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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES TR | $35.73万 | 0.04% | 3,370 | 52 | 1.6% | $5,513 | 加仓 |
| — | VANECK ETF TRUST | $35.73万 | 0.04% | 7,233 | 7,233 | — | $35.73万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $35.76万 | 0.04% | 2,500 | -3 | -0.1% | -$429 | 减仓 |
| IWY | ISHARES TR | $35.81万 | 0.04% | 1,439 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $35.81万 | 0.04% | 1,943 | -247 | -11.3% | -$4.55万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $35.85万 | 0.04% | 3,032 | -268 | -8.1% | -$3.17万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $36.09万 | 0.04% | 2,178 | 124 | 6.0% | $2.05万 | 加仓 |
| — | GABELLI GLOBAL UTIL & INCOME | $36.10万 | 0.04% | 18,845 | 651 | 3.6% | $1.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.38万 | 0.04% | 9,898 | -1,555 | -13.6% | -$5.72万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $36.40万 | 0.04% | 7,140 | -516 | -6.7% | -$2.63万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $36.71万 | 0.04% | 15,125 | -19,306 | -56.1% | -$46.85万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $37.00万 | 0.05% | 3,734 | 18 | 0.5% | $1,783 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.08万 | 0.05% | 3,946 | 130 | 3.4% | $1.22万 | 加仓 |
| COP | CONOCOPHILLIPS | $37.18万 | 0.05% | 2,817 | -5 | -0.2% | -$660 | 减仓 |
| NFLX | NETFLIX INC. | $37.42万 | 0.05% | 3,892 | -4,200 | -51.9% | -$40.39万 | 减仓 |
| ILCV | ISHARES TR | $37.74万 | 0.05% | 4,052 | -106 | -2.5% | -$9,872 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $37.75万 | 0.05% | 14,453 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $37.97万 | 0.05% | 18,652 | 66 | 0.4% | $1,344 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $38.02万 | 0.05% | 3,533 | -649 | -15.5% | -$6.98万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $38.25万 | 0.05% | 13,700 | 13,700 | — | $38.25万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.38万 | 0.05% | 2,931 | 606 | 26.1% | $7.94万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $38.51万 | 0.05% | 4,963 | 1,347 | 37.3% | $10.45万 | 加仓 |
| IJK | ISHARES TR | $38.53万 | 0.05% | 3,829 | 1 | 0.0% | $101 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $38.76万 | 0.05% | 15,892 | -29,125 | -64.7% | -$71.04万 | 减仓 |
| SLV | ISHARES SILVER TR | $38.83万 | 0.05% | 5,698 | -2,133 | -27.2% | -$14.53万 | 减仓 |
| CSX | CSX CORP | $39.01万 | 0.05% | 9,503 | 13 | 0.1% | $534 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $39.05万 | 0.05% | 9,462 | 30 | 0.3% | $1,238 | 加仓 |
| AMAT | APPLIED MATLS INC | $39.05万 | 0.05% | 1,143 | -44 | -3.7% | -$1.50万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $39.09万 | 0.05% | 1,195 | 1 | 0.1% | $327 | 加仓 |
| QCOM | QUALCOMM INC | $39.21万 | 0.05% | 3,045 | -954 | -23.9% | -$12.29万 | 减仓 |
| LAZ | LAZARD INC | $39.23万 | 0.05% | 9,234 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.85万 | 0.05% | 10,256 | -2,430 | -19.2% | -$9.44万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $40.08万 | 0.05% | 6,166 | 1,317 | 27.2% | $8.56万 | 重新持有 |
| VTS | VITESSE ENERGY INC | $40.36万 | 0.05% | 22,223 | -342 | -1.5% | -$6,211 | 减仓 |
| HGER | HARBOR ETF TRUST | $40.66万 | 0.05% | 13,113 | 13,113 | — | $40.66万 | 新建仓 |
| FLRT | PACER FDS TR | $40.70万 | 0.05% | 8,789 | -5,016 | -36.3% | -$23.23万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $40.85万 | 0.05% | 4,793 | 2,054 | 75.0% | $17.51万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $40.86万 | 0.05% | 10,363 | -136 | -1.3% | -$5,362 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $40.91万 | 0.05% | 1,966 | 10 | 0.5% | $2,081 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $41.36万 | 0.05% | 12,838 | 5,973 | 87.0% | $19.25万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $41.55万 | 0.05% | 3,070 | 8 | 0.3% | $1,083 | 加仓 |
| FALN | ISHARES TR | $41.56万 | 0.05% | 15,554 | -6,401 | -29.2% | -$17.10万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $41.58万 | 0.05% | 2,279 | -327 | -12.5% | -$5.97万 | 减仓 |
| MOO | VANECK ETF TRUST | $41.73万 | 0.05% | 4,939 | 4,939 | — | $41.73万 | 新建仓 |
| MS | MORGAN STANLEY | $41.91万 | 0.05% | 2,547 | -237 | -8.5% | -$3.90万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $41.92万 | 0.05% | 5,911 | 663 | 12.6% | $4.70万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $42.06万 | 0.05% | 10,707 | 766 | 7.7% | $3.01万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $42.11万 | 0.05% | 5,258 | -9 | -0.2% | -$721 | 减仓 |
| WAB | WABTEC | $42.34万 | 0.05% | 1,694 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $42.35万 | 0.05% | 5,945 | -2,273 | -27.7% | -$16.19万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $42.48万 | 0.05% | 1,955 | -165 | -7.8% | -$3.58万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $42.84万 | 0.05% | 4,830 | -239 | -4.7% | -$2.12万 | 减仓 |
| IEF | ISHARES TR | $43.04万 | 0.05% | 4,510 | -117 | -2.5% | -$1.12万 | 减仓 |
| ILCG | ISHARES TR | $43.11万 | 0.05% | 4,515 | -624 | -12.1% | -$5.96万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $43.52万 | 0.05% | 11,326 | -2,033 | -15.2% | -$7.81万 | 减仓 |
| SLQD | ISHARES TR | $44.17万 | 0.05% | 8,749 | -180 | -2.0% | -$9,088 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.18万 | 0.05% | 7,285 | -15,618 | -68.2% | -$94.72万 | 减仓 |
| VHT | VANGUARD WORLD FD | $44.44万 | 0.05% | 1,632 | -1,396 | -46.1% | -$38.02万 | 减仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $44.62万 | 0.05% | 35,754 | 3,198 | 9.8% | $3.99万 | 加仓 |
| TRP | TC ENERGY CORP | $44.79万 | 0.05% | 7,155 | 2,181 | 43.8% | $13.65万 | 加仓 |
| UNP | UNION PAC CORP | $44.96万 | 0.05% | 1,853 | -64 | -3.3% | -$1.55万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $45.28万 | 0.06% | 4,853 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $45.36万 | 0.06% | 11,650 | -428 | -3.5% | -$1.67万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $45.45万 | 0.06% | 11,579 | 11,579 | — | $45.45万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $45.65万 | 0.06% | 9,839 | -744 | -7.0% | -$3.45万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.80万 | 0.06% | 2,254 | -2,707 | -54.6% | -$55.01万 | 减仓 |
| GLW | CORNING INC | $46.03万 | 0.06% | 3,386 | -537 | -13.7% | -$7.30万 | 减仓 |
| IMCG | ISHARES TR | $46.04万 | 0.06% | 5,845 | -120 | -2.0% | -$9,452 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $46.16万 | 0.06% | 14,909 | -126 | -0.8% | -$3,901 | 减仓 |
| XAR | SPDR SERIES TRUST | $46.34万 | 0.06% | 1,825 | 348 | 23.6% | $8.84万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.46万 | 0.06% | 1,190 | 75 | 6.7% | $2.93万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $46.73万 | 0.06% | 9,348 | -4,523 | -32.6% | -$22.61万 | 减仓 |
| SHOP | SHOPIFY INC | $47.10万 | 0.06% | 3,971 | 116 | 3.0% | $1.38万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $47.13万 | 0.06% | 9,709 | -626 | -6.1% | -$3.04万 | 减仓 |
| — | PROSHARES TR | $47.22万 | 0.06% | 14,670 | 14,670 | — | $47.22万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $47.43万 | 0.06% | 12,026 | 2,727 | 29.3% | $10.76万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $47.60万 | 0.06% | 14,224 | -2,341 | -14.1% | -$7.83万 | 减仓 |
| PFF | ISHARES TR | $48.19万 | 0.06% | 15,893 | -109 | -0.7% | -$3,305 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $48.37万 | 0.06% | 8,853 | -7,945 | -47.3% | -$43.41万 | 减仓 |
| — | HONEYWELL INTL INC | $48.45万 | 0.06% | 2,143 | -1,685 | -44.0% | -$38.09万 | 减仓 |
| EXC | EXELON CORP | $48.63万 | 0.06% | 9,921 | -115 | -1.1% | -$5,637 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $48.96万 | 0.06% | 49,210 | 18,426 | 59.9% | $18.33万 | 加仓 |
| UNM | UNUM GROUP | $49.17万 | 0.06% | 6,733 | 236 | 3.6% | $1.72万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $49.30万 | 0.06% | 9,613 | -488 | -4.8% | -$2.50万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $50.37万 | 0.06% | 1,404 | 5 | 0.4% | $1,794 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $50.69万 | 0.06% | 14,243 | -737 | -4.9% | -$2.62万 | 减仓 |
| POWL | POWELL INDS INC | $51.40万 | 0.06% | 950 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $51.46万 | 0.06% | 25,092 | -2,591 | -9.4% | -$5.31万 | 减仓 |
| MET | METLIFE INC | $51.70万 | 0.06% | 7,311 | 4 | 0.1% | $283 | 加仓 |
| PULS | PGIM ETF TR | $51.83万 | 0.06% | 10,471 | -1,706 | -14.0% | -$8.45万 | 减仓 |
| BILS | SPDR SERIES TRUST | $51.93万 | 0.06% | 5,222 | -69 | -1.3% | -$6,861 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $52.04万 | 0.06% | 14,853 | 4,905 | 49.3% | $17.19万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.14万 | 0.06% | 3,980 | 98 | 2.5% | $1.28万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $52.30万 | 0.06% | 15,373 | -104 | -0.7% | -$3,538 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $52.49万 | 0.06% | 6,981 | -685 | -8.9% | -$5.15万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $52.68万 | 0.06% | 3,286 | -130 | -3.8% | -$2.08万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $52.76万 | 0.06% | 48,721 | -457 | -0.9% | -$4,949 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $53.61万 | 0.07% | 25,807 | -20,750 | -44.6% | -$43.10万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $54.00万 | 0.07% | 1,851 | -42 | -2.2% | -$1.23万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.69万 | 0.07% | 10,895 | -4,837 | -30.7% | -$24.28万 | 减仓 |