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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $5,547.54万 | 8.40% | 389,492 | 11,689 | 3.1% | $166.49万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,664.84万 | 7.06% | 482,403 | 6,747 | 1.4% | $65.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,597.63万 | 5.44% | 183,365 | 4,263 | 2.4% | $83.64万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,321.60万 | 5.03% | 799,615 | 28,514 | 3.7% | $118.45万 | 加仓 |
| AAPL | APPLE INC | $3,147.23万 | 4.76% | 124,009 | -15,083 | -10.8% | -$382.79万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,627.36万 | 3.98% | 237,835 | 9,115 | 4.0% | $100.69万 | 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 |
| IXUS | ISHARES TR | $2,239.30万 | 3.39% | 258,460 | 18,490 | 7.7% | $160.20万 | 加仓 |
| GOOGL | ALPHABET INC | $2,157.53万 | 3.27% | 75,029 | 1,656 | 2.3% | $47.62万 | 加仓 |
| QUAL | ISHARES TR | $2,070.89万 | 3.13% | 107,966 | 2,540 | 2.4% | $48.72万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,831.04万 | 2.77% | 314,721 | 14,586 | 4.9% | $84.86万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,800.78万 | 2.73% | 160,397 | 8,332 | 5.5% | $93.54万 | 加仓 |
| AMZN | AMAZON COM INC | $1,458.61万 | 2.21% | 70,035 | 3,708 | 5.6% | $77.23万 | 加仓 |
| META | META PLATFORMS INC | $1,237.07万 | 1.87% | 21,622 | -746 | -3.3% | -$42.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,088.75万 | 1.65% | 62,428 | 3,993 | 6.8% | $69.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $946.58万 | 1.43% | 25,571 | 957 | 3.9% | $35.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $791.29万 | 1.20% | 16,513 | 116 | 0.7% | $5.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $712.40万 | 1.08% | 24,218 | 1,485 | 6.5% | $43.68万 | 加仓 |
| USXF | ISHARES TR | $699.86万 | 1.06% | 126,785 | 7,719 | 6.5% | $42.61万 | 加仓 |
| NULV | NUSHARES ETF TR | $675.94万 | 1.02% | 148,558 | 9,293 | 6.7% | $42.28万 | 加仓 |
| ESML | ISHARES TR | $619.70万 | 0.94% | 131,796 | 6,168 | 4.9% | $29.00万 | 加仓 |
| AVGO | BROADCOM INC | $615.12万 | 0.93% | 19,874 | 1,053 | 5.6% | $32.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $600.13万 | 0.91% | 6,023 | 229 | 4.0% | $22.82万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $491.57万 | 0.74% | 121,256 | 29,497 | 32.1% | $119.58万 | 加仓 |
| TSLA | TESLA INC | $472.39万 | 0.71% | 12,707 | -300 | -2.3% | -$11.15万 | 减仓 |
| HDV | ISHARES TR | $459.03万 | 0.69% | 33,822 | 6,214 | 22.5% | $84.34万 | 加仓 |
| GOOG | ALPHABET INC | $438.52万 | 0.66% | 15,287 | -186 | -1.2% | -$5.34万 | 减仓 |
| DMXF | ISHARES TR | $431.52万 | 0.65% | 57,193 | 2,921 | 5.4% | $22.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $420.80万 | 0.64% | 20,685 | 190 | 0.9% | $3.87万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $417.88万 | 0.63% | 22,919 | 1,640 | 7.7% | $29.90万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $393.38万 | 0.60% | 131,961 | 20,441 | 18.3% | $60.93万 | 加仓 |
| V | VISA INC | $366.39万 | 0.55% | 12,123 | 219 | 1.8% | $6.62万 | 加仓 |
| DIS | DISNEY WALT CO | $354.85万 | 0.54% | 36,818 | 1,466 | 4.1% | $14.13万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $336.45万 | 0.51% | 164,845 | 26,901 | 19.5% | $54.90万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $333.55万 | 0.50% | 792 | 38 | 5.0% | $16.00万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $319.65万 | 0.48% | 63,160 | 3,109 | 5.2% | $15.73万 | 加仓 |
| COR | CENCORA INC | $311.03万 | 0.47% | 9,901 | 779 | 8.5% | $24.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $306.76万 | 0.46% | 5,315 | -788 | -12.9% | -$45.48万 | 减仓 |
| SGOV | ISHARES TR | $295.82万 | 0.45% | 29,389 | 26,637 | 967.9% | $268.12万 | 加仓 |
| SHEL | SHELL PLC | $295.35万 | 0.45% | 31,758 | 2,385 | 8.1% | $22.18万 | 加仓 |
| T | AT&T INC | $291.09万 | 0.44% | 100,411 | 6,082 | 6.4% | $17.63万 | 加仓 |
| IAU | ISHARES GOLD TR | $278.51万 | 0.42% | 31,592 | 4,548 | 16.8% | $40.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $272.85万 | 0.41% | 54,352 | -2,148 | -3.8% | -$10.78万 | 减仓 |
| RMD | RESMED INC | $268.91万 | 0.41% | 11,979 | 1,567 | 15.0% | $35.18万 | 加仓 |
| NFLX | NETFLIX INC. | $264.77万 | 0.40% | 27,537 | -14,118 | -33.9% | -$135.74万 | 减仓 |
| IEI | ISHARES TR | $258.05万 | 0.39% | 21,758 | 1,940 | 9.8% | $23.01万 | 加仓 |
| AMGN | AMGEN INC | $256.52万 | 0.39% | 7,291 | 566 | 8.4% | $19.91万 | 加仓 |
| KO | COCA COLA CO | $256.26万 | 0.39% | 33,696 | 305 | 0.9% | $2.32万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $254.70万 | 0.39% | 28,715 | 2,395 | 9.1% | $21.24万 | 加仓 |
| SUSB | ISHARES TR | $227.53万 | 0.34% | 90,776 | 3,052 | 3.5% | $7.65万 | 加仓 |
| ABBV | ABBVIE INC | $227.31万 | 0.34% | 10,452 | -113 | -1.1% | -$2.46万 | 减仓 |
| MCD | MCDONALDS CORP | $226.45万 | 0.34% | 7,286 | 30 | 0.4% | $9,324 | 加仓 |
| IEF | ISHARES TR | $218.59万 | 0.33% | 22,903 | 994 | 4.5% | $9.49万 | 加仓 |
| UL | UNILEVER PLC | $216.21万 | 0.33% | 37,952 | 1,961 | 5.4% | $11.17万 | 加仓 |
| ABNB | AIRBNB INC | $212.54万 | 0.32% | 16,831 | -510 | -2.9% | -$6.44万 | 减仓 |
| EEM | ISHARES TR | $209.85万 | 0.32% | 36,952 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $209.18万 | 0.32% | 14,482 | -310 | -2.1% | -$4.48万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $207.33万 | 0.31% | 11,641 | 1,789 | 18.2% | $31.86万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $205.88万 | 0.31% | 7,601 | 608 | 8.7% | $16.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $205.78万 | 0.31% | 6,414 | 19 | 0.3% | $6,096 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $205.48万 | 0.31% | 11,264 | 942 | 9.1% | $17.18万 | 加仓 |
| MDT | MEDTRONIC PLC | $199.55万 | 0.30% | 23,029 | 1,467 | 6.8% | $12.71万 | 加仓 |
| ALB | ALBEMARLE CORP | $195.93万 | 0.30% | 10,913 | 1,438 | 15.2% | $25.82万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $192.34万 | 0.29% | 38,377 | 1,578 | 4.3% | $7.91万 | 加仓 |
| IJH | ISHARES TR | $189.15万 | 0.29% | 28,010 | -150 | -0.5% | -$1.01万 | 减仓 |
| MINT | PIMCO ETF TR | $178.47万 | 0.27% | 17,746 | -1,586 | -8.2% | -$15.95万 | 减仓 |
| ZTS | ZOETIS INC | $173.75万 | 0.26% | 14,698 | 1,190 | 8.8% | $14.07万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $171.54万 | 0.26% | 182,877 | 46,195 | 33.8% | $43.33万 | 加仓 |
| IJR | ISHARES TR | $169.85万 | 0.26% | 13,664 | 73 | 0.5% | $9,074 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $167.38万 | 0.25% | 63,738 | -15,386 | -19.4% | -$40.40万 | 减仓 |
| NKE | NIKE INC | $163.90万 | 0.25% | 31,031 | 3,329 | 12.0% | $17.58万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $160.02万 | 0.24% | 14,393 | 33 | 0.2% | $3,669 | 加仓 |
| PULS | PGIM ETF TR | $151.02万 | 0.23% | 30,509 | -87 | -0.3% | -$4,307 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $149.00万 | 0.23% | 15,043 | -1,740 | -10.4% | -$17.23万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $146.95万 | 0.22% | 21,522 | -84 | -0.4% | -$5,736 | 减仓 |
| BA | BOEING CO | $146.47万 | 0.22% | 7,359 | 652 | 9.7% | $12.98万 | 加仓 |
| GLD | SPDR GOLD TR | $143.80万 | 0.22% | 3,342 | 49 | 1.5% | $2.11万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $143.17万 | 0.22% | 6,701 | -33 | -0.5% | -$7,051 | 减仓 |
| MA | MASTERCARD INCORPORATED | $135.37万 | 0.20% | 2,709 | -53 | -1.9% | -$2.65万 | 减仓 |
| NUMV | NUSHARES ETF TR | $133.80万 | 0.20% | 34,510 | 2,741 | 8.6% | $10.63万 | 加仓 |
| CRM | SALESFORCE INC | $127.91万 | 0.19% | 6,852 | -31 | -0.5% | -$5,787 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $119.65万 | 0.18% | 4,895 | -10 | -0.2% | -$2,444 | 减仓 |
| SBUX | STARBUCKS CORP | $117.91万 | 0.18% | 13,161 | -40 | -0.3% | -$3,583 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $117.04万 | 0.18% | 7,300 | 403 | 5.8% | $6.46万 | 加仓 |
| — | EXXON MOBIL CORP | $116.45万 | 0.18% | 6,864 | -724 | -9.5% | -$12.28万 | 减仓 |
| SMMV | ISHARES TR | $116.35万 | 0.18% | 26,676 | 4,710 | 21.4% | $20.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $111.07万 | 0.17% | 14,404 | 2,934 | 25.6% | $22.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $109.00万 | 0.16% | 1,824 | 6 | 0.3% | $3,585 | 加仓 |
| CVX | CHEVRON CORPORATION | $105.86万 | 0.16% | 5,116 | 33 | 0.6% | $6,828 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $104.66万 | 0.16% | 101,713 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $103.60万 | 0.16% | 3,150 | 210 | 7.1% | $6.91万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $100.34万 | 0.15% | 20,275 | 4,117 | 25.5% | $20.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $99.48万 | 0.15% | 3,798 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $98.84万 | 0.15% | 20,516 | 1,703 | 9.1% | $8.20万 | 加仓 |
| ESGD | ISHARES TR | $94.37万 | 0.14% | 9,869 | 431 | 4.6% | $4.12万 | 加仓 |
| PEP | PEPSICO INC | $89.40万 | 0.14% | 5,757 | -485 | -7.8% | -$7.53万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $88.68万 | 0.13% | 17,543 | 2,553 | 17.0% | $12.91万 | 加仓 |
| ESGE | ISHARES INC | $88.49万 | 0.13% | 19,461 | 1,484 | 8.3% | $6.75万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $88.16万 | 0.13% | 35,548 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $87.07万 | 0.13% | 3,789 | -2 | -0.1% | -$460 | 减仓 |