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 |
|---|---|---|---|---|---|---|---|---|
| RDN | RADIAN GROUP | $2,613 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2,588 | 0.00% | 100 | -53 | -34.6% | -$1,372 | 减仓 |
| SBET | SHARPLINK INC | $2,580 | 0.00% | 400 | 333 | 497.0% | $2,148 | 加仓 |
| — | FRANKLIN BITCOIN | $2,548 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP | $2,531 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $2,490 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $2,488 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY | $2,480 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE EUROPEAN STOCK I | $2,474 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYSTEMS | $2,459 | 0.00% | 14 | -31 | -68.9% | -$5,445 | 减仓 |
| INSM | INSMED INC | $2,453 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO | $2,441 | 0.00% | 80 | 2 | 2.6% | $61 | 加仓 |
| — | TRI POINTE | $2,430 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $2,390 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA | $2,381 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| DBB | INVESCO DB | $2,350 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WELLESLEY INCOME ADMIRAL | $2,322 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA | $2,284 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $2,281 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS | $2,262 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES MSCI | $2,226 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | STEAKHOLDER FOODS | $2,175 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE POWER | $2,168 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL | $2,164 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM | $2,146 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $2,144 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS | $2,063 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES MSCI | $2,039 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LPX | LA PAC CORP | $2,037 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL | $1,911 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S A | $1,899 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT SWIFT | $1,843 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK | $1,836 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $1,824 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD | $1,781 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY | $1,736 | 0.00% | 10 | 10 | — | $1,736 | 新建仓 |
| HUM | HUMANA INC | $1,734 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BANKING SYS INC | $1,728 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS | $1,701 | 0.00% | 9 | -28 | -75.7% | -$5,292 | 减仓 |
| — | VINCE HOLDING | $1,687 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & COMPANY | $1,653 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY | $1,646 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION | $1,639 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE | $1,624 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS | $1,615 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| RNA | ATRIUM THERAPEUTICS INC | $1,612 | 0.00% | 120 | 120 | — | $1,612 | 新建仓 |
| NTRA | NATERA INC | $1,600 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDUSTRIES | $1,598 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $1,560 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | FIDELITY TOTAL MARKET INDEX | $1,556 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $1,531 | 0.00% | 165 | -614 | -78.8% | -$5,697 | 减仓 |
| LAD | LITHIA MOTORS | $1,498 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE | $1,492 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $1,470 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BSAC | BANCO SANTANDER | $1,470 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| AGO | ASSURED GUARANTY | $1,467 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS | $1,456 | 0.00% | 52 | -400 | -88.5% | -$1.12万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $1,447 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK HOMES | $1,420 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ELPC | COMPANHIA PARANAENSE | $1,361 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP | $1,355 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $1,328 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TREX | TREX CO | $1,311 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $1,307 | 0.00% | 286 | -286 | -50.0% | -$1,307 | 减仓 |
| SLG | SL GREEN | $1,293 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $1,274 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1,271 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP | $1,249 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HOLDINGS | $1,189 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WATER | $1,179 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GENERAL | $1,161 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS | $1,154 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,152 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,140 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $1,137 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL | $1,128 | 0.00% | 12 | 12 | — | $1,128 | 新建仓 |
| — | BITWISE 10 | $1,115 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL | $1,093 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | IDEAL POWER | $1,092 | 0.00% | 386 | -614 | -61.4% | -$1,737 | 减仓 |
| GWW | GRAINGER W W | $1,091 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1,067 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1,057 | 0.00% | 75 | -500 | -87.0% | -$7,047 | 减仓 |
| U | UNITY SOFTWARE | $1,053 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS | $1,029 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $1,028 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL | $1,003 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $999 | 0.00% | 27 | 27 | — | $999 | 新建仓 |
| VRSN | VERISIGN INC | $993 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE | $991 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP | $981 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $961 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP | $947 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $946 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA | $927 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS | $925 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MICC | THE MAGNUM ICE CREAM C F | $915 | 0.00% | 64 | -288 | -81.8% | -$4,118 | 减仓 |
| VTS | VITESSE ENERGY | $890 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BTBT | BIT DIGITAL | $884 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $878 | 0.00% | 3 | 0 | 0.0% | — | 不变 |