13F 机构持仓

Regal Investment Advisors LLC

KENTWOOD MI · SEC CIK 0001559789

2026Q22026Q1 更早 9 个季度 🔒
$19.25亿2026Q2 申报市值
647持仓数
21.3%前十大占比 · 第一大 6.6%
44 / 51新建仓 / 清仓
申报市值走势$19.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 6.6%
QQQ 2.2%
AAPL 1.9%
SPY 1.9%
IUSB 1.7%
SCHD 1.5%
LQD 1.4%
NVDA 1.4%
FTCS 1.4%
VUG 1.4%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$2,511.76万
IUSB 加仓+$951.63万
CORO 新建仓+$727.43万
IALT 新建仓+$538.70万
GGOV 新建仓+$432.35万

2026Q2 卖出最多 按季末市值估算

EFV 减仓-$797.47万
QUAL 减仓-$734.97万
IEMG 减仓-$564.26万
IAGG 清仓-$489.94万
PROSHARES TR II 减仓-$455.78万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IAGG ISHARES TR $00.00%0 -97,909-100.0% -$489.94万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -4,274-100.0% -$120.13万 清仓
IGE ISHARES TR $00.00%0 -16,635-100.0% -$104.70万 清仓
SCHQ SCHWAB STRATEGIC TR $00.00%0 -21,400-100.0% -$67.26万 清仓
RING ISHARES INC $00.00%0 -8,309-100.0% -$65.62万 清仓
CVSB MORGAN STANLEY ETF TRUST $00.00%0 -12,258-100.0% -$62.03万 清仓
PSMT PRICESMART INC $00.00%0 -3,413-100.0% -$51.37万 清仓
WDAY WORKDAY INC $00.00%0 -3,152-100.0% -$40.95万 清仓
DOW DOW HLDGS INC $00.00%0 -7,660-100.0% -$31.90万 清仓
ITA ISHARES TR $00.00%0 -1,384-100.0% -$30.28万 清仓
IGF ISHARES TR $00.00%0 -4,123-100.0% -$27.62万 清仓
IEI ISHARES TR $00.00%0 -2,322-100.0% -$27.53万 清仓
FNDE SCHWAB STRATEGIC TR $00.00%0 -7,001-100.0% -$26.79万 清仓
FNDA SCHWAB STRATEGIC TR $00.00%0 -8,216-100.0% -$26.64万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -3,679-100.0% -$26.35万 清仓
HSY HERSHEY CO $00.00%0 -1,245-100.0% -$25.87万 清仓
ICVT ISHARES TR $00.00%0 -2,523-100.0% -$25.69万 清仓
GIS GENERAL MILLS INC $00.00%0 -6,860-100.0% -$25.53万 清仓
ADBE ADOBE INC $00.00%0 -1,044-100.0% -$25.38万 清仓
HESM HESS MIDSTREAM LP $00.00%0 -6,449-100.0% -$25.07万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -2,573-100.0% -$24.18万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -1,915-100.0% -$24.03万 清仓
LIN LINDE PLC $00.00%0 -482-100.0% -$23.89万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -550-100.0% -$23.88万 清仓
IEV ISHARES TR $00.00%0 -3,415-100.0% -$23.20万 清仓
SCHA SCHWAB STRATEGIC TR $00.00%0 -7,897-100.0% -$22.96万 清仓
DFEB FIRST TR EXCHNG TRADED FD VI $00.00%0 -4,825-100.0% -$22.86万 清仓
PPLT ABRDN PLATINUM ETF TRUST $00.00%0 -12,810-100.0% -$22.83万 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -1,731-100.0% -$22.67万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,146-100.0% -$22.60万 清仓
PGR PROGRESSIVE CORP $00.00%0 -1,136-100.0% -$22.52万 清仓
IBTG ISHARES TR $00.00%0 -9,730-100.0% -$22.30万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -1,409-100.0% -$22.27万 清仓
IVOV VANGUARD ADMIRAL FDS INC $00.00%0 -2,178-100.0% -$22.20万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -1,287-100.0% -$22.20万 清仓
VIGI VANGUARD WHITEHALL FDS $00.00%0 -2,497-100.0% -$22.09万 清仓
CRM SALESFORCE INC $00.00%0 -1,177-100.0% -$21.97万 清仓
CSX CSX CORP $00.00%0 -5,351-100.0% -$21.97万 清仓
GILD GILEAD SCIENCES INC $00.00%0 -1,573-100.0% -$21.93万 清仓
CTVA CORTEVA INC $00.00%0 -2,555-100.0% -$21.39万 清仓
AB ALLIANCEBERNSTEIN HLDG L P $00.00%0 -5,685-100.0% -$21.28万 清仓
TTE TOTALENERGIES SE $00.00%0 -2,309-100.0% -$21.01万 清仓
ENB ENBRIDGE INC $00.00%0 -3,880-100.0% -$21.01万 清仓
IAK ISHARES TR $00.00%0 -1,623-100.0% -$20.83万 清仓
MCK MCKESSON CORP $00.00%0 -237-100.0% -$20.51万 清仓
WES WESTERN MIDSTREAM PARTNERS L $00.00%0 -4,951-100.0% -$20.38万 清仓
OUSM ALPS ETF TR $00.00%0 -4,648-100.0% -$20.33万 清仓
VFH VANGUARD WORLD FD $00.00%0 -1,672-100.0% -$20.20万 清仓
— ASSERTIO HOLDINGS INC $00.00%0 -203,000-100.0% -$19.57万 清仓
— NUVEEN NEW JERSEY $00.00%0 -12,892-100.0% -$15.86万 清仓
BLZE BACKBLAZE INC $00.00%0 -16,686-100.0% -$5.76万 清仓
PSEC PROSPECT CAP CORP $4.68万0.00%20,266 -522-2.5% -$1,206 减仓
VSTM VERASTEM INC $5.38万0.00%14,071 14,071— $5.38万 新建仓
TSI TCW STRATEGIC INCOME FD INC $6.02万0.00%13,350 00.0% — 不变
ACHR ARCHER AVIATION INC $6.43万0.00%13,590 1511.1% $714 加仓
AIOT POWERFLEET INC $8.28万0.00%21,618 -4,847-18.3% -$1.86万 减仓
EVLV EVOLV TECHNOLOGIES HLDNGS IN $8.59万0.00%14,808 14,808— $8.59万 新建仓
— PUTNAM MANAGED MUN INCOME TR $8.90万0.00%13,606 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP $10.24万0.01%14,100 1,1008.5% $7,986 加仓
ELVA ELECTROVAYA INC $13.01万0.01%12,387 -2,385-16.1% -$2.50万 减仓
GENI GENIUS SPORTS LIMITED $13.13万0.01%21,660 2,83915.1% $1.72万 加仓
ONDS ONDAS INC $14.17万0.01%17,200 -900-5.0% -$7,416 减仓
LAND GLADSTONE LD CORP $14.86万0.01%17,419 17,419— $14.86万 新建仓
FTMS PUTNAM ETF TRUST $14.92万0.01%15,000 00.0% — 不变
NEWT NEWTEKONE INC $15.11万0.01%10,203 00.0% — 不变
LUCK LUCKY STRIKE ENTERTAINMENT C $16.21万0.01%21,676 -3,418-13.6% -$2.56万 减仓
ETW EATON VANCE TAX-MANAGED GLOB $16.63万0.01%17,250 00.0% — 不变
PCN PIMCO CORPORATE & INCM STRG $16.76万0.01%14,029 1,34310.6% $1.60万 加仓
WU WESTERN UN CO $17.35万0.01%22,537 -1,250-5.3% -$9,625 减仓
YYY AMPLIFY ETF TR $19.20万0.01%16,652 -429-2.5% -$4,946 减仓
— GRAYSCALE ETHEREUM STAKING E $19.79万0.01%15,506 2,77621.8% $3.54万 加仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $20.15万0.01%19,067 19,067— $20.15万 新建仓
— HORIZON TECHNOLOGY FIN CORP $20.60万0.01%43,553 00.0% — 不变
ET ENERGY TRANSFER L P $20.99万0.01%10,977 -1,285-10.5% -$2.46万 减仓
ICLN ISHARES TR $21.47万0.01%10,477 10,477— $21.47万 新建仓
— BLACKROCK MUNIYIELD MICH QU $21.56万0.01%17,568 1891.1% $2,319 加仓
— PROSHARES TR II $21.92万0.01%15,276 -317,618-95.4% -$455.78万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $22.04万0.01%11,237 250.2% $490 加仓
— BLACKROCK MUNIHLDGS NJ QLTY $22.51万0.01%18,283 2,87718.7% $3.54万 加仓
TIPX SPDR SERIES TRUST $23.25万0.01%12,280 400.3% $757 加仓
— STRATEGY SHS $24.11万0.01%10,553 -286-2.6% -$6,533 减仓
PDI PIMCO DYNAMIC INCOME FD $24.14万0.01%14,455 1,1208.4% $1.87万 加仓
ARCO ARCOS DORADOS HLDGS INC $24.31万0.01%30,163 7502.5% $6,045 加仓
CLF CLEVELAND-CLIFFS INC NEW $24.56万0.01%26,157 -9,100-25.8% -$8.54万 减仓
— TIDAL TRUST II $25.03万0.01%8,769 00.0% — 不变
LCTD BLACKROCK ETF TRUST $25.08万0.01%4,350 1894.5% $1.09万 加仓
— EXCHANGE TRADED CONCEPTS TRU $25.09万0.01%6,727 6,727— $25.09万 新建仓
TPHD TIMOTHY PLAN $25.11万0.01%5,939 -1,173-16.5% -$4.96万 减仓
IYE ISHARES TR $25.17万0.01%4,447 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $25.18万0.01%3,056 1645.7% $1.35万 加仓
FYLD CAMBRIA ETF TR $25.27万0.01%6,925 00.0% — 不变
HUBS HUBSPOT INC $25.41万0.01%1,392 -171-10.9% -$3.12万 减仓
PDX PIMCO DYNAMIC INCOME STRATEG $25.41万0.01%12,206 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG $25.58万0.01%4,247 -15-0.4% -$903 减仓
FLBL FRANKLIN TEMPLETON ETF TR $25.89万0.01%11,296 2612.4% $5,982 加仓
ALLW SSGA ACTIVE TR $26.30万0.01%8,985 98012.2% $2.87万 加仓
ILCG ISHARES TR $26.31万0.01%2,248 2,248— $26.31万 新建仓
UNF UNIFIRST CORP MASS $26.45万0.01%1,000 00.0% — 不变
EXC EXELON CORP $26.45万0.01%5,673 520.9% $2,424 加仓
TROW PRICE T ROWE GROUP INC $26.66万0.01%2,345 140.6% $1,592 加仓