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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $1,188.38万 | 2.41% | 83,436 | -7,790 | -8.5% | -$110.95万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,331.89万 | 2.70% | 67,169 | 10,917 | 19.4% | $216.47万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,350.08万 | 2.73% | 193,560 | 188,403 | 3,653.3% | $1,314.11万 | 加仓 |
| TSLA | TESLA INC COM | $1,394.47万 | 2.82% | 37,511 | 331 | 0.9% | $12.30万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,534.36万 | 3.11% | 35,984 | -3,621 | -9.1% | -$154.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,545.92万 | 3.13% | 88,642 | 2,234 | 2.6% | $38.96万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,939.01万 | 3.92% | 44,392 | -1,459 | -3.2% | -$63.73万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2,220.43万 | 4.49% | 152,147 | 56,223 | 58.6% | $820.52万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $2,308.59万 | 4.67% | 328,953 | -26,171 | -7.4% | -$183.67万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $2,476.84万 | 5.01% | 336,345 | 23,176 | 7.4% | $170.67万 | 加仓 |
| AAPL | APPLE INC COM | $2,737.34万 | 5.54% | 107,858 | -1,582 | -1.4% | -$40.15万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2,877.03万 | 5.82% | 317,799 | -128,364 | -28.8% | -$1,162.08万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7,840.77万 | 15.87% | 244,405 | -11,222 | -4.4% | -$360.01万 | 减仓 |