Regent Peak Wealth Advisors LLC
ATLANTA GA · SEC CIK 0001803329
$5.44亿2026Q2 申报市值
221持仓数
54.0%前十大占比 · 第一大 16.8%
30 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACN 加仓+$87.33万
SO 加仓+$69.68万
IEMG 加仓+$67.61万
VTI 加仓+$65.72万
MRVL 新建仓+$63.63万
2026Q2 卖出最多 按季末市值估算
BND 减仓-$931.40万
SPY 减仓-$220.75万
EXXON MOBIL CORP 清仓-$140.60万
DAL 减仓-$126.26万
ACT 减仓-$105.09万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $9,109.68万 | 16.76% | 246,181 | 1,776 | 0.7% | $65.72万 | 加仓 |
| AAPL | APPLE INC COM | $3,129.89万 | 5.76% | 108,166 | 308 | 0.3% | $8.91万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $3,116.85万 | 5.73% | 322,722 | 4,923 | 1.5% | $47.55万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $2,535.49万 | 4.66% | 334,542 | 5,589 | 1.7% | $42.36万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2,336.96万 | 4.30% | 153,565 | 1,418 | 0.9% | $21.58万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,271.64万 | 4.18% | 263,714 | -2,638 | -1.0% | -$22.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,813.78万 | 3.34% | 90,648 | 2,006 | 2.3% | $40.14万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,791.68万 | 3.30% | 144,292 | 356 | 0.2% | $4.42万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,671.07万 | 3.07% | 201,722 | 8,162 | 4.2% | $67.61万 | 加仓 |
| TSLA | TESLA INC COM | $1,590.08万 | 2.92% | 37,805 | 294 | 0.8% | $12.37万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,537.71万 | 2.83% | 209,469 | -126,876 | -37.7% | -$931.40万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1,307.16万 | 2.40% | 79,574 | -3,862 | -4.6% | -$63.44万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,170.11万 | 2.15% | 49,094 | 940 | 2.0% | $22.40万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,052.86万 | 1.94% | 28,225 | 276 | 1.0% | $10.30万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $955.98万 | 1.76% | 43,866 | -446 | -1.0% | -$9.72万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $923.18万 | 1.70% | 74,187 | 7,018 | 10.4% | $87.33万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $841.43万 | 1.55% | 23,545 | -904 | -3.7% | -$32.31万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $836.44万 | 1.54% | 165,665 | -364 | -0.2% | -$1.84万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $652.11万 | 1.20% | 18,456 | -909 | -4.7% | -$32.12万 | 减仓 |
| AVGO | BROADCOM INC COM | $610.97万 | 1.12% | 16,174 | 78 | 0.5% | $2.95万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $487.33万 | 0.90% | 9,739 | -1,167 | -10.7% | -$58.40万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $451.28万 | 0.83% | 6,043 | -2,956 | -32.8% | -$220.75万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $404.55万 | 0.74% | 462,338 | 152 | 0.0% | $1,330 | 加仓 |
| LLY | ELI LILLY & CO COM | $359.19万 | 0.66% | 2,995 | 120 | 4.2% | $14.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $344.94万 | 0.63% | 5,938 | 66 | 1.1% | $3.83万 | 加仓 |
| KO | COCA COLA CO COM | $337.32万 | 0.62% | 140,275 | 4,552 | 3.4% | $10.95万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $317.20万 | 0.58% | 2,748 | 1 | 0.0% | $1,154 | 加仓 |
| META | META PLATFORMS INC CL A | $309.02万 | 0.57% | 5,486 | -32 | -0.6% | -$1.80万 | 减仓 |
| SR | SPIRE INC COM | $257.70万 | 0.47% | 33,001 | -5,852 | -15.1% | -$45.70万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $257.13万 | 0.47% | 11,771 | -567 | -4.6% | -$12.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $256.23万 | 0.47% | 7,828 | 245 | 3.2% | $8.02万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $243.66万 | 0.45% | 3,254 | -155 | -4.5% | -$11.61万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $233.18万 | 0.43% | 3,166 | -96 | -2.9% | -$7.07万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $227.23万 | 0.42% | 7,563 | -127 | -1.7% | -$3.82万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $220.64万 | 0.41% | 66,277 | -4,386 | -6.2% | -$14.60万 | 减仓 |
| HD | HOME DEPOT INC COM | $220.37万 | 0.41% | 6,249 | -57 | -0.9% | -$2.01万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $219.23万 | 0.40% | 75,700 | -1,992 | -2.6% | -$5.77万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $216.41万 | 0.40% | 18,107 | -469 | -2.5% | -$5.61万 | 减仓 |
| WMT | WALMART INC COM | $212.92万 | 0.39% | 18,800 | 311 | 1.7% | $3.52万 | 加仓 |
| SO | SOUTHERN CO COM | $196.78万 | 0.36% | 20,560 | 7,280 | 54.8% | $69.68万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $186.28万 | 0.34% | 40,645 | -2,945 | -6.8% | -$13.50万 | 减仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $183.21万 | 0.34% | 2,937 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $183.07万 | 0.34% | 5,336 | 123 | 2.4% | $4.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $178.98万 | 0.33% | 1,913 | 69 | 3.7% | $6.46万 | 加仓 |
| CAT | CATERPILLAR INC COM | $178.05万 | 0.33% | 1,672 | 18 | 1.1% | $1.92万 | 加仓 |
| INTC | INTEL CORP COM | $174.51万 | 0.32% | 12,498 | 1,513 | 13.8% | $21.13万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $168.98万 | 0.31% | 18,042 | -13,481 | -42.8% | -$126.26万 | 减仓 |
| ABBV | ABBVIE INC COM | $164.52万 | 0.30% | 6,538 | 208 | 3.3% | $5.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $164.44万 | 0.30% | 6,475 | 253 | 4.1% | $6.43万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $151.88万 | 0.28% | 4,064 | 21 | 0.5% | $7,848 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.28% | 2 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $147.64万 | 0.27% | 10,068 | 509 | 5.3% | $7.46万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $144.74万 | 0.27% | 2,002 | 98 | 5.1% | $7.09万 | 加仓 |
| SNDK | SANDISK CORP COM | $144.38万 | 0.27% | 635 | 18 | 2.9% | $4.09万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $144.34万 | 0.27% | 3,331 | 6 | 0.2% | $2,600 | 加仓 |
| GEV | GE VERNOVA INC COM | $129.23万 | 0.24% | 1,100 | 103 | 10.3% | $12.10万 | 加仓 |
| ORCL | ORACLE CORP COM | $113.09万 | 0.21% | 7,717 | -455 | -5.6% | -$6.67万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $111.10万 | 0.20% | 5,831 | -1,446 | -19.9% | -$27.55万 | 减仓 |
| CSCO | CISCO SYS INC COM | $106.08万 | 0.20% | 9,031 | 209 | 2.4% | $2.45万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $104.87万 | 0.19% | 2,042 | -28 | -1.4% | -$1.44万 | 减仓 |
| ACT | ENACT HLDGS INC COM | $102.12万 | 0.19% | 22,340 | -22,990 | -50.7% | -$105.09万 | 减仓 |
| MRK | MERCK & CO INC COM | $93.77万 | 0.17% | 7,297 | 108 | 1.5% | $1.39万 | 加仓 |
| GLW | CORNING INC COM | $91.16万 | 0.17% | 3,569 | 70 | 2.0% | $1.79万 | 加仓 |
| NFLX | NETFLIX INC. COM | $90.11万 | 0.17% | 12,620 | -140 | -1.1% | -$9,996 | 减仓 |
| MCD | MCDONALDS CORP COM | $88.08万 | 0.16% | 3,258 | -359 | -9.9% | -$9.71万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $85.16万 | 0.16% | 2,404 | -295 | -10.9% | -$10.45万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $85.05万 | 0.16% | 2,853 | 97 | 3.5% | $2.89万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $84.75万 | 0.16% | 838 | 55 | 7.0% | $5.56万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $80.93万 | 0.15% | 4,883 | 350 | 7.7% | $5.80万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $80.66万 | 0.15% | 3,327 | -1,094 | -24.7% | -$26.52万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $80.19万 | 0.15% | 14,073 | 564 | 4.2% | $3.21万 | 加仓 |
| LIN | LINDE PLC SHS | $78.19万 | 0.14% | 1,507 | 135 | 9.8% | $7.00万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $77.06万 | 0.14% | 1,513 | 65 | 4.5% | $3.31万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $73.01万 | 0.13% | 1,063 | 38 | 3.7% | $2.61万 | 加仓 |
| ETN | EATON CORP PLC SHS | $70.78万 | 0.13% | 1,661 | 3 | 0.2% | $1,278 | 加仓 |
| KLAC | KLA CORP COM NEW | $68.79万 | 0.13% | 2,280 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $67.34万 | 0.12% | 1,620 | 285 | 21.3% | $11.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $66.34万 | 0.12% | 2,359 | -52 | -2.2% | -$1.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $64.52万 | 0.12% | 7,351 | 82 | 1.1% | $7,197 | 加仓 |
| C | CITIGROUP INC COM NEW | $63.92万 | 0.12% | 4,567 | 346 | 8.2% | $4.84万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $63.69万 | 0.12% | 1,697 | 42 | 2.5% | $1.58万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $63.63万 | 0.12% | 2,136 | 2,136 | — | $63.63万 | 新建仓 |
| AMGN | AMGEN INC COM | $62.61万 | 0.12% | 1,729 | 37 | 2.2% | $1.34万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $59.75万 | 0.11% | 783 | -85 | -9.8% | -$6.49万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $57.80万 | 0.11% | 2,137 | -86 | -3.9% | -$2.33万 | 减仓 |
| UNP | UNION PAC CORP COM | $57.23万 | 0.11% | 2,104 | 127 | 6.4% | $3.45万 | 加仓 |
| RTX | RTX CORPORATION COM | $56.96万 | 0.10% | 3,002 | 208 | 7.4% | $3.95万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $56.21万 | 0.10% | 5,848 | 101 | 1.8% | $9,708 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $55.84万 | 0.10% | 4,719 | 47 | 1.0% | $5,561 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $54.76万 | 0.10% | 11,112 | -52 | -0.5% | -$2,563 | 减仓 |
| DE | DEERE & CO COM | $54.62万 | 0.10% | 861 | -3 | -0.3% | -$1,903 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $53.42万 | 0.10% | 1,065 | -15 | -1.4% | -$7,524 | 减仓 |
| SLV | ISHARES SILVER TRUST | $53.29万 | 0.10% | 9,967 | 559 | 5.9% | $2.99万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $52.63万 | 0.10% | 824 | -242 | -22.7% | -$15.46万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $52.09万 | 0.10% | 6,898 | 831 | 13.7% | $6.27万 | 加仓 |
| LOW | LOWES COS INC COM | $49.94万 | 0.09% | 2,265 | -187 | -7.6% | -$4.12万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $49.80万 | 0.09% | 2,005 | -36 | -1.8% | -$8,941 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $49.26万 | 0.09% | 4,742 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $48.94万 | 0.09% | 3,084 | -293 | -8.7% | -$4.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $48.79万 | 0.09% | 2,697 | 132 | 5.1% | $2.39万 | 加仓 |