Regal Investment Advisors LLC
KENTWOOD MI · SEC CIK 0001559789
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES TR | $68.20万 | 0.04% | 12,145 | 271 | 2.3% | $1.52万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $68.24万 | 0.04% | 42,569 | 1,767 | 4.3% | $2.83万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $68.38万 | 0.04% | 2,980 | -147 | -4.7% | -$3.37万 | 减仓 |
| ESGE | ISHARES INC | $68.58万 | 0.04% | 12,540 | -3,274 | -20.7% | -$17.91万 | 减仓 |
| ACWX | ISHARES TR | $68.85万 | 0.04% | 9,046 | 5,132 | 131.1% | $39.06万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $68.91万 | 0.04% | 13,649 | 2,601 | 23.5% | $13.13万 | 加仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $69.03万 | 0.04% | 17,765 | -1,277 | -6.7% | -$4.96万 | 减仓 |
| ICSH | ISHARES TR | $69.99万 | 0.04% | 13,837 | -1,370 | -9.0% | -$6.93万 | 减仓 |
| CB | CHUBB LIMITED | $71.05万 | 0.04% | 2,085 | 95 | 4.8% | $3.24万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.16万 | 0.04% | 7,727 | -1,117 | -12.6% | -$10.29万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $71.70万 | 0.04% | 3,301 | 51 | 1.6% | $1.11万 | 加仓 |
| NFLX | NETFLIX INC. | $71.91万 | 0.04% | 10,071 | 108 | 1.1% | $7,712 | 加仓 |
| O | REALTY INCOME CORP | $72.29万 | 0.04% | 11,667 | 567 | 5.1% | $3.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $72.87万 | 0.04% | 10,098 | -2,613 | -20.6% | -$18.86万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $73.22万 | 0.04% | 2,432 | -259 | -9.6% | -$7.80万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $73.27万 | 0.04% | 15,129 | 138 | 0.9% | $6,684 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $73.41万 | 0.04% | 21,959 | 12,759 | 138.7% | $42.65万 | 加仓 |
| BFC | BANK FIRST CORP | $73.43万 | 0.04% | 4,950 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $73.49万 | 0.04% | 7,069 | -765 | -9.8% | -$7.95万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $73.98万 | 0.04% | 9,877 | -1,866 | -15.9% | -$13.98万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $74.02万 | 0.04% | 30,016 | 30,016 | — | $74.02万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $74.22万 | 0.04% | 31,666 | -2,441 | -7.2% | -$5.72万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $74.25万 | 0.04% | 7,252 | -77 | -1.1% | -$7,884 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $74.67万 | 0.04% | 16,414 | -2,329 | -12.4% | -$10.59万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $74.71万 | 0.04% | 12,741 | 300 | 2.4% | $1.76万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $75.64万 | 0.04% | 6,180 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $75.79万 | 0.04% | 15,296 | 48 | 0.3% | $2,378 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $75.94万 | 0.04% | 23,138 | 954 | 4.3% | $3.13万 | 加仓 |
| TIP | ISHARES TR | $75.94万 | 0.04% | 6,940 | 381 | 5.8% | $4.17万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $76.31万 | 0.04% | 15,090 | 20 | 0.1% | $1,011 | 加仓 |
| LMUB | ISHARES TR | $76.90万 | 0.04% | 15,014 | 5,654 | 60.4% | $28.96万 | 加仓 |
| COP | CONOCOPHILLIPS | $76.91万 | 0.04% | 7,398 | 279 | 3.9% | $2.90万 | 加仓 |
| F | FORD MTR CO | $77.42万 | 0.04% | 55,699 | -334 | -0.6% | -$4,643 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $78.07万 | 0.04% | 18,274 | -1,771 | -8.8% | -$7.57万 | 减仓 |
| QCOM | QUALCOMM INC | $78.36万 | 0.04% | 4,240 | 48 | 1.1% | $8,870 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $78.97万 | 0.04% | 20,804 | -870 | -4.0% | -$3.30万 | 减仓 |
| IYH | ISHARES TR | $79.40万 | 0.04% | 11,849 | 101 | 0.9% | $6,768 | 加仓 |
| TW | TRADEWEB MKTS INC | $79.99万 | 0.04% | 8,026 | 251 | 3.2% | $2.50万 | 加仓 |
| ITB | ISHARES TR | $80.65万 | 0.04% | 7,719 | 843 | 12.3% | $8.81万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $81.88万 | 0.04% | 7,012 | 16 | 0.2% | $1,868 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $82.87万 | 0.04% | 13,417 | 265 | 2.0% | $1.64万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $83.07万 | 0.04% | 8,794 | 8,794 | — | $83.07万 | 新建仓 |
| ASML | ASML HLDG NV | $83.48万 | 0.04% | 420 | 161 | 62.2% | $32.00万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $83.65万 | 0.04% | 5,019 | 187 | 3.9% | $3.12万 | 加仓 |
| MS | MORGAN STANLEY | $83.79万 | 0.04% | 4,008 | -4,933 | -55.2% | -$103.12万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $83.81万 | 0.04% | 19,800 | 5,217 | 35.8% | $22.08万 | 加仓 |
| NVS | NOVARTIS AG | $84.02万 | 0.04% | 5,361 | 39 | 0.7% | $6,113 | 加仓 |
| ITOT | ISHARES TR | $85.86万 | 0.04% | 5,227 | -527 | -9.2% | -$8.66万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $85.88万 | 0.04% | 54,082 | -12,703 | -19.0% | -$20.17万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $86.14万 | 0.04% | 9,729 | 530 | 5.8% | $4.69万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $86.65万 | 0.05% | 11,223 | 384 | 3.5% | $2.96万 | 加仓 |
| SYSB | ISHARES TR | $87.25万 | 0.05% | 9,834 | 986 | 11.1% | $8.75万 | 加仓 |
| ARKK | ARK ETF TR | $87.37万 | 0.05% | 10,811 | -990 | -8.4% | -$8.00万 | 减仓 |
| MET | METLIFE INC | $87.57万 | 0.05% | 10,349 | 25 | 0.2% | $2,115 | 加仓 |
| IMCG | ISHARES TR | $87.83万 | 0.05% | 8,935 | -12 | -0.1% | -$1,180 | 减仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $88.53万 | 0.05% | 7,654 | -8,156 | -51.6% | -$94.33万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $88.67万 | 0.05% | 10,938 | 5,197 | 90.5% | $42.13万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $88.76万 | 0.05% | 22,064 | 150 | 0.7% | $6,034 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $89.52万 | 0.05% | 1,714 | -45 | -2.6% | -$2.35万 | 减仓 |
| NTRA | NATERA INC | $90.15万 | 0.05% | 3,321 | -306 | -8.4% | -$8.31万 | 减仓 |
| MGEE | MGE ENERGY INC | $91.11万 | 0.05% | 11,174 | 68 | 0.6% | $5,545 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $91.35万 | 0.05% | 3,979 | -368 | -8.5% | -$8.45万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $91.94万 | 0.05% | 8,552 | 296 | 3.6% | $3.18万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $92.51万 | 0.05% | 20,572 | 59 | 0.3% | $2,653 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $92.77万 | 0.05% | 31,522 | -4,091 | -11.5% | -$12.04万 | 减仓 |
| VLUE | ISHARES TR | $92.84万 | 0.05% | 4,647 | -246 | -5.0% | -$4.91万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $93.69万 | 0.05% | 18,432 | 2,714 | 17.3% | $13.80万 | 加仓 |
| HEGD | LISTED FDS TR | $93.81万 | 0.05% | 35,188 | 4,712 | 15.5% | $12.56万 | 加仓 |
| PLD | PROLOGIS INC. | $94.04万 | 0.05% | 6,942 | 372 | 5.7% | $5.04万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $94.22万 | 0.05% | 16,352 | -623 | -3.7% | -$3.59万 | 减仓 |
| TFLO | ISHARES TR | $95.66万 | 0.05% | 18,894 | 2,091 | 12.4% | $10.59万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $96.64万 | 0.05% | 49,107 | -2,423 | -4.7% | -$4.77万 | 减仓 |
| DHR | DANAHER CORP DEL | $97.53万 | 0.05% | 5,120 | 1 | 0.0% | $190 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $97.98万 | 0.05% | 44,576 | 522 | 1.2% | $1.15万 | 加仓 |
| USXF | ISHARES TR | $97.99万 | 0.05% | 14,110 | 244 | 1.8% | $1.69万 | 加仓 |
| AGNC | AGNC INVT CORP | $98.31万 | 0.05% | 90,191 | 11,761 | 15.0% | $12.82万 | 加仓 |
| DE | DEERE & CO | $99.15万 | 0.05% | 1,563 | -50 | -3.1% | -$3.17万 | 减仓 |
| IEF | ISHARES TR | $101.24万 | 0.05% | 10,706 | -1,672 | -13.5% | -$15.81万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $101.33万 | 0.05% | 4,531 | -80 | -1.7% | -$1.79万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $101.40万 | 0.05% | 20,576 | 12,892 | 167.8% | $63.53万 | 加仓 |
| SYY | SYSCO CORP | $102.15万 | 0.05% | 12,222 | 1,162 | 10.5% | $9.71万 | 加仓 |
| SPGI | S&P GLOBAL INC | $103.80万 | 0.05% | 2,549 | -247 | -8.8% | -$10.06万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $104.29万 | 0.05% | 16,654 | -585 | -3.4% | -$3.66万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $105.61万 | 0.05% | 26,024 | -1,901 | -6.8% | -$7.71万 | 减仓 |
| SGOV | ISHARES TR | $105.80万 | 0.05% | 10,510 | 4,898 | 87.3% | $49.31万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $106.12万 | 0.06% | 16,874 | 2,208 | 15.1% | $13.89万 | 加仓 |
| PSX | PHILLIPS 66 | $106.62万 | 0.06% | 6,307 | 290 | 4.8% | $4.90万 | 加仓 |
| EWJ | ISHARES INC | $106.64万 | 0.06% | 11,433 | 1,584 | 16.1% | $14.77万 | 加仓 |
| — | KKR & CO INC | $106.83万 | 0.06% | 26,807 | 2,985 | 12.5% | $11.90万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $106.95万 | 0.06% | 26,353 | -13 | -0.0% | -$528 | 减仓 |
| TLTW | ISHARES TR | $107.50万 | 0.06% | 48,122 | 48,122 | — | $107.50万 | 新建仓 |
| NOW | SERVICENOW INC | $107.61万 | 0.06% | 10,839 | 553 | 5.4% | $5.49万 | 加仓 |
| SHYG | ISHARES TR | $107.85万 | 0.06% | 25,430 | 25,430 | — | $107.85万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $107.86万 | 0.06% | 8,094 | 1,437 | 21.6% | $19.15万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $107.91万 | 0.06% | 17,899 | 778 | 4.5% | $4.69万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $108.65万 | 0.06% | 36,957 | 606 | 1.7% | $1.78万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $108.73万 | 0.06% | 3,998 | -342 | -7.9% | -$9.30万 | 减仓 |
| MP | MP MATERIALS CORP | $108.77万 | 0.06% | 19,419 | -1,177 | -5.7% | -$6.59万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $109.05万 | 0.06% | 10,564 | -54 | -0.5% | -$5,574 | 减仓 |
| — | ALPHABET INC | $111.18万 | 0.06% | 21,848 | 21,848 | — | $111.18万 | 新建仓 |