13F 机构持仓

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

CONCORD MA · SEC CIK 0001748861

2026Q22026Q1 更早 9 个季度 🔒
$9.03亿2026Q2 申报市值
493持仓数
28.9%前十大占比 · 第一大 6.0%
65 / 67新建仓 / 清仓
申报市值走势$9.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGDV 6.0%
VTI 4.7%
AAPL 2.7%
FBND 2.6%
VOO 2.5%
NVDA 2.5%
AMZN 2.3%
IVV 2.2%
VUG 1.9%
BRK/B 1.5%

2026Q2 买入最多 按季末市值估算

FTCB 加仓+$621.43万
FBND 加仓+$613.23万
GRID 加仓+$395.16万
VXUS 加仓+$359.38万
CEG 新建仓+$304.98万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$1,001.42万
JCPB 清仓-$596.35万
BBUS 清仓-$449.11万
PLTR 减仓-$314.35万
INVESCO CURRENCY 清仓-$192.05万

2026Q2 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
— PROSHARES TR $21.04万0.02%8,397 -6,273-42.8% -$15.72万 减仓
GH GUARDANT HEALTH INC $21.26万0.02%1,417 1,417— $21.26万 新建仓
MDYG SPDR SERIES TRUST $21.43万0.02%1,912 1,912— $21.43万 新建仓
PSFF PACER FDS TR $21.48万0.02%6,262 -48-0.8% -$1,647 减仓
HYG ISHARES TR $21.63万0.02%2,705 -240-8.1% -$1.92万 减仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $21.64万0.02%4,320 3288.2% $1.64万 加仓
ELAN ELANCO ANIMAL HEALTH INC $21.71万0.02%8,822 -13-0.1% -$320 减仓
FPS FORGENT POWER SOLUTIONS INC $21.79万0.02%3,900 3,900— $21.79万 新建仓
IVLU ISHARES TR $21.92万0.02%5,243 1793.5% $7,485 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $22.04万0.02%22,463 3611.6% $3,541 加仓
EDOW FIRST TR EXCHANGE-TRADED FD $22.07万0.02%5,005 -688-12.1% -$3.03万 减仓
MCK MCKESSON CORP $22.10万0.02%292 -5-1.7% -$3,784 减仓
VLO VALERO ENERGY CORP $22.16万0.02%851 -452-34.7% -$11.77万 减仓
EUSA ISHARES INC $22.18万0.02%1,942 1,942— $22.18万 新建仓
HACK AMPLIFY ETF TR $22.26万0.02%2,122 2,122— $22.26万 新建仓
ILMN ILLUMINA INC $22.28万0.02%1,267 1,267— $22.28万 新建仓
MINT PIMCO ETF TR $22.33万0.02%2,215 -96-4.2% -$9,679 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $22.40万0.02%19,076 1,1846.6% $1.39万 加仓
— NUVEEN MASS QUALITY MUN INC $22.40万0.02%17,245 6,74564.2% $8.76万 加仓
UPS UNITED PARCEL SVCS INC $22.54万0.02%2,097 2,097— $22.54万 新建仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $22.65万0.03%7,544 7,544— $22.65万 新建仓
HXL HEXCEL CORP NEW $22.71万0.03%2,270 2,270— $22.71万 新建仓
IUSG ISHARES TR $22.91万0.03%1,218 -243-16.6% -$4.57万 重新持有
NET CLOUDFLARE INC $22.96万0.03%936 936— $22.96万 新建仓
UTF COHEN & STEERS INFRASTRUCTUR $23.01万0.03%8,341 8,341— $23.01万 新建仓
CMCSA COMCAST CORP NEW $23.05万0.03%9,387 -9,677-50.8% -$23.76万 减仓
BNDX VANGUARD CHARLOTTE FDS $23.13万0.03%4,777 270.6% $1,307 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $23.22万0.03%9,262 -12,750-57.9% -$31.96万 减仓
XLY SELECT SECTOR SPDR TR $23.34万0.03%1,990 90.5% $1,056 加仓
Q QNITY ELECTRONICS INC $23.45万0.03%1,436 1,436— $23.45万 新建仓
FMHI FIRST TR EXCH TRADED FD III $23.47万0.03%4,840 4,840— $23.47万 新建仓
— DBX ETF TR $23.56万0.03%9,309 9,309— $23.56万 新建仓
— DBX ETF TR $23.62万0.03%7,682 1341.8% $4,121 加仓
AIA ISHARES TR $23.65万0.03%1,669 1,669— $23.65万 新建仓
COHR COHERENT CORP $23.72万0.03%601 601— $23.72万 新建仓
PAYX PAYCHEX INC $23.73万0.03%2,413 2,413— $23.73万 新建仓
VTEC VANGUARD CALIF TAX FREE FDS $23.78万0.03%2,364 -1,370-36.7% -$13.78万 减仓
MNST MONSTER BEVERAGE CORP NEW $23.79万0.03%2,475 2,475— $23.79万 新建仓
AXP AMERICAN EXPRESS CO $23.93万0.03%708 71.0% $2,366 加仓
VTIP VANGUARD MALVERN FDS $24.18万0.03%4,814 -647-11.8% -$3.25万 减仓
TIP ISHARES TR $24.44万0.03%2,233 27514.0% $3.01万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $24.44万0.03%5,370 -344-6.0% -$1.57万 减仓
VTEI VANGUARD MUN BD FDS $24.51万0.03%2,427 2,427— $24.51万 新建仓
DEO DIAGEO PLC $24.53万0.03%3,052 3,052— $24.53万 新建仓
ULS UL SOLUTIONS INC $24.53万0.03%2,408 30.1% $306 加仓
EFAV ISHARES TR $24.56万0.03%2,801 140.5% $1,228 加仓
FBCG FIDELITY COVINGTON TRUST $24.60万0.03%3,960 -200-4.8% -$1.24万 重新持有
CARR CARRIER GLOBAL CORPORATION $24.78万0.03%3,379 -1,908-36.1% -$13.99万 重新持有
XNIEX VIRTUS EQUITY & CONV INCM FD $25.15万0.03%9,362 7949.3% $2.13万 加仓
HEWJ ISHARES TR $25.48万0.03%3,948 00.0% — 不变
BIZD VANECK ETF TRUST $25.66万0.03%20,266 -3,444-14.5% -$4.36万 减仓
DDOG DATADOG INC $26.01万0.03%999 999— $26.01万 新建仓
VOOG VANGUARD ADMIRAL FDS INC $26.19万0.03%3,169 2,674540.2% $22.10万 重新持有
TPR TAPESTRY INC $26.22万0.03%1,791 00.0% — 不变
FTCS FIRST TR EXCHANGE-TRADED FD $26.31万0.03%2,801 -726-20.6% -$6.82万 减仓
FENI FIDELITY COVINGTON TRUST $26.61万0.03%6,630 1822.8% $7,303 加仓
OIH VANECK ETF TRUST $26.68万0.03%717 -115-13.8% -$4.28万 减仓
ABFL ABACUS FCF ETF TR $26.76万0.03%3,117 140.5% $1,202 加仓
SDY SPDR SERIES TRUST $26.78万0.03%1,760 -75-4.1% -$1.14万 减仓
— RBB FD INC $26.89万0.03%5,368 5,368— $26.89万 新建仓
SCHP SCHWAB STRATEGIC TR $27.31万0.03%10,306 -54-0.5% -$1,431 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $27.39万0.03%4,279 -44-1.0% -$2,816 减仓
VOOV VANGUARD ADMIRAL FDS INC $27.42万0.03%1,251 534.4% $1.16万 加仓
IUSB ISHARES TR $27.43万0.03%5,943 -9,561-61.7% -$44.12万 减仓
FLEX FLEX LTD $27.60万0.03%1,703 1,703— $27.60万 新建仓
ANET ARISTA NETWORKS INC $27.67万0.03%1,629 1,629— $27.67万 新建仓
DFSI DIMENSIONAL ETF TRUST $27.74万0.03%6,150 -50-0.8% -$2,255 减仓
PULS PGIM ETF TR $27.75万0.03%5,601 -4,870-46.5% -$24.13万 减仓
KYN KAYNE ANDERSON ENERGY INFRST $27.76万0.03%20,075 -326-1.6% -$4,509 减仓
KMI KINDER MORGAN INC DEL $27.87万0.03%8,718 4225.1% $1.35万 加仓
COP CONOCOPHILLIPS $28.12万0.03%2,705 -112-4.0% -$1.16万 减仓
SCHF SCHWAB STRATEGIC TR $28.49万0.03%10,284 -2,737-21.0% -$7.58万 减仓
FRDM EA SERIES TRUST $28.52万0.03%3,912 1203.2% $8,747 加仓
FLRT PACER FDS TR $28.66万0.03%6,147 -2,642-30.1% -$12.32万 减仓
BOND PIMCO ETF TR $28.69万0.03%3,111 2749.7% $2.53万 加仓
SBUX STARBUCKS CORP $28.74万0.03%2,813 55924.8% $5.71万 加仓
VRT VERTIV HOLDINGS CO $28.89万0.03%863 -106-10.9% -$3.55万 减仓
CGMS CAPITAL GRP FIXED INCM ETF T $28.94万0.03%10,591 10,591— $28.94万 新建仓
EOS EATON VANCE ENHANCED EQUITY $29.02万0.03%13,166 9657.9% $2.13万 加仓
— ADVISORSHARES TR $29.04万0.03%4,258 1,07833.9% $7.35万 加仓
SIRI SIRIUSXM HOLDINGS INC $29.13万0.03%9,862 5095.4% $1.50万 加仓
ADX ADAMS DIVERSIFIED EQUITY FD $29.13万0.03%11,403 1951.7% $4,982 加仓
ENTG ENTEGRIS INC $29.34万0.03%1,631 1,631— $29.34万 新建仓
USB US BANCORP $29.59万0.03%4,899 94724.0% $5.72万 重新持有
ARKF ARK ETF TR $29.65万0.03%7,514 -1,113-12.9% -$4.39万 减仓
— GLOBAL X FDS $29.91万0.03%7,182 00.0% — 不变
SLQD ISHARES TR $29.91万0.03%5,939 -2,810-32.1% -$14.15万 减仓
OXY OCCIDENTAL PETE CORP $29.95万0.03%6,166 00.0% — 不变
MMM 3M CO $30.02万0.03%1,854 60.3% $971 加仓
NFLX NETFLIX INC. $30.10万0.03%4,215 3238.3% $2.31万 加仓
AMLP ALPS ETF TR $30.49万0.03%5,880 4788.8% $2.48万 加仓
ASGI ABRDN GLOBAL INFRA INCOME FU $30.75万0.03%13,227 1,57313.5% $3.66万 加仓
HYMB SPDR SERIES TRUST $31.09万0.03%12,222 12,222— $31.09万 新建仓
TNA DIREXION SHARES ETF TRUST $31.11万0.03%4,142 4,142— $31.11万 新建仓
PYPL PAYPAL HLDGS INC $31.21万0.03%7,229 7,229— $31.21万 新建仓
FSLR FIRST SOLAR INC $31.26万0.03%1,325 12510.4% $2.95万 加仓
— TIDAL TRUST III $31.34万0.03%16,995 16,995— $31.34万 新建仓
XMHQ INVESCO EXCHANGE TRADED FD T $31.39万0.03%2,781 -27-1.0% -$3,047 减仓
DIS DISNEY WALT CO $31.46万0.03%3,269 -437-11.8% -$4.21万 减仓
ARKW ARK ETF TR $31.93万0.04%2,204 -3-0.1% -$435 减仓