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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 37
增持 90
减持 19
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.4M
42,448
+20%
增持
MSFT
MICROSOFT CORP
+$1.9M
17,777
+31%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$1.4M
450,156
+72%
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。
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
174,224
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$916.9K
92,514
+24%
增持
AVGO
BROADCOM INC
+$861.1K
2,517
+87%
增持
CVX
CHEVRON CORP NEW
+$762.7K
8,701
+138%
增持
ABBV
ABBVIE INC
+$757.1K
9,883
+95%
增持
PG
PROCTER AND GAMBLE CO
+$714.1K
10,093
+94%
建仓
TXN
TEXAS INSTRS INC
+$695.5K
3,739
增持
—
EATON CORP PLC
+$672.9K
10,374
+47%
清仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIP
-$666.4K
0
-100%
增持
MCD
MCDONALDS CORP
+$666.3K
4,613
+95%
增持
HD
HOME DEPOT INC
+$643.0K
7,205
+53%
增持
MRK
MERCK & CO INC
+$638.2K
21,669
+44%
增持
CSCO
CISCO SYS INC
+$636.2K
35,658
+38%
建仓
PLD
PROLOGIS INC.
+$610.5K
4,893
增持
QDPL
PACER FDS TR
+$597.6K
245,464
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$588.4K
2,643
+112%
建仓
TGT
TARGET CORP
+$587.2K
3,545
增持
—
MEDTRONIC PLC
+$576.9K
16,536
+70%
增持
AMZN
AMAZON COM INC
+$564.9K
16,162
+23%
增持
MSI
MOTOROLA SOLUTIONS INC
+$560.1K
5,922
+35%
建仓
—
TE CONNECTIVITY LTD
+$554.6K
4,229
增持
PEP
PEPSICO INC
+$523.3K
5,243
+119%
增持
MPC
MARATHON PETE CORP
+$509.5K
18,901
+8%
建仓
—
ASTRAZENECA PLC
+$503.4K
7,253
增持
UPS
UNITED PARCEL SERVICE INC
+$494.8K
3,790
+174%
建仓
—
BLACKROCK INC
+$493.8K
738
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$489.3K
8,634
+145%
增持
JPM
JPMORGAN CHASE & CO
+$483.4K
16,282
+33%
建仓
IGSB
ISHARES TR
+$480.8K
9,514
增持
VOO
VANGUARD INDEX FDS
+$478.0K
8,329
+10%
增持
PDEC
INNOVATOR ETFS TR
+$474.7K
232,126
+2%
增持
NEE
NEXTERA ENERGY INC
+$468.1K
12,262
+115%
增持
KO
COCA COLA CO
+$463.6K
13,306
+134%
增持
MDLZ
MONDELEZ INTL INC
+$452.1K
9,393
+209%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$442.6K
19,194
建仓
CCI
CROWN CASTLE INC
+$425.9K
3,182
建仓
HON
HONEYWELL INTL INC
+$407.9K
2,134
增持
CALF
PACER FDS TR
+$404.4K
98,938
+6%
增持
COWZ
PACER FDS TR
+$401.7K
130,633
+5%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$395.8K
235,544
+71%
增持
ABT
ABBOTT LABS
+$387.2K
8,831
+91%
增持
UNP
UNION PAC CORP
+$379.3K
9,936
+27%
增持
FSK
FS KKR CAP CORP
+$368.7K
289,668
+2%
建仓
ET
ENERGY TRANSFER L P
+$366.6K
29,399
增持
AGG
ISHARES TR
+$354.3K
15,242
+27%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$348.1K
2,675
+158%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$333.1K
13,676
+105%
增持
DVN
DEVON ENERGY CORP NEW
-$327.3K
35,016
+3%
建仓
EMN
EASTMAN CHEM CO
+$319.6K
3,790
增持
SPY
SPDR S&P 500 ETF TR
+$313.2K
1,260
+138%
建仓
IGIB
ISHARES TR
+$291.5K
5,685
清仓
CODI
COMPASS DIVERSIFIED SH BEN INT
-$289.8K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$287.0K
1,455
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$280.6K
101,101
+5%
建仓
NFLX
NETFLIX INC
+$280.2K
811
增持
PNC
PNC FINL SVCS GROUP INC
+$279.7K
3,943
+181%
增持
META
META PLATFORMS INC
+$273.5K
2,776
+6%
建仓
WEC
WEC ENERGY GROUP INC
+$271.5K
2,864
增持
SHY
ISHARES TR
+$261.1K
8,819
+54%
建仓
AGZ
ISHARES TR
+$257.7K
2,381
建仓
MA
MASTERCARD INCORPORATED
+$257.7K
709
清仓
AMGN
AMGEN INCORPORATED
-$252.4K
0
-100%
建仓
CRM
SALESFORCE INC
+$252.1K
1,262
建仓
TSLA
TESLA INC
+$235.3K
1,134
建仓
—
JOHNSON CTLS INTL PLC
+$234.8K
3,899
建仓
DE
DEERE & CO
+$232.5K
563
建仓
GS
GOLDMAN SACHS GROUP INC
+$231.6K
708
增持
V
VISA INC
+$230.1K
2,942
+41%
建仓
F
FORD MTR CO DEL
+$224.0K
17,777
建仓
SDY
SPDR SER TR
+$218.5K
1,766
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$216.2K
561
建仓
IWP
ISHARES TR
+$214.3K
2,354
建仓
ECL
ECOLAB INC
+$212.7K
1,285
建仓
—
ACCENTURE PLC IRELAND
+$208.4K
729
建仓
CLX
CLOROX CO DEL
+$204.4K
1,292
清仓
CAT
CATERPILLAR INCORPORATED
-$204.1K
0
-100%
建仓
SUB
ISHARES TR
+$203.9K
1,948
建仓
BIL
SPDR SER TR
+$203.4K
2,215
增持
JNJ
JOHNSON & JOHNSON
+$201.8K
9,968
+31%
建仓
TFI
SPDR SER TR
+$200.9K
4,291
建仓
—
MACATAWA BK CORP
+$177.1K
17,333
增持
VZ
VERIZON COMMUNICATIONS INC
+$172.3K
41,662
+13%
增持
SYK
STRYKER CORPORATION
+$168.3K
1,987
+22%
减持
IWF
ISHARES TR
+$162.1K
5,664
-1%
增持
CMCSA
COMCAST CORP NEW
+$152.8K
24,010
+11%
增持
DIVO
AMPLIFY ETF TR
+$152.6K
429,934
+2%
增持
—
CHUBB LIMITED
-$147.8K
7,660
+3%
增持
GNTX
GENTEX CORP
+$141.1K
31,555
+16%
减持
VTI
VANGUARD INDEX FDS
-$139.9K
2,722
-25%
减持
NVDA
NVIDIA CORPORATION
+$137.4K
6,112
-43%
增持
QCOM
QUALCOMM INC
+$127.1K
5,366
+6%
建仓
ARDX
ARDELYX INC
+$119.8K
25,000
增持
GOOGL
ALPHABET INC
+$115.5K
4,392
+14%
增持
—
EXXON MOBIL CORP
+$113.8K
3,458
+44%
增持
SGOV
ISHARES TR
+$107.9K
3,084
+53%
增持
CME
CME GROUP INC
+$106.1K
3,980
+2%
增持
DRI
DARDEN RESTAURANTS INC
+$104.5K
3,722
+9%
增持
IJR
ISHARES TR
+$100.4K
3,365
+42%
增持
GUNR
FLEXSHARES TR
+$91.2K
96,183
+5%
增持
RJF
RAYMOND JAMES FINL INC
-$88.3K
8,793
+3%
增持
WMT
WALMART INC
+$78.6K
7,388
+4%
增持
MLN
VANECK ETF TRUST
+$69.7K
14,191
+33%
减持
GOOG
ALPHABET INC
+$67.1K
5,027
-2%
减持
—
MARATHON OIL CORP
-$63.7K
16,113
-3%
增持
GE
GENERAL ELECTRIC CO
+$63.0K
4,123
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$62.9K
3,073
+35%
增持
ALL
ALLSTATE CORP
+$60.2K
3,643
+44%
减持
VYM
VANGUARD WHITEHALL FDS
-$58.2K
2,898
-14%
增持
IEFA
ISHARES TR
+$57.5K
9,680
+1%
增持
T
AT&T INC
+$53.1K
15,749
+16%
增持
CVS
CVS HEALTH CORP
-$53.0K
2,976
+1%
增持
QQQ
INVESCO QQQ TR
+$52.1K
884
+2%
增持
—
NXP SEMICONDUCTORS N V
+$49.2K
1,655
+1%
增持
PFE
PFIZER INC
+$48.1K
24,413
+32%
增持
QDF
FLEXSHARES TR
+$46.9K
8,304
+8%
减持
SSO
PROSHARES TR
-$45.7K
5,200
-25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$42.6K
12,566
+0%
增持
IWD
ISHARES TR
+$37.9K
7,356
+3%
减持
BAC
BANK AMERICA CORP
-$37.5K
8,166
-0%
减持
AMAT
APPLIED MATLS INC
+$36.4K
1,984
-7%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$35.9K
2,698
-0%
增持
COST
COSTCO WHSL CORP NEW
+$34.9K
547
+5%
增持
BBY
BEST BUY INC
+$34.7K
7,075
+9%
增持
APD
AIR PRODS & CHEMS INC
-$30.3K
3,403
+4%
建仓
—
FUELCELL ENERGY INC
+$28.5K
10,000
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$27.5K
6,065
-10%
增持
IWN
ISHARES TR
+$25.8K
1,734
+14%
增持
SPGI
S&P GLOBAL INC
+$23.4K
1,085
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$20.0K
818
+9%
减持
USMV
ISHARES TR
-$18.9K
10,349
-3%
增持
IWO
ISHARES TR
+$15.6K
1,061
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$13.9K
3,858
-19%
增持
CRL
CHARLES RIV LABS INTL INC
-$13.5K
1,110
+2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$13.0K
8,227
+5%
建仓
—
SPECTRUM PHARMACEUTICALS INC
+$12.8K
17,000
增持
XRNPX
COHEN & STEERS REIT & PFD &
-$11.7K
14,080
+0%
减持
NKE
NIKE INC
+$9.6K
1,879
-0%
减持
FFA
FIRST TR ENHANCED EQUITY INC
+$9.2K
13,712
-1%
增持
LLY
LILLY ELI & CO
-$9.1K
2,642
+5%
减持
ITW
ILLINOIS TOOL WKS INC
+$8.2K
1,225
-7%
增持
SPIB
SPDR SER TR
+$7.8K
6,483
+2%
增持
PFF
ISHARES TR
+$7.2K
9,157
+0%
减持
VTEB
VANGUARD MUN BD FDS
+$5.3K
11,112
-1%
减持
GLD
SPDR GOLD TR
+$5.2K
1,630
-6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.4K
3,007
+6%
减持
WM
WASTE MGMT INC DEL
+$4.0K
1,278
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.4K
1,928
+7%
