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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | $262.63万 | 0.20% | 6,413 | -495 | -7.2% | -$20.27万 | 减仓 |
| MRK | MERCK & CO INC | $259.09万 | 0.20% | 20,163 | 1,327 | 7.0% | $17.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $253.58万 | 0.19% | 4,937 | 19 | 0.4% | $9,759 | 加仓 |
| IWY | ISHARES TR | $252.44万 | 0.19% | 8,686 | 1,704 | 24.4% | $49.52万 | 加仓 |
| HD | HOME DEPOT INC | $247.27万 | 0.19% | 7,011 | 803 | 12.9% | $28.32万 | 加仓 |
| EFV | ISHARES TR | $243.33万 | 0.19% | 31,787 | -48,509 | -60.4% | -$371.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $237.87万 | 0.18% | 15,052 | 3,130 | 26.3% | $49.46万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $233.55万 | 0.18% | 5,413 | -2,518 | -31.7% | -$108.64万 | 减仓 |
| ESGU | ISHARES TR | $228.59万 | 0.17% | 13,967 | -811 | -5.5% | -$13.27万 | 减仓 |
| RTX | RTX CORPORATION | $226.69万 | 0.17% | 11,948 | -903 | -7.0% | -$17.13万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $213.96万 | 0.16% | 19,340 | 15,057 | 351.6% | $166.58万 | 加仓 |
| DVY | ISHARES TR | $213.92万 | 0.16% | 13,686 | -753 | -5.2% | -$11.77万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $209.76万 | 0.16% | 47,159 | 45 | 0.1% | $2,002 | 加仓 |
| FLOT | ISHARES TR | $206.46万 | 0.16% | 40,442 | 40,442 | — | $206.46万 | 新建仓 |
| IAU | ISHARES GOLD TR | $199.47万 | 0.15% | 26,416 | 6,019 | 29.5% | $45.45万 | 加仓 |
| GLDM | WORLD GOLD TR | $195.79万 | 0.15% | 24,653 | 1,808 | 7.9% | $14.36万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $193.65万 | 0.15% | 23,431 | 1,008 | 4.5% | $8.33万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $191.92万 | 0.15% | 24,285 | -283 | -1.2% | -$2.24万 | 减仓 |
| EFA | ISHARES TR | $191.87万 | 0.15% | 18,470 | -95 | -0.5% | -$9,869 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $190.66万 | 0.15% | 4,587 | 185 | 4.2% | $7.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $187.83万 | 0.14% | 2,008 | -2 | -0.1% | -$1,871 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $182.37万 | 0.14% | 10,465 | -464 | -4.2% | -$8.09万 | 减仓 |
| EEMV | ISHARES INC | $180.77万 | 0.14% | 24,014 | -260 | -1.1% | -$1.96万 | 减仓 |
| MINT | PIMCO ETF TR | $179.16万 | 0.14% | 17,772 | -2,081 | -10.5% | -$20.98万 | 减仓 |
| CME | CME GROUP INC | $176.37万 | 0.13% | 7,987 | 67 | 0.8% | $1.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $175.47万 | 0.13% | 1,735 | 37 | 2.2% | $3.74万 | 加仓 |
| IVLU | ISHARES TR | $175.18万 | 0.13% | 41,890 | -10,535 | -20.1% | -$44.06万 | 减仓 |
| ETN | EATON CORP PLC | $172.71万 | 0.13% | 4,053 | 29 | 0.7% | $1.24万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $172.00万 | 0.13% | 32,861 | -43,794 | -57.1% | -$229.22万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $165.83万 | 0.13% | 18,456 | -1,426 | -7.2% | -$12.81万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $165.66万 | 0.13% | 9,294 | -181 | -1.9% | -$3.23万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $164.86万 | 0.13% | 29,190 | -1,374 | -4.5% | -$7.76万 | 减仓 |
| T | AT&T INC | $164.11万 | 0.13% | 79,282 | 35,784 | 82.3% | $74.07万 | 加仓 |
| DGRO | ISHARES TR | $163.78万 | 0.13% | 21,610 | -172 | -0.8% | -$1.30万 | 减仓 |
| GE | GE AEROSPACE | $162.46万 | 0.12% | 4,347 | 2,089 | 92.5% | $78.07万 | 加仓 |
| W | WAYFAIR INC | $161.73万 | 0.12% | 17,499 | 121 | 0.7% | $1.12万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $159.69万 | 0.12% | 33,470 | -385 | -1.1% | -$1.84万 | 减仓 |
| BLK | BLACKROCK INC | $157.97万 | 0.12% | 1,643 | 42 | 2.6% | $4.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $154.90万 | 0.12% | 5,110 | 1,759 | 52.5% | $53.32万 | 加仓 |
| KO | COCA COLA CO | $154.35万 | 0.12% | 18,992 | 1,298 | 7.3% | $10.55万 | 加仓 |
| TJX | TJX COS INC NEW | $153.93万 | 0.12% | 10,161 | 407 | 4.2% | $6.17万 | 加仓 |
| SGOV | ISHARES TR | $152.67万 | 0.12% | 15,165 | 4,920 | 48.0% | $49.53万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $145.87万 | 0.11% | 1,911 | 155 | 8.8% | $11.83万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $145.14万 | 0.11% | 28,604 | 28,604 | — | $145.14万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $144.86万 | 0.11% | 24,269 | -2,320 | -8.7% | -$13.85万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $141.50万 | 0.11% | 23,470 | -165 | -0.7% | -$9,948 | 减仓 |
| ARCC | ARES CAPITAL CORP | $141.29万 | 0.11% | 76,250 | 76,250 | — | $141.29万 | 新建仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $140.96万 | 0.11% | 17,548 | -635 | -3.5% | -$5.10万 | 减仓 |
| PFE | PFIZER INC | $139.88万 | 0.11% | 58,088 | 1,689 | 3.0% | $4.07万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $138.33万 | 0.11% | 35,845 | -2,880 | -7.4% | -$11.11万 | 减仓 |
| STT | STATE STR CORP | $137.31万 | 0.11% | 8,096 | 10 | 0.1% | $1,696 | 加仓 |
| ABT | ABBOTT LABORATORIES | $136.64万 | 0.10% | 15,058 | -1,697 | -10.1% | -$15.40万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $136.12万 | 0.10% | 33,119 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $134.89万 | 0.10% | 2,788 | -50 | -1.8% | -$2.42万 | 减仓 |
| NVS | NOVARTIS AG | $134.64万 | 0.10% | 8,591 | -135 | -1.5% | -$2.12万 | 减仓 |
| AMGN | AMGEN INC | $132.72万 | 0.10% | 3,665 | 293 | 8.7% | $10.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $132.68万 | 0.10% | 26,924 | -673 | -2.4% | -$3.32万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $132.28万 | 0.10% | 2,638 | -100 | -3.7% | -$5.01万 | 减仓 |
| LMUB | ISHARES TR | $131.24万 | 0.10% | 25,623 | 3,795 | 17.4% | $19.44万 | 加仓 |
| C | CITIGROUP INC | $129.11万 | 0.10% | 9,225 | -482 | -5.0% | -$6.75万 | 减仓 |
| IBDR | ISHARES TR | $129.01万 | 0.10% | 53,245 | 83 | 0.2% | $2,011 | 加仓 |
| WMT | WALMART INC | $128.73万 | 0.10% | 11,366 | 2,271 | 25.0% | $25.72万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $127.53万 | 0.10% | 23,183 | 928 | 4.2% | $5.10万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $127.33万 | 0.10% | 34,638 | -482 | -1.4% | -$1.77万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $126.90万 | 0.10% | 45,812 | -3,648 | -7.4% | -$10.10万 | 减仓 |
| EFG | ISHARES TR | $126.72万 | 0.10% | 10,185 | -592 | -5.5% | -$7.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $125.87万 | 0.10% | 3,691 | -150 | -3.9% | -$5.12万 | 减仓 |
| IXN | ISHARES TR | $123.66万 | 0.09% | 8,559 | 1,856 | 27.7% | $26.81万 | 加仓 |
| TTE | TOTALENERGIES SE | $123.36万 | 0.09% | 15,862 | -351 | -2.2% | -$2.73万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $122.98万 | 0.09% | 4,128 | 19 | 0.5% | $5,660 | 加仓 |
| LIN | LINDE PLC | $122.94万 | 0.09% | 2,369 | -17 | -0.7% | -$8,822 | 减仓 |
| TXN | TEXAS INSTRS INC | $122.45万 | 0.09% | 4,108 | -115 | -2.7% | -$3.43万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $121.91万 | 0.09% | 15,785 | 584 | 3.8% | $4.51万 | 加仓 |
| IEF | ISHARES TR | $120.69万 | 0.09% | 12,762 | 12,762 | — | $120.69万 | 新建仓 |
| ORCL | ORACLE CORP | $119.38万 | 0.09% | 8,146 | 958 | 13.3% | $14.04万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $118.88万 | 0.09% | 35,711 | 23,485 | 192.1% | $78.18万 | 加仓 |
| FNV | FRANCO NEV CORP | $118.71万 | 0.09% | 5,695 | -203 | -3.4% | -$4.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $114.83万 | 0.09% | 2,254 | -44 | -1.9% | -$2.24万 | 减仓 |
| SNOW | SNOWFLAKE INC | $109.94万 | 0.08% | 4,320 | 623 | 16.9% | $15.86万 | 加仓 |
| TFI | SPDR SERIES TRUST | $109.62万 | 0.08% | 23,935 | 3,312 | 16.1% | $15.17万 | 加仓 |
| WM | WASTE MGMT INC DEL | $109.45万 | 0.08% | 4,911 | -27 | -0.5% | -$6,017 | 减仓 |
| UNP | UNION PAC CORP | $107.63万 | 0.08% | 3,957 | -5 | -0.1% | -$1,360 | 减仓 |
| VV | VANGUARD INDEX FDS | $107.47万 | 0.08% | 3,125 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $107.28万 | 0.08% | 21,056 | 3,326 | 18.8% | $16.95万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $107.14万 | 0.08% | 12,360 | 55 | 0.4% | $4,767 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $107.09万 | 0.08% | 19,407 | -17,018 | -46.7% | -$93.91万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $106.94万 | 0.08% | 17,466 | -1,759 | -9.1% | -$10.77万 | 减仓 |
| BX | BLACKSTONE INC | $106.50万 | 0.08% | 9,050 | 65 | 0.7% | $7,649 | 加仓 |
| HACK | AMPLIFY ETF TR | $106.48万 | 0.08% | 10,148 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $106.01万 | 0.08% | 3,367 | -391 | -10.4% | -$12.31万 | 减仓 |
| IEV | ISHARES TR | $105.93万 | 0.08% | 14,541 | -686 | -4.5% | -$5.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $105.90万 | 0.08% | 19,939 | 583 | 3.0% | $3.10万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $105.32万 | 0.08% | 2,294 | -41 | -1.8% | -$1.88万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $104.68万 | 0.08% | 17,032 | 6,657 | 64.2% | $40.91万 | 加仓 |
| LOW | LOWES COS INC | $104.19万 | 0.08% | 4,725 | -106 | -2.2% | -$2.34万 | 减仓 |
| IBDS | ISHARES TR | $102.56万 | 0.08% | 42,347 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $101.78万 | 0.08% | 13,270 | 656 | 5.2% | $5.03万 | 加仓 |
| CVS | CVS HEALTH CORP | $101.26万 | 0.08% | 9,789 | 361 | 3.8% | $3.73万 | 加仓 |
| BA | BOEING CO | $101.20万 | 0.08% | 4,675 | 1 | 0.0% | $216 | 加仓 |
| ASML | ASML HLDG NV | $100.27万 | 0.08% | 504 | 25 | 5.2% | $4.97万 | 加仓 |