West Paces Advisors Inc.
- SEC CIK
- 0002004720
- 最新申報
- 2026/7/17
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/12/18 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 555
- 較 2022 年第 4 季 +22
- 總值
- $3.22 億
- 較 2022 年第 4 季 +$763.4 萬 (+2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| STTState Street Corp | COM | 34 | $2,573 | <0.1% | +14+70.0% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 32 | $2,663 | <0.1% | 00.0% | 不變 | 歷史 |
| MHKMohawk Industries Inc | COM | 27 | $2,706 | <0.1% | 00.0% | 不變 | 歷史 |
| DISHDISH Network CORP | CL A | 300 | $2,799 | <0.1% | +300 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 24 | $2,832 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 179 | $2,851 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 190 | $2,941 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 15 | $2,944 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 62 | $3,039 | <0.1% | 00.0% | 不變 | 歷史 |
| PHMPultegroup Inc | COM | 53 | $3,089 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 51 | $3,231 | <0.1% | +1+2.0% | 加碼 | – |
| WTWWillis Towers Watson PLC | SHS | 15 | $3,486 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 59 | $3,683 | <0.1% | +21+55.3% | 加碼 | 歷史 |
| CODICompass Diversified Holdings | SH BEN INT | 200 | $3,816 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 85 | $3,845 | <0.1% | 00.0% | 不變 | 歷史 |
| SAIASaia Inc | COM | 15 | $4,081 | <0.1% | +15 | 新進 | 歷史 |
| MATMattel Inc | COM | 224 | $4,124 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 177 | $4,243 | <0.1% | +177 | 新進 | – |
| ALBAlbemarle Corp | Stock | 20 | $4,421 | <0.1% | +20 | 新進 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 80 | $4,440 | <0.1% | +80 | 新進 | 歷史 |
| HRLHormel Foods Corp | COM | 113 | $4,506 | <0.1% | +113 | 新進 | 歷史 |
| Immunoprecise Antibodies Ltd45257F200 | COM NEW | 1,665 | $4,612 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 76 | $4,721 | <0.1% | 00.0% | 不變 | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 468 | $4,750 | <0.1% | 00.0% | 不變 | 歷史 |
| POOLPool Corp | COM | 14 | $4,794 | <0.1% | 00.0% | 不變 | 歷史 |
| KMXCarMax Inc | COM | 75 | $4,821 | <0.1% | 00.0% | 不變 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 322 | $4,856 | <0.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 7 | $5,047 | <0.1% | +2+40.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 35 | $5,069 | <0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 11 | $5,112 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 410 | $5,133 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 79 | $5,328 | <0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 55 | $5,337 | <0.1% | 00.0% | 不變 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 50 | $5,401 | <0.1% | 00.0% | 不變 | 歷史 |
| AMCRAmcor plc | ORD | 478 | $5,440 | <0.1% | +478 | 新進 | 歷史 |
| LENLennar Corp | CL A | 52 | $5,466 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 49 | $5,506 | <0.1% | +49 | 新進 | 歷史 |
| OUTOUTFRONT Media Inc. | COM | 350 | $5,681 | <0.1% | +350 | 新進 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 367 | $5,707 | <0.1% | +367 | 新進 | 歷史 |
| KAIKadant Inc | COM | 28 | $5,839 | <0.1% | 00.0% | 不變 | 歷史 |
| SMSISmith Micro Software, Inc. | COM NEW | 5,035 | $5,841 | <0.1% | 00.0% | 不變 | 歷史 |
| DHIHorton D R Inc | COM | 60 | $5,861 | <0.1% | +15+33.3% | 加碼 | 歷史 |
| TPCSTechprecision Corp | COM NEW | 834 | $5,896 | <0.1% | −2,016−70.7% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 54 | $6,052 | <0.1% | +54 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 150 | $6,084 | <0.1% | 00.0% | 不變 | 歷史 |
| MNSTMonster Beverage Corp | COM | 114 | $6,157 | <0.1% | +24+26.7% | 加碼依 2 比 1 拆股換算 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 56 | $6,167 | <0.1% | +56 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 70 | $6,189 | <0.1% | +70 | 新進 | 歷史 |
| BENFranklin Templeton Inc | COM | 231 | $6,223 | <0.1% | +231 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 740 | $6,253 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 200 | $6,276 | <0.1% | +200 | 新進 | – |
| ENSGEnsign Group, Inc | COM | 66 | $6,306 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 40 | $6,330 | <0.1% | +40 | 新進 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 325 | $6,339 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 165 | $6,511 | <0.1% | 00.0% | 不變 | – |
| ADMArcher-Daniels-Midland Co | Stock | 82 | $6,532 | <0.1% | +82 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 43 | $6,533 | <0.1% | +43 | 新進 | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 308 | $6,597 | <0.1% | +308 | 新進 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 209 | $6,663 | <0.1% | +209 | 新進 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 95 | $6,705 | <0.1% | 00.0% | 不變 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 50 | $6,712 | <0.1% | 00.0% | 不變 | 歷史 |
| AOSSmith A O Corp | COM | 102 | $7,053 | <0.1% | +102 | 新進 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 38 | $7,146 | <0.1% | 00.0% | 不變 | 歷史 |
| CalAmp Corp.128126109 | COM | 2,000 | $7,180 | <0.1% | 00.0% | 不變 | – |
| AIZAssurant, Inc. | Stock | 62 | $7,444 | <0.1% | 00.0% | 不變 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 77 | $7,610 | <0.1% | +77 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 22 | $7,622 | <0.1% | +20+1,000.0% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 129 | $7,652 | <0.1% | +15+13.2% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 36 | $7,689 | <0.1% | −23−39.0% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 95 | $7,889 | <0.1% | −155−62.0% | 減碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 529 | $7,988 | <0.1% | +36+7.3% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 58 | $8,206 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 150 | $8,291 | <0.1% | +123+455.6% | 加碼 | 歷史 |
| VFCV F Corp | Stock | 363 | $8,316 | <0.1% | +62+20.6% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 72 | $8,365 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 117 | $8,388 | <0.1% | +17+17.0% | 加碼 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 140 | $8,400 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 13 | $8,955 | <0.1% | +13 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 278 | $9,046 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 50 | $9,059 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 100 | $9,200 | <0.1% | 00.0% | 不變 | 歷史 |
| GMGeneral Motors Co | COM | 255 | $9,353 | <0.1% | +255 | 新進 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 186 | $9,400 | <0.1% | +186 | 新進 | – |
| CMSCMS Energy Corp | COM | 154 | $9,453 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 110 | $9,503 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 119 | $9,589 | <0.1% | +64+116.4% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 360 | $9,590 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 176 | $9,699 | <0.1% | 00.0% | 不變 | 歷史 |
| CTASCintas Corp | Stock | 21 | $9,716 | <0.1% | +17+425.0% | 加碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 180 | $9,841 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 70 | $9,861 | <0.1% | 00.0% | 不變 | 歷史 |
| DARDarling Ingredients Inc. | COM | 169 | $9,870 | <0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 32 | $9,908 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 66 | $1.02 萬 | <0.1% | +53+407.7% | 加碼 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 590 | $1.03 萬 | <0.1% | 00.0% | 不變 | – |
| DKNGDraftKings Inc. | Stock | 540 | $1.05 萬 | <0.1% | −215−28.5% | 減碼 | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 116 | $1.07 萬 | <0.1% | +111+2,220.0% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 100 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AFLAflac Inc | Stock | 172 | $1.11 萬 | <0.1% | −72−29.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 153 | $1.12 萬 | <0.1% | +50+48.5% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（32 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 834 | $3.66 萬 | <0.1% | – |
| NLYAnnaly Capital Management Inc | REIT | 1,250 | $2.63 萬 | <0.1% | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 545 | $1.95 萬 | <0.1% | – |
| CADECadence Bancorporation | EQUITY US CM | 700 | $1.73 萬 | <0.1% | 歷史 |
| MATVMativ Holdings, Inc. | COM | 679 | $1.42 萬 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 155 | $1.01 萬 | <0.1% | 歷史 |
| MUABlackRock Muniassets Fund, Inc. | COM | 878 | $9,500 | <0.1% | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 6 | $7,651 | <0.1% | 歷史 |
| FNFabrinet | SHS | 47 | $6,026 | <0.1% | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 49 | $5,632 | <0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 348 | $4,907 | <0.1% | 歷史 |
| NVEENV5 Global, Inc. | COM | 34 | $4,499 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 53 | $4,347 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 86 | $3,769 | <0.1% | – |
| CBTCabot Corp | COM | 47 | $3,141 | <0.1% | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 63 | $3,097 | <0.1% | 歷史 |
| CRVLCorvel Corp | COM | 21 | $3,052 | <0.1% | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 10 | $2,833 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 25 | $2,638 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 14 | $1,184 | <0.1% | – |
| PBAPembina Pipeline Corp | COM | 31 | $1,052 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 13 | $1,005 | <0.1% | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 22 | $1,004 | <0.1% | – |
| RVTYRevvity, Inc. | COM | 4 | $561 | <0.1% | 歷史 |
| MCRMFS Charter Income Trust | SH BEN INT | 88 | $541 | <0.1% | 歷史 |
| COKECoca-Cola Consolidated, Inc. | COM | 1 | $512 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 12 | $499 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2 | $496 | <0.1% | – |
| LUMNLumen Technologies, Inc. | Stock | 92 | $480 | <0.1% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 7 | $354 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7 | $332 | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7 | $319 | <0.1% | – |