13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001538383
申报总市值
US$7.8亿
US$7.8亿
1446 檔
14.4%
Westside Investment Management, Inc. 在 Q2 2026 季度的美股仓位总计估值为 US$7.8亿，分散于 1446 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2026，Westside Investment Management, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 108 个既有持股进行加仓（合计增持 112 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Westside Investment Management, Inc. 的前 5 大核心持股（包含 AAPL, VYM, QQQ 等）合计占整体申报市值的 14.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
市值: US$38.7万
本季最大获利了结 / 清仓标的
HON
前期市值: US$12.0万
仅显示前 200 大持股（共 1446 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 3.50% | +0.46% | -0.07% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.38% | -0.17% | +0.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.97% | — | +0.56% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.78% | +0.10% | -0.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.22% | -0.16% | +0.36% | |
| 6 | TPC | Tutor Perini CORP | 股票-其他 | 2.17% | -0.08% | -9.17% | |
| 7 | ETON | Eton Pharmaceuticals Inc | 股票-其他 | 2.05% | +0.58% | -7.86% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.89% | +0.06% | +1.17% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 1.65% | -0.19% | -21.12% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | +0.02% | +1.16% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.47% | -0.10% | -0.28% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | +0.49% | +2.60% | |
| 13 | COHR | Coherent CORP | 股票-科技 | 1.39% | -0.40% | -1.23% | |
| 14 | PBI | Pitney Bowes Inc | 股票-其他 | 1.38% | -0.14% | -2.00% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | +0.07% | +7.93% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.22% | +2.28% | |
| 17 | HROW | Harrow Inc | 股票-其他 | 1.25% | -0.33% | +20.51% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | -0.12% | -1.43% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.18% | +0.29% | +2.70% | |
| 20 | UBER | Uber Technologies Inc | 股票-工业 | 1.13% | -0.07% | +0.57% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.12% | -0.12% | -0.21% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.06% | — | -2.36% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | -0.03% | -0.51% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.01% | -0.05% | — | |
| 25 | CGBL | Cap Group Core Balanced | ETF-其他 | 1.01% | +0.04% | +12.31% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.96% | -0.12% | -1.14% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.92% | -0.08% | +0.20% | |
| 28 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 0.92% | -0.13% | +27.98% | |
| 29 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.87% | +0.11% | +3.81% | |
| 30 | URI | United Rentals Inc | 股票-工业 | 0.83% | -0.12% | -0.04% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.83% | -0.03% | +0.88% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | +0.02% | +4.68% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.79% | -0.06% | +0.59% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | -0.05% | +1.97% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.72% | -0.01% | +6.38% | |
| 36 | FCAL | First Trust California Munic | ETF-其他 | 0.68% | -0.05% | -1.98% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | -0.22% | — | |
| 38 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.63% | -0.06% | +10.78% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.61% | — | +4.06% | |
| 40 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.59% | +0.14% | +0.51% | |
| 41 | SNOW | Snowflake Inc | 股票-科技 | 0.58% | +0.14% | +4.81% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.58% | -0.03% | +0.57% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.55% | — | -0.30% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.55% | -0.04% | -0.50% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.54% | -0.02% | -0.91% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | -0.01% | +3.49% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工业 | 0.52% | -0.05% | — | |
| 48 | BCO | Brink's Co/the | 股票-工业 | 0.49% | +0.02% | +16.36% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | -0.05% | +0.55% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.48% | — | +0.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | -21.12% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +0.6% | -2.36% | 减仓 |
| 3 | COHR | Coherent CORP | +0.4% | -1.23% | 减仓 |
| 4 | PBI | Pitney Bowes Inc | +0.3% | -2.00% | 减仓 |
| 5 | AMAT | Applied Materials Inc | +0.3% | — | 不变 |
| 6 | SMH | Vaneck Semiconductor ETF | +0.3% | -1.14% | 减仓 |
| 7 | ETON | Eton Pharmaceuticals Inc | +0.3% | -7.86% | 减仓 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.56% | 加仓 |
| 9 | HROW | Harrow Inc | +0.3% | +20.51% | 加仓 |
| 10 | URI | United Rentals Inc | +0.2% | -0.04% | 减仓 |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | -0.31% | 减仓 |
| 12 | SNOW | Snowflake Inc | +0.2% | +4.81% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.2% | — | 不变 |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -0.51% | 减仓 |
| 15 | HPE | Hewlett Packard Enterprise | +0.2% | -1.83% | 减仓 |
| 16 | INTU | Intuit Inc | +0.2% | +6772.97% | 加仓 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -11.66% | 减仓 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.36% | 加仓 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +1.38% | 加仓 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -0.91% | 减仓 |
| 21 | SOXX | Ishares Semiconductor ETF | +0.1% | — | 不变 |
| 22 | SNOXX | Schwab Trsry Obl Mny-inv | +0.1% | +160.01% | 加仓 |
| 23 | TIP | Ishares Tips Bond ETF | +0.1% | +1042.09% | 加仓 |
| 24 | SWOXX | Schwab Municipal Money-ult | +0.1% | +27.98% | 加仓 |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.88% | 加仓 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -0.28% | 减仓 |
| 27 | CGBL | Cap Group Core Balanced | +0.1% | +12.31% | 加仓 |
| 28 | TMB | Thornburg Multi Sector B ETF | +0.1% | +45.50% | 加仓 |
| 29 | AOR | Ishares Core 60/40 Balanced | +0.1% | +41.07% | 加仓 |
| 30 | ASML | ASML Holding N.V. | +0.1% | -0.30% | 减仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +0.01% | 加仓 |
| 32 | TIMUX | Transam Interm Muni-i | +0.1% | +48.77% | 加仓 |
| 33 | INTC | Intel CORP | +0.1% | -10.28% | 减仓 |
| 34 | PLSE | Pulse Biosciences Inc | +0.1% | +10.32% | 加仓 |
| 35 | ATOM | Atomera Inc | +0.1% | -20.68% | 减仓 |
| 36 | ✓ | +0.1% | NEW | 新建仓 | |
| 37 | ✓ | +0.1% | NEW | 新建仓 | |
| 38 | TRMB | Trimble Inc | 0% | +65.05% | 加仓 |
| 39 | PAAA | Pgim Aaa Clo ETF | 0% | +31.80% | 加仓 |
| 40 | IYW | Ishares Ustechnology ETF | 0% | +2.49% | 加仓 |
| 41 | UNH | Unitedhealth Group Inc | 0% | -5.95% | 减仓 |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +4.06% | 加仓 |
| 43 | CVS | Cvs Health CORP | 0% | -14.14% | 减仓 |
| 44 | LLY | Eli Lilly & Co | 0% | +0.45% | 加仓 |
| 45 | ADBE | Adobe Inc | 0% | +49.94% | 加仓 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | 0% | +57.40% | 加仓 |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | +40.99% | 加仓 |
| 48 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 49 | CGIC | Cap Group Intl Core Eq | 0% | +96.93% | 加仓 |
| 50 | KZIA | Kazia Therapeutics-spon Adr | 0% | -5.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Westside Investment Management, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$7.8亿，共申报了 1446 个公开持股仓位。
在 Q2 2026 季度，Westside Investment Management, Inc. 按市值排列的前三大核心持股分别为：AAPL (3.5%)、VYM (3.4%)、QQQ (3.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.5% 的权重。
在 Q2 2026 季度中，Westside Investment Management, Inc. 共进行了 180 项持仓异动，包含新建仓 4 个仓位、加仓 108 个仓位、减仓 66 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。