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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 17
增持 72
减持 59
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$3.5M
90,906
-1%
减持
HROW
HARROW INC
+$1.6M
209,944
-1%
清仓
—
COLUMBIA INTL
-$1.6M
0
-100%
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。
建仓
INEQ
COLUMBIA TR I
+$1.6M
51,515
增持
NVDA
NVIDIA CORP
+$1.4M
37,400
+936%
减持
GOOGL
ALPHABET INC CAP STK
+$1.3M
42,772
-1%
减持
TPC
TUTOR PERINI CORP
+$1.2M
262,712
-17%
增持
CVS
CVS HEALTH CORP
-$1.2M
61,661
+2%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$1.1M
31,546
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$949.2K
137,168
-3%
减持
GOOG
ALPHABET INC CLASS C
+$946.0K
32,366
-0%
减持
NOC
NORTHROP GRUMMAN CO
-$759.9K
9,996
-7%
增持
MSFT
MICROSOFT CORP
+$753.3K
24,808
+1%
增持
AMZN
AMAZON COM INC
+$742.6K
53,444
+1%
增持
AVGO
BROADCOM INC
+$715.6K
2,593
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$658.6K
55,808
+2%
减持
QCOM
QUALCOMM INC
+$609.7K
23,306
-2%
减持
SHOP
SHOPIFY INC FCLASS A
-$533.6K
43,520
-1%
增持
SPY
SPDR S&P 500 ETF
+$512.2K
5,771
+15%
增持
CGBL
CAPITAL GROUP
+$510.5K
43,930
+61%
建仓
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$446.2K
446,169
增持
PLSE
PULSE BIOSCIENCES
+$431.6K
63,600
+98%
增持
UNH
UNITEDHEALTH GRP INC
+$428.1K
2,767
+40%
增持
URI
UNITED RENTALS
-$379.7K
5,153
+0%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$371.6K
16,798
+19%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$369.5K
55,287
+10%
减持
PBI
PITNEY BOWES
+$350.6K
627,539
-4%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$344.0K
9,683
+13%
减持
COHR
COHERENT CORP
+$334.3K
29,396
-1%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$320.5K
24,030
-2%
增持
META
META PLATFORMS INC CLASS A
+$303.0K
14,167
+1%
增持
AMGN
AMGEN INC
+$294.2K
10,109
+0%
减持
LLY
ELI LILLY AND CO
+$282.8K
2,268
-0%
减持
DKNG
DRAFTKINGS INC
-$277.5K
35,445
-1%
建仓
—
MFS CA MUNICIPAL BOND A
+$264.5K
47,407
减持
KWEB
KRANESHARES TR CSI CHI
-$255.5K
2,000
-83%
增持
TCAF
T ROWE
+$240.1K
10,025
+305%
增持
MLN
VANECK LONG
+$238.4K
46,423
+42%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$234.9K
22,819
+12%
增持
ORCL
ORACLE CORP
+$234.6K
14,875
+0%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$234.0K
10,690
-23%
减持
ABBV
ABBVIE INC
-$229.1K
17,125
-2%
增持
AGG
ISHARES TR CORE US AGGBD
+$227.0K
73,666
+4%
增持
ETON
ETON PHARMACEUTICALS INC
-$226.4K
585,400
+2%
减持
DIS
WALT DISNEY CO
-$221.4K
6,108
-10%
减持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
-$216.0K
77,250
-3%
建仓
VRT
VERTIV HOLDINGS
+$210.8K
2,435
减持
CRWD
CROWDSTRIKE HOLDINGS
+$207.7K
3,446
-1%
增持
HMOP
HARTFORD MUNICIPAL OPPORTNITS ETF
+$203.2K
27,560
+24%
减持
HPE
HEWLETT PACKARD
+$201.2K
62,048
-1%
减持
TRMB
TRIMBLE INC
-$196.5K
20,305
-2%
增持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
+$191.8K
89,930
+5%
建仓
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
+$190.0K
190,000
增持
DELL
DELL TECHNOLOGIES
+$189.0K
1,468
+1144%
减持
AMAT
APPLIED MATERIALS
+$186.9K
6,328
-0%
增持
VXUS
VANGUARD TOTAL
+$183.9K
33,241
+10%
增持
SHM
SPDR NUVEEN
+$183.7K
34,124
+13%
增持
—
ENVVENO MED
+$183.1K
38,762
+934%
增持
CRM
SALESFORCE INC
-$183.0K
4,812
+2%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$180.6K
140,310
-2%
减持
GLD
SPDR GOLD SHARES ETF
+$178.2K
22,306
-1%
减持
CI
THE CIGNA GROUP
-$175.5K
4,925
-1%
增持
FDLO
FIDELITY COVINGTON
+$175.1K
17,031
+20%
减持
AIVL
WISDOMTREE U S
-$174.6K
16,024
-8%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
-$172.9K
16,727
-3%
增持
VNQ
VANGUARD REAL
+$167.7K
7,341
+25%
减持
TAN
INVESCO SOLAR
-$166.5K
577
-86%
增持
COST
COSTCO WHOLESALE CO
+$160.9K
1,132
+3%
减持
BCO
BRINKS COMPANY
+$160.5K
30,499
-5%
增持
HTRB
HARTFORD TOTAL RETURN ETF
+$158.6K
25,550
+23%
增持
ATOM
ATOMERA INC
-$156.3K
95,720
+13%
减持
INTC
INTEL CORP
-$155.0K
11,564
-0%
增持
—
TFF PHARMACEUTICALS
-$153.1K
50,491
+29%
增持
ITOT
ISHARES CORE
+$150.7K
13,420
+7%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FI ETF
+$150.2K
55,677
+8%
建仓
—
CAPITAL ONE, NTN 3 25 24CD FDIC INS DUE 08/26/24US
+$149.5K
150,000
增持
BNDX
VANGUARD TOTAL
+$135.4K
26,867
+13%
增持
SBUX
STARBUCKS CORP
-$131.7K
13,220
+3%
增持
IJS
ISHARES S&P
+$130.6K
1,521
+795%
增持
ADBE
ADOBE INC
+$127.3K
2,142
+2%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$125.6K
54,779
+2%
减持
HPQ
HP INC
+$122.0K
28,502
-2%
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES
-$120.0K
662,085
-15%
增持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$117.5K
20,270
+5%
减持
VB
VANGUARD SMALL CAP ETF
-$115.8K
9,583
-1%
增持
SNOW
SNOWFLAKE INC CLASS A
+$107.5K
8,373
+32%
增持
HYD
VANECK HIGH
+$107.4K
21,761
+12%
增持
GILD
GILEAD SCIENCES INC
-$104.4K
26,526
+1%
增持
VHT
VANGUARD HEALTH CARE ETF
+$101.2K
10,741
+5%
增持
—
CRISPR THERAPEUTICS F
-$100.8K
7,463
+1%
建仓
—
AMERICAN EXPRESS 4 2 24CD FDIC INS DUE 09/30/24US
+$100.7K
101,000
建仓
VCSH
VANGUARD SHORT TERM COR BD ETF
+$100.7K
1,303
减持
BX
BLACKSTONE INC
-$98.8K
12,965
-0%
减持
CHTR
CHARTER COMMUNICATIONS
-$97.1K
4,742
-9%
增持
BIIB
BIOGEN INC
+$95.9K
2,414
+12%
减持
BA
BOEING COMPANY
-$92.0K
8,366
-1%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
+$91.5K
10,728
+5%
增持
—
MEDTRONIC PLC
-$89.4K
17,584
+4%
减持
IYW
ISHARES US TECHNOLOGY ETF
+$88.4K
6,785
-2%
减持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
-$88.1K
36,391
-4%
增持
FDVV
FIDELITY COVINGTON
+$86.2K
13,916
+12%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$86.1K
5,803
+25%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$83.0K
4,247
-25%
增持
ICF
ISHARES COHEN
+$80.3K
8,934
+19%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
-$79.4K
81,795
-0%
减持
OLCYX
INVESCO LIMITED TERM CA MUNICIPAL Y
-$79.2K
87,412
-30%
增持
AIQ
GLOBAL X FUND GLB X ART INTL TGY ETF
+$79.0K
6,550
+46%
减持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$78.2K
63,099
-2%
增持
XLU
SELECT UTILITIES
+$78.2K
16,371
+4%
增持
NVO
NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$77.3K
1,826
+28%
减持
DOW
DOW INC
-$75.1K
162
-89%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$74.8K
21,592
+9%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$74.3K
21,957
+7%
清仓
KARS
KRANESHARES ELECTRIC
-$73.0K
0
-100%
减持
NKE
NIKE INC CLASS B
-$72.7K
3,782
-1%
增持
SDY
SPDR SERIES
+$69.4K
32,672
+5%
建仓
PAVE
GLOBAL X
+$69.3K
1,873
减持
MSI
MOTOROLA SOLUTIONS
+$67.4K
2,991
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
+$64.9K
41,225
-1%
增持
SPTM
SPDR PORTFOLIO
+$63.2K
28,037
+0%
增持
NEAR
ISHARES U S TR BLACKROCK ST MAT
+$63.0K
30,200
+4%
建仓
PBJ
INVESCO FOOD
+$59.2K
1,296
增持
IWD
ISHARES RUSSELL
+$58.2K
744
+86%
增持
AMD
ADVANCED MICRO DEVICE IN
-$58.0K
5,304
+5%
增持
PENN
PENN ENTERTAINMENT
+$57.0K
19,199
+11%
减持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES
-$56.6K
308,428
-16%
增持
BMY
BRISTOL-MYERS SQUIBB
-$55.2K
7,493
+11%
增持
IDCC
INTERDIGITAL INC
+$54.0K
4,818
+1%
减持
TIP
ISHARES TR TIPS BD
-$53.9K
1,336
-27%
减持
WDAY
WORKDAY INC CLASS A
-$53.8K
984
-2%
建仓
LTRN
LANTERN PHARMA
+$53.7K
11,500
建仓
IWF
ISHARES RUSSELL
+$52.9K
145
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$51.5K
858
+2%
减持
BAC
BANK OF AMERICA CORP
+$50.9K
42,242
-1%
建仓
GEV
GE VERNOVA
+$50.1K
292
建仓
—
JHANCOCK US GLOBAL LEADERS GROWTH I
+$48.7K
629
减持
CSCO
CISCO SYSTEMS INC
-$48.6K
18,679
-1%
减持
DLX
DELUXE CORP
+$47.0K
50,780
-4%
增持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$45.2K
21,802
+2%
减持
TGT
TARGET CORP
-$44.6K
1,594
-5%
减持
LOW
LOWES COMPANIES INC
-$43.9K
801
-8%
建仓
EIVIX
ALLSPRING SPECIAL LARGE CAP VALUE INST
+$43.0K
3,140
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$42.8K
3,819
+10%
减持
BOND
PIMCO ACTIVE BOND ETF
-$42.6K
13,251
-3%
建仓
—
SIGNATURE BANK 4 6 24CD FDIC INS DUE 07/15/24US
+$42.0K
42,000
减持
WMT
WALMART INC
+$41.2K
8,509
-3%
建仓
SYFI
AB ACTIVE
+$40.9K
1,164
增持
IUSB
ISHARES CORE TOTAL USD BOND MARK ETF
+$39.6K
118,715
+2%
增持
JPM
JPMORGAN CHASE & CO
+$37.7K
5,945
+2%
减持
TSLA
TESLA MTRS INC
+$37.1K
3,312
-4%
