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 |
|---|---|---|---|---|---|---|---|---|
| GTOQ | INVESCO HIGH | $43.46万 | 0.07% | 19,700 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO | $43.35万 | 0.07% | 18,830 | 3,488 | 22.7% | $8.03万 | 加仓 |
| GE | GE AEROSPACE | $43.24万 | 0.07% | 1,527 | -184 | -10.8% | -$5.21万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP | $43.01万 | 0.07% | 1,496 | 130 | 9.5% | $3.74万 | 加仓 |
| V | VISA INC | $42.99万 | 0.07% | 1,426 | 0 | 0.0% | — | 不变 |
| — | ARISTOTLE STRATEGIC INCOME I-2 | $42.62万 | 0.07% | 40,629 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $42.54万 | 0.07% | 7,654 | -253 | -3.2% | -$1.41万 | 减仓 |
| XLI | STATE STREET | $42.40万 | 0.06% | 2,614 | 100 | 4.0% | $1.62万 | 加仓 |
| SPYM | STATE STREET | $41.85万 | 0.06% | 5,458 | -86 | -1.6% | -$6,594 | 减仓 |
| PEP | PEPSICO INC | $41.70万 | 0.06% | 2,683 | -1 | -0.0% | -$155 | 减仓 |
| — | DWS GLOBAL MACRO S | $40.90万 | 0.06% | 36,099 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.70万 | 0.06% | 1,314 | 53 | 4.2% | $1.64万 | 加仓 |
| — | FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | $40.58万 | 0.06% | 55,743 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE-TRADED F EQUITY | $40.53万 | 0.06% | 7,170 | 500 | 7.5% | $2.83万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $40.46万 | 0.06% | 5,100 | -150 | -2.9% | -$1.19万 | 减仓 |
| — | AMERICAN FUNDS TAX-EXEMPT BOND F2 | $40.45万 | 0.06% | 32,571 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $40.42万 | 0.06% | 2,096 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA EM | $39.92万 | 0.06% | 9,783 | 5,108 | 109.3% | $20.84万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $39.71万 | 0.06% | 397,144 | -360,000 | -47.5% | -$36.00万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $39.13万 | 0.06% | 6,473 | -148 | -2.2% | -$8,948 | 减仓 |
| SBND | COLUMBIA SHORT | $38.79万 | 0.06% | 20,650 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $38.07万 | 0.06% | 3,715 | 2,000 | 116.6% | $20.50万 | 加仓 |
| GLW | CORNING INC | $38.03万 | 0.06% | 2,762 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $37.78万 | 0.06% | 2,630 | 1,280 | 94.8% | $18.39万 | 加仓 |
| — | KAZIA THERAPEUTICS | $37.52万 | 0.06% | 50,425 | 19,550 | 63.3% | $14.55万 | 加仓 |
| MPC | MARATHON PETROLEUM | $36.53万 | 0.06% | 1,499 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.41万 | 0.06% | 3,025 | -117 | -3.7% | -$1.41万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $33.70万 | 0.05% | 3,281 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET | $33.65万 | 0.05% | 7,286 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES | $33.49万 | 0.05% | 55,350 | 6,250 | 12.7% | $3.78万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $33.33万 | 0.05% | 4,631 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $33.21万 | 0.05% | 3,400 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETSEQUITY ETF | $32.58万 | 0.05% | 4,042 | 1,205 | 42.5% | $9.71万 | 加仓 |
| DE | DEERE & CO | $31.78万 | 0.05% | 561 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $31.77万 | 0.05% | 3,286 | -9 | -0.3% | -$870 | 减仓 |
| — | HARTFORD EQUITY INCOME I | $31.34万 | 0.05% | 15,630 | 5,396 | 52.7% | $10.82万 | 加仓 |
| WELL | WELLTOWER INC | $31.03万 | 0.05% | 1,538 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $31.00万 | 0.05% | 364 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.60万 | 0.05% | 6,626 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD | $30.46万 | 0.05% | 3,319 | -7,226 | -68.5% | -$66.32万 | 重新持有 |
| DIA | STATE STREET | $30.38万 | 0.05% | 655 | 100 | 18.0% | $4.64万 | 加仓 |
| — | HARBOR CORE PLUS INSTITUTIONAL | $30.33万 | 0.05% | 29,818 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $30.08万 | 0.05% | 428 | -150 | -26.0% | -$10.54万 | 减仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $30.05万 | 0.05% | 3,517 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $30.04万 | 0.05% | 775 | 712 | 1,130.2% | $27.60万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS | $29.87万 | 0.05% | 6,240 | 100 | 1.6% | $4,787 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $29.84万 | 0.05% | 660 | 397 | 151.0% | $17.95万 | 加仓 |
| — | KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | $29.75万 | 0.05% | 270,000 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $29.48万 | 0.05% | 3,035 | 688 | 29.3% | $6.68万 | 加仓 |
| EBAY | EBAY INC | $29.39万 | 0.05% | 3,217 | 1 | 0.0% | $91 | 加仓 |
| PSX | PHILLIPS 66 | $28.61万 | 0.04% | 1,584 | -284 | -15.2% | -$5.13万 | 减仓 |
| IGM | ISHARES EXPANDED | $28.44万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $28.35万 | 0.04% | 939 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $28.32万 | 0.04% | 5,928 | 1,000 | 20.3% | $4.78万 | 加仓 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | $28.27万 | 0.04% | 3,971 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $28.00万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $27.92万 | 0.04% | 332 | 230 | 225.5% | $19.34万 | 加仓 |
| MSGK | MADISON SQUARE GARDEN SPCLASS CLASS A | $27.33万 | 0.04% | 849 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $26.69万 | 0.04% | 4,046 | 0 | 0.0% | — | 不变 |
| — | LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | $26.55万 | 0.04% | 260,000 | 0 | 0.0% | — | 不变 |
| — | AUBURN ME 4 30GO UTX DUE 11/01/30 | $26.44万 | 0.04% | 250,000 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $26.39万 | 0.04% | 3,290 | 3,090 | 1,545.0% | $24.79万 | 加仓 |
| DGRO | ISHARES CORE | $26.29万 | 0.04% | 3,746 | 3 | 0.1% | $211 | 加仓 |
| — | DEER PK TEX 4 32DB LTX DUE 03/15/32 | $26.17万 | 0.04% | 250,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS AMERICAN MUTUAL A | $25.88万 | 0.04% | 4,414 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP | $25.36万 | 0.04% | 7,660 | 4,410 | 135.7% | $14.60万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS EMERG MKT BD | $25.27万 | 0.04% | 3,847 | 400 | 11.6% | $2.63万 | 加仓 |
| RDVY | FIRST TRUST | $25.26万 | 0.04% | 3,700 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $25.21万 | 0.04% | 2,380 | 0 | 0.0% | — | 不变 |
| — | FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | $25.09万 | 0.04% | 240,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.86万 | 0.04% | 2,674 | -122 | -4.4% | -$1.13万 | 减仓 |
| VOO | VANGUARD S&P | $24.74万 | 0.04% | 414 | -75 | -15.3% | -$4.48万 | 减仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $24.49万 | 0.04% | 2,351 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB | $23.84万 | 0.04% | 8,724 | 1,000 | 12.9% | $2.73万 | 加仓 |
| MCK | MCKESSON CORP | $23.66万 | 0.04% | 272 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P | $23.56万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| TXUE | THORNBURG INTL | $23.49万 | 0.04% | 7,278 | 7,278 | — | $23.49万 | 新建仓 |
| RY | ROYAL BANK OF CANADA F | $23.33万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST | $23.29万 | 0.04% | 4,900 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $23.12万 | 0.04% | 2,172 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET | $23.10万 | 0.04% | 3,868 | -3,153 | -44.9% | -$18.83万 | 减仓 |
| AEP | AMERICAN ELECTRIC | $22.54万 | 0.03% | 1,715 | -72 | -4.0% | -$9,462 | 减仓 |
| IBM | IBM CORP | $22.43万 | 0.03% | 917 | -30 | -3.2% | -$7,337 | 减仓 |
| VLO | VALERO ENERGY | $22.23万 | 0.03% | 899 | -1 | -0.1% | -$247 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES | $22.20万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $21.97万 | 0.03% | 2,219 | 444 | 25.0% | $4.40万 | 加仓 |
| SCHD | SCHWAB U S DIVIDEND EQUITY ETF | $21.95万 | 0.03% | 7,175 | -196 | -2.7% | -$5,996 | 减仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $21.81万 | 0.03% | 3,787 | 553 | 17.1% | $3.19万 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD F | $21.78万 | 0.03% | 245 | 245 | — | $21.78万 | 新建仓 |
| T | AT&T INC | $21.55万 | 0.03% | 7,495 | -160 | -2.1% | -$4,600 | 减仓 |
| MA | MASTERCARD INC | $21.43万 | 0.03% | 434 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | $21.37万 | 0.03% | 3,166 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10YR | $21.20万 | 0.03% | 2,221 | -845 | -27.6% | -$8.07万 | 减仓 |
| REX | REX AMERICAN | $20.51万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $20.47万 | 0.03% | 867 | 1 | 0.1% | $236 | 加仓 |
| COP | CONOCOPHILLIPS | $20.31万 | 0.03% | 1,544 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK CALIFORNIA MUNI OPPS INSTL | $20.28万 | 0.03% | 17,175 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U S | $20.07万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY DIVERSIFIED BOND INV | $19.96万 | 0.03% | 21,746 | 21,746 | — | $19.96万 | 新建仓 |
| — | ARISTOTLE CORE INCOME I-2 | $19.94万 | 0.03% | 20,616 | 20,616 | — | $19.94万 | 新建仓 |