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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $188.58万 | 0.21% | 59,471 | 2,373 | 4.2% | $7.52万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.29万 | 0.21% | 16,053 | -26,944 | -62.7% | -$314.35万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $184.99万 | 0.20% | 17,268 | -1,281 | -6.9% | -$13.72万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $183.26万 | 0.20% | 23,523 | -1,390 | -5.6% | -$10.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $182.67万 | 0.20% | 1,583 | 847 | 115.1% | $97.74万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $182.27万 | 0.20% | 35,113 | 23,785 | 210.0% | $123.47万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $180.37万 | 0.20% | 6,316 | -209 | -3.2% | -$5.97万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $180.31万 | 0.20% | 12,296 | -413 | -3.2% | -$6.06万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $179.69万 | 0.20% | 3,528 | 36 | 1.0% | $1.83万 | 加仓 |
| META | META PLATFORMS INC | $179.12万 | 0.20% | 3,180 | -11 | -0.3% | -$6,196 | 减仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $177.45万 | 0.20% | 70,443 | 70,443 | — | $177.45万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $173.23万 | 0.19% | 28,187 | 2,657 | 10.4% | $16.33万 | 加仓 |
| TBIL | RBB FD INC | $172.28万 | 0.19% | 34,553 | -31,190 | -47.4% | -$155.51万 | 减仓 |
| IWR | ISHARES TR | $168.52万 | 0.19% | 15,276 | 38 | 0.2% | $4,192 | 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 |
| XLV | SELECT SECTOR SPDR TR | $157.61万 | 0.17% | 9,934 | 734 | 8.0% | $11.65万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $152.61万 | 0.17% | 8,125 | 45 | 0.6% | $8,452 | 加仓 |
| IWF | ISHARES TR | $152.53万 | 0.17% | 12,284 | 28 | 0.2% | $3,477 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $151.69万 | 0.17% | 20,236 | 440 | 2.2% | $3.30万 | 加仓 |
| IVE | ISHARES TR | $151.50万 | 0.17% | 6,672 | 305 | 4.8% | $6.93万 | 加仓 |
| ASML | ASML HLDG NV | $149.67万 | 0.17% | 752 | -66 | -8.1% | -$13.14万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $146.13万 | 0.16% | 35,425 | -609 | -1.7% | -$2.51万 | 减仓 |
| BIL | SPDR SERIES TRUST | $144.05万 | 0.16% | 15,719 | -1,968 | -11.1% | -$18.04万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $143.60万 | 0.16% | 27,437 | 196 | 0.7% | $1.03万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $141.34万 | 0.16% | 7,630 | -136 | -1.8% | -$2.52万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $140.82万 | 0.16% | 2,696 | 6 | 0.2% | $3,134 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $139.00万 | 0.15% | 26,173 | -4,511 | -14.7% | -$23.96万 | 减仓 |
| — | INVESCO DB US DLR INDEX TR | $136.50万 | 0.15% | 76,428 | 9,423 | 14.1% | $16.83万 | 加仓 |
| IWD | ISHARES TR | $135.74万 | 0.15% | 5,599 | -121 | -2.1% | -$2.93万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $135.66万 | 0.15% | 1,387 | -7 | -0.5% | -$6,847 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $134.05万 | 0.15% | 8,483 | -5,554 | -39.6% | -$87.77万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $133.04万 | 0.15% | 9,984 | 514 | 5.4% | $6.85万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $132.99万 | 0.15% | 8,473 | -642 | -7.0% | -$10.08万 | 减仓 |
| SSO | PROSHARES TR | $132.48万 | 0.15% | 19,662 | 19,662 | — | $132.48万 | 新建仓 |
| KO | COCA COLA CO | $130.42万 | 0.14% | 16,047 | -914 | -5.4% | -$7.43万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $128.71万 | 0.14% | 35,014 | -399 | -1.1% | -$1.47万 | 减仓 |
| AGI | ALAMOS GOLD INC | $127.36万 | 0.14% | 41,978 | 1,303 | 3.2% | $3.95万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $127.27万 | 0.14% | 57,099 | 5,042 | 9.7% | $11.24万 | 加仓 |
| IREN | IREN LIMITED | $120.48万 | 0.13% | 26,346 | -97 | -0.4% | -$4,436 | 减仓 |
| GLW | CORNING INC | $119.77万 | 0.13% | 4,689 | 1,303 | 38.5% | $33.28万 | 加仓 |
| OKE | ONEOK INC NEW | $114.42万 | 0.13% | 13,161 | -66 | -0.5% | -$5,738 | 减仓 |
| MKL | MARKEL GROUP INC | $113.27万 | 0.13% | 580 | 35 | 6.4% | $6.84万 | 加仓 |
| USMV | ISHARES TR | $112.84万 | 0.12% | 11,698 | -311 | -2.6% | -$3.00万 | 减仓 |
| DGRO | ISHARES TR | $111.88万 | 0.12% | 14,761 | -151 | -1.0% | -$1.14万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $110.54万 | 0.12% | 5,000 | 5,000 | — | $110.54万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $109.89万 | 0.12% | 15,424 | 161 | 1.1% | $1.15万 | 加仓 |
| GDX | VANECK ETF TRUST | $109.57万 | 0.12% | 14,523 | 447 | 3.2% | $3.37万 | 加仓 |
| ITA | ISHARES TR | $109.05万 | 0.12% | 4,499 | -113 | -2.5% | -$2.74万 | 减仓 |
| MOAT | VANECK ETF TRUST | $108.21万 | 0.12% | 10,409 | -1,629 | -13.5% | -$16.94万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $107.53万 | 0.12% | 51,747 | 25,940 | 100.5% | $53.90万 | 加仓 |
| HON | HONEYWELL INTL INC | $107.45万 | 0.12% | 4,799 | 2,656 | 123.9% | $59.47万 | 加仓 |
| PEP | PEPSICO INC | $107.38万 | 0.12% | 7,931 | -450 | -5.4% | -$6.09万 | 减仓 |
| IVW | ISHARES TR | $106.87万 | 0.12% | 7,771 | -334 | -4.1% | -$4.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $104.69万 | 0.12% | 2,038 | -157 | -7.2% | -$8.07万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $104.26万 | 0.12% | 12,032 | 12,032 | — | $104.26万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $102.48万 | 0.11% | 2,365 | -583 | -19.8% | -$25.26万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $102.02万 | 0.11% | 1,450 | -5 | -0.3% | -$3,518 | 减仓 |
| ETN | EATON CORP PLC | $102.01万 | 0.11% | 2,394 | 51 | 2.2% | $2.17万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $101.01万 | 0.11% | 35,099 | -340 | -1.0% | -$9,785 | 减仓 |
| CB | CHUBB LIMITED | $100.75万 | 0.11% | 2,957 | -9 | -0.3% | -$3,066 | 减仓 |
| NGG | NATIONAL GRID PLC | $100.29万 | 0.11% | 12,102 | -39 | -0.3% | -$3,232 | 减仓 |
| DGRW | WISDOMTREE TR | $99.60万 | 0.11% | 10,416 | -3,643 | -25.9% | -$34.83万 | 减仓 |
| IJH | ISHARES TR | $98.31万 | 0.11% | 12,750 | -54 | -0.4% | -$4,164 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $97.98万 | 0.11% | 969 | 5 | 0.5% | $5,055 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $94.63万 | 0.10% | 2,775 | -511 | -15.6% | -$17.43万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $94.22万 | 0.10% | 20,780 | -358 | -1.7% | -$1.62万 | 减仓 |
| EEM | ISHARES TR | $93.91万 | 0.10% | 13,727 | -625 | -4.4% | -$4.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $92.72万 | 0.10% | 1,215 | 25 | 2.1% | $1.91万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $92.06万 | 0.10% | 15,424 | -651 | -4.0% | -$3.89万 | 减仓 |
| ORCL | ORACLE CORP | $91.17万 | 0.10% | 6,221 | 1,321 | 27.0% | $19.36万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $89.14万 | 0.10% | 18,169 | 182 | 1.0% | $8,929 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $89.13万 | 0.10% | 26,591 | 12,891 | 94.1% | $43.21万 | 加仓 |
| WM | WASTE MGMT INC DEL | $86.01万 | 0.10% | 3,859 | -101 | -2.6% | -$2.25万 | 减仓 |
| MGK | VANGUARD WORLD FD | $85.26万 | 0.09% | 9,699 | -431 | -4.3% | -$3.79万 | 减仓 |
| VDE | VANGUARD WORLD FD | $84.85万 | 0.09% | 5,651 | -331 | -5.5% | -$4.97万 | 减仓 |
| UTES | ETFIS SER TR I | $84.58万 | 0.09% | 10,347 | 3,103 | 42.8% | $25.36万 | 加仓 |
| IRM | IRON MTN INC DEL | $84.34万 | 0.09% | 6,677 | -327 | -4.7% | -$4.13万 | 减仓 |
| BX | BLACKSTONE INC | $84.33万 | 0.09% | 7,166 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $84.12万 | 0.09% | 24,382 | 9,478 | 63.6% | $32.70万 | 加仓 |
| BA | BOEING CO | $83.92万 | 0.09% | 3,877 | -870 | -18.3% | -$18.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $83.32万 | 0.09% | 4,606 | -15 | -0.3% | -$2,713 | 减仓 |
| ICSH | ISHARES TR | $81.78万 | 0.09% | 16,169 | 1,653 | 11.4% | $8.36万 | 加仓 |
| BAC | BANK OF AMER CORP | $80.23万 | 0.09% | 14,080 | -197 | -1.4% | -$1.12万 | 减仓 |
| INVH | INVITATION HOMES INC | $79.38万 | 0.09% | 26,275 | 12,575 | 91.8% | $37.99万 | 加仓 |
| XBI | SPDR SERIES TRUST | $79.30万 | 0.09% | 5,011 | 5,011 | — | $79.30万 | 新建仓 |
| WFC | WELLS FARGO & CO | $78.64万 | 0.09% | 9,516 | -288 | -2.9% | -$2.38万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $78.45万 | 0.09% | 2,376 | 525 | 28.4% | $17.33万 | 加仓 |
| DFJ | WISDOMTREE TR | $78.18万 | 0.09% | 7,424 | -135 | -1.8% | -$1.42万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $77.85万 | 0.09% | 16,283 | -2,690 | -14.2% | -$12.86万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $77.68万 | 0.09% | 160,490 | -1,442 | -0.9% | -$6,979 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $77.37万 | 0.09% | 4,987 | 855 | 20.7% | $13.26万 | 加仓 |
| HDV | ISHARES TR | $77.01万 | 0.09% | 28,094 | -1,751 | -5.9% | -$4.80万 | 减仓 |
| — | KRANESHARES TRUST | $75.92万 | 0.08% | 43,911 | -194 | -0.4% | -$3,354 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $75.46万 | 0.08% | 12,516 | 448 | 3.7% | $2.70万 | 加仓 |
| AFL | AFLAC INC | $75.05万 | 0.08% | 6,401 | 32 | 0.5% | $3,752 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $74.89万 | 0.08% | 17,860 | -961 | -5.1% | -$4.03万 | 减仓 |
| UNP | UNION PAC CORP | $74.69万 | 0.08% | 2,746 | 893 | 48.2% | $24.29万 | 加仓 |
| BLK | BLACKROCK INC | $74.68万 | 0.08% | 777 | -152 | -16.4% | -$14.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $73.23万 | 0.08% | 3,360 | -459 | -12.0% | -$10.00万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $71.78万 | 0.08% | 4,201 | 4,201 | — | $71.78万 | 新建仓 |