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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 60
减持 70
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
IEFA
ISHARES TR CORE MSCI
-$10.0M
2,455
-98%
减持
GOOGL
ALPHABET INC CAP STK
+$3.3M
47,580
-0%
减持
AIVL
WISDOMTREE US AI ENHNCD VALUE ETF
-$2.3M
350
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。
-98%
减持
ETON
ETON PHARMACEUTICALS INC
-$2.3M
470,940
-0%
减持
UBER
UBER TECHNOLOGIES INC
-$2.2M
116,162
-3%
减持
GOOG
ALPHABET INC CLASS CLASS C
+$2.1M
31,901
-2%
减持
MU
MICRON TECHNOLOGY INC
+$2.0M
16,597
-2%
减持
COHR
COHERENT CORP
+$2.0M
31,510
-12%
减持
ORCL
ORACLE CORP
-$1.5M
15,837
-2%
减持
IAU
ISHARES GOLD ETF
-$1.5M
200
-99%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.2M
46,338
+30%
减持
AAPL
APPLE INC
+$1.1M
84,514
-1%
增持
CGBL
CAPITAL GROUP
+$1.0M
146,270
+23%
减持
ADBE
ADOBE INC
-$1.0M
277
-91%
增持
META
META PLATFORMS INC CLASS A
-$979.3K
15,395
+1%
增持
MSFT
MICROSOFT CORP
-$972.9K
27,634
+0%
增持
MLN
VANECK LONG
+$916.9K
213,626
+32%
减持
URI
UNITED RENTALS INC
-$837.9K
5,550
-1%
清仓
GDX
VANECK GOLD
-$805.7K
0
-100%
减持
GLD
SPDR GOLD SHARES ETF
+$789.9K
20,723
-1%
建仓
FTMS
PUTNAM FRANKLIN
+$712.1K
71,714
减持
AMD
ADVANCED MICRO DEVIC
+$709.9K
12,890
-0%
清仓
TCAF
T ROWE
-$678.6K
0
-100%
减持
LLY
ELI LILLY AND CO
+$672.9K
2,290
-1%
增持
AMZN
AMAZON COM INC
+$665.3K
56,461
+1%
增持
VYM
VANGUARD WHITEHALL FDS INC HIGH DIV
+$656.3K
155,785
+1%
增持
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$648.1K
1,954,239
+50%
增持
XLV
STATE STRT HLTH CRE SLT SEC SPDR ETF
+$641.7K
33,561
+3%
减持
PM
PHILIP MORRIS INTL INC
-$506.4K
598
-84%
清仓
—
OKLAHOMA CNTY OKLA 5 25LEAS SCH DUE 12/01/25XTRO
-$501.5K
0
-100%
减持
ATOM
ATOMERA INC
-$500.5K
149,447
-20%
建仓
TMB
THORNBURG MULTI
+$455.3K
17,800
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$447.2K
17,970
+0%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$437.9K
51,483
+6%
增持
SPLB
STATE STREET
+$424.9K
85,128
+31%
减持
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
-$424.2K
4,006,139
-10%
增持
VB
VANGUARD SMALL CAP ETF
+$421.6K
10,550
+16%
建仓
FTCA
PUTNAM FRANKLIN
+$409.0K
55,743
减持
AMGN
AMGEN INC
+$403.9K
9,921
-0%
增持
ICF
ISHARES SELECT
+$403.6K
23,218
+46%
增持
PBI
PITNEY BOWES
-$396.2K
618,364
+2%
建仓
SBND
COLUMBIA SHORT
+$390.8K
20,650
减持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
-$373.9K
47,073
-7%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$371.7K
10,395
+1%
减持
AMAT
APPLIED MATLS INC
+$368.4K
7,113
-0%
建仓
—
GROWTH POOL
+$363.1K
4,451
清仓
—
PUTNAM CA TAX EXEMPT INCOME Y
-$338.7K
0
-100%
减持
CHTR
CHARTER COMMUNICATIONS ICLASS A
-$333.0K
3,360
-11%
增持
ALMU
AELUMA INC
+$330.2K
50,300
+52%
增持
CGGR
CAPITAL GROUP
+$326.1K
27,846
+34%
增持
LRCX
LAM RESH CORP
+$316.0K
8,250
+0%
减持
NOC
NORTHROP GRUMMAN CORP
-$305.3K
8,309
-2%
减持
FDX
FEDEX CORP
+$270.8K
5,263
-1%
增持
PAAA
PGIM AAA
+$269.1K
21,523
+33%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$267.3K
7,396
-2%
减持
PYPL
PAYPAL HOLDINGS
-$251.0K
12,189
-15%
增持
SBUX
STARBUCKS CORP
+$247.3K
19,025
+19%
减持
SMMU
PIMCO SHORT TERM MUNI BOND ACTV ETF
-$247.0K
64,890
-7%
增持
FDVV
FIDELITY HIGH
+$246.1K
31,511
+14%
增持
HROW
HARROW INC
+$234.2K
181,351
+1%
减持
AMLP
ALPS ALERIAN MLP ETF
-$230.4K
28,002
-15%
减持
SNAXX
SCHWAB PRIME ADVANTAGE MONEY ULTRA
-$230.0K
757,144
-23%
增持
PLSE
PULSE BIOSCIENCES
-$229.9K
66,326
+3%
增持
AOR
ISHARES CORE
+$224.7K
12,730
+36%
增持
CGDV
CAPITAL GROUP
+$222.4K
25,251
+21%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$220.9K
57,896
-1%
增持
FIXD
FIRST TRUST SMITH OPPRTNISTIC FI ETF
+$219.6K
67,595
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$216.5K
4,373
-9%
建仓
KZIA
KAZIA THERAPEUTICS
+$212.7K
30,875
增持
SDY
STATE STREET
+$211.9K
37,505
+5%
减持
GILD
GILEAD SCIENCES INC
+$209.7K
23,514
-2%
增持
VNQ
VANGUARD REAL
+$205.3K
13,957
+24%
减持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
-$205.0K
30,392
-12%
减持
O
REALTY INCOME CORP REIT
-$203.3K
741
-82%
增持
FCX
FREEPORT-MCMORAN INC
+$201.8K
16,102
+1%
增持
BX
BLACKSTONE INC
-$196.0K
11,904
+0%
减持
CRWD
CROWDSTRIKE HOLDINGS
-$194.8K
4,488
-4%
增持
AGG
ISHARES TR CORE US AGGBD
+$192.5K
89,622
+3%
减持
FDLO
FIDELITY LOW
-$185.3K
9,875
-23%
减持
SHOP
SHOPIFY INC FCLASS CLASS A
+$180.5K
39,118
-4%
增持
NVDA
NVIDIA CORP
+$177.0K
46,053
+1%
增持
C
CITIGROUP INC
+$170.5K
10,325
+1%
增持
CI
THE CIGNA GROUP
+$169.9K
6,194
+16%
增持
SMCI
SUPER MICRO COMPUTER INC
-$166.6K
15,342
+24%
减持
TLT
ISHARES 20 PLUS
-$166.2K
5,095
-25%
减持
HPQ
HP INC
-$163.7K
22,914
-7%
减持
—
ENVVENO MED
-$163.1K
92,650
-56%
减持
EOG
EOG RES INC
-$160.1K
1,350
-51%
减持
PENN
PENN ENTERTAINMENT
-$156.1K
450
-95%
增持
VXUS
VANGUARD TOTAL
+$154.6K
44,126
+2%
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$154.5K
3,853
+25%
减持
BAC
BANK OF AMERICA CORP
+$151.0K
43,015
-1%
增持
SPY
SPDR S&P 500 ETF
+$148.9K
3,622
+4%
增持
CAT
CATERPILLAR INC
+$145.1K
1,002
+8%
建仓
PSA
PUBLIC STORAGE REIT
+$141.9K
549
减持
AXON
AXON ENTERPRISE INC
-$139.6K
125
-58%
清仓
AWK
AMERICAN WATER
-$139.2K
0
-100%
减持
FDN
FIRST TRUST INTERNET INDEX CF ETF
-$138.5K
8,038
-2%
增持
MDYG
STATE STREET
+$136.7K
1,587
+1356%
减持
ABBV
ABBVIE INC
-$133.7K
16,722
-1%
减持
FCAL
FRST TR CLFRNA MNCPL HGHINCM ETF
-$131.1K
106,615
-3%
减持
RVTY
REVVITY INC
+$130.5K
15,479
-1%
减持
SNOW
SNOWFLAKE INC CLASS CLASS A
-$125.0K
13,544
-1%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$123.7K
41,386
+5%
增持
LITE
LUMENTUM HOLDINGS
+$121.6K
578
+3%
减持
AVGO
BROADCOM INC
+$120.1K
25,214
-3%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$120.1K
52,168
+1%
建仓
FIG
FIGMA INC CLASS A
+$119.8K
3,200
减持
XBI
STATE STREET
+$119.7K
6,200
-2%
减持
CSCO
CISCO SYSTEMS
+$119.4K
15,765
-1%
增持
HPE
HEWLETT PACKARD ENTERPRI
+$119.4K
77,195
+9%
减持
TBCH
TURTLE BEACH CORP
-$114.8K
6,500
-50%
减持
—
ASML HOLDING
+$113.1K
1,099
-1%
减持
EWZ
ISHARES MSCI BRAZIL ETF
-$110.2K
280
-93%
减持
IDCC
INTERDIGITAL INC
-$109.0K
3,467
-1%
建仓
CGIC
CAPITAL GROUP
+$105.6K
3,250
清仓
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$104.4K
0
-100%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$103.9K
72,169
-3%
减持
COST
COSTCO WHSL CORP NEW
-$102.8K
1,293
-2%
建仓
UL
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$102.5K
1,570
建仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$99.8K
99,850
减持
HCA
HCA HEALTHCARE INC
-$98.9K
164
-60%
清仓
IWM
ISHARES RUSSELL
-$96.8K
0
-100%
减持
CRM
SALESFORCE INC
+$96.0K
4,947
-2%
减持
TRMB
TRIMBLE INC
-$93.9K
23,262
-1%
增持
NEAR
ISHARES U S TR BLACKROCK ST MAT
+$93.6K
21,500
+10%
建仓
—
TOTALENERGIES SE
+$92.1K
1,398
增持
XLY
STATE STRT CONS DSRY SLTSE SP ETF IV
+$88.4K
5,390
+134%
增持
NEM
NEWMONT CORP
+$86.1K
1,342
+132%
增持
NFLX
NETFLIX INC
-$85.2K
9,580
+1070%
增持
BIIB
BIOGEN INC
+$84.7K
2,512
+1%
减持
JNJ
JOHNSON & JOHNSON
+$83.6K
4,889
-2%
增持
F
FORD MTR CO DEL
+$81.7K
17,967
+39%
增持
NVO
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$77.5K
4,630
+64%
增持
XLE
STATE STRET ENRGY SLECT SEC SPDR ETF
+$77.2K
56,124
+106%
减持
TPC
TUTOR PERINI
+$75.2K
226,422
-2%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$74.7K
6,621
+7%
减持
ETR
ENTERGY CORP NEW
-$73.5K
5,615
-12%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$73.3K
23,561
-4%
增持
MRK
MERCK & COMPANY
+$72.9K
3,142
+3%
减持
WMT
WALMART INC
+$71.9K
10,032
-2%
增持
RTX
RTX CORP
+$71.0K
3,688
+1%
减持
WHR
WHIRLPOOL CORP
-$70.1K
875
-48%
增持
—
CRISPR THERAPEUTICS AG F
-$69.5K
6,140
+2%
增持
IVV
ISHARES CORE
+$67.5K
928
+9%
减持
XLF
STE STRT FINCL SLCT SECTOR SPDR ETF
+$66.6K
78,723
-0%
增持
EQIN
COLUMBIA US EQUITY INCOME ETF
+$66.6K
8,929
+17%
增持
ROK
ROCKWELL AUTOMATION INC
+$66.2K
1,605
+0%
清仓
—
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$66.0K
0
-100%
减持
MSTR
STRATEGY INC
-$65.1K
219
-27%
