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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP P FSPONSORED ADR 1 ADR REPS 4 ORD COM | $3.34万 | 0.01% | 6,406 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CLASS A | $3.33万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $3.32万 | 0.01% | 272 | -161 | -37.2% | -$1.96万 | 减仓 |
| — | AAC TECHNOLOGIES HLDGS FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.32万 | 0.01% | 7,674 | 0 | 0.0% | — | 不变 |
| — | AETFIFY ETHO | $3.30万 | 0.01% | 500 | 0 | 0.0% | — | 重新持有 |
| ADC | AGREE RLTY CORP REIT | $3.29万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.28万 | 0.01% | 114 | 20 | 21.3% | $5,755 | 加仓 |
| EFAV | ISHARES MSCI | $3.27万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| — | BAYER A G FSPONSORED ADR 1 ADR REP 0 25 ORD COM | $3.24万 | 0.00% | 2,878 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $3.24万 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.23万 | 0.00% | 1,846 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTL | $3.21万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $3.20万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.20万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $3.15万 | 0.00% | 218 | -31 | -12.4% | -$4,479 | 减仓 |
| NTR | NUTRIEN LTD F | $3.15万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| — | SOCIETE GENERALE FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $3.15万 | 0.00% | 2,106 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP CLASS CLASS A | $3.15万 | 0.00% | 232 | 210 | 954.5% | $2.85万 | 加仓 |
| — | FUJITSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.14万 | 0.00% | 1,524 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.13万 | 0.00% | 74 | -7 | -8.6% | -$2,961 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3.13万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $3.12万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC FSPONSORED ADR 1 ADR REPS 2 ORD COM | $3.11万 | 0.00% | 1,070 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.09万 | 0.00% | 2,297 | -30 | -1.3% | -$404 | 减仓 |
| OMC | OMNICOM GROUP | $3.09万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CLASS CLASS A | $3.09万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0 2 ORD COM | $3.08万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD COM | $3.07万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $3.06万 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $3.06万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $3.05万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP FEXCHANGE OFFER EXP: 04/27/26 | $3.05万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $3.03万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $3.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS | $3.02万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $3.02万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER | $3.02万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $3.00万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTERNTNL S FCLASS CLASS N | $3.00万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| — | DSV A/S FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $3.00万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| B | BARRICK MINING | $2.99万 | 0.00% | 720 | 150 | 26.3% | $6,238 | 加仓 |
| CNS | COHEN & STEERS | $2.99万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET | $2.98万 | 0.00% | 1,162 | -707 | -37.8% | -$1.81万 | 减仓 |
| LIT | GLOBAL X | $2.97万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC F | $2.97万 | 0.00% | 1,117 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2.96万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $2.95万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC EQUITY FCLASS EQUITY | $2.95万 | 0.00% | 100 | 100 | — | $2.95万 | 新建仓 |
| — | BAIRD CORE PLUS BOND INV | $2.94万 | 0.00% | 2,728 | 1,384 | 103.0% | $1.49万 | 加仓 |
| PSLV | SPROTT PHYSICAL | $2.93万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $2.91万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| JBS | JBS N V FCLASS A | $2.90万 | 0.00% | 1,636 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $2.90万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.90万 | 0.00% | 2,108 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.88万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST | $2.85万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $2.84万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $2.84万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $2.83万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR | $2.83万 | 0.00% | 1,166 | 700 | 150.2% | $1.70万 | 加仓 |
| — | LOCALIZA RENT A CAR S FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.82万 | 0.00% | 2,853 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES C | $2.81万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U S | $2.81万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE REIT | $2.80万 | 0.00% | 100 | -449 | -81.8% | -$12.59万 | 减仓 |
| BWA | BORG WARNER | $2.79万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| — | ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.78万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P | $2.78万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| — | ALFA LAVAL AB SWEDEN FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.77万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS | $2.77万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.76万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.75万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC REIT | $2.73万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $2.71万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR INTL CAPL APP A | $2.71万 | 0.00% | 849 | 434 | 104.6% | $1.39万 | 加仓 |
| EHC | ENCOMPASS HEALTH | $2.71万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2.71万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODUCTS | $2.70万 | 0.00% | 259 | 0 | 0.0% | — | 重新持有 |
| — | ESSILOR INTL S A FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.70万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | PING AN INS GROUP CO C FSPONSORED ADR 1 ADR REPS 2 ORD COM | $2.70万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INV | $2.70万 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE | $2.70万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $2.70万 | 0.00% | 368 | 1 | 0.3% | $73 | 加仓 |
| VONG | VANGUARD RUSSELL | $2.69万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $2.69万 | 0.00% | 60 | 60 | — | $2.69万 | 新建仓 |
| MSTR | STRATEGY INC | $2.68万 | 0.00% | 215 | -4 | -1.8% | -$499 | 减仓 |
| — | MUNICH RE GROUP FSPONSORED ADR 1 ADR REP 0 02 ORD COM | $2.67万 | 0.00% | 2,120 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL | $2.67万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM | $2.66万 | 0.00% | 647 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK | $2.65万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $2.65万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD F | $2.65万 | 0.00% | 4,014 | -300 | -7.0% | -$1,980 | 减仓 |
| BBSI | BARREITT BUSINESS | $2.65万 | 0.00% | 907 | 0 | 0.0% | — | 不变 |
| — | E ON SE FSPONSORED ADR 1 ADR REPS 1 ORD COM | $2.64万 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $2.64万 | 0.00% | 2,485 | -83 | -3.2% | -$881 | 减仓 |
| — | KONE OYJ FSPONSORED ADR 1 ADR REPS 0 5 ORD COM | $2.63万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.62万 | 0.00% | 336 | -7 | -2.0% | -$545 | 减仓 |
| FXL | FIRST TRUST | $2.61万 | 0.00% | 164 | -45 | -21.5% | -$7,149 | 减仓 |
| — | JANUS HENDERSON SMALL CAP VALUE T | $2.60万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD COM | $2.60万 | 0.00% | 2,080 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY | $2.59万 | 0.00% | 523 | 0 | 0.0% | — | 不变 |