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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,584.99万 | 5.60% | 1,077,807 | 20,360 | 1.9% | $86.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,660.55万 | 4.47% | 114,103 | 610 | 0.5% | $19.57万 | 加仓 |
| AAPL | APPLE INC | $2,250.00万 | 2.75% | 88,656 | 417 | 0.5% | $10.58万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,890.79万 | 2.31% | 108,417 | -3,710 | -3.3% | -$64.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,823.36万 | 2.23% | 30,514 | 2,396 | 8.5% | $143.17万 | 加仓 |
| AMZN | AMAZON COM INC | $1,818.35万 | 2.22% | 87,308 | -6,335 | -6.8% | -$131.94万 | 减仓 |
| IVV | ISHARES TR | $1,716.06万 | 2.10% | 26,271 | -1,098 | -4.0% | -$71.72万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,707.06万 | 2.09% | 374,192 | 356,078 | 1,965.8% | $1,624.43万 | 加仓 |
| GLD | SPDR GOLD TR | $1,522.14万 | 1.86% | 35,375 | -3,430 | -8.8% | -$147.59万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,457.46万 | 1.78% | 33,367 | 94 | 0.3% | $4.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,268.67万 | 1.55% | 34,273 | -6,335 | -15.6% | -$234.50万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $1,267.80万 | 1.55% | 1,230,874 | -52,918 | -4.1% | -$54.51万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,256.79万 | 1.54% | 26,227 | -257 | -1.0% | -$12.32万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,137.32万 | 1.39% | 282,987 | 5,179 | 1.9% | $20.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,004.56万 | 1.23% | 46,711 | -576 | -1.2% | -$12.39万 | 减仓 |
| — | EXXON MOBIL CORP | $1,001.42万 | 1.22% | 59,025 | -107 | -0.2% | -$1.82万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $990.17万 | 1.21% | 174,695 | -40,004 | -18.6% | -$226.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $986.57万 | 1.21% | 15,170 | -243 | -1.6% | -$15.80万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $964.68万 | 1.18% | 121,696 | 60,941 | 100.3% | $483.08万 | 加仓 |
| GOOGL | ALPHABET INC | $866.94万 | 1.06% | 30,148 | 390 | 1.3% | $11.21万 | 加仓 |
| AVGO | BROADCOM INC | $758.28万 | 0.93% | 24,499 | -1,104 | -4.3% | -$34.17万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $654.26万 | 0.80% | 34,090 | 1,093 | 3.3% | $20.98万 | 加仓 |
| SMH | VANECK ETF TRUST | $635.17万 | 0.78% | 16,567 | 71 | 0.4% | $2.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $628.97万 | 0.77% | 42,997 | 12,659 | 41.7% | $185.18万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $596.35万 | 0.73% | 126,668 | 37,768 | 42.5% | $177.81万 | 加仓 |
| TSLA | TESLA INC | $594.58万 | 0.73% | 15,994 | -505 | -3.1% | -$18.77万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $591.30万 | 0.72% | 73,353 | 4,379 | 6.3% | $35.30万 | 加仓 |
| GE | GE AEROSPACE | $560.85万 | 0.69% | 19,764 | -1,323 | -6.3% | -$37.54万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $558.07万 | 0.68% | 273,428 | 2,876 | 1.1% | $5.87万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $527.66万 | 0.64% | 68,429 | 68,429 | — | $527.66万 | 新建仓 |
| FLOT | ISHARES TR | $504.86万 | 0.62% | 99,090 | -28,120 | -22.1% | -$143.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $496.50万 | 0.61% | 16,878 | -575 | -3.3% | -$16.91万 | 减仓 |
| GEV | GE VERNOVA INC | $493.31万 | 0.60% | 5,651 | -29 | -0.5% | -$2.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $487.48万 | 0.60% | 8,446 | -360 | -4.1% | -$20.78万 | 减仓 |
| RAAX | VANECK ETF TRUST | $478.97万 | 0.59% | 117,655 | 48,244 | 69.5% | $196.40万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $471.39万 | 0.58% | 169,260 | 187 | 0.1% | $5,208 | 加仓 |
| LLY | ELI LILLY & CO | $459.86万 | 0.56% | 5,000 | -548 | -9.9% | -$50.40万 | 减仓 |
| RTX | RTX CORPORATION | $459.68万 | 0.56% | 23,830 | 160 | 0.7% | $3.09万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $453.75万 | 0.55% | 128,035 | -24,209 | -15.9% | -$85.80万 | 减仓 |
| AMGN | AMGEN INC | $450.33万 | 0.55% | 12,799 | -318 | -2.4% | -$11.19万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $449.11万 | 0.55% | 38,326 | -5,756 | -13.1% | -$67.45万 | 减仓 |
| IAU | ISHARES GOLD TR | $445.15万 | 0.54% | 50,493 | -1,055 | -2.0% | -$9.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $421.12万 | 0.51% | 4,226 | -56 | -1.3% | -$5.58万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $393.31万 | 0.48% | 39,709 | -279 | -0.7% | -$2.76万 | 减仓 |
| MRK | MERCK & CO INC | $373.76万 | 0.46% | 31,072 | 2,180 | 7.5% | $26.22万 | 加仓 |
| GOOG | ALPHABET INC | $370.92万 | 0.45% | 12,930 | -89 | -0.7% | -$2.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $364.02万 | 0.44% | 58,290 | -3,330 | -5.4% | -$20.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $362.27万 | 0.44% | 14,821 | -674 | -4.3% | -$16.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $355.30万 | 0.43% | 26,734 | -484 | -1.8% | -$6.43万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $343.17万 | 0.42% | 5,678 | -109 | -1.9% | -$6.59万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $337.77万 | 0.41% | 20,649 | 10,664 | 106.8% | $174.44万 | 加仓 |
| SO | SOUTHERN CO | $328.58万 | 0.40% | 34,042 | 8,610 | 33.9% | $83.10万 | 加仓 |
| TBIL | RBB FD INC | $327.79万 | 0.40% | 65,743 | -38,911 | -37.2% | -$194.01万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $314.98万 | 0.38% | 108,128 | 1,382 | 1.3% | $4.03万 | 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 |
| VO | VANGUARD INDEX FDS | $293.55万 | 0.36% | 10,222 | 192 | 1.9% | $5.51万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $288.30万 | 0.35% | 42,223 | -612 | -1.4% | -$4.18万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $286.01万 | 0.35% | 57,932 | -952 | -1.6% | -$4.70万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $279.21万 | 0.34% | 61,691 | -254 | -0.4% | -$1.15万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $278.87万 | 0.34% | 44,491 | -126 | -0.3% | -$7,898 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $271.91万 | 0.33% | 13,366 | -24,153 | -64.4% | -$491.35万 | 减仓 |
| CVX | CHEVRON CORPORATION | $271.48万 | 0.33% | 13,121 | -136 | -1.0% | -$2.81万 | 减仓 |
| AZN | ASTRAZENECA PLC | $259.11万 | 0.32% | 13,138 | 13,138 | — | $259.11万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $257.44万 | 0.31% | 27,717 | 8,616 | 45.1% | $80.03万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $251.82万 | 0.31% | 34,710 | -186 | -0.5% | -$1.35万 | 减仓 |
| IEFA | ISHARES TR | $251.58万 | 0.31% | 27,790 | 400 | 1.5% | $3.62万 | 加仓 |
| MCD | MCDONALDS CORP | $248.90万 | 0.30% | 8,009 | -174 | -2.1% | -$5.41万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $243.02万 | 0.30% | 7,041 | -200 | -2.8% | -$6.90万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $241.14万 | 0.29% | 140,935 | -4,376 | -3.0% | -$7.49万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $239.84万 | 0.29% | 18,317 | 903 | 5.2% | $11.82万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $238.21万 | 0.29% | 3,492 | 40 | 1.2% | $2.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $237.77万 | 0.29% | 28,734 | 687 | 2.4% | $5.68万 | 加仓 |
| WMT | WALMART INC | $232.72万 | 0.28% | 18,725 | -134 | -0.7% | -$1.67万 | 减仓 |
| V | VISA INC | $229.52万 | 0.28% | 7,594 | -220 | -2.8% | -$6.65万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $227.75万 | 0.28% | 30,327 | 3,132 | 11.5% | $23.52万 | 加仓 |
| QUAL | ISHARES TR | $221.00万 | 0.27% | 11,522 | -749 | -6.1% | -$14.37万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $216.60万 | 0.26% | 13,629 | 13,629 | — | $216.60万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $216.18万 | 0.26% | 54,756 | 5,212 | 10.5% | $20.58万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $214.29万 | 0.26% | 40,546 | 6,411 | 18.8% | $33.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $213.62万 | 0.26% | 8,813 | 149 | 1.7% | $3.61万 | 加仓 |
| DVY | ISHARES TR | $210.73万 | 0.26% | 13,918 | 210 | 1.5% | $3.18万 | 加仓 |
| CSCO | CISCO SYS INC | $208.20万 | 0.25% | 26,833 | -164 | -0.6% | -$1.27万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $207.88万 | 0.25% | 14,037 | 1,407 | 11.1% | $20.84万 | 加仓 |
| IWM | ISHARES TR | $206.89万 | 0.25% | 8,342 | -947 | -10.2% | -$23.49万 | 减仓 |
| ENB | ENBRIDGE INC | $205.90万 | 0.25% | 38,031 | -1,656 | -4.2% | -$8.97万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $205.64万 | 0.25% | 18,549 | 1,206 | 7.0% | $13.37万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $203.47万 | 0.25% | 97,076 | 97,076 | — | $203.47万 | 新建仓 |
| IEI | ISHARES TR | $203.05万 | 0.25% | 17,121 | 1,662 | 10.8% | $19.71万 | 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 |
| AEE | AMEREN CORP | $200.34万 | 0.24% | 18,226 | 4,114 | 29.2% | $45.22万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $195.34万 | 0.24% | 24,913 | 681 | 2.8% | $5.34万 | 加仓 |
| ITOT | ISHARES TR | $194.40万 | 0.24% | 13,649 | 374 | 2.8% | $5.33万 | 加仓 |
| COWG | PACER FDS TR | $193.85万 | 0.24% | 57,456 | 7,506 | 15.0% | $25.32万 | 加仓 |
| HD | HOME DEPOT INC | $193.31万 | 0.24% | 5,878 | -18 | -0.3% | -$5,920 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $192.05万 | 0.23% | 17,394 | 17,394 | — | $192.05万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $191.09万 | 0.23% | 2,739 | -32 | -1.2% | -$2.23万 | 减仓 |
| ABBV | ABBVIE INC | $190.00万 | 0.23% | 8,736 | 475 | 5.7% | $10.33万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $189.95万 | 0.23% | 23,465 | 11,692 | 99.3% | $94.65万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $187.97万 | 0.23% | 30,684 | 13,850 | 82.3% | $84.84万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $186.56万 | 0.23% | 5,520 | 23 | 0.4% | $7,773 | 加仓 |