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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
$378.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 51
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$1.9M
103,780
+59%
减持
UBER
UBER TECHNOLOGIES INC
+$1.8M
160,000
-0%
减持
SDY
SPDR SERIES
-$1.8M
32,599
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-30%
建仓
NEAR
ISHARES U S TR BLACKROCK ST MAT
+$1.6M
33,150
增持
AMZN
AMAZON COM INC
+$1.4M
52,037
+0%
减持
AAPL
APPLE INC
+$1.3M
96,301
-9%
减持
META
META PLATFORMS INC CLASS A
+$1.2M
15,681
-0%
减持
GLD
SPDR GOLD SHARES ETF
-$1.1M
22,544
-19%
建仓
FUMB
FIRST TRUST
+$999.0K
50,000
减持
MSFT
MICROSOFT CORP
+$998.9K
25,717
-4%
建仓
FTSM
FIRST TRUST
+$980.3K
16,500
减持
EFV
ISHARES MSCI
-$968.7K
23,073
-47%
增持
TPC
TUTOR PERINI CORP
+$823.6K
433,790
+17%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$814.9K
31,843
-7%
增持
GOOGL
ALPHABET INC CAP STK
+$712.5K
43,416
+0%
减持
IEFA
ISHARES TR CORE MSCI
-$708.7K
104,822
-10%
减持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
-$698.3K
53,138
-12%
减持
HROW
HARROW HEALTH
-$640.4K
133,744
-11%
增持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$629.1K
20,186
+0%
清仓
HYG
ISHARES TR IBOXX HI YD
-$618.4K
0
-100%
减持
GBIL
GOLDMAN SACHS
-$617.2K
6,236
-50%
减持
SHOP
SHOPIFY INC FCLASS A
+$602.3K
45,520
-7%
减持
GOOG
ALPHABET INC CLASS C
+$599.7K
35,727
-0%
减持
GILD
GILEAD SCIENCES INC
-$585.5K
28,337
-15%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FI ETF
+$584.3K
46,927
+42%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$547.4K
26,667
-1%
减持
ABBV
ABBVIE INC
-$459.8K
18,029
-1%
减持
HYD
VANECK HIGH
-$452.3K
16,591
-34%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$445.7K
51,276
-4%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$428.4K
21,687
-1%
增持
URI
UNITED RENTALS
+$407.8K
7,334
+2%
增持
ATOM
ATOMERA INC
+$388.5K
88,290
+46%
减持
COHR
COHERENT CORP
+$387.5K
35,855
-5%
减持
ORCL
ORACLE CORP
+$383.1K
14,832
-0%
减持
ACES
ALPS CLEAN
-$382.2K
400
-95%
减持
XLE
SECTOR ENERGY
-$351.2K
6,479
-39%
增持
CMF
ISHARES TR CALI AMT-FRE
+$345.1K
35,302
+22%
增持
—
MEDTRONIC PLC
+$331.6K
15,606
+21%
减持
DIS
WALT DISNEY CO
-$306.1K
13,988
-11%
增持
CI
CIGNA GROUP
+$298.8K
5,241
+14%
减持
AMLP
ALPS ALERIAN
-$287.0K
25,902
-23%
减持
NVDA
NVIDIA CORP
+$281.0K
2,210
-6%
减持
DKNG
DRAFTKINGS INC
+$251.6K
55,715
-12%
增持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
+$243.9K
76,800
+7%
减持
NOC
NORTHROP GRUMMAN CO
-$227.6K
10,844
-3%
减持
AMGN
AMGEN INC
-$223.4K
10,619
-1%
增持
SPTM
SPDR PORTFOLIO
+$218.5K
29,094
+7%
增持
QCOM
QUALCOMM INC
-$205.4K
24,744
+0%
减持
IBB
ISHARES BIOTECHNOLOGY
-$201.0K
10,719
-11%
增持
AGG
ISHARES TR CORE US AGGBD
+$197.7K
66,978
+5%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$195.9K
96,076
+1%
建仓
PLSFX
ARISTOTLE STRATEGIC INCOME I-2
+$186.0K
18,257
清仓
—
PACIFIC FUNDS STRATEGIC INCOME I-2
-$183.9K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$180.4K
2,313
-67%
减持
NFLX
NETFLIX INC
-$179.9K
504
-59%
增持
ETON
ETON PHARMACEUTICALS INC
-$179.4K
519,251
+0%
减持
GDX
VANECK GOLD
-$177.5K
5,586
-48%
减持
BSIIX
BLACKROCK STRATEGIC INCOME OPPS INSTL
-$171.8K
8,401
-69%
增持
PBI
PITNEY BOWES
-$168.6K
704,014
+3%
清仓
FXE
INVESCO CURRENCYSHARES EURO EURO
-$163.0K
0
-100%
增持
SPY
SPDR S&P
+$157.5K
4,025
+1%
增持
INMB
INMUNE BIO
+$143.8K
42,240
+14%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$143.0K
23,087
+3%
建仓
MXL
MAXLINEAR INC
+$141.2K
4,475
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$138.3K
4,947
+49%
增持
ITM
VANECK INTERMEDIATE
+$137.3K
5,350
+128%
增持
IFF
INTL FLAVOR & FRAGRANCE
+$135.0K
7,040
+52%
增持
FDLO
FIDELITY COVINGTON
+$133.8K
10,265
+28%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$132.1K
9,023
-16%
减持
PLSE
PULSE BIOSCIENCES
+$131.0K
70,135
-37%
增持
SMH
VANECK SEMICONDUCTOR
+$126.3K
6,496
+98%
减持
BX
BLACKSTONE INC
+$123.5K
25,093
-0%
减持
BUD
ANHEUSER BUSCH
-$120.8K
1,200
-60%
减持
UPST
UPSTART HOLDINGS
+$120.8K
5,815
-1%
减持
TIP
ISHARES TR TIPS BD
-$119.5K
2,271
-31%
增持
VB
VANGUARD SMALL CAP ETF IV
+$117.1K
9,706
+1%
减持
SHY
ISHARES 1-3YR
-$113.1K
28,573
-3%
减持
—
STERIS PLC
+$108.8K
3,388
-1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$107.0K
5,722
+253%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$105.7K
5,678
-1%
增持
—
CATALENT INC
-$103.0K
19,573
+35%
清仓
—
DWS ESG CORE EQUITY S
-$102.4K
0
-100%
增持
AXBIX
AMERICAN CENTURY INTERMTRM TX-FR BD I
+$100.2K
29,816
+47%
减持
TGT
TARGET CORP
-$98.5K
957
-29%
减持
BND
VANGUARD TOTAL
-$97.5K
24,563
-4%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$94.9K
80,394
-1%
减持
FDN
FIRST TRUST INTERNET INDEX CF ETF
-$91.0K
8,324
-17%
减持
TSLA
TESLA INC
+$89.5K
2,484
-11%
增持
VHT
VANGUARD HEALTH CARE ETF
+$87.6K
8,729
+2%
增持
ITOT
ISHARES CORE
+$87.0K
11,409
+0%
增持
CHTR
CHARTER COMMUNICATIONS
+$83.1K
2,362
+8%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$81.1K
1,500
-1%
减持
AMD
ADVANCED MICRO DEVICES I
+$76.7K
5,186
-2%
减持
F
FORD MTR CO DEL
-$72.9K
19,400
-35%
减持
—
CRISPR THERAPEUTICS F
+$71.2K
7,011
-2%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$71.1K
19,036
+5%
减持
BMRN
BIOMARIN PHARMACEUTICAL
-$71.1K
1,210
-33%
减持
MSI
MOTOROLA SOLUTIONS
-$70.3K
3,536
-9%
减持
ARKK
ARK INNOVATION
-$68.9K
360
-86%
减持
—
AMARIN CORP
-$65.1K
193,235
-2%
减持
DLX
DELUXE CORP
+$63.0K
66,240
-3%
增持
SUSA
ISHARES MSCI
+$62.9K
10,029
+0%
增持
FDVV
FIDELITY COVINGTON
+$57.9K
6,175
+25%
减持
MUNI
PIMCO INTERMEDIATE
-$57.3K
36,993
-2%
增持
PFE
PFIZER INC
-$56.5K
11,662
+1%
增持
CVS
CVS HEALTH CORP
+$56.1K
63,061
+9%
减持
HPE
HEWLETT PACKARD
+$55.3K
73,138
-1%
增持
SBUX
STARBUCKS CORP
-$54.7K
12,735
+0%
减持
MU
MICRON TECHNOLOGY INC
+$53.3K
15,754
-1%
减持
SOXX
ISHARES SEMICONDUCTOR
+$51.5K
935
-2%
减持
XBI
SPDR SERIES
+$47.4K
7,370
-1%
减持
—
CHARGEPOINT HOLDINGS INCCLASS A
-$46.2K
22,370
-3%
增持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF IV
+$44.6K
65,150
+2%
减持
GNW
GENWORTH FINANCIAL
-$44.3K
30,500
-22%
建仓
ANIX
ANIXA BIOSCIENCES
+$44.2K
13,800
清仓
—
ETF MANAGERS TR PRIME CYBR
-$44.0K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$44.0K
40,388
+1%
减持
AIVL
WISDOMTREE U S
-$43.6K
18,121
-4%
减持
TBCH
TURTLE BEACH CORP
+$42.2K
26,750
-1%
减持
CRM
SALESFORCE INC
+$42.0K
4,670
-1%
减持
AMAT
APPLIED MATERIALS
+$40.5K
6,335
-11%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$39.5K
34,435
-5%
建仓
PWR
QUANTA SERVICES
+$39.3K
200
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
+$38.6K
41,139
+1%
增持
UNH
UNITEDHEALTH GROUP
+$37.1K
2,440
+2%
增持
BMY
BRISTOL-MYERS SQUIBB
-$36.9K
6,948
+0%
减持
—
LAM RESEARCH CORPORATION
+$36.6K
795
-11%
增持
VUG
VANGUARD GROWTH
+$36.5K
1,087
+0%
建仓
SECT
NORTHERN LIGHTS
+$35.9K
834
减持
SPHR
SPHERE ENTERTAINMENT
-$35.9K
356
-54%
减持
JNJ
JOHNSON & JOHNSON
+$34.8K
4,463
-1%
清仓
—
SPDR SERIES
-$34.8K
0
-100%
减持
WHR
WHIRLPOOL CORP
+$34.3K
2,595
-3%
增持
PENN
PENN ENTERTAINMENT
+$34.3K
14,327
+37%
减持
MDU
MDU RESOURCES
-$34.3K
282
-79%
建仓
CIBR
FIRST TRUST
+$34.1K
750
减持
SWPPX
SCHWAB S&P 500 INDEX
-$32.4K
1,198
-34%
减持
T
AT&T INC
-$32.0K
9,585
-2%
增持
COST
COSTCO WHOLESALE CO
+$31.7K
752
+0%
减持
—
COLUMBIA INTL
+$31.6K
51,695
-1%
减持
BCO
BRINKS COMPANY
+$31.6K
37,793
-0%
增持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
+$30.0K
79,100
+1%
减持
ABNB
AIRBNB INC
-$28.9K
868
-29%
减持
—
PARAMOUNT GLOBAL CLASS B
-$26.4K
3,127
-9%
减持
SEEGX
JPMORGAN LARGE CAP GROWTH I
-$26.2K
2,136
-27%
建仓
MSGE
MADISON SQUARE
+$26.0K
772
增持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
+$25.9K
22,489
+3%
增持
TLT
ISHARES 20 PLUS
-$25.9K
14,401
+2%
减持
ARES
ARES MANAGEMENT
-$25.8K
100
-76%
增持
LOW
LOWES COMPANIES
+$25.3K
968
+0%
