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 |
|---|---|---|---|---|---|---|---|---|
| XP | XP INC A FCLASS A | $1.01万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.01万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIE | $1.01万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| RLX | RLX TECHNOLOGY INC SPO FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.00万 | 0.00% | 4,584 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $1.00万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $1.00万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE | $9,965 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| — | HANG LUNG PPTYS LTD FSPONSORED ADR 1 ADR REPS 5 ORD COM | $9,812 | 0.00% | 1,807 | 0 | 0.0% | — | 不变 |
| — | SVENSKA HANDELSBANKEN FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $9,808 | 0.00% | 1,464 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $9,729 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $9,647 | 0.00% | 100 | -216 | -68.4% | -$2.08万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $9,637 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | PT BK CENT ASIA TBK FSPONSORED ADR 1 ADR REPS 25 ORD COM | $9,583 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| — | FORTESCUE METALS GROUP FSPONSORED ADR 1 ADR REPS 2 ORD COM | $9,559 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $9,544 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL QUE F | $9,536 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC NEW REIT | $9,488 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO SENIOR | $9,409 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| — | TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $9,352 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | L OREAL S A FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $9,334 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| TLK | PERUSAHAN PERSEROAN | $9,303 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| — | AVIVA PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD COM | $9,274 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| — | GRUPO FINANCIERO BANOR FSPONSORED ADR 1 ADR REPS 5 ORD COM | $9,240 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $9,212 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $9,133 | 0.00% | 35 | 35 | — | $9,133 | 新建仓 |
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $9,118 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| YEAR | AB ULTRA | $9,086 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET | $9,080 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | HOYA CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $9,043 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER | $9,040 | 0.00% | 4,000 | 500 | 14.3% | $1,130 | 加仓 |
| YORW | YORK WTR CO | $9,011 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| — | JAPAN AIRLS LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $8,947 | 0.00% | 1,078 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $8,924 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER | $8,897 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL F | $8,883 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SVCS INCLASS CLASS B | $8,835 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTL INC | $8,819 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD F | $8,813 | 0.00% | 1,682 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BRIT FOODS FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8,810 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $8,784 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $8,775 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS | $8,754 | 0.00% | 350 | 250 | 250.0% | $6,253 | 加仓 |
| — | BNY MELLON DYNAMIC VALUE FUND A | $8,713 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE LUFTHANSA A G FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8,670 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET | $8,590 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X | $8,512 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES GLOBAL | $8,497 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | AKZO NOBEL N V FUNSPONSORED ADR 0 333333333333 ORD COM | $8,462 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN PWR & UTILS F | $8,441 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD COM | $8,385 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES | $8,274 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $8,247 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $8,238 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE | $8,230 | 0.00% | 912 | 3 | 0.3% | $27 | 加仓 |
| AVT | AVNET INC | $8,228 | 0.00% | 133 | -133 | -50.0% | -$8,228 | 减仓 |
| GIS | GENERAL MILLS | $8,218 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | ANHUI CONCH CEM CO LTD FSPONSORED ADR 1 ADR REPS 5 ORD COM | $8,217 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| — | TRANSAMERICA INTERNATIONAL SM CP VAL I | $8,193 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY | $8,176 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK | $8,140 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $8,122 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $8,119 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER I | $8,113 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| — | INVESCO INTERNATIONAL VALUE A | $8,019 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7,892 | 0.00% | 160 | -6 | -3.6% | -$296 | 减仓 |
| — | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $7,885 | 0.00% | 571 | 571 | — | $7,885 | 新建仓 |
| PHM | PULTEGROUP INC | $7,858 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $7,722 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC CLASS A | $7,700 | 0.00% | 160 | 160 | — | $7,700 | 新建仓 |
| — | ANTA SPORTS PRODS LTD FSPONSORED ADR 1 ADR REPS 25 ORD COM | $7,677 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | SPARK NEW ZEALAND LTD FSPONSORED ADR 1 ADR REPS 5 ORD COM | $7,563 | 0.00% | 1,255 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET | $7,525 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $7,464 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $7,425 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD | $7,375 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY | $7,350 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT | $7,329 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM HIZM FSPONSORED ADR 1 ADR REPS 2 5 ORD COM | $7,308 | 0.00% | 1,214 | 0 | 0.0% | — | 不变 |
| — | STRAUMANN HLDG AG FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $7,307 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $7,304 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MPLX | ETFX LP LP | $7,267 | 0.00% | 130 | 130 | — | $7,267 | 新建仓 |
| BCE | BCE INC F | $7,261 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $7,250 | 0.00% | 408 | -93 | -18.6% | -$1,653 | 减仓 |
| — | RHEINMETALL FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $7,232 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK | $7,181 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $7,107 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | OATLY GROUP | $7,098 | 0.00% | 700 | 200 | 40.0% | $2,028 | 加仓 |
| — | NTNL STORAGE AFFILIA | $7,080 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $7,051 | 0.00% | 100 | -125 | -55.6% | -$8,814 | 减仓 |
| GNRC | GENERAC HOLDINGS | $7,032 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $6,980 | 0.00% | 30 | 30 | — | $6,980 | 新建仓 |
| — | FLUSHING FINL CORP | $6,979 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| — | LIXIL CORP ADR FSPONSORED ADR 1 ADR REPS 2 ORD COM | $6,966 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6,915 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY | $6,880 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC REIT REIT | $6,867 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL | $6,843 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN | $6,842 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | COMPUTERSHARE LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6,841 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N | $6,821 | 0.00% | 489 | 0 | 0.0% | — | 不变 |