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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $30.08万 | 0.12% | 4,558 | 349 | 8.3% | $2.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $29.02万 | 0.12% | 5,781 | 36 | 0.6% | $1,807 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.18万 | 0.12% | 1,951 | 391 | 25.1% | $5.65万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $27.96万 | 0.12% | 9,739 | 1,176 | 13.7% | $3.38万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $27.78万 | 0.12% | 636 | 84 | 15.2% | $3.67万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $27.77万 | 0.12% | 1,939 | -2 | -0.1% | -$286 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $27.44万 | 0.11% | 1,095 | 1,095 | — | $27.44万 | 新建仓 |
| SBUX | STARBUCKS CORP | $27.40万 | 0.11% | 3,058 | -8 | -0.3% | -$717 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.25万 | 0.11% | 1,007 | 1,007 | — | $27.25万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $27.11万 | 0.11% | 1,471 | -5 | -0.3% | -$921 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.83万 | 0.11% | 4,423 | 151 | 3.5% | $9,158 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.40万 | 0.11% | 1,805 | 120 | 7.1% | $1.76万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $25.98万 | 0.11% | 2,797 | -21 | -0.7% | -$1,950 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $24.66万 | 0.10% | 5,257 | 206 | 4.1% | $9,663 | 加仓 |
| C | CITIGROUP INC | $23.59万 | 0.10% | 2,080 | -216 | -9.4% | -$2.45万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $23.34万 | 0.10% | 800 | -26 | -3.1% | -$7,584 | 减仓 |
| EFV | ISHARES TR | $23.29万 | 0.10% | 3,132 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $22.69万 | 0.09% | 2,390 | 25 | 1.1% | $2,374 | 加仓 |
| DVY | ISHARES TR | $22.36万 | 0.09% | 1,477 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $21.75万 | 0.09% | 2,009 | -64 | -3.1% | -$6,927 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $21.68万 | 0.09% | 2,881 | -15 | -0.5% | -$1,129 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $20.60万 | 0.09% | 1,310 | -4 | -0.3% | -$629 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $20.10万 | 0.08% | 1,217 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $20.01万 | 0.08% | 3,329 | -75 | -2.2% | -$4,509 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $19.18万 | 0.08% | 1,100 | 1,100 | — | $19.18万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $14.87万 | 0.06% | 400 | 400 | — | $14.87万 | 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 |
| AAPL | APPLE INC 看跌期权 | $12.69万 | 0.05% | 500 | 500 | — | $12.69万 | 新建仓 |
| NIO | NIO INC | $12.15万 | 0.05% | 20,155 | 0 | 0.0% | — | 不变 |
| CTMX | CYTOMX THERAPEUTICS INC. | $6.97万 | 0.03% | 14,822 | 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 |
| GERN | GERON CORP | $3.50万 | 0.01% | 23,500 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $1.67万 | 0.01% | 11,440 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC 看涨期权 | $6,030 | 0.00% | 1,000 | 1,000 | — | $6,030 | 新建仓 |
| 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 |