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 |
|---|---|---|---|---|---|---|---|---|
| FDM | FIRST TR EXCHANGE-TRADED FD | $28.00万 | 0.03% | 3,411 | -431 | -11.2% | -$3.54万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $27.82万 | 0.03% | 8,296 | -1,974 | -19.2% | -$6.62万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $27.58万 | 0.03% | 5,457 | -6,777 | -55.4% | -$34.26万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $27.57万 | 0.03% | 10,360 | -939 | -8.3% | -$2.50万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $27.28万 | 0.03% | 5,461 | 5,461 | — | $27.28万 | 新建仓 |
| MMM | 3M CO | $26.84万 | 0.03% | 1,848 | -48 | -2.5% | -$6,971 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.79万 | 0.03% | 1,835 | 3 | 0.2% | $438 | 加仓 |
| EFA | ISHARES TR | $26.76万 | 0.03% | 2,755 | -419 | -13.2% | -$4.07万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.74万 | 0.03% | 580 | 39 | 7.2% | $1.80万 | 加仓 |
| ARKW | ARK ETF TR | $26.62万 | 0.03% | 2,207 | -47 | -2.1% | -$5,668 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $26.58万 | 0.03% | 1,021 | 202 | 24.7% | $5.26万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $26.50万 | 0.03% | 3,480 | -7,264 | -67.6% | -$55.32万 | 减仓 |
| — | DBX ETF TR | $26.36万 | 0.03% | 7,548 | 7,548 | — | $26.36万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $26.29万 | 0.03% | 6,200 | -150 | -2.4% | -$6,360 | 减仓 |
| BOND | PIMCO ETF TR | $26.18万 | 0.03% | 2,837 | 2 | 0.1% | $185 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $26.06万 | 0.03% | 11,654 | 1,490 | 14.7% | $3.33万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $25.91万 | 0.03% | 10,142 | 454 | 4.7% | $1.16万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $25.87万 | 0.03% | 7,753 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $25.74万 | 0.03% | 297 | -30 | -9.2% | -$2.60万 | 减仓 |
| EFAV | ISHARES TR | $25.46万 | 0.03% | 2,787 | 0 | 0.0% | — | 不变 |
| LVHI | LEGG MASON ETF INVT | $25.33万 | 0.03% | 6,248 | -500 | -7.4% | -$2.03万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $25.33万 | 0.03% | 11,829 | 575 | 5.1% | $1.23万 | 加仓 |
| TPR | TAPESTRY INC | $25.27万 | 0.03% | 1,791 | -75 | -4.0% | -$1.06万 | 减仓 |
| ARKQ | ARK ETF TR | $25.25万 | 0.03% | 2,245 | 2,245 | — | $25.25万 | 新建仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $24.96万 | 0.03% | 12,201 | -141 | -1.1% | -$2,885 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $24.90万 | 0.03% | 3,354 | 230 | 7.4% | $1.71万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $24.88万 | 0.03% | 1,716 | 64 | 3.9% | $9,279 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.87万 | 0.03% | 736 | -1,589 | -68.3% | -$53.70万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $24.70万 | 0.03% | 3,510 | 104 | 3.1% | $7,317 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $24.57万 | 0.03% | 4,662 | 4,662 | — | $24.57万 | 新建仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $24.53万 | 0.03% | 11,208 | 340 | 3.1% | $7,442 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $24.42万 | 0.03% | 1,198 | -87 | -6.8% | -$1.77万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $24.28万 | 0.03% | 6,462 | 6,462 | — | $24.28万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.28万 | 0.03% | 969 | 969 | — | $24.28万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $24.11万 | 0.03% | 3,550 | 382 | 12.1% | $2.59万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $23.98万 | 0.03% | 6,448 | 708 | 12.3% | $2.63万 | 加仓 |
| SNOW | SNOWFLAKE INC | $23.76万 | 0.03% | 1,575 | 42 | 2.7% | $6,336 | 加仓 |
| FSLR | FIRST SOLAR INC | $23.67万 | 0.03% | 1,200 | 1,200 | — | $23.67万 | 新建仓 |
| HYG | ISHARES TR | $23.43万 | 0.03% | 2,945 | -118 | -3.9% | -$9,389 | 减仓 |
| MINT | PIMCO ETF TR | $23.24万 | 0.03% | 2,311 | 3 | 0.1% | $302 | 加仓 |
| PSX | PHILLIPS 66 | $23.20万 | 0.03% | 1,273 | -2,135 | -62.6% | -$38.90万 | 重新持有 |
| DE | DEERE & CO | $23.19万 | 0.03% | 412 | -58 | -12.3% | -$3.27万 | 重新持有 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $23.10万 | 0.03% | 5,693 | 215 | 3.9% | $8,723 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.82万 | 0.03% | 4,750 | 211 | 4.6% | $1.01万 | 加仓 |
| VNOM | VIPER ENERGY INC | $22.81万 | 0.03% | 4,854 | 4,854 | — | $22.81万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $22.77万 | 0.03% | 4,025 | -58 | -1.4% | -$3,282 | 减仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $22.40万 | 0.03% | 4,342 | 4,342 | — | $22.40万 | 新建仓 |
| IHI | ISHARES TR | $22.36万 | 0.03% | 4,191 | -2,845 | -40.4% | -$15.18万 | 减仓 |
| HEWJ | ISHARES TR | $22.22万 | 0.03% | 3,948 | -18 | -0.5% | -$1,013 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $22.07万 | 0.03% | 3,103 | -985 | -24.1% | -$7.01万 | 减仓 |
| — | PUTNAM ETF TRUST | $21.81万 | 0.03% | 7,908 | -167 | -2.1% | -$4,606 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $21.74万 | 0.03% | 2,512 | -14 | -0.6% | -$1,211 | 减仓 |
| — | SPROTT FDS TR | $21.69万 | 0.03% | 3,665 | -6,595 | -64.3% | -$39.03万 | 减仓 |
| TIP | ISHARES TR | $21.61万 | 0.03% | 1,958 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $21.59万 | 0.03% | 9,353 | 20 | 0.2% | $462 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $21.59万 | 0.03% | 1,981 | 1 | 0.1% | $109 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $21.21万 | 0.03% | 701 | -28 | -3.8% | -$8,470 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $21.14万 | 0.03% | 8,835 | 8,835 | — | $21.14万 | 新建仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $21.09万 | 0.03% | 3,992 | 3,992 | — | $21.09万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.79万 | 0.03% | 3,522 | -372 | -9.6% | -$2.20万 | 减仓 |
| FRDM | EA SERIES TRUST | $20.72万 | 0.03% | 3,792 | 3,792 | — | $20.72万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $20.61万 | 0.03% | 2,405 | 2,405 | — | $20.61万 | 新建仓 |
| — | ADVISORSHARES TR | $20.59万 | 0.03% | 3,180 | -537 | -14.4% | -$3.48万 | 减仓 |
| PSFF | PACER FDS TR | $20.22万 | 0.02% | 6,310 | -2,771 | -30.5% | -$8.88万 | 减仓 |
| SBUX | STARBUCKS CORP | $20.19万 | 0.02% | 2,254 | -286 | -11.3% | -$2.56万 | 重新持有 |
| SLVP | ISHARES INC | $20.15万 | 0.02% | 5,682 | -1,250 | -18.0% | -$4.43万 | 减仓 |
| IVLU | ISHARES TR | $20.10万 | 0.02% | 5,064 | 5,064 | — | $20.10万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $20.09万 | 0.02% | 17,892 | 978 | 5.8% | $1.10万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $20.02万 | 0.02% | 8,568 | -644 | -7.0% | -$1.50万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $19.14万 | 0.02% | 22,102 | 3,745 | 20.4% | $3.24万 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $17.95万 | 0.02% | 21,219 | 302 | 1.4% | $2,555 | 加仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $17.16万 | 0.02% | 21,364 | -1,433 | -6.3% | -$1.15万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $16.55万 | 0.02% | 13,738 | 13,738 | — | $16.55万 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $16.43万 | 0.02% | 11,806 | 248 | 2.1% | $3,452 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $16.36万 | 0.02% | 40,500 | 6,000 | 17.4% | $2.42万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $15.09万 | 0.02% | 26,938 | 277 | 1.0% | $1,551 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $14.79万 | 0.02% | 40,745 | 981 | 2.5% | $3,561 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $13.96万 | 0.02% | 15,161 | 1,273 | 9.2% | $1.17万 | 加仓 |
| — | NUVEEN MASS QUALITY MUN INC | $12.93万 | 0.02% | 10,500 | 70 | 0.7% | $862 | 加仓 |
| IBRX | IMMUNITYBIO INC | $11.51万 | 0.01% | 15,000 | 15,000 | — | $11.51万 | 新建仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $10.41万 | 0.01% | 19,238 | 243 | 1.3% | $1,315 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INC | $9.00万 | 0.01% | 13,596 | 13,596 | — | $9.00万 | 新建仓 |
| — | SAN JUAN BASIN RTY TR | $7.54万 | 0.01% | 15,682 | 0 | 0.0% | — | 不变 |
| — | TRIPLEPOINT VENTURE GROWTH B | $6.10万 | 0.01% | 12,224 | 12,224 | — | $6.10万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $4.54万 | 0.01% | 15,750 | 0 | 0.0% | — | 不变 |
| NKTX | NKARTA INC | $3.38万 | 0.00% | 16,000 | 16,000 | — | $3.38万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $2.90万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $2.49万 | 0.00% | 13,086 | 309 | 2.4% | $587 | 加仓 |
| IAUX | I-80 GOLD CORP | $2.28万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -18,608 | -100.0% | -$162.18万 | 清仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -30,730 | -100.0% | -$160.84万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,817 | -100.0% | -$140.23万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -16,250 | -100.0% | -$116.61万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -13,282 | -100.0% | -$101.58万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,504 | -100.0% | -$99.63万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,027 | -100.0% | -$91.90万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -2,999 | -100.0% | -$77.62万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -3,849 | -100.0% | -$62.34万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -6,328 | -100.0% | -$61.52万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,437 | -100.0% | -$52.65万 | 清仓 |