Mayflower Financial Advisors, LLC
BOSTON MA · SEC CIK 0001852930
$13.07亿2026Q2 申报市值
499持仓数
31.3%前十大占比 · 第一大 11.5%
55 / 10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
DUK 加仓+$3,585.60万
MCD 加仓+$2,559.65万
ABBV 加仓+$2,047.56万
EXXON MOBIL CORP 加仓+$1,831.57万
PG 加仓+$1,470.55万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$520.60万
EFV 减仓-$371.33万
HONEYWELL INTL I 清仓-$365.57万
IAGG 减仓-$272.26万
BINC 减仓-$229.22万
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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $43.36万 | 0.03% | 8,088 | 1,874 | 30.2% | $10.05万 | 加仓 |
| SLV | ISHARES SILVER TR | $43.38万 | 0.03% | 8,113 | 2,024 | 33.2% | $10.82万 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.59万 | 0.03% | 1,070 | -184 | -14.7% | -$7.50万 | 减仓 |
| IGSB | ISHARES TR | $44.35万 | 0.03% | 8,463 | -120 | -1.4% | -$6,289 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $44.45万 | 0.03% | 24,790 | -4,412 | -15.1% | -$7.91万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $44.74万 | 0.03% | 2,230 | -36 | -1.6% | -$7,222 | 减仓 |
| SMMD | ISHARES TR | $44.87万 | 0.03% | 4,897 | 51 | 1.1% | $4,673 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $45.29万 | 0.03% | 6,603 | -790 | -10.7% | -$5.42万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $45.49万 | 0.03% | 5,029 | -440 | -8.0% | -$3.98万 | 减仓 |
| KLAC | KLA CORP | $45.89万 | 0.04% | 1,521 | 1,521 | — | $45.89万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $46.15万 | 0.04% | 24,135 | 7,000 | 40.9% | $13.38万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $46.49万 | 0.04% | 7,528 | 142 | 1.9% | $8,770 | 加仓 |
| NOW | SERVICENOW INC | $46.61万 | 0.04% | 4,695 | -402 | -7.9% | -$3.99万 | 减仓 |
| STIP | ISHARES TR | $46.97万 | 0.04% | 4,597 | 3 | 0.1% | $307 | 加仓 |
| RKLB | ROCKET LAB CORP | $47.23万 | 0.04% | 4,646 | 4,646 | — | $47.23万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $47.36万 | 0.04% | 625 | 5 | 0.8% | $3,789 | 加仓 |
| PSX | PHILLIPS 66 | $47.38万 | 0.04% | 2,803 | -37 | -1.3% | -$6,255 | 减仓 |
| F | FORD MTR CO | $47.87万 | 0.04% | 34,442 | 420 | 1.2% | $5,838 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $48.27万 | 0.04% | 5,891 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $48.32万 | 0.04% | 762 | 12 | 1.6% | $7,610 | 加仓 |
| PTLC | PACER FDS TR | $48.41万 | 0.04% | 8,310 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $48.42万 | 0.04% | 6,055 | 580 | 10.6% | $4.64万 | 加仓 |
| IJJ | ISHARES TR | $48.66万 | 0.04% | 3,294 | 428 | 14.9% | $6.32万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $48.70万 | 0.04% | 2,052 | -217 | -9.6% | -$5.15万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $48.72万 | 0.04% | 9,075 | -20 | -0.2% | -$1,074 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $48.93万 | 0.04% | 507 | 507 | — | $48.93万 | 新建仓 |
| MTB | M & T BK CORP | $48.96万 | 0.04% | 2,057 | -3 | -0.1% | -$714 | 减仓 |
| CMC | COMMERCIAL METALS CO | $50.10万 | 0.04% | 7,985 | -449 | -5.3% | -$2.82万 | 减仓 |
| MDT | MEDTRONIC PLC | $50.11万 | 0.04% | 6,406 | 627 | 10.8% | $4.90万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $50.26万 | 0.04% | 9,955 | 9,955 | — | $50.26万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $52.36万 | 0.04% | 18,049 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $52.48万 | 0.04% | 3,089 | 46 | 1.5% | $7,814 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $54.17万 | 0.04% | 5,870 | -2 | -0.0% | -$185 | 减仓 |
| DDOG | DATADOG INC | $54.61万 | 0.04% | 2,097 | -27 | -1.3% | -$7,031 | 减仓 |
| XAR | SPDR SERIES TRUST | $54.88万 | 0.04% | 1,934 | 1,934 | — | $54.88万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $55.19万 | 0.04% | 14,540 | 1,196 | 9.0% | $4.54万 | 加仓 |
| CSX | CSX CORP | $55.25万 | 0.04% | 11,625 | 73 | 0.6% | $3,470 | 加仓 |
| VLUE | ISHARES TR | $55.49万 | 0.04% | 2,777 | -513 | -15.6% | -$10.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.12万 | 0.04% | 1,295 | 8 | 0.6% | $3,467 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $56.13万 | 0.04% | 1,657 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $56.32万 | 0.04% | 3,955 | 67 | 1.7% | $9,540 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $57.45万 | 0.04% | 6,722 | -1,943 | -22.4% | -$16.60万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $58.88万 | 0.05% | 13,910 | -1,543 | -10.0% | -$6.53万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $59.16万 | 0.05% | 12,533 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $59.47万 | 0.05% | 7,343 | -1,847 | -20.1% | -$14.96万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $59.83万 | 0.05% | 4,373 | 2,190 | 100.3% | $29.96万 | 加仓 |
| SHM | SPDR SERIES TRUST | $59.89万 | 0.05% | 12,486 | 79 | 0.6% | $3,789 | 加仓 |
| ADI | ANALOG DEVICES INC | $59.95万 | 0.05% | 1,509 | 184 | 13.9% | $7.31万 | 加仓 |
| DIS | DISNEY WALT CO | $60.09万 | 0.05% | 6,243 | 304 | 5.1% | $2.93万 | 加仓 |
| CB | CHUBB LIMITED | $60.52万 | 0.05% | 1,776 | -19 | -1.1% | -$6,475 | 减仓 |
| OKE | ONEOK INC NEW | $60.56万 | 0.05% | 6,966 | 434 | 6.6% | $3.77万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $61.08万 | 0.05% | 45,619 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $61.67万 | 0.05% | 3,636 | -1,869 | -34.0% | -$31.70万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $61.86万 | 0.05% | 10,694 | 480 | 4.7% | $2.78万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $62.22万 | 0.05% | 13,614 | -3,024 | -18.2% | -$13.82万 | 减仓 |
| GNMA | ISHARES TR | $63.53万 | 0.05% | 14,364 | 724 | 5.3% | $3.20万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $63.54万 | 0.05% | 21,939 | 132 | 0.6% | $3,823 | 加仓 |
| SDY | SPDR SERIES TRUST | $64.01万 | 0.05% | 4,206 | 435 | 11.5% | $6.62万 | 加仓 |
| XSOE | WISDOMTREE TR | $64.58万 | 0.05% | 13,130 | -720 | -5.2% | -$3.54万 | 减仓 |
| IWF | ISHARES TR | $64.62万 | 0.05% | 5,204 | -24 | -0.5% | -$2,980 | 减仓 |
| — | SSGA ACTIVE TR | $64.74万 | 0.05% | 25,823 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $64.86万 | 0.05% | 1,521 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $64.88万 | 0.05% | 7,289 | 54 | 0.7% | $4,807 | 加仓 |
| CMI | CUMMINS INC | $65.65万 | 0.05% | 921 | 183 | 24.8% | $13.05万 | 加仓 |
| EGHT | 8X8 INC NEW | $65.77万 | 0.05% | 384,630 | -5,029 | -1.3% | -$8,600 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $66.14万 | 0.05% | 9,166 | -1 | -0.0% | -$72 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $66.75万 | 0.05% | 1,359 | 7 | 0.5% | $3,438 | 加仓 |
| SHV | ISHARES TR | $66.76万 | 0.05% | 6,050 | 154 | 2.6% | $1.70万 | 加仓 |
| NUDM | NUSHARES ETF TR | $66.79万 | 0.05% | 16,689 | 4,522 | 37.2% | $18.10万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $68.02万 | 0.05% | 6,899 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $69.14万 | 0.05% | 18,223 | -565 | -3.0% | -$2.14万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $69.37万 | 0.05% | 7,567 | 349 | 4.8% | $3.20万 | 加仓 |
| SYY | SYSCO CORP | $69.45万 | 0.05% | 8,310 | 1,262 | 17.9% | $10.55万 | 加仓 |
| IXUS | ISHARES TR | $69.56万 | 0.05% | 7,288 | 215 | 3.0% | $2.05万 | 加仓 |
| AGG | ISHARES TR | $70.87万 | 0.05% | 7,160 | 55 | 0.8% | $5,444 | 加仓 |
| NFLX | NETFLIX INC. | $71.06万 | 0.05% | 9,952 | -206 | -2.0% | -$1.47万 | 减仓 |
| WFC | WELLS FARGO & CO | $71.09万 | 0.05% | 8,602 | -785 | -8.4% | -$6.49万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $71.49万 | 0.05% | 14,761 | -3,840 | -20.6% | -$18.60万 | 减仓 |
| FDX | FEDEX CORP | $71.79万 | 0.05% | 2,293 | -29 | -1.2% | -$9,080 | 减仓 |
| ECL | ECOLAB INC | $72.79万 | 0.06% | 2,613 | -37 | -1.4% | -$1.03万 | 减仓 |
| IAGG | ISHARES TR | $73.89万 | 0.06% | 14,603 | -53,806 | -78.7% | -$272.26万 | 减仓 |
| PICK | ISHARES INC | $74.30万 | 0.06% | 12,778 | 48 | 0.4% | $2,791 | 加仓 |
| EMXC | ISHARES INC | $77.10万 | 0.06% | 7,537 | -351 | -4.4% | -$3.59万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $77.76万 | 0.06% | 795 | -12 | -1.5% | -$1.17万 | 减仓 |
| MMM | 3M CO | $77.84万 | 0.06% | 4,808 | 350 | 7.9% | $5.67万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $78.81万 | 0.06% | 6,609 | 158 | 2.4% | $1.88万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $79.02万 | 0.06% | 6,254 | 122 | 2.0% | $1.54万 | 加仓 |
| COR | CENCORA INC | $79.15万 | 0.06% | 2,797 | -32 | -1.1% | -$9,055 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $81.14万 | 0.06% | 4,259 | -551 | -11.5% | -$10.50万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $81.48万 | 0.06% | 4,498 | 4,498 | — | $81.48万 | 新建仓 |
| IWD | ISHARES TR | $82.40万 | 0.06% | 3,399 | -361 | -9.6% | -$8.75万 | 减仓 |
| WMB | WILLIAMS COS INC | $82.57万 | 0.06% | 11,107 | -186 | -1.6% | -$1.38万 | 减仓 |
| FIG | FIGMA INC | $83.48万 | 0.06% | 46,149 | 46,149 | — | $83.48万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $83.50万 | 0.06% | 1,681 | -70 | -4.0% | -$3.48万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $83.95万 | 0.06% | 20,983 | 2,698 | 14.8% | $10.79万 | 加仓 |
| SHOP | SHOPIFY INC | $86.50万 | 0.07% | 7,575 | -468 | -5.8% | -$5.34万 | 减仓 |
| HUBS | HUBSPOT INC | $87.60万 | 0.07% | 4,800 | -308 | -6.0% | -$5.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $88.50万 | 0.07% | 1,694 | -69 | -3.9% | -$3.60万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $89.09万 | 0.07% | 5,446 | -234 | -4.1% | -$3.83万 | 减仓 |
| ATI | ATI INC | $90.14万 | 0.07% | 4,573 | -402 | -8.1% | -$7.92万 | 减仓 |