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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $472.39万 | 0.71% | 12,707 | -300 | -2.3% | -$11.15万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $491.57万 | 0.74% | 121,256 | 29,497 | 32.1% | $119.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $600.13万 | 0.91% | 6,023 | 229 | 4.0% | $22.82万 | 加仓 |
| AVGO | BROADCOM INC | $615.12万 | 0.93% | 19,874 | 1,053 | 5.6% | $32.59万 | 加仓 |
| ESML | ISHARES TR | $619.70万 | 0.94% | 131,796 | 6,168 | 4.9% | $29.00万 | 加仓 |
| NULV | NUSHARES ETF TR | $675.94万 | 1.02% | 148,558 | 9,293 | 6.7% | $42.28万 | 加仓 |
| USXF | ISHARES TR | $699.86万 | 1.06% | 126,785 | 7,719 | 6.5% | $42.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $712.40万 | 1.08% | 24,218 | 1,485 | 6.5% | $43.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $791.29万 | 1.20% | 16,513 | 116 | 0.7% | $5.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $946.58万 | 1.43% | 25,571 | 957 | 3.9% | $35.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,088.75万 | 1.65% | 62,428 | 3,993 | 6.8% | $69.64万 | 加仓 |
| META | META PLATFORMS INC | $1,237.07万 | 1.87% | 21,622 | -746 | -3.3% | -$42.68万 | 减仓 |
| AMZN | AMAZON COM INC | $1,458.61万 | 2.21% | 70,035 | 3,708 | 5.6% | $77.23万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,800.78万 | 2.73% | 160,397 | 8,332 | 5.5% | $93.54万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,831.04万 | 2.77% | 314,721 | 14,586 | 4.9% | $84.86万 | 加仓 |
| QUAL | ISHARES TR | $2,070.89万 | 3.13% | 107,966 | 2,540 | 2.4% | $48.72万 | 加仓 |
| GOOGL | ALPHABET INC | $2,157.53万 | 3.27% | 75,029 | 1,656 | 2.3% | $47.62万 | 加仓 |
| IXUS | ISHARES TR | $2,239.30万 | 3.39% | 258,460 | 18,490 | 7.7% | $160.20万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2,279.77万 | 3.45% | 837,226 | 57,956 | 7.4% | $157.81万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,627.36万 | 3.98% | 237,835 | 9,115 | 4.0% | $100.69万 | 加仓 |
| AAPL | APPLE INC | $3,147.23万 | 4.76% | 124,009 | -15,083 | -10.8% | -$382.79万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,321.60万 | 5.03% | 799,615 | 28,514 | 3.7% | $118.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,597.63万 | 5.44% | 183,365 | 4,263 | 2.4% | $83.64万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,664.84万 | 7.06% | 482,403 | 6,747 | 1.4% | $65.24万 | 加仓 |
| ITOT | ISHARES TR | $5,547.54万 | 8.40% | 389,492 | 11,689 | 3.1% | $166.49万 | 加仓 |