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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,994.02万 | 8.27% | 684,526 | 43,131 | 6.7% | $125.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,780.84万 | 7.39% | 580,458 | 9,856 | 1.7% | $30.24万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $1,681.61万 | 6.97% | 580,868 | 37,060 | 6.8% | $107.29万 | 加仓 |
| AAPL | APPLE INC | $1,371.90万 | 5.69% | 54,056 | -140 | -0.3% | -$3.55万 | 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 |
| NVDA | NVIDIA CORPORATION | $1,308.42万 | 5.43% | 75,024 | -176 | -0.2% | -$3.07万 | 减仓 |
| AFL | AFLAC INC | $1,259.04万 | 5.22% | 114,761 | -9,683 | -7.8% | -$106.23万 | 减仓 |
| FLOT | ISHARES TR | $829.42万 | 3.44% | 162,791 | 10,457 | 6.9% | $53.28万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $642.87万 | 2.67% | 210,776 | -3,005 | -1.4% | -$9.17万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $619.99万 | 2.57% | 32,304 | 2,351 | 7.8% | $45.12万 | 加仓 |
| MUNI | PIMCO ETF TR | $596.79万 | 2.47% | 114,350 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $495.84万 | 2.06% | 23,807 | 169 | 0.7% | $3.52万 | 加仓 |
| IWF | ISHARES TR | $455.16万 | 1.89% | 10,675 | -114 | -1.1% | -$4.86万 | 减仓 |
| IVV | ISHARES TR | $444.90万 | 1.85% | 6,811 | -28 | -0.4% | -$1.83万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $426.49万 | 1.77% | 21,737 | 68 | 0.3% | $1.33万 | 加仓 |
| GOOG | ALPHABET INC | $373.36万 | 1.55% | 13,015 | 327 | 2.6% | $9.38万 | 加仓 |
| GOOGL | ALPHABET INC | $345.94万 | 1.43% | 12,030 | 298 | 2.5% | $8.57万 | 加仓 |
| IGSB | ISHARES TR | $328.85万 | 1.36% | 62,567 | 15,250 | 32.2% | $80.15万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $325.89万 | 1.35% | 10,782 | 82 | 0.8% | $2.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $322.33万 | 1.34% | 10,958 | -42 | -0.4% | -$1.24万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $321.77万 | 1.33% | 110,648 | -1,374 | -1.2% | -$4.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $297.58万 | 1.23% | 8,039 | 1 | 0.0% | $370 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $283.65万 | 1.18% | 4,362 | 7 | 0.2% | $4,552 | 加仓 |
| META | META PLATFORMS INC | $249.67万 | 1.04% | 4,364 | -9 | -0.2% | -$5,149 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $204.49万 | 0.85% | 8,366 | -137 | -1.6% | -$3.35万 | 减仓 |
| V | VISA INC | $195.88万 | 0.81% | 6,481 | -20 | -0.3% | -$6,045 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $192.28万 | 0.80% | 74,992 | -150 | -0.2% | -$3,846 | 减仓 |
| IWM | ISHARES TR | $161.14万 | 0.67% | 6,497 | -237 | -3.5% | -$5.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $159.46万 | 0.66% | 3,459 | 4 | 0.1% | $1,844 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $158.39万 | 0.66% | 4,476 | -9 | -0.2% | -$3,185 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $153.53万 | 0.64% | 31,998 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $152.63万 | 0.63% | 13,705 | -124 | -0.9% | -$1.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.67万 | 0.63% | 3,165 | -1 | -0.0% | -$479 | 减仓 |
| HD | HOME DEPOT INC | $149.58万 | 0.62% | 4,548 | -144 | -3.1% | -$4.74万 | 减仓 |
| AVGO | BROADCOM INC | $134.53万 | 0.56% | 4,347 | -90 | -2.0% | -$2.79万 | 减仓 |
| IWN | ISHARES TR | $134.41万 | 0.56% | 7,090 | 1 | 0.0% | $190 | 加仓 |
| NFLX | NETFLIX INC. | $121.64万 | 0.50% | 12,651 | -19 | -0.1% | -$1,827 | 减仓 |
| TSLA | TESLA INC | $118.66万 | 0.49% | 3,192 | 50 | 1.6% | $1.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $99.84万 | 0.41% | 1,002 | 1 | 0.1% | $996 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $94.12万 | 0.39% | 18,369 | 624 | 3.5% | $3.20万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $89.64万 | 0.37% | 1,715 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $88.50万 | 0.37% | 12,687 | -402 | -3.1% | -$2.80万 | 减仓 |
| IWR | ISHARES TR | $86.75万 | 0.36% | 8,922 | 10 | 0.1% | $972 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.04万 | 0.35% | 5,742 | -10 | -0.2% | -$1,481 | 减仓 |
| IGIB | ISHARES TR | $84.57万 | 0.35% | 15,890 | 284 | 1.8% | $1.51万 | 加仓 |
| IWB | ISHARES TR | $79.65万 | 0.33% | 2,234 | 3 | 0.1% | $1,070 | 加仓 |
| ORCL | ORACLE CORP | $79.54万 | 0.33% | 5,407 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $71.49万 | 0.30% | 3,830 | 547 | 16.7% | $10.21万 | 加仓 |
| — | EXXON MOBIL CORP | $70.29万 | 0.29% | 4,143 | -207 | -4.8% | -$3.51万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $70.24万 | 0.29% | 830 | 3 | 0.4% | $2,539 | 加仓 |
| FTNT | FORTINET INC | $69.35万 | 0.29% | 8,486 | 2 | 0.0% | $163 | 加仓 |
| VO | VANGUARD INDEX FDS | $63.54万 | 0.26% | 2,213 | 92 | 4.3% | $2.64万 | 加仓 |
| CXM | SPRINKLR INC | $63.29万 | 0.26% | 105,481 | 35 | 0.0% | $210 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.65万 | 0.26% | 8,646 | -6 | -0.1% | -$435 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $59.02万 | 0.24% | 7,370 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $57.42万 | 0.24% | 1,286 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $52.46万 | 0.22% | 2,892 | 1 | 0.0% | $181 | 加仓 |
| MS | MORGAN STANLEY | $51.99万 | 0.22% | 3,159 | -44 | -1.4% | -$7,241 | 减仓 |
| DGRO | ISHARES TR | $51.62万 | 0.21% | 7,356 | 18 | 0.2% | $1,263 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $51.34万 | 0.21% | 6,921 | 105 | 1.5% | $7,789 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $50.14万 | 0.21% | 3,032 | 2 | 0.1% | $331 | 加仓 |
| IWM | ISHARES TR 看涨期权 | $49.60万 | 0.21% | 2,000 | 2,000 | — | $49.60万 | 新建仓 |
| COP | CONOCOPHILLIPS | $49.22万 | 0.20% | 3,729 | -18 | -0.5% | -$2,376 | 减仓 |
| VEEV | VEEVA SYS INC | $49.08万 | 0.20% | 2,794 | -993 | -26.2% | -$17.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.56万 | 0.20% | 1,437 | 14 | 1.0% | $4,731 | 加仓 |
| BA | BOEING CO | $48.11万 | 0.20% | 2,417 | -2 | -0.1% | -$398 | 减仓 |
| MRK | MERCK & CO INC | $47.86万 | 0.20% | 3,979 | 115 | 3.0% | $1.38万 | 加仓 |
| NVS | NOVARTIS AG | $46.24万 | 0.19% | 3,027 | -1 | -0.0% | -$153 | 减仓 |
| RTX | RTX CORPORATION | $45.91万 | 0.19% | 2,380 | 3 | 0.1% | $579 | 加仓 |
| NOW | SERVICENOW INC | $44.87万 | 0.19% | 4,292 | 72 | 1.7% | $7,528 | 加仓 |
| ABBV | ABBVIE INC | $44.87万 | 0.19% | 2,063 | -244 | -10.6% | -$5.31万 | 减仓 |
| CB | CHUBB LTD SWITZ | $44.69万 | 0.19% | 1,371 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $44.43万 | 0.18% | 889 | -18 | -2.0% | -$8,996 | 减仓 |
| CAT | CATERPILLAR INC | $44.33万 | 0.18% | 626 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $44.16万 | 0.18% | 2,135 | -209 | -8.9% | -$4.32万 | 减仓 |
| BAC | BANK AMERICA CORP | $43.51万 | 0.18% | 8,924 | -100 | -1.1% | -$4,875 | 减仓 |
| DE | DEERE & CO | $42.30万 | 0.18% | 751 | -7 | -0.9% | -$3,943 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $41.18万 | 0.17% | 11,381 | 312 | 2.8% | $1.13万 | 加仓 |
| LLY | ELI LILLY & CO | $39.49万 | 0.16% | 429 | 14 | 3.4% | $1.29万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $39.40万 | 0.16% | 510 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.00万 | 0.16% | 5,027 | -513 | -9.3% | -$3.98万 | 减仓 |
| QCOM | QUALCOMM INC | $38.97万 | 0.16% | 3,026 | 320 | 11.8% | $4.12万 | 加仓 |
| LOW | LOWES COS INC | $35.86万 | 0.15% | 1,518 | 235 | 18.3% | $5.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $35.33万 | 0.15% | 612 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $35.00万 | 0.15% | 1,462 | -1 | -0.1% | -$239 | 减仓 |
| KO | COCA COLA CO | $34.73万 | 0.14% | 4,566 | 4,566 | — | $34.73万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $34.11万 | 0.14% | 2,168 | 3 | 0.1% | $472 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $33.76万 | 0.14% | 2,578 | 3 | 0.1% | $393 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.38万 | 0.14% | 1,041 | -27 | -2.5% | -$8,659 | 减仓 |
| MUR | MURPHY OIL CORP | $32.44万 | 0.13% | 7,864 | 10 | 0.1% | $412 | 加仓 |
| DIS | DISNEY WALT CO | $32.37万 | 0.13% | 3,359 | 16 | 0.5% | $1,542 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.14万 | 0.13% | 3,131 | 948 | 43.4% | $9.73万 | 加仓 |
| NET | CLOUDFLARE INC | $32.11万 | 0.13% | 1,556 | 19 | 1.2% | $3,920 | 加仓 |
| VOO | VANGUARD INDEX FDS | $31.95万 | 0.13% | 535 | 158 | 41.9% | $9.43万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $31.76万 | 0.13% | 3,581 | 38 | 1.1% | $3,370 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $31.37万 | 0.13% | 914 | -2 | -0.2% | -$686 | 减仓 |
| GE | GE AEROSPACE | $30.73万 | 0.13% | 1,083 | 200 | 22.7% | $5.68万 | 加仓 |
| T | AT&T INC | $30.66万 | 0.13% | 10,575 | -755 | -6.7% | -$2.19万 | 减仓 |
| SHOP | SHOPIFY INC | $30.49万 | 0.13% | 2,570 | -53 | -2.0% | -$6,287 | 减仓 |
| SO | SOUTHERN CO | $30.28万 | 0.13% | 3,137 | -180 | -5.4% | -$1.74万 | 减仓 |