13F 机构持仓

Westside Investment Management, Inc.

SANTA MONICA CA · SEC CIK 0001538383

2026Q22026Q1 更早 9 个季度 🔒
$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
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

AAPL 3.5%
VYM 3.4%
QQQ 3.0%
VTI 2.8%
GOOGL 2.2%
TPC 2.2%
ETON 2.1%
AMZN 1.9%
MU 1.7%
IEFA 1.5%

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
BPOP POPULAR INC $2,7910.00%17 00.0% — 不变
HDB HDFC BANK $2,7900.00%108 -358-76.8% -$9,248 减仓
TOST TOAST INC $2,7820.00%100 00.0% — 不变
HALO HALOZYME THERAPEUTICS $2,7390.00%35 00.0% — 不变
— T ROWE PRICE EUROPEAN STOCK I $2,7250.00%103 00.0% — 不变
OGN ORGANON & CO $2,5710.00%190 00.0% — 不变
— ACURX PHARMACEUTICALS $2,5580.00%1,650 00.0% — 不变
MNKD MANNKIND CORP $2,5560.00%600 00.0% — 不变
ECHO ECHOSTAR CORP $2,5380.00%25 00.0% — 不变
EIX EDISON INTL $2,5310.00%34 00.0% — 不变
KNX KNIGHT SWIFT $2,4920.00%32 00.0% — 不变
VEEV VEEVA SYSTEMS $2,4850.00%14 00.0% — 不变
CLX CLOROX COMPANY $2,4810.00%26 -4-13.3% -$382 减仓
GATX GATX CORP $2,4810.00%14 00.0% — 不变
GIS GENERAL MILLS $2,4360.00%70 -150-68.2% -$5,220 减仓
DBB INVESCO DB $2,4100.00%100 00.0% — 不变
SMIN ISHARES MSCI $2,4050.00%34 00.0% — 不变
EWT ISHARES INC $2,3890.00%22 00.0% — 不变
— VANGUARD WELLESLEY INCOME ADMIRAL $2,3650.00%37 00.0% — 不变
— INVESCO GALAXY $2,3360.00%40 00.0% — 不变
— INVESCO INDIA $2,3280.00%116 00.0% — 不变
SBS COMPANHIA DE SANEAMENTO $2,3120.00%400 00.0% — 不变
VMI VALMONT INDUSTRIES $2,3100.00%4 00.0% — 不变
QLTA ISHARES AAA $2,2810.00%48 00.0% — 不变
UPS UNITED PARCEL $2,2580.00%21 -39-65.0% -$4,193 减仓
VOD VODAFONE GROUP $2,2280.00%168 00.0% — 不变
DOCU DOCUSIGN INC $2,2210.00%50 50— $2,221 新建仓
— FRANKLIN BITCOIN $2,2050.00%65 00.0% — 不变
LPX LA PAC CORP $2,2020.00%28 00.0% — 不变
NTRA NATERA INC $2,1720.00%8 00.0% — 不变
UDR UDR INC $2,1560.00%54 00.0% — 不变
SSYS STRATASYS LTD $2,1400.00%250 -250-50.0% -$2,140 减仓
NOV NOV INC $2,1150.00%114 00.0% — 不变
KSA ISHARES MSCI $2,0890.00%56 00.0% — 不变
OZK BANK OZK $2,0840.00%40 00.0% — 不变
EMBJ EMBRAER S A $2,0420.00%32 00.0% — 不变
COLB COLUMBIA BANKING SYS INC $2,0190.00%63 00.0% — 不变
SMR NUSCALE POWER $2,0060.00%200 00.0% — 不变
INFQ INFLEQTION INC $1,9980.00%150 150— $1,998 新建仓
PRIM PRIMORIS SERVICES $1,9820.00%20 00.0% — 不变
AMX AMERICA MOVIL $1,9490.00%75 00.0% — 不变
MC MOELIS & COMPANY $1,8970.00%29 00.0% — 不变
NWL NEWELL BRANDS $1,8420.00%300 00.0% — 不变
SLG SL GREEN $1,8120.00%35 00.0% — 不变
DOW DOW INC $1,8060.00%66 -71-51.8% -$1,943 减仓
TREX TREX CO $1,8010.00%36 00.0% — 不变
— FIDELITY TOTAL MARKET INDEX $1,7830.00%8 00.0% — 不变
LAD LITHIA MOTORS $1,7430.00%6 00.0% — 不变
VGNT VERSIGENT LTD F $1,7220.00%41 -66-61.7% -$2,772 减仓
FOXF FOX FACTORY $1,6950.00%100 00.0% — 不变
LEU CENTRUS ENERGY $1,6790.00%10 00.0% — 不变
ACMR ACM RESEARCH $1,6500.00%13 00.0% — 不变
GSAT GLOBALSTAR INC $1,6260.00%20 00.0% — 不变
INSM INSMED INC $1,5990.00%15 00.0% — 不变
ASTS AST SPACEMOBILE $1,5990.00%18 00.0% — 不变
ALSN ALLISON TRANSMISSION $1,5780.00%14 00.0% — 不变
SPHQ INVESCO S&P $1,5320.00%17 17— $1,532 新建仓
SCHH SCHWAB US $1,5160.00%64 44220.0% $1,042 加仓
CORZ CORE SCIENTIFIC $1,4840.00%58 00.0% — 不变
AGO ASSURED GUARANTY $1,4430.00%18 00.0% — 不变
MRP MILLROSE PPTYS $1,4420.00%48 -4-7.7% -$120 减仓
— ENHANCED GROUP $1,4350.00%500 500— $1,435 新建仓
CUBI CUSTOMERS BANCORP $1,4240.00%18 00.0% — 不变
RGLD ROYAL GOLD $1,3970.00%7 00.0% — 不变
DINO HF SINCLAIR CORP $1,3930.00%20 20— $1,393 新建仓
ROKU ROKU INC $1,3810.00%10 00.0% — 不变
U UNITY SOFTWARE $1,3720.00%48 00.0% — 不变
GWW GRAINGER W W $1,3600.00%1 00.0% — 不变
— AUDDIA INC $1,3500.00%1,000 1,000— $1,350 新建仓
CBRE CBRE GROUP $1,3470.00%10 00.0% — 不变
DHR DANAHER CORP $1,3330.00%7 -116-94.3% -$2.21万 减仓
ELPC COMPANHIA PARANAENSE $1,3280.00%114 00.0% — 不变
DJT TRUMP MEDIA $1,2770.00%165 00.0% — 不变
CWT CALIFORNIA WATER $1,2650.00%26 00.0% — 不变
LAZ LAZARD INC $1,2580.00%30 00.0% — 不变
LEVI LEVI STRAUSS $1,2420.00%50 00.0% — 不变
CSX CSX CORP $1,2360.00%26 00.0% — 不变
BTBT BIT DIGITAL $1,2150.00%675 00.0% — 不变
ACGL ARCH CAPITAL GROUP LTD $1,1650.00%12 00.0% — 不变
POR PORTLAND GENERAL $1,1400.00%22 00.0% — 不变
— BLUEROCK HOMES $1,1250.00%125 00.0% — 不变
AES AES CORP $1,1000.00%75 00.0% — 不变
TTC TORO CO $1,0720.00%11 00.0% — 不变
PJT PJT PARTNERS $1,0570.00%7 7— $1,057 新建仓
MAC MACERICH COMPANY $1,0330.00%41 00.0% — 不变
MMYT MAKEMYTRIP LTD $1,0130.00%19 00.0% — 不变
VRSN VERISIGN INC $1,0060.00%4 00.0% — 不变
CPAY CORPAY INC $1,0000.00%3 00.0% — 不变
LMND LEMONADE INC $9760.00%15 00.0% — 不变
BR BROADRIDGE FINANCIAL $9590.00%7 00.0% — 不变
EFX EQUIFAX INC $9520.00%6 -28-82.4% -$4,443 减仓
MP MP MATERIALS $9520.00%17 00.0% — 不变
— BITWISE 10 $9400.00%25 00.0% — 不变
VSNT VERSANT MEDIA $9360.00%26 -1-3.7% -$36 减仓
NFG NATIONAL FUEL $9270.00%12 00.0% — 不变
NXRT NEXPOINT RESIDENTIAL $8660.00%31 31— $866 新建仓
ZM ZOOM COMMUNICATIONS $8630.00%10 10— $863 新建仓
JBLU JETBLUE AIRWAYS $8600.00%150 00.0% — 不变
SPB SPECTRUM BRANDS $8570.00%10 00.0% — 不变
LODE COMSTOCK INC $8320.00%200 00.0% — 不变