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 |
|---|---|---|---|---|---|---|---|---|
| IDEF | BLACKROCK ETF TRUST | $573.36万 | 0.33% | 175,232 | 175,232 | — | $573.36万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $577.34万 | 0.33% | 116,941 | -7,924 | -6.3% | -$39.12万 | 减仓 |
| GOOG | ALPHABET INC | $579.00万 | 0.33% | 20,184 | 1,883 | 10.3% | $54.02万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $579.26万 | 0.33% | 94,557 | 8,980 | 10.5% | $55.01万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $584.11万 | 0.34% | 112,480 | -9,764 | -8.0% | -$50.70万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $595.83万 | 0.34% | 25,460 | -280 | -1.1% | -$6.55万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $601.92万 | 0.35% | 38,253 | 819 | 2.2% | $12.89万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $609.62万 | 0.35% | 46,557 | 1,150 | 2.5% | $15.06万 | 加仓 |
| AFL | AFLAC INC | $615.58万 | 0.36% | 56,110 | -2,887 | -4.9% | -$31.67万 | 减仓 |
| IJH | ISHARES TR | $637.24万 | 0.37% | 94,364 | -6,564 | -6.5% | -$44.33万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $639.46万 | 0.37% | 263,044 | 16,526 | 6.7% | $40.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $640.09万 | 0.37% | 72,163 | 5,816 | 8.8% | $51.59万 | 加仓 |
| MCD | MCDONALDS CORP | $645.60万 | 0.37% | 20,773 | -15 | -0.1% | -$4,662 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $668.56万 | 0.39% | 6,710 | 1,345 | 25.1% | $134.01万 | 加仓 |
| GOOGL | ALPHABET INC | $686.40万 | 0.40% | 23,870 | 1,218 | 5.4% | $35.02万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $714.89万 | 0.41% | 155,783 | 4,149 | 2.7% | $19.04万 | 加仓 |
| AGG | ISHARES TR | $716.99万 | 0.41% | 72,226 | 4,940 | 7.3% | $49.04万 | 加仓 |
| PFF | ISHARES TR | $729.85万 | 0.42% | 240,717 | 8,781 | 3.8% | $26.62万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $732.19万 | 0.42% | 28,451 | 1,605 | 6.0% | $41.30万 | 加仓 |
| MBB | ISHARES TR | $739.53万 | 0.43% | 77,886 | 1,044 | 1.4% | $9.91万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $740.32万 | 0.43% | 165,067 | -3,556 | -2.1% | -$15.95万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $758.04万 | 0.44% | 99,038 | -2,486 | -2.4% | -$19.03万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $762.99万 | 0.44% | 57,411 | 1,445 | 2.6% | $19.20万 | 加仓 |
| GLD | SPDR GOLD TR | $764.01万 | 0.44% | 17,756 | -339 | -1.9% | -$14.59万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $769.28万 | 0.44% | 212,391 | 20,638 | 10.8% | $74.75万 | 加仓 |
| KO | COCA COLA CO | $797.32万 | 0.46% | 104,842 | 2,050 | 2.0% | $15.59万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $799.77万 | 0.46% | 170,782 | 6,809 | 4.2% | $31.89万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $802.48万 | 0.46% | 174,947 | 1,055 | 0.6% | $4.84万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $804.40万 | 0.46% | 102,589 | 16,313 | 18.9% | $127.91万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $815.22万 | 0.47% | 247,412 | 12,821 | 5.5% | $42.25万 | 加仓 |
| TLH | ISHARES TR | $833.43万 | 0.48% | 82,747 | -12,433 | -13.1% | -$125.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $838.21万 | 0.48% | 34,581 | 1,937 | 5.9% | $46.95万 | 加仓 |
| AMZN | AMAZON COM INC | $839.33万 | 0.48% | 40,300 | 1,564 | 4.0% | $32.57万 | 加仓 |
| EEM | ISHARES TR | $840.74万 | 0.49% | 148,044 | 22,628 | 18.0% | $128.50万 | 加仓 |
| MDT | MEDTRONIC PLC | $879.61万 | 0.51% | 101,511 | 2,884 | 2.9% | $24.99万 | 加仓 |
| — | EXXON MOBIL CORP | $885.70万 | 0.51% | 52,204 | 7,977 | 18.0% | $135.34万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $910.58万 | 0.53% | 49,413 | 1,197 | 2.5% | $22.06万 | 加仓 |
| EFG | ISHARES TR | $915.15万 | 0.53% | 82,172 | 74,488 | 969.4% | $829.57万 | 加仓 |
| EMR | EMERSON ELEC CO | $917.68万 | 0.53% | 70,041 | 321 | 0.5% | $4.21万 | 加仓 |
| MTUM | ISHARES TR | $922.98万 | 0.53% | 38,459 | 2,704 | 7.6% | $64.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $927.58万 | 0.54% | 15,523 | 154 | 1.0% | $9.20万 | 加仓 |
| GOVT | ISHARES TR | $946.95万 | 0.55% | 413,334 | 255,830 | 162.4% | $586.11万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $956.07万 | 0.55% | 137,150 | 1,484 | 1.1% | $10.34万 | 加仓 |
| MO | ALTRIA GROUP INC | $981.72万 | 0.57% | 148,761 | -2,049 | -1.4% | -$13.52万 | 减仓 |
| QUAL | ISHARES TR | $988.76万 | 0.57% | 51,549 | 3,765 | 7.9% | $72.22万 | 加仓 |
| WMT | WALMART INC | $996.76万 | 0.58% | 80,203 | -901 | -1.1% | -$11.20万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,021.58万 | 0.59% | 81,641 | -13,793 | -14.5% | -$172.59万 | 减仓 |
| T | AT&T INC | $1,043.16万 | 0.60% | 359,834 | 13,913 | 4.0% | $40.33万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,050.83万 | 0.61% | 173,870 | 4,441 | 2.6% | $26.84万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,065.36万 | 0.62% | 315,475 | 18,932 | 6.4% | $63.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,067.45万 | 0.62% | 73,903 | 68 | 0.1% | $9,822 | 加仓 |
| PFE | PFIZER INC | $1,087.59万 | 0.63% | 387,317 | 20,784 | 5.7% | $58.36万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1,093.16万 | 0.63% | 86,807 | -866 | -1.0% | -$10.91万 | 减仓 |
| MUB | ISHARES TR | $1,101.60万 | 0.64% | 103,778 | 9,446 | 10.0% | $100.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,143.49万 | 0.66% | 227,786 | 18,208 | 8.7% | $91.40万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,235.73万 | 0.71% | 57,460 | -1,066 | -1.8% | -$22.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,275.87万 | 0.74% | 236,054 | -5,786 | -2.4% | -$31.27万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,334.21万 | 0.77% | 41,589 | 1,478 | 3.7% | $47.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,347.05万 | 0.78% | 65,106 | 4,195 | 6.9% | $86.80万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,431.22万 | 0.83% | 151,870 | -7,844 | -4.9% | -$73.92万 | 减仓 |
| IEFA | ISHARES TR | $1,501.75万 | 0.87% | 165,885 | 9,359 | 6.0% | $84.73万 | 加仓 |
| EFV | ISHARES TR | $1,510.51万 | 0.87% | 203,162 | 6,283 | 3.2% | $46.71万 | 加仓 |
| IJR | ISHARES TR | $1,519.10万 | 0.88% | 122,203 | -3 | -0.0% | -$373 | 减仓 |
| ABBV | ABBVIE INC | $1,564.21万 | 0.90% | 71,921 | -466 | -0.6% | -$10.14万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,659.18万 | 0.96% | 285,180 | -41,611 | -12.7% | -$242.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,691.29万 | 0.98% | 69,190 | -2,576 | -3.6% | -$62.97万 | 减仓 |
| IEMG | ISHARES INC | $1,766.43万 | 1.02% | 253,252 | -20,568 | -7.5% | -$143.46万 | 减仓 |
| IVW | ISHARES TR | $1,910.71万 | 1.10% | 168,925 | 13,231 | 8.5% | $149.66万 | 加仓 |
| IVE | ISHARES TR | $2,003.80万 | 1.16% | 94,899 | -7,062 | -6.9% | -$149.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,005.36万 | 1.16% | 312,947 | -10,803 | -3.3% | -$69.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,231.72万 | 1.29% | 60,289 | 5,745 | 10.5% | $212.66万 | 加仓 |
| IUSB | ISHARES TR | $2,276.27万 | 1.31% | 492,806 | 43,940 | 9.8% | $202.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,307.94万 | 1.33% | 52,839 | 2,821 | 5.6% | $123.22万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,320.67万 | 1.34% | 133,066 | -444 | -0.3% | -$7.74万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2,521.79万 | 1.46% | 271,862 | 4,512 | 1.7% | $41.85万 | 加仓 |
| LQD | ISHARES TR | $2,666.40万 | 1.54% | 244,646 | 11,298 | 4.8% | $123.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,788.26万 | 1.61% | 908,819 | -57,340 | -5.9% | -$175.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,039.83万 | 1.75% | 46,742 | -1,319 | -2.7% | -$85.78万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,169.61万 | 1.83% | 54,916 | -669 | -1.2% | -$38.61万 | 减仓 |
| AAPL | APPLE INC | $3,228.17万 | 1.86% | 127,198 | -273 | -0.2% | -$6.93万 | 减仓 |
| IVV | ISHARES TR | $8,837.03万 | 5.10% | 135,286 | 11,052 | 8.9% | $721.93万 | 加仓 |