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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | Abbvie Inc | $370.43万 | 0.81% | 17,032 | -214 | -1.2% | -$4.65万 | 减仓 |
| CAT | Caterpillar | $376.06万 | 0.83% | 5,308 | 3,353 | 171.5% | $237.55万 | 加仓 |
| MPC | Marathon Pete Corp | $381.35万 | 0.84% | 15,617 | -1,016 | -6.1% | -$24.81万 | 减仓 |
| GLD | SPDR Gold Shares ETF | $381.75万 | 0.84% | 8,872 | -310 | -3.4% | -$13.34万 | 减仓 |
| ALLE | Allegion PLC Ord SHS | $383.97万 | 0.84% | 26,428 | 10,518 | 66.1% | $152.81万 | 加仓 |
| HAS | Hasbro Incorporated | $386.30万 | 0.85% | 41,271 | 41,271 | — | $386.30万 | 新建仓 |
| ETN | Eaton Corp PLC F | $390.09万 | 0.86% | 10,906 | -283 | -2.5% | -$10.12万 | 减仓 |
| ITW | Illinois Tool Works | $393.51万 | 0.86% | 15,025 | 4,080 | 37.3% | $106.86万 | 加仓 |
| MO | Altria Group Incorporated | $394.81万 | 0.87% | 58,886 | 15,003 | 34.2% | $100.59万 | 加仓 |
| BMY | Bristol-Myers Squibb Company | $404.31万 | 0.89% | 66,662 | 66,662 | — | $404.31万 | 新建仓 |
| GILD | Gilead Sciences Incorporated | $415.27万 | 0.91% | 29,796 | 3,091 | 11.6% | $43.08万 | 加仓 |
| CMCSA | Comcast Corp Class A | $422.96万 | 0.93% | 147,320 | 51,829 | 54.3% | $148.80万 | 加仓 |
| AXP | American Express Co | $427.28万 | 0.94% | 14,126 | 4,420 | 45.5% | $133.70万 | 加仓 |
| EOG | Eog Res Incorporated | $443.59万 | 0.97% | 30,684 | 5,972 | 24.2% | $86.34万 | 加仓 |
| WMT | Wal-Mart | $455.32万 | 1.00% | 36,564 | 1,755 | 5.0% | $21.85万 | 加仓 |
| NEM | Newmont Corp | $462.09万 | 1.02% | 42,687 | 2,672 | 6.7% | $28.92万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $467.10万 | 1.03% | 16,244 | 7,103 | 77.7% | $204.25万 | 加仓 |
| CSCO | Cisco Systems | $469.53万 | 1.03% | 60,514 | 10,012 | 19.8% | $77.68万 | 加仓 |
| QCOM | Qualcomm Incorporated | $470.34万 | 1.03% | 36,522 | 11,501 | 46.0% | $148.11万 | 加仓 |
| — | Apple | $472.05万 | 1.04% | 18,600 | 0 | 0.0% | — | 不变 |
| SGOV | iShares TR 0-3 MNTH Treasry | $495.04万 | 1.09% | 49,179 | 1,342 | 2.8% | $13.51万 | 加仓 |
| HBAN | Huntington Bancshs | $497.42万 | 1.09% | 314,682 | -29,417 | -8.5% | -$46.50万 | 减仓 |
| BOXX | Alpha Architect 1-3 Month Box ETF | $501.28万 | 1.10% | 43,106 | 26,008 | 152.1% | $302.45万 | 加仓 |
| AMZN | Amazon.Com Inc | $526.34万 | 1.16% | 25,272 | 1,245 | 5.2% | $25.93万 | 加仓 |
| MRK | Merck & Co. Inc. | $530.33万 | 1.17% | 43,790 | 34,861 | 390.4% | $422.20万 | 加仓 |
| JPM | JPMorgan Chase | $554.31万 | 1.22% | 18,844 | 9 | 0.0% | $2,647 | 加仓 |
| AVGO | Broadcom Inc | $581.80万 | 1.28% | 18,798 | 299 | 1.6% | $9.25万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $632.85万 | 1.39% | 10,591 | 388 | 3.8% | $23.18万 | 加仓 |
| PJAN | Innovator U.S. Equity Power Buffer ETF - January | $789.03万 | 1.73% | 171,045 | 171,045 | — | $789.03万 | 新建仓 |
| MSFT | Microsoft | $1,048.61万 | 2.30% | 28,328 | 3,729 | 15.2% | $138.04万 | 加仓 |
| NVDA | Nvidia Corp | $1,060.64万 | 2.33% | 60,813 | 3,300 | 5.7% | $57.56万 | 加仓 |
| AAPL | Apple Inc | $1,164.12万 | 2.56% | 45,869 | 4,444 | 10.7% | $112.79万 | 加仓 |
| DIVO | Amplify CWP Enhanced DIV Inm ETF | $1,520.51万 | 3.34% | 339,021 | -60 | -0.0% | -$2,691 | 减仓 |
| GNTX | Gentex Corp | $3,917.56万 | 8.61% | 1,792,935 | 251 | 0.0% | $5,484 | 加仓 |