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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | $23.71万 | 0.02% | 2,735 | -4,147 | -60.3% | -$35.95万 | 减仓 |
| AZN | ASTRAZENECA PLC | $23.67万 | 0.02% | 1,222 | 1,222 | — | $23.67万 | 新建仓 |
| IRM | IRON MTN INC DEL | $23.65万 | 0.02% | 2,315 | 28 | 1.2% | $2,860 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $23.58万 | 0.02% | 831 | 831 | — | $23.58万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $23.57万 | 0.02% | 8,857 | 8,857 | — | $23.57万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $23.48万 | 0.02% | 805 | 9 | 1.1% | $2,625 | 加仓 |
| UL | UNILEVER PLC | $23.11万 | 0.02% | 4,056 | -35 | -0.9% | -$1,994 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $23.08万 | 0.02% | 7,567 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $22.91万 | 0.02% | 2,777 | 2,777 | — | $22.91万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $22.85万 | 0.02% | 9,944 | 9,944 | — | $22.85万 | 新建仓 |
| APH | AMPHENOL CORP | $22.84万 | 0.02% | 1,808 | 1,808 | — | $22.84万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $22.82万 | 0.02% | 665 | 49 | 8.0% | $1.68万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.63万 | 0.02% | 491 | 27 | 5.8% | $1.24万 | 加仓 |
| SLB | SLB LIMITED | $22.60万 | 0.02% | 4,397 | 4,397 | — | $22.60万 | 新建仓 |
| GRMN | GARMIN LTD | $22.53万 | 0.02% | 971 | 971 | — | $22.53万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $22.51万 | 0.02% | 4,799 | 468 | 10.8% | $2.20万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $22.50万 | 0.02% | 1,092 | 101 | 10.2% | $2.08万 | 加仓 |
| VFH | VANGUARD WORLD FD | $22.46万 | 0.02% | 1,859 | -562 | -23.2% | -$6.79万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $22.42万 | 0.02% | 6,236 | 6,236 | — | $22.42万 | 新建仓 |
| IBDT | ISHARES TR | $22.23万 | 0.02% | 8,776 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $22.10万 | 0.02% | 4,033 | -1,046 | -20.6% | -$5.73万 | 减仓 |
| URI | UNITED RENTALS INC | $22.08万 | 0.02% | 303 | -50 | -14.2% | -$3.64万 | 减仓 |
| USB | US BANCORP | $22.07万 | 0.02% | 4,244 | 153 | 3.7% | $7,958 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $21.58万 | 0.02% | 7,947 | 7,947 | — | $21.58万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $21.56万 | 0.02% | 8,705 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $21.04万 | 0.02% | 2,660 | 2,660 | — | $21.04万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $20.82万 | 0.02% | 8,283 | 8,283 | — | $20.82万 | 新建仓 |
| GSK | GSK PLC | $20.75万 | 0.02% | 3,760 | 3,760 | — | $20.75万 | 新建仓 |
| MPC | MARATHON PETE CORP | $20.68万 | 0.02% | 847 | 847 | — | $20.68万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.60万 | 0.02% | 2,232 | -544 | -19.6% | -$5.02万 | 重新持有 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $20.48万 | 0.02% | 3,340 | 3,340 | — | $20.48万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $20.26万 | 0.02% | 456 | 456 | — | $20.26万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $18.11万 | 0.02% | 16,058 | 2,190 | 15.8% | $2.47万 | 加仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $16.45万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $10.91万 | 0.01% | 13,834 | 1,361 | 10.9% | $1.07万 | 加仓 |
| — | ELICIO THERAPEUTICS INC | $10.69万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.55万 | 0.01% | 13,285 | 13,285 | — | $10.55万 | 新建仓 |
| TE | T1 ENERGY INC | $9.41万 | 0.01% | 21,425 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $7.83万 | 0.01% | 10,212 | 10,212 | — | $7.83万 | 新建仓 |
| — | CYBIN INC | $4.94万 | 0.01% | 10,290 | 0 | 0.0% | — | 重新持有 |
| — | GENPREX INC | $3.62万 | 0.00% | 20,000 | 20,000 | — | $3.62万 | 新建仓 |
| WIT | WIPRO LTD | $3.59万 | 0.00% | 16,945 | 1,102 | 7.0% | $2,336 | 加仓 |
| — | INOVIO PHARMACEUTICALS INC | $2.19万 | 0.00% | 12,559 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $1.79万 | 0.00% | 28,480 | 0 | 0.0% | — | 不变 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -4,216 | -100.0% | -$55.15万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,916 | -100.0% | -$49.27万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -4,652 | -100.0% | -$37.08万 | 清仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -11,212 | -100.0% | -$28.70万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,954 | -100.0% | -$26.93万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -8,799 | -100.0% | -$26.22万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -697 | -100.0% | -$24.62万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,024 | -100.0% | -$22.85万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,016 | -100.0% | -$21.81万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -4,176 | -100.0% | -$21.07万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,122 | -100.0% | -$20.62万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,156 | -100.0% | -$20.56万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBT | BEACON FINANCIAL CORP. | $0 | 0.00% | 0 | -7,720 | -100.0% | -$20.36万 | 清仓 |
| BTZ | BLACKROCK CR ALLOCATION INCO | $0 | 0.00% | 0 | -13,500 | -100.0% | -$14.62万 | 清仓 |