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 |
|---|---|---|---|---|---|---|---|---|
| — | KRANESHARES ELECTRIC | $1.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CLASS A | $1.57万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP REIT | $1.57万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKER F | $1.56万 | 0.00% | 2,822 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECNOL | $1.56万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TRUST | $1.56万 | 0.00% | 250 | -50 | -16.7% | -$3,123 | 减仓 |
| MLRG | ISHARES MORNINGSTAR | $1.56万 | 0.00% | 150 | -78 | -34.2% | -$8,115 | 减仓 |
| CX | CEMEX S A B DE C V FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $1.56万 | 0.00% | 1,298 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC CLASS A | $1.56万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.55万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $1.54万 | 0.00% | 787 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL | $1.54万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $1.53万 | 0.00% | 300 | 300 | — | $1.53万 | 新建仓 |
| IP | INTL PAPER | $1.52万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC | $1.52万 | 0.00% | 2,881 | 0 | 0.0% | — | 不变 |
| GNR | STATE STREET | $1.51万 | 0.00% | 225 | 225 | — | $1.51万 | 新建仓 |
| — | AMERICAN HIGH-INCOME MUNICIPAL BOND A | $1.50万 | 0.00% | 967 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS | $1.50万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP REIT | $1.50万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $1.49万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES | $1.48万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| JPIB | JPMORGAN | $1.47万 | 0.00% | 303 | 303 | — | $1.47万 | 新建仓 |
| TPR | TAPESTRY INC | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.45万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.45万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $1.45万 | 0.00% | 435 | 250 | 135.1% | $8,322 | 加仓 |
| ABG | ASBURY AUTOMOTIVE | $1.45万 | 0.00% | 72 | -3 | -4.0% | -$603 | 减仓 |
| SCHX | SCHWAB US | $1.41万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| HY | HYSTER YALE | $1.40万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | MEITUAN F | $1.40万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA MORTGAGE OPPORTUNITIES S | $1.40万 | 0.00% | 1,656 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.39万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $1.38万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $1.38万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.37万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.37万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $1.36万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS | $1.36万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $1.36万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC CLASS A | $1.36万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GEELY AUTOMOBILE HLDGS F | $1.35万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| — | BOLIDEN AB FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.34万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.34万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TAC | TRANSALTA CORP F | $1.33万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COML CORP REIT | $1.32万 | 0.00% | 1,072 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HLDGS INC | $1.32万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | HARTFORD WORLD BOND I | $1.32万 | 0.00% | 1,316 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION | $1.30万 | 0.00% | 2,759 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MIN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.30万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| NUSC | NUVEEN ESG | $1.30万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | ENGIE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.30万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL | $1.29万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS | $1.29万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII | $1.28万 | 0.00% | 157 | 157 | — | $1.28万 | 新建仓 |
| — | LEGAL & GEN GROUP PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1.28万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS | $1.27万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $1.25万 | 0.00% | 324 | -13 | -3.9% | -$504 | 减仓 |
| — | KOMATSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.25万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1.25万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS TAX-EXEMPT FUND OF CA A | $1.25万 | 0.00% | 738 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT | $1.25万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE | $1.24万 | 0.00% | 200 | 200 | — | $1.24万 | 新建仓 |
| BMO | BANK MONTREAL QUE F | $1.24万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | KIMBERLY CLARK DE MEXI FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $1.23万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY | $1.23万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| G | GENPACT LTD F | $1.23万 | 0.00% | 447 | -231 | -34.1% | -$6,352 | 减仓 |
| IXN | ISHARES GLOBAL | $1.23万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.23万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| — | LEGRAND S A FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $1.22万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI | $1.22万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | WEST JAPAN RY CO FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.21万 | 0.00% | 726 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.20万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.19万 | 0.00% | 141 | -71 | -33.5% | -$6,013 | 减仓 |
| — | B3 S A - BRASIL BOLSA FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | $1.19万 | 0.00% | 1,396 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $1.18万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | SSE PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.18万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| — | ENGIE BRASIL ENERGIA S FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.18万 | 0.00% | 1,624 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $1.17万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | TORAY INDS INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1.17万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN | $1.16万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $1.16万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $1.16万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $1.15万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR RLTY TR INC REIT | $1.14万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS | $1.14万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE LUFTHANSA A G FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.14万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.13万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $1.11万 | 0.00% | 83 | -16 | -16.2% | -$2,145 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $1.11万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.11万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1.10万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 | $1.09万 | 0.00% | 208 | 208 | — | $1.09万 | 新建仓 |
| INGR | INGREDION INC | $1.08万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $1.08万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1.08万 | 0.00% | 40 | 10 | 33.3% | $2,688 | 加仓 |
| — | KBS REITNT TRUST III INC | $1.07万 | 0.00% | 3,969 | 3,969 | — | $1.07万 | 新建仓 |
| — | SVENSKA HANDELSBANKEN FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $1.07万 | 0.00% | 1,464 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $1.06万 | 0.00% | 633 | 225 | 55.1% | $3,784 | 加仓 |