West Paces Advisors Inc.
- SEC CIK
- 0002004720
- 最新申報
- 2026/7/17
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/12/18 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 533
- 較 2022 年第 3 季 +10
- 總值
- $3.14 億
- 較 2022 年第 3 季 +$3,292 萬 (+11.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PSAPublic Storage | COM | 45 | $1.26 萬 | <0.1% | −5−10.0% | 減碼 | 歷史 |
| VRSNVerisign Inc | COM | 62 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 351 | $1.31 萬 | <0.1% | +104+42.1% | 加碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 252 | $1.32 萬 | <0.1% | +252 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 72 | $1.32 萬 | <0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 352 | $1.34 萬 | <0.1% | −175−33.2% | 減碼 | 歷史 |
| AESAES Corp | Stock | 469 | $1.35 萬 | <0.1% | +469 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 632 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 240 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 86 | $1.38 萬 | <0.1% | +86 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 58 | $1.39 萬 | <0.1% | +58 | 新進 | 歷史 |
| CDWCDW Corp | COM | 79 | $1.41 萬 | <0.1% | +79 | 新進 | 歷史 |
| TRPTC Energy Corp | COM | 356 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MATVMativ Holdings, Inc. | COM | 679 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 190 | $1.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 197 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 120 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 183 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 37 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 76 | $1.56 萬 | <0.1% | +76 | 新進 | 歷史 |
| FEFirstenergy Corp | COM | 377 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 317 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 138 | $1.62 萬 | <0.1% | +5+3.8% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 171 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 136 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 35 | $1.64 萬 | <0.1% | +35 | 新進 | 歷史 |
| CMICummins Inc | Stock | 68 | $1.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 100 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 618 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 86 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CADECadence Bancorporation | EQUITY US CM | 700 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 244 | $1.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 320 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DFSDiscover Financial Services | COM | 182 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 120 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 288 | $1.81 萬 | <0.1% | +288 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 72 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 101 | $1.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 139 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 70 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 545 | $1.95 萬 | <0.1% | +545 | 新進 | – |
| EBAYeBay Inc | COM | 473 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GPNGlobal Payments Inc | Stock | 200 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 150 | $2.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 64 | $2.04 萬 | <0.1% | −61−48.8% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 160 | $2.05 萬 | <0.1% | −40−20.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 140 | $2.05 萬 | <0.1% | −50−26.3% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 250 | $2.06 萬 | <0.1% | +80+47.1% | 加碼 | – |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 2,046 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 161 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USXUS Xpress Enterprises Inc | COM CL A | 11,475 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 75 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 290 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,920 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 201 | $2.26 萬 | <0.1% | +5+2.6% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 482 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 94 | $2.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 157 | $2.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 517 | $2.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,079 | $2.42 萬 | <0.1% | +1,014+95.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 437 | $2.43 萬 | <0.1% | 00.0% | 不變 | – |
| APHAmphenol Corp | CL A | 322 | $2.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 100 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 335 | $2.50 萬 | <0.1% | +35+11.7% | 加碼 | – |
| APAAPA Corp | Stock | 541 | $2.53 萬 | <0.1% | −155−22.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 87 | $2.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 100 | $2.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 13 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 1,250 | $2.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 104 | $2.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 116 | $2.75 萬 | <0.1% | −4−3.3% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 375 | $2.76 萬 | <0.1% | 00.0% | 不變 | – |
| ENBEnbridge Inc | Stock | 707 | $2.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NINisource Inc. | COM | 1,072 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 87 | $2.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 730 | $2.99 萬 | <0.1% | +365+100.0% | 加碼 | – |
| FDXFedEx Corp | Stock | 175 | $3.03 萬 | <0.1% | +32+22.4% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 399 | $3.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLOValero Energy Corp | Stock | 242 | $3.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 266 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 705 | $3.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 707 | $3.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 250 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 1,337 | $3.25 萬 | <0.1% | −580−30.3% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 990 | $3.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 140 | $3.30 萬 | <0.1% | −12−7.9% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 384 | $3.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 217 | $3.45 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 400 | $3.45 萬 | <0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 257 | $3.49 萬 | <0.1% | +77+42.8% | 加碼 | 歷史 |
| NOVNOV Inc. | COM | 1,681 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,573 | $3.57 萬 | <0.1% | −1,927−55.1% | 減碼 | – |
| IRIngersoll Rand Inc. | COM | 685 | $3.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 300 | $3.62 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 258 | $3.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 834 | $3.66 萬 | <0.1% | +834 | 新進 | – |
| INTUIntuit Inc. | Stock | 100 | $3.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 205 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 2,288 | $4.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 3,815 | $4.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（35 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 9,480 | $22.2 萬 | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 700 | $5.80 萬 | <0.1% | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 5,000 | $5.63 萬 | <0.1% | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 613 | $3.79 萬 | <0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 1,000 | $3.75 萬 | <0.1% | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 247 | $1.76 萬 | <0.1% | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 455 | $1.30 萬 | <0.1% | 歷史 |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 950 | $1.29 萬 | <0.1% | 歷史 |
| CTXSCitrix Systems Inc | COM | 110 | $1.14 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 152 | $1.08 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 107 | $6,671 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 72 | $5,949 | <0.1% | 歷史 |
| NOMDNomad Foods Ltd | USD ORD SHS | 413 | $5,865 | <0.1% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 44 | $3,708 | <0.1% | 歷史 |
| FLYYSpirit Aviation Holdings, Inc. | COM | 145 | $2,729 | <0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 47 | $2,437 | <0.1% | – |
| JCIJohnson Controls International plc | Stock | 45 | $2,215 | <0.1% | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 44 | $2,167 | <0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 46 | $2,088 | <0.1% | – |
| CLXClorox Co | Stock | 15 | $1,926 | <0.1% | 歷史 |
| APTVAptiv PLC | SHS | 18 | $1,408 | <0.1% | 歷史 |
| MTDMettler Toledo International Inc | COM | 1 | $1,084 | <0.1% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 20 | $1,065 | <0.1% | 歷史 |
| OKEONEOK Inc | COM | 20 | $1,025 | <0.1% | 歷史 |
| WDCWestern Digital Corp | COM | 23 | $749 | <0.1% | 歷史 |
| PFLTPennantPark Floating Rate Capital Ltd. | COM | 76 | $730 | <0.1% | 歷史 |
| SLGSL Green Realty Corp | COM | 17 | $683 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 12 | $570 | <0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 3 | $512 | <0.1% | 歷史 |
| KIMKimco Realty Corp | COM | 26 | $479 | <0.1% | 歷史 |
| BHFBrighthouse Financial, Inc. | COM | 11 | $478 | <0.1% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 4 | $436 | <0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 5 | $294 | <0.1% | 歷史 |
| CHWYChewy, Inc. | CL A | 8 | $246 | <0.1% | 歷史 |
| NTNXNutanix, Inc. | Stock | 7 | $146 | <0.1% | 歷史 |