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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 69
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$7.9M
51,573
+9%
增持
QQQ
INVESCO QQQ TR
+$5.3M
61,997
+1%
增持
EFV
ISHARES TR
+$5.3M
216,033
+51%
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。
建仓
THRO
BLACKROCK ETF TRUST
+$5.3M
148,692
增持
IEMG
ISHARES INC
+$4.7M
150,184
+90%
减持
IVV
ISHARES TR
-$3.6M
112,526
-14%
建仓
B
BARRICK MNG CORP
+$3.6M
173,080
增持
VUG
VANGUARD INDEX FDS
+$3.6M
47,459
+2%
减持
NVDA
NVIDIA CORPORATION
+$3.5M
115,428
-15%
减持
EMXC
ISHARES INC
-$3.5M
5,411
-92%
清仓
—
BARRICK GOLD CORP
-$3.4M
0
-100%
建仓
IAGG
ISHARES TR
+$3.2M
62,698
减持
SPY
SPDR S&P 500 ETF TR
+$2.5M
45,958
-1%
减持
EXPE
EXPEDIA GROUP INC
-$2.5M
5,192
-74%
增持
OEF
ISHARES TR
+$2.4M
25,379
+29%
建仓
BAI
BLACKROCK ETF TRUST
+$2.1M
71,624
增持
AAPL
APPLE INC
-$2.1M
124,099
+0%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$1.9M
87,869
+0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9M
8,357
增持
DYNF
BLACKROCK ETF TRUST
+$1.9M
216,509
+6%
增持
IEFA
ISHARES TR
+$1.9M
124,634
+10%
增持
IVE
ISHARES TR
+$1.9M
56,553
+17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
172,388
-16%
增持
AVGO
BROADCOM INC
+$1.8M
13,689
+15%
增持
ABBV
ABBVIE INC
-$1.7M
78,719
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
23,128
+11%
增持
EMR
EMERSON ELEC CO
+$1.6M
63,706
+2%
建仓
SPYM
SPDR SERIES TRUST
+$1.6M
22,372
建仓
DGRO
ISHARES TR
+$1.6M
24,528
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
281,192
-2%
增持
TLH
ISHARES TR
+$1.5M
72,900
+27%
增持
META
META PLATFORMS INC
+$1.4M
4,007
+52%
减持
IVW
ISHARES TR
+$1.4M
130,213
-7%
增持
AMZN
AMAZON COM INC
+$1.3M
37,193
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.3M
167,913
+18%
增持
QUAL
ISHARES TR
+$1.3M
95,707
+1%
增持
XLC
SELECT SECTOR SPDR TR
+$1.3M
29,965
+50%
减持
HEFA
ISHARES TR
-$1.3M
100,295
-29%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$1.3M
26,499
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.3M
25,873
+1%
清仓
BUFG
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
16,156
+5%
建仓
BF/B
BROWN FORMAN CORP
+$1.3M
47,162
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
15,850
+15%
清仓
—
UNITED STATES STL CORP NEW
-$1.2M
0
-100%
减持
IAU
ISHARES GOLD TR
-$1.2M
36,005
-38%
清仓
AMT
AMERICAN TOWER CORP NEW
-$1.2M
0
-100%
减持
BIL
SPDR SERIES TRUST
-$1.1M
7,759
-61%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
220,924
+2%
减持
VOT
VANGUARD INDEX FDS
+$1.0M
26,584
-0%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
32,937
+1%
减持
MU
MICRON TECHNOLOGY INC
+$1.0M
28,414
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
262,842
+6%
建仓
FTHI
FIRST TR EXCHANGE TRADED FD
+$993.5K
43,477
增持
VYMI
VANGUARD WHITEHALL FDS
+$982.2K
120,133
+2%
减持
QYLD
GLOBAL X FDS
-$980.5K
16,843
-78%
建仓
HEI
HEICO CORP NEW
+$972.2K
2,964
增持
JPM
JPMORGAN CHASE & CO.
+$923.1K
14,376
+9%
减持
CME
CME GROUP INC
-$891.0K
9,598
-28%
清仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$884.3K
0
-100%
减持
MCD
MCDONALDS CORP
-$861.1K
20,125
-7%
增持
MA
MASTERCARD INCORPORATED
+$860.8K
2,965
+102%
建仓
LVHI
LEGG MASON ETF INVT
+$858.9K
26,387
减持
IYW
ISHARES TR
+$837.9K
36,875
-7%
增持
IJH
ISHARES TR
+$836.4K
108,523
+7%
增持
—
EXXON MOBIL CORP
+$807.3K
30,897
+46%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$783.3K
166,463
+1%
增持
GLD
SPDR GOLD TR
+$768.9K
18,535
+9%
减持
GSLC
GOLDMAN SACHS ETF TR
+$767.4K
103,595
-3%
建仓
STIP
ISHARES TR
+$765.6K
7,440
建仓
FEZ
SPDR INDEX SHS FDS
+$754.7K
12,634
增持
WMT
WALMART INC
+$753.5K
63,405
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$750.2K
24,641
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$743.0K
9,386
-34%
增持
JNJ
JOHNSON & JOHNSON
-$738.9K
71,048
+2%
增持
VXUS
VANGUARD STAR FDS
+$736.2K
20,689
+85%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$735.5K
29,767
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$711.5K
54,145
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$692.9K
63,495
+11%
减持
—
EATON CORP PLC
-$691.5K
945
-75%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$667.6K
42,447
-21%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$662.8K
12,725
+8%
减持
AFL
AFLAC INC
-$646.0K
63,892
-4%
减持
FANG
DIAMONDBACK ENERGY INC
-$638.3K
20,727
-5%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$635.5K
167,645
+3%
减持
CEG
CONSTELLATION ENERGY CORP
+$629.0K
5,420
-2%
增持
CVX
CHEVRON CORP NEW
-$627.1K
54,006
+8%
减持
CLX
CLOROX CO DEL
-$600.1K
18,470
-3%
清仓
ENB
ENBRIDGE INC
-$585.1K
0
-100%
建仓
SPHY
SPDR SERIES TRUST
+$583.8K
24,531
减持
MTUM
ISHARES TR
+$573.8K
16,339
-2%
增持
TXN
TEXAS INSTRS INC
+$572.0K
5,854
+64%
增持
PG
PROCTER AND GAMBLE CO
-$565.1K
74,246
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$564.6K
3,361
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$542.2K
996,545
+3%
清仓
UNP
UNION PAC CORP
-$541.9K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$539.5K
8,453
+53%
清仓
—
ARROW INVTS TR
-$538.6K
0
-100%
建仓
LEN/B
LENNAR CORP
+$536.8K
5,100
增持
COIN
COINBASE GLOBAL INC
+$533.0K
2,909
+3%
增持
IWF
ISHARES TR
+$531.9K
5,713
+9%
增持
LQD
ISHARES TR
+$523.6K
209,214
+1%
增持
IMCG
ISHARES TR
+$513.2K
13,037
+75%
减持
IUSB
ISHARES TR
-$511.1K
426,073
-3%
增持
XLI
SELECT SECTOR SPDR TR
+$508.8K
11,117
+29%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$498.4K
131,708
+2%
增持
T
AT&T INC
+$487.5K
286,447
+4%
建仓
ARKK
ARK ETF TR
+$485.6K
6,909
增持
GNRC
GENERAC HLDGS INC
+$478.7K
21,627
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$476.6K
9,559
-1%
建仓
GEV
GE VERNOVA INC
+$474.9K
898
减持
XLV
SELECT SECTOR SPDR TR
-$472.8K
13,779
-14%
减持
EEM
ISHARES TR
+$472.6K
120,911
-1%
减持
GOOG
ALPHABET INC
+$469.5K
27,898
-3%
减持
CSCO
CISCO SYS INC
+$438.5K
67,803
-2%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$430.4K
27,746
-1%
增持
VBR
VANGUARD INDEX FDS
+$426.6K
17,940
+9%
减持
HYDB
ISHARES TR
-$423.7K
17,429
-34%
增持
VGT
VANGUARD WORLD FD
+$422.9K
1,869
+24%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$421.2K
33,632
+47%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$419.0K
5,407
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$412.5K
2,027
-75%
增持
XLF
SELECT SECTOR SPDR TR
+$412.4K
80,053
+5%
增持
APH
AMPHENOL CORP NEW
+$406.3K
10,464
+9%
增持
ABT
ABBOTT LABS
+$401.4K
8,848
+46%
减持
XLY
SELECT SECTOR SPDR TR
-$399.7K
3,187
-42%
减持
CPAY
CORPAY INC
-$399.1K
9,689
-7%
减持
ED
CONSOLIDATED EDISON INC
-$398.9K
31,417
-2%
建仓
AIQ
GLOBAL X FDS
+$392.0K
8,973
增持
NOW
SERVICENOW INC
+$391.2K
1,033
+23%
减持
PEP
PEPSICO INC
-$389.3K
21,215
-0%
建仓
COF
CAPITAL ONE FINL CORP
+$379.9K
1,786
增持
VXF
VANGUARD INDEX FDS
+$379.5K
18,154
+0%
减持
KMB
KIMBERLY-CLARK CORP
-$378.6K
22,326
-3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$376.3K
258,284
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$373.4K
7,575
+11%
清仓
RYLD
GLOBAL X FDS
-$373.4K
0
-100%
减持
EOG
EOG RES INC
-$368.1K
28,587
-3%
减持
IWC
ISHARES TR
+$367.5K
23,274
-1%
建仓
WEC
WEC ENERGY GROUP INC
+$366.6K
3,518
增持
DUK
DUKE ENERGY CORP NEW
+$363.6K
28,659
+16%
清仓
LQDH
ISHARES U S ETF TR
-$356.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$355.8K
14,712
+1%
减持
BAC
BANK AMERICA CORP
-$353.6K
40,603
-26%
清仓
HNDL
STRATEGY SHS
-$351.5K
0
-100%
增持
EFA
ISHARES TR
+$348.7K
14,467
+25%
建仓
EOT
EATON VANCE NATL MUN OPPORT
+$348.6K
21,467
清仓
EWJ
ISHARES INC
-$346.8K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$346.4K
1,086
建仓
PIO
INVESCO EXCH TRADED FD TR II
+$346.4K
7,755
