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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX Corporation | $69.02万 | 0.13% | 3,638 | -1,740 | -32.4% | -$33.01万 | 减仓 |
| — | Dodge & Cox Income Fund | $69.10万 | 0.13% | 35,046 | 0 | 0.0% | — | 不变 |
| IGV | iShares TR Expanded Tech | $70.59万 | 0.13% | 7,791 | 7,791 | — | $70.59万 | 新建仓 |
| SSO | ProShares Ultra S&P500 | $71.33万 | 0.14% | 10,586 | 0 | 0.0% | — | 不变 |
| BIL | SPDR Bloomberg 1 3 MNTH T BLL ETF | $71.84万 | 0.14% | 7,839 | -2,201 | -21.9% | -$20.17万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $72.54万 | 0.14% | 12,844 | -19,702 | -60.5% | -$111.28万 | 减仓 |
| O | Realty Income Corporation REIT | $72.72万 | 0.14% | 11,686 | 3,408 | 41.2% | $21.21万 | 加仓 |
| — | Alcoa Corporation | $73.51万 | 0.14% | 14,099 | 14,099 | — | $73.51万 | 新建仓 |
| USMV | iShares MSCI USA Min Vol FCTR ETF | $74.02万 | 0.14% | 7,674 | -291 | -3.7% | -$2.81万 | 减仓 |
| — | Abbott Laboratories | $75.82万 | 0.14% | 8,356 | 8,356 | — | $75.82万 | 新建仓 |
| DUK | Duke Energy Corp | $76.18万 | 0.14% | 6,018 | -916 | -13.2% | -$11.59万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $78.34万 | 0.15% | 10,995 | -356 | -3.1% | -$2.54万 | 减仓 |
| ORCL | Oracle Corporation | $80.43万 | 0.15% | 5,488 | 886 | 19.3% | $12.98万 | 加仓 |
| ASTS | Ast Spacemobile Incorporated Com Class A | $82.25万 | 0.16% | 9,256 | -632 | -6.4% | -$5.62万 | 减仓 |
| CMI | Cummins Incorporated | $85.97万 | 0.16% | 1,205 | 495 | 69.7% | $35.31万 | 加仓 |
| IVV | iShares TR Core S&P500 ETF | $89.12万 | 0.17% | 1,190 | 1 | 0.1% | $749 | 加仓 |
| ON | On Semiconductor Co | $89.78万 | 0.17% | 9,496 | 9,496 | — | $89.78万 | 新建仓 |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $90.31万 | 0.17% | 8,958 | -9,231 | -50.8% | -$93.06万 | 减仓 |
| IEFA | iShares TR Core MSCI EAFE | $91.82万 | 0.17% | 9,507 | -354 | -3.6% | -$3.42万 | 减仓 |
| TECL | Direxion Daily Technology Bull 3X Shares | $92.30万 | 0.18% | 4,000 | -1,000 | -20.0% | -$23.08万 | 减仓 |
| DVN | Devon Energy Corp | $92.31万 | 0.18% | 22,341 | -13,697 | -38.0% | -$56.60万 | 减仓 |
| FTCS | First Trust Capital Strength ETF | $93.31万 | 0.18% | 9,935 | -420 | -4.1% | -$3.94万 | 减仓 |
| MCD | McDonalds | $94.20万 | 0.18% | 3,485 | -434 | -11.1% | -$11.73万 | 减仓 |
| SHY | iShares 1-3 Year Treasry Bond ETF | $95.36万 | 0.18% | 11,614 | 613 | 5.6% | $5.03万 | 加仓 |
| WFC | Wells Fargo & Co | $95.56万 | 0.18% | 11,564 | 557 | 5.1% | $4.60万 | 加仓 |
| FSSL | FS Specialty Lending FD Shares Of Ben | $97.14万 | 0.18% | 87,121 | -24,361 | -21.9% | -$27.16万 | 减仓 |
| V | Visa Inc Class A | $97.44万 | 0.19% | 2,840 | -515 | -15.4% | -$17.67万 | 减仓 |
| IBM | IBM | $97.62万 | 0.19% | 3,471 | -844 | -19.6% | -$23.74万 | 减仓 |
| GE | General Electric Company Com New | $98.73万 | 0.19% | 2,642 | -291 | -9.9% | -$10.87万 | 减仓 |
| TJX | TJX Companies Incorporated New | $100.64万 | 0.19% | 6,643 | -602 | -8.3% | -$9.12万 | 减仓 |
| — | Alcoa | $100.82万 | 0.19% | 3,750 | 0 | 0.0% | — | 不变 |
| FIXD | First Trust TCW Opportunistic Fi ETF | $102.28万 | 0.19% | 23,454 | -1,643 | -6.5% | -$7.17万 | 减仓 |
| GS | Goldman Sachs Group | $107.00万 | 0.20% | 1,058 | -45 | -4.1% | -$4.55万 | 减仓 |
| GFS | Globalfoundries Incorporated Ordinary Shares | $107.48万 | 0.20% | 13,023 | 13,023 | — | $107.48万 | 新建仓 |
| RJF | Raymond James Finl | $108.63万 | 0.21% | 7,145 | 5 | 0.1% | $760 | 加仓 |
| QQQM | Invesco Nasdaq 100 ETF | $109.16万 | 0.21% | 3,603 | 409 | 12.8% | $12.39万 | 加仓 |
| NFLX | Netflix Inc | $110.62万 | 0.21% | 15,493 | -2,121 | -12.0% | -$15.14万 | 减仓 |
| XONE | Bondbloxx Bloomberg 1 Year Target Duration US Treasury | $110.74万 | 0.21% | 22,431 | 22,431 | — | $110.74万 | 新建仓 |
| CSHI | Neos Enhanced Income 1-3 Month T-Bill ETF | $110.93万 | 0.21% | 22,271 | 11,007 | 97.7% | $54.83万 | 加仓 |
| SLV | iShares Silver TR iShares | $110.98万 | 0.21% | 20,756 | 9,936 | 91.8% | $53.13万 | 加仓 |
| VRT | Vertiv Holdings Company Com Class A | $112.60万 | 0.21% | 3,363 | -10 | -0.3% | -$3,348 | 减仓 |
| XSMO | Invesco S&P Smallcap Momentum ETF | $113.02万 | 0.21% | 12,071 | 301 | 2.6% | $2.82万 | 加仓 |
| CVX | Chevron Corp. | $115.87万 | 0.22% | 6,990 | 58 | 0.8% | $9,615 | 加仓 |
| RCL | Royal Caribbean Cruises | $118.44万 | 0.23% | 3,730 | -14 | -0.4% | -$4,446 | 减仓 |
| FTGS | First Trust Growth Strength ETF IV | $119.15万 | 0.23% | 32,200 | -4,802 | -13.0% | -$17.77万 | 减仓 |
| IEI | iShares TR 3 7 YR Treas BD | $120.00万 | 0.23% | 10,217 | 3,855 | 60.6% | $45.28万 | 加仓 |
| PDBC | Invsc Actvly MNG Optm YD DVRS ETF | $120.03万 | 0.23% | 75,583 | 11,478 | 17.9% | $18.23万 | 加仓 |
| MTSI | Macom Tech Solutions HLDGS Incorporated | $120.58万 | 0.23% | 3,170 | 3,170 | — | $120.58万 | 新建仓 |
| LSCC | Lattice Semiconductor Corporation | $121.11万 | 0.23% | 7,918 | 7,918 | — | $121.11万 | 新建仓 |
| KO | Coca-Cola | $121.61万 | 0.23% | 14,870 | 233 | 1.6% | $1.91万 | 加仓 |
| HPE | Hewlett Packard Enterprise Company | $122.90万 | 0.23% | 27,158 | 15,173 | 126.6% | $68.66万 | 加仓 |
| IRDM | Iridium Communications Incorporated | $125.67万 | 0.24% | 22,912 | 22,912 | — | $125.67万 | 新建仓 |
| — | Amkor Technology Inc | $130.16万 | 0.25% | 15,094 | 15,094 | — | $130.16万 | 新建仓 |
| PG | Procter & Gamble | $130.52万 | 0.25% | 8,901 | 184 | 2.1% | $2.70万 | 加仓 |
| — | North SQR Rcim Tax Adv Pre In ETF | $134.14万 | 0.25% | 52,428 | 12,681 | 31.9% | $32.44万 | 加仓 |
| TFIN | Triumph Finl Inc | $134.31万 | 0.26% | 17,600 | 0 | 0.0% | — | 不变 |
| RODM | Hartford MLTFCTR DVLPD MRKTS ETF | $137.61万 | 0.26% | 34,054 | 1,401 | 4.3% | $5.66万 | 加仓 |
| SCI | Service Corporation International | $138.03万 | 0.26% | 18,172 | 18,172 | — | $138.03万 | 新建仓 |
| FIX | Comfort Systems USA Incorporated | $140.32万 | 0.27% | 708 | 288 | 68.6% | $57.08万 | 加仓 |
| CSCO | Cisco Systems | $141.19万 | 0.27% | 12,020 | -48,494 | -80.1% | -$569.63万 | 减仓 |
| TER | Teradyne Incorporate | $144.09万 | 0.27% | 2,978 | 309 | 11.6% | $14.95万 | 加仓 |
| — | Amplify Intrntnl Enhnc Divi Incm ETF | $144.84万 | 0.28% | 34,485 | 34,485 | — | $144.84万 | 新建仓 |
| — | Avantis US Small Cap Value ETF | $147.00万 | 0.28% | 11,783 | 11,783 | — | $147.00万 | 新建仓 |
| JEPQ | J P Morgan Nasdaq EQT PRM Inc ETF IV | $147.42万 | 0.28% | 23,986 | -2,737 | -10.2% | -$16.82万 | 减仓 |
| FLEX | Flex Limited Ord | $147.60万 | 0.28% | 9,107 | 9,107 | — | $147.60万 | 新建仓 |
| — | Berkshire Hathaway Class B | $148.82万 | 0.28% | 2,974 | 2,974 | — | $148.82万 | 新建仓 |
| VTI | Vanguard Total Stock Market ETF | $151.84万 | 0.29% | 4,103 | -65 | -1.6% | -$2.41万 | 减仓 |
| DELL | Dell Technologies Incorporated Class C | $152.69万 | 0.29% | 3,539 | 3,539 | — | $152.69万 | 新建仓 |
| JIRE | J P Morgan Exchange-Traded International Resh Enhanced | $153.49万 | 0.29% | 18,607 | 1,362 | 7.9% | $11.24万 | 加仓 |
| ALAB | Astera Labs Incorporated | $154.32万 | 0.29% | 3,195 | 3,195 | — | $154.32万 | 新建仓 |
| SYK | Stryker Corporation | $154.86万 | 0.29% | 4,905 | -726 | -12.9% | -$22.92万 | 减仓 |
| MRVL | Marvell Technology Incorporated | $156.60万 | 0.30% | 5,257 | 5,257 | — | $156.60万 | 新建仓 |
| UNH | UnitedHealth Group | $157.22万 | 0.30% | 3,783 | 701 | 22.7% | $29.13万 | 加仓 |
| MKSI | MKS Inc | $158.39万 | 0.30% | 3,561 | 185 | 5.5% | $8.23万 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $163.11万 | 0.31% | 6,728 | -161 | -2.3% | -$3.90万 | 减仓 |
| — | Air Prod & Chemicals | $168.36万 | 0.32% | 5,743 | 5,743 | — | $168.36万 | 新建仓 |
| XHLF | Bondbloxx Bloomberg 6 MNTH Target Duration US Treasury | $170.20万 | 0.32% | 33,836 | 33,836 | — | $170.20万 | 新建仓 |
| GOOG | Alphabet Inc. Class C | $176.31万 | 0.34% | 4,990 | 51 | 1.0% | $1.80万 | 加仓 |
| CME | Cme Group Inc Class A | $176.87万 | 0.34% | 8,009 | 314 | 4.1% | $6.93万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $177.61万 | 0.34% | 2,372 | 594 | 33.4% | $44.48万 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $183.49万 | 0.35% | 57,864 | 3,370 | 6.2% | $10.69万 | 加仓 |
| GLW | Corning Incorporated | $184.32万 | 0.35% | 7,216 | -159 | -2.2% | -$4.06万 | 减仓 |
| CAT | Caterpillar | $185.20万 | 0.35% | 1,739 | -3,569 | -67.2% | -$380.09万 | 减仓 |
| TSLA | Tesla Motors | $187.25万 | 0.36% | 4,452 | 1,494 | 50.5% | $62.84万 | 加仓 |
| JMEE | JP Morgan ETF Trust MKT Expansion Enhanced | $192.65万 | 0.37% | 24,689 | 1,362 | 5.8% | $10.63万 | 加仓 |
| LRCX | Lam Research Corporation Com New | $205.44万 | 0.39% | 4,738 | -320 | -6.3% | -$13.87万 | 减仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $215.03万 | 0.41% | 23,865 | -3,189 | -11.8% | -$28.73万 | 减仓 |
| AGG | iShares Core US Aggregate Bond ETF | $215.86万 | 0.41% | 21,808 | 781 | 3.7% | $7.73万 | 加仓 |
| IMTM | iShares TR MSCI Intl Moment | $217.90万 | 0.41% | 40,860 | 5,430 | 15.3% | $28.96万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $219.03万 | 0.42% | 43,311 | -1,712 | -3.8% | -$8.66万 | 减仓 |
| UNP | Union Pacific Corp | $220.06万 | 0.42% | 8,091 | 85 | 1.1% | $2.31万 | 加仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $228.53万 | 0.43% | 48,686 | -323 | -0.7% | -$1.52万 | 减仓 |
| HD | Home Depot | $232.49万 | 0.44% | 6,592 | 450 | 7.3% | $15.87万 | 加仓 |
| META | Meta Platforms Inc Class A | $234.90万 | 0.45% | 4,170 | -458 | -9.9% | -$25.80万 | 减仓 |
| MSI | Motorola Solutions | $238.79万 | 0.45% | 5,733 | 346 | 6.4% | $14.41万 | 加仓 |
| NEE | Nextera Energy Inc | $240.44万 | 0.46% | 27,394 | -2,314 | -7.8% | -$20.31万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $247.46万 | 0.47% | 19,929 | -2,607 | -11.6% | -$32.37万 | 减仓 |
| — | Applied Matls Incorporated | $250.52万 | 0.48% | 3,465 | 3,465 | — | $250.52万 | 新建仓 |
| CRM | Salesforce | $256.60万 | 0.49% | 16,367 | -160 | -1.0% | -$2.51万 | 减仓 |
| VZ | Verizon | $257.52万 | 0.49% | 60,822 | -3,122 | -4.9% | -$13.22万 | 减仓 |