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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC COM | $21.66万 | 0.04% | 1,383 | 157 | 12.8% | $2.46万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $21.61万 | 0.04% | 737 | 48 | 7.0% | $1.41万 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $21.47万 | 0.04% | 1,989 | 168 | 9.2% | $1.81万 | 重新持有 |
| MOG/A | MOOG INC CL A | $21.02万 | 0.04% | 496 | 496 | — | $21.02万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $20.93万 | 0.04% | 1,468 | 1,468 | — | $20.93万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $20.82万 | 0.04% | 2,003 | 134 | 7.2% | $1.39万 | 加仓 |
| AFL | AFLAC INC COM | $20.81万 | 0.04% | 1,775 | 1,775 | — | $20.81万 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $20.81万 | 0.04% | 1,208 | 38 | 3.2% | $6,546 | 加仓 |
| DDOG | DATADOG INC CL A COM | $20.65万 | 0.04% | 793 | 793 | — | $20.65万 | 新建仓 |
| CPRT | COPART INC COM | $20.64万 | 0.04% | 7,322 | 7,322 | — | $20.64万 | 新建仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $20.63万 | 0.04% | 1,533 | -90 | -5.5% | -$1.21万 | 重新持有 |
| NUE | NUCOR CORP COM | $20.60万 | 0.04% | 925 | 925 | — | $20.60万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $20.58万 | 0.04% | 1,227 | -82 | -6.3% | -$1.38万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $20.50万 | 0.04% | 787 | 787 | — | $20.50万 | 新建仓 |
| CLH | CLEAN HARBORS INC COM | $20.34万 | 0.04% | 681 | 681 | — | $20.34万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $20.21万 | 0.04% | 2,711 | 2,711 | — | $20.21万 | 新建仓 |
| FTNT | FORTINET INC COM | $20.06万 | 0.04% | 1,306 | 1,306 | — | $20.06万 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC COM | $13.71万 | 0.03% | 12,030 | 12,030 | — | $13.71万 | 新建仓 |
| — | ATAIBECKLEY INC COM SHS | $10.54万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $10.14万 | 0.02% | 11,860 | 11,860 | — | $10.14万 | 新建仓 |
| — | TALKSPACE INC COM | $8.50万 | 0.02% | 16,348 | 16,348 | — | $8.50万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -8,287 | -100.0% | -$140.60万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -3,084 | -100.0% | -$69.71万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $0 | 0.00% | 0 | -630 | -100.0% | -$23.93万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -8,209 | -100.0% | -$23.57万 | 清仓 |
| CF | CF INDUSTRIES HOLD COM | $0 | 0.00% | 0 | -1,749 | -100.0% | -$22.71万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $0 | 0.00% | 0 | -1,437 | -100.0% | -$22.60万 | 清仓 |
| HCA | HCA HEALTHCARE INC COM | $0 | 0.00% | 0 | -472 | -100.0% | -$22.34万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO COM | $0 | 0.00% | 0 | -690 | -100.0% | -$22.12万 | 清仓 |
| NOW | SERVICENOW INC COM | $0 | 0.00% | 0 | -2,067 | -100.0% | -$21.61万 | 清仓 |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $0 | 0.00% | 0 | -9,640 | -100.0% | -$21.44万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -2,806 | -100.0% | -$20.18万 | 清仓 |