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 |
|---|---|---|---|---|---|---|---|---|
| TD | TORONTO DOMINION BK ON F | $2.85万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $2.85万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO S&P | $2.85万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINL | $2.84万 | 0.00% | 374 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2.84万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL | $2.84万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM | $2.83万 | 0.00% | 647 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS | $2.82万 | 0.00% | 369 | 1 | 0.3% | $77 | 加仓 |
| EHC | ENCOMPASS HEALTH | $2.82万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.78万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P | $2.78万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINANCIAL | $2.75万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERICAN | $2.75万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INCCLASS A | $2.74万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | GIVAUDAN SA FSPONSORED ADR 1 ADR REP 0 02 ORD SHS | $2.74万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW REIT | $2.72万 | 0.00% | 166 | -8 | -4.6% | -$1,309 | 减仓 |
| TRI | THOMSON REUTERS CORP F | $2.71万 | 0.00% | 332 | -6 | -1.8% | -$490 | 减仓 |
| VFLO | VICTORYSHARES FREE | $2.71万 | 0.00% | 592 | 592 | — | $2.71万 | 新建仓 |
| FISV | FISERV INC | $2.70万 | 0.00% | 550 | 242 | 78.6% | $1.19万 | 加仓 |
| KRC | KILROY RLTY CORP REIT | $2.69万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES OPPS INV A | $2.69万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INV | $2.68万 | 0.00% | 1,144 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $2.68万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| — | QBE INS GROUP LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.66万 | 0.00% | 1,520 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.65万 | 0.00% | 839 | 4 | 0.5% | $127 | 加仓 |
| B | BARRICK MINING | $2.64万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $2.64万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IFF | INTL FLAVOR & FRAGRANCE | $2.63万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD F | $2.62万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $2.62万 | 0.00% | 2,020 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $2.62万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS INC | $2.61万 | 0.00% | 70 | 10 | 16.7% | $3,729 | 加仓 |
| Z | ZILLOW GROUP | $2.59万 | 0.00% | 823 | 500 | 154.8% | $1.58万 | 加仓 |
| DLTR | DOLLAR TREE INC | $2.59万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2.57万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.57万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2.56万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR EMERGING ASIA A | $2.54万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES LOW | $2.53万 | 0.00% | 100 | -200 | -66.7% | -$5.06万 | 减仓 |
| DVN | DEVON ENERGY | $2.52万 | 0.00% | 611 | 88 | 16.8% | $3,636 | 加仓 |
| FIVE | FIVE BELOW | $2.52万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK STRATEGIC INCOME OPPS INSTL | $2.52万 | 0.00% | 2,578 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.51万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | NORDEA BANK AB FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.50万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| — | COMPASS GROUP PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.48万 | 0.00% | 762 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN-WILLIAMS CO | $2.48万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $2.48万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS DYNAMIC MUNICIPAL INC INV | $2.47万 | 0.00% | 1,610 | 1,610 | — | $2.47万 | 新建仓 |
| KAI | KADANT INC | $2.45万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINL CORP | $2.45万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS | $2.42万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG | $2.42万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $2.41万 | 0.00% | 462 | 1 | 0.2% | $52 | 加仓 |
| — | SOFTBANK CORP FUNSPONSORED ADR 1 ADR REPS 10 ORD SHS | $2.41万 | 0.00% | 1,890 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $2.41万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.41万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS FSPONSORED ADR 1 ADR REPS 0 2 ORD SHS | $2.39万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| AON | AON PLC FCLASS A | $2.39万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC REIT | $2.39万 | 0.00% | 513 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $2.38万 | 0.00% | 105 | 30 | 40.0% | $6,812 | 加仓 |
| — | MUNICH RE GROUP FSPONSORED ADR 1 ADR REP 0 02 ORD SHS | $2.37万 | 0.00% | 2,120 | 0 | 0.0% | — | 不变 |
| — | E ON SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.37万 | 0.00% | 1,156 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $2.36万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL | $2.36万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $2.35万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $2.35万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | KONE OYJ FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.35万 | 0.00% | 826 | 0 | 0.0% | — | 不变 |
| — | NITTO DENKO CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.35万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $2.34万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $2.34万 | 0.00% | 455 | -11 | -2.4% | -$566 | 减仓 |
| — | ASSA ABLOY AB FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.33万 | 0.00% | 1,322 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $2.33万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.33万 | 0.00% | 62 | -19 | -23.5% | -$7,126 | 减仓 |
| MBB | ISHARES MBS | $2.33万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO HIGH | $2.32万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ESSILOR INTL S A FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.31万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY | $2.30万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $2.28万 | 0.00% | 82 | -2 | -2.4% | -$557 | 减仓 |
| — | PING AN INS GROUP CO C FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.28万 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $2.28万 | 0.00% | 1,100 | 100 | 10.0% | $2,074 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $2.28万 | 0.00% | 2,485 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEWREIT | $2.28万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $2.27万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| NUBD | NUVEEN ESG | $2.27万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT PHYSICAL | $2.26万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | UNITED UTILS GROUP PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $2.26万 | 0.00% | 652 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $2.25万 | 0.00% | 932 | 0 | 0.0% | — | 不变 |
| — | XINYI GLASS HLDGS LTD FSPONSORED ADR 1 ADR REPS 20 ORD SHS | $2.24万 | 0.00% | 1,028 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST | $2.23万 | 0.00% | 1,141 | 1,141 | — | $2.23万 | 新建仓 |
| BCPC | BALCHEM CORP | $2.21万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL | $2.21万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $2.20万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P | $2.19万 | 0.00% | 293 | 14 | 5.0% | $1,049 | 加仓 |
| — | COVESTRO AG FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS | $2.19万 | 0.00% | 660 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS | $2.18万 | 0.00% | 156 | -4 | -2.5% | -$560 | 减仓 |
| DEI | DOUGLAS EMMETT INC REIT | $2.17万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP | $2.13万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $2.13万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS I | $2.12万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES I | $2.12万 | 0.00% | 952 | 0 | 0.0% | — | 不变 |