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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST | $52.40万 | 0.09% | 6,939 | 2,124 | 44.1% | $16.04万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $52.29万 | 0.09% | 2,538 | 828 | 48.4% | $17.06万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $51.99万 | 0.09% | 1,205 | -171 | -12.4% | -$7.38万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $48.93万 | 0.08% | 5,680 | -200 | -3.4% | -$1.72万 | 减仓 |
| PPL | PPL CORP COM | $48.26万 | 0.08% | 13,276 | 385 | 3.0% | $1.40万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $46.81万 | 0.08% | 4,581 | 17 | 0.4% | $1,737 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $46.29万 | 0.08% | 3,493 | 56 | 1.6% | $7,421 | 加仓 |
| VICI | VICI PPTYS INC COM | $46.19万 | 0.08% | 17,397 | -814 | -4.5% | -$2.16万 | 减仓 |
| DIS | WALT DISNEY CO | $45.82万 | 0.08% | 4,760 | -57 | -1.2% | -$5,487 | 减仓 |
| FAST | FASTENAL CO COM | $45.55万 | 0.08% | 9,484 | 1,174 | 14.1% | $5.64万 | 加仓 |
| TSLA | TESLA INC COM | $44.16万 | 0.07% | 1,050 | 114 | 12.2% | $4.79万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $44.05万 | 0.07% | 3,077 | 12 | 0.4% | $1,718 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $43.90万 | 0.07% | 3,711 | 1,520 | 69.4% | $17.98万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $43.62万 | 0.07% | 888 | -25 | -2.7% | -$1.23万 | 减仓 |
| KLAC | KLA CORP COM NEW | $42.06万 | 0.07% | 1,394 | -106 | -7.1% | -$3.20万 | 减仓 |
| AMGN | AMGEN INC COM | $40.77万 | 0.07% | 1,126 | 17 | 1.5% | $6,156 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $39.84万 | 0.07% | 551 | 551 | — | $39.84万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $39.09万 | 0.07% | 3,088 | -67 | -2.1% | -$8,481 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $37.85万 | 0.06% | 1,346 | -7 | -0.5% | -$1,968 | 减仓 |
| ORCL | ORACLE CORP COM | $37.58万 | 0.06% | 2,564 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $37.00万 | 0.06% | 1,961 | -62 | -3.1% | -$1.17万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $36.66万 | 0.06% | 1,434 | 5 | 0.3% | $1,278 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $36.11万 | 0.06% | 3,300 | 500 | 17.9% | $5.47万 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $35.96万 | 0.06% | 3,600 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $35.74万 | 0.06% | 473 | 1 | 0.2% | $756 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $35.38万 | 0.06% | 1,857 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $34.67万 | 0.06% | 1,510 | 10 | 0.7% | $2,296 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $34.22万 | 0.06% | 1,129 | 1,057 | 1,468.1% | $32.04万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $33.38万 | 0.06% | 2,842 | -1,395 | -32.9% | -$16.38万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $33.22万 | 0.06% | 889 | -52 | -5.5% | -$1.94万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $32.63万 | 0.05% | 164 | 5 | 3.1% | $9,947 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $31.73万 | 0.05% | 10,505 | 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 |
| GPC | GENUINE PARTS CO COM | $31.01万 | 0.05% | 2,628 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $29.62万 | 0.05% | 1,555 | 6 | 0.4% | $1,143 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $29.27万 | 0.05% | 4,108 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $28.32万 | 0.05% | 1,355 | -9 | -0.7% | -$1,881 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $28.23万 | 0.05% | 8,903 | 7 | 0.1% | $222 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $28.07万 | 0.05% | 2,222 | 53 | 2.4% | $6,696 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $26.29万 | 0.04% | 662 | 6 | 0.9% | $2,383 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $25.58万 | 0.04% | 2,056 | -61 | -2.9% | -$7,591 | 减仓 |
| SYY | SYSCO CORP COM | $25.32万 | 0.04% | 3,029 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $25.04万 | 0.04% | 1,149 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $24.82万 | 0.04% | 1,024 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $24.82万 | 0.04% | 1,237 | 1 | 0.1% | $201 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $24.41万 | 0.04% | 475 | 5 | 1.1% | $2,569 | 加仓 |
| OKE | ONEOK INC NEW COM | $24.07万 | 0.04% | 2,769 | -188 | -6.4% | -$1.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $23.81万 | 0.04% | 475 | -27 | -5.4% | -$1.35万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $23.78万 | 0.04% | 598 | 5 | 0.8% | $1,988 | 加仓 |
| AYI | ACUITY INC COM | $23.32万 | 0.04% | 619 | 619 | — | $23.32万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $22.98万 | 0.04% | 451 | -802 | -64.0% | -$40.86万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $22.85万 | 0.04% | 2,765 | 14 | 0.5% | $1,157 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $22.66万 | 0.04% | 3,669 | 218 | 6.3% | $1.35万 | 加仓 |
| NFLX | NETFLIX INC. COM | $22.38万 | 0.04% | 3,134 | -126 | -3.9% | -$8,996 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $22.30万 | 0.04% | 228 | 228 | — | $22.30万 | 新建仓 |
| — | INVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST | $22.13万 | 0.04% | 1,734 | 65 | 3.9% | $8,297 | 加仓 |
| AON | AON PLC SHS CL A | $22.06万 | 0.04% | 665 | -94 | -12.4% | -$3.12万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $21.93万 | 0.04% | 6,300 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $21.77万 | 0.04% | 2,546 | 2,546 | — | $21.77万 | 新建仓 |
| INTC | INTEL CORP COM | $21.75万 | 0.04% | 1,558 | 1,558 | — | $21.75万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $21.75万 | 0.04% | 1,864 | 123 | 7.1% | $1.44万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $21.40万 | 0.04% | 585 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $21.37万 | 0.04% | 4,429 | -673 | -13.2% | -$3.25万 | 减仓 |
| ECL | ECOLAB INC COM | $20.87万 | 0.04% | 749 | 749 | — | $20.87万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $20.67万 | 0.03% | 611 | 10 | 1.7% | $3,383 | 重新持有 |
| QCOM | QUALCOMM INC COM | $20.66万 | 0.03% | 1,118 | -64 | -5.4% | -$1.18万 | 重新持有 |
| LRCX | LAM RESEARCH CORP COM NEW | $20.32万 | 0.03% | 469 | 469 | — | $20.32万 | 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 |
| ALL | ALLSTATE CORP COM | $19.77万 | 0.03% | 831 | 831 | — | $19.77万 | 新建仓 |
| FXE | INVESCO CURRENCYSHARES EURO TRUST | $19.18万 | 0.03% | 1,819 | -91 | -4.8% | -$9,595 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $19.17万 | 0.03% | 562 | 562 | — | $19.17万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $19.02万 | 0.03% | 1,141 | -1,405 | -55.2% | -$23.42万 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $18.78万 | 0.03% | 1,375 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $18.58万 | 0.03% | 1,509 | 36 | 2.4% | $4,433 | 加仓 |
| LIN | LINDE PLC SHS | $18.58万 | 0.03% | 358 | 358 | — | $18.58万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $18.07万 | 0.03% | 251 | 251 | — | $18.07万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $17.86万 | 0.03% | 648 | 648 | — | $17.86万 | 新建仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $17.51万 | 0.03% | 2,330 | -670 | -22.3% | -$5.04万 | 减仓 |
| BLK | BLACKROCK INC COM | $17.31万 | 0.03% | 180 | 180 | — | $17.31万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $16.93万 | 0.03% | 1,441 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $16.18万 | 0.03% | 160 | 160 | — | $16.18万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $15.75万 | 0.03% | 520 | 520 | — | $15.75万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $15.16万 | 0.03% | 129 | 129 | — | $15.16万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $14.98万 | 0.03% | 948 | 948 | — | $14.98万 | 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 |
| VGK | VANGUARD FTSE EUROPE ETF | $14.76万 | 0.02% | 1,667 | 1,667 | — | $14.76万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $14.38万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $13.91万 | 0.02% | 994 | 994 | — | $13.91万 | 新建仓 |
| TGT | TARGET CORP COM | $13.88万 | 0.02% | 1,063 | 1,063 | — | $13.88万 | 新建仓 |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $13.86万 | 0.02% | 2,903 | 2,903 | — | $13.86万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $13.75万 | 0.02% | 1,660 | 1,660 | — | $13.75万 | 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 |
| WCN | WASTE CONNECTIONS INC COM | $13.40万 | 0.02% | 804 | 804 | — | $13.40万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $13.36万 | 0.02% | 1,285 | 1,285 | — | $13.36万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $12.62万 | 0.02% | 716 | 716 | — | $12.62万 | 新建仓 |
| CRM | SALESFORCE INC COM | $12.53万 | 0.02% | 800 | -27 | -3.3% | -$4,230 | 重新持有 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $12.40万 | 0.02% | 5,030 | -1,020 | -16.9% | -$2.52万 | 减仓 |
| TJX | TJX COS INC NEW COM | $12.15万 | 0.02% | 802 | 802 | — | $12.15万 | 新建仓 |
| LOW | LOWES COS INC COM | $11.77万 | 0.02% | 534 | 534 | — | $11.77万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $11.70万 | 0.02% | 1,526 | 1,526 | — | $11.70万 | 新建仓 |