13F 机构持仓

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

CONCORD MA · SEC CIK 0001748861

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGDV 6.0%
VTI 4.7%
AAPL 2.7%
FBND 2.6%
VOO 2.5%
NVDA 2.5%
AMZN 2.3%
IVV 2.2%
VUG 1.9%
BRK/B 1.5%

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
— RBB FD INC $26.89万0.03%5,368 5,368— $26.89万 新建仓
SDY SPDR SERIES TRUST $26.78万0.03%1,760 -75-4.1% -$1.14万 减仓
ABFL ABACUS FCF ETF TR $26.76万0.03%3,117 140.5% $1,202 加仓
OIH VANECK ETF TRUST $26.68万0.03%717 -115-13.8% -$4.28万 减仓
FENI FIDELITY COVINGTON TRUST $26.61万0.03%6,630 1822.8% $7,303 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $26.31万0.03%2,801 -726-20.6% -$6.82万 减仓
TPR TAPESTRY INC $26.22万0.03%1,791 00.0% — 不变
VOOG VANGUARD ADMIRAL FDS INC $26.19万0.03%3,169 2,674540.2% $22.10万 重新持有
DDOG DATADOG INC $26.01万0.03%999 999— $26.01万 新建仓
BIZD VANECK ETF TRUST $25.66万0.03%20,266 -3,444-14.5% -$4.36万 减仓
HEWJ ISHARES TR $25.48万0.03%3,948 00.0% — 不变
XNIEX VIRTUS EQUITY & CONV INCM FD $25.15万0.03%9,362 7949.3% $2.13万 加仓
CARR CARRIER GLOBAL CORPORATION $24.78万0.03%3,379 -1,908-36.1% -$13.99万 重新持有
FBCG FIDELITY COVINGTON TRUST $24.60万0.03%3,960 -200-4.8% -$1.24万 重新持有
EFAV ISHARES TR $24.56万0.03%2,801 140.5% $1,228 加仓
ULS UL SOLUTIONS INC $24.53万0.03%2,408 30.1% $306 加仓
DEO DIAGEO PLC $24.53万0.03%3,052 3,052— $24.53万 新建仓
VTEI VANGUARD MUN BD FDS $24.51万0.03%2,427 2,427— $24.51万 新建仓
GBTC GRAYSCALE BITCOIN TRUST ETF $24.44万0.03%5,370 -344-6.0% -$1.57万 减仓
TIP ISHARES TR $24.44万0.03%2,233 27514.0% $3.01万 加仓
VTIP VANGUARD MALVERN FDS $24.18万0.03%4,814 -647-11.8% -$3.25万 减仓
AXP AMERICAN EXPRESS CO $23.93万0.03%708 71.0% $2,366 加仓
MNST MONSTER BEVERAGE CORP NEW $23.79万0.03%2,475 2,475— $23.79万 新建仓
VTEC VANGUARD CALIF TAX FREE FDS $23.78万0.03%2,364 -1,370-36.7% -$13.78万 减仓
PAYX PAYCHEX INC $23.73万0.03%2,413 2,413— $23.73万 新建仓
COHR COHERENT CORP $23.72万0.03%601 601— $23.72万 新建仓
AIA ISHARES TR $23.65万0.03%1,669 1,669— $23.65万 新建仓
— DBX ETF TR $23.62万0.03%7,682 1341.8% $4,121 加仓
— DBX ETF TR $23.56万0.03%9,309 9,309— $23.56万 新建仓
FMHI FIRST TR EXCH TRADED FD III $23.47万0.03%4,840 4,840— $23.47万 新建仓
Q QNITY ELECTRONICS INC $23.45万0.03%1,436 1,436— $23.45万 新建仓
XLY SELECT SECTOR SPDR TR $23.34万0.03%1,990 90.5% $1,056 加仓
VRIG INVESCO ACTIVELY MANAGED EXC $23.22万0.03%9,262 -12,750-57.9% -$31.96万 减仓
BNDX VANGUARD CHARLOTTE FDS $23.13万0.03%4,777 270.6% $1,307 加仓
CMCSA COMCAST CORP NEW $23.05万0.03%9,387 -9,677-50.8% -$23.76万 减仓
UTF COHEN & STEERS INFRASTRUCTUR $23.01万0.03%8,341 8,341— $23.01万 新建仓
NET CLOUDFLARE INC $22.96万0.03%936 936— $22.96万 新建仓
IUSG ISHARES TR $22.91万0.03%1,218 -243-16.6% -$4.57万 重新持有
HXL HEXCEL CORP NEW $22.71万0.03%2,270 2,270— $22.71万 新建仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $22.65万0.03%7,544 7,544— $22.65万 新建仓
UPS UNITED PARCEL SVCS INC $22.54万0.02%2,097 2,097— $22.54万 新建仓
— NUVEEN MASS QUALITY MUN INC $22.40万0.02%17,245 6,74564.2% $8.76万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $22.40万0.02%19,076 1,1846.6% $1.39万 加仓
MINT PIMCO ETF TR $22.33万0.02%2,215 -96-4.2% -$9,679 减仓
ILMN ILLUMINA INC $22.28万0.02%1,267 1,267— $22.28万 新建仓
HACK AMPLIFY ETF TR $22.26万0.02%2,122 2,122— $22.26万 新建仓
EUSA ISHARES INC $22.18万0.02%1,942 1,942— $22.18万 新建仓
VLO VALERO ENERGY CORP $22.16万0.02%851 -452-34.7% -$11.77万 减仓
MCK MCKESSON CORP $22.10万0.02%292 -5-1.7% -$3,784 减仓
EDOW FIRST TR EXCHANGE-TRADED FD $22.07万0.02%5,005 -688-12.1% -$3.03万 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $22.04万0.02%22,463 3611.6% $3,541 加仓
IVLU ISHARES TR $21.92万0.02%5,243 1793.5% $7,485 加仓
FPS FORGENT POWER SOLUTIONS INC $21.79万0.02%3,900 3,900— $21.79万 新建仓
ELAN ELANCO ANIMAL HEALTH INC $21.71万0.02%8,822 -13-0.1% -$320 减仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $21.64万0.02%4,320 3288.2% $1.64万 加仓
HYG ISHARES TR $21.63万0.02%2,705 -240-8.1% -$1.92万 减仓
PSFF PACER FDS TR $21.48万0.02%6,262 -48-0.8% -$1,647 减仓
MDYG SPDR SERIES TRUST $21.43万0.02%1,912 1,912— $21.43万 新建仓
GH GUARDANT HEALTH INC $21.26万0.02%1,417 1,417— $21.26万 新建仓
— PROSHARES TR $21.04万0.02%8,397 -6,273-42.8% -$15.72万 减仓
ACWX ISHARES TR $21.01万0.02%2,761 2,761— $21.01万 新建仓
FLR FLUOR CORP $20.96万0.02%4,000 4,000— $20.96万 新建仓
PSX PHILLIPS 66 $20.86万0.02%1,234 -39-3.1% -$6,592 减仓
FIDU FIDELITY COVINGTON TRUST $20.79万0.02%2,087 -425-16.9% -$4.23万 减仓
TDVI FIRST TR EXCHANGE-TRADED FD $20.72万0.02%6,525 6,525— $20.72万 新建仓
GRAL GRAIL INC $20.65万0.02%3,025 -470-13.4% -$3.21万 重新持有
ORLY OREILLY AUTOMOTIVE INC $20.58万0.02%2,235 2,235— $20.58万 新建仓
IDA IDACORP INC $20.41万0.02%1,349 1,349— $20.41万 新建仓
KLAC KLA CORP $20.27万0.02%672 672— $20.27万 新建仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $20.15万0.02%6,685 6,685— $20.15万 新建仓
— INVESCO EXCH TRADED FD TR II $20.05万0.02%6,620 6,620— $20.05万 新建仓
WIW WESTERN AST INFL LKD OPP & I $19.31万0.02%22,985 1,7668.3% $1.48万 加仓
BTX BLACKROCK TECH AND PRIVATE E $18.57万0.02%20,560 20,560— $18.57万 新建仓
PCT PURECYCLE TECHNOLOGIES INC $18.43万0.02%22,726 22,726— $18.43万 新建仓
PPLT ABRDN PLATINUM ETF TRUST $17.98万0.02%12,727 12,727— $17.98万 新建仓
— COHEN & STEERS CLOSED-END $17.64万0.02%12,710 12,710— $17.64万 新建仓
DLY DOUBLELINE YIELD OPPORTUNITI $16.98万0.02%12,066 2602.2% $3,658 加仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND $16.29万0.02%15,796 6354.2% $6,547 加仓
— WESTERN ASSET HIGH INCOME OP $15.20万0.02%41,770 1,0252.5% $3,731 加仓
BCX BLACKROCK RES & COMMODITIES $14.97万0.02%13,238 -500-3.6% -$5,655 减仓
— VIRTUS TOTAL RETURN FD INC $11.32万0.01%16,578 2,98221.9% $2.04万 加仓
XBGYX BLACKROCK ENHANCED INTL DIV $11.19万0.01%19,490 2521.3% $1,446 加仓
IBRX IMMUNITYBIO INC $11.16万0.01%12,750 -2,250-15.0% -$1.97万 减仓
GAB GABELLI EQUITY TR INC $10.74万0.01%18,969 -7,969-29.6% -$4.51万 减仓
— HIGHLAND GLOBAL ALLOCATION F $10.61万0.01%14,107 -7,257-34.0% -$5.46万 减仓
DSU BLACKROCK DEBT STRATEGIES FD $9.83万0.01%10,129 10,129— $9.83万 新建仓
— GSI TECHNOLOGY INC $7.73万0.01%10,000 10,000— $7.73万 新建仓
— TRIPLEPOINT VENTURE GROWTH B $7.20万0.01%14,659 2,43519.9% $1.20万 加仓
— SAN JUAN BASIN RTY TR $5.03万0.01%15,682 00.0% — 不变
SANA SANA BIOTECHNOLOGY INC $4.01万0.00%11,500 -4,250-27.0% -$1.48万 减仓
IAUX I-80 GOLD CORP $3.23万0.00%22,420 7,42049.5% $1.07万 加仓
PACB PACIFIC BIOSCIENCES CALIF IN $3.19万0.00%19,000 -3,000-13.6% -$5,040 减仓
— ODYSSEY MARINE EXPL INC $1.06万0.00%12,500 12,500— $1.06万 新建仓
— EXXON MOBIL CORP $00.00%0 -59,025-100.0% -$1,001.42万 清仓
JCPB J P MORGAN EXCHANGE TRADED F $00.00%0 -126,668-100.0% -$596.35万 清仓
BBUS J P MORGAN EXCHANGE TRADED F $00.00%0 -38,326-100.0% -$449.11万 清仓
— INVESCO CURRENCYSHARES SWISS $00.00%0 -17,394-100.0% -$192.05万 清仓
— PROSHARES TR $00.00%0 -24,596-100.0% -$185.09万 清仓
JBND J P MORGAN EXCHANGE TRADED F $00.00%0 -28,303-100.0% -$152.18万 清仓
JAVA J P MORGAN EXCHANGE TRADED F $00.00%0 -19,688-100.0% -$141.26万 清仓