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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS | $7.24万 | 0.01% | 353 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIO | $7.23万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U S | $7.22万 | 0.01% | 630 | 250 | 65.8% | $2.87万 | 加仓 |
| IWF | ISHARES RUSSELL | $7.20万 | 0.01% | 580 | 0 | 0.0% | — | 不变 |
| — | HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.20万 | 0.01% | 2,604 | 0 | 0.0% | — | 不变 |
| — | T ROWE PRICE SMALL-CAP STOCK I | $7.17万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $7.09万 | 0.01% | 2,442 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATESELECT SECTOR SPDR ETF | $7.04万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE | $7.03万 | 0.01% | 518 | -1,112 | -68.2% | -$15.08万 | 减仓 |
| ASX | ASE TECHNOLOGY | $6.97万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME | $6.94万 | 0.01% | 6,000 | -3,500 | -36.8% | -$4.05万 | 减仓 |
| — | MFS MASSACHUSETTS INV GR ETF A | $6.93万 | 0.01% | 1,721 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $6.88万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS | $6.81万 | 0.01% | 554 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP | $6.80万 | 0.01% | 82 | 20 | 32.3% | $1.66万 | 加仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $6.79万 | 0.01% | 403 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH | $6.74万 | 0.01% | 818 | 1 | 0.1% | $82 | 加仓 |
| NUE | NUCOR CORP | $6.68万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6.66万 | 0.01% | 4,595 | -55 | -1.2% | -$797 | 减仓 |
| ENPH | ENPHASE ENERGY | $6.65万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $6.60万 | 0.01% | 1,491 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $6.58万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| — | IBERDROLA S A F | $6.53万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $6.45万 | 0.01% | 3,600 | 100 | 2.9% | $1,793 | 加仓 |
| EW | EDWARDS LIFESCIENCES | $6.35万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST | $6.33万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINL INC F | $6.28万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $6.28万 | 0.01% | 161 | -3 | -1.8% | -$1,170 | 减仓 |
| — | AIRBUS SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $6.26万 | 0.01% | 1,126 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR | $6.25万 | 0.01% | 1,531 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO NEXT | $6.25万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC F | $6.20万 | 0.01% | 170 | 70 | 70.0% | $2.55万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $6.17万 | 0.01% | 1,270 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $6.11万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| TBCH | TURTLE BEACH | $6.10万 | 0.01% | 4,900 | -600 | -10.9% | -$7,470 | 减仓 |
| PGR | PROGRESSIVE CORP OH | $6.05万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $6.03万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR | $6.01万 | 0.01% | 834 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE INTL | $5.97万 | 0.01% | 816 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $5.92万 | 0.01% | 1,288 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS ICLASS A | $5.92万 | 0.01% | 416 | -98 | -19.1% | -$1.39万 | 减仓 |
| PZA | INVESCO NATIONAL | $5.88万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $5.88万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS | $5.88万 | 0.01% | 1,024 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE | $5.88万 | 0.01% | 70 | 70 | — | $5.88万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS | $5.81万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.80万 | 0.01% | 2,316 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS | $5.79万 | 0.01% | 25,500 | -1,000 | -3.8% | -$2,270 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $5.79万 | 0.01% | 789 | -50 | -6.0% | -$3,667 | 减仓 |
| SONY | SONY GROUP CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.74万 | 0.01% | 2,860 | 0 | 0.0% | — | 不变 |
| — | NASPERS LTD FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $5.70万 | 0.01% | 5,720 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER GENESIS INV | $5.67万 | 0.01% | 928 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON | $5.67万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $5.66万 | 0.01% | 253 | -276 | -52.2% | -$6.18万 | 减仓 |
| OKTA | OKTA INC CLASS A | $5.66万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING SPECIAL LARGE CAP VALUE INST | $5.65万 | 0.01% | 3,628 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE | $5.59万 | 0.01% | 253 | 253 | — | $5.59万 | 新建仓 |
| HGER | HARBOR COMMODITY | $5.57万 | 0.01% | 1,900 | 600 | 46.2% | $1.76万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $5.57万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.57万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS INC | $5.55万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A CLASS A | $5.53万 | 0.01% | 727 | -341 | -31.9% | -$2.59万 | 减仓 |
| EQIX | EQUINIX INC REIT | $5.52万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC | $5.49万 | 0.01% | 1,286 | -50 | -3.7% | -$2,134 | 减仓 |
| PPG | PPG INDS INC | $5.47万 | 0.01% | 451 | -2 | -0.4% | -$243 | 减仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $5.46万 | 0.01% | 1,478 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $5.44万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET | $5.43万 | 0.01% | 456 | 228 | 100.0% | $2.72万 | 加仓 |
| SVAL | ISHARES US | $5.43万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $5.43万 | 0.01% | 3,000 | -700 | -18.9% | -$1.27万 | 减仓 |
| AME | AMETEK INC NEW | $5.42万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC FTENDER OFFER EXP: | $5.38万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U S | $5.31万 | 0.01% | 781 | 781 | — | $5.31万 | 新建仓 |
| — | HARVEST-MONROVIA WT 5 29WRSR UTIL DUE 04/01/29 | $5.30万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| — | VIRTUS DIVERSIFIED | $5.29万 | 0.01% | 1,867 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY | $5.28万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| — | MITSUBISHI ESTATE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5.20万 | 0.01% | 2,030 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR F | $5.19万 | 0.01% | 991 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $5.19万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| — | DFA LARGE CAP INTERNATIONAL I | $5.17万 | 0.01% | 1,368 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI | $5.13万 | 0.01% | 1,039 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5.11万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $5.11万 | 0.01% | 750 | 200 | 36.4% | $1.36万 | 加仓 |
| D | DOMINION ENERGY | $5.09万 | 0.01% | 745 | 0 | 0.0% | — | 不变 |
| — | MITSUI & CO LTD FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $5.04万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE | $5.02万 | 0.01% | 1,831 | -104 | -5.4% | -$2,851 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $5.01万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| PNQI | INVESCO NASDAQ | $5.01万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $5.00万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $4.99万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $4.98万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC CLASS A | $4.97万 | 0.01% | 1,500 | -500 | -25.0% | -$1.66万 | 减仓 |
| XAR | STATE STREER | $4.97万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| CFRUY | COMPAGNIE FINANCIERE A FUNSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $4.92万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS | $4.90万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL ETF | $4.89万 | 0.01% | 2,000 | 1,000 | 100.0% | $2.44万 | 加仓 |
| CBRS | CEREBRAS SYS INC CLASS A | $4.86万 | 0.01% | 220 | 220 | — | $4.86万 | 新建仓 |
| — | LYNAS RARE EARTHS ADR F | $4.85万 | 0.01% | 3,859 | 0 | 0.0% | — | 不变 |
| — | INDUSTRIA DE DISENO TE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $4.85万 | 0.01% | 3,076 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4.83万 | 0.01% | 782 | 0 | 0.0% | — | 不变 |