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West Paces Advisors Inc.

SEC CIK
0002004720
最新申報
2026/7/17

2021 年第 3 季持倉

持倉截至 2021/9/30，2023/12/20 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。

機構總覽
持股檔數
571
較 2021 年第 2 季 −47
總值
$2.85 億
較 2021 年第 2 季 +$1,299 萬 (+4.8%)
申報日
2023/12/20
SEC
West Paces Advisors Inc. 在 2021 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
FDXFedEx CorpStock108$2.37 萬<0.1%00.0%不變歷史
MUMicron Technology IncStock334$2.37 萬<0.1%−77−18.7%減碼歷史
BSXBoston Scientific CorpStock560$2.43 萬<0.1%+238+73.9%加碼歷史
AMATApplied Materials IncStock189$2.43 萬<0.1%−176−48.2%減碼歷史
LRCXLam Research CorpCOM43$2.45 萬<0.1%00.0%不變歷史
RSGRepublic Services, Inc.COM208$2.50 萬<0.1%00.0%不變歷史
AVYAvery Dennison CorpCOM122$2.53 萬<0.1%00.0%不變歷史
BIIBBiogen Inc.COM90$2.55 萬<0.1%−50−35.7%減碼歷史
MCOMoodys CorpStock75$2.66 萬<0.1%00.0%不變歷史
DRIDarden Restaurants IncCOM176$2.67 萬<0.1%00.0%不變歷史
KMBKimberly Clark CorpStock203$2.69 萬<0.1%00.0%不變歷史
VRSNVerisign IncCOM134$2.75 萬<0.1%00.0%不變歷史
NKGNuveen Georgia Quality Municipal Income FundCOM2,046$2.77 萬<0.1%00.0%不變歷史
DOWDow Inc.Stock483$2.78 萬<0.1%+155+47.3%加碼歷史
AEPAmerican Electric Power Co IncStock343$2.78 萬<0.1%−71−17.1%減碼歷史
MSIMotorola Solutions, Inc.Stock121$2.81 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock115$2.83 萬<0.1%00.0%不變歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY365$2.85 萬<0.1%00.0%不變–
ADSKAutodesk, Inc.COM101$2.88 萬<0.1%00.0%不變歷史
APHAmphenol CorpCL A404$2.96 萬<0.1%00.0%不變歷史
iShares Tr464289123NEW ZEALAND ETF480$2.96 萬<0.1%00.0%不變–
ELEstee Lauder Companies IncCL A100$3.00 萬<0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock13$3.09 萬<0.1%−3−18.8%減碼歷史
GPNGlobal Payments IncStock200$3.15 萬<0.1%00.0%不變歷史
SHWSherwin Williams CoCOM114$3.19 萬<0.1%00.0%不變歷史
IRMIron Mountain IncCOM734$3.19 萬<0.1%00.0%不變歷史
PLTRPalantir Technologies Inc.Stock1,331$3.20 萬<0.1%+45+3.5%加碼歷史
iShares Tr464288513IBOXX HI YD ETF375$3.28 萬<0.1%00.0%不變–
EBAYeBay IncCOM473$3.30 萬<0.1%00.0%不變歷史
ProShares Tr74347R669PSHS ULT SEMICDT1,000$3.42 萬<0.1%+1,000新進–
TWSTTwist Bioscience CorpCOM322$3.44 萬<0.1%00.0%不變歷史
CMSCMS Energy CorpCOM579$3.46 萬<0.1%+115+24.8%加碼歷史
AFLAflac IncStock671$3.50 萬<0.1%+535+393.4%加碼歷史
MMM3M CoStock200$3.51 萬<0.1%−5−2.4%減碼歷史
BNYBank of New York Mellon CorpStock707$3.67 萬<0.1%00.0%不變歷史
TRVTravelers Companies, Inc.Stock242$3.68 萬<0.1%−514−68.0%減碼歷史
EMREmerson Electric CoStock394$3.71 萬<0.1%+211+115.3%加碼歷史
DEDeere & CoStock113$3.79 萬<0.1%00.0%不變歷史
STZConstellation Brands, Inc.Stock184$3.88 萬<0.1%−35−16.0%減碼歷史
NOCNorthrop Grumman CorpStock110$3.96 萬<0.1%00.0%不變歷史
AMPAmeriprise Financial IncCOM151$3.99 萬<0.1%00.0%不變歷史
LHLabcorp Holdings Inc.COM NEW142$4.00 萬<0.1%00.0%不變歷史
ZTSZoetis Inc.Stock206$4.00 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF400$4.07 萬<0.1%−400−50.0%減碼–
EOGEOG Resources IncStock513$4.12 萬<0.1%00.0%不變歷史
NLYAnnaly Capital Management IncREIT5,000$4.21 萬<0.1%00.0%不變歷史
BABoeing CoStock195$4.29 萬<0.1%00.0%不變歷史
EXCExelon CorpStock892$4.31 萬<0.1%+800+869.6%加碼歷史
SNVSynovus Financial CorpCOM NEW1,000$4.39 萬<0.1%+1,000新進歷史
CSXCSX CorpStock1,479$4.40 萬<0.1%00.0%不變歷史
CATCaterpillar IncStock230$4.42 萬<0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF882$4.45 萬<0.1%00.0%不變–
ELVElevance Health, Inc.Stock122$4.55 萬<0.1%00.0%不變歷史
iShares Russell Top 200 Growth ETF464289438ETF300$4.58 萬<0.1%00.0%不變–
RESRPC IncCOM9,500$4.62 萬<0.1%00.0%不變歷史
MOAltria Group, Inc.Stock1,036$4.72 萬<0.1%+250+31.8%加碼歷史
TJXTJX Companies IncStock728$4.80 萬<0.1%00.0%不變歷史
WMBWilliams Companies, Inc.COM1,859$4.82 萬<0.1%00.0%不變歷史
SYFSynchrony FinancialCOM990$4.84 萬<0.1%−710−41.8%減碼歷史
SEDGSolaredge Technologies, Inc.COM184$4.88 萬<0.1%00.0%不變歷史
DDominion Energy, IncStock677$4.94 萬<0.1%−32−4.5%減碼歷史
SCHWSchwab Charles CorpStock685$4.99 萬<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM755$5.13 萬<0.1%00.0%不變歷史
NGVTIngevity CorpCOM722$5.15 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF1,000$5.21 萬<0.1%00.0%不變–
AZOAutoZone IncCOM31$5.26 萬<0.1%00.0%不變歷史
HPQHP IncStock1,943$5.32 萬<0.1%−31−1.6%減碼歷史
YUMCYum China Holdings, Inc.COM925$5.38 萬<0.1%00.0%不變歷史
INTUIntuit Inc.Stock100$5.40 萬<0.1%00.0%不變歷史
DEODiageo PLCSPON ADR NEW280$5.40 萬<0.1%−135−32.5%減碼歷史
GSGoldman Sachs Group IncStock143$5.41 萬<0.1%−29−16.9%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF263$5.75 萬<0.1%+263新進–
BMYBristol Myers Squibb CoStock1,002$5.93 萬<0.1%+271+37.1%加碼歷史
WRBBerkley W R CorpCOM825$6.04 萬<0.1%00.0%不變歷史
IPInternational Paper CoCOM1,093$6.11 萬<0.1%+865+379.4%加碼歷史
SGENSeagen Inc.COM360$6.11 萬<0.1%00.0%不變歷史
AZNAstraZeneca PLCSPONSORED ADR1,025$6.16 萬<0.1%00.0%不變歷史
IEXIdex CorpCOM310$6.42 萬<0.1%00.0%不變歷史
TXG10x Genomics, Inc.CL A COM455$6.62 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT445$6.67 萬<0.1%00.0%不變–
ALLAllstate CorpStock531$6.76 萬<0.1%+353+198.3%加碼歷史
CCitigroup IncStock967$6.79 萬<0.1%−550−36.3%減碼歷史
AXPAmerican Express CoStock437$7.32 萬<0.1%00.0%不變歷史
KLACKLA CorpCOM NEW220$7.36 萬<0.1%+22+11.1%加碼歷史
GILDGilead Sciences, Inc.Stock1,060$7.40 萬<0.1%00.0%不變歷史
XLNXXilinx IncCOM495$7.47 萬<0.1%00.0%不變歷史
FTVFortive CorpStock1,081$7.63 萬<0.1%00.0%不變歷史
iShares Tr46435G334MSCI UK ETF NEW2,375$7.66 萬<0.1%00.0%不變–
AWKAmerican Water Works Company, Inc.Stock460$7.78 萬<0.1%00.0%不變歷史
FNDFloor & Decor Holdings, Inc.CL A644$7.78 萬<0.1%00.0%不變歷史
WMWaste Management IncStock527$7.87 萬<0.1%00.0%不變歷史
Schwab U.S. Large-Cap ETF808524201ETF760$7.91 萬<0.1%00.0%不變–
LOWLowes Companies IncStock395$8.01 萬<0.1%+65+19.7%加碼歷史
CERNCERNER CorpCOM1,140$8.04 萬<0.1%00.0%不變歷史
ISLEIsleworth Healthcare Acquisition Corp.COM8,196$8.06 萬<0.1%00.0%不變歷史
ACNAccenture plcStock260$8.32 萬<0.1%00.0%不變歷史
IBMInternational Business Machines CorpStock603$8.38 萬<0.1%+403+201.5%加碼歷史
COFCapital One Financial CorpStock526$8.52 萬<0.1%−1−0.2%減碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF2,300$8.63 萬<0.1%00.0%不變–
TSCOTractor Supply CoCOM431$8.73 萬<0.1%+342+384.3%加碼歷史

2021 年第 2 季之後清倉（79 檔）

2021 年第 2 季季末還持有、這份申報已經沒有的部位。

West Paces Advisors Inc. 在 2021 年第 2 季之後清倉的部位
證券類別2021 年第 2 季股數2021 年第 2 季市值2021 年第 2 季佔組合 %紀錄
Schwab US Tips ETF808524870ETF1,546$9.66 萬<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF887$4.85 萬<0.1%–
Vanguard Mortgage-Backed Securities ETF92206C771ETF822$4.39 萬<0.1%–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF1,194$3.85 萬<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF698$3.80 萬<0.1%–
Schwab Fundamental International Equity ETF808524755ETF910$3.03 萬<0.1%–
LWLamb Weston Holdings, Inc.Stock333$2.69 萬<0.1%歷史
RMDResmed IncCOM108$2.66 萬<0.1%歷史
iShares Core High Dividend ETF46429B663ETF270$2.61 萬<0.1%–
Schwab Fundamental International Small Equity ETF808524748ETF586$2.30 萬<0.1%–
VEEVVeeva Systems IncStock56$1.74 萬<0.1%歷史
NIONIO Inc.ADR200$1.06 萬<0.1%歷史
RFICohen & Steers Total Return Realty Fund IncCOM620$1.01 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR42$9,525<0.1%歷史
MELIMercadolibre IncCOM6$9,347<0.1%歷史
MUABlackRock Muniassets Fund, Inc.COM541$9,121<0.1%歷史
BOEBlackRock Enhanced Global Dividend TrustCOM600$7,530<0.1%歷史
CHWCalamos Global Dynamic Income FundCOM678$7,431<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM102$7,350<0.1%歷史
Schwab U.S. REIT ETF808524847ETF155$7,097<0.1%–
Xtrackers International Real Estate ETF233051846ETF232$6,554<0.1%–
DBX ETF Tr233051432XTRACK USD HIGH145$5,845<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF209$5,524<0.1%–
MQYBlackRock Muniyield Quality Fund, Inc.COM323$5,410<0.1%歷史
MRNAModerna, Inc.Stock23$5,405<0.1%歷史
JCENuveen Core Equity Alpha FundCOM325$5,343<0.1%歷史
DSLDoubleLine Income Solutions FundCOM250$4,523<0.1%歷史
PFPTProofpoint IncCOM25$4,344<0.1%歷史
ARCCAres Capital CorpCEF217$4,251<0.1%歷史
GLQClough Global Equity FundCOM278$4,103<0.1%歷史
GLOClough Global Opportunities FundSH BEN INT313$3,787<0.1%歷史
BCEBce IncCOM NEW72$3,551<0.1%歷史
EIMEaton Vance Municipal Bond FundCOM241$3,297<0.1%歷史
EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc.COM531$3,250<0.1%歷史
MPTMedical Properties Trust IncCOM157$3,156<0.1%歷史
HQYHealthequity, Inc.COM38$3,058<0.1%歷史
Nuveen Enhanced Mun Value FD67074M101COM175$3,036<0.1%–
MFMAberdeen Municipal Income FundSH BEN INT403$2,877<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE43$2,749<0.1%歷史
MNROMonro, Inc.COM43$2,731<0.1%歷史
VODVodafone Group Public Ltd CoADR152$2,604<0.1%歷史
CPAYCorpay, Inc.COM10$2,561<0.1%歷史
LDOSLeidos Holdings, Inc.COM24$2,426<0.1%歷史
TTETotalEnergies SESPONSORED ADS53$2,399<0.1%歷史
DLTRDollar Tree, Inc.COM24$2,388<0.1%歷史
LGNDLigand Pharmaceuticals IncCOM NEW17$2,230<0.1%歷史
SNYSanofiSPONSORED ADR42$2,212<0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM12$2,183<0.1%歷史
LMNXLuminex CorpCOM57$2,098<0.1%歷史
AXSAxis Capital Holdings LtdSHS40$1,960<0.1%歷史
CHEChemed CorpCOM4$1,898<0.1%歷史
UBSIUnited Bankshares IncCOM51$1,862<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock59$1,810<0.1%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock21$1,767<0.1%歷史
FAFFirst American Financial CorpStock28$1,746<0.1%歷史
WEXWEX Inc.COM9$1,745<0.1%歷史
HCSGHealthcare Services Group IncCOM55$1,736<0.1%歷史
PPLPPL CorpCOM62$1,734<0.1%歷史
TXNMTXNM Energy IncCOM35$1,707<0.1%歷史
IDAIdacorp IncCOM17$1,658<0.1%歷史
CRICarters IncCOM16$1,651<0.1%歷史
ICUIIcu Medical IncCOM8$1,646<0.1%歷史
HASHasbro, Inc.COM17$1,607<0.1%歷史
PSNParsons CorpCOM40$1,574<0.1%歷史
BWXTBWX Technologies, Inc.COM26$1,511<0.1%歷史
WYNNWynn Resorts LtdCOM12$1,468<0.1%歷史
RNRRenaissancere Holdings LtdCOM9$1,339<0.1%歷史
JRVRJames River Group Holdings, Inc.COM35$1,313<0.1%歷史
PRIPrimerica, Inc.Stock8$1,225<0.1%歷史
ALXNAlexion Pharmaceuticals, Inc.COM6$1,102<0.1%歷史
FOXAFox CorpCL A COM29$1,077<0.1%歷史
TTWOTake Two Interactive Software IncCOM6$1,062<0.1%歷史
EXELExelixis, Inc.COM58$1,057<0.1%歷史
RGLDRoyal Gold IncStock9$1,027<0.1%歷史
APTAlpha Pro Tech LtdCOM100$857<0.1%歷史
KDPKeurig Dr Pepper Inc.COM22$775<0.1%歷史
NVTnVent Electric plcSHS23$719<0.1%歷史
CENCenter Coast Brookfield MLP & Energy Infrastructure FundSHS BEN INT31$414<0.1%歷史
APTSPreferred Apartment Communities IncCOM20$195<0.1%歷史