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 |
|---|---|---|---|---|---|---|---|---|
| PG | Procter & Gamble | $130.52万 | 0.25% | 8,901 | 184 | 2.1% | $2.70万 | 加仓 |
| — | Amkor Technology Inc | $130.16万 | 0.25% | 15,094 | 15,094 | — | $130.16万 | 新建仓 |
| IRDM | Iridium Communications Incorporated | $125.67万 | 0.24% | 22,912 | 22,912 | — | $125.67万 | 新建仓 |
| HPE | Hewlett Packard Enterprise Company | $122.90万 | 0.23% | 27,158 | 15,173 | 126.6% | $68.66万 | 加仓 |
| KO | Coca-Cola | $121.61万 | 0.23% | 14,870 | 233 | 1.6% | $1.91万 | 加仓 |
| LSCC | Lattice Semiconductor Corporation | $121.11万 | 0.23% | 7,918 | 7,918 | — | $121.11万 | 新建仓 |
| MTSI | Macom Tech Solutions HLDGS Incorporated | $120.58万 | 0.23% | 3,170 | 3,170 | — | $120.58万 | 新建仓 |
| PDBC | Invsc Actvly MNG Optm YD DVRS ETF | $120.03万 | 0.23% | 75,583 | 11,478 | 17.9% | $18.23万 | 加仓 |
| IEI | iShares TR 3 7 YR Treas BD | $120.00万 | 0.23% | 10,217 | 3,855 | 60.6% | $45.28万 | 加仓 |
| FTGS | First Trust Growth Strength ETF IV | $119.15万 | 0.23% | 32,200 | -4,802 | -13.0% | -$17.77万 | 减仓 |
| RCL | Royal Caribbean Cruises | $118.44万 | 0.23% | 3,730 | -14 | -0.4% | -$4,446 | 减仓 |
| CVX | Chevron Corp. | $115.87万 | 0.22% | 6,990 | 58 | 0.8% | $9,615 | 加仓 |
| XSMO | Invesco S&P Smallcap Momentum ETF | $113.02万 | 0.21% | 12,071 | 301 | 2.6% | $2.82万 | 加仓 |
| VRT | Vertiv Holdings Company Com Class A | $112.60万 | 0.21% | 3,363 | -10 | -0.3% | -$3,348 | 减仓 |
| SLV | iShares Silver TR iShares | $110.98万 | 0.21% | 20,756 | 9,936 | 91.8% | $53.13万 | 加仓 |
| 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 |
| XONE | Bondbloxx Bloomberg 1 Year Target Duration US Treasury | $110.74万 | 0.21% | 22,431 | 22,431 | — | $110.74万 | 新建仓 |
| NFLX | Netflix Inc | $110.62万 | 0.21% | 15,493 | -2,121 | -12.0% | -$15.14万 | 减仓 |
| QQQM | Invesco Nasdaq 100 ETF | $109.16万 | 0.21% | 3,603 | 409 | 12.8% | $12.39万 | 加仓 |
| RJF | Raymond James Finl | $108.63万 | 0.21% | 7,145 | 5 | 0.1% | $760 | 加仓 |
| GFS | Globalfoundries Incorporated Ordinary Shares | $107.48万 | 0.20% | 13,023 | 13,023 | — | $107.48万 | 新建仓 |
| GS | Goldman Sachs Group | $107.00万 | 0.20% | 1,058 | -45 | -4.1% | -$4.55万 | 减仓 |
| FIXD | First Trust TCW Opportunistic Fi ETF | $102.28万 | 0.19% | 23,454 | -1,643 | -6.5% | -$7.17万 | 减仓 |
| — | Alcoa | $100.82万 | 0.19% | 3,750 | 0 | 0.0% | — | 不变 |
| TJX | TJX Companies Incorporated New | $100.64万 | 0.19% | 6,643 | -602 | -8.3% | -$9.12万 | 减仓 |
| GE | General Electric Company Com New | $98.73万 | 0.19% | 2,642 | -291 | -9.9% | -$10.87万 | 减仓 |
| IBM | IBM | $97.62万 | 0.19% | 3,471 | -844 | -19.6% | -$23.74万 | 减仓 |
| V | Visa Inc Class A | $97.44万 | 0.19% | 2,840 | -515 | -15.4% | -$17.67万 | 减仓 |
| FSSL | FS Specialty Lending FD Shares Of Ben | $97.14万 | 0.18% | 87,121 | -24,361 | -21.9% | -$27.16万 | 减仓 |
| WFC | Wells Fargo & Co | $95.56万 | 0.18% | 11,564 | 557 | 5.1% | $4.60万 | 加仓 |
| SHY | iShares 1-3 Year Treasry Bond ETF | $95.36万 | 0.18% | 11,614 | 613 | 5.6% | $5.03万 | 加仓 |
| MCD | McDonalds | $94.20万 | 0.18% | 3,485 | -434 | -11.1% | -$11.73万 | 减仓 |
| FTCS | First Trust Capital Strength ETF | $93.31万 | 0.18% | 9,935 | -420 | -4.1% | -$3.94万 | 减仓 |
| DVN | Devon Energy Corp | $92.31万 | 0.18% | 22,341 | -13,697 | -38.0% | -$56.60万 | 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 |
| IEFA | iShares TR Core MSCI EAFE | $91.82万 | 0.17% | 9,507 | -354 | -3.6% | -$3.42万 | 减仓 |
| 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 |
| ON | On Semiconductor Co | $89.78万 | 0.17% | 9,496 | 9,496 | — | $89.78万 | 新建仓 |
| IVV | iShares TR Core S&P500 ETF | $89.12万 | 0.17% | 1,190 | 1 | 0.1% | $749 | 加仓 |
| CMI | Cummins Incorporated | $85.97万 | 0.16% | 1,205 | 495 | 69.7% | $35.31万 | 加仓 |
| ASTS | Ast Spacemobile Incorporated Com Class A | $82.25万 | 0.16% | 9,256 | -632 | -6.4% | -$5.62万 | 减仓 |
| ORCL | Oracle Corporation | $80.43万 | 0.15% | 5,488 | 886 | 19.3% | $12.98万 | 加仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $78.34万 | 0.15% | 10,995 | -356 | -3.1% | -$2.54万 | 减仓 |
| DUK | Duke Energy Corp | $76.18万 | 0.14% | 6,018 | -916 | -13.2% | -$11.59万 | 减仓 |
| — | Abbott Laboratories | $75.82万 | 0.14% | 8,356 | 8,356 | — | $75.82万 | 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 |
| — | Alcoa Corporation | $73.51万 | 0.14% | 14,099 | 14,099 | — | $73.51万 | 新建仓 |
| O | Realty Income Corporation REIT | $72.72万 | 0.14% | 11,686 | 3,408 | 41.2% | $21.21万 | 加仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $72.54万 | 0.14% | 12,844 | -19,702 | -60.5% | -$111.28万 | 减仓 |
| 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 |
| SSO | ProShares Ultra S&P500 | $71.33万 | 0.14% | 10,586 | 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 |
| — | Dodge & Cox Income Fund | $69.10万 | 0.13% | 35,046 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $69.02万 | 0.13% | 3,638 | -1,740 | -32.4% | -$33.01万 | 减仓 |
| GEV | GE Vernova Incorporated | $66.51万 | 0.13% | 566 | -1 | -0.2% | -$1,175 | 减仓 |
| — | Bondbloxx Bloomberg 2 Year Target Duration US Treasury | $66.06万 | 0.13% | 13,495 | 13,495 | — | $66.06万 | 新建仓 |
| KLAC | Kla Corporation Com New | $65.92万 | 0.13% | 2,185 | 795 | 57.2% | $23.99万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $65.48万 | 0.12% | 12,946 | 2,352 | 22.2% | $11.90万 | 加仓 |
| TXN | Texas Instruments | $65.28万 | 0.12% | 2,190 | 37 | 1.7% | $1.10万 | 加仓 |
| 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 |
| FSCO | FS Credit Opportunit | $64.47万 | 0.12% | 129,190 | -5,467 | -4.1% | -$2.73万 | 减仓 |
| KBE | SPDR S&P Bank ETF | $63.08万 | 0.12% | 9,247 | -1,368 | -12.9% | -$9.33万 | 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 |
| IBIT | iShares Bitcoin ETF | $62.17万 | 0.12% | 18,675 | -2 | -0.0% | -$67 | 减仓 |
| DRI | Darden Restaurants | $60.21万 | 0.11% | 2,923 | 940 | 47.4% | $19.36万 | 加仓 |
| QDF | Flexshares Quality Dividend Index Fund | $59.84万 | 0.11% | 6,655 | -238 | -3.5% | -$2.14万 | 减仓 |
| ETR | Entergy Corporation New | $59.61万 | 0.11% | 5,190 | 1,549 | 42.5% | $17.79万 | 加仓 |
| — | Amgen Inc. | $58.99万 | 0.11% | 1,629 | 1,629 | — | $58.99万 | 新建仓 |
| LIN | Linde PLC SHS | $58.98万 | 0.11% | 1,137 | 105 | 10.2% | $5.45万 | 加仓 |
| IYR | iShares US Real Estate ETF | $56.45万 | 0.11% | 5,521 | -5,357 | -49.2% | -$54.78万 | 减仓 |
| FV | First Trust Dorsey Wright Focus 5 ETF | $55.49万 | 0.11% | 7,313 | -200 | -2.7% | -$1.52万 | 减仓 |
| — | Marketdesk Focused US Momentum ETF | $55.21万 | 0.10% | 12,652 | 12,652 | — | $55.21万 | 新建仓 |
| IJR | iShares Core S&P Small-Cap ETF | $54.63万 | 0.10% | 3,684 | -149 | -3.9% | -$2.21万 | 减仓 |
| WMB | Williams Cos Inc | $53.19万 | 0.10% | 7,155 | -615 | -7.9% | -$4.57万 | 减仓 |
| PM | Philip Morris International Incorporated | $53.13万 | 0.10% | 2,913 | 695 | 31.3% | $12.68万 | 加仓 |
| PLTR | Palantir Technologies Incorporated Class A | $52.49万 | 0.10% | 4,499 | -163 | -3.5% | -$1.90万 | 减仓 |
| CRMD | Cormedix Incorporated | $51.81万 | 0.10% | 66,000 | 0 | 0.0% | — | 不变 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $50.98万 | 0.10% | 5,391 | 2,316 | 75.3% | $21.90万 | 加仓 |
| — | Agnico Eagle Mines Limited | $50.37万 | 0.10% | 3,247 | 3,247 | — | $50.37万 | 新建仓 |
| SYF | Synchrony Financial | $50.02万 | 0.10% | 6,577 | 995 | 17.8% | $7.57万 | 加仓 |
| HMOP | Hartford Municipal Opportnits ETF | $49.69万 | 0.09% | 12,665 | 2,374 | 23.1% | $9.31万 | 加仓 |
| TLT | iShares TR 20 YR TR BD ETF | $48.73万 | 0.09% | 5,639 | -9,679 | -63.2% | -$83.65万 | 减仓 |
| TPYP | Tortoise North American Pipeline ETF | $47.50万 | 0.09% | 11,328 | 0 | 0.0% | — | 不变 |
| — | ExxonMobil | $47.13万 | 0.09% | 3,447 | 41 | 1.2% | $5,605 | 加仓 |
| SPGI | S&P Global Incorporated | $46.93万 | 0.09% | 1,152 | -92 | -7.4% | -$3.75万 | 减仓 |
| MDT | Medtronic PLC F | $46.72万 | 0.09% | 5,918 | -2,156 | -26.7% | -$17.02万 | 减仓 |
| XLV | SPDR Health Care Select | $46.68万 | 0.09% | 2,942 | 1,179 | 66.9% | $18.71万 | 加仓 |
| PNC | PNC Finl Services | $46.49万 | 0.09% | 1,888 | 282 | 17.6% | $6.94万 | 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 |
| GCOW | Pacer Global Cash Cows Dividend ETF | $46.11万 | 0.09% | 10,649 | 2,499 | 30.7% | $10.82万 | 加仓 |
| — | Archer-Daniels-Midln | $46.05万 | 0.09% | 6,028 | 6,028 | — | $46.05万 | 新建仓 |
| JBL | Jabil Incorporated | $45.87万 | 0.09% | 1,190 | -6 | -0.5% | -$2,313 | 减仓 |
| — | BlackRock Muniy Michigan | $44.58万 | 0.08% | 36,201 | 12,556 | 53.1% | $15.46万 | 加仓 |
| — | Allstate Corporation | $44.43万 | 0.08% | 1,859 | 1,859 | — | $44.43万 | 新建仓 |
| IWB | iShares Russell 1000 ETF | $44.43万 | 0.08% | 1,085 | -32 | -2.9% | -$1.31万 | 减仓 |
| — | Monarch Volume Factor Dividnd ETF | $43.11万 | 0.08% | 14,382 | 2,494 | 21.0% | $7.48万 | 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 |
| DE | Deere & Company | $40.53万 | 0.08% | 637 | 98 | 18.2% | $6.24万 | 加仓 |
| ROK | Rockwell Automation Incorporated | $40.25万 | 0.08% | 813 | -5 | -0.6% | -$2,475 | 减仓 |
| T | AT&T | $40.14万 | 0.08% | 19,392 | -4,190 | -17.8% | -$8.67万 | 减仓 |