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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $0 | 0.00% | 0 | -2,759 | -100.0% | -$58.02万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,493 | -100.0% | -$53.54万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -10,644 | -100.0% | -$40.40万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PII | POLARIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -44 | -100.0% | -$23.32万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,040 | -100.0% | -$20.56万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -503 | -100.0% | -$20.19万 | 清仓 |
| NIO | NIO INC 看涨期权 | $6,030 | 0.00% | 1,000 | 1,000 | — | $6,030 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $1.67万 | 0.01% | 11,440 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $3.50万 | 0.01% | 23,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看涨期权 | $5.72万 | 0.02% | 100 | 100 | — | $5.72万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $6.97万 | 0.03% | 14,822 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $12.15万 | 0.05% | 20,155 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $12.69万 | 0.05% | 500 | 500 | — | $12.69万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $13.01万 | 0.05% | 200 | 200 | — | $13.01万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $14.87万 | 0.06% | 400 | 400 | — | $14.87万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $19.18万 | 0.08% | 1,100 | 1,100 | — | $19.18万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $20.01万 | 0.08% | 3,329 | -75 | -2.2% | -$4,509 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $20.10万 | 0.08% | 1,217 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.60万 | 0.09% | 1,310 | -4 | -0.3% | -$629 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $21.68万 | 0.09% | 2,881 | -15 | -0.5% | -$1,129 | 减仓 |
| NEM | NEWMONT CORP | $21.75万 | 0.09% | 2,009 | -64 | -3.1% | -$6,927 | 减仓 |
| DVY | ISHARES TR | $22.36万 | 0.09% | 1,477 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $22.69万 | 0.09% | 2,390 | 25 | 1.1% | $2,374 | 加仓 |
| EFV | ISHARES TR | $23.29万 | 0.10% | 3,132 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $23.34万 | 0.10% | 800 | -26 | -3.1% | -$7,584 | 减仓 |
| C | CITIGROUP INC | $23.59万 | 0.10% | 2,080 | -216 | -9.4% | -$2.45万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $24.66万 | 0.10% | 5,257 | 206 | 4.1% | $9,663 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.98万 | 0.11% | 2,797 | -21 | -0.7% | -$1,950 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.40万 | 0.11% | 1,805 | 120 | 7.1% | $1.76万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.83万 | 0.11% | 4,423 | 151 | 3.5% | $9,158 | 加仓 |
| VOE | VANGUARD INDEX FDS | $27.11万 | 0.11% | 1,471 | -5 | -0.3% | -$921 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.25万 | 0.11% | 1,007 | 1,007 | — | $27.25万 | 新建仓 |
| SBUX | STARBUCKS CORP | $27.40万 | 0.11% | 3,058 | -8 | -0.3% | -$717 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $27.44万 | 0.11% | 1,095 | 1,095 | — | $27.44万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $27.77万 | 0.12% | 1,939 | -2 | -0.1% | -$286 | 减仓 |
| VUG | VANGUARD INDEX FDS | $27.78万 | 0.12% | 636 | 84 | 15.2% | $3.67万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $27.96万 | 0.12% | 9,739 | 1,176 | 13.7% | $3.38万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $28.18万 | 0.12% | 1,951 | 391 | 25.1% | $5.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.02万 | 0.12% | 5,781 | 36 | 0.6% | $1,807 | 加仓 |
| MO | ALTRIA GROUP INC | $30.08万 | 0.12% | 4,558 | 349 | 8.3% | $2.30万 | 加仓 |
| SO | SOUTHERN CO | $30.28万 | 0.13% | 3,137 | -180 | -5.4% | -$1.74万 | 减仓 |
| SHOP | SHOPIFY INC | $30.49万 | 0.13% | 2,570 | -53 | -2.0% | -$6,287 | 减仓 |
| T | AT&T INC | $30.66万 | 0.13% | 10,575 | -755 | -6.7% | -$2.19万 | 减仓 |
| GE | GE AEROSPACE | $30.73万 | 0.13% | 1,083 | 200 | 22.7% | $5.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $31.37万 | 0.13% | 914 | -2 | -0.2% | -$686 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $31.76万 | 0.13% | 3,581 | 38 | 1.1% | $3,370 | 加仓 |
| VOO | VANGUARD INDEX FDS | $31.95万 | 0.13% | 535 | 158 | 41.9% | $9.43万 | 加仓 |
| NET | CLOUDFLARE INC | $32.11万 | 0.13% | 1,556 | 19 | 1.2% | $3,920 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.14万 | 0.13% | 3,131 | 948 | 43.4% | $9.73万 | 加仓 |
| DIS | DISNEY WALT CO | $32.37万 | 0.13% | 3,359 | 16 | 0.5% | $1,542 | 加仓 |
| MUR | MURPHY OIL CORP | $32.44万 | 0.13% | 7,864 | 10 | 0.1% | $412 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.38万 | 0.14% | 1,041 | -27 | -2.5% | -$8,659 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $33.76万 | 0.14% | 2,578 | 3 | 0.1% | $393 | 加仓 |
| CINF | CINCINNATI FINL CORP | $34.11万 | 0.14% | 2,168 | 3 | 0.1% | $472 | 加仓 |
| KO | COCA COLA CO | $34.73万 | 0.14% | 4,566 | 4,566 | — | $34.73万 | 新建仓 |
| ADSK | AUTODESK INC | $35.00万 | 0.15% | 1,462 | -1 | -0.1% | -$239 | 减仓 |
| QQQ | INVESCO QQQ TR | $35.33万 | 0.15% | 612 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $35.86万 | 0.15% | 1,518 | 235 | 18.3% | $5.55万 | 加仓 |
| QCOM | QUALCOMM INC | $38.97万 | 0.16% | 3,026 | 320 | 11.8% | $4.12万 | 加仓 |
| CSCO | CISCO SYS INC | $39.00万 | 0.16% | 5,027 | -513 | -9.3% | -$3.98万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $39.40万 | 0.16% | 510 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $39.49万 | 0.16% | 429 | 14 | 3.4% | $1.29万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $41.18万 | 0.17% | 11,381 | 312 | 2.8% | $1.13万 | 加仓 |
| DE | DEERE & CO | $42.30万 | 0.18% | 751 | -7 | -0.9% | -$3,943 | 减仓 |
| BAC | BANK AMERICA CORP | $43.51万 | 0.18% | 8,924 | -100 | -1.1% | -$4,875 | 减仓 |
| CVX | CHEVRON CORPORATION | $44.16万 | 0.18% | 2,135 | -209 | -8.9% | -$4.32万 | 减仓 |
| CAT | CATERPILLAR INC | $44.33万 | 0.18% | 626 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $44.43万 | 0.18% | 889 | -18 | -2.0% | -$8,996 | 减仓 |
| CB | CHUBB LTD SWITZ | $44.69万 | 0.19% | 1,371 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $44.87万 | 0.19% | 2,063 | -244 | -10.6% | -$5.31万 | 减仓 |
| NOW | SERVICENOW INC | $44.87万 | 0.19% | 4,292 | 72 | 1.7% | $7,528 | 加仓 |
| RTX | RTX CORPORATION | $45.91万 | 0.19% | 2,380 | 3 | 0.1% | $579 | 加仓 |
| NVS | NOVARTIS AG | $46.24万 | 0.19% | 3,027 | -1 | -0.0% | -$153 | 减仓 |
| MRK | MERCK & CO INC | $47.86万 | 0.20% | 3,979 | 115 | 3.0% | $1.38万 | 加仓 |
| BA | BOEING CO | $48.11万 | 0.20% | 2,417 | -2 | -0.1% | -$398 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.56万 | 0.20% | 1,437 | 14 | 1.0% | $4,731 | 加仓 |
| VEEV | VEEVA SYS INC | $49.08万 | 0.20% | 2,794 | -993 | -26.2% | -$17.44万 | 减仓 |
| COP | CONOCOPHILLIPS | $49.22万 | 0.20% | 3,729 | -18 | -0.5% | -$2,376 | 减仓 |
| IWM | ISHARES TR 看涨期权 | $49.60万 | 0.21% | 2,000 | 2,000 | — | $49.60万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $50.14万 | 0.21% | 3,032 | 2 | 0.1% | $331 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $51.34万 | 0.21% | 6,921 | 105 | 1.5% | $7,789 | 加仓 |
| DGRO | ISHARES TR | $51.62万 | 0.21% | 7,356 | 18 | 0.2% | $1,263 | 加仓 |
| MS | MORGAN STANLEY | $51.99万 | 0.22% | 3,159 | -44 | -1.4% | -$7,241 | 减仓 |
| IYW | ISHARES TR | $52.46万 | 0.22% | 2,892 | 1 | 0.0% | $181 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $57.42万 | 0.24% | 1,286 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $59.02万 | 0.24% | 7,370 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.65万 | 0.26% | 8,646 | -6 | -0.1% | -$435 | 减仓 |
| CXM | SPRINKLR INC | $63.29万 | 0.26% | 105,481 | 35 | 0.0% | $210 | 加仓 |
| VO | VANGUARD INDEX FDS | $63.54万 | 0.26% | 2,213 | 92 | 4.3% | $2.64万 | 加仓 |
| FTNT | FORTINET INC | $69.35万 | 0.29% | 8,486 | 2 | 0.0% | $163 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $70.24万 | 0.29% | 830 | 3 | 0.4% | $2,539 | 加仓 |
| — | EXXON MOBIL CORP | $70.29万 | 0.29% | 4,143 | -207 | -4.8% | -$3.51万 | 减仓 |
| CRM | SALESFORCE INC | $71.49万 | 0.30% | 3,830 | 547 | 16.7% | $10.21万 | 加仓 |
| ORCL | ORACLE CORP | $79.54万 | 0.33% | 5,407 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $79.65万 | 0.33% | 2,234 | 3 | 0.1% | $1,070 | 加仓 |
| IGIB | ISHARES TR | $84.57万 | 0.35% | 15,890 | 284 | 1.8% | $1.51万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.04万 | 0.35% | 5,742 | -10 | -0.2% | -$1,481 | 减仓 |