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 |
|---|---|---|---|---|---|---|---|---|
| — | MERCEDES BENZ GROUP AG FUNSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $1.06万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1.06万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $1.06万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER I | $1.05万 | 0.00% | 112 | -6 | -5.1% | -$565 | 减仓 |
| GNRC | GENERAC HOLDINGS | $1.05万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $1.05万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.05万 | 0.00% | 54 | -2 | -3.6% | -$389 | 减仓 |
| — | TOKIO MARINE HLDGS INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1.04万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY CO | $1.03万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $1.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AKZO NOBEL N V FUNSPONSORED ADR 0 333333333333 ORD SHS | $1.02万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE | $1.02万 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC F | $1.01万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $1.01万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT | $1.01万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORP | $1.01万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS | $1.01万 | 0.00% | 258 | 101 | 64.3% | $3,948 | 加仓 |
| KGC | KINROSS GOLD CORP F | $1.00万 | 0.00% | 425 | 225 | 112.5% | $5,314 | 加仓 |
| KMB | KIMBERLY CLARK | $9,989 | 0.00% | 91 | -9 | -9.0% | -$988 | 减仓 |
| FLNC | FLUENCE ENERGY | $9,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | L OREAL S A FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $9,911 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON DYNAMIC VALUE FUND A | $9,829 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY L | $9,821 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $9,796 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| — | AVIVA PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $9,785 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,775 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $9,730 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $9,635 | 0.00% | 183 | -50 | -21.5% | -$2,633 | 减仓 |
| CRH | CRH PLC | $9,416 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY | $9,401 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | JAPAN AIRLS LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $9,389 | 0.00% | 1,078 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BRIT FOODS FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,350 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| — | OATLY GROUP | $9,350 | 0.00% | 1,000 | 300 | 42.9% | $2,805 | 加仓 |
| — | RECRUIT HLDGS CO LTD FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $9,339 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN | $9,332 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,305 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | STRAUMANN HLDG AG FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $9,231 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP INC | $9,193 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC F | $9,183 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORP | $9,144 | 0.00% | 80 | -4 | -4.8% | -$457 | 减仓 |
| — | COMPUTERSHARE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,142 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9,141 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| FXR | FIRST TRUST | $9,112 | 0.00% | 100 | -113 | -53.1% | -$1.03万 | 减仓 |
| YEAR | AB ULTRA | $9,061 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE | $9,036 | 0.00% | 916 | 4 | 0.4% | $39 | 加仓 |
| — | TRANSAMERICA INTERNATIONAL SM CP VAL I | $9,012 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| — | SHIONOGI & CO LTD FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $9,001 | 0.00% | 1,054 | 0 | 0.0% | — | 不变 |
| — | INVESCO DORSEY | $8,964 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTL INC | $8,942 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | INVESCO INTERNATIONAL VALUE A | $8,935 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| XP | XP INC A FCLASS A | $8,861 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| — | FORTESCUE METALS GROUP FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $8,853 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES | $8,849 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| YORW | YORK WTR CO | $8,827 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $8,732 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| RLX | RLX TECHNOLOGY INC SPO FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8,709 | 0.00% | 4,584 | 0 | 0.0% | — | 不变 |
| — | GRUPO FINANCIERO BANOR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $8,693 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | BARON FOCUSED GROWTH INSTITUTIONAL | $8,660 | 0.00% | 133 | 133 | — | $8,660 | 新建仓 |
| ROBO | ROBO GLOBAL | $8,566 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP LP | $8,449 | 0.00% | 150 | 20 | 15.4% | $1,127 | 加仓 |
| PINS | PINTEREST INC CLASS A | $8,412 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL F | $8,411 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $8,387 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| — | HOYA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8,382 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD F | $8,376 | 0.00% | 1,682 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $8,301 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $8,266 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | HANG LUNG PPTYS LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $8,221 | 0.00% | 1,807 | 0 | 0.0% | — | 不变 |
| — | NTNL STORAGE AFFILIA | $8,049 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT PHYSICAL | $8,046 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AQN | ALGONQUIN PWR & UTILS F | $7,940 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD POWER | $7,780 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $7,702 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | LIXIL CORP ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $7,650 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC F | $7,631 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| CMPR | CIMPRESS PLC | $7,628 | 0.00% | 75 | 75 | — | $7,628 | 新建仓 |
| SANM | SANMINA CORP | $7,592 | 0.00% | 30 | 30 | — | $7,592 | 新建仓 |
| BOTZ | GLOBAL X | $7,588 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $7,485 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7,459 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SVCS INCLASS B | $7,434 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OCFC | OCEANFIRST FINL CORP | $7,421 | 0.00% | 380 | 380 | — | $7,421 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL | $7,402 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| CMCO | COLUMBUS MCKINNON CORP N | $7,398 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $7,337 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INREIT | $7,324 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP | $7,228 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET | $7,188 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| TKC | TURKCELL ILETISIM HIZM FSPONSORED ADR 1 ADR REPS 2 5 ORD SHS | $7,138 | 0.00% | 1,214 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $7,137 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN | $7,103 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $7,018 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD F | $6,986 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| — | AEON CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6,929 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY | $6,925 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $6,904 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC REIT | $6,829 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | ANTA SPORTS PRODS LTD FSPONSORED ADR 1 ADR REPS 25 ORD SHS | $6,798 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG POWER | $6,775 | 0.00% | 2,500 | -1,500 | -37.5% | -$4,065 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS | $6,774 | 0.00% | 300 | -50 | -14.3% | -$1,129 | 减仓 |