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 |
|---|---|---|---|---|---|---|---|---|
| MOO | VANECK ETF TRUST | $41.73万 | 0.05% | 4,939 | 4,939 | — | $41.73万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $41.58万 | 0.05% | 2,279 | -327 | -12.5% | -$5.97万 | 减仓 |
| FALN | ISHARES TR | $41.56万 | 0.05% | 15,554 | -6,401 | -29.2% | -$17.10万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $41.55万 | 0.05% | 3,070 | 8 | 0.3% | $1,083 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $41.36万 | 0.05% | 12,838 | 5,973 | 87.0% | $19.25万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $40.91万 | 0.05% | 1,966 | 10 | 0.5% | $2,081 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $40.86万 | 0.05% | 10,363 | -136 | -1.3% | -$5,362 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $40.85万 | 0.05% | 4,793 | 2,054 | 75.0% | $17.51万 | 加仓 |
| FLRT | PACER FDS TR | $40.70万 | 0.05% | 8,789 | -5,016 | -36.3% | -$23.23万 | 减仓 |
| HGER | HARBOR ETF TRUST | $40.66万 | 0.05% | 13,113 | 13,113 | — | $40.66万 | 新建仓 |
| VTS | VITESSE ENERGY INC | $40.36万 | 0.05% | 22,223 | -342 | -1.5% | -$6,211 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $40.08万 | 0.05% | 6,166 | 1,317 | 27.2% | $8.56万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $39.85万 | 0.05% | 10,256 | -2,430 | -19.2% | -$9.44万 | 减仓 |
| LAZ | LAZARD INC | $39.23万 | 0.05% | 9,234 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $39.21万 | 0.05% | 3,045 | -954 | -23.9% | -$12.29万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $39.09万 | 0.05% | 1,195 | 1 | 0.1% | $327 | 加仓 |
| AMAT | APPLIED MATLS INC | $39.05万 | 0.05% | 1,143 | -44 | -3.7% | -$1.50万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $39.05万 | 0.05% | 9,462 | 30 | 0.3% | $1,238 | 加仓 |
| CSX | CSX CORP | $39.01万 | 0.05% | 9,503 | 13 | 0.1% | $534 | 加仓 |
| SLV | ISHARES SILVER TR | $38.83万 | 0.05% | 5,698 | -2,133 | -27.2% | -$14.53万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $38.76万 | 0.05% | 15,892 | -29,125 | -64.7% | -$71.04万 | 减仓 |
| IJK | ISHARES TR | $38.53万 | 0.05% | 3,829 | 1 | 0.0% | $101 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $38.51万 | 0.05% | 4,963 | 1,347 | 37.3% | $10.45万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.38万 | 0.05% | 2,931 | 606 | 26.1% | $7.94万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $38.25万 | 0.05% | 13,700 | 13,700 | — | $38.25万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $38.02万 | 0.05% | 3,533 | -649 | -15.5% | -$6.98万 | 减仓 |
| PFFA | ETFIS SER TR I | $37.97万 | 0.05% | 18,652 | 66 | 0.4% | $1,344 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $37.75万 | 0.05% | 14,453 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $37.74万 | 0.05% | 4,052 | -106 | -2.5% | -$9,872 | 减仓 |
| NFLX | NETFLIX INC. | $37.42万 | 0.05% | 3,892 | -4,200 | -51.9% | -$40.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $37.18万 | 0.05% | 2,817 | -5 | -0.2% | -$660 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $37.08万 | 0.05% | 3,946 | 130 | 3.4% | $1.22万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $37.00万 | 0.05% | 3,734 | 18 | 0.5% | $1,783 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $36.71万 | 0.04% | 15,125 | -19,306 | -56.1% | -$46.85万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $36.40万 | 0.04% | 7,140 | -516 | -6.7% | -$2.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $36.38万 | 0.04% | 9,898 | -1,555 | -13.6% | -$5.72万 | 减仓 |
| — | GABELLI GLOBAL UTIL & INCOME | $36.10万 | 0.04% | 18,845 | 651 | 3.6% | $1.25万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $36.09万 | 0.04% | 2,178 | 124 | 6.0% | $2.05万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $35.85万 | 0.04% | 3,032 | -268 | -8.1% | -$3.17万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $35.81万 | 0.04% | 1,943 | -247 | -11.3% | -$4.55万 | 减仓 |
| IWY | ISHARES TR | $35.81万 | 0.04% | 1,439 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $35.76万 | 0.04% | 2,500 | -3 | -0.1% | -$429 | 减仓 |
| — | VANECK ETF TRUST | $35.73万 | 0.04% | 7,233 | 7,233 | — | $35.73万 | 新建仓 |
| NOBL | PROSHARES TR | $35.73万 | 0.04% | 3,370 | 52 | 1.6% | $5,513 | 加仓 |
| DIS | DISNEY WALT CO | $35.72万 | 0.04% | 3,706 | -658 | -15.1% | -$6.34万 | 减仓 |
| PFE | PFIZER INC | $35.58万 | 0.04% | 12,672 | -36 | -0.3% | -$1,011 | 减仓 |
| SLB | SLB LIMITED | $35.52万 | 0.04% | 6,911 | 782 | 12.8% | $4.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $35.46万 | 0.04% | 2,707 | 20 | 0.7% | $2,620 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $34.93万 | 0.04% | 3,498 | 1,176 | 50.6% | $11.74万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $34.86万 | 0.04% | 7,782 | -922 | -10.6% | -$4.13万 | 减仓 |
| CALF | PACER FDS TR | $34.74万 | 0.04% | 7,742 | -481 | -5.8% | -$2.16万 | 减仓 |
| ES | EVERSOURCE ENERGY | $34.72万 | 0.04% | 5,012 | -57 | -1.1% | -$3,949 | 减仓 |
| CME | CME GROUP INC | $34.63万 | 0.04% | 1,173 | -1,125 | -49.0% | -$33.22万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $34.58万 | 0.04% | 6,709 | -592 | -8.1% | -$3.05万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $34.34万 | 0.04% | 5,842 | -1,453 | -19.9% | -$8.54万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $34.15万 | 0.04% | 26,536 | 1,898 | 7.7% | $2.44万 | 加仓 |
| INVH | INVITATION HOMES INC | $34.04万 | 0.04% | 13,700 | 13,700 | — | $34.04万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $33.92万 | 0.04% | 3,961 | 666 | 20.2% | $5.70万 | 加仓 |
| IUSV | ISHARES TR | $33.90万 | 0.04% | 3,315 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $33.63万 | 0.04% | 832 | 832 | — | $33.63万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.62万 | 0.04% | 1,157 | 1 | 0.1% | $291 | 加仓 |
| IWO | ISHARES TR | $33.19万 | 0.04% | 1,058 | 1 | 0.1% | $314 | 加仓 |
| CVS | CVS HEALTH CORP | $33.03万 | 0.04% | 4,598 | -62 | -1.3% | -$4,453 | 减仓 |
| ARKK | ARK ETF TR | $32.94万 | 0.04% | 4,874 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $32.88万 | 0.04% | 5,748 | 395 | 7.4% | $2.26万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $32.88万 | 0.04% | 9,045 | 368 | 4.2% | $1.34万 | 加仓 |
| ARKF | ARK ETF TR | $32.79万 | 0.04% | 8,627 | -259 | -2.9% | -$9,845 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $32.71万 | 0.04% | 3,527 | -50 | -1.4% | -$4,638 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $32.49万 | 0.04% | 7,414 | 671 | 10.0% | $2.94万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.46万 | 0.04% | 1,168 | 4 | 0.3% | $1,111 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $32.45万 | 0.04% | 6,359 | -1,052 | -14.2% | -$5.37万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.23万 | 0.04% | 13,021 | 329 | 2.6% | $8,143 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.19万 | 0.04% | 1,303 | 37 | 2.9% | $9,142 | 加仓 |
| MUB | ISHARES TR | $32.13万 | 0.04% | 3,027 | 189 | 6.7% | $2.01万 | 加仓 |
| VPU | VANGUARD WORLD FD | $32.00万 | 0.04% | 1,615 | 1,615 | — | $32.00万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $31.83万 | 0.04% | 13,649 | -3,132 | -18.7% | -$7.30万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $31.71万 | 0.04% | 12,369 | 2 | 0.0% | $51 | 加仓 |
| VOT | VANGUARD INDEX FDS | $31.19万 | 0.04% | 1,212 | -98 | -7.5% | -$2.52万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $31.17万 | 0.04% | 4,492 | 703 | 18.6% | $4.88万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.87万 | 0.04% | 6,309 | 1,557 | 32.8% | $7.62万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.77万 | 0.04% | 4,323 | -9,857 | -69.5% | -$70.16万 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $30.48万 | 0.04% | 35,364 | 115 | 0.3% | $991 | 加仓 |
| BIZD | VANECK ETF TRUST | $30.35万 | 0.04% | 23,710 | -24,465 | -50.8% | -$31.31万 | 减仓 |
| IYW | ISHARES TR | $30.33万 | 0.04% | 1,672 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $30.15万 | 0.04% | 5,714 | 2,670 | 87.7% | $14.09万 | 加仓 |
| IWB | ISHARES TR | $30.09万 | 0.04% | 844 | -42 | -4.7% | -$1.50万 | 减仓 |
| IMCV | ISHARES TR | $29.81万 | 0.04% | 3,516 | -154 | -4.2% | -$1.31万 | 减仓 |
| IBB | ISHARES TR | $29.76万 | 0.04% | 1,763 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $29.68万 | 0.04% | 11,150 | 11,150 | — | $29.68万 | 新建仓 |
| ECL | ECOLAB INC | $29.31万 | 0.04% | 1,102 | 26 | 2.4% | $6,916 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $29.13万 | 0.04% | 20,401 | 1,934 | 10.5% | $2.76万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $29.10万 | 0.04% | 20,891 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.07万 | 0.04% | 6,092 | -2,763 | -31.2% | -$13.19万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $29.02万 | 0.04% | 2,808 | -213 | -7.1% | -$2.20万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $28.93万 | 0.04% | 4,365 | 1,102 | 33.8% | $7.30万 | 加仓 |
| — | WISDOMTREE TR | $28.60万 | 0.03% | 2,827 | -11,123 | -79.7% | -$112.55万 | 减仓 |
| AMLP | ALPS ETF TR | $28.44万 | 0.03% | 5,402 | 5,402 | — | $28.44万 | 新建仓 |
| — | GLOBAL X FDS | $28.41万 | 0.03% | 7,182 | -1,229 | -14.6% | -$4.86万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $28.37万 | 0.03% | 2,898 | -150 | -4.9% | -$1.47万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $28.33万 | 0.03% | 1,007 | 1 | 0.1% | $281 | 重新持有 |