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 |
|---|---|---|---|---|---|---|---|---|
| SBGSY | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $3.69万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES | $3.67万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.67万 | 0.00% | 1,846 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET | $3.67万 | 0.00% | 336 | 240 | 250.0% | $2.62万 | 加仓 |
| BLK | BLACKROCK FDG | $3.65万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3.63万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $3.61万 | 0.00% | 1,754 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $3.59万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $3.59万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $3.57万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.57万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| — | BASF SE FSPONSORED ADR 1 ADR REP 0 25 ORD SHS | $3.57万 | 0.00% | 2,680 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $3.56万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | HARTFORD INTERNATIONAL VALUE I | $3.56万 | 0.00% | 1,341 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $3.55万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| BST | BLACKROCK SCIENCE | $3.55万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS | $3.55万 | 0.00% | 466 | -12 | -2.5% | -$914 | 减仓 |
| — | BAE SYS PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.55万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $3.54万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODUCTS | $3.53万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $3.53万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| MIRM | MIRUM PHARMACEUTICALS | $3.51万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR REIT | $3.48万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM | $3.48万 | 0.00% | 300 | 300 | — | $3.48万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3.46万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $3.45万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $3.45万 | 0.00% | 1,667 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATL INC WIS CLASS B | $3.43万 | 0.00% | 938 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $3.42万 | 0.00% | 931 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3.42万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| BWA | BORG WARNER | $3.42万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN | $3.40万 | 0.00% | 554 | -7,100 | -92.8% | -$43.64万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $3.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $3.38万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.38万 | 0.00% | 2,130 | -167 | -7.3% | -$2,652 | 减仓 |
| DHI | D R HORTON INC | $3.36万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $3.33万 | 0.00% | 80 | 45 | 128.6% | $1.87万 | 加仓 |
| PYLD | PIMCO ENHANCED | $3.31万 | 0.00% | 1,250 | 1,250 | — | $3.31万 | 新建仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $3.31万 | 0.00% | 776 | 100 | 14.8% | $4,266 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES C | $3.30万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| — | AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.30万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3.29万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $3.29万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| KALU | KAISER ALUMINUM | $3.29万 | 0.00% | 168 | 1 | 0.6% | $196 | 加仓 |
| YUM | YUM BRANDS INC | $3.28万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP REIT | $3.26万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| — | PROSUS N V F | $3.25万 | 0.00% | 3,732 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P | $3.22万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC F | $3.22万 | 0.00% | 864 | 0 | 0.0% | — | 不变 |
| BBSI | BARRETT BUSINESS | $3.22万 | 0.00% | 907 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI | $3.22万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U S | $3.21万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| — | HERMES INTL SCA FSPONSORED ADR 1 ADR REPS 0 1 ORD SHS | $3.18万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE REIT | $3.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR | $3.16万 | 0.00% | 1,166 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR INTL CAPL APP A | $3.16万 | 0.00% | 849 | 0 | 0.0% | — | 不变 |
| — | ATLAS COPCO AB FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.16万 | 0.00% | 1,548 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $3.15万 | 0.00% | 800 | -75 | -8.6% | -$2,956 | 减仓 |
| VONG | VANGUARD RUSSELL | $3.13万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X | $3.13万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $3.12万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.11万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG | $3.10万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| — | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27 | $3.10万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET | $3.09万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $3.07万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTERNTNL S FCLASS N | $3.07万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $3.06万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC ADR FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS | $3.04万 | 0.00% | 398 | -60 | -13.1% | -$4,577 | 减仓 |
| — | FUJITSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $3.03万 | 0.00% | 1,524 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW F | $3.03万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS | $3.02万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC F | $3.02万 | 0.00% | 1,217 | 100 | 9.0% | $2,481 | 加仓 |
| IYH | ISHARES U S | $3.02万 | 0.00% | 450 | 150 | 50.0% | $1.01万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP F | $2.99万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | ALFA LAVAL AB SWEDEN FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.99万 | 0.00% | 502 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $2.98万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $2.98万 | 0.00% | 346 | 96 | 38.4% | $8,267 | 加仓 |
| IXUS | ISHARES CORE | $2.97万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET | $2.97万 | 0.00% | 1,162 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTL | $2.96万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $2.96万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $2.94万 | 0.00% | 404 | -9 | -2.2% | -$655 | 减仓 |
| SUNB | SUNBELT RENTALS HLDGS IN | $2.93万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| — | BAIRD CORE PLUS BOND INV | $2.93万 | 0.00% | 2,728 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $2.93万 | 0.00% | 172 | -2 | -1.1% | -$340 | 减仓 |
| — | DSV A/S FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.92万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC REIT | $2.91万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| — | BAYERISCHE MOTOREN WER FUNSPONSORED ADR 0 333333333333 ORD SHS | $2.91万 | 0.00% | 1,338 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $2.90万 | 0.00% | 149 | -3 | -2.0% | -$585 | 减仓 |
| VLUE | ISHARES MSCI | $2.90万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST | $2.89万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS | $2.89万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| RUSHB | RUSH ENTERPRISES INC | $2.88万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2.88万 | 0.00% | 254 | -5 | -1.9% | -$567 | 减仓 |
| — | JANUS HENDERSON SMALL CAP VALUE T | $2.88万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U S | $2.87万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.87万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.87万 | 0.00% | 1,070 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP | $2.86万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |