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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 48
增持 57
减持 19
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$6.0M
39,501
增持
AAPL
APPLE INC
+$3.8M
92,726
+3%
增持
HNDL
STRATEGY SHS
+$2.3M
191,244
+76%
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。
建仓
IGEB
ISHARES TR
+$2.2M
41,115
增持
MSFT
MICROSOFT CORP
+$2.1M
35,446
+2%
清仓
—
SPLUNK INC
-$1.7M
0
-100%
建仓
FDHY
FIDELITY COVINGTON TRUST
+$1.3M
23,816
增持
PFE
PFIZER INC
+$1.3M
61,941
+11%
减持
T
AT&T INC
-$1.2M
37,684
-51%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
12,401
+0%
减持
DIS
DISNEY WALT CO
-$982.0K
8,190
-38%
清仓
ARKG
ARK ETF TR
-$961.0K
0
-100%
增持
GDX
VANECK ETF TRUST
+$824.0K
57,238
+67%
增持
UNH
UNITEDHEALTH GROUP INC
+$752.0K
6,499
+1%
建仓
NEOG
NEOGEN CORP
+$747.0K
16,448
增持
USMV
ISHARES TR
+$707.0K
22,789
+47%
清仓
—
INVESCO LTD
-$699.0K
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$675.0K
136,752
+43%
增持
IVV
ISHARES TR
+$656.0K
6,959
+13%
增持
EMR
EMERSON ELEC CO
+$651.0K
13,508
+110%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$641.0K
46,762
+20%
增持
RSPF
INVESCO EXCHANGE TRADED FD T
+$618.0K
26,956
+48%
增持
SMH
VANECK ETF TRUST
+$603.0K
6,851
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$528.0K
15,151
+3%
减持
—
MEDTRONIC PLC
-$525.0K
7,227
-29%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$518.0K
32,109
增持
AMZN
AMAZON COM INC
+$517.0K
3,423
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$485.0K
16,473
+8%
减持
ABBV
ABBVIE INC
+$418.0K
16,989
-3%
增持
LLY
LILLY ELI & CO
+$411.0K
6,038
+11%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$410.0K
1,869
减持
PG
PROCTER AND GAMBLE CO
+$407.0K
19,095
-2%
增持
CVS
CVS HEALTH CORP
+$404.0K
19,734
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$401.0K
5,729
+6%
建仓
IJS
ISHARES TR
+$399.0K
3,816
清仓
DOCU
DOCUSIGN INC
-$387.0K
0
-100%
清仓
ICLN
ISHARES TR
-$386.0K
0
-100%
增持
RSPG
INVESCO EXCHANGE TRADED FD T
+$384.0K
21,055
+53%
增持
XLF
SELECT SECTOR SPDR TR
+$382.0K
38,889
+28%
增持
QCOM
QUALCOMM INC
+$381.0K
5,379
+15%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$372.0K
110,492
+18%
建仓
RIET
ETF SER SOLUTIONS
+$356.0K
22,878
增持
GOOG
ALPHABET INC
+$352.0K
669
+13%
建仓
CME
CME GROUP INC
+$347.0K
1,517
增持
AEP
AMERICAN ELEC PWR CO INC
+$343.0K
9,691
+52%
减持
ABT
ABBOTT LABS
+$338.0K
16,441
-2%
增持
—
PIONEER NAT RES CO
+$337.0K
17,376
+3%
清仓
DG
DOLLAR GEN CORP NEW
-$328.0K
0
-100%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$326.0K
1,816
-28%
建仓
VDE
VANGUARD WORLD FDS
+$324.0K
4,175
清仓
EEMA
ISHARES INC
-$319.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$317.0K
0
-100%
清仓
FUMB
FIRST TR EXCH TRADED FD III
-$317.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$314.0K
1,435
+115%
建仓
PLD
PROLOGIS INC.
+$312.0K
1,854
减持
PYPL
PAYPAL HLDGS INC
-$306.0K
2,595
-15%
增持
QQQ
INVESCO QQQ TR
+$303.0K
7,277
+0%
清仓
RINF
PROSHARES TR
-$296.0K
0
-100%
增持
GBIL
GOLDMAN SACHS ETF TR
+$293.0K
7,906
+59%
增持
AMGN
AMGEN INC
+$292.0K
7,670
+14%
建仓
—
WISDOMTREE TR
+$284.0K
11,324
清仓
DOW
DOW INC
-$283.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$283.0K
15,498
+2%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$282.0K
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$278.0K
0
-100%
建仓
EXI
ISHARES TR
+$277.0K
2,240
建仓
DFAS
DIMENSIONAL ETF TRUST
+$276.0K
4,596
清仓
CHGG
CHEGG INC
-$272.0K
0
-100%
增持
IRM
IRON MTN INC NEW
+$269.0K
14,823
+27%
增持
NEE
NEXTERA ENERGY INC
+$265.0K
12,175
+10%
建仓
AMAT
APPLIED MATLS INC
+$263.0K
1,670
增持
VBR
VANGUARD INDEX FDS
+$262.0K
11,408
+9%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$262.0K
5,209
增持
BIL
SPDR SER TR
+$258.0K
35,073
+9%
减持
AMD
ADVANCED MICRO DEVICES INC
+$255.0K
6,250
-0%
建仓
FCX
FREEPORT-MCMORAN INC
+$253.0K
6,061
建仓
KRE
SPDR SER TR
+$253.0K
3,567
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$251.0K
4,210
+7%
增持
—
SCORPIO TANKERS INC
-$250.0K
121,291
+25%
清仓
DRIV
GLOBAL X FDS
-$249.0K
0
-100%
建仓
ATO
ATMOS ENERGY CORP
+$249.0K
2,379
清仓
WY
WEYERHAEUSER CO MTN BE
-$246.0K
0
-100%
增持
IAU
ISHARES GOLD TR
+$243.0K
56,245
+10%
增持
VTV
VANGUARD INDEX FDS
+$242.0K
4,714
+42%
清仓
GDXJ
VANECK ETF TRUST
-$242.0K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$240.0K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$240.0K
6,947
-28%
建仓
XLP
SELECT SECTOR SPDR TR
+$239.0K
3,106
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$236.0K
36,910
+6%
减持
ARKW
ARK ETF TR
-$236.0K
10,565
-1%
建仓
CABO
CABLE ONE INC
+$235.0K
133
增持
VTIP
VANGUARD MALVERN FDS
+$234.0K
24,144
+26%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$234.0K
5,428
增持
GE
GENERAL ELECTRIC CO
+$232.0K
30,660
+19%
建仓
ZTS
ZOETIS INC
+$231.0K
945
建仓
ITB
ISHARES TR
+$230.0K
2,778
减持
XLK
SELECT SECTOR SPDR TR
+$228.0K
12,316
-4%
建仓
CLX
CLOROX CO DEL
+$228.0K
1,310
建仓
SPYG
SPDR SER TR
+$227.0K
3,139
清仓
SQ
SQUARE INC
-$227.0K
0
-100%
建仓
AMRC
AMERESCO INC
+$226.0K
2,775
减持
HD
HOME DEPOT INC
+$225.0K
6,790
-14%
建仓
AA
ALCOA CORP
+$225.0K
3,772
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$223.0K
11,624
+4%
建仓
WDAY
WORKDAY INC
+$223.0K
818
清仓
GVIP
GOLDMAN SACHS ETF TR
-$223.0K
0
-100%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$223.0K
1,472
建仓
TEQI
T ROWE PRICE ETF INC
+$222.0K
6,146
建仓
DOV
DOVER CORP
+$222.0K
1,220
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$220.0K
1,600
建仓
DFUS
DIMENSIONAL ETF TRUST
+$219.0K
4,241
建仓
GBX
GREENBRIER COS INC
+$216.0K
4,700
建仓
IWD
ISHARES TR
+$216.0K
1,289
建仓
WHR
WHIRLPOOL CORP
+$216.0K
919
建仓
XLB
SELECT SECTOR SPDR TR
+$216.0K
2,379
增持
INTU
INTUIT
+$216.0K
2,064
+0%
建仓
JAAA
JANUS DETROIT STR TR
+$215.0K
4,260
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$214.0K
2,688
+55%
建仓
AXP
AMERICAN EXPRESS CO
+$213.0K
1,303
清仓
FLMI
FRANKLIN TEMPLETON ETF TR
-$213.0K
0
-100%
建仓
—
EQUITY COMWLTH
+$211.0K
200
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$211.0K
1,115
建仓
CFR
CULLEN FROST BANKERS INC
+$211.0K
4,700
减持
CSCO
CISCO SYS INC
+$210.0K
25,044
-1%
清仓
HYDB
ISHARES TR
-$209.0K
0
-100%
建仓
HAS
HASBRO INC
+$209.0K
2,050
清仓
PTON
PELOTON INTERACTIVE INC
-$208.0K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$207.0K
2,361
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$207.0K
45,109
+1%
建仓
UPS
UNITED PARCEL SERVICE INC
+$205.0K
954
清仓
MUST
COLUMBIA ETF TR I
-$205.0K
0
-100%
清仓
WCLD
WISDOMTREE TR
-$202.0K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$202.0K
3,444
增持
HON
HONEYWELL INTL INC
+$202.0K
9,838
+13%
清仓
HEWJ
ISHARES TR
-$200.0K
0
-100%
建仓
DE
DEERE & CO
+$200.0K
584
减持
CRWD
CROWDSTRIKE HLDGS INC
-$195.0K
2,672
-11%
减持
SPAB
SPDR SER TR
-$193.0K
13,113
-33%
增持
XLI
SELECT SECTOR SPDR TR
+$191.0K
15,023
+5%
增持
IVE
ISHARES TR
+$190.0K
8,529
+8%
减持
MINT
PIMCO ETF TR
-$186.0K
4,836
-27%
增持
TJX
TJX COS INC NEW
+$181.0K
6,008
+44%
增持
SHY
ISHARES TR
+$180.0K
7,550
+40%
减持
JPM
JPMORGAN CHASE & CO
-$180.0K
20,125
-2%
增持
SO
SOUTHERN CO
+$179.0K
17,760
+6%
增持
TIP
ISHARES TR
+$178.0K
16,285
+8%
增持
KO
COCA COLA CO
+$175.0K
24,616
+1%
增持
RBLX
ROBLOX CORP
+$172.0K
4,271
+20%
减持
CRM
SALESFORCE COM INC
-$165.0K
7,540
-2%
增持
CSX
CSX CORP
+$165.0K
18,889
+3%