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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 92增持 30减持 16清仓 12

方向

标的

Δ市值

现股数(环比)

清仓

PDEC INNOVATOR ETFS TR

-$7.3M

0 -100%

建仓

PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY

+$7.1M

237,847

增持

CGGO CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT

+$6.3M

277,222 +1344%

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。

减持

COWZ PACER US CASH COWS 100 ETF

-$5.6M

11,722 -91%

建仓

— TOMMYS EXPRESS HOLDINGS INC

+$5.5M

410,000

清仓

FSK FS KKR CAP CORP

-$5.4M

0 -100%

增持

FTCS FIRST TRUST CAPITAL STRENGTH ETF

+$4.8M

72,482 +781%

建仓

PONPX PIMCO INCOME FUND CL I2 N/L

+$4.0M

387,358

建仓

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

+$3.7M

83,308

建仓

HBLIX HARTFORD BALANCED INCOME FUND CL I N/L

+$3.5M

253,552

建仓

WMFFX WASHINGTON MUTUAL INVESTORS FUND CL F2 - AMERICAN N/L

+$3.5M

63,805

建仓

GFFFX AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL F2 N/L

+$2.9M

47,058

减持

QDPL PACER FDS TRUST METAURUS US LARGE CAP

-$2.7M

147,340 -40%

减持

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

-$2.3M

360,802 -16%

建仓

NEFFX AMERICAN FUNDS NEW ECONOMY FUND CL F2 N/L

+$2.1M

40,657

建仓

AMCFX AMERICAN FUNDS AMCAP FUND CL F2 N/L

+$1.9M

53,192

建仓

AEPFX AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 N/L

+$1.9M

34,737

建仓

AMBFX AMERICAN FUNDS AMERICAN BALANCED FUND CL F2 N/L

+$1.8M

58,347

建仓

SMCFX AMERICAN FUNDS SMALLCAP WORLD FUND CL F2 N/L

+$1.7M

26,635

建仓

FINFX AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CL F2 N/L

+$1.6M

23,743

减持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

-$1.6M

71,728 -29%

建仓

AMRFX AMERICAN FUNDS AMERICAN MUTUAL FUND CL F2 N/L

+$1.5M

30,019

建仓

WGIFX AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL F2 N/L

+$1.5M

25,905

建仓

MWTIX METROPOLITAN WEST TOTAL RETURN BOND FUND CL I N/L

+$1.4M

154,510

增持

AAPL APPLE INCORPORATED

+$1.4M

43,054 +1%

建仓

ANWFX AMERICAN FUNDS NEW PERSPECTIVE FUND CL F2 N/L

+$1.3M

24,337

建仓

CAIFX AMERICAN FUNDS CAPITAL INCOME BUILDER FUND CL F2 N/L

+$1.3M

20,597

建仓

MRFIX MFS RESEARCH FUND CL I N/L

+$1.2M

22,220

建仓

— LORD ABBETT GROWTH LEADERS FUND CL F N/L

+$1.2M

37,614

增持

MSFT MICROSOFT CORPORATION

+$1.1M

18,392 +3%

建仓

— LORD ABBETT BOND DEBENTURE FUND CL F N/L

+$1.1M

163,434

建仓

VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHARES N/L

+$1.1M

2,747

建仓

ICAFX AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL F2 N/L

+$1.1M

22,735

增持

TSLA TESLA INCORPORATED

+$1.1M

4,961 +337%

建仓

AMEFX AMERICAN FUNDS INCOME FUND OF AMERICA FD CL F2 N/L

+$1.1M

46,280

清仓

FSCO FS CREDIT OPPORTUNITIES CORP

-$1.0M

0 -100%

增持

JPM JPMORGAN CHASE & COMPANY

+$912.9K

20,865 +28%

建仓

— BROWN ADVISORY GROWTH EQUITY FUND INSTL SHARES N/L

+$897.4K

33,562

增持

— JOHNSON CONTROLS INTERNATIONAL PLC SHS

+$805.8K

15,271 +292%

减持

NVDA NVIDIA CORPORATION

+$798.5K

5,901 -3%

建仓

— COLUMBIA DIVIDEND INCOME FUND INSTL CL N/L

+$727.5K

24,430

建仓

BIICX BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND INSTL CL N/L

+$718.0K

73,866

建仓

LDLFX LORD ABBETT SHORT DURATION INCOME FUND CL F N/L

+$690.5K

181,227

建仓

DODIX DODGE & COX INCOME FUND CL I N/L

+$676.4K

54,767

增持

JPST JPMORGAN ULTRA-SHORT INCOME ETF

+$654.6K

105,902 +14%

减持

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

-$653.7K

85,197 -11%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

+$652.5K

9,293 +12%

增持

WMT WALMART INCORPORATED

+$647.9K

11,053 +50%

增持

MRK MERCK & COMPANY INCORPORATED

+$633.1K

25,465 +18%

增持

— MEDTRONIC PLC SHS

+$627.8K

22,258 +35%

增持

— EATON CORPORATION PLC SHS

+$626.0K

11,952 +15%

清仓

PLD PROLOGIS INC.

-$610.5K

0 -100%

减持

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-$597.0K

150,068 -14%

建仓

LSGRX LOOMIS SAYLES GROWTH FUND CL Y N/L - NATIXIS ADVISOR

+$589.3K

26,262

增持

AVGO BROADCOM INCORPORATED

+$588.6K

2,540 +1%

减持

PFE PFIZER INCORPORATED

-$560.0K

11,889 -51%

增持

JNJ JOHNSON & JOHNSON

+$559.4K

12,714 +28%

减持

HBAN HUNTINGTON BANCSHS

-$557.5K

415,974 -8%

增持

CMCSA COMCAST CORPORATION NEW CLASS A

+$541.3K

34,933 +45%

建仓

GBLFX AMERICAN GLOBAL BALANCED FUND CL F2 N/L

+$537.2K

15,499

建仓

— LORD ABBETT FLOATING RATE FUND CL F N/L

+$523.1K

65,309

增持

BBY BEST BUY INCORPORATED

+$516.1K

13,055 +85%

建仓

IVV ISHARES TR CORE S&P500 ETF

+$506.3K

1,136

增持

DRI DARDEN RESTAURANTS INCORPORATED

+$505.7K

6,483 +74%

建仓

— NUANCE MID CAP VALUE FUND INSTL N/L

+$498.2K

40,050

建仓

ABNFX AMERICAN FUNDS BOND FUND OF AMERICA FUND CL F2 N/L

+$489.6K

43,176

建仓

— DELAWARE IVY MID CAP GROWTH FUND CL I N/L

+$489.4K

15,415

建仓

PGDIX PRINCIPAL DIVERSIFIED INCOME FUND INSTL CL N/L

+$481.1K

41,082

建仓

PHYZX PGIM HIGH YIELD FUND CL Z N/L

+$466.4K

101,387

增持

APD AIR PRODUCTS & CHEMICALS INCORPORATED

+$465.0K

4,816 +42%

增持

AMZN AMAZON COM INCORPORATED

+$460.6K

16,339 +1%

建仓

PRCOX T. ROWE PRICE U.S. EQUITY RESEARCH FD INVSTR CL N/L

+$450.7K

10,450

建仓

GAIEX AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CL F2 N/L

+$447.4K

27,047

清仓

CCI CROWN CASTLE INC

-$425.9K

0 -100%

增持

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW

+$422.2K

7,217 +22%

建仓

DHLRX DIAMOND HILL LARGE CAP FUND CL I N/L

+$415.2K

13,586

建仓

UBVLX JPMORGAN UNDISCOVERED MANAGERS BEHAVIORAL VAL CL L N/L

+$410.8K

5,414

增持

CME CME GROUP INCORPORATED

+$399.2K

6,269 +58%

建仓

FAFGX AMERICAN VA 529 GROWTH FUND OF AMERICA CL F2 N/L

+$391.6K

6,437

建仓

AFRYX INVESCO FLOATING RATE ESG FUND CL Y N/L

+$388.7K

57,411

增持

CSCO CISCO SYSTEMS INCORPORATED

+$386.2K

43,490 +22%

建仓

— WESTERN ASSET SHORT DURATION MUNI INCOME CL I N/L

+$383.4K

77,771

清仓

ET ENERGY TRANSFER L P

-$366.6K

0 -100%

增持

AGG ISHARES TR CORE US AGGBD ET

+$362.6K

19,207 +26%

建仓

— FRANKLIN RISING DIVIDENDS FD ADVISOR CL N/L

+$361.1K

4,044

建仓

GPC GENUINE PARTS COMPANY

+$357.2K

2,111

建仓

FDX FEDEX CORPORATION

+$330.9K

1,335

建仓

— T. ROWE PRICE SMALL CAP VALUE FUND INVESTOR CL N/L

+$329.5K

6,627

减持

ABBV ABBVIE INCORPORATED

-$326.4K

9,268 -6%

清仓

SGOV ISHARES TR

-$310.2K

0 -100%

建仓

PCBIX PRINCIPAL MID CAP FUND INSTL SHARES N/L

+$307.5K

8,513

减持

LLY ELI LILLY & COMPANY

+$301.7K

2,578 -2%

建仓

— LORD ABBETT HIGH INCOME MUNICIPAL BOND FD CL F N/L

+$295.7K

27,692

增持

MPC MARATHON PETE CORPORATION

-$294.3K

19,332 +2%

建仓

VFTAX VANGUARD FTSE SOCIAL INDEX FUND ADMIRAL SHRS N/L

+$286.0K

6,856

清仓

XRNPX COHEN & STEERS REIT & PFD &

-$274.7K

0 -100%

建仓

MMHIX MAINSTAY MACKAY HIGH YIELD MUNICIPAL BOND FD CL I N/L

+$274.2K

23,741

建仓

MIAYX AMERICAN FUNDS MULTI-SECTOR INCOME FUND CL F2 - N/L

+$273.7K

30,314

建仓

— CHAMPLAIN MID CAP FUND INSTL CL N/L

+$271.4K

11,773

建仓

TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES

+$270.1K

5,000

建仓

— PRINCIPAL SPECTRUM PREFERRED AND CPTL SECS INC FD CL I N/L

+$269.1K

31,583

建仓

WFMIX ALLSPRING SPECIAL MID CAP VALUE FD CL I N/L

+$265.5K

5,638

建仓

WMB WILLIAMS COMPANIES INCORPORATED

+$246.7K

7,562

建仓

— WESTERN ASSET INTERMEDIATE TERM MUNICIPALS FD CL I N/L

+$243.8K

40,702

建仓

MADVX BLACKROCK EQUITY DIVIDEND FUND INSTL CL N/L

+$241.8K

12,470

建仓

SVAIX FEDERATED HERMES STRATEGIC VALUE DIV FD INSTL SHRS IS N/L

+$239.0K

44,266

增持

ADI ANALOG DEVICES INCORPORATED

+$238.4K

2,697 +85%

建仓

— WASATCH SMALL CAP VALUE FUND INSTL CL N/L

+$237.7K

25,777

清仓

HMOP HARTFORD FDS EXCHANGE TRADED

-$237.4K

0 -100%

减持

TGT TARGET CORPORATION

-$233.3K

2,683 -24%

增持

— ACCENTURE PLC IRELAND SHS CLASS A

+$231.4K

1,425 +95%

建仓

PRHSX T. ROWE PRICE HEALTH SCIENCES FUND INVESTOR CL N/L

+$230.4K

2,539

建仓

NFFFX AMERICAN FUNDS NEW WORLD FUND CL F2 N/L

+$230.4K

3,109

建仓

VDIGX VANGUARD DIVIDEND GROWTH FUND INVESTOR CL N/L

+$229.0K

6,326

清仓

FFA FIRST TR ENHANCED EQUITY INC

-$226.5K

0 -100%

建仓

— FRANKLIN FEDERAL TAX FREE INCOME FUND ADVISOR CL N/L

+$226.2K

21,141

建仓

FTGS FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF

+$225.8K

9,617

建仓

— ACTIVISION BLIZZARD INCORPORATED

+$222.9K

2,644

建仓

TXIFX AMERICAN FUNDS TAX AWARE CONS GR AND INC PORT CL F2 N/L

+$221.9K

15,169

建仓

PTTPX PIMCO TOTAL RETURN FUND CL I2 N/L

+$221.1K

26,045

建仓

— GABELLI UTILITIES FUND CL I N/L

+$217.6K

32,864

建仓

— HAMLIN HIGH DIVIDEND EQUITY FUND INSTL CL N/L

+$215.9K

7,421

建仓

HUBS HUBSPOT INCORPORATED

+$215.0K

404

建仓

BAGIX BAIRD AGGREGATE BOND FUND INSTL CL N/L

+$214.9K

22,202

建仓

FTHSX FULLER & THALER BEHAVIORAL SMALL CAP EQ FD INSTL CL N/L

+$212.9K

5,694

建仓

CAT CATERPILLAR INCORPORATED

+$212.8K

865

减持

ADP AUTOMATIC DATA PROCESSING INCORPORATED

-$210.7K

1,751 -35%

建仓

— AMERICAN VA 529 GROWTH & INCOME FD CL F2 N/L

+$209.0K

12,659

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$208.4K

0 -100%

减持

META META PLATFORMS INCORPORATED CLASS A

+$207.7K

2,774 -0%

建仓

TEAFX TAX EXEMPT BOND FUND OF AMERICA CL F2 - AMERICAN N/L

+$206.8K

16,954

建仓

COHR COHERENT CORPORATION

+$205.7K

4,035

清仓

CLX CLOROX CO DEL

-$204.4K

0 -100%

建仓

— AMERICAN FUNDS GROWTH AND INCOME PORTFOLIO CL R-6 N/L

+$204.4K

12,351

建仓

GQGIX GQG PARTNERS EMERGING MARKETS EQUITY FUND INSTL CL N/L

+$202.1K

14,061

建仓

IWS ISHARES TR RUS MDCP VAL ETF

+$200.9K

1,829

建仓

MALOX BLACKROCK GLOBAL ALLOCATION FUND INSTL CL N/L

+$200.7K

11,290

建仓

— BAILLIE GIFFORD EMERGING MARKETS EQUITIES INSTL CL N/L

+$194.4K

10,274

建仓

TSBHX TIAA-CREF CORE IMPACT BOND FUND ADVISOR CL N/L

+$192.2K

21,570

建仓

— PIMCO TOTAL RETURN ESG FUND CL I2 N/L

+$176.4K

23,429

增持

HON HONEYWELL INTERNATIONAL INCORPORATED

+$175.6K

2,812 +32%

增持

HD HOME DEPOT INCORPORATED

+$174.4K

7,406 +3%

减持

CALF PACER US SMALL CAP CASH COWS 100 ETF

-$171.1K

88,317 -11%

增持

RJF RAYMOND JAMES FINL INCORPORATED

+$170.9K

9,550 +9%

建仓

FDFCX AMERICAN VA 529 COLLEGE 2030 FUND CL F2 N/L

+$164.6K

13,370

建仓

TROSX T. ROWE PRICE OVERSEAS STOCK FUND INVESTOR CL N/L

+$164.3K

13,492

减持

NEE NEXTERA ENERGY INCORPORATED

-$161.5K

10,562 -14%

建仓

GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORT INSTL N/L

+$158.2K

10,611

建仓

ANBFX AMERICAN FUNDS STRATEGIC BOND FUND CL F2 N/L

+$153.7K

16,594

建仓

— AMERICAN VA 529 COLLEGE 2024 FUND CL F2 N/L

+$151.3K

13,834