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 |
|---|---|---|---|---|---|---|---|---|
| — | STEAKHOLDER FOODS | $827 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $814 | 0.00% | 9 | -681 | -98.7% | -$6.16万 | 减仓 |
| SOXQ | INVESCO PHLX | $785 | 0.00% | 7 | 7 | — | $785 | 新建仓 |
| YUMC | YUM CHINA | $777 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY | $772 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CNO | CNO FINANCIAL | $765 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $707 | 0.00% | 13 | -4 | -23.5% | -$218 | 减仓 |
| CFG | CITIZENS FINANCIAL | $701 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORP CLASS A | $700 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $622 | 0.00% | 5 | -270 | -98.2% | -$3.36万 | 减仓 |
| — | MAMMOTH ENERGY | $608 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $586 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS | $574 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP | $565 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | DOCGO INC | $516 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W | $471 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $463 | 0.00% | 41 | 40 | 4,000.0% | $452 | 加仓 |
| BAH | BOOZ ALLEN | $425 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE | $413 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES AD FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS | $402 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP | $347 | 0.00% | 14 | -24 | -63.2% | -$595 | 减仓 |
| OBE | OBSIDIAN ENERGY | $341 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES | $323 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY | $301 | 0.00% | 34 | -19 | -35.8% | -$168 | 减仓 |
| — | AVANOS MEDICAL | $274 | 0.00% | 11 | 11 | — | $274 | 新建仓 |
| GLOB | GLOBANT SA | $232 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY FUNDAMENTAL | $229 | 0.00% | 6 | 6 | — | $229 | 新建仓 |
| — | AMPLIFY ALTERNATIVE | $206 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS | $177 | 0.00% | 30 | -13 | -30.2% | -$77 | 减仓 |
| — | CYBIN INC | $172 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED | $119 | 0.00% | 23 | 23 | — | $119 | 新建仓 |
| — | FIDELITY U S BOND INDEX | $98 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NBR | NABORS INDUSTRIES | $84 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH | $57 | 0.00% | 60 | -30 | -33.3% | -$28 | 减仓 |
| — | QUINCE THERAPEUTICS | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| — | VALARIS LTD | $17 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES | $6 | 0.00% | 2 | 2 | — | $6 | 新建仓 |
| — | BLACK TITAN | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $0 | 0.00% | 0 | -18,436 | -100.0% | -$3.98万 | 清仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $0 | 0.00% | 0 | -500 | -100.0% | -$3.96万 | 清仓 |
| INFY | INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $0 | 0.00% | 0 | -2,108 | -100.0% | -$2.90万 | 清仓 |
| — | ARGO BLOCKCHAIN | $0 | 0.00% | 0 | -8,350 | -100.0% | -$2.40万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -360 | -100.0% | -$1.44万 | 清仓 |
| — | WOLTERS KLUWER N V FSPONSORED ADR 1 ADR REPS 1 ORD COM | $0 | 0.00% | 0 | -162 | -100.0% | -$1.22万 | 清仓 |
| SPCE | VIRGIN GALACTIC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$1.22万 | 清仓 |
| TPYP | TORTOISE NORTH | $0 | 0.00% | 0 | -279 | -100.0% | -$1.18万 | 清仓 |
| HYS | PIMCO 0-5 | $0 | 0.00% | 0 | -126 | -100.0% | -$1.18万 | 清仓 |
| — | TECHNOPRO HLDGS INC FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $0 | 0.00% | 0 | -1,960 | -100.0% | -$1.13万 | 清仓 |
| — | PT BK CENT ASIA TBK FSPONSORED ADR 1 ADR REPS 25 ORD COM | $0 | 0.00% | 0 | -989 | -100.0% | -$9,583 | 清仓 |
| BKLN | INVESCO SENIOR | $0 | 0.00% | 0 | -461 | -100.0% | -$9,409 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -116 | -100.0% | -$8,775 | 清仓 |
| SRLN | STATE STREET | $0 | 0.00% | 0 | -214 | -100.0% | -$8,590 | 清仓 |
| MLPA | GLOBAL X | $0 | 0.00% | 0 | -158 | -100.0% | -$8,512 | 清仓 |
| JHML | JOHN HANCOCK | $0 | 0.00% | 0 | -104 | -100.0% | -$8,140 | 清仓 |
| SCHO | SCHWAB SHORT | $0 | 0.00% | 0 | -302 | -100.0% | -$7,329 | 清仓 |
| JHMM | JOHN HANCOCK | $0 | 0.00% | 0 | -107 | -100.0% | -$7,181 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -448 | -100.0% | -$6,979 | 清仓 |
| DWX | STATE STREET | $0 | 0.00% | 0 | -140 | -100.0% | -$6,384 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -101 | -100.0% | -$6,284 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS | $0 | 0.00% | 0 | -285 | -100.0% | -$6,033 | 清仓 |
| JHMD | JOHN HANCOCK | $0 | 0.00% | 0 | -142 | -100.0% | -$6,016 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$5,835 | 清仓 |
| — | PT BK RAKYAT FSPONSORED ADR 1 ADR REPS 50 ORD COM | $0 | 0.00% | 0 | -594 | -100.0% | -$5,779 | 清仓 |
| WK | WORKIVA INC CLASS CLASS A | $0 | 0.00% | 0 | -96 | -100.0% | -$5,760 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -63 | -100.0% | -$5,747 | 清仓 |
| RNW | RENEW ENERGY GLOBAL PL FCLASS A | $0 | 0.00% | 0 | -1,122 | -100.0% | -$5,329 | 清仓 |
| — | COTERRA ENERGY | $0 | 0.00% | 0 | -126 | -100.0% | -$4,428 | 清仓 |
| DOX | AMDOCS LTD F | $0 | 0.00% | 0 | -66 | -100.0% | -$4,384 | 清仓 |
| ASST | STRIVE INC | $0 | 0.00% | 0 | -425 | -100.0% | -$4,259 | 清仓 |
| JHSC | JOHN HANCOCK | $0 | 0.00% | 0 | -92 | -100.0% | -$3,946 | 清仓 |
| — | NINTENDO LTD FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $0 | 0.00% | 0 | -266 | -100.0% | -$3,692 | 清仓 |
| WD | WALKER & DUNLOP INC | $0 | 0.00% | 0 | -80 | -100.0% | -$3,555 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | -175 | -100.0% | -$3,043 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -8 | -100.0% | -$2,713 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| SBET | SHARPLINK INC | $0 | 0.00% | 0 | -400 | -100.0% | -$2,580 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$2,490 | 清仓 |
| — | TRI POINTE | $0 | 0.00% | 0 | -52 | -100.0% | -$2,430 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS | $0 | 0.00% | 0 | -9 | -100.0% | -$1,701 | 清仓 |
| — | AIR LEASE | $0 | 0.00% | 0 | -25 | -100.0% | -$1,624 | 清仓 |
| GPN | GLOBAL PAYMENTS | $0 | 0.00% | 0 | -24 | -100.0% | -$1,615 | 清仓 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1,612 | 清仓 |
| BSAC | BANCO SANTANDER | $0 | 0.00% | 0 | -44 | -100.0% | -$1,470 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -34 | -100.0% | -$1,447 | 清仓 |
| — | SONY FINL GROUP INC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $0 | 0.00% | 0 | -286 | -100.0% | -$1,307 | 清仓 |
| RNR | RENAISSANCERE HOLDINGS | $0 | 0.00% | 0 | -4 | -100.0% | -$1,189 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS | $0 | 0.00% | 0 | -50 | -100.0% | -$1,154 | 清仓 |
| VOYA | VOYA FINANCIAL | $0 | 0.00% | 0 | -16 | -100.0% | -$1,093 | 清仓 |
| — | IDEAL POWER | $0 | 0.00% | 0 | -386 | -100.0% | -$1,092 | 清仓 |
| WST | WEST PHARMACEUTICAL | $0 | 0.00% | 0 | -4 | -100.0% | -$1,003 | 清仓 |
| TXRH | TEXAS ROADHOUSE | $0 | 0.00% | 0 | -6 | -100.0% | -$991 | 清仓 |
| EG | EVEREST GROUP | $0 | 0.00% | 0 | -3 | -100.0% | -$981 | 清仓 |
| MICC | THE MAGNUM ICE CREAM C F | $0 | 0.00% | 0 | -64 | -100.0% | -$915 | 清仓 |
| ELV | ELEVANCE HEALTH | $0 | 0.00% | 0 | -3 | -100.0% | -$878 | 清仓 |
| LBTYA | LIBERTY GLOBAL | $0 | 0.00% | 0 | -66 | -100.0% | -$798 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -41 | -100.0% | -$774 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$605 | 清仓 |
| TBBB | BBB FOODS | $0 | 0.00% | 0 | -17 | -100.0% | -$601 | 清仓 |