Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/8 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 192
- 較 2025 年第 3 季 +2
- 總值
- $5.07 億
- 較 2025 年第 3 季 +$805.9 萬 (+1.6%)
| 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 | 255,627 | $8,570 萬 | 16.9% | −320.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 446,163 | $3,991 萬 | 7.9% | −2,559−0.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 109,440 | $2,975 萬 | 5.9% | +175+0.2% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 355,124 | $2,465 萬 | 4.9% | −327−0.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 313,169 | $2,320 萬 | 4.6% | −4,805−1.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 45,851 | $2,237 萬 | 4.4% | −164−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 39,605 | $1,875 萬 | 3.7% | −476−1.2% | 減碼 | – |
| TSLATesla, Inc. | Stock | 37,180 | $1,672 萬 | 3.3% | +376+1.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 86,408 | $1,612 萬 | 3.2% | −1,678−1.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 56,252 | $1,509 萬 | 3.0% | +1,817+3.3% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 91,226 | $1,356 萬 | 2.7% | −1,562−1.7% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 95,924 | $1,335 萬 | 2.6% | −2,361−2.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 26,857 | $1,299 萬 | 2.6% | +20+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 47,622 | $1,099 萬 | 2.2% | +635+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 45,652 | $871.9 萬 | 1.7% | −44−0.1% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 161,757 | $818.2 萬 | 1.6% | −3,417−2.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 24,017 | $751.7 萬 | 1.5% | +225+0.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,706 | $661.9 萬 | 1.3% | −3,170−24.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,138 | $569.2 萬 | 1.1% | −340−1.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,672 | $536.4 萬 | 1.1% | +402+3.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 15,308 | $529.8 萬 | 1.0% | +203+1.3% | 加碼 | 歷史 |
| SRSpire Inc | COM | 43,972 | $363.6 萬 | 0.7% | −5,883−11.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,341 | $352.6 萬 | 0.7% | +204+4.0% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 14,011 | $319.1 萬 | 0.6% | −3,160−18.4% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 61,112 | $303.4 萬 | 0.6% | +51,669+547.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,758 | $296.4 萬 | 0.6% | +91+3.4% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 37,334 | $259.1 萬 | 0.5% | −33,233−47.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 133,508 | $244.3 萬 | 0.5% | −75−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,351 | $236.9 萬 | 0.5% | −29−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,470 | $222.6 萬 | 0.4% | −264−3.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,151 | $215.8 萬 | 0.4% | −182−5.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 77,261 | $202.7 萬 | 0.4% | +20.0% | 加碼 | – |
| WMTWalmart Inc. | Stock | 18,138 | $202.1 萬 | 0.4% | +153+0.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,740 | $190.5 萬 | 0.4% | −121−1.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,099 | $190.4 萬 | 0.4% | +12+0.4% | 加碼 | – |
| VVisa Inc. | Stock | 5,317 | $186.5 萬 | 0.4% | +36+0.7% | 加碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 47,182 | $181.2 萬 | 0.4% | −3,500−6.9% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,345 | $176.8 萬 | 0.3% | −54−2.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,928 | $166.3 萬 | 0.3% | −44−2.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,186 | $159.6 萬 | 0.3% | +491+6.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $151.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,134 | $140.1 萬 | 0.3% | +305+5.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,771 | $140.0 萬 | 0.3% | −457−4.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 15,759 | $137.4 萬 | 0.3% | −4,745−23.1% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,948 | $121.6 萬 | 0.2% | +25+0.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,673 | $121.5 萬 | 0.2% | −700−11.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,861 | $121.3 萬 | 0.2% | −6−0.1% | 減碼 | 歷史 |
| ACTEnact Holdings, Inc. | COM | 29,768 | $118.0 萬 | 0.2% | +22+0.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,518 | $117.4 萬 | 0.2% | −452−3.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| MAMastercard Inc | Stock | 2,027 | $115.7 萬 | 0.2% | +34+1.7% | 加碼 | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,507 | $112.8 萬 | 0.2% | −19−0.5% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,687 | $112.7 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,181 | $103.4 萬 | 0.2% | −45−0.6% | 減碼依 2 比 1 拆股換算 | – |
| GDGeneral Dynamics Corp | Stock | 2,787 | $93.8 萬 | 0.2% | +40+1.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,421 | $93.0 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 7,722 | $92.9 萬 | 0.2% | +1,756+29.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,597 | $91.5 萬 | 0.2% | +39+2.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,305 | $75.6 萬 | 0.1% | −13−1.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,957 | $73.2 萬 | 0.1% | +600+9.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,104 | $73.2 萬 | 0.1% | +15+1.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,552 | $72.8 萬 | 0.1% | +45+1.8% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,023 | $71.5 萬 | 0.1% | +15+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,380 | $70.5 萬 | 0.1% | +14+0.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,437 | $69.5 萬 | 0.1% | −116−7.5% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 1,629 | $69.5 萬 | 0.1% | −190−10.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 12,608 | $69.3 萬 | 0.1% | +548+4.5% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,056 | $69.0 萬 | 0.1% | +86+8.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,094 | $68.6 萬 | 0.1% | −68−5.9% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,634 | $67.8 萬 | 0.1% | −45−1.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,393 | $67.6 萬 | 0.1% | +226+4.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,793 | $67.4 萬 | 0.1% | +267+7.6% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 4,647 | $67.3 萬 | 0.1% | −4,194−47.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,559 | $65.9 萬 | 0.1% | +693+8.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 735 | $64.6 萬 | 0.1% | +13+1.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,188 | $63.8 萬 | 0.1% | −14−0.3% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,496 | $61.5 萬 | 0.1% | +28+1.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,846 | $59.5 萬 | 0.1% | −282−6.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 2,392 | $57.7 萬 | 0.1% | +38+1.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,163 | $57.3 萬 | 0.1% | +89+4.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,129 | $57.2 萬 | 0.1% | −235−3.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,294 | $56.4 萬 | 0.1% | +165+5.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,849 | $55.6 萬 | 0.1% | −259−8.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,685 | $55.2 萬 | 0.1% | −224−11.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,037 | $54.2 萬 | 0.1% | +11+1.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 494 | $52.9 萬 | 0.1% | +5+1.0% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,740 | $52.8 萬 | 0.1% | −777−17.2% | 減碼 | – |
| ETNEaton Corp plc | Stock | 1,647 | $52.5 萬 | 0.1% | −3−0.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,539 | $51.6 萬 | 0.1% | +62+1.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,638 | $51.2 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,535 | $50.7 萬 | 0.1% | −7−0.5% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 149 | $50.5 萬 | 0.1% | −1−0.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,730 | $50.1 萬 | 0.1% | +38+1.4% | 加碼 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 461,664 | $49.1 萬 | 0.1% | +1,850+0.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,870 | $48.1 萬 | 0.1% | +21+1.1% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,946 | $47.1 萬 | 0.1% | −492−11.1% | 減碼依 2 比 1 拆股換算 | – |
| TXNTexas Instruments Inc | Stock | 2,674 | $46.4 萬 | 0.1% | −18−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,004 | $46.4 萬 | 0.1% | −305−13.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,242 | $45.9 萬 | 0.1% | +16+1.3% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,773 | $45.9 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 3,182 | $45.7 萬 | 0.1% | −25−0.8% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（15 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 1,111 | $30.3 萬 | 0.1% | 歷史 |
| FISVFiserv Inc | Stock | 2,280 | $29.4 萬 | 0.1% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 752 | $23.3 萬 | <0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,954 | $23.0 萬 | <0.1% | 歷史 |
| DHIHorton D R Inc | COM | 1,311 | $22.2 萬 | <0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 814 | $22.1 萬 | <0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,353 | $20.9 萬 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 547 | $20.2 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 409 | $20.2 萬 | <0.1% | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 13,253 | $17.0 萬 | <0.1% | 歷史 |
| CFFNCapitol Federal Financial, Inc. | COM | 17,325 | $11.0 萬 | <0.1% | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 20,000 | $10.6 萬 | <0.1% | 歷史 |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 16,726 | $6.97 萬 | <0.1% | 歷史 |
| EPMEvolution Petroleum Corp | COM | 11,822 | $5.70 萬 | <0.1% | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 14,001 | $2.42 萬 | <0.1% | 歷史 |