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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 51
增持 33
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
GNTX
Gentex Corp
-$11.2M
1,518,923
-18%
建仓
PDEC
Innovator US Eqy Power Buffer ETF
+$8.6M
224,612
清仓
PSEP
Innovator US Eqy Power Buffer ETF
-$8.2M
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
—
Tommys Express Holdings Inc
+$3.4M
643,365
+45%
减持
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-$1.2M
25,170
-33%
清仓
RWM
ProShares Short Russell 2000 ETF
-$1.2M
0
-100%
清仓
—
ProShares Short S&P 500 ETF
-$1.2M
0
-100%
清仓
PSQ
ProShares Short QQQ ETF
-$1.2M
0
-100%
减持
BOXX
Alpha Architect 1-3 Month Box ETF
-$1.2M
2,415
-82%
减持
BBY
Best Buy Co Inc
-$881.2K
42,568
-3%
减持
AVGO
Broadcom Inc
+$865.0K
22,408
-11%
增持
CRM
Salesforce
+$829.8K
13,552
+0%
减持
MRK
Merck & Co. Inc.
-$814.3K
41,335
-5%
增持
—
Royal Caribbean Cruises
+$804.2K
6,333
+71%
清仓
DBMF
Imgp Dbi Managed Futures STRTGY ETF
-$799.8K
0
-100%
减持
NVDA
Nvidia Corp
+$664.0K
60,540
-2%
建仓
APP
Applovin Corporation Com Class A
+$637.9K
1,970
增持
AMZN
Amazon.Com Inc
+$637.7K
18,319
+1%
建仓
—
Spotify Technology S A SHS
+$634.4K
1,418
建仓
NTRA
Natera Incorporated
+$616.3K
3,893
建仓
BLK
BlackRock Inc New
+$611.0K
596
增持
QQQ
Invesco QQQ
+$610.6K
1,723
+212%
清仓
—
BlackRock Inc
-$607.7K
0
-100%
建仓
TRGP
Targa Resources Corp
+$579.1K
3,244
减持
CGGO
Capital Group Global GRWT Eqy ETF
-$565.1K
211,638
-5%
减持
JPM
JPMorgan Chase
+$559.1K
23,024
-2%
减持
VZ
Verizon
-$558.9K
104,564
-1%
减持
JIRE
J P Morgan Exchange-Traded International Resh Enhanced
-$516.3K
60,669
-1%
减持
DVN
Devon Energy Corp
-$513.8K
58,429
-6%
建仓
CVNA
Carvana Co Class A
+$508.8K
2,502
减持
AAPL
Apple Inc
+$464.6K
43,196
-3%
增持
IWF
iShares Russell 1000 Growth ETF
+$456.9K
5,604
+17%
减持
MSFT
Microsoft
-$452.5K
25,248
-2%
增持
PLTR
Palantir Technologies Incorporated Class A
+$446.3K
9,796
+24%
减持
HBAN
Huntington Bancshs
+$424.2K
351,844
-2%
增持
NEE
Nextera Energy Inc
-$422.7K
33,751
+0%
建仓
NRG
NRG Energy Incorporated Com New
+$419.2K
4,646
清仓
FMAY
FT Vest US Equity Buffer ETF
-$392.5K
0
-100%
建仓
UAL
United Airls HLDGS Incorporated
+$384.9K
3,964
增持
MPC
Marathon Pete Corp
-$383.6K
18,676
+2%
增持
DIVO
Amplify CWP Enhanced DIV Inm ETF
+$378.9K
343,107
+4%
建仓
COP
Conocophillips
+$355.7K
3,587
建仓
JPIE
JPMorgan Income ETF
+$349.4K
7,622
增持
VOO
Vanguard S&P 500 ETF
+$338.2K
10,517
+4%
建仓
UNIY
The Wisdomtree Trust Voya Yield Enhanced Usd
+$337.5K
7,028
建仓
KKR
KKR & Company Incorporated
+$324.8K
2,196
增持
PFFV
Global X Variable Rate Preferred ETF
+$321.4K
23,854
+136%
建仓
MTZ
Mastec Inc
+$315.3K
2,316
减持
TSLA
Tesla Motors
+$313.6K
2,323
-3%
减持
ABBV
Abbvie Inc
-$310.1K
8,306
-8%
建仓
DOCS
Doximity Incorporated Class A
+$306.5K
5,740
建仓
HWM
Howmet Aerospace Incorporated
+$306.3K
2,801
建仓
AXON
Axon Enterprise Incorporated
+$306.1K
515
建仓
WFC
Wells Fargo & Co
+$304.8K
4,339
清仓
AHR
American Healthcare REIT Incorporated Com SHS REIT
-$301.6K
0
-100%
建仓
ADP
Automatic Data Processing Incorporated
+$299.6K
1,019
建仓
JEF
Jefferies Finl Group Incorporated
+$299.6K
3,821
建仓
HOOD
Robinhood MKTS Incorporated Com Class A
+$299.2K
8,030
增持
LLY
Eli Lilly & Company
-$294.9K
2,627
+0%
建仓
UI
Ubiquiti Inc
+$293.8K
885
增持
GLD
SPDR Gold Shares ETF
+$288.5K
4,204
+40%
建仓
LITE
Lumentum HLDGS Incorporated
+$288.4K
3,435
建仓
VIRT
Virtu Finl Inc Class A
+$288.2K
8,076
减持
SPY
SPDR S&P 500 ETF
-$284.2K
1,677
-24%
建仓
SOFI
Sofi Technologies Incorporated
+$283.9K
18,438
建仓
Z
Zillow Group Incorporated Class C Cap STK
+$282.4K
3,814
建仓
IBKR
Interactive Brokers Group Incorporated Com Class A
+$282.0K
1,596
建仓
—
Liberty Media Corporation Del Com LBTY LIV S C
+$280.1K
4,115
增持
CME
Cme Group Inc Class A
+$277.6K
7,784
+9%
建仓
IWB
iShares Russell 1000 ETF
+$275.8K
856
建仓
VRT
Vertiv Holdings Company Com Class A
+$275.3K
2,423
建仓
KTOS
Kratos Defense & Sec Solutions Com New
+$271.7K
10,300
建仓
DGRO
iShares TR Core DIV GRWTH
+$268.7K
4,381
建仓
VST
Vistra Corporation
+$267.4K
1,939
建仓
SGOV
iShares TR 0-3 MNTH Treasry
+$267.1K
2,662
建仓
SBUX
Starbucks Corp
+$265.1K
2,905
建仓
FICO
Fair Isaac Corporation
+$264.8K
133
建仓
AAON
A A O N Inc
+$261.4K
2,221
清仓
—
Marathon Oil Corporation
-$261.3K
0
-100%
建仓
FIX
Comfort Systems USA Incorporated
+$261.2K
616
建仓
AFRM
Affirm HLDGS Incorporated Com Class A
+$260.7K
4,280
减持
TGT
Target Corp
-$256.1K
1,833
-43%
建仓
TOST
Toast Incorporated Class A
+$255.0K
6,995
建仓
SUB
iShares TR SHRT Nat Mun ETF
+$251.4K
2,383
建仓
CAVA
Cava Group Inc
+$248.7K
2,205
建仓
BKR
Baker Hughes Co. Class A
+$246.5K
6,010
建仓
CGGR
Capital Group Growth ETF SHS Creation Unit
+$241.2K
6,489
建仓
MSTR
Microstrategy Inc Class A
+$230.0K
794
建仓
IBIT
iShares Bitcoin ETF
+$228.9K
4,314
建仓
TPL
Texas Pacific Land Corp
+$226.7K
205
建仓
MO
Altria Group Incorporated
+$224.8K
4,217
减持
RJF
Raymond James Finl
+$224.5K
8,241
-4%
减持
ADI
Analog Devices Inc
-$222.9K
10,572
-1%
清仓
VEU
Vanguard FTSE All World Ex US ETF
-$218.9K
0
-100%
清仓
WELL
Welltower Incorporated REIT
-$216.4K
0
-100%
清仓
ICE
Intercontinental Exchange Incorporated
-$214.7K
0
-100%
建仓
EPAM
Epam Systems Incorporated
+$214.2K
916
建仓
PM
Philip Morris International Incorporated
+$204.2K
1,678
清仓
—
Astrazeneca PLC F Sponsored ADR
-$202.6K
0
-100%
建仓
KMI
Kinder Morgan Inc
+$202.1K
7,377
清仓
F
Ford Motor Co
-$200.4K
0
-100%
增持
UNH
UnitedHealth Group
-$191.0K
3,011
+3%
减持
ORCL
Oracle Corporation
-$183.1K
4,200
-19%
减持
WMT
Wal-Mart
+$179.1K
43,773
-7%
增持
COHR
Coherent Corporation
+$177.5K
5,595
+41%
增持
GOOG
Alphabet Inc. Class C
+$176.3K
5,032
+8%
减持
JEPQ
J P Morgan Nasdaq EQT PRM Inc ETF IV
+$176.2K
129,388
-1%
减持
IEFA
iShares TR Core MSCI EAFE
-$168.3K
10,927
-9%
减持
CVX
Chevron Corp.
-$166.8K
7,953
-11%
减持
FIXD
First Trust TCW Opportunistic Fi ETF
-$166.2K
33,117
-6%
增持
META
Meta Platforms Inc Class A
+$158.0K
3,235
+7%
减持
AMD
Advanced Micro Device In
-$151.3K
2,494
-10%
增持
HPE
Hewlett Packard Enterprise Company
+$148.6K
22,401
+39%
增持
NFLX
Netflix Inc
+$148.4K
776
+1%
增持
MSI
Motorola Solutions
+$144.2K
7,732
+1%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$143.7K
10,356
-20%
减持
HD
Home Depot
-$143.1K
5,860
-2%
增持
JMEE
JP Morgan ETF Trust MKT Expansion Enhanced
+$130.9K
65,181
+4%
减持
QCOM
Qualcomm Incorporated
-$128.0K
4,240
-7%
增持
EQIX
Equinix Inc REIT
+$125.8K
557
+24%
增持
QQQM
Invesco Nasdaq 100 ETF
+$124.6K
3,710
+14%
减持
AGG
iShares Core US Aggregate Bond ETF
-$115.7K
20,877
-1%
增持
—
Chubb LTD F
-$114.3K
10,088
+0%
减持
MDLZ
Mondelez Intl Class A
-$113.7K
6,702
-4%
减持
AMGN
Amgen Inc.
-$111.0K
1,599
-2%
增持
UNP
Union Pacific Corp
-$108.0K
9,000
+3%
减持
HMOP
Hartford Municipal Opportnits ETF
-$106.4K
7,271
-26%
减持
GOOGL
Alphabet Inc. Class A
+$104.1K
6,289
-4%
减持
PLD
Prologis Inc. REIT
-$103.6K
3,670
-6%
减持
COWZ
Pacer US Cash Cows 100 ETF
-$103.4K
8,782
-15%
减持
PEP
Pepsico Inc
-$101.6K
4,640
-3%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$100.8K
58,403
-0%
增持
BIL
SPDR Bloomberg 1 3 MNTH T BLL ETF
+$96.9K
8,406
+15%
减持
CALF
Pacer US Small Cap Cash Cows 100 ETF
-$93.9K
9,845
-13%
减持
—
Medtronic PLC F
-$93.3K
8,289
-1%
清仓
PSEC
Prospect Cap Corporation
-$91.9K
0
-100%
增持
KO
Coca-Cola
-$87.2K
11,398
+3%
减持
GE
General Electric Company Com New
-$85.7K
3,296
-2%
减持
ARDX
Ardelyx Incorporated
-$85.4K
28,000
-15%
增持
TJX
TJX Companies Incorporated New
+$78.0K
4,482
+14%
减持
ET
Energy Transfer L P LP
-$77.9K
12,339
-38%
减持
HTAB
Hartford Schroders Tax-Aware Bond ETF
-$77.6K
22,962
-13%
减持
V
Visa Inc Class A
+$74.9K
2,812
-5%
增持
EMR
Emerson Elec Company
+$74.7K
2,893
+11%
增持
FSK
FS KKR Capital Corp
+$74.4K
44,853
+2%
减持
QDPL
Pacer FDS Trust Metaurus US Large Cap
-$73.7K
70,580
-4%
减持
SPHQ
Invesco S&P 500 Quality ETF
-$73.7K
64,579
-1%
增持
COST
Costco Wholesale Co
+$66.7K
366
+21%
减持
GS
Goldman Sachs Group
+$65.3K
1,832
-8%
减持
ADBE
Adobe Incorporated
-$64.6K
515
-9%