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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $194.75万 | 0.20% | 24,568 | 21 | 0.1% | $1,665 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $188.99万 | 0.19% | 5,592 | 1,400 | 33.4% | $47.32万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $188.04万 | 0.19% | 10,929 | -138 | -1.2% | -$2.37万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $185.55万 | 0.19% | 22,423 | 16 | 0.1% | $1,324 | 加仓 |
| PEP | PEPSICO INC | $184.06万 | 0.19% | 11,853 | 929 | 8.5% | $14.43万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $181.01万 | 0.18% | 47,114 | 4,228 | 9.9% | $16.24万 | 加仓 |
| EFA | ISHARES TR | $180.32万 | 0.18% | 18,565 | -797 | -4.1% | -$7.74万 | 减仓 |
| IAU | ISHARES GOLD TR | $179.82万 | 0.18% | 20,397 | -2,702 | -11.7% | -$23.82万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $176.57万 | 0.18% | 11,922 | 4,327 | 57.0% | $64.08万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $174.46万 | 0.18% | 38,725 | 620 | 1.6% | $2.79万 | 加仓 |
| IWY | ISHARES TR | $173.74万 | 0.18% | 6,982 | 112 | 1.6% | $2.79万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $173.24万 | 0.18% | 30,564 | 209 | 0.7% | $1.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $172.03万 | 0.17% | 16,755 | -2,940 | -14.9% | -$30.19万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $159.57万 | 0.16% | 379 | -113 | -23.0% | -$47.58万 | 减仓 |
| PFE | PFIZER INC | $158.37万 | 0.16% | 56,399 | -2,421 | -4.1% | -$6.80万 | 减仓 |
| EEMV | ISHARES INC | $157.13万 | 0.16% | 24,274 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $155.77万 | 0.16% | 9,754 | -120 | -1.2% | -$1.92万 | 减仓 |
| GLW | CORNING INC | $155.38万 | 0.16% | 11,427 | -6,416 | -36.0% | -$87.24万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $154.11万 | 0.16% | 33,855 | 33,855 | — | $154.11万 | 新建仓 |
| BLK | BLACKROCK INC | $154.00万 | 0.16% | 1,601 | 12 | 0.8% | $1.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $152.88万 | 0.16% | 6,307 | -807 | -11.3% | -$19.56万 | 减仓 |
| DGRO | ISHARES TR | $152.86万 | 0.16% | 21,782 | -92 | -0.4% | -$6,456 | 减仓 |
| TTE | TOTALENERGIES SE | $151.13万 | 0.15% | 16,213 | 16,213 | — | $151.13万 | 新建仓 |
| FNV | FRANCO NEV CORP | $145.71万 | 0.15% | 5,898 | -116 | -1.9% | -$2.87万 | 减仓 |
| MCD | MCDONALDS CORP | $145.04万 | 0.15% | 4,667 | -245 | -5.0% | -$7.61万 | 减仓 |
| ETN | EATON CORP PLC | $143.94万 | 0.15% | 4,024 | 293 | 7.9% | $10.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $143.71万 | 0.15% | 26,589 | 2,266 | 9.3% | $12.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $143.65万 | 0.15% | 1,698 | -30 | -1.7% | -$2.54万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $138.88万 | 0.14% | 2,298 | -9 | -0.4% | -$5,439 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $134.58万 | 0.14% | 2,738 | -85 | -3.0% | -$4.18万 | 减仓 |
| KO | COCA COLA CO | $134.57万 | 0.14% | 17,694 | -4,698 | -21.0% | -$35.73万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $134.10万 | 0.14% | 26,714 | 791 | 3.1% | $3.97万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $133.35万 | 0.14% | 14,357 | 385 | 2.8% | $3.58万 | 加仓 |
| NVS | NOVARTIS AG | $133.30万 | 0.14% | 8,726 | -1,644 | -15.9% | -$25.11万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $132.89万 | 0.14% | 35,120 | 530 | 1.5% | $2.01万 | 加仓 |
| W | WAYFAIR INC | $130.70万 | 0.13% | 17,378 | -145,291 | -89.3% | -$1,092.73万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $130.57万 | 0.13% | 18,183 | 18,183 | — | $130.57万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $130.56万 | 0.13% | 23,635 | 19,597 | 485.3% | $108.25万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $130.17万 | 0.13% | 7,931 | -501 | -5.9% | -$8.22万 | 减仓 |
| IBDR | ISHARES TR | $128.86万 | 0.13% | 53,162 | 56 | 0.1% | $1,357 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $127.77万 | 0.13% | 3,782 | -79 | -2.0% | -$2.67万 | 减仓 |
| T | AT&T INC | $126.10万 | 0.13% | 43,498 | 2,622 | 6.4% | $7.60万 | 加仓 |
| HUBS | HUBSPOT INC | $124.69万 | 0.13% | 5,108 | 134 | 2.7% | $3.27万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $124.62万 | 0.13% | 19,882 | -135 | -0.7% | -$8,462 | 减仓 |
| SYK | STRYKER CORPORATION | $123.49万 | 0.13% | 3,758 | 433 | 13.0% | $14.23万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $122.41万 | 0.12% | 49,460 | 10,932 | 28.4% | $27.06万 | 加仓 |
| EFG | ISHARES TR | $120.02万 | 0.12% | 10,777 | 48 | 0.4% | $5,346 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $119.11万 | 0.12% | 4,402 | -374 | -7.8% | -$10.12万 | 减仓 |
| AMGN | AMGEN INC | $118.64万 | 0.12% | 3,372 | -36 | -1.1% | -$1.27万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $118.58万 | 0.12% | 19,356 | -122 | -0.6% | -$7,474 | 减仓 |
| LIN | LINDE PLC | $118.29万 | 0.12% | 2,386 | 58 | 2.5% | $2.88万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $117.87万 | 0.12% | 33,119 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $117.63万 | 0.12% | 15,201 | 15,201 | — | $117.63万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $117.40万 | 0.12% | 27,597 | 5,702 | 26.0% | $24.26万 | 加仓 |
| LOW | LOWES COS INC | $114.15万 | 0.12% | 4,831 | -86 | -1.7% | -$2.03万 | 减仓 |
| WM | WASTE MGMT INC DEL | $113.46万 | 0.12% | 4,938 | -144 | -2.8% | -$3.31万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.23万 | 0.12% | 2,335 | 15 | 0.6% | $7,274 | 加仓 |
| WMT | WALMART INC | $113.04万 | 0.11% | 9,095 | 484 | 5.6% | $6.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.56万 | 0.11% | 5,533 | 57 | 1.0% | $1.16万 | 加仓 |
| C | CITIGROUP INC | $110.09万 | 0.11% | 9,707 | 12 | 0.1% | $1,361 | 加仓 |
| LMUB | ISHARES TR | $108.99万 | 0.11% | 21,828 | 21,828 | — | $108.99万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $107.85万 | 0.11% | 22,255 | 22,255 | — | $107.85万 | 新建仓 |
| ORCL | ORACLE CORP | $105.74万 | 0.11% | 7,188 | 53 | 0.7% | $7,797 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $104.87万 | 0.11% | 19,225 | -138,768 | -87.8% | -$756.97万 | 减仓 |
| IEV | ISHARES TR | $103.45万 | 0.11% | 15,227 | -161 | -1.0% | -$1.09万 | 减仓 |
| BX | BLACKSTONE INC | $103.32万 | 0.11% | 8,985 | 916 | 11.4% | $10.53万 | 加仓 |
| SGOV | ISHARES TR | $103.13万 | 0.10% | 10,245 | 245 | 2.5% | $2.47万 | 加仓 |
| IBDS | ISHARES TR | $102.65万 | 0.10% | 42,347 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $102.34万 | 0.10% | 8,086 | 2,810 | 53.3% | $35.57万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $99.38万 | 0.10% | 33,051 | 4 | 0.0% | $120 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $98.69万 | 0.10% | 7,537 | 160 | 2.2% | $2.09万 | 加仓 |
| QYLD | GLOBAL X FDS | $98.63万 | 0.10% | 57,509 | -10,856 | -15.9% | -$18.62万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $98.02万 | 0.10% | 5,680 | -752 | -11.7% | -$12.98万 | 减仓 |
| NFLX | NETFLIX INC. | $97.67万 | 0.10% | 10,158 | 569 | 5.9% | $5.47万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $97.35万 | 0.10% | 12,614 | -275 | -2.1% | -$2.12万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $96.54万 | 0.10% | 12,305 | -684 | -5.3% | -$5.37万 | 减仓 |
| UNP | UNION PAC CORP | $96.13万 | 0.10% | 3,962 | 464 | 13.3% | $11.26万 | 加仓 |
| SHOP | SHOPIFY INC | $95.40万 | 0.10% | 8,043 | 220 | 2.8% | $2.61万 | 加仓 |
| TFI | SPDR SERIES TRUST | $93.50万 | 0.10% | 20,623 | 35 | 0.2% | $1,587 | 加仓 |
| VV | VANGUARD INDEX FDS | $93.39万 | 0.09% | 3,125 | -20 | -0.6% | -$5,977 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $93.25万 | 0.09% | 3,083 | -43 | -1.4% | -$1.30万 | 减仓 |
| BA | BOEING CO | $93.03万 | 0.09% | 4,674 | 55 | 1.2% | $1.09万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $89.38万 | 0.09% | 18,601 | 12,860 | 224.0% | $61.79万 | 加仓 |
| COR | CENCORA INC | $88.87万 | 0.09% | 2,829 | 238 | 9.2% | $7.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $87.77万 | 0.09% | 3,351 | 1 | 0.0% | $262 | 加仓 |
| TLH | ISHARES TR | $87.55万 | 0.09% | 8,692 | -5,069 | -36.8% | -$51.05万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $85.46万 | 0.09% | 6,132 | 1,810 | 41.9% | $25.23万 | 加仓 |
| IAUM | ISHARES GOLD TR | $85.39万 | 0.09% | 18,285 | 582 | 3.3% | $2.72万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $84.34万 | 0.09% | 9,508 | 1,785 | 23.1% | $15.83万 | 加仓 |
| TER | TERADYNE INC | $84.14万 | 0.09% | 2,838 | -130 | -4.4% | -$3.85万 | 减仓 |
| FDX | FEDEX CORP | $82.70万 | 0.08% | 2,322 | 761 | 48.8% | $27.10万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $82.27万 | 0.08% | 17,730 | 17,730 | — | $82.27万 | 新建仓 |
| WMB | WILLIAMS COS INC | $82.19万 | 0.08% | 11,293 | 869 | 8.3% | $6.32万 | 加仓 |
| TXN | TEXAS INSTRS INC | $81.98万 | 0.08% | 4,223 | -440 | -9.4% | -$8.54万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $81.66万 | 0.08% | 1,763 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $81.30万 | 0.08% | 4,001 | 97 | 2.5% | $1.97万 | 加仓 |
| EEM | ISHARES TR | $80.43万 | 0.08% | 14,163 | -36 | -0.3% | -$2,044 | 减仓 |
| IWD | ISHARES TR | $80.34万 | 0.08% | 3,760 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $78.19万 | 0.08% | 1,751 | 343 | 24.4% | $15.32万 | 加仓 |
| PWR | QUANTA SVCS INC | $76.20万 | 0.08% | 1,388 | 10 | 0.7% | $5,490 | 加仓 |