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
ALLT ALLOT LTD COM ILS0.10 $4.05万0.04%4,580 —— — —
— INNOVATOR ETFS TRUST US EQTY ULTRA BU $4.06万0.04%1,011 —— — —
DSTL ETF SER SOLUTIONS DISTILLATE US $4.09万0.04%684 —— — —
LRCX LAM RESEARCH CORP COM NEW $4.11万0.04%95 —— — —
— FIRST TR EXCHANGE TRADED FD VIII FT VEST US EQUITY MAX BUFFER ETF NOV $4.15万0.04%1,230 —— — —
PGR PROGRESSIVE CORP COM $4.15万0.04%190 —— — —
CCL CARNIVAL CORP LTD COM USD0.01 $4.16万0.04%1,458 —— — —
UNP UNION PAC CORP COM $4.17万0.04%154 —— — —
PSEC PROSPECT CAP CORP COM $4.18万0.04%18,098 —— — —
DWX SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF $4.20万0.04%914 —— — —
XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $4.20万0.04%266 —— — —
TIP ISHARES TIPS BOND ETF $4.21万0.04%385 —— — —
VFLO VICTORY PORTFOLIOS II SHARES FREE CASH $4.26万0.04%931 —— — —
— CAMBRIA ETF TR VALUE MOMENTUM $4.32万0.04%1,202 —— — —
MMM 3M CO $4.33万0.04%268 —— — —
— TIDAL TRUST II DEFIANCE GOLD EN $4.36万0.04%3,521 —— — —
FDMO FIDELITY MOMENTUM FACTOR ETF $4.40万0.04%446 —— — —
IVW ISHARES S&P 500 GROWTH ETF $4.44万0.04%323 —— — —
RCL ROYAL CARIBBEAN GROUP COM USD0.01 $4.45万0.04%140 —— — —
UTF COHEN &STEERS INFRASTRUCTRE FD INC COM USD0.001 $4.50万0.04%1,630 —— — —
UBER UBER TECHNOLOGIES INC COM $4.51万0.04%625 —— — —
USMC PRINCIPAL EXCHANGE TRADED FDS US MEGA CP ETF $4.51万0.04%609 —— — —
JETS ETF SER SOLUTIONS US GLB JETS $4.56万0.04%1,372 —— — —
PJAN INNOVATOR ETFS TRUST US EQTY PWR BUF $4.58万0.04%925 —— — —
PEP PEPSICO INC $4.64万0.04%343 —— — —
PFXF VANECK ETF TRUST PREFERRED SECURT $4.67万0.04%2,618 —— — —
BIDU BAIDU INC SPON ADS EACH REP 8 ORD SHS $4.71万0.04%412 —— — —
TDIV FIRST TR EXCHANGE TRADED FD VI NASDAQ TECH DIVID INDEX FD $4.71万0.04%410 —— — —
VAW VANGUARD WORLD FD MATERIALS ETF $4.72万0.04%208 —— — —
MU MICRON TECHNOLOGY INC $4.73万0.04%41 —— — —
IHE ISHARES TR U.S. PHARMA ETF $4.75万0.04%480 —— — —
GSBD GOLDMAN SACHS BDC INC SHS $4.77万0.05%5,031 —— — —
— RUNWAY GROWTH FINANCE CORP COM $4.90万0.05%8,734 —— — —
NAC NUVEEN CA QUALTY MUN INCOME FD COM $4.92万0.05%4,063 —— — —
WWD WOODWARD INC COM $4.92万0.05%116 —— — —
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 $4.94万0.05%246 —— — —
— PACER FDS TR US CA CO BD ETF $4.98万0.05%2,025 —— — —
MCK MCKESSON CORP $4.99万0.05%66 —— — —
FANG DIAMONDBACK ENERGY INC COM USD0.01 $5.00万0.05%285 —— — —
— INNOVATOR ETFS TRUST US EQTY ACC PLUS $5.10万0.05%1,499 —— — —
WMT WALMART INC COM $5.10万0.05%451 —— — —
IGF ISHARES TR GLB INFRASTR ETF $5.17万0.05%776 —— — —
WM WASTE MANAGEMENT INC $5.24万0.05%236 —— — —
CAH CARDINAL HEALTH INC COM NPV $5.25万0.05%222 —— — —
BAI BLACKROCK ETF TRUST ISHA I IN TE ETF $5.27万0.05%1,000 —— — —
— ETF OPPORTUNITIES TRUST AMERICAN CONSER $5.28万0.05%969 —— — —
PLD PROLOGIS INC. COM $5.33万0.05%394 —— — —
BUFF INNOVATOR ETFS TRUST LADERD ALCTN PWR $5.35万0.05%1,015 —— — —
FIDU FIDELITY MSCI INDL INDEX ETF $5.38万0.05%541 —— — —
FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF $5.41万0.05%1,236 —— — —
ETR ENTERGY CORP $5.54万0.05%482 —— — —
URI UNITED RENTALS INC $5.55万0.05%49 —— — —
IYJ ISHARES TR US INDUSTRIALS $5.58万0.05%335 —— — —
B BARRICK MINING CORPORATION COM NPV ISIN #CA06849F1080 SEDOL #BNM23Q1 $5.73万0.05%1,560 —— — —
PDEC INNOVATOR ETFS TRUST US EQTY PWR BUF $5.74万0.05%1,250 —— — —
OKE ONEOK INC COM USD0.01 $5.77万0.05%664 —— — —
PWRD TCW ETF TRUST TRANSFORM SYSTEM $5.89万0.06%479 —— — —
— INNOVATOR ETFS TRUST EMERGING MKT PWR $5.91万0.06%1,729 —— — —
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND $5.95万0.06%343 —— — —
LIN LINDE PLC COM EUR0.001 $5.96万0.06%116 —— — —
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK $6.07万0.06%342 —— — —
COP CONOCOPHILLIPS COM $6.12万0.06%590 —— — —
— GABELLI ETFS TR GABELLI GROWTH INNOVATORS ETF $6.16万0.06%1,621 —— — —
PG PROCTER AND GAMBLE CO COM $6.24万0.06%426 —— — —
— INNOVATOR ETFS TRUST U.S. SMALL CAP MANAGED FLOOR ETF $6.25万0.06%1,908 —— — —
D DOMINION ENERGY INC COM $6.43万0.06%943 —— — —
— FIRST TR EXCHNG TRADED FD VIII FT VE EM MARK BU $6.44万0.06%2,476 —— — —
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF $6.45万0.06%393 —— — —
— ETF SER SOLUTIONS US GBL GLD PRE $6.47万0.06%1,741 —— — —
DASH DOORDASH INC CL A $6.55万0.06%355 —— — —
WTV WISDOMTREE TR WISDOMTREE US VA $6.58万0.06%648 —— — —
TROW PRICE T ROWE GROUPS COM USD0.20 $6.61万0.06%581 —— — —
FRO FRONTLINE PLC COM USD1 $6.71万0.06%1,928 —— — —
HGER HARBOR ETF TRUST HARBOR COMMODITY $6.72万0.06%2,292 —— — —
FVAL FIDELITY VALUE FACTOR ETF $6.76万0.06%869 —— — —
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $6.83万0.06%500 —— — —
IWY ISHARES TR RUS TP200 GR ETF $6.89万0.07%237 —— — —
PHYS SPROTT PHYSICAL GOLD TRUST UNIT ISIN #CA85207H1047 SEDOL #BYVW239 $7.04万0.07%2,335 —— — —
LHX L3HARRIS TECHNOLOGIES INC COM $7.07万0.07%245 —— — —
IWD ISHARES RUSSELL 1000 VALUE ETF $7.10万0.07%293 —— — —
SPCX SPACE EXPL TECHNOLOGIES CORP CL A $7.25万0.07%426 —— — —
TSLA TESLA INC COM $7.28万0.07%173 —— — —
IWB ISHARES RUSSELL 1000 INDEX FUND $7.29万0.07%178 —— — —
MO ALTRIA GROUP INC $7.43万0.07%1,033 —— — —
EQH EQUITABLE HLDGS INC COM $7.47万0.07%1,702 —— — —
GS GOLDMAN SACHS GROUP INC COM USD0.01 $7.69万0.07%76 —— — —
WFC WELLS FARGO CO NEW COM $7.74万0.07%938 —— — —
RILY BRC GROUP HOLDINGS INC COMMON STOCK $7.76万0.07%9,650 —— — —
AIA ISHARES TR ASIA 50 ETF $7.79万0.07%550 —— — —
DIS DISNEY WALT CO COM $7.83万0.07%813 —— — —
IVE ISHARES S&P 500 VALUE ETF $7.83万0.07%345 —— — —
FLTW FRANKLIN TEMPLETON ETF TR FTSE TAIWAN $8.01万0.08%759 —— — —
BRNY EA SERIES TRUST BURNEY US FACTOR ROTATION ETF $8.10万0.08%1,391 —— — —
TXN TEXAS INSTRUMENTS INC COM USD1.00 $8.20万0.08%276 —— — —
RING ISHARES INC MSCI GBL GOLD MN $8.20万0.08%1,271 —— — —
ABBV ABBVIE INC COM USD0.01 $8.21万0.08%327 —— — —
— FIRST TR EXCHANGE TRADED FD VIII FT VEST NASDAQ 100 CONSERVATIV BUFF ETF $8.22万0.08%3,436 —— — —
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 $8.46万0.08%250 —— — —
— FIRST TR EXCHANGE-TRADED FD VEST GOLD STRTGY $8.47万0.08%5,202 —— — —
AMZN AMAZON.COM INC $8.63万0.08%362 —— — —