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 |
|---|---|---|---|---|---|---|---|---|
| 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 |