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
ATO ATMOS ENERGY CORP COM $3,4450.00%20 20— $3,445 新建仓
LITE LUMENTUM HLDGS INC COM $3,4320.00%4 4— $3,432 新建仓
— PERMA-PIPE INTL HLDGS INC COM $3,4040.00%125 125— $3,404 新建仓
RELY REMITLY GLOBAL INC COM $3,3620.00%150 150— $3,362 新建仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $3,3590.00%35 35— $3,359 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC COM $3,3580.00%39 39— $3,358 新建仓
VPU VANGUARD UTILITIES ETF $3,3270.00%17 17— $3,327 新建仓
BATRA ATLANTA BRAVES HLDGS INC COM SER A $3,3220.00%59 59— $3,322 新建仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $3,3150.00%40 40— $3,315 新建仓
H HYATT HOTELS CORP COM CL A $3,2950.00%17 17— $3,295 新建仓
MHK MOHAWK INDS INC COM $3,2760.00%27 27— $3,276 新建仓
MAT MATTEL INC COM $3,2620.00%235 235— $3,262 新建仓
CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF $3,2350.00%36 36— $3,235 新建仓
PRM PERIMETER SOLUTIONS INC COMMON STOCK $3,2090.00%90 90— $3,209 新建仓
BIDU BAIDU INC SPON ADR REP A $3,2000.00%28 28— $3,200 新建仓
RSP INVESCO S&P 500 EQUAL WEIGHT ETF $3,1920.00%15 15— $3,192 新建仓
SONY SONY GROUP CORP SPONSORED ADR $3,1900.00%159 159— $3,190 新建仓
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $3,1400.00%33 33— $3,140 新建仓
RBRK RUBRIK INC. CL A $3,1310.00%39 39— $3,131 新建仓
KEX KIRBY CORP COM $3,1270.00%23 23— $3,127 新建仓
TRP TC ENERGY CORP COM $3,1160.00%47 47— $3,116 新建仓
OMC OMNICOM GROUP INC COM $3,0590.00%42 42— $3,059 新建仓
VEEV VEEVA SYS INC CL A COM $3,0170.00%17 17— $3,017 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $3,0000.00%12 12— $3,000 新建仓
EW EDWARDS LIFESCIENCES CORP COM $2,9850.00%33 33— $2,985 新建仓
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF $2,9570.00%18 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $2,9150.00%65 65— $2,915 新建仓
LSTR LANDSTAR SYS INC COM $2,8950.00%14 14— $2,895 新建仓
CLX CLOROX CO DEL COM $2,8630.00%30 30— $2,863 新建仓
NU NU HLDGS LTD ORD SHS CL A $2,8590.00%214 214— $2,859 新建仓
IP INTERNATIONAL PAPER CO COM $2,8580.00%75 75— $2,858 新建仓
LPLA LPL FINL HLDGS INC COM $2,8170.00%10 10— $2,817 新建仓
MSCI MSCI INC COM $2,8000.00%5 5— $2,800 新建仓
TTE TOTALENERGIES SE ACT $2,7990.00%36 36— $2,799 新建仓
OTIS OTIS WORLDWIDE CORP COM $2,7920.00%39 39— $2,792 新建仓
JLL JONES LANG LASALLE INC COM $2,7900.00%9 9— $2,790 新建仓
BLTE BELITE BIO INC SPONSORED ADS $2,7720.00%18 18— $2,772 新建仓
VOX VANGUARD COMMUNICATION SERVICES ETF $2,7590.00%15 15— $2,759 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS $2,7450.00%138 138— $2,745 新建仓
TROW T ROWE PRICE GROUP INC $2,7290.00%24 24— $2,729 新建仓
CNQ CANADIAN NAT RES LTD MED TERM COM $2,7260.00%69 69— $2,726 新建仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $2,7220.00%27 27— $2,722 新建仓
QURE UNIQURE NV SHS $2,7180.00%59 59— $2,718 新建仓
SHEL SHELL PLC SPON ADS $2,7140.00%35 35— $2,714 新建仓
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $2,7110.00%100 100— $2,711 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $2,7010.00%75 75— $2,701 新建仓
TWLO TWILIO INC CL A $2,6820.00%13 13— $2,682 新建仓
SNPS SYNOPSYS INC COM $2,6760.00%6 6— $2,676 新建仓
AME AMETEK INC COM $2,6610.00%11 11— $2,661 新建仓
IDXX IDEXX LABS INC COM $2,6320.00%5 5— $2,632 新建仓
— MINDWALK HOLDINGS CORP COM $2,6310.00%1,665 1,665— $2,631 新建仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $2,5920.00%21 21— $2,592 新建仓
CRCL CIRCLE INTERNET GROUP INC COM CL A $2,5680.00%41 41— $2,568 新建仓
CLS CELESTICA INC COM $2,5540.00%7 7— $2,554 新建仓
IHAK ISHARES CYBERSECURITY & TECH ETF $2,5500.00%42 42— $2,550 新建仓
RMD RESMED INC COM $2,5330.00%13 13— $2,533 新建仓
ATR APTARGROUP INC COM $2,5040.00%20 20— $2,504 新建仓
NGVT INGEVITY CORP COM $2,4640.00%33 33— $2,464 新建仓
GTLB GITLAB INC CLASS A COM $2,4420.00%80 80— $2,442 新建仓
IVLU ISHARES MSCI INTL VALUE FACTOR ETF $2,4260.00%58 58— $2,426 新建仓
GSHD GOOSEHEAD INS INC COM CL A $2,4250.00%50 50— $2,425 新建仓
NDSN NORDSON CORP COM $2,4140.00%8 8— $2,414 新建仓
M MACYS INC COM $2,3550.00%100 100— $2,355 新建仓
TYL TYLER TECHNOLOGIES INC COM $2,3400.00%8 8— $2,340 新建仓
EXR EXTRA SPACE STORAGE INC COM $2,3250.00%16 16— $2,325 新建仓
NFG NATIONAL FUEL GAS CO COM $2,3160.00%30 30— $2,316 新建仓
DHI D R HORTON INC COM $2,2800.00%14 14— $2,280 新建仓
XYZ BLOCK INC CL A $2,2800.00%30 30— $2,280 新建仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $2,2620.00%388 388— $2,262 新建仓
KIM KIMCO REALTY CORP COM $2,2560.00%89 89— $2,256 新建仓
WAT WATERS CORP COM $2,2500.00%6 6— $2,250 新建仓
MKSI MKS INC. COM $2,2240.00%5 5— $2,224 新建仓
VLUE ISHARES MSCI USA VALUE FACTOR ETF $2,1980.00%11 11— $2,198 新建仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $2,1920.00%35 35— $2,192 新建仓
JBTM JBT MAREL CORPORATION COM $2,1750.00%15 15— $2,175 新建仓
SHOP SHOPIFY INC CL A SUB VTG SHS $2,1690.00%19 19— $2,169 新建仓
IRM IRON MTN INC DEL COM $2,1470.00%17 17— $2,147 新建仓
SXI STANDEX INTL CORP COM $2,1460.00%6 6— $2,146 新建仓
CODI COMPASS DIVERSIFIED SH BEN INT $2,1320.00%200 200— $2,132 新建仓
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A $2,0810.00%1 1— $2,081 新建仓
FFIV F5 INC COM $2,0800.00%5 5— $2,080 新建仓
BTC GRAYSCALE BITCOIN MINI TRUST ETF $2,0760.00%80 80— $2,076 新建仓
ZM ZOOM COMMUNICATIONS INC CL A $2,0710.00%24 24— $2,071 新建仓
WT WISDOMTREE INC COM $2,0330.00%120 120— $2,033 新建仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $2,0040.00%54 54— $2,004 新建仓
TDY TELEDYNE TECHNOLOGIES INC COM $2,0010.00%3 3— $2,001 新建仓
OSK OSHKOSH CORP COM $1,9950.00%13 13— $1,995 新建仓
VTWO VANGUARD RUSSELL 2000 ETF $1,9480.00%16 00.0% — 不变
RBC RBC BEARINGS INC COM $1,9320.00%3 3— $1,932 新建仓
IQV IQVIA HLDGS INC COM $1,9320.00%10 10— $1,932 新建仓
AEE AMEREN CORP COM $1,9220.00%17 17— $1,922 新建仓
PSA PUBLIC STORAGE COM $1,9100.00%6 6— $1,910 新建仓
CPRT COPART INC COM $1,8890.00%67 67— $1,889 新建仓
GME GAMESTOP CORP CL A $1,8770.00%85 85— $1,877 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC SHS $1,8700.00%25 25— $1,870 新建仓
— CURIOSITYSTREAM INC COM CL A $1,8670.00%702 702— $1,867 新建仓
AIG AMERICAN INTL GROUP INC COM NEW $1,7890.00%24 24— $1,789 新建仓
DECK DECKERS OUTDOOR CORP COM $1,7870.00%18 18— $1,787 新建仓
LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK $1,7560.00%43 43— $1,756 新建仓
AES AES CORP COM $1,7450.00%119 119— $1,745 新建仓