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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,425.26万 | 6.01% | 1,100,905 | 23,098 | 2.1% | $113.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,247.81万 | 4.71% | 114,793 | 690 | 0.6% | $25.53万 | 加仓 |
| AAPL | APPLE INC | $2,459.14万 | 2.72% | 84,986 | -3,670 | -4.1% | -$106.19万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,315.43万 | 2.56% | 508,997 | 134,805 | 36.0% | $613.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,275.66万 | 2.52% | 33,134 | 2,620 | 8.6% | $179.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,237.43万 | 2.48% | 111,821 | 3,404 | 3.1% | $68.11万 | 加仓 |
| AMZN | AMAZON COM INC | $2,059.57万 | 2.28% | 86,413 | -895 | -1.0% | -$21.33万 | 减仓 |
| IVV | ISHARES TR | $1,982.45万 | 2.20% | 26,472 | 201 | 0.8% | $15.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,690.28万 | 1.87% | 196,224 | -3,978 | -2.0% | -$34.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,357.44万 | 1.50% | 27,128 | 901 | 3.4% | $45.08万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,351.55万 | 1.50% | 286,345 | 3,358 | 1.2% | $15.85万 | 加仓 |
| GLD | SPDR GOLD TR | $1,275.98万 | 1.41% | 34,638 | -737 | -2.1% | -$27.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,260.22万 | 1.40% | 33,784 | -489 | -1.4% | -$18.24万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $1,206.00万 | 1.34% | 1,117,703 | -113,171 | -9.2% | -$122.11万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,203.17万 | 1.33% | 40,390 | 681 | 1.7% | $20.29万 | 加仓 |
| GOOGL | ALPHABET INC | $1,155.86万 | 1.28% | 32,344 | 2,196 | 7.3% | $78.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,109.36万 | 1.23% | 14,855 | -315 | -2.1% | -$23.52万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,102.14万 | 1.22% | 16,804 | 237 | 1.4% | $15.54万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,027.78万 | 1.14% | 130,049 | 8,353 | 6.9% | $66.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,021.86万 | 1.13% | 43,186 | -3,525 | -7.5% | -$83.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $944.39万 | 1.05% | 110,467 | 42,038 | 61.4% | $359.38万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $883.81万 | 0.98% | 156,481 | -18,214 | -10.4% | -$102.87万 | 减仓 |
| AVGO | BROADCOM INC | $829.51万 | 0.92% | 21,959 | -2,540 | -10.4% | -$95.95万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $823.88万 | 0.91% | 395,051 | 297,975 | 307.0% | $621.43万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $791.10万 | 0.88% | 41,257 | 20,608 | 99.8% | $395.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $780.14万 | 0.86% | 13,430 | 64 | 0.5% | $3.72万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $752.67万 | 0.83% | 82,521 | 9,168 | 12.5% | $83.62万 | 加仓 |
| GE | GE AEROSPACE | $740.22万 | 0.82% | 19,806 | 42 | 0.2% | $1.57万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $716.16万 | 0.79% | 33,659 | -431 | -1.3% | -$9.17万 | 减仓 |
| TSLA | TESLA INC | $711.35万 | 0.79% | 16,913 | 919 | 5.7% | $38.65万 | 加仓 |
| GEV | GE VERNOVA INC | $658.01万 | 0.73% | 5,601 | -50 | -0.9% | -$5.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $629.15万 | 0.70% | 8,544 | 98 | 1.2% | $7.22万 | 加仓 |
| LLY | ELI LILLY & CO | $609.69万 | 0.68% | 5,083 | 83 | 1.7% | $9.96万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $575.74万 | 0.64% | 282,643 | 9,215 | 3.4% | $18.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $551.89万 | 0.61% | 16,860 | -18 | -0.1% | -$5,892 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $544.05万 | 0.60% | 174,935 | 5,675 | 3.4% | $17.65万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $498.08万 | 0.55% | 26,143 | -591 | -2.2% | -$11.26万 | 减仓 |
| INTC | INTEL CORP | $492.23万 | 0.55% | 35,252 | 2,267 | 6.9% | $31.65万 | 加仓 |
| RAAX | VANECK ETF TRUST | $468.37万 | 0.52% | 118,067 | 412 | 0.4% | $1.63万 | 加仓 |
| AMGN | AMGEN INC | $463.58万 | 0.51% | 12,802 | 3 | 0.0% | $1,086 | 加仓 |
| RTX | RTX CORPORATION | $451.93万 | 0.50% | 23,820 | -10 | -0.0% | -$1,897 | 减仓 |
| GOOG | ALPHABET INC | $431.62万 | 0.48% | 12,216 | -714 | -5.5% | -$25.23万 | 减仓 |
| FLOT | ISHARES TR | $429.14万 | 0.48% | 84,064 | -15,026 | -15.2% | -$76.71万 | 减仓 |
| CAT | CATERPILLAR INC | $429.01万 | 0.48% | 4,029 | 1,554 | 62.8% | $165.47万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $405.79万 | 0.45% | 58,053 | -237 | -0.4% | -$1.66万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $404.53万 | 0.45% | 62,717 | 1,026 | 1.7% | $6.62万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $403.04万 | 0.45% | 44,857 | 366 | 0.8% | $3.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $395.44万 | 0.44% | 4,227 | 1 | 0.0% | $936 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $384.82万 | 0.43% | 15,152 | 331 | 2.2% | $8.41万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $380.51万 | 0.42% | 112,443 | 4,315 | 4.0% | $14.60万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $364.90万 | 0.40% | 120,947 | -7,088 | -5.5% | -$21.38万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $334.61万 | 0.37% | 41,279 | -944 | -2.2% | -$7.65万 | 减仓 |
| SO | SOUTHERN CO | $333.04万 | 0.37% | 34,797 | 755 | 2.2% | $7.23万 | 加仓 |
| VO | VANGUARD INDEX FDS | $331.51万 | 0.37% | 41,145 | 257 | 0.6% | $2.07万 | 加仓 |
| IAU | ISHARES GOLD TR | $327.03万 | 0.36% | 43,309 | -7,184 | -14.2% | -$54.25万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $313.05万 | 0.35% | 58,394 | 462 | 0.8% | $2.48万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $304.98万 | 0.34% | 12,279 | 12,279 | — | $304.98万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $299.45万 | 0.33% | 10,843 | -378 | -3.4% | -$10.44万 | 减仓 |
| SOXX | ISHARES TR | $293.35万 | 0.32% | 4,578 | 147 | 3.3% | $9.42万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $290.27万 | 0.32% | 5,698 | 20 | 0.4% | $1.02万 | 加仓 |
| VGT | VANGUARD WORLD FD | $275.87万 | 0.31% | 23,082 | 1,170 | 5.3% | $13.98万 | 加仓 |
| IEFA | ISHARES TR | $275.23万 | 0.30% | 28,497 | 707 | 2.5% | $6.83万 | 加仓 |
| CSCO | CISCO SYS INC | $273.43万 | 0.30% | 23,279 | -3,554 | -13.2% | -$41.75万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $273.32万 | 0.30% | 34,501 | -209 | -0.6% | -$1.66万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $271.49万 | 0.30% | 13,577 | -52 | -0.4% | -$1.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $270.38万 | 0.30% | 3,740 | 2,597 | 227.2% | $187.75万 | 加仓 |
| MRK | MERCK & CO INC | $265.80万 | 0.29% | 20,685 | -10,387 | -33.4% | -$133.47万 | 减仓 |
| IWM | ISHARES TR | $260.34万 | 0.29% | 8,665 | 323 | 3.9% | $9.70万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $258.65万 | 0.29% | 30,884 | 557 | 1.8% | $4.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $257.07万 | 0.28% | 9,141 | 328 | 3.7% | $9.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $253.62万 | 0.28% | 28,896 | 1,179 | 4.3% | $10.35万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $252.75万 | 0.28% | 55,246 | 490 | 0.9% | $2.24万 | 加仓 |
| V | VISA INC | $251.12万 | 0.28% | 7,319 | -275 | -3.6% | -$9.44万 | 减仓 |
| QUAL | ISHARES TR | $249.76万 | 0.28% | 11,382 | -140 | -1.2% | -$3.07万 | 减仓 |
| AZN | ASTRAZENECA PLC | $248.73万 | 0.28% | 13,117 | -21 | -0.2% | -$3,982 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $239.77万 | 0.27% | 5,021 | -499 | -9.0% | -$23.83万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $233.45万 | 0.26% | 139,793 | -1,142 | -0.8% | -$1.91万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $233.08万 | 0.26% | 84,849 | -27,706 | -24.6% | -$76.11万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $233.06万 | 0.26% | 18,680 | 4,891 | 35.5% | $61.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $230.95万 | 0.26% | 18,245 | -72 | -0.4% | -$9,114 | 减仓 |
| COWG | PACER FDS TR | $229.80万 | 0.25% | 57,241 | -215 | -0.4% | -$8,632 | 减仓 |
| HD | HOME DEPOT INC | $226.23万 | 0.25% | 6,415 | 537 | 9.1% | $18.94万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $225.00万 | 0.25% | 27,223 | -1,511 | -5.3% | -$12.49万 | 减仓 |
| SHOP | SHOPIFY INC | $220.90万 | 0.24% | 19,347 | 15,376 | 387.2% | $175.56万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $220.85万 | 0.24% | 41,521 | 975 | 2.4% | $5.19万 | 加仓 |
| ABBV | ABBVIE INC | $218.18万 | 0.24% | 8,670 | -66 | -0.8% | -$1.66万 | 减仓 |
| IEI | ISHARES TR | $215.86万 | 0.24% | 18,379 | 1,258 | 7.3% | $14.78万 | 加仓 |
| ITOT | ISHARES TR | $214.26万 | 0.24% | 13,043 | -606 | -4.4% | -$9.95万 | 减仓 |
| AEE | AMEREN CORP | $211.32万 | 0.23% | 18,695 | 469 | 2.6% | $5.30万 | 加仓 |
| MCD | MCDONALDS CORP | $209.42万 | 0.23% | 7,748 | -261 | -3.3% | -$7.05万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $207.03万 | 0.23% | 7,124 | 83 | 1.2% | $2.41万 | 加仓 |
| VB | VANGUARD INDEX FDS | $206.54万 | 0.23% | 6,814 | -150 | -2.2% | -$4.55万 | 减仓 |
| DVY | ISHARES TR | $206.04万 | 0.23% | 13,183 | -735 | -5.3% | -$11.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $203.07万 | 0.22% | 12,251 | -870 | -6.6% | -$14.42万 | 减仓 |
| WMT | WALMART INC | $202.53万 | 0.22% | 17,882 | -843 | -4.5% | -$9.55万 | 减仓 |
| ENB | ENBRIDGE INC | $201.55万 | 0.22% | 37,180 | -851 | -2.2% | -$4.61万 | 减仓 |
| SYY | SYSCO CORP | $197.69万 | 0.22% | 23,653 | -1,287 | -5.2% | -$10.76万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $193.66万 | 0.21% | 23,862 | 397 | 1.7% | $3.22万 | 加仓 |
| RKLB | ROCKET LAB CORP | $193.66万 | 0.21% | 19,052 | -690 | -3.5% | -$7.01万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $190.13万 | 0.21% | 13,898 | -241 | -1.7% | -$3.30万 | 减仓 |