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West Paces Advisors Inc.

SEC CIK
0002004720
最新申報
2026/7/17

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
201
較 2025 年第 1 季 −362
總值
$4.70 億
較 2025 年第 1 季 +$3,099 萬 (+7.1%)
申報日
2025/7/23
SEC
West Paces Advisors Inc. 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard S&P 500 ETF922908363ETF105,736$6,006 萬12.8%+10,409+10.9%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF857,595$5,319 萬11.3%+11,034+1.3%加碼–
Vanguard Dividend Appreciation ETF921908844ETF162,798$3,332 萬7.1%+10,042+6.6%加碼–
Flexshares Tr33939L506IBOXX 3R TARGT1,157,668$2,806 萬6.0%+4,499+0.4%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT388,158$2,660 萬5.7%−16,070−4.0%減碼–
iShares Tr4642874407-10 YR TRSY BD265,757$2,545 萬5.4%+6,136+2.4%加碼–
iShares Core S&P Small Cap ETF464287804ETF203,391$2,223 萬4.7%−10,185−4.8%減碼–
iShares Core MSCI Eafe ETF46432F842ETF239,927$2,003 萬4.3%−21,358−8.2%減碼–
SPYSPDR S&P 500 ETF TrustETF25,080$1,550 萬3.3%+2,107+9.2%加碼歷史
American Centy ETF Tr025072323AVAN US SMAL ETF262,159$1,352 萬2.9%+33,796+14.8%加碼–
KOCoca Cola CoStock156,298$1,106 萬2.4%+252+0.2%加碼歷史
Schwab International Small-Cap Equity ETF808524888ETF177,517$756.0 萬1.6%−11,659−6.2%減碼–
iShares Tr464287689RUSSELL 3000 ETF18,896$663.2 萬1.4%−125−0.7%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF120,198$609.2 萬1.3%−2,189−1.8%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF19,496$592.5 萬1.3%−176−0.9%減碼–
MSFTMicrosoft CorpStock10,580$526.3 萬1.1%+1,757+19.9%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX97,191$488.6 萬1.0%+85+0.1%加碼–
HDHome Depot, Inc.Stock13,261$486.2 萬1.0%−67−0.5%減碼歷史
iShares Core S&P 500 ETF464287200ETF7,311$454.0 萬1.0%+1,351+22.7%加碼–
AAPLApple Inc.Stock21,279$436.6 萬0.9%−2,401−10.1%減碼歷史
AVGOBroadcom Inc.Stock12,599$347.3 萬0.7%−902−6.7%減碼歷史
JPMJPMorgan Chase & CoStock11,250$326.1 萬0.7%−56−0.5%減碼歷史
Schwab U.S. Broad Market ETF808524102ETF126,108$300.5 萬0.6%+19,725+18.5%加碼–
SOSouthern CoStock31,466$289.0 萬0.6%+4,047+14.8%加碼歷史
NSCNorfolk Southern CorpStock10,736$274.8 萬0.6%+3,100+40.6%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF4,560$258.3 萬0.5%00.0%不變歷史
CSXCSX CorpStock77,386$252.5 萬0.5%+6,000+8.4%加碼歷史
PGProcter & Gamble CoStock15,764$251.1 萬0.5%+1,738+12.4%加碼歷史
OSOneStream, Inc.CL A85,108$240.9 萬0.5%00.0%不變歷史
LLYEli Lilly & CoStock2,739$213.5 萬0.5%+83+3.1%加碼歷史
Schwab International Equity ETF808524805ETF90,906$200.9 萬0.4%−16,605−15.4%減碼–
AMZNAmazon Com IncStock9,124$200.2 萬0.4%00.0%不變歷史
ProShares Tr74348A467S&P 500 DV ARIST19,606$197.4 萬0.4%+250+1.3%加碼–
NVDANVIDIA CorpStock11,646$184.0 萬0.4%−343−2.9%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF30,024$183.0 萬0.4%00.0%不變–
Schwab Emerging Markets Equity ETF808524706ETF58,598$176.6 萬0.4%−16,197−21.7%減碼–
ABBVAbbVie Inc.Stock9,217$171.1 萬0.4%+72+0.8%加碼歷史
GOOGAlphabet Inc.Stock9,572$169.8 萬0.4%−319−3.2%減碼歷史
REGRegency Centers CorpCOM22,635$161.2 萬0.3%00.0%不變歷史
JNJJohnson & JohnsonStock9,730$148.6 萬0.3%+1,418+17.1%加碼歷史
CVXChevron CorpStock9,943$142.4 萬0.3%−1,471−12.9%減碼歷史
MRKMerck & Co., Inc.Stock17,866$141.4 萬0.3%−3,216−15.3%減碼歷史
iShares Russell Midcap ETF464287499ETF15,262$140.4 萬0.3%00.0%不變–
MCDMcDonalds CorpStock4,514$131.9 萬0.3%−173−3.7%減碼歷史
WMBWilliams Companies, Inc.COM20,319$127.6 萬0.3%−520−2.5%減碼歷史
Schwab U.S. Small-Cap ETF808524607ETF49,528$125.3 萬0.3%−240−0.5%減碼–
COSTCostco Wholesale CorpStock1,246$123.3 萬0.3%+7+0.6%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock5,463$119.4 萬0.3%+54+1.0%加碼歷史
iShares Tr4642874571 3 YR TREAS BD14,308$118.6 萬0.3%+1,745+13.9%加碼–
GOOGLAlphabet Inc.Stock6,674$117.6 萬0.3%+176+2.7%加碼歷史
TXNTexas Instruments IncStock5,550$115.2 萬0.2%−330−5.6%減碼歷史
MDLZMondelez International, Inc.Stock16,754$113.0 萬0.2%+849+5.3%加碼歷史
NEENextera Energy IncStock16,112$111.8 萬0.2%+155+1.0%加碼歷史
TRVTravelers Companies, Inc.Stock4,112$110.0 萬0.2%−114−2.7%減碼歷史
VVisa Inc.Stock3,001$106.6 萬0.2%+10.0%加碼歷史
iShares Tr4642881253YRTB ETF13,430$102.8 萬0.2%+13,430新進–
CSCOCisco Systems, Inc.Stock14,583$101.2 萬0.2%−292−2.0%減碼歷史
iShares S&P 500 Growth ETF464287309ETF8,990$99.0 萬0.2%+450+5.3%加碼–
iShares Russell 1000 Growth ETF464287614ETF2,274$96.5 萬0.2%+20+0.9%加碼–
iShares Tr464287622RUS 1000 ETF2,840$96.4 萬0.2%00.0%不變–
PEPPepsiCo IncStock7,230$95.5 萬0.2%−1,284−15.1%減碼歷史
BACBank of America CorpStock20,129$95.3 萬0.2%00.0%不變歷史
ETNEaton Corp plcStock2,665$95.1 萬0.2%−218−7.6%減碼歷史
XOMExxonMobil Holdings CorpCOM8,488$91.5 萬0.2%+1,270+17.6%加碼歷史
ADPAutomatic Data Processing IncStock2,870$88.5 萬0.2%−7−0.2%減碼歷史
METAMeta Platforms, Inc.Stock1,196$88.3 萬0.2%+15+1.3%加碼歷史
TFCTruist Financial CorpCOM19,230$82.7 萬0.2%−6,581−25.5%減碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF29,147$81.8 萬0.2%+14,597+100.3%加碼–
PNCPNC Financial Services Group, Inc.Stock4,276$79.7 萬0.2%−992−18.8%減碼歷史
WMTWalmart Inc.Stock7,935$77.6 萬0.2%+1,748+28.3%加碼歷史
CMECME Group Inc.COM2,483$68.4 萬0.1%+43+1.8%加碼歷史
SSBSouthState Bank CorpCOM7,200$66.3 萬0.1%00.0%不變歷史
LMTLockheed Martin CorpStock1,427$66.1 萬0.1%−42−2.9%減碼歷史
UNHUnitedHealth Group IncStock2,069$64.5 萬0.1%+493+31.3%加碼歷史
PAYXPaychex IncStock4,431$64.5 萬0.1%+18+0.4%加碼歷史
NTRSNorthern Trust CorpCOM5,003$63.4 萬0.1%00.0%不變歷史
NUENucor CorpCOM4,849$62.8 萬0.1%+3,186+191.6%加碼歷史
SRESempraStock8,128$61.6 萬0.1%−248−3.0%減碼歷史
DISWalt Disney CoStock4,928$61.1 萬0.1%−1,517−23.5%減碼歷史
APDAir Products & Chemicals, Inc.Stock2,141$60.4 萬0.1%00.0%不變歷史
ORCLOracle CorpStock2,664$58.2 萬0.1%00.0%不變歷史
GLDSPDR Gold TrustETF1,898$57.9 萬0.1%−135−6.6%減碼歷史
CATCaterpillar IncStock1,467$57.0 萬0.1%00.0%不變歷史
GLWCorning IncCOM10,436$54.9 萬0.1%−98−0.9%減碼歷史
UNPUnion Pacific CorpStock2,381$54.8 萬0.1%+421+21.5%加碼歷史
RTXRTX CorpStock3,731$54.5 萬0.1%−55−1.5%減碼歷史
BRK.BBerkshire Hathaway IncStock1,109$53.9 萬0.1%00.0%不變歷史
DELLDell Technologies Inc.Stock4,121$50.5 萬0.1%−496−10.7%減碼歷史
ITWIllinois Tool Works IncStock1,995$49.3 萬0.1%−62−3.0%減碼歷史
QCOMQualcomm IncStock3,082$49.1 萬0.1%−159−4.9%減碼歷史
CMICummins IncStock1,476$48.3 萬0.1%+91+6.6%加碼歷史
AJGArthur J. Gallagher & Co.COM1,500$48.0 萬0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV3,502$47.5 萬0.1%00.0%不變–
iShares Select Dividend ETF464287168ETF3,494$46.4 萬0.1%00.0%不變–
SBUXStarbucks CorpStock4,897$44.9 萬0.1%−886−15.3%減碼歷史
IBMInternational Business Machines CorpStock1,500$44.2 萬0.1%00.0%不變歷史
WECWec Energy Group, Inc.Stock4,191$43.7 萬0.1%−101−2.4%減碼歷史
iShares Tr4642886613 7 YR TREAS BD3,587$42.7 萬0.1%−100−2.7%減碼–
TTTrane Technologies plcSHS961$42.0 萬0.1%00.0%不變歷史
PPLPPL CorpCOM12,282$41.6 萬0.1%+1,017+9.0%加碼歷史

2025 年第 1 季之後清倉（384 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 384 檔。

West Paces Advisors Inc. 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
TMOThermo Fisher Scientific Inc.Stock490$24.4 萬0.1%歷史
KMBKimberly Clark CorpStock1,425$20.3 萬<0.1%歷史
ECLEcolab Inc.Stock730$18.5 萬<0.1%歷史
ALLAllstate CorpStock880$18.2 萬<0.1%歷史
RFRegions Financial CorpCOM8,382$18.2 萬<0.1%歷史
iShares Core MSCI Europe ETF46434V738ETF3,000$18.0 萬<0.1%–
TSCOTractor Supply CoCOM3,060$16.9 萬<0.1%歷史
ADBEAdobe Inc.Stock437$16.8 萬<0.1%歷史
ABTAbbott LaboratoriesStock1,240$16.4 萬<0.1%歷史
LINLinde PLCStock349$16.3 萬<0.1%歷史
BLKBlackRock, Inc.Stock169$16.0 萬<0.1%歷史
TGTTarget CorpStock1,518$15.8 萬<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -2,200$15.5 萬<0.1%歷史
WCNWaste Connections, Inc.COM787$15.4 萬<0.1%歷史
NKENIKE, Inc.Stock2,417$15.3 萬<0.1%歷史
COPConocoPhillipsStock1,410$14.8 萬<0.1%歷史
CMCSAComcast CorpStock3,974$14.7 萬<0.1%歷史
AXPAmerican Express CoStock545$14.7 萬<0.1%歷史
MSMorgan StanleyStock1,210$14.1 萬<0.1%歷史
Vanguard Intermediate-Term Bond ETF921937819ETF1,816$13.9 萬<0.1%–
WMWaste Management IncStock591$13.7 萬<0.1%歷史
ADIAnalog Devices IncStock646$13.0 萬<0.1%歷史
SYKStryker CorpStock348$13.0 萬<0.1%歷史
PEGPublic Service Enterprise Group IncCOM1,573$12.9 萬<0.1%歷史
TAT&T Inc.Stock4,228$12.0 萬<0.1%歷史
PHParker-Hannifin CorpStock195$11.9 萬<0.1%歷史
PFEPfizer IncStock4,450$11.3 萬<0.1%歷史
BXBlackstone Inc.COM800$11.2 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock1,060$10.9 萬<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F1,741$10.8 萬<0.1%–
ASMLASML Holding NVADR159$10.5 萬<0.1%歷史
AZOAutoZone IncCOM27$10.3 萬<0.1%歷史
KLACKLA CorpCOM NEW150$10.2 萬<0.1%歷史
HONHoneywell International IncCOM471$9.97 萬<0.1%歷史
EPDEnterprise Products Partners L.P.Stock2,900$9.90 萬<0.1%歷史
TJXTJX Companies IncStock794$9.67 萬<0.1%歷史
PNFPPinnacle Financial Partners, Inc.COM900$9.54 萬<0.1%歷史
LOWLowes Companies IncStock408$9.52 萬<0.1%歷史
JKHYJack Henry & Associates IncStock515$9.40 萬<0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF1,687$9.10 萬<0.1%–
SNVSynovus Financial CorpCOM NEW1,910$8.93 萬<0.1%歷史
NOCNorthrop Grumman CorpStock170$8.70 萬<0.1%歷史
SPGIS&P Global Inc.Stock170$8.64 萬<0.1%歷史
PANWPalo Alto Networks IncStock502$8.57 萬<0.1%歷史
PWRQuanta Services, Inc.COM305$7.75 萬<0.1%歷史
INTCIntel CorpStock3,378$7.67 萬<0.1%歷史
FISVFiserv IncStock334$7.38 萬<0.1%歷史
HUMHumana IncStock273$7.22 萬<0.1%歷史
MUMicron Technology IncStock821$7.13 萬<0.1%歷史
AMATApplied Materials IncStock479$6.95 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock460$6.79 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A180$6.63 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G508SR LN ETF3,029$6.27 萬<0.1%–
CVSCVS Health CorpStock906$6.14 萬<0.1%歷史
AMPAmeriprise Financial IncCOM126$6.10 萬<0.1%歷史
iShares Russell Top 200 Growth ETF464289438ETF286$6.03 萬<0.1%–
BKNGBooking Holdings Inc.Stock13$5.99 萬<0.1%歷史
BNYBank of New York Mellon CorpStock707$5.93 萬<0.1%歷史
VZVerizon Communications IncStock1,254$5.69 萬<0.1%歷史
IEXIdex CorpCOM310$5.61 萬<0.1%歷史
USBUS Bancorp DECOM NEW1,287$5.43 萬<0.1%歷史
John Hancock Exchange Traded47804J842MULTIFACTR SML1,450$5.40 萬<0.1%–
CEGConstellation Energy CorpStock266$5.36 萬<0.1%歷史
iShares Inc46434G822MSCI JAPAN ETF781$5.35 萬<0.1%–
DFSDiscover Financial ServicesCOM311$5.31 萬<0.1%歷史
DEDeere & CoStock113$5.30 萬<0.1%歷史
METMetlife IncStock656$5.27 萬<0.1%歷史
GSGoldman Sachs Group IncStock94$5.14 萬<0.1%歷史
SCHWSchwab Charles CorpStock655$5.13 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM677$5.06 萬<0.1%歷史
FTVFortive CorpStock690$5.05 萬<0.1%歷史
CCitigroup IncStock705$5.00 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM949$4.94 萬<0.1%歷史
ORLYO Reilly Automotive IncStock33$4.73 萬<0.1%歷史
TPRTapestry, Inc.COM660$4.65 萬<0.1%歷史
AAgilent Technologies, Inc.COM391$4.57 萬<0.1%歷史
MSIMotorola Solutions, Inc.Stock104$4.55 萬<0.1%歷史
ELVElevance Health, Inc.Stock104$4.52 萬<0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF882$4.48 萬<0.1%–
AMTAmerican Tower CorpREIT205$4.46 萬<0.1%歷史
INTUIntuit Inc.Stock72$4.42 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM879$4.41 萬<0.1%歷史
FDXFedEx CorpStock175$4.27 萬<0.1%歷史
APHAmphenol CorpCL A644$4.22 萬<0.1%歷史
DGDollar General CorpCOM473$4.16 萬<0.1%歷史
IRIngersoll Rand Inc.COM509$4.07 萬<0.1%歷史
MMM3M CoStock271$3.98 萬<0.1%歷史
RSGRepublic Services, Inc.COM161$3.90 萬<0.1%歷史
OSISOsi Systems IncCOM196$3.81 萬<0.1%歷史
DALDelta Air Lines, Inc.COM NEW867$3.78 萬<0.1%歷史
GEVGE Vernova Inc.Stock123$3.75 萬<0.1%歷史
PYPLPayPal Holdings, Inc.Stock567$3.70 萬<0.1%歷史
UPSUnited Parcel Service IncStock328$3.61 萬<0.1%歷史
CAHCardinal Health IncStock258$3.55 萬<0.1%歷史
AEPAmerican Electric Power Co IncStock320$3.50 萬<0.1%歷史
BABoeing CoStock205$3.50 萬<0.1%歷史
MCOMoodys CorpStock75$3.49 萬<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF436$3.41 萬<0.1%–
CTVACorteva, Inc.Stock540$3.40 萬<0.1%歷史
MARMarriott International IncStock141$3.36 萬<0.1%歷史