Regent Peak Wealth Advisors LLC
ATLANTA GA · SEC CIK 0001803329
$4.94亿2026Q1 申报市值
198持仓数
54.4%前十大占比 · 第一大 15.9%
20 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEMG 加仓+$1,314.11万
SDY 加仓+$820.52万
ACN 加仓+$216.47万
BND 加仓+$170.67万
SLV 新建仓+$64.11万
2026Q1 卖出最多 按季末市值估算
IEFA 减仓-$1,162.08万
VTI 减仓-$360.01万
DGRO 减仓-$183.67万
IWF 减仓-$154.40万
ITOT 减仓-$110.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC COM | $0 | 0.00% | 0 | -1,947 | -100.0% | -$30.01万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -405 | -100.0% | -$27.29万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -2,260 | -100.0% | -$21.55万 | 清仓 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -2,449 | -100.0% | -$21.29万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $0 | 0.00% | 0 | -2,467 | -100.0% | -$21.29万 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -719 | -100.0% | -$21.28万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC COM | $0 | 0.00% | 0 | -1,857 | -100.0% | -$20.83万 | 清仓 |
| — | PROSHARES ULTRA FINANCIALS | $0 | 0.00% | 0 | -2,256 | -100.0% | -$20.71万 | 清仓 |
| PRU | PRUDENTIAL FINL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC COM | $0 | 0.00% | 0 | -1,277 | -100.0% | -$20.35万 | 清仓 |
| CL | COLGATE PALMOLIVE CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCL | CARNIVAL CORP PAIRED CTF | $0 | 0.00% | 0 | -6,562 | -100.0% | -$20.04万 | 清仓 |
| ORGO | ORGANOGENESIS HLDGS INC COM | $0 | 0.00% | 0 | -14,165 | -100.0% | -$7.34万 | 清仓 |
| — | ATAIBECKLEY INC COM SHS | $7.08万 | 0.01% | 20,000 | 20,000 | — | $7.08万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $20.02万 | 0.04% | 689 | -422 | -38.0% | -$12.26万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC COM | $20.18万 | 0.04% | 2,806 | 62 | 2.3% | $4,460 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $20.36万 | 0.04% | 937 | 937 | — | $20.36万 | 新建仓 |
| ADBE | ADOBE INC COM | $20.69万 | 0.04% | 851 | -384 | -31.1% | -$9.33万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $20.83万 | 0.04% | 1,142 | 38 | 3.4% | $6,932 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $21.39万 | 0.04% | 4,333 | 0 | 0.0% | — | 不变 |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $21.44万 | 0.04% | 9,640 | 9,640 | — | $21.44万 | 新建仓 |
| NOW | SERVICENOW INC COM | $21.61万 | 0.04% | 2,067 | -13 | -0.6% | -$1,359 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $21.61万 | 0.04% | 1,170 | 1,170 | — | $21.61万 | 新建仓 |
| F | FORD MTR CO COM | $21.67万 | 0.04% | 18,777 | 347 | 1.9% | $4,004 | 加仓 |
| MPC | MARATHON PETE CORP COM | $21.98万 | 0.04% | 900 | 900 | — | $21.98万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $22.12万 | 0.04% | 690 | -27 | -3.8% | -$8,655 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $22.24万 | 0.05% | 965 | 965 | — | $22.24万 | 新建仓 |
| HCA | HCA HEALTHCARE INC COM | $22.34万 | 0.05% | 472 | 14 | 3.1% | $6,625 | 加仓 |
| CMI | CUMMINS INC COM | $22.60万 | 0.05% | 420 | 12 | 2.9% | $6,456 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $22.60万 | 0.05% | 1,437 | 75 | 5.5% | $1.18万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $22.71万 | 0.05% | 1,749 | 1,749 | — | $22.71万 | 新建仓 |
| CRM | SALESFORCE INC COM | $22.88万 | 0.05% | 1,226 | -937 | -43.3% | -$17.49万 | 减仓 |
| GM | GENERAL MTRS CO COM | $23.02万 | 0.05% | 3,090 | 49 | 1.6% | $3,650 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $23.42万 | 0.05% | 816 | 3 | 0.4% | $861 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $23.57万 | 0.05% | 8,209 | 8,209 | — | $23.57万 | 新建仓 |
| EBAY | EBAY INC. COM | $23.68万 | 0.05% | 2,602 | 2,602 | — | $23.68万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $23.75万 | 0.05% | 841 | 841 | — | $23.75万 | 新建仓 |
| BA | BOEING CO COM | $23.76万 | 0.05% | 1,194 | 259 | 27.7% | $5.15万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $23.93万 | 0.05% | 630 | 40 | 6.8% | $1.52万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $24.13万 | 0.05% | 3,657 | 32 | 0.9% | $2,112 | 加仓 |
| MCO | MOODYS CORP COM | $24.47万 | 0.05% | 561 | 10 | 1.8% | $4,362 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $24.54万 | 0.05% | 1,362 | -18 | -1.3% | -$3,243 | 减仓 |
| COP | CONOCOPHILLIPS COM | $24.67万 | 0.05% | 1,869 | 1,869 | — | $24.67万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $24.77万 | 0.05% | 2,581 | 2,581 | — | $24.77万 | 新建仓 |
| STT | STATE STR CORP COM | $24.87万 | 0.05% | 1,965 | 58 | 3.0% | $7,340 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $25.19万 | 0.05% | 5,033 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $25.19万 | 0.05% | 1,091 | -176 | -13.9% | -$4.06万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $25.22万 | 0.05% | 1,926 | 146 | 8.2% | $1.91万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $25.26万 | 0.05% | 60 | -6 | -9.1% | -$2.53万 | 减仓 |
| APH | AMPHENOL CORP CL A | $25.55万 | 0.05% | 2,022 | 102 | 5.3% | $1.29万 | 加仓 |
| MTB | M & T BK CORP COM | $25.76万 | 0.05% | 1,246 | 1 | 0.1% | $207 | 加仓 |
| CAVA | CAVA GROUP INC COM | $25.79万 | 0.05% | 3,188 | 3,188 | — | $25.79万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $25.98万 | 0.05% | 1,864 | 133 | 7.7% | $1.85万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $26.02万 | 0.05% | 2,119 | 16 | 0.8% | $1,964 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $26.14万 | 0.05% | 2,781 | -451 | -14.0% | -$4.24万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $26.26万 | 0.05% | 588 | 21 | 3.7% | $9,377 | 加仓 |
| TGT | TARGET CORP COM | $26.28万 | 0.05% | 2,168 | -464 | -17.6% | -$5.62万 | 减仓 |
| PEP | PEPSICO INC COM | $26.32万 | 0.05% | 1,695 | -1,487 | -46.7% | -$23.09万 | 减仓 |
| QCOM | QUALCOMM INC COM | $26.76万 | 0.05% | 2,078 | -386 | -15.7% | -$4.97万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $26.82万 | 0.05% | 4,562 | 150 | 3.4% | $8,817 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $27.33万 | 0.06% | 963 | -180 | -15.7% | -$5.11万 | 减仓 |
| URI | UNITED RENTALS INC COM | $27.47万 | 0.06% | 377 | 4 | 1.1% | $2,914 | 加仓 |
| TMUS | T-MOBILE US INC COM | $27.49万 | 0.06% | 1,309 | 41 | 3.2% | $8,611 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $27.64万 | 0.06% | 5,505 | 520 | 10.4% | $2.61万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $28.83万 | 0.06% | 1,066 | 1,066 | — | $28.83万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $28.95万 | 0.06% | 1,260 | 109 | 9.5% | $2.50万 | 加仓 |
| L | LOEWS CORP COM | $29.01万 | 0.06% | 2,718 | 7 | 0.3% | $747 | 加仓 |
| GRMN | GARMIN LTD SHS | $29.23万 | 0.06% | 1,260 | 52 | 4.3% | $1.21万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $29.24万 | 0.06% | 897 | 21 | 2.4% | $6,845 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $29.99万 | 0.06% | 15,540 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $30.02万 | 0.06% | 440 | 12 | 2.8% | $8,187 | 加仓 |
| PCAR | PACCAR INC COM | $30.24万 | 0.06% | 2,618 | 7 | 0.3% | $809 | 加仓 |
| TJX | TJX COS INC NEW COM | $31.08万 | 0.06% | 1,946 | 177 | 10.0% | $2.83万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $31.22万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $31.86万 | 0.06% | 1,887 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $31.88万 | 0.06% | 7,766 | 36 | 0.5% | $1,478 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $32.39万 | 0.07% | 3,687 | -570 | -13.4% | -$5.01万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $33.57万 | 0.07% | 7,225 | 7,225 | — | $33.57万 | 新建仓 |
| KLAC | KLA CORP COM NEW | $33.57万 | 0.07% | 228 | -2 | -0.9% | -$2,945 | 减仓 |
| WELL | WELLTOWER INC COM | $33.71万 | 0.07% | 1,705 | 34 | 2.0% | $6,722 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $33.88万 | 0.07% | 2,059 | 330 | 19.1% | $5.43万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $33.89万 | 0.07% | 868 | 24 | 2.8% | $9,370 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $34.12万 | 0.07% | 1,188 | -35 | -2.9% | -$1.01万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $34.39万 | 0.07% | 746 | -14 | -1.8% | -$6,454 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $34.64万 | 0.07% | 1,857 | 22 | 1.2% | $4,104 | 加仓 |
| FDX | FEDEX CORP COM | $34.73万 | 0.07% | 975 | 5 | 0.5% | $1,781 | 加仓 |
| DIS | DISNEY WALT CO COM | $34.90万 | 0.07% | 3,621 | -181 | -4.8% | -$1.74万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $34.99万 | 0.07% | 3,905 | -257 | -6.2% | -$2.30万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $35.48万 | 0.07% | 1,173 | -69 | -5.6% | -$2.09万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $35.63万 | 0.07% | 1,657 | 4 | 0.2% | $860 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $36.11万 | 0.07% | 1,335 | -200 | -13.0% | -$5.41万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $36.35万 | 0.07% | 1,747 | -35 | -2.0% | -$7,283 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $36.43万 | 0.07% | 1,145 | 57 | 5.2% | $1.81万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $36.79万 | 0.07% | 9,575 | 9,575 | — | $36.79万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $36.99万 | 0.07% | 1,951 | 123 | 6.7% | $2.33万 | 加仓 |
| MCK | MCKESSON CORP COM | $37.38万 | 0.08% | 432 | 5 | 1.2% | $4,327 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $38.09万 | 0.08% | 24,063 | 7,641 | 46.5% | $12.10万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $38.41万 | 0.08% | 3,741 | -1,652 | -30.6% | -$16.96万 | 减仓 |