13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001909879
申报总市值
US$5.3亿
US$5.3亿
298 檔
16.6%
截至 Q1 2026 季度末，West Michigan Advisors, LLC 的美股持仓估值约为 US$5.3亿，全数申报仓位共有 298 档。
在 Q1 2026，West Michigan Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 63 个新仓位，并对 52 个既有持股进行加仓（合计增持 115 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，West Michigan Advisors, LLC 的前 5 大核心持股（包含 GNTX, DIVO, AAPL 等）合计占整体申报市值的 16.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
PJAN
市值: US$789.0万
本季最大获利了结 / 清仓标的
POCT
前期市值: US$821.2万
仅显示前 200 大持股（共 298 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GNTX | Gentex CORP | 股票-周期性消费 | 8.61% | +0.07% | +0.01% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 3.34% | -3.34% | EXIT | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.56% | -2.56% | EXIT | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | +0.03% | +5.74% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | -0.39% | +15.16% | |
| 6 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 1.73% | -1.73% | EXIT | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.39% | -0.02% | +3.80% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.28% | -0.01% | +1.62% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.03% | +0.05% | |
| 10 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.17% | -0.08% | +390.42% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.16% | -1.16% | EXIT | |
| 12 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 1.10% | +0.37% | +152.11% | |
| 13 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.09% | -0.14% | -8.55% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.09% | +0.26% | +2.81% | |
| 15 | ✓ | Apple | 股票-其他 | 1.04% | -0.02% | — | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.03% | -0.08% | +45.97% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | -0.76% | +19.82% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | -0.50% | +77.70% | |
| 19 | NEM | Newmont CORP | 股票-原材料 | 1.02% | -0.16% | +6.68% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.00% | -0.23% | +5.04% | |
| 21 | EOG | Eog Resources Inc | 股票-能源 | 0.97% | -0.08% | +24.17% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.94% | -0.94% | EXIT | |
| 23 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.93% | +0.02% | +54.28% | |
| 24 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.91% | +0.04% | +11.57% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.89% | +0.01% | — | |
| 26 | MO | Altria Group Inc | 股票-非周期性消费 | 0.87% | +0.04% | +34.19% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.86% | +0.10% | +37.28% | |
| 28 | ETN | Eaton Corporation plc | 股票-工业 | 0.86% | -0.01% | -2.53% | |
| 29 | HAS | Hasbro Inc | 股票-周期性消费 | 0.85% | +0.01% | — | |
| 30 | ALLE | Allegion plc | 股票-工业 | 0.84% | +0.10% | +66.11% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.84% | -0.02% | -3.38% | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.84% | -0.06% | -6.11% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.83% | -0.48% | +171.51% | |
| 34 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.81% | — | -1.24% | |
| 35 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.80% | -0.08% | +44.26% | |
| 36 | FTI | TechnipFMC plc | 股票-能源 | 0.80% | -0.80% | EXIT | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | +0.47% | +39.24% | |
| 38 | FIVE | Five Below | 股票-周期性消费 | 0.74% | -0.69% | — | |
| 39 | CGGO | Cap Group Global Growth | ETF-其他 | 0.74% | +0.09% | -36.02% | |
| 40 | IONS | Ionis Pharmaceuticals Inc | 股票-医疗保健 | 0.74% | -0.74% | EXIT | |
| 41 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 0.72% | +0.10% | — | |
| 42 | FTAI | FTAI Aviation Ltd. | 股票-工业 | 0.71% | -0.71% | EXIT | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.71% | -0.22% | -11.91% | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.19% | +13.18% | |
| 45 | ADI | Analog Devices Inc | 股票-科技 | 0.67% | -0.67% | EXIT | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.61% | +0.68% | +162.32% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.61% | -0.15% | +2.66% | |
| 48 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 0.60% | -0.04% | +7.05% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.13% | -2.14% | |
| 50 | WFRD | Weatherford International plc | 股票-能源 | 0.58% | -0.58% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +1% | +390.42% | 加仓 |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | +0.7% | +152.11% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.6% | +171.51% | 加仓 |
| 4 | ELAN | Elanco Animal Health Inc | +0.4% | +318.04% | 加仓 |
| 5 | INTC | Intel CORP | +0.4% | +162.32% | 加仓 |
| 6 | EOG | Eog Resources Inc | +0.4% | +24.17% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +77.70% | 加仓 |
| 8 | IMTM | Ishares Msci Intl Momentum F | +0.3% | +544.53% | 加仓 |
| 9 | MO | Altria Group Inc | +0.3% | +34.19% | 加仓 |
| 10 | CMCSA | Comcast Corp-class A | +0.3% | +54.28% | 加仓 |
| 11 | ALLE | Allegion plc | +0.3% | +66.11% | 加仓 |
| 12 | ITW | Illinois Tool Works | +0.2% | +37.28% | 加仓 |
| 13 | MPC | Marathon Petroleum CORP | +0.2% | -6.11% | 减仓 |
| 14 | AMAT | Applied Materials Inc | +0.2% | +132.42% | 加仓 |
| 15 | GILD | Gilead Sciences Inc | +0.2% | +11.57% | 加仓 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +39.24% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +19.82% | 加仓 |
| 18 | LDOS | Leidos Holdings Inc | +0.1% | +44.26% | 加仓 |
| 19 | AXP | American Express Co | +0.1% | +45.54% | 加仓 |
| 20 | ADI | Analog Devices Inc | +0.1% | +8.36% | 加仓 |
| 21 | GLW | Corning Inc | +0.1% | +52.57% | 加仓 |
| 22 | WMT | Walmart Inc | +0.1% | +5.04% | 加仓 |
| 23 | NEM | Newmont CORP | +0.1% | +6.68% | 加仓 |
| 24 | CVX | Chevron CORP | +0.1% | +7.99% | 加仓 |
| 25 | NEE | Nextera Energy Inc | +0.1% | +2.66% | 加仓 |
| 26 | PDBC | Invesco Optimum Yield Divers | +0.1% | +13.17% | 加仓 |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +80.12% | 加仓 |
| 28 | HYTR | Counterpoint Hi Yld ETF | +0.1% | +138.70% | 加仓 |
| 29 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.1% | +31.87% | 加仓 |
| 30 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +12.49% | 加仓 |
| 31 | QCOM | Qualcomm Inc | +0.1% | +45.97% | 加仓 |
| 32 | EFA | Ishares Msci Eafe ETF | +0.1% | +14.00% | 加仓 |
| 33 | ADPV | Adaptiv Select ETF | +0.1% | +73.24% | 加仓 |
| 34 | CIEN | Ciena CORP | +0.1% | -18.49% | 减仓 |
| 35 | COP | Conocophillips | +0.1% | +10.46% | 加仓 |
| 36 | ETN | Eaton Corporation plc | 0% | -2.53% | 减仓 |
| 37 | IONS | Ionis Pharmaceuticals Inc | 0% | +16.14% | 加仓 |
| 38 | QTPI | Nrth Squr Rcim Tax-ad Is ETF | 0% | +31.33% | 加仓 |
| 39 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | 0% | +37.16% | 加仓 |
| 40 | WDC | Western Digital CORP | 0% | -16.10% | 减仓 |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +28.83% | 加仓 |
| 42 | RVMD | Revolution Medicines Inc | 0% | +8.07% | 加仓 |
| 43 | HMOP | Hartford Municipal Opp ETF | 0% | +75.11% | 加仓 |
| 44 | VZ | Verizon Communications Inc | 0% | -11.91% | 减仓 |
| 45 | TER | Teradyne Inc | 0% | -15.38% | 减仓 |
| 46 | T | At&t Inc | 0% | +14.80% | 加仓 |
| 47 | GCOW | Pacer Global Cash Cows Divid | 0% | +67.94% | 加仓 |
| 48 | ROIV | Roivant Sciences Ltd. | 0% | -1.66% | 减仓 |
| 49 | GEV | GE Vernova Inc | 0% | +8.21% | 加仓 |
| 50 | APD | Air Products & Chemicals Inc | 0% | -4.63% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，West Michigan Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.3亿，共申报了 298 个公开持股仓位。
在 Q1 2026 季度，West Michigan Advisors, LLC 按市值排列的前三大核心持股分别为：GNTX (8.6%)、DIVO (3.3%)、AAPL (2.6%)。其中最大持股仓位 GNTX 占据整体投资组合约 8.6% 的权重。
在 Q1 2026 季度中，West Michigan Advisors, LLC 共进行了 198 项持仓异动，包含新建仓 63 个仓位、加仓 52 个仓位、减仓 47 个仓位以及清仓 36 个仓位。 其中最大新建仓标的为 PJAN。 本季清仓仓位包含 POCT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。