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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 111 项
建仓 6
增持 54
减持 41
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.7M
59,333
+140%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$703.0K
341,495
+12%
增持
FSK
FS KKR CAP CORPORATION
-$594.0K
283,047
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。
+2%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$429.0K
5,858
-25%
清仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$392.0K
0
-100%
增持
MPC
MARATHON PETE CORPORATION
+$391.0K
20,086
+3%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$383.0K
268,203
+2%
增持
DVN
DEVON ENERGY CORPORATION NEW
+$373.0K
35,565
+11%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$335.0K
8,561
-6%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$330.0K
53,384
+1%
建仓
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
+$292.0K
10,472
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
-$291.0K
35,130
+10%
清仓
CAT
CATERPILLAR INCORPORATED
-$281.0K
0
-100%
建仓
HMOP
HARTFORD MUNICIPAL OPPORTUNITIES ETF
+$269.0K
7,356
增持
MSFT
MICROSOFT CORPORATION
-$245.0K
13,370
+2%
增持
SHY
ISHARES TR 1 3 YR TREAS BD
+$230.0K
7,578
+63%
清仓
CRM
SALESFORCE INCORPORATED
-$229.0K
0
-100%
清仓
SSO
PROSHARES ULTRA S&P500
-$225.0K
0
-100%
建仓
TSLA
TESLA INCORPORATED
+$223.0K
837
增持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$219.0K
75,987
+14%
建仓
CRL
CHARLES RIV LABS INTERNATIONAL INCORPORATED
+$215.0K
1,090
建仓
WM
WASTE MGMT INCORPORATED DEL
+$210.0K
1,307
减持
CMCSA
COMCAST CORPORATION NEW CLASS A
-$208.0K
20,072
-1%
增持
NVDA
NVIDIA CORPORATION
-$208.0K
11,183
+8%
清仓
DLTR
DOLLAR TREE INCORPORATED
-$205.0K
0
-100%
建仓
TJX
TJX COMPANIES INCORPORATED NEW
+$202.0K
3,241
清仓
INTC
INTEL CORPORATION
-$202.0K
0
-100%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$202.0K
0
-100%
清仓
AMGN
AMGEN INCORPORATED
-$201.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF
-$200.0K
0
-100%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$179.0K
90,991
+10%
减持
GNTX
GENTEX CORPORATION
-$132.0K
29,899
-1%
增持
AMZN
AMAZON COM INCORPORATED
+$114.0K
13,136
+2%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$111.0K
6,415
+63%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$105.0K
524
-29%
减持
IEFA
ISHARES TR CORE MSCI EAFE
-$100.0K
8,523
-9%
增持
CME
CME GROUP INCORPORATED
-$99.0K
3,780
+1%
增持
PFE
PFIZER INCORPORATED
-$99.0K
18,575
+7%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$92.0K
11,490
-5%
减持
IGSB
ISHARES TR ISHS 1-5YR INVS
-$92.0K
4,537
-27%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$86.0K
7,363
-16%
增持
ABBV
ABBVIE INC
-$83.0K
5,134
+2%
增持
JNJ
JOHNSON & JOHNSON
-$83.0K
7,839
+2%
增持
UNP
UNION PAC CORPORATION
-$76.0K
7,523
+4%
减持
IGIB
ISHARES TR ISHS 5-10YR INVT
-$76.0K
4,307
-23%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$74.0K
12,421
-1%
增持
PG
PROCTER AND GAMBLE COMPANY
-$73.0K
5,123
+2%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$72.0K
5,595
+2527%
增持
MRK
MERCK & COMPANY INCORPORATED
-$70.0K
15,695
+1%
减持
RJF
RAYMOND JAMES FINL INCORPORATED
+$69.0K
9,122
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
-$69.0K
3,572
-5%
增持
JPM
JPMORGAN CHASE & COMPANY
-$68.0K
12,193
+2%
增持
WMT
WALMART INCORPORATED
+$68.0K
7,289
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$68.0K
9,955
-6%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$67.0K
3,276
+7%
减持
BAC
BK OF AMERICA CORPORATION
-$64.0K
8,112
-18%
增持
—
CHUBB LIMITED
-$63.0K
7,622
+3%
增持
QQQ
INVESCO QQQ
+$62.0K
1,846
+20%
减持
ABT
ABBOTT LABS
-$62.0K
4,647
-1%
增持
META
META PLATFORMS INCORPORATED CLASS A
-$61.0K
2,625
+1%
增持
—
MEDTRONIC PLC SHS
-$60.0K
9,618
+3%
增持
IWD
ISHARES TR RUS 1000 VAL ETF
-$59.0K
7,422
+1%
减持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
+$56.0K
4,668
-1%
增持
IJR
ISHARES TR CORE S&P SCP ETF
-$56.0K
21,935
+3%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP
-$55.0K
22,092
-3%
减持
MCD
MCDONALDS CORPORATION
-$53.0K
2,541
-2%
增持
T
AT&T INCORPORATED
-$52.0K
10,406
+3%
增持
CSCO
CISCO SYSTEMS INCORPORATED
-$51.0K
25,737
+2%
减持
FFA
FIRST TR ENHANCED EQUITY INCOM
-$50.0K
13,545
-11%
增持
QCOM
QUALCOMM INCORPORATED
-$49.0K
5,345
+5%
减持
—
EATON CORPORATION PLC SHS
+$49.0K
7,277
-1%
减持
KO
COCA COLA COMPANY
-$43.0K
5,784
-1%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$43.0K
3,878
+1941%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$42.0K
7,181
-3%
减持
PNC
PNC FINL SVCS GROUP INCORPORATED
-$41.0K
1,392
-12%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$40.0K
5,728
-11%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$39.0K
11,694
-3%
减持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$38.0K
1,657
-1%
增持
PFF
ISHARES TR PFD AND INCM SEC
+$37.0K
9,323
+19%
减持
SPGI
S&P GLOBAL INCORPORATED
-$36.0K
1,043
-1%
增持
QQQM
INVESCO NASDAQ 100 ETF
-$35.0K
57,052
+4%
增持
V
VISA INCORPORATED COM CLASS A
-$34.0K
2,016
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
-$33.0K
1,704
+2%
增持
AVGO
BROADCOM INCORPORATED
-$30.0K
1,285
+4%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
-$30.0K
5,545
+1%
清仓
ZOMDF
ZOMEDICA CORPORATION
-$28.0K
0
-100%
增持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
-$27.0K
14,722
+0%
增持
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
-$26.0K
7,776
+0%
增持
—
NXP SEMICONDUCTORS N V
+$26.0K
1,677
+12%
增持
CVS
CVS HEALTH CORPORATION
+$21.0K
3,006
+5%
增持
—
EDGIO INCORPORATED
+$20.0K
16,857
+42%
减持
PEP
PEPSICO INCORPORATED
-$19.0K
2,421
-3%
减持
CVX
CHEVRON CORPORATION NEW
-$18.0K
4,238
-2%
减持
AAPL
APPLE INCORPORATED
-$17.0K
35,506
-1%
减持
ITW
ILLINOIS TOOL WKS INCORPORATED
-$15.0K
1,317
-5%
增持
QDPL
PACER FDS TRUST METAURUS US LARGE CAP
+$12.0K
290,322
+6%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$11.0K
1,292
-0%
减持
—
MARATHON OIL CORPORATION
-$11.0K
14,828
-4%
增持
SUB
ISHARES TR SHRT NAT MUN ETF
+$10.0K
2,351
+6%
增持
IWN
ISHARES TR RUS 2000 VAL ETF
-$9.0K
1,574
+1%
增持
BBY
BEST BUY INCORPORATED
+$8.0K
5,783
+5%
减持
HD
HOME DEPOT INCORPORATED
-$7.0K
4,726
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
+$7.0K
1,135
-5%
减持
NEE
NEXTERA ENERGY INCORPORATED
-$5.0K
5,987
-2%
减持
—
EXXON MOBIL CORPORATION
-$4.0K
2,463
-4%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$4.0K
1,029
+2%
增持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$3.0K
6,382
+2%
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
-$2.0K
3,288
+3%
减持
SYK
STRYKER CORPORATION
+$2.0K
1,642
-1%
减持
LLY
LILLY ELI & COMPANY
-$2.0K
2,513
-0%
减持
ALL
ALLSTATE CORPORATION
-$2.0K
2,711
-5%
