Regal Investment Advisors LLC
KENTWOOD MI · SEC CIK 0001559789
$17.32亿2026Q1 申报市值
653持仓数
19.1%前十大占比 · 第一大 5.1%
89 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EFG 加仓+$829.57万
IVV 加仓+$721.93万
GOVT 加仓+$586.11万
IDEF 新建仓+$573.36万
BLCR 新建仓+$557.98万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,236.38万
MU 减仓-$417.51万
ITA 减仓-$347.65万
IAU 减仓-$287.86万
DYNF 减仓-$242.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $24.18万 | 0.01% | 2,573 | 2,573 | — | $24.18万 | 新建仓 |
| IUSG | ISHARES TR | $24.23万 | 0.01% | 1,562 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $24.27万 | 0.01% | 29,413 | 9,381 | 46.8% | $7.74万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $24.33万 | 0.01% | 14,127 | 14,127 | — | $24.33万 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $24.46万 | 0.01% | 4,095 | 4,095 | — | $24.46万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.65万 | 0.01% | 4,440 | -981 | -18.1% | -$5.45万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $25.07万 | 0.01% | 6,449 | 6,449 | — | $25.07万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $25.10万 | 0.01% | 4,186 | 4,186 | — | $25.10万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $25.16万 | 0.01% | 1,000 | 1,000 | — | $25.16万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $25.35万 | 0.01% | 7,262 | 1 | 0.0% | $35 | 加仓 |
| ADBE | ADOBE INC | $25.38万 | 0.01% | 1,044 | -1,518 | -59.3% | -$36.90万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $25.38万 | 0.01% | 11,035 | -3,853 | -25.9% | -$8.86万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.41万 | 0.01% | 10,943 | 10,943 | — | $25.41万 | 新建仓 |
| GIS | GENERAL MILLS INC | $25.53万 | 0.01% | 6,860 | -353 | -4.9% | -$1.31万 | 减仓 |
| ICVT | ISHARES TR | $25.69万 | 0.01% | 2,523 | -2,892 | -53.4% | -$29.44万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $25.86万 | 0.01% | 6,925 | -786 | -10.2% | -$2.93万 | 减仓 |
| HSY | HERSHEY CO | $25.87万 | 0.01% | 1,245 | 1,245 | — | $25.87万 | 新建仓 |
| IBB | ISHARES TR | $25.89万 | 0.01% | 1,533 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $26.30万 | 0.02% | 8,769 | -147 | -1.6% | -$4,409 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $26.35万 | 0.02% | 3,679 | -1,799 | -32.8% | -$12.88万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $26.64万 | 0.02% | 8,216 | -79 | -1.0% | -$2,562 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $26.71万 | 0.02% | 3,723 | 3,723 | — | $26.71万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $26.79万 | 0.02% | 7,001 | 7,001 | — | $26.79万 | 新建仓 |
| ACWX | ISHARES TR | $26.80万 | 0.02% | 3,914 | 3,914 | — | $26.80万 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $26.93万 | 0.02% | 12,206 | -683 | -5.3% | -$1.51万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.98万 | 0.02% | 3,593 | 3,593 | — | $26.98万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $27.15万 | 0.02% | 4,559 | -660 | -12.6% | -$3.93万 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $27.20万 | 0.02% | 58,883 | -8,351 | -12.4% | -$3.86万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $27.28万 | 0.02% | 5,319 | -1,389 | -20.7% | -$7.12万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.36万 | 0.02% | 3,036 | -178 | -5.5% | -$1.60万 | 减仓 |
| USFD | US FOODS HLDG CORP | $27.37万 | 0.02% | 2,969 | 2,969 | — | $27.37万 | 新建仓 |
| IEI | ISHARES TR | $27.53万 | 0.02% | 2,322 | -4,425 | -65.6% | -$52.47万 | 减仓 |
| EXC | EXELON CORP | $27.56万 | 0.02% | 5,621 | 5,621 | — | $27.56万 | 新建仓 |
| IGF | ISHARES TR | $27.62万 | 0.02% | 4,123 | -196 | -4.5% | -$1.31万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $27.69万 | 0.02% | 3,962 | 3,962 | — | $27.69万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $27.76万 | 0.02% | 5,479 | -92 | -1.7% | -$4,661 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $27.83万 | 0.02% | 3,518 | 305 | 9.5% | $2.41万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $27.93万 | 0.02% | 1,531 | -143 | -8.5% | -$2.61万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.08万 | 0.02% | 6,934 | 157 | 2.3% | $6,357 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.12万 | 0.02% | 17,968 | -6 | -0.0% | -$94 | 减仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $28.16万 | 0.02% | 5,360 | 5,360 | — | $28.16万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $28.24万 | 0.02% | 13,826 | 13,826 | — | $28.24万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $28.49万 | 0.02% | 13,469 | 3,044 | 29.2% | $6.44万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $28.64万 | 0.02% | 14,667 | -13,511 | -47.9% | -$26.39万 | 减仓 |
| IYE | ISHARES TR | $28.81万 | 0.02% | 4,447 | 4,447 | — | $28.81万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $28.97万 | 0.02% | 3,399 | 92 | 2.8% | $7,840 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $29.06万 | 0.02% | 2,004 | -2,913 | -59.2% | -$42.25万 | 重新持有 |
| FHLC | FIDELITY COVINGTON TRUST | $29.20万 | 0.02% | 4,150 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $29.21万 | 0.02% | 1,301 | 76 | 6.2% | $1.71万 | 加仓 |
| TPHD | TIMOTHY PLAN | $29.42万 | 0.02% | 7,112 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $29.54万 | 0.02% | 10,549 | 0 | 0.0% | — | 不变 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $29.71万 | 0.02% | 9,995 | 9,995 | — | $29.71万 | 新建仓 |
| THYF | T ROWE PRICE ETF INC | $29.76万 | 0.02% | 5,834 | 227 | 4.0% | $1.16万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $29.76万 | 0.02% | 2,234 | 2,234 | — | $29.76万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $29.79万 | 0.02% | 35,257 | 8,837 | 33.4% | $7.47万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $29.83万 | 0.02% | 4,157 | 31 | 0.8% | $2,225 | 加仓 |
| ITA | ISHARES TR | $30.28万 | 0.02% | 1,384 | -15,891 | -92.0% | -$347.65万 | 减仓 |
| QYLD | GLOBAL X FDS | $30.65万 | 0.02% | 17,874 | 3,296 | 22.6% | $5.65万 | 加仓 |
| — | ARROW ETF TR | $30.67万 | 0.02% | 22,303 | -1,360 | -5.7% | -$1.87万 | 减仓 |
| HYS | PIMCO ETF TR | $30.70万 | 0.02% | 3,292 | 3,292 | — | $30.70万 | 新建仓 |
| SYK | STRYKER CORPORATION | $31.05万 | 0.02% | 945 | 66 | 7.5% | $2.17万 | 加仓 |
| WTV | WISDOMTREE TR | $31.08万 | 0.02% | 3,281 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $31.60万 | 0.02% | 2,284 | -556 | -19.6% | -$7.69万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $31.65万 | 0.02% | 4,871 | 4,871 | — | $31.65万 | 新建仓 |
| DOW | DOW HLDGS INC | $31.90万 | 0.02% | 7,660 | 7,660 | — | $31.90万 | 新建仓 |
| DTE | DTE ENERGY CO | $32.47万 | 0.02% | 2,220 | -98 | -4.2% | -$1.43万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $32.66万 | 0.02% | 2,489 | -86 | -3.3% | -$1.13万 | 减仓 |
| VLO | VALERO ENERGY CORP | $32.68万 | 0.02% | 1,322 | 1,322 | — | $32.68万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $32.69万 | 0.02% | 7,684 | 275 | 3.7% | $1.17万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $33.54万 | 0.02% | 7,694 | 526 | 7.3% | $2.29万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $33.70万 | 0.02% | 3,937 | -2,198 | -35.8% | -$18.82万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.81万 | 0.02% | 2,311 | -422 | -15.4% | -$6.17万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $33.84万 | 0.02% | 16,582 | 1,282 | 8.4% | $2.62万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $34.03万 | 0.02% | 27,939 | 8,322 | 42.4% | $10.14万 | 加仓 |
| ASML | ASML HLDG NV | $34.15万 | 0.02% | 259 | -27 | -9.4% | -$3.56万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.32万 | 0.02% | 4,329 | -286 | -6.2% | -$2.27万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $34.43万 | 0.02% | 12,235 | 545 | 4.7% | $1.53万 | 加仓 |
| IWS | ISHARES TR | $34.44万 | 0.02% | 2,363 | 272 | 13.0% | $3.96万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $34.48万 | 0.02% | 6,821 | -3,028 | -30.7% | -$15.31万 | 减仓 |
| IYF | ISHARES TR | $34.59万 | 0.02% | 2,940 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $34.60万 | 0.02% | 7,214 | -400 | -5.3% | -$1.92万 | 减仓 |
| AOR | ISHARES TR | $34.63万 | 0.02% | 5,382 | -809 | -13.1% | -$5.21万 | 减仓 |
| TPLC | TIMOTHY PLAN | $34.95万 | 0.02% | 7,526 | 211 | 2.9% | $9,799 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.16万 | 0.02% | 28,042 | -3,412 | -10.8% | -$4.28万 | 减仓 |
| OKLO | OKLO INC | $35.31万 | 0.02% | 7,120 | 7,120 | — | $35.31万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $35.51万 | 0.02% | 9,200 | -310 | -3.3% | -$1.20万 | 减仓 |
| CVS | CVS HEALTH CORP | $35.52万 | 0.02% | 4,946 | -930 | -15.8% | -$6.68万 | 减仓 |
| COKE | COCA COLA CONS INC | $35.53万 | 0.02% | 1,853 | 112 | 6.4% | $2.15万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $35.87万 | 0.02% | 5,025 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $35.91万 | 0.02% | 9,450 | -578 | -5.8% | -$2.20万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $35.94万 | 0.02% | 11,383 | 11,383 | — | $35.94万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $36.10万 | 0.02% | 2,474 | -96 | -3.7% | -$1.40万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $36.45万 | 0.02% | 12,592 | 324 | 2.6% | $9,380 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $36.80万 | 0.02% | 9,894 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $37.62万 | 0.02% | 4,491 | 838 | 22.9% | $7.02万 | 加仓 |
| IDOG | ALPS ETF TR | $37.88万 | 0.02% | 9,095 | -511 | -5.3% | -$2.13万 | 减仓 |
| HUBS | HUBSPOT INC | $38.15万 | 0.02% | 1,563 | 259 | 19.9% | $6.32万 | 加仓 |
| CI | THE CIGNA GROUP | $38.76万 | 0.02% | 1,453 | 21 | 1.5% | $5,602 | 加仓 |
| MINT | PIMCO ETF TR | $38.79万 | 0.02% | 3,857 | -615 | -13.8% | -$6.19万 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $38.80万 | 0.02% | 14,515 | 14,515 | — | $38.80万 | 新建仓 |