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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 63
减持 74
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.1M
96,280
-0%
增持
JPST
JPMORGAN ULTRA SHORT
+$1.4M
131,030
+26%
减持
MSFT
MICROSOFT CORP
-$756.2K
25,316
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。
-2%
建仓
HMOP
HARTFORD MUNICIPAL
+$678.7K
18,440
建仓
USFR
WISDOMTREE FLOATING
+$654.2K
13,000
减持
MINT
PIMCO ENHANCED SHRT
-$637.0K
46,570
-12%
建仓
HTRB
HARTFORD TOTAL RETURN
+$625.8K
19,500
增持
COHR
COHERENT CORP
-$586.6K
38,030
+6%
增持
SMMU
PIMCO SHORT TERM MUNI
+$416.3K
86,200
+12%
增持
ETON
ETON PHARMACEUTICALS INC
+$390.9K
528,310
+2%
减持
AMGN
AMGEN INC
+$382.1K
10,221
-4%
减持
BIL
SPDR BLOOMBERG
-$353.7K
38
-99%
减持
UBER
UBER TECHNOLOGIES INC
+$351.9K
157,800
-1%
减持
NEAR
ISHARES U S TR BLACKROCK ST MAT
-$341.1K
26,200
-21%
减持
IEFA
ISHARES TR CORE MSCI
-$331.2K
104,807
-0%
减持
XLK
TECHNOLOGY SELECT SECTOR
-$325.6K
26,287
-1%
减持
VIG
VANGUARD DIVIDEND
-$301.7K
34,056
-1%
增持
ITM
VANECK INTERMEDIATE
+$293.8K
12,250
+129%
减持
SDY
SPDR SERIES
-$287.3K
32,247
-1%
增持
VTI
VANGUARD TOTAL STOCK
-$284.1K
51,838
+1%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$277.7K
101,329
+5%
增持
VCR
VANGUARD CONSUMER
-$275.0K
20,231
+0%
减持
GOOG
ALPHABET INC
+$271.4K
34,801
-3%
减持
PLSE
PULSE BIOSCIENCES
-$267.5K
58,758
-16%
增持
HROW
HARROW INC
-$261.4K
159,019
+19%
减持
DIS
WALT DISNEY CO
-$248.6K
12,361
-12%
减持
IUSB
ISHARES TOTAL USD BOND
-$239.7K
115,322
-1%
减持
ATOM
ATOMERA INC
-$232.4K
86,565
-2%
减持
QCOM
QUALCOMM INC
-$211.9K
24,666
-0%
减持
AMZN
AMAZON COM INC
-$208.8K
51,707
-1%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
-$208.6K
17,763
-5%
减持
META
META PLATFORMS INC
+$204.2K
15,664
-0%
减持
ORCL
ORACLE CORP
-$197.1K
14,788
-0%
减持
PFF
ISHARES U S
-$186.3K
8,102
-42%
减持
BX
BLACKSTONE INC
+$186.3K
23,513
-6%
减持
BA
BOEING COMPANY
-$185.9K
9,012
-1%
减持
TPC
TUTOR PERINI CORP
+$182.7K
419,465
-3%
增持
PBI
PITNEY BOWES
-$180.1K
765,614
+9%
增持
SPY
SPDR S&P
+$178.2K
4,590
+14%
减持
VNQ
VANGUARD REAL ESTATE
-$174.8K
7,679
-15%
减持
—
ETFMG ALTERNATIVE
-$137.4K
100
-100%
减持
CHTR
CHARTER COMMUNICATIONS
+$135.5K
2,281
-3%
增持
MUST
COLUMBIA MULTI SECTOR
+$134.5K
9,000
+350%
增持
IYY
ISHARES U S
+$133.5K
2,195
+148%
减持
GILD
GILEAD SCIENCES INC
-$123.6K
27,469
-3%
减持
VDC
VANGUARD CONSUMER
-$119.7K
8,768
-1%
增持
SNOW
SNOWFLAKE INC
-$117.3K
6,260
+3%
增持
CVS
CVS HEALTH CORP
+$115.7K
64,144
+2%
减持
BAC
BANK OF AMERICA CORP
-$115.3K
44,801
-4%
增持
FCAL
FRST TR CLFRNA MNCPL HGH
+$113.1K
84,420
+7%
减持
BCO
BRINKS COMPANY
+$112.9K
36,845
-3%
增持
AVUV
AVANTIS US SMALL CAP
+$110.4K
6,342
+28%
减持
URI
UNITED RENTALS
-$105.5K
7,110
-3%
增持
QQQ
INVSC QQQ TRUST SRS 1
-$104.4K
32,547
+2%
增持
IJR
ISHARES CORE S&P
-$104.4K
23,287
+1%
减持
AMD
ADVANCED MICRO DEVICES I
-$104.3K
4,770
-8%
减持
INMB
INMUNE BIO
-$102.3K
41,540
-2%
增持
FMB
FIRST TRUST MANAGED
-$97.8K
65,550
+1%
建仓
PLIDX
ARISTOTLE CORE INCOME I-
+$97.8K
10,545
增持
SBUX
STARBUCKS CORP
-$96.1K
12,774
+0%
增持
—
MEDTRONIC PLC
-$95.6K
16,326
+5%
增持
GLD
SPDR GOLD SHARES ETF
-$94.6K
22,889
+2%
增持
XLE
SECTOR ENERGY
+$94.1K
6,859
+6%
减持
DASH
DOORDASH INC
-$92.9K
550
-69%
减持
LLY
ELI LILLY
+$92.8K
2,476
-6%
增持
MUB
ISHARES NATIONAL MUNI
+$92.5K
20,715
+9%
增持
FDVV
FIDELITY COVINGTON
+$92.3K
8,750
+42%
减持
FTSM
FIRST TRUST
-$89.0K
15,000
-9%
减持
IDCC
INTERDIGITAL INC
-$87.5K
5,143
-1%
增持
VB
VANGUARD SMALL CAP ETF
-$87.0K
9,756
+1%
减持
XBI
SPDR SERIES
-$85.7K
7,220
-2%
减持
—
CHARGEPOINT HOLDINGS INC
-$85.7K
22,270
-0%
减持
FDX
FEDEX CORP
+$84.6K
5,469
-1%
增持
ONEQ
FIDELITY NASDAQ
+$82.8K
1,800
+800%
减持
MSI
MOTOROLA SOLUTIONS
-$82.6K
3,506
-1%
增持
TGT
TARGET CORP
+$79.1K
1,857
+94%
清仓
VCSH
VANGUARD SHORT
-$75.7K
0
-100%
增持
VOO
VANGUARD S&P
+$75.5K
793
+37%
清仓
—
WELLS FARGO & 5 85 PFDPFD SER Q
-$75.2K
0
-100%
增持
GBIL
GOLDMAN SACHS
+$74.6K
6,980
+12%
增持
AIVL
WISDOMTREE U S
-$73.8K
18,225
+1%
减持
SHM
SPDR NUVEEN
-$73.6K
49,952
-1%
增持
VXUS
VANGUARD TOTAL
-$72.8K
28,691
+0%
增持
BNDX
VANGUARD TOTAL
+$72.4K
15,520
+13%
减持
LMT
LOCKHEED MARTIN CORP
-$71.8K
1,275
-1%
增持
VHT
VANGUARD HEALTH CARE
-$71.6K
8,779
+1%
减持
TAN
INVESCO SOLAR
-$70.4K
2,678
-9%
减持
CRWD
CROWDSTRIKE HOLDINGS
+$68.3K
4,979
-4%
减持
ICF
ISHARES COHEN
-$66.3K
7,552
-6%
减持
HE
HAWAIIAN ELEC INDS INC
-$65.8K
2,490
-7%
减持
NKE
NIKE INC
-$64.8K
3,881
-2%
减持
MU
MICRON TECHNOLOGY INC
+$62.7K
15,591
-1%
增持
XLU
SELECT UTILITIES
+$62.6K
8,969
+26%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
-$58.0K
41,242
+0%
增持
BIIB
BIOGEN INC
-$56.3K
2,104
+0%
减持
GM
GENERAL MOTORS
-$56.2K
4,228
-17%
减持
DLX
DELUXE CORP
+$55.1K
64,210
-3%
减持
IEF
ISHARES 7-10YR
-$54.8K
4,777
-6%
增持
SPTM
SPDR PORTFOLIO
-$54.6K
29,134
+0%
减持
DKNG
DRAFTKINGS INC
-$54.3K
48,440
-13%
减持
FINSX
FIDELITY ADVISOR NEW INS
-$53.8K
7,694
-18%
减持
VGT
VANGUARD INFORMATION
-$53.3K
1,470
-2%
减持
—
AMARIN CORP
-$53.1K
192,185
-1%
减持
MXL
MAXLINEAR INC
-$52.8K
3,975
-11%
清仓
WOBDX
JPMORGAN CORE BOND I
-$52.7K
0
-100%
减持
WHR
WHIRLPOOL CORP
-$52.5K
2,495
-4%
增持
C
CITIGROUP INC
-$52.3K
11,034
+0%
建仓
HLIPX
JPMORGAN CORE BOND I
+$50.8K
5,188
增持
FZIIX
FIDELITY ADVISOR INTERM
+$50.3K
114,622
+8%
建仓
TBIL
RBB US
+$50.1K
1,000
增持
BND
VANGUARD TOTAL
-$49.5K
24,878
+1%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$49.0K
5,523
-3%
增持
FIXD
FIRST TRUST TCW
+$48.6K
50,427
+7%
清仓
—
NEUBERGER BERMAN REAL ESTATE I
-$48.4K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$48.2K
2,407
-4%
建仓
ILMN
ILLUMINA INC
+$48.0K
350
增持
AGG
ISHARES TR CORE US AGGBD
+$47.6K
70,267
+5%
增持
CMF
ISHARES TR CALI AMT-FRE
+$47.4K
37,522
+6%
建仓
DIA
SPDR DOW
+$45.2K
135
减持
LUV
SOUTHWEST AIRLINES
-$45.2K
1,702
-32%
减持
SUSA
ISHARES MSCI
-$44.0K
9,949
-1%
减持
PEP
PEPSICO INC
-$43.4K
2,280
-2%
建仓
ARM
ARM HOLDINGS PLC
+$42.8K
800
减持
SWKS
SKYWORKS SOLUTIONS
-$42.6K
3,055
-2%
减持
PG
PROCTER AND GAMBLE CO
-$42.5K
4,614
-2%
增持
TLT
ISHARES 20 PLUS
-$41.8K
16,243
+13%
增持
JPM
JPMORGAN CHASE & CO
+$41.1K
5,529
+6%
增持
BMY
BRISTOL-MYERS SQUIBB
-$41.0K
6,952
+0%
增持
CAT
CATERPILLAR INC
+$40.6K
789
+11%
增持
MRK
MERCK & COMPANY
-$40.1K
3,245
+0%
减持
ABT
ABBOTT LABORATORIES
-$39.7K
2,835
-2%
增持
HYD
VANECK HIGH
+$38.1K
18,135
+9%
增持
FDLO
FIDELITY COVINGTON
+$36.6K
11,330
+10%
增持
COIN
COINBASE GLOBAL INC COM
+$36.2K
1,131
+66%
减持
VZ
VERIZON COMMUNICATIONS
-$36.1K
1,434
-35%
增持
XLP
SECTOR CONSUMER
-$35.9K
11,456
+3%
增持
MUNI
PIMCO INTERMEDIATE
-$35.4K
37,593
+2%
减持
—
LAM RESEARCH CORPORATION
-$34.7K
760
-4%
增持
IBB
ISHARES BIOTECHNOLOGY
-$34.5K
10,846
+1%
增持
PFE
PFIZER INC
-$34.1K
11,865
+2%
减持
BABA
ALIBABA GROUP HLDG LTD F
+$33.8K
21,252
-2%
减持
—
SIGNET JEWELERS
-$33.4K
460
-55%
增持
VTV
VANGUARD VALUE ETF
+$30.0K
1,041
+30%
增持
—
COLUMBIA INTL
-$27.6K
51,845
+0%
增持
PHO
INVESCO WATER
+$27.4K
2,117
+40%
减持
—
SAGE THERAPEUTICS
-$26.7K
300
-57%
减持
SEEGX
JPMORGAN LARGE CAP GROWT
-$25.6K
1,733
-19%
增持
QUAL
ISHARES MSCI
+$25.5K
476
+72%
增持
FCX
FREEPORT-MCMORAN INC
+$25.2K
3,163
+37%
增持
TSLA
TESLA INC
-$24.9K
2,499
+1%
