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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 7
增持 84
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
HROW
HARROW INC
+$3.1M
165,944
-21%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$2.2M
137,257
+6%
增持
ETON
ETON PHARMACEUTICALS INC
+$1.8M
618,675
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。
+6%
增持
VTI
VANGUARD TOTAL STOCK
+$1.5M
57,959
+4%
建仓
RISN
NORTHERN LIGHTS
+$1.3M
49,483
减持
AAPL
APPLE INC
+$1.3M
90,003
-1%
减持
PBI
PITNEY BOWES
+$1.3M
622,839
-1%
减持
TPC
TUTOR PERINI CORP
+$1.2M
253,748
-3%
增持
AVUV
AVANTIS US SMALL CAP
+$946.0K
30,047
+39%
增持
IEFA
ISHARES TR CORE MSCI
+$848.4K
115,234
+3%
减持
URI
UNITED RENTALS
+$832.7K
5,144
-0%
增持
META
META PLATFORMS INC
+$821.7K
14,172
+0%
减持
GOOGL
ALPHABET INC
-$706.8K
42,560
-0%
增持
QCOM
QUALCOMM INC
-$700.5K
23,360
+0%
减持
NOC
NORTHROP GRUMMAN CO
+$647.6K
9,917
-1%
减持
GLD
SPDR GOLD SHARES ETF
+$614.4K
22,281
-0%
增持
CGBL
CAPITAL GROUP
+$591.6K
61,117
+39%
增持
SDY
SPDR SERIES
+$547.3K
33,107
+1%
减持
VCR
VANGUARD CONSUMER
+$541.5K
21,792
-0%
减持
BA
BOEING COMPANY
-$501.6K
6,496
-22%
增持
ABBV
ABBVIE INC
+$466.1K
17,296
+1%
减持
COHR
COHERENT CORP
+$462.2K
29,156
-1%
减持
NVDA
NVIDIA CORP
-$454.2K
36,810
-2%
增持
MSFT
MICROSOFT CORP
-$448.9K
24,826
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$441.3K
130,928
-5%
增持
GOOG
ALPHABET INC
-$426.6K
32,606
+1%
增持
GILD
GILEAD SCIENCES INC
+$423.4K
27,443
+3%
增持
IEMG
ISHARES CORE MSCI
+$418.6K
58,894
+7%
增持
VXUS
VANGUARD TOTAL
+$408.5K
37,271
+12%
增持
DKNG
DRAFTKINGS INC
+$404.4K
44,830
+26%
增持
ORCL
ORACLE CORP
+$398.4K
14,961
+1%
减持
BCO
BRINKS COMPANY
+$394.8K
30,421
-0%
减持
MU
MICRON TECHNOLOGY INC
-$392.8K
14,902
-0%
增持
CVS
CVS HEALTH CORP
+$380.5K
64,517
+5%
增持
MINT
PIMCO ENHANCED SHRT
+$379.7K
58,540
+7%
减持
JPST
JPMORGAN ULTRA SHORT
-$378.7K
132,275
-6%
增持
XLV
SELECT SECTOR HEALTH
+$378.2K
21,675
+7%
增持
AGG
ISHARES TR CORE US AGGBD
+$368.8K
74,342
+1%
增持
BNDX
VANGUARD TOTAL
+$364.1K
33,248
+24%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$361.3K
11,333
+17%
增持
FVD
FIRST TRUST VALUE
+$354.4K
38,477
+14%
减持
RVTY
REVVITY INC
+$321.1K
14,255
-0%
减持
SHOP
SHOPIFY INC F
+$312.7K
42,320
-3%
增持
SNOW
SNOWFLAKE INC
+$307.0K
12,344
+47%
减持
BABA
ALIBABA GROUP HLDG LTD F
+$306.9K
10,150
-5%
减持
USFR
WISDOMTREE FLOATING
-$303.8K
469
-93%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
+$300.8K
16,712
-0%
减持
VIG
VANGUARD DIVIDEND
+$289.9K
32,637
-3%
增持
IJR
ISHARES CORE S&P SMALL
+$272.9K
22,357
+2%
增持
AMZN
AMAZON COM INC
-$271.1K
54,073
+1%
增持
GBIL
GOLDMAN SACHS
+$266.3K
12,465
+27%
减持
PLSE
PULSE BIOSCIENCES
+$252.9K
54,996
-14%
增持
—
CONFLUENT INC
+$246.7K
12,253
+11796%
增持
VHT
VANGUARD HEALTH CARE
+$246.1K
11,013
+3%
增持
XLP
SPDR FUND CONSUMER
+$237.5K
18,867
+9%
减持
XLK
TECHNOLOGY SELECT SECTOR
-$231.1K
23,312
-3%
减持
LLY
ELI LILLY AND CO
-$221.7K
2,068
-9%
增持
XLE
SECTOR ENERGY
+$215.9K
13,076
+28%
减持
XLF
SELECT STR FINANCIAL
+$210.3K
79,683
-3%
增持
GDX
VANECK GOLD
+$209.7K
10,920
+65%
减持
QQQ
INVSC QQQ TRUST SRS 1
-$203.8K
30,585
-3%
减持
UNH
UNITEDHEALTH GRP INC
+$203.5K
2,759
-0%
增持
BRK/B
BERKSHIRE HATHAWAY
+$194.9K
3,291
+3%
增持
AIVL
WISDOMTREE U S
+$191.6K
16,090
+0%
减持
DLX
DELUXE CORP
-$191.3K
48,705
-4%
减持
IUSB
ISHARES CORE TOTAL USD
+$188.8K
118,079
-1%
增持
MLN
VANECK LONG
+$188.3K
55,596
+20%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT
+$187.4K
42,049
+2%
增持
XLU
SELECT UTILITIES
+$181.5K
16,521
+1%
减持
BX
BLACKSTONE INC
+$178.9K
11,650
-10%
减持
MSI
MOTOROLA SOLUTIONS
+$174.9K
2,957
-1%
增持
SMMU
PIMCO SHORT TERM MUNI
+$174.1K
79,829
+3%
增持
BOND
PIMCO ACTIVE BOND ETF
+$173.7K
14,681
+11%
增持
IBB
ISHARES BIOTECHNOLOGY
+$171.6K
17,002
+1%
增持
VDC
VANGUARD CONSUMER
+$167.1K
10,769
+0%
增持
VB
VANGUARD SMALL CAP ETF
+$164.4K
9,627
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$152.5K
1,475
-1%
增持
RSP
INVESCO S&P
+$148.3K
1,286
+157%
增持
FIXD
FIRST TRUST TCW
+$145.2K
56,346
+1%
增持
HMOP
HARTFORD MUNICIPAL
+$145.1K
30,859
+12%
增持
EFV
ISHARES MSCI
+$142.6K
21,017
+5%
增持
ICF
ISHARES COHEN
+$130.6K
9,748
+9%
增持
SWVXX
SCHWAB VALUE ADVANTAGE M
+$128.1K
436,508
+42%
建仓
WWJD
NORTHERN LIGHTS
+$119.1K
3,688
减持
IDCC
INTERDIGITAL INC
+$118.7K
4,803
-0%
建仓
BOXX
EA SERIES TRUST ALPHA ARCH
+$118.6K
1,100
建仓
VGK
VANGUARD FTSE
+$113.8K
1,600
减持
INTC
INTEL CORP
-$112.8K
10,376
-10%
增持
ITOT
ISHARES CORE
+$112.3K
13,583
+1%
增持
TLT
ISHARES 20 PLUS
+$110.1K
16,953
+0%
清仓
SEEGX
JPMORGAN LARGE CAP GROWTH I
-$104.6K
0
-100%
增持
HYD
VANECK HIGH
+$103.7K
23,133
+6%
减持
AMGN
AMGEN INC
+$103.4K
10,046
-1%
增持
ITM
VANECK INTERMEDIATE
+$102.5K
18,876
+10%
增持
FCAL
FRST TR CLFRNA MNCPL HGH
+$100.6K
90,830
+1%
增持
WMT
WALMART INC
+$99.3K
8,510
+0%
增持
SMH
VANECK SEMICONDUCTOR
-$96.1K
7,090
+1%
减持
—
CRISPR THERAPEUTICS F
-$95.2K
6,442
-14%
减持
VNQ
VANGUARD REAL
+$95.1K
7,288
-1%
减持
SPTM
SPDR PORTFOLIO
+$94.9K
27,906
-0%
增持
—
ENVVENO MED
+$93.4K
88,375
+128%
增持
SHY
ISHARES 1-3YR
+$93.3K
30,843
+2%
增持
INEQ
COLUMBIA TR I
+$92.3K
51,790
+1%
减持
AIQ
GLOBAL X FUND GLB X ART
-$91.8K
3,950
-40%
增持
DIA
SPDR DOW JONES
+$91.1K
465
+75%
增持
SWTXX
SCHWAB MUNICIPAL MONEY I
+$90.9K
537,071
+20%
增持
SPLB
SPDR PORTFOLIO
+$87.6K
8,423
+64%
减持
SPY
SPDR S&P 500 ETF
+$86.2K
5,672
-2%
增持
FCX
FREEPORT-MCMORAN INC
+$85.8K
7,867
+33%
增持
TIMUX
TRANSAMERICA INTERMEDIAT
+$84.0K
41,857
+22%
清仓
WOBDX
JPMORGAN CORE BOND I
-$81.6K
0
-100%
增持
ANIX
ANIXA BIOSCIENCES
+$79.5K
35,000
+152%
减持
CSCO
CISCO SYSTEMS INC
+$77.6K
18,221
-2%
减持
—
STERIS PLC
+$77.1K
3,495
-0%
增持
VFH
VANGUARD FINANCIALS ETF
+$76.7K
7,492
+0%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$76.4K
4,988
+45%
增持
BMY
BRISTOL-MYERS SQUIBB
+$75.4K
7,500
+0%
减持
BND
VANGUARD TOTAL BOND
+$75.4K
25,607
-0%
减持
SBUX
STARBUCKS CORP
+$74.2K
12,708
-4%
增持
LULU
LULULEMON ATHLETICA
+$72.4K
300
+900%
增持
FMB
FIRST TRUST MANAGED
+$71.8K
63,442
+1%
增持
FDVV
FIDELITY COVINGTON
+$71.4K
14,262
+2%
减持
HD
HOME DEPOT INC
+$69.5K
1,301
-2%
建仓
XCEM
COLUMBIA EM
+$69.3K
2,121
减持
—
CATALENT INC
+$68.0K
18,448
-1%
增持
—
TFF PHARMACEUTICALS
+$67.5K
75,264
+49%
减持
IWD
ISHARES RUSSELL
-$64.5K
344
-54%
减持
RTX
RTX CORP
+$64.1K
3,501
-1%
减持
JNJ
JOHNSON & JOHNSON
+$60.4K
4,289
-1%
增持
ATOM
ATOMERA INC
-$60.4K
115,700
+21%
清仓
—
FIDELITY ADVISOR BALANCED A
-$60.2K
0
-100%
增持
LTRN
LANTERN PHARMA
+$58.8K
30,650
+167%
增持
JNK
SPDR BLOOMBERG
+$58.6K
6,742
+6%
增持
XBI
SPDR SERIES
+$56.1K
6,170
+3%
增持
MUB
ISHARES NATIONAL MUNI
+$54.9K
22,895
+0%
建仓
SWGXX
SCHWAB GOVERNMENT MONEY
+$54.5K
54,524
减持
CRM
SALESFORCE INC
+$53.4K
4,792
-0%
增持
NEAR
ISHARES U S TR BLACKROCK ST MAT
+$52.9K
30,900
+2%
清仓
KWEB
KRANESHARES TR CSI CHI
-$52.5K
0
-100%
减持
CHTR
CHARTER COMMUNICATIONS
-$49.4K
4,222
-11%
增持
IJS
ISHARES S&P
+$48.4K
1,824
+20%
增持
GE
GE AEROSPACE
+$48.1K
1,245
+6%
增持
XLY
SPDR FUND CONSUMER
+$47.8K
1,351
+13%
减持
MUST
COLUMBIA MULTI SECTOR
-$47.7K
11,500
-18%
增持
AMD
ADVANCED MICRO DEVICE IN
-$45.5K
5,407
+2%
增持
JEPI
JPMORGAN EQUITY ETF
+$45.3K
1,600
+100%
减持
DSI
ISHARES MSCI
-$44.7K
1,355
-27%
建仓
JEPQ
JP MORGAN
+$44.2K
805
减持
CMF
ISHARES CALIFORNIA MUNI
+$43.6K
40,820
-0%
增持
DBA
INVESCO MULTI
+$43.3K
8,514
+13%
