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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $182.45万 | 0.24% | 38,655 | 2,384 | 6.6% | $11.25万 | 加仓 |
| — | TRANSAMERICA INTERMEDIATE MUNI I | $181.16万 | 0.24% | 167,587 | 54,938 | 48.8% | $59.39万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $180.09万 | 0.24% | 24,532 | 1,561 | 6.8% | $11.46万 | 加仓 |
| CSCO | CISCO SYS INC | $179.92万 | 0.24% | 15,317 | 1 | 0.0% | $117 | 加仓 |
| IYW | ISHARES TECHNOLOGY | $176.76万 | 0.23% | 7,007 | 170 | 2.5% | $4.29万 | 加仓 |
| — | COLUMBIA INTERNATIONAL EQUITY INCOME ETF | $175.74万 | 0.23% | 45,607 | -521 | -1.1% | -$2.01万 | 减仓 |
| — | AMERICAN FUNDS FUNDAMENTAL INVS A | $172.40万 | 0.23% | 16,652 | 146 | 0.9% | $1.51万 | 加仓 |
| RVTY | REVVITY INC | $171.69万 | 0.23% | 15,431 | -229 | -1.5% | -$2.55万 | 减仓 |
| CI | THE CIGNA GROUP | $167.52万 | 0.22% | 6,076 | 38 | 0.6% | $1.05万 | 加仓 |
| CRM | SALESFORCE INC | $164.18万 | 0.22% | 10,480 | 915 | 9.6% | $14.33万 | 加仓 |
| TSLA | TESLA INC | $163.15万 | 0.21% | 3,879 | 67 | 1.8% | $2.82万 | 加仓 |
| FDX | FEDEX CORP | $160.90万 | 0.21% | 5,138 | -13 | -0.3% | -$4,071 | 减仓 |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $156.32万 | 0.21% | 30,857 | 3,307 | 12.0% | $16.75万 | 加仓 |
| SHM | STATE STREET SPDR NUVEENICE SHORT TERM MUNICIPALBOND ETF | $155.36万 | 0.20% | 32,391 | -531 | -1.6% | -$2.55万 | 减仓 |
| HYD | VANECK HIGH | $154.68万 | 0.20% | 30,029 | -1,269 | -4.1% | -$6.54万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $154.29万 | 0.20% | 20,433 | -35 | -0.2% | -$2,643 | 减仓 |
| MUNI | PIMCO INTERMEDIATE | $154.08万 | 0.20% | 29,292 | -1,100 | -3.6% | -$5.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $149.17万 | 0.20% | 3,589 | -227 | -5.9% | -$9.43万 | 减仓 |
| EFV | ISHARES MSCI ETF VALUE ETF | $139.94万 | 0.18% | 18,280 | 632 | 3.6% | $4.84万 | 加仓 |
| — | SCHWAB TREASURY OBLIG MONEY INV | $139.71万 | 0.18% | 1,397,132 | 859,791 | 160.0% | $85.98万 | 加仓 |
| C | CITIGROUP INC | $137.50万 | 0.18% | 9,824 | 0 | 0.0% | — | 不变 |
| — | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | $136.53万 | 0.18% | 1,365,347 | 271,004 | 24.8% | $27.10万 | 加仓 |
| VNQ | VANGUARD INDEX FDS REIT | $136.48万 | 0.18% | 14,153 | 116 | 0.8% | $1.12万 | 加仓 |
| INTU | INTUIT INC | $132.74万 | 0.17% | 5,086 | 5,012 | 6,773.0% | $130.81万 | 加仓 |
| DKNG | DRAFTKINGS INC | $132.46万 | 0.17% | 52,438 | -2,425 | -4.4% | -$6.13万 | 减仓 |
| SMB | VANECK SHORT | $129.01万 | 0.17% | 74,357 | 514 | 0.7% | $8,918 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $127.08万 | 0.17% | 3,060 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $126.10万 | 0.17% | 1,348 | 30 | 2.3% | $2.81万 | 加仓 |
| BA | BOEING COMPANY | $119.45万 | 0.16% | 5,518 | -23 | -0.4% | -$4,979 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $119.32万 | 0.16% | 4,698 | -130 | -2.7% | -$3.30万 | 减仓 |
| VGK | VANGUARD FTSE | $118.69万 | 0.16% | 13,405 | 279 | 2.1% | $2.47万 | 加仓 |
| ALMU | AELUMA INC | $116.09万 | 0.15% | 52,575 | -10,255 | -16.3% | -$22.64万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $115.41万 | 0.15% | 12,516 | -1,800 | -12.6% | -$16.60万 | 减仓 |
| WMT | WALMART INC | $113.53万 | 0.15% | 10,023 | -10 | -0.1% | -$1,133 | 减仓 |
| AMLP | ALERIAN MLP | $111.73万 | 0.15% | 21,548 | -4,180 | -16.2% | -$21.67万 | 减仓 |
| TLT | ISHARES 20 PLUS | $110.39万 | 0.14% | 12,773 | 4,658 | 57.4% | $40.25万 | 加仓 |
| ITM | VANECK INTERMEDIATE | $107.39万 | 0.14% | 22,853 | 130 | 0.6% | $6,109 | 加仓 |
| CAT | CATERPILLAR INC | $106.74万 | 0.14% | 1,002 | 0 | 0.0% | — | 不变 |
| ATOM | ATOMERA INC | $104.24万 | 0.14% | 119,682 | -31,195 | -20.7% | -$27.17万 | 减仓 |
| HMOP | HARTFORD MUN | $103.06万 | 0.14% | 26,329 | -650 | -2.4% | -$2.54万 | 减仓 |
| FCX | FREEPORT MCMORAN | $101.49万 | 0.13% | 16,138 | 1 | 0.0% | $63 | 加仓 |
| SMIZ | ZACKS TR | $100.87万 | 0.13% | 22,607 | 1,690 | 8.1% | $7.54万 | 加仓 |
| IVV | ISHARES CORE | $100.73万 | 0.13% | 1,345 | 391 | 41.0% | $29.28万 | 加仓 |
| SUSA | ISHARES ESG | $98.35万 | 0.13% | 6,373 | -178 | -2.7% | -$2.75万 | 减仓 |
| IDCC | INTERDIGITAL INC | $98.16万 | 0.13% | 3,467 | -50 | -1.4% | -$1.42万 | 减仓 |
| MUST | COLUMBIA MULTI | $97.76万 | 0.13% | 47,000 | 200 | 0.4% | $4,160 | 加仓 |
| XBI | STATE STREET | $97.32万 | 0.13% | 6,150 | -150 | -2.4% | -$2.37万 | 减仓 |
| VFH | VANGUARD FINANCIALS INDEX FUND ETF SHARES | $97.07万 | 0.13% | 7,376 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $93.25万 | 0.12% | 13,060 | 1,000 | 8.3% | $7.14万 | 加仓 |
| EQIN | COLUMBIA TR | $89.34万 | 0.12% | 17,415 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP | $88.58万 | 0.12% | 23,615 | 4,325 | 22.4% | $16.22万 | 加仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER A | $87.68万 | 0.12% | 32,083 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $86.66万 | 0.11% | 4,073 | 40 | 1.0% | $8,511 | 加仓 |
| TIP | ISHARES TIPS | $86.12万 | 0.11% | 7,869 | 7,180 | 1,042.1% | $78.58万 | 加仓 |
| IYY | ISHARES DOW | $83.21万 | 0.11% | 4,565 | 125 | 2.8% | $2.28万 | 加仓 |
| INTC | INTEL CORP | $83.01万 | 0.11% | 5,945 | -681 | -10.3% | -$9.51万 | 减仓 |
| TAXF | AMERICAN CENTURY | $82.35万 | 0.11% | 16,200 | -600 | -3.6% | -$3.05万 | 减仓 |
| TCAF | T ROWE | $81.07万 | 0.11% | 19,725 | 1,950 | 11.0% | $8.01万 | 加仓 |
| MDYG | STATE STREET | $79.99万 | 0.11% | 7,136 | 1,486 | 26.3% | $16.66万 | 加仓 |
| HTRB | HARTFORD TOTAL | $79.73万 | 0.10% | 23,635 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $79.46万 | 0.10% | 1,605 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $78.51万 | 0.10% | 1,541 | -13 | -0.8% | -$6,623 | 减仓 |
| STE | STERIS PLC F | $78.40万 | 0.10% | 3,723 | 200 | 5.7% | $4.21万 | 加仓 |
| — | EXXON MOBIL | $77.14万 | 0.10% | 5,642 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $76.57万 | 0.10% | 6,528 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $75.54万 | 0.10% | 3,466 | 530 | 18.1% | $11.55万 | 加仓 |
| GEV | GE VERNOVA | $74.85万 | 0.10% | 637 | 80 | 14.4% | $9.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $74.17万 | 0.10% | 1,553 | 50 | 3.3% | $2.39万 | 加仓 |
| — | FRANKLIN CA TAX FREE INCOME A1 | $72.24万 | 0.09% | 105,761 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES | $67.98万 | 0.09% | 5,688 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $67.75万 | 0.09% | 3,745 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $67.28万 | 0.09% | 4,588 | -110 | -2.3% | -$1.61万 | 减仓 |
| RTX | RTX CORP | $67.20万 | 0.09% | 3,542 | -100 | -2.7% | -$1.90万 | 减仓 |
| — | KAZIA THERAPEUTICS | $67.00万 | 0.09% | 47,585 | -2,840 | -5.6% | -$4.00万 | 减仓 |
| IGE | ISHARES NORTH | $66.32万 | 0.09% | 11,805 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $65.45万 | 0.09% | 2,562 | -200 | -7.2% | -$5.11万 | 减仓 |
| ETR | ENTERGY CORP | $64.44万 | 0.08% | 5,610 | -5 | -0.1% | -$574 | 减仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR A | $63.94万 | 0.08% | 7,800 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET | $62.65万 | 0.08% | 6,500 | 0 | 0.0% | — | 不变 |
| — | EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 | $62.37万 | 0.08% | 600,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH | $62.10万 | 0.08% | 7,208 | 2 | 0.0% | $172 | 加仓 |
| BABA | ALIBABA GROUP | $61.97万 | 0.08% | 6,457 | -105 | -1.6% | -$1.01万 | 减仓 |
| KO | COCA COLA COMPANY | $60.14万 | 0.08% | 7,400 | 253 | 3.5% | $2.06万 | 加仓 |
| — | JPMORGAN CORE BOND I | $58.05万 | 0.08% | 56,464 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY LOW | $57.71万 | 0.08% | 8,445 | -1,240 | -12.8% | -$8.47万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INCLASS A | $57.61万 | 0.08% | 4,938 | 1,090 | 28.3% | $12.72万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $57.13万 | 0.08% | 19,480 | 650 | 3.5% | $1.91万 | 加仓 |
| BIIB | BIOGEN INC | $56.91万 | 0.07% | 2,634 | -3 | -0.1% | -$648 | 减仓 |
| HD | HOME DEPOT | $56.00万 | 0.07% | 1,587 | -30 | -1.9% | -$1.06万 | 减仓 |
| GE | GE AEROSPACE | $55.95万 | 0.07% | 1,497 | -30 | -2.0% | -$1.12万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES | $55.83万 | 0.07% | 11,037 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP | $54.89万 | 0.07% | 15,085 | 7,425 | 96.9% | $27.02万 | 加仓 |
| TBIL | F/M U S | $53.85万 | 0.07% | 10,800 | 1,000 | 10.2% | $4.99万 | 加仓 |
| CVX | CHEVRON CORP NEW | $53.72万 | 0.07% | 3,241 | 100 | 3.2% | $1.66万 | 加仓 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD I | $52.47万 | 0.07% | 48,405 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA EM | $52.26万 | 0.07% | 9,883 | 100 | 1.0% | $5,288 | 加仓 |
| — | VANGUARD CA INTERM-TERM TAX-EXEMPT ADM | $52.23万 | 0.07% | 45,185 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $51.69万 | 0.07% | 7,879 | -10,055 | -56.1% | -$65.97万 | 减仓 |
| MDT | MEDTRONIC PLC F | $51.62万 | 0.07% | 6,599 | -8,683 | -56.8% | -$67.93万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $51.36万 | 0.07% | 6,374 | 390 | 6.5% | $3.14万 | 加仓 |