13F 机构持仓

WEST PACES ADVISORS INC.

ATLANTA GA · SEC CIK 0002004720

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 12.9%
IJH 11.0%
VIG 7.7%
AVEM 6.5%
TDTT 5.6%
IJR 4.6%
IEFA 4.4%
IEF 4.3%
AVSC 3.1%
SPY 2.9%

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
PGR PROGRESSIVE CORP COM $3.56万0.01%163 163— $3.56万 新建仓
SPG SIMON PPTY GROUP INC NEW COM $3.51万0.01%157 157— $3.51万 新建仓
CB CHUBB LIMITED COM $3.48万0.01%102 102— $3.48万 新建仓
RSG REPUBLIC SVCS INC COM $3.45万0.01%162 162— $3.45万 新建仓
HPQ HP INC COM $3.44万0.01%1,568 1,568— $3.44万 新建仓
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF $3.39万0.01%381 381— $3.39万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC COM $3.38万0.01%994 994— $3.38万 新建仓
YUM YUM BRANDS INC COM $3.36万0.01%210 210— $3.36万 新建仓
USB US BANCORP COM NEW $3.35万0.01%555 555— $3.35万 新建仓
CTVA CORTEVA INC COM $3.35万0.01%395 395— $3.35万 新建仓
FITB FIFTH THIRD BANCORP COM $3.34万0.01%592 592— $3.34万 新建仓
DD DUPONT DE NEMOURS INC COMMON STOCK $3.34万0.01%246 246— $3.34万 新建仓
PLD PROLOGIS INC. COM $3.33万0.01%246 246— $3.33万 新建仓
COR CENCORA INC COM $3.31万0.01%117 117— $3.31万 新建仓
SHW SHERWIN WILLIAMS CO COM $3.27万0.01%95 95— $3.27万 新建仓
NXPI NXP SEMICONDUCTORS N V COM $3.23万0.01%115 115— $3.23万 新建仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $3.22万0.01%600 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $3.20万0.01%320 320— $3.20万 新建仓
WDC WESTERN DIGITAL CORP COM $3.19万0.01%50 50— $3.19万 新建仓
SNDK SANDISK CORP COM $3.18万0.01%14 14— $3.18万 新建仓
— DIMENSIONAL US CORE EQUITY 1 ETF $3.04万0.01%371 371— $3.04万 新建仓
DLR DIGITAL RLTY TR INC COM $2.91万0.00%162 162— $2.91万 新建仓
PYPL PAYPAL HLDGS INC COM $2.82万0.00%653 653— $2.82万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR $2.75万0.00%1,096 1,096— $2.75万 新建仓
HWM HOWMET AEROSPACE INC COM $2.74万0.00%102 102— $2.74万 新建仓
ROK ROCKWELL AUTOMATION INC COM $2.72万0.00%55 55— $2.72万 新建仓
DVN DEVON ENERGY CORP NEW COM $2.51万0.00%606 606— $2.51万 新建仓
NOV NOV INC COM $2.49万0.00%1,343 1,343— $2.49万 新建仓
PPG PPG INDS INC COM $2.46万0.00%203 203— $2.46万 新建仓
VMC VULCAN MATLS CO COM $2.45万0.00%83 83— $2.45万 新建仓
PRU PRUDENTIAL FINL INC COM $2.40万0.00%222 222— $2.40万 新建仓
MRVL MARVELL TECHNOLOGY INC COM $2.35万0.00%79 79— $2.35万 新建仓
CFG CITIZENS FINL GROUP INC COM $2.30万0.00%328 328— $2.30万 新建仓
A AGILENT TECHNOLOGIES INC COM $2.24万0.00%169 169— $2.24万 新建仓
CBRE CBRE GROUP INC CL A $2.24万0.00%166 166— $2.24万 新建仓
SLB SLB LIMITED COM STK $2.23万0.00%480 480— $2.23万 新建仓
FTNT FORTINET INC COM $2.21万0.00%144 144— $2.21万 新建仓
APA APA CORPORATION COM $2.09万0.00%641 641— $2.09万 新建仓
SYF SYNCHRONY FINANCIAL COM $2.07万0.00%272 272— $2.07万 新建仓
DOCU DOCUSIGN INC COM $2.00万0.00%450 450— $2.00万 新建仓
FISV FISERV INC COM $1.99万0.00%406 406— $1.99万 新建仓
CRWD CROWDSTRIKE HLDGS INC CL A $1.98万0.00%26 26— $1.98万 新建仓
BWXT BWX TECHNOLOGIES INC COM $1.95万0.00%100 100— $1.95万 新建仓
PCAR PACCAR INC COM $1.93万0.00%161 161— $1.93万 新建仓
JCI JOHNSON CTLS INTL PLC SHS $1.93万0.00%132 132— $1.93万 新建仓
CHTR CHARTER COMMUNICATIONS INC CL A $1.89万0.00%133 133— $1.89万 新建仓
D DOMINION ENERGY INC COM $1.88万0.00%276 276— $1.88万 新建仓
NVS NOVARTIS AG SPONSORED ADR $1.88万0.00%120 120— $1.88万 新建仓
NRG NRG ENERGY INC COM NEW $1.81万0.00%124 124— $1.81万 新建仓
ACWI ISHARES MSCI ACWI ETF $1.75万0.00%111 00.0% — 不变
— ELECTRONIC ARTS INC COM $1.72万0.00%84 84— $1.72万 新建仓
STZ CONSTELLATION BRANDS INC CL A $1.71万0.00%123 123— $1.71万 新建仓
OXY OCCIDENTAL PETE CORP COM $1.71万0.00%352 352— $1.71万 新建仓
TMUS T-MOBILE US INC COM $1.69万0.00%101 101— $1.69万 新建仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $1.64万0.00%152 152— $1.64万 新建仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $1.63万0.00%940 940— $1.63万 新建仓
ED CONSOLIDATED EDISON INC COM $1.60万0.00%145 145— $1.60万 新建仓
TPL TEXAS PACIFIC LAND CORPORATION COM $1.58万0.00%36 36— $1.58万 新建仓
F FORD MTR CO COM $1.57万0.00%1,126 1,126— $1.57万 新建仓
REGN REGENERON PHARMACEUTICALS COM $1.56万0.00%25 25— $1.56万 新建仓
ADSK AUTODESK INC COM $1.56万0.00%80 80— $1.56万 新建仓
PTON PELOTON INTERACTIVE INC CL A COM $1.51万0.00%2,560 2,560— $1.51万 新建仓
CCI CROWN CASTLE INTL CORP $1.51万0.00%199 199— $1.51万 新建仓
VRSN VERISIGN INC COM $1.48万0.00%59 59— $1.48万 新建仓
DGX QUEST DIAGNOSTICS INC COM $1.46万0.00%69 69— $1.46万 新建仓
NDAQ NASDAQ INC COM $1.42万0.00%180 180— $1.42万 新建仓
— ENERGOUS CORP COM NEW $1.41万0.00%585 585— $1.41万 新建仓
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $1.36万0.00%135 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $1.32万0.00%54 54— $1.32万 新建仓
VBK VANGUARD SMALL-CAP GROWTH ETF $1.32万0.00%36 00.0% — 不变
FIW FIRST TRUST WATER ETF $1.31万0.00%120 120— $1.31万 新建仓
CMS CMS ENERGY CORP COM $1.30万0.00%170 170— $1.30万 新建仓
AIZ ASSURANT INC COM $1.29万0.00%48 48— $1.29万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $1.28万0.00%330 330— $1.28万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $1.25万0.00%13 13— $1.25万 新建仓
DKNG DRAFTKINGS INC NEW COM CL A $1.25万0.00%495 495— $1.25万 新建仓
DTE DTE ENERGY CO COM $1.22万0.00%80 80— $1.22万 新建仓
TDG TRANSDIGM GROUP INC COM $1.20万0.00%9 9— $1.20万 新建仓
VLTO VERALTO CORP COM SHS $1.19万0.00%134 134— $1.19万 新建仓
ARTY ISHARES FUTURE AI & TECH ETF $1.14万0.00%150 150— $1.14万 新建仓
PHM PULTE GROUP INC COM $1.14万0.00%83 83— $1.14万 新建仓
EFX EQUIFAX INC COM $1.11万0.00%70 70— $1.11万 新建仓
KDP KEURIG DR PEPPER INC COM $1.08万0.00%329 329— $1.08万 新建仓
INSM INSMED INC COM PAR $.01 $1.04万0.00%98 98— $1.04万 新建仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $1.03万0.00%229 229— $1.03万 新建仓
DOV DOVER CORP COM $1.03万0.00%46 46— $1.03万 新建仓
CINF CINCINNATI FINL CORP COM $9,9980.00%54 54— $9,998 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $9,9220.00%155 155— $9,922 新建仓
LH LABCORP HOLDINGS INC COM SHS $9,8000.00%35 35— $9,800 新建仓
KKR KKR & CO INC COM $9,6370.00%105 105— $9,637 新建仓
SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK $9,5680.00%56 56— $9,568 新建仓
LB LANDBRIDGE COMPANY LLC CL A $9,5360.00%120 120— $9,536 新建仓
RAL RALLIANT CORP COM $9,2770.00%126 126— $9,277 新建仓
SW SMURFIT WESTROCK PLC SHS $9,2520.00%200 200— $9,252 新建仓
STT STATE STR CORP COM $9,1580.00%54 54— $9,158 新建仓
WRB BERKLEY W R CORP COM $9,0980.00%129 129— $9,098 新建仓
AFL AFLAC INC COM $9,0280.00%77 77— $9,028 新建仓
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $8,3450.00%153 153— $8,345 新建仓
EQIX EQUINIX INC COM $8,3390.00%8 8— $8,339 新建仓
EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A $8,3060.00%1,432 1,432— $8,306 新建仓