Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 221
- 較 2026 年第 1 季 +23
- 總值
- $5.40 億
- 較 2026 年第 1 季 +$4,981 萬 (+10.2%)
| 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 | 246,181 | $9,110 萬 | 16.9% | +1,776+0.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 108,166 | $3,130 萬 | 5.8% | +308+0.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 322,722 | $3,117 萬 | 5.8% | +4,923+1.5% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 334,542 | $2,535 萬 | 4.7% | +5,589+1.7% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 153,565 | $2,337 萬 | 4.3% | +1,418+0.9% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 263,714 | $2,272 萬 | 4.2% | −2,638−1.0% | 減碼依 6 比 1 拆股換算 | – |
| NVDANVIDIA Corp | Stock | 90,648 | $1,814 萬 | 3.4% | +2,006+2.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 144,292 | $1,792 萬 | 3.3% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 201,722 | $1,671 萬 | 3.1% | +8,162+4.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 37,805 | $1,590 萬 | 2.9% | +294+0.8% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 209,469 | $1,538 萬 | 2.8% | −126,876−37.7% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 79,574 | $1,307 萬 | 2.4% | −3,862−4.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 49,094 | $1,170 萬 | 2.2% | +940+2.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 28,225 | $1,053 萬 | 1.9% | +276+1.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 43,866 | $956.0 萬 | 1.8% | −446−1.0% | 減碼 | – |
| ACNAccenture plc | Stock | 74,187 | $923.2 萬 | 1.7% | +7,018+10.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,545 | $841.4 萬 | 1.6% | −904−3.7% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 165,665 | $836.4 萬 | 1.5% | −364−0.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 18,456 | $652.1 萬 | 1.2% | −909−4.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 16,174 | $611.0 萬 | 1.1% | +78+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,739 | $487.3 萬 | 0.9% | −1,167−10.7% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,043 | $451.3 萬 | 0.8% | −2,956−32.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,995 | $359.2 萬 | 0.7% | +120+4.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,938 | $344.9 萬 | 0.6% | +66+1.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 140,275 | $337.3 萬 | 0.6% | +4,552+3.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,748 | $317.2 萬 | 0.6% | +10.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,486 | $309.0 萬 | 0.6% | −32−0.6% | 減碼 | 歷史 |
| SRSpire Inc | COM | 33,001 | $257.7 萬 | 0.5% | −5,852−15.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 11,771 | $257.1 萬 | 0.5% | −567−4.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,828 | $256.2 萬 | 0.5% | +245+3.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,254 | $243.7 萬 | 0.5% | −155−4.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,166 | $233.2 萬 | 0.4% | −96−2.9% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,563 | $227.2 萬 | 0.4% | −127−1.7% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 66,277 | $220.6 萬 | 0.4% | −4,386−6.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 6,249 | $220.4 萬 | 0.4% | −57−0.9% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 75,700 | $219.2 萬 | 0.4% | −1,992−2.6% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 18,107 | $216.4 萬 | 0.4% | −469−2.5% | 減碼依 8 比 1 拆股換算 | – |
| WMTWalmart Inc. | Stock | 18,800 | $212.9 萬 | 0.4% | +311+1.7% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 20,560 | $196.8 萬 | 0.4% | +7,280+54.8% | 加碼 | 歷史 |
| UBSIUnited Bankshares Inc | COM | 40,645 | $186.3 萬 | 0.3% | −2,945−6.8% | 減碼 | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 2,937 | $183.2 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 5,336 | $183.1 萬 | 0.3% | +123+2.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,913 | $179.0 萬 | 0.3% | +69+3.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,672 | $178.1 萬 | 0.3% | +18+1.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 12,498 | $174.5 萬 | 0.3% | +1,513+13.8% | 加碼 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 18,042 | $169.0 萬 | 0.3% | −13,481−42.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,538 | $164.5 萬 | 0.3% | +208+3.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,475 | $164.4 萬 | 0.3% | +253+4.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,064 | $151.9 萬 | 0.3% | +21+0.5% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $149.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,068 | $147.6 萬 | 0.3% | +509+5.3% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,002 | $144.7 萬 | 0.3% | +98+5.1% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 635 | $144.4 萬 | 0.3% | +18+2.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,331 | $144.3 萬 | 0.3% | +6+0.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,100 | $129.2 萬 | 0.2% | +103+10.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,717 | $113.1 萬 | 0.2% | −455−5.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,831 | $111.1 萬 | 0.2% | −1,446−19.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 9,031 | $106.1 萬 | 0.2% | +209+2.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,042 | $104.9 萬 | 0.2% | −28−1.4% | 減碼 | 歷史 |
| ACTEnact Holdings, Inc. | COM | 22,340 | $102.1 萬 | 0.2% | −22,990−50.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,297 | $93.8 萬 | 0.2% | +108+1.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 3,569 | $91.2 萬 | 0.2% | +70+2.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 12,620 | $90.1 萬 | 0.2% | −140−1.1% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,258 | $88.1 萬 | 0.2% | −359−9.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,404 | $85.2 萬 | 0.2% | −295−10.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,853 | $85.0 萬 | 0.2% | +97+3.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 838 | $84.8 萬 | 0.2% | +55+7.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,883 | $80.9 萬 | 0.1% | +350+7.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,327 | $80.7 萬 | 0.1% | −1,094−24.7% | 減碼 | – |
| BACBank of America Corp | Stock | 14,073 | $80.2 萬 | 0.1% | +564+4.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,507 | $78.2 萬 | 0.1% | +135+9.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,513 | $77.1 萬 | 0.1% | +65+4.5% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,063 | $73.0 萬 | 0.1% | +38+3.7% | 加碼 | – |
| ETNEaton Corp plc | Stock | 1,661 | $70.8 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,280 | $68.8 萬 | 0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,620 | $67.3 萬 | 0.1% | +285+21.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,359 | $66.3 萬 | 0.1% | −52−2.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,351 | $64.5 萬 | 0.1% | +82+1.1% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 4,567 | $63.9 萬 | 0.1% | +346+8.2% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,697 | $63.7 萬 | 0.1% | +42+2.5% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 2,136 | $63.6 萬 | 0.1% | +2,136 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,729 | $62.6 萬 | 0.1% | +37+2.2% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 783 | $59.8 萬 | 0.1% | −85−9.8% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,137 | $57.8 萬 | 0.1% | −86−3.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,104 | $57.2 萬 | 0.1% | +127+6.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 3,002 | $57.0 萬 | 0.1% | +208+7.4% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 5,848 | $56.2 萬 | 0.1% | +101+1.8% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 4,719 | $55.8 萬 | 0.1% | +47+1.0% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 11,112 | $54.8 萬 | 0.1% | −52−0.5% | 減碼 | – |
| DEDeere & Co | Stock | 861 | $54.6 萬 | 0.1% | −3−0.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,065 | $53.4 萬 | 0.1% | −15−1.4% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 9,967 | $53.3 萬 | 0.1% | +559+5.9% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 824 | $52.6 萬 | 0.1% | −242−22.7% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 6,898 | $52.1 萬 | 0.1% | +831+13.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,265 | $49.9 萬 | 0.1% | −187−7.6% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,005 | $49.8 萬 | 0.1% | −36−1.8% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 4,742 | $49.3 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,084 | $48.9 萬 | 0.1% | −293−8.7% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,697 | $48.8 萬 | 0.1% | +132+5.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 505 | $48.6 萬 | 0.1% | +4+0.8% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 8,287 | $140.6 萬 | 0.3% | 歷史 |
| HONHoneywell International Inc | COM | 3,084 | $69.7 萬 | 0.1% | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 630 | $23.9 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 8,209 | $23.6 萬 | <0.1% | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 1,749 | $22.7 萬 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,437 | $22.6 萬 | <0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 472 | $22.3 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 690 | $22.1 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,067 | $21.6 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L670 | CRE SLCT BD FD | 9,640 | $21.4 萬 | <0.1% | – |
| UBERUber Technologies, Inc | Stock | 2,806 | $20.2 萬 | <0.1% | 歷史 |