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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 58
减持 73
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
ETON
ETON PHARMACEUTICALS INC
+$4.0M
575,222
-7%
增持
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$2.7M
3,194,377
+495%
减持
HROW
HARROW INC
-$2.0M
163,541
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
CVS
CVS HEALTH CORP
-$1.8M
49,083
-24%
减持
UBER
UBER TECHNOLOGIES INC
-$1.8M
128,010
-2%
减持
AVGO
BROADCOM INC
+$1.7M
25,194
-2%
减持
AMZN
AMAZON COM INC
+$1.7M
53,505
-1%
减持
AAPL
APPLE INC
+$1.3M
86,782
-4%
减持
TLT
ISHACOM 20 PLUS
-$1.2M
5,087
-70%
增持
GOOGL
ALPHABET INC CAP STK
+$1.2M
43,635
+3%
减持
SHOP
SHOPIFY INC FCLASS A
+$1.2M
40,970
-3%
减持
XLU
SELECT UTILITIES
-$1.2M
1,620
-90%
增持
ATOM
ATOMERA INC
+$1.1M
123,512
+7%
清仓
—
CATALENT INC
-$1.1M
0
-100%
减持
IEFA
ISHACOM TR CORE MSCI
-$1.0M
113,472
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$894.4K
8,760
-12%
减持
TPC
TUTOR PERINI CORP
-$884.6K
248,203
-2%
增持
CGBL
CAPITAL GROUP
+$829.0K
87,196
+43%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$723.5K
65,943
+13%
减持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$685.6K
21,409
-2%
增持
BCO
BRINKS COMPANY
-$674.2K
30,653
+1%
减持
GOOG
ALPHABET INC CLASS C
+$648.4K
32,337
-1%
增持
AMGN
AMGEN INC
-$643.5K
10,047
+0%
清仓
—
LAM RESEARCH CORPORATION
-$626.0K
0
-100%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$592.7K
30,279
-1%
建仓
LRCX
LAM COMH CORP CLASS EQUITY
+$554.0K
7,670
增持
MUB
ISHACOM NATIONAL MUNI BOND ETF
+$530.3K
28,312
+24%
增持
URI
UNITED RENTALS
-$522.6K
5,171
+1%
增持
SNOW
SNOWFLAKE INC CLASS A
+$503.5K
12,574
+2%
清仓
—
SUPER MICRO COMPUTER
-$472.9K
0
-100%
增持
VGK
VANGUARD FTSE
+$468.1K
9,166
+473%
减持
RISN
NORTHERN LIGHTS
-$437.9K
34,000
-31%
减持
NVDA
NVIDIA CORP
+$435.2K
34,265
-7%
增持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
+$429.0K
100,930
+11%
减持
SDY
SPDR SERIES
-$404.9K
32,533
-2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$393.1K
57,984
+0%
减持
QCOM
QUALCOMM INC
-$376.5K
23,207
-1%
增持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHACOM
+$373.2K
809,710
+85%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$373.0K
21,513
-1%
减持
MU
MICRON TECHNOLOGY INC
-$361.7K
14,273
-4%
减持
TSLA
TESLA INC
+$351.5K
2,552
-2%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$337.7K
8,714
-14%
增持
ABBV
ABBVIE INC
-$326.2K
17,317
+0%
增持
—
ENVVENO MED
+$322.2K
205,025
+132%
减持
LLY
ELI LILLY AND CO
-$316.3K
1,963
-5%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$314.9K
126,818
-4%
减持
IEMG
ISHACOM CORE MSCI EMERGING ETF
-$313.7K
58,682
-0%
增持
CRM
SALESFORCE INC
+$313.3K
4,797
+0%
增持
CRWD
CROWDSTRIKE HOLDINGS
+$310.6K
4,990
+0%
增持
GBIL
GOLDMAN SACHS
+$303.7K
15,551
+25%
增持
MLN
VANECK LONG
+$302.6K
73,828
+33%
减持
VWO
VANGUARD FTSE EMERGING MARK ETF IV
-$301.4K
38,345
-9%
增持
VHT
VANGUARD HEALTH CARE ETF
-$295.4K
11,067
+0%
减持
META
META PLATFORMS INC CLASS A
+$294.5K
14,106
-0%
减持
BIIB
BIOGEN INC
-$277.5K
1,350
-44%
增持
CI
THE CIGNA GROUP
-$277.4K
5,173
+5%
减持
GILD
GILEAD SCIENCES INC
+$276.4K
27,345
-0%
减持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$257.3K
79,279
-1%
减持
FDN
FIRST TRUST INTERNET INDEX CF ETF
+$255.0K
8,048
-0%
增持
FZIIX
FIDELITY ADVISOR INTERM MUNI INC I
+$248.4K
141,503
+22%
减持
IBB
ISHACOM BIOTECHNOLOGY ETF
-$236.1K
16,952
-0%
减持
BX
BLACKSTONE INC
+$218.7K
11,615
-0%
增持
RVTY
REVVITY INC
-$217.9K
14,363
+1%
减持
IDCC
INTERDIGITAL INC
+$216.3K
4,628
-4%
增持
JPM
JPMORGAN CHASE & CO
+$206.9K
6,026
+2%
增持
FDVV
FIDELITY COVINGTON
+$204.7K
18,563
+30%
减持
ICLN
ISHACOM TR GL CLEAN ENE
-$197.7K
3,350
-79%
建仓
EVLV
EVOLV TECHNOLOGIES
+$193.9K
49,100
增持
TRMB
TRIMBLE INC
+$191.5K
20,552
+1%
减持
SHM
SPDR NUVEEN
-$187.4K
30,733
-10%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$184.4K
6,050
增持
TCAF
T ROWE
+$179.9K
15,675
+53%
减持
AIVL
WISDOMTREE U S
-$175.7K
15,163
-6%
增持
MSFT
MICROSOFT CORP
-$165.4K
24,848
+0%
建仓
—
BALANCED POOL
+$164.1K
1,898
减持
COHR
COHERENT CORP
+$162.5K
29,079
-0%
减持
BAC
BANK OF AMERICA CORP
+$160.7K
42,042
-1%
减持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA SHACOM
-$160.0K
502,085
-24%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$159.1K
31,517
+5%
增持
CGGR
CAPITAL GROUP
+$158.6K
4,875
+650%
增持
PYPL
PAYPAL HOLDINGS
+$152.7K
16,785
+0%
清仓
—
TFF PHARMACEUTICALS
-$151.3K
0
-100%
清仓
—
CAPITAL ONE, NTN 3 25 24
-$149.8K
0
-100%
增持
SPLB
SPDR PORTFOLIO
+$149.7K
15,887
+89%
减持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
-$145.1K
77,879
-2%
减持
DLX
DELUXE CORP
+$144.5K
48,420
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$139.9K
1,463
-1%
增持
IUSB
ISHACOM TOTAL USD BOND MARKET ETF
-$136.3K
119,929
+2%
减持
VCADX
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM
-$132.9K
50,490
-18%
增持
CGDV
CAPITAL GROUP
+$129.1K
3,900
+1596%
增持
HYD
VANECK HIGH
+$127.1K
26,099
+13%
减持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$127.1K
62,076
-2%
增持
IVV
ISHACOM CORE
+$123.1K
830
+31%
减持
GDX
VANECK GOLD
-$121.2K
9,248
-15%
清仓
SFM
SPROUTS FARMERS
-$118.7K
0
-100%
增持
FMHI
FIRST TRUST
+$118.0K
5,000
+100%
减持
BOND
PIMCO ACTIVE BOND ETF
-$116.5K
13,981
-5%
减持
GLD
SPDR GOLD SHACOM ETF
-$114.8K
21,871
-2%
减持
EFV
ISHACOM MSCI
-$108.9K
20,968
-0%
增持
—
MEDTRONIC PLC
-$107.4K
18,474
+5%
减持
CSCO
CISCO SYSTEMS
+$106.7K
18,123
-1%
增持
AMD
ADVANCED MICRO DEVICE IN
-$105.3K
5,874
+9%
建仓
VWELX
VANGUARD WELLINGTON INV
+$105.0K
2,451
增持
SPY
SPDR S&P 500 ETF IV
+$104.5K
5,684
+0%
增持
MCD
MCDONALDS CORP
+$102.3K
998
+61%
减持
LEN
LENNAR CORP
-$101.1K
800
-29%
增持
SPTM
SPDR PORTFOLIO
+$100.9K
28,783
+3%
清仓
—
AMERICAN EXPRESS 4 2 24
-$100.8K
0
-100%
减持
—
INVSC BULLETSHACOM 2025 CRP BND ETF
-$100.0K
750
-87%
增持
CMF
ISHACOM CALIFORNIA MUNI BOND ETF
+$96.4K
43,084
+6%
减持
WMT
WALMART INC
+$93.4K
8,410
-1%
增持
PBI
PITNEY BOWES
+$91.0K
625,939
+0%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$90.7K
138,149
+1%
减持
—
CONFLUENT INC CLASS A
+$87.3K
12,053
-2%
减持
—
EXXON MOBIL CORP
-$86.6K
3,917
-10%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$86.1K
11,195
-1%
减持
XLP
SPDR FUND CONSUMER STAPLES ETF
-$86.0K
18,826
-0%
减持
PDI
PIMCO DYNAMIC
-$85.6K
3,308
-54%
增持
HPQ
HP INC
-$84.0K
28,757
+1%
减持
FTSM
FIRST TRUST
-$83.6K
2,900
-32%
减持
DELL
DELL TECHNOLOGIES
-$82.6K
793
-46%
建仓
WOBDX
JPMORGAN CORE BOND I
+$81.7K
8,091
减持
INTC
INTEL CORP
-$79.7K
8,261
-20%
增持
DKNG
DRAFTKINGS INC
-$78.9K
45,118
+1%
清仓
MGA
MAGNA INTERNATIONAL
-$77.7K
0
-100%
增持
MUST
COLUMBIA MULTI SECTOR MUNIC INCM ETF
+$77.3K
15,500
+35%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
-$75.0K
25,696
+0%
减持
—
SEAGATE TECHNOLOGY
-$74.5K
3,100
-1%
增持
IYY
ISHACOM U S
+$72.6K
2,795
+19%
减持
C
CITIGROUP INC
+$70.8K
10,346
-1%
减持
T
AT&T INC
-$68.9K
5,062
-43%
减持
VRT
VERTIV HOLDINGS
-$67.2K
1,335
-39%
减持
MRK
MERCK & COMPANY
-$66.7K
2,740
-8%
减持
—
CRISPR THERAPEUTICS AG F
-$65.7K
6,152
-5%
建仓
FBAOX
FIDELITY ADVISOR BALANCED FD A
+$65.4K
2,214
增持
FCX
FREEPORT-MCMORAN INC
-$65.4K
8,087
+3%
增持
HPE
HEWLETT PACKARD
+$65.4K
62,523
+1%
减持
UPST
UPSTART HOLDINGS
+$65.1K
3,050
-16%
增持
NEAR
ISHACOM U S TR BLACKROCK ST MAT
+$64.6K
32,450
+5%
增持
ITM
VANECK INTERMEDIATE
+$63.6K
20,603
+9%
增持
HE
HAWAIIAN ELEC INDUSTRIES
+$62.3K
7,915
+422%
减持
MDLZ
MONDELEZ INTL INC CLASS A
-$62.3K
2,958
-9%
清仓
EXR
EXTRA SPACE
-$62.2K
0
-100%
增持
VDC
VANGUARD CONSUMER STAPLES ETF
-$60.4K
10,809
+0%
建仓
MSTR
MICROSTRATEGY INC
+$59.7K
206
减持
HEDJ
WISDOMTREE TRUST
-$57.8K
3,356
-26%
增持
VB
VANGUARD SMALL CAP ETF
+$56.8K
9,637
+0%
建仓
—
COLUMBIA LARGE CAP INDEX INST
+$56.0K
945
减持
CVX
CHEVRON CORP NEW
-$54.8K
3,091
-9%
清仓
SWGXX
SCHWAB GOVERNMENT MONEY
-$54.5K
0
-100%
