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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 120 项
建仓 18
增持 36
减持 60
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
+$6.8M
228,361
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$6.6M
161,020
减持
QQQM
INVESCO NASDAQ 100 ETF
-$5.7M
4,777
-92%
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。
建仓
COWZ
PACER US CASH COWS 100 ETF
+$5.7M
123,925
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$4.9M
96,156
+1399%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$4.7M
3,363
-94%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$4.2M
421,004
+23%
减持
IJR
ISHARES TR CORE S&P SCP ETF
-$1.7M
2,377
-89%
减持
QDPL
PACER FDS TRUST METAURUS US LARGE CAP
-$1.2M
236,286
-19%
增持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$1.1M
91,473
+20%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$761.4K
74,575
+26%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK
+$650.1K
138,017
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$403.1K
93,495
+3%
增持
AMZN
AMAZON COM INCORPORATED
-$380.6K
13,148
+0%
增持
JPM
JPMORGAN CHASE & COMPANY
+$363.3K
12,217
+0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$356.5K
3,638
-38%
减持
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP
-$352.6K
14,184
-36%
减持
MRK
MERCK & COMPANY INCORPORATED
+$315.1K
15,026
-4%
建仓
SSO
PROSHARES ULTRA S&P500
+$306.7K
6,900
减持
AAPL
APPLE INCORPORATED
-$302.6K
35,437
-0%
清仓
PSEP
INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
-$292.0K
0
-100%
清仓
MLKN
MILLERKNOLL INCORPORATED
-$290.0K
0
-100%
减持
QQQ
INVESCO QQQ
-$262.3K
870
-53%
建仓
AMGN
AMGEN INCORPORATED
+$252.4K
961
建仓
ADM
ARCHER DANIELS MIDLAND COMPANY
+$250.8K
2,701
减持
—
CHUBB LIMITED
+$248.2K
7,413
-3%
清仓
SUB
ISHARES TR SHRT NAT MUN ETF
-$242.0K
0
-100%
减持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$241.7K
3,269
-1%
建仓
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$232.6K
753
清仓
IGSB
ISHARES TR ISHS 1-5YR INVS
-$224.0K
0
-100%
清仓
TSLA
TESLA INCORPORATED
-$223.0K
0
-100%
建仓
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
+$221.6K
4,761
建仓
NKE
NIKE INCORPORATED CLASS B
+$220.8K
1,887
清仓
IGIB
ISHARES TR ISHS 5-10YR INVT
-$208.0K
0
-100%
建仓
AMAT
APPLIED MATLS INCORPORATED
+$207.3K
2,128
建仓
CAT
CATERPILLAR INCORPORATED
+$204.1K
852
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$204.0K
2,835
建仓
MDLZ
MONDELEZ INTERNATIONAL INCORPORATED CLASS A
+$202.8K
3,043
建仓
SPY
SPDR S&P 500 ETF
+$202.5K
530
减持
NVDA
NVIDIA CORPORATION
+$202.3K
10,677
-5%
建仓
SGOV
ISHARES TR 0-3 MNTH TREASRY
+$202.3K
2,020
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$197.8K
25,772
+0%
增持
FSK
FS KKR CAP CORPORATION
+$192.1K
285,151
+1%
建仓
MLN
VANECK LONG MUNI ETF
+$185.9K
10,647
增持
AVGO
BROADCOM INCORPORATED
+$182.4K
1,347
+5%
减持
HD
HOME DEPOT INCORPORATED
+$178.3K
4,696
-1%
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$168.4K
21,660
+8%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$163.0K
12,510
+26%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
-$156.7K
7,555
-12%
减持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$154.6K
261,677
-2%
增持
UNP
UNION PAC CORPORATION
+$154.4K
7,826
+4%
减持
SHY
ISHARES TR 1 3 YR TREAS BD
-$152.5K
5,710
-25%
增持
BBY
BEST BUY INCORPORATED
+$152.0K
6,471
+12%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$140.6K
9,566
+12%
增持
PG
PROCTER AND GAMBLE COMPANY
+$139.6K
5,190
+1%
增持
MSFT
MICROSOFT CORPORATION
+$139.3K
13,565
+1%
减持
PFE
PFIZER INCORPORATED
+$134.9K
18,500
-0%
减持
—
EATON CORPORATION PLC SHS
+$133.6K
7,038
-3%
减持
ABBV
ABBVIE INCORPORATED
+$128.0K
5,061
-1%
增持
—
MARATHON OIL CORPORATION
+$114.8K
16,616
+12%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$113.9K
36,748
+5%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$110.1K
7,833
+9%
减持
LLY
LILLY ELI & COMPANY
+$103.4K
2,505
-0%
增持
T
AT&T INCORPORATED
+$90.0K
13,581
+31%
减持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
+$88.3K
4,402
-6%
增持
GE
GENERAL ELECTRIC COMPANY COM NEW
+$86.2K
3,953
+0%
减持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
-$82.3K
5,136
-8%
增持
V
VISA INCORPORATED COM CLASS A
+$74.2K
2,085
+3%
减持
IWD
ISHARES TR RUS 1000 VAL ETF
+$72.2K
7,136
-4%
减持
SYK
STRYKER CORPORATION
+$66.0K
1,632
-1%
减持
WMT
WALMART INCORPORATED
+$64.8K
7,129
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORPORATION
+$63.2K
3,530
-1%
减持
JNJ
JOHNSON & JOHNSON
+$62.2K
7,604
-3%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$59.1K
3,420
+4%
减持
ABT
ABBOTT LABS
+$57.1K
4,619
-1%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$54.8K
5,703
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$51.2K
1,804
+6%
减持
—
EXXON MOBIL CORPORATION
+$49.5K
2,407
-2%
减持
CVX
CHEVRON CORPORATION NEW
+$47.9K
3,660
-14%
减持
QCOM
QUALCOMM INCORPORATED
-$46.5K
5,071
-5%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$45.9K
6,704
+17%
减持
MIY
BLACKROCK MUNIYIELD MICH QU
-$43.1K
10,185
-19%
减持
MPC
MARATHON PETE CORPORATION
+$42.9K
17,518
-13%
减持
META
META PLATFORMS INCORPORATED CLASS A
-$42.2K
2,616
-0%
减持
DVN
DEVON ENERGY CORPORATION NEW
-$39.5K
34,132
-4%
增持
GLD
SPDR GOLD SHARES
+$37.5K
1,730
+5%
减持
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
+$37.4K
7,707
-1%
减持
KO
COCA COLA COMPANY
+$36.8K
5,687
-2%
减持
MCD
MCDONALDS CORPORATION
+$36.5K
2,366
-7%
减持
PEP
PEPSICO INCORPORATED
+$36.5K
2,394
-1%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$32.6K
12,005
-3%
增持
SPGI
S&P GLOBAL INCORPORATED
+$31.7K
1,047
+0%
减持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
-$31.0K
3,854
-1%
减持
HMOP
HARTFORD MUNICIPAL OPPORTUNITIES ETF
-$30.5K
6,351
-14%
减持
GNTX
GENTEX CORPORATION
+$30.4K
27,260
-9%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$28.5K
6,667
-9%
减持
UPS
UNITED PARCEL SERVICE INCORPORATED CLASS B
-$27.6K
1,383
-17%
增持
BAC
BANK AMERICA CORPORATION
+$26.1K
8,185
+1%
增持
DUK
DUKE ENERGY CORPORATION NEW COM NEW
+$23.6K
2,268
+1%
增持
—
MEDTRONIC PLC SHS
-$20.7K
9,731
+1%
增持
FFA
FIRST TR ENHANCED EQUITY INCOM
+$18.3K
13,791
+2%
减持
PFF
ISHARES TR PFD AND INCM SEC
-$17.3K
9,129
-2%
建仓
ZOMDF
ZOMEDICA CORPORATION
+$16.3K
100,000
增持
CME
CME GROUP INCORPORATED
-$13.8K
3,902
+3%
增持
PNC
PNC FINL SVCS GROUP INCORPORATED
+$13.4K
1,402
+1%
减持
CVS
CVS HEALTH CORPORATION
-$12.8K
2,942
-2%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$12.0K
1,049
+2%
减持
USMV
ISHARES TR MSCI USA MIN VOL
+$11.7K
10,703
-7%
减持
—
NXP SEMICONDUCTORS N V
+$11.4K
1,642
-2%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$11.2K
519
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INCORPORATED
-$9.5K
1,036
-9%
减持
IWN
ISHARES TR RUS 2000 VAL ETF
+$8.7K
1,527
-3%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$7.8K
1,246
-4%
减持
NEE
NEXTERA ENERGY INCORPORATED
+$7.1K
5,707
-5%
减持
RJF
RAYMOND JAMES FINL INCORPORATED
+$6.4K
8,502
-7%
减持
ALL
ALLSTATE CORPORATION
+$5.4K
2,532
-7%
减持
WM
WASTE MGMT INCORPORATED DEL
-$5.4K
1,304
-0%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$5.3K
11,268
-4%
减持
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$2.8K
6,372
-0%
减持
XRNPX
COHEN & STEERS REIT & PREFERRED & IN
+$399
14,053
-5%
