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 |
|---|---|---|---|---|---|---|---|---|
| — | ENERGOUS CORP COM NEW | $1.41万 | 0.00% | 585 | 585 | — | $1.41万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $1.42万 | 0.00% | 180 | 180 | — | $1.42万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $1.46万 | 0.00% | 69 | 69 | — | $1.46万 | 新建仓 |
| VRSN | VERISIGN INC COM | $1.48万 | 0.00% | 59 | 59 | — | $1.48万 | 新建仓 |
| CCI | CROWN CASTLE INTL CORP | $1.51万 | 0.00% | 199 | 199 | — | $1.51万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $1.51万 | 0.00% | 2,560 | 2,560 | — | $1.51万 | 新建仓 |
| ADSK | AUTODESK INC COM | $1.56万 | 0.00% | 80 | 80 | — | $1.56万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.56万 | 0.00% | 25 | 25 | — | $1.56万 | 新建仓 |
| F | FORD MTR CO COM | $1.57万 | 0.00% | 1,126 | 1,126 | — | $1.57万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $1.58万 | 0.00% | 36 | 36 | — | $1.58万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $1.60万 | 0.00% | 145 | 145 | — | $1.60万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1.63万 | 0.00% | 940 | 940 | — | $1.63万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.64万 | 0.00% | 152 | 152 | — | $1.64万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $1.69万 | 0.00% | 101 | 101 | — | $1.69万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.71万 | 0.00% | 352 | 352 | — | $1.71万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.71万 | 0.00% | 123 | 123 | — | $1.71万 | 新建仓 |
| — | ELECTRONIC ARTS INC COM | $1.72万 | 0.00% | 84 | 84 | — | $1.72万 | 新建仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1.75万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $1.81万 | 0.00% | 124 | 124 | — | $1.81万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.88万 | 0.00% | 120 | 120 | — | $1.88万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $1.88万 | 0.00% | 276 | 276 | — | $1.88万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.89万 | 0.00% | 133 | 133 | — | $1.89万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.93万 | 0.00% | 132 | 132 | — | $1.93万 | 新建仓 |
| PCAR | PACCAR INC COM | $1.93万 | 0.00% | 161 | 161 | — | $1.93万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.95万 | 0.00% | 100 | 100 | — | $1.95万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.98万 | 0.00% | 26 | 26 | — | $1.98万 | 新建仓 |
| FISV | FISERV INC COM | $1.99万 | 0.00% | 406 | 406 | — | $1.99万 | 新建仓 |
| DOCU | DOCUSIGN INC COM | $2.00万 | 0.00% | 450 | 450 | — | $2.00万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $2.07万 | 0.00% | 272 | 272 | — | $2.07万 | 新建仓 |
| APA | APA CORPORATION COM | $2.09万 | 0.00% | 641 | 641 | — | $2.09万 | 新建仓 |
| FTNT | FORTINET INC COM | $2.21万 | 0.00% | 144 | 144 | — | $2.21万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $2.23万 | 0.00% | 480 | 480 | — | $2.23万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $2.24万 | 0.00% | 166 | 166 | — | $2.24万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $2.24万 | 0.00% | 169 | 169 | — | $2.24万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.30万 | 0.00% | 328 | 328 | — | $2.30万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $2.35万 | 0.00% | 79 | 79 | — | $2.35万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC COM | $2.40万 | 0.00% | 222 | 222 | — | $2.40万 | 新建仓 |
| VMC | VULCAN MATLS CO COM | $2.45万 | 0.00% | 83 | 83 | — | $2.45万 | 新建仓 |
| PPG | PPG INDS INC COM | $2.46万 | 0.00% | 203 | 203 | — | $2.46万 | 新建仓 |
| NOV | NOV INC COM | $2.49万 | 0.00% | 1,343 | 1,343 | — | $2.49万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $2.51万 | 0.00% | 606 | 606 | — | $2.51万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.72万 | 0.00% | 55 | 55 | — | $2.72万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $2.74万 | 0.00% | 102 | 102 | — | $2.74万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2.75万 | 0.00% | 1,096 | 1,096 | — | $2.75万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $2.82万 | 0.00% | 653 | 653 | — | $2.82万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $2.91万 | 0.00% | 162 | 162 | — | $2.91万 | 新建仓 |
| — | DIMENSIONAL US CORE EQUITY 1 ETF | $3.04万 | 0.01% | 371 | 371 | — | $3.04万 | 新建仓 |
| SNDK | SANDISK CORP COM | $3.18万 | 0.01% | 14 | 14 | — | $3.18万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP COM | $3.19万 | 0.01% | 50 | 50 | — | $3.19万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $3.20万 | 0.01% | 320 | 320 | — | $3.20万 | 新建仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $3.22万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $3.23万 | 0.01% | 115 | 115 | — | $3.23万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $3.27万 | 0.01% | 95 | 95 | — | $3.27万 | 新建仓 |
| COR | CENCORA INC COM | $3.31万 | 0.01% | 117 | 117 | — | $3.31万 | 新建仓 |
| PLD | PROLOGIS INC. COM | $3.33万 | 0.01% | 246 | 246 | — | $3.33万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $3.34万 | 0.01% | 246 | 246 | — | $3.34万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP COM | $3.34万 | 0.01% | 592 | 592 | — | $3.34万 | 新建仓 |
| CTVA | CORTEVA INC COM | $3.35万 | 0.01% | 395 | 395 | — | $3.35万 | 新建仓 |
| USB | US BANCORP COM NEW | $3.35万 | 0.01% | 555 | 555 | — | $3.35万 | 新建仓 |
| YUM | YUM BRANDS INC COM | $3.36万 | 0.01% | 210 | 210 | — | $3.36万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3.38万 | 0.01% | 994 | 994 | — | $3.38万 | 新建仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $3.39万 | 0.01% | 381 | 381 | — | $3.39万 | 新建仓 |
| HPQ | HP INC COM | $3.44万 | 0.01% | 1,568 | 1,568 | — | $3.44万 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $3.45万 | 0.01% | 162 | 162 | — | $3.45万 | 新建仓 |
| CB | CHUBB LIMITED COM | $3.48万 | 0.01% | 102 | 102 | — | $3.48万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3.51万 | 0.01% | 157 | 157 | — | $3.51万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $3.56万 | 0.01% | 163 | 163 | — | $3.56万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $3.58万 | 0.01% | 645 | 645 | — | $3.58万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $3.59万 | 0.01% | 452 | 452 | — | $3.59万 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $3.60万 | 0.01% | 220 | 220 | — | $3.60万 | 新建仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $3.64万 | 0.01% | 467 | 467 | — | $3.64万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $3.73万 | 0.01% | 648 | 648 | — | $3.73万 | 新建仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $3.76万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $3.78万 | 0.01% | 925 | 925 | — | $3.78万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $3.81万 | 0.01% | 606 | 606 | — | $3.81万 | 新建仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $3.85万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $3.85万 | 0.01% | 631 | 631 | — | $3.85万 | 新建仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $4.00万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP COM | $4.10万 | 0.01% | 399 | 399 | — | $4.10万 | 新建仓 |
| WELL | WELLTOWER INC COM | $4.11万 | 0.01% | 181 | 181 | — | $4.11万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4.14万 | 0.01% | 1,406 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $4.16万 | 0.01% | 321 | 321 | — | $4.16万 | 新建仓 |
| OSIS | OSI SYSTEMS INC COM | $4.29万 | 0.01% | 196 | 196 | — | $4.29万 | 新建仓 |
| MCO | MOODYS CORP COM | $4.39万 | 0.01% | 97 | 97 | — | $4.39万 | 新建仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4.41万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $4.46万 | 0.01% | 339 | 339 | — | $4.46万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.49万 | 0.01% | 1,060 | 1,060 | — | $4.49万 | 新建仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $4.55万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $4.61万 | 0.01% | 562 | 562 | — | $4.61万 | 新建仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $4.68万 | 0.01% | 340 | 340 | — | $4.68万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $4.73万 | 0.01% | 214 | 214 | — | $4.73万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $4.79万 | 0.01% | 214 | 214 | — | $4.79万 | 新建仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $4.83万 | 0.01% | 365 | 365 | — | $4.83万 | 新建仓 |
| MMM | 3M CO COM | $4.94万 | 0.01% | 305 | 305 | — | $4.94万 | 新建仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $5.03万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $5.08万 | 0.01% | 371 | 371 | — | $5.08万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $5.12万 | 0.01% | 201 | 201 | — | $5.12万 | 新建仓 |
| MET | METLIFE INC COM | $5.12万 | 0.01% | 605 | 605 | — | $5.12万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $5.13万 | 0.01% | 560 | 560 | — | $5.13万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5.19万 | 0.01% | 564 | 564 | — | $5.19万 | 新建仓 |