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 |
|---|---|---|---|---|---|---|---|---|
| LITE | Lumentum HLDGS Incorporated | $79.62万 | 0.17% | 1,133 | -725 | -39.0% | -$50.95万 | 减仓 |
| RVMD | Revolution Medicines Inc | $79.92万 | 0.18% | 8,218 | 614 | 8.1% | $5.97万 | 加仓 |
| MRNA | Moderna Incorporated | $79.95万 | 0.18% | 15,739 | 15,739 | — | $79.95万 | 新建仓 |
| ECG | Everus Constr Group | $81.61万 | 0.18% | 6,913 | 6,913 | — | $81.61万 | 新建仓 |
| SNDK | Sandisk Corporation | $81.77万 | 0.18% | 1,287 | 1,287 | — | $81.77万 | 新建仓 |
| ASTS | Ast Spacemobile Incorporated Com Class A | $81.94万 | 0.18% | 9,888 | 405 | 4.3% | $3.36万 | 加仓 |
| GE | General Electric Company Com New | $83.37万 | 0.18% | 2,933 | 19 | 0.7% | $5,401 | 加仓 |
| UNH | UnitedHealth Group | $83.40万 | 0.18% | 3,082 | 727 | 30.9% | $19.67万 | 加仓 |
| WDC | Western Digital Corporation. | $84.31万 | 0.19% | 3,117 | -598 | -16.1% | -$16.18万 | 减仓 |
| VRT | Vertiv Holdings Company Com Class A | $84.52万 | 0.19% | 3,373 | 3,373 | — | $84.52万 | 新建仓 |
| UNIY | The Wisdomtree Trust Voya Yield Enhanced Usd | $85.99万 | 0.19% | 17,752 | -668 | -3.6% | -$3.24万 | 减仓 |
| — | Alcoa | $86.42万 | 0.19% | 3,750 | 0 | 0.0% | — | 不变 |
| ALB | Albemarle Corp | $86.68万 | 0.19% | 4,818 | 4,818 | — | $86.68万 | 新建仓 |
| WFC | Wells Fargo & Co | $87.63万 | 0.19% | 11,007 | 2,972 | 37.0% | $23.66万 | 加仓 |
| ABT | Abbott Laboratories | $88.74万 | 0.19% | 8,643 | -163 | -1.9% | -$1.67万 | 减仓 |
| IEFA | iShares TR Core MSCI EAFE | $89.27万 | 0.20% | 9,861 | -465 | -4.5% | -$4.21万 | 减仓 |
| XSMO | Invesco S&P Smallcap Momentum ETF | $89.48万 | 0.20% | 11,770 | 11,770 | — | $89.48万 | 新建仓 |
| DUK | Duke Energy Corp | $90.79万 | 0.20% | 6,934 | -552 | -7.4% | -$7.23万 | 减仓 |
| SHY | iShares 1-3 Year Treasry Bond ETF | $90.84万 | 0.20% | 11,001 | 2,462 | 28.8% | $20.33万 | 加仓 |
| BIL | SPDR Bloomberg 1 3 MNTH T BLL ETF | $92.01万 | 0.20% | 10,040 | 917 | 10.1% | $8.40万 | 加仓 |
| GS | Goldman Sachs Group | $93.31万 | 0.20% | 1,103 | -151 | -12.0% | -$12.77万 | 减仓 |
| FTCS | First Trust Capital Strength ETF | $96.05万 | 0.21% | 10,355 | -13 | -0.1% | -$1,206 | 减仓 |
| CIEN | Ciena Corporation Com New | $98.61万 | 0.22% | 2,540 | -576 | -18.5% | -$22.36万 | 减仓 |
| GLW | Corning Incorporated | $100.28万 | 0.22% | 7,375 | 2,541 | 52.6% | $34.55万 | 加仓 |
| — | North SQR Rcim Tax Adv Pre In ETF | $100.90万 | 0.22% | 39,747 | 9,482 | 31.3% | $24.07万 | 加仓 |
| V | Visa Inc Class A | $101.40万 | 0.22% | 3,355 | 485 | 16.9% | $14.66万 | 加仓 |
| IYR | iShares US Real Estate ETF | $102.86万 | 0.23% | 10,878 | 10,878 | — | $102.86万 | 新建仓 |
| RCL | Royal Caribbean Cruises | $103.03万 | 0.23% | 3,744 | 11 | 0.3% | $3,027 | 加仓 |
| RJF | Raymond James Finl | $103.38万 | 0.23% | 7,140 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $103.74万 | 0.23% | 5,378 | -954 | -15.1% | -$18.40万 | 减仓 |
| IBM | IBM | $104.59万 | 0.23% | 4,315 | -334 | -7.2% | -$8.10万 | 减仓 |
| TFIN | Triumph Finl Inc | $105.00万 | 0.23% | 17,600 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corporation Com New | $108.20万 | 0.24% | 5,058 | -1,261 | -20.0% | -$26.97万 | 减仓 |
| FIXD | First Trust TCW Opportunistic Fi ETF | $109.40万 | 0.24% | 25,097 | -1,206 | -4.6% | -$5.26万 | 减仓 |
| TSLA | Tesla Motors | $109.96万 | 0.24% | 2,958 | 3 | 0.1% | $1,115 | 加仓 |
| BBY | Best Buy Co Inc | $110.12万 | 0.24% | 16,900 | -4,789 | -22.1% | -$31.20万 | 减仓 |
| PDBC | Invsc Actvly MNG Optm YD DVRS ETF | $111.03万 | 0.24% | 64,105 | 7,458 | 13.2% | $12.92万 | 加仓 |
| KO | Coca-Cola | $112.05万 | 0.25% | 14,637 | 39 | 0.3% | $2,986 | 加仓 |
| JPIE | JPMorgan Income ETF | $114.00万 | 0.25% | 24,745 | 2,620 | 11.8% | $12.07万 | 加仓 |
| TJX | TJX Companies Incorporated New | $115.70万 | 0.25% | 7,245 | -238 | -3.2% | -$3.80万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $115.97万 | 0.25% | 1,778 | 243 | 15.8% | $15.85万 | 加仓 |
| MCD | McDonalds | $121.79万 | 0.27% | 3,919 | 383 | 10.8% | $11.90万 | 加仓 |
| COHR | Coherent Corporation | $124.13万 | 0.27% | 5,211 | -1,092 | -17.3% | -$26.01万 | 减仓 |
| AVUV | Avantis US Small Cap Value ETF | $124.30万 | 0.27% | 11,252 | 11,252 | — | $124.30万 | 新建仓 |
| AMAT | Applied Matls Incorporated | $124.72万 | 0.27% | 3,649 | 2,079 | 132.4% | $71.06万 | 加仓 |
| IDVO | Amplify Intrntnl Enhnc Divi Incm ETF | $125.06万 | 0.27% | 30,902 | 7,469 | 31.9% | $30.23万 | 加仓 |
| PG | Procter & Gamble | $125.91万 | 0.28% | 8,717 | -838 | -8.8% | -$12.10万 | 减仓 |
| FTGS | First Trust Growth Strength ETF IV | $125.98万 | 0.28% | 37,002 | -38,037 | -50.7% | -$129.50万 | 减仓 |
| RODM | Hartford MLTFCTR DVLPD MRKTS ETF | $128.72万 | 0.28% | 32,653 | 32,653 | — | $128.72万 | 新建仓 |
| JIRE | J P Morgan Exchange-Traded International Resh Enhanced | $130.61万 | 0.29% | 17,245 | -14,090 | -45.0% | -$106.72万 | 减仓 |
| TLT | iShares TR 20 YR TR BD ETF | $132.79万 | 0.29% | 15,318 | 1,881 | 14.0% | $16.31万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $133.72万 | 0.29% | 4,168 | 74 | 1.8% | $2.37万 | 加仓 |
| FSSL | FS Specialty Lending FD Shares Of Ben | $139.46万 | 0.31% | 111,482 | -1,495 | -1.3% | -$1.87万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $141.68万 | 0.31% | 4,939 | 217 | 4.6% | $6.22万 | 加仓 |
| CVX | Chevron Corp. | $143.42万 | 0.32% | 6,932 | 513 | 8.0% | $10.61万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $147.19万 | 0.32% | 6,889 | -17 | -0.2% | -$3,632 | 减仓 |
| JEPQ | J P Morgan Nasdaq EQT PRM Inc ETF IV | $148.36万 | 0.33% | 26,723 | -72,748 | -73.1% | -$403.89万 | 减仓 |
| JMEE | JP Morgan ETF Trust MKT Expansion Enhanced | $155.75万 | 0.34% | 23,327 | -13,420 | -36.5% | -$89.61万 | 减仓 |
| APD | Air Prod & Chemicals | $165.20万 | 0.36% | 5,687 | -276 | -4.6% | -$8.02万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $167.19万 | 0.37% | 54,494 | 6,049 | 12.5% | $18.56万 | 加仓 |
| NFLX | Netflix Inc | $169.36万 | 0.37% | 17,614 | -388 | -2.2% | -$3.73万 | 减仓 |
| IMTM | iShares TR MSCI Intl Moment | $170.13万 | 0.37% | 35,430 | 29,933 | 544.5% | $143.74万 | 加仓 |
| DVN | Devon Energy Corp | $181.34万 | 0.40% | 36,038 | -11,338 | -23.9% | -$57.05万 | 减仓 |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $182.93万 | 0.40% | 18,189 | -22,637 | -55.4% | -$227.67万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $184.47万 | 0.41% | 32,546 | -25,960 | -44.4% | -$147.14万 | 减仓 |
| SYK | Stryker Corporation | $185.51万 | 0.41% | 5,631 | -1,837 | -24.6% | -$60.52万 | 减仓 |
| UNP | Union Pacific Corp | $194.24万 | 0.43% | 8,006 | -681 | -7.8% | -$16.52万 | 减仓 |
| HD | Home Depot | $202.01万 | 0.44% | 6,142 | 110 | 1.8% | $3.62万 | 加仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $203.42万 | 0.45% | 27,054 | -11,612 | -30.0% | -$87.31万 | 减仓 |
| AGG | iShares Core US Aggregate Bond ETF | $208.74万 | 0.46% | 21,027 | -390 | -1.8% | -$3.87万 | 减仓 |
| LLY | Eli Lilly & Company | $209.16万 | 0.46% | 2,274 | 120 | 5.6% | $11.04万 | 加仓 |
| SPYI | Neos S&P 500 High Income ETF | $224.26万 | 0.49% | 45,423 | 45,423 | — | $224.26万 | 新建仓 |
| CME | Cme Group Inc Class A | $227.27万 | 0.50% | 7,695 | -591 | -7.1% | -$17.46万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $227.86万 | 0.50% | 45,023 | -10,794 | -19.3% | -$54.63万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $230.73万 | 0.51% | 49,009 | -8,854 | -15.3% | -$41.68万 | 减仓 |
| MSI | Motorola Solutions | $234.44万 | 0.52% | 5,387 | -552 | -9.3% | -$24.02万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $240.25万 | 0.53% | 5,634 | 499 | 9.7% | $21.28万 | 加仓 |
| JCI | Johnson Controls Inter F | $243.34万 | 0.53% | 18,526 | -2,049 | -10.0% | -$26.91万 | 减仓 |
| JNJ | Johnson & Johnson | $247.49万 | 0.54% | 10,125 | -12,220 | -54.7% | -$298.69万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $247.94万 | 0.54% | 5,174 | -575 | -10.0% | -$27.55万 | 减仓 |
| CB | Chubb LTD F | $255.61万 | 0.56% | 7,819 | -469 | -5.7% | -$15.33万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $256.86万 | 0.56% | 26,444 | 3,248 | 14.0% | $31.55万 | 加仓 |
| TIGO | Millicom Interntnl C F | $262.87万 | 0.58% | 35,078 | -12,792 | -26.7% | -$95.86万 | 减仓 |
| ELAN | Elanco Animal Health Incorporated | $263.00万 | 0.58% | 109,903 | 83,613 | 318.0% | $200.09万 | 加仓 |
| WFRD | Weatherford International PLC Ord SHS | $264.61万 | 0.58% | 27,977 | 27,977 | — | $264.61万 | 新建仓 |
| META | Meta Platforms Inc Class A | $264.78万 | 0.58% | 4,628 | -101 | -2.1% | -$5.78万 | 减仓 |
| QDPL | Pacer FDS Trust Metaurus US Large Cap | $272.15万 | 0.60% | 67,472 | 4,446 | 7.1% | $17.93万 | 加仓 |
| NEE | Nextera Energy Inc | $275.93万 | 0.61% | 29,708 | 769 | 2.7% | $7.14万 | 加仓 |
| INTC | Intel | $278.48万 | 0.61% | 63,104 | 39,048 | 162.3% | $172.32万 | 加仓 |
| ADI | Analog Devices Inc | $306.54万 | 0.67% | 9,635 | 743 | 8.4% | $23.64万 | 加仓 |
| CRM | Salesforce | $308.51万 | 0.68% | 16,527 | 1,925 | 13.2% | $35.93万 | 加仓 |
| VZ | Verizon | $321.00万 | 0.71% | 63,944 | -8,642 | -11.9% | -$43.38万 | 减仓 |
| FTAI | Ftai Aviation Limited SHS | $321.17万 | 0.71% | 13,109 | 13,109 | — | $321.17万 | 新建仓 |
| QQQI | Neos Nasdaq 100 High Income ETF | $329.96万 | 0.72% | 66,403 | 66,403 | — | $329.96万 | 新建仓 |
| IONS | Ionis Pharmaceuticals Incorporated | $335.01万 | 0.74% | 44,614 | 6,201 | 16.1% | $46.56万 | 加仓 |
| CGGO | Capital Group Global GRWT Eqy ETF | $337.43万 | 0.74% | 101,119 | -56,935 | -36.0% | -$189.99万 | 减仓 |
| FIVE | Five Below Incorporated | $338.38万 | 0.74% | 14,810 | 14,810 | — | $338.38万 | 新建仓 |
| QQQ | Invesco QQQ | $346.70万 | 0.76% | 6,007 | 1,693 | 39.2% | $97.71万 | 加仓 |
| FTI | Technipfmc PLC | $362.00万 | 0.80% | 52,328 | 52,328 | — | $362.00万 | 新建仓 |
| LDOS | Leidos Holdings Incorporated | $363.07万 | 0.80% | 23,346 | 7,163 | 44.3% | $111.40万 | 加仓 |