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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 23
增持 87
减持 39
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
SWOXX
SCHWAB MUNICIPAL MONEY ULTRA
+$8.0M
7,989,838
增持
AAPL
APPLE INC
+$4.6M
85,723
+2%
减持
TPC
TUTOR PERINI
+$3.9M
230,212
-4%
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。
减持
ETON
ETON PHARMACEUTICALS INC
+$3.5M
472,540
-0%
增持
GOOGL
ALPHABET INC CAP STK
+$3.3M
47,715
+2%
减持
HROW
HARROW INC
+$3.1M
179,576
-1%
增持
GOOG
ALPHABET INC CLASS C
+$2.2M
32,567
+0%
增持
NVDA
NVIDIA CORP
+$2.1M
45,381
+10%
增持
AVGO
BROADCOM INC
+$1.7M
26,006
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.6M
58,476
+1%
增持
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$1.6M
4,430,346
+55%
建仓
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$1.5M
15,979
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$1.3M
30,688
-1%
减持
SHOP
SHOPIFY INC FCLASS CLASS A
+$1.3M
40,821
-2%
增持
MSFT
MICROSOFT CORP
+$1.2M
27,531
+5%
增持
URI
UNITED RENTALS INC
+$1.1M
5,585
+0%
增持
ORCL
ORACLE CORP
+$1.1M
16,211
+2%
增持
GLD
SPDR GOLD SHARES ETF
+$1.1M
20,883
+0%
减持
—
ENVVENO MED
-$922.5K
212,800
-24%
建仓
AMECX
AMERICAN FUNDS INCOME FUND OF AMER A
+$887.3K
32,208
减持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$871.1K
154,025
-1%
增持
MU
MICRON TECHNOLOGY INC
+$856.4K
16,901
+1%
减持
BCO
BRINKS COMPANY
+$837.3K
30,548
-0%
减持
ABBV
ABBVIE INC
+$745.3K
16,972
-2%
增持
AGG
ISHARES TR CORE US AGGBD
+$742.9K
87,372
+8%
建仓
FKTFX
FRANKLIN CA TAX FREE INCOME A1
+$710.7K
105,761
增持
MLN
VANECK LONG
+$672.8K
161,796
+27%
建仓
CAIBX
AMERICAN FUNDS CAPITAL INCOME BLDR A
+$603.3K
7,591
减持
NOC
NORTHROP GRUMMAN CORP
+$600.4K
8,441
-6%
增持
TSLA
TESLA INC
+$580.9K
3,495
+10%
减持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$569.9K
21,396
-2%
增持
IEFA
ISHARES TR CORE MSCI
+$544.0K
116,708
+1%
减持
COHR
COHERENT CORP
+$537.8K
35,693
-4%
建仓
ALMU
AELUMA INC
+$533.5K
33,135
增持
CGBL
CAPITAL GROUP
+$524.7K
119,195
+10%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$498.1K
20,853
-2%
减持
SMH
VANECK SEMICONDUCTOR ETF
+$484.3K
10,340
-0%
增持
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$444.2K
1,306,134
+52%
增持
JPM
JPMORGAN CHASE & CO
+$438.2K
7,305
+14%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
+$436.0K
7,578
-7%
减持
IDCC
INTERDIGITAL INC
+$420.6K
3,513
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$406.6K
4,808
+20%
增持
SPLB
SPDR PORTFOLIO
+$400.4K
64,763
+33%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$381.0K
7,195
+1130%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$375.4K
51,405
+2%
减持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$366.8K
48,385
-1%
增持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
+$356.0K
46,231
+16%
增持
BDX
BECTON DICKINSON & CO
+$344.4K
1,994
+1094%
增持
—
ASML HOLDING
+$335.2K
1,107
+19%
增持
LRCX
LAM RESH CORP
+$332.0K
8,210
+3%
增持
—
EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32
+$322.0K
600,000
+100%
减持
QQQM
INVESCO NASDAQ 100 ETF
+$314.6K
17,038
-1%
增持
PAAA
PGIM AAA
+$310.7K
16,197
+59%
增持
HPE
HEWLETT PACKARD ENTERPRI
+$297.8K
70,632
+1%
减持
PBI
PITNEY BOWES
+$295.9K
607,564
-0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$290.3K
32,912
-1%
建仓
CWGIX
AMERICAN FUNDS CAPITAL WORLD GR&INC A
+$275.2K
3,641
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$274.2K
24,360
+2%
增持
BX
BLACKSTONE INC
+$273.1K
11,899
+1%
增持
CGDV
CAPITAL GROUP
+$272.2K
20,927
+36%
减持
DKNG
DRAFTKINGS INC
-$264.7K
46,683
-0%
建仓
AMRMX
AMERICAN FUNDS AMERICAN MUTUAL A
+$260.8K
4,167
增持
—
TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26
+$256.4K
500,000
+100%
减持
GDX
VANECK GOLD
+$254.1K
10,545
-0%
减持
AMD
ADVANCED MICRO DEVIC
+$251.0K
12,918
-3%
增持
—
OKLAHOMA CNTY OKLA 5 25LEAS SCH DUE 12/01/25XTRO
+$249.8K
500,000
+100%
增持
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$246.4K
1,552
+75%
减持
CVS
CVS HEALTH CORP
+$239.2K
47,508
-2%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
+$238.3K
17,883
-4%
增持
SDY
SPDR SERIES
+$232.9K
35,753
+2%
建仓
SUB
ISHARES SHORT TERM NTNL MUN BND ETF
+$231.6K
2,172
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$230.8K
35,559
+4%
建仓
ANWPX
AMERICAN FUNDS NEW PERSPECTIVE A
+$222.2K
2,999
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$217.1K
39,763
+1%
增持
CGGR
CAPITAL GROUP
+$215.3K
20,771
+21%
减持
UBER
UBER TECHNOLOGIES INC
+$209.7K
120,254
-3%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$208.3K
4,660
+7%
增持
VTEB
VANGUARD MUNICIPAL
+$205.9K
11,037
+56%
增持
SPTM
SPDR PORTFOLIO
+$202.1K
30,605
+1%
减持
FUMB
FIRST TRUST
-$201.0K
30,000
-25%
建仓
AWSHX
AMERICAN FUNDS WASHINGTON MUTUAL A
+$199.5K
2,965
增持
VXUS
VANGUARD TOTAL
+$195.1K
43,211
+0%
增持
CI
THE CIGNA GROUP
-$194.6K
5,325
+2%
增持
AMAT
APPLIED MATLS INC
+$189.4K
7,126
+2%
增持
FDVV
FIDELITY HIGH
+$189.1K
27,648
+6%
增持
AMZN
AMAZON COM INC
+$187.3K
55,866
+1%
减持
PYPL
PAYPAL HOLDINGS
-$186.4K
14,355
-7%
建仓
—
DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37
+$178.9K
160,000
建仓
AGTHX
AMERICAN FUNDS GROWTH FUND OF AMER A
+$174.8K
1,980
建仓
—
LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28
+$173.0K
165,000
增持
—
MEDTRONIC PLC F
+$171.3K
18,387
+1%
增持
PLSE
PULSE BIOSCIENCES
+$170.5K
64,440
+0%
增持
BAC
BANK OF AMERICA CORP
+$170.4K
43,307
+0%
增持
INMB
INMUNE BIO
+$164.8K
103,450
+384%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$162.0K
6,852
+0%
增持
AOR
ISHARES CORE
+$159.0K
9,365
+30%
建仓
SMCWX
AMERICAN FUNDS SMALLCAP WORLD A
+$157.9K
2,099
增持
CGDG
CAPITAL GROUP
+$155.9K
16,000
+35%
减持
JNJ
JOHNSON & JOHNSON
+$155.0K
5,004
-1%
增持
—
KANSAS CITY MO 5 31GO UTX DUE 02/01/31
+$153.7K
270,000
+100%
减持
RVTY
REVVITY INC
-$143.8K
15,595
-0%
增持
SHY
ISHARES 1-3YR
+$142.2K
33,293
+5%
减持
FIXD
FIRST TRUST SMITH OPPRTNISTIC FI ETF
-$141.8K
62,475
-6%
减持
SPY
SPDR S&P 500 ETF
-$141.6K
3,484
-13%
建仓
NEWFX
AMERICAN FUNDS NEW WORLD A
+$140.8K
1,475
增持
CAT
CATERPILLAR INC
+$139.3K
926
+18%
增持
LLY
ELI LILLY AND CO
+$138.0K
2,318
+9%
增持
ETR
ENTERGY CORP NEW
+$137.9K
6,397
+15%
减持
C
CITIGROUP INC
+$136.1K
10,253
-3%
增持
—
AUBURN ME 4 30GO UTX DUE 11/01/30
+$135.9K
250,000
+100%
增持
CRM
SALESFORCE INC
-$134.4K
5,063
+4%
增持
ADBE
ADOBE INC
+$134.3K
3,152
+25%
增持
—
DEER PK TEX 4 32DB LTX DUE 03/15/32
+$134.1K
250,000
+100%
增持
—
LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27
+$134.1K
260,000
+100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$133.8K
3,060
+2%
减持
ITOT
ISHARES CORE
+$133.3K
13,003
-0%
减持
XLV
SELECT SECTOR SPDR TR SBI HEALTHCARE
+$131.2K
32,618
-0%
建仓
—
LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38
+$130.4K
120,000
建仓
SWTSX
SCHWAB TOTAL STOCK MARKET INDEX
+$130.2K
8,017
增持
—
FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31
+$129.9K
240,000
+100%
减持
TRMB
TRIMBLE INC
+$129.7K
23,472
-0%
建仓
—
AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36
+$129.4K
115,000
减持
QCOM
QUALCOMM INC
+$128.7K
23,169
-1%
增持
NFLX
NETFLIX INC
+$128.3K
819
+28%
增持
—
EXXON MOBIL CORP
+$126.5K
5,538
+21%
增持
NEAR
ISHARES U S TR BLACKROCK ST MAT
+$126.3K
19,600
+14%
增持
XBI
SPDR SERIES
+$126.2K
6,350
+3%
增持
SBUX
STARBUCKS CORP
-$125.5K
16,009
+0%
清仓
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
-$125.0K
0
-100%
增持
FDX
FEDEX CORP
+$124.2K
5,299
+7%
减持
VHT
VANGUARD HEALTH CARE ETF
+$123.7K
11,715
-0%
增持
GE
GE AEROSPACE
+$123.3K
1,691
+12%
增持
WMT
WALMART INC
+$122.8K
10,209
+8%
减持
VB
VANGUARD SMALL CAP ETF
+$121.2K
9,065
-1%
增持
HD
HOME DEPOT INC
+$118.9K
1,600
+12%
增持
TCEHY
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$117.5K
2,196
+100%
增持
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$116.7K
78,969
+0%
建仓
—
ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35
+$115.8K
100,000
建仓
—
LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34
+$115.6K
100,000
建仓
—
TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33
+$115.6K
100,000
增持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
+$115.5K
1,541
+3659%
增持
ATEYY
ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$115.1K
1,752
+100%
增持
RTX
RTX CORP
+$114.3K
3,661
+7%
建仓
IGAAX
AMERICAN FUNDS INTL GR AND INC A
+$110.1K
2,428
增持
ICF
ISHARES SELECT
+$110.0K
15,933
+12%
增持
MA
MASTERCARD INC CLASS A
+$109.3K
407
+85%
增持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
+$106.8K
110,445
+0%
增持
INTC
INTEL CORP
+$100.7K
6,166
+25%
增持
HYD
VANECK HIGH
+$100.5K
29,380
+6%
增持
SOXX
ISHARES SEMICONDUCTOR
+$99.1K
2,895
+1%
