Mayflower Financial Advisors, LLC
BOSTON MA · SEC CIK 0001852930
$9.84亿2026Q1 申报市值
444持仓数
34.4%前十大占比 · 第一大 16.4%
46 / 14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
CORO 新建仓+$629.93万
ACWX 加仓+$582.17万
SPYM 加仓+$393.32万
GOVT 加仓+$381.96万
BLCR 新建仓+$337.67万
2026Q1 卖出最多 按季末市值估算
W 减仓-$1,092.73万
XLG 减仓-$756.97万
IEMG 减仓-$523.28万
EFV 减仓-$297.04万
GLDM 减仓-$199.96万
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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $47.52万 | 0.05% | 4,594 | 54 | 1.2% | $5,585 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $48.27万 | 0.05% | 7,959 | 258 | 3.4% | $1.56万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $48.37万 | 0.05% | 4,917 | 477 | 10.7% | $4.69万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $48.48万 | 0.05% | 4,283 | 413 | 10.7% | $4.67万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $48.90万 | 0.05% | 1,657 | 1,657 | — | $48.90万 | 新建仓 |
| COP | CONOCOPHILLIPS | $49.14万 | 0.05% | 3,723 | -1,306 | -26.0% | -$17.24万 | 减仓 |
| MDT | MEDTRONIC PLC | $50.08万 | 0.05% | 5,779 | -430 | -6.9% | -$3.73万 | 减仓 |
| SYY | SYSCO CORP | $50.27万 | 0.05% | 7,048 | 318 | 4.7% | $2.27万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $50.37万 | 0.05% | 12,533 | 3,573 | 39.9% | $14.36万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $50.96万 | 0.05% | 11,376 | -6,026 | -34.6% | -$27.00万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $51.57万 | 0.05% | 15,453 | 5,709 | 58.6% | $19.05万 | 加仓 |
| PSX | PHILLIPS 66 | $51.74万 | 0.05% | 2,840 | -218 | -7.1% | -$3.97万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $51.81万 | 0.05% | 8,434 | 4,596 | 119.7% | $28.23万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $52.67万 | 0.05% | 18,049 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $52.93万 | 0.05% | 2,269 | 855 | 60.5% | $19.94万 | 加仓 |
| NOW | SERVICENOW INC | $53.29万 | 0.05% | 5,097 | -2,337 | -31.4% | -$24.43万 | 减仓 |
| SPGI | S&P GLOBAL INC | $53.35万 | 0.05% | 1,254 | 76 | 6.5% | $3.23万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $54.74万 | 0.06% | 21,807 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $55.03万 | 0.06% | 3,771 | -49 | -1.3% | -$7,151 | 减仓 |
| CRM | SALESFORCE INC | $55.06万 | 0.06% | 2,950 | 341 | 13.1% | $6.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $55.19万 | 0.06% | 5,872 | 149 | 2.6% | $1.40万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $55.52万 | 0.06% | 2,800 | 149 | 5.6% | $2.95万 | 加仓 |
| XSOE | WISDOMTREE TR | $55.54万 | 0.06% | 13,850 | -1,068 | -7.2% | -$4.28万 | 减仓 |
| IWF | ISHARES TR | $55.73万 | 0.06% | 1,307 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $55.76万 | 0.06% | 3,697 | -72 | -1.9% | -$1.09万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $55.93万 | 0.06% | 45,619 | -136 | -0.3% | -$1,667 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $56.34万 | 0.06% | 1,352 | 19 | 1.4% | $7,918 | 加仓 |
| IWV | ISHARES TR | $56.39万 | 0.06% | 1,521 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $57.24万 | 0.06% | 5,939 | 114 | 2.0% | $1.10万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $57.60万 | 0.06% | 10,375 | 74 | 0.7% | $4,108 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $58.31万 | 0.06% | 6,899 | 6,899 | — | $58.31万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $58.51万 | 0.06% | 1,795 | -71 | -3.8% | -$2.31万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $58.85万 | 0.06% | 8,665 | -3 | -0.0% | -$204 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $58.87万 | 0.06% | 10,214 | -405 | -3.8% | -$2.33万 | 减仓 |
| OKE | ONEOK INC NEW | $59.04万 | 0.06% | 6,532 | 306 | 4.9% | $2.77万 | 加仓 |
| SHM | SPDR SERIES TRUST | $59.34万 | 0.06% | 12,407 | -96 | -0.8% | -$4,592 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $60.13万 | 0.06% | 9,095 | -11 | -0.1% | -$727 | 减仓 |
| IDEV | ISHARES TR | $60.46万 | 0.06% | 7,235 | -2,155 | -22.9% | -$18.01万 | 减仓 |
| GNMA | ISHARES TR | $60.47万 | 0.06% | 13,640 | 59 | 0.4% | $2,615 | 加仓 |
| IXUS | ISHARES TR | $61.28万 | 0.06% | 7,073 | 153 | 2.2% | $1.33万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $61.52万 | 0.06% | 7,218 | -18 | -0.2% | -$1,534 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $61.58万 | 0.06% | 3,841 | 346 | 9.9% | $5.55万 | 加仓 |
| EMXC | ISHARES INC | $62.04万 | 0.06% | 7,888 | 285 | 3.7% | $2.24万 | 加仓 |
| BOTZ | GLOBAL X FDS | $62.41万 | 0.06% | 18,788 | 175 | 0.9% | $5,814 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $63.08万 | 0.06% | 13,600 | -1,544 | -10.2% | -$7.16万 | 减仓 |
| ASML | ASML HLDG NV | $63.27万 | 0.06% | 479 | 25 | 5.5% | $3.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $63.92万 | 0.06% | 4,810 | -78 | -1.6% | -$1.04万 | 减仓 |
| GE | GE AEROSPACE | $64.09万 | 0.07% | 2,258 | 147 | 7.0% | $4.17万 | 加仓 |
| EGHT | 8X8 INC NEW | $64.68万 | 0.07% | 389,659 | 536 | 0.1% | $890 | 加仓 |
| — | SSGA ACTIVE TR | $64.70万 | 0.07% | 25,823 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $64.75万 | 0.07% | 4,458 | -49 | -1.1% | -$7,116 | 减仓 |
| SHV | ISHARES TR | $65.09万 | 0.07% | 5,896 | 115 | 2.0% | $1.27万 | 加仓 |
| NVT | NVENT ELEC PLC | $65.11万 | 0.07% | 5,505 | 192 | 3.6% | $2.27万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $65.94万 | 0.07% | 9,167 | -224 | -2.4% | -$1.61万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $66.30万 | 0.07% | 6,451 | -1,645 | -20.3% | -$16.91万 | 减仓 |
| IXN | ISHARES TR | $67.01万 | 0.07% | 6,703 | 1,764 | 35.7% | $17.63万 | 加仓 |
| CVS | CVS HEALTH CORP | $67.71万 | 0.07% | 9,428 | 165 | 1.8% | $1.19万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $68.57万 | 0.07% | 1,756 | 163 | 10.2% | $6.37万 | 加仓 |
| ECL | ECOLAB INC | $70.49万 | 0.07% | 2,650 | 82 | 3.2% | $2.18万 | 加仓 |
| AGG | ISHARES TR | $70.53万 | 0.07% | 7,105 | -284 | -3.8% | -$2.82万 | 减仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $71.54万 | 0.07% | 1,100 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES INC | $72.04万 | 0.07% | 12,730 | 768 | 6.4% | $4.35万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $72.25万 | 0.07% | 807 | 5 | 0.6% | $4,476 | 加仓 |
| ATI | ATI INC | $72.37万 | 0.07% | 4,975 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $74.43万 | 0.08% | 16,865 | 416 | 2.5% | $1.84万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $74.62万 | 0.08% | 16,638 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $74.73万 | 0.08% | 9,387 | 676 | 7.8% | $5.38万 | 加仓 |
| HACK | AMPLIFY ETF TR | $76.20万 | 0.08% | 10,148 | -165 | -1.6% | -$1.24万 | 减仓 |
| PWR | QUANTA SVCS INC | $76.20万 | 0.08% | 1,388 | 10 | 0.7% | $5,490 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $78.19万 | 0.08% | 1,751 | 343 | 24.4% | $15.32万 | 加仓 |
| IWD | ISHARES TR | $80.34万 | 0.08% | 3,760 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $80.43万 | 0.08% | 14,163 | -36 | -0.3% | -$2,044 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $81.30万 | 0.08% | 4,001 | 97 | 2.5% | $1.97万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $81.66万 | 0.08% | 1,763 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $81.98万 | 0.08% | 4,223 | -440 | -9.4% | -$8.54万 | 减仓 |
| WMB | WILLIAMS COS INC | $82.19万 | 0.08% | 11,293 | 869 | 8.3% | $6.32万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $82.27万 | 0.08% | 17,730 | 17,730 | — | $82.27万 | 新建仓 |
| FDX | FEDEX CORP | $82.70万 | 0.08% | 2,322 | 761 | 48.8% | $27.10万 | 加仓 |
| TER | TERADYNE INC | $84.14万 | 0.09% | 2,838 | -130 | -4.4% | -$3.85万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $84.34万 | 0.09% | 9,508 | 1,785 | 23.1% | $15.83万 | 加仓 |
| IAUM | ISHARES GOLD TR | $85.39万 | 0.09% | 18,285 | 582 | 3.3% | $2.72万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $85.46万 | 0.09% | 6,132 | 1,810 | 41.9% | $25.23万 | 加仓 |
| TLH | ISHARES TR | $87.55万 | 0.09% | 8,692 | -5,069 | -36.8% | -$51.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $87.77万 | 0.09% | 3,351 | 1 | 0.0% | $262 | 加仓 |
| COR | CENCORA INC | $88.87万 | 0.09% | 2,829 | 238 | 9.2% | $7.48万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $89.38万 | 0.09% | 18,601 | 12,860 | 224.0% | $61.79万 | 加仓 |
| BA | BOEING CO | $93.03万 | 0.09% | 4,674 | 55 | 1.2% | $1.09万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $93.25万 | 0.09% | 3,083 | -43 | -1.4% | -$1.30万 | 减仓 |
| VV | VANGUARD INDEX FDS | $93.39万 | 0.09% | 3,125 | -20 | -0.6% | -$5,977 | 减仓 |
| TFI | SPDR SERIES TRUST | $93.50万 | 0.10% | 20,623 | 35 | 0.2% | $1,587 | 加仓 |
| SHOP | SHOPIFY INC | $95.40万 | 0.10% | 8,043 | 220 | 2.8% | $2.61万 | 加仓 |
| UNP | UNION PAC CORP | $96.13万 | 0.10% | 3,962 | 464 | 13.3% | $11.26万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $96.54万 | 0.10% | 12,305 | -684 | -5.3% | -$5.37万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $97.35万 | 0.10% | 12,614 | -275 | -2.1% | -$2.12万 | 减仓 |
| NFLX | NETFLIX INC. | $97.67万 | 0.10% | 10,158 | 569 | 5.9% | $5.47万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $98.02万 | 0.10% | 5,680 | -752 | -11.7% | -$12.98万 | 减仓 |
| QYLD | GLOBAL X FDS | $98.63万 | 0.10% | 57,509 | -10,856 | -15.9% | -$18.62万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $98.69万 | 0.10% | 7,537 | 160 | 2.2% | $2.09万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $99.38万 | 0.10% | 33,051 | 4 | 0.0% | $120 | 加仓 |
| STT | STATE STR CORP | $102.34万 | 0.10% | 8,086 | 2,810 | 53.3% | $35.57万 | 加仓 |