WEST PACES ADVISORS INC.
ATLANTA GA · SEC CIK 0002004720
$5.16亿2026Q1 申报市值
197持仓数
65.1%前十大占比 · 第一大 12.8%
12 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TDTT 加仓+$219.60万
VIG 加仓+$198.59万
DFIS 新建仓+$139.96万
IEF 加仓+$121.00万
VOO 加仓+$95.25万
2026Q1 卖出最多 按季末市值估算
KO 减仓-$285.14万
HD 减仓-$80.28万
IJR 减仓-$63.39万
SCHB 减仓-$56.81万
AVSC 减仓-$54.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -4,395 | -100.0% | -$49.30万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -105 | -100.0% | -$1.48万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -75 | -100.0% | -$8,529 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -70 | -100.0% | -$7,178 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -59 | -100.0% | -$6,945 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -58 | -100.0% | -$6,926 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -45 | -100.0% | -$6,352 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -35 | -100.0% | -$5,878 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -30 | -100.0% | -$4,644 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -7 | -100.0% | -$1,181 | 清仓 |
| LRGF | ISHARES TR | $726 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1,029 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,603 | 0.00% | 16 | -19 | -54.3% | -$1,904 | 减仓 |
| ITOT | ISHARES TR | $2,564 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $4,130 | 0.00% | 90 | 90 | — | $4,130 | 新建仓 |
| EEM | ISHARES TR | $5,679 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $7,285 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.09万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $1.31万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $1.54万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $1.89万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $2.96万 | 0.01% | 600 | -93 | -13.4% | -$4,591 | 减仓 |
| IYF | ISHARES TR | $3.47万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $3.54万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.60万 | 0.01% | 1,406 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.78万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $3.83万 | 0.01% | 481 | 136 | 39.4% | $1.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.98万 | 0.01% | 1,025 | 1,025 | — | $3.98万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $4.19万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| SCMB | SCHWAB STRATEGIC TR | $4.97万 | 0.01% | 1,950 | -4,080 | -67.7% | -$10.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $4.98万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $5.45万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TILT | FLEXSHARES TR | $5.87万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $6.78万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $7.21万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $7.26万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $8.00万 | 0.02% | 1,732 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $9.38万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $10.33万 | 0.02% | 1,686 | 1 | 0.1% | $61 | 加仓 |
| IWN | ISHARES TR | $12.32万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $12.48万 | 0.02% | 574 | 3 | 0.5% | $652 | 加仓 |
| IJK | ISHARES TR | $14.50万 | 0.03% | 1,441 | -240 | -14.3% | -$2.41万 | 减仓 |
| RES | RPC INC | $14.87万 | 0.03% | 21,000 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $15.07万 | 0.03% | 6,050 | -4,215 | -41.1% | -$10.50万 | 减仓 |
| IOO | ISHARES TR | $16.63万 | 0.03% | 1,375 | 1,375 | — | $16.63万 | 新建仓 |
| OEF | ISHARES TR | $18.61万 | 0.04% | 585 | 557 | 1,989.3% | $17.72万 | 重新持有 |
| JMST | J P MORGAN EXCHANGE TRADED F | $18.61万 | 0.04% | 3,650 | 1,000 | 37.7% | $5.10万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $19.21万 | 0.04% | 6,300 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $20.18万 | 0.04% | 3,451 | 3,451 | — | $20.18万 | 新建仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $20.38万 | 0.04% | 1,910 | 1,910 | — | $20.38万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.87万 | 0.04% | 656 | 656 | — | $20.87万 | 新建仓 |
| ASML | ASML HLDG NV | $21.00万 | 0.04% | 159 | 159 | — | $21.00万 | 新建仓 |
| IEUR | ISHARES TR | $21.08万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES BRIT | $21.25万 | 0.04% | 1,669 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $21.61万 | 0.04% | 3,029 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $21.88万 | 0.04% | 1,024 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $21.90万 | 0.04% | 2,751 | 72 | 2.7% | $5,732 | 加仓 |
| KLAC | KLA CORP | $22.09万 | 0.04% | 150 | 150 | — | $22.09万 | 新建仓 |
| MS | MORGAN STANLEY | $22.45万 | 0.04% | 1,364 | -20 | -1.4% | -$3,291 | 减仓 |
| VTV | VANGUARD INDEX FDS | $22.54万 | 0.04% | 1,149 | -304 | -20.9% | -$5.96万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $22.55万 | 0.04% | 1,236 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $22.58万 | 0.04% | 1,376 | 1,376 | — | $22.58万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.17万 | 0.04% | 1,473 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.50万 | 0.05% | 470 | -20 | -4.1% | -$9,999 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $24.28万 | 0.05% | 4,492 | -708 | -13.6% | -$3.83万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $24.41万 | 0.05% | 2,191 | 300 | 15.9% | $3.34万 | 加仓 |
| AON | AON PLC | $24.50万 | 0.05% | 759 | -100 | -11.6% | -$3.23万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.67万 | 0.05% | 502 | -10 | -2.0% | -$4,915 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $24.68万 | 0.05% | 1,857 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $24.72万 | 0.05% | 5,102 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.47万 | 0.05% | 1,741 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.32万 | 0.05% | 4,108 | -52 | -1.2% | -$3,332 | 减仓 |
| GE | GE AEROSPACE | $26.70万 | 0.05% | 941 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $26.73万 | 0.05% | 2,957 | -145 | -4.7% | -$1.31万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.29万 | 0.05% | 8,896 | 168 | 1.9% | $5,154 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.34万 | 0.05% | 593 | -18 | -2.9% | -$8,298 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $27.44万 | 0.05% | 10,505 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $27.79万 | 0.05% | 2,628 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $27.86万 | 0.05% | 1,201 | 1,201 | — | $27.86万 | 新建仓 |
| EFA | ISHARES TR | $28.93万 | 0.06% | 2,979 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.09万 | 0.06% | 1,430 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $29.37万 | 0.06% | 1,549 | -58 | -3.6% | -$1.10万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $30.23万 | 0.06% | 2,169 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $30.90万 | 0.06% | 2,800 | 500 | 21.7% | $5.52万 | 加仓 |
| NFLX | NETFLIX INC. | $31.34万 | 0.06% | 3,260 | -60 | -1.8% | -$5,769 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.79万 | 0.06% | 941 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $32.49万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $32.66万 | 0.06% | 9,742 | -345 | -3.4% | -$1.16万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.80万 | 0.06% | 1,353 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $33.05万 | 0.06% | 2,023 | -55 | -2.6% | -$8,984 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $33.31万 | 0.06% | 3,600 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $33.52万 | 0.06% | 1,710 | 1,710 | — | $33.52万 | 新建仓 |
| TSLA | TESLA INC | $34.80万 | 0.07% | 936 | 9 | 1.0% | $3,346 | 加仓 |
| MPC | MARATHON PETE CORP | $34.89万 | 0.07% | 1,429 | 0 | 0.0% | — | 不变 |