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
IWR ISHARES TR $26.69万0.01%2,420 1597.0% $1.75万 加仓
DFTX DEFINIUM THERAPEUTICS INC $26.86万0.01%5,709 5,709— $26.86万 新建仓
GEM GOLDMAN SACHS ETF TR $27.11万0.01%5,213 -228-4.2% -$1.19万 减仓
PLTR PALANTIR TECHNOLOGIES INC $27.35万0.01%2,344 331.4% $3,850 加仓
DJD INVESCO EXCHANGE TRADED FD T $27.39万0.01%4,322 2275.5% $1.44万 加仓
FIVA FIDELITY COVINGTON TRUST $27.43万0.01%7,122 7,122— $27.43万 新建仓
IDGT ISHARES TR $27.48万0.01%2,295 2,295— $27.48万 新建仓
VLO VALERO ENERGY CORP $27.54万0.01%1,057 -265-20.0% -$6.90万 减仓
SPCX SPACE EXPLORATION TECHN CORP $27.77万0.01%1,625 1,625— $27.77万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $27.86万0.01%4,724 1653.6% $9,732 加仓
SOLS SOLSTICE ADVANCED MATLS INC $27.93万0.01%3,152 270.9% $2,392 加仓
FMB FIRST TR EXCH TRADED FD III $28.19万0.01%5,488 90.2% $462 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $28.27万0.01%13,882 560.4% $1,140 加仓
FENY FIDELITY COVINGTON TRUST $28.29万0.01%9,572 9,572— $28.29万 新建仓
MMT ABERDEEN MULTI-MARKET INCOME $28.33万0.01%64,383 5,5009.3% $2.42万 加仓
EVIM MORGAN STANLEY ETF TRUST $28.55万0.01%5,360 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $28.60万0.01%7,134 -128-1.8% -$5,131 减仓
HBAN HUNTINGTON BANCSHARES INC $28.62万0.01%16,144 -1,824-10.2% -$3.23万 减仓
SNDK SANDISK CORP $28.65万0.01%126 126— $28.65万 新建仓
— FIRST TR EXCHNG TRADED FD VI $28.65万0.01%6,704 -230-3.3% -$9,829 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $28.72万0.01%14,711 440.3% $859 加仓
— FLEXIBLE SOLUTIONS INTL INC $28.76万0.01%43,185 00.0% — 不变
FFLC FIDELITY COVINGTON TRUST $29.01万0.02%4,925 -394-7.4% -$2.32万 减仓
VDC VANGUARD WORLD FD $29.05万0.02%1,289 -12-0.9% -$2,705 减仓
SMR NUSCALE PWR CORP $29.12万0.02%29,031 9,50948.7% $9.54万 加仓
WPM WHEATON PRECIOUS METALS CORP $29.12万0.02%2,592 -1,272-32.9% -$14.29万 减仓
IBB ISHARES TR $29.16万0.02%1,533 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $29.26万0.02%12,649 1,70615.6% $3.95万 加仓
CFG CITIZENS FINL GROUP INC $29.37万0.02%4,191 50.1% $350 加仓
IUSG ISHARES TR $29.38万0.02%1,562 00.0% — 不变
DAL DELTA AIR LINES INC $29.42万0.02%3,141 -119-3.7% -$1.11万 减仓
FDMO FIDELITY COVINGTON TRUST $29.47万0.02%2,990 2,990— $29.47万 新建仓
NLY ANNALY CAPITAL MANAGEMENT IN $30.15万0.02%13,486 170.1% $380 加仓
DBC INVESCO DB COMMDY INDX TRCK $30.45万0.02%11,421 -1,171-9.3% -$3.12万 减仓
USFD US FOODS HLDG CORP $30.48万0.02%2,981 120.4% $1,227 加仓
HYS PIMCO ETF TR $30.68万0.02%3,281 -11-0.3% -$1,029 减仓
NOC NORTHROP GRUMMAN CORP $30.80万0.02%605 605— $30.80万 新建仓
KBWB INVESCO EXCH TRADED FD TR II $30.89万0.02%3,322 -196-5.6% -$1.82万 减仓
THYF T ROWE PRICE EXCHANGE-TRADED $30.89万0.02%5,990 1562.7% $8,045 加仓
CL COLGATE PALMOLIVE CO $30.96万0.02%3,377 -22-0.6% -$2,017 减仓
AOR ISHARES TR $30.98万0.02%4,457 -925-17.2% -$6.43万 减仓
QYLD GLOBAL X FDS $31.02万0.02%16,833 -1,041-5.8% -$1.92万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $31.13万0.02%4,611 -260-5.3% -$1.76万 减仓
VFMV VANGUARD WELLINGTON FD $31.13万0.02%2,234 00.0% — 不变
TPLC TIMOTHY PLAN $31.23万0.02%6,202 -1,324-17.6% -$6.67万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $31.35万0.02%10,549 00.0% — 不变
ESGD ISHARES TR $31.48万0.02%3,062 -1,280-29.5% -$13.16万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $31.58万0.02%5,138 69815.7% $4.29万 加仓
VEU VANGUARD INTL EQUITY INDEX F $31.63万0.02%3,777 1845.1% $1.54万 加仓
LNT ALLIANT ENERGY CORP $31.79万0.02%4,167 100.2% $763 加仓
VCSH VANGUARD SCOTTSDALE FDS $31.80万0.02%4,024 -305-7.0% -$2.41万 减仓
BKLN INVESCO EXCH TRADED FD TR II $31.80万0.02%15,612 -970-5.8% -$1.98万 减仓
FNDX SCHWAB STRATEGIC TR $31.91万0.02%10,259 -8,916-46.5% -$27.73万 减仓
WTV WISDOMTREE TR $32.02万0.02%3,148 -133-4.1% -$1.35万 减仓
FHLC FIDELITY COVINGTON TRUST $32.06万0.02%4,150 00.0% — 不变
BOTZ GLOBAL X FDS $32.93万0.02%8,678 8,678— $32.93万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $32.96万0.02%7,557 -137-1.8% -$5,975 减仓
JAVA J P MORGAN EXCHANGE TRADED F $33.24万0.02%4,186 46312.4% $3.68万 加仓
EAGG ISHARES TR $33.59万0.02%7,084 2,52655.4% $11.98万 加仓
PKW INVESCO EXCHANGE TRADED FD T $33.64万0.02%2,375 -114-4.6% -$1.61万 减仓
QBTS D-WAVE QUANTUM INC $33.83万0.02%14,100 3,70835.7% $8.90万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $33.90万0.02%1,992 -12-0.6% -$2,042 减仓
— WISDOMTREE TR $33.90万0.02%9,359 9,359— $33.90万 新建仓
HYGH ISHARES U S ETF TR $34.68万0.02%4,004 671.7% $5,802 加仓
DTE DTE ENERGY CO $34.76万0.02%2,281 612.7% $9,295 加仓
SUSC ISHARES TR $35.00万0.02%15,119 -5,239-25.7% -$12.13万 减仓
COF CAPITAL ONE FINL CORP $35.01万0.02%1,745 21414.0% $4.29万 加仓
OGE OGE ENERGY CORP $35.10万0.02%7,214 00.0% — 不变
LMT LOCKHEED MARTIN CORP $35.13万0.02%690 690— $35.13万 新建仓
SYK STRYKER CORPORATION $35.26万0.02%1,120 17518.5% $5.51万 加仓
XBI SPDR SERIES TRUST $35.33万0.02%2,233 36519.5% $5.78万 加仓
FBCG FIDELITY COVINGTON TRUST $35.62万0.02%5,736 5,736— $35.62万 新建仓
SDY SPDR SERIES TRUST $35.82万0.02%2,354 -120-4.9% -$1.83万 减仓
GSST GOLDMAN SACHS ETF TR $35.95万0.02%7,109 2884.2% $1.46万 加仓
ACWI ISHARES TR $35.99万0.02%2,293 90.4% $1,413 加仓
PXF INVESCO EXCH TRADED FD TR II $36.09万0.02%4,772 81020.4% $6.13万 加仓
IDOG ALPS ETF TR $36.22万0.02%8,795 -300-3.3% -$1.24万 减仓
DELL DELL TECHNOLOGIES INC $36.54万0.02%847 847— $36.54万 新建仓
FNDF SCHWAB STRATEGIC TR $36.62万0.02%6,941 -2,870-29.3% -$15.14万 减仓
NKE NIKE INC $37.00万0.02%9,013 40.0% $164 加仓
COKE COCA COLA CONS INC $37.04万0.02%1,940 874.7% $1.66万 加仓
IYF ISHARES TR $37.49万0.02%2,940 00.0% — 不变
GLDM WORLD GOLD TR $37.57万0.02%4,731 942.0% $7,465 加仓
PPA INVESCO EXCHANGE TRADED FD T $37.73万0.02%2,136 -972-31.3% -$17.17万 减仓
STWD STARWOOD PPTY TR INC $37.85万0.02%23,110 8,98363.6% $14.71万 加仓
— ARROW ETF TR $37.89万0.02%26,593 4,29019.2% $6.11万 加仓
OKLO OKLO INC $37.94万0.02%7,250 1301.8% $6,803 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $37.98万0.02%29,190 -127-0.4% -$1,652 减仓
MFSI MFS ACTIVE EXCHANGE TRADED F $38.08万0.02%11,725 1,73017.3% $5.62万 加仓
MINT PIMCO ETF TR $38.79万0.02%3,848 -9-0.2% -$907 减仓
FTXR FIRST TR EXCHANGE TRADED FD $38.88万0.02%8,532 8,532— $38.88万 新建仓
RSPF INVESCO EXCHANGE TRADED FD T $38.97万0.02%5,025 00.0% — 不变
NZF NUVEEN MUN CR INCOME FD $38.99万0.02%30,750 2,81110.1% $3.56万 加仓
FESM FIDELITY COVINGTON TRUST $39.41万0.02%8,161 -1,289-13.6% -$6.22万 减仓
IGRO ISHARES TR $39.49万0.02%4,491 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $39.63万0.02%31,912 3,87013.8% $4.81万 加仓
TDTF FLEXSHARES TR $39.69万0.02%16,698 -2,887-14.7% -$6.86万 减仓
SPIB SPDR SERIES TRUST $40.19万0.02%12,010 -1,555-11.5% -$5.20万 减仓
MMM 3M CO $40.64万0.02%2,510 -303-10.8% -$4.91万 减仓
PCAR PACCAR INC $40.69万0.02%3,387 -33-1.0% -$3,964 减仓