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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $57.43万 | 0.03% | 1,612 | 127 | 8.6% | $4.52万 | 加仓 |
| VV | VANGUARD INDEX FDS | $56.81万 | 0.03% | 1,901 | -34 | -1.8% | -$1.02万 | 减仓 |
| SGOV | ISHARES TR | $56.49万 | 0.03% | 5,612 | -578 | -9.3% | -$5.82万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $56.29万 | 0.03% | 3,127 | 8 | 0.3% | $1,440 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $55.65万 | 0.03% | 11,048 | 11,048 | — | $55.65万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.96万 | 0.03% | 2,031 | -2,536 | -55.5% | -$68.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $54.39万 | 0.03% | 6,071 | -473 | -7.2% | -$4.24万 | 减仓 |
| C | CITIGROUP INC | $54.16万 | 0.03% | 4,775 | -6 | -0.1% | -$680 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $54.00万 | 0.03% | 10,904 | -6,692 | -38.0% | -$33.14万 | 减仓 |
| QCOM | QUALCOMM INC | $53.98万 | 0.03% | 4,192 | -105 | -2.4% | -$1.35万 | 减仓 |
| IYR | ISHARES TR | $53.96万 | 0.03% | 5,706 | 140 | 2.5% | $1.32万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $53.87万 | 0.03% | 35,791 | -1,476 | -4.0% | -$2.22万 | 减仓 |
| MGK | VANGUARD WORLD FD | $53.66万 | 0.03% | 1,460 | -4,273 | -74.5% | -$157.06万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $53.40万 | 0.03% | 19,175 | 1,059 | 5.8% | $2.95万 | 加仓 |
| MBWM | MERCANTILE BK CORP | $53.33万 | 0.03% | 10,560 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $53.09万 | 0.03% | 628 | -8 | -1.3% | -$6,763 | 减仓 |
| ISPY | PROSHARES TR | $52.64万 | 0.03% | 12,142 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $52.56万 | 0.03% | 30,702 | 4,281 | 16.2% | $7.33万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $52.55万 | 0.03% | 14,638 | 7,051 | 92.9% | $25.31万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $52.23万 | 0.03% | 9,231 | -194 | -2.1% | -$1.10万 | 减仓 |
| AOA | ISHARES TR | $52.08万 | 0.03% | 5,886 | 399 | 7.3% | $3.53万 | 加仓 |
| DRS | LEONARDO DRS INC | $51.87万 | 0.03% | 11,650 | 11,650 | — | $51.87万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $51.63万 | 0.03% | 3,250 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $51.50万 | 0.03% | 3,108 | 954 | 44.3% | $15.81万 | 加仓 |
| PSMT | PRICESMART INC | $51.37万 | 0.03% | 3,413 | 305 | 9.8% | $4.59万 | 加仓 |
| PI | IMPINJ INC | $51.08万 | 0.03% | 4,974 | 277 | 5.9% | $2.84万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $51.05万 | 0.03% | 2,037 | -53 | -2.5% | -$1.33万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $50.75万 | 0.03% | 10,229 | 100 | 1.0% | $4,961 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $50.62万 | 0.03% | 3,864 | -37 | -0.9% | -$4,847 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $50.29万 | 0.03% | 11,016 | 11,016 | — | $50.29万 | 新建仓 |
| USIG | ISHARES TR | $50.29万 | 0.03% | 9,816 | 86 | 0.9% | $4,406 | 加仓 |
| ANET | ARISTA NETWORKS INC | $50.07万 | 0.03% | 4,078 | 25 | 0.6% | $3,069 | 加仓 |
| BLK | BLACKROCK INC | $49.74万 | 0.03% | 517 | 1 | 0.2% | $962 | 加仓 |
| MAGS | LISTED FDS TR | $49.39万 | 0.03% | 8,524 | 126 | 1.5% | $7,300 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $48.70万 | 0.03% | 29,317 | -4,928 | -14.4% | -$8.19万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $48.66万 | 0.03% | 14,583 | 14,583 | — | $48.66万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $48.32万 | 0.03% | 10,148 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $48.18万 | 0.03% | 10,370 | 1,921 | 22.7% | $8.92万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $48.00万 | 0.03% | 9,811 | -90 | -0.9% | -$4,404 | 减仓 |
| DVYE | ISHARES INC | $47.59万 | 0.03% | 13,842 | 2,055 | 17.4% | $7.07万 | 加仓 |
| NKE | NIKE INC | $47.59万 | 0.03% | 9,009 | -1,171 | -11.5% | -$6.19万 | 减仓 |
| EVUS | ISHARES TR | $47.56万 | 0.03% | 14,940 | -2,662 | -15.1% | -$8.47万 | 减仓 |
| TDTF | FLEXSHARES TR | $47.22万 | 0.03% | 19,585 | -753 | -3.7% | -$1.82万 | 减仓 |
| HYDB | ISHARES TR | $47.17万 | 0.03% | 10,139 | -5,266 | -34.2% | -$24.50万 | 减仓 |
| SUSC | ISHARES TR | $47.10万 | 0.03% | 20,358 | -1,115 | -5.2% | -$2.58万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $46.77万 | 0.03% | 2,213 | -1,101 | -33.2% | -$23.27万 | 减仓 |
| LMUB | ISHARES TR | $46.73万 | 0.03% | 9,360 | 9,360 | — | $46.73万 | 新建仓 |
| NUE | NUCOR CORP | $46.63万 | 0.03% | 2,758 | -30 | -1.1% | -$5,072 | 减仓 |
| DBEF | DBX ETF TR | $46.19万 | 0.03% | 9,351 | -3,147 | -25.2% | -$15.55万 | 重新持有 |
| DGRO | ISHARES TR | $45.99万 | 0.03% | 6,553 | 730 | 12.5% | $5.12万 | 加仓 |
| SNA | SNAP ON INC | $45.56万 | 0.03% | 1,254 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $45.50万 | 0.03% | 13,565 | -3,379 | -19.9% | -$11.33万 | 减仓 |
| GSK | GSK PLC | $45.38万 | 0.03% | 8,222 | 942 | 12.9% | $5.20万 | 加仓 |
| MUNI | PIMCO ETF TR | $45.35万 | 0.03% | 8,689 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $44.06万 | 0.03% | 29,475 | 29,475 | — | $44.06万 | 新建仓 |
| WFC | WELLS FARGO & CO | $44.06万 | 0.03% | 5,535 | 16 | 0.3% | $1,274 | 加仓 |
| NLR | VANECK ETF TRUST | $43.69万 | 0.03% | 3,280 | 416 | 14.5% | $5.54万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $43.54万 | 0.03% | 12,004 | 321 | 2.7% | $1.16万 | 加仓 |
| FFLG | FIDELITY COVINGTON TRUST | $43.17万 | 0.02% | 15,523 | 6,396 | 70.1% | $17.79万 | 加仓 |
| AIQ | GLOBAL X FDS | $43.14万 | 0.02% | 9,244 | -60 | -0.6% | -$2,800 | 减仓 |
| IWP | ISHARES TR | $43.07万 | 0.02% | 3,362 | 261 | 8.4% | $3.34万 | 加仓 |
| GLDM | WORLD GOLD TR | $42.98万 | 0.02% | 4,637 | 1,329 | 40.2% | $12.32万 | 加仓 |
| SHLD | GLOBAL X FDS | $42.36万 | 0.02% | 5,980 | 1,257 | 26.6% | $8.90万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $42.05万 | 0.02% | 11,217 | 6 | 0.1% | $225 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $41.99万 | 0.02% | 8,918 | 1,199 | 15.5% | $5.64万 | 加仓 |
| HYGV | FLEXSHARES TR | $41.98万 | 0.02% | 10,480 | -11,091 | -51.4% | -$44.43万 | 减仓 |
| PWR | QUANTA SVCS INC | $41.83万 | 0.02% | 762 | 9 | 1.2% | $4,941 | 加仓 |
| IETC | ISHARES U S ETF TR | $41.58万 | 0.02% | 4,705 | 429 | 10.0% | $3.79万 | 加仓 |
| ESGD | ISHARES TR | $41.52万 | 0.02% | 4,342 | 18 | 0.4% | $1,721 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.19万 | 0.02% | 10,600 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $41.09万 | 0.02% | 3,826 | 137 | 3.7% | $1.47万 | 加仓 |
| WDAY | WORKDAY INC | $40.95万 | 0.02% | 3,152 | 1,451 | 85.3% | $18.85万 | 加仓 |
| INTC | INTEL CORP | $40.93万 | 0.02% | 9,274 | 2,249 | 32.0% | $9.92万 | 加仓 |
| MMM | 3M CO | $40.85万 | 0.02% | 2,813 | -404 | -12.6% | -$5.87万 | 减仓 |
| DMXF | ISHARES TR | $40.83万 | 0.02% | 5,411 | 5,411 | — | $40.83万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $40.74万 | 0.02% | 4,340 | 4,340 | — | $40.74万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $40.30万 | 0.02% | 989 | 61 | 6.6% | $2.49万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $40.10万 | 0.02% | 3,879 | -938 | -19.5% | -$9.70万 | 减仓 |
| PCAR | PACCAR INC | $39.50万 | 0.02% | 3,420 | 3,420 | — | $39.50万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $39.32万 | 0.02% | 1,300 | -167 | -11.4% | -$5.05万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $39.20万 | 0.02% | 5,741 | 5,741 | — | $39.20万 | 新建仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $38.80万 | 0.02% | 14,515 | 14,515 | — | $38.80万 | 新建仓 |
| MINT | PIMCO ETF TR | $38.79万 | 0.02% | 3,857 | -615 | -13.8% | -$6.19万 | 减仓 |
| CI | THE CIGNA GROUP | $38.76万 | 0.02% | 1,453 | 21 | 1.5% | $5,602 | 加仓 |
| HUBS | HUBSPOT INC | $38.15万 | 0.02% | 1,563 | 259 | 19.9% | $6.32万 | 加仓 |
| IDOG | ALPS ETF TR | $37.88万 | 0.02% | 9,095 | -511 | -5.3% | -$2.13万 | 减仓 |
| IGRO | ISHARES TR | $37.62万 | 0.02% | 4,491 | 838 | 22.9% | $7.02万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $36.80万 | 0.02% | 9,894 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $36.45万 | 0.02% | 12,592 | 324 | 2.6% | $9,380 | 加仓 |
| SDY | SPDR SERIES TRUST | $36.10万 | 0.02% | 2,474 | -96 | -3.7% | -$1.40万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $35.94万 | 0.02% | 11,383 | 11,383 | — | $35.94万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $35.91万 | 0.02% | 9,450 | -578 | -5.8% | -$2.20万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $35.87万 | 0.02% | 5,025 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $35.53万 | 0.02% | 1,853 | 112 | 6.4% | $2.15万 | 加仓 |
| CVS | CVS HEALTH CORP | $35.52万 | 0.02% | 4,946 | -930 | -15.8% | -$6.68万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $35.51万 | 0.02% | 9,200 | -310 | -3.3% | -$1.20万 | 减仓 |
| OKLO | OKLO INC | $35.31万 | 0.02% | 7,120 | 7,120 | — | $35.31万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $35.16万 | 0.02% | 28,042 | -3,412 | -10.8% | -$4.28万 | 减仓 |
| TPLC | TIMOTHY PLAN | $34.95万 | 0.02% | 7,526 | 211 | 2.9% | $9,799 | 加仓 |
| AOR | ISHARES TR | $34.63万 | 0.02% | 5,382 | -809 | -13.1% | -$5.21万 | 减仓 |