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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $6,597.64万 | 8.87% | 401,634 | 12,142 | 3.1% | $199.46万 | 加仓 |
| MOAT | VANECK ETF TRUST | $4,968.45万 | 6.68% | 477,919 | -4,484 | -0.9% | -$46.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,023.24万 | 5.41% | 184,611 | 1,246 | 0.7% | $27.15万 | 加仓 |
| AAPL | APPLE INC | $3,833.49万 | 5.16% | 132,482 | 8,473 | 6.8% | $245.17万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3,583.93万 | 4.82% | 865,475 | 65,860 | 8.2% | $272.73万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,883.23万 | 3.88% | 231,102 | -6,733 | -2.8% | -$84.00万 | 减仓 |
| IXUS | ISHARES TR | $2,763.15万 | 3.72% | 289,517 | 31,057 | 12.0% | $296.41万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2,480.28万 | 3.34% | 907,530 | 70,304 | 8.4% | $192.14万 | 加仓 |
| GOOGL | ALPHABET INC | $2,433.03万 | 3.27% | 68,081 | -6,948 | -9.3% | -$248.30万 | 减仓 |
| QUAL | ISHARES TR | $2,417.99万 | 3.25% | 110,194 | 2,228 | 2.1% | $48.89万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,177.39万 | 2.93% | 320,158 | 5,437 | 1.7% | $36.98万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2,164.99万 | 2.91% | 163,717 | 3,320 | 2.1% | $43.90万 | 加仓 |
| AMZN | AMAZON COM INC | $1,677.72万 | 2.26% | 70,392 | 357 | 0.5% | $8.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,232.23万 | 1.66% | 61,584 | -844 | -1.4% | -$16.89万 | 减仓 |
| META | META PLATFORMS INC | $1,216.76万 | 1.64% | 21,601 | -21 | -0.1% | -$1.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $987.09万 | 1.33% | 26,462 | 891 | 3.5% | $33.24万 | 加仓 |
| USXF | ISHARES TR | $887.62万 | 1.19% | 127,807 | 1,022 | 0.8% | $7.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $823.98万 | 1.11% | 16,467 | -46 | -0.3% | -$2.30万 | 减仓 |
| AVGO | BROADCOM INC | $793.12万 | 1.07% | 20,996 | 1,122 | 5.6% | $42.38万 | 加仓 |
| ESML | ISHARES TR | $761.91万 | 1.02% | 136,226 | 4,430 | 3.4% | $24.78万 | 加仓 |
| NULV | NUSHARES ETF TR | $752.93万 | 1.01% | 150,617 | 2,059 | 1.4% | $10.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $667.61万 | 0.90% | 20,396 | -3,822 | -15.8% | -$125.10万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $598.39万 | 0.80% | 147,442 | 26,186 | 21.6% | $106.28万 | 加仓 |
| DMXF | ISHARES TR | $595.26万 | 0.80% | 70,362 | 13,169 | 23.0% | $111.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $575.76万 | 0.77% | 6,155 | 132 | 2.2% | $12.35万 | 加仓 |
| TSLA | TESLA INC | $541.11万 | 0.73% | 12,865 | 158 | 1.2% | $6.65万 | 加仓 |
| HDV | ISHARES TR | $531.35万 | 0.71% | 193,852 | 24,742 | 14.6% | $67.82万 | 加仓 |
| GOOG | ALPHABET INC | $526.75万 | 0.71% | 14,908 | -379 | -2.5% | -$13.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $486.07万 | 0.65% | 6,601 | 1,286 | 24.2% | $94.70万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $485.92万 | 0.65% | 148,056 | 16,095 | 12.2% | $52.82万 | 加仓 |
| V | VISA INC | $413.36万 | 0.56% | 12,048 | -75 | -0.6% | -$2.57万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $396.94万 | 0.53% | 13,325 | -1,718 | -11.4% | -$51.18万 | 减仓 |
| SGOV | ISHARES TR | $394.33万 | 0.53% | 39,170 | 9,781 | 33.3% | $98.47万 | 加仓 |
| DIS | DISNEY WALT CO | $371.02万 | 0.50% | 38,547 | 1,729 | 4.7% | $16.64万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $350.36万 | 0.47% | 19,657 | -143 | -0.7% | -$2.55万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $348.50万 | 0.47% | 171,086 | 6,241 | 3.8% | $12.71万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $330.96万 | 0.45% | 65,445 | 2,285 | 3.6% | $11.56万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $324.88万 | 0.44% | 13,938 | -8,981 | -39.2% | -$209.34万 | 减仓 |
| IEF | ISHARES TR | $311.34万 | 0.42% | 32,921 | 10,018 | 43.7% | $94.74万 | 加仓 |
| SUSB | ISHARES TR | $307.95万 | 0.41% | 123,228 | 32,452 | 35.7% | $81.10万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $301.35万 | 0.41% | 17,637 | 17,637 | — | $301.35万 | 新建仓 |
| COR | CENCORA INC | $292.72万 | 0.39% | 10,344 | 443 | 4.5% | $12.54万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $287.67万 | 0.39% | 29,832 | 1,117 | 3.9% | $10.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $277.16万 | 0.37% | 6,396 | -305 | -4.6% | -$13.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $273.64万 | 0.37% | 8,024 | 724 | 9.9% | $24.69万 | 加仓 |
| AMGN | AMGEN INC | $270.74万 | 0.36% | 7,477 | 186 | 2.6% | $6.74万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $268.71万 | 0.36% | 14,808 | 3,167 | 27.2% | $57.47万 | 加仓 |
| KO | COCA COLA CO | $266.63万 | 0.36% | 32,808 | -888 | -2.6% | -$7.22万 | 减仓 |
| IEI | ISHARES TR | $265.72万 | 0.36% | 22,624 | 866 | 4.0% | $10.17万 | 加仓 |
| PSA | PUBLIC STORAGE | $254.72万 | 0.34% | 8,002 | 401 | 5.3% | $12.76万 | 加仓 |
| EEM | ISHARES TR | $252.79万 | 0.34% | 36,952 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $252.61万 | 0.34% | 32,578 | 820 | 2.6% | $6.36万 | 加仓 |
| RMD | RESMED INC | $250.65万 | 0.34% | 12,862 | 883 | 7.4% | $17.21万 | 加仓 |
| XSD | SPDR SERIES TRUST | $248.65万 | 0.33% | 3,987 | 3,987 | — | $248.65万 | 新建仓 |
| IAU | ISHARES GOLD TR | $247.72万 | 0.33% | 32,806 | 1,214 | 3.8% | $9.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $240.43万 | 0.32% | 6,497 | 83 | 1.3% | $3.07万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $238.73万 | 0.32% | 11,900 | 636 | 5.6% | $12.76万 | 加仓 |
| ABNB | AIRBNB INC | $238.43万 | 0.32% | 16,662 | -169 | -1.0% | -$2.42万 | 减仓 |
| UL | UNILEVER PLC | $234.98万 | 0.32% | 39,086 | 1,134 | 3.0% | $6.82万 | 加仓 |
| NFLX | NETFLIX INC. | $226.87万 | 0.31% | 31,774 | 4,237 | 15.4% | $30.25万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $216.56万 | 0.29% | 43,181 | 4,804 | 12.5% | $24.09万 | 加仓 |
| MCD | MCDONALDS CORP | $215.35万 | 0.29% | 7,967 | 681 | 9.3% | $18.41万 | 加仓 |
| IJH | ISHARES TR | $215.08万 | 0.29% | 27,893 | -117 | -0.4% | -$9,022 | 减仓 |
| PG | PROCTER & GAMBLE CO | $211.20万 | 0.28% | 14,403 | -79 | -0.5% | -$1.16万 | 减仓 |
| MINT | PIMCO ETF TR | $210.10万 | 0.28% | 20,841 | 3,095 | 17.4% | $31.20万 | 加仓 |
| GEV | GE VERNOVA INC | $205.26万 | 0.28% | 1,747 | 1,747 | — | $205.26万 | 新建仓 |
| IJR | ISHARES TR | $201.72万 | 0.27% | 13,601 | -63 | -0.5% | -$9,344 | 减仓 |
| T | AT&T INC | $201.46万 | 0.27% | 97,323 | -3,088 | -3.1% | -$6.39万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $199.41万 | 0.27% | 47,096 | -7,256 | -13.4% | -$30.72万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $193.05万 | 0.26% | 15,072 | 679 | 4.7% | $8.70万 | 加仓 |
| MDT | MEDTRONIC PLC | $183.21万 | 0.25% | 23,420 | 391 | 1.7% | $3.06万 | 加仓 |
| PULS | PGIM ETF TR | $178.99万 | 0.24% | 36,123 | 5,614 | 18.4% | $27.82万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $177.32万 | 0.24% | 21,875 | 353 | 1.6% | $2.86万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $170.62万 | 0.23% | 182,877 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $160.46万 | 0.22% | 7,413 | 54 | 0.7% | $1.17万 | 加仓 |
| ALB | ALBEMARLE CORP | $154.81万 | 0.21% | 11,465 | 552 | 5.1% | $7.45万 | 加仓 |
| NUMV | NUSHARES ETF TR | $151.91万 | 0.20% | 34,929 | 419 | 1.2% | $1.82万 | 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 |
| SMMV | ISHARES TR | $141.03万 | 0.19% | 30,632 | 3,956 | 14.8% | $18.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $136.13万 | 0.18% | 2,650 | -59 | -2.2% | -$3.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $134.98万 | 0.18% | 5,315 | 420 | 8.6% | $10.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $130.49万 | 0.18% | 15,264 | 860 | 6.0% | $7.35万 | 加仓 |
| GLD | SPDR GOLD TR | $127.68万 | 0.17% | 3,466 | 124 | 3.7% | $4.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $122.79万 | 0.17% | 1,787 | -37 | -2.0% | -$2.54万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $121.95万 | 0.16% | 20,562 | 287 | 1.4% | $1.70万 | 加仓 |
| VB | VANGUARD INDEX FDS | $115.52万 | 0.16% | 3,811 | 13 | 0.3% | $3,941 | 加仓 |
| SBUX | STARBUCKS CORP | $114.58万 | 0.15% | 11,213 | -1,948 | -14.8% | -$19.91万 | 减仓 |
| CAT | CATERPILLAR INC | $110.84万 | 0.15% | 1,041 | -85 | -7.5% | -$9.05万 | 减仓 |
| CRM | SALESFORCE INC | $110.43万 | 0.15% | 7,049 | 197 | 2.9% | $3.09万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $109.76万 | 0.15% | 21,702 | 4,159 | 23.7% | $21.03万 | 加仓 |
| ZTS | ZOETIS INC | $107.69万 | 0.14% | 14,986 | 288 | 2.0% | $2.07万 | 加仓 |
| HD | HOME DEPOT INC | $107.25万 | 0.14% | 3,041 | -109 | -3.5% | -$3.84万 | 减仓 |
| ESGE | ISHARES INC | $107.24万 | 0.14% | 19,609 | 148 | 0.8% | $8,094 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $105.88万 | 0.14% | 101,713 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $103.48万 | 0.14% | 863 | -49 | -5.4% | -$5.88万 | 减仓 |
| ESGD | ISHARES TR | $102.22万 | 0.14% | 9,943 | 74 | 0.7% | $7,608 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $99.25万 | 0.13% | 19,938 | 2,566 | 14.8% | $12.77万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $99.13万 | 0.13% | 980 | -3 | -0.3% | -$3,035 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $94.36万 | 0.13% | 1,976 | -116 | -5.5% | -$5.54万 | 减仓 |
| — | EXXON MOBIL CORP | $93.88万 | 0.13% | 6,867 | 3 | 0.0% | $410 | 加仓 |