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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC COM | $48.56万 | 0.09% | 505 | 4 | 0.8% | $3,846 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $48.22万 | 0.09% | 3,773 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $48.17万 | 0.09% | 4,714 | 809 | 20.7% | $8.27万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $48.03万 | 0.09% | 3,073 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $47.99万 | 0.09% | 5,807 | 45 | 0.8% | $3,719 | 加仓 |
| AZO | AUTOZONE INC COM | $47.62万 | 0.09% | 149 | 3 | 2.1% | $9,588 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $47.50万 | 0.09% | 2,121 | 69 | 3.4% | $1.55万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $46.28万 | 0.09% | 3,946 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.23万 | 0.09% | 968 | -340 | -26.0% | -$16.24万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $45.83万 | 0.08% | 1,154 | 9 | 0.8% | $3,575 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $45.41万 | 0.08% | 3,892 | -31 | -0.8% | -$3,617 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $43.46万 | 0.08% | 1,765 | 18 | 1.0% | $4,432 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $43.26万 | 0.08% | 1,183 | -88 | -6.9% | -$3.22万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $42.45万 | 0.08% | 1,898 | 41 | 2.2% | $9,170 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $42.35万 | 0.08% | 1,040 | 22 | 2.2% | $8,960 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $42.21万 | 0.08% | 9,490 | -85 | -0.9% | -$3,781 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $42.10万 | 0.08% | 2,014 | -45 | -2.2% | -$9,407 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $41.09万 | 0.08% | 7,290 | 65 | 0.9% | $3,664 | 加仓 |
| NI | NISOURCE INC COM | $40.99万 | 0.08% | 8,621 | 15 | 0.2% | $713 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $40.49万 | 0.07% | 1,197 | 24 | 2.0% | $8,118 | 加仓 |
| URI | UNITED RENTALS INC COM | $40.33万 | 0.07% | 356 | -21 | -5.6% | -$2.38万 | 减仓 |
| WELL | WELLTOWER INC COM | $39.58万 | 0.07% | 1,744 | 39 | 2.3% | $8,852 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $39.32万 | 0.07% | 1,662 | 5 | 0.3% | $1,183 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $38.30万 | 0.07% | 4,754 | 2 | 0.0% | $161 | 加仓 |
| QCOM | QUALCOMM INC COM | $38.18万 | 0.07% | 2,066 | -12 | -0.6% | -$2,217 | 减仓 |
| CSX | CSX CORP COM | $37.72万 | 0.07% | 7,935 | 169 | 2.2% | $8,033 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $36.83万 | 0.07% | 1,080 | -67 | -5.8% | -$2.28万 | 重新持有 |
| ANET | ARISTA NETWORKS INC COM SHS | $36.08万 | 0.07% | 2,124 | 5 | 0.2% | $849 | 加仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $36.04万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $35.89万 | 0.07% | 1,887 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $35.67万 | 0.07% | 2,023 | 1 | 0.0% | $176 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $35.42万 | 0.07% | 367 | 367 | — | $35.42万 | 新建仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $35.26万 | 0.06% | 3,687 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $35.18万 | 0.06% | 1,625 | 431 | 36.1% | $9.33万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $35.06万 | 0.06% | 9,086 | 32 | 0.4% | $1,235 | 加仓 |
| STT | STATE STR CORP COM | $33.50万 | 0.06% | 1,975 | 10 | 0.5% | $1,696 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $33.44万 | 0.06% | 775 | 775 | — | $33.44万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $33.14万 | 0.06% | 1,740 | -211 | -10.8% | -$4.02万 | 减仓 |
| MCK | MCKESSON CORP COM | $33.10万 | 0.06% | 438 | 6 | 1.4% | $4,534 | 加仓 |
| DIS | DISNEY WALT CO COM | $32.51万 | 0.06% | 3,378 | -243 | -6.7% | -$2.34万 | 减仓 |
| TXG | 10X GENOMICS INC CL A COM | $32.29万 | 0.06% | 8,421 | 8,421 | — | $32.29万 | 新建仓 |
| CB | CHUBB LIMITED COM | $32.17万 | 0.06% | 944 | 47 | 5.2% | $1.60万 | 加仓 |
| TJX | TJX COS INC NEW COM | $31.86万 | 0.06% | 2,103 | 157 | 8.1% | $2.38万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $31.81万 | 0.06% | 800 | 54 | 7.2% | $2.15万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $31.64万 | 0.06% | 637 | 49 | 8.3% | $2.43万 | 加仓 |
| PCAR | PACCAR INC COM | $31.21万 | 0.06% | 2,598 | -20 | -0.8% | -$2,402 | 减仓 |
| L | LOEWS CORP COM | $31.10万 | 0.06% | 2,747 | 29 | 1.1% | $3,283 | 加仓 |
| FDX | FEDEX CORP COM | $31.00万 | 0.06% | 990 | 15 | 1.5% | $4,697 | 加仓 |
| EBAY | EBAY INC. COM | $30.83万 | 0.06% | 2,759 | 157 | 6.0% | $1.75万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC COM | $30.75万 | 0.06% | 2,051 | 2,051 | — | $30.75万 | 新建仓 |
| MTB | M & T BK CORP COM | $30.54万 | 0.06% | 1,283 | 37 | 3.0% | $8,806 | 加仓 |
| CMI | CUMMINS INC COM | $30.31万 | 0.06% | 425 | 5 | 1.2% | $3,566 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $29.71万 | 0.05% | 15,540 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $29.64万 | 0.05% | 2,269 | 101 | 4.7% | $1.32万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $29.62万 | 0.05% | 2,027 | 101 | 5.2% | $1.48万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $29.60万 | 0.05% | 4,707 | 145 | 3.2% | $9,119 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $29.51万 | 0.05% | 843 | 2 | 0.2% | $700 | 加仓 |
| GRMN | GARMIN LTD SHS | $29.34万 | 0.05% | 1,235 | -25 | -2.0% | -$5,939 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $29.32万 | 0.05% | 1,146 | 55 | 5.0% | $1.41万 | 加仓 |
| PEP | PEPSICO INC COM | $29.13万 | 0.05% | 2,151 | 456 | 26.9% | $6.17万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $28.38万 | 0.05% | 1,983 | 1,983 | — | $28.38万 | 新建仓 |
| DHI | D R HORTON INC COM | $28.26万 | 0.05% | 1,735 | 1,735 | — | $28.26万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $28.10万 | 0.05% | 3,905 | 248 | 6.8% | $1.78万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $27.84万 | 0.05% | 1,249 | -11 | -0.9% | -$2,452 | 减仓 |
| CME | CME GROUP INC COM | $27.74万 | 0.05% | 1,256 | -231 | -15.5% | -$5.10万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $27.61万 | 0.05% | 1,027 | 62 | 6.4% | $1.67万 | 加仓 |
| TER | TERADYNE INC COM | $26.80万 | 0.05% | 554 | 554 | — | $26.80万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $26.70万 | 0.05% | 22,460 | -1,603 | -6.7% | -$1.91万 | 减仓 |
| T | AT&T INC COM | $26.58万 | 0.05% | 12,840 | -648 | -4.8% | -$1.34万 | 减仓 |
| F | FORD MTR CO COM | $26.41万 | 0.05% | 19,001 | 224 | 1.2% | $3,114 | 加仓 |
| MCO | MOODYS CORP COM | $26.18万 | 0.05% | 578 | 17 | 3.0% | $7,700 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $25.64万 | 0.05% | 815 | -1 | -0.1% | -$315 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $25.47万 | 0.05% | 5,033 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC COM | $25.32万 | 0.05% | 1,602 | 1,602 | — | $25.32万 | 新建仓 |
| CVS | CVS HEALTH CORP COM | $25.30万 | 0.05% | 2,446 | 2,446 | — | $25.30万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $25.13万 | 0.05% | 2,729 | 2,729 | — | $25.13万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $25.11万 | 0.05% | 2,768 | -973 | -26.0% | -$8.83万 | 减仓 |
| CAVA | CAVA GROUP INC COM | $25.02万 | 0.05% | 3,188 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $24.91万 | 0.05% | 2,566 | -15 | -0.6% | -$1,456 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $24.70万 | 0.05% | 5,834 | 329 | 6.0% | $1.39万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $24.55万 | 0.05% | 482 | 42 | 9.5% | $2.14万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $24.52万 | 0.05% | 2,657 | -124 | -4.5% | -$1.14万 | 减仓 |
| GM | GENERAL MTRS CO COM | $24.36万 | 0.04% | 3,160 | 70 | 2.3% | $5,396 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $24.15万 | 0.04% | 1,355 | -145 | -9.7% | -$2.58万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $24.14万 | 0.04% | 1,344 | -18 | -1.3% | -$3,233 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $24.02万 | 0.04% | 1,901 | 37 | 2.0% | $4,675 | 加仓 |
| INTU | INTUIT COM | $23.47万 | 0.04% | 899 | -111 | -11.0% | -$2.90万 | 减仓 |
| MAS | MASCO CORP COM | $23.35万 | 0.04% | 2,870 | 2,870 | — | $23.35万 | 新建仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $23.23万 | 0.04% | 4,333 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $23.17万 | 0.04% | 1,130 | 279 | 32.8% | $5.72万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $23.16万 | 0.04% | 969 | 6 | 0.6% | $1,434 | 加仓 |
| EMR | EMERSON ELEC CO COM | $23.13万 | 0.04% | 1,616 | 1,616 | — | $23.13万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $23.01万 | 0.04% | 795 | 795 | — | $23.01万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $22.99万 | 0.04% | 1,146 | 4 | 0.4% | $802 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $22.91万 | 0.04% | 2,499 | -73 | -2.8% | -$6,693 | 重新持有 |
| HODL | VANECK BITCOIN ETF | $22.86万 | 0.04% | 13,762 | 13,762 | — | $22.86万 | 新建仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $22.77万 | 0.04% | 937 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $22.41万 | 0.04% | 215 | 215 | — | $22.41万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $22.09万 | 0.04% | 864 | -36 | -4.0% | -$9,204 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $21.87万 | 0.04% | 1,339 | 1,339 | — | $21.87万 | 新建仓 |