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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $39.68万 | 0.04% | 738 | -661 | -47.2% | -$35.54万 | 减仓 |
| F | FORD MTR CO | $39.26万 | 0.04% | 34,022 | 295 | 0.9% | $3,404 | 加仓 |
| — | SPOTIFY TECHNOLOGY S A 看跌期权 | $38.79万 | 0.04% | 800 | 800 | — | $38.79万 | 新建仓 |
| TQQQ | PROSHARES TR | $38.30万 | 0.04% | 9,190 | 1,208 | 15.1% | $5.04万 | 加仓 |
| IJJ | ISHARES TR | $37.97万 | 0.04% | 2,866 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $37.49万 | 0.04% | 3,397 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $37.48万 | 0.04% | 13,053 | 1,168 | 9.8% | $3.35万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $37.36万 | 0.04% | 3,043 | 53 | 1.8% | $6,507 | 加仓 |
| SMMD | ISHARES TR | $37.00万 | 0.04% | 4,846 | 12 | 0.2% | $916 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $36.71万 | 0.04% | 32,689 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $36.71万 | 0.04% | 748 | 10 | 1.4% | $4,907 | 加仓 |
| SPYV | SPDR SERIES TRUST | $36.69万 | 0.04% | 6,485 | 1,708 | 35.8% | $9.66万 | 加仓 |
| SUSL | ISHARES TR | $36.60万 | 0.04% | 3,222 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $36.56万 | 0.04% | 9,409 | 9,409 | — | $36.56万 | 新建仓 |
| KEY | KEYCORP | $36.07万 | 0.04% | 17,989 | 108 | 0.6% | $2,165 | 加仓 |
| DTD | WISDOMTREE TR | $35.45万 | 0.04% | 4,105 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.44万 | 0.04% | 2,706 | 104 | 4.0% | $1.36万 | 加仓 |
| ICSH | ISHARES TR | $34.81万 | 0.04% | 6,876 | 2,668 | 63.4% | $13.51万 | 加仓 |
| AMRZ | AMRIZE LTD | $34.72万 | 0.04% | 6,198 | 97 | 1.6% | $5,434 | 加仓 |
| IBHG | ISHARES TR | $34.66万 | 0.04% | 15,662 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $34.62万 | 0.04% | 1,424 | 384 | 36.9% | $9.34万 | 加仓 |
| GM | GENERAL MTRS CO | $34.60万 | 0.04% | 4,644 | 74 | 1.6% | $5,513 | 加仓 |
| IJK | ISHARES TR | $34.26万 | 0.03% | 3,405 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $33.90万 | 0.03% | 4,007 | -52 | -1.3% | -$4,399 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $33.53万 | 0.03% | 7,492 | 142 | 1.9% | $6,356 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $33.38万 | 0.03% | 7,313 | 1,214 | 19.9% | $5.54万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $33.36万 | 0.03% | 7,085 | 7,085 | — | $33.36万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $33.07万 | 0.03% | 17,135 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $32.99万 | 0.03% | 1,740 | -177 | -9.2% | -$3.36万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $32.87万 | 0.03% | 3,522 | 1,197 | 51.5% | $11.17万 | 重新持有 |
| IWP | ISHARES TR | $32.85万 | 0.03% | 2,564 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $32.54万 | 0.03% | 258 | 1 | 0.4% | $1,261 | 加仓 |
| CINF | CINCINNATI FINL CORP | $32.47万 | 0.03% | 2,064 | 142 | 7.4% | $2.23万 | 加仓 |
| RIO | RIO TINTO PLC | $32.46万 | 0.03% | 3,480 | 196 | 6.0% | $1.83万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $32.44万 | 0.03% | 1,116 | 21 | 1.9% | $6,105 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $32.24万 | 0.03% | 3,359 | -226 | -6.3% | -$2.17万 | 减仓 |
| IBHF | ISHARES TR | $32.11万 | 0.03% | 13,993 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $32.03万 | 0.03% | 570 | 35 | 6.5% | $1.97万 | 加仓 |
| ROST | ROSS STORES INC | $31.84万 | 0.03% | 1,470 | 121 | 9.0% | $2.62万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $31.69万 | 0.03% | 9,450 | 515 | 5.8% | $1.73万 | 加仓 |
| INTU | INTUIT | $31.39万 | 0.03% | 726 | 32 | 4.6% | $1.38万 | 加仓 |
| PL | PLANET LABS PBC | $31.02万 | 0.03% | 11,100 | 11,100 | — | $31.02万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $30.68万 | 0.03% | 6,214 | 2 | 0.0% | $99 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.45万 | 0.03% | 6,676 | 6,676 | — | $30.45万 | 新建仓 |
| SO | SOUTHERN CO | $30.44万 | 0.03% | 3,154 | 543 | 20.8% | $5.24万 | 加仓 |
| SJM | SMUCKER J M CO | $30.20万 | 0.03% | 3,131 | -621 | -16.6% | -$5.99万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $30.19万 | 0.03% | 1,467 | -276 | -15.8% | -$5.68万 | 减仓 |
| IJT | ISHARES TR | $30.13万 | 0.03% | 2,082 | -25 | -1.2% | -$3,618 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $30.05万 | 0.03% | 18,188 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $29.95万 | 0.03% | 1,212 | 1,212 | — | $29.95万 | 新建仓 |
| O | REALTY INCOME CORP | $29.79万 | 0.03% | 4,869 | 146 | 3.1% | $8,932 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $29.58万 | 0.03% | 11,963 | 1,056 | 9.7% | $2.61万 | 加仓 |
| EMR | EMERSON ELEC CO | $29.23万 | 0.03% | 2,231 | 185 | 9.0% | $2.42万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.16万 | 0.03% | 1,681 | -215 | -11.3% | -$3.73万 | 减仓 |
| NKE | NIKE INC | $28.94万 | 0.03% | 5,479 | 491 | 9.8% | $2.59万 | 加仓 |
| NET | CLOUDFLARE INC | $28.81万 | 0.03% | 1,396 | -13 | -0.9% | -$2,682 | 减仓 |
| ILCV | ISHARES TR | $28.65万 | 0.03% | 3,076 | -98 | -3.1% | -$9,128 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.61万 | 0.03% | 2,183 | 249 | 12.9% | $3.26万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $28.54万 | 0.03% | 546 | 15 | 2.8% | $7,841 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $28.38万 | 0.03% | 14,508 | 10 | 0.1% | $196 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.29万 | 0.03% | 1,087 | 22 | 2.1% | $5,726 | 加仓 |
| SHEL | SHELL PLC | $28.00万 | 0.03% | 3,011 | 144 | 5.0% | $1.34万 | 加仓 |
| QCOM | QUALCOMM INC | $27.87万 | 0.03% | 2,164 | 99 | 4.8% | $1.28万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.84万 | 0.03% | 2,219 | 62 | 2.9% | $7,779 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $27.61万 | 0.03% | 1,102 | 1,102 | — | $27.61万 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $27.50万 | 0.03% | 17,595 | 2,803 | 18.9% | $4.38万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $27.50万 | 0.03% | 1,287 | 65 | 5.3% | $1.39万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $27.46万 | 0.03% | 1,698 | -5 | -0.3% | -$809 | 减仓 |
| DOV | DOVER CORP | $27.46万 | 0.03% | 1,317 | 4 | 0.3% | $834 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $27.31万 | 0.03% | 2,006 | -120 | -5.6% | -$1.63万 | 减仓 |
| IDV | ISHARES TR | $27.23万 | 0.03% | 6,398 | 2 | 0.0% | $85 | 加仓 |
| UPRO | PROSHARES TR | $26.97万 | 0.03% | 2,781 | -43 | -1.5% | -$4,171 | 减仓 |
| IGRO | ISHARES TR | $26.96万 | 0.03% | 3,218 | -368 | -10.3% | -$3.08万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $26.94万 | 0.03% | 1,364 | 48 | 3.6% | $9,480 | 加仓 |
| KKR | KKR & CO INC | $26.89万 | 0.03% | 2,907 | 113 | 4.0% | $1.05万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $26.70万 | 0.03% | 1,230 | -15 | -1.2% | -$3,256 | 减仓 |
| BP | BP PLC | $26.40万 | 0.03% | 5,618 | -174 | -3.0% | -$8,178 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $26.28万 | 0.03% | 5,174 | 5,174 | — | $26.28万 | 新建仓 |
| SBUX | STARBUCKS CORP | $26.18万 | 0.03% | 2,922 | -176 | -5.7% | -$1.58万 | 重新持有 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $25.99万 | 0.03% | 16,594 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $25.98万 | 0.03% | 2,766 | -8,984 | -76.5% | -$84.39万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $25.84万 | 0.03% | 3,393 | 3,393 | — | $25.84万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.74万 | 0.03% | 2,910 | -519 | -15.1% | -$4.59万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $25.63万 | 0.03% | 5,041 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $25.61万 | 0.03% | 603 | 67 | 12.5% | $2.85万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $25.54万 | 0.03% | 3,258 | 705 | 27.6% | $5.53万 | 加仓 |
| TOST | TOAST INC | $25.44万 | 0.03% | 9,597 | 147 | 1.6% | $3,897 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $25.33万 | 0.03% | 8,712 | 1,444 | 19.9% | $4.20万 | 重新持有 |
| SHY | ISHARES TR | $25.32万 | 0.03% | 3,066 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $25.15万 | 0.03% | 2,372 | 2,372 | — | $25.15万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $25.14万 | 0.03% | 5,941 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $25.08万 | 0.03% | 2,124 | 2,124 | — | $25.08万 | 新建仓 |
| TGT | TARGET CORP | $24.83万 | 0.03% | 2,049 | 2,049 | — | $24.83万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.72万 | 0.03% | 5,053 | 5,053 | — | $24.72万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.69万 | 0.03% | 1,570 | -1,965 | -55.6% | -$30.91万 | 重新持有 |
| NUV | NUVEEN MUN VALUE FD INC | $24.61万 | 0.03% | 27,370 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $24.47万 | 0.02% | 454 | 45 | 11.0% | $2.43万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $24.36万 | 0.02% | 6,499 | 6,499 | — | $24.36万 | 新建仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $23.84万 | 0.02% | 18,700 | 18,700 | — | $23.84万 | 新建仓 |
| EMGF | ISHARES INC | $23.82万 | 0.02% | 3,941 | -4,965 | -55.7% | -$30.00万 | 减仓 |