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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $7,840.77万 | 15.87% | 244,405 | -11,222 | -4.4% | -$360.01万 | 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 |
| AAPL | APPLE INC COM | $2,737.34万 | 5.54% | 107,858 | -1,582 | -1.4% | -$40.15万 | 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 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $2,308.59万 | 4.67% | 328,953 | -26,171 | -7.4% | -$183.67万 | 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 |
| VUG | VANGUARD GROWTH ETF | $1,939.01万 | 3.92% | 44,392 | -1,459 | -3.2% | -$63.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,545.92万 | 3.13% | 88,642 | 2,234 | 2.6% | $38.96万 | 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 |
| TSLA | TESLA INC COM | $1,394.47万 | 2.82% | 37,511 | 331 | 0.9% | $12.30万 | 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 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,331.89万 | 2.70% | 67,169 | 10,917 | 19.4% | $216.47万 | 加仓 |
| 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 |
| MSFT | MICROSOFT CORP COM | $1,034.60万 | 2.09% | 27,949 | 1,092 | 4.1% | $40.42万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,002.91万 | 2.03% | 48,154 | 532 | 1.1% | $11.08万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $869.41万 | 1.76% | 44,312 | -1,340 | -2.9% | -$26.29万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $836.29万 | 1.69% | 166,029 | 4,272 | 2.6% | $21.52万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $703.06万 | 1.42% | 24,449 | 432 | 1.8% | $12.42万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $585.24万 | 1.18% | 8,999 | -707 | -7.3% | -$45.98万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $555.50万 | 1.12% | 19,365 | 1,227 | 6.8% | $35.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $522.62万 | 1.06% | 10,906 | 234 | 2.2% | $11.21万 | 加仓 |
| AVGO | BROADCOM INC COM | $498.19万 | 1.01% | 16,096 | 788 | 5.1% | $24.39万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $421.98万 | 0.85% | 462,186 | 522 | 0.1% | $4,766 | 加仓 |
| SR | SPIRE INC COM | $351.78万 | 0.71% | 38,853 | -5,119 | -11.6% | -$46.35万 | 减仓 |
| META | META PLATFORMS INC CL A | $315.70万 | 0.64% | 5,518 | 177 | 3.3% | $10.13万 | 加仓 |
| KO | COCA COLA CO COM | $281.67万 | 0.57% | 135,723 | 2,215 | 1.7% | $4.60万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $271.49万 | 0.55% | 70,663 | 9,551 | 15.6% | $36.69万 | 加仓 |
| LLY | ELI LILLY & CO COM | $264.47万 | 0.54% | 2,875 | 117 | 4.2% | $10.76万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $244.60万 | 0.50% | 12,338 | -1,673 | -11.9% | -$33.17万 | 减仓 |
| WMT | WALMART INC COM | $229.78万 | 0.47% | 18,489 | 351 | 1.9% | $4.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $223.07万 | 0.45% | 7,583 | 232 | 3.2% | $6.82万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $222.68万 | 0.45% | 3,409 | 258 | 8.2% | $16.85万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $209.56万 | 0.42% | 31,523 | -5,811 | -15.6% | -$38.63万 | 减仓 |
| HD | HOME DEPOT INC COM | $207.39万 | 0.42% | 6,306 | -164 | -2.5% | -$5.39万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $195.01万 | 0.39% | 77,692 | 431 | 0.6% | $1.08万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $190.71万 | 0.39% | 7,690 | -50 | -0.6% | -$1.24万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $188.29万 | 0.38% | 3,262 | 163 | 5.3% | $9.41万 | 加仓 |
| ACT | ENACT HLDGS INC COM | $184.99万 | 0.37% | 45,330 | 15,562 | 52.3% | $63.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $183.75万 | 0.37% | 1,844 | -84 | -4.4% | -$8.37万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST VA COM | $180.55万 | 0.37% | 43,590 | -3,592 | -7.6% | -$14.88万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $162.01万 | 0.33% | 2,322 | -23 | -1.0% | -$1.60万 | 减仓 |
| V | VISA INC COM CL A | $157.56万 | 0.32% | 5,213 | -104 | -2.0% | -$3.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $152.08万 | 0.31% | 6,222 | 361 | 6.2% | $8.82万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 0.29% | 2 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $140.60万 | 0.28% | 8,287 | 565 | 7.3% | $9.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $138.07万 | 0.28% | 9,559 | -212 | -2.2% | -$3.06万 | 减仓 |
| ABBV | ABBVIE INC COM | $137.66万 | 0.28% | 6,330 | 196 | 3.2% | $4.26万 | 加仓 |
| SO | SOUTHERN CO COM | $128.18万 | 0.26% | 13,280 | -2,479 | -15.7% | -$23.93万 | 减仓 |
| NFLX | NETFLIX INC. COM | $122.69万 | 0.25% | 12,760 | 242 | 1.9% | $2.33万 | 加仓 |
| ORCL | ORACLE CORP COM | $120.22万 | 0.24% | 8,172 | -14 | -0.2% | -$2,060 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $119.45万 | 0.24% | 5,872 | 199 | 3.5% | $4.05万 | 加仓 |
| CAT | CATERPILLAR INC COM | $117.18万 | 0.24% | 1,654 | 57 | 3.6% | $4.04万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $114.73万 | 0.23% | 4,043 | 95 | 2.4% | $2.70万 | 加仓 |
| MCD | MCDONALDS CORP COM | $112.41万 | 0.23% | 3,617 | -70 | -1.9% | -$2.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $103.41万 | 0.21% | 2,070 | 43 | 2.1% | $2.15万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $96.71万 | 0.20% | 7,277 | 96 | 1.3% | $1.28万 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $95.79万 | 0.19% | 2,937 | -570 | -16.3% | -$18.59万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $94.46万 | 0.19% | 4,421 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $93.80万 | 0.19% | 4,533 | 345 | 8.2% | $7.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $92.80万 | 0.19% | 2,747 | 195 | 7.6% | $6.59万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $92.64万 | 0.19% | 2,699 | -88 | -3.2% | -$3.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $87.49万 | 0.18% | 1,448 | 11 | 0.8% | $6,646 | 加仓 |
| GEV | GE VERNOVA INC COM | $87.03万 | 0.18% | 997 | -59 | -5.6% | -$5.15万 | 减仓 |
| MRK | MERCK & CO INC COM | $86.48万 | 0.18% | 7,189 | 232 | 3.3% | $2.79万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $71.04万 | 0.14% | 3,325 | 31 | 0.9% | $6,623 | 加仓 |
| — | HONEYWELL INTL INC COM | $69.71万 | 0.14% | 3,084 | 235 | 8.2% | $5.31万 | 加仓 |
| CSCO | CISCO SYS INC COM | $68.45万 | 0.14% | 8,822 | 263 | 3.1% | $2.04万 | 加仓 |
| LIN | LINDE PLC SHS | $68.00万 | 0.14% | 1,372 | -257 | -15.8% | -$12.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $67.51万 | 0.14% | 7,269 | 140 | 2.0% | $1.30万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $66.24万 | 0.13% | 783 | 48 | 6.5% | $4.06万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $65.86万 | 0.13% | 13,509 | 901 | 7.1% | $4.39万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $65.08万 | 0.13% | 1,904 | 34 | 1.8% | $1.16万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $64.11万 | 0.13% | 9,408 | 9,408 | — | $64.11万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $61.25万 | 0.12% | 1,025 | -69 | -6.3% | -$4.12万 | 减仓 |
| AMGN | AMGEN INC COM | $59.53万 | 0.12% | 1,692 | 7 | 0.4% | $2,463 | 加仓 |
| ETN | EATON CORP PLC SHS | $59.30万 | 0.12% | 1,658 | 11 | 0.7% | $3,934 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $58.44万 | 0.12% | 2,411 | 31 | 1.3% | $7,514 | 加仓 |
| LOW | LOWES COS INC COM | $57.94万 | 0.12% | 2,452 | 60 | 2.5% | $1.42万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $57.86万 | 0.12% | 2,223 | -273 | -10.9% | -$7.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $57.39万 | 0.12% | 3,923 | 130 | 3.4% | $1.90万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $56.99万 | 0.12% | 2,041 | 18 | 0.9% | $5,026 | 加仓 |
| RTX | RTX CORPORATION COM | $53.90万 | 0.11% | 2,794 | 64 | 2.3% | $1.23万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $53.51万 | 0.11% | 2,756 | 82 | 3.1% | $1.59万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $53.49万 | 0.11% | 6,067 | 1,868 | 44.5% | $16.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $53.10万 | 0.11% | 1,080 | -225 | -17.2% | -$11.06万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $52.06万 | 0.11% | 4,672 | 25 | 0.5% | $2,786 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $49.51万 | 0.10% | 3,377 | -469 | -12.2% | -$6.88万 | 减仓 |
| AZO | AUTOZONE INC COM | $49.32万 | 0.10% | 146 | -3 | -2.0% | -$1.01万 | 减仓 |
| DE | DEERE & CO COM | $48.67万 | 0.10% | 864 | 2 | 0.2% | $1,127 | 加仓 |
| INTC | INTEL CORP COM | $48.48万 | 0.10% | 10,985 | -23 | -0.2% | -$1,015 | 减仓 |
| BLK | BLACKROCK INC COM | $48.18万 | 0.10% | 501 | 7 | 1.4% | $6,732 | 加仓 |
| UNP | UNION PAC CORP COM | $47.97万 | 0.10% | 1,977 | -27 | -1.3% | -$6,551 | 减仓 |
| C | CITIGROUP INC COM NEW | $47.87万 | 0.10% | 4,221 | 331 | 8.5% | $3.75万 | 加仓 |
| GLW | CORNING INC COM | $47.58万 | 0.10% | 3,499 | 37 | 1.1% | $5,031 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $47.49万 | 0.10% | 11,164 | 11,164 | — | $47.49万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $46.53万 | 0.09% | 3,073 | -667 | -17.8% | -$10.10万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $46.06万 | 0.09% | 4,742 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $45.99万 | 0.09% | 1,655 | 17 | 1.0% | $4,724 | 加仓 |
| WFC | WELLS FARGO & CO COM | $45.87万 | 0.09% | 5,762 | 223 | 4.0% | $1.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $44.20万 | 0.09% | 1,308 | -117 | -8.2% | -$3.95万 | 减仓 |