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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $5.25万 | 0.01% | 560 | 560 | — | $5.25万 | 新建仓 |
| DG | DOLLAR GEN CORP COM | $5.30万 | 0.01% | 460 | 460 | — | $5.30万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.45万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $5.51万 | 0.01% | 1,500 | 1,500 | — | $5.51万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $5.65万 | 0.01% | 146 | 146 | — | $5.65万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $5.73万 | 0.01% | 796 | 796 | — | $5.73万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $5.78万 | 0.01% | 165 | 165 | — | $5.78万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.78万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $5.82万 | 0.01% | 269 | 269 | — | $5.82万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $5.95万 | 0.01% | 645 | 645 | — | $5.95万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $6.01万 | 0.01% | 118 | 118 | — | $6.01万 | 新建仓 |
| EBAY | EBAY INC. COM | $6.02万 | 0.01% | 539 | 539 | — | $6.02万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $6.06万 | 0.01% | 650 | 650 | — | $6.06万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6.06万 | 0.01% | 146 | 146 | — | $6.06万 | 新建仓 |
| INTU | INTUIT COM | $6.08万 | 0.01% | 233 | 233 | — | $6.08万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $6.12万 | 0.01% | 1,690 | 1,690 | — | $6.12万 | 新建仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $6.16万 | 0.01% | 377 | 377 | — | $6.16万 | 新建仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $6.19万 | 0.01% | 496 | -157 | -24.0% | -$1.96万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $6.33万 | 0.01% | 138 | 138 | — | $6.33万 | 新建仓 |
| CAH | CARDINAL HEALTH INC COM | $6.37万 | 0.01% | 268 | 268 | — | $6.37万 | 新建仓 |
| PFE | PFIZER INC COM | $6.51万 | 0.01% | 2,704 | 2,704 | — | $6.51万 | 新建仓 |
| FDX | FEDEX CORP COM | $6.61万 | 0.01% | 211 | 211 | — | $6.61万 | 新建仓 |
| TILT | FLEXSHARES US MARKET TILT ETF | $6.71万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $6.74万 | 0.01% | 378 | 378 | — | $6.74万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $6.88万 | 0.01% | 169 | 169 | — | $6.88万 | 新建仓 |
| BX | BLACKSTONE INC COM | $7.00万 | 0.01% | 595 | 595 | — | $7.00万 | 新建仓 |
| IEX | IDEX CORP COM | $7.04万 | 0.01% | 310 | 310 | — | $7.04万 | 新建仓 |
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $7.04万 | 0.01% | 1,450 | 1,450 | — | $7.04万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $7.09万 | 0.01% | 515 | 515 | — | $7.09万 | 新建仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $7.21万 | 0.01% | 1,563 | -169 | -9.8% | -$7,799 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $7.30万 | 0.01% | 294 | 294 | — | $7.30万 | 新建仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $7.62万 | 0.01% | 313 | -261 | -45.5% | -$6.35万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $7.75万 | 0.01% | 209 | 209 | — | $7.75万 | 新建仓 |
| ADBE | ADOBE INC COM | $7.77万 | 0.01% | 379 | 379 | — | $7.77万 | 新建仓 |
| VTR | VENTAS INC COM | $7.84万 | 0.01% | 883 | 883 | — | $7.84万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $7.99万 | 0.01% | 236 | -401 | -63.0% | -$13.57万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP COM | $8.09万 | 0.01% | 1,895 | -395 | -17.2% | -$1.69万 | 重新持有 |
| NKE | NIKE INC CL B | $8.28万 | 0.01% | 2,016 | 2,016 | — | $8.28万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $8.28万 | 0.01% | 263 | 263 | — | $8.28万 | 新建仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $8.31万 | 0.01% | 286 | 286 | — | $8.31万 | 新建仓 |
| T | AT&T INC COM | $8.41万 | 0.01% | 4,062 | 4,062 | — | $8.41万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.45万 | 0.01% | 2,539 | 2,539 | — | $8.45万 | 新建仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $8.51万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $8.53万 | 0.01% | 850 | 850 | — | $8.53万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $8.58万 | 0.01% | 505 | 505 | — | $8.58万 | 新建仓 |
| AZO | AUTOZONE INC COM | $8.63万 | 0.01% | 27 | 27 | — | $8.63万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $8.68万 | 0.01% | 2,745 | 2,745 | — | $8.68万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $8.89万 | 0.01% | 1,498 | 1,498 | — | $8.89万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.96万 | 0.02% | 1,687 | 1 | 0.1% | $53 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $9.35万 | 0.02% | 319 | -847 | -72.6% | -$24.83万 | 重新持有 |
| ABT | ABBOTT LABORATORIES COM | $9.53万 | 0.02% | 1,050 | 1,050 | — | $9.53万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $9.53万 | 0.02% | 564 | 564 | — | $9.53万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $9.54万 | 0.02% | 3,888 | 3,888 | — | $9.54万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $9.61万 | 0.02% | 369 | 369 | — | $9.61万 | 新建仓 |
| TPR | TAPESTRY INC COM | $9.66万 | 0.02% | 660 | 660 | — | $9.66万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $9.86万 | 0.02% | 953 | 953 | — | $9.86万 | 新建仓 |
| DE | DEERE & CO COM | $10.09万 | 0.02% | 159 | 159 | — | $10.09万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $10.09万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| RES | RPC INC COM | $10.17万 | 0.02% | 17,450 | -3,550 | -16.9% | -$2.07万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $10.53万 | 0.02% | 2,000 | 2,000 | — | $10.53万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $10.60万 | 0.02% | 733 | 733 | — | $10.60万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $10.71万 | 0.02% | 1,320 | 1,320 | — | $10.71万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $10.77万 | 0.02% | 483 | 483 | — | $10.77万 | 新建仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $10.78万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $11.34万 | 0.02% | 1,033 | 1,033 | — | $11.34万 | 新建仓 |
| HUM | HUMANA INC COM | $11.40万 | 0.02% | 287 | 287 | — | $11.40万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $11.59万 | 0.02% | 1,149 | 1,149 | — | $11.59万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $11.70万 | 0.02% | 1,526 | 1,526 | — | $11.70万 | 新建仓 |
| LOW | LOWES COS INC COM | $11.77万 | 0.02% | 534 | 534 | — | $11.77万 | 新建仓 |
| TJX | TJX COS INC NEW COM | $12.15万 | 0.02% | 802 | 802 | — | $12.15万 | 新建仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $12.40万 | 0.02% | 5,030 | -1,020 | -16.9% | -$2.52万 | 减仓 |
| CRM | SALESFORCE INC COM | $12.53万 | 0.02% | 800 | -27 | -3.3% | -$4,230 | 重新持有 |
| APH | AMPHENOL CORP CL A | $12.62万 | 0.02% | 716 | 716 | — | $12.62万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $13.36万 | 0.02% | 1,285 | 1,285 | — | $13.36万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC COM | $13.40万 | 0.02% | 804 | 804 | — | $13.40万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $13.51万 | 0.02% | 1,214 | 1,214 | — | $13.51万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $13.75万 | 0.02% | 1,660 | 1,660 | — | $13.75万 | 新建仓 |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $13.86万 | 0.02% | 2,903 | 2,903 | — | $13.86万 | 新建仓 |
| TGT | TARGET CORP COM | $13.88万 | 0.02% | 1,063 | 1,063 | — | $13.88万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $13.91万 | 0.02% | 994 | 994 | — | $13.91万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $14.38万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $14.76万 | 0.02% | 1,667 | 1,667 | — | $14.76万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $14.81万 | 0.02% | 1,378 | 1,378 | — | $14.81万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $14.98万 | 0.03% | 948 | 948 | — | $14.98万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $15.16万 | 0.03% | 129 | 129 | — | $15.16万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $15.75万 | 0.03% | 520 | 520 | — | $15.75万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $16.18万 | 0.03% | 160 | 160 | — | $16.18万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $16.93万 | 0.03% | 1,441 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $17.31万 | 0.03% | 180 | 180 | — | $17.31万 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $17.51万 | 0.03% | 2,330 | -670 | -22.3% | -$5.04万 | 减仓 |
| CI | THE CIGNA GROUP COM | $17.86万 | 0.03% | 648 | 648 | — | $17.86万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $18.07万 | 0.03% | 251 | 251 | — | $18.07万 | 新建仓 |
| LIN | LINDE PLC SHS | $18.58万 | 0.03% | 358 | 358 | — | $18.58万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $18.58万 | 0.03% | 1,509 | 36 | 2.4% | $4,433 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $18.78万 | 0.03% | 1,375 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $19.02万 | 0.03% | 1,141 | -1,405 | -55.2% | -$23.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $19.17万 | 0.03% | 562 | 562 | — | $19.17万 | 新建仓 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $19.18万 | 0.03% | 1,819 | -91 | -4.8% | -$9,595 | 减仓 |
| ALL | ALLSTATE CORP COM | $19.77万 | 0.03% | 831 | 831 | — | $19.77万 | 新建仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $20.12万 | 0.03% | 3,945 | 295 | 8.1% | $1.50万 | 加仓 |