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 |
|---|---|---|---|---|---|---|---|---|
| DOC | HEALTHPEAK PPTYS INC REIT | $6,762 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| — | THORNBURG GLOBAL OPPORTUNITIES I | $6,720 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $6,713 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | SPARK NEW ZEALAND LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $6,664 | 0.00% | 1,255 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIE | $6,581 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | ANHUI CONCH CEM CO LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $6,507 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE PPTYS IREIT | $6,501 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES S&P | $6,470 | 0.00% | 134 | -427 | -76.1% | -$2.06万 | 减仓 |
| BCE | BCE INC F | $6,388 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| — | NOMURA SCIENCE AND TECHNOLOGY I | $6,364 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS | $6,352 | 0.00% | 312 | 312 | — | $6,352 | 新建仓 |
| TER | TERADYNE INC | $6,290 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN | $6,263 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | KERRY GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6,258 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| CR | CRANE CO | $6,246 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $6,240 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $6,208 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLGY | $6,168 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING | $6,164 | 0.00% | 170 | -153 | -47.4% | -$5,548 | 减仓 |
| CCI | CROWN CASTLE INC REIT REIT | $6,134 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6,118 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON | $5,836 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $5,790 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GREENWOOD STREET TR ETF ENHANCED | $5,778 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $5,714 | 0.00% | 200 | 200 | — | $5,714 | 新建仓 |
| DTE | DTE ENERGY CO | $5,713 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMINIK INDONESIA FSPONSORED ADR 1 ADR REPS 100 ORD SHS | $5,694 | 0.00% | 424 | -72 | -14.5% | -$967 | 减仓 |
| HUBG | HUB GROUP | $5,605 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTL | $5,540 | 0.00% | 200 | -254 | -55.9% | -$7,036 | 减仓 |
| SCHM | SCHWAB US | $5,531 | 0.00% | 150 | 150 | — | $5,531 | 新建仓 |
| RXO | RXO INC | $5,518 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT | $5,475 | 0.00% | 7,300 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,458 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHANCED | $5,452 | 0.00% | 136 | 136 | — | $5,452 | 新建仓 |
| WOOF | PETCO HEALTH | $5,440 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS | $5,428 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC | $5,360 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $5,352 | 0.00% | 600 | 500 | 500.0% | $4,460 | 加仓 |
| LI | LI AUTO INC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS | $5,329 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES | $5,285 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | TREND MICRO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,244 | 0.00% | 140 | -140 | -50.0% | -$5,244 | 减仓 |
| — | HEXAGON AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,221 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $5,209 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL | $5,110 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD | $5,036 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL | $5,016 | 0.00% | 42 | 1 | 2.4% | $119 | 加仓 |
| — | VINCE HOLDING | $5,005 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE | $4,986 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP F | $4,915 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | PLDT INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4,905 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $4,839 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SMALL | $4,809 | 0.00% | 91 | 91 | — | $4,809 | 新建仓 |
| — | WW INTL | $4,794 | 0.00% | 300 | 50 | 20.0% | $799 | 加仓 |
| MXI | ISHARES GLOBAL | $4,763 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS | $4,751 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| — | SPECTRAL AI | $4,585 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $4,576 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | RHEINMETALL ADR FUNSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $4,567 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $4,547 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL | $4,479 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ENLT | ENLIGHT RENEWABLE ENER F | $4,451 | 0.00% | 50 | 50 | — | $4,451 | 新建仓 |
| ADP | AUTOMATIC DATA | $4,255 | 0.00% | 19 | -93 | -83.0% | -$2.08万 | 减仓 |
| PPTA | PERPETUA RESOURCES | $4,152 | 0.00% | 200 | 200 | — | $4,152 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES | $4,136 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $4,116 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL | $4,096 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ORI | OLD REPUBLIC | $4,092 | 0.00% | 100 | 100 | — | $4,092 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC | $4,010 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $3,972 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $3,885 | 0.00% | 865 | -160 | -15.6% | -$719 | 减仓 |
| HL | HECLA MNG CO | $3,857 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $3,857 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO | $3,797 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $3,744 | 0.00% | 3,600 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY ENHANCED | $3,646 | 0.00% | 87 | 87 | — | $3,646 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS | $3,632 | 0.00% | 41 | -1 | -2.4% | -$89 | 减仓 |
| RYN | RAYONIER INC | $3,596 | 0.00% | 169 | 169 | — | $3,596 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL | $3,557 | 0.00% | 33 | 33 | — | $3,557 | 新建仓 |
| LSTR | LANDSTAR SYSTEM | $3,516 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY | $3,506 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET | $3,482 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $3,429 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE EUROPEAN STOCK | $3,409 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,394 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC F | $3,392 | 0.00% | 20 | 20 | — | $3,392 | 新建仓 |
| QTUM | DEFIANCE QUANTUM | $3,308 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP | $3,268 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3,221 | 0.00% | 110 | 110 | — | $3,221 | 新建仓 |
| PENN | PENN ENTERTAINMENT | $3,204 | 0.00% | 150 | -300 | -66.7% | -$6,408 | 减仓 |
| CLF | CLEVELAND CLIFFS | $3,202 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| MTG | M G I C INVT CORP | $3,158 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC COMPANY | $3,125 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB AGGREGATE | $3,099 | 0.00% | 134 | -507 | -79.1% | -$1.17万 | 减仓 |
| AVY | AVERY DENNISON CORP | $3,085 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP | $2,976 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS | $2,961 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY | $2,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM | $2,894 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HOLDINGS | $2,873 | 0.00% | 134 | 134 | — | $2,873 | 新建仓 |
| — | SCHWAB GOVERNMENT MONEY INV | $2,814 | 0.00% | 2,814 | 0 | 0.0% | — | 不变 |