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 |
|---|---|---|---|---|---|---|---|---|
| GNTX | Gentex Corp | $3,917.56万 | 8.61% | 1,792,935 | 251 | 0.0% | $5,484 | 加仓 |
| DIVO | Amplify CWP Enhanced DIV Inm ETF | $1,520.51万 | 3.34% | 339,021 | -60 | -0.0% | -$2,691 | 减仓 |
| AAPL | Apple Inc | $1,164.12万 | 2.56% | 45,869 | 4,444 | 10.7% | $112.79万 | 加仓 |
| NVDA | Nvidia Corp | $1,060.64万 | 2.33% | 60,813 | 3,300 | 5.7% | $57.56万 | 加仓 |
| MSFT | Microsoft | $1,048.61万 | 2.30% | 28,328 | 3,729 | 15.2% | $138.04万 | 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 |
| VOO | Vanguard S&P 500 ETF | $632.85万 | 1.39% | 10,591 | 388 | 3.8% | $23.18万 | 加仓 |
| AVGO | Broadcom Inc | $581.80万 | 1.28% | 18,798 | 299 | 1.6% | $9.25万 | 加仓 |
| JPM | JPMorgan Chase | $554.31万 | 1.22% | 18,844 | 9 | 0.0% | $2,647 | 加仓 |
| MRK | Merck & Co. Inc. | $530.33万 | 1.17% | 43,790 | 34,861 | 390.4% | $422.20万 | 加仓 |
| AMZN | Amazon.Com Inc | $526.34万 | 1.16% | 25,272 | 1,245 | 5.2% | $25.93万 | 加仓 |
| BOXX | Alpha Architect 1-3 Month Box ETF | $501.28万 | 1.10% | 43,106 | 26,008 | 152.1% | $302.45万 | 加仓 |
| HBAN | Huntington Bancshs | $497.42万 | 1.09% | 314,682 | -29,417 | -8.5% | -$46.50万 | 减仓 |
| SGOV | iShares TR 0-3 MNTH Treasry | $495.04万 | 1.09% | 49,179 | 1,342 | 2.8% | $13.51万 | 加仓 |
| — | Apple | $472.05万 | 1.04% | 18,600 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Incorporated | $470.34万 | 1.03% | 36,522 | 11,501 | 46.0% | $148.11万 | 加仓 |
| CSCO | Cisco Systems | $469.53万 | 1.03% | 60,514 | 10,012 | 19.8% | $77.68万 | 加仓 |
| GOOGL | Alphabet Inc. Class A | $467.10万 | 1.03% | 16,244 | 7,103 | 77.7% | $204.25万 | 加仓 |
| NEM | Newmont Corp | $462.09万 | 1.02% | 42,687 | 2,672 | 6.7% | $28.92万 | 加仓 |
| WMT | Wal-Mart | $455.32万 | 1.00% | 36,564 | 1,755 | 5.0% | $21.85万 | 加仓 |
| EOG | Eog Res Incorporated | $443.59万 | 0.97% | 30,684 | 5,972 | 24.2% | $86.34万 | 加仓 |
| AXP | American Express Co | $427.28万 | 0.94% | 14,126 | 4,420 | 45.5% | $133.70万 | 加仓 |
| CMCSA | Comcast Corp Class A | $422.96万 | 0.93% | 147,320 | 51,829 | 54.3% | $148.80万 | 加仓 |
| GILD | Gilead Sciences Incorporated | $415.27万 | 0.91% | 29,796 | 3,091 | 11.6% | $43.08万 | 加仓 |
| BMY | Bristol-Myers Squibb Company | $404.31万 | 0.89% | 66,662 | 66,662 | — | $404.31万 | 新建仓 |
| MO | Altria Group Incorporated | $394.81万 | 0.87% | 58,886 | 15,003 | 34.2% | $100.59万 | 加仓 |
| ITW | Illinois Tool Works | $393.51万 | 0.86% | 15,025 | 4,080 | 37.3% | $106.86万 | 加仓 |
| ETN | Eaton Corp PLC F | $390.09万 | 0.86% | 10,906 | -283 | -2.5% | -$10.12万 | 减仓 |
| HAS | Hasbro Incorporated | $386.30万 | 0.85% | 41,271 | 41,271 | — | $386.30万 | 新建仓 |
| ALLE | Allegion PLC Ord SHS | $383.97万 | 0.84% | 26,428 | 10,518 | 66.1% | $152.81万 | 加仓 |
| GLD | SPDR Gold Shares ETF | $381.75万 | 0.84% | 8,872 | -310 | -3.4% | -$13.34万 | 减仓 |
| MPC | Marathon Pete Corp | $381.35万 | 0.84% | 15,617 | -1,016 | -6.1% | -$24.81万 | 减仓 |
| CAT | Caterpillar | $376.06万 | 0.83% | 5,308 | 3,353 | 171.5% | $237.55万 | 加仓 |
| ABBV | Abbvie Inc | $370.43万 | 0.81% | 17,032 | -214 | -1.2% | -$4.65万 | 减仓 |
| LDOS | Leidos Holdings Incorporated | $363.07万 | 0.80% | 23,346 | 7,163 | 44.3% | $111.40万 | 加仓 |
| FTI | Technipfmc PLC | $362.00万 | 0.80% | 52,328 | 52,328 | — | $362.00万 | 新建仓 |
| QQQ | Invesco QQQ | $346.70万 | 0.76% | 6,007 | 1,693 | 39.2% | $97.71万 | 加仓 |
| FIVE | Five Below Incorporated | $338.38万 | 0.74% | 14,810 | 14,810 | — | $338.38万 | 新建仓 |
| CGGO | Capital Group Global GRWT Eqy ETF | $337.43万 | 0.74% | 101,119 | -56,935 | -36.0% | -$189.99万 | 减仓 |
| IONS | Ionis Pharmaceuticals Incorporated | $335.01万 | 0.74% | 44,614 | 6,201 | 16.1% | $46.56万 | 加仓 |
| QQQI | Neos Nasdaq 100 High Income ETF | $329.96万 | 0.72% | 66,403 | 66,403 | — | $329.96万 | 新建仓 |
| FTAI | Ftai Aviation Limited SHS | $321.17万 | 0.71% | 13,109 | 13,109 | — | $321.17万 | 新建仓 |
| VZ | Verizon | $321.00万 | 0.71% | 63,944 | -8,642 | -11.9% | -$43.38万 | 减仓 |
| CRM | Salesforce | $308.51万 | 0.68% | 16,527 | 1,925 | 13.2% | $35.93万 | 加仓 |
| ADI | Analog Devices Inc | $306.54万 | 0.67% | 9,635 | 743 | 8.4% | $23.64万 | 加仓 |
| INTC | Intel | $278.48万 | 0.61% | 63,104 | 39,048 | 162.3% | $172.32万 | 加仓 |
| NEE | Nextera Energy Inc | $275.93万 | 0.61% | 29,708 | 769 | 2.7% | $7.14万 | 加仓 |
| QDPL | Pacer FDS Trust Metaurus US Large Cap | $272.15万 | 0.60% | 67,472 | 4,446 | 7.1% | $17.93万 | 加仓 |
| META | Meta Platforms Inc Class A | $264.78万 | 0.58% | 4,628 | -101 | -2.1% | -$5.78万 | 减仓 |
| WFRD | Weatherford International PLC Ord SHS | $264.61万 | 0.58% | 27,977 | 27,977 | — | $264.61万 | 新建仓 |
| ELAN | Elanco Animal Health Incorporated | $263.00万 | 0.58% | 109,903 | 83,613 | 318.0% | $200.09万 | 加仓 |
| TIGO | Millicom Interntnl C F | $262.87万 | 0.58% | 35,078 | -12,792 | -26.7% | -$95.86万 | 减仓 |
| EFA | iShares MSCI EAFE ETF | $256.86万 | 0.56% | 26,444 | 3,248 | 14.0% | $31.55万 | 加仓 |
| CB | Chubb LTD F | $255.61万 | 0.56% | 7,819 | -469 | -5.7% | -$15.33万 | 减仓 |
| BRK/B | Berkshire Hathaway Class B | $247.94万 | 0.54% | 5,174 | -575 | -10.0% | -$27.55万 | 减仓 |
| JNJ | Johnson & Johnson | $247.49万 | 0.54% | 10,125 | -12,220 | -54.7% | -$298.69万 | 减仓 |
| JCI | Johnson Controls Inter F | $243.34万 | 0.53% | 18,526 | -2,049 | -10.0% | -$26.91万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $240.25万 | 0.53% | 5,634 | 499 | 9.7% | $21.28万 | 加仓 |
| MSI | Motorola Solutions | $234.44万 | 0.52% | 5,387 | -552 | -9.3% | -$24.02万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $230.73万 | 0.51% | 49,009 | -8,854 | -15.3% | -$41.68万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $227.86万 | 0.50% | 45,023 | -10,794 | -19.3% | -$54.63万 | 减仓 |
| CME | Cme Group Inc Class A | $227.27万 | 0.50% | 7,695 | -591 | -7.1% | -$17.46万 | 减仓 |
| SPYI | Neos S&P 500 High Income ETF | $224.26万 | 0.49% | 45,423 | 45,423 | — | $224.26万 | 新建仓 |
| LLY | Eli Lilly & Company | $209.16万 | 0.46% | 2,274 | 120 | 5.6% | $11.04万 | 加仓 |
| AGG | iShares Core US Aggregate Bond ETF | $208.74万 | 0.46% | 21,027 | -390 | -1.8% | -$3.87万 | 减仓 |
| SPHQ | Invesco S&P 500 Quality ETF | $203.42万 | 0.45% | 27,054 | -11,612 | -30.0% | -$87.31万 | 减仓 |
| HD | Home Depot | $202.01万 | 0.44% | 6,142 | 110 | 1.8% | $3.62万 | 加仓 |
| UNP | Union Pacific Corp | $194.24万 | 0.43% | 8,006 | -681 | -7.8% | -$16.52万 | 减仓 |
| SYK | Stryker Corporation | $185.51万 | 0.41% | 5,631 | -1,837 | -24.6% | -$60.52万 | 减仓 |
| JEPI | JPMorgan Equity Premium Income ETF | $184.47万 | 0.41% | 32,546 | -25,960 | -44.4% | -$147.14万 | 减仓 |
| 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 |
| DVN | Devon Energy Corp | $181.34万 | 0.40% | 36,038 | -11,338 | -23.9% | -$57.05万 | 减仓 |
| IMTM | iShares TR MSCI Intl Moment | $170.13万 | 0.37% | 35,430 | 29,933 | 544.5% | $143.74万 | 加仓 |
| NFLX | Netflix Inc | $169.36万 | 0.37% | 17,614 | -388 | -2.2% | -$3.73万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $167.19万 | 0.37% | 54,494 | 6,049 | 12.5% | $18.56万 | 加仓 |
| APD | Air Prod & Chemicals | $165.20万 | 0.36% | 5,687 | -276 | -4.6% | -$8.02万 | 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 |
| 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 |
| IWD | iShares Russell 1000 Value ETF | $147.19万 | 0.32% | 6,889 | -17 | -0.2% | -$3,632 | 减仓 |
| CVX | Chevron Corp. | $143.42万 | 0.32% | 6,932 | 513 | 8.0% | $10.61万 | 加仓 |
| GOOG | Alphabet Inc. Class C | $141.68万 | 0.31% | 4,939 | 217 | 4.6% | $6.22万 | 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 |
| VTI | Vanguard Total Stock Market ETF | $133.72万 | 0.29% | 4,168 | 74 | 1.8% | $2.37万 | 加仓 |
| TLT | iShares TR 20 YR TR BD ETF | $132.79万 | 0.29% | 15,318 | 1,881 | 14.0% | $16.31万 | 加仓 |
| 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 |
| RODM | Hartford MLTFCTR DVLPD MRKTS ETF | $128.72万 | 0.28% | 32,653 | 32,653 | — | $128.72万 | 新建仓 |
| FTGS | First Trust Growth Strength ETF IV | $125.98万 | 0.28% | 37,002 | -38,037 | -50.7% | -$129.50万 | 减仓 |
| PG | Procter & Gamble | $125.91万 | 0.28% | 8,717 | -838 | -8.8% | -$12.10万 | 减仓 |
| IDVO | Amplify Intrntnl Enhnc Divi Incm ETF | $125.06万 | 0.27% | 30,902 | 7,469 | 31.9% | $30.23万 | 加仓 |
| AMAT | Applied Matls Incorporated | $124.72万 | 0.27% | 3,649 | 2,079 | 132.4% | $71.06万 | 加仓 |
| AVUV | Avantis US Small Cap Value ETF | $124.30万 | 0.27% | 11,252 | 11,252 | — | $124.30万 | 新建仓 |
| COHR | Coherent Corporation | $124.13万 | 0.27% | 5,211 | -1,092 | -17.3% | -$26.01万 | 减仓 |
| MCD | McDonalds | $121.79万 | 0.27% | 3,919 | 383 | 10.8% | $11.90万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $115.97万 | 0.25% | 1,778 | 243 | 15.8% | $15.85万 | 加仓 |
| TJX | TJX Companies Incorporated New | $115.70万 | 0.25% | 7,245 | -238 | -3.2% | -$3.80万 | 减仓 |
| JPIE | JPMorgan Income ETF | $114.00万 | 0.25% | 24,745 | 2,620 | 11.8% | $12.07万 | 加仓 |
| KO | Coca-Cola | $112.05万 | 0.25% | 14,637 | 39 | 0.3% | $2,986 | 加仓 |
| PDBC | Invsc Actvly MNG Optm YD DVRS ETF | $111.03万 | 0.24% | 64,105 | 7,458 | 13.2% | $12.92万 | 加仓 |
| BBY | Best Buy Co Inc | $110.12万 | 0.24% | 16,900 | -4,789 | -22.1% | -$31.20万 | 减仓 |
| TSLA | Tesla Motors | $109.96万 | 0.24% | 2,958 | 3 | 0.1% | $1,115 | 加仓 |