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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 77
减持 36
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
GNTX
GENTEX CORPORATION
+$10.2M
1,849,476
+7%
建仓
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
+$8.1M
220,417
清仓
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$7.5M
0
-100%
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
FTGS
FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF
+$4.3M
160,278
+653%
减持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
-$3.9M
10,820
-82%
建仓
JIRE
J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED
+$3.9M
62,229
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$3.7M
64,704
+1614%
建仓
JMEE
JP MORGAN ETF TRUST MKT EXPANSION ENHANCED
+$3.6M
62,324
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$3.4M
71,490
-48%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$3.1M
5,565
-93%
减持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
-$3.1M
15,379
-83%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
6,319
+8%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.5M
53,848
减持
—
TOMMYS EXPRESS HOLDINGS INC
-$2.2M
300,000
-33%
增持
MSFT
MICROSOFT CORPORATION
+$1.2M
19,542
+4%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$1.0M
160,253
+5%
增持
MPC
MARATHON PETE CORPORATION
+$962.4K
17,623
+1%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$912.7K
11,319
建仓
SPY
SPDR S&P 500 ETF
+$896.4K
1,714
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
+$865.8K
10,219
+10%
增持
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
+$853.1K
321,874
+1%
减持
CGGO
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT
+$827.2K
291,474
-1%
建仓
HMOP
HARTFORD MUNICIPAL OPPORTUNITIES ETF
+$825.0K
21,240
增持
DVN
DEVON ENERGY CORPORATION NEW
+$753.5K
60,299
+20%
增持
AAPL
APPLE INCORPORATED
-$737.0K
46,122
+3%
减持
—
EATON CORPORATION PLC SHS
+$729.4K
11,953
-4%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$698.4K
2,687
建仓
EPD
ENTERPRISE PRODS PART LP
+$642.6K
22,021
减持
JPM
JPMORGAN CHASE & COMPANY
+$637.1K
22,917
-1%
减持
MRK
MERCK & COMPANY INCORPORATED
+$597.9K
28,534
-2%
增持
HBAN
HUNTINGTON BANCSHARES INCORPORATED
+$597.8K
371,414
+3%
建仓
GSBD
GOLDMAN SACHS B D C INC
+$590.8K
39,440
建仓
—
ENERGY TRANSFER L P LP
+$585.4K
37,217
增持
AMZN
AMAZON COM INCORPORATED
+$582.1K
16,948
+4%
建仓
RODM
HARTFORD MLTFCTR DVLPD MRKTS ETF
+$560.0K
20,000
建仓
TSCO
TRACTOR SUPPLY COMPANY
+$524.5K
2,004
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$513.8K
126,851
+13%
增持
WMT
WALMART INCORPORATED
+$496.0K
45,431
+220%
建仓
ROUS
HARTFORD MULTIFACTOR US EQY ETF
+$481.8K
10,000
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$477.6K
54,187
+12%
增持
HD
HOME DEPOT INCORPORATED
+$473.1K
9,696
+4%
减持
LLY
ELI LILLY & COMPANY
+$462.0K
2,542
-2%
增持
META
META PLATFORMS INCORPORATED CLASS A
+$458.6K
2,930
+8%
增持
—
JOHNSON CONTROLS INTERNATIONAL PLC SHS
+$456.6K
30,598
+14%
增持
MSI
MOTOROLA SOLUTIONS INCORPORATED COM NEW
+$448.5K
8,693
+3%
增持
KO
COCA COLA COMPANY
+$369.4K
12,637
+84%
建仓
GLD
SPDR GOLD SHARES
+$361.2K
1,756
建仓
EMR
EMERSON ELEC COMPANY
+$353.0K
3,112
增持
ABBV
ABBVIE INCORPORATED
+$333.3K
9,941
+4%
增持
—
CHUBB LIMITED
+$329.4K
9,598
+1%
增持
ORCL
ORACLE CORPORATION
+$328.3K
5,294
+66%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$314.9K
2,603
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$303.4K
18,546
+42%
减持
AMGN
AMGEN INCORPORATED
-$290.4K
1,265
-44%
建仓
CRWD
CROWDSTRIKE HLDGS INCORPORATED CLASS A
+$289.8K
904
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$289.3K
6,979
+82%
建仓
VO
VANGUARD MID-CAP ETF
+$284.3K
1,138
增持
CME
CME GROUP INCORPORATED
+$283.2K
9,903
+13%
建仓
PRU
PRUDENTIAL FINL INCORPORATED
+$282.2K
2,404
增持
TSLA
TESLA INCORPORATED
-$273.4K
4,978
+8%
清仓
T
AT&T INCORPORATED
-$270.1K
0
-100%
建仓
IJH
ISHARES TR CORE S&P MCP ETF
+$262.6K
4,323
增持
QQQ
INVESCO QQQ TR
+$262.2K
1,355
+63%
建仓
HTAB
HARTFORD SCHRODERS TAX-AWARE BOND ETF
+$262.0K
13,379
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$261.0K
51,664
+13%
减持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$256.1K
60,869
-0%
增持
—
MEDTRONIC PLC SHS
+$252.0K
30,273
+5%
建仓
BAC
BANK AMERICA CORPORATION
+$251.7K
6,637
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US ETF
+$251.1K
4,281
建仓
COHR
COHERENT CORPORATION
+$240.4K
3,965
清仓
BA
BOEING COMPANY
-$237.2K
0
-100%
清仓
QLYS
QUALYS INCORPORATED
-$229.5K
0
-100%
建仓
RTX
RTX CORPORATION
+$226.6K
2,323
增持
APD
AIR PRODUCTS & CHEMICALS INCORPORATED
+$219.8K
8,119
+27%
增持
BBY
BEST BUY INCORPORATED
+$213.7K
22,004
+8%
建仓
IEMG
ISHARES INCORPORATED CORE MSCI EMKT
+$206.6K
4,003
减持
MCD
MCDONALDS CORPORATION
-$205.2K
3,731
-12%
清仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$204.9K
0
-100%
减持
SHY
ISHARES TR 1 3 YR TREAS BD
-$204.5K
7,458
-25%
清仓
NKE
NIKE INCORPORATED CLASS B
-$203.2K
0
-100%
清仓
CODI
COMPASS DIVERSIFIED SH BEN INT
-$200.9K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND COMPANY
-$198.3K
0
-100%
减持
—
TE CONNECTIVITY LIMITED SHS
-$196.0K
2,341
-39%
减持
GE
GE AEROSPACE COM NEW
+$185.6K
3,916
-0%
增持
SYK
STRYKER CORPORATION
+$181.2K
2,906
+1%
减持
—
BLACKROCK INCORPORATED
-$173.8K
515
-31%
增持
CVX
CHEVRON CORPORATION NEW
+$172.4K
9,312
+7%
增持
GOOGL
ALPHABET INCORPORATED CAP STK CLASS A
+$171.1K
5,912
+15%
增持
PG
PROCTER AND GAMBLE COMPANY
+$167.5K
9,691
+1%
增持
QCOM
QUALCOMM INCORPORATED
+$165.3K
4,847
+7%
建仓
—
MACATAWA BK CORPORATION
+$162.5K
16,597
增持
AMD
ADVANCED MICRO DEVICES INCORPORATED
+$158.9K
2,042
+44%
增持
CAT
CATERPILLAR INCORPORATED
+$151.8K
1,640
+8%
增持
CRM
SALESFORCE INCORPORATED
+$136.7K
1,664
+20%
增持
NFLX
NETFLIX INCORPORATED
+$133.1K
846
+8%
增持
UNP
UNION PAC CORPORATION
+$132.2K
11,917
+5%
增持
TMUS
T-MOBILE US INCORPORATED
+$124.8K
2,460
+43%
建仓
—
CIDARA THERAPEUTICS INCORPORATED
+$124.2K
135,000
增持
CMCSA
COMCAST CORPORATION NEW CLASS A
+$123.8K
45,650
+8%
减持
RJF
RAYMOND JAMES FINL INCORPORATED
+$119.2K
8,721
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHINES
+$115.6K
2,839
+9%
增持
JNJ
JOHNSON & JOHNSON
+$113.5K
16,202
+4%
减持
TGT
TARGET CORPORATION
+$100.4K
2,931
-0%
减持
FDX
FEDEX CORPORATION
-$100.1K
1,027
-35%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$93.3K
10,227
+8%
增持
DRI
DARDEN RESTAURANTS INCORPORATED
+$93.2K
10,607
+4%
增持
V
VISA INCORPORATED COM CLASS A
+$92.7K
3,265
+4%
减持
COST
COSTCO WHOLESALE CORPORATION NEW
-$90.3K
527
-27%
增持
GS
GOLDMAN SACHS GROUP INCORPORATED
+$86.0K
2,307
+1%
增持
AMAT
APPLIED MATLS INCORPORATED
+$82.1K
1,840
+0%
减持
AVGO
BROADCOM INCORPORATED
+$80.1K
2,405
-14%
减持
ALL
ALLSTATE CORPORATION
+$75.7K
2,343
-0%
增持
GOOG
ALPHABET INCORPORATED CAP STK CLASS C
+$75.4K
5,202
+2%
增持
USMV
ISHARES TR MSCI USA MIN VOL
+$75.4K
9,732
+3%
增持
VLO
VALERO ENERGY CORPORATION
+$74.2K
1,658
+3%
减持
EMN
EASTMAN CHEMICAL COMPANY
-$72.6K
2,078
-34%
增持
PPG
PPG INDUSTRIES INCORPORATED
+$68.7K
2,809
+24%
减持
IGSB
ISHARES TR ISHS 1-5YR INVS
-$68.6K
5,966
-18%
增持
WMB
WILLIAMS COMPANIES INCORPORATED
+$68.6K
10,270
+8%
减持
NOC
NORTHROP GRUMMAN CORPORATION
-$68.3K
625
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
+$67.9K
1,002
+1%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATED
-$67.8K
2,327
-11%
增持
IVV
ISHARES TR CORE S&P500 ETF
+$60.8K
1,124
+1%
增持
—
EXXON MOBIL CORPORATION
+$58.6K
2,971
+4%
增持
IGIB
ISHARES TR ISHS 5-10YR INVT
+$58.1K
5,317
+28%
减持
COWZ
PACER US CASH COWS 100 ETF
+$51.7K
10,188
-2%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$50.9K
5,951
+14%
增持
AEM
AGNICO EAGLE MINES LIMITED
+$48.8K
3,663
+18%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$47.7K
2,380
+2%
减持
IWD
ISHARES TR RUS 1000 VAL ETF
+$47.5K
6,982
-4%
增持
MA
MASTERCARD INCORPORATED CLASS A
+$46.2K
646
+4%
减持
ECL
ECOLAB INCORPORATED
+$45.4K
1,473
-1%
减持
NEE
NEXTERA ENERGY INCORPORATED
-$43.6K
9,116
-12%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$41.5K
3,508
+10%
减持
MLN
VANECK LONG MUNI ETF
-$38.8K
14,614
-12%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$37.1K
6,354
-11%
增持
ABT
ABBOTT LABS
+$36.5K
8,965
+0%
增持
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
+$36.4K
8,126
+0%
增持
ADBE
ADOBE INCORPORATED
-$36.3K
583
+5%
增持
IDVO
AMPLIFY ETF TRUST INTL ENHANCED DIVID
+$33.4K
8,835
+8%
减持
CRL
CHARLES RIV LABS INTERNATIONAL INCORPORATED
+$33.4K
1,172
-2%
增持
—
NXP SEMICONDUCTORS N V
+$33.0K
1,811
+0%
增持
FCX
FREEPORT-MCMORAN INCORPORATED CLASS B
+$32.4K
6,935
+1%
增持
COP
CONOCOPHILLIPS
+$30.7K
2,075
+3%
减持
ARDX
ARDELYX INCORPORATED
-$29.4K
31,000
-25%
增持
PEP
PEPSICO INCORPORATED
+$28.1K
4,751
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
+$27.2K
402
+3%
减持
AGG
ISHARES TR CORE US AGGBD ET
-$27.0K
20,081
-0%
增持
INTC
INTEL CORPORATION
-$26.0K
4,662
+1%
增持
F
FORD MTR COMPANY DEL
+$24.8K
19,869
+1%
