Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CONCORD MA · SEC CIK 0001748861
$8.18亿2026Q1 申报市值
489持仓数
27.4%前十大占比 · 第一大 5.6%
39 / 49新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FBND 加仓+$1,624.43万
VXUS 新建仓+$527.66万
VCSH 加仓+$483.08万
AZN 新建仓+$259.11万
FAD 新建仓+$216.60万
2026Q1 卖出最多 按季末市值估算
FTEC 减仓-$758.71万
AMD 减仓-$491.35万
IVE 减仓-$356.45万
MSFT 减仓-$234.50万
JEPI 减仓-$226.74万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $22.82万 | 0.03% | 4,750 | 211 | 4.6% | $1.01万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $23.10万 | 0.03% | 5,693 | 215 | 3.9% | $8,723 | 加仓 |
| DE | DEERE & CO | $23.19万 | 0.03% | 412 | -58 | -12.3% | -$3.27万 | 重新持有 |
| PSX | PHILLIPS 66 | $23.20万 | 0.03% | 1,273 | -2,135 | -62.6% | -$38.90万 | 重新持有 |
| MINT | PIMCO ETF TR | $23.24万 | 0.03% | 2,311 | 3 | 0.1% | $302 | 加仓 |
| HYG | ISHARES TR | $23.43万 | 0.03% | 2,945 | -118 | -3.9% | -$9,389 | 减仓 |
| FSLR | FIRST SOLAR INC | $23.67万 | 0.03% | 1,200 | 1,200 | — | $23.67万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $23.76万 | 0.03% | 1,575 | 42 | 2.7% | $6,336 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $23.98万 | 0.03% | 6,448 | 708 | 12.3% | $2.63万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $24.11万 | 0.03% | 3,550 | 382 | 12.1% | $2.59万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $24.28万 | 0.03% | 969 | 969 | — | $24.28万 | 新建仓 |
| — | COHEN & STEERS ETF TRUST | $24.28万 | 0.03% | 6,462 | 6,462 | — | $24.28万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $24.42万 | 0.03% | 1,198 | -87 | -6.8% | -$1.77万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $24.53万 | 0.03% | 11,208 | 340 | 3.1% | $7,442 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $24.57万 | 0.03% | 4,662 | 4,662 | — | $24.57万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $24.70万 | 0.03% | 3,510 | 104 | 3.1% | $7,317 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.87万 | 0.03% | 736 | -1,589 | -68.3% | -$53.70万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $24.88万 | 0.03% | 1,716 | 64 | 3.9% | $9,279 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $24.90万 | 0.03% | 3,354 | 230 | 7.4% | $1.71万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $24.96万 | 0.03% | 12,201 | -141 | -1.1% | -$2,885 | 减仓 |
| ARKQ | ARK ETF TR | $25.25万 | 0.03% | 2,245 | 2,245 | — | $25.25万 | 新建仓 |
| TPR | TAPESTRY INC | $25.27万 | 0.03% | 1,791 | -75 | -4.0% | -$1.06万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $25.33万 | 0.03% | 11,829 | 575 | 5.1% | $1.23万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $25.33万 | 0.03% | 6,248 | -500 | -7.4% | -$2.03万 | 减仓 |
| EFAV | ISHARES TR | $25.46万 | 0.03% | 2,787 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $25.74万 | 0.03% | 297 | -30 | -9.2% | -$2.60万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $25.87万 | 0.03% | 7,753 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $25.91万 | 0.03% | 10,142 | 454 | 4.7% | $1.16万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $26.06万 | 0.03% | 11,654 | 1,490 | 14.7% | $3.33万 | 加仓 |
| BOND | PIMCO ETF TR | $26.18万 | 0.03% | 2,837 | 2 | 0.1% | $185 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $26.29万 | 0.03% | 6,200 | -150 | -2.4% | -$6,360 | 减仓 |
| — | DBX ETF TR | $26.36万 | 0.03% | 7,548 | 7,548 | — | $26.36万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $26.50万 | 0.03% | 3,480 | -7,264 | -67.6% | -$55.32万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.58万 | 0.03% | 1,021 | 202 | 24.7% | $5.26万 | 加仓 |
| ARKW | ARK ETF TR | $26.62万 | 0.03% | 2,207 | -47 | -2.1% | -$5,668 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.74万 | 0.03% | 580 | 39 | 7.2% | $1.80万 | 加仓 |
| EFA | ISHARES TR | $26.76万 | 0.03% | 2,755 | -419 | -13.2% | -$4.07万 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.79万 | 0.03% | 1,835 | 3 | 0.2% | $438 | 加仓 |
| MMM | 3M CO | $26.84万 | 0.03% | 1,848 | -48 | -2.5% | -$6,971 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $27.28万 | 0.03% | 5,461 | 5,461 | — | $27.28万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $27.57万 | 0.03% | 10,360 | -939 | -8.3% | -$2.50万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $27.58万 | 0.03% | 5,457 | -6,777 | -55.4% | -$34.26万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.82万 | 0.03% | 8,296 | -1,974 | -19.2% | -$6.62万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $28.00万 | 0.03% | 3,411 | -431 | -11.2% | -$3.54万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $28.33万 | 0.03% | 1,007 | 1 | 0.1% | $281 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $28.37万 | 0.03% | 2,898 | -150 | -4.9% | -$1.47万 | 减仓 |
| — | GLOBAL X FDS | $28.41万 | 0.03% | 7,182 | -1,229 | -14.6% | -$4.86万 | 减仓 |
| AMLP | ALPS ETF TR | $28.44万 | 0.03% | 5,402 | 5,402 | — | $28.44万 | 新建仓 |
| — | WISDOMTREE TR | $28.60万 | 0.03% | 2,827 | -11,123 | -79.7% | -$112.55万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $28.93万 | 0.04% | 4,365 | 1,102 | 33.8% | $7.30万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $29.02万 | 0.04% | 2,808 | -213 | -7.1% | -$2.20万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.07万 | 0.04% | 6,092 | -2,763 | -31.2% | -$13.19万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $29.10万 | 0.04% | 20,891 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $29.13万 | 0.04% | 20,401 | 1,934 | 10.5% | $2.76万 | 加仓 |
| ECL | ECOLAB INC | $29.31万 | 0.04% | 1,102 | 26 | 2.4% | $6,916 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $29.68万 | 0.04% | 11,150 | 11,150 | — | $29.68万 | 新建仓 |
| IBB | ISHARES TR | $29.76万 | 0.04% | 1,763 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $29.81万 | 0.04% | 3,516 | -154 | -4.2% | -$1.31万 | 减仓 |
| IWB | ISHARES TR | $30.09万 | 0.04% | 844 | -42 | -4.7% | -$1.50万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $30.15万 | 0.04% | 5,714 | 2,670 | 87.7% | $14.09万 | 加仓 |
| IYW | ISHARES TR | $30.33万 | 0.04% | 1,672 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $30.35万 | 0.04% | 23,710 | -24,465 | -50.8% | -$31.31万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $30.48万 | 0.04% | 35,364 | 115 | 0.3% | $991 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.77万 | 0.04% | 4,323 | -9,857 | -69.5% | -$70.16万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.87万 | 0.04% | 6,309 | 1,557 | 32.8% | $7.62万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $31.17万 | 0.04% | 4,492 | 703 | 18.6% | $4.88万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $31.19万 | 0.04% | 1,212 | -98 | -7.5% | -$2.52万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.71万 | 0.04% | 12,369 | 2 | 0.0% | $51 | 加仓 |
| SPHY | SPDR SERIES TRUST | $31.83万 | 0.04% | 13,649 | -3,132 | -18.7% | -$7.30万 | 减仓 |
| VPU | VANGUARD WORLD FD | $32.00万 | 0.04% | 1,615 | 1,615 | — | $32.00万 | 新建仓 |
| MUB | ISHARES TR | $32.13万 | 0.04% | 3,027 | 189 | 6.7% | $2.01万 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.19万 | 0.04% | 1,303 | 37 | 2.9% | $9,142 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.23万 | 0.04% | 13,021 | 329 | 2.6% | $8,143 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $32.45万 | 0.04% | 6,359 | -1,052 | -14.2% | -$5.37万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.46万 | 0.04% | 1,168 | 4 | 0.3% | $1,111 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $32.49万 | 0.04% | 7,414 | 671 | 10.0% | $2.94万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $32.71万 | 0.04% | 3,527 | -50 | -1.4% | -$4,638 | 减仓 |
| ARKF | ARK ETF TR | $32.79万 | 0.04% | 8,627 | -259 | -2.9% | -$9,845 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $32.88万 | 0.04% | 9,045 | 368 | 4.2% | $1.34万 | 加仓 |
| IFRA | ISHARES TR | $32.88万 | 0.04% | 5,748 | 395 | 7.4% | $2.26万 | 加仓 |
| ARKK | ARK ETF TR | $32.94万 | 0.04% | 4,874 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $33.03万 | 0.04% | 4,598 | -62 | -1.3% | -$4,453 | 减仓 |
| IWO | ISHARES TR | $33.19万 | 0.04% | 1,058 | 1 | 0.1% | $314 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.62万 | 0.04% | 1,157 | 1 | 0.1% | $291 | 加仓 |
| OIH | VANECK ETF TRUST | $33.63万 | 0.04% | 832 | 832 | — | $33.63万 | 新建仓 |
| IUSV | ISHARES TR | $33.90万 | 0.04% | 3,315 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.04% | 3,961 | 666 | 20.2% | $5.70万 | 加仓 |
| INVH | INVITATION HOMES INC | $34.04万 | 0.04% | 13,700 | 13,700 | — | $34.04万 | 新建仓 |
| NBXG | NEUBERGER NEXT GENERATION | $34.15万 | 0.04% | 26,536 | 1,898 | 7.7% | $2.44万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $34.34万 | 0.04% | 5,842 | -1,453 | -19.9% | -$8.54万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $34.58万 | 0.04% | 6,709 | -592 | -8.1% | -$3.05万 | 减仓 |
| CME | CME GROUP INC | $34.63万 | 0.04% | 1,173 | -1,125 | -49.0% | -$33.22万 | 减仓 |
| ES | EVERSOURCE ENERGY | $34.72万 | 0.04% | 5,012 | -57 | -1.1% | -$3,949 | 减仓 |
| CALF | PACER FDS TR | $34.74万 | 0.04% | 7,742 | -481 | -5.8% | -$2.16万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $34.86万 | 0.04% | 7,782 | -922 | -10.6% | -$4.13万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $34.93万 | 0.04% | 3,498 | 1,176 | 50.6% | $11.74万 | 加仓 |
| EMR | EMERSON ELEC CO | $35.46万 | 0.04% | 2,707 | 20 | 0.7% | $2,620 | 加仓 |
| SLB | SLB LIMITED | $35.52万 | 0.04% | 6,911 | 782 | 12.8% | $4.02万 | 加仓 |
| PFE | PFIZER INC | $35.58万 | 0.04% | 12,672 | -36 | -0.3% | -$1,011 | 减仓 |
| DIS | DISNEY WALT CO | $35.72万 | 0.04% | 3,706 | -658 | -15.1% | -$6.34万 | 减仓 |