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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $228.59万 | 0.17% | 13,967 | -811 | -5.5% | -$13.27万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $233.55万 | 0.18% | 5,413 | -2,518 | -31.7% | -$108.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $237.87万 | 0.18% | 15,052 | 3,130 | 26.3% | $49.46万 | 加仓 |
| EFV | ISHARES TR | $243.33万 | 0.19% | 31,787 | -48,509 | -60.4% | -$371.33万 | 减仓 |
| HD | HOME DEPOT INC | $247.27万 | 0.19% | 7,011 | 803 | 12.9% | $28.32万 | 加仓 |
| IWY | ISHARES TR | $252.44万 | 0.19% | 8,686 | 1,704 | 24.4% | $49.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $253.58万 | 0.19% | 4,937 | 19 | 0.4% | $9,759 | 加仓 |
| MRK | MERCK & CO INC | $259.09万 | 0.20% | 20,163 | 1,327 | 7.0% | $17.05万 | 加仓 |
| IWB | ISHARES TR | $262.63万 | 0.20% | 6,413 | -495 | -7.2% | -$20.27万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $264.03万 | 0.20% | 14,595 | -588 | -3.9% | -$10.64万 | 减仓 |
| INTC | INTEL CORP | $268.92万 | 0.21% | 19,259 | 2,394 | 14.2% | $33.43万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $271.95万 | 0.21% | 5,694 | 102 | 1.8% | $4.87万 | 加仓 |
| MATV | MATIV HOLDINGS INC | $284.06万 | 0.22% | 375,246 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $285.51万 | 0.22% | 50,107 | 686 | 1.4% | $3.91万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $289.87万 | 0.22% | 24,845 | 181 | 0.7% | $2.11万 | 加仓 |
| IYW | ISHARES TR | $291.13万 | 0.22% | 11,542 | -1,598 | -12.2% | -$40.31万 | 减仓 |
| GLW | CORNING INC | $292.57万 | 0.22% | 11,454 | 27 | 0.2% | $6,897 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $307.84万 | 0.24% | 61,213 | 61,213 | — | $307.84万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $312.30万 | 0.24% | 5,376 | -157 | -2.8% | -$9.12万 | 减仓 |
| SHLD | GLOBAL X FDS | $314.60万 | 0.24% | 52,688 | 4,595 | 9.6% | $27.44万 | 加仓 |
| TSLA | TESLA INC | $315.96万 | 0.24% | 7,512 | 988 | 15.1% | $41.56万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $339.30万 | 0.26% | 39,689 | -578 | -1.4% | -$4.94万 | 减仓 |
| KVYO | KLAVIYO INC | $342.32万 | 0.26% | 226,700 | -29 | -0.0% | -$438 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $350.66万 | 0.27% | 3,038 | -744 | -19.7% | -$85.88万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $352.66万 | 0.27% | 94,017 | 664 | 0.7% | $2.49万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $357.19万 | 0.27% | 16,390 | -891 | -5.2% | -$19.42万 | 减仓 |
| CSCO | CISCO SYS INC | $363.80万 | 0.28% | 30,972 | 95 | 0.3% | $1.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $364.53万 | 0.28% | 45,244 | -472 | -1.0% | -$3.80万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $364.58万 | 0.28% | 43,532 | -551 | -1.2% | -$4.61万 | 减仓 |
| HDV | ISHARES TR | $369.20万 | 0.28% | 134,695 | 260 | 0.2% | $7,127 | 加仓 |
| ITOT | ISHARES TR | $374.48万 | 0.29% | 22,796 | 672 | 3.0% | $11.04万 | 加仓 |
| V | VISA INC | $382.68万 | 0.29% | 11,154 | -114 | -1.0% | -$3.91万 | 减仓 |
| GEV | GE VERNOVA INC | $384.57万 | 0.29% | 3,273 | 586 | 21.8% | $68.85万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $386.62万 | 0.30% | 137,833 | 137,833 | — | $386.62万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $403.41万 | 0.31% | 41,808 | -19,266 | -31.5% | -$185.90万 | 减仓 |
| GOVT | ISHARES TR | $403.65万 | 0.31% | 177,196 | -4,738 | -2.6% | -$10.79万 | 减仓 |
| SUB | ISHARES TR | $418.41万 | 0.32% | 39,299 | -1,039 | -2.6% | -$11.06万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $423.34万 | 0.32% | 98,200 | -41,923 | -29.9% | -$180.73万 | 减仓 |
| AMLP | ALPS ETF TR | $457.69万 | 0.35% | 88,273 | -163 | -0.2% | -$8,452 | 减仓 |
| META | META PLATFORMS INC | $464.17万 | 0.36% | 8,240 | 304 | 3.8% | $17.12万 | 加仓 |
| LLY | ELI LILLY & CO | $468.48万 | 0.36% | 3,906 | 129 | 3.4% | $15.47万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $474.46万 | 0.36% | 6,746 | -77 | -1.1% | -$5.42万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $475.04万 | 0.36% | 94,310 | 12,071 | 14.7% | $60.80万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $475.18万 | 0.36% | 55,164 | 17,808 | 47.7% | $153.40万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $484.27万 | 0.37% | 45,048 | 40,131 | 816.2% | $431.41万 | 加仓 |
| IWM | ISHARES TR | $492.09万 | 0.38% | 16,378 | 163 | 1.0% | $4.90万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $494.29万 | 0.38% | 97,899 | 40,410 | 70.3% | $204.03万 | 加仓 |
| MUB | ISHARES TR | $496.86万 | 0.38% | 46,168 | -567 | -1.2% | -$6.10万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $498.24万 | 0.38% | 73,748 | -417 | -0.6% | -$2.82万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $500.38万 | 0.38% | 61,729 | 8,319 | 15.6% | $67.43万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $500.43万 | 0.38% | 31,884 | -464 | -1.4% | -$7.28万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $520.33万 | 0.40% | 207,550 | 33,813 | 19.5% | $84.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $521.65万 | 0.40% | 7,084 | 1,057 | 17.5% | $77.83万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $526.43万 | 0.40% | 32,588 | -6,762 | -17.2% | -$109.23万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $537.53万 | 0.41% | 22,717 | -331 | -1.4% | -$7.83万 | 减仓 |
| MBB | ISHARES TR | $555.12万 | 0.42% | 58,730 | 3,679 | 6.7% | $34.77万 | 加仓 |
| IEMG | ISHARES INC | $568.87万 | 0.44% | 68,671 | -2,198 | -3.1% | -$18.21万 | 减仓 |
| PULS | PGIM ETF TR | $572.16万 | 0.44% | 115,472 | 115,472 | — | $572.16万 | 新建仓 |
| CAT | CATERPILLAR INC | $576.86万 | 0.44% | 5,417 | 310 | 6.1% | $33.01万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $591.23万 | 0.45% | 129,712 | -28,685 | -18.1% | -$130.75万 | 减仓 |
| MS | MORGAN STANLEY | $595.83万 | 0.46% | 28,503 | 192 | 0.7% | $4.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $618.34万 | 0.47% | 86,785 | -8,321 | -8.7% | -$59.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $623.34万 | 0.48% | 24,544 | 1,027 | 4.4% | $26.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $629.97万 | 0.48% | 19,246 | 915 | 5.0% | $29.95万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $663.05万 | 0.51% | 156,601 | 129,887 | 486.2% | $549.94万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $668.86万 | 0.51% | 126,871 | -25,671 | -16.8% | -$135.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $678.55万 | 0.52% | 18,337 | -793 | -4.1% | -$29.34万 | 减仓 |
| OEF | ISHARES TR | $697.89万 | 0.53% | 19,075 | 3,666 | 23.8% | $134.13万 | 加仓 |
| USMV | ISHARES TR | $703.50万 | 0.54% | 72,931 | -1,289 | -1.7% | -$12.43万 | 减仓 |
| GLD | SPDR GOLD TR | $706.99万 | 0.54% | 19,192 | 6,137 | 47.0% | $226.07万 | 加仓 |
| AVGO | BROADCOM INC | $715.22万 | 0.55% | 18,934 | -1,244 | -6.2% | -$46.99万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $736.39万 | 0.56% | 100,312 | 1,543 | 1.6% | $11.33万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $756.40万 | 0.58% | 206,668 | 10,752 | 5.5% | $39.35万 | 加仓 |
| IJH | ISHARES TR | $821.00万 | 0.63% | 106,472 | -6,688 | -5.9% | -$51.57万 | 减仓 |
| IEFA | ISHARES TR | $846.86万 | 0.65% | 87,684 | 904 | 1.0% | $8.73万 | 加仓 |
| IJR | ISHARES TR | $850.24万 | 0.65% | 57,328 | -491 | -0.8% | -$7.28万 | 减仓 |
| PEP | PEPSICO INC | $923.62万 | 0.71% | 68,214 | 56,361 | 475.5% | $763.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $936.92万 | 0.72% | 18,724 | -382 | -2.0% | -$19.11万 | 减仓 |
| AMZN | AMAZON COM INC | $938.19万 | 0.72% | 39,364 | 1,456 | 3.8% | $34.70万 | 加仓 |
| SO | SOUTHERN CO | $991.28万 | 0.76% | 103,571 | 100,417 | 3,183.8% | $961.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,066.87万 | 0.82% | 37,939 | 31,632 | 501.5% | $889.51万 | 加仓 |
| ACWX | ISHARES TR | $1,090.11万 | 0.83% | 143,228 | 25,996 | 22.2% | $197.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,177.08万 | 0.90% | 134,109 | 119,752 | 834.1% | $1,051.07万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,197.13万 | 0.92% | 517,566 | 52,094 | 11.2% | $120.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,199.14万 | 0.92% | 208,112 | 200,153 | 2,514.8% | $1,153.28万 | 加仓 |
| GOOG | ALPHABET INC | $1,209.44万 | 0.93% | 34,230 | -174 | -0.5% | -$6.15万 | 减仓 |
| IVE | ISHARES TR | $1,283.96万 | 0.98% | 56,547 | -6,260 | -10.0% | -$142.14万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,318.36万 | 1.01% | 260,648 | 10,411 | 4.2% | $52.66万 | 加仓 |
| QUAL | ISHARES TR | $1,345.92万 | 1.03% | 61,337 | -23,725 | -27.9% | -$520.60万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,357.07万 | 1.04% | 199,540 | 805 | 0.4% | $5.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,362.76万 | 1.04% | 18,249 | -255 | -1.4% | -$19.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,395.53万 | 1.07% | 69,745 | -463 | -0.7% | -$9.26万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,404.75万 | 1.07% | 20,453 | 10,351 | 102.5% | $710.93万 | 加仓 |
| IUSB | ISHARES TR | $1,467.45万 | 1.12% | 317,974 | 127,146 | 66.6% | $586.78万 | 加仓 |
| GOOGL | ALPHABET INC | $1,468.54万 | 1.12% | 41,093 | -1,222 | -2.9% | -$43.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,628.73万 | 1.25% | 98,259 | 74,231 | 308.9% | $1,230.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,674.90万 | 1.28% | 44,901 | 749 | 1.7% | $27.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,695.57万 | 1.30% | 115,628 | 100,283 | 653.5% | $1,470.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,821.36万 | 1.39% | 574,381 | 43,122 | 8.1% | $136.74万 | 加仓 |
| IVW | ISHARES TR | $1,931.13万 | 1.48% | 140,415 | 13,912 | 11.0% | $191.33万 | 加仓 |