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 |
|---|---|---|---|---|---|---|---|---|
| PNFP | PINNACLE FINL PARTNERS INC COM | $11.59万 | 0.02% | 1,149 | 1,149 | — | $11.59万 | 新建仓 |
| HUM | HUMANA INC COM | $11.40万 | 0.02% | 287 | 287 | — | $11.40万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $11.34万 | 0.02% | 1,033 | 1,033 | — | $11.34万 | 新建仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $10.78万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $10.77万 | 0.02% | 483 | 483 | — | $10.77万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $10.71万 | 0.02% | 1,320 | 1,320 | — | $10.71万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $10.60万 | 0.02% | 733 | 733 | — | $10.60万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $10.53万 | 0.02% | 2,000 | 2,000 | — | $10.53万 | 新建仓 |
| RES | RPC INC COM | $10.17万 | 0.02% | 17,450 | -3,550 | -16.9% | -$2.07万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $10.09万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $10.09万 | 0.02% | 159 | 159 | — | $10.09万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $9.86万 | 0.02% | 953 | 953 | — | $9.86万 | 新建仓 |
| TPR | TAPESTRY INC COM | $9.66万 | 0.02% | 660 | 660 | — | $9.66万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $9.61万 | 0.02% | 369 | 369 | — | $9.61万 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $9.54万 | 0.02% | 3,888 | 3,888 | — | $9.54万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $9.53万 | 0.02% | 564 | 564 | — | $9.53万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $9.53万 | 0.02% | 1,050 | 1,050 | — | $9.53万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $9.35万 | 0.02% | 319 | -847 | -72.6% | -$24.83万 | 重新持有 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.96万 | 0.02% | 1,687 | 1 | 0.1% | $53 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $8.89万 | 0.01% | 1,498 | 1,498 | — | $8.89万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $8.68万 | 0.01% | 2,745 | 2,745 | — | $8.68万 | 新建仓 |
| AZO | AUTOZONE INC COM | $8.63万 | 0.01% | 27 | 27 | — | $8.63万 | 新建仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $8.58万 | 0.01% | 505 | 505 | — | $8.58万 | 新建仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $8.53万 | 0.01% | 850 | 850 | — | $8.53万 | 新建仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $8.51万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.45万 | 0.01% | 2,539 | 2,539 | — | $8.45万 | 新建仓 |
| T | AT&T INC COM | $8.41万 | 0.01% | 4,062 | 4,062 | — | $8.41万 | 新建仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $8.31万 | 0.01% | 286 | 286 | — | $8.31万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $8.28万 | 0.01% | 263 | 263 | — | $8.28万 | 新建仓 |
| NKE | NIKE INC CL B | $8.28万 | 0.01% | 2,016 | 2,016 | — | $8.28万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $8.09万 | 0.01% | 1,895 | -395 | -17.2% | -$1.69万 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC COM | $7.99万 | 0.01% | 236 | -401 | -63.0% | -$13.57万 | 重新持有 |
| VTR | VENTAS INC COM | $7.84万 | 0.01% | 883 | 883 | — | $7.84万 | 新建仓 |
| ADBE | ADOBE INC COM | $7.77万 | 0.01% | 379 | 379 | — | $7.77万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $7.75万 | 0.01% | 209 | 209 | — | $7.75万 | 新建仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $7.62万 | 0.01% | 313 | -261 | -45.5% | -$6.35万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $7.30万 | 0.01% | 294 | 294 | — | $7.30万 | 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 |
| JKHY | HENRY JACK & ASSOC INC COM | $7.09万 | 0.01% | 515 | 515 | — | $7.09万 | 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 |
| IEX | IDEX CORP COM | $7.04万 | 0.01% | 310 | 310 | — | $7.04万 | 新建仓 |
| BX | BLACKSTONE INC COM | $7.00万 | 0.01% | 595 | 595 | — | $7.00万 | 新建仓 |
| SPGI | S&P GLOBAL INC COM | $6.88万 | 0.01% | 169 | 169 | — | $6.88万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $6.74万 | 0.01% | 378 | 378 | — | $6.74万 | 新建仓 |
| TILT | FLEXSHARES US MARKET TILT ETF | $6.71万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $6.61万 | 0.01% | 211 | 211 | — | $6.61万 | 新建仓 |
| PFE | PFIZER INC COM | $6.51万 | 0.01% | 2,704 | 2,704 | — | $6.51万 | 新建仓 |
| CAH | CARDINAL HEALTH INC COM | $6.37万 | 0.01% | 268 | 268 | — | $6.37万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $6.33万 | 0.01% | 138 | 138 | — | $6.33万 | 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 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $6.16万 | 0.01% | 377 | 377 | — | $6.16万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA COM | $6.12万 | 0.01% | 1,690 | 1,690 | — | $6.12万 | 新建仓 |
| INTU | INTUIT COM | $6.08万 | 0.01% | 233 | 233 | — | $6.08万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $6.06万 | 0.01% | 146 | 146 | — | $6.06万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $6.06万 | 0.01% | 650 | 650 | — | $6.06万 | 新建仓 |
| EBAY | EBAY INC. COM | $6.02万 | 0.01% | 539 | 539 | — | $6.02万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $6.01万 | 0.01% | 118 | 118 | — | $6.01万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $5.95万 | 0.01% | 645 | 645 | — | $5.95万 | 新建仓 |
| BA | BOEING CO COM | $5.82万 | 0.01% | 269 | 269 | — | $5.82万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $5.78万 | 0.01% | 1,708 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $5.78万 | 0.01% | 165 | 165 | — | $5.78万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $5.73万 | 0.01% | 796 | 796 | — | $5.73万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $5.65万 | 0.01% | 146 | 146 | — | $5.65万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $5.51万 | 0.01% | 1,500 | 1,500 | — | $5.51万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.45万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $5.30万 | 0.01% | 460 | 460 | — | $5.30万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $5.25万 | 0.01% | 560 | 560 | — | $5.25万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $5.19万 | 0.01% | 564 | 564 | — | $5.19万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO COM | $5.13万 | 0.01% | 560 | 560 | — | $5.13万 | 新建仓 |
| MET | METLIFE INC COM | $5.12万 | 0.01% | 605 | 605 | — | $5.12万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $5.12万 | 0.01% | 201 | 201 | — | $5.12万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $5.08万 | 0.01% | 371 | 371 | — | $5.08万 | 新建仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $5.03万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.94万 | 0.01% | 305 | 305 | — | $4.94万 | 新建仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $4.83万 | 0.01% | 365 | 365 | — | $4.83万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $4.79万 | 0.01% | 214 | 214 | — | $4.79万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $4.73万 | 0.01% | 214 | 214 | — | $4.73万 | 新建仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $4.68万 | 0.01% | 340 | 340 | — | $4.68万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $4.61万 | 0.01% | 562 | 562 | — | $4.61万 | 新建仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $4.55万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.49万 | 0.01% | 1,060 | 1,060 | — | $4.49万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $4.46万 | 0.01% | 339 | 339 | — | $4.46万 | 新建仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $4.41万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $4.39万 | 0.01% | 97 | 97 | — | $4.39万 | 新建仓 |
| OSIS | OSI SYSTEMS INC COM | $4.29万 | 0.01% | 196 | 196 | — | $4.29万 | 新建仓 |
| EOG | EOG RES INC COM | $4.16万 | 0.01% | 321 | 321 | — | $4.16万 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4.14万 | 0.01% | 1,406 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $4.11万 | 0.01% | 181 | 181 | — | $4.11万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $4.10万 | 0.01% | 399 | 399 | — | $4.10万 | 新建仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $4.00万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $3.85万 | 0.01% | 631 | 631 | — | $3.85万 | 新建仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $3.85万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $3.81万 | 0.01% | 606 | 606 | — | $3.81万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC COM | $3.78万 | 0.01% | 925 | 925 | — | $3.78万 | 新建仓 |
| IYF | ISHARES U.S. FINANCIALS ETF | $3.76万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $3.73万 | 0.01% | 648 | 648 | — | $3.73万 | 新建仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $3.64万 | 0.01% | 467 | 467 | — | $3.64万 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $3.60万 | 0.01% | 220 | 220 | — | $3.60万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $3.59万 | 0.01% | 452 | 452 | — | $3.59万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY CL A | $3.58万 | 0.01% | 645 | 645 | — | $3.58万 | 新建仓 |