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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 95
减持 35
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
TPC
TUTOR PERINI
+$5.2M
238,617
-7%
增持
MSFT
MICROSOFT CORP
+$3.6M
26,312
+4%
增持
META
META PLATFORMS INC CLASS A
+$2.9M
15,016
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
AVGO
BROADCOM INC
+$2.7M
25,613
+1%
增持
NVDA
NVIDIA CORP
+$2.5M
41,148
+17%
增持
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$2.3M
2,851,226
+444%
减持
UBER
UBER TECHNOLOGIES INC
+$2.2M
123,982
-3%
增持
AMZN
AMAZON COM INC
+$1.8M
55,065
+2%
减持
QQQ
INVESCO QQQ TRUST
+$1.6M
31,009
-6%
增持
ORCL
ORACLE CORP
+$1.3M
15,850
+4%
增持
GOOGL
ALPHABET INC CAP STK
+$1.3M
46,939
+4%
增持
AAPL
APPLE INC
-$1.2M
83,651
+1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.2M
17,171
+23%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$1.1M
156,256
+2%
增持
SNOW
SNOWFLAKE INC CLASS A
+$1.1M
13,844
+5%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$1.1M
10,380
+21%
增持
COHR
COHERENT CORP
+$966.0K
37,071
+3%
增持
SHOP
SHOPIFY INC FCLASS A
+$916.4K
41,668
+4%
增持
HROW
HARROW INC
+$904.9K
181,056
+4%
减持
IEFA
ISHARES TR CORE MSCI
+$900.4K
115,561
-0%
增持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$894.8K
21,826
+1%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$846.2K
21,309
-3%
增持
AMD
ADVANCED MICRO DEVIC
+$804.0K
13,264
+30%
减持
SPY
SPDR S&P 500 ETF
-$764.2K
3,987
-31%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$747.6K
73,618
-17%
增持
URI
UNITED RENTALS INC
+$745.1K
5,558
+1%
减持
NEAR
ISHARES U S TR BLACKROCK ST MAT
-$731.1K
17,200
-46%
建仓
SNOXX
SCHWAB TREASURY OBLIG MONEY INV
+$705.6K
705,603
增持
GOOG
ALPHABET INC CLASS C
+$684.7K
32,561
+1%
减持
CRWD
CROWDSTRIKE HOLDINGS
+$674.9K
4,633
-3%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$657.2K
48,764
+12%
增持
MU
MICRON TECHNOLOGY INC
+$653.1K
16,802
+5%
减持
INMB
INMUNE BIO
-$647.3K
21,375
-76%
增持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$593.6K
32,775
+25%
增持
UNH
UNITEDHEALTH GROUP INC
-$540.6K
4,016
+17%
增持
SPLB
SPDR PORTFOLIO
+$535.7K
48,599
+95%
增持
MLN
VANECK LONG
+$532.3K
127,613
+37%
增持
CGBL
CAPITAL GROUP
+$530.1K
108,068
+9%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$529.2K
4,345
+45%
建仓
PAAA
PGIM AAA
+$523.5K
10,175
增持
DKNG
DRAFTKINGS INC
+$506.9K
46,878
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$501.1K
33,277
+2%
建仓
AOR
ISHARES CORE
+$443.9K
7,210
建仓
THMIX
THORNBURG INTERMEDIATE MUNICIPAL INST
+$443.3K
34,178
增持
TRMB
TRIMBLE INC
+$437.6K
23,517
+14%
增持
—
ENVVENO MED
+$434.0K
279,525
+8%
增持
JPM
JPMORGAN CHASE & CO
+$389.2K
6,402
+7%
增持
ABBV
ABBVIE INC
-$381.1K
17,256
+1%
增持
JEPQ
JPMORGAN
+$380.8K
7,807
+918%
减持
FDN
FIRST TRUST INTERNET INDEX CF ETF
+$373.2K
8,243
-1%
增持
NFLX
NETFLIX INC
+$367.1K
639
+26%
减持
SNAXX
SCHWAB PRIME ADVANTAGE MONEY ULTRA
-$363.3K
1,053,828
-26%
清仓
NLR
VANECK URANIUM
-$351.7K
0
-100%
减持
TIMUX
TRANSAMERICA INTERMEDIATE MUNI I
-$339.3K
10,264
-76%
减持
HPE
HEWLETT PACKARD
+$334.1K
70,271
-2%
减持
ETON
ETON PHARMACEUTICALS INC
+$329.7K
472,790
-4%
增持
AMAT
APPLIED MATLS INC
+$323.6K
6,970
+6%
增持
XLP
SPDR FUND CONSUMER STAPLES ETF
+$318.6K
24,481
+20%
增持
CGDG
CAPITAL GROUP
+$317.4K
11,850
+351%
建仓
—
EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32
+$311.5K
300,000
增持
SMCI
SUPER MICRO COMPUTER INC
+$310.9K
12,359
+55%
增持
SPTM
SPDR PORTFOLIO
+$308.5K
30,260
+5%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$303.1K
2,119
+325%
增持
IGE
ISHARES NORTH AMER NATL RES ETF
+$298.8K
8,195
+481%
减持
AMGN
AMGEN INC
-$296.1K
10,112
-0%
增持
BAC
BANK OF AMERICA CORP
+$295.6K
43,249
+3%
减持
VXUS
VANGUARD TOTAL
+$289.6K
43,120
-0%
减持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
-$277.9K
50,512
-5%
减持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
-$277.5K
69,628
-8%
增持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
+$273.5K
110,095
+7%
增持
AIVL
WISDOMTREE US AI ENHNCD VALUE ETF
+$272.2K
20,743
+10%
清仓
—
MFS CA MUNICIPAL BOND A
-$267.0K
0
-100%
增持
CGGR
CAPITAL GROUP
+$265.4K
17,145
+36%
增持
—
ASML HOLDING
+$263.9K
927
+29%
建仓
—
TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26
+$258.0K
250,000
增持
CGDV
CAPITAL GROUP
+$257.6K
15,380
+57%
建仓
—
OKLAHOMA CNTY OKLA 5 25LEAS SCH DUE 12/01/25XTRO
+$251.6K
250,000
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$247.7K
6,470
+208%
增持
ETR
ENTERGY CORP NEW
+$245.1K
5,544
+122%
建仓
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$243.8K
2,380
增持
FDVV
FIDELITY HIGH
+$236.9K
25,974
+16%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$233.8K
34,034
+8%
增持
AGG
ISHARES TR CORE US AGGBD
+$232.4K
80,817
+3%
增持
BA
BOEING COMPANY
+$229.8K
5,451
+2%
增持
EQIN
COLUMBIA US EQUITY INCOME ETF
+$220.2K
7,660
+181%
增持
PLSFX
ARISTOTLE STRATEGIC INCOME I-2
+$215.3K
40,270
+99%
增持
LRCX
LAM RESH CORP
+$215.1K
7,940
+4%
减持
IYW
ISHARES US TECHNOLOGY ETF
+$211.8K
6,836
-1%
增持
AMLP
ALERIAN MLP ETF
+$208.1K
32,613
+22%
建仓
PPH
VANECK PHARMACEUTICAL ETF
+$207.9K
2,351
增持
TSLA
TESLA MTRS INC
+$201.2K
3,184
+4%
减持
FUMB
FIRST TRUST
-$200.8K
40,000
-20%
增持
VNQ
VANGUARD REAL
+$199.8K
10,710
+29%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$199.7K
5,811
-25%
增持
XLU
UTILITIES SELECT
+$198.0K
3,643
+187%
增持
QCOM
QUALCOMM INC
+$195.4K
23,394
+2%
增持
ITOT
ISHARES CORE
+$193.4K
13,037
+1%
增持
AIQ
GLOBAL X FUND GLB X ART INTL TGY ETF
+$188.5K
19,284
+8%
增持
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$187.7K
861,958
+28%
增持
WMT
WALMART INC
+$187.5K
9,465
+13%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$182.7K
23,977
+3%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$178.9K
885
+625%
建仓
IQDG
WISDOMTREE INTERNATIONALQUALITY ETF
+$172.9K
4,391
减持
HPQ
HP INC
-$172.1K
25,520
-11%
增持
C
CITIGROUP INC
+$170.8K
10,572
+3%
建仓
SPYG
SPDR S&P 500 GROWTH ETF
+$167.4K
1,775
增持
PANW
PALO ALTO NETWORKS INC
+$163.4K
2,025
+40%
增持
VGK
VANGUARD FTSE
+$157.3K
12,454
+8%
清仓
VWENX
VANGUARD WELLINGTON ADMIRAL
-$157.3K
0
-100%
增持
SOXX
ISHARES SEMICONDUCTOR
+$155.5K
2,873
+2%
增持
SDY
SPDR SERIES
+$154.4K
35,175
+3%
增持
CSCO
CISCO SYSTEMS
+$153.6K
15,644
+4%
减持
FINSX
FIDELITY ADVISOR NEW INSIGHTS I
-$152.6K
1,354
-74%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$151.8K
39,182
-1%
增持
SBUX
STARBUCKS CORP
+$150.8K
15,936
+18%
建仓
—
KANSAS CITY MO 5 31GO UTX DUE 02/01/31
+$150.1K
135,000
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
-$149.3K
27,867
+4%
增持
FIXD
FIRST TRUST SMITH OPPRTNISTIC FI ETF
+$147.9K
66,475
+5%
减持
ATOM
ATOMERA INC
+$146.6K
163,327
-3%
增持
DIS
WALT DISNEY
+$144.1K
5,248
+2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$142.8K
6,821
+364%
减持
CFA
VICTORYSHARES US
-$140.7K
1,077
-61%
增持
XLI
SELECT SECTOR INDUSTRIALSPDR ETF
+$138.7K
2,414
+46%
减持
INEQ
COLUMBIA INTL
+$136.7K
48,090
-1%
增持
GE
GE AEROSPACE
+$136.1K
1,506
+21%
增持
BX
BLACKSTONE INC
+$135.5K
11,757
+1%
建仓
—
LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27
+$134.8K
130,000
减持
GLD
SPDR GOLD SHARES ETF
+$132.9K
20,780
-3%
建仓
—
AUBURN ME 4 30GO UTX DUE 11/01/30
+$132.3K
125,000
增持
ROK
ROCKWELL AUTOMATION INC
+$131.7K
1,562
+4%
建仓
FCVAX
FIDELITY ADVISOR SMALL CAP VALUE A
+$131.2K
6,667
减持
CHTR
CHARTER COMMUNICATIONS ICLASS A
+$131.1K
3,760
-1%
增持
GDX
VANECK GOLD
+$131.1K
10,595
+16%
减持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$130.4K
50,208
-14%
建仓
—
DEER PK TEX 4 32DB LTX DUE 03/15/32
+$129.5K
125,000
减持
RDVY
FIRST TRUST
-$129.1K
3,700
-40%
增持
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$128.8K
2,226
+24%
增持
PM
PHILIP MORRIS INTL INC
+$126.1K
3,419
+10%
增持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$126.0K
8,117
+3%
建仓
—
FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31
+$125.9K
120,000
增持
ICF
ISHARES SELECT
+$125.6K
14,255
+18%
增持
COST
COSTCO WHSL CORP NEW
+$120.7K
1,222
+7%
减持
HMOP
HARTFORD MUNICIPAL OPPORTNITS ETF
-$116.0K
27,679
-9%
增持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
+$114.1K
68,359
+5%
增持
V
VISA INC CLASS A
+$112.8K
1,118
+38%
增持
GEV
GE VERNOVA INC
+$111.2K
416
+18%
增持
COIN
COINBASE GLOBAL INC CLASS A
+$105.2K
457
+49%
增持
FCX
FREEPORT-MCMORAN INC
+$104.1K
14,957
+3%
减持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$103.7K
40,272
-3%
减持
NOC
NORTHROP GRUMMAN CORP
-$100.8K
9,007
-0%
