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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $873 | 0.00% | 3 | 3 | — | $873 | 新建仓 |
| CORZ | CORE SCIENTIFIC | $868 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC FCLASS A | $850 | 0.00% | 100 | 100 | — | $850 | 新建仓 |
| MP | MP MATERIALS | $820 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL | $798 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH COMPANY | $775 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $774 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP | $745 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS | $737 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LTD | $709 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY | $666 | 0.00% | 53 | 19 | 55.9% | $239 | 重新持有 |
| JBLU | JETBLUE AIRWAYS | $663 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W | $632 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $629 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINANCIAL | $616 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORP CLASS A | $614 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LODE | COMSTOCK INC | $610 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $605 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TBBB | BBB FOODS | $601 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL | $600 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS | $595 | 0.00% | 55 | -228 | -80.6% | -$2,467 | 减仓 |
| ONC | BEONE MEDICINES | $594 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDUSTRIAL | $594 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $582 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $579 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES | $574 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS | $572 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN | $546 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESEARCH | $512 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H&R | $476 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $466 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | MAMMOTH ENERGY | $458 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB US | $430 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY | $398 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP | $395 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT SA | $369 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PFD | $348 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $342 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $339 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES | $338 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $334 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE | $327 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $320 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET | $319 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES AD FUNSPONSORED ADR 1 ADR REPS 10 ORD COM | $312 | 0.00% | 50 | -250 | -83.3% | -$1,560 | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES | $292 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $289 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $284 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP | $246 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $236 | 0.00% | 2 | -123 | -98.4% | -$1.45万 | 减仓 |
| SNAP | SNAP INC | $230 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HOLDINGS | $223 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $209 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $200 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING | $188 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL | $186 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EBND | SPDR BLOOMBERG | $186 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AETFIFY ALTERNATIVE | $184 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATIONAL | $141 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $125 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | FIDELITY U S BOND INDEX | $99 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES | $86 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH | $85 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $55 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VTMX | VESTA REAL | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VALARIS LTD | $32 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VCI GLOBAL | $23 | 0.00% | 16 | 16 | — | $23 | 新建仓 |
| KD | KYNDRYL HOLDINGS | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | QUINCE THERAPEUTICS | $8 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK UTILS | $8 | 0.00% | 1,000 | 1,000 | — | $8 | 新建仓 |
| — | BLACK TITAN | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BNB PLUS | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTMS | PUTNAM FRANKLIN | $0 | 0.00% | 0 | -71,714 | -100.0% | -$71.21万 | 清仓 |
| FUMB | FIRST TRUST | $0 | 0.00% | 0 | -30,000 | -100.0% | -$60.18万 | 清仓 |
| — | GROWTH POOL | $0 | 0.00% | 0 | -4,451 | -100.0% | -$36.31万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -8,222 | -100.0% | -$24.86万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -830 | -100.0% | -$15.23万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -1,633 | -100.0% | -$11.77万 | 清仓 |
| — | EXACT SCIENCES | $0 | 0.00% | 0 | -552 | -100.0% | -$5.62万 | 清仓 |
| EXE | EXPAND ENERGY | $0 | 0.00% | 0 | -500 | -100.0% | -$5.52万 | 清仓 |
| — | ENVVENO MED | $0 | 0.00% | 0 | -92,650 | -100.0% | -$2.97万 | 清仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -62 | -100.0% | -$2.80万 | 清仓 |
| — | ASHTEAD GROUP PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -392 | -100.0% | -$2.75万 | 清仓 |
| — | BAIRD QUALITY INTERMEDIATE MUNI BD INST | $0 | 0.00% | 0 | -2,333 | -100.0% | -$2.60万 | 清仓 |
| — | COLUMBIA TAX-EXEMPT FUND S | $0 | 0.00% | 0 | -2,212 | -100.0% | -$2.60万 | 清仓 |
| — | GREAT LAKES DREDGE & DOC | $0 | 0.00% | 0 | -1,940 | -100.0% | -$2.57万 | 清仓 |
| BUI | BLACKROCK UTILITIES | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.57万 | 清仓 |
| — | VANGUARD WELLINGTON INV | $0 | 0.00% | 0 | -529 | -100.0% | -$2.37万 | 清仓 |
| LGLV | STATE STREET | $0 | 0.00% | 0 | -84 | -100.0% | -$1.49万 | 清仓 |
| — | VANGUARD HIGH-YIELD CORPORATE INV | $0 | 0.00% | 0 | -2,561 | -100.0% | -$1.42万 | 清仓 |
| — | CIVITAS RES INC | $0 | 0.00% | 0 | -508 | -100.0% | -$1.41万 | 清仓 |
| — | HANG SENG BK LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -648 | -100.0% | -$1.28万 | 清仓 |
| — | MONEY MARKET POOL | $0 | 0.00% | 0 | -9,031 | -100.0% | -$1.10万 | 清仓 |
| MTN | VAIL RESORTS | $0 | 0.00% | 0 | -81 | -100.0% | -$1.08万 | 清仓 |
| IEI | ISHARES 3-7 YEAR TRERY BOND ETF | $0 | 0.00% | 0 | -85 | -100.0% | -$1.01万 | 清仓 |
| — | RECKITT BENCKISER GROU FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $0 | 0.00% | 0 | -595 | -100.0% | -$9,615 | 清仓 |
| IEP | ICAHN ENTERPRISES L P LP | $0 | 0.00% | 0 | -1,220 | -100.0% | -$9,125 | 清仓 |
| — | VANGUARD LIFESTRATEGY INCOME INV | $0 | 0.00% | 0 | -538 | -100.0% | -$8,488 | 清仓 |
| — | SCHWAB INTERNATIONAL INDEX | $0 | 0.00% | 0 | -257 | -100.0% | -$7,461 | 清仓 |