13F 机构持仓

Westside Investment Management, Inc.

SANTA MONICA CA · SEC CIK 0001538383

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VYM 3.7%
AAPL 3.6%
VTI 2.8%
QQQ 2.7%
TPC 2.6%
GOOGL 2.1%
AMZN 1.9%
ETON 1.8%
IEFA 1.6%
MSFT 1.6%

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 $2,6130.00%79 00.0% — 不变
CCL CARNIVAL CORP $2,5880.00%100 -53-34.6% -$1,372 减仓
SBET SHARPLINK INC $2,5800.00%400 333497.0% $2,148 加仓
— FRANKLIN BITCOIN $2,5480.00%65 00.0% — 不变
VOD VODAFONE GROUP $2,5310.00%168 00.0% — 不变
— MASIMO CORP $2,4900.00%14 00.0% — 不变
EIX EDISON INTL $2,4880.00%34 00.0% — 不变
EOSE EOS ENERGY $2,4800.00%500 00.0% — 不变
— T ROWE PRICE EUROPEAN STOCK I $2,4740.00%103 00.0% — 不变
VEEV VEEVA SYSTEMS $2,4590.00%14 -31-68.9% -$5,445 减仓
INSM INSMED INC $2,4530.00%15 00.0% — 不变
SBS COMPANHIA DE SANEAMENTO $2,4410.00%80 22.6% $61 加仓
— TRI POINTE $2,4300.00%52 00.0% — 不变
GATX GATX CORP $2,3900.00%14 00.0% — 不变
— INVESCO INDIA $2,3810.00%116 00.0% — 不变
DBB INVESCO DB $2,3500.00%100 00.0% — 不变
— VANGUARD WELLESLEY INCOME ADMIRAL $2,3220.00%37 00.0% — 不变
QLTA ISHARES AAA $2,2840.00%48 00.0% — 不变
BPOP POPULAR INC $2,2810.00%17 00.0% — 不变
HALO HALOZYME THERAPEUTICS $2,2620.00%35 00.0% — 不变
KSA ISHARES MSCI $2,2260.00%56 00.0% — 不变
— STEAKHOLDER FOODS $2,1750.00%1,500 00.0% — 不变
SMR NUSCALE POWER $2,1680.00%200 00.0% — 不变
WDC WESTERN DIGITAL $2,1640.00%8 00.0% — 不变
QTUM DEFIANCE QUANTUM $2,1460.00%20 00.0% — 不变
NOV NOV INC $2,1440.00%114 00.0% — 不变
VIAV VIAVI SOLUTIONS $2,0630.00%62 00.0% — 不变
SMIN ISHARES MSCI $2,0390.00%34 00.0% — 不变
LPX LA PAC CORP $2,0370.00%28 00.0% — 不变
AMX AMERICA MOVIL $1,9110.00%75 00.0% — 不变
EMBJ EMBRAER S A $1,8990.00%32 00.0% — 不变
KNX KNIGHT SWIFT $1,8430.00%32 00.0% — 不变
OZK BANK OZK $1,8360.00%40 00.0% — 不变
UDR UDR INC $1,8240.00%54 00.0% — 不变
RGLD ROYAL GOLD $1,7810.00%7 00.0% — 不变
LEU CENTRUS ENERGY $1,7360.00%10 10— $1,736 新建仓
HUM HUMANA INC $1,7340.00%10 00.0% — 不变
COLB COLUMBIA BANKING SYS INC $1,7280.00%63 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS $1,7010.00%9 -28-75.7% -$5,292 减仓
— VINCE HOLDING $1,6870.00%700 00.0% — 不变
MC MOELIS & COMPANY $1,6530.00%29 00.0% — 不变
FOXF FOX FACTORY $1,6460.00%100 00.0% — 不变
ALSN ALLISON TRANSMISSION $1,6390.00%14 00.0% — 不变
— AIR LEASE $1,6240.00%25 00.0% — 不变
GPN GLOBAL PAYMENTS $1,6150.00%24 00.0% — 不变
RNA ATRIUM THERAPEUTICS INC $1,6120.00%120 120— $1,612 新建仓
NTRA NATERA INC $1,6000.00%8 00.0% — 不变
VMI VALMONT INDUSTRIES $1,5980.00%4 00.0% — 不变
EWT ISHARES INC $1,5600.00%22 00.0% — 不变
— FIDELITY TOTAL MARKET INDEX $1,5560.00%8 00.0% — 不变
DJT TRUMP MEDIA $1,5310.00%165 -614-78.8% -$5,697 减仓
LAD LITHIA MOTORS $1,4980.00%6 00.0% — 不变
ASTS AST SPACEMOBILE $1,4920.00%18 00.0% — 不变
MNKD MANNKIND CORP $1,4700.00%600 00.0% — 不变
BSAC BANCO SANTANDER $1,4700.00%44 00.0% — 不变
AGO ASSURED GUARANTY $1,4670.00%18 00.0% — 不变
MRP MILLROSE PPTYS $1,4560.00%52 -400-88.5% -$1.12万 减仓
PEGA PEGASYSTEMS INC $1,4470.00%34 00.0% — 不变
— BLUEROCK HOMES $1,4200.00%125 00.0% — 不变
ELPC COMPANHIA PARANAENSE $1,3610.00%114 00.0% — 不变
CBRE CBRE GROUP $1,3550.00%10 00.0% — 不变
GSAT GLOBALSTAR INC $1,3280.00%20 00.0% — 不变
TREX TREX CO $1,3110.00%36 00.0% — 不变
— SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD COM $1,3070.00%286 -286-50.0% -$1,307 减仓
SLG SL GREEN $1,2930.00%35 00.0% — 不变
LAZ LAZARD INC $1,2740.00%30 00.0% — 不变
SNDK SANDISK CORP $1,2710.00%2 00.0% — 不变
CUBI CUSTOMERS BANCORP $1,2490.00%18 00.0% — 不变
RNR RENAISSANCERE HOLDINGS $1,1890.00%4 00.0% — 不变
CWT CALIFORNIA WATER $1,1790.00%26 00.0% — 不变
POR PORTLAND GENERAL $1,1610.00%22 00.0% — 不变
SIRI SIRIUSXM HOLDINGS $1,1540.00%50 00.0% — 不变
ACGL ARCH CAPITAL GROUP LTD $1,1520.00%12 00.0% — 不变
OGN ORGANON & CO $1,1400.00%190 00.0% — 不变
BR BROADRIDGE FINANCIAL $1,1370.00%7 00.0% — 不变
NFG NATIONAL FUEL $1,1280.00%12 12— $1,128 新建仓
— BITWISE 10 $1,1150.00%25 00.0% — 不变
VOYA VOYA FINANCIAL $1,0930.00%16 00.0% — 不变
— IDEAL POWER $1,0920.00%386 -614-61.4% -$1,737 减仓
GWW GRAINGER W W $1,0910.00%1 00.0% — 不变
CSX CSX CORP $1,0670.00%26 00.0% — 不变
AES AES CORP $1,0570.00%75 -500-87.0% -$7,047 减仓
U UNITY SOFTWARE $1,0530.00%48 00.0% — 不变
NWL NEWELL BRANDS $1,0290.00%300 00.0% — 不变
TTC TORO CO $1,0280.00%11 00.0% — 不变
WST WEST PHARMACEUTICAL $1,0030.00%4 00.0% — 不变
VSNT VERSANT MEDIA $9990.00%27 27— $999 新建仓
VRSN VERISIGN INC $9930.00%4 00.0% — 不变
TXRH TEXAS ROADHOUSE $9910.00%6 00.0% — 不变
EG EVEREST GROUP $9810.00%3 00.0% — 不变
RBLX ROBLOX CORP $9610.00%17 00.0% — 不变
NWSA NEWS CORP $9470.00%38 00.0% — 不变
ROKU ROKU INC $9460.00%10 00.0% — 不变
LMND LEMONADE INC $9400.00%15 00.0% — 不变
YUMC YUM CHINA $9270.00%19 00.0% — 不变
LEVI LEVI STRAUSS $9250.00%50 00.0% — 不变
MICC THE MAGNUM ICE CREAM C F $9150.00%64 -288-81.8% -$4,118 减仓
VTS VITESSE ENERGY $8900.00%49 00.0% — 不变
BTBT BIT DIGITAL $8840.00%675 00.0% — 不变
ELV ELEVANCE HEALTH $8780.00%3 00.0% — 不变