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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,488.38万 | 3.31% | 58,157 | -89 | -0.2% | -$5.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,288.34万 | 3.12% | 56,848 | 863 | 1.5% | $49.92万 | 加仓 |
| EFA | ISHARES TR | $2,084.79万 | 1.98% | 214,639 | 66,746 | 45.1% | $648.30万 | 加仓 |
| XBI | SPDR SERIES TRUST | $2,081.40万 | 1.98% | 162,850 | 19,137 | 13.3% | $244.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,069.01万 | 1.96% | 118,635 | -780 | -0.7% | -$13.60万 | 减仓 |
| TLT | ISHARES TR | $1,740.15万 | 1.65% | 200,732 | 305 | 0.2% | $2.64万 | 加仓 |
| IVW | ISHARES TR | $1,622.91万 | 1.54% | 143,445 | 460 | 0.3% | $5.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,568.86万 | 1.49% | 42,300 | 4,540 | 12.0% | $168.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,505.64万 | 1.43% | 51,146 | 434 | 0.9% | $12.78万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,422.23万 | 1.35% | 30,705 | 30,705 | — | $1,422.23万 | 新建仓 |
| IJS | ISHARES TR | $1,347.29万 | 1.28% | 113,743 | 113,743 | — | $1,347.29万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $1,327.92万 | 1.26% | 82,107 | 30,275 | 58.4% | $489.64万 | 重新持有 |
| RTX | RTX CORPORATION | $1,318.62万 | 1.25% | 68,325 | 13,672 | 25.0% | $263.86万 | 加仓 |
| ITA | ISHARES TR | $1,295.06万 | 1.23% | 59,202 | 59,202 | — | $1,295.06万 | 新建仓 |
| AAPL | APPLE INC | $1,222.48万 | 1.16% | 48,168 | 7,030 | 17.1% | $178.42万 | 加仓 |
| GOOG | ALPHABET INC | $1,218.25万 | 1.16% | 42,355 | 41,556 | 5,201.0% | $1,195.27万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1,212.51万 | 1.15% | 242,648 | 242,648 | — | $1,212.51万 | 新建仓 |
| WMT | WALMART INC | $1,154.57万 | 1.10% | 92,867 | -94,723 | -50.5% | -$1,177.64万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,132.73万 | 1.08% | 93,497 | 9,405 | 11.2% | $113.94万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,086.00万 | 1.03% | 15,508 | 275 | 1.8% | $19.26万 | 加仓 |
| AVGO | BROADCOM INC | $1,069.22万 | 1.01% | 34,540 | 107 | 0.3% | $3.31万 | 加仓 |
| GLD | SPDR GOLD TR | $1,054.56万 | 1.00% | 24,508 | -16,123 | -39.7% | -$693.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,053.04万 | 1.00% | 43,394 | 5,536 | 14.6% | $134.34万 | 加仓 |
| ABBV | ABBVIE INC | $1,028.20万 | 0.98% | 47,238 | 3,097 | 7.0% | $67.41万 | 加仓 |
| MTUM | ISHARES TR | $1,007.05万 | 0.96% | 41,866 | -1,154 | -2.7% | -$27.76万 | 减仓 |
| IWN | ISHARES TR | $980.41万 | 0.93% | 39,407 | 39,407 | — | $980.41万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $919.79万 | 0.87% | 20,983 | -470 | -2.2% | -$20.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $909.19万 | 0.86% | 37,181 | -539 | -1.4% | -$13.18万 | 减仓 |
| VHT | VANGUARD WORLD FD | $903.33万 | 0.86% | 33,121 | 1,935 | 6.2% | $52.77万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $897.37万 | 0.85% | 54,674 | 2,096 | 4.0% | $34.40万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $883.17万 | 0.84% | 303,169 | -8,005 | -2.6% | -$23.32万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $875.64万 | 0.83% | 48,539 | 2,596 | 5.7% | $46.83万 | 加仓 |
| DGRO | ISHARES TR | $864.79万 | 0.82% | 123,218 | -4,431 | -3.5% | -$31.10万 | 减仓 |
| IXJ | ISHARES TR | $861.39万 | 0.82% | 92,011 | -848 | -0.9% | -$7.94万 | 减仓 |
| PSX | PHILLIPS 66 | $843.93万 | 0.80% | 46,312 | -7,589 | -14.1% | -$138.29万 | 减仓 |
| MRK | MERCK & CO INC | $827.62万 | 0.79% | 68,809 | -391 | -0.6% | -$4.70万 | 减仓 |
| MGK | VANGUARD WORLD FD | $797.53万 | 0.76% | 21,669 | 78 | 0.4% | $2.87万 | 加仓 |
| META | META PLATFORMS INC | $793.62万 | 0.75% | 13,870 | 1,726 | 14.2% | $98.76万 | 加仓 |
| TLH | ISHARES TR | $760.36万 | 0.72% | 75,498 | 58,359 | 340.5% | $587.75万 | 加仓 |
| AMGN | AMGEN INC | $740.87万 | 0.70% | 21,019 | 342 | 1.7% | $12.05万 | 加仓 |
| INDA | ISHARES TR | $735.72万 | 0.70% | 156,976 | 1,553 | 1.0% | $7.28万 | 加仓 |
| IUSB | ISHARES TR | $735.18万 | 0.70% | 159,169 | -2,959 | -1.8% | -$13.67万 | 减仓 |
| KCE | SPDR SERIES TRUST | $724.90万 | 0.69% | 52,590 | -265 | -0.5% | -$3.65万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $719.98万 | 0.68% | 100,094 | 3,358 | 3.5% | $24.15万 | 加仓 |
| NEM | NEWMONT CORP | $717.19万 | 0.68% | 66,221 | -4,808 | -6.8% | -$52.07万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $716.02万 | 0.68% | 103,322 | -471 | -0.5% | -$3.26万 | 减仓 |
| QCOM | QUALCOMM INC | $704.17万 | 0.67% | 54,651 | -9,783 | -15.2% | -$126.05万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $703.09万 | 0.67% | 142,339 | -73,998 | -34.2% | -$365.51万 | 减仓 |
| TSLA | TESLA INC | $699.60万 | 0.66% | 18,819 | 1,062 | 6.0% | $39.48万 | 加仓 |
| T | AT&T INC | $687.14万 | 0.65% | 237,028 | 9,083 | 4.0% | $26.33万 | 加仓 |
| AMZN | AMAZON COM INC | $686.27万 | 0.65% | 32,967 | 854 | 2.7% | $17.78万 | 加仓 |
| OKE | ONEOK INC NEW | $682.79万 | 0.65% | 75,753 | -4,630 | -5.8% | -$41.73万 | 减仓 |
| DDOG | DATADOG INC | $679.86万 | 0.65% | 57,591 | 3,784 | 7.0% | $44.67万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $672.26万 | 0.64% | 34,280 | 779 | 2.3% | $15.28万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $654.79万 | 0.62% | 67,852 | 34,289 | 102.2% | $330.90万 | 加仓 |
| GRMN | GARMIN LTD | $647.38万 | 0.61% | 27,876 | 923 | 3.4% | $21.44万 | 加仓 |
| CVS | CVS HEALTH CORP | $634.24万 | 0.60% | 88,301 | 20,472 | 30.2% | $147.04万 | 加仓 |
| WM | WASTE MGMT INC DEL | $630.27万 | 0.60% | 27,358 | -25,450 | -48.2% | -$586.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $624.51万 | 0.59% | 42,693 | 3,412 | 8.7% | $49.91万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $617.38万 | 0.59% | 9,474 | -21,649 | -69.6% | -$1,410.78万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $609.35万 | 0.58% | 121,391 | -109,846 | -47.5% | -$551.39万 | 减仓 |
| BX | BLACKSTONE INC | $608.42万 | 0.58% | 52,876 | -9,125 | -14.7% | -$105.00万 | 减仓 |
| MMM | 3M CO | $607.81万 | 0.58% | 41,837 | 5,779 | 16.0% | $83.96万 | 加仓 |
| VCR | VANGUARD WORLD FD | $601.71万 | 0.57% | 22,582 | 16,289 | 258.8% | $434.03万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $592.15万 | 0.56% | 23,631 | -85,665 | -78.4% | -$2,146.60万 | 减仓 |
| KO | COCA COLA CO | $588.91万 | 0.56% | 77,438 | 43,783 | 130.1% | $332.97万 | 加仓 |
| MCD | MCDONALDS CORP | $586.77万 | 0.56% | 18,836 | 775 | 4.3% | $24.14万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $584.67万 | 0.55% | 46,146 | 1,850 | 4.2% | $23.44万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $580.07万 | 0.55% | 38,344 | 23,494 | 158.2% | $355.42万 | 加仓 |
| CSCO | CISCO SYS INC | $569.93万 | 0.54% | 73,435 | 798 | 1.1% | $6.19万 | 加仓 |
| SBUX | STARBUCKS CORP | $555.45万 | 0.53% | 61,967 | 4,301 | 7.5% | $38.55万 | 加仓 |
| EMR | EMERSON ELEC CO | $553.27万 | 0.53% | 42,191 | 4,690 | 12.5% | $61.50万 | 加仓 |
| UNP | UNION PAC CORP | $534.05万 | 0.51% | 21,978 | 944 | 4.5% | $22.94万 | 加仓 |
| VDE | VANGUARD WORLD FD | $525.02万 | 0.50% | 30,304 | 1,584 | 5.5% | $27.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $524.39万 | 0.50% | 25,345 | 2,782 | 12.3% | $57.56万 | 加仓 |
| AOM | ISHARES TR | $523.41万 | 0.50% | 110,496 | -3,491 | -3.1% | -$16.54万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $510.11万 | 0.48% | 111,316 | -1,480 | -1.3% | -$6.78万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $509.57万 | 0.48% | 77,079 | 17,792 | 30.0% | $117.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $507.05万 | 0.48% | 38,684 | 5,380 | 16.2% | $70.52万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $506.01万 | 0.48% | 260,698 | -3,314 | -1.3% | -$6.43万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $499.78万 | 0.47% | 76,083 | -1,283 | -1.7% | -$8.43万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $491.25万 | 0.47% | 12,583 | 464 | 3.8% | $18.12万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $486.56万 | 0.46% | 33,664 | -5,230 | -13.4% | -$75.59万 | 减仓 |
| USB | US BANCORP | $456.79万 | 0.43% | 87,841 | 1,442 | 1.7% | $7.50万 | 加仓 |
| LLY | ELI LILLY & CO | $456.02万 | 0.43% | 4,958 | 273 | 5.8% | $25.11万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $455.79万 | 0.43% | 22,455 | 3,655 | 19.4% | $74.19万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $451.03万 | 0.43% | 45,536 | -1,500 | -3.2% | -$14.86万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $437.75万 | 0.42% | 31,606 | 2,379 | 8.1% | $32.95万 | 加仓 |
| RKLB | ROCKET LAB CORP | $433.52万 | 0.41% | 67,505 | -2,695 | -3.8% | -$17.31万 | 减仓 |
| VST | VISTRA CORP | $426.62万 | 0.40% | 28,379 | -19,333 | -40.5% | -$290.64万 | 减仓 |
| TSN | TYSON FOODS INC | $404.17万 | 0.38% | 63,064 | 1,570 | 2.6% | $10.06万 | 加仓 |
| GBX | GREENBRIER COS INC | $399.06万 | 0.38% | 75,782 | -8,825 | -10.4% | -$46.47万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $392.88万 | 0.37% | 18,245 | 536 | 3.0% | $11.54万 | 加仓 |
| TWLO | TWILIO INC | $388.78万 | 0.37% | 30,900 | 30,900 | — | $388.78万 | 新建仓 |
| RKT | ROCKET COS INC | $388.51万 | 0.37% | 272,640 | -10,200 | -3.6% | -$14.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $383.53万 | 0.36% | 11,937 | 373 | 3.2% | $11.98万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $381.62万 | 0.36% | 62,903 | 2,436 | 4.0% | $14.78万 | 加仓 |
| OKTA | OKTA INC | $374.66万 | 0.36% | 47,600 | 9,397 | 24.6% | $73.96万 | 加仓 |
| TER | TERADYNE INC | $367.61万 | 0.35% | 12,400 | 12,400 | — | $367.61万 | 新建仓 |
| KR | KROGER CO | $365.42万 | 0.35% | 50,500 | 23,400 | 86.3% | $169.32万 | 加仓 |