Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 177
- 較 2024 年第 4 季 −3
- 總值
- $4.24 億
- 較 2024 年第 4 季 −$2,201 萬 (−4.9%)
| 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 | 251,292 | $6,906 萬 | 16.3% | +1,880+0.8% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 438,408 | $3,317 萬 | 7.8% | +38,263+9.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 111,467 | $2,476 萬 | 5.8% | −391−0.3% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 300,279 | $2,206 萬 | 5.2% | +20,059+7.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 341,452 | $2,109 萬 | 5.0% | +6,876+2.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,702 | $1,732 萬 | 4.1% | −7,402−13.7% | 減碼 | – |
| ACNAccenture plc | Stock | 47,743 | $1,490 萬 | 3.5% | −2,272−4.5% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 39,405 | $1,423 萬 | 3.4% | −763−1.9% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 97,187 | $1,319 萬 | 3.1% | −7,818−7.4% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 96,312 | $1,175 萬 | 2.8% | −4,150−4.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 27,129 | $1,018 萬 | 2.4% | −2,018−6.9% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 36,309 | $941.0 萬 | 2.2% | −50.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 81,659 | $885.0 萬 | 2.1% | −174−0.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,564 | $870.6 萬 | 2.1% | +4,491+40.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 44,625 | $849.0 萬 | 2.0% | −528−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,418 | $836.4 萬 | 2.0% | −8,088−14.3% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 160,318 | $813.0 萬 | 1.9% | +32,661+25.6% | 加碼 | – |
| SRSpire Inc | COM | 90,243 | $706.2 萬 | 1.7% | −49,482−35.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,225 | $544.6 萬 | 1.3% | +31+0.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 18,568 | $525.5 萬 | 1.2% | −15−0.1% | 減碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 87,300 | $380.6 萬 | 0.9% | +87,300 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,591 | $364.8 萬 | 0.9% | +58+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,825 | $278.1 萬 | 0.7% | −195−3.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,536 | $274.0 萬 | 0.6% | −70−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,955 | $254.9 萬 | 0.6% | −290−4.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 133,977 | $253.3 萬 | 0.6% | −4,052−2.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,666 | $220.2 萬 | 0.5% | +104+4.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,942 | $216.7 萬 | 0.5% | −367−2.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,314 | $186.2 萬 | 0.4% | +9+0.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 85,936 | $185.0 萬 | 0.4% | −2,000−2.3% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 10,747 | $183.1 萬 | 0.4% | −316−2.9% | 減碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 50,682 | $175.7 萬 | 0.4% | +50,682 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,855 | $175.5 萬 | 0.4% | +33+1.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,928 | $172.7 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 18,085 | $166.3 萬 | 0.4% | −100−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,543 | $160.5 萬 | 0.4% | +26+0.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $159.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,737 | $154.3 萬 | 0.4% | −2,407−23.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 17,266 | $151.6 萬 | 0.4% | −59−0.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,102 | $145.5 萬 | 0.3% | −23−0.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 4,585 | $143.2 萬 | 0.3% | −858−15.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,490 | $135.1 萬 | 0.3% | −15−0.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 8,617 | $120.5 萬 | 0.3% | −817−8.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,716 | $119.8 萬 | 0.3% | +55+1.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,237 | $115.4 萬 | 0.3% | −82−6.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,028 | $106.2 萬 | 0.3% | −240−10.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,272 | $100.0 萬 | 0.2% | −382−10.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,883 | $97.6 萬 | 0.2% | −586−9.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,755 | $96.2 萬 | 0.2% | −41−2.3% | 減碼 | 歷史 |
| ACTEnact Holdings, Inc. | COM | 27,342 | $95.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,706 | $88.5 萬 | 0.2% | 00.0% | 不變 | – |
| LINLinde PLC | Stock | 1,827 | $85.1 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,975 | $84.2 萬 | 0.2% | −100−2.5% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,968 | $80.9 萬 | 0.2% | −388−11.6% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,936 | $79.7 萬 | 0.2% | −2,073−25.9% | 減碼 | – |
| GEGeneral Electric Co | Stock | 3,816 | $76.4 萬 | 0.2% | −245−6.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,608 | $74.5 萬 | 0.2% | +3+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 6,093 | $72.5 萬 | 0.2% | +364+6.4% | 加碼 | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,525 | $70.8 萬 | 0.2% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 1,581 | $70.6 萬 | 0.2% | −27−1.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,689 | $69.0 萬 | 0.2% | −2,012−20.7% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,778 | $68.9 萬 | 0.2% | −383−12.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,201 | $68.6 萬 | 0.2% | −589−21.1% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,879 | $68.0 萬 | 0.2% | −318−9.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,059 | $67.9 萬 | 0.2% | −58−1.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,337 | $66.5 萬 | 0.2% | −35−2.6% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,077 | $66.2 萬 | 0.2% | −136−11.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,866 | $64.5 萬 | 0.2% | −7−0.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,390 | $64.1 萬 | 0.2% | −57−2.3% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 4,499 | $61.6 萬 | 0.1% | +118+2.7% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,122 | $60.2 萬 | 0.1% | +7+0.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,162 | $59.7 萬 | 0.1% | −6−0.5% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,707 | $58.6 萬 | 0.1% | +1,458+34.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,817 | $57.2 萬 | 0.1% | −867−18.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,293 | $57.0 萬 | 0.1% | +17+0.7% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 149 | $56.8 萬 | 0.1% | −2−1.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,538 | $54.3 萬 | 0.1% | −1,057−16.0% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,027 | $52.2 萬 | 0.1% | −9−0.9% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,115 | $51.7 萬 | 0.1% | −1,038−25.0% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,329 | $51.4 萬 | 0.1% | −15−0.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,549 | $51.1 萬 | 0.1% | −21−1.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 11,975 | $50.0 萬 | 0.1% | +40.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,041 | $49.9 萬 | 0.1% | −29−0.4% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,764 | $49.7 萬 | 0.1% | −74−2.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,292 | $49.6 萬 | 0.1% | +63+5.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,784 | $48.0 萬 | 0.1% | +219+2.9% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 486 | $46.0 萬 | 0.1% | +5+1.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,521 | $44.9 萬 | 0.1% | −679−30.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,883 | $43.9 萬 | 0.1% | +27+1.5% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,223 | $43.9 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,576 | $42.8 萬 | 0.1% | −28−1.7% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,036 | $41.1 萬 | 0.1% | +104+5.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,613 | $41.0 萬 | 0.1% | −117−6.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,951 | $40.5 萬 | 0.1% | −11,001−69.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 5,502 | $39.5 萬 | 0.1% | +103+1.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,887 | $38.2 萬 | 0.1% | −489−14.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,777 | $38.1 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 1,860 | $38.1 萬 | 0.1% | −188−9.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 697 | $38.1 萬 | 0.1% | +17+2.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,357 | $37.4 萬 | 0.1% | +55+2.4% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（16 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Real Estate ETF922908553 | ETF | 4,074 | $36.3 萬 | 0.1% | – |
| ALLAllstate Corp | Stock | 1,749 | $33.7 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 4,026 | $30.5 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,138 | $30.4 萬 | 0.1% | – |
| TGTTarget Corp | Stock | 1,948 | $26.3 萬 | 0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,385 | $24.6 萬 | 0.1% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 569 | $24.2 萬 | 0.1% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 320 | $22.8 萬 | 0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,763 | $21.0 萬 | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,057 | $20.9 萬 | <0.1% | – |
| INTCIntel Corp | Stock | 10,195 | $20.4 萬 | <0.1% | 歷史 |
| MSMorgan Stanley | Stock | 1,610 | $20.2 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 1,242 | $20.2 萬 | <0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 1,811 | $20.0 萬 | <0.1% | 歷史 |
| BGSB&G Foods, Inc. | COM | 11,730 | $8.08 萬 | <0.1% | 歷史 |
| XELBXCel Brands, Inc. | COM NEW | 15,000 | $7,635 | <0.1% | 歷史 |