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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 129 项
建仓 8
增持 61
减持 37
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$8.2M
6,454
+1448%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$8.2M
7,851
-81%
增持
QDPL
PACER FDS TRUST METAURUS US LARGE CAP
+$5.1M
272,847
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。
+240%
清仓
PTBD
PACER TRENDPILOT US BOND ETF
-$3.6M
0
-100%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$2.8M
82,502
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$2.3M
21,309
-47%
增持
QQQM
INVESCO NASDAQ 100 ETF
-$1.7M
54,753
+1%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.2M
24,726
增持
AAPL
APPLE INCORPORATED
-$1.2M
36,014
+2%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
10,329
+9%
减持
FSK
FS KKR CAP CORPORATION
-$966.0K
277,643
-0%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$912.0K
5,473
-28%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$730.0K
9,068
-3%
增持
AMZN
AMAZON COM INCORPORATED
-$686.0K
12,908
+1946%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$621.0K
53,058
-1%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
-$614.0K
262,046
+2%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$573.0K
12,064
-47%
减持
IWD
ISHARES TR RUS 1000 VAL ETF
-$568.0K
7,372
-25%
增持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP
+$539.0K
22,719
+101%
增持
MSFT
MICROSOFT CORPORATION
-$489.0K
13,080
+5%
增持
PFE
PFIZER INCORPORATED
+$486.0K
17,401
+112%
减持
BBY
BEST BUY INCORPORATED
-$445.0K
5,505
-38%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$387.0K
10,550
-38%
建仓
SHY
ISHARES TR 1 3 YR TREAS BD
+$386.0K
4,661
清仓
IWP
ISHARES TR RUS MD CP GR ETF
-$339.0K
0
-100%
减持
IEFA
ISHARES TR CORE MSCI EAFE
-$323.0K
9,335
-26%
清仓
IWS
ISHARES TR RUS MDCP VAL ETF
-$320.0K
0
-100%
清仓
TECL
DIREXION DAILY TECHNOLOGY BULL 3X SHARES
-$307.0K
0
-100%
增持
MRK
MERCK & COMPANY INCORPORATED
+$304.0K
15,601
+14%
清仓
DIS
DISNEY WALT COMPANY
-$299.0K
0
-100%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$297.0K
12,499
-15%
清仓
FCX
FREEPORT-MCMORAN INCORPORATED CLASS B
-$271.0K
0
-100%
增持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
-$268.0K
66,499
+7%
清仓
AMAT
APPLIED MATLS INCORPORATED
-$265.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$257.0K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-$253.0K
0
-100%
建仓
GE
GENERAL ELECTRIC COMPANY COM NEW
+$252.0K
3,952
清仓
NKE
NIKE INCORPORATED CLASS B
-$252.0K
0
-100%
增持
UNP
UNION PAC CORPORATION
-$247.0K
7,229
+10%
清仓
F
FORD MTR COMPANY DEL
-$241.0K
0
-100%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$238.0K
213
-15%
建仓
SUB
ISHARES TR SHRT NAT MUN ETF
+$232.0K
2,212
清仓
—
ARISTA NETWORKS INCORPORATED
-$232.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INCORPORATED
-$231.0K
0
-100%
清仓
HYMB
SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIP
-$231.0K
0
-100%
减持
QQQ
INVESCO QQQ
-$227.0K
1,542
-15%
清仓
ECL
ECOLAB INCORPORATED
-$227.0K
0
-100%
清仓
TGT
TARGET CORPORATION
-$225.0K
0
-100%
清仓
LQD
ISHARES TR IBOXX INV CP ETF
-$222.0K
0
-100%
清仓
IJH
ISHARES TR CORE S&P MCP ETF
-$222.0K
0
-100%
清仓
CRL
CHARLES RIV LABS INTERNATIONAL INCORPORATED
-$221.0K
0
-100%
建仓
—
EXXON MOBIL CORPORATION
+$220.0K
2,574
清仓
MA
MASTERCARD INCORPORATED CLASS A
-$217.0K
0
-100%
建仓
T
AT&T INCORPORATED
+$212.0K
10,091
清仓
TSLA
TESLA INCORPORATED
-$210.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
-$208.0K
0
-100%
减持
—
MARATHON OIL CORPORATION
-$207.0K
15,393
-30%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$206.0K
25,345
+10%
建仓
SPY
SPDR S&P 500 ETF
+$200.0K
530
增持
RJF
RAYMOND JAMES FINL INCORPORATED
-$186.0K
9,321
+1%
增持
JPM
JPMORGAN CHASE & COMPANY
-$184.0K
11,930
+6%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$177.0K
2,593
-3%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$171.0K
32,012
+12%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$171.0K
2,685
-43%
减持
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
-$160.0K
7,763
-17%
减持
MLKN
MILLERKNOLL INCORPORATED
-$160.0K
18,559
-1%
增持
JNJ
JOHNSON & JOHNSON
+$155.0K
7,686
+13%
减持
IWN
ISHARES TR RUS 2000 VAL ETF
-$126.0K
1,556
-26%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$126.0K
1,013
-23%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$123.0K
12,136
-3%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$123.0K
7,418
-10%
增持
—
EATON CORPORATION PLC SHS
-$118.0K
7,317
+7%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$114.0K
20,315
+4%
减持
CVX
CHEVRON CORPORATION NEW
-$112.0K
4,331
-5%
增持
SYK
STRYKER CORPORATION
-$108.0K
1,662
+1%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$100.0K
737
-6%
增持
BAC
BK OF AMERICA CORPORATION
-$99.0K
9,936
+0%
增持
—
MEDTRONIC PLC SHS
-$97.0K
9,326
+11%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$97.0K
6,229
-29%
减持
LLY
LILLY ELI & COMPANY
+$94.0K
2,515
-0%
减持
PNC
PNC FINL SVCS GROUP INCORPORATED
-$85.0K
1,580
-13%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
-$81.0K
14,687
+0%
增持
WMT
WALMART INCORPORATED
-$78.0K
7,220
+12%
减持
CRM
SALESFORCE INCORPORATED
-$70.0K
1,387
-2%
增持
AVGO
BROADCOM INCORPORATED
-$63.0K
1,237
+17%
减持
NEE
NEXTERA ENERGY INCORPORATED
-$62.0K
6,132
-3%
增持
FFA
FIRST TR ENHANCED EQUITY INCOM
-$58.0K
15,231
+0%
增持
DVN
DEVON ENERGY CORPORATION NEW
+$55.0K
32,051
+11%
增持
—
NXP SEMICONDUCTORS N V
-$54.0K
1,497
+0%
增持
QCOM
QUALCOMM INCORPORATED
-$53.0K
5,114
+11%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$53.0K
1,293
+8%
增持
INTC
INTEL CORPORATION
-$53.0K
5,390
+5%
增持
ABBV
ABBVIE INCORPORATED
-$45.0K
5,050
+0%
增持
CAT
CATERPILLAR INCORPORATED
+$44.0K
2,042
+92%
增持
IGSB
ISHARES TR ISHS 1-5YR INVS
+$44.0K
6,246
+19%
减持
DLTR
DOLLAR TREE INCORPORATED
-$43.0K
1,313
-15%
增持
SPGI
S&P GLOBAL INCORPORATED
-$40.0K
1,052
+9%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$39.0K
3,194
+9%
减持
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
-$39.0K
1,189
-6%
增持
MPC
MARATHON PETE CORPORATION
+$37.0K
19,521
+6%
增持
ABT
ABBOTT LABS
-$37.0K
4,713
+2%
增持
ITW
ILLINOIS TOOL WKS INCORPORATED
-$36.0K
1,389
+1%
增持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
-$36.0K
4,725
+12%
增持
MCD
MCDONALDS CORPORATION
+$36.0K
2,592
+6%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$34.0K
5,088
-13%
减持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
-$28.0K
3,768
-4%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$23.0K
3,069
+26%
增持
PFF
ISHARES TR PFD AND INCM SEC
-$23.0K
7,863
+2%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$22.0K
2,248
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$21.0K
1,675
+1%
增持
CVS
CVS HEALTH CORPORATION
-$21.0K
2,874
+1%
增持
V
VISA INCORPORATED COM CLASS A
+$18.0K
1,994
+18%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$18.0K
3,940
+3%
清仓
GLDG
GOLDMINING INCORPORATED
-$17.0K
0
-100%
增持
ALL
ALLSTATE CORPORATION
+$16.0K
2,857
+22%
减持
KO
COCA COLA COMPANY
-$11.0K
5,857
-4%
增持
GLD
SPDR GOLD SHARES
-$10.0K
1,654
+3%
增持
HD
HOME DEPOT INCORPORATED
+$8.0K
4,783
+10%
增持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$8.0K
1,676
+14%
增持
GNTX
GENTEX CORPORATION
-$8.0K
30,218
+3%
增持
PG
PROCTER AND GAMBLE COMPANY
+$7.0K
5,005
+7%
减持
AMGN
AMGEN INCORPORATED
-$7.0K
828
-4%
增持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$7.0K
8,743
+3%
减持
PEP
PEPSICO INCORPORATED
-$6.0K
2,489
-1%
增持
—
CHUBB LIMITED
-$5.0K
7,378
+8%
增持
CME
CME GROUP INCORPORATED
-$5.0K
3,755
+15%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$5.0K
304,892
+12%
增持
IGIB
ISHARES TR ISHS 5-10YR INVT
-$4.0K
5,564
+6%
增持
ZOMDF
ZOMEDICA CORPORATION
+$0
126,000
+50%
