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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 68
减持 64
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.7M
91,401
-4%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$2.1M
126,985
+7%
增持
NVDA
NVIDIA CORP
+$1.9M
3,611
+42%
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。
增持
AMZN
AMAZON COM INC
+$1.7M
53,039
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.6M
54,908
+3%
减持
UBER
UBER TECHNOLOGIES INC
+$1.5M
142,058
-7%
减持
META
META PLATFORMS INC CLASS A
+$1.3M
14,064
-10%
减持
BX
BLACKSTONE INC
-$1.0M
12,970
-38%
增持
AVGO
BROADCOM INC
+$972.0K
2,578
+16%
减持
MSFT
MICROSOFT CORP
+$846.9K
24,535
-3%
建仓
CGBL
CAPITAL GROUP
+$795.6K
27,330
建仓
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES
+$782.1K
782,085
减持
TPC
TUTOR PERINI CORP
+$688.3K
315,115
-26%
增持
CHTR
CHARTER COMMUNICATIONS
+$665.9K
5,212
+139%
减持
BA
BOEING COMPANY
-$642.6K
8,416
-3%
增持
—
SUPER MICRO COMPUTER
+$626.1K
605
+12000%
增持
IEFA
ISHARES TR CORE MSCI
+$613.3K
109,912
+2%
减持
QCOM
QUALCOMM INC
+$580.6K
23,749
-0%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$519.9K
31,561
-4%
减持
MU
MICRON TECHNOLOGY INC
+$488.1K
14,972
-2%
减持
GOOGL
ALPHABET INC CAP STK
+$463.6K
43,102
-1%
减持
LLY
ELI LILLY
+$442.7K
2,276
-0%
减持
HROW
HARROW INC
+$420.6K
211,579
-0%
减持
PBI
PITNEY BOWES
-$405.8K
655,264
-11%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$404.4K
19,892
+23%
增持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$396.6K
19,220
+7%
增持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$394.5K
21,306
+2%
减持
ABBV
ABBVIE INC
+$394.2K
17,399
-3%
增持
SMH
VANECK SEMICONDUCTOR
+$363.5K
7,044
+1%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$362.3K
81,829
-0%
增持
SPY
SPDR S&P 500 ETF
+$361.4K
5,026
+5%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$352.3K
33,553
-1%
增持
VHT
VANGUARD HEALTH CARE ETF
+$349.6K
10,196
+6%
减持
USFR
WISDOMTREE FLOATING RATETREASRY ETF
-$346.3K
6,506
-51%
增持
XLE
SECTOR ENERGY
+$342.2K
9,805
+41%
减持
URI
UNITED RENTALS
-$334.9K
5,148
-27%
增持
NEAR
ISHARES U S TR BLACKROCK ST MAT
+$316.5K
28,900
+28%
增持
ETON
ETON PHARMACEUTICALS INC
-$314.1K
573,960
+2%
增持
COST
COSTCO WHOLESALE CO
+$312.0K
1,102
+49%
增持
KWEB
KRANESHARES TR CSI CHI
+$305.3K
11,725
+11625%
增持
ORCL
ORACLE CORP
+$299.7K
14,855
+0%
减持
CI
CIGNA GROUP
+$299.2K
4,966
-1%
建仓
HABDX
HARBOR CORE PLUS INSTITUTIONAL
+$298.8K
29,818
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$294.9K
845
-45%
增持
IMCG
ISHARES MORNINGSTAR
+$290.8K
7,032
+122%
减持
USMV
ISHARES MSCI
-$279.8K
3,585
-52%
减持
GILD
GILEAD SCIENCES INC
-$278.8K
26,374
-3%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$267.4K
13,870
-15%
增持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES
+$263.1K
365,035
+258%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$261.3K
8,563
+11%
减持
SNOW
SNOWFLAKE INC CLASS A
-$259.5K
6,348
-2%
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$244.1K
3,469
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$240.7K
50,192
+8%
减持
BCO
BRINKS COMPANY
-$238.5K
32,070
-12%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$232.7K
10,228
+5%
增持
BNDX
VANGUARD TOTAL
+$232.2K
23,831
+25%
减持
UNH
UNITEDHEALTH GROUP
-$232.0K
1,983
-14%
减持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
-$231.3K
79,850
-7%
增持
SDY
SPDR SERIES
+$224.1K
31,132
+1%
建仓
JAVA
JPMORGAN ACTIVE VALUE ETF
+$222.6K
3,731
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$220.0K
53,602
+4%
减持
GLD
SPDR GOLD SHARES ETF
+$219.2K
22,444
-2%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$219.1K
3,161
+2%
减持
DLX
DELUXE CORP
-$214.6K
53,110
-13%
减持
ADBE
ADOBE INC
-$205.7K
2,106
-1%
减持
RVTY
REVVITY INC
-$205.5K
14,465
-8%
减持
SHOP
SHOPIFY INC FCLASS A
-$203.4K
44,040
-5%
增持
FDVV
FIDELITY COVINGTON
+$201.2K
12,465
+45%
增持
BAC
BANK OF AMERICA CORP
+$181.6K
42,831
+0%
减持
DKNG
DRAFTKINGS INC
+$181.3K
35,905
-13%
增持
AMD
ADVANCED MICRO DEVICE IN
+$179.9K
5,054
+1%
增持
—
TFF PHARMACEUTICALS
+$179.8K
39,225
+382%
增持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
+$172.7K
32,657
+10%
减持
JPM
JPMORGAN CHASE & CO
+$169.9K
5,816
-1%
减持
TBCH
TURTLE BEACH CORP
+$156.0K
26,050
-3%
增持
FDLO
FIDELITY COVINGTON
+$155.2K
14,175
+17%
减持
SPTM
SPDR PORTFOLIO
+$153.5K
28,013
-0%
减持
OLCYX
INVESCO LIMITED TERM CA MUNICIPAL Y
-$145.4K
125,486
-21%
增持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$145.2K
143,050
+1%
增持
XLU
SELECT UTILITIES
+$140.6K
15,694
+12%
增持
ITOT
ISHARES CORE
+$139.4K
12,517
+1%
减持
FDN
FIRST TRUST ETF INDEX CF ETF
+$138.7K
8,392
-1%
减持
PLSE
PULSE BIOSCIENCES
-$138.2K
32,160
-6%
减持
VB
VANGUARD SMALL CAP ETF IV
+$138.1K
9,683
-0%
增持
AMLP
ALPS ALERIAN
+$136.3K
26,614
+0%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$132.8K
24,553
-5%
建仓
XMHQ
INVESCO S AND P MIDCAP QUALTY ETF
+$125.1K
1,141
建仓
CDNS
CADENCE DESIGN SYS
+$124.9K
400
增持
CVX
CHEVRON CORP
+$124.8K
3,124
+27%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$120.7K
14,098
+6%
减持
ATOM
ATOMERA INC
-$118.2K
84,570
-7%
减持
—
CATALENT INC
+$118.1K
19,023
-11%
增持
HMOP
HARTFORD MUNICIPAL OPPORTNITS ETF
+$113.8K
22,250
+16%
增持
MLN
VANECK LONG
+$113.4K
32,800
+25%
减持
C
CITIGROUP INC
+$113.2K
10,559
-2%
减持
CVS
CVS HEALTH CORP
-$108.0K
60,498
-3%
增持
GBIL
GOLDMAN SACHS
+$105.0K
9,921
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$101.5K
1,495
+17%
增持
MUST
COLUMBIA MULTI SECTOR MUNIC INCM ETF
+$100.9K
14,000
+56%
建仓
—
INVSC BULLETSHARES 2025 CRP BND ETF
+$99.6K
4,875
建仓
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
+$98.4K
5,116
建仓
BSCT
INVSC BLTSHRS 2029 CORP BND ETF
+$97.9K
5,380
增持
EOG
EOG RESOURCES INC
+$96.0K
1,590
+77%
减持
HPE
HEWLETT PACKARD
-$93.9K
62,738
-12%
增持
VFH
VANGUARD FINANCIALS
+$92.8K
7,493
+3%
减持
CMCSA
COMCAST CORP
-$92.2K
5,994
-25%
增持
SOXX
ISHARES SEMICONDUCTOR
+$89.0K
2,778
+197%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$88.7K
25,908
-3%
增持
MPC
MARATHON PETROLEUM
+$87.8K
1,311
+10%
减持
TLT
ISHARES 20 PLUS
-$85.7K
16,358
-1%
增持
VOO
VANGUARD S&P
+$84.2K
912
+12%
增持
XLP
SPDR FUND CONSUMER STAPLES ETF
+$83.9K
17,109
+1%
增持
BIIB
BIOGEN INC
-$80.7K
2,154
+2%
减持
INTC
INTEL CORP
-$80.5K
11,614
-2%
增持
—
EXXON MOBIL CORP
+$80.3K
4,307
+2%
减持
AMGN
AMGEN INC
-$79.6K
10,083
-1%
增持
EFV
ISHARES MSCI
+$77.1K
19,362
+3%
清仓
—
SPLUNK INC
-$76.2K
0
-100%
减持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
-$75.7K
85,850
-1%
增持
COP
CONOCOPHILLIPS
+$75.5K
1,500
+50%
减持
GOOG
ALPHABET INC CLASS C
+$75.5K
32,468
-7%
建仓
TCAF
T ROWE
+$74.8K
2,475
减持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF IV
-$74.5K
64,266
-2%
增持
AIQ
GLOBAL X FUND GLB X ART INTL TGY ETF
+$71.8K
4,500
+73%
减持
JNJ
JOHNSON & JOHNSON
-$71.3K
4,194
-10%
增持
TSLA
TESLA MTRS INC
-$69.4K
3,457
+27%
增持
FCX
FREEPORT-MCMORAN INC
+$69.3K
5,835
+21%
减持
MXL
MAXLINEAR INC
-$69.3K
775
-78%
减持
INMB
INMUNE BIO
-$67.3K
34,390
-18%
增持
WMT
WALMART INC
+$66.6K
8,742
+200%
增持
PFE
PFIZER INC
+$66.5K
12,150
+29%
建仓
GQGIX
GQG PARTNERS EMERGING MARKETS EQUITYINST
+$66.5K
3,780
减持
IYW
ISHARES US TECHNOLOGY ETF
+$66.4K
6,901
-2%
清仓
KLAC
KLA CORP
-$65.7K
0
-100%
增持
—
JPMORGAN EQUITY ETF INCOME I
+$64.0K
7,197
+154%
减持
NKE
NIKE INC CLASS B
-$63.7K
3,832
-1%
增持
—
CRISPR THERAPEUTICS F
+$61.9K
7,393
+5%
建仓
TDG
TRANSDIGM GROUP INC
+$60.7K
50
减持
FTSM
FIRST TRUST
-$59.8K
4,421
-18%
增持
IVV
ISHARES CORE S&P 500 ETF
+$59.7K
634
+11%
增持
AXON
AXON ENTERPRISE INC
+$58.4K
270
+170%
建仓
GSIMX
GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL
+$57.7K
2,554
建仓
CMG
CHIPOTLE MEXICAN GRL
+$57.5K
20
建仓
SMIZ
ZACKS SMALL MID CAP ETF
+$57.3K
1,822
增持
HYD
VANECK HIGH
+$55.2K
19,451
+4%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
+$54.3K
265
+96%
减持
AIVL
WISDOMTREE U S
+$54.0K
17,428
-3%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
+$53.6K
17,210
-4%
增持
JNK
SPDR BLOOMBERG
+$52.8K
6,160
+9%
减持
NOC
NORTHROP GRUMMAN CO
+$51.4K
10,805
-0%
