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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $0 | 0.00% | 0 | -18,608 | -100.0% | -$162.18万 | 清仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -30,730 | -100.0% | -$160.84万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,817 | -100.0% | -$140.23万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -16,250 | -100.0% | -$116.61万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -13,282 | -100.0% | -$101.58万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,504 | -100.0% | -$99.63万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,027 | -100.0% | -$91.90万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,999 | -100.0% | -$77.62万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -3,849 | -100.0% | -$62.34万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -6,328 | -100.0% | -$61.52万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,437 | -100.0% | -$52.65万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -5,959 | -100.0% | -$50.87万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -4,675 | -100.0% | -$47.53万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -23,509 | -100.0% | -$46.98万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -1,871 | -100.0% | -$46.96万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,656 | -100.0% | -$43.86万 | 清仓 |
| SILJ | AMPLIFY ETF TR | $0 | 0.00% | 0 | -14,432 | -100.0% | -$39.93万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -4,750 | -100.0% | -$39.67万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -3,813 | -100.0% | -$36.63万 | 清仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $0 | 0.00% | 0 | -5,735 | -100.0% | -$34.22万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -4,529 | -100.0% | -$32.89万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,863 | -100.0% | -$32.45万 | 清仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,559 | -100.0% | -$30.45万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -17,653 | -100.0% | -$29.55万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,920 | -100.0% | -$26.70万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$26.62万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -4,908 | -100.0% | -$25.90万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -1,334 | -100.0% | -$25.82万 | 清仓 |
| JPHY | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,978 | -100.0% | -$25.18万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,649 | -100.0% | -$24.68万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,155 | -100.0% | -$24.52万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -38,217 | -100.0% | -$24.08万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,787 | -100.0% | -$24.07万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -2,560 | -100.0% | -$23.40万 | 清仓 |
| FBCG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -651 | -100.0% | -$22.78万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,154 | -100.0% | -$22.27万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,618 | -100.0% | -$21.43万 | 清仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,001 | -100.0% | -$21.13万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -2,635 | -100.0% | -$21.09万 | 清仓 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNM | VANECK ETF TRUST | $0 | 0.00% | 0 | -10,914 | -100.0% | -$20.82万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -1,600 | -100.0% | -$20.81万 | 清仓 |
| LEMB | ISHARES INC | $0 | 0.00% | 0 | -4,964 | -100.0% | -$20.64万 | 清仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,377 | -100.0% | -$19.30万 | 清仓 |
| — | BLACKROCK FLOATING RATE INCO | $0 | 0.00% | 0 | -15,807 | -100.0% | -$18.62万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -10,624 | -100.0% | -$17.52万 | 清仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $0 | 0.00% | 0 | -10,498 | -100.0% | -$11.96万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -10,193 | -100.0% | -$9.36万 | 清仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $0 | 0.00% | 0 | -10,269 | -100.0% | -$9.14万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -10,502 | -100.0% | -$2.79万 | 清仓 |
| IAUX | I-80 GOLD CORP | $2.28万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $2.49万 | 0.00% | 13,086 | 309 | 2.4% | $587 | 加仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $2.90万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $3.38万 | 0.00% | 16,000 | 16,000 | — | $3.38万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $4.54万 | 0.01% | 15,750 | 0 | 0.0% | — | 不变 |
| — | TRIPLEPOINT VENTURE GROWTH B | $6.10万 | 0.01% | 12,224 | 12,224 | — | $6.10万 | 新建仓 |
| — | SAN JUAN BASIN RTY TR | $7.54万 | 0.01% | 15,682 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $9.00万 | 0.01% | 13,596 | 13,596 | — | $9.00万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $10.41万 | 0.01% | 19,238 | 243 | 1.3% | $1,315 | 加仓 |
| IBRX | IMMUNITYBIO INC | $11.51万 | 0.01% | 15,000 | 15,000 | — | $11.51万 | 新建仓 |
| — | NUVEEN MASS QUALITY MUN INC | $12.93万 | 0.02% | 10,500 | 70 | 0.7% | $862 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $13.96万 | 0.02% | 15,161 | 1,273 | 9.2% | $1.17万 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $14.79万 | 0.02% | 40,745 | 981 | 2.5% | $3,561 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $15.09万 | 0.02% | 26,938 | 277 | 1.0% | $1,551 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $16.36万 | 0.02% | 40,500 | 6,000 | 17.4% | $2.42万 | 加仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $16.43万 | 0.02% | 11,806 | 248 | 2.1% | $3,452 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $16.55万 | 0.02% | 13,738 | 13,738 | — | $16.55万 | 新建仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $17.16万 | 0.02% | 21,364 | -1,433 | -6.3% | -$1.15万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $17.95万 | 0.02% | 21,219 | 302 | 1.4% | $2,555 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $19.14万 | 0.02% | 22,102 | 3,745 | 20.4% | $3.24万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $20.02万 | 0.02% | 8,568 | -644 | -7.0% | -$1.50万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $20.09万 | 0.02% | 17,892 | 978 | 5.8% | $1.10万 | 加仓 |
| IVLU | ISHARES TR | $20.10万 | 0.02% | 5,064 | 5,064 | — | $20.10万 | 新建仓 |
| SLVP | ISHARES INC | $20.15万 | 0.02% | 5,682 | -1,250 | -18.0% | -$4.43万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.19万 | 0.02% | 2,254 | -286 | -11.3% | -$2.56万 | 重新持有 |
| PSFF | PACER FDS TR | $20.22万 | 0.02% | 6,310 | -2,771 | -30.5% | -$8.88万 | 减仓 |
| — | ADVISORSHARES TR | $20.59万 | 0.03% | 3,180 | -537 | -14.4% | -$3.48万 | 减仓 |
| ULS | UL SOLUTIONS INC | $20.61万 | 0.03% | 2,405 | 2,405 | — | $20.61万 | 新建仓 |
| FRDM | EA SERIES TRUST | $20.72万 | 0.03% | 3,792 | 3,792 | — | $20.72万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.79万 | 0.03% | 3,522 | -372 | -9.6% | -$2.20万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $21.09万 | 0.03% | 3,992 | 3,992 | — | $21.09万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $21.14万 | 0.03% | 8,835 | 8,835 | — | $21.14万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.21万 | 0.03% | 701 | -28 | -3.8% | -$8,470 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $21.59万 | 0.03% | 1,981 | 1 | 0.1% | $109 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $21.59万 | 0.03% | 9,353 | 20 | 0.2% | $462 | 重新持有 |
| TIP | ISHARES TR | $21.61万 | 0.03% | 1,958 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $21.69万 | 0.03% | 3,665 | -6,595 | -64.3% | -$39.03万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $21.74万 | 0.03% | 2,512 | -14 | -0.6% | -$1,211 | 减仓 |
| — | PUTNAM ETF TRUST | $21.81万 | 0.03% | 7,908 | -167 | -2.1% | -$4,606 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $22.07万 | 0.03% | 3,103 | -985 | -24.1% | -$7.01万 | 减仓 |
| HEWJ | ISHARES TR | $22.22万 | 0.03% | 3,948 | -18 | -0.5% | -$1,013 | 减仓 |
| IHI | ISHARES TR | $22.36万 | 0.03% | 4,191 | -2,845 | -40.4% | -$15.18万 | 减仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $22.40万 | 0.03% | 4,342 | 4,342 | — | $22.40万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $22.77万 | 0.03% | 4,025 | -58 | -1.4% | -$3,282 | 减仓 |
| VNOM | VIPER ENERGY INC | $22.81万 | 0.03% | 4,854 | 4,854 | — | $22.81万 | 新建仓 |