Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位。
- 持股檔數
- 190
- 2025 年第 2 季沒有申報
- 總值
- $4.99 億
- 2025 年第 2 季沒有申報
Regent Peak Wealth Advisors LLC 沒有申報 2025 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 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 | 255,659 | $8,390 萬 | 16.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 448,722 | $3,918 萬 | 7.8% | – | – | – |
| AAPLApple Inc. | Stock | 109,265 | $2,782 萬 | 5.6% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 355,451 | $2,420 萬 | 4.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 317,974 | $2,365 萬 | 4.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,015 | $2,207 萬 | 4.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,081 | $1,877 萬 | 3.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 88,086 | $1,644 萬 | 3.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 36,804 | $1,637 萬 | 3.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,837 | $1,390 萬 | 2.8% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 98,285 | $1,376 萬 | 2.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 92,788 | $1,351 萬 | 2.7% | – | – | – |
| ACNAccenture plc | Stock | 54,435 | $1,342 萬 | 2.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 46,987 | $1,032 萬 | 2.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,876 | $857.8 萬 | 1.7% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 45,696 | $852.2 萬 | 1.7% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 165,174 | $838.8 萬 | 1.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 23,792 | $578.4 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,270 | $516.3 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 15,105 | $498.3 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,478 | $450.0 萬 | 0.9% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 17,171 | $424.0 萬 | 0.8% | – | – | 歷史 |
| SRSpire Inc | COM | 49,855 | $406.4 萬 | 0.8% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 70,567 | $400.5 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,137 | $377.3 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,734 | $272.8 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,380 | $232.8 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 133,583 | $232.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,333 | $223.1 萬 | 0.4% | – | – | – |
| ORCLOracle Corp | Stock | 7,695 | $216.4 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,667 | $203.5 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 77,259 | $198.6 萬 | 0.4% | – | – | – |
| SOSouthern Co | Stock | 20,504 | $194.3 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,861 | $190.2 萬 | 0.4% | – | – | – |
| UBSIUnited Bankshares Inc | COM | 50,682 | $188.6 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,087 | $185.4 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 17,985 | $185.4 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,972 | $182.5 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,281 | $180.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,399 | $179.1 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,228 | $157.1 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,297 | $155.5 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.8 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,829 | $135.0 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 3,923 | $118.0 萬 | 0.2% | – | – | 歷史 |
| APOApollo Global Management, Inc. | COM | 8,841 | $117.8 萬 | 0.2% | – | – | 歷史 |
| ACTEnact Holdings, Inc. | COM | 29,746 | $114.0 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,993 | $113.4 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,526 | $112.5 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,685 | $112.0 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,867 | $108.8 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,373 | $103.1 萬 | 0.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,613 | $101.8 萬 | 0.2% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 2,747 | $93.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,421 | $90.0 萬 | 0.2% | – | – | – |
| LINLinde PLC | Stock | 1,819 | $86.4 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,679 | $78.6 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,553 | $77.5 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,089 | $74.4 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,558 | $74.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,162 | $71.2 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,167 | $69.2 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,966 | $67.3 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,366 | $66.8 萬 | 0.1% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,008 | $66.1 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,108 | $65.4 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,202 | $65.3 萬 | 0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,468 | $64.4 萬 | 0.1% | – | – | 歷史 |
| AZOAutoZone Inc | COM | 150 | $64.4 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,526 | $64.3 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,517 | $64.2 萬 | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,318 | $63.9 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 12,060 | $62.2 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,650 | $61.8 萬 | 0.1% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 9,443 | $61.4 萬 | 0.1% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 970 | $59.6 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,354 | $59.2 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 722 | $57.5 萬 | 0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,128 | $57.5 萬 | 0.1% | – | – | – |
| CDNSCadence Design Systems Inc | Stock | 1,633 | $57.4 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 489 | $57.0 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 7,364 | $55.6 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,309 | $54.6 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,909 | $53.9 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,866 | $53.8 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,357 | $53.4 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,542 | $53.2 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,219 | $53.2 萬 | 0.1% | – | – | – |
| SPGIS&P Global Inc. | Stock | 1,026 | $49.9 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,692 | $49.5 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,074 | $49.2 萬 | 0.1% | – | – | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 459,814 | $46.4 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 5,477 | $45.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,773 | $45.5 萬 | 0.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 927 | $45.5 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,692 | $45.0 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,207 | $45.0 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,276 | $45.0 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,586 | $44.3 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,742 | $44.3 萬 | 0.1% | – | – | – |