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
AON AON PLC $111.22万0.06%3,353 -362-9.7% -$12.01万 减仓
HEI HEICO CORP NEW $111.24万0.06%3,123 -444-12.4% -$15.81万 减仓
QMAR FIRST TR EXCHNG TRADED FD VI $112.45万0.06%30,200 00.0% — 不变
RTX RTX CORPORATION $112.62万0.06%5,936 -225-3.7% -$4.27万 减仓
VNQI VANGUARD INTL EQUITY INDEX F $113.35万0.06%25,274 -1,919-7.1% -$8.61万 减仓
BX BLACKSTONE INC $114.04万0.06%9,691 1,68921.1% $19.87万 加仓
IWB ISHARES TR $114.34万0.06%2,792 -45-1.6% -$1.84万 减仓
RSG REPUBLIC SVCS INC $114.62万0.06%5,379 -282-5.0% -$6.01万 减仓
SHW SHERWIN WILLIAMS CO $114.67万0.06%3,330 -171-4.9% -$5.89万 减仓
CGGR CAPITAL GROUP GROWTH ETF $115.61万0.06%24,493 5,12526.5% $24.19万 加仓
IGIB ISHARES TR $115.85万0.06%21,788 -3,691-14.5% -$19.63万 减仓
XTL SPDR SERIES TRUST $115.91万0.06%5,095 -203-3.8% -$4.62万 减仓
EMB ISHARES TR $116.69万0.06%12,099 -368-3.0% -$3.55万 减仓
CASY CASEYS GEN STORES INC $118.42万0.06%1,490 -178-10.7% -$14.15万 减仓
AMJB JPMORGAN CHASE FINL CO LLC $119.72万0.06%34,710 -128-0.4% -$4,415 减仓
QTUM ETF SER SOLUTIONS $120.27万0.06%7,272 2,99970.2% $49.60万 重新持有
FXO FIRST TR EXCHANGE-TRADED FD $120.55万0.06%19,301 1460.8% $9,119 加仓
MPC MARATHON PETE CORP $121.78万0.06%4,763 -102-2.1% -$2.61万 减仓
SPDW SPDR INDEX SHS FDS $122.85万0.06%24,379 13,363121.3% $67.34万 加仓
IJS ISHARES TR $122.96万0.06%8,996 -200-2.2% -$2.73万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $125.23万0.07%31,647 2300.7% $9,101 加仓
HD HOME DEPOT INC $125.54万0.07%3,560 320.9% $1.13万 加仓
WWD WOODWARD INC $126.20万0.07%2,966 -111-3.6% -$4.72万 减仓
DSI ISHARES TR $127.12万0.07%8,928 -236-2.6% -$3.36万 减仓
CNA CNA FINL CORP $127.60万0.07%26,250 5,96729.4% $29.01万 加仓
PM PHILIP MORRIS INTL INC $130.03万0.07%7,187 1,53327.1% $27.73万 加仓
TTEK TETRA TECH INC NEW $130.87万0.07%45,299 16,04954.9% $46.37万 加仓
NEE NEXTERA ENERGY INC $131.99万0.07%15,038 2,08016.1% $18.26万 加仓
EXPE EXPEDIA GROUP INC $134.52万0.07%5,257 -375-6.7% -$9.60万 减仓
INTC INTEL CORP $134.62万0.07%9,641 3674.0% $5.12万 加仓
BE BLOOM ENERGY CORP $135.67万0.07%4,482 -580-11.5% -$17.56万 减仓
DIS DISNEY WALT CO $135.68万0.07%14,097 2832.0% $2.72万 加仓
PRU PRUDENTIAL FINL INC $135.92万0.07%12,593 -141-1.1% -$1.52万 减仓
CMCSA COMCAST CORP NEW $135.97万0.07%55,386 17,49946.2% $42.96万 加仓
IEUR ISHARES TR $137.45万0.07%18,286 -7,818-29.9% -$58.77万 减仓
TXN TEXAS INSTRS INC $140.28万0.07%4,706 -1,582-25.2% -$47.16万 减仓
FXU FIRST TR EXCHANGE-TRADED FD $142.58万0.07%28,897 -3,637-11.2% -$17.95万 减仓
UPSD ETF SER SOLUTIONS $142.95万0.07%50,690 6981.4% $1.97万 加仓
KLAC KLA CORP $143.65万0.07%4,761 -1,469-23.6% -$44.32万 减仓
ORCL ORACLE CORP $144.22万0.07%9,841 2883.0% $4.22万 加仓
CME CME GROUP INC $144.38万0.08%6,538 4096.7% $9.03万 加仓
ABT ABBOTT LABORATORIES $144.93万0.08%15,971 1651.0% $1.50万 加仓
KRYS KRYSTAL BIOTECH INC $145.43万0.08%3,913 -137-3.4% -$5.09万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $145.51万0.08%61,010 1,7863.0% $4.26万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $147.16万0.08%11,406 410.4% $5,290 加仓
SLV ISHARES SILVER TR $149.09万0.08%27,883 9803.6% $5.24万 加仓
TLT ISHARES TR $149.59万0.08%17,310 -4,719-21.4% -$40.78万 减仓
LOW LOWES COS INC $149.79万0.08%6,794 -119-1.7% -$2.62万 减仓
VOOV VANGUARD ADMIRAL FDS INC $150.82万0.08%6,880 250.4% $5,480 加仓
SPSM SPDR SERIES TRUST $151.78万0.08%26,319 -351-1.3% -$2.02万 减仓
OKE ONEOK INC NEW $152.19万0.08%17,506 6734.0% $5.85万 加仓
AMGN AMGEN INC $154.97万0.08%4,280 -150-3.4% -$5.43万 减仓
GLW CORNING INC $156.06万0.08%6,110 1,43830.8% $36.73万 加仓
MAR MARRIOTT INTL INC NEW $156.52万0.08%4,224 -3-0.1% -$1,112 减仓
SOXX ISHARES TR $157.46万0.08%2,457 1084.6% $6.92万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $158.56万0.08%26,546 10,79768.6% $64.49万 加仓
VBK VANGUARD INDEX FDS $158.63万0.08%4,338 -12-0.3% -$4,388 减仓
APH AMPHENOL CORP $159.51万0.08%9,047 -1,063-10.5% -$18.74万 减仓
ACN ACCENTURE PLC IRELAND $160.02万0.08%12,859 7,601144.6% $94.59万 加仓
VRTX VERTEX PHARMACEUTICALS INC $160.82万0.08%3,238 65525.4% $32.53万 加仓
DEFR ETF SER SOLUTIONS $161.16万0.08%60,257 5120.9% $1.37万 加仓
CLX CLOROX CO DEL $161.21万0.08%16,891 -526-3.0% -$5.02万 减仓
EMXC ISHARES INC $163.31万0.08%15,963 4,07234.2% $41.66万 加仓
DVY ISHARES TR $163.59万0.08%10,467 2352.3% $3.67万 加仓
CAT CATERPILLAR INC $163.95万0.09%1,540 -479-23.7% -$50.99万 减仓
VTEB VANGUARD MUN BD FDS $165.53万0.09%32,726 -510-1.5% -$2.58万 减仓
SHY ISHARES TR $166.35万0.09%20,259 -440-2.1% -$3.61万 减仓
HYMB SPDR SERIES TRUST $166.66万0.09%65,510 -456-0.7% -$1.16万 减仓
ADP AUTOMATIC DATA PROCESSING IN $168.08万0.09%7,505 -513-6.4% -$11.49万 减仓
XLY SELECT SECTOR SPDR TR $168.15万0.09%14,337 -3,668-20.4% -$43.02万 减仓
DVN DEVON ENERGY CORP NEW $170.66万0.09%41,301 41,301— $170.66万 新建仓
SPYI NEOS ETF TRUST $170.75万0.09%32,163 7012.2% $3.72万 加仓
GEV GE VERNOVA INC $171.13万0.09%1,457 16612.9% $19.50万 加仓
LCTU BLACKROCK ETF TRUST $172.85万0.09%21,563 -412-1.9% -$3.30万 减仓
VRT VERTIV HOLDINGS CO $172.91万0.09%5,164 3,127153.5% $104.70万 加仓
IWM ISHARES TR $176.21万0.09%5,865 561.0% $1.68万 加仓
ETN EATON CORP PLC $181.78万0.09%4,266 2,449134.8% $104.36万 加仓
ZTS ZOETIS INC $185.07万0.10%25,755 5,32926.1% $38.29万 加仓
IVLU ISHARES TR $185.28万0.10%44,305 2780.6% $1.16万 加仓
GSUS GOLDMAN SACHS ETF TR $186.83万0.10%18,122 -697-3.7% -$7.19万 减仓
VMBS VANGUARD SCOTTSDALE FDS $187.18万0.10%39,987 8032.0% $3.76万 加仓
VGT VANGUARD WORLD FD $190.52万0.10%15,941 -571-3.5% -$6.82万 减仓
HDV ISHARES TR $190.68万0.10%69,566 -1,224-1.7% -$3.35万 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $191.76万0.10%16,988 13,109337.9% $147.97万 加仓
IDV ISHARES TR $192.85万0.10%46,548 -1,983-4.1% -$8.22万 减仓
ACM AECOM $195.24万0.10%27,972 8,97247.2% $62.62万 加仓
EWX SPDR INDEX SHS FDS $195.41万0.10%26,299 960.4% $7,133 加仓
TCAF T ROWE PRICE EXCHANGE-TRADED $202.19万0.11%49,195 8241.7% $3.39万 加仓
GE GE AEROSPACE $202.68万0.11%5,423 1352.6% $5.05万 加仓
MA MASTERCARD INCORPORATED $203.60万0.11%3,964 1413.7% $7.24万 加仓
GNRC GENERAC HLDGS INC $203.88万0.11%6,963 -6,500-48.3% -$190.33万 减仓
DUBS ETF SER SOLUTIONS $205.81万0.11%49,419 1370.3% $5,705 加仓
SO SOUTHERN CO $208.72万0.11%21,808 -899-4.0% -$8.60万 减仓
BND VANGUARD BD INDEX FDS $216.72万0.11%29,522 1,9347.0% $14.20万 加仓
IJT ISHARES TR $220.18万0.11%12,328 1831.5% $3.27万 加仓
ADME ETF SER SOLUTIONS $222.01万0.12%39,897 2820.7% $1.57万 加仓
SCZ ISHARES TR $223.58万0.12%27,176 3881.4% $3.19万 加仓
SHM SPDR SERIES TRUST $225.55万0.12%47,023 7161.5% $3.43万 加仓
BFLX BLACKROCK ETF TRUST $230.83万0.12%90,105 90,105— $230.83万 新建仓
SPYD SPDR SERIES TRUST $230.90万0.12%48,396 350.1% $1,670 加仓