13F 机构持仓

Regal Investment Advisors LLC

KENTWOOD MI · SEC CIK 0001559789

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.1%
AAPL 1.9%
QQQ 1.8%
SPY 1.8%
SCHD 1.6%
LQD 1.5%
FTCS 1.5%
NVDA 1.3%
VUG 1.3%
IUSB 1.3%

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
AVGO BROADCOM INC $463.07万0.27%14,962 -84-0.6% -$2.60万 减仓
— KRANESHARES TRUST $462.37万0.27%247,126 6,3212.6% $11.83万 加仓
AEP AMERICAN ELEC PWR CO INC $460.41万0.27%35,124 1,8755.6% $24.58万 加仓
VSS VANGUARD INTL EQUITY INDEX F $451.38万0.26%30,961 5771.9% $8.41万 加仓
B BARRICK MNG CORP $445.75万0.26%109,278 3460.3% $1.41万 加仓
FLTB FIDELITY MERRIMACK STR TR $440.26万0.25%87,579 3,1753.8% $15.96万 加仓
EOG EOG RES INC $424.25万0.24%29,345 -2,275-7.2% -$32.89万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $423.53万0.24%81,790 -9,525-10.4% -$49.32万 减仓
ODFL OLD DOMINION FREIGHT LINE IN $420.41万0.24%21,515 2341.1% $4.57万 加仓
VWOB VANGUARD WHITEHALL FDS $419.50万0.24%63,860 1,2772.0% $8.39万 加仓
FANG DIAMONDBACK ENERGY INC $413.72万0.24%20,917 -4,279-17.0% -$84.64万 减仓
JNK SPDR SERIES TRUST $407.59万0.24%42,582 6291.5% $6.02万 加仓
CPAY CORPAY INC $400.87万0.23%13,776 340.2% $9,894 加仓
TOL TOLL BROTHERS INC $396.51万0.23%29,054 2430.8% $3.32万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $394.52万0.23%100,055 15,85518.8% $62.52万 加仓
BDVL BLACKROCK ETF TRUST $394.43万0.23%160,011 -2,631-1.6% -$6.49万 减仓
QQQM INVESCO EXCH TRADED FD TR II $393.81万0.23%16,573 2,73319.7% $64.94万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $393.04万0.23%11,630 1,86819.1% $63.13万 加仓
SPMO INVESCO EXCH TRADED FD TR II $389.32万0.22%34,726 15,90384.5% $178.29万 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $381.18万0.22%152,257 -8,573-5.3% -$21.46万 减仓
IWF ISHARES TR $371.82万0.21%8,720 30.0% $1,279 加仓
DEM WISDOMTREE TR $370.46万0.21%74,554 -3,651-4.7% -$18.14万 减仓
OEF ISHARES TR $367.05万0.21%11,540 -38,872-77.1% -$1,236.38万 减仓
VXUS VANGUARD STAR FDS $365.53万0.21%47,403 -1,518-3.1% -$11.71万 减仓
ETR ENTERGY CORP NEW $364.64万0.21%32,453 4,94818.0% $55.60万 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $364.25万0.21%30,518 20.0% $239 加仓
DRSK ETF SER SOLUTIONS $362.53万0.21%132,649 6,4135.1% $17.53万 加仓
RSP INVESCO EXCHANGE TRADED FD T $354.62万0.20%18,478 1,3497.9% $25.89万 加仓
LZB LA Z BOY INC $353.08万0.20%109,856 00.0% — 不变
IWC ISHARES TR $345.78万0.20%21,664 10.0% $160 加仓
ED CONSOLIDATED EDISON INC $344.31万0.20%30,422 -869-2.8% -$9.84万 减仓
VB VANGUARD INDEX FDS $342.33万0.20%13,071 2,75426.7% $72.13万 加仓
VXF VANGUARD INDEX FDS $341.77万0.20%16,607 -398-2.3% -$8.19万 减仓
LLY ELI LILLY & CO $341.20万0.20%3,710 3249.6% $29.80万 加仓
GNR SPDR INDEX SHS FDS $339.70万0.20%45,494 -2,791-5.8% -$20.84万 减仓
META META PLATFORMS INC $337.39万0.19%5,897 67512.9% $38.62万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $330.11万0.19%11,276 370.3% $1.08万 加仓
MRK MERCK & CO INC $323.09万0.19%26,860 4431.7% $5.33万 加仓
IDUB ETF SER SOLUTIONS $318.17万0.18%128,969 2,8822.3% $7.11万 加仓
VYM VANGUARD WHITEHALL FDS $312.75万0.18%21,117 5,74537.4% $85.08万 加仓
XLP SELECT SECTOR SPDR TR $307.35万0.18%37,491 2,3916.8% $19.60万 加仓
ULTA ULTA BEAUTY INC $302.77万0.17%5,792 -631-9.8% -$32.99万 减仓
IAU ISHARES GOLD TR $299.54万0.17%33,976 -32,652-49.0% -$287.86万 减仓
AMLP ALPS ETF TR $298.89万0.17%56,780 -1,808-3.1% -$9.52万 减仓
XLI SELECT SECTOR SPDR TR $296.28万0.17%18,319 6453.6% $10.43万 加仓
XLV SELECT SECTOR SPDR TR $296.23万0.17%20,206 7914.1% $11.60万 加仓
CEG CONSTELLATION ENERGY CORP $291.92万0.17%10,454 4,62579.3% $129.15万 加仓
GDX VANECK ETF TRUST $290.93万0.17%31,702 -3,725-10.5% -$34.18万 减仓
FIS FIDELITY NATL INFORMATION SV $282.42万0.16%60,205 3,3946.0% $15.92万 加仓
LRCX LAM RESEARCH CORP $281.86万0.16%13,192 5454.3% $11.64万 加仓
BIL SPDR SERIES TRUST $281.82万0.16%30,752 13,33176.5% $122.17万 加仓
BLDR BUILDERS FIRSTSOURCE INC $281.06万0.16%34,138 4201.2% $3.46万 加仓
KMI KINDER MORGAN INC DEL $277.20万0.16%82,674 240.0% $805 加仓
IYW ISHARES TR $276.83万0.16%15,259 -192-1.2% -$3.48万 减仓
VCIT VANGUARD SCOTTSDALE FDS $268.27万0.15%32,419 610.2% $5,048 加仓
STIP ISHARES TR $267.84万0.15%25,896 6982.8% $7.22万 加仓
DGRW WISDOMTREE TR $267.75万0.15%30,481 -31-0.1% -$2,723 减仓
XLC SELECT SECTOR SPDR TR $267.35万0.15%24,116 2361.0% $2.62万 加仓
V VISA INC $267.07万0.15%8,836 2,78546.0% $84.18万 加仓
BF/B BROWN FORMAN CORP $265.89万0.15%100,562 50,10499.3% $132.47万 加仓
FDS FACTSET RESH SYS INC $264.87万0.15%12,207 4,72663.2% $102.55万 加仓
SMH VANECK ETF TRUST $264.62万0.15%6,902 1432.1% $5.48万 加仓
GNRC GENERAC HLDGS INC $262.97万0.15%13,463 -2,285-14.5% -$44.63万 减仓
JBND J P MORGAN EXCHANGE TRADED F $262.28万0.15%48,779 6,83316.3% $36.74万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $261.68万0.15%46,168 3620.8% $2.05万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $260.10万0.15%27,771 -67-0.2% -$6,275 减仓
FTA FIRST TR EXCHANGE-TRADED ALP $257.72万0.15%27,907 -110-0.4% -$1.02万 减仓
GIGB GOLDMAN SACHS ETF TR $253.91万0.15%55,440 22,12266.4% $101.32万 加仓
GSIE GOLDMAN SACHS ETF TR $252.71万0.15%58,592 -34,829-37.3% -$150.22万 减仓
USMV ISHARES TR $252.02万0.15%27,174 6502.5% $6.03万 加仓
HEFA ISHARES TR $252.01万0.15%59,304 -366-0.6% -$1.56万 减仓
IUSV ISHARES TR $247.63万0.14%24,218 00.0% — 不变
RLY SSGA ACTIVE ETF TR $245.86万0.14%68,012 -6,255-8.4% -$22.61万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $245.33万0.14%53,252 5,49111.5% $25.30万 加仓
SCHV SCHWAB STRATEGIC TR $243.57万0.14%79,860 3,2884.3% $10.03万 加仓
— GOLDMAN SACHS ETF TR $243.23万0.14%54,569 -15,541-22.2% -$69.27万 减仓
ZTS ZOETIS INC $241.45万0.14%20,426 3281.6% $3.88万 加仓
FXR FIRST TR EXCHANGE-TRADED FD $240.92万0.14%29,514 -3,744-11.3% -$30.56万 减仓
QQQE DIREXION SHARES ETF TRUST $236.50万0.14%24,003 6022.6% $5.93万 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $234.07万0.14%41,911 -989-2.3% -$5.52万 减仓
VTIP VANGUARD MALVERN FDS $232.65万0.13%46,577 -11,709-20.1% -$58.49万 减仓
OSCV ETF SER SOLUTIONS $229.56万0.13%58,204 2,3524.2% $9.28万 加仓
ESGU ISHARES TR $223.22万0.13%15,784 -137-0.9% -$1.94万 减仓
ZM ZOOM COMMUNICATIONS INC $223.18万0.13%27,762 27,762— $223.18万 新建仓
SHM SPDR SERIES TRUST $221.49万0.13%46,307 1,0232.3% $4.89万 加仓
VTV VANGUARD INDEX FDS $221.04万0.13%11,266 -569-4.8% -$11.16万 减仓
SPYD SPDR SERIES TRUST $220.14万0.13%48,361 -1,268-2.6% -$5.77万 减仓
TSLA TESLA INC $219.83万0.13%5,913 1512.6% $5.61万 加仓
SO SOUTHERN CO $219.17万0.13%22,707 6152.8% $5.94万 加仓
EFA ISHARES TR $214.91万0.12%22,126 1,3826.7% $13.42万 加仓
IWD ISHARES TR $211.77万0.12%9,911 -251-2.5% -$5.36万 减仓
KMB KIMBERLY-CLARK CORP $210.51万0.12%21,822 -73-0.3% -$7,042 减仓
QTEC FIRST TR EXCHANGE-TRADED FD $210.37万0.12%9,740 -544-5.3% -$11.75万 减仓
SCZ ISHARES TR $210.05万0.12%26,788 1,7056.8% $13.37万 加仓
BAC BANK AMERICA CORP $210.01万0.12%43,078 -938-2.1% -$4.57万 减仓
IDV ISHARES TR $206.55万0.12%48,531 18,76163.0% $79.85万 加仓
BND VANGUARD BD INDEX FDS $203.16万0.12%27,588 13,07190.0% $96.25万 加仓
GPIQ GOLDMAN SACHS ETF TR $201.71万0.12%40,758 6,40518.6% $31.70万 加仓
XLY SELECT SECTOR SPDR TR $196.22万0.11%18,005 2,40915.4% $26.25万 加仓
ADME ETF SER SOLUTIONS $195.82万0.11%39,615 1,2353.2% $6.10万 加仓