West Paces Advisors Inc.
- SEC CIK
- 0002004720
- 最新申報
- 2026/7/17
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 557
- 較 2024 年第 3 季 +9
- 總值
- $4.10 億
- 較 2024 年第 3 季 +$138.0 萬 (+0.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,681 | $15.3 萬 | <0.1% | 00.0% | 不變 | – |
| EDConsolidated Edison Inc | Stock | 1,740 | $15.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 545 | $16.2 萬 | <0.1% | +5+0.9% | 加碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,000 | $16.2 萬 | <0.1% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 657 | $16.2 萬 | <0.1% | +180+37.7% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 3,060 | $16.2 萬 | <0.1% | 00.0% | 不變依 5 比 1 拆股換算 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,200 | $16.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,300 | $16.4 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| HONHoneywell International Inc | COM | 733 | $16.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 880 | $17.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 725 | $17.0 萬 | <0.1% | −3−0.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 844 | $17.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 730 | $17.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,518 | $17.2 萬 | <0.1% | −436−22.3% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,620 | $17.3 萬 | <0.1% | −2,352−39.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 169 | $17.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 641 | $17.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 418 | $18.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,425 | $18.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 752 | $19.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,563 | $19.4 萬 | <0.1% | −61−2.3% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,663 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 2,701 | $19.4 萬 | <0.1% | −206−7.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,793 | $19.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,212 | $19.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 766 | $20.2 萬 | <0.1% | −9−1.2% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 8,610 | $20.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 501 | $20.6 萬 | 0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 1,535 | $20.8 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,247 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,420 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,199 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GPCGenuine Parts Co | Stock | 1,913 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,795 | $22.6 萬 | 0.1% | −210−10.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 433 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 2,990 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 726 | $24.3 萬 | 0.1% | −45−5.8% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,300 | $24.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,339 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| OKEONEOK Inc | COM | 2,527 | $25.4 萬 | 0.1% | +114+4.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 490 | $25.5 萬 | 0.1% | −11−2.2% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 8,245 | $26.8 萬 | 0.1% | +1,663+25.3% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 9,788 | $26.8 萬 | 0.1% | −74−0.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 328 | $29.2 萬 | 0.1% | +2+0.6% | 加碼 | 歷史 |
| SWSmurfit Westrock plc | Stock | 5,453 | $29.4 萬 | 0.1% | +5,453 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 595 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 12,815 | $31.1 萬 | 0.1% | −1,985−13.4% | 減碼依 2 比 1 拆股換算 | – |
| MCKMcKesson Corp | Stock | 550 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,206 | $31.4 萬 | 0.1% | −480−28.5% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 9,636 | $31.4 萬 | 0.1% | +298+3.2% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 633 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,521 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 961 | $35.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,434 | $36.3 萬 | 0.1% | −64−1.8% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,955 | $36.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 940 | $38.0 萬 | 0.1% | +19+2.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,669 | $38.1 萬 | 0.1% | −14−0.8% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,337 | $38.6 萬 | 0.1% | 00.0% | 不變 | – |
| DUKDuke Energy CORP | Stock | 3,629 | $39.1 萬 | 0.1% | −70−1.9% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,810 | $40.0 萬 | 0.1% | −387−17.6% | 減碼 | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,025 | $40.1 萬 | 0.1% | +225+5.9% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,550 | $40.3 萬 | 0.1% | −150−1.0% | 減碼依 3 比 1 拆股換算 | – |
| WECWec Energy Group, Inc. | Stock | 4,418 | $41.6 萬 | 0.1% | +160+3.8% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 13,192 | $42.4 萬 | 0.1% | −562−4.1% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,500 | $42.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 5,212 | $42.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,664 | $44.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 1,965 | $45.1 萬 | 0.1% | −8−0.4% | 減碼 | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 17,685 | $45.4 萬 | 0.1% | +17,685 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 3,494 | $45.9 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,502 | $46.3 萬 | 0.1% | 00.0% | 不變 | – |
| ORealty Income Corp | REIT | 8,718 | $46.6 萬 | 0.1% | −192−2.2% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 9,515 | $47.1 萬 | 0.1% | −1,500−13.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,086 | $47.3 萬 | 0.1% | +17+0.4% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,385 | $48.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 4,241 | $48.3 萬 | 0.1% | −438−9.4% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,170 | $48.7 萬 | 0.1% | −234−6.9% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 4,338 | $50.0 萬 | 0.1% | +56+1.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,109 | $50.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,108 | $51.0 萬 | 0.1% | +20+1.0% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,003 | $51.3 萬 | 0.1% | −8−0.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,467 | $53.2 萬 | 0.1% | −175−10.7% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 11,212 | $53.3 萬 | 0.1% | −235−2.1% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,335 | $54.2 萬 | 0.1% | +28+1.2% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,145 | $54.4 萬 | 0.1% | +64+3.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,187 | $55.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 4,008 | $56.2 萬 | 0.1% | +53+1.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,052 | $59.5 萬 | 0.1% | −159−7.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,135 | $59.8 萬 | 0.1% | +1,297+45.7% | 加碼 | 歷史 |
| AONAon plc | CL A | 1,885 | $67.7 萬 | 0.2% | −500−21.0% | 減碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 7,200 | $71.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,224 | $71.7 萬 | 0.2% | −27−2.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,130 | $72.4 萬 | 0.2% | +775+12.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 6,577 | $73.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,543 | $75.0 萬 | 0.2% | −52−3.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,066 | $76.0 萬 | 0.2% | +18+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,564 | $79.1 萬 | 0.2% | −81−4.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,705 | $79.2 萬 | 0.2% | −172−6.0% | 減碼 | 歷史 |
| SRESempra | Stock | 9,306 | $81.6 萬 | 0.2% | −230−2.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,072 | $83.2 萬 | 0.2% | +117+6.0% | 加碼 | – |
2024 年第 3 季之後清倉（21 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FNFFidelity National Financial, Inc. | COM SHS | 3,000 | $18.6 萬 | <0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 1,850 | $12.0 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 200 | $3.35 萬 | <0.1% | – |
| MGPIMGP Ingredients Inc | COM | 270 | $2.25 萬 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 100 | $8,014 | <0.1% | 歷史 |
| CDWCDW Corp | COM | 30 | $6,789 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 75 | $6,067 | <0.1% | 歷史 |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 1,385 | $5,609 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 40 | $4,763 | <0.1% | 歷史 |
| IDTIdt Corp | CL B NEW | 65 | $2,481 | <0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 8 | $2,115 | <0.1% | 歷史 |
| XYLXylem Inc. | COM | 6 | $810 | <0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 4 | $775 | <0.1% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 6 | $630 | <0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 9 | $593 | <0.1% | 歷史 |
| PODDInsulet Corp | Stock | 2 | $466 | <0.1% | 歷史 |
| SHCRSharecare, Inc. | COM CL A | 300 | $426 | <0.1% | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 45 | $354 | <0.1% | 歷史 |
| CPBCAMPBELL'S Co | COM | 7 | $342 | <0.1% | 歷史 |
| QIPTQuipt Home Medical Corp. | COM | 85 | $248 | <0.1% | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 5 | $204 | <0.1% | 歷史 |