13F 机构持仓

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

CONCORD MA · SEC CIK 0001748861

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGDV 6.0%
VTI 4.7%
AAPL 2.7%
FBND 2.6%
VOO 2.5%
NVDA 2.5%
AMZN 2.3%
IVV 2.2%
VUG 1.9%
BRK/B 1.5%

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
— EXXON MOBIL CORP $00.00%0 -59,025-100.0% -$1,001.42万 清仓
JCPB J P MORGAN EXCHANGE TRADED F $00.00%0 -126,668-100.0% -$596.35万 清仓
BBUS J P MORGAN EXCHANGE TRADED F $00.00%0 -38,326-100.0% -$449.11万 清仓
— INVESCO CURRENCYSHARES SWISS $00.00%0 -17,394-100.0% -$192.05万 清仓
— PROSHARES TR $00.00%0 -24,596-100.0% -$185.09万 清仓
JBND J P MORGAN EXCHANGE TRADED F $00.00%0 -28,303-100.0% -$152.18万 清仓
JAVA J P MORGAN EXCHANGE TRADED F $00.00%0 -19,688-100.0% -$141.26万 清仓
JMSI J P MORGAN EXCHANGE TRADED F $00.00%0 -27,484-100.0% -$136.73万 清仓
JIRE J P MORGAN EXCHANGE TRADED F $00.00%0 -16,588-100.0% -$125.64万 清仓
IAUM ISHARES GOLD TR $00.00%0 -26,495-100.0% -$123.73万 清仓
VYMI VANGUARD WHITEHALL FDS $00.00%0 -12,371-100.0% -$116.58万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -37,166-100.0% -$112.06万 清仓
— J P MORGAN EXCHANGE TRADED F $00.00%0 -20,918-100.0% -$104.95万 清仓
TBUX T ROWE PRICE ETF INC $00.00%0 -19,694-100.0% -$97.98万 清仓
JGRO J P MORGAN EXCHANGE TRADED F $00.00%0 -10,782-100.0% -$91.13万 清仓
MAIN MAIN STR CAP CORP $00.00%0 -16,159-100.0% -$85.58万 清仓
JPST J P MORGAN EXCHANGE TRADED F $00.00%0 -14,235-100.0% -$72.05万 清仓
BBIN J P MORGAN EXCHANGE TRADED F $00.00%0 -9,485-100.0% -$69.35万 清仓
JEMA J P MORGAN EXCHANGE TRADED F $00.00%0 -13,184-100.0% -$68.60万 清仓
JGLO J P MORGAN EXCHANGE TRADED F $00.00%0 -10,359-100.0% -$67.61万 清仓
PSQO PALMER SQUARE FUNDS TR $00.00%0 -30,389-100.0% -$62.36万 清仓
HDEF DBX ETF TR $00.00%0 -19,194-100.0% -$62.21万 清仓
BBHY J P MORGAN EXCHANGE TRADED F $00.00%0 -12,746-100.0% -$58.41万 清仓
— RBB FD INC $00.00%0 -10,941-100.0% -$55.17万 清仓
MUST COLUMBIA ETF TR I $00.00%0 -25,092-100.0% -$51.46万 清仓
GSC GOLDMAN SACHS ETF TR $00.00%0 -8,853-100.0% -$48.37万 清仓
JMUB J P MORGAN EXCHANGE TRADED F $00.00%0 -9,348-100.0% -$46.73万 清仓
IMCG ISHARES TR $00.00%0 -5,845-100.0% -$46.04万 清仓
— J P MORGAN EXCHANGE TRADED F $00.00%0 -11,579-100.0% -$45.45万 清仓
ILCG ISHARES TR $00.00%0 -4,515-100.0% -$43.11万 清仓
JPIN J P MORGAN EXCHANGE TRADED F $00.00%0 -5,945-100.0% -$42.35万 清仓
SLV ISHARES SILVER TR $00.00%0 -5,698-100.0% -$38.83万 清仓
PSLV SPROTT ASSET MANAGEMENT LP $00.00%0 -15,892-100.0% -$38.76万 清仓
ILCV ISHARES TR $00.00%0 -4,052-100.0% -$37.74万 清仓
SCHO SCHWAB STRATEGIC TR $00.00%0 -15,125-100.0% -$36.71万 清仓
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -7,140-100.0% -$36.40万 清仓
IWY ISHARES TR $00.00%0 -1,439-100.0% -$35.81万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -2,500-100.0% -$35.76万 清仓
— VANECK ETF TRUST $00.00%0 -7,233-100.0% -$35.73万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -7,782-100.0% -$34.86万 清仓
CME CME GROUP INC $00.00%0 -1,173-100.0% -$34.63万 清仓
JSI JANUS DETROIT STR TR $00.00%0 -6,709-100.0% -$34.58万 清仓
JIVE J P MORGAN EXCHANGE TRADED F $00.00%0 -3,961-100.0% -$33.92万 清仓
SPHY SPDR SERIES TRUST $00.00%0 -13,649-100.0% -$31.83万 清仓
FNDF SCHWAB STRATEGIC TR $00.00%0 -6,309-100.0% -$30.87万 清仓
IMCV ISHARES TR $00.00%0 -3,516-100.0% -$29.81万 清仓
— ETF OPPORTUNITIES TRUST $00.00%0 -11,150-100.0% -$29.68万 清仓
ECL ECOLAB INC $00.00%0 -1,102-100.0% -$29.31万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -6,092-100.0% -$29.07万 清仓
— J P MORGAN EXCHANGE TRADED F $00.00%0 -4,365-100.0% -$28.93万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -2,898-100.0% -$28.37万 清仓
FDM FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,411-100.0% -$28.00万 清仓
GSST GOLDMAN SACHS ETF TR $00.00%0 -5,457-100.0% -$27.58万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -580-100.0% -$26.74万 清仓
JIG J P MORGAN EXCHANGE TRADED F $00.00%0 -3,354-100.0% -$24.90万 清仓
— J P MORGAN EXCHANGE TRADED F $00.00%0 -4,662-100.0% -$24.57万 清仓
— COHEN & STEERS ETF TRUST $00.00%0 -6,462-100.0% -$24.28万 清仓
JMOM J P MORGAN EXCHANGE TRADED F $00.00%0 -3,550-100.0% -$24.11万 清仓
VNOM VIPER ENERGY INC $00.00%0 -4,854-100.0% -$22.81万 清仓
SPYV SPDR SERIES TRUST $00.00%0 -4,025-100.0% -$22.77万 清仓
IHI ISHARES TR $00.00%0 -4,191-100.0% -$22.36万 清仓
— PUTNAM ETF TRUST $00.00%0 -7,908-100.0% -$21.81万 清仓
— SPROTT FDS TR $00.00%0 -3,665-100.0% -$21.69万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -3,522-100.0% -$20.79万 清仓
SLVP ISHARES INC $00.00%0 -5,682-100.0% -$20.15万 清仓
NKTX NKARTA INC $00.00%0 -16,000-100.0% -$3.38万 清仓
— CREDIT SUISSE HIGH YIELD CRE $00.00%0 -13,086-100.0% -$2.49万 清仓
— ODYSSEY MARINE EXPL INC $1.06万0.00%12,500 12,500— $1.06万 新建仓
PACB PACIFIC BIOSCIENCES CALIF IN $3.19万0.00%19,000 -3,000-13.6% -$5,040 减仓
IAUX I-80 GOLD CORP $3.23万0.00%22,420 7,42049.5% $1.07万 加仓
SANA SANA BIOTECHNOLOGY INC $4.01万0.00%11,500 -4,250-27.0% -$1.48万 减仓
— SAN JUAN BASIN RTY TR $5.03万0.01%15,682 00.0% — 不变
— TRIPLEPOINT VENTURE GROWTH B $7.20万0.01%14,659 2,43519.9% $1.20万 加仓
— GSI TECHNOLOGY INC $7.73万0.01%10,000 10,000— $7.73万 新建仓
DSU BLACKROCK DEBT STRATEGIES FD $9.83万0.01%10,129 10,129— $9.83万 新建仓
— HIGHLAND GLOBAL ALLOCATION F $10.61万0.01%14,107 -7,257-34.0% -$5.46万 减仓
GAB GABELLI EQUITY TR INC $10.74万0.01%18,969 -7,969-29.6% -$4.51万 减仓
IBRX IMMUNITYBIO INC $11.16万0.01%12,750 -2,250-15.0% -$1.97万 减仓
XBGYX BLACKROCK ENHANCED INTL DIV $11.19万0.01%19,490 2521.3% $1,446 加仓
— VIRTUS TOTAL RETURN FD INC $11.32万0.01%16,578 2,98221.9% $2.04万 加仓
BCX BLACKROCK RES & COMMODITIES $14.97万0.02%13,238 -500-3.6% -$5,655 减仓
— WESTERN ASSET HIGH INCOME OP $15.20万0.02%41,770 1,0252.5% $3,731 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $16.29万0.02%15,796 6354.2% $6,547 加仓
DLY DOUBLELINE YIELD OPPORTUNITI $16.98万0.02%12,066 2602.2% $3,658 加仓
— COHEN & STEERS CLOSED-END $17.64万0.02%12,710 12,710— $17.64万 新建仓
PPLT ABRDN PLATINUM ETF TRUST $17.98万0.02%12,727 12,727— $17.98万 新建仓
PCT PURECYCLE TECHNOLOGIES INC $18.43万0.02%22,726 22,726— $18.43万 新建仓
BTX BLACKROCK TECH AND PRIVATE E $18.57万0.02%20,560 20,560— $18.57万 新建仓
WIW WESTERN AST INFL LKD OPP & I $19.31万0.02%22,985 1,7668.3% $1.48万 加仓
— INVESCO EXCH TRADED FD TR II $20.05万0.02%6,620 6,620— $20.05万 新建仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $20.15万0.02%6,685 6,685— $20.15万 新建仓
KLAC KLA CORP $20.27万0.02%672 672— $20.27万 新建仓
IDA IDACORP INC $20.41万0.02%1,349 1,349— $20.41万 新建仓
ORLY OREILLY AUTOMOTIVE INC $20.58万0.02%2,235 2,235— $20.58万 新建仓
GRAL GRAIL INC $20.65万0.02%3,025 -470-13.4% -$3.21万 重新持有
TDVI FIRST TR EXCHANGE-TRADED FD $20.72万0.02%6,525 6,525— $20.72万 新建仓
FIDU FIDELITY COVINGTON TRUST $20.79万0.02%2,087 -425-16.9% -$4.23万 减仓
PSX PHILLIPS 66 $20.86万0.02%1,234 -39-3.1% -$6,592 减仓
FLR FLUOR CORP $20.96万0.02%4,000 4,000— $20.96万 新建仓
ACWX ISHARES TR $21.01万0.02%2,761 2,761— $21.01万 新建仓