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 |
|---|---|---|---|---|---|---|---|
| AVYAvery Dennison Corp | COM | 63 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 469 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 200 | $1.13 萬 | <0.1% | +200 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 137 | $1.15 萬 | <0.1% | +17+14.2% | 加碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 159 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VMCVulcan Materials CO | COM | 68 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 313 | $1.21 萬 | <0.1% | +13+4.3% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 102 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 676 | $1.25 萬 | <0.1% | +44+7.0% | 加碼 | 歷史 |
| PTLOPortillo's Inc. | COM CL A | 600 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSNVerisign Inc | COM | 62 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 72 | $1.36 萬 | <0.1% | 00.0% | 不變 | – |
| DOWDow Inc. | Stock | 250 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 197 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRPTC Energy Corp | COM | 356 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 1,235 | $1.40 萬 | <0.1% | −250−16.8% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 405 | $1.40 萬 | <0.1% | +54+15.4% | 加碼 | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 252 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 48 | $1.45 萬 | <0.1% | +3+6.7% | 加碼 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 240 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FEFirstenergy Corp | COM | 377 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 76 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JJacobs Solutions Inc. | COM | 130 | $1.53 萬 | <0.1% | +130 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 58 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 9 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDWCDW Corp | COM | 79 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 384 | $1.57 萬 | <0.1% | +32+9.1% | 加碼 | 歷史 |
| INGRIngredion Inc | COM | 155 | $1.58 萬 | <0.1% | +155 | 新進 | 歷史 |
| CORCencora, Inc. | Stock | 100 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 68 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 147 | $1.65 萬 | <0.1% | +9+6.5% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 264 | $1.70 萬 | <0.1% | +77+41.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 200 | $1.71 萬 | <0.1% | +17+9.3% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 231 | $1.74 萬 | <0.1% | +94+68.6% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 86 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 128 | $1.77 萬 | <0.1% | +8+6.7% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 86 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 618 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 365 | $1.84 萬 | <0.1% | −365−50.0% | 減碼 | – |
| DFSDiscover Financial Services | COM | 191 | $1.89 萬 | <0.1% | +9+4.9% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 320 | $1.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 35 | $1.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 70 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 288 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 37 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCDXC Technology Co | Stock | 775 | $1.98 萬 | <0.1% | +775 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 261 | $2.02 萬 | <0.1% | +71+37.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 196 | $2.06 萬 | <0.1% | +60+44.1% | 加碼 | 歷史 |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 2,046 | $2.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 473 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 147 | $2.10 萬 | <0.1% | +57+63.3% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 200 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 72 | $2.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,920 | $2.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIDarden Restaurants Inc | COM | 139 | $2.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 201 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 161 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 350 | $2.21 萬 | <0.1% | +350 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 397 | $2.22 萬 | <0.1% | −1,085−73.2% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 107 | $2.23 萬 | <0.1% | +6+5.9% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 837 | $2.28 萬 | <0.1% | −500−37.4% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 75 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 641 | $2.31 萬 | <0.1% | +100+18.5% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 244 | $2.33 萬 | <0.1% | +73+42.7% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 176 | $2.35 萬 | <0.1% | +56+46.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 394 | $2.38 萬 | <0.1% | +77+24.3% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 315 | $2.38 萬 | <0.1% | −60−16.0% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 150 | $2.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 633 | $2.41 萬 | <0.1% | −74−10.5% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 100 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 335 | $2.48 萬 | <0.1% | 00.0% | 不變 | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 309 | $2.53 萬 | <0.1% | +309 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 482 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 157 | $2.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 2,074 | $2.61 萬 | <0.1% | −5−0.2% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 159 | $2.65 萬 | <0.1% | +19+13.6% | 加碼 | 歷史 |
| NOVNOV Inc. | COM | 1,431 | $2.65 萬 | <0.1% | −250−14.9% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 69 | $2.67 萬 | <0.1% | +5+7.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 607 | $2.71 萬 | <0.1% | +90+17.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 338 | $2.76 萬 | <0.1% | +16+5.0% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 745 | $2.77 萬 | <0.1% | +745 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 124 | $2.83 萬 | <0.1% | +30+31.9% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 437 | $2.85 萬 | <0.1% | 00.0% | 不變 | – |
| SYFSynchrony Financial | COM | 990 | $2.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 87 | $2.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 92 | $2.93 萬 | <0.1% | +90+4,500.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 175 | $2.94 萬 | <0.1% | −265−60.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 104 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IOSPInnospec Inc. | COM | 290 | $2.98 萬 | <0.1% | +290 | 新進 | 歷史 |
| NINisource Inc. | COM | 1,072 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 384 | $3.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 263 | $3.01 萬 | <0.1% | +13+5.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 225 | $3.02 萬 | <0.1% | −32−12.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 94 | $3.07 萬 | <0.1% | +7+8.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 127 | $3.14 萬 | <0.1% | +27+27.0% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 140 | $3.15 萬 | <0.1% | +24+20.7% | 加碼 | 歷史 |
| METMetlife Inc | Stock | 552 | $3.20 萬 | <0.1% | +262+90.3% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 140 | $3.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 707 | $3.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IDAIT Stamp Inc | CL A NEW | 12,837 | $3.30 萬 | <0.1% | +12,837 | 新進 | 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% | – |