PACES FERRY WEALTH ADVISORS, LLC
ATLANTA GA · SEC CIK 0001819919
$2.41亿2026Q1 申报市值
134持仓数
53.1%前十大占比 · 第一大 8.3%
10 / 6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
SCHG 加仓+$125.64万
OSEA 加仓+$107.29万
JPST 加仓+$91.69万
IGSB 加仓+$80.15万
FLOT 加仓+$53.28万
2026Q1 卖出最多 按季末市值估算
AFL 减仓-$106.23万
IWD 清仓-$58.02万
WDAY 清仓-$53.54万
TTD 清仓-$40.40万
BKNG 清仓-$23.32万
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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $86.75万 | 0.36% | 8,922 | 10 | 0.1% | $972 | 加仓 |
| IEMG | ISHARES INC | $88.50万 | 0.37% | 12,687 | -402 | -3.1% | -$2.80万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $89.64万 | 0.37% | 1,715 | 0 | 0.0% | — | 不变 |
| SPEU | SPDR INDEX SHS FDS | $94.12万 | 0.39% | 18,369 | 624 | 3.5% | $3.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $99.84万 | 0.41% | 1,002 | 1 | 0.1% | $996 | 加仓 |
| TSLA | TESLA INC | $118.66万 | 0.49% | 3,192 | 50 | 1.6% | $1.86万 | 加仓 |
| NFLX | NETFLIX INC. | $121.64万 | 0.50% | 12,651 | -19 | -0.1% | -$1,827 | 减仓 |
| IWN | ISHARES TR | $134.41万 | 0.56% | 7,090 | 1 | 0.0% | $190 | 加仓 |
| AVGO | BROADCOM INC | $134.53万 | 0.56% | 4,347 | -90 | -2.0% | -$2.79万 | 减仓 |
| HD | HOME DEPOT INC | $149.58万 | 0.62% | 4,548 | -144 | -3.1% | -$4.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.67万 | 0.63% | 3,165 | -1 | -0.0% | -$479 | 减仓 |
| EFG | ISHARES TR | $152.63万 | 0.63% | 13,705 | -124 | -0.9% | -$1.38万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $153.53万 | 0.64% | 31,998 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $158.39万 | 0.66% | 4,476 | -9 | -0.2% | -$3,185 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $159.46万 | 0.66% | 3,459 | 4 | 0.1% | $1,844 | 加仓 |
| IWM | ISHARES TR | $161.14万 | 0.67% | 6,497 | -237 | -3.5% | -$5.88万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $192.28万 | 0.80% | 74,992 | -150 | -0.2% | -$3,846 | 减仓 |
| V | VISA INC | $195.88万 | 0.81% | 6,481 | -20 | -0.3% | -$6,045 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $204.49万 | 0.85% | 8,366 | -137 | -1.6% | -$3.35万 | 减仓 |
| META | META PLATFORMS INC | $249.67万 | 1.04% | 4,364 | -9 | -0.2% | -$5,149 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.65万 | 1.18% | 4,362 | 7 | 0.2% | $4,552 | 加仓 |
| MSFT | MICROSOFT CORP | $297.58万 | 1.23% | 8,039 | 1 | 0.0% | $370 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $321.77万 | 1.33% | 110,648 | -1,374 | -1.2% | -$4.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $322.33万 | 1.34% | 10,958 | -42 | -0.4% | -$1.24万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $325.89万 | 1.35% | 10,782 | 82 | 0.8% | $2.48万 | 加仓 |
| IGSB | ISHARES TR | $328.85万 | 1.36% | 62,567 | 15,250 | 32.2% | $80.15万 | 加仓 |
| GOOGL | ALPHABET INC | $345.94万 | 1.43% | 12,030 | 298 | 2.5% | $8.57万 | 加仓 |
| GOOG | ALPHABET INC | $373.36万 | 1.55% | 13,015 | 327 | 2.6% | $9.38万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $426.49万 | 1.77% | 21,737 | 68 | 0.3% | $1.33万 | 加仓 |
| IVV | ISHARES TR | $444.90万 | 1.85% | 6,811 | -28 | -0.4% | -$1.83万 | 减仓 |
| IWF | ISHARES TR | $455.16万 | 1.89% | 10,675 | -114 | -1.1% | -$4.86万 | 减仓 |
| AMZN | AMAZON COM INC | $495.84万 | 2.06% | 23,807 | 169 | 0.7% | $3.52万 | 加仓 |
| MUNI | PIMCO ETF TR | $596.79万 | 2.47% | 114,350 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $619.99万 | 2.57% | 32,304 | 2,351 | 7.8% | $45.12万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $642.87万 | 2.67% | 210,776 | -3,005 | -1.4% | -$9.17万 | 减仓 |
| FLOT | ISHARES TR | $829.42万 | 3.44% | 162,791 | 10,457 | 6.9% | $53.28万 | 加仓 |
| AFL | AFLAC INC | $1,259.04万 | 5.22% | 114,761 | -9,683 | -7.8% | -$106.23万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,308.42万 | 5.43% | 75,024 | -176 | -0.2% | -$3.07万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,318.46万 | 5.47% | 260,513 | 18,117 | 7.5% | $91.69万 | 加仓 |
| AAPL | APPLE INC | $1,371.90万 | 5.69% | 54,056 | -140 | -0.3% | -$3.55万 | 减仓 |
| OSEA | HARBOR ETF TRUST | $1,681.61万 | 6.97% | 580,868 | 37,060 | 6.8% | $107.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,780.84万 | 7.39% | 580,458 | 9,856 | 1.7% | $30.24万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,994.02万 | 8.27% | 684,526 | 43,131 | 6.7% | $125.64万 | 加仓 |