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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $19.83万 | 0.03% | 2,134 | -304 | -12.5% | -$2.82万 | 减仓 |
| — | DFA US CORE EQUITY 2 I | $19.82万 | 0.03% | 4,522 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | $19.61万 | 0.03% | 3,102 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V F | $19.45万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR SMALL CAP VALUE A | $19.08万 | 0.03% | 9,684 | 3,017 | 45.3% | $5.94万 | 加仓 |
| TOTL | STATE STREET | $19.07万 | 0.03% | 4,800 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $18.93万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES | $18.32万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $18.30万 | 0.03% | 965 | 25 | 2.7% | $4,740 | 加仓 |
| — | DFA US LARGE COMPANY I | $18.01万 | 0.03% | 4,124 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUND | $17.87万 | 0.03% | 4,391 | 0 | 0.0% | — | 不变 |
| — | DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 | $17.76万 | 0.03% | 160,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $17.64万 | 0.03% | 1,097 | 0 | 0.0% | — | 不变 |
| HEDJ | WISDOMTREE EUROPE | $17.55万 | 0.03% | 3,356 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $17.44万 | 0.03% | 1,440 | -169 | -10.5% | -$2.05万 | 减仓 |
| F | FORD MTR CO DEL | $17.08万 | 0.03% | 14,789 | -3,178 | -17.7% | -$3.67万 | 减仓 |
| — | LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 | $17.08万 | 0.03% | 165,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $16.85万 | 0.03% | 925 | -2 | -0.2% | -$364 | 减仓 |
| DSI | ISHARES ESG | $16.42万 | 0.03% | 1,355 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $16.36万 | 0.03% | 3,055 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK | $16.32万 | 0.03% | 4,430 | -200 | -4.3% | -$7,370 | 减仓 |
| BOXX | EA SERIES TRUST ALPHA ARCH | $16.28万 | 0.02% | 1,400 | 500 | 55.6% | $5.81万 | 加仓 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | $16.16万 | 0.02% | 2,169 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $16.14万 | 0.02% | 292 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $15.99万 | 0.02% | 1,349 | 132 | 10.8% | $1.56万 | 加仓 |
| — | AMERICAN FUNDS SMALLCAP WORLD A | $15.71万 | 0.02% | 2,143 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $15.68万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $15.65万 | 0.02% | 779 | 779 | — | $15.65万 | 新建仓 |
| VEA | VANGUARD FTSE | $15.39万 | 0.02% | 2,402 | 1,385 | 136.2% | $8.88万 | 加仓 |
| SPSB | STATE STREET | $15.37万 | 0.02% | 5,111 | 528 | 11.5% | $1.59万 | 加仓 |
| IWB | ISHARES RUSSELL | $15.33万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ | $15.28万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE | $15.27万 | 0.02% | 4,165 | 650 | 18.5% | $2.38万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $15.06万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER | $14.83万 | 0.02% | 2,217 | 701 | 46.2% | $4.69万 | 加仓 |
| ANET | ARISTA NETWORKS | $14.79万 | 0.02% | 1,168 | -4 | -0.3% | -$506 | 减仓 |
| EWZ | ISHARES MSCI | $14.78万 | 0.02% | 3,850 | 3,570 | 1,275.0% | $13.70万 | 加仓 |
| HSIC | HENRY SCHEIN | $14.74万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $14.66万 | 0.02% | 1,116 | 0 | 0.0% | — | 不变 |
| — | BAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $14.65万 | 0.02% | 14,193 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $14.62万 | 0.02% | 2,360 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $14.42万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $14.40万 | 0.02% | 2,160 | 0 | 0.0% | — | 不变 |
| — | DFA INVESTMENT GRADE I | $14.35万 | 0.02% | 14,142 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE | $14.28万 | 0.02% | 342 | 217 | 173.6% | $9.06万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $14.25万 | 0.02% | 907 | -975 | -51.8% | -$15.32万 | 减仓 |
| VDE | VANGUARD ENERGY | $14.22万 | 0.02% | 842 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW WORLD A | $14.08万 | 0.02% | 1,517 | 0 | 0.0% | — | 不变 |
| — | SCHWAB S&P 500 INDEX | $14.00万 | 0.02% | 8,274 | -388 | -4.5% | -$6,566 | 减仓 |
| REGN | REGENERON PHARMACEUTICAL | $13.92万 | 0.02% | 182 | 100 | 122.0% | $7.65万 | 加仓 |
| SPDW | STATE STREET | $13.90万 | 0.02% | 3,045 | 55 | 1.8% | $2,511 | 加仓 |
| CFA | VICTORYSHARES US | $13.72万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $13.62万 | 0.02% | 413 | 23 | 5.9% | $7,587 | 加仓 |
| AWK | AMERICAN WATER | $13.61万 | 0.02% | 1,000 | 0 | 0.0% | — | 重新持有 |
| — | DFA US LARGE CAP VALUE I | $13.30万 | 0.02% | 2,268 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $13.24万 | 0.02% | 2,760 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINL GROUP CO FSPONSORED ADR 1 ADR REPS 1 ORD COM | $13.20万 | 0.02% | 2,125 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $13.17万 | 0.02% | 1,029 | -157 | -13.2% | -$2.01万 | 减仓 |
| — | LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 | $12.99万 | 0.02% | 120,000 | 0 | 0.0% | — | 不变 |
| — | FIDELITY 500 INDEX | $12.88万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| — | AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36 | $12.86万 | 0.02% | 115,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $12.85万 | 0.02% | 372 | -43 | -10.4% | -$1.49万 | 减仓 |
| WDAY | WORKDAY INC | $12.84万 | 0.02% | 984 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $12.80万 | 0.02% | 1,398 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $12.74万 | 0.02% | 523 | 0 | 0.0% | — | 不变 |
| — | SCHWAB TOTAL STOCK MARKET INDEX | $12.72万 | 0.02% | 8,017 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST | $12.55万 | 0.02% | 2,100 | 0 | 0.0% | — | 不变 |
| — | INSPIRE CAPITAL | $12.45万 | 0.02% | 4,340 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO | $12.24万 | 0.02% | 108,300 | -650 | -0.6% | -$735 | 减仓 |
| — | ANIXA BIOSCIENCES | $12.13万 | 0.02% | 47,000 | 3,000 | 6.8% | $7,740 | 加仓 |
| — | HONEYWELL INTL | $12.03万 | 0.02% | 529 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING | $11.99万 | 0.02% | 2,353 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYS INC | $11.90万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT | $11.76万 | 0.02% | 975 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $11.75万 | 0.02% | 521 | 1 | 0.2% | $226 | 加仓 |
| — | AMERICAN FUNDS INTL GR AND INC A | $11.71万 | 0.02% | 2,565 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $11.59万 | 0.02% | 6,208 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE HEALTH SCIENCES | $11.58万 | 0.02% | 1,467 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME | $11.57万 | 0.02% | 9,500 | 9,500 | — | $11.57万 | 新建仓 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $11.57万 | 0.02% | 4,888 | 635 | 14.9% | $1.50万 | 加仓 |
| — | LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34 | $11.47万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35 | $11.41万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33 | $11.41万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE US | $11.41万 | 0.02% | 1,296 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $11.36万 | 0.02% | 1,384 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS | $11.30万 | 0.02% | 750 | 750 | — | $11.30万 | 新建仓 |
| PAVE | GLOBAL X | $11.20万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE | $11.20万 | 0.02% | 564 | 26 | 4.8% | $5,162 | 加仓 |
| GM | GENERAL MOTORS | $11.18万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE | $11.15万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS | $11.11万 | 0.02% | 514 | -2,846 | -84.7% | -$61.51万 | 减仓 |
| OKE | ONEOK INC | $11.10万 | 0.02% | 1,238 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET | $11.01万 | 0.02% | 4,439 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD INV | $10.91万 | 0.02% | 10,148 | 4,152 | 69.2% | $4.46万 | 加仓 |
| — | ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM | $10.85万 | 0.02% | 800 | -476 | -37.3% | -$6.46万 | 减仓 |
| — | INVESCO LIMITED TERM CA MUNICIPAL Y | $10.80万 | 0.02% | 34,626 | -31,840 | -47.9% | -$9.93万 | 减仓 |
| HIG | HARTFORD INSURANCE | $10.71万 | 0.02% | 790 | 0 | 0.0% | — | 不变 |
| PTLC | PACER TRENDPILOT | $10.67万 | 0.02% | 2,034 | 21 | 1.0% | $1,102 | 加仓 |
| — | BASTROP TEX 5 29DB LTX DUE 08/01/29 | $10.65万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $10.57万 | 0.02% | 1,698 | -498 | -22.7% | -$3.10万 | 减仓 |