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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $41.93万 | 0.05% | 10,048 | 150 | 1.5% | $6,260 | 加仓 |
| IYW | ISHARES TR | $41.80万 | 0.05% | 1,657 | -15 | -0.9% | -$3,784 | 减仓 |
| SNOW | SNOWFLAKE INC | $41.74万 | 0.05% | 1,640 | 65 | 4.1% | $1.65万 | 加仓 |
| IWO | ISHARES TR | $41.71万 | 0.05% | 1,059 | 1 | 0.1% | $394 | 加仓 |
| — | WISDOMTREE TR | $41.69万 | 0.05% | 5,758 | 2,931 | 103.7% | $21.22万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.21万 | 0.05% | 7,151 | -134 | -1.8% | -$7,722 | 减仓 |
| MOO | VANECK ETF TRUST | $41.10万 | 0.05% | 5,190 | 251 | 5.1% | $1.99万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $40.86万 | 0.05% | 3,786 | 3,786 | — | $40.86万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $40.81万 | 0.05% | 13,882 | 3,740 | 36.9% | $11.00万 | 加仓 |
| ARKK | ARK ETF TR | $40.52万 | 0.04% | 5,013 | 139 | 2.9% | $1.12万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $39.82万 | 0.04% | 3,059 | 27 | 0.9% | $3,515 | 加仓 |
| ECH | ISHARES INC | $39.59万 | 0.04% | 9,971 | 9,971 | — | $39.59万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $39.34万 | 0.04% | 4,440 | 960 | 27.6% | $8.51万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $39.16万 | 0.04% | 3,800 | 302 | 8.6% | $3.11万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $39.01万 | 0.04% | 8,034 | 3,692 | 85.0% | $17.92万 | 加仓 |
| CALF | PACER FDS TR | $38.97万 | 0.04% | 7,700 | -42 | -0.5% | -$2,126 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $38.79万 | 0.04% | 12,843 | -1,610 | -11.1% | -$4.86万 | 减仓 |
| EMR | EMERSON ELEC CO | $38.75万 | 0.04% | 2,707 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $38.70万 | 0.04% | 2,191 | 13 | 0.6% | $2,296 | 加仓 |
| PFE | PFIZER INC | $38.60万 | 0.04% | 16,031 | 3,359 | 26.5% | $8.09万 | 加仓 |
| NEM | NEWMONT CORP | $38.15万 | 0.04% | 4,084 | 4,084 | — | $38.15万 | 新建仓 |
| LAZ | LAZARD INC | $37.89万 | 0.04% | 9,034 | -200 | -2.2% | -$8,388 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $37.45万 | 0.04% | 5,032 | 5,032 | — | $37.45万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $37.28万 | 0.04% | 1,217 | 5 | 0.4% | $1,532 | 加仓 |
| HGER | HARBOR ETF TRUST | $37.06万 | 0.04% | 12,632 | -481 | -3.7% | -$1.41万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $36.86万 | 0.04% | 3,995 | 49 | 1.2% | $4,521 | 加仓 |
| FALN | ISHARES TR | $36.71万 | 0.04% | 13,476 | -2,078 | -13.4% | -$5.66万 | 减仓 |
| — | GABELLI GLOBAL UTIL & INCOME | $36.70万 | 0.04% | 19,114 | 269 | 1.4% | $5,166 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $36.47万 | 0.04% | 4,701 | -262 | -5.3% | -$2.03万 | 减仓 |
| BILS | SPDR SERIES TRUST | $36.35万 | 0.04% | 3,658 | -1,564 | -30.0% | -$15.54万 | 减仓 |
| NOBL | PROSHARES TR | $36.31万 | 0.04% | 6,466 | -274 | -4.1% | -$1.54万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $36.28万 | 0.04% | 41,846 | -7,364 | -15.0% | -$6.38万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $36.27万 | 0.04% | 1,835 | -108 | -5.6% | -$2.13万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.18万 | 0.04% | 12,295 | -74 | -0.6% | -$2,178 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $36.05万 | 0.04% | 37,669 | 2,305 | 6.5% | $2.21万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.99万 | 0.04% | 7,548 | 134 | 1.8% | $6,389 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $35.78万 | 0.04% | 42,500 | 2,000 | 4.9% | $1.68万 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $35.75万 | 0.04% | 12,737 | 908 | 7.7% | $2.55万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $35.55万 | 0.04% | 20,934 | 43 | 0.2% | $730 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $35.46万 | 0.04% | 13,716 | 13,716 | — | $35.46万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $35.24万 | 0.04% | 1,007 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $35.23万 | 0.04% | 5,589 | -159 | -2.8% | -$1.00万 | 减仓 |
| SLB | SLB LIMITED | $35.13万 | 0.04% | 7,556 | 645 | 9.3% | $3.00万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $35.02万 | 0.04% | 4,494 | 2 | 0.0% | $156 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.00万 | 0.04% | 7,891 | -2,365 | -23.1% | -$10.49万 | 减仓 |
| VTS | VITESSE ENERGY INC | $34.99万 | 0.04% | 22,189 | -34 | -0.2% | -$536 | 减仓 |
| IUSV | ISHARES TR | $34.86万 | 0.04% | 3,165 | -150 | -4.5% | -$1.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.68万 | 0.04% | 8,190 | -2,705 | -24.8% | -$11.45万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $34.36万 | 0.04% | 8,466 | 2,218 | 35.5% | $9.00万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.96万 | 0.04% | 1,158 | 1 | 0.1% | $293 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $33.83万 | 0.04% | 9,871 | -4,353 | -30.6% | -$14.92万 | 减仓 |
| IWB | ISHARES TR | $33.82万 | 0.04% | 826 | -18 | -2.1% | -$7,371 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $33.65万 | 0.04% | 5,351 | -491 | -8.4% | -$3.09万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $33.09万 | 0.04% | 1,945 | 229 | 13.3% | $3.90万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.97万 | 0.04% | 1,219 | 198 | 19.4% | $5.36万 | 加仓 |
| MUB | ISHARES TR | $32.92万 | 0.04% | 3,059 | 32 | 1.1% | $3,444 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $32.82万 | 0.04% | 7,753 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $32.65万 | 0.04% | 4,518 | -494 | -9.9% | -$3.57万 | 减仓 |
| EFA | ISHARES TR | $32.54万 | 0.04% | 3,133 | 378 | 13.7% | $3.93万 | 加仓 |
| — | VANECK ETF TRUST | $32.32万 | 0.04% | 5,179 | 5,179 | — | $32.32万 | 新建仓 |
| ARKW | ARK ETF TR | $31.93万 | 0.04% | 2,204 | -3 | -0.1% | -$435 | 减仓 |
| DIS | DISNEY WALT CO | $31.46万 | 0.03% | 3,269 | -437 | -11.8% | -$4.21万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $31.39万 | 0.03% | 2,781 | -27 | -1.0% | -$3,047 | 减仓 |
| — | TIDAL TRUST III | $31.34万 | 0.03% | 16,995 | 16,995 | — | $31.34万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $31.26万 | 0.03% | 1,325 | 125 | 10.4% | $2.95万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $31.21万 | 0.03% | 7,229 | 7,229 | — | $31.21万 | 新建仓 |
| TNA | DIREXION SHARES ETF TRUST | $31.11万 | 0.03% | 4,142 | 4,142 | — | $31.11万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $31.09万 | 0.03% | 12,222 | 12,222 | — | $31.09万 | 新建仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $30.75万 | 0.03% | 13,227 | 1,573 | 13.5% | $3.66万 | 加仓 |
| AMLP | ALPS ETF TR | $30.49万 | 0.03% | 5,880 | 478 | 8.8% | $2.48万 | 加仓 |
| NFLX | NETFLIX INC. | $30.10万 | 0.03% | 4,215 | 323 | 8.3% | $2.31万 | 加仓 |
| MMM | 3M CO | $30.02万 | 0.03% | 1,854 | 6 | 0.3% | $971 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $29.95万 | 0.03% | 6,166 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $29.91万 | 0.03% | 5,939 | -2,810 | -32.1% | -$14.15万 | 减仓 |
| — | GLOBAL X FDS | $29.91万 | 0.03% | 7,182 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $29.65万 | 0.03% | 7,514 | -1,113 | -12.9% | -$4.39万 | 减仓 |
| USB | US BANCORP | $29.59万 | 0.03% | 4,899 | 947 | 24.0% | $5.72万 | 重新持有 |
| ENTG | ENTEGRIS INC | $29.34万 | 0.03% | 1,631 | 1,631 | — | $29.34万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $29.13万 | 0.03% | 11,403 | 195 | 1.7% | $4,982 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $29.13万 | 0.03% | 9,862 | 509 | 5.4% | $1.50万 | 加仓 |
| — | ADVISORSHARES TR | $29.04万 | 0.03% | 4,258 | 1,078 | 33.9% | $7.35万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $29.02万 | 0.03% | 13,166 | 965 | 7.9% | $2.13万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $28.94万 | 0.03% | 10,591 | 10,591 | — | $28.94万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $28.89万 | 0.03% | 863 | -106 | -10.9% | -$3.55万 | 减仓 |
| SBUX | STARBUCKS CORP | $28.74万 | 0.03% | 2,813 | 559 | 24.8% | $5.71万 | 加仓 |
| BOND | PIMCO ETF TR | $28.69万 | 0.03% | 3,111 | 274 | 9.7% | $2.53万 | 加仓 |
| FLRT | PACER FDS TR | $28.66万 | 0.03% | 6,147 | -2,642 | -30.1% | -$12.32万 | 减仓 |
| FRDM | EA SERIES TRUST | $28.52万 | 0.03% | 3,912 | 120 | 3.2% | $8,747 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.49万 | 0.03% | 10,284 | -2,737 | -21.0% | -$7.58万 | 减仓 |
| COP | CONOCOPHILLIPS | $28.12万 | 0.03% | 2,705 | -112 | -4.0% | -$1.16万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.87万 | 0.03% | 8,718 | 422 | 5.1% | $1.35万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $27.76万 | 0.03% | 20,075 | -326 | -1.6% | -$4,509 | 减仓 |
| PULS | PGIM ETF TR | $27.75万 | 0.03% | 5,601 | -4,870 | -46.5% | -$24.13万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $27.74万 | 0.03% | 6,150 | -50 | -0.8% | -$2,255 | 减仓 |
| ANET | ARISTA NETWORKS INC | $27.67万 | 0.03% | 1,629 | 1,629 | — | $27.67万 | 新建仓 |
| FLEX | FLEX LTD | $27.60万 | 0.03% | 1,703 | 1,703 | — | $27.60万 | 新建仓 |
| IUSB | ISHARES TR | $27.43万 | 0.03% | 5,943 | -9,561 | -61.7% | -$44.12万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $27.42万 | 0.03% | 1,251 | 53 | 4.4% | $1.16万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $27.39万 | 0.03% | 4,279 | -44 | -1.0% | -$2,816 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $27.31万 | 0.03% | 10,306 | -54 | -0.5% | -$1,431 | 减仓 |