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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -16,173 | -100.0% | -$365.57万 | 清仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$71.54万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -13,600 | -100.0% | -$63.08万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -3,359 | -100.0% | -$32.24万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -726 | -100.0% | -$31.39万 | 清仓 |
| NEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -5,041 | -100.0% | -$25.63万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,735 | -100.0% | -$23.71万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -491 | -100.0% | -$22.63万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,092 | -100.0% | -$22.50万 | 清仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -7,947 | -100.0% | -$21.58万 | 清仓 |
| — | GT BIOPHARMA INC | $5,387 | 0.00% | 11,000 | 11,000 | — | $5,387 | 新建仓 |
| — | GENPREX INC | $1.04万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $1.38万 | 0.00% | 12,559 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $2.40万 | 0.00% | 28,480 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC | $3.91万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD | $5.24万 | 0.00% | 23,300 | 6,355 | 37.5% | $1.43万 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $5.60万 | 0.00% | 18,188 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $6.80万 | 0.01% | 10,290 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $8.92万 | 0.01% | 10,571 | 10,571 | — | $8.92万 | 新建仓 |
| NMR | NOMURA HLDGS INC | $12.93万 | 0.01% | 14,722 | 888 | 6.4% | $7,797 | 加仓 |
| IBRX | IMMUNITYBIO INC | $17.70万 | 0.01% | 20,212 | 10,000 | 97.9% | $8.75万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.03万 | 0.01% | 18,824 | 5,539 | 41.7% | $5.31万 | 加仓 |
| TE | T1 ENERGY INC | $18.63万 | 0.01% | 19,655 | -1,770 | -8.3% | -$1.68万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $20.00万 | 0.02% | 744 | 744 | — | $20.00万 | 新建仓 |
| ILMN | ILLUMINA INC | $20.01万 | 0.02% | 1,138 | 1,138 | — | $20.01万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $20.14万 | 0.02% | 2,648 | 46 | 1.8% | $3,498 | 重新持有 |
| SHY | ISHARES TR | $20.18万 | 0.02% | 2,457 | -609 | -19.9% | -$5.00万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $20.25万 | 0.02% | 4,066 | -5,287 | -56.5% | -$26.33万 | 重新持有 |
| XYZ | BLOCK INC | $20.39万 | 0.02% | 2,683 | 2,683 | — | $20.39万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $20.41万 | 0.02% | 445 | -11 | -2.4% | -$5,046 | 减仓 |
| IREN | IREN LIMITED | $20.51万 | 0.02% | 4,485 | 4,485 | — | $20.51万 | 新建仓 |
| — | HENNESSY FDS TR | $20.55万 | 0.02% | 5,335 | 5,335 | — | $20.55万 | 新建仓 |
| AROC | ARCHROCK INC | $20.57万 | 0.02% | 5,052 | 5,052 | — | $20.57万 | 新建仓 |
| GWW | WW GRAINGER INC | $20.68万 | 0.02% | 152 | 152 | — | $20.68万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $20.71万 | 0.02% | 2,955 | 2,955 | — | $20.71万 | 新建仓 |
| SLB | SLB LIMITED | $20.74万 | 0.02% | 4,461 | 64 | 1.5% | $2,975 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $20.76万 | 0.02% | 1,891 | 1,891 | — | $20.76万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.77万 | 0.02% | 869 | 38 | 4.6% | $9,082 | 加仓 |
| SNA | SNAP ON INC | $20.86万 | 0.02% | 518 | 518 | — | $20.86万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $21.12万 | 0.02% | 639 | 639 | — | $21.12万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $21.22万 | 0.02% | 7,324 | 7,324 | — | $21.22万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $21.32万 | 0.02% | 696 | -55 | -7.3% | -$1.68万 | 重新持有 |
| TFC | TRUIST FINL CORP | $21.38万 | 0.02% | 4,292 | 15 | 0.4% | $747 | 重新持有 |
| VGT | VANGUARD WORLD FD | $21.44万 | 0.02% | 1,794 | 1,794 | — | $21.44万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $21.55万 | 0.02% | 5,143 | 5,143 | — | $21.55万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.60万 | 0.02% | 1,755 | 185 | 11.8% | $2.28万 | 加仓 |
| IJT | ISHARES TR | $21.63万 | 0.02% | 1,211 | -871 | -41.8% | -$15.56万 | 减仓 |
| EMB | ISHARES TR | $21.70万 | 0.02% | 2,250 | -516 | -18.7% | -$4.98万 | 减仓 |
| SAN | BANCO SANTANDER SA | $21.90万 | 0.02% | 15,866 | -192 | -1.2% | -$2,650 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $21.93万 | 0.02% | 2,890 | 2,890 | — | $21.93万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $21.96万 | 0.02% | 487 | -59 | -10.8% | -$2.66万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $21.97万 | 0.02% | 904 | -65 | -6.7% | -$1.58万 | 重新持有 |
| ENTG | ENTEGRIS INC | $22.05万 | 0.02% | 1,226 | 1,226 | — | $22.05万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.15万 | 0.02% | 8,357 | -500 | -5.6% | -$1.32万 | 减仓 |
| IBDT | ISHARES TR | $22.16万 | 0.02% | 8,776 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $22.24万 | 0.02% | 2,309 | 2,309 | — | $22.24万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.25万 | 0.02% | 628 | -37 | -5.6% | -$1.31万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $22.25万 | 0.02% | 2,318 | 99 | 4.5% | $9,502 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $22.26万 | 0.02% | 8,180 | 8,180 | — | $22.26万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $22.31万 | 0.02% | 2,225 | 172 | 8.4% | $1.72万 | 重新持有 |
| CAIE | CALAMOS ETF TR | $22.54万 | 0.02% | 8,283 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $22.69万 | 0.02% | 986 | -244 | -19.8% | -$5.61万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $22.75万 | 0.02% | 11,437 | 11,437 | — | $22.75万 | 新建仓 |
| GSK | GSK PLC | $22.76万 | 0.02% | 4,342 | 582 | 15.5% | $3.05万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.83万 | 0.02% | 2,375 | -809 | -25.4% | -$7.78万 | 重新持有 |
| UL | UNILEVER PLC | $22.98万 | 0.02% | 3,822 | -234 | -5.8% | -$1.41万 | 减仓 |
| MGC | VANGUARD WORLD FD | $22.98万 | 0.02% | 840 | 0 | 0.0% | — | 重新持有 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.09万 | 0.02% | 9,819 | -125 | -1.3% | -$2,940 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $23.12万 | 0.02% | 181 | -77 | -29.8% | -$9.84万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $23.29万 | 0.02% | 1,593 | -1,003 | -38.6% | -$14.66万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $23.43万 | 0.02% | 1,435 | 1,435 | — | $23.43万 | 新建仓 |
| EWC | ISHARES INC | $23.44万 | 0.02% | 4,066 | 33 | 0.8% | $1,902 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $23.47万 | 0.02% | 1,933 | 1,933 | — | $23.47万 | 新建仓 |
| GRMN | GARMIN LTD | $23.52万 | 0.02% | 990 | 19 | 2.0% | $4,513 | 加仓 |
| WELL | WELLTOWER INC | $23.58万 | 0.02% | 1,039 | 1,039 | — | $23.58万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $23.72万 | 0.02% | 5,258 | 5,258 | — | $23.72万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $23.73万 | 0.02% | 1,424 | -257 | -15.3% | -$4.28万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.73万 | 0.02% | 810 | 810 | — | $23.73万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $23.79万 | 0.02% | 5,730 | 5,730 | — | $23.79万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $23.83万 | 0.02% | 2,552 | -358 | -12.3% | -$3.34万 | 减仓 |
| QDF | FLEXSHARES TR | $23.92万 | 0.02% | 2,660 | 0 | 0.0% | — | 不变 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $23.94万 | 0.02% | 18,700 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $24.00万 | 0.02% | 1,282 | 60 | 4.9% | $1.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $24.00万 | 0.02% | 6,188 | 6,188 | — | $24.00万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $24.08万 | 0.02% | 1,830 | -29 | -1.6% | -$3,816 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $24.17万 | 0.02% | 5,402 | -5,974 | -52.5% | -$26.73万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $24.20万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $24.34万 | 0.02% | 2,275 | 2,275 | — | $24.34万 | 新建仓 |
| MPC | MARATHON PETE CORP | $24.42万 | 0.02% | 955 | 108 | 12.8% | $2.76万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.69万 | 0.02% | 748 | -57 | -7.1% | -$1.88万 | 减仓 |
| WULF | TERAWULF INC | $24.70万 | 0.02% | 10,000 | 10,000 | — | $24.70万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $24.76万 | 0.02% | 4,782 | -17 | -0.4% | -$880 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $24.97万 | 0.02% | 2,423 | 2,423 | — | $24.97万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $25.18万 | 0.02% | 5,174 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $25.20万 | 0.02% | 450 | -4 | -0.9% | -$2,240 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $25.24万 | 0.02% | 27,370 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $25.31万 | 0.02% | 6,236 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $25.40万 | 0.02% | 1,930 | -76 | -3.8% | -$1.00万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $25.46万 | 0.02% | 3,268 | 10 | 0.3% | $779 | 加仓 |
| IONQ | IONQ INC | $25.47万 | 0.02% | 4,782 | 4,782 | — | $25.47万 | 新建仓 |