Regatta Research & Money Management
METAIRIE LA · SEC CIK 0002137529
$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
26Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | CALAMOS DYNAMIC CONV &INCOME COM | $2.33万 | 0.02% | 905 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2.33万 | 0.02% | 200 | — | — | — | — |
| LQD | ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF | $2.33万 | 0.02% | 214 | — | — | — | — |
| SCCO | SOUTHERN COPPER CORP | $2.34万 | 0.02% | 134 | — | — | — | — |
| LPLA | LPL FINANCIAL HOLDINGS INC | $2.34万 | 0.02% | 83 | — | — | — | — |
| JTEK | J P MORGAN EXCHANGE TRADED FD U S TECH LEADERS | $2.34万 | 0.02% | 210 | — | — | — | — |
| IWV | ISHARES RUSSELL 3000 ETF | $2.35万 | 0.02% | 55 | — | — | — | — |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $2.36万 | 0.02% | 229 | — | — | — | — |
| — | DBX ETF TR XTRCKR RUSL 1000 | $2.37万 | 0.02% | 366 | — | — | — | — |
| — | ABERDEEN INDIA FUND INC COMMON STOCK | $2.43万 | 0.02% | 2,072 | — | — | — | — |
| — | INNOVATOR ETFS TRUST INNOVATOR NASDAQ-100 MNGD 10 BUF ETF | $2.45万 | 0.02% | 900 | — | — | — | — |
| SSL | SASOL LTD SPON ADR(EACH CNV TO 1 ORD) | $2.46万 | 0.02% | 2,500 | — | — | — | — |
| FHN | FIRST HORIZON CORPORATION COM | $2.49万 | 0.02% | 970 | — | — | — | — |
| BUCK | SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY TREASURY OPTION INCOME ETF | $2.50万 | 0.02% | 1,068 | — | — | — | — |
| — | INNOVATOR ETFS TRUST EMRGNG MKT JAN | $2.55万 | 0.02% | 709 | — | — | — | — |
| AOM | ISHARES TRUST CORE 40/60 MODERATE ALLOCATION ETF | $2.55万 | 0.02% | 512 | — | — | — | — |
| CNR | CORE NATURAL RESOURCES INC COM SHS | $2.57万 | 0.02% | 322 | — | — | — | — |
| SYK | STRYKER CORPORATION COM | $2.58万 | 0.02% | 82 | — | — | — | — |
| RIO | RIO TINTO ADR EACH REP 1 ORD | $2.61万 | 0.02% | 275 | — | — | — | — |
| FDX | FEDEX CORP COM USD0.10 | $2.62万 | 0.02% | 84 | — | — | — | — |
| SPTS | SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM TREASURY ETF | $2.62万 | 0.02% | 904 | — | — | — | — |
| MHD | BLACKROCK MUNIHOLD FUND INC COM USD0.10 | $2.63万 | 0.02% | 2,206 | — | — | — | — |
| PKB | INVESCO EXCHANGE TRADED FD TR BUILDING &CONST | $2.63万 | 0.02% | 235 | — | — | — | — |
| ROP | ROPER TECHNOLOGIES INC | $2.64万 | 0.02% | 78 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $2.67万 | 0.03% | 630 | — | — | — | — |
| VDE | VANGUARD WORLD FD ENERGY ETF | $2.67万 | 0.03% | 178 | — | — | — | — |
| BLK | BLACKROCK INC COM | $2.67万 | 0.03% | 28 | — | — | — | — |
| — | 2023 ETF SERIES TRUST BRAN US VALU ETF | $2.67万 | 0.03% | 678 | — | — | — | — |
| XME | SPDR SERIES TRUST STATE STREET S&P METALS & MINING ETF | $2.68万 | 0.03% | 251 | — | — | — | — |
| UNM | UNUM GROUP | $2.68万 | 0.03% | 300 | — | — | — | — |
| PCMM | BONDBLOXX ETF TRUST PRIVA CR CLO ETF | $2.68万 | 0.03% | 538 | — | — | — | — |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $2.72万 | 0.03% | 275 | — | — | — | — |
| C | CITIGROUP INC | $2.73万 | 0.03% | 195 | — | — | — | — |
| GGUS | GOLDMAN SACHS ETF TR MAR 1000 GRO ETF | $2.73万 | 0.03% | 400 | — | — | — | — |
| XSW | SPDR SERIES TRUST STATE STREET S&P SOFTWARE & SERVICES ETF | $2.77万 | 0.03% | 161 | — | — | — | — |
| HUBB | HUBBELL INC COM | $2.77万 | 0.03% | 53 | — | — | — | — |
| DRI | DARDEN RESTAURANTS INC | $2.77万 | 0.03% | 135 | — | — | — | — |
| DSI | ISHARES TRUST ESG MSCI KLD 400 ETF | $2.78万 | 0.03% | 195 | — | — | — | — |
| INTC | INTEL CORP COM USD0.001 | $2.79万 | 0.03% | 200 | — | — | — | — |
| — | 2023 ETF SERIES TRUST BRAN US VALU ETF | $2.80万 | 0.03% | 710 | — | — | — | — |
| GRNT | GRANITE RIDGE RESOURCES INC COM | $2.81万 | 0.03% | 6,374 | — | — | — | — |
| V | VISA INC | $2.84万 | 0.03% | 83 | — | — | — | — |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $2.84万 | 0.03% | 38 | — | — | — | — |
| AVSC | AVANTIS US SMALL CAP EQUITY ETF | $2.90万 | 0.03% | 395 | — | — | — | — |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $2.90万 | 0.03% | 417 | — | — | — | — |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | $2.90万 | 0.03% | 318 | — | — | — | — |
| OTIS | OTIS WORLDWIDE CORP COM | $2.92万 | 0.03% | 408 | — | — | — | — |
| PBW | INVESCO EXCHANGE TRADED FD TR WILDERHIL CLAN | $2.93万 | 0.03% | 750 | — | — | — | — |
| BUSA | 2023 ETF SERIES TRUST BRAN US VALU ETF | $2.98万 | 0.03% | 757 | — | — | — | — |
| — | CALAMOS ETF TR S&P 500 STR OCTO | $3.00万 | 0.03% | 1,076 | — | — | — | — |
| — | CALAMOS ETF TRUST NASDAQ 100 STRUCTURED ALT PROTECTION ETF | $3.01万 | 0.03% | 1,098 | — | — | — | — |
| AZN | ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 | $3.01万 | 0.03% | 160 | — | — | — | — |
| — | INNOVATOR ETFS TRUST EMRGNG MKT APRIL | $3.05万 | 0.03% | 926 | — | — | — | — |
| — | INNOVATOR ETFS TR EQUITY DEFINED PROTN ETF - 2 YR TO JULY 2027 | $3.05万 | 0.03% | 1,010 | — | — | — | — |
| RSPF | INVESCO EXCHANGE TRADED FD TR S&P500 EQL FIN | $3.06万 | 0.03% | 395 | — | — | — | — |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $3.07万 | 0.03% | 157 | — | — | — | — |
| — | WISDOMTREE TR EUROP DEFEN FD | $3.08万 | 0.03% | 1,132 | — | — | — | — |
| IGE | ISHARES TR NORTH AMERN NAT | $3.10万 | 0.03% | 553 | — | — | — | — |
| AEM | AGNICO EAGLE MINES LTD COM ISIN #CA0084741085 SEDOL #2009823 | $3.11万 | 0.03% | 201 | — | — | — | — |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $3.15万 | 0.03% | 171 | — | — | — | — |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | $3.17万 | 0.03% | 1,500 | — | — | — | — |
| OSK | OSHKOSH CORP | $3.17万 | 0.03% | 208 | — | — | — | — |
| UPS | UNITED PARCEL SERVICE INC CL B | $3.18万 | 0.03% | 296 | — | — | — | — |
| PTIN | PACER FDS TR TRENDPILOT INTL | $3.21万 | 0.03% | 876 | — | — | — | — |
| IYH | ISHARES US HEALTHCARE ETF | $3.28万 | 0.03% | 490 | — | — | — | — |
| GILD | GILEAD SCIENCES INC COM USD0.001 | $3.28万 | 0.03% | 260 | — | — | — | — |
| SYY | SYSCO CORP | $3.29万 | 0.03% | 394 | — | — | — | — |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $3.34万 | 0.03% | 489 | — | — | — | — |
| GRID | FIRST TR EXCHANGE TRADED FD II NASDQ CLN EDGE | $3.35万 | 0.03% | 175 | — | — | — | — |
| DES | WISDOMTREE TR US SMALLCAP DIVD | $3.36万 | 0.03% | 827 | — | — | — | — |
| IYM | ISHARES TRUST - ISHARES U.S. BASIC MATERIALS ETF | $3.38万 | 0.03% | 189 | — | — | — | — |
| IVOV | VANGUARD ADMIRAL FDS INC MIDCP 400 VAL | $3.42万 | 0.03% | 300 | — | — | — | — |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX | $3.45万 | 0.03% | 125 | — | — | — | — |
| XLU | SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $3.46万 | 0.03% | 762 | — | — | — | — |
| — | INVESCO EXCH TRADED FD TR II KBW PPTY CASUT | $3.46万 | 0.03% | 274 | — | — | — | — |
| COPX | GLOBAL X FDS GLOBAL X COPPER | $3.47万 | 0.03% | 451 | — | — | — | — |
| AXS | AXIS CAP HLDGS LTD SHS | $3.48万 | 0.03% | 324 | — | — | — | — |
| PAVE | GLOBAL X FDS US INFR DEV ETF | $3.49万 | 0.03% | 592 | — | — | — | — |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | $3.49万 | 0.03% | 114 | — | — | — | — |
| ISPY | PROSHARES TRUST S&P 500 HIGH INCOME ETF | $3.51万 | 0.03% | 728 | — | — | — | — |
| FFOG | FRANKLIN TEMPLETON ETF TR FOCUSED DYNAMIC | $3.54万 | 0.03% | 687 | — | — | — | — |
| DOC | HEALTHPEAK PROPERTIES INC COM | $3.55万 | 0.03% | 1,661 | — | — | — | — |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.59万 | 0.03% | 390 | — | — | — | — |
| CSCO | CISCO SYSTEMS INC | $3.62万 | 0.03% | 308 | — | — | — | — |
| DLN | WISDOMTREE TR US LARGECAP DIVD | $3.64万 | 0.03% | 378 | — | — | — | — |
| DOCT | FIRST TR EXCHNG TRADED FD VIII FT VEST UQ EQT | $3.68万 | 0.03% | 788 | — | — | — | — |
| DIV | GLOBAL X FDS GLOBAL X SUPERDIVIDEND U S ETF | $3.68万 | 0.03% | 1,932 | — | — | — | — |
| — | MORGAN STANLEY ETF TRUST PARAMETRIC HEDGED EQUITY ETF USD | $3.73万 | 0.04% | 1,078 | — | — | — | — |
| BSEP | INNOVATOR ETFS TRUST US EQTY BUF SEP | $3.73万 | 0.04% | 707 | — | — | — | — |
| RWL | INVESCO EXCH TRADED FD TR II S&P 500 REVENUE | $3.74万 | 0.04% | 293 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $3.75万 | 0.04% | 198 | — | — | — | — |
| GEV | GE VERNOVA INC COM | $3.76万 | 0.04% | 32 | — | — | — | — |
| MCD | MCDONALD S CORP | $3.78万 | 0.04% | 140 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $3.78万 | 0.04% | 92 | — | — | — | — |
| AZO | AUTOZONE INC COM USD0.01 | $3.84万 | 0.04% | 12 | — | — | — | — |
| FXL | FIRST TR EXCHANGE TRADED FD II TECHNOLOGY ALPHADEX FD USD ISIN #US33734X1761 SEDOL #B4V4XQ5 | $3.84万 | 0.04% | 177 | — | — | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $3.92万 | 0.04% | 176 | — | — | — | — |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | $3.94万 | 0.04% | 421 | — | — | — | — |
| TJX | TJX COMPANIES INC | $4.02万 | 0.04% | 267 | — | — | — | — |
| FXU | FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL | $4.04万 | 0.04% | 818 | — | — | — | — |