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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 8增持 95减持 42清仓 5

方向

标的

Δ市值

现股数(环比)

增持

IEFA ISHARES TR CORE MSCI

+$10.3M

116,143 +4631%

减持

ETON ETON PHARMACEUTICALS INC

+$3.6M

467,915 -1%

减持

SWVXX SCHWAB PRIME ADVANTAGE MONEY INVESTOR

-$2.9M

1,094,343

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。

增持

MSFT MICROSOFT CORP

-$2.8M

28,312 +2%

减持

SWOXX SCHWAB MUNICIPAL MONEY ULTRA

-$2.5M

5,449,857 -32%

增持

AIVL WISDOMTREE U S AL ENHANCED VALUE FUND

+$2.4M

20,955 +5887%

增持

HROW HARROW INC

-$2.3M

185,926 +3%

增持

ADBE ADOBE INC

+$1.9M

8,073 +2814%

增持

IAU ISHARES GOLD TRUST

+$1.8M

20,468 +10134%

减持

TPC TUTOR PERINI

+$1.7M

218,832 -3%

减持

SHOP SHOPIFY INC FCLASS CLASS A

-$1.6M

38,975 -0%

增持

VYM VANGUARD WHITEHALL FDS INC HIGH DIV

+$1.6M

162,017 +4%

增持

THMIX THORNBURG INTERMEDIATE MUNICIPAL INST

+$1.6M

152,978 +345%

增持

TMB THORNBURG MULTI SECTOR BOND ETF

+$1.4M

70,973 +299%

减持

GOOGL ALPHABET INC CAP STK

-$1.3M

47,074 -1%

增持

META META PLATFORMS INC CLASS CLASS A

-$1.3M

15,510 +1%

增持

TIMUX TRANSAMERICA INTERMEDIATE MUNI I

+$1.1M

112,649 +991%

增持

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF

+$1.1M

59,060 +5%

增持

— BALANCED POOL

+$1.1M

13,158 +593%

增持

FZIIX FIDELITY ADVISOR INTERM MUNI INC I

+$1.1M

307,196 +52%

减持

QCOM QUALCOMM INC

-$1.0M

22,276 -2%

增持

UBER UBER TECHNOLOGIES INC

-$1.0M

118,110 +2%

增持

CGBL CAPITAL GROUP CORE BALANCED

+$1.0M

179,565 +23%

增持

AVUV AVANTIS US SMALL CAP VALUE ETF

+$953.3K

56,161 +9%

减持

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

-$902.2K

57,691 -0%

增持

AVGO BROADCOM INC

-$870.5K

25,234 +0%

减持

GOOG ALPHABET INC CLASS CLASS C

-$846.0K

31,715 -1%

增持

PAAA PGIM AAA CLO ETF

+$840.8K

37,984 +76%

增持

QQQ INVESCO QQQ TR

-$827.8K

30,581 +2%

减持

CVS CVS HEALTH CORP

-$801.7K

39,444 -14%

减持

ORCL ORACLE CORP

-$777.6K

15,718 -1%

增持

VCR VANGUARD CONSUMER DISCREITIONARY INDEX FUNDETF SHARES

-$732.5K

21,526 +0%

增持

QQQM INVESCO NASDAQ 100 ETF

+$732.1K

20,618 +25%

减持

GLD SPDR GOLD SHARES

-$725.5K

17,403 -16%

清仓

FTMS PUTNAM FRANKLIN

-$712.1K

0 -100%

增持

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF

+$663.3K

83,910 +24%

增持

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND

+$662.4K

12,059 +50%

减持

COHR COHERENT CORP

+$654.3K

27,151 -14%

减持

SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

-$637.7K

52,240 -19%

建仓

TCAF T ROWE

+$632.6K

17,775

增持

MUST COLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF

+$620.5K

46,800 +185%

增持

PLSE PULSE BIOSCIENCES

+$611.3K

70,492 +6%

清仓

FUMB FIRST TRUST

-$601.8K

0 -100%

增持

DKNG DRAFTKINGS INC

-$593.1K

54,863 +6%

减持

CHTR CHARTER COMMUNICATIONS ICLASS A

-$590.4K

514 -85%

增持

TRMB TRIMBLE INC

+$588.8K

36,967 +59%

增持

SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF

+$587.4K

112,937 +33%

增持

SMIZ ZACKS TR

+$583.5K

20,917 +302%

增持

AOR ISHARES CORE

+$577.8K

21,840 +72%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE ETF

+$576.3K

39,451 +56%

增持

SMH VANECK SEMICONDUCTOR ETF

+$571.9K

11,254 +8%

减持

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

-$561.5K

41,385 -12%

减持

NOC NORTHROP GRUMMAN CORP

+$527.3K

7,699 -7%

增持

AAPL APPLE INC

+$524.2K

92,069 +9%

增持

PM PHILIP MORRIS INTL INC

+$519.0K

3,745 +526%

增持

AMZN AMAZON COM INC

-$516.9K

59,551 +5%

增持

MLN VANECK LONG

+$515.8K

244,316 +14%

增持

WOBDX JPMORGAN CORE BOND I

+$495.1K

56,464 +559%

增持

CRM SALESFORCE INC

+$492.2K

9,565 +93%

增持

ICF ISHARES SELECT U S REITETF

+$487.8K

30,257 +30%

增持

SWTXX SCHWAB MUNICIPAL MONEY INV

+$458.2K

2,412,470 +23%

增持

SNOW SNOWFLAKE INC CLASS CLASS A

-$456.8K

16,601 +23%

增持

FGBPX FIDELITY ADVISOR INVESTMENT GR BD I

+$446.7K

65,786 +1455%

增持

NVDA NVIDIA CORP

-$437.9K

46,613 +1%

增持

EQIN COLUMBIA U S EQUITY INCOME ETF

+$431.6K

17,415 +95%

减持

— MEDTRONIC PLC F

-$431.5K

15,282 -16%

增持

— SEAGATE TECHNOLOGY H F

+$420.9K

3,240 +5%

增持

PANW PALO ALTO NETWORKS INC

+$418.3K

5,745 +107%

增持

URI UNITED RENTALS INC

-$418.0K

5,595 +1%

减持

UNH UNITEDHEALTH GROUP INC

-$410.9K

3,816 -13%

增持

SDY STATE STREET

+$407.9K

38,557 +3%

减持

LLY ELI LILLY AND CO

-$402.8K

2,235 -2%

增持

MDYG STATE STREET

+$395.5K

5,650 +256%

增持

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-$391.4K

41,082 +1%

增持

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A

+$372.9K

3,848 +234%

清仓

— GROWTH POOL

-$363.1K

0 -100%

减持

SNAXX SCHWAB PRIME ADVANTAGE MONEY ULTRA

-$360.0K

397,144 -48%

增持

VTV VANGUARD VALUE INDEX FUND ETF SHARES

+$355.8K

2,936 +155%

减持

GILD GILEAD SCIENCES INC

+$349.8K

23,165 -1%

减持

FDX FEDEX CORP

+$314.6K

5,151 -2%

增持

IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF

+$313.0K

11,805 +39%

增持

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

+$311.3K

27,548 +10%

建仓

GDX VANECK GOLD

+$304.6K

3,319

增持

NEAR ISHARES U S TR BLACKROCK ST MAT

+$301.8K

27,550 +28%

增持

XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF

+$301.5K

37,505 +12%

增持

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-$297.9K

81,299 +3%

减持

BAC BANK OF AMERICA CORP

-$294.1K

42,566 -1%

增持

NFLX NETFLIX INC

+$290.2K

12,060 +26%

增持

BX BLACKSTONE INC

+$272.6K

18,344 +54%

减持

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD COM

-$268.2K

6,562 -11%

增持

APP APPLOVIN CORP CLASS CLASS A

+$261.3K

775 +1130%

增持

TLT ISHARES TR 20 PLUS YR TR BD

+$259.4K

8,115 +59%

减持

JPM JPMORGAN CHASE & CO

-$258.0K

7,008 -2%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$250.8K

53,916 +3%

减持

PBI PITNEY BOWES

+$248.7K

614,014 -1%

清仓

— CONFLUENT INC CLASS A

-$248.6K

0 -100%

增持

CRWV COREWEAVE INC CLASS A

+$248.1K

3,290 +1545%

增持

ATOM ATOMERA INC

+$244.6K

150,877 +1%

增持

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

+$238.7K

19,858 +13%

建仓

TXUE THORNBURG INTL

+$234.9K

7,278

增持

EOG EOG RESOURCES

+$233.0K

2,630 +95%

减持

BDX BECTON DICKINSON & CO

-$222.8K

907 -52%

增持

UI UBIQUITI INC

+$221.4K

332 +225%

增持

XCEM COLUMBIA EM CORE EX-CHINA ETF

+$219.9K

9,783 +109%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$219.5K

36,271 +30%

减持

ABBV ABBVIE INC

-$218.0K

16,650 -0%

建仓

— ELBIT SYSTEMS LTD F

+$217.8K

245

增持

COST COSTCO WHSL CORP NEW

+$217.3K

1,318 +2%

增持

FMB FIRST TRUST MANAGED MUNICIPAL ETF

+$207.4K

72,959 +7%

增持

GEV GE VERNOVA INC

+$206.4K

557 +29%

减持

VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES

-$205.2K

11,630 -1%

减持

JPST JPMORGAN ULTRA-SHORT INCOME ETF

-$204.7K

68,129 -6%

增持

TBIL RBB FD INC US TREAS 3

+$201.8K

9,800 +70%

建仓

ADFIX AMERICAN CENTURY DIVERSIFIED BOND INV

+$199.6K

21,746

建仓

PLIDX ARISTOTLE CORE INCOME I-2

+$199.4K

20,616

减持

AMGN AMGEN INC

+$196.6K

9,815 -1%

增持

BNDX VANGUARD TOTAL

+$195.6K

37,213 +13%

增持

TSLA TESLA INC

-$191.9K

3,812 +7%

增持

SGIIX FIRST EAGLE GLOBAL I

+$189.7K

5,750 +64%

增持

VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES

+$189.6K

11,146 +2%

增持

IJR ISHARES CORE S&P SMALL-CAP ETF

+$184.5K

25,063 +3%

减持

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

-$180.7K

3,868 -45%

减持

PYPL PAYPAL HOLDINGS

-$179.2K

11,765 -3%

增持

AMD ADVANCED MICRO DEVIC

+$174.5K

14,221 +10%

减持

JNJ JOHNSON & JOHNSON

+$165.9K

4,828 -1%

增持

IYY ISHARES DOW

+$165.5K

4,440 +37%

减持

CVX CHEVRON CORP NEW

+$164.3K

3,141 -1%

减持

SPTM STATE STREET

-$162.6K

29,953 -2%

增持

KZIA KAZIA THERAPEUTICS

+$162.4K

50,425 +63%

减持

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

-$156.9K

32,421 -0%

建仓

— ASTRAZENECA PLC F

+$156.5K

779

减持

BRK/B BERKSHIRE HATHAWAY CLASS B

-$154.5K

4,516 -3%

增持

AGG ISHARES TR CORE US AGGBD

+$154.2K

91,727 +2%

增持

VXUS VANGUARD TOTAL

+$153.1K

45,156 +2%

清仓

— ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0 5 ORD SHS

-$152.3K

0 -100%

增持

ISRG INTUITIVE SURGICAL INC

+$150.6K

660 +151%

增持

CGIC CAPITAL GROUP

+$148.0K

7,660 +136%

增持

FCX FREEPORT-MCMORAN INC

+$144.1K

16,137 +0%

增持

EWZ ISHARES MSCI BRAZIL ETF

+$138.8K

3,850 +1275%

建仓

AWK AMERICAN WATER

+$136.1K

1,000

增持

MUB ISHARES NATIONAL MUNI BOND ETF

+$133.2K

48,011 +4%

减持

— ASML HOLDING

+$130.0K

1,000 -9%

增持

WMT WALMART INC

+$129.6K

10,033 +0%

增持

NOW SERVICENOW INC

+$127.2K

3,715 +117%

增持

SBUX STARBUCKS CORP

+$126.9K

19,225 +1%

增持

RVTY REVVITY INC

-$125.6K

15,660 +1%

增持

VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES

+$125.2K

41,998 +6%

减持

IYW ISHARES U S TECHNOLOGY ETF

-$122.7K

6,837 -0%

增持

CGDG CAPITAL GROUP DIVIDEND GROWERS ETF

+$121.4K

19,290 +20%

减持

DIS WALT DISNEY

-$120.2K

5,250 -5%