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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $71.55万 | 0.08% | 14,171 | -1,529 | -9.7% | -$7.72万 | 减仓 |
| DHR | DANAHER CORP DEL | $70.98万 | 0.08% | 3,726 | -10 | -0.3% | -$1,905 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $69.81万 | 0.08% | 27,133 | 120 | 0.4% | $3,088 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $69.78万 | 0.08% | 20,962 | -1,566 | -7.0% | -$5.21万 | 减仓 |
| LOW | LOWES COS INC | $69.76万 | 0.08% | 3,164 | -54 | -1.7% | -$1.19万 | 减仓 |
| — | NUVEEN CORE PLUS IMPACT FUND | $69.62万 | 0.08% | 68,731 | -535 | -0.8% | -$5,420 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.41万 | 0.08% | 1,646 | -3,037 | -64.9% | -$126.23万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $68.27万 | 0.08% | 13,400 | 3,561 | 36.2% | $18.14万 | 加仓 |
| DBEF | DBX ETF TR | $68.10万 | 0.08% | 12,466 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $68.03万 | 0.08% | 6,874 | -10,355 | -60.1% | -$102.49万 | 减仓 |
| CCJ | CAMECO CORP | $67.71万 | 0.07% | 6,647 | 389 | 6.2% | $3.96万 | 加仓 |
| D | DOMINION ENERGY INC | $67.15万 | 0.07% | 9,833 | -309 | -3.0% | -$2.11万 | 减仓 |
| TJX | TJX COS INC NEW | $66.42万 | 0.07% | 4,384 | -562 | -11.4% | -$8.51万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $66.41万 | 0.07% | 7,319 | -1,061 | -12.7% | -$9.63万 | 减仓 |
| C | CITIGROUP INC | $65.98万 | 0.07% | 4,714 | -111 | -2.3% | -$1.55万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $65.97万 | 0.07% | 8,617 | -1,168 | -11.9% | -$8.94万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $65.83万 | 0.07% | 11,175 | 1,562 | 16.2% | $9.20万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $65.69万 | 0.07% | 8,948 | -419 | -4.5% | -$3.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $65.68万 | 0.07% | 9,129 | -281 | -3.0% | -$2.02万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $65.20万 | 0.07% | 7,208 | 1,950 | 37.1% | $17.64万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $64.80万 | 0.07% | 2,448 | -680 | -21.7% | -$18.00万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $64.20万 | 0.07% | 14,276 | 599 | 4.4% | $2.69万 | 加仓 |
| TQQQ | PROSHARES TR | $63.06万 | 0.07% | 7,786 | 7,786 | — | $63.06万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $62.40万 | 0.07% | 15,810 | 964 | 6.5% | $3.80万 | 加仓 |
| UPRO | PROSHARES TR | $61.88万 | 0.07% | 4,365 | 4,365 | — | $61.88万 | 新建仓 |
| MET | METLIFE INC | $61.88万 | 0.07% | 7,314 | 3 | 0.0% | $254 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $61.48万 | 0.07% | 5,557 | -4 | -0.1% | -$443 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $61.43万 | 0.07% | 15,535 | 125 | 0.8% | $4,943 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $61.39万 | 0.07% | 6,814 | -167 | -2.4% | -$1.50万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $61.39万 | 0.07% | 1,240 | -164 | -11.7% | -$8.12万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $61.36万 | 0.07% | 1,224 | 17 | 1.4% | $8,522 | 加仓 |
| PYLD | PIMCO ETF TR | $60.88万 | 0.07% | 22,955 | -2,518 | -9.9% | -$6.68万 | 减仓 |
| UNM | UNUM GROUP | $60.26万 | 0.07% | 6,740 | 7 | 0.1% | $626 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $59.92万 | 0.07% | 11,838 | -3,038 | -20.4% | -$15.38万 | 减仓 |
| CLOI | VANECK ETF TRUST | $59.46万 | 0.07% | 11,229 | 11,229 | — | $59.46万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $58.95万 | 0.07% | 13,977 | 13,977 | — | $58.95万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $58.93万 | 0.07% | 4,853 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $58.35万 | 0.06% | 14,197 | -46 | -0.3% | -$1,891 | 减仓 |
| SPIB | SPDR SERIES TRUST | $58.22万 | 0.06% | 17,399 | -1,175 | -6.3% | -$3.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $58.08万 | 0.06% | 14,973 | 120 | 0.8% | $4,655 | 加仓 |
| VTR | VENTAS INC | $58.05万 | 0.06% | 6,538 | -357 | -5.2% | -$3.17万 | 减仓 |
| TRP | TC ENERGY CORP | $57.84万 | 0.06% | 8,725 | 1,570 | 21.9% | $10.41万 | 加仓 |
| — | VANECK ETF TRUST | $57.75万 | 0.06% | 2,258 | -7 | -0.3% | -$1,790 | 减仓 |
| TRI | THOMSON REUTERS CORP | $57.57万 | 0.06% | 7,049 | 7,049 | — | $57.57万 | 新建仓 |
| IGIB | ISHARES TR | $56.87万 | 0.06% | 10,696 | -1,161 | -9.8% | -$6.17万 | 减仓 |
| IEMG | ISHARES INC | $56.48万 | 0.06% | 6,817 | -4,030 | -37.2% | -$33.39万 | 减仓 |
| QCOM | QUALCOMM INC | $55.99万 | 0.06% | 3,030 | -15 | -0.5% | -$2,772 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $54.63万 | 0.06% | 10,711 | 4,352 | 68.4% | $22.20万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $54.46万 | 0.06% | 2,241 | 286 | 14.6% | $6.95万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $54.34万 | 0.06% | 49,128 | 407 | 0.8% | $4,501 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $54.25万 | 0.06% | 3,070 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $53.89万 | 0.06% | 26,033 | -1,367 | -5.0% | -$2.83万 | 减仓 |
| MS | MORGAN STANLEY | $53.85万 | 0.06% | 2,576 | 29 | 1.1% | $6,063 | 加仓 |
| POWL | POWELL INDS INC | $53.69万 | 0.06% | 1,875 | -975 | -34.2% | -$27.92万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $53.44万 | 0.06% | 6,918 | 3,408 | 97.1% | $26.33万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.07万 | 0.06% | 2,325 | 71 | 3.1% | $1.59万 | 加仓 |
| ARKQ | ARK ETF TR | $52.04万 | 0.06% | 3,936 | 1,691 | 75.3% | $22.36万 | 加仓 |
| — | VOYA INFRASTRUCTURE INDLS & | $52.04万 | 0.06% | 37,599 | 1,845 | 5.2% | $2.55万 | 加仓 |
| URNM | SPROTT FDS TR | $50.80万 | 0.06% | 9,659 | -56 | -0.6% | -$2,945 | 减仓 |
| XAR | SPDR SERIES TRUST | $50.73万 | 0.06% | 1,788 | -37 | -2.0% | -$1.05万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $50.45万 | 0.06% | 11,342 | 16 | 0.1% | $712 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $50.28万 | 0.06% | 13,638 | -1,271 | -8.5% | -$4.69万 | 减仓 |
| EXC | EXELON CORP | $49.52万 | 0.05% | 10,621 | 700 | 7.1% | $3.26万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $49.06万 | 0.05% | 3,883 | -105 | -2.6% | -$1.33万 | 减仓 |
| VHT | VANGUARD WORLD FD | $48.80万 | 0.05% | 1,632 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $48.54万 | 0.05% | 5,924 | 13 | 0.2% | $1,065 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $48.47万 | 0.05% | 12,078 | 52 | 0.4% | $2,087 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $48.30万 | 0.05% | 1,287 | 119 | 10.2% | $4.47万 | 加仓 |
| PFF | ISHARES TR | $48.06万 | 0.05% | 15,763 | -130 | -0.8% | -$3,964 | 减仓 |
| BYLD | ISHARES TR | $47.94万 | 0.05% | 21,164 | -4,593 | -17.8% | -$10.40万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $47.89万 | 0.05% | 1,945 | -21 | -1.1% | -$5,170 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $47.75万 | 0.05% | 9,417 | 372 | 4.1% | $1.89万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $47.69万 | 0.05% | 15,460 | -11,431 | -42.5% | -$35.26万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $47.62万 | 0.05% | 43,268 | 43,268 | — | $47.62万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $47.58万 | 0.05% | 11,684 | 977 | 9.1% | $3.98万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $47.31万 | 0.05% | 9,466 | 4 | 0.0% | $200 | 加仓 |
| FXI | ISHARES TR | $47.27万 | 0.05% | 14,965 | -428 | -2.8% | -$1.35万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $46.44万 | 0.05% | 28,080 | 1,544 | 5.8% | $2.55万 | 加仓 |
| CVS | CVS HEALTH CORP | $46.40万 | 0.05% | 4,486 | -112 | -2.4% | -$1.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $45.72万 | 0.05% | 2,279 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $45.70万 | 0.05% | 4,985 | 192 | 4.0% | $1.76万 | 加仓 |
| BNO | UNITED STS BRENT OIL FD LP | $45.63万 | 0.05% | 11,213 | 11,213 | — | $45.63万 | 新建仓 |
| WAB | WABTEC | $45.62万 | 0.05% | 1,692 | -2 | -0.1% | -$539 | 减仓 |
| CSX | CSX CORP | $45.51万 | 0.05% | 9,576 | 73 | 0.8% | $3,470 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $45.33万 | 0.05% | 9,246 | -463 | -4.8% | -$2.27万 | 减仓 |
| VPU | VANGUARD WORLD FD | $45.26万 | 0.05% | 2,312 | 697 | 43.2% | $13.64万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $45.06万 | 0.05% | 4,673 | -157 | -3.3% | -$1.51万 | 减仓 |
| IJK | ISHARES TR | $45.00万 | 0.05% | 3,830 | 1 | 0.0% | $118 | 加仓 |
| IBB | ISHARES TR | $44.93万 | 0.05% | 2,363 | 600 | 34.0% | $11.41万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $44.57万 | 0.05% | 13,062 | 224 | 1.7% | $7,644 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $44.37万 | 0.05% | 10,285 | -78 | -0.8% | -$3,365 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $43.99万 | 0.05% | 3,917 | -63 | -1.6% | -$7,076 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $43.81万 | 0.05% | 3,582 | 49 | 1.4% | $5,993 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $43.43万 | 0.05% | 14,692 | -681 | -4.4% | -$2.01万 | 减仓 |
| DE | DEERE & CO | $43.26万 | 0.05% | 682 | 270 | 65.5% | $17.13万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $43.25万 | 0.05% | 1,167 | -28 | -2.3% | -$1.04万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.85万 | 0.05% | 2,933 | 2 | 0.1% | $292 | 加仓 |
| PFFA | ETFIS SER TR I | $42.63万 | 0.05% | 20,726 | 2,074 | 11.1% | $4.27万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $42.54万 | 0.05% | 10,178 | -1,472 | -12.6% | -$6.15万 | 减仓 |
| IEF | ISHARES TR | $42.52万 | 0.05% | 4,496 | -14 | -0.3% | -$1,324 | 减仓 |