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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $243.66万 | 0.45% | 3,254 | -155 | -4.5% | -$11.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $256.23万 | 0.47% | 7,828 | 245 | 3.2% | $8.02万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $257.13万 | 0.47% | 11,771 | -567 | -4.6% | -$12.39万 | 减仓 |
| SR | SPIRE INC COM | $257.70万 | 0.47% | 33,001 | -5,852 | -15.1% | -$45.70万 | 减仓 |
| META | META PLATFORMS INC CL A | $309.02万 | 0.57% | 5,486 | -32 | -0.6% | -$1.80万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $317.20万 | 0.58% | 2,748 | 1 | 0.0% | $1,154 | 加仓 |
| KO | COCA COLA CO COM | $337.32万 | 0.62% | 140,275 | 4,552 | 3.4% | $10.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $344.94万 | 0.63% | 5,938 | 66 | 1.1% | $3.83万 | 加仓 |
| LLY | ELI LILLY & CO COM | $359.19万 | 0.66% | 2,995 | 120 | 4.2% | $14.39万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $404.55万 | 0.74% | 462,338 | 152 | 0.0% | $1,330 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $451.28万 | 0.83% | 6,043 | -2,956 | -32.8% | -$220.75万 | 减仓 |
| 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 |
| AVGO | BROADCOM INC COM | $610.97万 | 1.12% | 16,174 | 78 | 0.5% | $2.95万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $652.11万 | 1.20% | 18,456 | -909 | -4.7% | -$32.12万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $836.44万 | 1.54% | 165,665 | -364 | -0.2% | -$1.84万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $841.43万 | 1.55% | 23,545 | -904 | -3.7% | -$32.31万 | 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 |
| VTV | VANGUARD VALUE ETF | $955.98万 | 1.76% | 43,866 | -446 | -1.0% | -$9.72万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,052.86万 | 1.94% | 28,225 | 276 | 1.0% | $10.30万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,170.11万 | 2.15% | 49,094 | 940 | 2.0% | $22.40万 | 加仓 |
| 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 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,537.71万 | 2.83% | 209,469 | -126,876 | -37.7% | -$931.40万 | 减仓 |
| TSLA | TESLA INC COM | $1,590.08万 | 2.92% | 37,805 | 294 | 0.8% | $12.37万 | 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 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $1,791.68万 | 3.30% | 144,292 | 356 | 0.2% | $4.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,813.78万 | 3.34% | 90,648 | 2,006 | 2.3% | $40.14万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,271.64万 | 4.18% | 263,714 | -2,638 | -1.0% | -$22.72万 | 减仓 |
| 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 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $2,535.49万 | 4.66% | 334,542 | 5,589 | 1.7% | $42.36万 | 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 |
| AAPL | APPLE INC COM | $3,129.89万 | 5.76% | 108,166 | 308 | 0.3% | $8.91万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $9,109.68万 | 16.76% | 246,181 | 1,776 | 0.7% | $65.72万 | 加仓 |