Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CONCORD MA · SEC CIK 0001748861
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $100.75万 | 0.11% | 2,957 | -9 | -0.3% | -$3,066 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $101.01万 | 0.11% | 35,099 | -340 | -1.0% | -$9,785 | 减仓 |
| ETN | EATON CORP PLC | $102.01万 | 0.11% | 2,394 | 51 | 2.2% | $2.17万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $102.02万 | 0.11% | 1,450 | -5 | -0.3% | -$3,518 | 减仓 |
| LRCX | LAM RESEARCH CORP | $102.48万 | 0.11% | 2,365 | -583 | -19.8% | -$25.26万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $104.26万 | 0.12% | 12,032 | 12,032 | — | $104.26万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $104.69万 | 0.12% | 2,038 | -157 | -7.2% | -$8.07万 | 减仓 |
| IVW | ISHARES TR | $106.87万 | 0.12% | 7,771 | -334 | -4.1% | -$4.59万 | 减仓 |
| PEP | PEPSICO INC | $107.38万 | 0.12% | 7,931 | -450 | -5.4% | -$6.09万 | 减仓 |
| HON | HONEYWELL INTL INC | $107.45万 | 0.12% | 4,799 | 2,656 | 123.9% | $59.47万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $107.53万 | 0.12% | 51,747 | 25,940 | 100.5% | $53.90万 | 加仓 |
| MOAT | VANECK ETF TRUST | $108.21万 | 0.12% | 10,409 | -1,629 | -13.5% | -$16.94万 | 减仓 |
| ITA | ISHARES TR | $109.05万 | 0.12% | 4,499 | -113 | -2.5% | -$2.74万 | 减仓 |
| GDX | VANECK ETF TRUST | $109.57万 | 0.12% | 14,523 | 447 | 3.2% | $3.37万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.89万 | 0.12% | 15,424 | 161 | 1.1% | $1.15万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $110.54万 | 0.12% | 5,000 | 5,000 | — | $110.54万 | 新建仓 |
| DGRO | ISHARES TR | $111.88万 | 0.12% | 14,761 | -151 | -1.0% | -$1.14万 | 减仓 |
| USMV | ISHARES TR | $112.84万 | 0.12% | 11,698 | -311 | -2.6% | -$3.00万 | 减仓 |
| MKL | MARKEL GROUP INC | $113.27万 | 0.13% | 580 | 35 | 6.4% | $6.84万 | 加仓 |
| OKE | ONEOK INC NEW | $114.42万 | 0.13% | 13,161 | -66 | -0.5% | -$5,738 | 减仓 |
| GLW | CORNING INC | $119.77万 | 0.13% | 4,689 | 1,303 | 38.5% | $33.28万 | 加仓 |
| IREN | IREN LIMITED | $120.48万 | 0.13% | 26,346 | -97 | -0.4% | -$4,436 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $127.27万 | 0.14% | 57,099 | 5,042 | 9.7% | $11.24万 | 加仓 |
| AGI | ALAMOS GOLD INC | $127.36万 | 0.14% | 41,978 | 1,303 | 3.2% | $3.95万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $128.71万 | 0.14% | 35,014 | -399 | -1.1% | -$1.47万 | 减仓 |
| KO | COCA COLA CO | $130.42万 | 0.14% | 16,047 | -914 | -5.4% | -$7.43万 | 减仓 |
| SSO | PROSHARES TR | $132.48万 | 0.15% | 19,662 | 19,662 | — | $132.48万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $132.99万 | 0.15% | 8,473 | -642 | -7.0% | -$10.08万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $133.04万 | 0.15% | 9,984 | 514 | 5.4% | $6.85万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $134.05万 | 0.15% | 8,483 | -5,554 | -39.6% | -$87.77万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $135.66万 | 0.15% | 1,387 | -7 | -0.5% | -$6,847 | 减仓 |
| IWD | ISHARES TR | $135.74万 | 0.15% | 5,599 | -121 | -2.1% | -$2.93万 | 减仓 |
| — | INVESCO DB US DLR INDEX TR | $136.50万 | 0.15% | 76,428 | 9,423 | 14.1% | $16.83万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $139.00万 | 0.15% | 26,173 | -4,511 | -14.7% | -$23.96万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $140.82万 | 0.16% | 2,696 | 6 | 0.2% | $3,134 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $141.34万 | 0.16% | 7,630 | -136 | -1.8% | -$2.52万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $143.60万 | 0.16% | 27,437 | 196 | 0.7% | $1.03万 | 加仓 |
| BIL | SPDR SERIES TRUST | $144.05万 | 0.16% | 15,719 | -1,968 | -11.1% | -$18.04万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $146.13万 | 0.16% | 35,425 | -609 | -1.7% | -$2.51万 | 减仓 |
| ASML | ASML HLDG NV | $149.67万 | 0.17% | 752 | -66 | -8.1% | -$13.14万 | 减仓 |
| IVE | ISHARES TR | $151.50万 | 0.17% | 6,672 | 305 | 4.8% | $6.93万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $151.69万 | 0.17% | 20,236 | 440 | 2.2% | $3.30万 | 加仓 |
| IWF | ISHARES TR | $152.53万 | 0.17% | 12,284 | 28 | 0.2% | $3,477 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $152.61万 | 0.17% | 8,125 | 45 | 0.6% | $8,452 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $157.61万 | 0.17% | 9,934 | 734 | 8.0% | $11.65万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $161.52万 | 0.18% | 35,075 | -8,959 | -20.3% | -$41.26万 | 减仓 |
| IWR | ISHARES TR | $168.52万 | 0.19% | 15,276 | 38 | 0.2% | $4,192 | 加仓 |
| TBIL | RBB FD INC | $172.28万 | 0.19% | 34,553 | -31,190 | -47.4% | -$155.51万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $173.23万 | 0.19% | 28,187 | 2,657 | 10.4% | $16.33万 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $177.45万 | 0.20% | 70,443 | 70,443 | — | $177.45万 | 新建仓 |
| META | META PLATFORMS INC | $179.12万 | 0.20% | 3,180 | -11 | -0.3% | -$6,196 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $179.69万 | 0.20% | 3,528 | 36 | 1.0% | $1.83万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $180.31万 | 0.20% | 12,296 | -413 | -3.2% | -$6.06万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $180.37万 | 0.20% | 6,316 | -209 | -3.2% | -$5.97万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $182.27万 | 0.20% | 35,113 | 23,785 | 210.0% | $123.47万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $182.67万 | 0.20% | 1,583 | 847 | 115.1% | $97.74万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $183.26万 | 0.20% | 23,523 | -1,390 | -5.6% | -$10.83万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $184.99万 | 0.20% | 17,268 | -1,281 | -6.9% | -$13.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.29万 | 0.21% | 16,053 | -26,944 | -62.7% | -$314.35万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $188.58万 | 0.21% | 59,471 | 2,373 | 4.2% | $7.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $190.13万 | 0.21% | 13,898 | -241 | -1.7% | -$3.30万 | 减仓 |
| RKLB | ROCKET LAB CORP | $193.66万 | 0.21% | 19,052 | -690 | -3.5% | -$7.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $193.66万 | 0.21% | 23,862 | 397 | 1.7% | $3.22万 | 加仓 |
| SYY | SYSCO CORP | $197.69万 | 0.22% | 23,653 | -1,287 | -5.2% | -$10.76万 | 减仓 |
| ENB | ENBRIDGE INC | $201.55万 | 0.22% | 37,180 | -851 | -2.2% | -$4.61万 | 减仓 |
| WMT | WALMART INC | $202.53万 | 0.22% | 17,882 | -843 | -4.5% | -$9.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $203.07万 | 0.22% | 12,251 | -870 | -6.6% | -$14.42万 | 减仓 |
| DVY | ISHARES TR | $206.04万 | 0.23% | 13,183 | -735 | -5.3% | -$11.49万 | 减仓 |
| VB | VANGUARD INDEX FDS | $206.54万 | 0.23% | 6,814 | -150 | -2.2% | -$4.55万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $207.03万 | 0.23% | 7,124 | 83 | 1.2% | $2.41万 | 加仓 |
| MCD | MCDONALDS CORP | $209.42万 | 0.23% | 7,748 | -261 | -3.3% | -$7.05万 | 减仓 |
| AEE | AMEREN CORP | $211.32万 | 0.23% | 18,695 | 469 | 2.6% | $5.30万 | 加仓 |
| ITOT | ISHARES TR | $214.26万 | 0.24% | 13,043 | -606 | -4.4% | -$9.95万 | 减仓 |
| IEI | ISHARES TR | $215.86万 | 0.24% | 18,379 | 1,258 | 7.3% | $14.78万 | 加仓 |
| ABBV | ABBVIE INC | $218.18万 | 0.24% | 8,670 | -66 | -0.8% | -$1.66万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $220.85万 | 0.24% | 41,521 | 975 | 2.4% | $5.19万 | 加仓 |
| SHOP | SHOPIFY INC | $220.90万 | 0.24% | 19,347 | 15,376 | 387.2% | $175.56万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $225.00万 | 0.25% | 27,223 | -1,511 | -5.3% | -$12.49万 | 减仓 |
| HD | HOME DEPOT INC | $226.23万 | 0.25% | 6,415 | 537 | 9.1% | $18.94万 | 加仓 |
| COWG | PACER FDS TR | $229.80万 | 0.25% | 57,241 | -215 | -0.4% | -$8,632 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $230.95万 | 0.26% | 18,245 | -72 | -0.4% | -$9,114 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $233.06万 | 0.26% | 18,680 | 4,891 | 35.5% | $61.02万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $233.08万 | 0.26% | 84,849 | -27,706 | -24.6% | -$76.11万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $233.45万 | 0.26% | 139,793 | -1,142 | -0.8% | -$1.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $239.77万 | 0.27% | 5,021 | -499 | -9.0% | -$23.83万 | 减仓 |
| AZN | ASTRAZENECA PLC | $248.73万 | 0.28% | 13,117 | -21 | -0.2% | -$3,982 | 减仓 |
| QUAL | ISHARES TR | $249.76万 | 0.28% | 11,382 | -140 | -1.2% | -$3.07万 | 减仓 |
| V | VISA INC | $251.12万 | 0.28% | 7,319 | -275 | -3.6% | -$9.44万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $252.75万 | 0.28% | 55,246 | 490 | 0.9% | $2.24万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $253.62万 | 0.28% | 28,896 | 1,179 | 4.3% | $10.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $257.07万 | 0.28% | 9,141 | 328 | 3.7% | $9.22万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $258.65万 | 0.29% | 30,884 | 557 | 1.8% | $4.66万 | 加仓 |
| IWM | ISHARES TR | $260.34万 | 0.29% | 8,665 | 323 | 3.9% | $9.70万 | 加仓 |
| MRK | MERCK & CO INC | $265.80万 | 0.29% | 20,685 | -10,387 | -33.4% | -$133.47万 | 减仓 |
| AMAT | APPLIED MATLS INC | $270.38万 | 0.30% | 3,740 | 2,597 | 227.2% | $187.75万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $271.49万 | 0.30% | 13,577 | -52 | -0.4% | -$1.04万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $273.32万 | 0.30% | 34,501 | -209 | -0.6% | -$1.66万 | 减仓 |
| CSCO | CISCO SYS INC | $273.43万 | 0.30% | 23,279 | -3,554 | -13.2% | -$41.75万 | 减仓 |
| IEFA | ISHARES TR | $275.23万 | 0.30% | 28,497 | 707 | 2.5% | $6.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $275.87万 | 0.31% | 23,082 | 1,170 | 5.3% | $13.98万 | 加仓 |