Regal Investment Advisors LLC 13F 持仓 · 2026年Q2
Regal Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 647 只证券，申报市值合计 19.25 亿美元。前几大持仓：IVV（6.57%）、QQQ（2.18%）、AAPL（1.89%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $126.4M | 6.57% | 168,826 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $42.0M | 2.18% | 57,047 | 增持 |
| 3 | AAPL | APPLE INC | $36.4M | 1.89% | 125,654 | 减持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $35.8M | 1.86% | 47,879 | 增持 |
| 5 | IUSB | ISHARES TR | $32.3M | 1.68% | 699,010 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $28.7M | 1.49% | 906,142 | 减持 |
| 7 | LQD | ISHARES TR | $27.8M | 1.45% | 255,073 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $27.4M | 1.42% | 136,901 | 增持 |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $26.7M | 1.39% | 284,367 | 增持 |
| 10 | VUG | VANGUARD INDEX FDS | $26.5M | 1.38% | 307,894 | 增持 |
| 11 | IVW | ISHARES TR | $23.5M | 1.22% | 170,924 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $22.8M | 1.19% | 61,204 | 增持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $22.5M | 1.17% | 315,638 | 增持 |
| 14 | DYNF | BLACKROCK ETF TRUST | $20.2M | 1.05% | 296,824 | 增持 |
| 15 | IJR | ISHARES TR | $18.5M | 0.96% | 124,445 | 增持 |
| 16 | IVE | ISHARES TR | $18.3M | 0.95% | 80,376 | 减持 |
| 17 | ABBV | ABBVIE INC | $17.4M | 0.91% | 69,318 | 减持 |
| 18 | JNJ | JOHNSON & JOHNSON | $16.6M | 0.86% | 65,349 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS | $16.5M | 0.86% | 44,510 | 增持 |
| 20 | IEFA | ISHARES TR | $15.8M | 0.82% | 163,424 | 减持 |
| 21 | IEMG | ISHARES INC | $15.3M | 0.80% | 185,137 | 减持 |
| 22 | PWB | INVESCO EXCHANGE TRADED FD T | $14.7M | 0.76% | 87,023 | 增持 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $14.6M | 0.76% | 244,178 | 增持 |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $14.4M | 0.75% | 146,556 | 减持 |
| 25 | FV | FIRST TR EXCHANGE TRADED FD | $13.2M | 0.68% | 173,447 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR