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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
$825.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 24
增持 79
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
STIP
ISHARES TR
-$10.6M
61,559
-64%
增持
QQQ
INVESCO QQQ TR
+$9.5M
79,347
+32%
减持
USMV
ISHARES TR
-$8.5M
77,676
-60%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
QUAL
ISHARES TR
+$8.1M
68,594
+1772%
增持
IVV
ISHARES TR
+$6.8M
156,572
+5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$6.0M
6,616
-95%
减持
ESGU
ISHARES TR
-$6.0M
57,202
-56%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$5.9M
68,761
建仓
IEI
ISHARES TR
+$4.8M
40,518
减持
AAPL
APPLE INC
+$4.5M
137,046
-1%
建仓
IEMG
ISHARES INC
+$4.4M
89,626
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.9M
318,228
+102%
减持
EEMV
ISHARES INC
-$3.8M
5,573
-93%
清仓
AGGY
WISDOMTREE TR
-$3.8M
0
-100%
增持
ONEQ
FIDELITY COMWLTH TR
+$3.8M
441,781
+4%
增持
IUSB
ISHARES TR
+$3.6M
268,088
+37%
增持
EFG
ISHARES TR
+$3.4M
80,799
+61%
增持
JMBS
JANUS DETROIT STR TR
+$3.3M
95,861
+273%
增持
DGRW
WISDOMTREE TR
+$3.1M
185,641
+32%
增持
SRLN
SSGA ACTIVE ETF TR
+$3.0M
197,087
+57%
减持
NVDA
NVIDIA CORPORATION
+$3.0M
23,615
-2%
增持
ITOT
ISHARES TR
+$2.7M
234,076
+7%
减持
MSFT
MICROSOFT CORP
+$2.7M
65,013
-3%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$2.6M
193,600
-35%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
30,684
+19%
建仓
IGLB
ISHARES TR
+$2.4M
46,213
增持
PSX
PHILLIPS 66
+$2.4M
25,901
+1049%
减持
EOG
EOG RES INC
-$2.3M
3,527
-83%
增持
GOOG
ALPHABET INC
+$2.3M
33,237
+155%
建仓
GNRC
GENERAC HLDGS INC
+$2.2M
20,644
增持
CBOE
CBOE GLOBAL MKTS INC
+$2.2M
18,293
+852%
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$2.1M
66,459
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.1M
5,998
-77%
增持
CSCO
CISCO SYS INC
+$2.1M
61,911
+152%
增持
—
FLEETCOR TECHNOLOGIES INC
+$2.0M
10,996
+605%
增持
CME
CME GROUP INC
+$2.0M
12,556
+403%
增持
—
LIBERTY MEDIA CORP DEL
+$2.0M
70,552
+379%
清仓
SHYG
ISHARES TR
-$2.0M
0
-100%
增持
GOVT
ISHARES TR
+$1.9M
258,277
+42%
增持
—
CAPRI HOLDINGS LIMITED
+$1.8M
51,449
+411%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
48,992
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.7M
220,413
+104%
增持
AMZN
AMAZON COM INC
+$1.6M
71,674
+4%
清仓
CTVA
CORTEVA INC
-$1.6M
0
-100%
增持
PFE
PFIZER INC
-$1.5M
203,340
+6%
增持
SHY
ISHARES TR
+$1.5M
88,762
+24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
49,797
+118%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
14,421
-40%
增持
CVS
CVS HEALTH CORP
+$1.4M
36,606
+167%
增持
AGG
ISHARES TR
+$1.3M
49,586
+34%
增持
IYW
ISHARES TR
+$1.3M
45,263
+18%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.3M
0
-100%
增持
LQD
ISHARES TR
+$1.3M
158,030
+4%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.3M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
9,933
-63%
清仓
INGR
INGREDION INC
-$1.3M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.3M
39,429
+14%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
93,168
+12%
减持
MTUM
ISHARES TR
-$1.2M
2,181
-79%
减持
VYMI
VANGUARD WHITEHALL FDS
-$1.2M
150,778
-15%
增持
—
MEDTRONIC PLC
+$1.2M
87,271
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
576
-78%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.1M
1,017
-80%
减持
HDV
ISHARES TR
-$1.1M
22,113
-31%
增持
TSLA
TESLA INC
+$1.1M
8,288
+65%
增持
MO
ALTRIA GROUP INC
+$1.1M
196,445
+17%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
20,550
-27%
建仓
PULS
PGIM ETF TR
+$1.1M
21,750
增持
T
AT&T INC
+$1.1M
368,056
+13%
减持
EMR
EMERSON ELEC CO
-$1.1M
104,020
-1%
增持
SHV
ISHARES TR
+$1.1M
29,825
+46%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$1.1M
1,462
-82%
减持
WMT
WALMART INC
-$1.0M
22,510
-27%
增持
MUB
ISHARES TR
+$1.0M
63,977
+15%
增持
TOL
TOLL BROTHERS INC
+$1.0M
37,322
+55%
增持
TGT
TARGET CORP
+$1.0M
29,989
+14%
增持
GLD
SPDR GOLD TR
+$1.0M
16,838
+38%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$1.0M
74,484
+16%
增持
SCHD
SCHWAB STRATEGIC TR
+$981.1K
181,193
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$978.1K
268,283
+1%
增持
ABBV
ABBVIE INC
+$945.6K
110,458
+7%
增持
JNJ
JOHNSON & JOHNSON
-$846.3K
80,753
+7%
清仓
JLL
JONES LANG LASALLE INC
-$837.4K
0
-100%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$797.6K
20,013
+3%
增持
SOFI
SOFI TECHNOLOGIES INC
+$780.7K
162,840
+261%
增持
GOOGL
ALPHABET INC
+$774.8K
45,184
+2%
增持
MBB
ISHARES TR
+$759.0K
48,215
+17%
清仓
TAIL
CAMBRIA ETF TR
-$742.3K
0
-100%
增持
MCD
MCDONALDS CORP
+$735.8K
28,061
+4%
增持
SHOP
SHOPIFY INC
+$726.2K
34,271
+30%
清仓
—
STORE CAP CORP
-$718.7K
0
-100%
增持
LEG
LEGGETT & PLATT INC
+$717.7K
104,384
+29%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$700.7K
15,233
清仓
PCEF
INVESCO EXCH TRADED FD TR II
-$691.6K
0
-100%
建仓
IHDG
WISDOMTREE TR
+$680.9K
17,272
清仓
HNDL
STRATEGY SHS
-$678.9K
0
-100%
建仓
BIL
SPDR SER TR
+$675.7K
7,359
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$675.7K
18,512
+89%
建仓
FLIA
FRANKLIN TEMPLETON ETF TR
+$661.3K
33,602
减持
MPC
MARATHON PETE CORP
-$657.0K
3,360
-65%
减持
IJR
ISHARES TR
-$624.3K
105,495
-8%
增持
AFL
AFLAC INC
-$576.5K
99,194
+2%
增持
VOT
VANGUARD INDEX FDS
+$567.6K
27,299
+3%
增持
HEFA
ISHARES TR
+$562.2K
59,498
+35%
增持
VB
VANGUARD INDEX FDS
+$541.1K
15,734
+18%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$533.5K
75,466
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$532.2K
13,562
+15%
增持
CINF
CINCINNATI FINL CORP
+$525.2K
30,025
+8%
建仓
—
INTRA-CELLULAR THERAPIES INC
+$521.7K
9,635
增持
GHYB
GOLDMAN SACHS ETF TR
+$513.0K
77,446
+14%
增持
CLX
CLOROX CO DEL
+$512.0K
17,598
+9%
增持
META
META PLATFORMS INC
+$497.6K
4,412
+21%
建仓
RIO
RIO TINTO PLC
+$494.5K
7,208
增持
EFV
ISHARES TR
+$488.5K
101,483
+5%
增持
TLT
ISHARES TR
+$487.7K
14,251
+38%
建仓
—
SMARTSHEET INC
+$487.6K
10,201
建仓
RSPC
INVESCO EXCHANGE TRADED FD T
+$475.6K
17,344
增持
MYY
PROSHARES TR
+$472.2K
69,901
+45%
清仓
ICVT
ISHARES TR
-$467.1K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$465.0K
19,904
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$462.6K
2,316
建仓
GDX
VANECK ETF TRUST
+$460.1K
14,222
建仓
HUBS
HUBSPOT INC
+$445.5K
1,039
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$440.5K
243,496
-0%
建仓
—
SPLUNK INC
+$438.5K
4,573
增持
PEP
PEPSICO INC
+$437.0K
22,981
+11%
清仓
COMT
ISHARES U S ETF TR
-$425.8K
0
-100%
建仓
—
CYBERARK SOFTWARE LTD
+$419.4K
2,834
减持
—
JPMORGAN CHASE & CO
-$415.8K
54,611
-27%
清仓
KRE
SPDR SER TR
-$412.4K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$410.6K
180,753
+2%
清仓
PHM
PULTE GROUP INC
-$405.3K
0
-100%
清仓
EUSB
ISHARES TR
-$403.0K
0
-100%
增持
DEM
WISDOMTREE TR
+$400.8K
110,238
+4%
建仓
LVHI
LEGG MASON ETF INVT
+$397.0K
14,724
增持
RSG
REPUBLIC SVCS INC
+$391.9K
20,276
+11%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$389.0K
1,942
增持
ESGE
ISHARES INC
+$377.8K
24,264
+89%
增持
XLP
SELECT SECTOR SPDR TR
+$377.7K
10,518
+92%
建仓
EXAS
EXACT SCIENCES CORP
+$375.1K
5,532
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$373.2K
69,667
+4%
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$370.0K
4,869
增持
XLK
SELECT SECTOR SPDR TR
+$363.0K
6,582
+30%
增持
EEM
ISHARES TR
+$362.5K
169,074
+2%
清仓
TDG
TRANSDIGM GROUP INC
-$361.3K
0
-100%
清仓
BIDU
BAIDU INC
-$353.5K
0
-100%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$345.0K
67,548
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$343.8K
86,255
+4%
减持
INTC
INTEL CORP
+$342.3K
62,403
-3%
减持
ACWV
ISHARES INC
-$342.1K
6,492
-36%