13F 机构持仓

REGATTA CAPITAL GROUP, LLC

EL SEGUNDO CA · SEC CIK 0001911488

2026Q22026Q1 更早 9 个季度 🔒
$7.44亿2026Q2 申报市值
223持仓数
48.4%前十大占比 · 第一大 8.9%
21 / 16新建仓 / 清仓
申报市值走势$7.44亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ITOT 8.9%
MOAT 6.7%
VTV 5.4%
AAPL 5.2%
AVIG 4.8%
AVUV 3.9%
IXUS 3.7%
CGMS 3.3%
GOOGL 3.3%
QUAL 3.3%

2026Q2 买入最多 按季末市值估算

SPCX 新建仓+$301.35万
IXUS 加仓+$296.41万
AVIG 加仓+$272.73万
XSD 新建仓+$248.65万
AAPL 加仓+$245.17万

2026Q2 卖出最多 按季末市值估算

AMD 清仓-$420.80万
GOOGL 减仓-$248.30万
ABBV 清仓-$227.31万
WSM 减仓-$209.34万
JPM 减仓-$125.10万

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
DGRO ISHARES TR $52.83万0.07%6,971 1582.3% $1.20万 加仓
FDX FEDEX CORP $54.58万0.07%1,743 -100-5.4% -$3.13万 减仓
ROK ROCKWELL AUTOMATION INC $55.15万0.07%1,114 30036.9% $14.85万 加仓
CDNS CADENCE DESIGN SYSTEM INC $55.25万0.07%1,472 -599-28.9% -$22.48万 减仓
BX BLACKSTONE INC $56.49万0.08%4,801 1423.0% $1.67万 加仓
SOXX ISHARES TR $57.01万0.08%890 17624.6% $11.27万 加仓
MELI MERCADOLIBRE INC $57.75万0.08%340 10.3% $1,698 加仓
MRK MERCK & CO INC $58.39万0.08%4,544 912.0% $1.17万 加仓
VEA VANGUARD TAX-MANAGED FDS $60.41万0.08%8,479 8,479— $60.41万 新建仓
UBER UBER TECHNOLOGIES INC $60.58万0.08%8,395 83811.1% $6.05万 加仓
FBND FIDELITY MERRIMACK STR TR $60.69万0.08%13,341 40.0% $182 加仓
MGM MGM RESORTS INTERNATIONAL $64.51万0.09%13,492 -1,261-8.5% -$6.03万 减仓
DVY ISHARES TR $65.61万0.09%4,198 220.5% $3,438 加仓
EUSA ISHARES INC $65.65万0.09%5,749 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $66.29万0.09%869 -52-5.6% -$3.97万 减仓
ACWI ISHARES TR $66.56万0.09%4,240 10.0% $157 加仓
AXP AMERICAN EXPRESS CO $66.63万0.09%1,970 00.0% — 不变
TLH ISHARES TR $66.99万0.09%6,676 -515-7.2% -$5.17万 减仓
WFC WELLS FARGO & CO $69.87万0.09%8,454 -194-2.2% -$1.60万 减仓
ZM ZOOM COMMUNICATIONS INC $69.94万0.09%8,104 8,104— $69.94万 新建仓
— ISHARES TR $70.82万0.10%7,919 1792.3% $1.60万 加仓
TMO THERMO FISHER SCIENTIFIC INC $71.85万0.10%1,433 453.2% $2.26万 加仓
IEFA ISHARES TR $72.72万0.10%7,530 30.0% $290 加仓
LKQ LKQ CORP $73.92万0.10%28,076 2,3939.3% $6.30万 加仓
SPY STATE STR SPDR S&P 500 ETF T $74.99万0.10%1,004 515.4% $3.81万 加仓
SCHW SCHWAB CHARLES CORP $79.04万0.11%8,566 -231-2.6% -$2.13万 减仓
PEP PEPSICO INC $79.06万0.11%5,839 821.4% $1.11万 加仓
SHOP SHOPIFY INC $79.39万0.11%6,953 -246-3.4% -$2.81万 减仓
AMAT APPLIED MATLS INC $80.69万0.11%1,116 -328-22.7% -$23.72万 减仓
SNY SANOFI SA $80.86万0.11%18,955 -1,561-7.6% -$6.66万 减仓
RQI COHEN & STEERS QUALITY INCOM $83.19万0.11%67,578 2,1613.3% $2.66万 加仓
IVV ISHARES TR $83.98万0.11%1,121 -126-10.1% -$9.44万 减仓
WM WASTE MGMT INC DEL $84.45万0.11%3,789 00.0% — 不变
ORCL ORACLE CORP $84.83万0.11%5,788 -27-0.5% -$3,957 减仓
CSCO CISCO SYS INC $85.65万0.12%7,292 89814.0% $10.55万 加仓
CVX CHEVRON CORPORATION $86.20万0.12%5,200 841.6% $1.39万 加仓
BALY BALLYS CORPORATION $86.94万0.12%63,413 00.0% — 不变
HYMB SPDR SERIES TRUST $90.43万0.12%35,548 00.0% — 不变
ICSH ISHARES TR $93.11万0.13%18,408 5,16839.0% $26.14万 加仓
— EXXON MOBIL CORP $93.88万0.13%6,867 30.0% $410 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $94.36万0.13%1,976 -116-5.5% -$5.54万 减仓
GS GOLDMAN SACHS GROUP INC $99.13万0.13%980 -3-0.3% -$3,035 减仓
VUSB VANGUARD BD INDEX FDS $99.25万0.13%19,938 2,56614.8% $12.77万 加仓
ESGD ISHARES TR $102.22万0.14%9,943 740.7% $7,608 加仓
LLY ELI LILLY & CO $103.48万0.14%863 -49-5.4% -$5.88万 减仓
— NUVEEN DYNAMIC MUN OPPORTUNI $105.88万0.14%101,713 00.0% — 不变
ESGE ISHARES INC $107.24万0.14%19,609 1480.8% $8,094 加仓
HD HOME DEPOT INC $107.25万0.14%3,041 -109-3.5% -$3.84万 减仓
ZTS ZOETIS INC $107.69万0.14%14,986 2882.0% $2.07万 加仓
GSST GOLDMAN SACHS ETF TR $109.76万0.15%21,702 4,15923.7% $21.03万 加仓
CRM SALESFORCE INC $110.43万0.15%7,049 1972.9% $3.09万 加仓
CAT CATERPILLAR INC $110.84万0.15%1,041 -85-7.5% -$9.05万 减仓
SBUX STARBUCKS CORP $114.58万0.15%11,213 -1,948-14.8% -$19.91万 减仓
VB VANGUARD INDEX FDS $115.52万0.16%3,811 130.3% $3,941 加仓
GPIQ GOLDMAN SACHS ETF TR $121.95万0.16%20,562 2871.4% $1.70万 加仓
VOO VANGUARD INDEX FDS $122.79万0.17%1,787 -37-2.0% -$2.54万 减仓
GLD SPDR GOLD TR $127.68万0.17%3,466 1243.7% $4.57万 加仓
VXUS VANGUARD STAR FDS $130.49万0.18%15,264 8606.0% $7.35万 加仓
JNJ JOHNSON & JOHNSON $134.98万0.18%5,315 4208.6% $10.67万 加仓
MA MASTERCARD INCORPORATED $136.13万0.18%2,650 -59-2.2% -$3.03万 减仓
SMMV ISHARES TR $141.03万0.19%30,632 3,95614.8% $18.21万 加仓
CGCB CAPITAL GRP FIXED INCM ETF T $141.59万0.19%54,084 -9,654-15.1% -$25.27万 减仓
NUMV NUSHARES ETF TR $151.91万0.20%34,929 4191.2% $1.82万 加仓
ALB ALBEMARLE CORP $154.81万0.21%11,465 5525.1% $7.45万 加仓
BA BOEING CO $160.46万0.22%7,413 540.7% $1.17万 加仓
— NUVEEN CALIFORNIA MUNI VLU F $170.62万0.23%182,877 00.0% — 不变
RDVY FIRST TR EXCHANGE TRADED FD $177.32万0.24%21,875 3531.6% $2.86万 加仓
PULS PGIM ETF TR $178.99万0.24%36,123 5,61418.4% $27.82万 加仓
MDT MEDTRONIC PLC $183.21万0.25%23,420 3911.7% $3.06万 加仓
AVUS AMERICAN CENTY ETF TR $193.05万0.26%15,072 6794.7% $8.70万 加仓
VZ VERIZON COMMUNICATIONS INC $199.41万0.27%47,096 -7,256-13.4% -$30.72万 减仓
T AT&T INC $201.46万0.27%97,323 -3,088-3.1% -$6.39万 减仓
IJR ISHARES TR $201.72万0.27%13,601 -63-0.5% -$9,344 减仓
GEV GE VERNOVA INC $205.26万0.28%1,747 1,747— $205.26万 新建仓
MINT PIMCO ETF TR $210.10万0.28%20,841 3,09517.4% $31.20万 加仓
PG PROCTER & GAMBLE CO $211.20万0.28%14,403 -79-0.5% -$1.16万 减仓
IJH ISHARES TR $215.08万0.29%27,893 -117-0.4% -$9,022 减仓
MCD MCDONALDS CORP $215.35万0.29%7,967 6819.3% $18.41万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $216.56万0.29%43,181 4,80412.5% $24.09万 加仓
NFLX NETFLIX INC. $226.87万0.31%31,774 4,23715.4% $30.25万 加仓
UL UNILEVER PLC $234.98万0.32%39,086 1,1343.0% $6.82万 加仓
ABNB AIRBNB INC $238.43万0.32%16,662 -169-1.0% -$2.42万 减仓
COF CAPITAL ONE FINL CORP $238.73万0.32%11,900 6365.6% $12.76万 加仓
VTI VANGUARD INDEX FDS $240.43万0.32%6,497 831.3% $3.07万 加仓
IAU ISHARES GOLD TR $247.72万0.33%32,806 1,2143.8% $9.17万 加仓
XSD SPDR SERIES TRUST $248.65万0.33%3,987 3,987— $248.65万 新建仓
RMD RESMED INC $250.65万0.34%12,862 8837.4% $17.21万 加仓
SHEL SHELL PLC $252.61万0.34%32,578 8202.6% $6.36万 加仓
EEM ISHARES TR $252.79万0.34%36,952 00.0% — 不变
PSA PUBLIC STORAGE $254.72万0.34%8,002 4015.3% $12.76万 加仓
IEI ISHARES TR $265.72万0.36%22,624 8664.0% $10.17万 加仓
KO COCA COLA CO $266.63万0.36%32,808 -888-2.6% -$7.22万 减仓
LGLV SPDR SERIES TRUST $268.71万0.36%14,808 3,16727.2% $57.47万 加仓
AMGN AMGEN INC $270.74万0.36%7,477 1862.6% $6.74万 加仓
PANW PALO ALTO NETWORKS INC $273.64万0.37%8,024 7249.9% $24.69万 加仓
LRCX LAM RESEARCH CORP $277.16万0.37%6,396 -305-4.6% -$13.22万 减仓
VNQ VANGUARD INDEX FDS $287.67万0.39%29,832 1,1173.9% $10.77万 加仓
COR CENCORA INC $292.72万0.39%10,344 4434.5% $12.54万 加仓
SPCX SPACE EXPLORATION TECHN CORP $301.35万0.41%17,637 17,637— $301.35万 新建仓
SUSB ISHARES TR $307.95万0.41%123,228 32,45235.7% $81.10万 加仓