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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 75
减持 61
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$2.8M
118,505
+17%
减持
UBER
UBER TECHNOLOGIES INC
+$2.1M
152,578
-3%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$1.8M
32,953
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。
+1%
减持
AAPL
APPLE INC
+$1.8M
95,089
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.7M
53,566
+3%
减持
MSFT
MICROSOFT CORP
+$1.5M
25,231
-0%
建仓
TRMB
TRIMBLE INC
+$1.3M
24,650
减持
AMZN
AMAZON COM INC
+$1.3M
51,697
-0%
增持
SHOP
SHOPIFY INC FCLASS A
+$1.1M
46,360
+2%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$963.7K
16,237
+156%
减持
PBI
PITNEY BOWES
+$930.9K
737,064
-4%
增持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$920.4K
20,916
+3%
减持
URI
UNITED RENTALS
+$886.3K
7,058
-1%
减持
SHM
SPDR NUVEEN
-$858.1K
30,365
-39%
增持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$843.9K
17,893
+44%
减持
META
META PLATFORMS INC CLASS A
+$818.5K
15,597
-0%
增持
IEFA
ISHARES TR CORE MSCI
+$799.6K
107,235
+2%
减持
DBA
INVESCO MULTI
-$750.5K
7,514
-82%
减持
QCOM
QUALCOMM INC
+$712.4K
23,867
-3%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$673.9K
25,889
-2%
减持
AVGO
BROADCOM INC
+$591.9K
2,218
-2%
增持
TPC
TUTOR PERINI CORP
+$583.9K
425,090
+1%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$572.2K
16,400
-23%
减持
FTSM
FIRST TRUST
-$567.9K
5,421
-64%
增持
COHR
COHERENT CORP
+$550.0K
41,150
+8%
增持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$541.7K
141,684
+8%
减持
IFF
INTL FLAVOR & FRAGRANCE
-$540.6K
158
-98%
减持
BA
BOEING COMPANY
+$536.4K
8,685
-4%
减持
BCO
BRINKS COMPANY
+$524.7K
36,397
-1%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$504.4K
51,788
+11%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$489.2K
7,733
+40%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$487.0K
13,348
+23%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$480.5K
33,873
-1%
建仓
MLN
VANECK LONG
+$477.4K
26,157
增持
GLD
SPDR GOLD SHARES ETF
+$474.3K
23,009
+1%
减持
CVS
CVS HEALTH CORP
+$453.8K
62,467
-3%
增持
XLP
SPDR FUND CONSUMER STAPLES ETF
+$434.2K
16,972
+48%
减持
GOOGL
ALPHABET INC CAP STK
+$381.5K
43,402
-0%
增持
RVTY
REVVITY INC
+$369.6K
15,775
+29%
增持
XLU
SELECT UTILITIES
+$360.9K
14,044
+57%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$360.6K
46,447
+11%
增持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
+$349.2K
86,900
+3%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$348.1K
81,944
-1%
增持
VHT
VANGUARD HEALTH CARE ETF
+$342.3K
9,598
+9%
增持
SNOW
SNOWFLAKE INC CLASS A
+$326.8K
6,448
+3%
增持
GOOG
ALPHABET INC CLASS C
+$326.7K
34,877
+0%
增持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
+$325.4K
29,675
+26%
增持
NVDA
NVIDIA CORP
+$321.3K
2,546
+18%
减持
CRWD
CROWDSTRIKE HOLDINGS
+$318.6K
4,512
-9%
增持
SPY
SPDR S&P 500 ETF
+$305.0K
4,770
+4%
减持
AGG
ISHARES TR CORE US AGGBD
+$303.2K
69,633
-1%
增持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
+$301.5K
115,972
+1%
清仓
—
US TREASU NT 1 625 10/23
-$299.2K
0
-100%
增持
CRM
SALESFORCE INC
+$292.9K
4,712
+1%
减持
NOC
NORTHROP GRUMMAN CO
+$292.8K
10,822
-0%
增持
SMH
VANECK SEMICONDUCTOR
+$279.5K
6,984
+8%
增持
ETON
ETON PHARMACEUTICALS INC
+$263.4K
563,110
+7%
增持
FDN
FIRST TRUST INTERNET INDEX CF ETF
+$254.1K
8,484
+2%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$252.2K
9,708
+11%
增持
AMD
ADVANCED MICRO DEVICE IN
+$248.1K
5,010
+5%
减持
MU
MICRON TECHNOLOGY INC
+$246.9K
15,322
-2%
增持
ICLN
ISHARES TR GL CLEAN ENE
+$242.2K
17,200
+883%
增持
CMF
ISHARES TR CALI AMT-FRE
+$240.8K
39,670
+6%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$234.1K
26,785
+8%
减持
VB
VANGUARD SMALL CAP ETF IV
+$227.7K
9,714
-0%
增持
TAXF
AMERICAN CENTURY
+$226.8K
14,800
+35%
增持
—
MEDTRONIC PLC
+$225.5K
18,267
+12%
减持
BX
BLACKSTONE INC
+$220.1K
20,923
-11%
增持
ITM
VANECK INTERMEDIATE
+$217.9K
16,120
+32%
增持
VXUS
VANGUARD TOTAL
+$214.3K
30,191
+5%
减持
BAC
BANK OF AMERICA CORP
+$212.8K
42,751
-5%
增持
BNDX
VANGUARD TOTAL
+$197.8K
19,044
+23%
增持
GBIL
GOLDMAN SACHS
+$197.2K
8,983
+29%
增持
AMGN
AMGEN INC
+$197.2K
10,222
+0%
增持
TLT
ISHARES 20 PLUS
+$192.9K
16,521
+2%
增持
JPM
JPMORGAN CHASE & CO
+$192.6K
5,846
+6%
增持
INMB
INMUNE BIO
+$190.2K
41,865
+1%
增持
ADBE
ADOBE INC
+$189.9K
2,126
+1%
减持
DIS
WALT DISNEY CO
-$182.7K
9,073
-27%
减持
PLSE
PULSE BIOSCIENCES
+$181.5K
34,175
-42%
建仓
PTLC
PACER TRENDPILOT
+$173.1K
4,000
增持
ITOT
ISHARES CORE
+$170.8K
12,390
+3%
减持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF IV
+$170.5K
65,316
-0%
减持
NEAR
ISHARES U S TR BLACKROCK ST MAT
-$165.4K
22,600
-14%
减持
INTC
INTEL CORP
+$159.4K
11,814
-3%
减持
CHTR
CHARTER COMMUNICATIONS
-$154.4K
2,184
-4%
减持
SDY
SPDR SERIES
+$153.1K
30,901
-4%
减持
GILD
GILEAD SCIENCES INC
+$150.7K
27,271
-1%
减持
EFV
ISHARES MSCI
-$141.5K
18,737
-18%
清仓
GNW
GENWORTH FINANCIAL
-$140.6K
0
-100%
减持
TOTL
SPDR DOUBLELINE
-$139.2K
4,800
-44%
增持
BOND
PIMCO ACTIVE BOND ETF
+$138.1K
13,452
+7%
清仓
ALGT
ALLEGIANT TRAVEL
-$134.5K
0
-100%
清仓
FGBPX
FIDELITY ADVISOR INVESTM
-$129.1K
0
-100%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$128.2K
1,525
+4%
减持
PFF
ISHARES U S
-$128.0K
3,729
-54%
减持
MSI
MOTOROLA SOLUTIONS
+$126.6K
3,453
-2%
建仓
—
NXP SEMICONDUCTORS F
+$126.3K
550
增持
IYW
ISHARES US TECHNOLOGY ETF
+$126.0K
7,057
+0%
增持
—
LAM RESEARCH CORPORATION
+$124.4K
767
+1%
增持
—
CRISPR THERAPEUTICS F
+$123.8K
7,061
+1%
增持
VFH
VANGUARD FINANCIALS
+$123.4K
7,310
+7%
减持
PFE
PFIZER INC
-$123.0K
9,399
-21%
增持
MUNI
PIMCO INTERMEDIATE
+$118.5K
37,893
+1%
减持
SPTM
SPDR PORTFOLIO
+$114.3K
28,119
-3%
增持
SHY
ISHARES 1-3YR
+$113.3K
29,889
+3%
增持
—
CATALENT INC
+$107.9K
21,273
+14%
减持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FI ETF
+$107.6K
49,957
-1%
减持
IDCC
INTERDIGITAL INC
+$105.9K
4,778
-7%
增持
AMLP
ALPS ALERIAN
+$104.7K
26,500
+9%
减持
OLCYX
INVESCO LIMITED TERM CA MUNICIPAL Y
-$103.4K
158,639
-20%
建仓
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$102.0K
101,978
增持
JNK
SPDR BLOOMBERG
+$101.0K
5,633
+18%
减持
C
CITIGROUP INC
+$100.9K
10,784
-2%
减持
AIVL
WISDOMTREE U S
+$98.5K
17,932
-2%
增持
ATOM
ATOMERA INC
+$97.2K
91,175
+5%
减持
DLX
DELUXE CORP
+$95.2K
60,985
-5%
增持
TBIL
US TREASURY 3 MONTH BILLETF
+$93.5K
2,880
+188%
增持
HROW
HARROW INC
+$92.8K
212,314
+34%
建仓
FXAIX
FIDELITY 500 INDEX
+$91.2K
550
增持
FDLO
FIDELITY COVINGTON
+$90.2K
12,105
+7%
减持
F
FORD MTR CO DEL
-$89.8K
12,400
-36%
增持
FCX
FREEPORT-MCMORAN INC
+$87.8K
4,834
+53%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$87.1K
5,589
-27%
减持
SUSA
ISHARES MSCI
+$86.7K
9,768
-2%
减持
—
CHARGEPOINT HOLDINGS
-$85.1K
10,920
-51%
减持
ABBV
ABBVIE INC
+$84.9K
17,889
-1%
增持
TAN
INVESCO SOLAR
+$84.4K
4,181
+56%
建仓
WOBDX
JPMORGAN CORE BOND I
+$83.3K
8,091
减持
—
COLUMBIA INTL
+$81.4K
51,515
-1%
减持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
+$80.3K
85,950
-0%
建仓
SPLB
SPDR PORTFOLIO
+$79.7K
3,350
增持
WDAY
WORKDAY INC CLASS A
+$79.5K
1,004
+9%
减持
—
LUMINAR TECHNOLOGIES
-$76.2K
9,850
-59%
减持
FDX
FEDEX CORP
-$72.9K
5,439
-1%
减持
—
AMARIN CORP
-$72.9K
119,485
-38%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
+$72.5K
41,108
-0%
增持
HYD
VANECK HIGH
+$71.5K
18,620
+3%
增持
HMOP
HARTFORD MUNICIPAL OPPORTNITS ETF
+$70.8K
19,250
+4%
增持
AIQ
GLOBAL X FUND GLB X ART INTL TGY ETF
+$70.3K
2,600
+550%
增持
VUG
VANGUARD GROWTH
+$69.1K
1,244
+7%
减持
CMCSA
COMCAST CORP
-$66.0K
8,029
-15%
增持
FZIIX
FIDELITY ADVISOR INTERM MUNI INC I
+$64.6K
115,112
+0%
增持
HTRB
HARTFORD TOTAL RETURN ETF
+$63.4K
20,250
+4%
增持
PYPL
PAYPAL HOLDINGS INCORPOR
+$60.1K
17,888
+1%
增持
NFLX
NETFLIX INC
+$57.5K
509
+1%
建仓
—
TFF PHARMACEUTICALS
+$57.1K
8,136
清仓
HBAN
HUNTINGTON BANCSHARES
-$55.7K
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$54.5K
20,096
-3%
增持
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$54.1K
1,113
+24%
