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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $22.67万 | 0.01% | 1,731 | 1,731 | — | $22.67万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $22.60万 | 0.01% | 1,146 | 1,146 | — | $22.60万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $22.52万 | 0.01% | 1,136 | -35 | -3.0% | -$6,939 | 减仓 |
| IBTG | ISHARES TR | $22.30万 | 0.01% | 9,730 | -11,619 | -54.4% | -$26.63万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $22.27万 | 0.01% | 1,409 | 1,409 | — | $22.27万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $22.20万 | 0.01% | 2,178 | 2,178 | — | $22.20万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $22.20万 | 0.01% | 1,287 | 1,287 | — | $22.20万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $22.15万 | 0.01% | 4,262 | 4,262 | — | $22.15万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $22.09万 | 0.01% | 2,497 | 2,497 | — | $22.09万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $22.00万 | 0.01% | 11,212 | -1,023 | -8.4% | -$2.01万 | 减仓 |
| IWR | ISHARES TR | $21.98万 | 0.01% | 2,261 | 2,261 | — | $21.98万 | 新建仓 |
| CRM | SALESFORCE INC | $21.97万 | 0.01% | 1,177 | 184 | 18.5% | $3.43万 | 加仓 |
| CSX | CSX CORP | $21.97万 | 0.01% | 5,351 | 5,351 | — | $21.97万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.93万 | 0.01% | 1,573 | 1,573 | — | $21.93万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $21.73万 | 0.01% | 12,730 | -90 | -0.7% | -$1,536 | 减仓 |
| EAGG | ISHARES TR | $21.67万 | 0.01% | 4,558 | 4,558 | — | $21.67万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.67万 | 0.01% | 3,260 | -1,844 | -36.1% | -$12.26万 | 重新持有 |
| CTVA | CORTEVA INC | $21.39万 | 0.01% | 2,555 | 2,555 | — | $21.39万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $21.28万 | 0.01% | 5,685 | -1,470 | -20.5% | -$5.50万 | 重新持有 |
| SMR | NUSCALE PWR CORP | $21.16万 | 0.01% | 19,522 | 4,407 | 29.2% | $4.78万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $21.11万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $21.01万 | 0.01% | 2,331 | 2,331 | — | $21.01万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.01万 | 0.01% | 2,309 | 2,309 | — | $21.01万 | 新建仓 |
| ENB | ENBRIDGE INC | $21.01万 | 0.01% | 3,880 | 3,880 | — | $21.01万 | 新建仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $20.88万 | 0.01% | 25,094 | -1,302 | -4.9% | -$1.08万 | 减仓 |
| IAK | ISHARES TR | $20.83万 | 0.01% | 1,623 | -432 | -21.0% | -$5.54万 | 减仓 |
| WU | WESTERN UN CO | $20.77万 | 0.01% | 23,787 | 23,787 | — | $20.77万 | 新建仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $20.65万 | 0.01% | 17,379 | 3,843 | 28.4% | $4.57万 | 加仓 |
| MCK | MCKESSON CORP | $20.51万 | 0.01% | 237 | 237 | — | $20.51万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $20.38万 | 0.01% | 4,951 | 4,951 | — | $20.38万 | 新建仓 |
| OUSM | ALPS ETF TR | $20.33万 | 0.01% | 4,648 | -2,793 | -37.5% | -$12.22万 | 重新持有 |
| VFH | VANGUARD WORLD FD | $20.20万 | 0.01% | 1,672 | -276 | -14.2% | -$3.34万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $20.06万 | 0.01% | 2,892 | 2,892 | — | $20.06万 | 新建仓 |
| — | ASSERTIO HOLDINGS INC | $19.57万 | 0.01% | 203,000 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY ETF TR | $18.84万 | 0.01% | 17,081 | 45 | 0.3% | $496 | 加仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $18.34万 | 0.01% | 43,553 | -5,506 | -11.2% | -$2.32万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $17.82万 | 0.01% | 15,406 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $16.36万 | 0.01% | 18,100 | 18,100 | — | $16.36万 | 新建仓 |
| — | NUVEEN NEW JERSEY | $15.86万 | 0.01% | 12,892 | -4,070 | -24.0% | -$5.01万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $15.15万 | 0.01% | 17,250 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $15.10万 | 0.01% | 12,686 | -341 | -2.6% | -$4,058 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $15.00万 | 0.01% | 10,392 | 93 | 0.9% | $1,342 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $14.86万 | 0.01% | 15,000 | 15,000 | — | $14.86万 | 新建仓 |
| ELVA | ELECTROVAYA INC | $11.55万 | 0.01% | 14,772 | 1,915 | 14.9% | $1.50万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $11.35万 | 0.01% | 13,000 | 13,000 | — | $11.35万 | 新建仓 |
| NEWT | NEWTEKONE INC | $11.17万 | 0.01% | 10,203 | 10,203 | — | $11.17万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $8.37万 | 0.00% | 13,606 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $8.34万 | 0.00% | 18,821 | 18,821 | — | $8.34万 | 新建仓 |
| AIOT | POWERFLEET INC | $8.15万 | 0.00% | 26,465 | 11,142 | 72.7% | $3.43万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $6.95万 | 0.00% | 13,439 | 825 | 6.5% | $4,265 | 加仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $5.99万 | 0.00% | 13,350 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $5.76万 | 0.00% | 16,686 | 541 | 3.4% | $1,866 | 加仓 |
| PSEC | PROSPECT CAP CORP | $5.43万 | 0.00% | 20,788 | 2,766 | 15.3% | $7,219 | 加仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -39,081 | -100.0% | -$158.79万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -12,214 | -100.0% | -$129.09万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,397 | -100.0% | -$92.56万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,871 | -100.0% | -$83.46万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -21,168 | -100.0% | -$82.87万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -3,690 | -100.0% | -$76.10万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -8,554 | -100.0% | -$61.12万 | 清仓 |
| IQDF | FLEXSHARES TR | $0 | 0.00% | 0 | -18,627 | -100.0% | -$56.63万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,215 | -100.0% | -$55.17万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -795 | -100.0% | -$38.74万 | 清仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $0 | 0.00% | 0 | -9,242 | -100.0% | -$37.30万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -4,357 | -100.0% | -$34.67万 | 清仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,202 | -100.0% | -$31.06万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -3,199 | -100.0% | -$27.37万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,298 | -100.0% | -$25.69万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,036 | -100.0% | -$25.26万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,213 | -100.0% | -$25.03万 | 清仓 |
| UAA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -27,575 | -100.0% | -$13.70万 | 清仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $0 | 0.00% | 0 | -35,900 | -100.0% | -$13.53万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -12,279 | -100.0% | -$12.24万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -19,765 | -100.0% | -$7.51万 | 清仓 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -13,565 | -100.0% | -$7.03万 | 清仓 |
| INDI | INDIE SEMICONDUCTOR INC | $0 | 0.00% | 0 | -14,238 | -100.0% | -$5.03万 | 清仓 |
| — | WEREWOLF THERAPEUTICS INC | $0 | 0.00% | 0 | -52,593 | -100.0% | -$3.33万 | 清仓 |
| ABEV | AMBEV SA | $0 | 0.00% | 0 | -11,148 | -100.0% | -$2.75万 | 清仓 |
| — | CO-DIAGNOSTICS INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$4,215 | 清仓 |
| — | INCANNEX HEALTHCARE INC | $0 | 0.00% | 0 | -10,445 | -100.0% | -$3,740 | 清仓 |