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WEST MICHIGAN ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WEST MICHIGAN ADVISORS, LLC
报告期 2026-03-31 · CIK 0001909879
持仓数
298
前50大市值合计
$272.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 137 项
建仓 16
增持 86
减持 24
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$8.2M
417
-93%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$5.7M
53,602
+1651%
减持
PTBD
PACER TRENDPILOT US BOND ETF
-$4.3M
149,562
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。
-49%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$4.0M
39,969
+1244%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$3.2M
42,427
-21%
建仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$2.9M
62,053
建仓
QDPL
PACER FDS TRUST METAURUS US LARGE CAP
+$2.8M
80,153
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$2.6M
0
-100%
减持
QQQM
INVESCO NASDAQ 100 ETF
-$2.2M
53,952
-14%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$2.2M
4,685
-85%
减持
AAPL
APPLE INCORPORATED
-$1.9M
35,226
-22%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$764.0K
273,014
+10%
增持
UNP
UNION PAC CORPORATION
+$754.0K
6,549
+59%
增持
DVN
DEVON ENERGY CORPORATION NEW
+$683.0K
28,932
+24%
增持
FSK
FS KKR CAP CORPORATION
+$566.0K
278,630
+1%
增持
—
CHUBB LIMITED
+$565.0K
6,803
+48%
增持
MPC
MARATHON PETE CORPORATION
+$540.0K
18,345
+14%
增持
NVDA
NVIDIA CORPORATION
+$439.0K
9,462
+30%
建仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$425.0K
8,481
清仓
GILD
GILEAD SCIENCES INCORPORATED
-$389.0K
0
-100%
增持
BBY
BEST BUY INCORPORATED
+$384.0K
8,847
+114%
增持
AVGO
BROADCOM INCORPORATED
+$361.0K
1,055
+131%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$340.0K
28,535
+33%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$327.0K
257,613
+16%
清仓
PPL
PPL CORPORATION
-$326.0K
0
-100%
增持
AMZN
AMAZON COM INCORPORATED
+$326.0K
631
+22%
清仓
MMM
3M COMPANY
-$325.0K
0
-100%
建仓
ALL
ALLSTATE CORPORATION
+$324.0K
2,339
清仓
PM
PHILIP MORRIS INTERNATIONAL INCORPORATED
-$297.0K
0
-100%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$293.0K
2,674
+1%
建仓
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
+$289.0K
1,271
建仓
IGIB
ISHARES TR ISHS 5-10YR INVT
+$288.0K
5,252
增持
RJF
RAYMOND JAMES FINL INCORPORATED
+$285.0K
9,267
+27%
建仓
IGSB
ISHARES TR ISHS 1-5YR INVS
+$272.0K
5,262
增持
MRK
MERCK & COMPANY INCORPORATED
+$261.0K
13,630
+22%
增持
—
MARATHON OIL CORPORATION
+$258.0K
22,017
+22%
建仓
COP
CONOCOPHILLIPS
+$257.0K
2,573
建仓
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$253.0K
717
清仓
AMD
ADVANCED MICRO DEVICES INCORPORATED
-$252.0K
0
-100%
增持
HD
HOME DEPOT INCORPORATED
-$250.0K
4,356
+16%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$249.0K
5,827
-46%
清仓
NFLX
NETFLIX INCORPORATED
-$244.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHINES
-$242.0K
1,651
-52%
增持
—
MEDTRONIC PLC SHS
+$241.0K
8,415
+26%
清仓
KNX
KNIGHT-SWIFT TRANSN HLDGS INCORPORATED CLASS A
-$236.0K
0
-100%
增持
ABBV
ABBVIE INCORPORATED
+$231.0K
5,046
+16%
建仓
TGT
TARGET CORPORATION
+$225.0K
1,059
建仓
LQD
ISHARES TR IBOXX INV CP ETF
+$222.0K
1,839
建仓
MA
MASTERCARD INCORPORATED CLASS A
+$217.0K
607
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$211.0K
0
-100%
清仓
CLX
CLOROX COMPANY DEL
-$210.0K
0
-100%
建仓
TSLA
TESLA INCORPORATED
+$210.0K
195
减持
PYPL
PAYPAL HLDGS INCORPORATED
-$209.0K
1,999
-14%
清仓
TJX
TJX COMPANIES INCORPORATED NEW
-$202.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$186.0K
6,820
+14%
建仓
MIY
BLACKROCK MUNIYLD MICH QLTY FD
+$161.0K
12,585
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$156.0K
22,784
-6%
减持
QQQ
INVESCO QQQ
-$138.0K
1,817
-9%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
-$129.0K
7,595
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
+$120.0K
3,938
+25%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$114.0K
2,436
+75%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
+$109.0K
1,464
+53%
增持
KO
COCA COLA COMPANY
+$106.0K
6,111
+32%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$105.0K
9,336
+2%
增持
CODI
COMPASS DIVERSIFIED SH BEN INT
-$105.0K
15,895
+1%
增持
COST
COSTCO WHOLESALE CORPORATION NEW
+$104.0K
787
+28%
减持
MLKN
MILLERKNOLL INCORPORATED
-$103.0K
18,757
-2%
减持
CVX
CHEVRON CORPORATION NEW
+$97.0K
4,536
-17%
增持
PNC
PNC FINL SVCS GROUP INCORPORATED
+$94.0K
1,812
+52%
增持
CME
CME GROUP INCORPORATED
+$91.0K
3,253
+9%
增持
WMT
WALMART INCORPORATED
+$90.0K
6,418
+7%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$89.0K
19,454
+19%
增持
NEE
NEXTERA ENERGY INCORPORATED
+$86.0K
6,335
+31%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$77.0K
8,209
-3%
增持
ECL
ECOLAB INCORPORATED
-$72.0K
1,284
+1%
增持
GLD
SPDR GOLD SHARES
+$71.0K
1,599
+25%
增持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
-$71.0K
4,235
+5%
增持
IWD
ISHARES TR RUS 1000 VAL ETF
+$71.0K
9,860
+6%
增持
AGG
ISHARES TR CORE US AGGBD ET
-$69.0K
14,640
+2%
减持
CRM
SALESFORCE COM INCORPORATED
-$68.0K
1,409
-3%
增持
SPGI
S&P GLOBAL INCORPORATED
+$67.0K
962
+38%
增持
CRL
CHARLES RIV LABS INTERNATIONAL INCORPORATED
-$67.0K
777
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$65.0K
17,013
+15%
增持
SYK
STRYKER CORPORATION
+$63.0K
1,644
+17%
增持
QCOM
QUALCOMM INCORPORATED
+$59.0K
4,619
+31%
增持
NKE
NIKE INCORPORATED CLASS B
-$58.0K
1,873
+1%
增持
LLY
LILLY ELI & COMPANY
+$57.0K
2,516
+5%
增持
PFE
PFIZER INCORPORATED
-$56.0K
8,225
+1%
减持
IJH
ISHARES TR CORE S&P MCP ETF
-$50.0K
828
-14%
增持
IEFA
ISHARES TR CORE MSCI EAFE
-$46.0K
12,552
+2%
增持
MCD
MCDONALDS CORPORATION
+$42.0K
2,444
+17%
增持
CVS
CVS HEALTH CORPORATION
+$40.0K
2,836
+18%
增持
ABT
ABBOTT LABS
-$39.0K
4,637
+11%
增持
—
NXP SEMICONDUCTORS N V
-$37.0K
1,491
+9%
增持
MSFT
MICROSOFT CORPORATION
-$34.0K
12,480
+8%
减持
FFA
FIRST TR ENHANCED EQUITY INCOM
-$32.0K
15,175
-5%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP
+$31.0K
11,300
+10%
增持
DLTR
DOLLAR TREE INCORPORATED
+$31.0K
1,549
+0%
减持
FCX
FREEPORT-MCMORAN INCORPORATED CLASS B
+$29.0K
5,443
-6%
增持
JPM
JPMORGAN CHASE & COMPANY
-$28.0K
11,205
+14%
增持
—
EATON CORPORATION PLC SHS
-$28.0K
6,855
+11%
建仓
ZOMDF
ZOMEDICA CORPORATION
+$28.0K
84,000
增持
F
FORD MTR COMPANY DEL
-$28.0K
14,233
+10%
减持
—
ARISTA NETWORKS INCORPORATED
-$27.0K
1,669
-7%
增持
DIS
DISNEY WALT COMPANY
-$26.0K
2,181
+4%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
-$25.0K
14,654
+0%
减持
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
-$25.0K
9,338
-1%
增持
GNTX
GENTEX CORPORATION
+$25.0K
29,233
+23%
减持
PFF
ISHARES TR PFD AND INCM SEC
-$24.0K
7,735
-0%
增持
V
VISA INCORPORATED COM CLASS A
+$24.0K
1,692
+5%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$24.0K
3,838
+14%
增持
PG
PROCTER AND GAMBLE COMPANY
+$23.0K
4,669
+11%
增持
SSO
PROSHARES ULTRA S&P500
-$23.0K
5,000
+108%
增持
IWP
ISHARES TR RUS MD CP GR ETF
-$21.0K
3,375
+8%
减持
CAT
CATERPILLAR INCORPORATED
-$20.0K
1,064
-14%
增持
ETW
EATON VANCE TAX-MANAGED GLOBAL
+$18.0K
15,865
+23%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$18.0K
190
+8%
建仓
GLDG
GOLDMINING INCORPORATED
+$17.0K
10,000
增持
USMV
ISHARES TR MSCI USA MIN VOL
+$16.0K
12,575
+6%
减持
AMGN
AMGEN INCORPORATED
-$16.0K
862
-13%
增持
IWN
ISHARES TR RUS 2000 VAL ETF
+$15.0K
2,093
+8%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$14.0K
2,918
+20%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$14.0K
23,080
+12%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$13.0K
1,198
+1%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
-$13.0K
1,309
+10%
增持
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP
-$12.0K
4,196
+4%
增持
PEP
PEPSICO INCORPORATED
+$11.0K
2,518
+7%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$11.0K
8,786
+10%
增持
IWS
ISHARES TR RUS MDCP VAL ETF
+$10.0K
2,671
+5%
减持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
-$9.0K
1,963
-10%
增持
BAC
BK OF AMERICA CORPORATION
+$9.0K
9,906
+10%
增持
ITW
ILLINOIS TOOL WKS INCORPORATED
+$8.0K
1,379
+21%
增持
AMAT
APPLIED MATLS INCORPORATED
-$6.0K
2,008
+17%
增持
INTC
INTEL CORPORATION
+$4.0K
5,137
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
-$4.0K
352
+11%
增持
XEADX
ALLSPRING INCOME OPPORTUNIT INC OPPTY FD
+$3.0K
12,000
+20%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$1.0K
252
+4%
