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 |
|---|---|---|---|---|---|---|---|---|
| GM | GENERAL MOTORS | $11.56万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $11.53万 | 0.02% | 6,208 | 0 | 0.0% | — | 不变 |
| — | LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34 | $11.51万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $11.50万 | 0.02% | 4,888 | 0 | 0.0% | — | 不变 |
| — | ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35 | $11.49万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| — | TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33 | $11.42万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ESG | $11.37万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET | $11.29万 | 0.01% | 4,439 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $11.29万 | 0.01% | 181 | -1 | -0.5% | -$624 | 减仓 |
| DASH | DOORDASH INC | $11.20万 | 0.01% | 607 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY | $11.20万 | 0.01% | 430 | -469 | -52.2% | -$12.21万 | 减仓 |
| SLV | ISHARES SILVER | $11.18万 | 0.01% | 2,091 | 1,125 | 116.5% | $6.02万 | 加仓 |
| — | SCHWAB PRIME ADVANTAGE MONEY ULTRA | $11.11万 | 0.01% | 111,085 | -286,059 | -72.0% | -$28.61万 | 减仓 |
| WDAY | WORKDAY INC CLASS A | $11.07万 | 0.01% | 904 | -80 | -8.1% | -$9,794 | 减仓 |
| — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $11.01万 | 0.01% | 5,852 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTURY INTERMTRM TX-FR BD INV | $11.00万 | 0.01% | 10,148 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE MID CAP A | $10.90万 | 0.01% | 1,892 | 0 | 0.0% | — | 不变 |
| — | INVESCO LIMITED TERM CA MUNICIPAL Y | $10.87万 | 0.01% | 34,626 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES F | $10.87万 | 0.01% | 1,398 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE | $10.77万 | 0.01% | 1,210 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $10.76万 | 0.01% | 1,238 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST | $10.75万 | 0.01% | 1,800 | -300 | -14.3% | -$1.79万 | 减仓 |
| — | BASTROP TEX 5 29DB LTX DUE 08/01/29 | $10.64万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES | $10.62万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SER TR PRTFLO S&P500 | $10.50万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE | $10.47万 | 0.01% | 790 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG F | $10.38万 | 0.01% | 2,095 | 0 | 0.0% | — | 不变 |
| — | DOUBLELINE TOTAL RETURN BOND I | $10.35万 | 0.01% | 11,749 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GROUP | $10.21万 | 0.01% | 3,735 | 360 | 10.7% | $9,839 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $10.16万 | 0.01% | 583 | 5 | 0.9% | $871 | 加仓 |
| IJH | ISHARES CORE | $10.12万 | 0.01% | 1,313 | -48 | -3.5% | -$3,701 | 减仓 |
| SCHA | SCHWAB US | $10.10万 | 0.01% | 2,796 | -152 | -5.2% | -$5,492 | 减仓 |
| DGRW | WISDOMTREE U S QUALITY DIVIDEND GROWTH FUND | $10.09万 | 0.01% | 1,055 | -241 | -18.6% | -$2.30万 | 减仓 |
| SAN | BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $10.06万 | 0.01% | 7,288 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC REIT | $9.94万 | 0.01% | 734 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $9.74万 | 0.01% | 1,056 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR NEW INSIGHTS I | $9.73万 | 0.01% | 1,772 | 480 | 37.2% | $2.64万 | 加仓 |
| CB | CHUBB LTD F | $9.71万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $9.70万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TR DEFINED WLT | $9.60万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS | $9.54万 | 0.01% | 1,170 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.44万 | 0.01% | 1,570 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL | $9.42万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $9.38万 | 0.01% | 1,698 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $9.30万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $9.21万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR GLOBAL COMMODITY ETF I | $9.21万 | 0.01% | 3,651 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CLASS A | $9.19万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $9.09万 | 0.01% | 2,146 | 100 | 4.9% | $4,234 | 加仓 |
| — | DFA US SMALL CAP VALUE I | $9.07万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $9.06万 | 0.01% | 210 | -100 | -32.3% | -$4.31万 | 减仓 |
| — | T ROWE PRICE SMALL-CAP STOCK | $9.03万 | 0.01% | 1,319 | 0 | 0.0% | — | 不变 |
| — | GQG PARTNERS EMERGING MARKETS EQUITYINST | $8.97万 | 0.01% | 4,839 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $8.95万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS I | $8.89万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTURY | $8.85万 | 0.01% | 1,890 | 150 | 8.6% | $7,028 | 加仓 |
| PPA | INVESCO AEROSPACE | $8.83万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $8.79万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $8.74万 | 0.01% | 392 | 1 | 0.3% | $223 | 加仓 |
| JETS | U S GLOBAL | $8.72万 | 0.01% | 2,625 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $8.68万 | 0.01% | 2,450 | -50 | -2.0% | -$1,772 | 减仓 |
| IVW | ISHARES S&P | $8.66万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS INVMT CO OF AMER A | $8.61万 | 0.01% | 1,261 | 4 | 0.3% | $273 | 加仓 |
| SCZ | ISHARES MSCI | $8.56万 | 0.01% | 1,041 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $8.52万 | 0.01% | 583 | -1 | -0.2% | -$146 | 减仓 |
| MOO | VANECK AGRIBUSINESS | $8.50万 | 0.01% | 1,072 | 250 | 30.4% | $1.98万 | 加仓 |
| — | FIDELITY ADVISOR BALANCED FD A | $8.48万 | 0.01% | 2,399 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL | $8.34万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $8.27万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $8.27万 | 0.01% | 493 | -21 | -4.1% | -$3,522 | 减仓 |
| DXYZ | DESTINY TECH | $8.24万 | 0.01% | 3,200 | 3,200 | — | $8.24万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $8.22万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $8.11万 | 0.01% | 1,838 | 0 | 0.0% | — | 不变 |
| JIVE | JPMORGAN INTL | $8.09万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $8.08万 | 0.01% | 770 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $8.07万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS NEW WORLD F1 | $8.04万 | 0.01% | 746 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE | $7.94万 | 0.01% | 948 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY | $7.93万 | 0.01% | 262 | 30 | 12.9% | $9,081 | 加仓 |
| JCI | JOHNSON CONTROLS INT F | $7.92万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P | $7.86万 | 0.01% | 615 | 15 | 2.5% | $1,916 | 加仓 |
| — | AMERICAN FUNDS AMCAP A | $7.77万 | 0.01% | 1,723 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.74万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| — | MFS MID CAP VALUE A | $7.72万 | 0.01% | 2,277 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $7.71万 | 0.01% | 858 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $7.67万 | 0.01% | 229 | -50 | -17.9% | -$1.67万 | 减仓 |
| — | COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.62万 | 0.01% | 666 | 0 | 0.0% | — | 不变 |
| — | DFA INTERNATIONAL CORE EQUITY 2 I | $7.62万 | 0.01% | 3,471 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG F | $7.59万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U S | $7.52万 | 0.01% | 590 | 150 | 34.1% | $1.91万 | 加仓 |
| PFF | ISHARES PFD | $7.49万 | 0.01% | 2,458 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $7.49万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| — | INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $7.49万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| WWJD | INSPIRE INTL | $7.47万 | 0.01% | 1,958 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $7.41万 | 0.01% | 1,366 | 0 | 0.0% | — | 不变 |
| DIAL | COLUMBIA DIVERSIFIED | $7.27万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $7.27万 | 0.01% | 778 | -7 | -0.9% | -$654 | 减仓 |
| SPBO | STATE STREET | $7.26万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES MSCI | $7.24万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| — | DFA EMERGING MARKETS CORE EQUITY 2 I | $7.24万 | 0.01% | 2,065 | 0 | 0.0% | — | 不变 |