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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $2,399.49万 | 3.68% | 162,017 | 6,232 | 4.0% | $92.30万 | 加仓 |
| AAPL | APPLE INC | $2,346.69万 | 3.60% | 92,069 | 7,555 | 8.9% | $192.57万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $1,850.92万 | 2.84% | 57,691 | -205 | -0.4% | -$6.58万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,766.44万 | 2.71% | 30,581 | 476 | 1.6% | $27.50万 | 加仓 |
| TPC | TUTOR PERINI | $1,689.16万 | 2.59% | 218,832 | -7,590 | -3.4% | -$58.59万 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $1,361.14万 | 2.09% | 47,074 | -506 | -1.1% | -$14.63万 | 减仓 |
| AMZN | AMAZON COM INC | $1,243.46万 | 1.91% | 59,551 | 3,090 | 5.5% | $64.52万 | 加仓 |
| ETON | ETON PHARMACEUTICALS INC | $1,154.83万 | 1.77% | 467,915 | -3,025 | -0.6% | -$7.47万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI | $1,051.60万 | 1.61% | 116,143 | 113,688 | 4,630.9% | $1,029.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,050.21万 | 1.61% | 28,312 | 678 | 2.5% | $25.15万 | 加仓 |
| GOOG | ALPHABET INC CLASS CLASS C | $918.14万 | 1.41% | 31,715 | -186 | -0.6% | -$5.38万 | 减仓 |
| AGG | ISHARES CORE U S AGGREGATE BOND ETF | $910.57万 | 1.40% | 91,727 | 2,105 | 2.3% | $20.90万 | 加仓 |
| META | META PLATFORMS | $888.10万 | 1.36% | 15,510 | 115 | 0.7% | $6.58万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $849.36万 | 1.30% | 118,110 | 1,948 | 1.7% | $14.01万 | 加仓 |
| NVDA | NVIDIA CORP | $822.82万 | 1.26% | 46,613 | 560 | 1.2% | $9.89万 | 加仓 |
| AVGO | BROADCOM INC | $787.57万 | 1.21% | 25,234 | 20 | 0.1% | $6,242 | 加仓 |
| VCR | VANGUARD CONSUMER | $772.39万 | 1.18% | 21,526 | 44 | 0.2% | $1.58万 | 加仓 |
| GLD | SPDR GOLD SHARES | $748.81万 | 1.15% | 17,403 | -3,320 | -16.0% | -$142.85万 | 减仓 |
| VIG | VANGUARD DIVIDEND | $697.61万 | 1.07% | 32,421 | -20 | -0.1% | -$4,303 | 减仓 |
| PBI | PITNEY BOWES | $678.49万 | 1.04% | 614,014 | -4,350 | -0.7% | -$4.81万 | 减仓 |
| HROW | HARROW INC | $655.58万 | 1.00% | 185,926 | 4,575 | 2.5% | $16.13万 | 加仓 |
| COHR | COHERENT CORP | $647.02万 | 0.99% | 27,151 | -4,359 | -13.8% | -$103.88万 | 减仓 |
| AVUV | AVANTIS US SMALL CAP VALUE ETF | $620.86万 | 0.95% | 56,161 | 4,678 | 9.1% | $51.72万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $617.90万 | 0.95% | 179,565 | 33,295 | 22.8% | $114.57万 | 加仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $598.70万 | 0.92% | 129,617 | 2,853 | 2.3% | $13.18万 | 加仓 |
| SDY | STATE STREET | $562.71万 | 0.86% | 38,557 | 1,052 | 2.8% | $15.35万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR SBI HEALTHCARE | $549.97万 | 0.84% | 37,505 | 3,944 | 11.8% | $57.83万 | 加仓 |
| XLK | STATE STREET | $547.99万 | 0.84% | 41,082 | 316 | 0.8% | $4.22万 | 加仓 |
| — | SCHWAB MUNICIPAL MONEY ULTRA | $544.99万 | 0.84% | 5,449,857 | -2,540,000 | -31.8% | -$254.00万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $534.48万 | 0.82% | 7,699 | -610 | -7.3% | -$42.35万 | 减仓 |
| FCAL | FIRST TRUST | $518.13万 | 0.79% | 105,885 | -730 | -0.7% | -$3.57万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $509.67万 | 0.78% | 48,011 | 1,673 | 3.6% | $17.76万 | 加仓 |
| QQQM | INVESCO NASDAQ | $490.48万 | 0.75% | 20,618 | 4,118 | 25.0% | $97.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $482.51万 | 0.74% | 13,812 | -2,785 | -16.8% | -$97.29万 | 减仓 |
| SHOP | SHOPIFY INC FCLASS CLASS A | $461.94万 | 0.71% | 38,975 | -143 | -0.4% | -$1.69万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR | $432.14万 | 0.66% | 11,254 | 859 | 8.3% | $32.98万 | 加仓 |
| MLN | VANECK LONG | $426.09万 | 0.65% | 244,316 | 30,690 | 14.4% | $53.52万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $416.19万 | 0.64% | 41,385 | -5,688 | -12.1% | -$57.20万 | 减仓 |
| URI | UNITED RENTALS | $407.66万 | 0.62% | 5,595 | 45 | 0.8% | $3.28万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR SBI INT-FINL | $401.60万 | 0.62% | 81,299 | 2,576 | 3.3% | $12.72万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $376.03万 | 0.58% | 53,916 | 1,748 | 3.4% | $12.19万 | 加仓 |
| FMB | FIRST TRUST | $369.82万 | 0.57% | 72,959 | 4,700 | 6.9% | $23.82万 | 加仓 |
| FIXD | FIRST TRUST | $365.89万 | 0.56% | 83,910 | 16,315 | 24.1% | $71.14万 | 加仓 |
| ABBV | ABBVIE INC | $360.43万 | 0.55% | 16,650 | -72 | -0.4% | -$1.56万 | 减仓 |
| XLE | STATE STREET | $360.26万 | 0.55% | 59,060 | 2,936 | 5.2% | $17.91万 | 加仓 |
| BCO | BRINKS COMPANY | $354.19万 | 0.54% | 34,178 | 3,905 | 12.9% | $40.47万 | 加仓 |
| VXUS | VANGUARD TOTAL | $348.20万 | 0.53% | 45,156 | 1,030 | 2.3% | $7.94万 | 加仓 |
| JPST | JPMORGAN | $344.66万 | 0.53% | 68,129 | -4,040 | -5.6% | -$20.44万 | 减仓 |
| AMGN | AMGEN INC | $344.48万 | 0.53% | 9,815 | -106 | -1.1% | -$3.72万 | 减仓 |
| GILD | GILEAD SCIENCES | $323.03万 | 0.49% | 23,165 | -349 | -1.5% | -$4.87万 | 减仓 |
| VHT | VANGUARD HEALTH | $316.79万 | 0.49% | 11,630 | -85 | -0.7% | -$2.32万 | 减仓 |
| — | FIDELITY ADVISOR INTERM MUNI INC I | $313.34万 | 0.48% | 307,196 | 104,827 | 51.8% | $106.92万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP ETF | $311.57万 | 0.48% | 25,063 | 674 | 2.8% | $8.38万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $309.52万 | 0.47% | 18,326 | 356 | 2.0% | $6.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVIC | $298.65万 | 0.46% | 14,221 | 1,331 | 10.3% | $27.95万 | 加仓 |
| QCOM | QUALCOMM INC | $285.90万 | 0.44% | 22,276 | -449 | -2.0% | -$5.76万 | 减仓 |
| CVS | CVS HEALTH | $283.72万 | 0.43% | 39,444 | -6,365 | -13.9% | -$45.78万 | 减仓 |
| FDN | FIRST TR DJ INTERNT IDX | $282.44万 | 0.43% | 12,059 | 4,021 | 50.0% | $94.18万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $282.34万 | 0.43% | 10,760 | 210 | 2.0% | $5.51万 | 加仓 |
| SHY | ISHARES 1-3YR | $275.43万 | 0.42% | 33,357 | 82 | 0.2% | $6,771 | 加仓 |
| SMMU | PIMCO SHORT | $263.53万 | 0.40% | 52,240 | -12,650 | -19.5% | -$63.82万 | 减仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $250.96万 | 0.38% | 112,937 | 27,809 | 32.7% | $61.79万 | 加仓 |
| SNOW | SNOWFLAKE INC | $250.68万 | 0.38% | 16,601 | 3,057 | 22.6% | $46.16万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES | $250.37万 | 0.38% | 11,146 | 190 | 1.7% | $4.27万 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $244.03万 | 0.37% | 42,915 | 1,529 | 3.7% | $8.69万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $243.51万 | 0.37% | 3,742 | 120 | 3.3% | $7.81万 | 加仓 |
| AMAT | APPLIED MATERIALS | $243.46万 | 0.37% | 7,113 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE U S | $242.51万 | 0.37% | 20,955 | 20,605 | 5,887.1% | $238.46万 | 加仓 |
| — | SCHWAB MUNICIPAL MONEY INV | $241.25万 | 0.37% | 2,412,470 | 458,231 | 23.4% | $45.82万 | 加仓 |
| TRMB | TRIMBLE INC | $241.14万 | 0.37% | 36,967 | 13,705 | 58.9% | $89.40万 | 加仓 |
| SPTM | STATE STREET | $236.82万 | 0.36% | 29,953 | -722 | -2.4% | -$5.71万 | 减仓 |
| ORCL | ORACLE CORP | $231.09万 | 0.35% | 15,718 | -119 | -0.8% | -$1.75万 | 减仓 |
| VWO | VANGUARD FSTE | $226.90万 | 0.35% | 41,998 | 2,220 | 5.6% | $11.99万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $225.81万 | 0.35% | 27,548 | 2,488 | 9.9% | $20.39万 | 加仓 |
| FVD | FIRST TRUST | $220.09万 | 0.34% | 46,743 | 128 | 0.3% | $6,027 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $215.86万 | 0.33% | 4,516 | -120 | -2.6% | -$5.74万 | 减仓 |
| BX | BLACKSTONE INC | $210.88万 | 0.32% | 18,344 | 6,440 | 54.1% | $74.03万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $208.17万 | 0.32% | 42,566 | -449 | -1.0% | -$2.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $206.23万 | 0.32% | 7,008 | -173 | -2.4% | -$5.09万 | 减仓 |
| LLY | ELI LILLY | $206.01万 | 0.32% | 2,235 | -55 | -2.4% | -$5.07万 | 减仓 |
| — | THORNBURG INTERMEDIATE MUNICIPAL INST | $201.01万 | 0.31% | 152,978 | 118,569 | 344.6% | $155.80万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $198.98万 | 0.30% | 5,085 | 597 | 13.3% | $23.36万 | 加仓 |
| GBIL | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $198.95万 | 0.30% | 19,858 | 2,340 | 13.4% | $23.44万 | 加仓 |
| ADBE | ADOBE INC | $196.23万 | 0.30% | 8,073 | 7,796 | 2,814.4% | $189.50万 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $194.41万 | 0.30% | 37,984 | 16,461 | 76.5% | $84.25万 | 加仓 |
| HPE | HEWLETT PACKARD | $189.87万 | 0.29% | 79,731 | 2,536 | 3.3% | $6.04万 | 加仓 |
| ICF | ISHARES SELECT U S REITETF | $187.32万 | 0.29% | 30,257 | 7,039 | 30.3% | $43.58万 | 加仓 |
| FDVV | FIDELITY HIGH | $187.15万 | 0.29% | 33,879 | 2,368 | 7.5% | $13.08万 | 加仓 |
| FDX | FEDEX CORP | $183.54万 | 0.28% | 5,151 | -112 | -2.1% | -$3.99万 | 减仓 |
| ITOT | ISHARES CORE | $181.28万 | 0.28% | 12,727 | -264 | -2.0% | -$3.76万 | 减仓 |
| TMB | THORNBURG MULTI SECTOR BOND ETF | $181.06万 | 0.28% | 70,973 | 53,173 | 298.7% | $135.65万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $180.44万 | 0.28% | 20,468 | 20,268 | 10,134.0% | $178.68万 | 加仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $180.14万 | 0.28% | 46,128 | -2,000 | -4.2% | -$7.81万 | 减仓 |
| BNDX | VANGUARD TOTAL | $178.81万 | 0.27% | 37,213 | 4,255 | 12.9% | $20.45万 | 加仓 |
| CRM | SALESFORCE INC | $178.62万 | 0.27% | 9,565 | 4,618 | 93.3% | $86.24万 | 加仓 |
| LRCX | LAM RESH CORP | $176.56万 | 0.27% | 8,250 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $172.74万 | 0.26% | 19,225 | 200 | 1.1% | $1.80万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $169.16万 | 0.26% | 22,971 | -590 | -2.5% | -$4.34万 | 减仓 |
| CGDV | CAPITAL GROUP | $167.83万 | 0.26% | 39,451 | 14,200 | 56.2% | $60.41万 | 加仓 |
| CI | CIGNA GROUP | $161.09万 | 0.25% | 6,038 | -156 | -2.5% | -$4.16万 | 减仓 |