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 |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | $116.43万 | 0.14% | 11,221 | 7,850 | 232.9% | $81.45万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $116.58万 | 0.14% | 12,371 | 2,483 | 25.1% | $23.40万 | 加仓 |
| OKE | ONEOK INC NEW | $119.56万 | 0.15% | 13,227 | 4,873 | 58.3% | $44.05万 | 加仓 |
| — | INVESCO DB US DLR INDEX TR | $120.61万 | 0.15% | 67,005 | 15,109 | 29.1% | $27.20万 | 加仓 |
| IWD | ISHARES TR | $122.21万 | 0.15% | 5,720 | 21 | 0.4% | $4,487 | 加仓 |
| DGRW | WISDOMTREE TR | $123.49万 | 0.15% | 14,059 | -418 | -2.9% | -$3.67万 | 减仓 |
| IAUM | ISHARES GOLD TR | $123.73万 | 0.15% | 26,495 | -118 | -0.4% | -$5,511 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $124.58万 | 0.15% | 2,690 | -25 | -0.9% | -$1.16万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $124.78万 | 0.15% | 1,394 | -12 | -0.9% | -$1.07万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $125.61万 | 0.15% | 7,766 | 124 | 1.6% | $2.01万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $125.64万 | 0.15% | 16,588 | 1,212 | 7.9% | $9.18万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $126.09万 | 0.15% | 9,115 | 394 | 4.5% | $5.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $126.72万 | 0.15% | 4,683 | -588 | -11.2% | -$15.91万 | 减仓 |
| RKLB | ROCKET LAB CORP | $126.78万 | 0.15% | 19,742 | -48 | -0.2% | -$3,083 | 减仓 |
| KO | COCA COLA CO | $128.99万 | 0.16% | 16,961 | -598 | -3.4% | -$4.55万 | 减仓 |
| GDX | VANECK ETF TRUST | $129.18万 | 0.16% | 14,076 | -1,609 | -10.3% | -$14.77万 | 减仓 |
| PEP | PEPSICO INC | $130.15万 | 0.16% | 8,381 | -471 | -5.3% | -$7.31万 | 减仓 |
| IWF | ISHARES TR | $130.64万 | 0.16% | 3,064 | -18 | -0.6% | -$7,675 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $132.87万 | 0.16% | 19,796 | 1,402 | 7.6% | $9.41万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $134.00万 | 0.16% | 35,413 | 356 | 1.0% | $1.35万 | 加仓 |
| IVE | ISHARES TR | $134.43万 | 0.16% | 6,367 | -16,882 | -72.6% | -$356.45万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $134.89万 | 0.16% | 9,200 | 540 | 6.2% | $7.92万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $135.75万 | 0.17% | 6,525 | -36,468 | -84.8% | -$758.71万 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $136.73万 | 0.17% | 27,484 | -2,401 | -8.0% | -$11.94万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $140.39万 | 0.17% | 36,034 | 4,973 | 16.0% | $19.37万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $141.26万 | 0.17% | 19,688 | -2,431 | -11.0% | -$17.44万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $141.46万 | 0.17% | 27,241 | 5,919 | 27.8% | $30.74万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $141.74万 | 0.17% | 25,530 | 5,379 | 26.7% | $29.86万 | 加仓 |
| INTC | INTEL CORP | $145.56万 | 0.18% | 32,985 | 6,118 | 22.8% | $27.00万 | 加仓 |
| SOXX | ISHARES TR | $145.63万 | 0.18% | 4,431 | -147 | -3.2% | -$4.83万 | 减仓 |
| IWR | ISHARES TR | $148.16万 | 0.18% | 15,238 | 15 | 0.1% | $1,458 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $152.18万 | 0.19% | 28,303 | -3,906 | -12.1% | -$21.00万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $152.32万 | 0.19% | 13,789 | 5,274 | 61.9% | $58.26万 | 加仓 |
| BIL | SPDR SERIES TRUST | $162.08万 | 0.20% | 17,687 | -912 | -4.9% | -$8.36万 | 减仓 |
| AGG | ISHARES TR | $171.03万 | 0.21% | 17,229 | 222 | 1.3% | $2.20万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $175.18万 | 0.21% | 57,098 | 714 | 1.3% | $2.19万 | 加仓 |
| CAT | CATERPILLAR INC | $175.36万 | 0.21% | 2,475 | 10 | 0.4% | $7,085 | 加仓 |
| SYY | SYSCO CORP | $177.90万 | 0.22% | 24,940 | 5,954 | 31.4% | $42.47万 | 加仓 |
| AGI | ALAMOS GOLD INC | $180.72万 | 0.22% | 40,675 | -1,117 | -2.7% | -$4.96万 | 减仓 |
| VB | VANGUARD INDEX FDS | $182.41万 | 0.22% | 6,964 | 20 | 0.3% | $5,239 | 加仓 |
| META | META PLATFORMS INC | $182.57万 | 0.22% | 3,191 | -508 | -13.7% | -$29.06万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $183.57万 | 0.22% | 12,709 | 159 | 1.3% | $2.30万 | 加仓 |
| — | PROSHARES TR | $185.09万 | 0.23% | 24,596 | 24,596 | — | $185.09万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $185.33万 | 0.23% | 14,139 | 2,172 | 18.1% | $28.47万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $186.56万 | 0.23% | 5,520 | 23 | 0.4% | $7,773 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $187.97万 | 0.23% | 30,684 | 13,850 | 82.3% | $84.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $189.95万 | 0.23% | 23,465 | 11,692 | 99.3% | $94.65万 | 加仓 |
| ABBV | ABBVIE INC | $190.00万 | 0.23% | 8,736 | 475 | 5.7% | $10.33万 | 加仓 |
| VGT | VANGUARD WORLD FD | $191.09万 | 0.23% | 2,739 | -32 | -1.2% | -$2.23万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $192.05万 | 0.23% | 17,394 | 17,394 | — | $192.05万 | 新建仓 |
| HD | HOME DEPOT INC | $193.31万 | 0.24% | 5,878 | -18 | -0.3% | -$5,920 | 减仓 |
| COWG | PACER FDS TR | $193.85万 | 0.24% | 57,456 | 7,506 | 15.0% | $25.32万 | 加仓 |
| ITOT | ISHARES TR | $194.40万 | 0.24% | 13,649 | 374 | 2.8% | $5.33万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $195.34万 | 0.24% | 24,913 | 681 | 2.8% | $5.34万 | 加仓 |
| AEE | AMEREN CORP | $200.34万 | 0.24% | 18,226 | 4,114 | 29.2% | $45.22万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $202.87万 | 0.25% | 44,034 | -1,569 | -3.4% | -$7.23万 | 减仓 |
| IEI | ISHARES TR | $203.05万 | 0.25% | 17,121 | 1,662 | 10.8% | $19.71万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $203.47万 | 0.25% | 97,076 | 97,076 | — | $203.47万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $205.64万 | 0.25% | 18,549 | 1,206 | 7.0% | $13.37万 | 加仓 |
| ENB | ENBRIDGE INC | $205.90万 | 0.25% | 38,031 | -1,656 | -4.2% | -$8.97万 | 减仓 |
| IWM | ISHARES TR | $206.89万 | 0.25% | 8,342 | -947 | -10.2% | -$23.49万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $207.88万 | 0.25% | 14,037 | 1,407 | 11.1% | $20.84万 | 加仓 |
| CSCO | CISCO SYS INC | $208.20万 | 0.25% | 26,833 | -164 | -0.6% | -$1.27万 | 减仓 |
| DVY | ISHARES TR | $210.73万 | 0.26% | 13,918 | 210 | 1.5% | $3.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $213.62万 | 0.26% | 8,813 | 149 | 1.7% | $3.61万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $214.29万 | 0.26% | 40,546 | 6,411 | 18.8% | $33.88万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $216.18万 | 0.26% | 54,756 | 5,212 | 10.5% | $20.58万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $216.60万 | 0.26% | 13,629 | 13,629 | — | $216.60万 | 新建仓 |
| QUAL | ISHARES TR | $221.00万 | 0.27% | 11,522 | -749 | -6.1% | -$14.37万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $227.75万 | 0.28% | 30,327 | 3,132 | 11.5% | $23.52万 | 加仓 |
| V | VISA INC | $229.52万 | 0.28% | 7,594 | -220 | -2.8% | -$6.65万 | 减仓 |
| WMT | WALMART INC | $232.72万 | 0.28% | 18,725 | -134 | -0.7% | -$1.67万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $237.77万 | 0.29% | 28,734 | 687 | 2.4% | $5.68万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $238.21万 | 0.29% | 3,492 | 40 | 1.2% | $2.73万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $239.84万 | 0.29% | 18,317 | 903 | 5.2% | $11.82万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $241.14万 | 0.29% | 140,935 | -4,376 | -3.0% | -$7.49万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $243.02万 | 0.30% | 7,041 | -200 | -2.8% | -$6.90万 | 减仓 |
| MCD | MCDONALDS CORP | $248.90万 | 0.30% | 8,009 | -174 | -2.1% | -$5.41万 | 减仓 |
| IEFA | ISHARES TR | $251.58万 | 0.31% | 27,790 | 400 | 1.5% | $3.62万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $251.82万 | 0.31% | 34,710 | -186 | -0.5% | -$1.35万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $257.44万 | 0.31% | 27,717 | 8,616 | 45.1% | $80.03万 | 加仓 |
| AZN | ASTRAZENECA PLC | $259.11万 | 0.32% | 13,138 | 13,138 | — | $259.11万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $271.48万 | 0.33% | 13,121 | -136 | -1.0% | -$2.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $271.91万 | 0.33% | 13,366 | -24,153 | -64.4% | -$491.35万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $278.87万 | 0.34% | 44,491 | -126 | -0.3% | -$7,898 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $279.21万 | 0.34% | 61,691 | -254 | -0.4% | -$1.15万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $286.01万 | 0.35% | 57,932 | -952 | -1.6% | -$4.70万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $288.30万 | 0.35% | 42,223 | -612 | -1.4% | -$4.18万 | 减仓 |
| VO | VANGUARD INDEX FDS | $293.55万 | 0.36% | 10,222 | 192 | 1.9% | $5.51万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $305.59万 | 0.37% | 112,555 | 9,954 | 9.7% | $27.03万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $314.98万 | 0.38% | 108,128 | 1,382 | 1.3% | $4.03万 | 加仓 |
| TBIL | RBB FD INC | $327.79万 | 0.40% | 65,743 | -38,911 | -37.2% | -$194.01万 | 减仓 |
| SO | SOUTHERN CO | $328.58万 | 0.40% | 34,042 | 8,610 | 33.9% | $83.10万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $337.77万 | 0.41% | 20,649 | 10,664 | 106.8% | $174.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $343.17万 | 0.42% | 5,678 | -109 | -1.9% | -$6.59万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $355.30万 | 0.43% | 26,734 | -484 | -1.8% | -$6.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $362.27万 | 0.44% | 14,821 | -674 | -4.3% | -$16.47万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $364.02万 | 0.44% | 58,290 | -3,330 | -5.4% | -$20.80万 | 减仓 |
| GOOG | ALPHABET INC | $370.92万 | 0.45% | 12,930 | -89 | -0.7% | -$2.55万 | 减仓 |
| MRK | MERCK & CO INC | $373.76万 | 0.46% | 31,072 | 2,180 | 7.5% | $26.22万 | 加仓 |