Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/16 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 180
- 較 2024 年第 3 季 +1
- 總值
- $4.46 億
- 較 2024 年第 3 季 +$1,001 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 249,412 | $7,228 萬 | 16.2% | +58,592+30.7% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 400,145 | $2,812 萬 | 6.3% | +124,991+45.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 111,858 | $2,801 萬 | 6.3% | +1,050+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 54,104 | $2,221 萬 | 5.0% | −50−0.1% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 334,576 | $2,052 萬 | 4.6% | +96,186+40.3% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 280,220 | $2,015 萬 | 4.5% | +15,150+5.7% | 加碼 | – |
| ACNAccenture plc | Stock | 50,015 | $1,759 萬 | 3.9% | −5,880−10.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,168 | $1,613 萬 | 3.6% | +7,125+21.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 36,314 | $1,467 萬 | 3.3% | −137−0.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 105,005 | $1,387 萬 | 3.1% | +16,754+19.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 100,462 | $1,292 萬 | 2.9% | −2,117−2.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 29,147 | $1,229 萬 | 2.8% | −166−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 81,833 | $1,099 萬 | 2.5% | +322+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,153 | $990.6 萬 | 2.2% | +318+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 56,506 | $956.7 萬 | 2.1% | −1,540−2.7% | 減碼 | – |
| SRSpire Inc | COM | 139,725 | $947.8 萬 | 2.1% | −455−0.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,073 | $649.0 萬 | 1.5% | −704−6.0% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 127,657 | $647.3 萬 | 1.5% | +13,990+12.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,194 | $462.1 萬 | 1.0% | +138+1.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,533 | $445.5 萬 | 1.0% | +207+0.9% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,583 | $445.3 萬 | 1.0% | +27+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,606 | $335.3 萬 | 0.8% | +108+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,309 | $308.6 萬 | 0.7% | +386+3.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,020 | $293.9 萬 | 0.7% | +277+5.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 7,245 | $281.8 萬 | 0.6% | −4,166−36.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 138,029 | $246.8 萬 | 0.6% | −22,658−14.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 10,144 | $224.1 萬 | 0.5% | −390−3.7% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 87,936 | $199.6 萬 | 0.4% | +5,322+6.4% | 加碼依 3 比 1 拆股換算 | – |
| LLYEli Lilly & Co | Stock | 2,562 | $197.8 萬 | 0.4% | −17−0.7% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,305 | $194.6 萬 | 0.4% | +9+0.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 11,063 | $185.5 萬 | 0.4% | +139+1.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,822 | $167.0 萬 | 0.4% | +119+7.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,125 | $159.8 萬 | 0.4% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 5,443 | $157.8 萬 | 0.4% | −4,929−47.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,434 | $157.2 萬 | 0.4% | −12,202−56.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 17,325 | $156.5 萬 | 0.4% | +226+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,517 | $156.2 萬 | 0.4% | +148+2.3% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,505 | $155.8 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 4,927 | $155.7 萬 | 0.3% | +121+2.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 18,185 | $149.7 萬 | 0.3% | +61+0.3% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $136.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,952 | $120.6 萬 | 0.3% | +10,507+193.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 1,319 | $117.6 萬 | 0.3% | −69−5.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,268 | $114.7 萬 | 0.3% | −3,584−61.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,654 | $107.0 萬 | 0.2% | −6,174−62.8% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 8,009 | $105.2 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 5,661 | $100.6 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,701 | $96.5 萬 | 0.2% | −14,492−59.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,796 | $94.6 萬 | 0.2% | +41+2.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,469 | $93.6 萬 | 0.2% | −9,743−60.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,075 | $92.1 萬 | 0.2% | −7,570−65.0% | 減碼 | 歷史 |
| ACTEnact Holdings, Inc. | COM | 27,342 | $88.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,356 | $88.4 萬 | 0.2% | −5,327−61.3% | 減碼 | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,525 | $87.6 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,706 | $87.1 萬 | 0.2% | −292−5.8% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,605 | $83.8 萬 | 0.2% | +3+0.1% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,153 | $82.0 萬 | 0.2% | −10,542−71.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,447 | $81.8 萬 | 0.2% | +84+3.6% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,161 | $80.2 萬 | 0.2% | −6,055−65.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,608 | $78.2 萬 | 0.2% | +9+0.6% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,831 | $76.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 1,213 | $76.2 萬 | 0.2% | −19−1.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,197 | $72.9 萬 | 0.2% | −6,722−67.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,790 | $72.7 萬 | 0.2% | −5,525−66.4% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 4,381 | $72.4 萬 | 0.2% | +39+0.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,372 | $71.4 萬 | 0.2% | −11−0.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,684 | $71.2 萬 | 0.2% | −9,388−66.7% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,061 | $67.7 萬 | 0.2% | +15+0.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,200 | $63.8 萬 | 0.1% | −6,135−73.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,168 | $62.9 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,729 | $61.6 萬 | 0.1% | −99−1.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,595 | $60.2 萬 | 0.1% | −18,357−73.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,117 | $59.6 萬 | 0.1% | +168+4.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,570 | $57.0 萬 | 0.1% | +17+1.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,115 | $56.6 萬 | 0.1% | +8+0.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,873 | $55.1 萬 | 0.1% | +97+2.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,229 | $54.7 萬 | 0.1% | −49−3.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,604 | $53.2 萬 | 0.1% | +1,604 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,838 | $53.2 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 11,971 | $52.6 萬 | 0.1% | +1,116+10.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,730 | $52.0 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,036 | $51.6 萬 | 0.1% | +18+1.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,249 | $51.3 萬 | 0.1% | −418−9.0% | 減碼 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 23,349 | $51.2 萬 | 0.1% | −88,591−79.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,070 | $50.7 萬 | 0.1% | −55−0.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,276 | $50.0 萬 | 0.1% | +13+0.6% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,223 | $49.9 萬 | 0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 481 | $49.3 萬 | 0.1% | +481 | 新進 | 歷史 |
| AZOAutoZone Inc | COM | 151 | $48.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 2,344 | $48.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,048 | $47.0 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,856 | $45.8 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,565 | $44.8 萬 | 0.1% | +12+0.2% | 加碼 | 歷史 |
| KMPRKEMPER Corp | COM | 6,565 | $43.6 萬 | 0.1% | −811−11.0% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,932 | $43.2 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 392 | $41.6 萬 | 0.1% | +15+4.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,376 | $39.1 萬 | 0.1% | −23−0.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,773 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 680 | $38.9 萬 | 0.1% | +24+3.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,777 | $38.7 萬 | 0.1% | +262+5.8% | 加碼 | – |
2024 年第 3 季之後清倉（17 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVONovo Nordisk A S | ADR | 14,571 | $173.5 萬 | 0.4% | 歷史 |
| MOAltria Group, Inc. | Stock | 5,183 | $26.5 萬 | 0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,348 | $25.7 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 2,215 | $23.0 萬 | 0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 976 | $22.7 萬 | 0.1% | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,475 | $22.6 萬 | 0.1% | – |
| CVSCVS Health Corp | Stock | 3,556 | $22.4 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,441 | $21.8 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 4,309 | $21.5 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 752 | $21.2 萬 | <0.1% | – |
| AFLAflac Inc | Stock | 1,831 | $20.5 萬 | <0.1% | 歷史 |
| PLDPrologis, Inc. | REIT | 1,615 | $20.4 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,490 | $20.3 萬 | <0.1% | 歷史 |
| PFEPfizer Inc | Stock | 6,938 | $20.1 萬 | <0.1% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 21,322 | $12.5 萬 | <0.1% | 歷史 |
| TALOTalos Energy Inc. | COM | 11,374 | $11.8 萬 | <0.1% | 歷史 |
| HPPHudson Pacific Properties, Inc. | COM | 17,770 | $8.49 萬 | <0.1% | 歷史 |