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 |
|---|---|---|---|---|---|---|---|
| MSMorgan Stanley | Stock | 1,210 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 545 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 3,974 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 821 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 714 | $14.7 萬 | <0.1% | +88+14.1% | 加碼 | – |
| COPConocoPhillips | Stock | 1,410 | $14.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,417 | $15.3 萬 | <0.1% | −146−5.7% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 787 | $15.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,200 | $15.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 1,518 | $15.8 萬 | <0.1% | −17−1.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 169 | $16.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 349 | $16.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,240 | $16.4 萬 | <0.1% | −278−18.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,300 | $16.7 萬 | <0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 437 | $16.8 萬 | <0.1% | +19+4.5% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 3,060 | $16.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,012 | $17.0 萬 | <0.1% | +412+25.8% | 加碼 | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,199 | $17.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,000 | $18.0 萬 | <0.1% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 1,523 | $18.1 萬 | <0.1% | −390−20.4% | 減碼 | 歷史 |
| RFRegions Financial Corp | COM | 8,382 | $18.2 萬 | <0.1% | −228−2.6% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 880 | $18.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 911 | $18.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 730 | $18.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 506 | $18.8 萬 | <0.1% | +5+1.0% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,211 | $19.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 726 | $19.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 606 | $19.9 萬 | <0.1% | −35−5.5% | 減碼 | 歷史 |
| NUENucor Corp | COM | 1,663 | $20.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,793 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,425 | $20.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 2,797 | $21.7 萬 | <0.1% | +96+3.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 810 | $22.1 萬 | 0.1% | +44+5.7% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,212 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 2,990 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,850 | $22.9 萬 | 0.1% | −1,175−29.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 895 | $23.2 萬 | 0.1% | −45−4.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,839 | $23.2 萬 | 0.1% | −500−15.0% | 減碼 | – |
| MAMastercard Inc | Stock | 438 | $24.0 萬 | 0.1% | +5+1.2% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 9,735 | $24.2 萬 | 0.1% | −3,080−24.0% | 減碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,405 | $24.2 萬 | 0.1% | −15−1.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 490 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SWSmurfit Westrock plc | Stock | 5,453 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,247 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,300 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| HIGHartford Insurance Group, Inc. | Stock | 2,103 | $26.0 萬 | 0.1% | +1,954+1,311.4% | 加碼 | 歷史 |
| Schwab Strategic Tr808524649 | MUN BD ETF | 10,565 | $26.8 萬 | 0.1% | −7,120−40.3% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 4,815 | $28.4 萬 | 0.1% | −4,700−49.4% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 10,330 | $28.6 萬 | 0.1% | +694+7.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 308 | $28.7 萬 | 0.1% | −20−6.1% | 減碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,103 | $28.8 萬 | 0.1% | +315+3.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 595 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 3,126 | $31.0 萬 | 0.1% | +599+23.7% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 2,883 | $32.2 萬 | 0.1% | −551−16.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 961 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,955 | $32.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,053 | $32.8 萬 | 0.1% | −153−12.7% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 603 | $35.6 萬 | 0.1% | −30−4.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,810 | $36.1 萬 | 0.1% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 550 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,664 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,500 | $37.3 萬 | 0.1% | −21−1.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,550 | $38.1 萬 | 0.1% | 00.0% | 不變 | – |
| AONAon plc | CL A | 959 | $38.3 萬 | 0.1% | −926−49.1% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,144 | $38.3 萬 | 0.1% | −485−13.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,900 | $39.0 萬 | 0.1% | −65−3.3% | 減碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 11,459 | $39.2 萬 | 0.1% | −1,733−13.1% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 11,265 | $40.7 萬 | 0.1% | +3,020+36.6% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 4,617 | $42.1 萬 | 0.1% | +279+6.4% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,385 | $43.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 7,508 | $43.6 萬 | 0.1% | −1,210−13.9% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,687 | $43.6 萬 | 0.1% | +350+10.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,960 | $46.3 萬 | 0.1% | +291+17.4% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,292 | $46.8 萬 | 0.1% | −126−2.9% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,494 | $46.9 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,502 | $47.5 萬 | 0.1% | 00.0% | 不變 | – |
| GLWCorning Inc | COM | 10,534 | $48.2 萬 | 0.1% | −678−6.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,467 | $48.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,003 | $49.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,241 | $49.8 萬 | 0.1% | +71+2.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,786 | $50.1 萬 | 0.1% | −300−7.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,057 | $51.0 萬 | 0.1% | −88−4.1% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 4,160 | $51.4 萬 | 0.1% | −81−1.9% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,500 | $51.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 6,187 | $54.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,783 | $56.7 萬 | 0.1% | −3,880−40.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,033 | $58.6 萬 | 0.1% | −75−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,109 | $59.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRESempra | Stock | 8,376 | $59.8 萬 | 0.1% | −930−10.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,141 | $63.1 萬 | 0.1% | +89+4.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,445 | $63.6 萬 | 0.1% | −132−2.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,440 | $64.7 萬 | 0.1% | +105+4.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,469 | $65.6 萬 | 0.1% | −74−4.8% | 減碼 | 歷史 |
| SSBSouthState Bank Corp | COM | 7,200 | $66.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,181 | $68.1 萬 | 0.2% | −43−3.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 4,413 | $68.1 萬 | 0.2% | +405+10.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,883 | $78.4 萬 | 0.2% | −585−16.9% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,540 | $79.3 萬 | 0.2% | +1,410+19.8% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,254 | $81.4 萬 | 0.2% | +182+8.8% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,576 | $82.5 萬 | 0.2% | +12+0.8% | 加碼 | 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 |