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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $72.05万 | 0.09% | 14,235 | -2,603 | -15.5% | -$13.17万 | 减仓 |
| IUSB | ISHARES TR | $71.61万 | 0.09% | 15,504 | 1,326 | 9.4% | $6.12万 | 加仓 |
| IRM | IRON MTN INC DEL | $71.54万 | 0.09% | 7,004 | -7 | -0.1% | -$715 | 减仓 |
| DHR | DANAHER CORP DEL | $70.84万 | 0.09% | 3,736 | -101 | -2.6% | -$1.92万 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $70.58万 | 0.09% | 69,266 | 8,873 | 14.7% | $9.04万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $70.22万 | 0.09% | 18,973 | 36 | 0.2% | $1,332 | 加仓 |
| AFL | AFLAC INC | $69.88万 | 0.09% | 6,369 | 61 | 1.0% | $6,693 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $69.67万 | 0.09% | 27,013 | 2,301 | 9.3% | $5.93万 | 加仓 |
| BAC | BANK AMERICA CORP | $69.60万 | 0.09% | 14,277 | -3,303 | -18.8% | -$16.10万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $69.35万 | 0.08% | 9,485 | -2,722 | -22.3% | -$19.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $68.98万 | 0.08% | 9,367 | -1,898 | -16.8% | -$13.98万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $68.69万 | 0.08% | 9,785 | 236 | 2.5% | $1.66万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $68.60万 | 0.08% | 13,184 | -798 | -5.7% | -$4.15万 | 减仓 |
| CCJ | CAMECO CORP | $67.97万 | 0.08% | 6,258 | -4,807 | -43.4% | -$52.21万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $67.61万 | 0.08% | 10,359 | -166 | -1.6% | -$1.08万 | 减仓 |
| PYLD | PIMCO ETF TR | $66.74万 | 0.08% | 25,473 | -19,684 | -43.6% | -$51.57万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $66.66万 | 0.08% | 12,068 | 665 | 5.8% | $3.67万 | 加仓 |
| IGIB | ISHARES TR | $63.10万 | 0.08% | 11,857 | -1,594 | -11.9% | -$8.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $62.99万 | 0.08% | 2,948 | 43 | 1.5% | $9,187 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $62.94万 | 0.08% | 5,561 | 7 | 0.1% | $792 | 加仓 |
| D | DOMINION ENERGY INC | $62.70万 | 0.08% | 10,142 | 1,894 | 23.0% | $11.71万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $62.36万 | 0.08% | 30,389 | 1,630 | 5.7% | $3.34万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $62.30万 | 0.08% | 18,574 | -2,048 | -9.9% | -$6.87万 | 减仓 |
| HDEF | DBX ETF TR | $62.21万 | 0.08% | 19,194 | 2,520 | 15.1% | $8.17万 | 加仓 |
| MO | ALTRIA GROUP INC | $62.09万 | 0.08% | 9,410 | 74 | 0.8% | $4,883 | 加仓 |
| DBEF | DBX ETF TR | $61.58万 | 0.08% | 12,466 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $61.35万 | 0.07% | 9,715 | -1,150 | -10.6% | -$7.26万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $60.92万 | 0.07% | 13,677 | 545 | 4.2% | $2.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.32万 | 0.07% | 1,207 | -15 | -1.2% | -$7,372 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $58.98万 | 0.07% | 14,846 | 82 | 0.6% | $3,258 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $58.72万 | 0.07% | 11,328 | 1,229 | 12.2% | $6.37万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $58.41万 | 0.07% | 12,746 | -4,137 | -24.5% | -$18.96万 | 减仓 |
| BYLD | ISHARES TR | $58.03万 | 0.07% | 25,757 | -2,368 | -8.4% | -$5.34万 | 减仓 |
| UTES | ETFIS SER TR I | $57.88万 | 0.07% | 7,244 | 2,274 | 45.8% | $18.17万 | 加仓 |
| EWZ | ISHARES INC | $57.22万 | 0.07% | 14,904 | -33,017 | -68.9% | -$126.75万 | 减仓 |
| — | VANECK ETF TRUST | $56.83万 | 0.07% | 2,265 | -109 | -4.6% | -$2.73万 | 减仓 |
| VTR | VENTAS INC | $56.38万 | 0.07% | 6,895 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $55.58万 | 0.07% | 3,988 | 65 | 1.7% | $9,059 | 加仓 |
| FXI | ISHARES TR | $55.26万 | 0.07% | 15,393 | -530 | -3.3% | -$1.90万 | 减仓 |
| — | RBB FD INC | $55.17万 | 0.07% | 10,941 | 0 | 0.0% | — | 不变 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $55.11万 | 0.07% | 22,012 | 564 | 2.6% | $1.41万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $55.03万 | 0.07% | 15,410 | 4,097 | 36.2% | $14.63万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $54.73万 | 0.07% | 19,064 | 8,014 | 72.5% | $23.01万 | 加仓 |
| C | CITIGROUP INC | $54.72万 | 0.07% | 4,825 | -6,063 | -55.7% | -$68.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.69万 | 0.07% | 10,895 | -4,837 | -30.7% | -$24.28万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $54.00万 | 0.07% | 1,851 | -42 | -2.2% | -$1.23万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $53.61万 | 0.07% | 25,807 | -20,750 | -44.6% | -$43.10万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $52.76万 | 0.06% | 48,721 | -457 | -0.9% | -$4,949 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $52.68万 | 0.06% | 3,286 | -130 | -3.8% | -$2.08万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $52.49万 | 0.06% | 6,981 | -685 | -8.9% | -$5.15万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $52.30万 | 0.06% | 15,373 | -104 | -0.7% | -$3,538 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $52.14万 | 0.06% | 3,980 | 98 | 2.5% | $1.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.04万 | 0.06% | 14,853 | 4,905 | 49.3% | $17.19万 | 加仓 |
| BILS | SPDR SERIES TRUST | $51.93万 | 0.06% | 5,222 | -69 | -1.3% | -$6,861 | 减仓 |
| PULS | PGIM ETF TR | $51.83万 | 0.06% | 10,471 | -1,706 | -14.0% | -$8.45万 | 减仓 |
| MET | METLIFE INC | $51.70万 | 0.06% | 7,311 | 4 | 0.1% | $283 | 加仓 |
| MUST | COLUMBIA ETF TR I | $51.46万 | 0.06% | 25,092 | -2,591 | -9.4% | -$5.31万 | 减仓 |
| POWL | POWELL INDS INC | $51.40万 | 0.06% | 950 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $50.69万 | 0.06% | 14,243 | -737 | -4.9% | -$2.62万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $50.37万 | 0.06% | 1,404 | 5 | 0.4% | $1,794 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $49.30万 | 0.06% | 9,613 | -488 | -4.8% | -$2.50万 | 减仓 |
| UNM | UNUM GROUP | $49.17万 | 0.06% | 6,733 | 236 | 3.6% | $1.72万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $48.96万 | 0.06% | 49,210 | 18,426 | 59.9% | $18.33万 | 加仓 |
| EXC | EXELON CORP | $48.63万 | 0.06% | 9,921 | -115 | -1.1% | -$5,637 | 减仓 |
| — | HONEYWELL INTL INC | $48.45万 | 0.06% | 2,143 | -1,685 | -44.0% | -$38.09万 | 减仓 |
| GSC | GOLDMAN SACHS ETF TR | $48.37万 | 0.06% | 8,853 | -7,945 | -47.3% | -$43.41万 | 减仓 |
| PFF | ISHARES TR | $48.19万 | 0.06% | 15,893 | -109 | -0.7% | -$3,305 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $47.60万 | 0.06% | 14,224 | -2,341 | -14.1% | -$7.83万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $47.43万 | 0.06% | 12,026 | 2,727 | 29.3% | $10.76万 | 加仓 |
| — | PROSHARES TR | $47.22万 | 0.06% | 14,670 | 14,670 | — | $47.22万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $47.13万 | 0.06% | 9,709 | -626 | -6.1% | -$3.04万 | 减仓 |
| SHOP | SHOPIFY INC | $47.10万 | 0.06% | 3,971 | 116 | 3.0% | $1.38万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $46.73万 | 0.06% | 9,348 | -4,523 | -32.6% | -$22.61万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.46万 | 0.06% | 1,190 | 75 | 6.7% | $2.93万 | 加仓 |
| XAR | SPDR SERIES TRUST | $46.34万 | 0.06% | 1,825 | 348 | 23.6% | $8.84万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $46.16万 | 0.06% | 14,909 | -126 | -0.8% | -$3,901 | 减仓 |
| IMCG | ISHARES TR | $46.04万 | 0.06% | 5,845 | -120 | -2.0% | -$9,452 | 减仓 |
| GLW | CORNING INC | $46.03万 | 0.06% | 3,386 | -537 | -13.7% | -$7.30万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.80万 | 0.06% | 2,254 | -2,707 | -54.6% | -$55.01万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $45.65万 | 0.06% | 9,839 | -744 | -7.0% | -$3.45万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $45.45万 | 0.06% | 11,579 | 11,579 | — | $45.45万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $45.36万 | 0.06% | 11,650 | -428 | -3.5% | -$1.67万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $45.28万 | 0.06% | 4,853 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $44.96万 | 0.05% | 1,853 | -64 | -3.3% | -$1.55万 | 减仓 |
| TRP | TC ENERGY CORP | $44.79万 | 0.05% | 7,155 | 2,181 | 43.8% | $13.65万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $44.62万 | 0.05% | 35,754 | 3,198 | 9.8% | $3.99万 | 加仓 |
| VHT | VANGUARD WORLD FD | $44.44万 | 0.05% | 1,632 | -1,396 | -46.1% | -$38.02万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $44.18万 | 0.05% | 7,285 | -15,618 | -68.2% | -$94.72万 | 减仓 |
| SLQD | ISHARES TR | $44.17万 | 0.05% | 8,749 | -180 | -2.0% | -$9,088 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $43.52万 | 0.05% | 11,326 | -2,033 | -15.2% | -$7.81万 | 减仓 |
| ILCG | ISHARES TR | $43.11万 | 0.05% | 4,515 | -624 | -12.1% | -$5.96万 | 减仓 |
| IEF | ISHARES TR | $43.04万 | 0.05% | 4,510 | -117 | -2.5% | -$1.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $42.84万 | 0.05% | 4,830 | -239 | -4.7% | -$2.12万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $42.48万 | 0.05% | 1,955 | -165 | -7.8% | -$3.58万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $42.35万 | 0.05% | 5,945 | -2,273 | -27.7% | -$16.19万 | 减仓 |
| WAB | WABTEC | $42.34万 | 0.05% | 1,694 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $42.11万 | 0.05% | 5,258 | -9 | -0.2% | -$721 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $42.06万 | 0.05% | 10,707 | 766 | 7.7% | $3.01万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $41.92万 | 0.05% | 5,911 | 663 | 12.6% | $4.70万 | 加仓 |
| MS | MORGAN STANLEY | $41.91万 | 0.05% | 2,547 | -237 | -8.5% | -$3.90万 | 减仓 |