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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $64.85万 | 0.04% | 1,990 | 129 | 6.9% | $4.20万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $64.94万 | 0.04% | 14,875 | -300 | -2.0% | -$1.31万 | 减仓 |
| ETN | EATON CORP PLC | $65.01万 | 0.04% | 1,817 | 33 | 1.8% | $1.18万 | 加仓 |
| RING | ISHARES INC | $65.62万 | 0.04% | 8,309 | -496 | -5.6% | -$3.92万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $66.13万 | 0.04% | 22,184 | 2,644 | 13.5% | $7.88万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $66.36万 | 0.04% | 3,497 | 1,181 | 51.0% | $22.41万 | 加仓 |
| BFC | BANK FIRST CORP | $66.85万 | 0.04% | 4,950 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB STRATEGIC TR | $67.26万 | 0.04% | 21,400 | -8,826 | -29.2% | -$27.74万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $67.84万 | 0.04% | 6,180 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $67.91万 | 0.04% | 11,100 | 2,799 | 33.7% | $17.12万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $68.22万 | 0.04% | 3,907 | 389 | 11.1% | $6.79万 | 加仓 |
| BE | BLOOM ENERGY CORP | $68.59万 | 0.04% | 5,062 | 5,062 | — | $68.59万 | 新建仓 |
| VLUE | ISHARES TR | $69.57万 | 0.04% | 4,893 | 4,893 | — | $69.57万 | 新建仓 |
| IMCG | ISHARES TR | $70.48万 | 0.04% | 8,947 | 707 | 8.6% | $5.57万 | 加仓 |
| MOS | MOSAIC CO | $71.74万 | 0.04% | 28,135 | 11,275 | 66.9% | $28.75万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $71.77万 | 0.04% | 7,696 | -1,905 | -19.8% | -$17.77万 | 减仓 |
| ESGE | ISHARES INC | $71.91万 | 0.04% | 15,814 | -2,602 | -14.1% | -$11.83万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $72.03万 | 0.04% | 14,991 | 1,040 | 7.5% | $5.00万 | 加仓 |
| TIP | ISHARES TR | $72.38万 | 0.04% | 6,559 | 55 | 0.8% | $6,070 | 加仓 |
| IYH | ISHARES TR | $72.41万 | 0.04% | 11,748 | -276 | -2.3% | -$1.70万 | 减仓 |
| NTRA | NATERA INC | $72.54万 | 0.04% | 3,627 | -14 | -0.4% | -$2,800 | 减仓 |
| MET | METLIFE INC | $73.01万 | 0.04% | 10,324 | -246 | -2.3% | -$1.74万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $73.75万 | 0.04% | 6,657 | 698 | 11.7% | $7.73万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $73.79万 | 0.04% | 19,042 | -6,222 | -24.6% | -$24.11万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $74.58万 | 0.04% | 21,674 | 6,463 | 42.5% | $22.24万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $75.07万 | 0.04% | 7,690 | -515 | -6.3% | -$5.03万 | 减仓 |
| HEGD | LISTED FDS TR | $75.28万 | 0.04% | 30,476 | 30,476 | — | $75.28万 | 新建仓 |
| PULS | PGIM ETF TR | $75.48万 | 0.04% | 15,248 | 143 | 0.9% | $7,078 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $75.57万 | 0.04% | 40,802 | 12,104 | 42.2% | $22.42万 | 加仓 |
| BA | BOEING CO | $75.70万 | 0.04% | 3,803 | -160 | -4.0% | -$3.18万 | 减仓 |
| MOAT | VANECK ETF TRUST | $75.76万 | 0.04% | 7,834 | 608 | 8.4% | $5.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $75.83万 | 0.04% | 9,199 | 2,087 | 29.3% | $17.20万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $76.27万 | 0.04% | 15,070 | -1,379 | -8.4% | -$6.98万 | 减仓 |
| USXF | ISHARES TR | $76.54万 | 0.04% | 13,866 | -435 | -3.0% | -$2.40万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $76.90万 | 0.04% | 13,152 | 904 | 7.4% | $5.29万 | 加仓 |
| SNY | SANOFI SA | $76.95万 | 0.04% | 15,971 | 3,900 | 32.3% | $18.79万 | 加仓 |
| ICSH | ISHARES TR | $76.98万 | 0.04% | 15,207 | -1,087 | -6.7% | -$5.50万 | 减仓 |
| SOXX | ISHARES TR | $77.21万 | 0.04% | 2,349 | 562 | 31.4% | $18.47万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $77.48万 | 0.04% | 7,329 | -13 | -0.2% | -$1,374 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $77.84万 | 0.04% | 19,368 | 5,489 | 39.5% | $22.06万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $78.54万 | 0.05% | 15,718 | 15,718 | — | $78.54万 | 新建仓 |
| AGNC | AGNC INVT CORP | $78.66万 | 0.05% | 78,430 | -8,060 | -9.3% | -$8.08万 | 减仓 |
| SYSB | ISHARES TR | $78.75万 | 0.05% | 8,848 | 277 | 3.2% | $2.47万 | 加仓 |
| SYY | SYSCO CORP | $78.89万 | 0.05% | 11,060 | -886 | -7.4% | -$6.32万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $79.54万 | 0.05% | 34,107 | -10,500 | -23.5% | -$24.49万 | 减仓 |
| ARKK | ARK ETF TR | $79.76万 | 0.05% | 11,801 | -872 | -6.9% | -$5.89万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $79.80万 | 0.05% | 20,045 | -176 | -0.9% | -$7,007 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $80.99万 | 0.05% | 6,996 | -49 | -0.7% | -$5,673 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $81.22万 | 0.05% | 8,256 | 578 | 7.5% | $5.69万 | 加仓 |
| NVS | NOVARTIS AG | $81.30万 | 0.05% | 5,322 | 272 | 5.4% | $4.16万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $81.46万 | 0.05% | 1,759 | -88 | -4.8% | -$4.08万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $81.64万 | 0.05% | 8,844 | 63 | 0.7% | $5,816 | 加仓 |
| ITOT | ISHARES TR | $81.95万 | 0.05% | 5,754 | -117 | -2.0% | -$1.67万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $82.04万 | 0.05% | 51,530 | -1,134 | -2.2% | -$1.81万 | 减仓 |
| EWJ | ISHARES INC | $83.17万 | 0.05% | 9,849 | 1,750 | 21.6% | $14.78万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $83.81万 | 0.05% | 4,832 | 596 | 14.1% | $10.34万 | 加仓 |
| TFLO | ISHARES TR | $85.07万 | 0.05% | 16,803 | 2,060 | 14.0% | $10.43万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $85.51万 | 0.05% | 18,743 | -693 | -3.6% | -$3.16万 | 减仓 |
| MGEE | MGE ENERGY INC | $85.84万 | 0.05% | 11,106 | 71 | 0.6% | $5,488 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $85.89万 | 0.05% | 11,743 | 3,561 | 43.5% | $26.05万 | 加仓 |
| BP | BP PLC | $85.89万 | 0.05% | 18,275 | 5,606 | 44.2% | $26.35万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $86.00万 | 0.05% | 4,611 | -98 | -2.1% | -$1.83万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $86.21万 | 0.05% | 14,666 | 667 | 4.8% | $3.92万 | 加仓 |
| PLD | PROLOGIS INC. | $86.83万 | 0.05% | 6,570 | -1,244 | -15.9% | -$16.44万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $88.10万 | 0.05% | 29,250 | 10,119 | 52.9% | $30.48万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $89.05万 | 0.05% | 2,691 | -23 | -0.8% | -$7,611 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $89.07万 | 0.05% | 20,513 | 2,762 | 15.6% | $11.99万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $89.49万 | 0.05% | 11,902 | 1,399 | 13.3% | $10.52万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $90.16万 | 0.05% | 10,618 | -76 | -0.7% | -$6,453 | 减仓 |
| — | HONEYWELL INTL INC | $90.24万 | 0.05% | 3,993 | 1,216 | 43.8% | $27.48万 | 加仓 |
| DE | DEERE & CO | $90.88万 | 0.05% | 1,613 | 22 | 1.4% | $1.24万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $91.31万 | 0.05% | 35,613 | 244 | 0.7% | $6,256 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $91.43万 | 0.05% | 12,711 | 5,728 | 82.0% | $41.20万 | 加仓 |
| TW | TRADEWEB MKTS INC | $91.48万 | 0.05% | 7,775 | 774 | 11.1% | $9.11万 | 加仓 |
| KLAC | KLA CORP | $91.74万 | 0.05% | 623 | -261 | -29.5% | -$38.44万 | 减仓 |
| BX | BLACKSTONE INC | $92.02万 | 0.05% | 8,002 | 3,137 | 64.5% | $36.07万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $92.88万 | 0.05% | 36,351 | -1,214 | -3.2% | -$3.10万 | 减仓 |
| CNA | CNA FINL CORP | $93.14万 | 0.05% | 20,283 | 2,119 | 11.7% | $9.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $93.49万 | 0.05% | 5,654 | -864 | -13.3% | -$14.29万 | 减仓 |
| EMXC | ISHARES INC | $93.54万 | 0.05% | 11,891 | -619 | -4.9% | -$4.87万 | 减仓 |
| COP | CONOCOPHILLIPS | $93.97万 | 0.05% | 7,119 | -385 | -5.1% | -$5.08万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $94.15万 | 0.05% | 15,749 | 15,749 | — | $94.15万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $94.15万 | 0.05% | 4,347 | 1,218 | 38.9% | $26.38万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $94.58万 | 0.05% | 17,121 | 1,463 | 9.3% | $8.08万 | 加仓 |
| NFLX | NETFLIX INC. | $95.80万 | 0.06% | 9,963 | -571 | -5.4% | -$5.49万 | 减仓 |
| — | KKR & CO INC | $95.81万 | 0.06% | 23,822 | 6,673 | 38.9% | $26.84万 | 加仓 |
| DHR | DANAHER CORP DEL | $97.06万 | 0.06% | 5,119 | 222 | 4.5% | $4.21万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $97.58万 | 0.06% | 44,054 | 1,462 | 3.4% | $3.24万 | 加仓 |
| HEI | HEICO CORP NEW | $97.81万 | 0.06% | 3,567 | 450 | 14.4% | $12.34万 | 加仓 |
| MP | MP MATERIALS CORP | $99.40万 | 0.06% | 20,596 | -248 | -1.2% | -$1.20万 | 减仓 |
| XTL | SPDR SERIES TRUST | $99.63万 | 0.06% | 5,298 | 5,298 | — | $99.63万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $100.42万 | 0.06% | 27,925 | -804 | -2.8% | -$2.89万 | 减仓 |
| IWB | ISHARES TR | $101.15万 | 0.06% | 2,837 | 50 | 1.8% | $1.78万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $101.53万 | 0.06% | 30,200 | -2,525 | -7.7% | -$8.49万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $101.84万 | 0.06% | 10,839 | 3,365 | 45.0% | $31.62万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $101.99万 | 0.06% | 15,810 | 1,689 | 12.0% | $10.90万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $102.96万 | 0.06% | 16,975 | 4,701 | 38.3% | $28.51万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $104.26万 | 0.06% | 5,258 | 68 | 1.3% | $1.35万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $104.57万 | 0.06% | 21,914 | 1,968 | 9.9% | $9.39万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $104.62万 | 0.06% | 4,050 | -310 | -7.1% | -$8.01万 | 减仓 |