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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
报告期 2026-03-31 · CIK 0001748861
持仓数
489
前50大市值合计
$479.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 23
增持 62
减持 37
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
—
GENERAL ELECTRIC CO
-$2.8M
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$2.7M
25,854
清仓
CVE
CENOVUS ENERGY INC
-$2.6M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$2.1M
38,822
+1036%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.6M
93,612
+318%
减持
MGM
MGM RESORTS INTERNATIONAL
-$1.4M
10,120
-77%
增持
TSLA
TESLA INC
+$1.4M
7,548
+16%
增持
HNDL
STRATEGY SHS
+$1.4M
108,412
+111%
清仓
ABEV
AMBEV SA
-$1.4M
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$1.3M
95,579
+300%
增持
AAPL
APPLE INC
+$1.3M
89,662
+8%
清仓
NEAR
ISHARES U S ETF TR
-$1.1M
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$884.0K
12,491
+48%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$839.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$759.0K
12,387
+448%
建仓
OKTA
OKTA INC
+$722.0K
3,040
清仓
—
APTIV PLC
-$708.0K
0
-100%
减持
MINT
PIMCO ETF TR
-$696.0K
6,645
-51%
增持
—
ASML HOLDING N V
+$623.0K
1,836
+70%
建仓
NFLX
NETFLIX INC
+$619.0K
1,014
增持
PFE
PFIZER INC
+$595.0K
55,749
+21%
减持
SLV
ISHARES SILVER TR
-$575.0K
31,079
-38%
增持
CRM
SALESFORCE COM INC
+$573.0K
7,674
+24%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$558.0K
0
-100%
增持
FLOT
ISHARES TR
+$529.0K
15,752
+194%
清仓
—
GLAXOSMITHKLINE PLC
-$527.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$519.0K
34,797
+1%
增持
ENB
ENBRIDGE INC
+$501.0K
43,786
+41%
清仓
TECK
TECK RESOURCES LTD
-$461.0K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$461.0K
3,017
+170%
增持
AMZN
AMAZON COM INC
+$428.0K
3,317
+9%
减持
MMM
3M CO
-$417.0K
4,000
-29%
增持
DNP
DNP SELECT INCOME FD INC
+$402.0K
276,920
+13%
减持
BIV
VANGUARD BD INDEX FDS
-$399.0K
7,074
-38%
减持
UNH
UNITEDHEALTH GROUP INC
-$372.0K
6,429
-11%
增持
DGRO
ISHARES TR
+$357.0K
13,111
+118%
增持
REGN
REGENERON PHARMACEUTICALS
+$351.0K
2,807
+16%
增持
SNOW
SNOWFLAKE INC
+$346.0K
2,948
+31%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$343.0K
44,855
+21%
增持
BX
BLACKSTONE INC
+$340.0K
11,437
+12%
减持
GDX
VANECK ETF TRUST
-$323.0K
34,239
-13%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$317.0K
15,711
增持
—
SPLUNK INC
+$313.0K
11,421
+23%
建仓
SLQD
ISHARES TR
+$310.0K
5,991
清仓
—
DUPONT DE NEMOURS INC
-$300.0K
0
-100%
增持
FDX
FEDEX CORP
+$298.0K
2,719
+172%
建仓
UPST
UPSTART HLDGS INC
+$293.0K
925
增持
GOOGL
ALPHABET INC
+$293.0K
432
+22%
减持
GILD
GILEAD SCIENCES INC
-$293.0K
4,945
-47%
减持
MTZ
MASTEC INC
-$282.0K
13,460
-1%
清仓
GKOS
GLAUKOS CORP
-$281.0K
0
-100%
清仓
EBAY
EBAY INC.
-$280.0K
0
-100%
减持
IEI
ISHARES TR
-$276.0K
3,892
-35%
建仓
LQD
ISHARES TR
+$274.0K
2,063
增持
LMT
LOCKHEED MARTIN CORP
+$274.0K
3,963
+37%
清仓
CTVA
CORTEVA INC
-$274.0K
0
-100%
建仓
CHGG
CHEGG INC
+$272.0K
3,993
建仓
IWB
ISHARES TR
+$271.0K
1,122
建仓
FCPI
FIDELITY COVINGTON TRUST
+$269.0K
8,803
增持
PYPL
PAYPAL HLDGS INC
+$267.0K
3,057
+69%
增持
TIP
ISHARES TR
+$258.0K
15,087
+16%
清仓
VUG
VANGUARD INDEX FDS
-$254.0K
0
-100%
增持
JEF
JEFFERIES FINL GROUP INC
+$254.0K
86,243
+0%
增持
NEM
NEWMONT CORP
-$253.0K
29,308
+1%
清仓
SIBN
SI-BONE INC
-$252.0K
0
-100%
清仓
—
OAK STR HEALTH INC
-$246.0K
0
-100%
清仓
ESPO
VANECK VECTORS ETF TR
-$246.0K
0
-100%
清仓
LMND
LEMONADE INC
-$242.0K
0
-100%
减持
USMV
ISHARES TR
-$241.0K
15,469
-17%
建仓
BBY
BEST BUY INC
+$241.0K
2,283
减持
CAT
CATERPILLAR INC
-$240.0K
3,112
-19%
清仓
SOCL
GLOBAL X FDS
-$239.0K
0
-100%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$236.0K
4,617
建仓
TLT
ISHARES TR
+$233.0K
1,613
清仓
FLTR
VANECK VECTORS ETF TR
-$233.0K
0
-100%
建仓
SQ
SQUARE INC
+$227.0K
947
增持
USB
US BANCORP DEL
+$226.0K
8,701
+70%
建仓
BCX
BLACKROCK RES & COMMODITIES
+$226.0K
25,352
清仓
FCX
FREEPORT-MCMORAN INC
-$225.0K
0
-100%
增持
ARKG
ARK ETF TR
-$224.0K
12,865
+0%
增持
GOOG
ALPHABET INC
+$222.0K
594
+9%
清仓
UPS
UNITED PARCEL SERVICE INC
-$221.0K
0
-100%
减持
ICSH
ISHARES TR
-$221.0K
14,296
-23%
减持
—
EXXON MOBIL CORP
-$219.0K
50,994
-0%
清仓
OGN
ORGANON & CO
-$218.0K
0
-100%
清仓
AMRC
AMERESCO INC
-$216.0K
0
-100%
清仓
IWD
ISHARES TR
-$214.0K
0
-100%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$213.0K
7,981
建仓
FHLC
FIDELITY COVINGTON TRUST
+$212.0K
3,327
建仓
HYDB
ISHARES TR
+$209.0K
4,049
建仓
MUST
COLUMBIA ETF TR I
+$205.0K
9,137
清仓
DCI
DONALDSON INC
-$203.0K
0
-100%
减持
—
CRISPR THERAPEUTICS AG
-$203.0K
3,971
-1%
清仓
WDAY
WORKDAY INC
-$203.0K
0
-100%
建仓
WCLD
WISDOMTREE TR
+$202.0K
3,504
建仓
NWN
NORTHWEST NAT HLDG CO
+$202.0K
4,393
建仓
HEWJ
ISHARES TR
+$200.0K
4,980
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$199.0K
901
+65%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$193.0K
5,854
-39%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$182.0K
34,893
+24%
增持
SHOP
SHOPIFY INC
+$179.0K
399
+61%
增持
SCHM
SCHWAB STRATEGIC TR
+$176.0K
9,967
+33%
减持
SHY
ISHARES TR
-$170.0K
5,406
-27%
减持
QQQ
INVESCO QQQ TR
-$169.0K
7,242
-7%
增持
JPM
JPMORGAN CHASE & CO
+$169.0K
20,572
+0%
减持
GLD
SPDR GOLD TR
-$166.0K
12,922
-6%
建仓
BGR
BLACKROCK ENERGY & RES TR
+$164.0K
17,300
增持
BSV
VANGUARD BD INDEX FDS
+$164.0K
27,199
+8%
减持
ORCL
ORACLE CORP
-$157.0K
6,925
-29%
增持
ABNB
AIRBNB INC
+$147.0K
2,940
+30%
减持
VTV
VANGUARD INDEX FDS
-$144.0K
3,330
-23%
增持
INTU
INTUIT
+$144.0K
2,060
+4%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$133.0K
1,642
-29%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$132.0K
18,207
-13%
减持
AMD
ADVANCED MICRO DEVICES INC
-$131.0K
6,254
-24%
增持
WMT
WALMART INC
+$131.0K
11,345
+10%
增持
XLF
SELECT SECTOR SPDR TR
+$131.0K
30,308
+10%
增持
—
PIONEER NAT RES CO
+$131.0K
16,951
+2%
增持
FDM
FIRST TR DOW JONES SELECT MI
+$126.0K
8,921
+35%
减持
VPU
VANGUARD WORLD FDS
-$126.0K
3,800
-20%
减持
VBR
VANGUARD INDEX FDS
-$124.0K
10,507
-4%
清仓
LEO
BNY MELLON STRATEGIC MUNS IN
-$121.0K
0
-100%
减持
DOW
DOW INC
-$116.0K
4,909
-22%
减持
XLI
SELECT SECTOR SPDR TR
-$115.0K
14,299
-3%
增持
NEE
NEXTERA ENERGY INC
+$111.0K
11,108
+7%
减持
CCJ
CAMECO CORP
+$109.0K
49,948
-2%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$106.0K
13,776
-14%
增持
HD
HOME DEPOT INC
+$104.0K
7,899
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$103.0K
4,097
+39%
增持
VTIP
VANGUARD MALVERN FDS
+$102.0K
19,155
+11%
增持
PG
PROCTER AND GAMBLE CO
+$101.0K
19,437
+0%
减持
DIAL
COLUMBIA ETF TR I
-$101.0K
13,398
-25%
增持
COST
COSTCO WHSL CORP NEW
+$99.0K
1,485
+4%
增持
COP
CONOCOPHILLIPS
+$99.0K
5,030
+26%
增持
IEF
ISHARES TR
+$98.0K
6,125
+16%
减持
—
ETF MANAGERS TR
-$98.0K
23,954
-5%
减持
GDXJ
VANECK ETF TRUST
-$92.0K
6,313
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$91.0K
5,405
-4%
增持
V
VISA INC
+$91.0K
2,865
+23%
增持
CSCO
CISCO SYS INC
+$88.0K
25,297
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$87.0K
21,711
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$86.0K
10,513
-8%
增持
JNJ
JOHNSON & JOHNSON
+$85.0K
18,317
+5%
增持
DIS
DISNEY WALT CO
+$81.0K
13,308
+8%
增持
MCD
MCDONALDS CORP
+$79.0K
5,795
+2%
减持
GM
GENERAL MTRS CO
-$79.0K
6,120
-10%
增持
—
INVESCO LTD
-$76.0K
29,012
+0%
增持
IVOL
KRANESHARES TR
+$75.0K
47,887
+5%
减持
CSX
CSX CORP
-$75.0K
18,329
-5%
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$74.0K
14,503
+14%
