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
HDV ISHARES TR $192.15万0.11%14,158 -1,095-7.2% -$14.86万 减仓
MA MASTERCARD INCORPORATED $191.01万0.11%3,823 56917.5% $28.43万 加仓
TLT ISHARES TR $190.97万0.11%22,029 2,89415.1% $25.09万 加仓
VMBS VANGUARD SCOTTSDALE FDS $183.97万0.11%39,184 2,4886.8% $11.68万 加仓
SPYG SPDR SERIES TRUST $183.78万0.11%18,770 2,07512.4% $20.32万 加仓
IEUR ISHARES TR $183.43万0.11%26,104 -3,163-10.8% -$22.23万 减仓
SLV ISHARES SILVER TR $183.32万0.11%26,903 -4,752-15.0% -$32.38万 减仓
CME CME GROUP INC $181.02万0.10%6,129 70313.0% $20.76万 加仓
CLX CLOROX CO DEL $180.49万0.10%17,417 -470-2.6% -$4.87万 减仓
DUBS ETF SER SOLUTIONS $177.71万0.10%49,282 19,10163.3% $68.88万 加仓
AMD ADVANCED MICRO DEVICES INC $177.24万0.10%8,713 83710.6% $17.03万 加仓
IJT ISHARES TR $175.74万0.10%12,145 4043.4% $5.85万 加仓
IVLU ISHARES TR $174.70万0.10%44,027 44,027— $174.70万 新建仓
EWX SPDR INDEX SHS FDS $173.25万0.10%26,203 4621.8% $3.05万 加仓
TCAF T ROWE PRICE ETF INC $172.15万0.10%48,371 -1,245-2.5% -$4.43万 减仓
SHY ISHARES TR $170.91万0.10%20,699 -2,133-9.3% -$17.61万 减仓
GSUS GOLDMAN SACHS ETF TR $168.60万0.10%18,819 -23-0.1% -$2,061 减仓
VTEB VANGUARD MUN BD FDS $165.81万0.10%33,236 -2,625-7.3% -$13.10万 减仓
HYMB SPDR SERIES TRUST $163.60万0.09%65,966 2,7034.3% $6.70万 加仓
LOW LOWES COS INC $163.34万0.09%6,913 -194-2.7% -$4.58万 减仓
ADP AUTOMATIC DATA PROCESSING IN $162.92万0.09%8,018 -137-1.7% -$2.78万 减仓
ABT ABBOTT LABORATORIES $162.28万0.09%15,806 2,24316.5% $23.03万 加仓
FXU FIRST TR EXCHANGE-TRADED FD $161.34万0.09%32,534 1,8886.2% $9.36万 加仓
ACM AECOM $161.15万0.09%19,000 -349-1.8% -$2.96万 减仓
DEFR ETF SER SOLUTIONS $158.91万0.09%59,745 1,4112.4% $3.75万 加仓
AMGN AMGEN INC $155.88万0.09%4,430 -579-11.6% -$20.37万 减仓
SPYI NEOS ETF TRUST $155.33万0.09%31,462 31,462— $155.33万 新建仓
DVY ISHARES TR $154.93万0.09%10,232 -897-8.1% -$13.58万 减仓
LCTU BLACKROCK ETF TRUST $154.13万0.09%21,975 -2,515-10.3% -$17.64万 减仓
OKE ONEOK INC NEW $152.15万0.09%16,833 3,01021.8% $27.21万 加仓
GE GE AEROSPACE $150.07万0.09%5,288 1,64645.2% $46.71万 加仓
MS MORGAN STANLEY $147.14万0.08%8,941 2242.6% $3.69万 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $145.12万0.08%31,417 -15,657-33.3% -$72.32万 减仓
IWM ISHARES TR $144.05万0.08%5,809 3656.7% $9.05万 加仓
VGT VANGUARD WORLD FD $144.03万0.08%2,064 -60-2.8% -$4.19万 减仓
CAT CATERPILLAR INC $143.05万0.08%2,019 -23-1.1% -$1.63万 减仓
ORCL ORACLE CORP $140.53万0.08%9,553 8579.9% $12.61万 加仓
VOOV VANGUARD ADMIRAL FDS INC $139.69万0.08%6,855 83913.9% $17.10万 加仓
MAR MARRIOTT INTL INC NEW $138.24万0.08%4,227 4,227— $138.24万 新建仓
FTHI FIRST TR EXCHANGE TRADED FD $135.92万0.08%59,224 3,5436.4% $8.13万 加仓
IGIB ISHARES TR $135.60万0.08%25,479 11,42481.3% $60.80万 加仓
CRWD CROWDSTRIKE HLDGS INC $133.60万0.08%3,422 -655-16.1% -$25.57万 减仓
DIS DISNEY WALT CO $133.14万0.08%13,814 -295-2.1% -$2.84万 减仓
VBK VANGUARD INDEX FDS $131.48万0.08%4,350 3107.7% $9.37万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $130.97万0.08%11,365 -136-1.2% -$1.57万 减仓
EXPE EXPEDIA GROUP INC $130.04万0.08%5,632 4568.8% $10.53万 加仓
SPSM SPDR SERIES TRUST $128.87万0.07%26,670 1640.6% $7,924 加仓
APH AMPHENOL CORP $127.74万0.07%10,110 1771.8% $2.24万 加仓
UPSD ETF SER SOLUTIONS $127.48万0.07%49,992 1,6593.4% $4.23万 加仓
PRU PRUDENTIAL FINL INC $124.40万0.07%12,734 -250-1.9% -$2.44万 减仓
RSG REPUBLIC SVCS INC $124.00万0.07%5,661 4568.8% $9.99万 加仓
TXN TEXAS INSTRS INC $122.08万0.07%6,288 -875-12.2% -$16.99万 减仓
CASY CASEYS GEN STORES INC $121.41万0.07%1,668 744.6% $5.39万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $120.87万0.07%27,193 8623.3% $3.83万 加仓
AMJB JPMORGAN CHASE FINL CO LLC $120.44万0.07%34,838 4841.4% $1.67万 加仓
NEE NEXTERA ENERGY INC $120.35万0.07%12,958 -653-4.8% -$6.06万 减仓
CBOE CBOE GLOBAL MKTS INC $120.13万0.07%4,274 -878-17.0% -$24.68万 减仓
AON AON PLC $119.91万0.07%3,715 74925.3% $24.18万 加仓
SPGI S&P GLOBAL INC $118.91万0.07%2,796 1927.4% $8.17万 加仓
RTX RTX CORPORATION $118.85万0.07%6,161 61411.1% $11.84万 加仓
MPC MARATHON PETE CORP $118.80万0.07%4,865 57813.5% $14.11万 加仓
IEF ISHARES TR $118.13万0.07%12,378 1,80417.1% $17.22万 加仓
EMB ISHARES TR $117.11万0.07%12,467 -18,531-59.8% -$174.07万 减仓
HD HOME DEPOT INC $116.03万0.07%3,528 1213.6% $3.98万 加仓
PDBC INVESCO ACTVELY MNGD ETC FD $115.67万0.07%66,785 1,5462.4% $2.68万 加仓
VRTX VERTEX PHARMACEUTICALS INC $115.32万0.07%2,583 431.7% $1.92万 加仓
MU MICRON TECHNOLOGY INC $115.00万0.07%3,404 -12,358-78.4% -$417.51万 减仓
GEV GE VERNOVA INC $112.65万0.07%1,291 19918.2% $17.36万 加仓
SHW SHERWIN WILLIAMS CO $112.23万0.06%3,501 -36-1.0% -$1.15万 减仓
PANW PALO ALTO NETWORKS INC $111.96万0.06%6,984 4,187149.7% $67.12万 加仓
DSI ISHARES TR $111.05万0.06%9,164 -1,072-10.5% -$12.99万 减仓
AMAT APPLIED MATLS INC $110.88万0.06%3,244 80332.9% $27.45万 加仓
WWD WOODWARD INC $110.14万0.06%3,077 10.0% $358 加仓
— FIRST TR EXCHANGE-TRADED FD $109.85万0.06%17,239 00.0% — 不变
PSX PHILLIPS 66 $109.61万0.06%6,017 -1,386-18.7% -$25.25万 减仓
IJS ISHARES TR $108.93万0.06%9,196 2673.0% $3.16万 加仓
CMCSA COMCAST CORP NEW $108.77万0.06%37,887 27,847277.4% $79.95万 加仓
FXO FIRST TR EXCHANGE-TRADED FD $107.63万0.06%19,155 00.0% — 不变
NOW SERVICENOW INC $107.54万0.06%10,286 3,66055.2% $38.27万 加仓
LVHI LEGG MASON ETF INVT $106.89万0.06%26,366 -1,877-6.6% -$7.61万 减仓
IGE ISHARES TR $104.70万0.06%16,635 16,635— $104.70万 新建仓
KRYS KRYSTAL BIOTECH INC $104.62万0.06%4,050 -310-7.1% -$8.01万 减仓
CEF SPROTT ASSET MANAGEMENT LP $104.57万0.06%21,914 1,9689.9% $9.39万 加仓
ACN ACCENTURE PLC IRELAND $104.26万0.06%5,258 681.3% $1.35万 加仓
BMY BRISTOL-MYERS SQUIBB CO $102.96万0.06%16,975 4,70138.3% $28.51万 加仓
— HEWLETT PACKARD ENTERPRISE C $101.99万0.06%15,810 1,68912.0% $10.90万 加仓
NFG NATIONAL FUEL GAS CO $101.84万0.06%10,839 3,36545.0% $31.62万 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
IWB ISHARES TR $101.15万0.06%2,837 501.8% $1.78万 加仓
FMDE FIDELITY COVINGTON TRUST $100.42万0.06%27,925 -804-2.8% -$2.89万 减仓
XTL SPDR SERIES TRUST $99.63万0.06%5,298 5,298— $99.63万 新建仓
MP MP MATERIALS CORP $99.40万0.06%20,596 -248-1.2% -$1.20万 减仓
HEI HEICO CORP NEW $97.81万0.06%3,567 45014.4% $12.34万 加仓
JUCY ETF SER SOLUTIONS $97.58万0.06%44,054 1,4623.4% $3.24万 加仓
DHR DANAHER CORP DEL $97.06万0.06%5,119 2224.5% $4.21万 加仓
— KKR & CO INC $95.81万0.06%23,822 6,67338.9% $26.84万 加仓
NFLX NETFLIX INC. $95.80万0.06%9,963 -571-5.4% -$5.49万 减仓
FDVV FIDELITY COVINGTON TRUST $94.58万0.05%17,121 1,4639.3% $8.08万 加仓
AJG GALLAGHER ARTHUR J & CO $94.15万0.05%4,347 1,21838.9% $26.38万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $94.15万0.05%15,749 15,749— $94.15万 新建仓