WEST PACES ADVISORS INC.
ATLANTA GA · SEC CIK 0002004720
$5.96亿2026Q2 申报市值
765持仓数
63.0%前十大占比 · 第一大 12.9%
564 / 2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
AGG 新建仓+$464.96万
VIG 加仓+$188.23万
KO 加仓+$178.22万
TDTT 加仓+$178.21万
XOM 新建仓+$134.00万
2026Q2 卖出最多 按季末市值估算
IEF 减仓-$314.86万
ONESTREAM INC 清仓-$204.52万
EXXON MOBIL CORP 清仓-$169.96万
AVEM 减仓-$90.38万
SCHC 减仓-$60.20万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $7,675.79万 | 12.88% | 111,760 | 1,092 | 1.0% | $75.00万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $6,574.82万 | 11.03% | 852,655 | 11,543 | 1.4% | $89.01万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4,570.44万 | 7.67% | 193,155 | 7,955 | 4.3% | $188.23万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $3,870.97万 | 6.49% | 401,179 | -9,367 | -2.3% | -$90.38万 | 减仓 |
| TDTT | FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | $3,364.43万 | 5.64% | 1,407,121 | 74,534 | 5.6% | $178.21万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,738.56万 | 4.59% | 184,651 | -4,057 | -2.1% | -$60.17万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2,613.08万 | 4.38% | 270,561 | 5,085 | 1.9% | $49.11万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2,570.85万 | 4.31% | 271,846 | -33,294 | -10.9% | -$314.86万 | 减仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $1,871.14万 | 3.14% | 255,132 | 1,053 | 0.4% | $7.72万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,724.86万 | 2.89% | 23,098 | -284 | -1.2% | -$21.21万 | 减仓 |
| KO | COCA COLA CO COM | $1,071.00万 | 1.80% | 131,783 | 21,929 | 20.0% | $178.22万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $857.87万 | 1.44% | 169,640 | 6,287 | 3.8% | $31.79万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $757.54万 | 1.27% | 17,766 | -95 | -0.5% | -$4.05万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $751.68万 | 1.26% | 20,314 | 490 | 2.5% | $18.13万 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $712.76万 | 1.20% | 148,122 | -12,511 | -7.8% | -$60.20万 | 减仓 |
| AAPL | APPLE INC COM | $579.07万 | 0.97% | 20,012 | -454 | -2.2% | -$13.14万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $514.15万 | 0.86% | 6,865 | -335 | -4.7% | -$25.09万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $464.96万 | 0.78% | 46,975 | 46,975 | — | $464.96万 | 新建仓 |
| MSFT | MICROSOFT CORP COM | $423.16万 | 0.71% | 11,344 | 240 | 2.2% | $8.95万 | 加仓 |
| VTIP | VANGUARD ST INFLATION PROTECTED ETF | $409.43万 | 0.69% | 81,510 | -299 | -0.4% | -$1.50万 | 减仓 |
| AVGO | BROADCOM INC COM | $380.43万 | 0.64% | 10,071 | 140 | 1.4% | $5.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $367.20万 | 0.62% | 11,218 | 264 | 2.4% | $8.64万 | 加仓 |
| CSX | CSX CORP COM | $365.67万 | 0.61% | 76,935 | 5 | 0.0% | $238 | 加仓 |
| HD | HOME DEPOT INC COM | $360.58万 | 0.60% | 10,224 | -122 | -1.2% | -$4.30万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $338.22万 | 0.57% | 10,751 | 5 | 0.0% | $1,573 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $336.14万 | 0.56% | 9,514 | 120 | 1.3% | $4.24万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $328.56万 | 0.55% | 4,671 | 109 | 2.4% | $7.67万 | 加仓 |
| SO | SOUTHERN CO COM | $320.41万 | 0.54% | 33,477 | -270 | -0.8% | -$2.58万 | 减仓 |
| LLY | ELI LILLY & CO COM | $291.01万 | 0.49% | 2,426 | -70 | -2.8% | -$8.40万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $281.36万 | 0.47% | 97,156 | -1,472 | -1.5% | -$4.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $270.87万 | 0.45% | 13,537 | 1,478 | 12.3% | $29.57万 | 加仓 |
| DFIS | DFA INTERNATIONAL SMALL CAP ETF | $268.84万 | 0.45% | 76,747 | 35,180 | 84.6% | $123.24万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $254.96万 | 0.43% | 92,045 | -1,871 | -2.0% | -$5.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $248.46万 | 0.42% | 9,783 | -396 | -3.9% | -$10.06万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $243.52万 | 0.41% | 6,814 | 40 | 0.6% | $1.43万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $236.69万 | 0.40% | 31,099 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $231.83万 | 0.39% | 9,727 | 311 | 3.3% | $7.41万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $215.13万 | 0.36% | 59,329 | -693 | -1.2% | -$2.51万 | 减仓 |
| CSCO | CISCO SYS INC COM | $209.84万 | 0.35% | 17,865 | 1,428 | 8.7% | $16.77万 | 加仓 |
| ABBV | ABBVIE INC COM | $203.58万 | 0.34% | 8,090 | -90 | -1.1% | -$2.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $200.39万 | 0.34% | 13,666 | -107 | -0.8% | -$1.57万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $198.10万 | 0.33% | 14,404 | 1,456 | 11.2% | $20.02万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $179.41万 | 0.30% | 16,263 | 1,659 | 11.4% | $18.30万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $168.48万 | 0.28% | 30,000 | -9,512 | -24.1% | -$53.42万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $168.05万 | 0.28% | 10,138 | 716 | 7.6% | $11.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $164.31万 | 0.28% | 3,953 | 735 | 22.8% | $30.55万 | 加仓 |
| CMI | CUMMINS INC COM | $159.20万 | 0.27% | 2,232 | 751 | 50.7% | $53.57万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $154.72万 | 0.26% | 42,824 | -3,825 | -8.2% | -$13.82万 | 减仓 |
| CAT | CATERPILLAR INC COM | $142.48万 | 0.24% | 1,338 | -58 | -4.2% | -$6.18万 | 减仓 |
| REG | REGENCY CTRS CORP COM | $140.62万 | 0.24% | 17,635 | -2,500 | -12.4% | -$19.94万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $137.21万 | 0.23% | 5,573 | 1,611 | 40.7% | $39.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $135.25万 | 0.23% | 15,410 | 297 | 2.0% | $2.61万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $134.32万 | 0.23% | 18,068 | 189 | 1.1% | $1.41万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $134.00万 | 0.22% | 9,801 | 9,801 | — | $134.00万 | 新建仓 |
| TSM | TAIWAN SEMI MANUFACTURING | $131.33万 | 0.22% | 2,750 | 264 | 10.6% | $12.61万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $125.92万 | 0.21% | 22,099 | -229 | -1.0% | -$1.30万 | 减仓 |
| GLW | CORNING INC COM | $124.84万 | 0.21% | 4,887 | -1,023 | -17.3% | -$26.13万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $121.04万 | 0.20% | 3,667 | -546 | -13.0% | -$18.02万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $118.94万 | 0.20% | 14,486 | 335 | 2.4% | $2.75万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $116.30万 | 0.20% | 2,840 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $115.23万 | 0.19% | 1,232 | -34 | -2.7% | -$3.18万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $111.19万 | 0.19% | 8,955 | -581 | -6.1% | -$7.21万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $108.75万 | 0.18% | 10,469 | 7,490 | 251.4% | $77.81万 | 加仓 |
| NUE | NUCOR CORP COM | $108.23万 | 0.18% | 4,859 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $103.19万 | 0.17% | 894 | -47 | -5.0% | -$5.43万 | 减仓 |
| V | VISA INC COM CL A | $101.86万 | 0.17% | 2,969 | -36 | -1.2% | -$1.24万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $101.56万 | 0.17% | 27,546 | -371 | -1.3% | -$1.37万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $94.97万 | 0.16% | 3,186 | -441 | -12.2% | -$13.15万 | 减仓 |
| MCD | MCDONALDS CORP COM | $94.32万 | 0.16% | 3,489 | -247 | -6.6% | -$6.68万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $87.55万 | 0.15% | 8,223 | 4,688 | 132.6% | $49.91万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $87.06万 | 0.15% | 5,008 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $86.75万 | 0.15% | 14,905 | -111 | -0.7% | -$6,460 | 减仓 |
| WMT | WALMART INC COM | $86.38万 | 0.14% | 7,627 | 77 | 1.0% | $8,721 | 加仓 |
| TFC | TRUIST FINL CORP COM | $86.36万 | 0.14% | 17,334 | -2,000 | -10.3% | -$9.96万 | 减仓 |
| MRK | MERCK & CO INC COM | $86.31万 | 0.14% | 6,717 | -860 | -11.4% | -$11.05万 | 减仓 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $85.78万 | 0.14% | 11,554 | -541 | -4.5% | -$4.02万 | 减仓 |
| ETN | EATON CORP PLC SHS | $84.67万 | 0.14% | 1,987 | -144 | -6.8% | -$6.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $83.31万 | 0.14% | 14,403 | -1,164 | -7.5% | -$6.73万 | 减仓 |
| GLD | SPDR GOLD SHARES | $83.18万 | 0.14% | 2,258 | -100 | -4.2% | -$3.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $79.24万 | 0.13% | 1,364 | -66 | -4.6% | -$3.83万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $79.19万 | 0.13% | 10,020 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $74.70万 | 0.13% | 8,057 | 785 | 10.8% | $7.28万 | 加仓 |
| META | FACEBOOK CL A | $74.02万 | 0.12% | 1,314 | 22 | 1.7% | $1.24万 | 加仓 |
| RTX | RTX CORPORATION COM | $72.68万 | 0.12% | 3,831 | -68 | -1.7% | -$1.29万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $71.92万 | 0.12% | 12,049 | 7,557 | 168.2% | $45.11万 | 加仓 |
| TRGP | TARGA RES CORP COM | $68.75万 | 0.12% | 2,564 | 847 | 49.3% | $22.71万 | 加仓 |
| UNP | UNION PAC CORP COM | $66.15万 | 0.11% | 2,432 | 21 | 0.9% | $5,712 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $65.68万 | 0.11% | 1,854 | 250 | 15.6% | $8.86万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $63.10万 | 0.11% | 2,817 | 35 | 1.3% | $7,839 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $62.39万 | 0.10% | 2,077 | 283 | 15.8% | $8.50万 | 加仓 |
| PEP | PEPSICO INC COM | $61.36万 | 0.10% | 4,532 | -200 | -4.2% | -$2.71万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $58.05万 | 0.10% | 3,714 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $57.95万 | 0.10% | 3,203 | 337 | 11.8% | $6.10万 | 加仓 |
| CME | CME GROUP INC COM | $57.33万 | 0.10% | 2,596 | 75 | 3.0% | $1.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $57.04万 | 0.10% | 1,140 | 17 | 1.5% | $8,507 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $56.34万 | 0.09% | 3,702 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $54.86万 | 0.09% | 2,028 | 51 | 2.6% | $1.38万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $54.37万 | 0.09% | 2,697 | 300 | 12.5% | $6.05万 | 加仓 |
| GRMN | GARMIN LTD SHS | $53.90万 | 0.09% | 2,269 | 1,068 | 88.9% | $25.37万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $53.36万 | 0.09% | 4,569 | 27 | 0.6% | $3,153 | 加仓 |