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 |
|---|---|---|---|---|---|---|---|---|
| GRMN | GARMIN LTD | $51.07万 | 0.07% | 2,150 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $50.53万 | 0.07% | 5,250 | 0 | 0.0% | — | 不变 |
| — | TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 | $50.48万 | 0.07% | 500,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A | $50.33万 | 0.07% | 1,467 | 41 | 2.9% | $1.41万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $50.13万 | 0.07% | 5,100 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $50.00万 | 0.07% | 11,579 | -186 | -1.6% | -$8,032 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $49.96万 | 0.07% | 5,685 | 227 | 4.2% | $1.99万 | 加仓 |
| — | FIRST EAGLE GLOBAL I | $48.81万 | 0.06% | 5,750 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $48.43万 | 0.06% | 2,614 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR INVESTMENT GR BD I | $47.56万 | 0.06% | 65,786 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $44.05万 | 0.06% | 855 | 80 | 10.3% | $4.12万 | 加仓 |
| GTOQ | INVESCO HIGH | $44.01万 | 0.06% | 19,700 | 0 | 0.0% | — | 不变 |
| — | ARISTOTLE STRATEGIC INCOME I-2 | $42.58万 | 0.06% | 40,629 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $42.35万 | 0.06% | 4,389 | 347 | 8.6% | $3.35万 | 加仓 |
| — | DWS GLOBAL MACRO S | $41.73万 | 0.05% | 36,099 | 0 | 0.0% | — | 不变 |
| — | PUTNAM FRANKLIN | $41.36万 | 0.05% | 55,743 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS TAX-EXEMPT BOND F2 | $40.94万 | 0.05% | 32,571 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES | $40.60万 | 0.05% | 70,000 | 14,650 | 26.5% | $8.50万 | 加仓 |
| CRWV | COREWEAVE INC | $39.72万 | 0.05% | 3,990 | 700 | 21.3% | $6.97万 | 加仓 |
| BMY | BRISTOL MYERS | $39.67万 | 0.05% | 6,884 | 411 | 6.3% | $2.37万 | 加仓 |
| PFE | PFIZER INC | $39.30万 | 0.05% | 16,318 | 155 | 1.0% | $3,733 | 加仓 |
| IGM | ISHARES EXPANDED | $39.26万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $38.89万 | 0.05% | 3,026 | 1 | 0.0% | $129 | 加仓 |
| SBND | COLUMBIA SHORT | $38.81万 | 0.05% | 20,650 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $38.70万 | 0.05% | 2,563 | 2,563 | — | $38.70万 | 新建仓 |
| MPC | MARATHON PETE CORP | $38.32万 | 0.05% | 1,499 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION | $38.19万 | 0.05% | 2,235 | 2,235 | — | $38.19万 | 新建仓 |
| NOW | SERVICENOW INC | $37.78万 | 0.05% | 3,805 | 90 | 2.4% | $8,935 | 加仓 |
| MCD | MCDONALDS CORP | $37.17万 | 0.05% | 1,375 | 61 | 4.6% | $1.65万 | 加仓 |
| GS | GOLDMAN SACHS | $36.81万 | 0.05% | 364 | 0 | 0.0% | — | 不变 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $36.77万 | 0.05% | 4,631 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS | $36.73万 | 0.05% | 428 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE | $36.44万 | 0.05% | 650 | 308 | 90.1% | $17.27万 | 加仓 |
| PEP | PEPSICO INC | $36.34万 | 0.05% | 2,684 | 1 | 0.0% | $135 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $36.25万 | 0.05% | 694 | 39 | 6.0% | $2.04万 | 加仓 |
| DE | DEERE & CO | $35.66万 | 0.05% | 562 | 1 | 0.2% | $634 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $35.62万 | 0.05% | 3,300 | -100 | -2.9% | -$1.08万 | 减仓 |
| DLX | DELUXE CORP | $35.19万 | 0.05% | 14,735 | -9,830 | -40.0% | -$23.47万 | 减仓 |
| WELL | WELLTOWER INC REIT | $34.91万 | 0.05% | 1,538 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $34.67万 | 0.05% | 3,517 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $34.45万 | 0.05% | 15,700 | -7,000 | -30.8% | -$15.36万 | 减仓 |
| EBAY | EBAY INC | $34.19万 | 0.04% | 3,059 | -158 | -4.9% | -$1.77万 | 减仓 |
| EOG | EOG RESOURCES | $34.12万 | 0.04% | 2,630 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE | $34.12万 | 0.04% | 849 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS | $33.49万 | 0.04% | 6,140 | -100 | -1.6% | -$5,454 | 减仓 |
| — | HARTFORD EQUITY INCOME I | $33.12万 | 0.04% | 15,649 | 19 | 0.1% | $402 | 加仓 |
| EFA | ISHARES MSCI | $33.09万 | 0.04% | 3,185 | 150 | 4.9% | $1.56万 | 加仓 |
| DBA | INVESCO DB | $32.40万 | 0.04% | 12,149 | 3,425 | 39.3% | $9.14万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITYFACTOR ETF | $32.39万 | 0.04% | 1,476 | -620 | -29.6% | -$13.60万 | 减仓 |
| AXP | AMERICAN EXPRESS | $31.76万 | 0.04% | 939 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.45万 | 0.04% | 3,286 | 0 | 0.0% | — | 不变 |
| IBM | IBM CORP | $31.41万 | 0.04% | 1,117 | 200 | 21.8% | $5.62万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $30.99万 | 0.04% | 6,836 | -450 | -6.2% | -$2.04万 | 减仓 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC A | $30.22万 | 0.04% | 3,697 | -274 | -6.9% | -$2.24万 | 减仓 |
| — | HARBOR CORE PLUS INSTITUTIONAL | $30.21万 | 0.04% | 29,818 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $29.77万 | 0.04% | 3,281 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK OF CANADA F | $29.76万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| — | KANSAS CITY MO 5 31GO UTX DUE 02/01/31 | $29.67万 | 0.04% | 270,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $29.54万 | 0.04% | 4,106 | 60 | 1.5% | $4,317 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS EMERG MKT BD | $29.23万 | 0.04% | 4,347 | 500 | 13.0% | $3.36万 | 加仓 |
| CHD | CHURCH & DWIGHT | $29.06万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P | $28.43万 | 0.04% | 414 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $28.41万 | 0.04% | 3,748 | 2 | 0.1% | $152 | 加仓 |
| — | AMERICAN FUNDS AMERICAN MUTUAL A | $28.39万 | 0.04% | 4,414 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $28.37万 | 0.04% | 3,500 | -200 | -5.4% | -$1.62万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $28.10万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $26.95万 | 0.04% | 1,594 | 10 | 0.6% | $1,691 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $26.73万 | 0.04% | 4,760 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $26.73万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS | $26.59万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| — | AUBURN ME 4 30GO UTX DUE 11/01/30 | $26.41万 | 0.03% | 250,000 | 0 | 0.0% | — | 不变 |
| — | LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 | $26.40万 | 0.03% | 260,000 | 0 | 0.0% | — | 不变 |
| — | BALANCED POOL | $26.40万 | 0.03% | 2,578 | -10,580 | -80.4% | -$108.33万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $26.25万 | 0.03% | 660 | 0 | 0.0% | — | 不变 |
| — | DEER PK TEX 4 32DB LTX DUE 03/15/32 | $26.18万 | 0.03% | 250,000 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $26.13万 | 0.03% | 3,868 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $26.07万 | 0.03% | 362 | 70 | 24.0% | $5.04万 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $25.71万 | 0.03% | 2,351 | 0 | 0.0% | — | 不变 |
| TXUE | THORNBURG INTERNATIONAL EQUITY ETF | $25.12万 | 0.03% | 7,278 | 0 | 0.0% | — | 不变 |
| — | FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | $25.11万 | 0.03% | 240,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD | $25.05万 | 0.03% | 3,319 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | $23.92万 | 0.03% | 3,166 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR SMALL CAP VALUE A | $23.90万 | 0.03% | 9,684 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.47万 | 0.03% | 2,674 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC | $23.46万 | 0.03% | 1,715 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CLASS A | $23.24万 | 0.03% | 4,018 | 231 | 6.1% | $1.34万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $23.13万 | 0.03% | 2,172 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB U S DIVIDEND EQUITY ETF | $22.75万 | 0.03% | 7,175 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U S | $22.66万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $22.41万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| — | DFA US CORE EQUITY 2 I | $22.36万 | 0.03% | 4,522 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $22.31万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CLASS A | $22.29万 | 0.03% | 434 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST | $22.07万 | 0.03% | 4,552 | -348 | -7.1% | -$1.69万 | 减仓 |
| IWN | ISHARES RUSSELL | $21.35万 | 0.03% | 965 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET | $21.31万 | 0.03% | 7,099 | 1,988 | 38.9% | $5.97万 | 加仓 |
| IEF | ISHARES 7-10YR | $21.04万 | 0.03% | 2,224 | 3 | 0.1% | $284 | 加仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | $20.87万 | 0.03% | 3,118 | 16 | 0.5% | $1,071 | 加仓 |
| MRVL | MARVELL TECHNOLOGY | $20.73万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $20.71万 | 0.03% | 3,055 | 0 | 0.0% | — | 不变 |