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 🔒
$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
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 5.6%
VTI 4.5%
AAPL 2.7%
NVDA 2.3%
VOO 2.2%
AMZN 2.2%
IVV 2.1%
FBND 2.1%
GLD 1.9%
VUG 1.8%

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
GLDM WORLD GOLD TR $00.00%0 -5,959-100.0% -$50.87万 清仓
TLH ISHARES TR $00.00%0 -4,675-100.0% -$47.53万 清仓
— ETF OPPORTUNITIES TRUST $00.00%0 -23,509-100.0% -$46.98万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -1,871-100.0% -$46.96万 清仓
CRM SALESFORCE INC $00.00%0 -1,656-100.0% -$43.86万 清仓
SILJ AMPLIFY ETF TR $00.00%0 -14,432-100.0% -$39.93万 清仓
SIL GLOBAL X FDS $00.00%0 -4,750-100.0% -$39.67万 清仓
MDT MEDTRONIC PLC $00.00%0 -3,813-100.0% -$36.63万 清仓
ASA ASA GOLD AND PRECIOUS MTLS L $00.00%0 -5,735-100.0% -$34.22万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -4,529-100.0% -$32.89万 清仓
PTC PTC INC $00.00%0 -1,863-100.0% -$32.45万 清仓
BBAG J P MORGAN EXCHANGE TRADED F $00.00%0 -6,559-100.0% -$30.45万 清仓
GRAL GRAIL INC $00.00%0 —— — 申报中断
NU NU HLDGS LTD $00.00%0 -17,653-100.0% -$29.55万 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 —— — 申报中断
MKC MCCORMICK & CO INC $00.00%0 -3,920-100.0% -$26.70万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -50-100.0% -$26.62万 清仓
— ISHARES TR $00.00%0 -4,908-100.0% -$25.90万 清仓
TER TERADYNE INC $00.00%0 -1,334-100.0% -$25.82万 清仓
JPHY J P MORGAN EXCHANGE TRADED F $00.00%0 -4,978-100.0% -$25.18万 清仓
SIVR ABRDN SILVER ETF TRUST $00.00%0 -3,649-100.0% -$24.68万 清仓
IUSG ISHARES TR $00.00%0 —— — 申报中断
GDXJ VANECK ETF TRUST $00.00%0 -2,155-100.0% -$24.52万 清仓
FSCO FS CREDIT OPPORTUNITIES CORP $00.00%0 -38,217-100.0% -$24.08万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -4,787-100.0% -$24.07万 清仓
ONEQ FIDELITY COMWLTH TR $00.00%0 -2,560-100.0% -$23.40万 清仓
FBCG FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断
ADBE ADOBE INC $00.00%0 -651-100.0% -$22.78万 清仓
EQT EQT CORP $00.00%0 -4,154-100.0% -$22.27万 清仓
VOOG VANGUARD ADMIRAL FDS INC $00.00%0 —— — 申报中断
J JACOBS SOLUTIONS INC $00.00%0 -1,618-100.0% -$21.43万 清仓
PHO INVESCO EXCHANGE TRADED FD T $00.00%0 -3,001-100.0% -$21.13万 清仓
RIO RIO TINTO PLC $00.00%0 -2,635-100.0% -$21.09万 清仓
USB US BANCORP DEL $00.00%0 —— — 申报中断
VNM VANECK ETF TRUST $00.00%0 -10,914-100.0% -$20.82万 清仓
WGS GENEDX HOLDINGS CORP $00.00%0 -1,600-100.0% -$20.81万 清仓
LEMB ISHARES INC $00.00%0 -4,964-100.0% -$20.64万 清仓
IFLN INVESCO EXCH TRADED FD TR II $00.00%0 -10,377-100.0% -$19.30万 清仓
— BLACKROCK FLOATING RATE INCO $00.00%0 -15,807-100.0% -$18.62万 清仓
ET ENERGY TRANSFER L P $00.00%0 -10,624-100.0% -$17.52万 清仓
— CALAMOS GLOBAL TOTAL RETURN $00.00%0 -10,498-100.0% -$11.96万 清仓
BBDC BARINGS BDC INC $00.00%0 -10,193-100.0% -$9.36万 清仓
HYT BLACKROCK CORPOR HI YLD FD I $00.00%0 -10,269-100.0% -$9.14万 清仓
DNN DENISON MINES CORP $00.00%0 -10,502-100.0% -$2.79万 清仓