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Regal Investment Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Regal Investment Advisors LLC

报告期 2026-03-31 · CIK 0001559789

持仓数

653

前50大市值合计

$825.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$88.4M

135,286

10.7%

AAPL APPLE INC

COM

$32.3M

127,198

3.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$31.7M

54,916

3.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$30.4M

46,742

3.7%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$27.9M

908,819

3.4%

LQD ISHARES TR

IBOXX INV CP ETF

$26.7M

244,646

3.2%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$25.2M

271,862

3.1%

NVDA NVIDIA CORPORATION

COM

$23.2M

133,066

2.8%

VUG VANGUARD INDEX FDS

GROWTH ETF

$23.1M

52,839

2.8%

IUSB ISHARES TR

CORE UNIVRSL USD

$22.8M

492,806

2.8%

MSFT MICROSOFT CORP

COM

$22.3M

60,289

2.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$20.1M

312,947

2.4%

IVE ISHARES TR

S&P 500 VAL ETF

$20.0M

94,899

2.4%

IVW ISHARES TR

S&P 500 GRWT ETF

$19.1M

168,925

2.3%

IEMG ISHARES INC

CORE MSCI EMKT

$17.7M

253,252

2.1%

JNJ JOHNSON & JOHNSON

COM

$16.9M

69,190

2.0%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$16.6M

285,180

2.0%

ABBV ABBVIE INC

COM

$15.6M

71,921

1.9%

IJR ISHARES TR

CORE S&P SCP ETF

$15.2M

122,203

1.8%

EFV ISHARES TR

EAFE VALUE ETF

$15.1M

203,162

1.8%

IEFA ISHARES TR

CORE MSCI EAFE

$15.0M

165,885

1.8%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$14.3M

151,870

1.7%

CVX CHEVRON CORPORATION

COM

$13.5M

65,106

1.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$13.3M

41,589

1.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$12.8M

236,054

1.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$12.4M

57,460

1.5%

VZ VERIZON COMMUNICATIONS INC

COM

$11.4M

227,786

1.4%

MUB ISHARES TR

NATIONAL MUN ETF

$11.0M

103,778

1.3%

PWB INVESCO EXCHANGE TRADED FD T

LARGE CAP GROWTH

$10.9M

86,807

1.3%

PFE PFIZER INC

COM

$10.9M

387,317

1.3%

PG PROCTER & GAMBLE CO

COM

$10.7M

73,903

1.3%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$10.7M

315,475

1.3%

FV FIRST TR EXCHANGE TRADED FD

DORSEY WRT 5 ETF

$10.5M

173,870

1.3%

T AT&T INC

COM

$10.4M

359,834

1.3%

GSLC GOLDMAN SACHS ETF TR

ACTIVEBETA US LG

$10.2M

81,641

1.2%

WMT WALMART INC

COM

$10.0M

80,203

1.2%

QUAL ISHARES TR

MSCI USA QLT FCT

$9.9M

51,549

1.2%

MO ALTRIA GROUP INC

COM

$9.8M

148,761

1.2%

PWV INVESCO EXCHANGE TRADED FD T

LARGE CAP VALUE

$9.6M

137,150

1.2%

GOVT ISHARES TR

US TREAS BD ETF

$9.5M

413,334

1.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$9.3M

15,523

1.1%

MTUM ISHARES TR

MSCI USA MMENTM

$9.2M

38,459

1.1%

EMR EMERSON ELEC CO

COM

$9.2M

70,041

1.1%

EFG ISHARES TR

EAFE GRWTH ETF

$9.2M

82,172

1.1%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$9.1M

49,413

1.1%

— EXXON MOBIL CORP

COM

$8.9M

52,204

1.1%

— MEDTRONIC PLC

SHS

$8.8M

101,511

1.1%

EEM ISHARES TR

MSCI EMG MKT ETF

$8.4M

148,044

1.0%

AMZN AMAZON COM INC

COM

$8.4M

40,300

1.0%

IBM INTERNATIONAL BUSINESS MACHS

COM

$8.4M

34,581

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

IVV10.7%AAPL3.9%QQQ3.8%SPY3.7%SCHD3.4%LQD3.2%