13F 机构持仓

Regatta Research & Money Management

METAIRIE LA · SEC CIK 0002137529

2026Q22026Q1 更早 9 个季度 🔒
$1.06亿2026Q2 申报市值
495持仓数
30.8%前十大占比 · 第一大 5.6%
0 / 0新建仓 / 清仓
申报市值走势$1.06亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VPL 5.6%
IVV 4.3%
MAGS 3.6%
VUG 3.5%
VLUE 2.7%
INNOVATOR ETFS 2.7%
VANECK ETF TRU 2.7%
PTLC 2.3%
IAU 1.8%
AESR 1.6%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
— PROSHARES TRUST S&P 500 DYNAMIC BUFFER ETF $1.01万0.01%227 —— — —
ARMK ARAMARK COM $1.01万0.01%178 —— — —
IYZ ISHARES TR US TELECOM ETF $1.02万0.01%240 —— — —
TRV TRAVELERS COMPANIES INC COM STK NPV $1.02万0.01%31 —— — —
T AT&T INC COM USD1 $1.03万0.01%496 —— — —
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF $1.04万0.01%197 —— — —
AMP AMERIPRISE FINANCIAL INC COM USD0.01 $1.04万0.01%23 —— — —
VVR INVESCO SENIOR INCOME TRUST COM STK USD0.01 $1.04万0.01%3,460 —— — —
APD AIR PRODUCTS AND CHEMICALS INC $1.04万0.01%36 —— — —
FLRG FIDELITY US MULTIFACTOR ETF $1.04万0.01%255 —— — —
IYE ISHARES US ENERGY ETF $1.05万0.01%185 —— — —
ETN EATON CORPORATION PLC $1.06万0.01%25 —— — —
USMF WISDOMTREE TR US MULTIFACTOR $1.06万0.01%196 —— — —
— ALPS EMERGING SECTOR DIVIDEN $1.07万0.01%450 —— — —
DUBS ETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETF $1.07万0.01%258 —— — —
HSBC HSBC HLDGS PLC SPON ADR NEW $1.09万0.01%115 —— — —
WASH WASHINGTON TR BANCORP INC COM $1.09万0.01%298 —— — —
SNPS SYNOPSYS INC $1.12万0.01%25 —— — —
PPLT ABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETF $1.12万0.01%790 —— — —
JBTM JBT MAREL CORPORATION $1.12万0.01%77 —— — —
ED CONSOLIDATED EDISON INC COM USD0.10 $1.15万0.01%104 —— — —
— PACER FDS TR BLUESTAR ENGINEERING THE FUTURE ETF $1.15万0.01%300 —— — —
UEC URANIUM ENERGY CORP COM ISIN #US9168961038 SEDOL #BQPCD25 $1.20万0.01%1,126 —— — —
SPGI S&P GLOBAL INC COM $1.22万0.01%30 —— — —
CDL VICTORYSHARES US LARGE CAP HIGH DIV VOLATILITY WTD ETF $1.22万0.01%158 —— — —
FIIG FIRST TR EXCHANGE-TRADED FD IV INTERMEDIATE DURATION INVT GRADE CORPORATE ETF $1.25万0.01%603 —— — —
CORO BLACKROCK ETF TRUST ISHA IN CTRY ETF $1.26万0.01%345 —— — —
IYC ISHARES TR US CONSUM DISCRE $1.26万0.01%125 —— — —
— GLOBAL X FDS SUPERDVDND REIT $1.27万0.01%561 —— — —
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN $1.28万0.01%573 —— — —
— FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD $1.28万0.01%183 —— — —
BA BOEING CO $1.28万0.01%59 —— — —
FLQM FRANKLIN US MID CAP MULTIFACTOR INDEX ETF $1.28万0.01%221 —— — —
— VINFAST AUTO LTD ISIN #SGXZ55111462 $1.29万0.01%4,120 —— — —
SLB SLB LIMITED TRADING $1.29万0.01%278 —— — —
GRPM INVESCO EXCHANGE TRADED FD TR S&P MIDCAP 400 $1.30万0.01%100 —— — —
DAL DELTA AIR LINES INC $1.30万0.01%139 —— — —
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $1.33万0.01%108 —— — —
SU SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 $1.34万0.01%250 —— — —
USMV ISHARES TR MSCI USA MIN VOL $1.34万0.01%139 —— — —
EVR EVERCORE INC CLASS A $1.35万0.01%40 —— — —
— INVESCO EXCHANGE TRADED FD TR FOOD &BEVERAGE $1.37万0.01%290 —— — —
OMC OMNICOM GROUP INC COM USD0.15 $1.37万0.01%189 —— — —
CALF PACER FDS TR US SMALL CAP CASH COWS $1.39万0.01%275 —— — —
BUFD FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED $1.40万0.01%470 —— — —
DBND DOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETF $1.40万0.01%308 —— — —
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS $1.41万0.01%178 —— — —
TOLZ PROSHARES TRUST BROOKFIELD GLOBAL INFRASTRUCTURE ETF $1.41万0.01%238 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 $1.42万0.01%30 —— — —
QDEC FIRST TR EXCHNG TRADED FD VIII FT VEST NAS $1.42万0.01%400 —— — —
NUE NUCOR CORP COM USD0.40 $1.45万0.01%65 —— — —
SCHB SCHWAB US BROAD MARKET ETF $1.45万0.01%500 —— — —
FDL FIRST TR MORNINGSTAR DIVID LEA SHS $1.45万0.01%298 —— — —
JPEF J P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETF $1.45万0.01%181 —— — —
GSSC GOLDMAN SACHS ETF TR ACTIVEBETA US $1.46万0.01%160 —— — —
UAL UNITED AIRLS HLDGS INC COM $1.47万0.01%108 —— — —
SCHP SCHWAB STRATEGIC TR US TIPS ETF $1.47万0.01%555 —— — —
— INVESCO EXCHANGE TRADED FD TR NEXT GEN CONNECT $1.48万0.01%70 —— — —
TDV PROSHARES TR S&P TECH DIVIDEN $1.52万0.01%146 —— — —
VOE VANGUARD MID-CAP VALUE INDEX FUND $1.54万0.01%78 —— — —
GWW GRAINGER W W INC COM $1.54万0.01%12 —— — —
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF $1.57万0.01%267 —— — —
WCMI FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY $1.59万0.02%811 —— — —
WSM WILLIAMS-SONOMA INC $1.64万0.02%71 —— — —
AIS TIDAL TRUST III VIST ARTI IN ETF $1.66万0.02%194 —— — —
WDS WOODSIDE ENERGY GROUP LTD SPON ADR EACH REP 1 ORD SHS $1.67万0.02%862 —— — —
ADI ANALOG DEVICES INC COM $1.67万0.02%42 —— — —
— BRUKER CORP $1.70万0.02%38 —— — —
JPC NUVEEN PFD &INCOME OPPORTUNIT COM $1.71万0.02%2,171 —— — —
AA ALCOA CORP COM $1.72万0.02%330 —— — —
CWB SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF $1.73万0.02%160 —— — —
— 2023 ETF SERIES TRUST BRAN US VALU ETF $1.73万0.02%438 —— — —
— STRIVE NATURAL RESOURCES AND SECURITY ETF $1.73万0.02%400 —— — —
LNG CHENIERE ENERGY INC COM USD0.003 $1.74万0.02%73 —— — —
KIE SPDR SERIES TRUST STATE STREET S&P INSURANCE ETF $1.74万0.02%285 —— — —
GAP GAP INC COM $1.75万0.02%935 —— — —
— ESPEY MFG &ELECTRONICS CORP $1.78万0.02%265 —— — —
APG API GROUP CORP COM STK $1.81万0.02%427 —— — —
ALL ALLSTATE CORP COM USD0.01 $1.81万0.02%76 —— — —
MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A $1.85万0.02%50 —— — —
JUCY ETF SER SOLUTIONS APTUS ENHANCED $1.87万0.02%851 —— — —
HLT HILTON WORLDWIDE HLDGS INC $1.92万0.02%58 —— — —
— GRANITESHARES PLATINUM TR SHS BEN INT $1.96万0.02%1,310 —— — —
— ADVISORSHARES TR DORSY FSM US $1.97万0.02%310 —— — —
CSHI NEOS ETF TRUST NEOS ENH INC 1-3 $2.02万0.02%405 —— — —
RTX RTX CORPORATION COM USD1.00 $2.02万0.02%107 —— — —
VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR $2.06万0.02%95 —— — —
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $2.07万0.02%140 —— — —
IDGT ISHARES TR US DIGITAL INFRA $2.13万0.02%178 —— — —
— INVESCO EXCHANGE TRADED FD TR LEISURE AND ENTE $2.16万0.02%325 —— — —
SPYD SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 HIGH DIVIDEND ETF $2.18万0.02%458 —— — —
MRK MERCK &CO. INC COM $2.21万0.02%172 —— — —
— FIDELITY FUNDAMENTAL GLOBAL EX US ETF $2.23万0.02%640 —— — —
FGD FIRST TR EXCHANGE TRADED FD II FIRST TR DOW JONES GLOBAL SELECT DIVIDEND INDEX FD $2.24万0.02%700 —— — —
CTAS CINTAS CORP $2.25万0.02%132 —— — —
RDVI FIRST TR EXCHANGE-TRADED FD IV FT VEST RIS $2.25万0.02%766 —— — —
UDR UDR INC $2.27万0.02%569 —— — —
CRWD CROWDSTRIKE HLDGS INC CL A $2.29万0.02%30 —— — —
— MATTHEWS INTL FDS ASIA DIVID ETF $2.31万0.02%502 —— — —
UDEC INNOVATOR ETFS TRUST US EQTY ULTRA B $2.32万0.02%557 —— — —