West Paces Advisors Inc.
- SEC CIK
- 0002004720
- 最新申報
- 2026/7/17
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 563
- 較 2024 年第 4 季 +6
- 總值
- $4.39 億
- 較 2024 年第 4 季 +$2,934 萬 (+7.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CINFCincinnati Financial Corp | COM | 54 | $7,977 | <0.1% | 00.0% | 不變 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 35 | $8,146 | <0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 189 | $8,375 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 250 | $8,730 | <0.1% | 00.0% | 不變 | 歷史 |
| WRBBerkley W R Corp | COM | 123 | $8,753 | <0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 11 | $8,758 | <0.1% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 264 | $8,960 | <0.1% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 468 | $9,140 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 176 | $9,164 | <0.1% | 00.0% | 不變 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 125 | $9,188 | <0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 31 | $9,278 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 35 | $9,335 | <0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 70 | $9,579 | <0.1% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 238 | $9,751 | <0.1% | 00.0% | 不變 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 100 | $9,865 | <0.1% | 00.0% | 不變 | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 140 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 119 | $1.00 萬 | <0.1% | +100+526.3% | 加碼 | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 200 | $1.02 萬 | <0.1% | −300−60.0% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 107 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVYAvery Dennison Corp | COM | 60 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 74 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,075 | $1.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 590 | $1.08 萬 | <0.1% | 00.0% | 不變 | – |
| GISGeneral Mills Inc | Stock | 183 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 197 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 30 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 80 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 100 | $1.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMSCMS Energy Corp | COM | 154 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 940 | $1.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 270 | $1.18 萬 | <0.1% | 00.0% | 不變 | – |
| FEFirstenergy Corp | COM | 300 | $1.21 萬 | <0.1% | +300 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 52 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 72 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 95 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 35 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 1,960 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 322 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AIZAssurant, Inc. | Stock | 62 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VLTOVeralto Corp | Stock | 135 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 164 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 641 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NDAQNasdaq, Inc. | COM | 180 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 1,021 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 360 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 125 | $1.45 萬 | <0.1% | −125−50.0% | 減碼 | – |
| ROKRockwell Automation, Inc | Stock | 58 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 972 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EDConsolidated Edison Inc | Stock | 140 | $1.55 萬 | <0.1% | −1,600−92.0% | 減碼 | 歷史 |
| CBRECbre Group, Inc. | CL A | 120 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRSNVerisign Inc | COM | 62 | $1.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 215 | $1.58 萬 | <0.1% | +215 | 新進 | – |
| IPGInterpublic Group of Companies, Inc. | COM | 585 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 72 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| EOGEOG Resources Inc | Stock | 126 | $1.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 70 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 27 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 125 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WELLWelltower Inc. | REIT | 117 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 263 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 166 | $1.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 240 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 210 | $1.85 萬 | <0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 209 | $1.96 萬 | <0.1% | −22−9.5% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 172 | $2.00 萬 | <0.1% | +61+55.0% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 530 | $2.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 136 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 80 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 191 | $2.13 萬 | <0.1% | −65−25.4% | 減碼 | 歷史 |
| NOVNOV Inc. | COM | 1,431 | $2.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 117 | $2.22 萬 | <0.1% | −34−22.5% | 減碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 215 | $2.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 138 | $2.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 120 | $2.32 萬 | <0.1% | +120 | 新進 | – |
| STZConstellation Brands, Inc. | Stock | 131 | $2.40 萬 | <0.1% | −73−35.8% | 減碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 365 | $2.42 萬 | <0.1% | 00.0% | 不變 | – |
| DRIDarden Restaurants Inc | COM | 121 | $2.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 160 | $2.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 378 | $2.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 85 | $2.57 萬 | <0.1% | −28−24.8% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 198 | $2.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 434 | $2.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 370 | $2.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 345 | $2.72 萬 | <0.1% | +15+4.5% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 166 | $2.73 萬 | <0.1% | −14−7.8% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 100 | $2.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 320 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | Stock | 368 | $2.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGVTIngevity Corp | COM | 722 | $2.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 200 | $2.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNPSSynopsys Inc | COM | 69 | $2.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 600 | $2.99 萬 | <0.1% | 00.0% | 不變 | – |
| GPNGlobal Payments Inc | Stock | 309 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 107 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,406 | $3.10 萬 | <0.1% | 00.0% | 不變 | – |
| SYFSynchrony Financial | COM | 605 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 92 | $3.21 萬 | <0.1% | −24−20.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 537 | $3.22 萬 | <0.1% | −42−7.3% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 295 | $3.33 萬 | <0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 141 | $3.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（26 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 2,500 | $14.2 萬 | <0.1% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,505 | $7.78 萬 | <0.1% | – |
| NINisource Inc. | COM | 972 | $3.57 萬 | <0.1% | 歷史 |
| IOSPInnospec Inc. | COM | 150 | $1.65 萬 | <0.1% | 歷史 |
| IDAIT Stamp Inc | CL A NEW | 13,000 | $1.15 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 325 | $9,607 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 60 | $8,389 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 36 | $3,420 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 36 | $3,164 | <0.1% | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 39 | $3,082 | <0.1% | – |
| BENFranklin Templeton Inc | COM | 109 | $2,212 | <0.1% | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 19 | $1,524 | <0.1% | – |
| SMARSmartsheet Inc | COM CL A | 20 | $1,121 | <0.1% | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 100 | $1,036 | <0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 9 | $811 | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 22 | $703 | <0.1% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 6 | $661 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 8 | $595 | <0.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 8 | $499 | <0.1% | 歷史 |
| ONOn Semiconductor Corp | Stock | 6 | $378 | <0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1 | $329 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 2 | $177 | <0.1% | 歷史 |
| KODKodiak Sciences Inc. | COM | 12 | $119 | <0.1% | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 45 | $72 | <0.1% | 歷史 |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 2 | $55 | <0.1% | – |
| PLBYPlayboy, Inc. | COM | 10 | $15 | <0.1% | 歷史 |