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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $342.32万 | 0.35% | 68,409 | 9,182 | 15.5% | $45.95万 | 加仓 |
| LLY | ELI LILLY & CO | $347.38万 | 0.35% | 3,777 | 12 | 0.3% | $1.10万 | 加仓 |
| QQQ | INVESCO QQQ TR | $347.89万 | 0.35% | 6,027 | 87 | 1.5% | $5.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $360.79万 | 0.37% | 24,664 | 417 | 1.7% | $6.10万 | 加仓 |
| CAT | CATERPILLAR INC | $361.80万 | 0.37% | 5,107 | -240 | -4.5% | -$17.00万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $364.68万 | 0.37% | 53,410 | -160 | -0.3% | -$1.09万 | 减仓 |
| HDV | ISHARES TR | $364.91万 | 0.37% | 26,887 | 826 | 3.2% | $11.21万 | 加仓 |
| — | HONEYWELL INTL INC | $365.57万 | 0.37% | 16,173 | -316 | -1.9% | -$7.14万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $398.07万 | 0.40% | 76,655 | -14,432 | -15.8% | -$74.95万 | 减仓 |
| IWM | ISHARES TR | $402.13万 | 0.41% | 16,215 | 859 | 5.6% | $21.30万 | 加仓 |
| — | EXXON MOBIL CORP | $414.64万 | 0.42% | 24,439 | 249 | 1.0% | $4.22万 | 加仓 |
| GOVT | ISHARES TR | $416.81万 | 0.42% | 181,934 | 166,720 | 1,095.8% | $381.96万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $420.80万 | 0.43% | 6,823 | -100 | -1.4% | -$6.17万 | 减仓 |
| SUB | ISHARES TR | $429.60万 | 0.44% | 40,338 | 625 | 1.6% | $6.66万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $434.95万 | 0.44% | 173,737 | 114,722 | 194.4% | $287.21万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $439.20万 | 0.45% | 74,165 | 1,341 | 1.8% | $7.94万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $441.15万 | 0.45% | 39,350 | 2,746 | 7.5% | $30.79万 | 加仓 |
| KVYO | KLAVIYO INC | $441.21万 | 0.45% | 226,729 | 29 | 0.0% | $564 | 加仓 |
| ABBV | ABBVIE INC | $441.57万 | 0.45% | 20,303 | 1,127 | 5.9% | $24.51万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $447.44万 | 0.45% | 32,348 | 1,061 | 3.4% | $14.68万 | 加仓 |
| META | META PLATFORMS INC | $454.03万 | 0.46% | 7,936 | 69 | 0.9% | $3.95万 | 加仓 |
| AMLP | ALPS ETF TR | $465.53万 | 0.47% | 88,436 | 5,543 | 6.7% | $29.18万 | 加仓 |
| MS | MORGAN STANLEY | $465.91万 | 0.47% | 28,311 | -8,999 | -24.1% | -$148.10万 | 减仓 |
| OEF | ISHARES TR | $490.11万 | 0.50% | 15,409 | -441 | -2.8% | -$14.03万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $492.13万 | 0.50% | 61,074 | 10,930 | 21.8% | $88.07万 | 加仓 |
| IEMG | ISHARES INC | $494.31万 | 0.50% | 70,869 | -75,023 | -51.4% | -$523.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $495.66万 | 0.50% | 23,048 | 2,257 | 10.9% | $48.54万 | 加仓 |
| MUB | ISHARES TR | $496.09万 | 0.50% | 46,735 | 2,437 | 5.5% | $25.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $497.13万 | 0.51% | 24,028 | 685 | 2.9% | $14.17万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $502.63万 | 0.51% | 152,542 | 11,964 | 8.5% | $39.42万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $507.53万 | 0.52% | 140,123 | 9,367 | 7.2% | $33.93万 | 加仓 |
| MBB | ISHARES TR | $522.71万 | 0.53% | 55,051 | 3,537 | 6.9% | $33.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $539.22万 | 0.55% | 18,331 | 585 | 3.3% | $17.21万 | 加仓 |
| GLD | SPDR GOLD TR | $561.73万 | 0.57% | 13,055 | -598 | -4.4% | -$25.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $574.85万 | 0.58% | 23,517 | 332 | 1.4% | $8.12万 | 加仓 |
| EFV | ISHARES TR | $597.00万 | 0.61% | 80,296 | -39,951 | -33.2% | -$297.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $603.66万 | 0.61% | 10,102 | 199 | 2.0% | $11.89万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $609.44万 | 0.62% | 95,106 | -5,164 | -5.2% | -$33.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $613.69万 | 0.62% | 19,130 | -112 | -0.6% | -$3.59万 | 减仓 |
| AVGO | BROADCOM INC | $624.52万 | 0.63% | 20,178 | -106 | -0.5% | -$3.28万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $629.93万 | 0.64% | 195,916 | 195,916 | — | $629.93万 | 新建仓 |
| MO | ALTRIA GROUP INC | $648.88万 | 0.66% | 98,330 | 2,491 | 2.6% | $16.44万 | 加仓 |
| USMV | ISHARES TR | $688.31万 | 0.70% | 74,220 | 268 | 0.4% | $2.49万 | 加仓 |
| IJR | ISHARES TR | $718.74万 | 0.73% | 57,819 | 754 | 1.3% | $9.37万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $726.41万 | 0.74% | 158,397 | 17,935 | 12.8% | $82.25万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $727.34万 | 0.74% | 98,769 | 8,753 | 9.7% | $64.46万 | 加仓 |
| IJH | ISHARES TR | $764.17万 | 0.78% | 113,160 | 528 | 0.5% | $3.57万 | 加仓 |
| IEFA | ISHARES TR | $785.62万 | 0.80% | 86,780 | -92 | -0.1% | -$8,329 | 减仓 |
| AMZN | AMAZON COM INC | $789.50万 | 0.80% | 37,908 | 409 | 1.1% | $8.52万 | 加仓 |
| ACWX | ISHARES TR | $802.69万 | 0.82% | 117,232 | 85,026 | 264.0% | $582.17万 | 加仓 |
| IUSB | ISHARES TR | $881.43万 | 0.90% | 190,828 | 11,101 | 6.2% | $51.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $915.56万 | 0.93% | 19,106 | -1,143 | -5.6% | -$54.77万 | 减仓 |
| GOOG | ALPHABET INC | $986.90万 | 1.00% | 34,404 | 94 | 0.3% | $2.70万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,080.83万 | 1.10% | 465,472 | 23,718 | 5.4% | $55.07万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,156.24万 | 1.18% | 198,735 | -31,640 | -13.7% | -$184.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,203.39万 | 1.22% | 18,504 | -701 | -3.7% | -$45.59万 | 减仓 |
| GOOGL | ALPHABET INC | $1,216.81万 | 1.24% | 42,315 | -315 | -0.7% | -$9.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,224.42万 | 1.24% | 70,208 | 3,861 | 5.8% | $67.34万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,248.43万 | 1.27% | 250,237 | 10,814 | 4.5% | $53.95万 | 加仓 |
| IVE | ISHARES TR | $1,326.16万 | 1.35% | 62,807 | -527 | -0.8% | -$11.13万 | 减仓 |
| IVW | ISHARES TR | $1,430.88万 | 1.45% | 126,503 | 7,004 | 5.9% | $79.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,629.90万 | 1.66% | 531,259 | 7,945 | 1.5% | $24.38万 | 加仓 |
| QUAL | ISHARES TR | $1,631.58万 | 1.66% | 85,062 | 2,068 | 2.5% | $39.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,634.37万 | 1.66% | 44,152 | 148 | 0.3% | $5.48万 | 加仓 |
| AAPL | APPLE INC | $2,217.53万 | 2.25% | 87,377 | -279 | -0.3% | -$7.08万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,873.52万 | 2.92% | 375,427 | 51,387 | 15.9% | $393.32万 | 加仓 |
| IVV | ISHARES TR | $3,739.65万 | 3.80% | 57,250 | -413 | -0.7% | -$26.98万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1.61亿 | 16.38% | 1,122,126 | -6 | -0.0% | -$862 | 减仓 |