Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 198
- 較 2025 年第 4 季 +6
- 總值
- $4.90 億
- 較 2025 年第 4 季 −$1,692 萬 (−3.3%)
| 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 | 244,405 | $7,841 萬 | 16.0% | −11,222−4.4% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 317,799 | $2,877 萬 | 5.9% | −128,364−28.8% | 減碼 | – |
| AAPLApple Inc. | Stock | 107,858 | $2,737 萬 | 5.6% | −1,582−1.4% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 336,345 | $2,477 萬 | 5.1% | +23,176+7.4% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 328,953 | $2,309 萬 | 4.7% | −26,171−7.4% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 152,147 | $2,220 萬 | 4.5% | +56,223+58.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 44,392 | $1,939 萬 | 4.0% | −1,459−3.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 88,642 | $1,546 萬 | 3.2% | +2,234+2.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 35,984 | $1,534 萬 | 3.1% | −3,621−9.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 37,511 | $1,394 萬 | 2.8% | +331+0.9% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 193,560 | $1,350 萬 | 2.8% | +188,403+3,653.3% | 加碼 | – |
| ACNAccenture plc | Stock | 67,169 | $1,332 萬 | 2.7% | +10,917+19.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 83,436 | $1,188 萬 | 2.4% | −7,790−8.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 27,949 | $1,035 萬 | 2.1% | +1,092+4.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 48,154 | $1,003 萬 | 2.0% | +532+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 44,312 | $869.4 萬 | 1.8% | −1,340−2.9% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 166,029 | $836.3 萬 | 1.7% | +4,272+2.6% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 24,449 | $703.1 萬 | 1.4% | +432+1.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,999 | $585.2 萬 | 1.2% | −707−7.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,365 | $555.5 萬 | 1.1% | +1,227+6.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,906 | $522.6 萬 | 1.1% | +234+2.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,096 | $498.2 萬 | 1.0% | +788+5.1% | 加碼 | 歷史 |
| SRSpire Inc | COM | 38,853 | $351.8 萬 | 0.7% | −5,119−11.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,518 | $315.7 萬 | 0.6% | +177+3.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 135,723 | $281.7 萬 | 0.6% | +2,215+1.7% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 70,663 | $271.5 萬 | 0.6% | +9,551+15.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,875 | $264.5 萬 | 0.5% | +117+4.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 12,338 | $244.6 萬 | 0.5% | −1,673−11.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,489 | $229.8 萬 | 0.5% | +351+1.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,583 | $223.1 萬 | 0.5% | +232+3.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,409 | $222.7 萬 | 0.5% | +258+8.2% | 加碼 | – |
| DALDelta Air Lines, Inc. | COM NEW | 31,523 | $209.6 萬 | 0.4% | −5,811−15.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,306 | $207.4 萬 | 0.4% | −164−2.5% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 77,692 | $195.0 萬 | 0.4% | +431+0.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,690 | $190.7 萬 | 0.4% | −50−0.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,262 | $188.3 萬 | 0.4% | +163+5.3% | 加碼 | – |
| ACTEnact Holdings, Inc. | COM | 45,330 | $185.0 萬 | 0.4% | +15,562+52.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,844 | $183.7 萬 | 0.4% | −84−4.4% | 減碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 43,590 | $180.5 萬 | 0.4% | −3,592−7.6% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,322 | $162.0 萬 | 0.3% | −23−1.0% | 減碼 | – |
| VVisa Inc. | Stock | 5,213 | $157.6 萬 | 0.3% | −104−2.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,222 | $152.1 萬 | 0.3% | +361+6.2% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,287 | $140.6 萬 | 0.3% | +565+7.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,559 | $138.1 萬 | 0.3% | −212−2.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,330 | $137.7 萬 | 0.3% | +196+3.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 13,280 | $128.2 萬 | 0.3% | −2,479−15.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,760 | $122.7 萬 | 0.3% | +242+1.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,172 | $120.2 萬 | 0.2% | −14−0.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,872 | $119.5 萬 | 0.2% | +199+3.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,654 | $117.2 萬 | 0.2% | +57+3.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,043 | $114.7 萬 | 0.2% | +95+2.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,617 | $112.4 萬 | 0.2% | −70−1.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,070 | $103.4 萬 | 0.2% | +43+2.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,277 | $96.7 萬 | 0.2% | +96+1.3% | 加碼 | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 2,937 | $95.8 萬 | 0.2% | −570−16.3% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,421 | $94.5 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 4,533 | $93.8 萬 | 0.2% | +345+8.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,747 | $92.8 萬 | 0.2% | +195+7.6% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,699 | $92.6 萬 | 0.2% | −88−3.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,448 | $87.5 萬 | 0.2% | +11+0.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 997 | $87.0 萬 | 0.2% | −59−5.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,189 | $86.5 萬 | 0.2% | +232+3.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,325 | $71.0 萬 | 0.1% | +31+0.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 3,084 | $69.7 萬 | 0.1% | +235+8.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,822 | $68.5 萬 | 0.1% | +263+3.1% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,372 | $68.0 萬 | 0.1% | −257−15.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,269 | $67.5 萬 | 0.1% | +140+2.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 783 | $66.2 萬 | 0.1% | +48+6.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 13,509 | $65.9 萬 | 0.1% | +901+7.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,904 | $65.1 萬 | 0.1% | +34+1.8% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 9,408 | $64.1 萬 | 0.1% | +9,408 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,025 | $61.2 萬 | 0.1% | −69−6.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 1,692 | $59.5 萬 | 0.1% | +7+0.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,658 | $59.3 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,411 | $58.4 萬 | 0.1% | +31+1.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,452 | $57.9 萬 | 0.1% | +60+2.5% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,223 | $57.9 萬 | 0.1% | −273−10.9% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,923 | $57.4 萬 | 0.1% | +130+3.4% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,041 | $57.0 萬 | 0.1% | +18+0.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 2,794 | $53.9 萬 | 0.1% | +64+2.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,756 | $53.5 萬 | 0.1% | +82+3.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,067 | $53.5 萬 | 0.1% | +1,868+44.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,080 | $53.1 萬 | 0.1% | −225−17.2% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 4,672 | $52.1 萬 | 0.1% | +25+0.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,377 | $49.5 萬 | 0.1% | −469−12.2% | 減碼 | – |
| AZOAutoZone Inc | COM | 146 | $49.3 萬 | 0.1% | −3−2.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 864 | $48.7 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 10,985 | $48.5 萬 | 0.1% | −23−0.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 501 | $48.2 萬 | 0.1% | +7+1.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,977 | $48.0 萬 | 0.1% | −27−1.3% | 減碼 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 462,186 | $47.9 萬 | 0.1% | +522+0.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 4,221 | $47.9 萬 | 0.1% | +331+8.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 3,499 | $47.6 萬 | 0.1% | +37+1.1% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 11,164 | $47.5 萬 | 0.1% | +11,164 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 3,073 | $46.5 萬 | 0.1% | −667−17.8% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,742 | $46.1 萬 | 0.1% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 1,655 | $46.0 萬 | 0.1% | +17+1.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,762 | $45.9 萬 | 0.1% | +223+4.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,308 | $44.2 萬 | 0.1% | −117−8.2% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（15 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 1,947 | $30.0 萬 | 0.1% | 歷史 |
| APPAppLovin Corp | COM CL A | 405 | $27.3 萬 | 0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,260 | $21.5 萬 | <0.1% | 歷史 |
| CMAComerica Inc | COM | 2,449 | $21.3 萬 | <0.1% | 歷史 |
| ZMZoom Communications, Inc. | Stock | 2,467 | $21.3 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 719 | $21.3 萬 | <0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,147 | $21.1 萬 | <0.1% | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,623 | $21.1 萬 | <0.1% | – |
| PAYXPaychex Inc | Stock | 1,857 | $20.8 萬 | <0.1% | 歷史 |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,256 | $20.7 萬 | <0.1% | – |
| PRUPrudential Financial Inc | Stock | 1,821 | $20.6 萬 | <0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,277 | $20.4 萬 | <0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 2,572 | $20.3 萬 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,562 | $20.0 萬 | <0.1% | 歷史 |
| ORGOOrganogenesis Holdings Inc. | COM | 14,165 | $7.34 萬 | <0.1% | 歷史 |