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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK CALIFORNIA MUNI OPPS INSTL | $20.70万 | 0.03% | 17,175 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE | $20.68万 | 0.03% | 2,902 | 500 | 20.8% | $3.56万 | 加仓 |
| MCK | MCKESSON CORP | $20.55万 | 0.03% | 272 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE COMPANY I | $20.53万 | 0.03% | 4,124 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYSTEMS LTD F | $20.49万 | 0.03% | 270 | 25 | 10.2% | $1.90万 | 加仓 |
| JEPI | JPMORGAN | $20.33万 | 0.03% | 3,600 | -3,570 | -49.8% | -$20.16万 | 减仓 |
| REX | REX AMERICAN | $20.32万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $20.23万 | 0.03% | 2,160 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $20.21万 | 0.03% | 2,095 | -39 | -1.8% | -$3,762 | 减仓 |
| — | ARISTOTLE CORE INCOME I-2 | $20.03万 | 0.03% | 20,774 | 158 | 0.8% | $1,523 | 加仓 |
| — | AMERICAN CENTURY DIVERSIFIED BOND INV | $20.01万 | 0.03% | 21,897 | 151 | 0.7% | $1,380 | 加仓 |
| — | LANTERN PHARMA | $19.95万 | 0.03% | 47,850 | -2,200 | -4.4% | -$9,174 | 减仓 |
| ANET | ARISTA NETWORKS INC | $19.84万 | 0.03% | 1,168 | 0 | 0.0% | — | 不变 |
| — | PGIM TOTAL RETURN BOND Z | $19.58万 | 0.03% | 16,299 | 8,393 | 106.2% | $10.08万 | 加仓 |
| DSI | ISHARES ESG | $19.29万 | 0.03% | 1,355 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $19.16万 | 0.03% | 869 | 2 | 0.2% | $441 | 加仓 |
| HEDJ | WISDOMTREE EUROPE | $19.13万 | 0.03% | 3,356 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | $19.10万 | 0.03% | 2,169 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $18.95万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUND | $18.92万 | 0.02% | 4,391 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ | $18.58万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $18.56万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $18.53万 | 0.02% | 347 | 15 | 4.5% | $8,010 | 加仓 |
| IJS | ISHARES S&P | $18.51万 | 0.02% | 1,354 | 5 | 0.4% | $683 | 加仓 |
| TMSL | T ROWE | $18.48万 | 0.02% | 4,215 | 50 | 1.2% | $2,193 | 加仓 |
| — | AMERICAN FUNDS SMALLCAP WORLD A | $18.43万 | 0.02% | 2,143 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CLASS A | $18.14万 | 0.02% | 1,029 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $18.03万 | 0.02% | 1,380 | -60 | -4.2% | -$7,839 | 减仓 |
| — | DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 | $17.88万 | 0.02% | 160,000 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO | $17.65万 | 0.02% | 108,300 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL | $17.61万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNITIES | $17.49万 | 0.02% | 15,000 | -5,000 | -25.0% | -$5.83万 | 减仓 |
| — | LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 | $17.01万 | 0.02% | 165,000 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $16.94万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN | $16.70万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES | $16.65万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| — | ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $16.64万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $16.62万 | 0.02% | 1,097 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW WORLD A | $16.48万 | 0.02% | 1,517 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH | $16.45万 | 0.02% | 19,400 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST ALPHA ARCH | $16.39万 | 0.02% | 1,400 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $16.19万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $16.05万 | 0.02% | 1,544 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN | $16.03万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| — | SCHWAB S&P 500 INDEX | $15.99万 | 0.02% | 8,274 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $15.93万 | 0.02% | 7,695 | 200 | 2.7% | $4,140 | 加仓 |
| NVO | NOVO NORDISK | $15.74万 | 0.02% | 3,284 | -1,146 | -25.9% | -$5.49万 | 减仓 |
| SPDW | STATE STREET | $15.34万 | 0.02% | 3,045 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER | $15.32万 | 0.02% | 2,218 | 1 | 0.0% | $69 | 加仓 |
| VTES | VANGUARD WELLINGTON FD SHORT TRM TAX | $15.20万 | 0.02% | 1,500 | 500 | 50.0% | $5.07万 | 加仓 |
| CFA | VICTORYSHARES US | $14.82万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $14.82万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $14.77万 | 0.02% | 779 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE CAP VALUE I | $14.76万 | 0.02% | 2,268 | 0 | 0.0% | — | 不变 |
| — | BAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $14.73万 | 0.02% | 14,193 | 0 | 0.0% | — | 不变 |
| — | FIDELITY 500 INDEX | $14.68万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| — | SCHWAB TOTAL STOCK MARKET INDEX | $14.59万 | 0.02% | 8,017 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOL FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $14.50万 | 0.02% | 435 | 40 | 10.1% | $1.33万 | 加仓 |
| F | FORD MOTOR | $14.45万 | 0.02% | 10,398 | -4,391 | -29.7% | -$6.10万 | 减仓 |
| — | DFA INVESTMENT GRADE I | $14.30万 | 0.02% | 14,142 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $14.23万 | 0.02% | 523 | 0 | 0.0% | — | 不变 |
| ARKW | ARK NEXT | $14.12万 | 0.02% | 975 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING | $14.11万 | 0.02% | 2,764 | 411 | 17.5% | $2.10万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC CLASS A | $14.09万 | 0.02% | 1,405 | 250 | 21.6% | $2.51万 | 加仓 |
| DUK | DUKE ENERGY | $13.91万 | 0.02% | 1,099 | -17 | -1.5% | -$2,152 | 减仓 |
| IMOS | CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD SHS | $13.90万 | 0.02% | 2,163 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $13.53万 | 0.02% | 351 | 12 | 3.5% | $4,626 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC | $13.49万 | 0.02% | 9,973 | 9,558 | 2,303.1% | $12.93万 | 加仓 |
| SPYV | STATE STREET | $13.46万 | 0.02% | 2,214 | 1,054 | 90.9% | $6.41万 | 加仓 |
| SHG | SHINHAN FINL GROUP CO FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $13.44万 | 0.02% | 2,125 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $13.43万 | 0.02% | 2,760 | 0 | 0.0% | — | 不变 |
| — | INSPIRE CAPITAL | $13.33万 | 0.02% | 4,340 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $13.28万 | 0.02% | 3,850 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $13.25万 | 0.02% | 270 | 210 | 350.0% | $10.30万 | 加仓 |
| NKE | NIKE INC CLASS B | $13.19万 | 0.02% | 3,214 | -2,714 | -45.8% | -$11.14万 | 减仓 |
| EMB | ISHARES JPMORGAN | $13.16万 | 0.02% | 1,365 | 400 | 41.5% | $3.86万 | 加仓 |
| AWK | AMERICAN WATER | $13.16万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE HEALTH SCIENCES | $13.15万 | 0.02% | 1,467 | 0 | 0.0% | — | 不变 |
| — | LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 | $13.11万 | 0.02% | 120,000 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET | $13.03万 | 0.02% | 1,094 | -1,125 | -50.7% | -$13.40万 | 减仓 |
| SYK | STRYKER CORP | $13.00万 | 0.02% | 413 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X | $12.99万 | 0.02% | 2,205 | 0 | 0.0% | — | 不变 |
| — | AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36 | $12.94万 | 0.02% | 115,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $12.85万 | 0.02% | 514 | -50 | -8.9% | -$1.25万 | 减仓 |
| GD | GENERAL DYNAMICS | $12.79万 | 0.02% | 361 | -11 | -3.0% | -$3,897 | 减仓 |
| — | AMERICAN FUNDS INTL GR AND INC A | $12.75万 | 0.02% | 2,565 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX FUND ETF SHARES | $12.64万 | 0.02% | 842 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $12.64万 | 0.02% | 774 | -35 | -4.3% | -$5,716 | 减仓 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $12.22万 | 0.02% | 1,124 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE | $12.09万 | 0.02% | 366 | 0 | 0.0% | — | 不变 |
| — | ANIXA BIOSCIENCES | $12.04万 | 0.02% | 43,000 | -4,000 | -8.5% | -$1.12万 | 减仓 |
| IWM | ISHARES RUSSELL | $12.02万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $11.97万 | 0.02% | 523 | 2 | 0.4% | $458 | 加仓 |
| EVRG | EVERGY INC | $11.96万 | 0.02% | 1,384 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $11.86万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| PTLC | PACER TRENDPILOT | $11.85万 | 0.02% | 2,034 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $11.79万 | 0.02% | 240 | -1 | -0.4% | -$491 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LT F | $11.78万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $11.68万 | 0.02% | 772 | -135 | -14.9% | -$2.04万 | 减仓 |
| IFNNY | INFINEON TECHNOLOGIES FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $11.59万 | 0.02% | 1,234 | 0 | 0.0% | — | 不变 |