REGATTA CAPITAL GROUP, LLC
EL SEGUNDO CA · SEC CIK 0001911488
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $311.34万 | 0.42% | 32,921 | 10,018 | 43.7% | $94.74万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $324.88万 | 0.44% | 13,938 | -8,981 | -39.2% | -$209.34万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $330.96万 | 0.45% | 65,445 | 2,285 | 3.6% | $11.56万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $348.50万 | 0.47% | 171,086 | 6,241 | 3.8% | $12.71万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $350.36万 | 0.47% | 19,657 | -143 | -0.7% | -$2.55万 | 减仓 |
| DIS | DISNEY WALT CO | $371.02万 | 0.50% | 38,547 | 1,729 | 4.7% | $16.64万 | 加仓 |
| SGOV | ISHARES TR | $394.33万 | 0.53% | 39,170 | 9,781 | 33.3% | $98.47万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $396.94万 | 0.53% | 13,325 | -1,718 | -11.4% | -$51.18万 | 减仓 |
| V | VISA INC | $413.36万 | 0.56% | 12,048 | -75 | -0.6% | -$2.57万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $485.92万 | 0.65% | 148,056 | 16,095 | 12.2% | $52.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $486.07万 | 0.65% | 6,601 | 1,286 | 24.2% | $94.70万 | 加仓 |
| GOOG | ALPHABET INC | $526.75万 | 0.71% | 14,908 | -379 | -2.5% | -$13.39万 | 减仓 |
| HDV | ISHARES TR | $531.35万 | 0.71% | 193,852 | 24,742 | 14.6% | $67.82万 | 加仓 |
| TSLA | TESLA INC | $541.11万 | 0.73% | 12,865 | 158 | 1.2% | $6.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $575.76万 | 0.77% | 6,155 | 132 | 2.2% | $12.35万 | 加仓 |
| DMXF | ISHARES TR | $595.26万 | 0.80% | 70,362 | 13,169 | 23.0% | $111.41万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $598.39万 | 0.80% | 147,442 | 26,186 | 21.6% | $106.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $667.61万 | 0.90% | 20,396 | -3,822 | -15.8% | -$125.10万 | 减仓 |
| NULV | NUSHARES ETF TR | $752.93万 | 1.01% | 150,617 | 2,059 | 1.4% | $10.29万 | 加仓 |
| ESML | ISHARES TR | $761.91万 | 1.02% | 136,226 | 4,430 | 3.4% | $24.78万 | 加仓 |
| AVGO | BROADCOM INC | $793.12万 | 1.07% | 20,996 | 1,122 | 5.6% | $42.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $823.98万 | 1.11% | 16,467 | -46 | -0.3% | -$2.30万 | 减仓 |
| USXF | ISHARES TR | $887.62万 | 1.19% | 127,807 | 1,022 | 0.8% | $7.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $987.09万 | 1.33% | 26,462 | 891 | 3.5% | $33.24万 | 加仓 |
| META | META PLATFORMS INC | $1,216.76万 | 1.64% | 21,601 | -21 | -0.1% | -$1.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,232.23万 | 1.66% | 61,584 | -844 | -1.4% | -$16.89万 | 减仓 |
| AMZN | AMAZON COM INC | $1,677.72万 | 2.26% | 70,392 | 357 | 0.5% | $8.51万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2,164.99万 | 2.91% | 163,717 | 3,320 | 2.1% | $43.90万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,177.39万 | 2.93% | 320,158 | 5,437 | 1.7% | $36.98万 | 加仓 |
| QUAL | ISHARES TR | $2,417.99万 | 3.25% | 110,194 | 2,228 | 2.1% | $48.89万 | 加仓 |
| GOOGL | ALPHABET INC | $2,433.03万 | 3.27% | 68,081 | -6,948 | -9.3% | -$248.30万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2,480.28万 | 3.34% | 907,530 | 70,304 | 8.4% | $192.14万 | 加仓 |
| IXUS | ISHARES TR | $2,763.15万 | 3.72% | 289,517 | 31,057 | 12.0% | $296.41万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,883.23万 | 3.88% | 231,102 | -6,733 | -2.8% | -$84.00万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,583.93万 | 4.82% | 865,475 | 65,860 | 8.2% | $272.73万 | 加仓 |
| AAPL | APPLE INC | $3,833.49万 | 5.16% | 132,482 | 8,473 | 6.8% | $245.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,023.24万 | 5.41% | 184,611 | 1,246 | 0.7% | $27.15万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,968.45万 | 6.68% | 477,919 | -4,484 | -0.9% | -$46.62万 | 减仓 |
| ITOT | ISHARES TR | $6,597.64万 | 8.87% | 401,634 | 12,142 | 3.1% | $199.46万 | 加仓 |