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 |
|---|---|---|---|---|---|---|---|---|
| XYZ | BLOCK INC CL A | $2,280 | 0.00% | 30 | 30 | — | $2,280 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO COM | $2,316 | 0.00% | 30 | 30 | — | $2,316 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $2,325 | 0.00% | 16 | 16 | — | $2,325 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $2,340 | 0.00% | 8 | 8 | — | $2,340 | 新建仓 |
| M | MACYS INC COM | $2,355 | 0.00% | 100 | 100 | — | $2,355 | 新建仓 |
| NDSN | NORDSON CORP COM | $2,414 | 0.00% | 8 | 8 | — | $2,414 | 新建仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $2,425 | 0.00% | 50 | 50 | — | $2,425 | 新建仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $2,426 | 0.00% | 58 | 58 | — | $2,426 | 新建仓 |
| GTLB | GITLAB INC CLASS A COM | $2,442 | 0.00% | 80 | 80 | — | $2,442 | 新建仓 |
| NGVT | INGEVITY CORP COM | $2,464 | 0.00% | 33 | 33 | — | $2,464 | 新建仓 |
| ATR | APTARGROUP INC COM | $2,504 | 0.00% | 20 | 20 | — | $2,504 | 新建仓 |
| RMD | RESMED INC COM | $2,533 | 0.00% | 13 | 13 | — | $2,533 | 新建仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $2,550 | 0.00% | 42 | 42 | — | $2,550 | 新建仓 |
| CLS | CELESTICA INC COM | $2,554 | 0.00% | 7 | 7 | — | $2,554 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $2,568 | 0.00% | 41 | 41 | — | $2,568 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $2,592 | 0.00% | 21 | 21 | — | $2,592 | 新建仓 |
| — | MINDWALK HOLDINGS CORP COM | $2,631 | 0.00% | 1,665 | 1,665 | — | $2,631 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $2,632 | 0.00% | 5 | 5 | — | $2,632 | 新建仓 |
| AME | AMETEK INC COM | $2,661 | 0.00% | 11 | 11 | — | $2,661 | 新建仓 |
| SNPS | SYNOPSYS INC COM | $2,676 | 0.00% | 6 | 6 | — | $2,676 | 新建仓 |
| TWLO | TWILIO INC CL A | $2,682 | 0.00% | 13 | 13 | — | $2,682 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $2,701 | 0.00% | 75 | 75 | — | $2,701 | 新建仓 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2,711 | 0.00% | 100 | 100 | — | $2,711 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $2,714 | 0.00% | 35 | 35 | — | $2,714 | 新建仓 |
| QURE | UNIQURE NV SHS | $2,718 | 0.00% | 59 | 59 | — | $2,718 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $2,722 | 0.00% | 27 | 27 | — | $2,722 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $2,726 | 0.00% | 69 | 69 | — | $2,726 | 新建仓 |
| TROW | T ROWE PRICE GROUP INC | $2,729 | 0.00% | 24 | 24 | — | $2,729 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $2,745 | 0.00% | 138 | 138 | — | $2,745 | 新建仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $2,759 | 0.00% | 15 | 15 | — | $2,759 | 新建仓 |
| BLTE | BELITE BIO INC SPONSORED ADS | $2,772 | 0.00% | 18 | 18 | — | $2,772 | 新建仓 |
| JLL | JONES LANG LASALLE INC COM | $2,790 | 0.00% | 9 | 9 | — | $2,790 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,792 | 0.00% | 39 | 39 | — | $2,792 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $2,799 | 0.00% | 36 | 36 | — | $2,799 | 新建仓 |
| MSCI | MSCI INC COM | $2,800 | 0.00% | 5 | 5 | — | $2,800 | 新建仓 |
| LPLA | LPL FINL HLDGS INC COM | $2,817 | 0.00% | 10 | 10 | — | $2,817 | 新建仓 |
| IP | INTERNATIONAL PAPER CO COM | $2,858 | 0.00% | 75 | 75 | — | $2,858 | 新建仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $2,859 | 0.00% | 214 | 214 | — | $2,859 | 新建仓 |
| CLX | CLOROX CO DEL COM | $2,863 | 0.00% | 30 | 30 | — | $2,863 | 新建仓 |
| LSTR | LANDSTAR SYS INC COM | $2,895 | 0.00% | 14 | 14 | — | $2,895 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $2,915 | 0.00% | 65 | 65 | — | $2,915 | 新建仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2,957 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $2,985 | 0.00% | 33 | 33 | — | $2,985 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $3,000 | 0.00% | 12 | 12 | — | $3,000 | 新建仓 |
| VEEV | VEEVA SYS INC CL A COM | $3,017 | 0.00% | 17 | 17 | — | $3,017 | 新建仓 |
| OMC | OMNICOM GROUP INC COM | $3,059 | 0.00% | 42 | 42 | — | $3,059 | 新建仓 |
| TRP | TC ENERGY CORP COM | $3,116 | 0.00% | 47 | 47 | — | $3,116 | 新建仓 |
| KEX | KIRBY CORP COM | $3,127 | 0.00% | 23 | 23 | — | $3,127 | 新建仓 |
| RBRK | RUBRIK INC. CL A | $3,131 | 0.00% | 39 | 39 | — | $3,131 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $3,140 | 0.00% | 33 | 33 | — | $3,140 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $3,190 | 0.00% | 159 | 159 | — | $3,190 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3,192 | 0.00% | 15 | 15 | — | $3,192 | 新建仓 |
| BIDU | BAIDU INC SPON ADR REP A | $3,200 | 0.00% | 28 | 28 | — | $3,200 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $3,209 | 0.00% | 90 | 90 | — | $3,209 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $3,235 | 0.00% | 36 | 36 | — | $3,235 | 新建仓 |
| MAT | MATTEL INC COM | $3,262 | 0.00% | 235 | 235 | — | $3,262 | 新建仓 |
| MHK | MOHAWK INDS INC COM | $3,276 | 0.00% | 27 | 27 | — | $3,276 | 新建仓 |
| H | HYATT HOTELS CORP COM CL A | $3,295 | 0.00% | 17 | 17 | — | $3,295 | 新建仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $3,315 | 0.00% | 40 | 40 | — | $3,315 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $3,322 | 0.00% | 59 | 59 | — | $3,322 | 新建仓 |
| VPU | VANGUARD UTILITIES ETF | $3,327 | 0.00% | 17 | 17 | — | $3,327 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $3,358 | 0.00% | 39 | 39 | — | $3,358 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3,359 | 0.00% | 35 | 35 | — | $3,359 | 新建仓 |
| RELY | REMITLY GLOBAL INC COM | $3,362 | 0.00% | 150 | 150 | — | $3,362 | 新建仓 |
| — | PERMA-PIPE INTL HLDGS INC COM | $3,404 | 0.00% | 125 | 125 | — | $3,404 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $3,432 | 0.00% | 4 | 4 | — | $3,432 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $3,445 | 0.00% | 20 | 20 | — | $3,445 | 新建仓 |
| CF | CF INDUSTRIES HOLD COM | $3,464 | 0.00% | 32 | 32 | — | $3,464 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $3,490 | 0.00% | 103 | 103 | — | $3,490 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $3,541 | 0.00% | 435 | 435 | — | $3,541 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $3,560 | 0.00% | 15 | 15 | — | $3,560 | 新建仓 |
| — | CREXENDO INC COM | $3,563 | 0.00% | 477 | 477 | — | $3,563 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $3,635 | 0.00% | 205 | 205 | — | $3,635 | 新建仓 |
| SEIC | SEI INVTS CO COM | $3,684 | 0.00% | 42 | 42 | — | $3,684 | 新建仓 |
| BURL | BURLINGTON STORES INC COM | $3,802 | 0.00% | 12 | 12 | — | $3,802 | 新建仓 |
| ARMK | ARAMARK COM | $3,812 | 0.00% | 67 | 67 | — | $3,812 | 新建仓 |
| FLYW | FLYWIRE CORPORATION COM VTG | $3,830 | 0.00% | 218 | 218 | — | $3,830 | 新建仓 |
| KEY | KEYCORP COM | $3,872 | 0.00% | 168 | 168 | — | $3,872 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $3,889 | 0.00% | 101 | 101 | — | $3,889 | 新建仓 |
| BIIB | BIOGEN INC COM | $3,889 | 0.00% | 18 | 18 | — | $3,889 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $3,899 | 0.00% | 45 | 45 | — | $3,899 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $3,901 | 0.00% | 33 | 33 | — | $3,901 | 新建仓 |
| HAL | HALLIBURTON CO COM | $3,938 | 0.00% | 116 | 116 | — | $3,938 | 新建仓 |
| LEN | LENNAR CORP CL A | $3,982 | 0.00% | 44 | 44 | — | $3,982 | 新建仓 |
| EQT | EQT CORP COM | $4,010 | 0.00% | 75 | 75 | — | $4,010 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $4,068 | 0.00% | 52 | 52 | — | $4,068 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $4,075 | 0.00% | 85 | 85 | — | $4,075 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC COM | $4,079 | 0.00% | 50 | 50 | — | $4,079 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $4,106 | 0.00% | 91 | 1 | 1.1% | $45 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $4,126 | 0.00% | 54 | 54 | — | $4,126 | 新建仓 |
| ENTG | ENTEGRIS INC COM | $4,137 | 0.00% | 23 | 23 | — | $4,137 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $4,144 | 0.00% | 61 | 61 | — | $4,144 | 新建仓 |
| CACI | CACI INTL INC CL A | $4,169 | 0.00% | 9 | 9 | — | $4,169 | 新建仓 |
| GIS | GENERAL MILLS INC COM | $4,211 | 0.00% | 121 | 121 | — | $4,211 | 新建仓 |
| UBS | UBS GROUP AG SHS | $4,213 | 0.00% | 85 | 85 | — | $4,213 | 新建仓 |
| — | CARECLOUD INC COM | $4,240 | 0.00% | 2,000 | 2,000 | — | $4,240 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $4,286 | 0.00% | 47 | 47 | — | $4,286 | 新建仓 |
| — | TECHPRECISION CORP COM NEW | $4,370 | 0.00% | 834 | 834 | — | $4,370 | 新建仓 |
| EIX | EDISON INTL COM | $4,467 | 0.00% | 60 | 60 | — | $4,467 | 新建仓 |
| MTB | M & T BK CORP COM | $4,522 | 0.00% | 19 | 19 | — | $4,522 | 新建仓 |