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
MRVL MARVELL TECHNOLOGY INC $41.38万0.02%1,389 1,389— $41.38万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $41.39万0.02%3,840 80426.5% $8.67万 加仓
FENI FIDELITY COVINGTON TRUST $41.84万0.02%10,426 5325.4% $2.13万 加仓
NLR VANECK ETF TRUST $41.92万0.02%3,614 33410.2% $3.87万 加仓
CI THE CIGNA GROUP $42.41万0.02%1,538 855.8% $2.34万 加仓
GSK GSK PLC $43.08万0.02%8,218 -4-0.0% -$210 减仓
SCHB SCHWAB STRATEGIC TR $43.12万0.02%14,888 14,888— $43.12万 新建仓
HYGV FLEXSHARES TR $43.60万0.02%10,830 3503.3% $1.41万 加仓
FQAL FIDELITY COVINGTON TRUST $43.61万0.02%5,360 2,12465.6% $17.28万 加仓
CLSE TRUST FOR PROFESSIONAL MANAG $44.44万0.02%13,020 7856.4% $2.68万 加仓
— ETF OPPORTUNITIES TRUST $44.64万0.02%8,186 -1,962-19.3% -$10.70万 减仓
MUNI PIMCO ETF TR $44.75万0.02%8,507 -182-2.1% -$9,573 减仓
GLTR ABRDN PRECIOUS METALS BASKET $45.02万0.02%2,485 1,399128.8% $25.34万 加仓
EXTR EXTREME NETWORKS INC $45.32万0.02%14,000 00.0% — 不变
DVYE ISHARES INC $45.34万0.02%14,066 2241.6% $7,220 加仓
DMXF ISHARES TR $46.27万0.02%5,469 581.1% $4,907 加仓
GRID FIRST TR EXCHANGE-TRADED FD $46.42万0.02%2,421 2,421— $46.42万 新建仓
WFC WELLS FARGO & CO $46.64万0.02%5,644 1092.0% $9,008 加仓
— DIMENSIONAL ETF TRUST $47.02万0.02%10,600 00.0% — 不变
DRS LEONARDO DRS INC $47.04万0.02%11,023 -627-5.4% -$2.68万 减仓
AXP AMERICAN EXPRESS CO $47.32万0.02%1,399 997.6% $3.35万 加仓
MFSV MFS ACTIVE EXCHANGE TRADED F $47.44万0.02%16,605 2,09014.4% $5.97万 加仓
SPTM SPDR SERIES TRUST $47.94万0.02%5,280 5,280— $47.94万 新建仓
RYLD GLOBAL X FDS $48.05万0.02%30,053 5782.0% $9,242 加仓
VOOG VANGUARD ADMIRAL FDS INC $48.46万0.03%5,866 -68-1.1% -$5,618 减仓
DBEF DBX ETF TR $48.80万0.03%8,933 -418-4.5% -$2.28万 减仓
BLK BLACKROCK INC $48.87万0.03%508 -9-1.7% -$8,658 减仓
USIG ISHARES TR $48.92万0.03%9,538 -278-2.8% -$1.43万 减仓
MCO MOODYS CORP $49.09万0.03%1,084 1,084— $49.09万 新建仓
FELG FIDELITY COVINGTON TRUST $49.12万0.03%11,227 100.1% $437 加仓
MBWM MERCANTILE BK CORP $49.16万0.03%8,561 -1,999-18.9% -$11.48万 减仓
RDDT REDDIT INC $49.20万0.03%2,835 2,835— $49.20万 新建仓
FDX FEDEX CORP $49.21万0.03%1,572 -40-2.5% -$1.25万 减仓
IWS ISHARES TR $50.22万0.03%3,051 68829.1% $11.32万 加仓
— EATON VANCE NATL MUN OPPORT $50.27万0.03%28,531 -2,171-7.1% -$3.83万 减仓
SNA SNAP ON INC $50.54万0.03%1,256 20.2% $805 加仓
FELC FIDELITY COVINGTON TRUST $50.73万0.03%12,104 1000.8% $4,191 加仓
IETC ISHARES U S ETF TR $51.03万0.03%4,753 481.0% $5,153 加仓
HONA HONEYWELL AEROSPACE INC $51.33万0.03%2,322 2,322— $51.33万 新建仓
PVAL PUTNAM ETF TRUST $51.49万0.03%10,106 10,106— $51.49万 新建仓
CVS CVS HEALTH CORP $51.53万0.03%4,981 350.7% $3,621 加仓
SHLD GLOBAL X FDS $51.58万0.03%8,639 2,65944.5% $15.88万 加仓
DGRO ISHARES TR $51.81万0.03%6,836 2834.3% $2.14万 加仓
BG BUNGE GLOBAL SA $51.82万0.03%4,855 871.8% $9,286 加仓
SPHD INVESCO EXCH TRADED FD TR II $52.01万0.03%10,230 10.0% $51 加仓
SPXC SPX TECHNOLOGIES INC $52.52万0.03%2,142 2,142— $52.52万 新建仓
RPV INVESCO EXCHANGE TRADED FD T $52.65万0.03%4,626 80020.9% $9.11万 加仓
HON HONEYWELL INTL INC $52.73万0.03%2,355 -1,638-41.0% -$36.67万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $52.89万0.03%14,119 2,73624.0% $10.25万 加仓
CAH CARDINAL HEALTH INC $52.94万0.03%2,229 160.7% $3,800 加仓
EVUS ISHARES TR $53.32万0.03%15,187 2471.7% $8,672 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $53.59万0.03%9,366 -1,226-11.6% -$7.02万 减仓
FFLG FIDELITY COVINGTON TRUST $53.83万0.03%15,523 00.0% — 不变
XONE BONDBLOXX ETF TRUST $53.93万0.03%10,924 200.2% $987 加仓
MAGS LISTED FDS TR $54.83万0.03%8,527 30.0% $193 加仓
HYDB ISHARES TR $54.98万0.03%11,756 1,61715.9% $7.56万 加仓
ECL ECOLAB INC $55.22万0.03%1,982 1,982— $55.22万 新建仓
JCPB J P MORGAN EXCHANGE TRADED F $55.53万0.03%11,829 2,91132.6% $13.66万 加仓
VEEV VEEVA SYS INC $55.64万0.03%3,135 -324-9.4% -$5.75万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $56.46万0.03%11,603 00.0% — 不变
IXUS ISHARES TR $56.89万0.03%5,961 -792-11.7% -$7.56万 减仓
SPYV SPDR SERIES TRUST $57.08万0.03%9,389 1581.7% $9,605 加仓
VRSK VERISK ANALYTICS INC $57.31万0.03%3,192 -305-8.7% -$5.48万 减仓
GCOR GOLDMAN SACHS ETF TR $57.66万0.03%14,009 -1,400-9.1% -$5.76万 减仓
FITB FIFTH THIRD BANCORP $57.70万0.03%10,236 -134-1.3% -$7,553 减仓
IYR ISHARES TR $58.36万0.03%5,708 20.0% $204 加仓
MOS MOSAIC CO $58.68万0.03%27,690 -445-1.6% -$9,430 减仓
SCHF SCHWAB STRATEGIC TR $58.93万0.03%21,275 -3,514-14.2% -$9.73万 减仓
GS GOLDMAN SACHS GROUP INC $59.63万0.03%590 -38-6.1% -$3.84万 减仓
UNH UNITEDHEALTH GROUP INC $60.39万0.03%1,453 -578-28.5% -$24.02万 减仓
ISPY PROSHARES TR $60.57万0.03%12,569 4273.5% $2.06万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $60.61万0.03%2,445 2,445— $60.61万 新建仓
IWP ISHARES TR $60.71万0.03%4,147 78523.3% $11.49万 加仓
PWR QUANTA SVCS INC $60.91万0.03%846 8411.0% $6.05万 加仓
AIQ GLOBAL X FDS $60.91万0.03%9,284 400.4% $2,625 加仓
SBUX STARBUCKS CORP $60.98万0.03%5,967 -104-1.7% -$1.06万 减仓
NUE NUCOR CORP $61.44万0.03%2,758 00.0% — 不变
FTNT FORTINET INC $61.48万0.03%4,002 4,002— $61.48万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $62.76万0.03%36,171 3801.1% $6,593 加仓
— FIRST TR EXCHANGE-TRADED FD $63.06万0.03%6,460 -1,230-16.0% -$12.01万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $63.74万0.03%5,820 -47-0.8% -$5,147 减仓
AOA ISHARES TR $63.81万0.03%6,538 65211.1% $6.36万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $63.86万0.03%4,565 -549-10.7% -$7.68万 减仓
MGK VANGUARD WORLD FD $64.11万0.03%7,292 -8-0.1% -$703 减仓
SNY SANOFI SA $64.47万0.03%15,113 -858-5.4% -$3.66万 减仓
MDU MDU RES GROUP INC $64.50万0.03%30,412 6002.0% $1.27万 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $64.71万0.03%14,875 00.0% — 不变
C CITIGROUP INC $65.09万0.03%4,651 -124-2.6% -$1.74万 减仓
VV VANGUARD INDEX FDS $65.40万0.03%1,902 10.1% $344 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $65.54万0.03%17,473 2,83519.4% $10.63万 加仓
SCHO SCHWAB STRATEGIC TR $65.63万0.03%27,189 27,189— $65.63万 新建仓
BA BOEING CO $66.51万0.03%3,072 -731-19.2% -$15.83万 减仓
BP BP PLC $66.59万0.03%18,022 -253-1.4% -$9,348 减仓
FDIS FIDELITY COVINGTON TRUST $66.85万0.03%6,500 -1,196-15.5% -$12.30万 减仓
PI IMPINJ INC $66.96万0.03%4,675 -299-6.0% -$4.28万 减仓
ICLO INVESCO ACTIVELY MANAGED EXC $67.24万0.03%26,286 1,0504.2% $2.69万 加仓
ANET ARISTA NETWORKS INC $67.35万0.03%3,965 -113-2.8% -$1.92万 减仓
COIN COINBASE GLOBAL INC $67.57万0.04%4,622 71518.3% $10.45万 加仓
RKLB ROCKET LAB CORP $67.77万0.04%6,667 -2,631-28.3% -$26.74万 减仓
UL UNILEVER PLC $68.11万0.04%11,330 4894.5% $2.94万 加仓