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 |
|---|---|---|---|---|---|---|---|---|
| SYF | Synchrony Financial | $37.97万 | 0.08% | 5,582 | -10 | -0.2% | -$680 | 减仓 |
| GCOW | Pacer Global Cash Cows Dividend ETF | $37.69万 | 0.08% | 8,150 | 3,297 | 67.9% | $15.25万 | 加仓 |
| PM | Philip Morris International Incorporated | $37.00万 | 0.08% | 2,218 | 2,218 | — | $37.00万 | 新建仓 |
| ACN | Accenture PLC F Class A | $36.51万 | 0.08% | 1,841 | 559 | 43.6% | $11.08万 | 加仓 |
| SDY | SPDR S&P Dividend ETF | $35.99万 | 0.08% | 2,466 | 97 | 4.1% | $1.42万 | 加仓 |
| IEMG | iShares Incorporated Core MSCI Emkt | $34.91万 | 0.08% | 5,004 | 290 | 6.2% | $2.02万 | 加仓 |
| — | Monarch Volume Factor Dividnd ETF | $34.84万 | 0.08% | 11,888 | 4,240 | 55.4% | $12.43万 | 加仓 |
| LMBS | FRST TRT Low DTN Opnts ETF IV | $34.58万 | 0.08% | 6,943 | 210 | 3.1% | $1.05万 | 加仓 |
| TMUS | T-Mobile US Incorporated | $34.44万 | 0.08% | 1,640 | -100 | -5.7% | -$2.10万 | 减仓 |
| TFI | SPDR Nuveen Bloomberg Municipal Bond ETF | $33.47万 | 0.07% | 7,382 | -143 | -1.9% | -$6,484 | 减仓 |
| PNC | PNC Finl Services | $33.42万 | 0.07% | 1,606 | -1,250 | -43.8% | -$26.01万 | 减仓 |
| AVLV | Avantis US Large Cap Value ETF | $33.31万 | 0.07% | 4,132 | 4,132 | — | $33.31万 | 新建仓 |
| IWM | iShares TR Russell 2000 ETF | $33.26万 | 0.07% | 1,341 | -478 | -26.3% | -$11.85万 | 减仓 |
| FSK | FS KKR Capital Corp | $33.17万 | 0.07% | 31,106 | -7,596 | -19.6% | -$8.10万 | 减仓 |
| PDO | PIMCO Dynamic Income | $32.64万 | 0.07% | 25,000 | 25,000 | — | $32.64万 | 新建仓 |
| DGRO | iShares TR Core DIV GRWTH | $32.58万 | 0.07% | 4,643 | -2,957 | -38.9% | -$20.75万 | 减仓 |
| VO | Vanguard Mid Cap ETF | $32.56万 | 0.07% | 1,134 | -2 | -0.2% | -$574 | 减仓 |
| EQIX | Equinix Inc REIT | $32.34万 | 0.07% | 330 | 64 | 24.1% | $6.27万 | 加仓 |
| ET | Energy Transfer L P LP | $32.31万 | 0.07% | 16,739 | 1,582 | 10.4% | $3.05万 | 加仓 |
| AZN | Astrazeneca PLC | $32.30万 | 0.07% | 1,638 | 1,638 | — | $32.30万 | 新建仓 |
| PEP | Pepsico Inc | $31.93万 | 0.07% | 2,056 | -93 | -4.3% | -$1.44万 | 减仓 |
| IJH | iShares TR Core S&P MCP ETF | $31.83万 | 0.07% | 4,713 | -466 | -9.0% | -$3.15万 | 减仓 |
| JBL | Jabil Incorporated | $31.77万 | 0.07% | 1,196 | 6 | 0.5% | $1,594 | 加仓 |
| ADM | Archer-Daniels-Midln | $31.66万 | 0.07% | 4,356 | 15 | 0.3% | $1,090 | 加仓 |
| MOS | Mosaic | $31.47万 | 0.07% | 12,340 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $31.04万 | 0.07% | 3,465 | 104 | 3.1% | $9,317 | 加仓 |
| IWN | iShares TR Rus 2000 Val ETF | $30.94万 | 0.07% | 1,632 | 8 | 0.5% | $1,517 | 加仓 |
| WTFC | Wintrust Finl Corporation | $30.59万 | 0.07% | 2,202 | -9 | -0.4% | -$1,250 | 减仓 |
| ECL | Ecolab Incorporated | $30.49万 | 0.07% | 1,143 | -6 | -0.5% | -$1,600 | 减仓 |
| DE | Deere & Company | $30.46万 | 0.07% | 539 | -52 | -8.8% | -$2.94万 | 减仓 |
| XRNPX | Cohen Steers REIT Prefer | $30.43万 | 0.07% | 15,402 | 56 | 0.4% | $1,107 | 加仓 |
| BKR | Baker Hughes Co. Class A | $30.41万 | 0.07% | 4,981 | -2,955 | -37.2% | -$18.04万 | 减仓 |
| EMR | Emerson Elec Company | $30.33万 | 0.07% | 2,315 | 355 | 18.1% | $4.65万 | 加仓 |
| — | Honeywell Intl Inc | $29.99万 | 0.07% | 1,327 | -398 | -23.1% | -$9.00万 | 重新持有 |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $29.48万 | 0.06% | 4,488 | 4,488 | — | $29.48万 | 新建仓 |
| PFFV | Global X Variable Rate Preferred ETF | $29.42万 | 0.06% | 13,476 | -11,721 | -46.5% | -$25.58万 | 减仓 |
| COST | Costco Wholesale Co | $29.39万 | 0.06% | 295 | -7 | -2.3% | -$6,975 | 减仓 |
| MVFG | Monarch Volume Factor Global ETF | $29.37万 | 0.06% | 9,120 | 9,120 | — | $29.37万 | 新建仓 |
| ROK | Rockwell Automation Incorporated | $29.36万 | 0.06% | 818 | -159 | -16.3% | -$5.71万 | 减仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $29.35万 | 0.06% | 3,075 | 303 | 10.9% | $2.89万 | 加仓 |
| — | General Electric | $29.28万 | 0.06% | 1,030 | 0 | 0.0% | — | 不变 |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | $29.20万 | 0.06% | 6,508 | -2,136 | -24.7% | -$9.58万 | 减仓 |
| IWO | iShares TR Rus 2000 GRW ETF | $29.14万 | 0.06% | 928 | -1 | -0.1% | -$314 | 减仓 |
| HPE | Hewlett Packard Enterprise Company | $28.71万 | 0.06% | 11,985 | -806 | -6.3% | -$1.93万 | 减仓 |
| WM | Waste Management Inc | $28.69万 | 0.06% | 1,249 | -24 | -1.9% | -$5,513 | 减仓 |
| SHEL | Shell PLC Spon Ads | $28.63万 | 0.06% | 3,079 | 3,079 | — | $28.63万 | 新建仓 |
| C | Citigroup Incorporated Com New | $28.45万 | 0.06% | 2,509 | 37 | 1.5% | $4,196 | 加仓 |
| — | BlackRock Muniy Michigan | $28.22万 | 0.06% | 23,645 | 23,645 | — | $28.22万 | 新建仓 |
| PH | Parker-Hannifin Corporation | $28.02万 | 0.06% | 313 | 313 | — | $28.02万 | 新建仓 |
| NXPI | NXP Semiconductors N V | $27.74万 | 0.06% | 1,401 | -12,220 | -89.7% | -$241.92万 | 减仓 |
| PFE | Pfizer | $27.62万 | 0.06% | 9,836 | -240 | -2.4% | -$6,739 | 减仓 |
| KMI | Kinder Morgan Inc | $27.25万 | 0.06% | 8,126 | 8 | 0.1% | $268 | 加仓 |
| PSX | Phillips 66 | $26.45万 | 0.06% | 1,452 | 1,452 | — | $26.45万 | 新建仓 |
| VMBS | Vanguard Mortgage Backed Sec ETF | $26.28万 | 0.06% | 5,598 | -1,665 | -22.9% | -$7.82万 | 减仓 |
| XLV | SPDR Health Care Select | $25.85万 | 0.06% | 1,763 | -1,761 | -50.0% | -$25.82万 | 重新持有 |
| FFA | First TR Enhanced Equity Incom | $25.84万 | 0.06% | 12,666 | 25 | 0.2% | $510 | 加仓 |
| VYM | Vanguard High Dividend Yield ETF | $25.66万 | 0.06% | 1,733 | -282 | -14.0% | -$4.18万 | 减仓 |
| PBR | Petroleo Brasileiro SA Petrobr Sponsored ADR | $25.59万 | 0.06% | 12,333 | 12,333 | — | $25.59万 | 新建仓 |
| HAL | Halliburton Company | $25.48万 | 0.06% | 6,534 | 6,534 | — | $25.48万 | 新建仓 |
| GD | General Dynamics Corporation | $25.26万 | 0.06% | 736 | 736 | — | $25.26万 | 新建仓 |
| CGUS | Capital Group Core Equity ETF SHS Creation Unit | $25.19万 | 0.06% | 6,542 | 368 | 6.0% | $1.42万 | 加仓 |
| LYB | Lyondellbasell Industries N V SHS - A - | $25.13万 | 0.06% | 3,120 | 3,120 | — | $25.13万 | 新建仓 |
| FCX | Freeport-Mcmoran Incorporated Class B | $24.93万 | 0.05% | 4,242 | -65 | -1.5% | -$3,821 | 减仓 |
| IWS | iShares TR Rus MDCP Val ETF | $24.65万 | 0.05% | 1,692 | 9 | 0.5% | $1,311 | 加仓 |
| BP | BP PLC F Sponsored ADR | $24.57万 | 0.05% | 5,228 | 5,228 | — | $24.57万 | 新建仓 |
| AHR | American Healthcare REIT Incorporated Com SHS REIT | $24.32万 | 0.05% | 5,129 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard MSCI Emerging Markets ETF | $24.30万 | 0.05% | 13,000 | 13,000 | — | $24.30万 | 新建仓 |
| PRU | Prudential Finl | $24.17万 | 0.05% | 2,474 | 286 | 13.1% | $2.79万 | 加仓 |
| CF | CF Industries HLDGS Incorporated | $24.15万 | 0.05% | 1,860 | -2,305 | -55.3% | -$29.93万 | 减仓 |
| VISN | Commscope HLDG Co Inc | $24.13万 | 0.05% | 13,258 | 0 | 0.0% | — | 不变 |
| IWP | iShares TR Rus MD CP GR ETF | $23.74万 | 0.05% | 1,853 | 13 | 0.7% | $1,666 | 加仓 |
| VLO | Valero Energy Corp | $23.57万 | 0.05% | 954 | 954 | — | $23.57万 | 新建仓 |
| SPIB | SPDR Portfolio Intermediate Term Corporate Bond ETF | $23.31万 | 0.05% | 6,951 | 444 | 6.8% | $1.49万 | 加仓 |
| IGSB | iShares TR Is 1-5 YR In GR CR BD ETF | $23.17万 | 0.05% | 4,408 | -1,296 | -22.7% | -$6.81万 | 减仓 |
| MMM | 3M | $23.11万 | 0.05% | 1,591 | -10 | -0.6% | -$1,452 | 减仓 |
| FIS | Fidelity Natl Information SVCS | $22.82万 | 0.05% | 4,865 | 4,865 | — | $22.82万 | 新建仓 |
| PLD | Prologis Inc. REIT | $22.77万 | 0.05% | 1,723 | 1,723 | — | $22.77万 | 新建仓 |
| SUB | iShares TR SHRT Nat Mun ETF | $22.72万 | 0.05% | 2,133 | 36 | 1.7% | $3,834 | 加仓 |
| DBMF | Imgp Dbi Managed Futures STRTGY ETF | $22.64万 | 0.05% | 7,479 | -41 | -0.5% | -$1,241 | 减仓 |
| FDX | Fedex Corp | $22.64万 | 0.05% | 633 | 633 | — | $22.64万 | 新建仓 |
| CMS | C M S Energy Corp | $22.44万 | 0.05% | 2,893 | 2,893 | — | $22.44万 | 新建仓 |
| SU | Suncor Energy Incorporated New | $22.27万 | 0.05% | 3,368 | 3,368 | — | $22.27万 | 新建仓 |
| FVD | First Trust Value Line Dividend Index Fund | $22.18万 | 0.05% | 4,715 | 7 | 0.1% | $329 | 加仓 |
| CSL | Carlisle Companies Incorporated | $22.02万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing Incorporated | $21.57万 | 0.05% | 1,053 | 1,053 | — | $21.57万 | 新建仓 |
| WELL | Welltower Incorporated REIT | $21.33万 | 0.05% | 1,079 | -83 | -7.1% | -$1.64万 | 减仓 |
| OKE | Oneok Incorporated New | $20.95万 | 0.05% | 2,318 | 2,318 | — | $20.95万 | 新建仓 |
| UTHR | United Therapeutics Corporation Del | $20.87万 | 0.05% | 352 | 352 | — | $20.87万 | 新建仓 |
| BA | Boeing Co | $20.70万 | 0.05% | 1,040 | 1,040 | — | $20.70万 | 新建仓 |
| BAC | Bank Of America Corp | $20.55万 | 0.05% | 4,215 | -5,351 | -55.9% | -$26.09万 | 减仓 |
| KLAC | Kla Corporation Com New | $20.47万 | 0.04% | 139 | -166 | -54.4% | -$24.44万 | 减仓 |
| F | Ford Motor Co | $20.41万 | 0.04% | 17,687 | 91 | 0.5% | $1,050 | 加仓 |
| LOW | Lowes Companies Inc | $20.39万 | 0.04% | 863 | 863 | — | $20.39万 | 新建仓 |
| IMO | Imperial Oil Limited Com New | $20.20万 | 0.04% | 1,537 | 1,537 | — | $20.20万 | 新建仓 |
| ETW | Eaton Vance Tax-Managed Global | $11.30万 | 0.02% | 12,865 | 0 | 0.0% | — | 不变 |
| — | Allspring Income Opportunit Inc Oppty FD | $8.93万 | 0.02% | 13,676 | 317 | 2.4% | $2,071 | 加仓 |
| — | Yatra Online Incorporated Ord SHS | $2.22万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | Avalon Advanced Matls Incorporated Com New | $474 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| POCT | Innovator U.S. Equity Power Bffer ETF - October | $0 | 0.00% | 0 | -186,976 | -100.0% | -$821.20万 | 清仓 |
| EPAM | Epam Systems Incorporated | $0 | 0.00% | 0 | -18,241 | -100.0% | -$373.72万 | 清仓 |