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 |
|---|---|---|---|---|---|---|---|---|
| IBDS | ISHARES TR | $102.65万 | 0.10% | 42,347 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $103.13万 | 0.10% | 10,245 | 245 | 2.5% | $2.47万 | 加仓 |
| BX | BLACKSTONE INC | $103.32万 | 0.11% | 8,985 | 916 | 11.4% | $10.53万 | 加仓 |
| IEV | ISHARES TR | $103.45万 | 0.11% | 15,227 | -161 | -1.0% | -$1.09万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $104.87万 | 0.11% | 19,225 | -138,768 | -87.8% | -$756.97万 | 减仓 |
| ORCL | ORACLE CORP | $105.74万 | 0.11% | 7,188 | 53 | 0.7% | $7,797 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $107.85万 | 0.11% | 22,255 | 22,255 | — | $107.85万 | 新建仓 |
| LMUB | ISHARES TR | $108.99万 | 0.11% | 21,828 | 21,828 | — | $108.99万 | 新建仓 |
| C | CITIGROUP INC | $110.09万 | 0.11% | 9,707 | 12 | 0.1% | $1,361 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.56万 | 0.11% | 5,533 | 57 | 1.0% | $1.16万 | 加仓 |
| WMT | WALMART INC | $113.04万 | 0.11% | 9,095 | 484 | 5.6% | $6.02万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.23万 | 0.12% | 2,335 | 15 | 0.6% | $7,274 | 加仓 |
| WM | WASTE MGMT INC DEL | $113.46万 | 0.12% | 4,938 | -144 | -2.8% | -$3.31万 | 减仓 |
| LOW | LOWES COS INC | $114.15万 | 0.12% | 4,831 | -86 | -1.7% | -$2.03万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $117.40万 | 0.12% | 27,597 | 5,702 | 26.0% | $24.26万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $117.63万 | 0.12% | 15,201 | 15,201 | — | $117.63万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $117.87万 | 0.12% | 33,119 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $118.29万 | 0.12% | 2,386 | 58 | 2.5% | $2.88万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $118.58万 | 0.12% | 19,356 | -122 | -0.6% | -$7,474 | 减仓 |
| AMGN | AMGEN INC | $118.64万 | 0.12% | 3,372 | -36 | -1.1% | -$1.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $119.11万 | 0.12% | 4,402 | -374 | -7.8% | -$10.12万 | 减仓 |
| EFG | ISHARES TR | $120.02万 | 0.12% | 10,777 | 48 | 0.4% | $5,346 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $122.41万 | 0.12% | 49,460 | 10,932 | 28.4% | $27.06万 | 加仓 |
| SYK | STRYKER CORPORATION | $123.49万 | 0.13% | 3,758 | 433 | 13.0% | $14.23万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $124.62万 | 0.13% | 19,882 | -135 | -0.7% | -$8,462 | 减仓 |
| HUBS | HUBSPOT INC | $124.69万 | 0.13% | 5,108 | 134 | 2.7% | $3.27万 | 加仓 |
| T | AT&T INC | $126.10万 | 0.13% | 43,498 | 2,622 | 6.4% | $7.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $127.77万 | 0.13% | 3,782 | -79 | -2.0% | -$2.67万 | 减仓 |
| IBDR | ISHARES TR | $128.86万 | 0.13% | 53,162 | 56 | 0.1% | $1,357 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $130.17万 | 0.13% | 7,931 | -501 | -5.9% | -$8.22万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $130.56万 | 0.13% | 23,635 | 19,597 | 485.3% | $108.25万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $130.57万 | 0.13% | 18,183 | 18,183 | — | $130.57万 | 新建仓 |
| W | WAYFAIR INC | $130.70万 | 0.13% | 17,378 | -145,291 | -89.3% | -$1,092.73万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $132.89万 | 0.14% | 35,120 | 530 | 1.5% | $2.01万 | 加仓 |
| NVS | NOVARTIS AG | $133.30万 | 0.14% | 8,726 | -1,644 | -15.9% | -$25.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $133.35万 | 0.14% | 14,357 | 385 | 2.8% | $3.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $134.10万 | 0.14% | 26,714 | 791 | 3.1% | $3.97万 | 加仓 |
| KO | COCA COLA CO | $134.57万 | 0.14% | 17,694 | -4,698 | -21.0% | -$35.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $134.58万 | 0.14% | 2,738 | -85 | -3.0% | -$4.18万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $138.88万 | 0.14% | 2,298 | -9 | -0.4% | -$5,439 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $143.65万 | 0.15% | 1,698 | -30 | -1.7% | -$2.54万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $143.71万 | 0.15% | 26,589 | 2,266 | 9.3% | $12.25万 | 加仓 |
| ETN | EATON CORP PLC | $143.94万 | 0.15% | 4,024 | 293 | 7.9% | $10.48万 | 加仓 |
| MCD | MCDONALDS CORP | $145.04万 | 0.15% | 4,667 | -245 | -5.0% | -$7.61万 | 减仓 |
| FNV | FRANCO NEV CORP | $145.71万 | 0.15% | 5,898 | -116 | -1.9% | -$2.87万 | 减仓 |
| TTE | TOTALENERGIES SE | $151.13万 | 0.15% | 16,213 | 16,213 | — | $151.13万 | 新建仓 |
| DGRO | ISHARES TR | $152.86万 | 0.16% | 21,782 | -92 | -0.4% | -$6,456 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $152.88万 | 0.16% | 6,307 | -807 | -11.3% | -$19.56万 | 减仓 |
| BLK | BLACKROCK INC | $154.00万 | 0.16% | 1,601 | 12 | 0.8% | $1.15万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $154.11万 | 0.16% | 33,855 | 33,855 | — | $154.11万 | 新建仓 |
| GLW | CORNING INC | $155.38万 | 0.16% | 11,427 | -6,416 | -36.0% | -$87.24万 | 减仓 |
| TJX | TJX COS INC NEW | $155.77万 | 0.16% | 9,754 | -120 | -1.2% | -$1.92万 | 减仓 |
| EEMV | ISHARES INC | $157.13万 | 0.16% | 24,274 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $158.37万 | 0.16% | 56,399 | -2,421 | -4.1% | -$6.80万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $159.57万 | 0.16% | 379 | -113 | -23.0% | -$47.58万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $172.03万 | 0.17% | 16,755 | -2,940 | -14.9% | -$30.19万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $173.24万 | 0.18% | 30,564 | 209 | 0.7% | $1.18万 | 加仓 |
| IWY | ISHARES TR | $173.74万 | 0.18% | 6,982 | 112 | 1.6% | $2.79万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $174.46万 | 0.18% | 38,725 | 620 | 1.6% | $2.79万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $176.57万 | 0.18% | 11,922 | 4,327 | 57.0% | $64.08万 | 加仓 |
| IAU | ISHARES GOLD TR | $179.82万 | 0.18% | 20,397 | -2,702 | -11.7% | -$23.82万 | 减仓 |
| EFA | ISHARES TR | $180.32万 | 0.18% | 18,565 | -797 | -4.1% | -$7.74万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $181.01万 | 0.18% | 47,114 | 4,228 | 9.9% | $16.24万 | 加仓 |
| PEP | PEPSICO INC | $184.06万 | 0.19% | 11,853 | 929 | 8.5% | $14.43万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $185.55万 | 0.19% | 22,423 | 16 | 0.1% | $1,324 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $188.04万 | 0.19% | 10,929 | -138 | -1.2% | -$2.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $188.99万 | 0.19% | 5,592 | 1,400 | 33.4% | $47.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $194.75万 | 0.20% | 24,568 | 21 | 0.1% | $1,665 | 加仓 |
| MINT | PIMCO ETF TR | $199.66万 | 0.20% | 19,853 | 87 | 0.4% | $8,750 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $200.27万 | 0.20% | 2,010 | 46 | 2.3% | $4.58万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $201.63万 | 0.20% | 36,425 | 1,015 | 2.9% | $5.62万 | 加仓 |
| HD | HOME DEPOT INC | $204.18万 | 0.21% | 6,208 | 244 | 4.1% | $8.03万 | 加仓 |
| IVLU | ISHARES TR | $208.02万 | 0.21% | 52,425 | -1,628 | -3.0% | -$6.46万 | 减仓 |
| ESGU | ISHARES TR | $208.99万 | 0.21% | 14,778 | -79 | -0.5% | -$1.12万 | 减仓 |
| GLDM | WORLD GOLD TR | $211.75万 | 0.22% | 22,845 | -21,573 | -48.6% | -$199.96万 | 减仓 |
| DVY | ISHARES TR | $218.61万 | 0.22% | 14,439 | 7 | 0.0% | $1,060 | 加仓 |
| PG | PROCTER & GAMBLE CO | $221.64万 | 0.23% | 15,345 | -1,662 | -9.8% | -$24.01万 | 减仓 |
| MRK | MERCK & CO INC | $226.58万 | 0.23% | 18,836 | -195 | -1.0% | -$2.35万 | 减仓 |
| CME | CME GROUP INC | $233.92万 | 0.24% | 7,920 | 21 | 0.3% | $6,202 | 加仓 |
| GEV | GE VERNOVA INC | $234.55万 | 0.24% | 2,687 | 104 | 4.0% | $9.08万 | 加仓 |
| IYW | ISHARES TR | $238.38万 | 0.24% | 13,140 | 65 | 0.5% | $1.18万 | 加仓 |
| CSCO | CISCO SYS INC | $239.57万 | 0.24% | 30,877 | 2,025 | 7.0% | $15.71万 | 加仓 |
| BAC | BANK AMERICA CORP | $240.93万 | 0.24% | 49,421 | -2,614 | -5.0% | -$12.74万 | 减仓 |
| TSLA | TESLA INC | $242.53万 | 0.25% | 6,524 | 347 | 5.6% | $12.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $245.73万 | 0.25% | 4,918 | 69 | 1.4% | $3.45万 | 加仓 |
| IWB | ISHARES TR | $246.32万 | 0.25% | 6,908 | -199 | -2.8% | -$7.10万 | 减仓 |
| RTX | RTX CORPORATION | $247.89万 | 0.25% | 12,851 | 161 | 1.3% | $3.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $251.04万 | 0.26% | 15,183 | 762 | 5.3% | $12.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $271.95万 | 0.28% | 6,226 | 1,278 | 25.8% | $55.82万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $289.57万 | 0.29% | 57,489 | 51,189 | 812.5% | $257.84万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $310.50万 | 0.32% | 40,267 | 9,364 | 30.3% | $72.21万 | 加仓 |
| ITOT | ISHARES TR | $315.11万 | 0.32% | 22,124 | 529 | 2.4% | $7.53万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $326.46万 | 0.33% | 375,246 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $328.21万 | 0.33% | 11,429 | -141 | -1.2% | -$4.05万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $331.07万 | 0.34% | 44,083 | 383 | 0.9% | $2.88万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $335.14万 | 0.34% | 93,353 | 2,334 | 2.6% | $8.38万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $337.67万 | 0.34% | 82,239 | 82,239 | — | $337.67万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $339.05万 | 0.34% | 17,281 | -1,259 | -6.8% | -$24.70万 | 减仓 |
| V | VISA INC | $340.56万 | 0.35% | 11,268 | 195 | 1.8% | $5.89万 | 加仓 |
| SHLD | GLOBAL X FDS | $340.69万 | 0.35% | 48,093 | 18,905 | 64.8% | $133.92万 | 加仓 |