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 |
|---|---|---|---|---|---|---|---|---|
| SQM | SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.46万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS REIT | $1.46万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| CX | CEMEX S A B DE C V FSPONSORED ADR 1 ADR REPS 10 ORD COM | $1.46万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| — | WEST JAPAN RY CO FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.45万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $1.45万 | 0.00% | 2,759 | 500 | 22.1% | $2,630 | 加仓 |
| BHP | BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD COM | $1.44万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $1.44万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U S SMALL CAP ETF | $1.43万 | 0.00% | 200 | 103 | 106.2% | $7,388 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1.43万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS | $1.43万 | 0.00% | 1,500 | 500 | 50.0% | $4,760 | 加仓 |
| IP | INTL PAPER | $1.43万 | 0.00% | 400 | -144 | -26.5% | -$5,141 | 重新持有 |
| BRO | BROWN & BROWN INC | $1.42万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.41万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA MORTGAGE OPPORTUNITIES S | $1.41万 | 0.00% | 1,656 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $1.41万 | 0.00% | 935 | 650 | 228.1% | $9,783 | 加仓 |
| NOK | NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.40万 | 0.00% | 1,582 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI | $1.39万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| — | ENGIE S A FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.38万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1.38万 | 0.00% | 1,592 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $1.38万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY | $1.38万 | 0.00% | 792 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL | $1.37万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC CLASS CLASS A | $1.37万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $1.37万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $1.37万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1.34万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.34万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| — | KIMBERLY CLARK DE MEXI FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1.34万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP | $1.34万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.33万 | 0.00% | 56 | -2 | -3.4% | -$476 | 减仓 |
| KIM | KIMCO RLTY CORP REIT | $1.33万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $1.33万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $1.33万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| — | SSE PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.32万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY | $1.32万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1.31万 | 0.00% | 150 | 150 | — | $1.31万 | 新建仓 |
| — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.30万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| — | BOLIDEN AB FSPONSORED ADR 1 ADR REPS 2 ORD COM | $1.30万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| HY | HYSTER YALE | $1.30万 | 0.00% | 400 | 400 | — | $1.30万 | 新建仓 |
| — | HARTFORD WORLD BOND I | $1.30万 | 0.00% | 1,316 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP F | $1.30万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0 25 ORD COM | $1.29万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $1.29万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $1.29万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD FDUTCH TENDER EXP: 04/01/26 | $1.26万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL RLTY TR INC CLASS CLASS A | $1.26万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COML CORP REIT | $1.25万 | 0.00% | 1,072 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABORATORIES | $1.25万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS TAX-EXEMPT FUND OF CA A | $1.23万 | 0.00% | 738 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB US | $1.23万 | 0.00% | 480 | -343 | -41.7% | -$8,794 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.23万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| — | WOLTERS KLUWER N V FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.22万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT | $1.22万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC | $1.22万 | 0.00% | 5,000 | 2,000 | 66.7% | $4,860 | 加仓 |
| SM | SM ENERGY CO | $1.21万 | 0.00% | 395 | 395 | — | $1.21万 | 新建仓 |
| — | TORAY INDS INC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $1.21万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY | $1.19万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TPYP | TORTOISE NORTH | $1.18万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1.18万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $1.18万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.18万 | 0.00% | 35 | 35 | — | $1.18万 | 新建仓 |
| HYS | PIMCO 0-5 | $1.18万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | SHIONOGI & CO LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $1.18万 | 0.00% | 1,054 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.17万 | 0.00% | 164 | -6 | -3.5% | -$427 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1.16万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK | $1.16万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| — | TOTO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.14万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | LEGRAND S A FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.14万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $1.14万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC F | $1.13万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| — | TECHNOPRO HLDGS INC FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $1.13万 | 0.00% | 1,960 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | LEGAL & GEN GROUP PLC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1.13万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG | $1.13万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC F | $1.12万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTL | $1.12万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.12万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS | $1.12万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP F | $1.12万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $1.09万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | ENGIE BRASIL ENERGIA S FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.09万 | 0.00% | 1,624 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI | $1.09万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | TOKIO MARINE HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.09万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.08万 | 0.00% | 395 | 28 | 7.6% | $769 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN | $1.08万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL | $1.08万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORP | $1.07万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING | $1.06万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $1.05万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY L | $1.05万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $1.05万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.05万 | 0.00% | 42 | -4 | -8.7% | -$1,000 | 减仓 |
| — | ATAIBECKLEY INC | $1.04万 | 0.00% | 2,881 | 1,881 | 188.1% | $6,822 | 加仓 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $1.04万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.04万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $1.02万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | AEON CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.02万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |