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Livermore
Livermore
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West Paces Advisors Inc.

SEC CIK
0002004720
最新申報
2026/7/17

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
197
較 2025 年第 4 季 −3
總值
$5.16 億
較 2025 年第 4 季 −$82.1 萬 (−0.2%)
申報日
2026/5/5
SEC
West Paces Advisors Inc. 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46434V282U S EQUITY FACTR11$726<0.1%00.0%不變–
Vanguard Index FDS922908652EXTEND MKT ETF5$1,029<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX16$1,603<0.1%−19−54.3%減碼–
iShares Tr464287150CORE S&P TTL STK18$2,564<0.1%00.0%不變–
State Street Utilities Select Sector SPDR ETF81369Y886ETF90$4,130<0.1%+90新進–
iShares Tr464287234MSCI EMG MKT ETF100$5,679<0.1%00.0%不變–
iShares Core MSCI Total International Stock ETF46432F834ETF84$7,285<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF36$1.09 萬<0.1%00.0%不變–
iShares Tr464287580US CONSUM DISCRE135$1.31 萬<0.1%00.0%不變–
iShares Tr464288257MSCI ACWI ETF111$1.54 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap ETF922908751ETF72$1.89 萬<0.1%00.0%不變–
State Street Financial Select Sector SPDR ETF81369Y605ETF600$2.96 萬<0.1%−93−13.4%減碼–
iShares Tr464287788U.S. FINLS ETF295$3.47 萬<0.1%00.0%不變–
iShares Tr464287754US INDUSTRIALS240$3.54 萬<0.1%00.0%不變–
Schwab U.S. Large-Cap ETF808524201ETF1,406$3.60 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW345$3.78 萬<0.1%00.0%不變–
iShares Tr464288513IBOXX HI YD ETF481$3.83 萬<0.1%+136+39.4%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,025$3.98 萬<0.1%+1,025新進–
Vanguard Morningstar Mid-Cap ETF922908629ETF146$4.19 萬<0.1%00.0%不變–
Schwab Strategic Tr808524649MUN BD ETF1,950$4.97 萬<0.1%−4,080−67.7%減碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF1,708$4.98 萬<0.1%00.0%不變–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF500$5.45 萬<0.1%00.0%不變–
Flexshares Tr33939L100MORNSTAR USMKT243$5.87 萬<0.1%00.0%不變–
iShares Russell 2000 Growth ETF464287648ETF216$6.78 萬<0.1%00.0%不變–
American Centy ETF Tr025072877US SML CP VALU653$7.21 萬<0.1%00.0%不變–
iShares Tr464287721U.S. TECH ETF400$7.26 萬<0.1%00.0%不變–
iShares Tr46434V613CORE UNIVRSL USD1,732$8.00 萬<0.1%00.0%不變–
State Street SPDR S&P Regional Banking ETF78464A698ETF1,440$9.38 萬<0.1%00.0%不變–
State Street Energy Select Sector SPDR ETF81369Y506ETF1,686$10.3 萬<0.1%+1+0.1%加碼–
iShares Tr464287630RUS 2000 VAL ETF650$12.3 萬<0.1%00.0%不變–
Vanguard Morningstar Small-Cap Value ETF922908611ETF574$12.5 萬<0.1%+3+0.5%加碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,441$14.5 萬<0.1%−240−14.3%減碼–
RESRPC IncCOM21,000$14.9 萬<0.1%00.0%不變歷史
Schwab Intermediate-Term US Treasury ETF808524854ETF6,050$15.1 萬<0.1%−4,215−41.1%減碼–
iShares Tr464287572GLOBAL 100 ETF1,375$16.6 萬<0.1%+1,375新進–
iShares S&P 100 ETF464287101ETF585$18.6 萬<0.1%+585新進–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL3,650$18.6 萬<0.1%+1,000+37.7%加碼–
Schwab U.S. Large-Cap Value ETF808524409ETF6,300$19.2 萬<0.1%00.0%不變–
BTIBritish American Tobacco p.l.c.SPONSORED ADR3,451$20.2 萬<0.1%+3,451新進歷史
FXEInvesco CurrencyShares Euro TrustEURO SHS1,910$20.4 萬<0.1%+1,910新進歷史
ADIAnalog Devices IncStock656$20.9 萬<0.1%+656新進歷史
ASMLASML Holding NVADR159$21.0 萬<0.1%+159新進歷史
iShares Core MSCI Europe ETF46434V738ETF3,000$21.1 萬<0.1%00.0%不變–
FXBInvesco CurrencyShares British Pound Sterling TrustBRIT POUN STRL1,669$21.3 萬<0.1%00.0%不變歷史
SYYSysco CorpStock3,029$21.6 萬<0.1%00.0%不變歷史
iShares Russell 1000 Value ETF464287598ETF1,024$21.9 萬<0.1%00.0%不變–
WFCWells Fargo & CompanyStock2,751$21.9 萬<0.1%+72+2.7%加碼歷史
KLACKLA CorpCOM NEW150$22.1 萬<0.1%+150新進歷史
MSMorgan StanleyStock1,364$22.4 萬<0.1%−20−1.4%減碼歷史
Vanguard Morningstar Value ETF922908744ETF1,149$22.5 萬<0.1%−304−20.9%減碼–
COFCapital One Financial CorpStock1,236$22.5 萬<0.1%00.0%不變歷史
DELLDell Technologies Inc.Stock1,376$22.6 萬<0.1%+1,376新進歷史
ICEIntercontinental Exchange, Inc.Stock1,473$23.2 萬<0.1%00.0%不變歷史
MAMastercard IncStock470$23.5 萬<0.1%−20−4.1%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF4,492$24.3 萬<0.1%−708−13.6%減碼–
APOApollo Global Management, Inc.COM2,191$24.4 萬<0.1%+300+15.9%加碼歷史
AONAon plcCL A759$24.5 萬<0.1%−100−11.6%減碼歷史
TMOThermo Fisher Scientific Inc.Stock502$24.7 萬<0.1%−10−2.0%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,857$24.7 萬<0.1%00.0%不變–
iShares Tr46432F859CORE 1 5 YR USD5,102$24.7 萬<0.1%00.0%不變–
PLTRPalantir Technologies Inc.Stock1,741$25.5 萬<0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF4,108$26.3 萬0.1%−52−1.3%減碼–
GEGeneral Electric CoStock941$26.7 萬0.1%00.0%不變歷史
OKEONEOK IncCOM2,957$26.7 萬0.1%−145−4.7%減碼歷史
Schwab US Dividend Equity ETF808524797ETF8,896$27.3 萬0.1%+168+1.9%加碼–
ISRGIntuitive Surgical IncCOM NEW593$27.3 萬0.1%−18−2.9%減碼歷史
RFRegions Financial CorpCOM10,505$27.4 萬0.1%00.0%不變歷史
GPCGenuine Parts CoStock2,628$27.8 萬0.1%00.0%不變歷史
GRMNGarmin LtdSHS1,201$27.9 萬0.1%+1,201新進歷史
iShares MSCI Eafe ETF464287465ETF2,979$28.9 萬0.1%00.0%不變–
AMDAdvanced Micro Devices IncStock1,430$29.1 萬0.1%00.0%不變歷史
DHRDanaher CorpStock1,549$29.4 萬0.1%−58−3.6%減碼歷史
GILDGilead Sciences, Inc.Stock2,169$30.2 萬0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF2,800$30.9 萬0.1%+500+21.7%加碼–
NFLXNetflix IncStock3,260$31.3 萬0.1%−60−1.8%減碼歷史
MUMicron Technology IncStock941$31.8 萬0.1%00.0%不變歷史
AJGArthur J. Gallagher & Co.COM1,500$32.5 萬0.1%00.0%不變歷史
KMIKinder Morgan, Inc.Stock9,742$32.7 萬0.1%−345−3.4%減碼歷史
IBMInternational Business Machines CorpStock1,353$32.8 萬0.1%00.0%不變歷史
AVBAvalonbay Communities IncCOM2,023$33.0 萬0.1%−55−2.6%減碼歷史
SSBSouthState Bank CorpCOM3,600$33.3 萬0.1%00.0%不變歷史
DRIDarden Restaurants IncCOM1,710$33.5 萬0.1%+1,710新進歷史
TSLATesla, Inc.Stock936$34.8 萬0.1%+9+1.0%加碼歷史
MPCMarathon Petroleum CorpStock1,429$34.9 萬0.1%00.0%不變歷史
iShares Tr464288158SHRT NAT MUN ETF3,535$37.6 萬0.1%00.0%不變–
ORCLOracle CorpStock2,564$37.7 萬0.1%−80−3.0%減碼歷史
TTTrane Technologies plcSHS913$38.0 萬0.1%00.0%不變歷史
FASTFastenal CoStock8,310$38.6 萬0.1%+2,833+51.7%加碼歷史
AMGNAmgen IncStock1,109$39.0 萬0.1%00.0%不變歷史
EMREmerson Electric CoStock3,065$40.2 萬0.1%+10.0%加碼歷史
MCKMcKesson CorpStock472$40.8 萬0.1%00.0%不變歷史
SBUXStarbucks CorpStock4,564$40.9 萬0.1%−272−5.6%減碼歷史
DUKDuke Energy CORPStock3,155$41.3 萬0.1%00.0%不變歷史
ACNAccenture plcStock2,117$42.0 萬0.1%−367−14.8%減碼歷史
IAUiShares Gold TrustETF4,815$42.4 萬0.1%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF980$42.8 萬0.1%−119−10.8%減碼–
TRGPTarga Resources Corp.COM1,717$43.1 萬0.1%+102+6.3%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,546$44.2 萬0.1%−2,320−47.7%減碼歷史
iShares Russell 2000 ETF464287655ETF1,794$44.5 萬0.1%00.0%不變–
DISWalt Disney CoStock4,817$46.4 萬0.1%−28−0.6%減碼歷史

2025 年第 4 季之後清倉（16 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

West Paces Advisors Inc. 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
PAYXPaychex IncStock4,395$49.3 萬0.1%歷史
APDAir Products & Chemicals, Inc.Stock1,166$28.8 萬0.1%歷史
ROPRoper Technologies IncStock637$28.4 萬0.1%歷史
AXPAmerican Express CoStock601$22.2 萬<0.1%歷史
CRMSalesforce, Inc.Stock827$21.9 萬<0.1%歷史
BSXBoston Scientific CorpStock2,290$21.8 萬<0.1%歷史
QCOMQualcomm IncStock1,182$20.2 萬<0.1%歷史
Vanguard Total World Stock ETF922042742ETF105$1.48 萬<0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF75$8,529<0.1%–
iShares Core S&P US Value ETF464287663ETF70$7,178<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF59$6,945<0.1%–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF58$6,926<0.1%–
iShares S&P Small-Cap 600 Growth ETF464287887ETF45$6,352<0.1%–
iShares Core S&P U.S. Growth ETF464287671ETF35$5,878<0.1%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF30$4,644<0.1%–
iShares Tr464287556ISHARES BIOTECH7$1,181<0.1%–