Regal Investment Advisors LLC
KENTWOOD MI · SEC CIK 0001559789
$19.25亿2026Q2 申报市值
647持仓数
21.3%前十大占比 · 第一大 6.6%
44 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$2,511.76万
IUSB 加仓+$951.63万
CORO 新建仓+$727.43万
IALT 新建仓+$538.70万
GGOV 新建仓+$432.35万
2026Q2 卖出最多 按季末市值估算
EFV 减仓-$797.47万
QUAL 减仓-$734.97万
IEMG 减仓-$564.26万
IAGG 清仓-$489.94万
PROSHARES TR II 减仓-$455.78万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.26亿 | 6.57% | 168,826 | 33,540 | 24.8% | $2,511.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,200.87万 | 2.18% | 57,047 | 2,131 | 3.9% | $156.92万 | 加仓 |
| AAPL | APPLE INC | $3,635.92万 | 1.89% | 125,654 | -1,544 | -1.2% | -$44.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,575.45万 | 1.86% | 47,879 | 1,137 | 2.4% | $84.91万 | 加仓 |
| IUSB | ISHARES TR | $3,225.93万 | 1.68% | 699,010 | 206,204 | 41.8% | $951.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,873.38万 | 1.49% | 906,142 | -2,677 | -0.3% | -$8.49万 | 减仓 |
| LQD | ISHARES TR | $2,782.08万 | 1.45% | 255,073 | 10,427 | 4.3% | $113.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,739.24万 | 1.42% | 136,901 | 3,835 | 2.9% | $76.73万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $2,670.78万 | 1.39% | 284,367 | 12,505 | 4.6% | $117.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,652.20万 | 1.38% | 307,894 | -9,140 | -2.9% | -$78.73万 | 减仓 |
| IVW | ISHARES TR | $2,350.71万 | 1.22% | 170,924 | 1,999 | 1.2% | $27.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,283.04万 | 1.19% | 61,204 | 915 | 1.5% | $34.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,248.92万 | 1.17% | 315,638 | 2,691 | 0.9% | $19.17万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,018.70万 | 1.05% | 296,824 | 11,644 | 4.1% | $79.19万 | 加仓 |
| IJR | ISHARES TR | $1,845.64万 | 0.96% | 124,445 | 2,242 | 1.8% | $33.25万 | 加仓 |
| IVE | ISHARES TR | $1,825.02万 | 0.95% | 80,376 | -14,523 | -15.3% | -$329.76万 | 减仓 |
| ABBV | ABBVIE INC | $1,744.31万 | 0.91% | 69,318 | -2,603 | -3.6% | -$65.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,659.68万 | 0.86% | 65,349 | -3,841 | -5.6% | -$97.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,647.07万 | 0.86% | 44,510 | 2,921 | 7.0% | $108.09万 | 加仓 |
| IEFA | ISHARES TR | $1,578.35万 | 0.82% | 163,424 | -2,461 | -1.5% | -$23.77万 | 减仓 |
| IEMG | ISHARES INC | $1,533.67万 | 0.80% | 185,137 | -68,115 | -26.9% | -$564.26万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1,465.99万 | 0.76% | 87,023 | 216 | 0.2% | $3.64万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,457.50万 | 0.76% | 244,178 | 8,124 | 3.4% | $48.49万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,439.18万 | 0.75% | 146,556 | -5,314 | -3.5% | -$52.18万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,316.11万 | 0.68% | 173,447 | -423 | -0.2% | -$3.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,288.45万 | 0.67% | 54,452 | -3,008 | -5.2% | -$71.18万 | 减仓 |
| MTUM | ISHARES TR | $1,260.44万 | 0.65% | 36,766 | -1,693 | -4.4% | -$58.04万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,226.10万 | 0.64% | 335,642 | 20,167 | 6.4% | $73.67万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,167.49万 | 0.61% | 82,281 | 640 | 0.8% | $9.08万 | 加仓 |
| MUB | ISHARES TR | $1,150.35万 | 0.60% | 106,890 | 3,112 | 3.0% | $33.49万 | 加仓 |
| EFG | ISHARES TR | $1,114.60万 | 0.58% | 89,583 | 7,411 | 9.0% | $92.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,100.04万 | 0.57% | 16,017 | 494 | 3.2% | $33.93万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $1,081.60万 | 0.56% | 142,748 | 5,598 | 4.1% | $42.42万 | 加仓 |
| GOVT | ISHARES TR | $1,074.21万 | 0.56% | 471,560 | 58,226 | 14.1% | $132.64万 | 加仓 |
| AMZN | AMAZON COM INC | $1,066.53万 | 0.55% | 44,748 | 4,448 | 11.0% | $106.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,055.37万 | 0.55% | 146,676 | -2,085 | -1.4% | -$15.00万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,041.97万 | 0.54% | 197,643 | -49,769 | -20.1% | -$262.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,036.22万 | 0.54% | 70,664 | -3,239 | -4.4% | -$47.50万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,034.01万 | 0.54% | 62,380 | -2,726 | -4.2% | -$45.19万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1,001.25万 | 0.52% | 179,531 | 4,584 | 2.6% | $25.57万 | 加仓 |
| EEM | ISHARES TR | $985.84万 | 0.51% | 144,108 | -3,936 | -2.7% | -$26.93万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $975.62万 | 0.51% | 49,374 | -39 | -0.1% | -$7,706 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $975.29万 | 0.51% | 51,191 | -6,220 | -10.8% | -$118.50万 | 减仓 |
| EMR | EMERSON ELEC CO | $953.18万 | 0.50% | 66,586 | -3,455 | -4.9% | -$49.46万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $933.56万 | 0.48% | 220,491 | -7,295 | -3.2% | -$30.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $922.62万 | 0.48% | 32,809 | -1,772 | -5.1% | -$49.83万 | 减仓 |
| PFE | PFIZER INC | $912.17万 | 0.47% | 378,806 | -8,511 | -2.2% | -$20.49万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $877.07万 | 0.46% | 28,634 | 183 | 0.6% | $5.61万 | 加仓 |
| WMT | WALMART INC | $871.06万 | 0.45% | 76,908 | -3,295 | -4.1% | -$37.32万 | 减仓 |
| GOOGL | ALPHABET INC | $858.44万 | 0.45% | 24,021 | 151 | 0.6% | $5.40万 | 加仓 |
| MBB | ISHARES TR | $856.68万 | 0.45% | 90,635 | 12,749 | 16.4% | $120.50万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $851.18万 | 0.44% | 181,605 | 10,823 | 6.3% | $50.73万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $848.83万 | 0.44% | 96,590 | -2,448 | -2.5% | -$21.51万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $818.20万 | 0.43% | 105,018 | 2,429 | 2.4% | $18.92万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $818.04万 | 0.42% | 294,897 | 31,853 | 12.1% | $88.36万 | 加仓 |
| KO | COCA COLA CO | $812.12万 | 0.42% | 99,929 | -4,913 | -4.7% | -$39.93万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $787.97万 | 0.41% | 156,435 | 20,540 | 15.1% | $103.46万 | 加仓 |
| EFV | ISHARES TR | $757.74万 | 0.39% | 98,986 | -104,176 | -51.3% | -$797.47万 | 减仓 |
| AGG | ISHARES TR | $756.39万 | 0.39% | 76,418 | 4,192 | 5.8% | $41.49万 | 加仓 |
| MDT | MEDTRONIC PLC | $755.41万 | 0.39% | 96,561 | -4,950 | -4.9% | -$38.72万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $729.65万 | 0.38% | 75,666 | 3,503 | 4.9% | $33.78万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $727.43万 | 0.38% | 198,750 | 198,750 | — | $727.43万 | 新建仓 |
| T | AT&T INC | $722.35万 | 0.38% | 348,962 | -10,872 | -3.0% | -$22.51万 | 减仓 |
| IJH | ISHARES TR | $721.18万 | 0.37% | 93,526 | -838 | -0.9% | -$6.46万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $698.17万 | 0.36% | 152,773 | -12,294 | -7.4% | -$56.18万 | 减仓 |
| PFF | ISHARES TR | $689.63万 | 0.36% | 226,182 | -14,535 | -6.0% | -$44.32万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $685.56万 | 0.36% | 215,719 | 40,487 | 23.1% | $128.67万 | 加仓 |
| GOOG | ALPHABET INC | $677.12万 | 0.35% | 19,164 | -1,020 | -5.1% | -$36.04万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $672.99万 | 0.35% | 198,873 | 18,031 | 10.0% | $61.02万 | 加仓 |
| — | EXXON MOBIL CORP | $664.45万 | 0.35% | 48,600 | -3,604 | -6.9% | -$49.27万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $663.95万 | 0.34% | 35,861 | -2,392 | -6.3% | -$44.29万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $663.51万 | 0.34% | 123,766 | 6,825 | 5.8% | $36.59万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $659.52万 | 0.34% | 145,460 | -10,323 | -6.6% | -$46.80万 | 减仓 |
| AVGO | BROADCOM INC | $654.86万 | 0.34% | 17,336 | 2,374 | 15.9% | $89.68万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $642.33万 | 0.33% | 24,265 | -1,195 | -4.7% | -$31.63万 | 减仓 |
| TLH | ISHARES TR | $638.85万 | 0.33% | 63,662 | -19,085 | -23.1% | -$191.52万 | 减仓 |
| GLD | SPDR GOLD TR | $630.77万 | 0.33% | 17,123 | -633 | -3.6% | -$23.32万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $612.74万 | 0.32% | 25,216 | 210 | 0.8% | $5.10万 | 加仓 |
| AFL | AFLAC INC | $612.29万 | 0.32% | 52,221 | -3,889 | -6.9% | -$45.60万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $590.01万 | 0.31% | 136,861 | -75,530 | -35.6% | -$325.61万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $582.35万 | 0.30% | 103,861 | -3,093 | -2.9% | -$17.34万 | 减仓 |
| VO | VANGUARD INDEX FDS | $577.66万 | 0.30% | 71,696 | 1,360 | 1.9% | $10.96万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $573.90万 | 0.30% | 45,339 | -1,218 | -2.6% | -$15.42万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $567.53万 | 0.29% | 35,132 | 406 | 1.2% | $6.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $552.82万 | 0.29% | 12,758 | -434 | -3.3% | -$18.81万 | 减仓 |
| FLOT | ISHARES TR | $546.60万 | 0.28% | 107,071 | 3,972 | 3.9% | $20.28万 | 加仓 |
| MCD | MCDONALDS CORP | $543.06万 | 0.28% | 20,090 | -683 | -3.3% | -$18.46万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $541.40万 | 0.28% | 117,339 | -147 | -0.1% | -$6,783 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $538.70万 | 0.28% | 192,050 | 192,050 | — | $538.70万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $534.04万 | 0.28% | 11,182 | -448 | -3.9% | -$21.40万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $532.27万 | 0.28% | 123,381 | 23,326 | 23.3% | $100.63万 | 加仓 |
| CSCO | CISCO SYS INC | $530.41万 | 0.28% | 45,156 | -19,664 | -30.3% | -$230.98万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $529.27万 | 0.27% | 5,658 | -1,052 | -15.7% | -$98.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $518.65万 | 0.27% | 15,845 | -1,414 | -8.2% | -$46.28万 | 减仓 |
| LLY | ELI LILLY & CO | $518.61万 | 0.27% | 4,324 | 614 | 16.5% | $73.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $517.73万 | 0.27% | 10,347 | 183 | 1.8% | $9.16万 | 加仓 |
| TGT | TARGET CORP | $515.19万 | 0.27% | 39,445 | -2,602 | -6.2% | -$33.98万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $511.88万 | 0.27% | 8,812 | 99 | 1.1% | $5.75万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $489.58万 | 0.25% | 92,183 | -2,374 | -2.5% | -$12.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $488.98万 | 0.25% | 21,939 | -819 | -3.6% | -$18.25万 | 减仓 |