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 |
|---|---|---|---|---|---|---|---|---|
| AEP | AMERICAN ELEC PWR CO INC | $185.33万 | 0.23% | 14,139 | 2,172 | 18.1% | $28.47万 | 加仓 |
| — | PROSHARES TR | $185.09万 | 0.23% | 24,596 | 24,596 | — | $185.09万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $183.57万 | 0.22% | 12,709 | 159 | 1.3% | $2.30万 | 加仓 |
| META | META PLATFORMS INC | $182.57万 | 0.22% | 3,191 | -508 | -13.7% | -$29.06万 | 减仓 |
| VB | VANGUARD INDEX FDS | $182.41万 | 0.22% | 6,964 | 20 | 0.3% | $5,239 | 加仓 |
| AGI | ALAMOS GOLD INC | $180.72万 | 0.22% | 40,675 | -1,117 | -2.7% | -$4.96万 | 减仓 |
| SYY | SYSCO CORP | $177.90万 | 0.22% | 24,940 | 5,954 | 31.4% | $42.47万 | 加仓 |
| CAT | CATERPILLAR INC | $175.36万 | 0.21% | 2,475 | 10 | 0.4% | $7,085 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $175.18万 | 0.21% | 57,098 | 714 | 1.3% | $2.19万 | 加仓 |
| AGG | ISHARES TR | $171.03万 | 0.21% | 17,229 | 222 | 1.3% | $2.20万 | 加仓 |
| BIL | SPDR SERIES TRUST | $162.08万 | 0.20% | 17,687 | -912 | -4.9% | -$8.36万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $152.32万 | 0.19% | 13,789 | 5,274 | 61.9% | $58.26万 | 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 |
| IWR | ISHARES TR | $148.16万 | 0.18% | 15,238 | 15 | 0.1% | $1,458 | 加仓 |
| SOXX | ISHARES TR | $145.63万 | 0.18% | 4,431 | -147 | -3.2% | -$4.83万 | 减仓 |
| INTC | INTEL CORP | $145.56万 | 0.18% | 32,985 | 6,118 | 22.8% | $27.00万 | 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 |
| BINC | BLACKROCK ETF TRUST II | $141.46万 | 0.17% | 27,241 | 5,919 | 27.8% | $30.74万 | 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 |
| DFAI | DIMENSIONAL ETF TRUST | $140.39万 | 0.17% | 36,034 | 4,973 | 16.0% | $19.37万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $136.73万 | 0.17% | 27,484 | -2,401 | -8.0% | -$11.94万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $135.75万 | 0.17% | 6,525 | -36,468 | -84.8% | -$758.71万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $134.89万 | 0.16% | 9,200 | 540 | 6.2% | $7.92万 | 加仓 |
| IVE | ISHARES TR | $134.43万 | 0.16% | 6,367 | -16,882 | -72.6% | -$356.45万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $134.00万 | 0.16% | 35,413 | 356 | 1.0% | $1.35万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $132.87万 | 0.16% | 19,796 | 1,402 | 7.6% | $9.41万 | 加仓 |
| IWF | ISHARES TR | $130.64万 | 0.16% | 3,064 | -18 | -0.6% | -$7,675 | 减仓 |
| PEP | PEPSICO INC | $130.15万 | 0.16% | 8,381 | -471 | -5.3% | -$7.31万 | 减仓 |
| GDX | VANECK ETF TRUST | $129.18万 | 0.16% | 14,076 | -1,609 | -10.3% | -$14.77万 | 减仓 |
| KO | COCA COLA CO | $128.99万 | 0.16% | 16,961 | -598 | -3.4% | -$4.55万 | 减仓 |
| RKLB | ROCKET LAB CORP | $126.78万 | 0.15% | 19,742 | -48 | -0.2% | -$3,083 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $126.72万 | 0.15% | 4,683 | -588 | -11.2% | -$15.91万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $126.09万 | 0.15% | 9,115 | 394 | 4.5% | $5.45万 | 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 |
| XLI | SELECT SECTOR SPDR TR | $125.61万 | 0.15% | 7,766 | 124 | 1.6% | $2.01万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $124.78万 | 0.15% | 1,394 | -12 | -0.9% | -$1.07万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $124.58万 | 0.15% | 2,690 | -25 | -0.9% | -$1.16万 | 减仓 |
| IAUM | ISHARES GOLD TR | $123.73万 | 0.15% | 26,495 | -118 | -0.4% | -$5,511 | 减仓 |
| DGRW | WISDOMTREE TR | $123.49万 | 0.15% | 14,059 | -418 | -2.9% | -$3.67万 | 减仓 |
| IWD | ISHARES TR | $122.21万 | 0.15% | 5,720 | 21 | 0.4% | $4,487 | 加仓 |
| — | INVESCO DB US DLR INDEX TR | $120.61万 | 0.15% | 67,005 | 15,109 | 29.1% | $27.20万 | 加仓 |
| OKE | ONEOK INC NEW | $119.56万 | 0.15% | 13,227 | 4,873 | 58.3% | $44.05万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $116.58万 | 0.14% | 12,371 | 2,483 | 25.1% | $23.40万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $116.43万 | 0.14% | 11,221 | 7,850 | 232.9% | $81.45万 | 加仓 |
| MOAT | VANECK ETF TRUST | $116.41万 | 0.14% | 12,038 | -9,889 | -45.1% | -$95.63万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $116.29万 | 0.14% | 52,057 | 1,539 | 3.0% | $3.44万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $112.06万 | 0.14% | 37,166 | 37,166 | — | $112.06万 | 新建仓 |
| USMV | ISHARES TR | $111.37万 | 0.14% | 12,009 | 958 | 8.7% | $8.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $109.68万 | 0.13% | 2,195 | -284 | -11.5% | -$14.19万 | 减仓 |
| ASML | ASML HLDG NV | $108.08万 | 0.13% | 818 | -29 | -3.4% | -$3.83万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $104.95万 | 0.13% | 20,918 | 7,242 | 53.0% | $36.33万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $104.91万 | 0.13% | 9,470 | 666 | 7.6% | $7.38万 | 加仓 |
| DGRO | ISHARES TR | $104.65万 | 0.13% | 14,912 | 456 | 3.2% | $3.20万 | 加仓 |
| MKL | MARKEL GROUP INC | $104.32万 | 0.13% | 545 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $103.52万 | 0.13% | 5,982 | 2,947 | 97.1% | $51.00万 | 加仓 |
| NGG | NATIONAL GRID PLC | $102.71万 | 0.13% | 12,141 | -280 | -2.3% | -$2.37万 | 减仓 |
| ITA | ISHARES TR | $100.88万 | 0.12% | 4,612 | -15 | -0.3% | -$3,281 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $100.43万 | 0.12% | 35,439 | 35,439 | — | $100.43万 | 新建仓 |
| TBUX | T ROWE PRICE ETF INC | $97.98万 | 0.12% | 19,694 | 13,015 | 194.9% | $64.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.81万 | 0.12% | 15,263 | -241 | -1.6% | -$1.54万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $97.00万 | 0.12% | 21,138 | 395 | 1.9% | $1.81万 | 加仓 |
| CB | CHUBB LTD SWITZ | $96.68万 | 0.12% | 2,966 | 1,926 | 185.2% | $62.78万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $95.73万 | 0.12% | 17,987 | 1,327 | 8.0% | $7.06万 | 加仓 |
| BA | BOEING CO | $94.48万 | 0.12% | 4,747 | 1,861 | 64.5% | $37.04万 | 加仓 |
| IVW | ISHARES TR | $91.68万 | 0.11% | 8,105 | 707 | 9.6% | $8.00万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $91.13万 | 0.11% | 10,782 | -6,434 | -37.4% | -$54.38万 | 减仓 |
| WM | WASTE MGMT INC DEL | $90.99万 | 0.11% | 3,960 | 503 | 14.6% | $11.56万 | 加仓 |
| IREN | IREN LIMITED | $90.65万 | 0.11% | 26,443 | 26,443 | — | $90.65万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $89.72万 | 0.11% | 1,455 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $89.38万 | 0.11% | 929 | -130 | -12.3% | -$12.51万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $86.89万 | 0.11% | 16,075 | -626 | -3.7% | -$3.38万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $86.55万 | 0.11% | 22,528 | -2,396 | -9.6% | -$9.21万 | 减仓 |
| IJH | ISHARES TR | $86.47万 | 0.11% | 12,804 | -297 | -2.3% | -$2.01万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $86.15万 | 0.11% | 161,932 | 1,975 | 1.2% | $1.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $86.03万 | 0.11% | 8,380 | -8,614 | -50.7% | -$88.44万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $85.58万 | 0.10% | 16,159 | 170 | 1.1% | $9,003 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $83.88万 | 0.10% | 4,132 | -203 | -4.7% | -$4.12万 | 减仓 |
| ETN | EATON CORP PLC | $83.79万 | 0.10% | 2,343 | -98 | -4.0% | -$3.50万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $82.77万 | 0.10% | 26,891 | -4,259 | -13.7% | -$13.11万 | 减仓 |
| — | KRANESHARES TRUST | $82.52万 | 0.10% | 44,105 | 56 | 0.1% | $1,048 | 加仓 |
| BX | BLACKSTONE INC | $82.41万 | 0.10% | 7,166 | -2,123 | -22.9% | -$24.41万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $81.56万 | 0.10% | 964 | 2 | 0.2% | $1,692 | 加仓 |
| EEM | ISHARES TR | $81.50万 | 0.10% | 14,352 | 158 | 1.1% | $8,973 | 加仓 |
| HDV | ISHARES TR | $81.01万 | 0.10% | 5,969 | 389 | 7.0% | $5.28万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $79.72万 | 0.10% | 18,821 | 4,280 | 29.4% | $18.13万 | 加仓 |
| T | AT&T INC | $79.43万 | 0.10% | 27,400 | -3,671 | -11.8% | -$10.64万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $79.08万 | 0.10% | 15,700 | 2,146 | 15.8% | $10.81万 | 加仓 |
| TJX | TJX COS INC NEW | $78.99万 | 0.10% | 4,946 | -124 | -2.4% | -$1.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $78.05万 | 0.10% | 9,804 | -77 | -0.8% | -$6,130 | 减仓 |
| DFJ | WISDOMTREE TR | $77.15万 | 0.09% | 7,559 | -153 | -2.0% | -$1.56万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $76.40万 | 0.09% | 4,621 | 46 | 1.0% | $7,605 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $76.26万 | 0.09% | 8,080 | -10 | -0.1% | -$944 | 减仓 |
| LOW | LOWES COS INC | $76.04万 | 0.09% | 3,218 | 9 | 0.3% | $2,127 | 加仓 |
| IEMG | ISHARES INC | $75.66万 | 0.09% | 10,847 | -367 | -3.3% | -$2.56万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $75.24万 | 0.09% | 14,876 | -6,599 | -30.7% | -$33.38万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $74.92万 | 0.09% | 3,819 | 709 | 22.8% | $13.91万 | 加仓 |
| MGK | VANGUARD WORLD FD | $74.43万 | 0.09% | 2,026 | -28 | -1.4% | -$1.03万 | 减仓 |
| ICSH | ISHARES TR | $73.48万 | 0.09% | 14,516 | 6,451 | 80.0% | $32.66万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $73.20万 | 0.09% | 3,128 | -180 | -5.4% | -$4.21万 | 减仓 |
| ORCL | ORACLE CORP | $72.08万 | 0.09% | 4,900 | -4,998 | -50.5% | -$73.52万 | 减仓 |