PACES FERRY WEALTH ADVISORS, LLC
ATLANTA GA · SEC CIK 0001819919
$2.70亿2026Q2 申报市值
142持仓数
52.6%前十大占比 · 第一大 8.7%
18 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OSEA 加仓+$118.61万
JPST 加仓+$97.89万
SCHD 加仓+$70.37万
FLOT 加仓+$66.89万
MU 新建仓+$63.17万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$107.03万
TLT 重新持有-$49.28万
AMZN 减仓-$39.52万
KO 清仓-$34.73万
ABT 清仓-$32.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,566 | -100.0% | -$34.73万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -3,131 | -100.0% | -$32.14万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,556 | -100.0% | -$32.11万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,575 | -100.0% | -$30.66万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,781 | -100.0% | -$29.02万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,739 | -100.0% | -$27.96万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,805 | -100.0% | -$26.40万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,009 | -100.0% | -$21.75万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,310 | -100.0% | -$20.60万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$12.69万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -20,155 | -100.0% | -$12.15万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$5.72万 | 清仓 |
| NIO | NIO INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,030 | 清仓 |
| GERN | GERON CORP | $3.01万 | 0.01% | 23,500 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $3.44万 | 0.01% | 11,440 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $4.39万 | 0.02% | 508 | -5,702 | -91.8% | -$49.28万 | 重新持有 |
| CTMX | CYTOMX THERAPEUTICS INC. | $5.56万 | 0.02% | 14,822 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $12.62万 | 0.05% | 300 | -100 | -25.0% | -$4.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $14.94万 | 0.06% | 200 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $20.96万 | 0.08% | 492 | 492 | — | $20.96万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $21.05万 | 0.08% | 2,824 | -57 | -2.0% | -$4,248 | 减仓 |
| KLAC | KLA CORP | $21.12万 | 0.08% | 700 | 700 | — | $21.12万 | 新建仓 |
| TLT | ISHARES TR 看涨期权 | $21.61万 | 0.08% | 2,500 | 2,500 | — | $21.61万 | 新建仓 |
| AMGN | AMGEN INC | $21.78万 | 0.08% | 601 | 601 | — | $21.78万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $22.01万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $22.36万 | 0.08% | 2,547 | -250 | -8.9% | -$2.19万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $22.36万 | 0.08% | 3,262 | -67 | -2.0% | -$4,592 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.48万 | 0.08% | 5,796 | 5,796 | — | $22.48万 | 新建仓 |
| IMCG | ISHARES TR | $22.76万 | 0.08% | 2,316 | 2,316 | — | $22.76万 | 新建仓 |
| DVY | ISHARES TR | $23.09万 | 0.09% | 1,477 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $23.43万 | 0.09% | 2,180 | -903 | -29.3% | -$9.71万 | 重新持有 |
| TXRH | TEXAS ROADHOUSE INC | $23.52万 | 0.09% | 1,217 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $23.71万 | 0.09% | 3,464 | -839 | -19.5% | -$5.74万 | 重新持有 |
| MUR | MURPHY OIL CORP | $23.71万 | 0.09% | 7,283 | -581 | -7.4% | -$1.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $23.83万 | 0.09% | 550 | 550 | — | $23.83万 | 新建仓 |
| MBB | ISHARES TR | $24.20万 | 0.09% | 2,560 | 170 | 7.1% | $1.61万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.89万 | 0.09% | 754 | -46 | -5.8% | -$1.52万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $24.92万 | 0.09% | 745 | 745 | — | $24.92万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.04万 | 0.09% | 4,345 | -78 | -1.8% | -$4,494 | 减仓 |
| EFV | ISHARES TR | $25.98万 | 0.10% | 3,394 | 262 | 8.4% | $2.01万 | 加仓 |
| C | CITIGROUP INC | $26.49万 | 0.10% | 1,893 | -187 | -9.0% | -$2.62万 | 减仓 |
| SOXX | ISHARES TR | $27.10万 | 0.10% | 423 | 423 | — | $27.10万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.21万 | 0.10% | 1,150 | 1,150 | — | $27.21万 | 新建仓 |
| GLW | CORNING INC | $27.28万 | 0.10% | 1,068 | 1,068 | — | $27.28万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.33万 | 0.10% | 378 | 378 | — | $27.33万 | 新建仓 |
| SO | SOUTHERN CO | $27.47万 | 0.10% | 2,870 | -267 | -8.5% | -$2.56万 | 减仓 |
| SHOP | SHOPIFY INC | $27.87万 | 0.10% | 2,441 | -129 | -5.0% | -$1.47万 | 减仓 |
| TXN | TEXAS INSTRS INC | $28.38万 | 0.11% | 952 | 952 | — | $28.38万 | 新建仓 |
| ADSK | AUTODESK INC | $28.95万 | 0.11% | 1,489 | 27 | 1.8% | $5,249 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.05万 | 0.11% | 1,981 | 30 | 1.5% | $4,399 | 加仓 |
| MO | ALTRIA GROUP INC | $29.48万 | 0.11% | 4,097 | -461 | -10.1% | -$3.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $29.53万 | 0.11% | 2,890 | -168 | -5.5% | -$1.72万 | 减仓 |
| DIS | DISNEY WALT CO | $29.64万 | 0.11% | 3,080 | -279 | -8.3% | -$2.69万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $29.70万 | 0.11% | 5,737 | 480 | 9.1% | $2.49万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $30.36万 | 0.11% | 857 | -57 | -6.2% | -$2.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.37万 | 0.11% | 398 | 398 | — | $30.37万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $30.61万 | 0.11% | 1,878 | -61 | -3.1% | -$9,942 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.78万 | 0.11% | 1,094 | 1,094 | — | $30.78万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $30.79万 | 0.11% | 1,558 | 87 | 5.9% | $1.72万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $30.99万 | 0.11% | 497 | -13 | -2.5% | -$8,106 | 减仓 |
| LOW | LOWES COS INC | $31.76万 | 0.12% | 1,440 | -78 | -5.1% | -$1.72万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $32.87万 | 0.12% | 3,816 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.38万 | 0.13% | 609 | 609 | — | $35.38万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $35.43万 | 0.13% | 2,138 | 3 | 0.1% | $497 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.55万 | 0.13% | 2,433 | -145 | -5.6% | -$2.12万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $36.70万 | 0.14% | 1,096 | 1 | 0.1% | $335 | 加仓 |
| COP | CONOCOPHILLIPS | $37.34万 | 0.14% | 3,592 | -137 | -3.7% | -$1.42万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $37.77万 | 0.14% | 1,021 | -20 | -1.9% | -$7,399 | 减仓 |
| VOO | VANGUARD INDEX FDS | $38.57万 | 0.14% | 562 | 27 | 5.0% | $1.85万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $39.55万 | 0.15% | 4,102 | 521 | 14.5% | $5.02万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $40.14万 | 0.15% | 2,168 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.48万 | 0.15% | 1,083 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $42.65万 | 0.16% | 579 | -33 | -5.4% | -$2.43万 | 减仓 |
| NOW | SERVICENOW INC | $44.32万 | 0.16% | 4,464 | 172 | 4.0% | $1.71万 | 加仓 |
| RTX | RTX CORPORATION | $44.79万 | 0.17% | 2,360 | -20 | -0.8% | -$3,795 | 减仓 |
| CB | CHUBB LIMITED | $44.98万 | 0.17% | 1,320 | -51 | -3.7% | -$1.74万 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $45.07万 | 0.17% | 1,500 | -500 | -25.0% | -$15.02万 | 减仓 |
| NVS | NOVARTIS AG | $45.15万 | 0.17% | 2,881 | -146 | -4.8% | -$2.29万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $45.67万 | 0.17% | 889 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $46.41万 | 0.17% | 2,144 | -273 | -11.3% | -$5.91万 | 减仓 |
| DE | DEERE & CO | $46.91万 | 0.17% | 739 | -12 | -1.6% | -$7,617 | 减仓 |
| MRK | MERCK & CO INC | $48.16万 | 0.18% | 3,748 | -231 | -5.8% | -$2.97万 | 减仓 |
| VEEV | VEEVA SYS INC | $49.25万 | 0.18% | 2,775 | -19 | -0.7% | -$3,372 | 减仓 |
| BAC | BANK OF AMER CORP | $49.32万 | 0.18% | 8,655 | -269 | -3.0% | -$1.53万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $49.81万 | 0.18% | 12,531 | 1,150 | 10.1% | $4.57万 | 加仓 |
| QCOM | QUALCOMM INC | $49.83万 | 0.18% | 2,697 | -329 | -10.9% | -$6.08万 | 减仓 |
| ABBV | ABBVIE INC | $50.78万 | 0.19% | 2,018 | -45 | -2.2% | -$1.13万 | 减仓 |
| LLY | ELI LILLY & CO | $53.19万 | 0.20% | 443 | 14 | 3.3% | $1.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $53.28万 | 0.20% | 2,945 | -87 | -2.9% | -$1.57万 | 减仓 |
| — | EXXON MOBIL CORP | $54.37万 | 0.20% | 3,977 | -166 | -4.0% | -$2.27万 | 减仓 |
| CXM | SPRINKLR INC | $54.41万 | 0.20% | 105,446 | -35 | -0.0% | -$181 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $55.74万 | 0.21% | 6,921 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $55.86万 | 0.21% | 7,370 | 14 | 0.2% | $1,061 | 加仓 |
| CRM | SALESFORCE INC | $56.14万 | 0.21% | 3,583 | -247 | -6.4% | -$3.87万 | 减仓 |
| CSCO | CISCO SYS INC | $56.46万 | 0.21% | 4,807 | -220 | -4.4% | -$2.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.90万 | 0.21% | 1,393 | 386 | 38.3% | $16.04万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $62.09万 | 0.23% | 1,250 | -36 | -2.8% | -$1.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $63.17万 | 0.23% | 547 | 547 | — | $63.17万 | 新建仓 |
| MS | MORGAN STANLEY | $65.72万 | 0.24% | 3,144 | -15 | -0.5% | -$3,136 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $66.56万 | 0.25% | 7,358 | -12 | -0.2% | -$1,086 | 减仓 |