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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 68
减持 41
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
PSEP
Innovator US Eqy Power Buffer ETF
+$8.2M
212,930
减持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
-$8.1M
7,316
-92%
减持
GNTX
Gentex Corp
-$7.5M
1,845,528
-0%
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
—
Apple
+$4.3M
18,600
建仓
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+$3.8M
37,474
增持
CRM
Salesforce
+$3.3M
13,522
+732%
增持
MSFT
Microsoft
+$2.1M
25,783
+28%
减持
CSCO
Cisco Systems
-$1.9M
10,594
-80%
增持
ADI
Analog Devices Inc
+$1.9M
10,727
+336%
减持
CGGO
Capital Group Global GRWT Eqy ETF
-$1.6M
223,854
-20%
减持
JEPQ
J P Morgan Nasdaq EQT PRM Inc ETF IV
-$1.5M
130,673
-17%
建仓
RWM
ProShares Short Russell 2000 ETF
+$1.2M
63,001
建仓
—
ProShares Short S&P 500 ETF
+$1.2M
109,339
建仓
PSQ
ProShares Short QQQ ETF
+$1.2M
29,604
增持
BOXX
Alpha Architect 1-3 Month Box ETF
+$1.0M
13,240
+232%
增持
BBY
Best Buy Co Inc
+$964.1K
43,876
+4%
增持
DIVO
Amplify CWP Enhanced DIV Inm ETF
+$920.8K
329,266
+1%
清仓
EPD
Enterprise Products Partners L P
-$794.4K
0
-100%
增持
WMT
Wal-Mart
+$685.7K
46,870
+2%
建仓
—
Royal Caribbean Cruises
+$658.2K
3,711
增持
IBM
IBM
+$634.1K
5,130
+77%
减持
ET
Energy Transfer L P LP
-$619.7K
19,917
-66%
减持
AAPL
Apple Inc
+$616.6K
44,432
-4%
清仓
GSBD
Goldman Sachs BDC Incorporated SHS
-$610.5K
0
-100%
清仓
TXN
Texas Instruments
-$605.0K
0
-100%
减持
NVDA
Nvidia Corp
-$572.5K
61,474
-6%
清仓
RODM
Hartford MLTFCTR DVLPD MRKTS ETF
-$564.1K
0
-100%
减持
HBAN
Huntington Bancshs
+$527.0K
360,371
-0%
增持
HD
Home Depot
+$521.2K
5,979
+8%
增持
UNH
UnitedHealth Group
+$506.9K
2,931
+24%
清仓
ROUS
Hartford Multifactor US Eqy ETF
-$482.6K
0
-100%
增持
DVN
Devon Energy Corp
-$482.2K
62,019
+1%
减持
APD
Air Prod & Chemicals
-$468.8K
5,651
-32%
减持
MRK
Merck & Co. Inc.
-$448.8K
43,385
-0%
增持
VZ
Verizon
+$439.2K
105,553
+1%
减持
HMOP
Hartford Municipal Opportnits ETF
-$438.4K
9,844
-54%
减持
CME
Cme Group Inc Class A
-$433.3K
7,136
-30%
增持
AVGO
Broadcom Inc
+$426.3K
25,103
+932%
减持
UNP
Union Pacific Corp
-$423.6K
8,764
-23%
增持
—
Johnson Controls Inter F
+$415.2K
32,160
+3%
减持
TSLA
Tesla Motors
-$411.4K
2,387
-54%
减持
NEE
Nextera Energy Inc
+$391.9K
33,624
-3%
减持
QQQ
Invesco QQQ
-$377.7K
553
-59%
建仓
—
Alcoa
+$375.9K
3,750
建仓
VMBS
Vanguard Mortgage Backed Sec ETF
+$373.1K
7,903
增持
—
Chubb LTD F
+$372.3K
10,062
+1%
增持
SPHQ
Invesco S&P 500 Quality ETF
+$365.4K
65,445
+3%
清仓
—
Te Connectivity LTD F
-$357.3K
0
-100%
清仓
CRWD
Crowdstrike HLDGS Inc Class A
-$348.7K
0
-100%
建仓
MOS
Mosaic
+$344.8K
12,876
增持
JMEE
JP Morgan ETF Trust MKT Expansion Enhanced
+$342.0K
62,509
+2%
建仓
—
Te Connectivity PLC F
+$334.6K
2,216
建仓
HPE
Hewlett Packard Enterprise Company
+$332.3K
16,137
增持
SPY
SPDR S&P 500 ETF
+$320.1K
2,200
+27%
减持
GUNR
Flexshares Upstream Natural Idx ETF
-$315.1K
7,091
-53%
增持
VOO
Vanguard S&P 500 ETF
+$313.0K
10,066
+1%
建仓
AHR
American Healthcare REIT Incorporated Com SHS REIT
+$301.6K
11,440
减持
VEA
Vanguard FTSE Developed Markets ETF
-$293.0K
11,428
-37%
增持
JIRE
J P Morgan Exchange-Traded International Resh Enhanced
+$288.2K
61,579
+2%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$283.7K
74,169
+4%
清仓
IGIB
iShares TRT Is 5-10 Inv GR CR BD ETF
-$276.4K
0
-100%
增持
GLD
SPDR Gold Shares ETF
+$276.2K
3,001
+42%
清仓
IBB
iShares Biotechnology ETF
-$274.5K
0
-100%
增持
META
Meta Platforms Inc Class A
+$268.0K
3,033
+4%
建仓
FERG
Ferguson PLC New Common Stock New
+$267.9K
1,344
清仓
—
Ferguson PLC New SHS
-$266.6K
0
-100%
增持
CAT
Caterpillar
+$262.0K
2,010
+28%
增持
HTAB
Hartford Schroders Tax-Aware Bond ETF
+$260.8K
26,385
+94%
增持
JPM
JPMorgan Chase
+$260.7K
23,523
+1%
减持
—
Astrazeneca PLC F Sponsored ADR
-$255.2K
2,600
-56%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$254.8K
65,509
-8%
建仓
AXP
American Express Co
+$253.2K
934
建仓
T
AT&T
+$249.1K
11,322
建仓
MIY
BlackRock Muniy Michigan
+$248.3K
20,596
建仓
WTFC
Wintrust Finl Corporation
+$246.6K
2,272
建仓
PFFV
Global X Variable Rate Preferred ETF
+$242.9K
10,099
增持
SYK
Stryker Corporation
+$242.5K
8,573
+2%
增持
—
Eaton Corp PLC F
+$239.2K
12,219
+1%
清仓
—
Macatawa BK Corporation
-$236.3K
0
-100%
建仓
MMM
3M
+$224.3K
1,641
建仓
WELL
Welltower Incorporated REIT
+$216.4K
1,690
建仓
ICE
Intercontinental Exchange Incorporated
+$214.7K
1,336
建仓
GEV
GE Vernova Incorporated
+$213.6K
838
清仓
KGC
Kinross Gold Corp F
-$211.1K
0
-100%
建仓
SCHX
Schwab US Large Cap ETF
+$211.1K
3,111
建仓
RTX
RTX Corporation
+$210.8K
1,740
增持
JEPI
JPMorgan Equity Premium Income ETF
+$206.2K
58,541
+1%
清仓
VLO
Valero Energy Corp
-$205.8K
0
-100%
减持
QCOM
Qualcomm Incorporated
-$204.3K
4,583
-7%
清仓
HUBS
Hubspot Incorporated
-$203.5K
0
-100%
建仓
CLX
Clorox Company Del
+$203.0K
1,246
增持
—
BlackRock Inc
+$195.9K
640
+22%
减持
COST
Costco Wholesale Co
-$183.6K
303
-43%
增持
FTCS
First Trust Capital Strength ETF
+$180.3K
11,775
+11%
增持
SCHD
Schwab US Dividend Equity ETF
+$179.9K
15,211
+8%
增持
FV
First Trust Dorsey Wright Focus 5 ETF
+$178.0K
8,383
+55%
减持
GOOG
Alphabet Inc. Class C
-$175.5K
4,677
-10%
增持
MLN
Vaneck Long Muni ETF
+$171.9K
21,452
+74%
减持
MSI
Motorola Solutions
+$154.6K
7,630
-10%
增持
PG
Procter & Gamble
+$152.7K
10,330
+4%
增持
VTI
Vanguard Total Stock Market ETF
+$144.8K
3,541
+10%
增持
FTGS
First Trust Growth Strength ETF IV
+$142.3K
157,374
+1%
增持
AGG
iShares Core US Aggregate Bond ETF
+$140.7K
21,119
+3%
增持
QDPL
Pacer FDS Trust Metaurus US Large Cap
+$139.0K
73,305
+2%
增持
IDVO
Amplify Intrntnl Enhnc Divi Incm ETF
+$135.5K
16,705
+34%
增持
IEFA
iShares TR Core MSCI EAFE
+$133.5K
11,996
+9%
增持
IWF
iShares Russell 1000 Growth ETF
+$133.2K
4,778
+5%
增持
AMD
Advanced Micro Device In
+$123.7K
2,758
+36%
减持
PNC
PNC Finl Services
+$123.5K
4,221
-0%
减持
ARDX
Ardelyx Incorporated
-$113.5K
33,000
-28%
增持
JNJ
Johnson & Johnson
+$113.2K
3,949
+10%
增持
ABT
Abbott Laboratories
+$112.8K
9,680
+2%
增持
AMZN
Amazon.Com Inc
-$110.1K
18,147
+0%
增持
MDLZ
Mondelez Intl Class A
+$108.2K
6,975
+12%
增持
TMUS
T-Mobile US Incorporated
+$107.7K
2,604
+7%
减持
IWD
iShares Russell 1000 Value ETF
+$103.9K
6,833
-0%
增持
MPC
Marathon Pete Corp
-$101.7K
18,347
+3%
增持
KO
Coca-Cola
+$94.9K
11,018
+1%
减持
TSCO
Tractor Supply Company
-$93.8K
1,528
-23%
建仓
PSEC
Prospect Cap Corporation
+$91.9K
16,992
增持
TGT
Target Corp
+$89.6K
3,233
+16%
减持
FDX
Fedex Corp
-$89.1K
965
-18%
减持
—
Medtronic PLC F
+$86.1K
8,392
-1%
增持
FVD
First Trust Value Line Dividend Index Fund
+$79.0K
6,885
+20%
减持
FSCO
FS Credit Opportunit
-$78.0K
147,657
-7%
增持
BRK/B
Berkshire Hathaway Class B
+$77.9K
1,283
+2%
减持
MCD
McDonalds
+$76.1K
3,204
-9%
增持
EQIX
Equinix Inc REIT
+$74.8K
450
+5%
减持
ABBV
Abbvie Inc
+$66.0K
9,044
-10%
减持
QQQM
Invesco Nasdaq 100 ETF
-$62.5K
3,267
-10%
减持
—
Accenture PLC F Class A
+$57.9K
1,562
-4%
增持
CSL
Carlisle Companies Incorporated
+$57.0K
734
+9%
增持
IJR
iShares Core S&P Small-Cap ETF
+$56.0K
4,097
+3%
减持
SPGI
S&P Global Incorporated
+$54.4K
978
-3%
增持
IVV
iShares TR Core S&P500 ETF
+$54.1K
1,124
+3%
增持
AMAT
Applied Matls Incorporated
-$53.3K
1,668
+1%
增持
AMGN
Amgen Inc.
+$53.2K
1,638
+8%
增持
FSK
FS KKR Capital Corp
+$52.8K
44,050
+6%
增持
XRNPX
Cohen Steers REIT Prefer
+$52.5K
15,649
+0%
减持
ALL
Allstate Corporation
+$50.6K
2,170
-4%
减持
EMN
Eastman Chemical Co
+$50.3K
3,941
-2%
增持
V
Visa Inc Class A
+$44.6K
2,960
+1%
增持
SHY
iShares 1-3 Year Treasry Bond ETF
+$44.3K
7,906
+5%
增持
PFE
Pfizer
+$44.1K
11,545
+11%
减持
GS
Goldman Sachs Group
+$43.9K
1,987
-4%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$43.0K
10,360
+2%
增持
GOOGL
Alphabet Inc. Class A
-$41.6K
6,550
+6%
减持
DUK
Duke Energy Corp
+$39.5K
2,655
-0%
增持
SDY
SPDR S&P Dividend ETF
+$39.2K
2,322
+2%
增持
IJH
iShares TR Core S&P MCP ETF
+$38.7K
4,725
+8%
