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 |
|---|---|---|---|---|---|---|---|---|
| TXNM | TXNM ENERGY INC | $2.11万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL | $2.10万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.10万 | 0.00% | 1,582 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.10万 | 0.00% | 656 | -704 | -51.8% | -$2.25万 | 减仓 |
| — | DIMENSIONAL U S TARGETED VALUE ETF | $2.10万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | THALES FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $2.09万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V NEW F | $2.08万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $2.08万 | 0.00% | 114 | -33 | -22.4% | -$6,023 | 减仓 |
| BUSE | FIRST BUSEY CORP | $2.08万 | 0.00% | 704 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC | $2.07万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $2.07万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2.07万 | 0.00% | 388 | -3,160 | -89.1% | -$16.83万 | 减仓 |
| — | LOCALIZA RENT A CAR S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.06万 | 0.00% | 2,853 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HOLDINGS | $2.05万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $2.04万 | 0.00% | 298 | 1 | 0.3% | $68 | 加仓 |
| RKLB | ROCKET LAB | $2.03万 | 0.00% | 200 | 200 | — | $2.03万 | 新建仓 |
| FXH | FIRST TRUST | $2.03万 | 0.00% | 166 | -50 | -23.1% | -$6,120 | 减仓 |
| TDF | TEMPLETON DRAGON FD INC | $2.03万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| — | LONZA GROUP AG FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $2.02万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | NOMURA SYSTEMATIC EMERGING MARKETS EQ I | $2.02万 | 0.00% | 732 | 732 | — | $2.02万 | 新建仓 |
| INVA | INNOVIVA INC | $2.02万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $2.01万 | 0.00% | 1,134 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP | $2.00万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2.00万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET | $2.00万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $1.99万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC NEW F | $1.99万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| — | SWISS RE LTD FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $1.99万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $1.98万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | WUXI BIOLOGICS CAYMAN FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.98万 | 0.00% | 2,229 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $1.98万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC F | $1.97万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUB LTD CO F | $1.97万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.97万 | 0.00% | 1,000 | 275 | 37.9% | $5,404 | 加仓 |
| RIG | TRANSOCEAN LTD F | $1.96万 | 0.00% | 4,014 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP IN | $1.96万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA | $1.96万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1.96万 | 0.00% | 225 | 10 | 4.7% | $869 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $1.96万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| JBS | JBS N V FCLASS A | $1.94万 | 0.00% | 1,636 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $1.94万 | 0.00% | 370 | 210 | 131.2% | $1.10万 | 加仓 |
| ALX | ALEXANDERS INC REIT | $1.93万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | DFA EMERGING MARKETS I | $1.93万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $1.90万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1.90万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1.88万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $1.87万 | 0.00% | 100 | 100 | — | $1.87万 | 新建仓 |
| — | TOTO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.87万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $1.86万 | 0.00% | 50 | 15 | 42.9% | $5,575 | 加仓 |
| CMS | CMS ENERGY CORP | $1.85万 | 0.00% | 242 | -14 | -5.5% | -$1,071 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $1.85万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION | $1.84万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES | $1.84万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | BNP PARIBAS FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $1.84万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.84万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET | $1.83万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS IN | $1.83万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $1.82万 | 0.00% | 772 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $1.82万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| — | ONO PHARMACEUTICAL CO FSPONSORED ADR 0 333333333333 ORD SHS | $1.82万 | 0.00% | 3,747 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.81万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $1.81万 | 0.00% | 1,272 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $1.79万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY | $1.77万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $1.77万 | 0.00% | 2,080 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $1.74万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE BOERSE FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $1.74万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR | $1.74万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD FCLASS A | $1.74万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC F | $1.74万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.74万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.73万 | 0.00% | 51 | -51 | -50.0% | -$1.73万 | 减仓 |
| USO | UNITED STATES | $1.72万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CLASS A | $1.72万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $1.71万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1.71万 | 0.00% | 484 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $1.70万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE | $1.70万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.70万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1.69万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK | $1.68万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $1.68万 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI | $1.68万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS REIT | $1.66万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S SMALL CAP ETF | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $1.64万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.64万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL RLTY TR INC CLASS A | $1.64万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.64万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | ENVVENO MEDICAL | $1.63万 | 0.00% | 1,525 | -64 | -4.0% | -$685 | 减仓 |
| CRL | CHARLES RIV LABORATORIES | $1.63万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1.62万 | 0.00% | 165 | -57 | -25.7% | -$5,605 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE | $1.62万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $1.61万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC REIT | $1.60万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY TR A CLASS A | $1.60万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HOLDIN | $1.60万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.58万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES CHINA | $1.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | KAO CORP FUNSPONSORED ADR 0 333333333333 ORD SHS | $1.58万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |