小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 77
减持 39
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
VYM
VANGUARD WHITEHALL FDS
-$7.6M
20,416
-78%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.7M
274,952
+52%
增持
IVV
ISHARES TR
+$5.9M
157,723
+1%
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。
减持
STIP
ISHARES TR
-$5.8M
2,694
-96%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$5.3M
123,340
+79%
减持
DGRW
WISDOMTREE TR
-$4.3M
109,555
-41%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$3.9M
117,707
+74%
减持
AAPL
APPLE INC
+$3.7M
135,380
-1%
增持
DIVO
AMPLIFY ETF TR
+$3.6M
192,243
+108%
增持
MSFT
MICROSOFT CORP
+$3.6M
65,562
+1%
减持
ABBV
ABBVIE INC
-$3.0M
108,651
-2%
增持
—
ISHARES TR
+$2.9M
132,497
+695%
建仓
—
ISHARES TR
+$2.8M
117,982
减持
DEM
WISDOMTREE TR
-$2.7M
39,047
-65%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.6M
257,569
+31%
减持
QQQ
INVESCO QQQ TR
-$2.6M
61,870
-22%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
21,595
-9%
减持
HYG
ISHARES TR
-$2.5M
9,781
-77%
增持
IVOL
KRANESHARES TR
+$2.5M
257,353
+108%
清仓
—
LIBERTY MEDIA CORP DEL
-$2.4M
0
-100%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.4M
371,237
+68%
增持
VUG
VANGUARD INDEX FDS
+$2.2M
50,970
+4%
建仓
EXPE
EXPEDIA GROUP INC
+$2.0M
18,069
建仓
BUFF
INNOVATOR ETFS TR
+$2.0M
51,676
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
41,518
+2%
减持
AMZN
AMAZON COM INC
+$1.7M
69,749
-3%
清仓
MYY
PROSHARES TR
-$1.7M
0
-100%
减持
ITOT
ISHARES TR
+$1.7M
233,596
-0%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$1.6M
58,783
-21%
建仓
TFI
SPDR SER TR
+$1.5M
33,225
减持
INTC
INTEL CORP
-$1.4M
20,154
-68%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
83,606
+4%
减持
SHV
ISHARES TR
-$1.3M
18,212
-39%
增持
—
MEDTRONIC PLC
+$1.2M
93,778
+7%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
30,948
+1%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$1.0M
45,467
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$902.2K
32,373
-18%
增持
QUAL
ISHARES TR
+$900.4K
69,776
+2%
增持
GOOG
ALPHABET INC
+$886.7K
35,905
+8%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$865.5K
252,396
+4%
减持
GNRC
GENERAC HLDGS INC
+$821.0K
20,457
-1%
增持
IYW
ISHARES TR
+$782.3K
45,772
+1%
增持
T
AT&T INC
-$770.9K
395,874
+8%
增持
VYMI
VANGUARD WHITEHALL FDS
+$728.7K
159,325
+6%
增持
PFF
ISHARES TR
+$721.4K
494,152
+6%
增持
FITB
FIFTH THIRD BANCORP
+$699.5K
34,813
+336%
减持
SHY
ISHARES TR
-$691.1K
81,420
-8%
增持
VTI
VANGUARD INDEX FDS
+$679.0K
28,679
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$671.1K
61,269
+23%
增持
SHOP
SHOPIFY INC
+$658.6K
35,628
+4%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$657.4K
4,393
减持
PSX
PHILLIPS 66
-$650.8K
20,707
-20%
增持
TSLA
TESLA INC
+$625.5K
8,958
+8%
减持
SOFI
SOFI TECHNOLOGIES INC
-$624.4K
43,652
-73%
减持
ED
CONSOLIDATED EDISON INC
-$617.0K
60,854
-5%
增持
VTV
VANGUARD INDEX FDS
+$608.6K
12,256
+49%
增持
IJR
ISHARES TR
+$584.6K
108,238
+3%
增持
IWM
ISHARES TR
+$580.1K
11,996
+28%
增持
—
FLEETCOR TECHNOLOGIES INC
+$573.7K
11,519
+5%
增持
LLY
LILLY ELI & CO
+$571.1K
3,255
+17%
增持
XLK
SELECT SECTOR SPDR TR
+$563.5K
8,958
+36%
增持
AFL
AFLAC INC
+$545.5K
99,505
+0%
减持
GOOGL
ALPHABET INC
+$521.1K
43,509
-4%
减持
NTR
NUTRIEN LTD
-$521.0K
30,059
-3%
建仓
SGOV
ISHARES TR
+$515.4K
5,122
建仓
SMH
VANECK ETF TRUST
+$509.0K
3,343
增持
AVGO
BROADCOM INC
+$507.9K
1,502
+21%
增持
PFE
PFIZER INC
-$505.1K
212,409
+4%
增持
META
META PLATFORMS INC
+$502.6K
5,010
+14%
增持
JPM
JPMORGAN CHASE & CO
+$495.1K
21,816
+6%
清仓
RIO
RIO TINTO PLC
-$494.5K
0
-100%
清仓
—
SMARTSHEET INC
-$487.6K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$474.5K
26,152
+43%
建仓
IWR
ISHARES TR
+$472.8K
6,474
减持
ENPH
ENPHASE ENERGY INC
-$467.8K
1,211
-62%
增持
WM
WASTE MGMT INC DEL
+$467.1K
24,012
+6%
清仓
NTNX
NUTANIX INC
-$458.7K
0
-100%
减持
MCD
MCDONALDS CORP
+$457.9K
27,828
-1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$457.8K
337,693
+6%
增持
MDB
MONGODB INC
+$444.1K
1,789
+43%
减持
AZO
AUTOZONE INC
-$443.8K
103
-64%
清仓
—
SPLUNK INC
-$438.5K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$437.0K
16,487
+57%
增持
CINF
CINCINNATI FINL CORP
-$433.2K
30,127
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$432.4K
11,383
+37%
增持
TGT
TARGET CORP
-$428.7K
34,408
+15%
减持
AEP
AMERICAN ELEC PWR CO INC
-$415.1K
46,901
-2%
增持
COST
COSTCO WHSL CORP NEW
+$414.6K
6,548
+5%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$406.4K
196,609
+2%
建仓
PAVE
GLOBAL X FDS
+$406.2K
12,925
增持
IJH
ISHARES TR
+$402.7K
20,102
+4%
增持
KMB
KIMBERLY-CLARK CORP
+$399.1K
27,449
+9%
减持
APAM
ARTISAN PARTNERS ASSET MGMT
+$398.4K
64,202
-3%
增持
SHM
SPDR SER TR
+$396.9K
36,949
+31%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$396.6K
73,996
-2%
清仓
HIO
WESTERN ASSET HIGH INCOME OP
-$394.9K
0
-100%
增持
HUBS
HUBSPOT INC
+$387.3K
1,565
+51%
增持
XLE
SELECT SECTOR SPDR TR
+$385.1K
24,321
+27%
清仓
TIP
ISHARES TR
-$376.9K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$373.3K
211,995
-1%
清仓
DDOG
DATADOG INC
-$372.7K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$368.9K
13,362
-1%
建仓
AVY
AVERY DENNISON CORP
+$367.0K
2,136
增持
FYX
FIRST TR SML CP CORE ALPHA F
+$365.6K
78,779
+4%
增持
PG
PROCTER AND GAMBLE CO
+$364.2K
93,696
+1%
清仓
CCI
CROWN CASTLE INC
-$359.1K
0
-100%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$356.5K
152,091
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$356.0K
75,221
+8%
增持
HEFA
ISHARES TR
+$355.7K
68,036
+14%
减持
ONEQ
FIDELITY COMWLTH TR
+$354.1K
398,253
-10%
增持
WMT
WALMART INC
+$352.0K
23,356
+4%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$350.8K
19,974
-0%
增持
SPYG
SPDR SER TR
+$344.7K
20,836
+24%
减持
ESGU
ISHARES TR
+$342.1K
56,597
-1%
清仓
UPST
UPSTART HLDGS INC
-$341.7K
0
-100%
增持
MO
ALTRIA GROUP INC
+$336.2K
200,917
+2%
增持
EFG
ISHARES TR
+$336.0K
82,856
+3%
清仓
PLNT
PLANET FITNESS INC
-$334.7K
0
-100%
增持
MMM
3M CO
+$334.7K
21,898
+24%
清仓
PECO
PHILLIPS EDISON & CO INC
-$331.3K
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
+$330.7K
130,218
-4%
增持
—
INTRA-CELLULAR THERAPIES INC
+$328.3K
13,424
+39%
增持
IUSV
ISHARES TR
+$325.5K
27,065
+11%
清仓
CSX
CSX CORP
-$322.7K
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$315.1K
14,516
-50%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$314.6K
13,870
减持
LQD
ISHARES TR
-$314.4K
157,271
-0%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$311.6K
51,478
+3%
增持
EXAS
EXACT SCIENCES CORP
+$310.7K
7,304
+32%
增持
AMLP
ALPS ETF TR
+$303.9K
76,295
+10%
增持
IEMG
ISHARES INC
+$301.2K
94,828
+6%
清仓
VLO
VALERO ENERGY CORP
-$297.8K
0
-100%
建仓
POOL
POOL CORP
+$289.6K
773
清仓
ERX
DIREXION SHS ETF TR
-$284.8K
0
-100%
增持
EMB
ISHARES TR
+$284.3K
13,298
+32%
清仓
TSCO
TRACTOR SUPPLY CO
-$281.7K
0
-100%
减持
EMR
EMERSON ELEC CO
+$280.0K
103,378
-1%
增持
XSD
SPDR SER TR
+$277.1K
2,228
+115%
建仓
SCHG
SCHWAB STRATEGIC TR
+$273.2K
3,645
减持
TLT
ISHARES TR
-$272.8K
12,075
-15%
增持
JNK
SPDR SER TR
+$270.3K
34,620
+10%
增持
LOW
LOWES COS INC
+$269.6K
8,763
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$268.6K
148,846
+5%
增持
VOE
VANGUARD INDEX FDS
+$268.4K
36,823
+2%
建仓
—
PROSHARES TR
+$268.2K
21,061
增持
TLH
ISHARES TR
+$267.8K
15,210
+23%
减持
DIS
DISNEY WALT CO
-$267.7K
17,167
-5%
清仓
MP
MP MATERIALS CORP
-$266.6K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$265.5K
0
-100%
增持
PEP
PEPSICO INC
+$263.7K
24,042
+5%
