 清仓 |
| — | ASHTEAD GROUP PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -392 | -100.0% | -$2.75万 | 清仓 |
| — | BAIRD QUALITY INTERMEDIATE MUNI BD INST | $0 | 0.00% | 0 | -2,333 | -100.0% | -$2.60万 | 清仓 |
| — | COLUMBIA TAX-EXEMPT FUND S | $0 | 0.00% | 0 | -2,212 | -100.0% | -$2.60万 | 清仓 |
| — | GREAT LAKES DREDGE & DOC | $0 | 0.00% | 0 | -1,940 | -100.0% | -$2.57万 | 清仓 |
| BUI | BLACKROCK UTILITIES | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.57万 | 清仓 |
| — | VANGUARD WELLINGTON INV | $0 | 0.00% | 0 | -529 | -100.0% | -$2.37万 | 清仓 |
| LGLV | STATE STREET | $0 | 0.00% | 0 | -84 | -100.0% | -$1.49万 | 清仓 |
| — | VANGUARD HIGH-YIELD CORPORATE INV | $0 | 0.00% | 0 | -2,561 | -100.0% | -$1.42万 | 清仓 |
| — | CIVITAS RES INC | $0 | 0.00% | 0 | -508 | -100.0% | -$1.41万 | 清仓 |
| — | HANG SENG BK LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -648 | -100.0% | -$1.28万 | 清仓 |
| — | MONEY MARKET POOL | $0 | 0.00% | 0 | -9,031 | -100.0% | -$1.10万 | 清仓 |
| MTN | VAIL RESORTS | $0 | 0.00% | 0 | -81 | -100.0% | -$1.08万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TRERY BOND ETF | $0 | 0.00% | 0 | -85 | -100.0% | -$1.01万 | 清仓 |
| — | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $0 | 0.00% | 0 | -595 | -100.0% | -$9,615 | 清仓 |
| IEP | ICAHN ENTERPRISES L P LP | $0 | 0.00% | 0 | -1,220 | -100.0% | -$9,125 | 清仓 |
| — | VANGUARD LIFESTRATEGY INCOME INV | $0 | 0.00% | 0 | -538 | -100.0% | -$8,488 | 清仓 |
| — | SCHWAB INTERNATIONAL INDEX | $0 | 0.00% | 0 | -257 | -100.0% | -$7,461 | 清仓 |
| — | SCHWAB SMALL CAP INDEX | $0 | 0.00% | 0 | -182 | -100.0% | -$7,362 | 清仓 |
| GPC | GENUINE PARTS | $0 | 0.00% | 0 | -59 | -100.0% | -$7,255 | 清仓 |
| WY | WEYERHAEUSER CO | $0 | 0.00% | 0 | -300 | -100.0% | -$7,107 | 清仓 |
| — | VANGUARD LIFESTRATEGY GROWTH INV | $0 | 0.00% | 0 | -134 | -100.0% | -$6,886 | 清仓 |
| SCHG | SCHWAB US | $0 | 0.00% | 0 | -200 | -100.0% | -$6,524 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -172 | -100.0% | -$4,767 | 清仓 |
| JPSE | JPMORGAN DIVERSIFIED | $0 | 0.00% | 0 | -93 | -100.0% | -$4,690 | 清仓 |
| QCLN | FIRST TST NASDAQ CLEAN ED ID ETF | $0 | 0.00% | 0 | -84 | -100.0% | -$3,904 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$3,690 | 清仓 |
| FHB | FIRST HAWAIIAN | $0 | 0.00% | 0 | -119 | -100.0% | -$3,011 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -38 | -100.0% | -$2,661 | 清仓 |
| HNST | HONEST COMPANY | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2,580 | 清仓 |
| CPT | CAMDEN PROPERTY | $0 | 0.00% | 0 | -22 | -100.0% | -$2,422 | 清仓 |
| TTD | THE TRADE DESK INC CLASS CLASS A | $0 | 0.00% | 0 | -45 | -100.0% | -$1,695 | 清仓 |
| MOS | THE MOSAIC CO | $0 | 0.00% | 0 | -65 | -100.0% | -$1,626 | 清仓 |
| — | LOOMIS SAYLES BOND RETAIL | $0 | 0.00% | 0 | -126 | -100.0% | -$1,532 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -23 | -100.0% | -$1,524 | 清仓 |
| CXT | CRANE NXT | $0 | 0.00% | 0 | -28 | -100.0% | -$1,318 | 清仓 |
| APG | API GROUP | $0 | 0.00% | 0 | -34 | -100.0% | -$1,301 | 清仓 |
| AIV | APARTMENT INVT & MGMT COCLASS CLASS A | $0 | 0.00% | 0 | -211 | -100.0% | -$1,247 | 清仓 |
| — | FRONTIER COMMUNICATIONS | $0 | 0.00% | 0 | -30 | -100.0% | -$1,142 | 清仓 |
| PHIN | PHINIA INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,128 | 清仓 |
| HGV | HILTON GRAND | $0 | 0.00% | 0 | -25 | -100.0% | -$1,119 | 清仓 |
| — | ATAI BECKLEY | $0 | 0.00% | 0 | -250 | -100.0% | -$1,023 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -3 | -100.0% | -$940 | 清仓 |
| HHH | HOWARD HUGHES | $0 | 0.00% | 0 | -10 | -100.0% | -$798 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -45 | -100.0% | -$730 | 清仓 |
| TMDX | TRANSMEDICS GROUP | $0 | 0.00% | 0 | -6 | -100.0% | -$730 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -5 | -100.0% | -$711 | 清仓 |
| — | LXP INDUSTRIAL | $0 | 0.00% | 0 | -14 | -100.0% | -$694 | 清仓 |
| WAL | WESTERN ALLIANCE | $0 | 0.00% | 0 | -8 | -100.0% | -$673 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY | $0 | 0.00% | 0 | -68 | -100.0% | -$609 | 清仓 |
| PK | PARK HOTELS | $0 | 0.00% | 0 | -55 | -100.0% | -$575 | 清仓 |
| NN | NEXTNAV INC | $0 | 0.00% | 0 | -34 | -100.0% | -$566 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$555 | 清仓 |
| DNLI | DENALI THERAPEUTICS | $0 | 0.00% | 0 | -33 | -100.0% | -$545 | 清仓 |
| AVA | AVISTA CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$501 | 清仓 |
| — | URGENTLY INC | $0 | 0.00% | 0 | -166 | -100.0% | -$485 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -36 | -100.0% | -$441 | 清仓 |
| PVH | PVH CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$402 | 清仓 |
| — | VIRTUS TOTAL RETURN FD | $0 | 0.00% | 0 | -62 | -100.0% | -$397 | 清仓 |
| GIL | GILDAN ACTIVEWEAR | $0 | 0.00% | 0 | -6 | -100.0% | -$375 | 清仓 |
| CCOI | COGENT COMMUNICATIONS | $0 | 0.00% | 0 | -16 | -100.0% | -$345 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$342 | 清仓 |
| JHX | JAMES HARDIE | $0 | 0.00% | 0 | -16 | -100.0% | -$332 | 清仓 |
| — | VCI GLOBAL | $0 | 0.00% | 0 | -524 | -100.0% | -$277 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -23 | -100.0% | -$260 | 清仓 |
| AUR | AURORA INNOVATION | $0 | 0.00% | 0 | -66 | -100.0% | -$253 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$200 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | -3 | -100.0% | -$193 | 清仓 |
| — | GOPRO INC CLASS CLASS A | $0 | 0.00% | 0 | -125 | -100.0% | -$182 | 清仓 |
| DDD | 3D SYSTEMS | $0 | 0.00% | 0 | -98 | -100.0% | -$173 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$153 | 清仓 |
| UE | URBAN EDGE | $0 | 0.00% | 0 | -5 | -100.0% | -$96 | 清仓 |
| EMBC | EMBECTA CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$36 | 清仓 |
| — | SILO PHARMA | $0 | 0.00% | 0 | -94 | -100.0% | -$32 | 清仓 |
| — | SCIVANTA MEDICAL XXXREGISTRATION REVOKED BY THE SEC EFF: 08/14/19 | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SOLAR ENERTECH CORP | $0 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| — | P D L BIOPHARMA INC | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | DELTA OIL & GAS INC | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | BLACK TITAN | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BNB PLUS | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | QUINCE THERAPEUTICS | $8 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK UTILS | $8 | 0.00% | 1,000 | 1,000 | — | $8 | 新建仓 |
| KD | KYNDRYL HOLDINGS | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VCI GLOBAL | $23 | 0.00% | 16 | 16 | — | $23 | 新建仓 |
| — | VALARIS LTD | $32 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTMX | VESTA REAL | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $55 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH | $85 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES | $86 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FIDELITY U S BOND INDEX | $99 | 0.00% | 9 | 0 | 0.0% | — | 不变 |