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 |
|---|---|---|---|---|---|---|---|---|
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $158.62万 | 0.24% | 30,392 | 0 | 0.0% | — | 不变 |
| SHM | STATE STREET | $157.47万 | 0.24% | 32,922 | 386 | 1.2% | $1.85万 | 加仓 |
| HYD | VANECK HIGH | $156.93万 | 0.24% | 31,298 | 881 | 2.9% | $4.42万 | 加仓 |
| PLSE | PULSE BIOSCIENCES | $152.19万 | 0.23% | 70,492 | 4,166 | 6.3% | $8.99万 | 加仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | $147.57万 | 0.23% | 16,506 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $145.78万 | 0.22% | 36,271 | 8,425 | 30.3% | $33.86万 | 加仓 |
| AOR | ISHARES CORE | $140.54万 | 0.22% | 21,840 | 9,110 | 71.6% | $58.62万 | 加仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $140.04万 | 0.21% | 27,550 | 6,050 | 28.1% | $30.75万 | 加仓 |
| TSLA | TESLA INC | $139.94万 | 0.21% | 3,812 | 235 | 6.6% | $8.63万 | 加仓 |
| RVTY | REVVITY INC | $137.21万 | 0.21% | 15,660 | 181 | 1.2% | $1.59万 | 加仓 |
| AMLP | ALERIAN MLP | $135.38万 | 0.21% | 25,728 | -2,274 | -8.1% | -$11.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS | $132.85万 | 0.20% | 3,060 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $132.73万 | 0.20% | 1,318 | 25 | 1.9% | $2.52万 | 加仓 |
| MDT | MEDTRONIC PLC | $132.42万 | 0.20% | 15,282 | -2,995 | -16.4% | -$25.95万 | 减仓 |
| BOND | PIMCO ACTIVE | $132.08万 | 0.20% | 14,316 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD COM | $132.03万 | 0.20% | 1,000 | -99 | -9.0% | -$13.07万 | 减仓 |
| EFV | ISHARES MSCI | $131.21万 | 0.20% | 17,648 | -550 | -3.0% | -$4.09万 | 减仓 |
| SMB | VANECK SHORT | $127.75万 | 0.20% | 73,843 | 5,319 | 7.8% | $9.20万 | 加仓 |
| STX | SEAGATE TECHNOLOGY | $127.46万 | 0.20% | 3,240 | 140 | 4.5% | $5.51万 | 加仓 |
| WMT | WAL-MART STORES INC | $125.06万 | 0.19% | 10,033 | 1 | 0.0% | $125 | 加仓 |
| IYW | ISHARES U S TECHNOLOGY ETF | $124.59万 | 0.19% | 6,837 | -15 | -0.2% | -$2,733 | 减仓 |
| VNQ | VANGUARD INDEX FDS REIT | $124.52万 | 0.19% | 14,037 | 80 | 0.6% | $7,096 | 加仓 |
| — | BALANCED POOL | $124.08万 | 0.19% | 13,158 | 11,260 | 593.3% | $106.19万 | 加仓 |
| — | TRANSAMERICA INTERMEDIATE MUNI I | $120.53万 | 0.18% | 112,649 | 102,325 | 991.1% | $109.49万 | 加仓 |
| CSCO | CISCO SYS INC | $119.07万 | 0.18% | 15,316 | -449 | -2.8% | -$3.49万 | 减仓 |
| DKNG | DRAFTKINGS INC | $118.62万 | 0.18% | 54,863 | 3,230 | 6.3% | $6.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.83万 | 0.18% | 4,828 | -61 | -1.2% | -$1.49万 | 减仓 |
| NFLX | NETFLIX INC | $117.41万 | 0.18% | 12,060 | 2,480 | 25.9% | $24.14万 | 加仓 |
| C | CITIGROUP INC | $111.66万 | 0.17% | 9,824 | -501 | -4.9% | -$5.69万 | 减仓 |
| BA | BOEING CO | $111.30万 | 0.17% | 5,541 | -80 | -1.4% | -$1.61万 | 减仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $109.43万 | 0.17% | 1,094,343 | -2,911,796 | -72.7% | -$291.18万 | 减仓 |
| VGK | VANGUARD FTSE | $108.20万 | 0.17% | 13,126 | 196 | 1.5% | $1.62万 | 加仓 |
| IDCC | INTERDIGITAL INC | $106.27万 | 0.16% | 3,517 | 50 | 1.4% | $1.51万 | 加仓 |
| ITM | VANECK INTERMEDIATE | $105.50万 | 0.16% | 22,723 | 2,180 | 10.6% | $10.12万 | 加仓 |
| HMOP | HARTFORD MUN | $104.66万 | 0.16% | 26,979 | -400 | -1.5% | -$1.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $103.36万 | 0.16% | 3,816 | -557 | -12.7% | -$15.09万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $97.71万 | 0.15% | 2,973 | 78 | 2.7% | $2.56万 | 加仓 |
| FCX | FREEPORT MCMORAN | $97.23万 | 0.15% | 16,137 | 35 | 0.2% | $2,109 | 加仓 |
| MUST | COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $95.89万 | 0.15% | 46,800 | 30,400 | 185.4% | $62.29万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $94.80万 | 0.15% | 1,554 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $93.84万 | 0.14% | 5,642 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO | $92.57万 | 0.14% | 5,745 | 2,968 | 106.9% | $47.82万 | 加仓 |
| VFH | VANGUARD FINANCIALS | $89.11万 | 0.14% | 7,376 | 100 | 1.4% | $1.21万 | 加仓 |
| SUSA | ISHARES ESG | $86.54万 | 0.13% | 6,551 | 10 | 0.2% | $1,321 | 加仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | $85.86万 | 0.13% | 32,083 | -560 | -1.7% | -$1.50万 | 减仓 |
| EQIN | COLUMBIA TR | $85.58万 | 0.13% | 17,415 | 8,486 | 95.0% | $41.70万 | 加仓 |
| TAXF | AMERICAN CENTURY | $84.08万 | 0.13% | 16,800 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $83.81万 | 0.13% | 17,934 | 450 | 2.6% | $2.10万 | 加仓 |
| ALMU | AELUMA INC | $82.24万 | 0.13% | 62,830 | 12,530 | 24.9% | $16.40万 | 加仓 |
| BABA | ALIBABA GROUP | $82.13万 | 0.13% | 6,562 | -834 | -11.3% | -$10.44万 | 减仓 |
| XBI | STATE STREET | $80.47万 | 0.12% | 6,300 | 100 | 1.6% | $1.28万 | 加仓 |
| HTRB | HARTFORD TOTAL | $79.76万 | 0.12% | 23,635 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $77.89万 | 0.12% | 3,523 | 0 | 0.0% | — | 不变 |
| SMIZ | ZACKS TR | $77.78万 | 0.12% | 20,917 | 15,710 | 301.7% | $58.42万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $77.41万 | 0.12% | 4,033 | 180 | 4.7% | $3.45万 | 加仓 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $74.11万 | 0.11% | 11,805 | 3,310 | 39.0% | $20.78万 | 加仓 |
| CAT | CATERPILLAR INC | $71.53万 | 0.11% | 1,002 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN CA TAX FREE INCOME A1 | $71.07万 | 0.11% | 105,761 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET | $71.02万 | 0.11% | 6,528 | 1,138 | 21.1% | $12.38万 | 加仓 |
| RTX | RTX CORP | $70.86万 | 0.11% | 3,642 | -46 | -1.2% | -$8,949 | 减仓 |
| TLT | ISHARES TR 20 PLUS YR TR BD | $70.36万 | 0.11% | 8,115 | 3,020 | 59.3% | $26.18万 | 加仓 |
| IYY | ISHARES DOW | $70.35万 | 0.11% | 4,440 | 1,195 | 36.8% | $18.93万 | 加仓 |
| CGDG | CAPITAL GROUP | $69.26万 | 0.11% | 19,290 | 3,265 | 20.4% | $11.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $67.71万 | 0.10% | 4,698 | -108 | -2.2% | -$1.56万 | 减仓 |
| DLX | DELUXE CORP | $67.65万 | 0.10% | 24,565 | -6,070 | -19.8% | -$16.72万 | 减仓 |
| CVX | CHEVRON CORP | $64.72万 | 0.10% | 3,141 | -20 | -0.6% | -$4,121 | 减仓 |
| ETR | ENTERGY CORP NEW | $63.88万 | 0.10% | 5,615 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE | $63.26万 | 0.10% | 17,775 | -225 | -1.2% | -$8,008 | 重新持有 |
| FDLO | FIDELITY LOW | $62.56万 | 0.10% | 9,685 | -190 | -1.9% | -$1.23万 | 减仓 |
| — | EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 | $62.47万 | 0.10% | 600,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE | $62.37万 | 0.10% | 954 | 26 | 2.8% | $1.70万 | 加仓 |
| JNK | STATE STREET | $62.22万 | 0.10% | 6,500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $61.49万 | 0.09% | 3,745 | 3,147 | 526.3% | $51.67万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR A | $60.88万 | 0.09% | 7,800 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CORE BOND I | $58.44万 | 0.09% | 56,464 | 47,893 | 558.8% | $49.57万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.66万 | 0.09% | 1,605 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $57.66万 | 0.09% | 2,936 | 1,784 | 154.9% | $35.03万 | 加仓 |
| ATOM | ATOMERA INC | $57.48万 | 0.09% | 150,877 | 1,430 | 1.0% | $5,448 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $56.78万 | 0.09% | 3,848 | 2,696 | 234.0% | $39.78万 | 加仓 |
| VTEB | VANGUARD MUNICIPAL | $55.12万 | 0.08% | 11,037 | 0 | 0.0% | — | 不变 |
| KO | THE COCA-COLA CO | $54.56万 | 0.08% | 7,147 | 196 | 2.8% | $1.50万 | 加仓 |
| MDYG | STATE STREET | $54.22万 | 0.08% | 5,650 | 4,063 | 256.0% | $38.99万 | 加仓 |
| — | SCHWAB TREASURY OBLIG MONEY INV | $53.73万 | 0.08% | 537,341 | -66,368 | -11.0% | -$6.64万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $53.22万 | 0.08% | 11,765 | -424 | -3.5% | -$1.92万 | 减仓 |
| HD | HOME DEPOT INC | $52.86万 | 0.08% | 1,617 | -74 | -4.4% | -$2.42万 | 减仓 |
| VUG | VANGUARD GROWTH | $52.47万 | 0.08% | 1,201 | 20 | 1.7% | $8,738 | 加仓 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD I | $52.04万 | 0.08% | 48,405 | 0 | 0.0% | — | 不变 |
| — | VANGUARD CA INTERM-TERM TAX-EXEMPT ADM | $51.83万 | 0.08% | 45,185 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD COM | $50.93万 | 0.08% | 1,503 | -47 | -3.0% | -$1.59万 | 减仓 |
| — | TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 | $50.79万 | 0.08% | 500,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $50.62万 | 0.08% | 5,250 | -264 | -4.8% | -$2.55万 | 减仓 |
| GRMN | GARMIN LTD | $49.97万 | 0.08% | 2,150 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION | $49.80万 | 0.08% | 711 | -20 | -2.7% | -$1.40万 | 减仓 |
| GEV | GE VERNOVA | $49.23万 | 0.08% | 557 | 124 | 28.6% | $10.96万 | 加仓 |
| TBIL | RBB FD INC US TREAS 3 | $48.86万 | 0.07% | 9,800 | 4,050 | 70.4% | $20.19万 | 加仓 |
| BIIB | BIOGEN INC | $47.79万 | 0.07% | 2,637 | 125 | 5.0% | $2.27万 | 加仓 |
| — | FIDELITY ADVISOR INVESTMENT GR BD I | $47.76万 | 0.07% | 65,786 | 61,556 | 1,455.2% | $44.69万 | 加仓 |
| — | FIRST EAGLE GLOBAL I | $47.54万 | 0.07% | 5,750 | 2,247 | 64.1% | $18.58万 | 加仓 |
| PFE | PFIZER INC | $45.44万 | 0.07% | 16,163 | -395 | -2.4% | -$1.11万 | 减仓 |
| HPQ | HP INC | $43.61万 | 0.07% | 22,700 | -214 | -0.9% | -$4,111 | 减仓 |