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 |
|---|---|---|---|---|---|---|---|---|
| TDOC | TELADOC HEALTH INC | $10.57万 | 0.02% | 19,400 | 7,650 | 65.1% | $4.17万 | 加仓 |
| TMUS | T-MOBILE US INC | $10.48万 | 0.02% | 514 | 0 | 0.0% | — | 不变 |
| — | DOUBLELINE TOTAL REITURN BOND I | $10.37万 | 0.02% | 11,749 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES | $10.29万 | 0.02% | 241 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $10.24万 | 0.02% | 3,548 | 3,530 | 19,611.1% | $10.19万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $10.20万 | 0.02% | 578 | 2 | 0.3% | $353 | 加仓 |
| — | FIDELITY ADVISOR GLOBAL COMMODITY STK I | $10.20万 | 0.02% | 3,651 | 1,275 | 53.7% | $3.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $10.14万 | 0.02% | 2,046 | -126 | -5.8% | -$6,242 | 减仓 |
| VTES | VANGUARD WELLINGTON FD SHORT TRM TAX | $10.11万 | 0.02% | 1,000 | 1,000 | — | $10.11万 | 新建仓 |
| IDEV | ISHARES CORE | $10.11万 | 0.02% | 1,210 | 950 | 365.4% | $7.94万 | 加仓 |
| COIN | COINBASE GLOBAL | $10.10万 | 0.02% | 584 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SER TR PRTFLO S&P500 | $10.01万 | 0.02% | 2,200 | 250 | 12.8% | $1.14万 | 加仓 |
| — | TOUCHSTONE MID CAP A | $10.00万 | 0.02% | 1,892 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $9.95万 | 0.02% | 204 | 65 | 46.8% | $3.17万 | 加仓 |
| IWM | ISHARES RUSSELL | $9.92万 | 0.02% | 400 | 0 | 0.0% | — | 重新持有 |
| SCHW | SCHWAB CHARLES | $9.91万 | 0.02% | 1,056 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG | $9.72万 | 0.01% | 2,100 | 100 | 5.0% | $4,628 | 加仓 |
| PLD | PROLOGIS INC | $9.72万 | 0.01% | 734 | -5 | -0.7% | -$662 | 减仓 |
| — | PGIM TOTAL REITURN BOND Z | $9.53万 | 0.01% | 7,906 | 7,906 | — | $9.53万 | 新建仓 |
| AZO | AUTOZONE INC | $9.52万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TR DEFINED WLT | $9.37万 | 0.01% | 2,800 | 2,800 | — | $9.37万 | 新建仓 |
| CB | CHUBB LTD | $9.36万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $9.33万 | 0.01% | 809 | 95 | 13.3% | $1.10万 | 加仓 |
| ABBNY | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $9.24万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CLASS A | $9.21万 | 0.01% | 607 | 39 | 6.9% | $5,917 | 加仓 |
| IJH | ISHARES CORE | $9.19万 | 0.01% | 1,361 | 80 | 6.2% | $5,402 | 加仓 |
| CGMS | CAPITAL GROUP | $9.19万 | 0.01% | 3,375 | 3,375 | — | $9.19万 | 新建仓 |
| WM | WASTE MANAGEMENT | $9.15万 | 0.01% | 391 | -60 | -13.3% | -$1.40万 | 减仓 |
| JBL | JABIL INC | $9.10万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JPMORGAN | $9.06万 | 0.01% | 965 | 900 | 1,384.6% | $8.45万 | 加仓 |
| NEM | NEWMONT CORP | $8.95万 | 0.01% | 785 | -557 | -41.5% | -$6.35万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LT F | $8.94万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| — | GQG PARTNERS EMERGING MARKETS EQUITYINST | $8.91万 | 0.01% | 4,839 | 785 | 19.4% | $1.44万 | 加仓 |
| ITW | ILLINOIS TOOL | $8.90万 | 0.01% | 344 | -46 | -11.8% | -$1.19万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $8.87万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $8.86万 | 0.01% | 1,570 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET | $8.65万 | 0.01% | 1,730 | 1,130 | 188.3% | $5.65万 | 加仓 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8.62万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD COM | $8.61万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB US | $8.57万 | 0.01% | 2,948 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $8.39万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD COM | $8.33万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $8.32万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8.32万 | 0.01% | 7,288 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $8.32万 | 0.01% | 1,838 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $8.30万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL | $8.30万 | 0.01% | 600 | -30 | -4.8% | -$4,150 | 减仓 |
| PPA | INVESCO AEROSPACE | $8.29万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG F | $8.26万 | 0.01% | 2,095 | 0 | 0.0% | — | 不变 |
| — | DFA US SMALL CAP VALUE I | $8.25万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $8.22万 | 0.01% | 1,041 | -500 | -32.4% | -$3.95万 | 减仓 |
| MAR | MARRIOTT INTL | $8.21万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD COM | $8.18万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM | $8.16万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTURY | $8.13万 | 0.01% | 1,740 | 800 | 85.1% | $3.74万 | 加仓 |
| — | COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD COM | $8.04万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC CLASS CLASS A | $7.96万 | 0.01% | 1,155 | 849 | 277.5% | $5.85万 | 加仓 |
| IMOS | CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD COM | $7.94万 | 0.01% | 2,163 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS I | $7.86万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $7.83万 | 0.01% | 3,700 | 500 | 15.6% | $1.06万 | 加仓 |
| — | HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $7.78万 | 0.01% | 2,604 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE SMALL-CAP STOCK | $7.75万 | 0.01% | 1,319 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE | $7.74万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD COM | $7.67万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR BALANCED FD A | $7.60万 | 0.01% | 2,399 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS | $7.60万 | 0.01% | 689 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTL | $7.54万 | 0.01% | 880 | 880 | — | $7.54万 | 新建仓 |
| — | AMERICAN FUNDS INVMT CO OF AMER A | $7.53万 | 0.01% | 1,257 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $7.47万 | 0.01% | 1,630 | 200 | 14.0% | $9,160 | 加仓 |
| NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD COM | $7.46万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PFD | $7.45万 | 0.01% | 2,458 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $7.40万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $7.35万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTL | $7.32万 | 0.01% | 1,958 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS AMCAP A | $7.31万 | 0.01% | 1,723 | 0 | 0.0% | — | 不变 |
| — | DFA INTERNATIONAL CORE EQUITY 2 I | $7.29万 | 0.01% | 3,471 | 0 | 0.0% | — | 不变 |
| SPBO | STATE STREET | $7.26万 | 0.01% | 2,500 | 836 | 50.2% | $2.43万 | 重新持有 |
| — | MITSUI & CO LTD FSPONSORED ADR 1 ADR REPS 20 ORD COM | $7.23万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| DIAL | COLUMBIA DIVERSIFIED | $7.23万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $7.20万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $7.19万 | 0.01% | 542 | -200 | -27.0% | -$2.65万 | 减仓 |
| PL | PLANET LABS PBC CLASS CLASS A | $7.18万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY | $7.16万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P | $7.13万 | 0.01% | 630 | 75 | 13.5% | $8,483 | 加仓 |
| VEU | VANGUARD FTSE | $7.12万 | 0.01% | 948 | 145 | 18.1% | $1.09万 | 加仓 |
| DY | DYCOM INDUSTRIES | $7.12万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $6.99万 | 0.01% | 279 | -56 | -16.7% | -$1.40万 | 重新持有 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD COM | $6.96万 | 0.01% | 1,478 | -102 | -6.5% | -$4,806 | 减仓 |
| EIS | ISHARES MSCI | $6.96万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | ETF MID CAP VALUE A | $6.96万 | 0.01% | 2,277 | 0 | 0.0% | — | 不变 |
| MOO | VANECK AGRIBUSINESS | $6.95万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P | $6.89万 | 0.01% | 600 | 500 | 500.0% | $5.75万 | 加仓 |
| — | AMERICAN FUNDS NEW WORLD F1 | $6.88万 | 0.01% | 746 | 0 | 0.0% | — | 不变 |
| — | LANTERN PHARMA | $6.86万 | 0.01% | 50,050 | 14,150 | 39.4% | $1.94万 | 加仓 |
| WF | WOORI FINL GROUP INC FUNSPONSORED ADR 1 ADR REPS 3 ORD COM | $6.76万 | 0.01% | 1,024 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $6.72万 | 0.01% | 5,852 | 2,500 | 74.6% | $2.87万 | 加仓 |
| — | INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD COM | $6.72万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES LOW | $6.68万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $6.66万 | 0.01% | 1,600 | -455 | -22.1% | -$1.89万 | 减仓 |
| FDL | FIRST TRUST | $6.60万 | 0.01% | 1,300 | 0 | 0.0% | — | 重新持有 |