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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,612.98万 | 12.81% | 110,668 | 1,594 | 1.5% | $95.25万 | 加仓 |
| IJH | ISHARES TR | $5,680.03万 | 11.00% | 841,112 | -6,027 | -0.7% | -$40.70万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,982.92万 | 7.72% | 185,200 | 9,234 | 5.2% | $198.59万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,308.18万 | 6.41% | 410,546 | 5,248 | 1.3% | $42.29万 | 加仓 |
| TDTT | FLEXSHARES TR | $3,230.19万 | 6.26% | 1,332,587 | 90,596 | 7.3% | $219.60万 | 加仓 |
| IEF | ISHARES TR | $2,912.26万 | 5.64% | 305,140 | 12,678 | 4.3% | $121.00万 | 加仓 |
| IEFA | ISHARES TR | $2,403.35万 | 4.66% | 265,476 | 4,511 | 1.7% | $40.84万 | 加仓 |
| IJR | ISHARES TR | $2,345.82万 | 4.54% | 188,708 | -5,099 | -2.6% | -$63.39万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,582.91万 | 3.07% | 254,079 | -8,728 | -3.3% | -$54.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,520.60万 | 2.95% | 23,382 | -108 | -0.5% | -$7.02万 | 减仓 |
| KO | COCA COLA CO | $835.44万 | 1.62% | 109,854 | -37,493 | -25.4% | -$285.14万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $826.73万 | 1.60% | 163,353 | -3,518 | -2.1% | -$17.80万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $750.80万 | 1.45% | 160,633 | -10,126 | -5.9% | -$47.33万 | 减仓 |
| IWV | ISHARES TR | $662.07万 | 1.28% | 17,861 | -75 | -0.4% | -$2.78万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $635.97万 | 1.23% | 19,824 | 43 | 0.2% | $1.38万 | 加仓 |
| AAPL | APPLE INC | $519.40万 | 1.01% | 20,466 | -600 | -2.8% | -$15.23万 | 减仓 |
| IVV | ISHARES TR | $470.32万 | 0.91% | 7,200 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $411.05万 | 0.80% | 11,104 | -201 | -1.8% | -$7.44万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $408.64万 | 0.79% | 81,809 | -2,380 | -2.8% | -$11.89万 | 减仓 |
| HD | HOME DEPOT INC | $340.28万 | 0.66% | 10,346 | -2,441 | -19.1% | -$80.28万 | 减仓 |
| SO | SOUTHERN CO | $325.73万 | 0.63% | 33,747 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $322.22万 | 0.62% | 10,954 | -43 | -0.4% | -$1.26万 | 减仓 |
| CSX | CSX CORP | $315.80万 | 0.61% | 76,930 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $308.41万 | 0.60% | 10,746 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $307.37万 | 0.60% | 9,931 | -1,543 | -13.4% | -$47.76万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $281.37万 | 0.55% | 4,562 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $269.49万 | 0.52% | 9,394 | -115 | -1.2% | -$3.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $248.82万 | 0.48% | 10,179 | -162 | -1.6% | -$3.96万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $247.56万 | 0.48% | 98,628 | -22,635 | -18.7% | -$56.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $232.44万 | 0.45% | 93,916 | -661 | -0.7% | -$1.64万 | 减仓 |
| LLY | ELI LILLY & CO | $229.60万 | 0.44% | 2,496 | -232 | -8.5% | -$21.34万 | 减仓 |
| ACWX | ISHARES TR | $212.93万 | 0.41% | 31,099 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $210.31万 | 0.41% | 12,059 | -124 | -1.0% | -$2.16万 | 减仓 |
| NOBL | PROSHARES TR | $209.44万 | 0.41% | 19,756 | 0 | 0.0% | — | 不变 |
| — | ONESTREAM INC | $204.52万 | 0.40% | 85,218 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $198.93万 | 0.39% | 13,773 | -1,724 | -11.1% | -$24.90万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $197.77万 | 0.38% | 60,022 | 1,441 | 2.5% | $4.75万 | 加仓 |
| AMZN | AMAZON COM INC | $196.11万 | 0.38% | 9,416 | 21 | 0.2% | $4,374 | 加仓 |
| CVX | CHEVRON CORPORATION | $194.95万 | 0.38% | 9,422 | -137 | -1.4% | -$2.83万 | 减仓 |
| GOOGL | ALPHABET INC | $194.80万 | 0.38% | 6,774 | -53 | -0.8% | -$1.52万 | 减仓 |
| ABBV | ABBVIE INC | $177.91万 | 0.34% | 8,180 | -853 | -9.4% | -$18.55万 | 减仓 |
| — | EXXON MOBIL CORP | $169.96万 | 0.33% | 10,018 | 1,162 | 13.1% | $19.71万 | 加仓 |
| REG | REGENCY CTRS CORP | $152.34万 | 0.30% | 20,135 | -2,500 | -11.0% | -$18.91万 | 减仓 |
| IVW | ISHARES TR | $146.46万 | 0.28% | 12,948 | 41 | 0.3% | $4,638 | 加仓 |
| IWR | ISHARES TR | $141.99万 | 0.28% | 14,604 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $140.37万 | 0.27% | 15,113 | -481 | -3.1% | -$4.47万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $139.96万 | 0.27% | 41,567 | 41,567 | — | $139.96万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $135.65万 | 0.26% | 46,649 | -1,640 | -3.4% | -$4.77万 | 减仓 |
| WMB | WILLIAMS COS INC | $130.12万 | 0.25% | 17,879 | -2,610 | -12.7% | -$19.00万 | 减仓 |
| CSCO | CISCO SYS INC | $127.54万 | 0.25% | 16,437 | 691 | 4.4% | $5.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.12万 | 0.24% | 1,266 | -29 | -2.2% | -$2.89万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $122.87万 | 0.24% | 4,213 | 11 | 0.3% | $3,208 | 加仓 |
| SHY | ISHARES TR | $116.84万 | 0.23% | 14,151 | -2,026 | -12.5% | -$16.73万 | 减仓 |
| MCD | MCDONALDS CORP | $116.12万 | 0.22% | 3,736 | -656 | -14.9% | -$20.39万 | 减仓 |
| BAC | BANK AMERICA CORP | $108.85万 | 0.21% | 22,328 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $101.65万 | 0.20% | 2,384 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $101.46万 | 0.20% | 2,358 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $101.26万 | 0.20% | 2,840 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $98.90万 | 0.19% | 1,396 | -75 | -5.1% | -$5.31万 | 减仓 |
| WMT | WALMART INC | $93.83万 | 0.18% | 7,550 | 110 | 1.5% | $1.37万 | 加仓 |
| MRK | MERCK & CO INC | $91.15万 | 0.18% | 7,577 | -145 | -1.9% | -$1.74万 | 减仓 |
| V | VISA INC | $90.82万 | 0.18% | 3,005 | -36 | -1.2% | -$1.09万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $89.73万 | 0.17% | 15,567 | -885 | -5.4% | -$5.10万 | 减仓 |
| ISHG | ISHARES TR | $89.73万 | 0.17% | 12,095 | -1,295 | -9.7% | -$9.61万 | 减仓 |
| TFC | TRUIST FINL CORP | $88.88万 | 0.17% | 19,334 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $87.90万 | 0.17% | 15,016 | 2 | 0.0% | $117 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $87.08万 | 0.17% | 3,218 | 262 | 8.9% | $7.09万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $86.43万 | 0.17% | 27,917 | -977 | -3.4% | -$3.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.01万 | 0.16% | 2,486 | 970 | 64.0% | $32.78万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $82.44万 | 0.16% | 3,962 | -203 | -4.9% | -$4.22万 | 减仓 |
| NUE | NUCOR CORP | $82.17万 | 0.16% | 4,859 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $80.36万 | 0.16% | 5,910 | -2,954 | -33.3% | -$40.17万 | 减仓 |
| CMI | CUMMINS INC | $79.67万 | 0.15% | 1,481 | 171 | 13.1% | $9.20万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $79.43万 | 0.15% | 10,020 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $76.22万 | 0.15% | 2,131 | -268 | -11.2% | -$9.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $75.75万 | 0.15% | 1,253 | -125 | -9.1% | -$7.56万 | 减仓 |
| RTX | RTX CORPORATION | $75.20万 | 0.15% | 3,899 | 305 | 8.5% | $5.88万 | 加仓 |
| CME | CME GROUP INC | $74.46万 | 0.14% | 2,521 | 60 | 2.4% | $1.77万 | 加仓 |
| META | META PLATFORMS INC | $73.92万 | 0.14% | 1,292 | -2 | -0.2% | -$1,144 | 减仓 |
| PEP | PEPSICO INC | $73.48万 | 0.14% | 4,732 | -201 | -4.1% | -$3.12万 | 减仓 |
| SRE | SEMPRA | $70.66万 | 0.14% | 7,272 | -260 | -3.5% | -$2.53万 | 减仓 |
| TXN | TEXAS INSTRS INC | $70.42万 | 0.14% | 3,627 | -1,123 | -23.6% | -$21.80万 | 减仓 |
| NTRS | NORTHERN TR CORP | $69.90万 | 0.14% | 5,008 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $58.50万 | 0.11% | 2,411 | -10 | -0.4% | -$2,426 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $56.53万 | 0.11% | 2,782 | -122 | -4.2% | -$2.48万 | 减仓 |
| DVY | ISHARES TR | $56.23万 | 0.11% | 3,714 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $55.05万 | 0.11% | 1,604 | 311 | 24.1% | $10.67万 | 加仓 |
| SDY | SPDR SERIES TRUST | $54.03万 | 0.10% | 3,702 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.81万 | 0.10% | 1,123 | -10 | -0.9% | -$4,792 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $52.59万 | 0.10% | 4,542 | -173 | -3.7% | -$2.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $51.47万 | 0.10% | 1,977 | -39 | -1.9% | -$1.02万 | 减仓 |
| IEI | ISHARES TR | $50.25万 | 0.10% | 4,237 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $50.10万 | 0.10% | 2,397 | 80 | 3.5% | $1.67万 | 加仓 |
| VICI | VICI PPTYS INC | $49.75万 | 0.10% | 18,211 | -15 | -0.1% | -$410 | 减仓 |
| PPL | PPL CORP | $49.24万 | 0.10% | 12,891 | 394 | 3.2% | $1.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.39万 | 0.09% | 2,866 | 1,401 | 95.6% | $23.16万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.48万 | 0.09% | 3,437 | 237 | 7.4% | $3.20万 | 加仓 |
| DIS | DISNEY WALT CO | $46.42万 | 0.09% | 4,817 | -28 | -0.6% | -$2,698 | 减仓 |
| IWM | ISHARES TR | $44.49万 | 0.09% | 1,794 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $44.16万 | 0.09% | 2,546 | -2,320 | -47.7% | -$40.24万 | 减仓 |