WEST MICHIGAN ADVISORS, LLC
HOLLAND MI · SEC CIK 0001909879
$4.55亿2026Q1 申报市值
298持仓数
25.9%前十大占比 · 第一大 8.6%
60 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PJAN 新建仓+$789.03万
MRK 加仓+$422.20万
BMY 新建仓+$404.31万
HAS 新建仓+$386.30万
FTI 新建仓+$362.00万
2026Q1 卖出最多 按季末市值估算
POCT 清仓-$821.20万
JEPQ 减仓-$403.89万
EPAM 清仓-$373.72万
TPR 清仓-$342.93万
JNJ 减仓-$298.69万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| POCT | Innovator U.S. Equity Power Bffer ETF - October | $0 | 0.00% | 0 | -186,976 | -100.0% | -$821.20万 | 清仓 |
| EPAM | Epam Systems Incorporated | $0 | 0.00% | 0 | -18,241 | -100.0% | -$373.72万 | 清仓 |
| TPR | Tapestry Incorporated | $0 | 0.00% | 0 | -26,840 | -100.0% | -$342.93万 | 清仓 |
| APH | Amphenol Corporation New Class A | $0 | 0.00% | 0 | -21,381 | -100.0% | -$289.47万 | 清仓 |
| INSM | Insmed Incorporated Com Par $.01 | $0 | 0.00% | 0 | -15,418 | -100.0% | -$268.33万 | 清仓 |
| KVUE | Kenvue Incorporated | $0 | 0.00% | 0 | -140,446 | -100.0% | -$242.27万 | 清仓 |
| NET | Cloudflare Inc Class A | $0 | 0.00% | 0 | -12,225 | -100.0% | -$241.02万 | 清仓 |
| ALNY | Alnylam Pharmaceuticals Incorporated | $0 | 0.00% | 0 | -4,999 | -100.0% | -$198.79万 | 清仓 |
| BWXT | BWX Technologies Incorporated | $0 | 0.00% | 0 | -10,859 | -100.0% | -$187.69万 | 清仓 |
| PSEP | Innovator US Eqy Power Buffer ETF | $0 | 0.00% | 0 | -13,853 | -100.0% | -$60.56万 | 清仓 |
| HOOD | Robinhood MKTS Incorporated Com Class A | $0 | 0.00% | 0 | -4,912 | -100.0% | -$55.55万 | 清仓 |
| MEDP | Medpace HLDGS Incorporated | $0 | 0.00% | 0 | -984 | -100.0% | -$55.27万 | 清仓 |
| W | Wayfair Inc Class A | $0 | 0.00% | 0 | -5,379 | -100.0% | -$54.01万 | 清仓 |
| XLP | SPDR Consumer Staples Select Sector Fund | $0 | 0.00% | 0 | -6,469 | -100.0% | -$50.25万 | 清仓 |
| SOFI | Sofi Technologies Incorporated | $0 | 0.00% | 0 | -17,466 | -100.0% | -$45.73万 | 清仓 |
| MP | MP Matls Corp Class A | $0 | 0.00% | 0 | -8,899 | -100.0% | -$44.96万 | 清仓 |
| QS | Quantumscape Corporation Com Class A | $0 | 0.00% | 0 | -39,112 | -100.0% | -$40.75万 | 清仓 |
| AZN | Astrazeneca PLC F Sponsored ADR | $0 | 0.00% | 0 | -2,042 | -100.0% | -$37.55万 | 清仓 |
| MBWM | Mercantile BK Corporation | $0 | 0.00% | 0 | -6,887 | -100.0% | -$33.13万 | 清仓 |
| MLN | Vaneck Long Muni ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSCO | Tractor Supply Company | $0 | 0.00% | 0 | -6,013 | -100.0% | -$30.07万 | 清仓 |
| MDLZ | Mondelez Intl Class A | $0 | 0.00% | 0 | -5,111 | -100.0% | -$27.77万 | 清仓 |
| WAB | Wabtec | $0 | 0.00% | 0 | -1,186 | -100.0% | -$25.31万 | 清仓 |
| UHS | Universal HLTH SVCS Incorporated Class B | $0 | 0.00% | 0 | -1,091 | -100.0% | -$23.79万 | 清仓 |
| MLI | Mueller Industries Incorporated | $0 | 0.00% | 0 | -2,070 | -100.0% | -$23.77万 | 清仓 |
| EXEL | Exelixis Inc | $0 | 0.00% | 0 | -5,386 | -100.0% | -$23.61万 | 清仓 |
| CACI | Caci International Incorporated Class A | $0 | 0.00% | 0 | -417 | -100.0% | -$22.22万 | 清仓 |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| G | Genpact Limited SHS | $0 | 0.00% | 0 | -4,579 | -100.0% | -$21.42万 | 清仓 |
| TROW | Price T Rowe Group Incorporated | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACGL | Arch Cap Group Limited Ord | $0 | 0.00% | 0 | -2,206 | -100.0% | -$21.16万 | 清仓 |
| SSNC | SS&C Technologies HLDGS Incorporated | $0 | 0.00% | 0 | -2,408 | -100.0% | -$21.05万 | 清仓 |
| MTG | Mgic Invt Corporation Wis | $0 | 0.00% | 0 | -7,153 | -100.0% | -$20.90万 | 清仓 |
| DIA | SPDR Dow Jones Industrial Average ETF Trust | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACT | Enact HLDGS Incorporated | $0 | 0.00% | 0 | -5,193 | -100.0% | -$20.59万 | 清仓 |
| ESNT | Essent Group Limited | $0 | 0.00% | 0 | -3,152 | -100.0% | -$20.49万 | 清仓 |
| — | Avalon Advanced Matls Incorporated Com New | $474 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | Yatra Online Incorporated Ord SHS | $2.22万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | Allspring Income Opportunit Inc Oppty FD | $8.93万 | 0.02% | 13,676 | 317 | 2.4% | $2,071 | 加仓 |
| ETW | Eaton Vance Tax-Managed Global | $11.30万 | 0.02% | 12,865 | 0 | 0.0% | — | 不变 |
| IMO | Imperial Oil Limited Com New | $20.20万 | 0.04% | 1,537 | 1,537 | — | $20.20万 | 新建仓 |
| LOW | Lowes Companies Inc | $20.39万 | 0.04% | 863 | 863 | — | $20.39万 | 新建仓 |
| F | Ford Motor Co | $20.41万 | 0.04% | 17,687 | 91 | 0.5% | $1,050 | 加仓 |
| KLAC | Kla Corporation Com New | $20.47万 | 0.04% | 139 | -166 | -54.4% | -$24.44万 | 减仓 |
| BAC | Bank Of America Corp | $20.55万 | 0.05% | 4,215 | -5,351 | -55.9% | -$26.09万 | 减仓 |
| BA | Boeing Co | $20.70万 | 0.05% | 1,040 | 1,040 | — | $20.70万 | 新建仓 |
| UTHR | United Therapeutics Corporation Del | $20.87万 | 0.05% | 352 | 352 | — | $20.87万 | 新建仓 |
| OKE | Oneok Incorporated New | $20.95万 | 0.05% | 2,318 | 2,318 | — | $20.95万 | 新建仓 |
| WELL | Welltower Incorporated REIT | $21.33万 | 0.05% | 1,079 | -83 | -7.1% | -$1.64万 | 减仓 |
| ADP | Automatic Data Processing Incorporated | $21.57万 | 0.05% | 1,053 | 1,053 | — | $21.57万 | 新建仓 |
| CSL | Carlisle Companies Incorporated | $22.02万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| FVD | First Trust Value Line Dividend Index Fund | $22.18万 | 0.05% | 4,715 | 7 | 0.1% | $329 | 加仓 |
| SU | Suncor Energy Incorporated New | $22.27万 | 0.05% | 3,368 | 3,368 | — | $22.27万 | 新建仓 |
| CMS | C M S Energy Corp | $22.44万 | 0.05% | 2,893 | 2,893 | — | $22.44万 | 新建仓 |
| FDX | Fedex Corp | $22.64万 | 0.05% | 633 | 633 | — | $22.64万 | 新建仓 |
| DBMF | Imgp Dbi Managed Futures STRTGY ETF | $22.64万 | 0.05% | 7,479 | -41 | -0.5% | -$1,241 | 减仓 |
| SUB | iShares TR SHRT Nat Mun ETF | $22.72万 | 0.05% | 2,133 | 36 | 1.7% | $3,834 | 加仓 |
| PLD | Prologis Inc. REIT | $22.77万 | 0.05% | 1,723 | 1,723 | — | $22.77万 | 新建仓 |
| FIS | Fidelity Natl Information SVCS | $22.82万 | 0.05% | 4,865 | 4,865 | — | $22.82万 | 新建仓 |
| MMM | 3M | $23.11万 | 0.05% | 1,591 | -10 | -0.6% | -$1,452 | 减仓 |
| IGSB | iShares TR Is 1-5 YR In GR CR BD ETF | $23.17万 | 0.05% | 4,408 | -1,296 | -22.7% | -$6.81万 | 减仓 |
| SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | $23.31万 | 0.05% | 6,951 | 444 | 6.8% | $1.49万 | 加仓 |
| VLO | Valero Energy Corp | $23.57万 | 0.05% | 954 | 954 | — | $23.57万 | 新建仓 |
| IWP | iShares TR Rus MD CP GR ETF | $23.74万 | 0.05% | 1,853 | 13 | 0.7% | $1,666 | 加仓 |
| VISN | Commscope HLDG Co Inc | $24.13万 | 0.05% | 13,258 | 0 | 0.0% | — | 不变 |
| CF | CF Industries HLDGS Incorporated | $24.15万 | 0.05% | 1,860 | -2,305 | -55.3% | -$29.93万 | 减仓 |
| PRU | Prudential Finl | $24.17万 | 0.05% | 2,474 | 286 | 13.1% | $2.79万 | 加仓 |
| VWO | Vanguard MSCI Emerging Markets ETF | $24.30万 | 0.05% | 13,000 | 13,000 | — | $24.30万 | 新建仓 |
| AHR | American Healthcare REIT Incorporated Com SHS REIT | $24.32万 | 0.05% | 5,129 | 0 | 0.0% | — | 不变 |
| BP | BP PLC F Sponsored ADR | $24.57万 | 0.05% | 5,228 | 5,228 | — | $24.57万 | 新建仓 |
| IWS | iShares TR Rus MDCP Val ETF | $24.65万 | 0.05% | 1,692 | 9 | 0.5% | $1,311 | 加仓 |
| FCX | Freeport-Mcmoran Incorporated Class B | $24.93万 | 0.05% | 4,242 | -65 | -1.5% | -$3,821 | 减仓 |
| LYB | Lyondellbasell Industries N V SHS - A - | $25.13万 | 0.06% | 3,120 | 3,120 | — | $25.13万 | 新建仓 |
| CGUS | Capital Group Core Equity ETF SHS Creation Unit | $25.19万 | 0.06% | 6,542 | 368 | 6.0% | $1.42万 | 加仓 |
| GD | General Dynamics Corporation | $25.26万 | 0.06% | 736 | 736 | — | $25.26万 | 新建仓 |
| HAL | Halliburton Company | $25.48万 | 0.06% | 6,534 | 6,534 | — | $25.48万 | 新建仓 |
| PBR | Petroleo Brasileiro SA Petrobr Sponsored ADR | $25.59万 | 0.06% | 12,333 | 12,333 | — | $25.59万 | 新建仓 |
| VYM | Vanguard High Dividend Yield ETF | $25.66万 | 0.06% | 1,733 | -282 | -14.0% | -$4.18万 | 减仓 |
| FFA | First TR Enhanced Equity Incom | $25.84万 | 0.06% | 12,666 | 25 | 0.2% | $510 | 加仓 |
| XLV | SPDR Health Care Select | $25.85万 | 0.06% | 1,763 | -1,761 | -50.0% | -$25.82万 | 重新持有 |
| VMBS | Vanguard Mortgage Backed Sec ETF | $26.28万 | 0.06% | 5,598 | -1,665 | -22.9% | -$7.82万 | 减仓 |
| PSX | Phillips 66 | $26.45万 | 0.06% | 1,452 | 1,452 | — | $26.45万 | 新建仓 |
| KMI | Kinder Morgan Inc | $27.25万 | 0.06% | 8,126 | 8 | 0.1% | $268 | 加仓 |
| PFE | Pfizer | $27.62万 | 0.06% | 9,836 | -240 | -2.4% | -$6,739 | 减仓 |
| NXPI | NXP Semiconductors N V | $27.74万 | 0.06% | 1,401 | -12,220 | -89.7% | -$241.92万 | 减仓 |
| PH | Parker-Hannifin Corporation | $28.02万 | 0.06% | 313 | 313 | — | $28.02万 | 新建仓 |
| — | BlackRock Muniy Michigan | $28.22万 | 0.06% | 23,645 | 23,645 | — | $28.22万 | 新建仓 |
| C | Citigroup Incorporated Com New | $28.45万 | 0.06% | 2,509 | 37 | 1.5% | $4,196 | 加仓 |
| SHEL | Shell PLC Spon Ads | $28.63万 | 0.06% | 3,079 | 3,079 | — | $28.63万 | 新建仓 |
| WM | Waste Management Inc | $28.69万 | 0.06% | 1,249 | -24 | -1.9% | -$5,513 | 减仓 |
| HPE | Hewlett Packard Enterprise Company | $28.71万 | 0.06% | 11,985 | -806 | -6.3% | -$1.93万 | 减仓 |
| IWO | iShares TR Rus 2000 GRW ETF | $29.14万 | 0.06% | 928 | -1 | -0.1% | -$314 | 减仓 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | $29.20万 | 0.06% | 6,508 | -2,136 | -24.7% | -$9.58万 | 减仓 |
| — | General Electric | $29.28万 | 0.06% | 1,030 | 0 | 0.0% | — | 不变 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $29.35万 | 0.06% | 3,075 | 303 | 10.9% | $2.89万 | 加仓 |
| ROK | Rockwell Automation Incorporated | $29.36万 | 0.06% | 818 | -159 | -16.3% | -$5.71万 | 减仓 |
| MVFG | Monarch Volume Factor Global ETF | $29.37万 | 0.06% | 9,120 | 9,120 | — | $29.37万 | 新建仓 |
| COST | Costco Wholesale Co | $29.39万 | 0.06% | 295 | -7 | -2.3% | -$6,975 | 减仓 |
| PFFV | Global X Variable Rate Preferred ETF | $29.42万 | 0.06% | 13,476 | -11,721 | -46.5% | -$25.58万 | 减仓 |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $29.48万 | 0.06% | 4,488 | 4,488 | — | $29.48万 | 新建仓 |