13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001909879
申報總市值
US$5.3億
US$5.3億
235 檔
17.7%
West Michigan Advisors, LLC 在 Q2 2025 季度的美股部位總計估值為 US$5.3億，分散於 235 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 West Michigan Advisors, LLC 積極進場，新開立 40 個部位並同步加碼 82 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，West Michigan Advisors, LLC 的前 5 大核心持股（包含 GNTX, SGOV, DIVO 等）合計佔整體申報市值的 17.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
Apple
市值: US$381.6萬
本季最大獲利了結 / 清倉標的
FOXA
前期市值: US$73.4萬
僅顯示前 200 大持股（共 235 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GNTX | Gentex CORP | 股票-循環性消費 | 11.13% | +0.07% | +0.08% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.71% | +0.26% | +201.33% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 4.20% | -3.34% | EXIT | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.54% | -0.39% | +28.60% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.67% | -2.56% | EXIT | |
| 6 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 2.55% | — | +0.91% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | +0.03% | +1.45% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 2.22% | -0.05% | +6.19% | |
| 9 | CGGO | Cap Group Global Growth | ETF-其他 | 2.08% | +0.09% | +2.79% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.03% | +1.72% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.74% | -0.01% | +1.62% | |
| 12 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.67% | -0.14% | -1.91% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.65% | -0.02% | -0.29% | |
| 14 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 1.48% | -0.05% | -3.93% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.32% | -0.04% | -0.92% | |
| 16 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.30% | -0.22% | -2.41% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.29% | — | +0.35% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.25% | -0.01% | +2.46% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.21% | -0.23% | +0.25% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.20% | — | +177.42% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.16% | -1.16% | EXIT | |
| 22 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.15% | +0.03% | +1.03% | |
| 23 | ✓ | Apple | 股票-其他 | 1.08% | -0.02% | — | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 1.06% | -0.08% | +0.23% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.03% | -0.19% | +551.09% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.00% | -0.27% | +2.68% | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 0.99% | -0.12% | -0.08% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | -0.04% | -1.43% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 0.93% | -0.07% | +0.92% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.91% | -0.06% | -0.22% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.88% | -0.06% | +0.68% | |
| 32 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 0.86% | -0.04% | +5.53% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.84% | -0.08% | +0.93% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.74% | -0.23% | +8.97% | |
| 35 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.74% | -0.24% | EXIT | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.13% | +3.06% | |
| 37 | ADI | Analog Devices Inc | 股票-科技 | 0.73% | -0.67% | EXIT | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.69% | -0.15% | -0.20% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.69% | -0.16% | +2.39% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.65% | — | +33.10% | |
| 41 | UNP | Union Pacific CORP | 股票-工業 | 0.65% | -0.01% | +0.85% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | -0.06% | -1.62% | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.59% | -0.22% | +1.47% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | -0.05% | -1.72% | |
| 45 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.55% | -0.36% | EXIT | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | +0.03% | -6.06% | |
| 47 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.48% | -0.02% | +21.37% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | -0.03% | +3.72% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | -0.50% | +22.95% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.42% | -0.02% | +3.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.9% | +201.33% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.1% | +28.60% | 加碼 |
| 3 | ✓ | Apple | +1.1% | NEW | 新建倉 |
| 4 | CRM | Salesforce Inc | +0.9% | +551.09% | 加碼 |
| 5 | ABBV | Abbvie Inc | +0.6% | +177.42% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.5% | +1.45% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.5% | +1.62% | 加碼 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | NEW | 新建倉 |
| 9 | TSLA | Tesla Inc | +0.2% | +140.13% | 加碼 |
| 10 | ✓ | Alcoa | +0.2% | NEW | 新建倉 |
| 11 | SHW | Sherwin-williams Co/the | +0.2% | NEW | 新建倉 |
| 12 | ETN | Eaton Corporation plc | +0.2% | +2.46% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.2% | +95.58% | 加碼 |
| 14 | MOS | Mosaic Co/the | +0.2% | NEW | 新建倉 |
| 15 | VST | Vistra CORP | +0.2% | NEW | 新建倉 |
| 16 | CDTX | Cidara Therapeutics Inc | +0.1% | +22.22% | 加碼 |
| 17 | NET | Cloudflare Inc - Class A | +0.1% | NEW | 新建倉 |
| 18 | TWLO | Twilio Inc - A | +0.1% | NEW | 新建倉 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +66.19% | 加碼 |
| 20 | BAC | Bank Of America CORP | +0.1% | +154.83% | 加碼 |
| 21 | TPYP | Tortoise North American Pipe | +0.1% | NEW | 新建倉 |
| 22 | NRG | Nrg Energy Inc | +0.1% | NEW | 新建倉 |
| 23 | NFLX | Netflix Inc | +0.1% | +16.77% | 加碼 |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | NEW | 新建倉 |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建倉 |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.43% | 減碼 |
| 28 | ICE | Intercontinental Exchange In | +0.1% | +144.50% | 加碼 |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +3.06% | 加碼 |
| 30 | TJX | Tjx Companies Inc | +0.1% | +67.26% | 加碼 |
| 31 | SNY | Sanofi-adr | +0.1% | NEW | 新建倉 |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | NEW | 新建倉 |
| 33 | EXEL | Exelixis Inc | +0.1% | NEW | 新建倉 |
| 34 | NEM | Newmont CORP | +0.1% | NEW | 新建倉 |
| 35 | RL | Ralph Lauren CORP | +0.1% | NEW | 新建倉 |
| 36 | HD | Home Depot Inc | +0.1% | +33.10% | 加碼 |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | +22.95% | 加碼 |
| 38 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.56% | 減碼 |
| 39 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | 新建倉 |
| 40 | AEP | American Electric Power Company, Inc. | +0.1% | NEW | 新建倉 |
| 41 | KVUE | Kenvue Inc | +0.1% | NEW | 新建倉 |
| 42 | JBL | Jabil Inc | +0.1% | NEW | 新建倉 |
| 43 | COHR | Coherent CORP | +0.1% | NEW | 新建倉 |
| 44 | APP | Applovin Corp-class A | +0.1% | NEW | 新建倉 |
| 45 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | NEW | 新建倉 |
| 46 | MMM | 3m Co | +0.1% | NEW | 新建倉 |
| 47 | DHI | Dr Horton Inc | +0.1% | NEW | 新建倉 |
| 48 | FLEX | Flex Ltd. | +0.1% | NEW | 新建倉 |
| 49 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +17.29% | 加碼 |
| 50 | UNIY | Wt Voya Yld Enh Usd Univ Bnd | +0.1% | +55.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，West Michigan Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.3億，共申報了 235 個公開持股部位。
在 Q2 2025 季度，West Michigan Advisors, LLC 按市值排列的前三大核心持股分別為：GNTX (11.1%)、SGOV (4.7%)、DIVO (4.2%)。其中最大持股部位 GNTX 佔據整體投資組合約 11.1% 的權重。
在 Q2 2025 季度中，West Michigan Advisors, LLC 共進行了 194 項持倉異動，包含新建倉 40 個部位、加碼 82 個部位、減碼 55 個部位以及清倉 17 個部位。 其中最大新建倉標的為 Apple。 本季清倉部位包含 FOXA。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。