WEST MICHIGAN ADVISORS, LLC
HOLLAND MI · SEC CIK 0001909879
$5.26亿2026Q2 申报市值
295持仓数
26.6%前十大占比 · 第一大 8.7%
52 / 59新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
Amplify CWP Enha 新建仓+$1,557.46万
Defender Risk Ad 新建仓+$1,425.95万
Apple Inc 新建仓+$1,318.98万
Advanced Micro D 新建仓+$610.48万
American Express 新建仓+$530.06万
2026Q2 卖出最多 按季末市值估算
DIVO 清仓-$1,520.51万
AAPL 清仓-$1,164.12万
PJAN 清仓-$789.03万
CSCO 减仓-$569.63万
AMZN 清仓-$526.34万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PRU | Prudential Finl | $26.73万 | 0.05% | 2,476 | 2 | 0.1% | $216 | 加仓 |
| AHR | American Healthcare REIT Incorporated Com SHS REIT | $26.88万 | 0.05% | 5,129 | 0 | 0.0% | — | 不变 |
| IWP | iShares TR Rus MD CP GR ETF | $26.88万 | 0.05% | 1,836 | -17 | -0.9% | -$2,489 | 减仓 |
| PCAR | Paccar Incorporated | $26.97万 | 0.05% | 2,245 | 2,245 | — | $26.97万 | 新建仓 |
| SPXL | Direxion Daily S&P 500 Bull 3X Shares | $27.07万 | 0.05% | 1,000 | 0 | 0.0% | — | 重新持有 |
| FFA | First TR Enhanced Equity Incom | $27.07万 | 0.05% | 12,106 | -560 | -4.4% | -$1.25万 | 减仓 |
| PEP | Pepsico Inc | $27.13万 | 0.05% | 2,004 | -52 | -2.5% | -$7,041 | 减仓 |
| KTOS | Kratos Defense & Sec Solutions Com New | $27.14万 | 0.05% | 5,443 | -4,931 | -47.5% | -$24.59万 | 减仓 |
| FIVE | Five Below Incorporated | $27.22万 | 0.05% | 1,514 | -13,296 | -89.8% | -$239.05万 | 减仓 |
| TROW | Price T Rowe Group Incorporated | $27.39万 | 0.05% | 2,409 | 327 | 15.7% | $3.72万 | 重新持有 |
| BKR | Baker Hughes Co. Class A | $27.56万 | 0.05% | 4,965 | -16 | -0.3% | -$888 | 减仓 |
| GD | General Dynamics Corporation | $27.64万 | 0.05% | 780 | 44 | 6.0% | $1.56万 | 加仓 |
| IGSB | iShares TR Is 1-5 YR In GR CR BD ETF | $27.81万 | 0.05% | 5,306 | 898 | 20.4% | $4.71万 | 加仓 |
| WM | Waste Management Inc | $27.92万 | 0.05% | 1,253 | 4 | 0.3% | $891 | 加仓 |
| SUB | iShares TR SHRT Nat Mun ETF | $27.93万 | 0.05% | 2,623 | 490 | 23.0% | $5.22万 | 加仓 |
| HYTR | Counterpoint High Yield Trend ETF | $28.72万 | 0.05% | 13,444 | -11,312 | -45.7% | -$24.16万 | 减仓 |
| CGUS | Capital Group Core Equity ETF SHS Creation Unit | $29.52万 | 0.06% | 6,637 | 95 | 1.5% | $4,225 | 加仓 |
| VLO | Valero Energy Corp | $30.00万 | 0.06% | 1,152 | 198 | 20.8% | $5.16万 | 加仓 |
| BLK | BlackRock Inc New | $30.10万 | 0.06% | 313 | -109 | -25.8% | -$10.48万 | 减仓 |
| — | Twin Oak Short Horizon Absolute Return ETF | $30.11万 | 0.06% | 10,442 | 10,442 | — | $30.11万 | 新建仓 |
| PFE | Pfizer | $30.87万 | 0.06% | 12,820 | 2,984 | 30.3% | $7.19万 | 加仓 |
| AZN | Astrazeneca PLC | $31.02万 | 0.06% | 1,636 | -2 | -0.1% | -$379 | 减仓 |
| XRNPX | Cohen Steers REIT Prefer | $31.38万 | 0.06% | 15,457 | 55 | 0.4% | $1,117 | 加仓 |
| ET | Energy Transfer L P LP | $31.42万 | 0.06% | 16,433 | -306 | -1.8% | -$5,851 | 减仓 |
| ECL | Ecolab Incorporated | $31.51万 | 0.06% | 1,128 | -15 | -1.3% | -$4,190 | 减仓 |
| SNA | Snap On Incorporated | $31.83万 | 0.06% | 791 | -338 | -29.9% | -$13.60万 | 减仓 |
| VMBS | Vanguard Mortgage Backed Sec ETF | $32.02万 | 0.06% | 6,841 | 1,243 | 22.2% | $5.82万 | 加仓 |
| COP | Conocophillips | $32.61万 | 0.06% | 3,137 | -2,122 | -40.3% | -$22.06万 | 减仓 |
| EMR | Emerson Elec Company | $32.77万 | 0.06% | 2,289 | -26 | -1.1% | -$3,722 | 减仓 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | $33.16万 | 0.06% | 6,552 | 44 | 0.7% | $2,227 | 加仓 |
| DGRO | iShares TR Core DIV GRWTH | $33.96万 | 0.06% | 4,481 | -162 | -3.5% | -$1.23万 | 减仓 |
| JPIE | JPMorgan Income ETF | $34.13万 | 0.06% | 7,411 | -17,334 | -70.1% | -$79.82万 | 减仓 |
| IWN | iShares TR Rus 2000 Val ETF | $34.66万 | 0.07% | 1,567 | -65 | -4.0% | -$1.44万 | 减仓 |
| C | Citigroup Incorporated Com New | $34.82万 | 0.07% | 2,488 | -21 | -0.8% | -$2,939 | 减仓 |
| IWO | iShares TR Rus 2000 GRW ETF | $35.06万 | 0.07% | 890 | -38 | -4.1% | -$1.50万 | 减仓 |
| IWM | iShares TR Russell 2000 ETF | $35.18万 | 0.07% | 1,171 | -170 | -12.7% | -$5.11万 | 减仓 |
| SBUX | Starbucks Corp | $35.28万 | 0.07% | 3,453 | -12 | -0.3% | -$1,226 | 减仓 |
| ICE | Intercontinental Exchange Incorporated | $35.43万 | 0.07% | 2,878 | 202 | 7.5% | $2.49万 | 加仓 |
| PANW | Palo Alto Networks | $35.98万 | 0.07% | 1,055 | -3,459 | -76.6% | -$117.96万 | 减仓 |
| VO | Vanguard Mid Cap ETF | $36.70万 | 0.07% | 4,555 | 19 | 0.4% | $1,531 | 加仓 |
| IJH | iShares TR Core S&P MCP ETF | $36.81万 | 0.07% | 4,774 | 61 | 1.3% | $4,704 | 加仓 |
| SHW | Sherwin Williams Co | $36.84万 | 0.07% | 1,070 | -255 | -19.2% | -$8.78万 | 减仓 |
| CMS | C M S Energy Corp | $37.96万 | 0.07% | 4,962 | 2,069 | 71.5% | $15.83万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $38.24万 | 0.07% | 2,513 | 47 | 1.9% | $7,152 | 加仓 |
| EQIX | Equinix Inc REIT | $38.25万 | 0.07% | 367 | 37 | 11.2% | $3.86万 | 加仓 |
| — | General Electric | $38.49万 | 0.07% | 1,030 | 0 | 0.0% | — | 不变 |
| MVFG | Monarch Volume Factor Global ETF | $38.96万 | 0.07% | 11,229 | 2,109 | 23.1% | $7.32万 | 加仓 |
| MA | Mastercard Inc Class A | $39.24万 | 0.07% | 764 | -63 | -7.6% | -$3.24万 | 减仓 |
| — | Avantis US Large Cap Value ETF | $39.33万 | 0.07% | 4,312 | 4,312 | — | $39.33万 | 新建仓 |
| COWZ | Pacer US Cash Cows 100 ETF | $39.34万 | 0.07% | 6,324 | -80 | -1.2% | -$4,976 | 减仓 |
| LMBS | FRST TRT Low DTN Opnts ETF IV | $39.41万 | 0.07% | 7,917 | 974 | 14.0% | $4.85万 | 加仓 |
| NXPI | NXP Semiconductors N V | $39.42万 | 0.07% | 1,398 | -3 | -0.2% | -$846 | 减仓 |
| FCX | Freeport-Mcmoran Incorporated Class B | $39.59万 | 0.08% | 6,295 | 2,053 | 48.4% | $12.91万 | 加仓 |
| IEMG | iShares Incorporated Core MSCI Emkt | $39.59万 | 0.08% | 4,779 | -225 | -4.5% | -$1.86万 | 减仓 |
| T | AT&T | $40.14万 | 0.08% | 19,392 | -4,190 | -17.8% | -$8.67万 | 减仓 |
| ROK | Rockwell Automation Incorporated | $40.25万 | 0.08% | 813 | -5 | -0.6% | -$2,475 | 减仓 |
| DE | Deere & Company | $40.53万 | 0.08% | 637 | 98 | 18.2% | $6.24万 | 加仓 |
| TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | $41.71万 | 0.08% | 9,107 | 1,725 | 23.4% | $7.90万 | 加仓 |
| — | Monarch Volume Factor Dividnd ETF | $43.11万 | 0.08% | 14,382 | 2,494 | 21.0% | $7.48万 | 加仓 |
| IWB | iShares Russell 1000 ETF | $44.43万 | 0.08% | 1,085 | -32 | -2.9% | -$1.31万 | 减仓 |
| — | Allstate Corporation | $44.43万 | 0.08% | 1,859 | 1,859 | — | $44.43万 | 新建仓 |
| — | BlackRock Muniy Michigan | $44.58万 | 0.08% | 36,201 | 12,556 | 53.1% | $15.46万 | 加仓 |
| JBL | Jabil Incorporated | $45.87万 | 0.09% | 1,190 | -6 | -0.5% | -$2,313 | 减仓 |
| — | Archer-Daniels-Midln | $46.05万 | 0.09% | 6,028 | 6,028 | — | $46.05万 | 新建仓 |
| GCOW | Pacer Global Cash Cows Dividend ETF | $46.11万 | 0.09% | 10,649 | 2,499 | 30.7% | $10.82万 | 加仓 |
| HTAB | Hartford Schroders Tax-Aware Bond ETF | $46.39万 | 0.09% | 24,105 | -4,529 | -15.8% | -$8.72万 | 减仓 |
| PNC | PNC Finl Services | $46.49万 | 0.09% | 1,888 | 282 | 17.6% | $6.94万 | 加仓 |
| XLV | SPDR Health Care Select | $46.68万 | 0.09% | 2,942 | 1,179 | 66.9% | $18.71万 | 加仓 |
| MDT | Medtronic PLC F | $46.72万 | 0.09% | 5,918 | -2,156 | -26.7% | -$17.02万 | 减仓 |
| SPGI | S&P Global Incorporated | $46.93万 | 0.09% | 1,152 | -92 | -7.4% | -$3.75万 | 减仓 |
| — | ExxonMobil | $47.13万 | 0.09% | 3,447 | 41 | 1.2% | $5,605 | 加仓 |
| TPYP | Tortoise North American Pipeline ETF | $47.50万 | 0.09% | 11,328 | 0 | 0.0% | — | 不变 |
| TLT | iShares TR 20 YR TR BD ETF | $48.73万 | 0.09% | 5,639 | -9,679 | -63.2% | -$83.65万 | 减仓 |
| HMOP | Hartford Municipal Opportnits ETF | $49.69万 | 0.09% | 12,665 | 2,374 | 23.1% | $9.31万 | 加仓 |
| SYF | Synchrony Financial | $50.02万 | 0.10% | 6,577 | 995 | 17.8% | $7.57万 | 加仓 |
| — | Agnico Eagle Mines Limited | $50.37万 | 0.10% | 3,247 | 3,247 | — | $50.37万 | 新建仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $50.98万 | 0.10% | 5,391 | 2,316 | 75.3% | $21.90万 | 加仓 |
| CRMD | Cormedix Incorporated | $51.81万 | 0.10% | 66,000 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Incorporated Class A | $52.49万 | 0.10% | 4,499 | -163 | -3.5% | -$1.90万 | 减仓 |
| PM | Philip Morris International Incorporated | $53.13万 | 0.10% | 2,913 | 695 | 31.3% | $12.68万 | 加仓 |
| WMB | Williams Cos Inc | $53.19万 | 0.10% | 7,155 | -615 | -7.9% | -$4.57万 | 减仓 |
| IJR | iShares Core S&P Small-Cap ETF | $54.63万 | 0.10% | 3,684 | -149 | -3.9% | -$2.21万 | 减仓 |
| — | Marketdesk Focused US Momentum ETF | $55.21万 | 0.10% | 12,652 | 12,652 | — | $55.21万 | 新建仓 |
| FV | First Trust Dorsey Wright Focus 5 ETF | $55.49万 | 0.11% | 7,313 | -200 | -2.7% | -$1.52万 | 减仓 |
| IYR | iShares US Real Estate ETF | $56.45万 | 0.11% | 5,521 | -5,357 | -49.2% | -$54.78万 | 减仓 |
| LIN | Linde PLC SHS | $58.98万 | 0.11% | 1,137 | 105 | 10.2% | $5.45万 | 加仓 |
| — | Amgen Inc. | $58.99万 | 0.11% | 1,629 | 1,629 | — | $58.99万 | 新建仓 |
| ETR | Entergy Corporation New | $59.61万 | 0.11% | 5,190 | 1,549 | 42.5% | $17.79万 | 加仓 |
| QDF | Flexshares Quality Dividend Index Fund | $59.84万 | 0.11% | 6,655 | -238 | -3.5% | -$2.14万 | 减仓 |
| DRI | Darden Restaurants | $60.21万 | 0.11% | 2,923 | 940 | 47.4% | $19.36万 | 加仓 |
| IBIT | iShares Bitcoin ETF | $62.17万 | 0.12% | 18,675 | -2 | -0.0% | -$67 | 减仓 |
| CLIP | Global X 1 3 Month T Bill ETF | $62.79万 | 0.12% | 6,258 | 57 | 0.9% | $5,719 | 加仓 |
| KBE | SPDR S&P Bank ETF | $63.08万 | 0.12% | 9,247 | -1,368 | -12.9% | -$9.33万 | 减仓 |
| FSCO | FS Credit Opportunit | $64.47万 | 0.12% | 129,190 | -5,467 | -4.1% | -$2.73万 | 减仓 |
| MGNR | American Beacon Select Funds GLG Nat Res ETF | $65.16万 | 0.12% | 13,422 | 2,433 | 22.1% | $11.81万 | 加仓 |
| TXN | Texas Instruments | $65.28万 | 0.12% | 2,190 | 37 | 1.7% | $1.10万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $65.48万 | 0.12% | 12,946 | 2,352 | 22.2% | $11.90万 | 加仓 |
| KLAC | Kla Corporation Com New | $65.92万 | 0.13% | 2,185 | 795 | 57.2% | $23.99万 | 加仓 |
| — | Bondbloxx Bloomberg 2 Year Target Duration US Treasury | $66.06万 | 0.13% | 13,495 | 13,495 | — | $66.06万 | 新建仓 |
| GEV | GE Vernova Incorporated | $66.51万 | 0.13% | 566 | -1 | -0.2% | -$1,175 | 减仓 |