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 |
|---|---|---|---|---|---|---|---|
| CTVACorteva, Inc. | Stock | 540 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 436 | $3.41 萬 | <0.1% | +136+45.3% | 加碼 | – |
| MCOMoodys Corp | Stock | 75 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 205 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 320 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CAHCardinal Health Inc | Stock | 258 | $3.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 328 | $3.61 萬 | <0.1% | −1,467−81.7% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 567 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 123 | $3.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 867 | $3.78 萬 | <0.1% | +42+5.1% | 加碼 | 歷史 |
| OSISOsi Systems Inc | COM | 196 | $3.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 266 | $3.88 萬 | <0.1% | −15−5.3% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 161 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 271 | $3.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IRIngersoll Rand Inc. | COM | 509 | $4.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DGDollar General Corp | COM | 473 | $4.16 萬 | <0.1% | +13+2.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 644 | $4.22 萬 | <0.1% | −32−4.7% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 175 | $4.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,708 | $4.28 萬 | <0.1% | 00.0% | 不變 | – |
| CMGChipotle Mexican Grill Inc | COM | 879 | $4.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 72 | $4.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 205 | $4.46 萬 | <0.1% | −11−5.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 882 | $4.48 萬 | <0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 104 | $4.52 萬 | <0.1% | −139−57.2% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 104 | $4.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AAgilent Technologies, Inc. | COM | 391 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TPRTapestry, Inc. | COM | 660 | $4.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 33 | $4.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 949 | $4.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 243 | $5.00 萬 | <0.1% | 00.0% | 不變 | – |
| CCitigroup Inc | Stock | 705 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTVFortive Corp | Stock | 690 | $5.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 677 | $5.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287754 | US INDUSTRIALS | 390 | $5.08 萬 | <0.1% | 00.0% | 不變 | – |
| SCHWSchwab Charles Corp | Stock | 655 | $5.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 94 | $5.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 656 | $5.27 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 113 | $5.30 萬 | <0.1% | −5−4.2% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 311 | $5.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 781 | $5.35 萬 | <0.1% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 266 | $5.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| John Hancock Exchange Traded47804J842 | MULTIFACTR SML | 1,450 | $5.40 萬 | <0.1% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,065 | $5.42 萬 | <0.1% | −1,175−52.5% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 1,287 | $5.43 萬 | <0.1% | −2,333−64.4% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 500 | $5.43 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 216 | $5.52 萬 | <0.1% | 00.0% | 不變 | – |
| IEXIdex Corp | COM | 310 | $5.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 400 | $5.62 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 1,254 | $5.69 萬 | <0.1% | +68+5.7% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 653 | $5.69 萬 | <0.1% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 707 | $5.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 13 | $5.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 286 | $6.03 萬 | <0.1% | 00.0% | 不變 | – |
| AMPAmeriprise Financial Inc | COM | 126 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 906 | $6.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 3,029 | $6.27 萬 | <0.1% | +164+5.7% | 加碼 | – |
| CHTRCharter Communications, Inc. | CL A | 180 | $6.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 460 | $6.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 479 | $6.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 821 | $7.13 萬 | <0.1% | +445+118.4% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 273 | $7.22 萬 | <0.1% | −479−63.7% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 334 | $7.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 3,378 | $7.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PWRQuanta Services, Inc. | COM | 305 | $7.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 1,440 | $8.19 萬 | <0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 502 | $8.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 170 | $8.64 萬 | <0.1% | −8−4.5% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 170 | $8.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 1,910 | $8.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,976 | $8.94 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,687 | $9.10 萬 | <0.1% | 00.0% | 不變 | – |
| JKHYJack Henry & Associates Inc | Stock | 515 | $9.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 408 | $9.52 萬 | <0.1% | −249−37.9% | 減碼 | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 900 | $9.54 萬 | <0.1% | −400−30.8% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 794 | $9.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 650 | $9.81 萬 | <0.1% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 2,900 | $9.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 471 | $9.97 萬 | <0.1% | −262−35.7% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 531 | $9.99 萬 | <0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 326 | $10.2 萬 | <0.1% | +24+7.9% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 150 | $10.2 萬 | <0.1% | −43−22.3% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 27 | $10.3 萬 | <0.1% | −4−12.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 159 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,741 | $10.8 萬 | <0.1% | −579−25.0% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,060 | $10.9 萬 | <0.1% | −50−4.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 800 | $11.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 4,450 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,233 | $11.5 萬 | <0.1% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 195 | $11.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 4,228 | $12.0 萬 | <0.1% | +265+6.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,289 | $12.0 萬 | <0.1% | +8+0.2% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 666 | $12.4 萬 | <0.1% | +5+0.8% | 加碼 | – |
| PEGPublic Service Enterprise Group Inc | COM | 1,573 | $12.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 348 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 646 | $13.0 萬 | <0.1% | −9−1.4% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 591 | $13.7 萬 | <0.1% | −253−30.0% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 1,816 | $13.9 萬 | <0.1% | 00.0% | 不變 | – |
| VICIVici Properties Inc. | COM | 4,275 | $13.9 萬 | <0.1% | +4,275 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,681 | $14.0 萬 | <0.1% | 00.0% | 不變 | – |
| RESRPC Inc | COM | 25,500 | $14.0 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 |