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 |
|---|---|---|---|---|---|---|---|---|
| — | INDUSTRIA DE DISENO TE FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $4.48万 | 0.01% | 3,076 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.48万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREER | $4.44万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $4.44万 | 0.01% | 195 | -1 | -0.5% | -$228 | 减仓 |
| SIMO | SILICON MOTION | $4.44万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $4.43万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U S | $4.41万 | 0.01% | 380 | 180 | 90.0% | $2.09万 | 加仓 |
| — | ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0 05 ORD COM | $4.41万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| — | BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD COM | $4.40万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $4.38万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $4.35万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $4.33万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $4.32万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC F | $4.31万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL | $4.29万 | 0.01% | 760 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.29万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $4.29万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COMPANIES CLA A CLASS A | $4.28万 | 0.01% | 2,860 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $4.27万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| — | SINGAPORE TELECOMMUNIC FSPONSORED ADR 1 ADR REPS 10 ORD COM | $4.25万 | 0.01% | 1,090 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $4.22万 | 0.01% | 203 | -60 | -22.8% | -$1.25万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $4.19万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| — | NTNL AUSTRALIA BK LT A FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $4.19万 | 0.01% | 2,840 | 0 | 0.0% | — | 不变 |
| MTB | M&T BK CORP | $4.17万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUNICIPAL | $4.16万 | 0.01% | 1,834 | 0 | 0.0% | — | 不变 |
| — | ANZ GROUP HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM | $4.16万 | 0.01% | 1,624 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $4.14万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| SYFI | AB SHORT | $4.13万 | 0.01% | 1,164 | 0 | 0.0% | — | 不变 |
| — | BAYERISCHE MOTOREN WER FUNSPONSORED ADR 0 333333333333 ORD COM | $4.07万 | 0.01% | 1,338 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $4.07万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $4.05万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC | $4.03万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| HGER | HARBOR COMMODITY | $4.03万 | 0.01% | 1,300 | 1,300 | — | $4.03万 | 新建仓 |
| IDV | ISHARES INTL | $4.02万 | 0.01% | 945 | 220 | 30.3% | $9,363 | 加仓 |
| NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD COM | $3.99万 | 0.01% | 454 | 0 | 0.0% | — | 不变 |
| — | DEN DANSKE BANK AKTIES FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $3.99万 | 0.01% | 1,614 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3.98万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.98万 | 0.01% | 18,436 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.98万 | 0.01% | 356 | -40 | -10.1% | -$4,468 | 减仓 |
| CP | CANADIAN PACIFIC KAN F | $3.97万 | 0.01% | 504 | 1 | 0.2% | $79 | 加仓 |
| CGMM | CAPITAL GROUP | $3.96万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| — | BASF SE FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $3.96万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $3.96万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC | $3.91万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP | $3.91万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS | $3.89万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $3.88万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $3.86万 | 0.01% | 252 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY | $3.85万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| — | SWEDBANK A B FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.83万 | 0.01% | 1,108 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $3.83万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE | $3.83万 | 0.01% | 128 | -15 | -10.5% | -$4,483 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.81万 | 0.01% | 218 | -33 | -13.1% | -$5,762 | 减仓 |
| CFRUY | COMPAGNIE FINANCIERE A FUNSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $3.80万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| HTAB | HARTFORD SCHRODERS | $3.80万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $3.79万 | 0.01% | 2,004 | -24 | -1.2% | -$454 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $3.79万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP F | $3.76万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| — | DFA US SMALL CAP I | $3.75万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.75万 | 0.01% | 835 | 3 | 0.4% | $135 | 加仓 |
| KR | KROGER CO | $3.74万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW F | $3.72万 | 0.01% | 564 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HOLDINGS INC COM | $3.71万 | 0.01% | 26,500 | 500 | 1.9% | $700 | 加仓 |
| FTNT | FORTINET INC | $3.70万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $3.70万 | 0.01% | 434 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK FDG | $3.66万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| — | MACQUARIE GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.66万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3.65万 | 0.01% | 102 | -22 | -17.7% | -$7,873 | 减仓 |
| XOP | STATE STREET | $3.64万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $3.63万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| — | FAST REITAILING CO LTD FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $3.62万 | 0.01% | 884 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3.62万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP F | $3.61万 | 0.01% | 808 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $3.60万 | 0.01% | 147 | 67 | 83.8% | $1.64万 | 加仓 |
| AFL | AFLAC INC | $3.58万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.57万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $3.57万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC | $3.56万 | 0.01% | 1,667 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BANK AG FCLASS CLASS N | $3.53万 | 0.01% | 1,186 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $3.51万 | 0.01% | 518 | 175 | 51.0% | $1.19万 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $3.51万 | 0.01% | 931 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR | $3.50万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| — | CLEARBRIDGE VALUE A | $3.49万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CLASS CLASS A | $3.49万 | 0.01% | 165 | 24 | 17.0% | $5,080 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.49万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE | $3.49万 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO NEXT | $3.48万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U S | $3.47万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| — | PROSUS N V F | $3.46万 | 0.01% | 3,732 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY | $3.43万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| SIEGY | SIEMENS A G F | $3.42万 | 0.01% | 278 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $3.42万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $3.41万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $3.39万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH | $3.38万 | 0.01% | 158 | 150 | 1,875.0% | $3.21万 | 加仓 |
| — | HARTFORD INTERNATIONAL VALUE I | $3.38万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERICAN | $3.35万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $3.35万 | 0.01% | 1,667 | 0 | 0.0% | — | 不变 |
| — | HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0 1 ORD COM | $3.35万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO | $3.34万 | 0.01% | 550 | -100 | -15.4% | -$6,081 | 减仓 |