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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $54.72万 | 0.07% | 4,825 | -6,063 | -55.7% | -$68.76万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $54.73万 | 0.07% | 19,064 | 8,014 | 72.5% | $23.01万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $55.03万 | 0.07% | 15,410 | 4,097 | 36.2% | $14.63万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $55.11万 | 0.07% | 22,012 | 564 | 2.6% | $1.41万 | 加仓 |
| — | RBB FD INC | $55.17万 | 0.07% | 10,941 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $55.26万 | 0.07% | 15,393 | -530 | -3.3% | -$1.90万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $55.58万 | 0.07% | 3,988 | 65 | 1.7% | $9,059 | 加仓 |
| VTR | VENTAS INC | $56.38万 | 0.07% | 6,895 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $56.83万 | 0.07% | 2,265 | -109 | -4.6% | -$2.73万 | 减仓 |
| EWZ | ISHARES INC | $57.22万 | 0.07% | 14,904 | -33,017 | -68.9% | -$126.75万 | 减仓 |
| UTES | ETFIS SER TR I | $57.88万 | 0.07% | 7,244 | 2,274 | 45.8% | $18.17万 | 加仓 |
| BYLD | ISHARES TR | $58.03万 | 0.07% | 25,757 | -2,368 | -8.4% | -$5.34万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $58.41万 | 0.07% | 12,746 | -4,137 | -24.5% | -$18.96万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $58.72万 | 0.07% | 11,328 | 1,229 | 12.2% | $6.37万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $58.98万 | 0.07% | 14,846 | 82 | 0.6% | $3,258 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.32万 | 0.07% | 1,207 | -15 | -1.2% | -$7,372 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $60.92万 | 0.07% | 13,677 | 545 | 4.2% | $2.43万 | 加仓 |
| URNM | SPROTT FDS TR | $61.35万 | 0.07% | 9,715 | -1,150 | -10.6% | -$7.26万 | 减仓 |
| DBEF | DBX ETF TR | $61.58万 | 0.08% | 12,466 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $62.09万 | 0.08% | 9,410 | 74 | 0.8% | $4,883 | 加仓 |
| HDEF | DBX ETF TR | $62.21万 | 0.08% | 19,194 | 2,520 | 15.1% | $8.17万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $62.30万 | 0.08% | 18,574 | -2,048 | -9.9% | -$6.87万 | 减仓 |
| PSQO | PALMER SQUARE FUNDS TR | $62.36万 | 0.08% | 30,389 | 1,630 | 5.7% | $3.34万 | 加仓 |
| D | DOMINION ENERGY INC | $62.70万 | 0.08% | 10,142 | 1,894 | 23.0% | $11.71万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $62.94万 | 0.08% | 5,561 | 7 | 0.1% | $792 | 加仓 |
| LRCX | LAM RESEARCH CORP | $62.99万 | 0.08% | 2,948 | 43 | 1.5% | $9,187 | 加仓 |
| IGIB | ISHARES TR | $63.10万 | 0.08% | 11,857 | -1,594 | -11.9% | -$8.48万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $66.66万 | 0.08% | 12,068 | 665 | 5.8% | $3.67万 | 加仓 |
| PYLD | PIMCO ETF TR | $66.74万 | 0.08% | 25,473 | -19,684 | -43.6% | -$51.57万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $67.61万 | 0.08% | 10,359 | -166 | -1.6% | -$1.08万 | 减仓 |
| CCJ | CAMECO CORP | $67.97万 | 0.08% | 6,258 | -4,807 | -43.4% | -$52.21万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $68.60万 | 0.08% | 13,184 | -798 | -5.7% | -$4.15万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $68.69万 | 0.08% | 9,785 | 236 | 2.5% | $1.66万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $68.98万 | 0.08% | 9,367 | -1,898 | -16.8% | -$13.98万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $69.35万 | 0.08% | 9,485 | -2,722 | -22.3% | -$19.90万 | 减仓 |
| BAC | BANK AMERICA CORP | $69.60万 | 0.09% | 14,277 | -3,303 | -18.8% | -$16.10万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $69.67万 | 0.09% | 27,013 | 2,301 | 9.3% | $5.93万 | 加仓 |
| AFL | AFLAC INC | $69.88万 | 0.09% | 6,369 | 61 | 1.0% | $6,693 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $70.22万 | 0.09% | 18,973 | 36 | 0.2% | $1,332 | 加仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $70.58万 | 0.09% | 69,266 | 8,873 | 14.7% | $9.04万 | 加仓 |
| DHR | DANAHER CORP DEL | $70.84万 | 0.09% | 3,736 | -101 | -2.6% | -$1.92万 | 减仓 |
| IRM | IRON MTN INC DEL | $71.54万 | 0.09% | 7,004 | -7 | -0.1% | -$715 | 减仓 |
| IUSB | ISHARES TR | $71.61万 | 0.09% | 15,504 | 1,326 | 9.4% | $6.12万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $72.05万 | 0.09% | 14,235 | -2,603 | -15.5% | -$13.17万 | 减仓 |
| ORCL | ORACLE CORP | $72.08万 | 0.09% | 4,900 | -4,998 | -50.5% | -$73.52万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $73.20万 | 0.09% | 3,128 | -180 | -5.4% | -$4.21万 | 减仓 |
| ICSH | ISHARES TR | $73.48万 | 0.09% | 14,516 | 6,451 | 80.0% | $32.66万 | 加仓 |
| MGK | VANGUARD WORLD FD | $74.43万 | 0.09% | 2,026 | -28 | -1.4% | -$1.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $74.92万 | 0.09% | 3,819 | 709 | 22.8% | $13.91万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $75.24万 | 0.09% | 14,876 | -6,599 | -30.7% | -$33.38万 | 减仓 |
| IEMG | ISHARES INC | $75.66万 | 0.09% | 10,847 | -367 | -3.3% | -$2.56万 | 减仓 |
| LOW | LOWES COS INC | $76.04万 | 0.09% | 3,218 | 9 | 0.3% | $2,127 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $76.26万 | 0.09% | 8,080 | -10 | -0.1% | -$944 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $76.40万 | 0.09% | 4,621 | 46 | 1.0% | $7,605 | 加仓 |
| DFJ | WISDOMTREE TR | $77.15万 | 0.09% | 7,559 | -153 | -2.0% | -$1.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $78.05万 | 0.10% | 9,804 | -77 | -0.8% | -$6,130 | 减仓 |
| TJX | TJX COS INC NEW | $78.99万 | 0.10% | 4,946 | -124 | -2.4% | -$1.98万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $79.08万 | 0.10% | 15,700 | 2,146 | 15.8% | $10.81万 | 加仓 |
| T | AT&T INC | $79.43万 | 0.10% | 27,400 | -3,671 | -11.8% | -$10.64万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $79.72万 | 0.10% | 18,821 | 4,280 | 29.4% | $18.13万 | 加仓 |
| HDV | ISHARES TR | $81.01万 | 0.10% | 5,969 | 389 | 7.0% | $5.28万 | 加仓 |
| EEM | ISHARES TR | $81.50万 | 0.10% | 14,352 | 158 | 1.1% | $8,973 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $81.56万 | 0.10% | 964 | 2 | 0.2% | $1,692 | 加仓 |
| BX | BLACKSTONE INC | $82.41万 | 0.10% | 7,166 | -2,123 | -22.9% | -$24.41万 | 减仓 |
| — | KRANESHARES TRUST | $82.52万 | 0.10% | 44,105 | 56 | 0.1% | $1,048 | 加仓 |
| FLRN | SPDR SERIES TRUST | $82.77万 | 0.10% | 26,891 | -4,259 | -13.7% | -$13.11万 | 减仓 |
| ETN | EATON CORP PLC | $83.79万 | 0.10% | 2,343 | -98 | -4.0% | -$3.50万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $83.88万 | 0.10% | 4,132 | -203 | -4.7% | -$4.12万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $85.58万 | 0.10% | 16,159 | 170 | 1.1% | $9,003 | 加仓 |
| ABT | ABBOTT LABORATORIES | $86.03万 | 0.11% | 8,380 | -8,614 | -50.7% | -$88.44万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $86.15万 | 0.11% | 161,932 | 1,975 | 1.2% | $1.05万 | 加仓 |
| IJH | ISHARES TR | $86.47万 | 0.11% | 12,804 | -297 | -2.3% | -$2.01万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $86.55万 | 0.11% | 22,528 | -2,396 | -9.6% | -$9.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $86.89万 | 0.11% | 16,075 | -626 | -3.7% | -$3.38万 | 减仓 |
| BLK | BLACKROCK INC | $89.38万 | 0.11% | 929 | -130 | -12.3% | -$12.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $89.72万 | 0.11% | 1,455 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $90.65万 | 0.11% | 26,443 | 26,443 | — | $90.65万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $90.99万 | 0.11% | 3,960 | 503 | 14.6% | $11.56万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $91.13万 | 0.11% | 10,782 | -6,434 | -37.4% | -$54.38万 | 减仓 |
| IVW | ISHARES TR | $91.68万 | 0.11% | 8,105 | 707 | 9.6% | $8.00万 | 加仓 |
| BA | BOEING CO | $94.48万 | 0.12% | 4,747 | 1,861 | 64.5% | $37.04万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $95.73万 | 0.12% | 17,987 | 1,327 | 8.0% | $7.06万 | 加仓 |
| CB | CHUBB LTD SWITZ | $96.68万 | 0.12% | 2,966 | 1,926 | 185.2% | $62.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $97.00万 | 0.12% | 21,138 | 395 | 1.9% | $1.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.81万 | 0.12% | 15,263 | -241 | -1.6% | -$1.54万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $97.98万 | 0.12% | 19,694 | 13,015 | 194.9% | $64.75万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $100.43万 | 0.12% | 35,439 | 35,439 | — | $100.43万 | 新建仓 |
| ITA | ISHARES TR | $100.88万 | 0.12% | 4,612 | -15 | -0.3% | -$3,281 | 减仓 |
| NGG | NATIONAL GRID PLC | $102.71万 | 0.13% | 12,141 | -280 | -2.3% | -$2.37万 | 减仓 |
| VDE | VANGUARD WORLD FD | $103.52万 | 0.13% | 5,982 | 2,947 | 97.1% | $51.00万 | 加仓 |
| MKL | MARKEL GROUP INC | $104.32万 | 0.13% | 545 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $104.65万 | 0.13% | 14,912 | 456 | 3.2% | $3.20万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $104.91万 | 0.13% | 9,470 | 666 | 7.6% | $7.38万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $104.95万 | 0.13% | 20,918 | 7,242 | 53.0% | $36.33万 | 加仓 |
| ASML | ASML HLDG NV | $108.08万 | 0.13% | 818 | -29 | -3.4% | -$3.83万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $109.68万 | 0.13% | 2,195 | -284 | -11.5% | -$14.19万 | 减仓 |
| USMV | ISHARES TR | $111.37万 | 0.14% | 12,009 | 958 | 8.7% | $8.88万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $112.06万 | 0.14% | 37,166 | 37,166 | — | $112.06万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $116.29万 | 0.14% | 52,057 | 1,539 | 3.0% | $3.44万 | 加仓 |
| MOAT | VANECK ETF TRUST | $116.41万 | 0.14% | 12,038 | -9,889 | -45.1% | -$95.63万 | 减仓 |