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 |
|---|---|---|---|---|---|---|---|---|
| UHT | UNIVERSAL HEALTH RLTY INREIT | $6,816 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT | $6,764 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS | $6,762 | 0.00% | 157 | 4 | 2.6% | $172 | 重新持有 |
| — | TILRAY BRANDS | $6,656 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X | $6,644 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $6,628 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP | $6,566 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $6,485 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $6,482 | 0.00% | 111 | 0 | 0.0% | — | 重新持有 |
| DWX | STATE STREET | $6,384 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | THORNBURG GLOBAL OPPORTUNITIES I | $6,378 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $6,335 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP F | $6,302 | 0.00% | 200 | 166 | 488.2% | $5,231 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC REIT | $6,291 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $6,284 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $6,186 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC | $6,159 | 0.00% | 415 | 160 | 62.7% | $2,375 | 加仓 |
| MTH | MERITAGE HOMES CORP | $6,153 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | ACURX PHARMACEUTICALS | $6,122 | 0.00% | 1,650 | 1,650 | — | $6,122 | 新建仓 |
| — | HEXAGON AB FSPONSORED ADR 1 ADR REPS 1 ORD COM | $6,063 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS | $6,033 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON | $6,026 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK | $6,016 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $5,911 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $5,903 | 0.00% | 60 | -79 | -56.8% | -$7,772 | 减仓 |
| — | PLDT INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5,866 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| — | RECRUIT HLDGS CO LTD FUNSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $5,862 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,835 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $5,823 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | PT BK RAKYAT FSPONSORED ADR 1 ADR REPS 50 ORD COM | $5,779 | 0.00% | 594 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC CLASS CLASS A | $5,760 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $5,747 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $5,706 | 0.00% | 137 | -12 | -8.1% | -$500 | 减仓 |
| — | CHICAGO ATLANTIC | $5,660 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH | $5,560 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $5,551 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $5,445 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GREENWOOD STREET TR YIELD ENHANCED | $5,426 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $5,350 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PL FCLASS A | $5,329 | 0.00% | 1,122 | -1,062 | -48.6% | -$5,044 | 减仓 |
| — | KERRY GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $5,328 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PPTYS INC REIT | $5,220 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $5,121 | 0.00% | 7,300 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS | $5,081 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BLOK | AETFIFY BLOCKCHAIN | $4,981 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HACK | AETFIFY CYBERSECURITY | $4,956 | 0.00% | 66 | 66 | — | $4,956 | 新建仓 |
| IQ | IQIYI INC | $4,860 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD POWER | $4,840 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $4,795 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CR | CRANE CO | $4,788 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES GLOBAL | $4,780 | 0.00% | 45 | 45 | — | $4,780 | 新建仓 |
| HUBG | HUB GROUP | $4,613 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES | $4,483 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | NOMURA SCIENCE AND TECHNOLOGY I | $4,434 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY | $4,428 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD F | $4,384 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $4,342 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $4,300 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ASST | STRIVE INC | $4,259 | 0.00% | 425 | 425 | — | $4,259 | 新建仓 |
| JXN | JACKSON FINANCIAL | $4,229 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC | $4,125 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL | $4,087 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS | $4,026 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| JHSC | JOHN HANCOCK | $3,946 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLGY | $3,942 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD | $3,905 | 0.00% | 500 | 200 | 66.7% | $1,562 | 加仓 |
| — | SPECTRAL AI | $3,896 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $3,854 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO | $3,732 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | NINTENDO LTD FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $3,692 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $3,555 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY | $3,508 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET | $3,482 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | WW INTL | $3,435 | 0.00% | 250 | 100 | 66.7% | $1,374 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,431 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $3,343 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $3,324 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $3,281 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS | $3,204 | 0.00% | 42 | -62 | -59.6% | -$4,730 | 减仓 |
| FFIV | F5 INC | $3,183 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $3,109 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE EUROPEAN STOCK | $3,096 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $3,052 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $3,043 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP F | $3,020 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT LTD F | $3,006 | 0.00% | 107 | 107 | — | $3,006 | 新建仓 |
| — | AMARIN CORP | $2,964 | 0.00% | 205 | -9 | -4.2% | -$130 | 减仓 |
| MTG | M G I C INVT CORP | $2,940 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $2,927 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $2,924 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND CLIFFS | $2,881 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SERVICES | $2,861 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SCHWAB GOVERNMENT MONEY INV | $2,814 | 0.00% | 2,814 | -97,036 | -97.2% | -$9.70万 | 减仓 |
| MARA | MARA HOLDINGS | $2,790 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYSTEM | $2,725 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $2,713 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY | $2,699 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $2,651 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM | $2,636 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC COMPANY | $2,621 | 0.00% | 225 | 0 | 0.0% | — | 不变 |