West Paces Advisors Inc.
- SEC CIK
- 0002004720
- 最新申報
- 2026/7/17
2022 年第 1 季持倉
持倉截至 2022/3/31，2023/12/19 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 575
- 較 2021 年第 4 季 +4
- 總值
- $3.21 億
- 較 2021 年第 4 季 +$14.3 萬 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| KEYKeycorp | COM | 410 | $9,176 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 18 | $9,209 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 72 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 114 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 90 | $1.03 萬 | <0.1% | +31+52.5% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 110 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLColgate Palmolive Co | Stock | 137 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 110 | $1.06 萬 | <0.1% | +10+10.0% | 加碼 | 歷史 |
| OGNOrganon & Co. | Stock | 305 | $1.07 萬 | <0.1% | −90−22.8% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 60 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 247 | $1.11 萬 | <0.1% | +47+23.5% | 加碼 | 歷史 |
| AIZAssurant, Inc. | Stock | 62 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 58 | $1.13 萬 | <0.1% | +3+5.5% | 加碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 75 | $1.14 萬 | <0.1% | +5+7.1% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 249 | $1.14 萬 | <0.1% | +9+3.8% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 131 | $1.15 萬 | <0.1% | +131 | 新進 | 歷史 |
| CTXSCitrix Systems Inc | COM | 115 | $1.16 萬 | <0.1% | +5+4.5% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 202 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 39 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 183 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 68 | $1.25 萬 | <0.1% | +2+3.0% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 187 | $1.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 140 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 27 | $1.27 萬 | <0.1% | −53−66.3% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 102 | $1.29 萬 | <0.1% | −1−1.0% | 減碼 | 歷史 |
| DTEDte Energy Co | COM | 100 | $1.32 萬 | <0.1% | −29−22.5% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 176 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 138 | $1.39 萬 | <0.1% | +138 | 新進 | 歷史 |
| CMICummins Inc | Stock | 68 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSNVerisign Inc | COM | 63 | $1.40 萬 | <0.1% | +4+6.8% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 197 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRECbre Group, Inc. | CL A | 159 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 290 | $1.46 萬 | <0.1% | +100+52.6% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 70 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 100 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 360 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 190 | $1.55 萬 | <0.1% | +20+11.8% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 320 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 950 | $1.56 萬 | <0.1% | −950−50.0% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 38 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 244 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 120 | $1.57 萬 | <0.1% | +20+20.0% | 加碼 | 歷史 |
| CTASCintas Corp | Stock | 37 | $1.57 萬 | <0.1% | +2+5.7% | 加碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 322 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 171 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 296 | $1.67 萬 | <0.1% | +296 | 新進 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 590 | $1.69 萬 | <0.1% | +315+114.5% | 加碼 | – |
| EMNEastman Chemical Co | Stock | 152 | $1.70 萬 | <0.1% | +152 | 新進 | 歷史 |
| VFCV F Corp | Stock | 301 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 784 | $1.75 萬 | <0.1% | +10+1.3% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 133 | $1.75 萬 | <0.1% | +12+9.9% | 加碼 | 歷史 |
| SMSISmith Micro Software, Inc. | COM NEW | 4,685 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,065 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 139 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 160 | $1.90 萬 | <0.1% | +24+17.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 68 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 49 | $1.91 萬 | <0.1% | +5+11.4% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 63 | $1.93 萬 | <0.1% | −12−16.0% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 80 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Neenah Inc640079109 | COM | 500 | $1.98 萬 | <0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,456 | $2.00 萬 | <0.1% | +75+5.4% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 182 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 136 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 290 | $2.04 萬 | <0.1% | −34−10.5% | 減碼 | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 700 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 156 | $2.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 208 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 248 | $2.12 萬 | <0.1% | +7+2.9% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 161 | $2.13 萬 | <0.1% | +11+7.3% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 90 | $2.13 萬 | <0.1% | +4+4.7% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 101 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 618 | $2.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 33 | $2.26 萬 | <0.1% | +3+10.0% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 399 | $2.26 萬 | <0.1% | +219+121.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 94 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 44 | $2.37 萬 | <0.1% | −6−12.0% | 減碼 | 歷史 |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 2,046 | $2.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 300 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| VLOValero Energy Corp | Stock | 242 | $2.46 萬 | <0.1% | −38−13.6% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 87 | $2.47 萬 | <0.1% | +11+14.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 317 | $2.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 365 | $2.47 萬 | <0.1% | 00.0% | 不變 | – |
| APHAmphenol Corp | CL A | 328 | $2.47 萬 | <0.1% | +20+6.5% | 加碼 | 歷史 |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 2,025 | $2.48 萬 | <0.1% | +2,025 | 新進 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 236 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 108 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 203 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 605 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NADNuveen Quality Municipal Income Fund | COM | 1,875 | $2.50 萬 | <0.1% | +1,875 | 新進 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 1,915 | $2.51 萬 | <0.1% | +1,915 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 104 | $2.52 萬 | <0.1% | −36−25.7% | 減碼 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,920 | $2.52 萬 | <0.1% | +526+37.7% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 75 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BYMBlackRock Municipal Income Quality Trust | COM | 1,925 | $2.55 萬 | <0.1% | +1,925 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 527 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 105 | $2.63 萬 | <0.1% | +55+110.0% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 223 | $2.66 萬 | <0.1% | +97+77.0% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 298 | $2.67 萬 | <0.1% | +58+24.2% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 110 | $2.71 萬 | <0.1% | +110 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 473 | $2.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（71 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,590 | $21.0 萬 | 0.1% | – |
| XLNXXilinx Inc | COM | 495 | $10.5 萬 | <0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 229 | $10.5 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V100 | AEROSPACE DEFN | 1,000 | $7.22 萬 | <0.1% | – |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 2,000 | $5.72 萬 | <0.1% | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 600 | $5.30 萬 | <0.1% | – |
| STORStore Capital LLC | COM | 1,500 | $5.16 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 2,000 | $4.73 萬 | <0.1% | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 500 | $3.10 萬 | <0.1% | – |
| iShares Tr464289123 | NEW ZEALAND ETF | 480 | $2.83 萬 | <0.1% | – |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 1,000 | $2.60 萬 | <0.1% | – |
| CDRCedar Realty Trust, Inc. | COM NEW | 1,000 | $2.51 萬 | <0.1% | 歷史 |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 1,000 | $2.27 萬 | <0.1% | 歷史 |
| TRUTransUnion | COM | 170 | $2.02 萬 | <0.1% | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 300 | $1.83 萬 | <0.1% | – |
| BLWBlackRock Ltd Duration Income Trust | COM SHS | 1,000 | $1.69 萬 | <0.1% | 歷史 |
| RPT Realty74971D101 | SH BEN INT | 1,000 | $1.34 萬 | <0.1% | – |
| GSKYGreenSky, Inc. | CL A | 1,090 | $1.24 萬 | <0.1% | 歷史 |
| EATBrinker International, Inc | Stock | 243 | $8,891 | <0.1% | 歷史 |
| CINFCincinnati Financial Corp | COM | 76 | $8,659 | <0.1% | 歷史 |
| IQIInvesco Quality Municipal Income Trust | COM | 513 | $6,972 | <0.1% | 歷史 |
| MNPWestern Asset Municipal Partners Fund Inc. | COM | 448 | $6,971 | <0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 113 | $5,913 | <0.1% | 歷史 |
| AESAES Corp | Stock | 237 | $5,759 | <0.1% | 歷史 |
| SNAPSnap Inc | Stock | 120 | $5,644 | <0.1% | 歷史 |
| UGIUgi Corp | Stock | 105 | $4,821 | <0.1% | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 27 | $4,679 | <0.1% | – |
| iShares Tr464288687 | PFD AND INCM SEC | 106 | $4,167 | <0.1% | – |
| BCEBce Inc | COM NEW | 80 | $4,163 | <0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 27 | $4,112 | <0.1% | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 30 | $3,575 | <0.1% | 歷史 |
| Sunpower Corp867652406 | COM | 165 | $3,444 | <0.1% | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 14 | $3,121 | <0.1% | 歷史 |
| WBSWebster Financial Corp | COM | 55 | $3,071 | <0.1% | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 35 | $2,812 | <0.1% | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 20 | $2,794 | <0.1% | 歷史 |
| CVLTCommvault Systems Inc | COM | 40 | $2,757 | <0.1% | 歷史 |
| ALGTAllegiant Travel CO | COM | 14 | $2,619 | <0.1% | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 54 | $2,591 | <0.1% | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 28 | $2,550 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 56 | $2,543 | <0.1% | 歷史 |
| KKellanova | Stock | 39 | $2,512 | <0.1% | 歷史 |
| DLBDolby Laboratories, Inc. | COM CL A | 26 | $2,476 | <0.1% | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 45 | $2,451 | <0.1% | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 170 | $2,448 | <0.1% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 27 | $2,400 | <0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 99 | $2,382 | <0.1% | 歷史 |
| CRNCCerence Inc. | COM | 31 | $2,376 | <0.1% | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 29 | $2,304 | <0.1% | 歷史 |
| CHGGChegg, Inc | COM | 75 | $2,303 | <0.1% | 歷史 |
| HAINHain Celestial Group Inc | COM | 54 | $2,301 | <0.1% | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 15 | $2,270 | <0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 19 | $2,157 | <0.1% | 歷史 |
| MANManpowerGroup Inc. | COM | 22 | $2,141 | <0.1% | 歷史 |
| ICUIIcu Medical Inc | COM | 9 | $2,136 | <0.1% | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 19 | $2,080 | <0.1% | 歷史 |
| COHRCoherent Corp. | COM | 30 | $2,050 | <0.1% | 歷史 |
| HQYHealthequity, Inc. | COM | 42 | $1,858 | <0.1% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 19 | $1,417 | <0.1% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 169 | $1,391 | <0.1% | 歷史 |
| UPWKUpwork, Inc | COM | 35 | $1,196 | <0.1% | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 87 | $1,092 | <0.1% | 歷史 |
| PDPagerDuty, Inc. | COM | 30 | $1,043 | <0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 20 | $1,037 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 10 | $1,032 | <0.1% | 歷史 |
| APPSDigital Turbine, Inc. | COM NEW | 15 | $915 | <0.1% | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 35 | $601 | <0.1% | 歷史 |
| UNITUniti Group Inc. | COM | 42 | $588 | <0.1% | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 12 | $335 | <0.1% | 歷史 |
| Maxeon Solar Technologies LTY58473102 | SHS | 20 | $278 | <0.1% | – |
| SONYSony Group Corp | SPONSORED ADR | 1 | $126 | <0.1% | 歷史 |