13F 机构持仓

WEST PACES ADVISORS INC.

ATLANTA GA · SEC CIK 0002004720

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 12.9%
IJH 11.0%
VIG 7.7%
AVEM 6.5%
TDTT 5.6%
IJR 4.6%
IEFA 4.4%
IEF 4.3%
AVSC 3.1%
SPY 2.9%

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
HROW HARROW INC COM $4,5440.00%107 107— $4,544 新建仓
LII LENNOX INTL INC COM $4,5840.00%8 8— $4,584 新建仓
IBN ICICI BANK LIMITED ADR $4,5870.00%158 158— $4,587 新建仓
SPOT SPOTIFY TECHNOLOGY S A SHS $4,5910.00%10 10— $4,591 新建仓
TLN TALEN ENERGY CORP COM $4,6110.00%12 12— $4,611 新建仓
MPTI M-TRON INDS INC COM $4,6600.00%47 47— $4,660 新建仓
IVZ INVESCO LTD SHS $4,6970.00%178 178— $4,697 新建仓
MNST MONSTER BEVERAGE CORP NEW COM $4,7100.00%49 49— $4,710 新建仓
PTLO PORTILLOS INC COM CL A $4,7400.00%1,000 1,000— $4,740 新建仓
— HORIZON KINETICS JAPAN OWNER OPERATOR ETF $4,7680.00%212 212— $4,768 新建仓
TD TORONTO DOMINION BK ONT COM NEW $4,8570.00%40 40— $4,857 新建仓
RPM RPM INTL INC COM $4,8910.00%44 44— $4,891 新建仓
BXP BXP INC COM $4,9070.00%74 74— $4,907 新建仓
BLDR BUILDERS FIRSTSOURCE INC COM $4,9210.00%55 55— $4,921 新建仓
GL GLOBE LIFE INC COM $5,0030.00%28 28— $5,003 新建仓
ACGL ARCH CAP GROUP LTD ORD $5,0470.00%52 52— $5,047 新建仓
XEL XCEL ENERGY INC COM $5,0590.00%63 63— $5,059 新建仓
TIC TIC SOLUTIONS INC COM $5,0890.00%629 629— $5,089 新建仓
NTRA NATERA INC COM $5,1580.00%19 19— $5,158 新建仓
WEX WEX INC COM $5,2200.00%37 37— $5,220 新建仓
ZTS ZOETIS INC CL A $5,3900.00%75 75— $5,390 新建仓
ABVX ABIVAX SA SPONSORED ADS $5,4640.00%41 41— $5,464 新建仓
RRX REGAL REXNORD CORPORATION COM $5,5090.00%23 23— $5,509 新建仓
U UNITY SOFTWARE INC COM $5,5160.00%193 193— $5,516 新建仓
CASY CASEYS GEN STORES INC COM $5,5640.00%7 7— $5,564 新建仓
NEM NEWMONT CORP COM $5,6040.00%60 60— $5,604 新建仓
TXT TEXTRON INC COM $5,7790.00%63 63— $5,779 新建仓
CARR CARRIER GLOBAL CORPORATION COM $5,7950.00%79 79— $5,795 新建仓
MIAX MIAMI INTL HLDGS INC COM $5,8340.00%157 157— $5,834 新建仓
MKL MARKEL GROUP INC COM $5,8590.00%3 3— $5,859 新建仓
QQQ INVESCO QQQ TRUST SERIES I $5,8910.00%8 8— $5,891 新建仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $5,9360.00%67 67— $5,936 新建仓
VRTX VERTEX PHARMACEUTICALS INC COM $5,9610.00%12 12— $5,961 新建仓
SWK STANLEY BLACK & DECKER INC COM $6,0240.00%64 64— $6,024 新建仓
GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF $6,1010.00%43 43— $6,101 新建仓
MAS MASCO CORP COM $6,1030.00%75 75— $6,103 新建仓
WSE WISE GROUP PLC ORD SHS CLASS A $6,1340.00%515 515— $6,134 新建仓
ICLR ICON PUB LTD CO SHS $6,2540.00%36 36— $6,254 新建仓
BN BROOKFIELD CORP CL A LTD VT SH $6,2610.00%147 147— $6,261 新建仓
NOW SERVICENOW INC COM $6,4530.00%65 65— $6,453 新建仓
BDX BECTON DICKINSON & CO COM $6,5070.00%43 43— $6,507 新建仓
FSLR FIRST SOLAR INC COM $6,6070.00%28 28— $6,607 新建仓
GWW WW GRAINGER INC COM $6,8020.00%5 5— $6,802 新建仓
AUR AURORA INNOVATION INC CLASS A COM $6,8200.00%1,000 1,000— $6,820 新建仓
AZN ASTRAZENECA PLC ORD $6,8260.00%36 36— $6,826 新建仓
EEM ISHARES MSCI EMERGING MARKETS ETF $6,8410.00%100 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC COM $6,9200.00%12 12— $6,920 新建仓
HLT HILTON WORLDWIDE HLDGS INC COM $6,9400.00%21 21— $6,940 新建仓
GM GENERAL MTRS CO COM $7,0910.00%92 92— $7,091 新建仓
VST VISTRA CORP COM $7,1380.00%45 45— $7,138 新建仓
WST WEST PHARMACEUTICAL SVSC INC COM $7,1800.00%20 20— $7,180 新建仓
ROST ROSS STORES INC COM $7,2370.00%34 34— $7,237 新建仓
ENB ENBRIDGE INC COM $7,2640.00%134 134— $7,264 新建仓
SE SEA LTD SPONSORD ADS $7,2830.00%76 76— $7,283 新建仓
VO VANGUARD MID-CAP ETF $7,3470.00%91 -493-84.4% -$3.98万 减仓
NI NISOURCE INC COM $7,4650.00%157 157— $7,465 新建仓
HEI/A HEICO CORP NEW CL A $7,4790.00%29 29— $7,479 新建仓
CCL CARNIVAL CORP LTD COMMON SHARES $7,4850.00%262 262— $7,485 新建仓
CDNS CADENCE DESIGN SYSTEM INC COM $7,5060.00%20 20— $7,506 新建仓
BRO BROWN & BROWN INC COM $7,5060.00%117 117— $7,506 新建仓
LHX L3HARRIS TECHNOLOGIES INC COM $7,5550.00%26 26— $7,555 新建仓
LYV LIVE NATION ENTERTAINMENT INC COM $7,6910.00%42 42— $7,691 新建仓
CIEN CIENA CORP COM NEW $7,8490.00%16 16— $7,849 新建仓
TKO TKO GROUP HOLDINGS INC CL A $7,8510.00%39 39— $7,851 新建仓
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $8,1270.00%85 11.2% $96 加仓
COIN COINBASE GLOBAL INC COM CL A $8,1870.00%56 56— $8,187 新建仓
APP APPLOVIN CORP COM CL A $8,2440.00%16 16— $8,244 新建仓
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A $8,3060.00%1,432 1,432— $8,306 新建仓
EQIX EQUINIX INC COM $8,3390.00%8 8— $8,339 新建仓
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $8,3450.00%153 153— $8,345 新建仓
AFL AFLAC INC COM $9,0280.00%77 77— $9,028 新建仓
WRB BERKLEY W R CORP COM $9,0980.00%129 129— $9,098 新建仓
STT STATE STR CORP COM $9,1580.00%54 54— $9,158 新建仓
SW SMURFIT WESTROCK PLC SHS $9,2520.00%200 200— $9,252 新建仓
RAL RALLIANT CORP COM $9,2770.00%126 126— $9,277 新建仓
LB LANDBRIDGE COMPANY LLC CL A $9,5360.00%120 120— $9,536 新建仓
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $9,5680.00%56 56— $9,568 新建仓
KKR KKR & CO INC COM $9,6370.00%105 105— $9,637 新建仓
LH LABCORP HOLDINGS INC COM SHS $9,8000.00%35 35— $9,800 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $9,9220.00%155 155— $9,922 新建仓
CINF CINCINNATI FINL CORP COM $9,9980.00%54 54— $9,998 新建仓
DOV DOVER CORP COM $1.03万0.00%46 46— $1.03万 新建仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $1.03万0.00%229 229— $1.03万 新建仓
INSM INSMED INC COM PAR $.01 $1.04万0.00%98 98— $1.04万 新建仓
KDP KEURIG DR PEPPER INC COM $1.08万0.00%329 329— $1.08万 新建仓
EFX EQUIFAX INC COM $1.11万0.00%70 70— $1.11万 新建仓
PHM PULTE GROUP INC COM $1.14万0.00%83 83— $1.14万 新建仓
ARTY ISHARES FUTURE AI & TECH ETF $1.14万0.00%150 150— $1.14万 新建仓
VLTO VERALTO CORP COM SHS $1.19万0.00%134 134— $1.19万 新建仓
TDG TRANSDIGM GROUP INC COM $1.20万0.00%9 9— $1.20万 新建仓
DTE DTE ENERGY CO COM $1.22万0.00%80 80— $1.22万 新建仓
DKNG DRAFTKINGS INC NEW COM CL A $1.25万0.00%495 495— $1.25万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $1.25万0.00%13 13— $1.25万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $1.28万0.00%330 330— $1.28万 新建仓
AIZ ASSURANT INC COM $1.29万0.00%48 48— $1.29万 新建仓
CMS CMS ENERGY CORP COM $1.30万0.00%170 170— $1.30万 新建仓
FIW FIRST TRUST WATER ETF $1.31万0.00%120 120— $1.31万 新建仓
VBK VANGUARD SMALL-CAP GROWTH ETF $1.32万0.00%36 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $1.32万0.00%54 54— $1.32万 新建仓
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $1.36万0.00%135 00.0% — 不变