West Michigan Advisors, LLC 13F 持仓 · 2026年Q2
West Michigan Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 287 只证券，申报市值合计 5.26 亿美元。前几大持仓：GNTX（8.68%）、SPDF（2.71%）。本季前 25 大持仓中：新建仓 5 只、增持 15 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GNTX | Gentex Corp | $45.7M | 8.68% | 1.8M | 增持 |
| 2 | Amplify CWP Enhanced DIV Inm ETF | $15.6M | 2.96% | 340,800 | 新建仓 | |
| 3 | SPDF | Defender Risk Adaptive 500 ETF | $14.3M | 2.71% | 519,876 | 新建仓 |
| 4 | AAPL | Apple Inc | $13.2M | 2.51% | 45,583 | 新建仓 |
| 5 | NVDA | Nvidia Corp | $12.4M | 2.36% | 62,075 | 增持 |
| 6 | MSFT | Microsoft | $10.0M | 1.91% | 26,883 | 减持 |
| 7 | BOXX | Alpha Architect 1-3 Month Box ETF | $7.7M | 1.47% | 65,868 | 增持 |
| 8 | VOO | Vanguard S&P 500 ETF | $7.2M | 1.37% | 10,509 | 减持 |
| 9 | SGOV | iShares TR 0-3 MNTH Treasry | $7.1M | 1.35% | 70,665 | 增持 |
| 10 | INTC | Intel | $6.8M | 1.29% | 48,685 | 减持 |
| 11 | AVGO | Broadcom Inc | $6.7M | 1.27% | 17,706 | 减持 |
| 12 | QQQ | Invesco QQQ | $6.5M | 1.23% | 8,796 | 增持 |
| 13 | JPM | JPMorgan Chase | $6.3M | 1.19% | 19,178 | 增持 |
| 14 | Advanced Micro Device In | $6.1M | 1.16% | 10,509 | 新建仓 | |
| 15 | MRK | Merck & Co. Inc. | $5.7M | 1.09% | 44,438 | 增持 |
| 16 | MU | Micron Technology Incorporated | $5.6M | 1.06% | 4,825 | 增持 |
| 17 | SNDK | Sandisk Corporation | $5.6M | 1.06% | 2,462 | 增持 |
| 18 | AAPL | Apple | $5.4M | 1.02% | 18,600 | 持平 |
| 19 | AXP | American Express Co | $5.3M | 1.01% | 15,671 | 新建仓 |
| 20 | COHR | Coherent Corporation | $5.3M | 1.01% | 13,477 | 增持 |
| 21 | WDC | Western Digital Corporation. | $5.3M | 1.00% | 8,277 | 增持 |
| 22 | RVMD | Revolution Medicines Inc | $5.1M | 0.97% | 27,348 | 增持 |
| 23 | ITW | Illinois Tool Works | $5.1M | 0.96% | 18,636 | 增持 |
| 24 | CMCSA | Comcast Corp Class A | $5.0M | 0.95% | 202,825 | 增持 |
| 25 | GILD | Gilead Sciences Incorporated | $5.0M | 0.95% | 39,458 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR