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 |
|---|---|---|---|---|---|---|---|---|
| — | Honeywell Intl Inc | $29.99万 | 0.07% | 1,327 | -398 | -23.1% | -$9.00万 | 重新持有 |
| EMR | Emerson Elec Company | $30.33万 | 0.07% | 2,315 | 355 | 18.1% | $4.65万 | 加仓 |
| BKR | Baker Hughes Co. Class A | $30.41万 | 0.07% | 4,981 | -2,955 | -37.2% | -$18.04万 | 减仓 |
| XRNPX | Cohen Steers REIT Prefer | $30.43万 | 0.07% | 15,402 | 56 | 0.4% | $1,107 | 加仓 |
| DE | Deere & Company | $30.46万 | 0.07% | 539 | -52 | -8.8% | -$2.94万 | 减仓 |
| ECL | Ecolab Incorporated | $30.49万 | 0.07% | 1,143 | -6 | -0.5% | -$1,600 | 减仓 |
| WTFC | Wintrust Finl Corporation | $30.59万 | 0.07% | 2,202 | -9 | -0.4% | -$1,250 | 减仓 |
| IWN | iShares TR Rus 2000 Val ETF | $30.94万 | 0.07% | 1,632 | 8 | 0.5% | $1,517 | 加仓 |
| SBUX | Starbucks Corp | $31.04万 | 0.07% | 3,465 | 104 | 3.1% | $9,317 | 加仓 |
| MOS | Mosaic | $31.47万 | 0.07% | 12,340 | 0 | 0.0% | — | 不变 |
| ADM | Archer-Daniels-Midln | $31.66万 | 0.07% | 4,356 | 15 | 0.3% | $1,090 | 加仓 |
| JBL | Jabil Incorporated | $31.77万 | 0.07% | 1,196 | 6 | 0.5% | $1,594 | 加仓 |
| IJH | iShares TR Core S&P MCP ETF | $31.83万 | 0.07% | 4,713 | -466 | -9.0% | -$3.15万 | 减仓 |
| PEP | Pepsico Inc | $31.93万 | 0.07% | 2,056 | -93 | -4.3% | -$1.44万 | 减仓 |
| AZN | Astrazeneca PLC | $32.30万 | 0.07% | 1,638 | 1,638 | — | $32.30万 | 新建仓 |
| ET | Energy Transfer L P LP | $32.31万 | 0.07% | 16,739 | 1,582 | 10.4% | $3.05万 | 加仓 |
| EQIX | Equinix Inc REIT | $32.34万 | 0.07% | 330 | 64 | 24.1% | $6.27万 | 加仓 |
| VO | Vanguard Mid Cap ETF | $32.56万 | 0.07% | 1,134 | -2 | -0.2% | -$574 | 减仓 |
| DGRO | iShares TR Core DIV GRWTH | $32.58万 | 0.07% | 4,643 | -2,957 | -38.9% | -$20.75万 | 减仓 |
| PDO | PIMCO Dynamic Income | $32.64万 | 0.07% | 25,000 | 25,000 | — | $32.64万 | 新建仓 |
| FSK | FS KKR Capital Corp | $33.17万 | 0.07% | 31,106 | -7,596 | -19.6% | -$8.10万 | 减仓 |
| IWM | iShares TR Russell 2000 ETF | $33.26万 | 0.07% | 1,341 | -478 | -26.3% | -$11.85万 | 减仓 |
| AVLV | Avantis US Large Cap Value ETF | $33.31万 | 0.07% | 4,132 | 4,132 | — | $33.31万 | 新建仓 |
| PNC | PNC Finl Services | $33.42万 | 0.07% | 1,606 | -1,250 | -43.8% | -$26.01万 | 减仓 |
| TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | $33.47万 | 0.07% | 7,382 | -143 | -1.9% | -$6,484 | 减仓 |
| TMUS | T-Mobile US Incorporated | $34.44万 | 0.08% | 1,640 | -100 | -5.7% | -$2.10万 | 减仓 |
| LMBS | FRST TRT Low DTN Opnts ETF IV | $34.58万 | 0.08% | 6,943 | 210 | 3.1% | $1.05万 | 加仓 |
| — | Monarch Volume Factor Dividnd ETF | $34.84万 | 0.08% | 11,888 | 4,240 | 55.4% | $12.43万 | 加仓 |
| IEMG | iShares Incorporated Core MSCI Emkt | $34.91万 | 0.08% | 5,004 | 290 | 6.2% | $2.02万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $35.99万 | 0.08% | 2,466 | 97 | 4.1% | $1.42万 | 加仓 |
| ACN | Accenture PLC F Class A | $36.51万 | 0.08% | 1,841 | 559 | 43.6% | $11.08万 | 加仓 |
| PM | Philip Morris International Incorporated | $37.00万 | 0.08% | 2,218 | 2,218 | — | $37.00万 | 新建仓 |
| GCOW | Pacer Global Cash Cows Dividend ETF | $37.69万 | 0.08% | 8,150 | 3,297 | 67.9% | $15.25万 | 加仓 |
| SYF | Synchrony Financial | $37.97万 | 0.08% | 5,582 | -10 | -0.2% | -$680 | 减仓 |
| CMI | Cummins Incorporated | $38.20万 | 0.08% | 710 | 710 | — | $38.20万 | 新建仓 |
| ALL | Allstate Corporation | $38.64万 | 0.08% | 1,854 | 12 | 0.7% | $2,501 | 加仓 |
| DRI | Darden Restaurants | $38.87万 | 0.09% | 1,983 | 1,983 | — | $38.87万 | 新建仓 |
| IWB | iShares Russell 1000 ETF | $39.83万 | 0.09% | 1,117 | -597 | -34.8% | -$21.29万 | 减仓 |
| HMOP | Hartford Municipal Opportnits ETF | $39.98万 | 0.09% | 10,291 | 4,414 | 75.1% | $17.15万 | 加仓 |
| COWZ | Pacer US Cash Cows 100 ETF | $40.06万 | 0.09% | 6,404 | -2,825 | -30.6% | -$17.67万 | 减仓 |
| BLK | BlackRock Inc New | $40.58万 | 0.09% | 422 | 107 | 34.0% | $10.29万 | 加仓 |
| ETR | Entergy Corporation New | $40.91万 | 0.09% | 3,641 | 3,641 | — | $40.91万 | 新建仓 |
| SNA | Snap On Incorporated | $41.01万 | 0.09% | 1,129 | 242 | 27.3% | $8.79万 | 加仓 |
| MA | Mastercard Inc Class A | $41.32万 | 0.09% | 827 | 113 | 15.8% | $5.65万 | 加仓 |
| TXN | Texas Instruments | $41.80万 | 0.09% | 2,153 | 2,153 | — | $41.80万 | 新建仓 |
| ICE | Intercontinental Exchange Incorporated | $42.09万 | 0.09% | 2,676 | 373 | 16.2% | $5.87万 | 加仓 |
| SHW | Sherwin Williams Co | $42.47万 | 0.09% | 1,325 | -76 | -5.4% | -$2.44万 | 减仓 |
| TECL | Direxion Daily Technology Bull 3X Shares | $43.27万 | 0.10% | 5,000 | -100 | -2.0% | -$8,655 | 减仓 |
| AMD | Advanced Micro Device In | $44.41万 | 0.10% | 2,183 | -1,865 | -46.1% | -$37.94万 | 减仓 |
| CRMD | Cormedix Incorporated | $44.81万 | 0.10% | 66,000 | 0 | 0.0% | — | 不变 |
| FV | First Trust Dorsey Wright Focus 5 ETF | $45.41万 | 0.10% | 7,513 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small-Cap ETF | $47.64万 | 0.10% | 3,833 | 7 | 0.2% | $870 | 加仓 |
| TPYP | Tortoise North American Pipeline ETF | $47.99万 | 0.11% | 11,328 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Incorporated | $49.51万 | 0.11% | 567 | 43 | 8.2% | $3.75万 | 加仓 |
| O | Realty Income Corporation REIT | $50.87万 | 0.11% | 8,278 | 8,278 | — | $50.87万 | 新建仓 |
| LIN | Linde PLC SHS | $51.18万 | 0.11% | 1,032 | 1,032 | — | $51.18万 | 新建仓 |
| HYTR | Counterpoint High Yield Trend ETF | $52.71万 | 0.12% | 24,756 | 14,385 | 138.7% | $30.63万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $52.85万 | 0.12% | 10,594 | -2,207 | -17.2% | -$11.01万 | 减仓 |
| SPGI | S&P Global Incorporated | $52.93万 | 0.12% | 1,244 | 312 | 33.5% | $13.27万 | 加仓 |
| QDF | Flexshares Quality Dividend Index Fund | $54.51万 | 0.12% | 6,893 | -222 | -3.1% | -$1.76万 | 减仓 |
| HTAB | Hartford Schroders Tax-Aware Bond ETF | $54.58万 | 0.12% | 28,634 | -233 | -0.8% | -$4,441 | 减仓 |
| SSO | ProShares Ultra S&P500 | $54.92万 | 0.12% | 10,586 | 475 | 4.7% | $2.46万 | 加仓 |
| CSHI | Neos Enhanced Income 1-3 Month T-Bill ETF | $56.07万 | 0.12% | 11,264 | 11,264 | — | $56.07万 | 新建仓 |
| PMAR | Innovator U.S. Equity Power Buffer ETF - March | $56.14万 | 0.12% | 12,581 | 12,581 | — | $56.14万 | 新建仓 |
| WMB | Williams Cos Inc | $56.55万 | 0.12% | 7,770 | -411 | -5.0% | -$2.99万 | 减仓 |
| MGNR | American Beacon Select Funds GLG Nat Res ETF | $56.68万 | 0.12% | 10,989 | 2,977 | 37.2% | $15.36万 | 加仓 |
| — | ExxonMobil | $57.79万 | 0.13% | 3,406 | -197 | -5.5% | -$3.34万 | 减仓 |
| FIX | Comfort Systems USA Incorporated | $57.92万 | 0.13% | 420 | -348 | -45.3% | -$47.99万 | 减仓 |
| AMGN | Amgen Inc. | $61.29万 | 0.13% | 1,742 | 188 | 12.1% | $6.61万 | 加仓 |
| CLIP | Global X 1 3 Month T Bill ETF | $62.23万 | 0.14% | 6,201 | 234 | 3.9% | $2.35万 | 加仓 |
| KBE | SPDR S&P Bank ETF | $63.21万 | 0.14% | 10,615 | 10,615 | — | $63.21万 | 新建仓 |
| ADPV | Adaptiv Select ETF | $63.56万 | 0.14% | 15,072 | 6,372 | 73.2% | $26.87万 | 加仓 |
| — | Dodge & Cox Income Fund | $65.51万 | 0.14% | 35,046 | 35,046 | — | $65.51万 | 新建仓 |
| KRMN | Karman HLDGS Incorporated Common Stock | $66.26万 | 0.15% | 8,277 | -18,987 | -69.6% | -$151.99万 | 减仓 |
| ORCL | Oracle Corporation | $67.70万 | 0.15% | 4,602 | 533 | 13.1% | $7.84万 | 加仓 |
| AEM | Agnico Eagle Mines Limited | $68.18万 | 0.15% | 3,359 | 165 | 5.2% | $3.35万 | 加仓 |
| PLTR | Palantir Technologies Incorporated Class A | $68.20万 | 0.15% | 4,662 | -16,986 | -78.5% | -$248.47万 | 减仓 |
| T | AT&T | $68.36万 | 0.15% | 23,582 | 3,041 | 14.8% | $8.82万 | 加仓 |
| FSCO | FS Credit Opportunit | $68.68万 | 0.15% | 134,657 | -23,472 | -14.8% | -$11.97万 | 减仓 |
| COP | Conocophillips | $69.42万 | 0.15% | 5,259 | 498 | 10.5% | $6.57万 | 加仓 |
| AMKR | Amkor Technology Inc | $69.43万 | 0.15% | 15,418 | 15,418 | — | $69.43万 | 新建仓 |
| RKLB | Rocket Lab Corporation | $70.04万 | 0.15% | 10,906 | 2,432 | 28.7% | $15.62万 | 重新持有 |
| MDT | Medtronic PLC F | $70.54万 | 0.15% | 8,074 | -142 | -1.7% | -$1.24万 | 减仓 |
| MU | Micron Technology Incorporated | $70.57万 | 0.16% | 2,088 | -467 | -18.3% | -$15.78万 | 减仓 |
| IBIT | iShares Bitcoin ETF | $71.76万 | 0.16% | 18,677 | -10 | -0.1% | -$384 | 减仓 |
| SCCO | Southern Copper Corp | $71.89万 | 0.16% | 4,178 | 4,178 | — | $71.89万 | 新建仓 |
| PANW | Palo Alto Networks | $72.37万 | 0.16% | 4,514 | 1,203 | 36.3% | $19.29万 | 加仓 |
| AU | Anglogold Ashanti PLC F | $72.48万 | 0.16% | 7,445 | 268 | 3.7% | $2.61万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $72.74万 | 0.16% | 11,351 | -368 | -3.1% | -$2.36万 | 减仓 |
| ATI | Ati Inc | $73.06万 | 0.16% | 5,023 | 5,023 | — | $73.06万 | 新建仓 |
| KTOS | Kratos Defense & Sec Solutions Com New | $73.15万 | 0.16% | 10,374 | 4 | 0.0% | $282 | 加仓 |
| — | Warner Brothers Discover | $73.68万 | 0.16% | 26,833 | -102,909 | -79.3% | -$282.59万 | 减仓 |
| SLV | iShares Silver TR iShares | $73.73万 | 0.16% | 10,820 | -69 | -0.6% | -$4,702 | 减仓 |
| USMV | iShares MSCI USA Min Vol FCTR ETF | $73.86万 | 0.16% | 7,965 | -476 | -5.6% | -$4.41万 | 减仓 |
| IEI | iShares TR 3 7 YR Treas BD | $75.45万 | 0.17% | 6,362 | 2,830 | 80.1% | $33.56万 | 加仓 |
| QQQM | Invesco Nasdaq 100 ETF | $75.90万 | 0.17% | 3,194 | -1,383 | -30.2% | -$32.86万 | 减仓 |
| MKSI | MKS Inc | $77.58万 | 0.17% | 3,376 | 3,376 | — | $77.58万 | 新建仓 |
| IVV | iShares TR Core S&P500 ETF | $77.67万 | 0.17% | 1,189 | -60 | -4.8% | -$3.92万 | 减仓 |
| TER | Teradyne Incorporate | $79.13万 | 0.17% | 2,669 | -485 | -15.4% | -$14.38万 | 减仓 |
| ROIV | Roivant Sciences LTD F | $79.21万 | 0.17% | 28,596 | -483 | -1.7% | -$1.34万 | 减仓 |