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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP COM NEW | $20.32万 | 0.03% | 469 | 469 | — | $20.32万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $20.66万 | 0.03% | 1,118 | -64 | -5.4% | -$1.18万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $20.67万 | 0.03% | 611 | 10 | 1.7% | $3,383 | 重新持有 |
| ECL | ECOLAB INC COM | $20.87万 | 0.04% | 749 | 749 | — | $20.87万 | 新建仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $21.37万 | 0.04% | 4,429 | -673 | -13.2% | -$3.25万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $21.40万 | 0.04% | 585 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $21.75万 | 0.04% | 1,864 | 123 | 7.1% | $1.44万 | 加仓 |
| INTC | INTEL CORP COM | $21.75万 | 0.04% | 1,558 | 1,558 | — | $21.75万 | 新建仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $21.77万 | 0.04% | 2,546 | 2,546 | — | $21.77万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $21.93万 | 0.04% | 6,300 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $22.06万 | 0.04% | 665 | -94 | -12.4% | -$3.12万 | 减仓 |
| — | INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST | $22.13万 | 0.04% | 1,734 | 65 | 3.9% | $8,297 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $22.30万 | 0.04% | 228 | 228 | — | $22.30万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $22.38万 | 0.04% | 3,134 | -126 | -3.9% | -$8,996 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $22.66万 | 0.04% | 3,669 | 218 | 6.3% | $1.35万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $22.85万 | 0.04% | 2,765 | 14 | 0.5% | $1,157 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $22.98万 | 0.04% | 451 | -802 | -64.0% | -$40.86万 | 减仓 |
| AYI | ACUITY INC COM | $23.32万 | 0.04% | 619 | 619 | — | $23.32万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $23.78万 | 0.04% | 598 | 5 | 0.8% | $1,988 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $23.81万 | 0.04% | 475 | -27 | -5.4% | -$1.35万 | 减仓 |
| OKE | ONEOK INC NEW COM | $24.07万 | 0.04% | 2,769 | -188 | -6.4% | -$1.63万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $24.41万 | 0.04% | 475 | 5 | 1.1% | $2,569 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $24.82万 | 0.04% | 1,237 | 1 | 0.1% | $201 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $24.82万 | 0.04% | 1,024 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $25.04万 | 0.04% | 1,149 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $25.32万 | 0.04% | 3,029 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $25.58万 | 0.04% | 2,056 | -61 | -2.9% | -$7,591 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $26.29万 | 0.04% | 662 | 6 | 0.9% | $2,383 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $28.07万 | 0.05% | 2,222 | 53 | 2.4% | $6,696 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $28.23万 | 0.05% | 8,903 | 7 | 0.1% | $222 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $28.32万 | 0.05% | 1,355 | -9 | -0.7% | -$1,881 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $29.27万 | 0.05% | 4,108 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $29.62万 | 0.05% | 1,555 | 6 | 0.4% | $1,143 | 加仓 |
| GPC | GENUINE PARTS CO COM | $31.01万 | 0.05% | 2,628 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $31.38万 | 0.05% | 9,815 | 73 | 0.7% | $2,334 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $31.73万 | 0.05% | 10,505 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $32.63万 | 0.05% | 164 | 5 | 3.1% | $9,947 | 加仓 |
| GE | GE AEROSPACE COM NEW | $33.22万 | 0.06% | 889 | -52 | -5.5% | -$1.94万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $33.38万 | 0.06% | 2,842 | -1,395 | -32.9% | -$16.38万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $34.22万 | 0.06% | 1,129 | 1,057 | 1,468.1% | $32.04万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $34.67万 | 0.06% | 1,510 | 10 | 0.7% | $2,296 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $35.38万 | 0.06% | 1,857 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $35.74万 | 0.06% | 473 | 1 | 0.2% | $756 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $35.96万 | 0.06% | 3,600 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $36.11万 | 0.06% | 3,300 | 500 | 17.9% | $5.47万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $36.66万 | 0.06% | 1,434 | 5 | 0.3% | $1,278 | 加仓 |
| — | AVALONBAY CMNTYS INC COM | $37.00万 | 0.06% | 1,961 | -62 | -3.1% | -$1.17万 | 减仓 |
| ORCL | ORACLE CORP COM | $37.58万 | 0.06% | 2,564 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $37.85万 | 0.06% | 1,346 | -7 | -0.5% | -$1,968 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $39.09万 | 0.07% | 3,088 | -67 | -2.1% | -$8,481 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $39.84万 | 0.07% | 551 | 551 | — | $39.84万 | 新建仓 |
| AMGN | AMGEN INC COM | $40.77万 | 0.07% | 1,126 | 17 | 1.5% | $6,156 | 加仓 |
| KLAC | KLA CORP COM NEW | $42.06万 | 0.07% | 1,394 | -106 | -7.1% | -$3.20万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $43.62万 | 0.07% | 888 | -25 | -2.7% | -$1.23万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $43.90万 | 0.07% | 3,711 | 1,520 | 69.4% | $17.98万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $44.05万 | 0.07% | 3,077 | 12 | 0.4% | $1,718 | 加仓 |
| TSLA | TESLA INC COM | $44.16万 | 0.07% | 1,050 | 114 | 12.2% | $4.79万 | 加仓 |
| FAST | FASTENAL CO COM | $45.55万 | 0.08% | 9,484 | 1,174 | 14.1% | $5.64万 | 加仓 |
| DIS | WALT DISNEY CO | $45.82万 | 0.08% | 4,760 | -57 | -1.2% | -$5,487 | 减仓 |
| VICI | VICI PPTYS INC COM | $46.19万 | 0.08% | 17,397 | -814 | -4.5% | -$2.16万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $46.29万 | 0.08% | 3,493 | 56 | 1.6% | $7,421 | 加仓 |
| SBUX | STARBUCKS CORP COM | $46.81万 | 0.08% | 4,581 | 17 | 0.4% | $1,737 | 加仓 |
| PPL | PPL CORP COM | $48.26万 | 0.08% | 13,276 | 385 | 3.0% | $1.40万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $48.93万 | 0.08% | 5,680 | -200 | -3.4% | -$1.72万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $51.99万 | 0.09% | 1,205 | -171 | -12.4% | -$7.38万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $52.29万 | 0.09% | 2,538 | 828 | 48.4% | $17.06万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $52.40万 | 0.09% | 6,939 | 2,124 | 44.1% | $16.04万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $53.36万 | 0.09% | 4,569 | 27 | 0.6% | $3,153 | 加仓 |
| GRMN | GARMIN LTD SHS | $53.90万 | 0.09% | 2,269 | 1,068 | 88.9% | $25.37万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $54.37万 | 0.09% | 2,697 | 300 | 12.5% | $6.05万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $54.86万 | 0.09% | 2,028 | 51 | 2.6% | $1.38万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $56.34万 | 0.09% | 3,702 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $57.04万 | 0.10% | 1,140 | 17 | 1.5% | $8,507 | 加仓 |
| CME | CME GROUP INC COM | $57.33万 | 0.10% | 2,596 | 75 | 3.0% | $1.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $57.95万 | 0.10% | 3,203 | 337 | 11.8% | $6.10万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $58.05万 | 0.10% | 3,714 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $61.36万 | 0.10% | 4,532 | -200 | -4.2% | -$2.71万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $62.39万 | 0.10% | 2,077 | 283 | 15.8% | $8.50万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $63.10万 | 0.11% | 2,817 | 35 | 1.3% | $7,839 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $65.68万 | 0.11% | 1,854 | 250 | 15.6% | $8.86万 | 加仓 |
| UNP | UNION PAC CORP COM | $66.15万 | 0.11% | 2,432 | 21 | 0.9% | $5,712 | 加仓 |
| TRGP | TARGA RES CORP COM | $68.75万 | 0.12% | 2,564 | 847 | 49.3% | $22.71万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $71.92万 | 0.12% | 12,049 | 7,557 | 168.2% | $45.11万 | 加仓 |
| RTX | RTX CORPORATION COM | $72.68万 | 0.12% | 3,831 | -68 | -1.7% | -$1.29万 | 减仓 |
| META | FACEBOOK CL A | $74.02万 | 0.12% | 1,314 | 22 | 1.7% | $1.24万 | 加仓 |
| SRE | SEMPRA COM | $74.70万 | 0.13% | 8,057 | 785 | 10.8% | $7.28万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $79.19万 | 0.13% | 10,020 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $79.24万 | 0.13% | 1,364 | -66 | -4.6% | -$3.83万 | 减仓 |
| GLD | SPDR GOLD SHARES | $83.18万 | 0.14% | 2,258 | -100 | -4.2% | -$3.68万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $83.31万 | 0.14% | 14,403 | -1,164 | -7.5% | -$6.73万 | 减仓 |
| ETN | EATON CORP PLC SHS | $84.67万 | 0.14% | 1,987 | -144 | -6.8% | -$6.14万 | 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 |
| MRK | MERCK & CO INC COM | $86.31万 | 0.14% | 6,717 | -860 | -11.4% | -$11.05万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $86.36万 | 0.14% | 17,334 | -2,000 | -10.3% | -$9.96万 | 减仓 |
| WMT | WALMART INC COM | $86.38万 | 0.14% | 7,627 | 77 | 1.0% | $8,721 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $86.75万 | 0.15% | 14,905 | -111 | -0.7% | -$6,460 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $87.06万 | 0.15% | 5,008 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $87.55万 | 0.15% | 8,223 | 4,688 | 132.6% | $49.91万 | 加仓 |
| MCD | MCDONALDS CORP COM | $94.32万 | 0.16% | 3,489 | -247 | -6.6% | -$6.68万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $94.97万 | 0.16% | 3,186 | -441 | -12.2% | -$13.15万 | 减仓 |