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 |
|---|---|---|---|---|---|---|---|---|
| — | KENNEDY-WILSON HOLDINGS | $0 | 0.00% | 0 | -55 | -100.0% | -$595 | 清仓 |
| ONC | BEONE MEDICINES | $0 | 0.00% | 0 | -2 | -100.0% | -$594 | 清仓 |
| CNH | CNH INDUSTRIAL | $0 | 0.00% | 0 | -54 | -100.0% | -$594 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$579 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES | $0 | 0.00% | 0 | -5 | -100.0% | -$574 | 清仓 |
| HRB | BLOCK H&R | $0 | 0.00% | 0 | -15 | -100.0% | -$476 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -35 | -100.0% | -$466 | 清仓 |
| CE | CELANESE CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$395 | 清仓 |
| PGX | INVESCO PFD | $0 | 0.00% | 0 | -32 | -100.0% | -$348 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -9 | -100.0% | -$342 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$339 | 清仓 |
| SSNC | SS&C TECHNOLOGIES | $0 | 0.00% | 0 | -5 | -100.0% | -$338 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -6 | -100.0% | -$334 | 清仓 |
| PPLI | IAC INC | $0 | 0.00% | 0 | -8 | -100.0% | -$320 | 清仓 |
| RWX | STATE STREET | $0 | 0.00% | 0 | -12 | -100.0% | -$319 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$289 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -7 | -100.0% | -$284 | 清仓 |
| MTCH | MATCH GROUP | $0 | 0.00% | 0 | -8 | -100.0% | -$246 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$236 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -50 | -100.0% | -$230 | 清仓 |
| EQH | EQUITABLE HOLDINGS | $0 | 0.00% | 0 | -6 | -100.0% | -$223 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -4 | -100.0% | -$200 | 清仓 |
| PCY | INVESCO EMERGING | $0 | 0.00% | 0 | -9 | -100.0% | -$188 | 清仓 |
| EBND | SPDR BLOOMBERG | $0 | 0.00% | 0 | -9 | -100.0% | -$186 | 清仓 |
| ARE | ALEXANDRIA REAL | $0 | 0.00% | 0 | -4 | -100.0% | -$186 | 清仓 |
| FIS | FIDELITY NATIONAL | $0 | 0.00% | 0 | -3 | -100.0% | -$141 | 清仓 |
| VTMX | VESTA REAL | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| — | VCI GLOBAL | $0 | 0.00% | 0 | -16 | -100.0% | -$23 | 清仓 |
| — | QUINCE THERAPEUTICS | $0 | 0.00% | 0 | -75 | -100.0% | -$8 | 清仓 |
| — | BLACKROCK UTILS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8 | 清仓 |
| — | BNB PLUS | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DELTA OIL & GAS INC | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | P D L BIOPHARMA INC | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | SCIVANTA MEDICAL XXXREGISTRATION REVOKED BY THE SEC EFF: 08/14/19 | $0 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SOLAR ENERTECH CORP | $0 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $0 | 0.00% | 116 | 116 | — | — | 新建仓 |