RI

Regal Investment Advisors LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$17.3億

申報季度: 2026-03-31 · 持股檔數: 653

Regal Investment Advisors LLC在最新一期 13F 報告中揭露了 653 項持股，申報期為 2026-03-31，總持股市值約為 US$17.3億，季度換手率為 15.8%。

機構性格雪花圖

集中度
3.25
持倉穩定性
15.83
動能／逆勢
100
產業集中度
40.2
多樣化
100
倉位均衡度
79.22

近期動向

  • 減碼 OEF

    -77.1%　-US$1361.9萬

  • 加碼 EFG

    +969.4%　US$827.6萬

  • 加碼 GOVT

    +162.4%　US$584.3萬

  • 加碼 VIXM

    +661.4%　US$504.1萬

  • 減碼 MSFT

    +10.5%　-US$406.1萬

  • 減碼 DYNF

    -12.7%　-US$328.0萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股與成長5.10%+0.01%+8.90%
2AAPLApple INC股票-科技1.86%-0.21%-0.21%
3QQQInvesco Qqq Trust Series 1ETF-科技型1.83%-0.21%-1.20%
4SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.75%-0.21%-2.74%
5SCHDSchwab US Dvd Equity ETFETF-其他1.61%+0.03%-5.93%
6LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投資等級公司債1.54%—+4.84%
7FTCSFirst Trust Capital StrengthETF-其他1.46%—+1.69%
8NVDANvidia CORP股票-科技1.34%-0.15%-0.33%
9VUGVanguard Growth ETFETF-其他1.33%-0.13%+5.64%
10IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他1.31%+0.06%+9.79%
11MSFTMicrosoft CORP股票-科技1.29%-0.29%+10.53%
12VEAVanguard Ftse Developed ETFETF-其他1.16%—-3.34%
13IVEIshares S&p 500 Value ETFETF-大型股與成長1.16%-0.13%-6.93%
14IVWIshares S&p 500 Growth ETFETF-大型股與成長1.10%—+8.50%
15IEMGIshares Core Msci EmergingETF-新興市場1.02%—-7.51%
16JNJJohnson & Johnson股票-醫療保健0.98%+0.09%-3.59%
17DYNFIshrs US E F R A Etf-usd INCETF-其他0.96%-0.23%-12.73%
18ABBVAbbvie INC股票-醫療保健0.90%—-0.64%
19IJRIshares Core S&p Small-cap EETF-中小型股0.88%—-0.00%
20EFVIshares Msci Eafe Value ETFETF-其他0.87%—+3.19%
21IEFAIshares Core Msci Eafe ETFETF-其他0.87%—+5.98%
22VYMIVanguard Int High Dvd Yld InETF-其他0.83%—-4.91%
23CVXChevron CORP股票-能源0.78%+0.22%+6.89%
24VTIVanguard Total Stock Mkt ETFETF-其他0.77%—+3.68%
25VWOVanguard Ftse Emerging MarkeETF-新興市場0.74%—-2.39%
26VIGVanguard Dividend Apprec ETFETF-其他0.71%—-1.82%
27VZVerizon Communications INC股票-通訊服務0.66%+0.15%+8.69%
28MUBIshares National Muni Bond EETF-其他0.64%—+10.01%
29PWBInvesco Large Cap Growth ETFETF-大型股與成長0.63%—-0.99%
30PFEPfizer INC股票-醫療保健0.63%+0.08%+5.67%
31PGProcter & Gamble Co/the股票-非循環性消費0.62%—+0.09%
32BUFRFt Vest Lad Buffervetf-usd IETF-其他0.62%—+6.38%
33FVFirst Trust Dw Focus 5 FundETF-其他0.61%—+2.62%
34TAt&t INC股票-通訊服務0.60%+0.09%+4.02%
35GSLCGoldman Activebeta US Lc ETFETF-避險與商品0.59%-0.17%-14.45%
36WMTWalmart INC股票-非循環性消費0.58%—-1.11%
37QUALIshares Msci USA Quality FacETF-其他0.57%—+7.88%
38MOAltria Group INC股票-非循環性消費0.57%+0.05%-1.36%
39PWVInvesco Large Cap Value ETFETF-大型股與成長0.55%—+1.09%
40GOVTIshares US Treasury Bond ETFETF-政府公債0.55%+0.33%+162.43%
41VOOVanguard S&p 500 ETFETF-大型股與成長0.54%—+1.00%
42MTUMIshares Msci USA Momentum FaETF-其他0.53%—+7.56%
43EMREmerson Electric Co股票-工業0.53%—+0.46%
44EFGIshares Msci Eafe Growth ETFETF-其他0.53%+0.48%+969.39%
45VOEVanguard Mid-cap Value ETFETF-其他0.53%—+2.48%
46XOMExxon Mobil CORP股票-能源0.51%+0.19%+18.04%
47MDTMedtronic plc股票-醫療保健0.51%—+2.92%
48EEMIshares Msci Emerging MarketETF-新興市場0.49%+0.08%+18.04%
49AMZNAmazon.com INC股票-循環性消費0.48%—+4.04%
50IBMIntl Business Machines CORP股票-科技0.48%-0.10%+5.93%
1–50 of 653

本季持股變動

Regal Investment Advisors LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Zoom Communications INC (ZM); 新建倉: Ishares Msci International V (IVLU); 清倉: Global X S&p 500 Cove Call E (XYLD).

Regal Investment Advisors LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1EFGIshares Msci Eafe Growth ETF+0.5%+969.39%加碼
2GOVTIshares US Treasury Bond ETF+0.3%+162.43%加碼
3VIXMProshares Vix Mid-term Fut+0.3%+661.37%加碼
4CVXChevron CORP+0.2%+6.89%加碼
5XOMExxon Mobil CORP+0.2%+18.04%加碼
6SHVIshares 0-1 Year Treasury Bo+0.2%+175.92%加碼
7VZVerizon Communications INC+0.2%+8.69%加碼
8COSTCostco Wholesale CORP+0.1%+25.07%加碼
9XLESs Energy Select Sector+0.1%+10.49%加碼
10JNJJohnson & Johnson+0.1%-3.59%減碼
11TAt&t INC+0.1%+4.02%加碼
12SPMOInvesco S&p 500 Momentum ETF+0.1%+84.49%加碼
13PFEPfizer INC+0.1%+5.67%加碼
14EEMIshares Msci Emerging Market+0.1%+18.04%加碼
15BF-BBrown-forman Corp-class B+0.1%+99.30%加碼
16SLBSlb LTD+0.1%+1.42%加碼
17IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+9.79%加碼
18BILSs Spdr Bb 1-3m T-bill ETF+0.1%+76.52%加碼
19ETREntergy CORP+0.1%+17.99%加碼
20BSVVanguard Short-term Bond ETF+0.1%+18.91%加碼
21MOAltria Group INC+0.1%-1.36%減碼
22SCHDSchwab US Dvd Equity ETF0%-5.93%減碼
23IVVIshares Core S&p 500 ETF0%+8.90%加碼
24GSIEGoldman Sachs Activebeta Int-0.1%-37.28%減碼
25SCHGSchwab US Large-cap Growth-0.1%-8.98%減碼
26TLHIshares 10-20 Year Treasury-0.1%-13.06%減碼
27IBMIntl Business Machines CORP-0.1%+5.93%加碼
28MGKVanguard Mega Cap Growth ETF-0.1%-74.53%減碼
29EMBIshares Jp Morgan Usd Emergi-0.1%-59.78%減碼
30IVEIshares S&p 500 Value ETF-0.1%-6.93%減碼
31VUGVanguard Growth ETF-0.1%+5.64%加碼
32IAUIshares Gold Trust-0.2%-49.01%減碼
33NVDANvidia CORP-0.2%-0.33%減碼
34GSLCGoldman Activebeta US Lc ETF-0.2%-14.45%減碼
35ITAIshares U.s. Aerospace & Def-0.2%-91.99%減碼
36MUMicron Technology INC-0.2%-78.40%減碼
37QQQInvesco Qqq Trust Series 1-0.2%-1.20%減碼
38SPYSs Spdr S&p 500 ETF Trust-us-0.2%-2.74%減碼
39AAPLApple INC-0.2%-0.21%減碼
40DYNFIshrs US E F R A Etf-usd INC-0.2%-12.73%減碼
41MSFTMicrosoft CORP-0.3%+10.53%加碼
42OEFIshares S&p 100 ETF-0.8%-77.11%減碼
43IDEFIshares Def Industrials Act—NEW新建倉
44BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
45ZMZoom Communications INC—NEW新建倉
46IVLUIshares Msci International V—NEW新建倉
47XYLDGlobal X S&p 500 Cove Call E—EXIT清倉
48SPYINeos S&p 500 High Income ETF—NEW新建倉
49MARMarriott International -cl A—NEW新建倉
50IGVIshares Expanded Tech-softwa—EXIT清倉

FAQ

Regal Investment Advisors LLC 是什麼機構？屬於哪種投資人類型？
Regal Investment Advisors LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$17.3億，分佈在 653 個已申報部位之中。
Regal Investment Advisors LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Regal Investment Advisors LLC 按市值排列的前幾大持股為： 1. Ishares Core S&p 500 ETF (IVV) — US$8837.0萬 (5.1%) 2. Apple INC (AAPL) — US$3228.2萬 (1.9%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$3169.6萬 (1.8%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3039.8萬 (1.8%) 5. Schwab US Dvd Equity ETF (SCHD) — US$2788.3萬 (1.6%)
Regal Investment Advisors LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Regal Investment Advisors LLC 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 23 個既有持股、減碼 19 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Ishares Def Industrials Act (IDEF); 新建倉: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建倉: Zoom Communications INC (ZM); 新建倉: Ishares Msci International V (IVLU); 清倉: Global X S&p 500 Cove Call E (XYLD)
Regal Investment Advisors LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Regal Investment Advisors LLC 的主要板塊分佈如下： • Information Technology: 24.6% • Health Care: 15.7% • Consumer Staples: 10.9% • Financials: 9.6% • Industrials: 8.4% • Energy: 8.4%