REGATTA CAPITAL GROUP, LLC
EL SEGUNDO CA · SEC CIK 0001911488
$6.61亿2026Q1 申报市值
215持仓数
47.9%前十大占比 · 第一大 8.4%
13 / 7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
SGOV 加仓+$268.12万
ITOT 加仓+$166.49万
IXUS 加仓+$160.20万
CGMS 加仓+$157.81万
LVHI 加仓+$119.58万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$382.79万
NFLX 减仓-$135.74万
QQQ 减仓-$45.48万
META 减仓-$42.68万
CGCB 减仓-$40.40万
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 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -7,619 | -100.0% | -$32.66万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EZU | ISHARES INC | $0 | 0.00% | 0 | -3,982 | -100.0% | -$25.52万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -697 | -100.0% | -$24.38万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -20,673 | -100.0% | -$22.20万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,122 | -100.0% | -$20.81万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | -11,581 | -100.0% | -$4.67万 | 清仓 |
| — | PULMONX CORP | $0 | 0.00% | 0 | -13,749 | -100.0% | -$3.04万 | 清仓 |
| — | BEYOND MEAT INC | $1.41万 | 0.00% | 20,075 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $6.55万 | 0.01% | 14,775 | 14,775 | — | $6.55万 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $6.84万 | 0.01% | 12,415 | 12,415 | — | $6.84万 | 新建仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $15.91万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | MODIV INDUSTRIAL INC | $17.27万 | 0.03% | 12,061 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $17.49万 | 0.03% | 33,701 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $19.15万 | 0.03% | 18,415 | 18,415 | — | $19.15万 | 新建仓 |
| MMM | 3M CO | $20.01万 | 0.03% | 1,378 | -9 | -0.6% | -$1,307 | 减仓 |
| BLK | BLACKROCK INC | $20.01万 | 0.03% | 208 | 31 | 17.5% | $2.98万 | 重新持有 |
| CCJ | CAMECO CORP | $20.33万 | 0.03% | 1,872 | 1,872 | — | $20.33万 | 新建仓 |
| DOV | DOVER CORP | $20.84万 | 0.03% | 1,000 | 1,000 | — | $20.84万 | 新建仓 |
| MS | MORGAN STANLEY | $20.91万 | 0.03% | 1,271 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $21.26万 | 0.03% | 1,795 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $21.44万 | 0.03% | 4,431 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $21.99万 | 0.03% | 1,707 | -168 | -9.0% | -$2.16万 | 减仓 |
| WULF | TERAWULF INC | $22.25万 | 0.03% | 15,420 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $22.38万 | 0.03% | 3,707 | 234 | 6.7% | $1.41万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $22.58万 | 0.03% | 658 | 4 | 0.6% | $1,373 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $22.67万 | 0.03% | 3,487 | 3,487 | — | $22.67万 | 新建仓 |
| TGT | TARGET CORP | $22.81万 | 0.03% | 1,882 | -217 | -10.3% | -$2.63万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.90万 | 0.03% | 945 | -16 | -1.7% | -$3,877 | 减仓 |
| ENB | ENBRIDGE INC | $23.00万 | 0.03% | 4,249 | -4,060 | -48.9% | -$21.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $23.00万 | 0.03% | 801 | 801 | — | $23.00万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.14万 | 0.04% | 1,767 | 10 | 0.6% | $1,309 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.45万 | 0.04% | 388 | 388 | — | $23.45万 | 新建仓 |
| SOXX | ISHARES TR | $23.47万 | 0.04% | 714 | 714 | — | $23.47万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.79万 | 0.04% | 2,375 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $24.67万 | 0.04% | 927 | -1 | -0.1% | -$266 | 减仓 |
| BDX | BECTON DICKINSON & CO | $25.42万 | 0.04% | 1,617 | 91 | 6.0% | $1.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.78万 | 0.04% | 953 | 116 | 13.9% | $3.14万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.81万 | 0.04% | 4,256 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $25.96万 | 0.04% | 22,280 | -2,611 | -10.5% | -$3.04万 | 减仓 |
| PSX | PHILLIPS 66 | $26.00万 | 0.04% | 1,427 | 1,427 | — | $26.00万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $26.51万 | 0.04% | 47,339 | -5,025 | -9.6% | -$2.81万 | 减仓 |
| CI | THE CIGNA GROUP | $26.84万 | 0.04% | 1,006 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $26.84万 | 0.04% | 1,789 | 90 | 5.3% | $1.35万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $26.90万 | 0.04% | 7,176 | 6 | 0.1% | $225 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.33万 | 0.04% | 934 | 50 | 5.7% | $1.46万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $27.63万 | 0.04% | 10,912 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $27.80万 | 0.04% | 5,353 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $27.86万 | 0.04% | 5,989 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $27.94万 | 0.04% | 5,459 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.60万 | 0.04% | 2,301 | 435 | 23.3% | $5.41万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $28.80万 | 0.04% | 5,755 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $28.99万 | 0.04% | 1,187 | 1,187 | — | $28.99万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $29.21万 | 0.04% | 814 | 814 | — | $29.21万 | 新建仓 |
| — | HONEYWELL INTL INC | $29.46万 | 0.04% | 1,303 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $29.77万 | 0.05% | 11,230 | 1,675 | 17.5% | $4.44万 | 加仓 |
| REET | ISHARES TR | $29.87万 | 0.05% | 11,875 | 1,000 | 9.2% | $2.52万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.31万 | 0.05% | 3,371 | 195 | 6.1% | $1.81万 | 加仓 |
| IVW | ISHARES TR | $31.43万 | 0.05% | 2,779 | 10 | 0.4% | $1,131 | 加仓 |
| MCK | MCKESSON CORP | $32.47万 | 0.05% | 375 | -61 | -14.0% | -$5.28万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $32.72万 | 0.05% | 4,326 | 4,326 | — | $32.72万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $32.90万 | 0.05% | 1,034 | -61 | -5.6% | -$1.94万 | 减仓 |
| PFE | PFIZER INC | $33.55万 | 0.05% | 11,949 | -1,004 | -7.8% | -$2.82万 | 减仓 |
| SLV | ISHARES SILVER TR | $34.44万 | 0.05% | 5,054 | 1,895 | 60.0% | $12.91万 | 加仓 |
| NOW | SERVICENOW INC | $34.51万 | 0.05% | 3,301 | 136 | 4.3% | $1.42万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $34.72万 | 0.05% | 12,093 | 1,930 | 19.0% | $5.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.94万 | 0.05% | 921 | -135 | -12.8% | -$5.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $36.42万 | 0.06% | 1,108 | 286 | 34.8% | $9.40万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $36.57万 | 0.06% | 3,082 | -240 | -7.2% | -$2.85万 | 减仓 |
| SHV | ISHARES TR | $36.82万 | 0.06% | 3,335 | -586 | -14.9% | -$6.47万 | 减仓 |
| UNP | UNION PAC CORP | $37.03万 | 0.06% | 1,526 | 8 | 0.5% | $1,941 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $37.88万 | 0.06% | 2,533 | 912 | 56.3% | $13.64万 | 加仓 |
| SRE | SEMPRA | $38.73万 | 0.06% | 3,986 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.61万 | 0.06% | 2,708 | 364 | 15.5% | $5.32万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $40.23万 | 0.06% | 3,918 | 2 | 0.1% | $205 | 加仓 |
| BAC | BANK AMERICA CORP | $41.11万 | 0.06% | 8,434 | -4,381 | -34.2% | -$21.36万 | 减仓 |
| IQV | IQVIA HLDGS INC | $42.18万 | 0.06% | 2,474 | 50 | 2.1% | $8,526 | 加仓 |
| RTX | RTX CORPORATION | $42.19万 | 0.06% | 2,187 | 314 | 16.8% | $6.06万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $42.36万 | 0.06% | 1,476 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $43.50万 | 0.07% | 2,060 | 5 | 0.2% | $1,056 | 加仓 |
| COP | CONOCOPHILLIPS | $43.54万 | 0.07% | 3,298 | -315 | -8.7% | -$4.16万 | 减仓 |
| LIN | LINDE PLC | $46.25万 | 0.07% | 933 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $47.81万 | 0.07% | 6,813 | 2,572 | 60.6% | $18.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.37万 | 0.07% | 1,444 | -363 | -20.1% | -$12.41万 | 减仓 |
| CSCO | CISCO SYS INC | $49.61万 | 0.08% | 6,394 | 26 | 0.4% | $2,017 | 加仓 |
| URA | GLOBAL X FDS | $51.43万 | 0.08% | 10,620 | 441 | 4.3% | $2.14万 | 加仓 |
| CSGP | COSTAR GROUP INC | $51.73万 | 0.08% | 12,823 | -558 | -4.2% | -$2.25万 | 减仓 |
| NVS | NOVARTIS AG | $52.24万 | 0.08% | 3,420 | -906 | -20.9% | -$13.84万 | 减仓 |
| MRK | MERCK & CO INC | $53.56万 | 0.08% | 4,453 | 21 | 0.5% | $2,526 | 加仓 |
| BX | BLACKSTONE INC | $53.58万 | 0.08% | 4,659 | 253 | 5.7% | $2.91万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $54.02万 | 0.08% | 9,530 | 120 | 1.3% | $6,802 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $54.35万 | 0.08% | 7,557 | 649 | 9.4% | $4.67万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $54.60万 | 0.08% | 14,753 | -350 | -2.3% | -$1.30万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.93万 | 0.08% | 3,942 | -121 | -3.0% | -$1.69万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.32万 | 0.09% | 9,540 | -354 | -3.6% | -$2.09万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $57.55万 | 0.09% | 2,071 | -245 | -10.6% | -$6.81万 | 减仓 |
| EUSA | ISHARES INC | $58.51万 | 0.09% | 5,749 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $58.58万 | 0.09% | 339 | -4 | -1.2% | -$6,912 | 减仓 |