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Westside Investment Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Westside Investment Management, Inc.

报告期 2026-03-31 · CIK 0001538383

持仓数

1,514

前50大市值合计

$378.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

ETF

$24.0M

162,017

6.3%

AAPL APPLE INC

COM

$23.5M

92,069

6.2%

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

ETF

$18.5M

57,691

4.9%

QQQ INVESCO QQQ TR

ETF

$17.7M

30,581

4.7%

TPC TUTOR PERINI

COM

$16.9M

218,832

4.5%

GOOGL ALPHABET INC CLASS CLASS A

COM

$13.6M

47,074

3.6%

AMZN AMAZON COM INC

COM

$12.4M

59,551

3.3%

ETON ETON PHARMACEUTICALS INC

COM

$11.5M

467,915

3.1%

IEFA ISHARES TR CORE MSCI

ETF

$10.5M

116,143

2.8%

MSFT MICROSOFT CORP

COM

$10.5M

28,312

2.8%

GOOG ALPHABET INC CLASS CLASS C

COM

$9.2M

31,715

2.4%

AGG ISHARES CORE U S AGGREGATE BOND ETF

ETF

$9.1M

91,727

2.4%

META META PLATFORMS

COM

$8.9M

15,510

2.3%

UBER UBER TECHNOLOGIES

COM

$8.5M

118,110

2.2%

NVDA NVIDIA CORP

COM

$8.2M

46,613

2.2%

AVGO BROADCOM INC

COM

$7.9M

25,234

2.1%

VCR VANGUARD CONSUMER

ETF

$7.7M

21,526

2.0%

GLD SPDR GOLD

COM

$7.3M

16,943

1.9%

VIG VANGUARD DIVIDEND

ETF

$7.0M

32,421

1.8%

PBI PITNEY BOWES

COM

$6.8M

614,014

1.8%

HROW HARROW INC

COM

$6.6M

185,926

1.7%

COHR COHERENT CORP

COM

$6.5M

27,151

1.7%

AVUV AVANTIS US SMALL CAP VALUE ETF

ETF

$6.2M

56,161

1.6%

CGBL CAPITAL GROUP

ETF

$6.0M

174,065

1.6%

IUSB ISHARES CORE UNIVERSAL USD BOND ETF

ETF

$6.0M

129,617

1.6%

SDY STATE STREET

ETF

$5.6M

38,557

1.5%

XLV SELECT SECTOR SPDR TR SBI HEALTHCARE

ETF

$5.5M

37,505

1.5%

XLK STATE STREET

ETF

$5.5M

41,082

1.4%

SWOXX SCHWAB MUNICIPAL MONEY ULTRA

ETF

$5.4M

5,449,857

1.4%

NOC NORTHROP GRUMMAN CORP

COM

$5.3M

7,699

1.4%

FCAL FIRST TRUST

ETF

$5.2M

105,885

1.4%

MUB ISHARES NATIONAL MUNI BOND ETF

ETF

$5.1M

48,011

1.3%

QQQM INVESCO NASDAQ

ETF

$4.9M

20,618

1.3%

MU MICRON TECHNOLOGY INC

COM

$4.8M

13,812

1.3%

SMH VANECK SEMICONDUCTOR

ETF

$4.3M

11,254

1.1%

MLN VANECK LONG

ETF

$4.3M

244,316

1.1%

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

ETF

$4.2M

41,385

1.1%

URI UNITED RENTALS

COM

$4.1M

5,595

1.1%

XLF SELECT SECTOR SPDR TR SBI INT-FINL

ETF

$4.0M

81,299

1.1%

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

ETF

$3.8M

53,916

1.0%

FMB FIRST TRUST

ETF

$3.7M

72,959

1.0%

FIXD FIRST TRUST

ETF

$3.7M

83,910

1.0%

ABBV ABBVIE INC

COM

$3.6M

16,650

1.0%

XLE STATE STREET

ETF

$3.6M

59,060

1.0%

BCO BRINKS COMPANY

COM

$3.5M

34,178

0.9%

VXUS VANGUARD TOTAL

ETF

$3.5M

45,156

0.9%

JPST JPMORGAN

ETF

$3.4M

68,129

0.9%

AMGN AMGEN INC

COM

$3.4M

9,815

0.9%

SHOP SHOPIFY INC

COM

$3.4M

28,575

0.9%

GILD GILEAD SCIENCES

COM

$3.2M

23,165

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

VYM6.3%AAPL6.2%VTI4.9%QQQ4.7%TPC4.5%GOOGL3.6%