Westside Investment Management, Inc. 13F 持仓 · 2026年Q2
Westside Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,427 只证券，申报市值合计 7.61 亿美元。前几大持仓：AAPL（3.50%）、VYM（3.38%）、QQQ（2.97%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $26.6M | 3.50% | 92,002 | 减持 |
| 2 | VYM | VANGUARD WHITEHALL FDS INC HIGH DIV | $25.7M | 3.38% | 162,620 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $22.6M | 2.97% | 30,753 | 增持 |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $21.2M | 2.78% | 57,284 | 减持 |
| 5 | GOOGL | ALPHABET INC CAP ETF | $16.9M | 2.22% | 47,244 | 增持 |
| 6 | TPC | TUTOR PERINI | $16.5M | 2.17% | 198,767 | 减持 |
| 7 | ETON | ETON PHARMACEUTICALS INC | $15.6M | 2.05% | 431,160 | 减持 |
| 8 | AMZN | AMAZON COM INC | $14.4M | 1.89% | 60,250 | 增持 |
| 9 | MU | MICRON TECHNOLOGY INC | $12.6M | 1.65% | 10,895 | 减持 |
| 10 | IEFA | ISHARES TR CORE MSCI | $11.3M | 1.49% | 117,494 | 增持 |
| 11 | GOOG | ALPHABET INC CLASS C | $11.2M | 1.47% | 31,625 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $10.8M | 1.42% | 29,049 | 增持 |
| 13 | COHR | COHERENT CORP | $10.6M | 1.39% | 26,816 | 减持 |
| 14 | PBI | PITNEY BOWES | $10.5M | 1.38% | 601,715 | 减持 |
| 15 | AGG | ISHARES TR CORE US AGGBD | $9.8M | 1.29% | 99,000 | 增持 |
| 16 | HROW | HARROW INC | $9.5M | 1.25% | 224,051 | 增持 |
| 17 | NVDA | NVIDIA CORP | $9.5M | 1.25% | 47,675 | 增持 |
| 18 | AVGO | BROADCOM INC | $9.4M | 1.23% | 24,874 | 减持 |
| 19 | META | META PLATFORMS INC CLASS A | $9.0M | 1.18% | 15,929 | 增持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $8.6M | 1.13% | 118,779 | 增持 |
| 21 | VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES | $8.5M | 1.12% | 21,481 | 减持 |
| 22 | AMD | ADVANCED MICRO DEVICES I | $8.1M | 1.06% | 13,886 | 减持 |
| 23 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.8M | 1.02% | 40,872 | 减持 |
| 24 | CGBL | CAPITAL GROUP CORE BALANCED | $7.7M | 1.01% | 201,673 | 增持 |
| 25 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $7.7M | 1.01% | 32,421 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR