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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $86.49万 | 0.13% | 17,372 | 4,042 | 30.3% | $20.12万 | 加仓 |
| ORCL | ORACLE CORP | $85.55万 | 0.13% | 5,815 | -40 | -0.7% | -$5,885 | 减仓 |
| SHOP | SHOPIFY INC | $85.39万 | 0.13% | 7,199 | 287 | 4.2% | $3.40万 | 加仓 |
| LLY | ELI LILLY & CO | $83.87万 | 0.13% | 912 | 73 | 8.7% | $6.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $83.18万 | 0.13% | 983 | -2 | -0.2% | -$1,692 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $82.68万 | 0.13% | 8,797 | -63 | -0.7% | -$5,921 | 减仓 |
| IVV | ISHARES TR | $81.43万 | 0.12% | 1,247 | 71 | 6.0% | $4.64万 | 加仓 |
| CAT | CATERPILLAR INC | $79.75万 | 0.12% | 1,126 | 8 | 0.7% | $5,666 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $78.83万 | 0.12% | 65,417 | 34,494 | 111.5% | $41.57万 | 加仓 |
| LKQ | LKQ CORP | $75.43万 | 0.11% | 25,683 | 2,660 | 11.6% | $7.81万 | 加仓 |
| TLH | ISHARES TR | $72.42万 | 0.11% | 7,191 | -1,306 | -15.4% | -$13.15万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $70.70万 | 0.11% | 2,092 | -142 | -6.4% | -$4.80万 | 减仓 |
| INTU | INTUIT | $69.69万 | 0.11% | 1,612 | -95 | -5.6% | -$4.11万 | 减仓 |
| WFC | WELLS FARGO & CO | $68.85万 | 0.10% | 8,648 | -490 | -5.4% | -$3.90万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.22万 | 0.10% | 1,388 | 119 | 9.4% | $5.85万 | 加仓 |
| IEFA | ISHARES TR | $68.14万 | 0.10% | 7,527 | 666 | 9.7% | $6.03万 | 加仓 |
| ICSH | ISHARES TR | $67.02万 | 0.10% | 13,240 | -40 | -0.3% | -$2,025 | 减仓 |
| FDX | FEDEX CORP | $65.65万 | 0.10% | 1,843 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $64.98万 | 0.10% | 7,740 | 474 | 6.5% | $3.98万 | 加仓 |
| DVY | ISHARES TR | $63.23万 | 0.10% | 4,176 | 53 | 1.3% | $8,024 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $61.99万 | 0.09% | 953 | -188 | -16.5% | -$12.23万 | 减仓 |
| BALY | BALLYS CORPORATION | $61.13万 | 0.09% | 63,413 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $60.84万 | 0.09% | 13,337 | -512 | -3.7% | -$2.34万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $59.58万 | 0.09% | 1,970 | -165 | -7.7% | -$4.99万 | 减仓 |
| ACWI | ISHARES TR | $58.66万 | 0.09% | 4,239 | 10 | 0.2% | $1,384 | 加仓 |
| MELI | MERCADOLIBRE INC | $58.58万 | 0.09% | 339 | -4 | -1.2% | -$6,912 | 减仓 |
| EUSA | ISHARES INC | $58.51万 | 0.09% | 5,749 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $57.55万 | 0.09% | 2,071 | -245 | -10.6% | -$6.81万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.32万 | 0.09% | 9,540 | -354 | -3.6% | -$2.09万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $54.93万 | 0.08% | 3,942 | -121 | -3.0% | -$1.69万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $54.60万 | 0.08% | 14,753 | -350 | -2.3% | -$1.30万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $54.35万 | 0.08% | 7,557 | 649 | 9.4% | $4.67万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $54.02万 | 0.08% | 9,530 | 120 | 1.3% | $6,802 | 加仓 |
| BX | BLACKSTONE INC | $53.58万 | 0.08% | 4,659 | 253 | 5.7% | $2.91万 | 加仓 |
| MRK | MERCK & CO INC | $53.56万 | 0.08% | 4,453 | 21 | 0.5% | $2,526 | 加仓 |
| NVS | NOVARTIS AG | $52.24万 | 0.08% | 3,420 | -906 | -20.9% | -$13.84万 | 减仓 |
| CSGP | COSTAR GROUP INC | $51.73万 | 0.08% | 12,823 | -558 | -4.2% | -$2.25万 | 减仓 |
| URA | GLOBAL X FDS | $51.43万 | 0.08% | 10,620 | 441 | 4.3% | $2.14万 | 加仓 |
| CSCO | CISCO SYS INC | $49.61万 | 0.08% | 6,394 | 26 | 0.4% | $2,017 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.37万 | 0.07% | 1,444 | -363 | -20.1% | -$12.41万 | 减仓 |
| DGRO | ISHARES TR | $47.81万 | 0.07% | 6,813 | 2,572 | 60.6% | $18.05万 | 加仓 |
| LIN | LINDE PLC | $46.25万 | 0.07% | 933 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $43.54万 | 0.07% | 3,298 | -315 | -8.7% | -$4.16万 | 减仓 |
| IVE | ISHARES TR | $43.50万 | 0.07% | 2,060 | 5 | 0.2% | $1,056 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $42.36万 | 0.06% | 1,476 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $42.19万 | 0.06% | 2,187 | 314 | 16.8% | $6.06万 | 加仓 |
| IQV | IQVIA HLDGS INC | $42.18万 | 0.06% | 2,474 | 50 | 2.1% | $8,526 | 加仓 |
| BAC | BANK AMERICA CORP | $41.11万 | 0.06% | 8,434 | -4,381 | -34.2% | -$21.36万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $40.23万 | 0.06% | 3,918 | 2 | 0.1% | $205 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.61万 | 0.06% | 2,708 | 364 | 15.5% | $5.32万 | 加仓 |
| SRE | SEMPRA | $38.73万 | 0.06% | 3,986 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $37.88万 | 0.06% | 2,533 | 912 | 56.3% | $13.64万 | 加仓 |
| UNP | UNION PAC CORP | $37.03万 | 0.06% | 1,526 | 8 | 0.5% | $1,941 | 加仓 |
| SHV | ISHARES TR | $36.82万 | 0.06% | 3,335 | -586 | -14.9% | -$6.47万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $36.57万 | 0.06% | 3,082 | -240 | -7.2% | -$2.85万 | 减仓 |
| SYK | STRYKER CORPORATION | $36.42万 | 0.06% | 1,108 | 286 | 34.8% | $9.40万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.94万 | 0.05% | 921 | -135 | -12.8% | -$5.27万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $34.72万 | 0.05% | 12,093 | 1,930 | 19.0% | $5.54万 | 加仓 |
| NOW | SERVICENOW INC | $34.51万 | 0.05% | 3,301 | 136 | 4.3% | $1.42万 | 加仓 |
| SLV | ISHARES SILVER TR | $34.44万 | 0.05% | 5,054 | 1,895 | 60.0% | $12.91万 | 加仓 |
| PFE | PFIZER INC | $33.55万 | 0.05% | 11,949 | -1,004 | -7.8% | -$2.82万 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.90万 | 0.05% | 1,034 | -61 | -5.6% | -$1.94万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $32.72万 | 0.05% | 4,326 | 4,326 | — | $32.72万 | 新建仓 |
| MCK | MCKESSON CORP | $32.47万 | 0.05% | 375 | -61 | -14.0% | -$5.28万 | 减仓 |
| IVW | ISHARES TR | $31.43万 | 0.05% | 2,779 | 10 | 0.4% | $1,131 | 加仓 |
| NEE | NEXTERA ENERGY INC | $31.31万 | 0.05% | 3,371 | 195 | 6.1% | $1.81万 | 加仓 |
| REET | ISHARES TR | $29.87万 | 0.05% | 11,875 | 1,000 | 9.2% | $2.52万 | 加仓 |
| TOST | TOAST INC | $29.77万 | 0.05% | 11,230 | 1,675 | 17.5% | $4.44万 | 加仓 |
| — | HONEYWELL INTL INC | $29.46万 | 0.04% | 1,303 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $29.21万 | 0.04% | 814 | 814 | — | $29.21万 | 新建仓 |
| MPC | MARATHON PETE CORP | $28.99万 | 0.04% | 1,187 | 1,187 | — | $28.99万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $28.80万 | 0.04% | 5,755 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.60万 | 0.04% | 2,301 | 435 | 23.3% | $5.41万 | 加仓 |
| PAAA | PGIM ETF TR | $27.94万 | 0.04% | 5,459 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $27.86万 | 0.04% | 5,989 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $27.80万 | 0.04% | 5,353 | 0 | 0.0% | — | 不变 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $27.63万 | 0.04% | 10,912 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.33万 | 0.04% | 934 | 50 | 5.7% | $1.46万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $26.90万 | 0.04% | 7,176 | 6 | 0.1% | $225 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $26.84万 | 0.04% | 1,789 | 90 | 5.3% | $1.35万 | 加仓 |
| CI | THE CIGNA GROUP | $26.84万 | 0.04% | 1,006 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $26.51万 | 0.04% | 47,339 | -5,025 | -9.6% | -$2.81万 | 减仓 |
| PSX | PHILLIPS 66 | $26.00万 | 0.04% | 1,427 | 1,427 | — | $26.00万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $25.96万 | 0.04% | 22,280 | -2,611 | -10.5% | -$3.04万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.81万 | 0.04% | 4,256 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.78万 | 0.04% | 953 | 116 | 13.9% | $3.14万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $25.42万 | 0.04% | 1,617 | 91 | 6.0% | $1.43万 | 加仓 |
| ECL | ECOLAB INC | $24.67万 | 0.04% | 927 | -1 | -0.1% | -$266 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $23.79万 | 0.04% | 2,375 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $23.47万 | 0.04% | 714 | 714 | — | $23.47万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $23.45万 | 0.04% | 388 | 388 | — | $23.45万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.14万 | 0.04% | 1,767 | 10 | 0.6% | $1,309 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.00万 | 0.03% | 801 | 801 | — | $23.00万 | 新建仓 |
| ENB | ENBRIDGE INC | $23.00万 | 0.03% | 4,249 | -4,060 | -48.9% | -$21.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.90万 | 0.03% | 945 | -16 | -1.7% | -$3,877 | 减仓 |
| TGT | TARGET CORP | $22.81万 | 0.03% | 1,882 | -217 | -10.3% | -$2.63万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $22.67万 | 0.03% | 3,487 | 3,487 | — | $22.67万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.58万 | 0.03% | 658 | 4 | 0.6% | $1,373 | 加仓 |
| MAS | MASCO CORP | $22.38万 | 0.03% | 3,707 | 234 | 6.7% | $1.41万 | 加仓 |
| WULF | TERAWULF INC | $22.25万 | 0.03% | 15,420 | 0 | 0.0% | — | 不变 |