Royal Fund Management, LLC
Lady Lake FL · SEC CIK 0001810099
$10.54亿2026Q1 申报市值
297持仓数
19.8%前十大占比 · 第一大 3.3%
43 / 29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
DIA 新建仓+$1,422.23万
IJS 新建仓+$1,347.29万
ITA 新建仓+$1,295.06万
XLB 新建仓+$1,212.51万
GOOG 加仓+$1,195.27万
2026Q1 卖出最多 按季末市值估算
VRT 减仓-$2,146.60万
XLC 清仓-$1,528.37万
SPY 减仓-$1,410.78万
IGV 清仓-$1,249.18万
WMT 减仓-$1,177.64万
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 |
|---|---|---|---|---|---|---|---|---|
| KCE | SPDR SERIES TRUST | $724.90万 | 0.69% | 52,590 | -265 | -0.5% | -$3.65万 | 减仓 |
| IUSB | ISHARES TR | $735.18万 | 0.70% | 159,169 | -2,959 | -1.8% | -$13.67万 | 减仓 |
| INDA | ISHARES TR | $735.72万 | 0.70% | 156,976 | 1,553 | 1.0% | $7.28万 | 加仓 |
| AMGN | AMGEN INC | $740.87万 | 0.70% | 21,019 | 342 | 1.7% | $12.05万 | 加仓 |
| TLH | ISHARES TR | $760.36万 | 0.72% | 75,498 | 58,359 | 340.5% | $587.75万 | 加仓 |
| META | META PLATFORMS INC | $793.62万 | 0.75% | 13,870 | 1,726 | 14.2% | $98.76万 | 加仓 |
| MGK | VANGUARD WORLD FD | $797.53万 | 0.76% | 21,669 | 78 | 0.4% | $2.87万 | 加仓 |
| MRK | MERCK & CO INC | $827.62万 | 0.79% | 68,809 | -391 | -0.6% | -$4.70万 | 减仓 |
| PSX | PHILLIPS 66 | $843.93万 | 0.80% | 46,312 | -7,589 | -14.1% | -$138.29万 | 减仓 |
| IXJ | ISHARES TR | $861.39万 | 0.82% | 92,011 | -848 | -0.9% | -$7.94万 | 减仓 |
| DGRO | ISHARES TR | $864.79万 | 0.82% | 123,218 | -4,431 | -3.5% | -$31.10万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $875.64万 | 0.83% | 48,539 | 2,596 | 5.7% | $46.83万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $883.17万 | 0.84% | 303,169 | -8,005 | -2.6% | -$23.32万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $897.37万 | 0.85% | 54,674 | 2,096 | 4.0% | $34.40万 | 加仓 |
| VHT | VANGUARD WORLD FD | $903.33万 | 0.86% | 33,121 | 1,935 | 6.2% | $52.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $909.19万 | 0.86% | 37,181 | -539 | -1.4% | -$13.18万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $919.79万 | 0.87% | 20,983 | -470 | -2.2% | -$20.60万 | 减仓 |
| IWN | ISHARES TR | $980.41万 | 0.93% | 39,407 | 39,407 | — | $980.41万 | 新建仓 |
| MTUM | ISHARES TR | $1,007.05万 | 0.96% | 41,866 | -1,154 | -2.7% | -$27.76万 | 减仓 |
| ABBV | ABBVIE INC | $1,028.20万 | 0.98% | 47,238 | 3,097 | 7.0% | $67.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,053.04万 | 1.00% | 43,394 | 5,536 | 14.6% | $134.34万 | 加仓 |
| GLD | SPDR GOLD TR | $1,054.56万 | 1.00% | 24,508 | -16,123 | -39.7% | -$693.76万 | 减仓 |
| AVGO | BROADCOM INC | $1,069.22万 | 1.01% | 34,540 | 107 | 0.3% | $3.31万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,086.00万 | 1.03% | 15,508 | 275 | 1.8% | $19.26万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,132.73万 | 1.08% | 93,497 | 9,405 | 11.2% | $113.94万 | 加仓 |
| WMT | WALMART INC | $1,154.57万 | 1.10% | 92,867 | -94,723 | -50.5% | -$1,177.64万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $1,212.51万 | 1.15% | 242,648 | 242,648 | — | $1,212.51万 | 新建仓 |
| GOOG | ALPHABET INC | $1,218.25万 | 1.16% | 42,355 | 41,556 | 5,201.0% | $1,195.27万 | 加仓 |
| AAPL | APPLE INC | $1,222.48万 | 1.16% | 48,168 | 7,030 | 17.1% | $178.42万 | 加仓 |
| ITA | ISHARES TR | $1,295.06万 | 1.23% | 59,202 | 59,202 | — | $1,295.06万 | 新建仓 |
| RTX | RTX CORPORATION | $1,318.62万 | 1.25% | 68,325 | 13,672 | 25.0% | $263.86万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,327.92万 | 1.26% | 82,107 | 30,275 | 58.4% | $489.64万 | 重新持有 |
| IJS | ISHARES TR | $1,347.29万 | 1.28% | 113,743 | 113,743 | — | $1,347.29万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,422.23万 | 1.35% | 30,705 | 30,705 | — | $1,422.23万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $1,505.64万 | 1.43% | 51,146 | 434 | 0.9% | $12.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,568.86万 | 1.49% | 42,300 | 4,540 | 12.0% | $168.38万 | 加仓 |
| IVW | ISHARES TR | $1,622.91万 | 1.54% | 143,445 | 460 | 0.3% | $5.20万 | 加仓 |
| TLT | ISHARES TR | $1,740.15万 | 1.65% | 200,732 | 305 | 0.2% | $2.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,069.01万 | 1.96% | 118,635 | -780 | -0.7% | -$13.60万 | 减仓 |
| XBI | SPDR SERIES TRUST | $2,081.40万 | 1.98% | 162,850 | 19,137 | 13.3% | $244.59万 | 加仓 |
| EFA | ISHARES TR | $2,084.79万 | 1.98% | 214,639 | 66,746 | 45.1% | $648.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,288.34万 | 3.12% | 56,848 | 863 | 1.5% | $49.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,488.38万 | 3.31% | 58,157 | -89 | -0.2% | -$5.34万 | 减仓 |