West Paces Advisors Inc.
- SEC CIK
- 0002004720
- 最新申報
- 2026/7/17
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/12/18 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 545
- 較 2023 年第 1 季 −10
- 總值
- $3.39 億
- 較 2023 年第 1 季 +$1,752 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | COM | 40 | $2,391 | <0.1% | 00.0% | 不變 | 歷史 |
| VMWVmware LLC | CL A COM | 17 | $2,443 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 7 | $2,463 | <0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 46 | $2,639 | <0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 62 | $2,645 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 24 | $2,657 | <0.1% | 00.0% | 不變 | 歷史 |
| MHKMohawk Industries Inc | COM | 27 | $2,785 | <0.1% | 00.0% | 不變 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 32 | $2,791 | <0.1% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 15 | $2,937 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 179 | $3,007 | <0.1% | 00.0% | 不變 | 歷史 |
| VFCV F Corp | Stock | 163 | $3,112 | <0.1% | −200−55.1% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 59 | $3,469 | <0.1% | 00.0% | 不變 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 15 | $3,533 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 51 | $3,572 | <0.1% | 00.0% | 不變 | – |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 177 | $4,041 | <0.1% | 00.0% | 不變 | – |
| XELXcel Energy Inc | Stock | 66 | $4,103 | <0.1% | −13−16.5% | 減碼 | 歷史 |
| PHMPultegroup Inc | COM | 53 | $4,117 | <0.1% | 00.0% | 不變 | 歷史 |
| CODICompass Diversified Holdings | SH BEN INT | 200 | $4,338 | <0.1% | 00.0% | 不變 | 歷史 |
| MATMattel Inc | COM | 224 | $4,377 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 20 | $4,462 | <0.1% | 00.0% | 不變 | 歷史 |
| HRLHormel Foods Corp | COM | 113 | $4,545 | <0.1% | 00.0% | 不變 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 85 | $4,772 | <0.1% | 00.0% | 不變 | 歷史 |
| MDXGMimedx Group, Inc. | COM | 725 | $4,792 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 77 | $4,846 | <0.1% | +1+1.3% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 35 | $4,862 | <0.1% | 00.0% | 不變 | 歷史 |
| Immunoprecise Antibodies Ltd45257F200 | COM NEW | 1,665 | $4,928 | <0.1% | 00.0% | 不變 | – |
| AMCRAmcor plc | ORD | 502 | $5,010 | <0.1% | +24+5.0% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 54 | $5,255 | <0.1% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 7 | $5,488 | <0.1% | 00.0% | 不變 | 歷史 |
| SMSISmith Micro Software, Inc. | COM NEW | 5,035 | $5,589 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 49 | $5,701 | <0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 205 | $5,840 | <0.1% | −200−49.4% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 64 | $5,997 | <0.1% | −55−46.2% | 減碼 | 歷史 |
| TPCSTechprecision Corp | COM NEW | 834 | $6,163 | <0.1% | 00.0% | 不變 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 367 | $6,169 | <0.1% | 00.0% | 不變 | 歷史 |
| BENFranklin Templeton Inc | COM | 231 | $6,170 | <0.1% | 00.0% | 不變 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 493 | $6,182 | <0.1% | −36−6.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 11 | $6,182 | <0.1% | 00.0% | 不變 | 歷史 |
| LEGLeggett & Platt Inc | Stock | 209 | $6,191 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 82 | $6,196 | <0.1% | 00.0% | 不變 | 歷史 |
| ENSGEnsign Group, Inc | COM | 66 | $6,300 | <0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 43 | $6,349 | <0.1% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 40 | $6,362 | <0.1% | 00.0% | 不變 | 歷史 |
| LENLennar Corp | CL A | 52 | $6,516 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 165 | $6,527 | <0.1% | 00.0% | 不變 | – |
| MNSTMonster Beverage Corp | COM | 114 | $6,548 | <0.1% | 00.0% | 不變 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 322 | $6,588 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 200 | $6,608 | <0.1% | 00.0% | 不變 | – |
| EXPDExpeditors International of Washington Inc | COM | 56 | $6,783 | <0.1% | 00.0% | 不變 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 50 | $6,901 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 70 | $7,016 | <0.1% | 00.0% | 不變 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 100 | $7,157 | <0.1% | −250−71.4% | 減碼 | 歷史 |
| DHIHorton D R Inc | COM | 60 | $7,301 | <0.1% | 00.0% | 不變 | 歷史 |
| AOSSmith A O Corp | COM | 102 | $7,424 | <0.1% | 00.0% | 不變 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 77 | $7,451 | <0.1% | 00.0% | 不變 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 50 | $7,457 | <0.1% | 00.0% | 不變 | 歷史 |
| AIZAssurant, Inc. | Stock | 62 | $7,795 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 95 | $7,938 | <0.1% | 00.0% | 不變 | – |
| SPXCSPX Technologies, Inc. | COM | 95 | $8,072 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 58 | $8,152 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 490 | $8,163 | <0.1% | +300+157.9% | 加碼 | 歷史 |
| WATWaters Corp | COM | 31 | $8,263 | <0.1% | −1−3.1% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 22 | $8,414 | <0.1% | 00.0% | 不變 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 50 | $8,674 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 468 | $8,812 | <0.1% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 180 | $8,973 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 110 | $8,984 | <0.1% | 00.0% | 不變 | 歷史 |
| ICLRIcon PLC | COM | 36 | $9,007 | <0.1% | 00.0% | 不變 | 歷史 |
| CMSCMS Energy Corp | COM | 154 | $9,048 | <0.1% | 00.0% | 不變 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 38 | $9,126 | <0.1% | 00.0% | 不變 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 140 | $9,236 | <0.1% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 72 | $9,253 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 360 | $9,436 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 117 | $9,464 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 59 | $9,675 | <0.1% | −7−10.6% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 150 | $9,690 | <0.1% | 00.0% | 不變 | 歷史 |
| AESAES Corp | Stock | 469 | $9,722 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 590 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| LUVSouthwest Airlines Co | COM | 278 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 100 | $1.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 70 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 197 | $1.02 萬 | <0.1% | −200−50.4% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 176 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 13 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 60 | $1.03 萬 | <0.1% | −3−4.8% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 21 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KHCKraft Heinz Co | Stock | 300 | $1.06 萬 | <0.1% | −13−4.2% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 169 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 100 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 632 | $1.13 萬 | <0.1% | −44−6.5% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 740 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DKNGDraftKings Inc. | Stock | 440 | $1.17 萬 | <0.1% | −100−18.5% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 172 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 137 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 1,635 | $1.26 萬 | <0.1% | +400+32.4% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 153 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBRECbre Group, Inc. | CL A | 159 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBYBest Buy Co Inc | Stock | 158 | $1.29 萬 | <0.1% | −394−71.4% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 102 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 250 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（26 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524862 | SHT TM US TRES | 12,760 | $62.3 萬 | 0.2% | – |
| USXUS Xpress Enterprises Inc | COM CL A | 21,475 | $12.8 萬 | <0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,200 | $8.86 萬 | <0.1% | – |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 2,046 | $2.08 萬 | <0.1% | 歷史 |
| INGRIngredion Inc | COM | 155 | $1.58 萬 | <0.1% | 歷史 |
| JJacobs Solutions Inc. | COM | 130 | $1.53 萬 | <0.1% | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 200 | $1.13 萬 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 116 | $1.07 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 255 | $9,353 | <0.1% | 歷史 |
| COLBColumbia Banking System, Inc. | COM | 308 | $6,597 | <0.1% | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 325 | $6,339 | <0.1% | – |
| BAXBaxter International Inc | Stock | 150 | $6,084 | <0.1% | 歷史 |
| KAIKadant Inc | COM | 28 | $5,839 | <0.1% | 歷史 |
| OUTOUTFRONT Media Inc. | COM | 350 | $5,681 | <0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 55 | $5,337 | <0.1% | 歷史 |
| KEYKeycorp | COM | 410 | $5,133 | <0.1% | 歷史 |
| KMXCarMax Inc | COM | 75 | $4,821 | <0.1% | 歷史 |
| POOLPool Corp | COM | 14 | $4,794 | <0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 80 | $4,440 | <0.1% | 歷史 |
| SAIASaia Inc | COM | 15 | $4,081 | <0.1% | 歷史 |
| MQMarqeta, Inc. | CLASS A COM | 345 | $1,577 | <0.1% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 8 | $1,081 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 3 | $932 | <0.1% | – |
| EPAMEPAM Systems, Inc. | COM | 3 | $897 | <0.1% | 歷史 |
| APTVAptiv PLC | SHS | 5 | $561 | <0.1% | 歷史 |
| ALLEAllegion plc | ORD SHS | 3 | $320 | <0.1% | 歷史 |