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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 32
增持 55
减持 30
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$18.7M
86,424
+2108%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$15.7M
114,554
+595%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.4M
88,355
+1332%
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
VHT
VANGUARD WORLD FDS
+$3.7M
14,616
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.7M
35,205
+203%
增持
AMZN
AMAZON COM INC
+$2.7M
4,335
+27%
建仓
XLC
SELECT SECTOR SPDR TR
+$2.5M
36,880
增持
AAPL
APPLE INC
+$2.5M
108,329
+17%
减持
JEF
JEFFERIES FINL GROUP INC
-$2.0M
39,567
-54%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.8M
6,312
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
17,857
+18%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
3,263
-50%
增持
—
EXXON MOBIL CORP
+$1.3M
52,104
+8%
增持
IWB
ISHARES TR
+$1.3M
6,387
+468%
减持
RSPF
INVESCO EXCHANGE TRADED FD T
-$1.2M
8,683
-68%
减持
—
PIONEER NAT RES CO
+$1.1M
17,058
-2%
增持
GIS
GENERAL MLS INC
+$1.1M
25,938
+160%
增持
GDX
VANECK ETF TRUST
+$1.1M
76,032
+33%
增持
GLD
SPDR GOLD TR
+$1.1M
17,942
+42%
增持
AMGN
AMGEN INC
+$1.0M
11,473
+50%
增持
GOOG
ALPHABET INC
+$1.0M
1,066
+59%
减持
INTU
INTUIT
-$1.0M
645
-69%
减持
VTIP
VANGUARD MALVERN FDS
-$978.0K
5,132
-79%
增持
SPY
SPDR S&P 500 ETF TR
+$968.0K
8,168
+43%
减持
VBR
VANGUARD INDEX FDS
-$960.0K
6,138
-46%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$905.0K
37,147
清仓
FHN
FIRST HORIZON CORPORATION
-$902.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$876.0K
93,847
+25%
减持
BIL
SPDR SER TR
-$875.0K
25,501
-27%
增持
AEM
AGNICO EAGLE MINES LTD
+$868.0K
18,432
+275%
建仓
F
FORD MTR CO DEL
+$867.0K
51,294
增持
PG
PROCTER AND GAMBLE CO
+$860.0K
26,071
+37%
建仓
XT
ISHARES TR
+$855.0K
14,481
减持
XLI
SELECT SECTOR SPDR TR
-$805.0K
7,619
-49%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$790.0K
39,301
-1%
增持
KO
COCA COLA CO
+$777.0K
36,042
+46%
增持
T
AT&T INC
+$750.0K
70,984
+88%
建仓
—
SPDR SER TR
+$738.0K
7,889
清仓
FDX
FEDEX CORP
-$734.0K
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$713.0K
8,870
清仓
OKTA
OKTA INC
-$706.0K
0
-100%
清仓
—
KIRKLAND LAKE GOLD LTD
-$700.0K
0
-100%
增持
HD
HOME DEPOT INC
-$698.0K
7,081
+4%
增持
D
DOMINION ENERGY INC
+$689.0K
12,586
+160%
增持
XLV
SELECT SECTOR SPDR TR
+$685.0K
8,202
+163%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$682.0K
38,659
增持
PM
PHILIP MORRIS INTL INC
+$661.0K
12,319
+136%
增持
DUK
DUKE ENERGY CORP NEW
+$653.0K
11,364
+93%
增持
XLU
SELECT SECTOR SPDR TR
+$621.0K
15,528
+108%
增持
MA
MASTERCARD INCORPORATED
+$619.0K
3,742
+87%
减持
CVX
CHEVRON CORP NEW
+$602.0K
14,866
-4%
清仓
AGG
ISHARES TR
-$595.0K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$576.0K
0
-100%
增持
—
BLACKROCK INC
+$569.0K
1,178
+226%
增持
JNJ
JOHNSON & JOHNSON
+$568.0K
20,774
+14%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$567.0K
10,402
+93%
增持
IAU
ISHARES GOLD TR
+$562.0K
68,423
+22%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$559.0K
39,168
+6%
减持
USMV
ISHARES TR
-$548.0K
16,707
-27%
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$531.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$524.0K
36,967
+4%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$524.0K
7,152
-66%
增持
PFE
PFIZER INC
+$516.0K
80,631
+30%
增持
TSLA
TESLA INC
+$507.0K
7,873
+4%
建仓
—
BARRICK GOLD CORP
+$491.0K
20,000
增持
MRK
MERCK & CO INC
+$485.0K
34,771
+13%
建仓
EFA
ISHARES TR
+$484.0K
6,581
增持
NEM
NEWMONT CORP
+$481.0K
27,304
+0%
减持
JPM
JPMORGAN CHASE & CO
-$471.0K
19,922
-1%
增持
ITOT
ISHARES TR
+$469.0K
12,182
+71%
减持
WIW
WESTERN AST INFL LKD OPP & I
-$463.0K
16,200
-67%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$462.0K
0
-100%
增持
ENB
ENBRIDGE INC
+$458.0K
48,258
+7%
清仓
IAG
IAMGOLD CORP
-$457.0K
0
-100%
清仓
RBLX
ROBLOX CORP
-$441.0K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$427.0K
11,042
增持
APD
AIR PRODS & CHEMS INC
+$423.0K
3,375
+145%
减持
CVS
CVS HEALTH CORP
-$416.0K
16,002
-19%
减持
SHY
ISHARES TR
-$410.0K
2,834
-62%
建仓
COMT
ISHARES U S ETF TR
+$410.0K
10,238
减持
VTV
VANGUARD INDEX FDS
-$407.0K
1,932
-59%
增持
BGR
BLACKROCK ENERGY & RES TR
+$404.0K
48,964
+183%
清仓
XLY
SELECT SECTOR SPDR TR
-$401.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$396.0K
593
+37%
减持
ABT
ABBOTT LABS
-$395.0K
16,211
-1%
建仓
SII
SPROTT INC
+$394.0K
7,839
清仓
SPAB
SPDR SER TR
-$388.0K
0
-100%
建仓
DBA
INVESCO DB MULTI-SECTOR COMM
+$388.0K
17,749
建仓
SJT
SAN JUAN BASIN RTY TR
+$371.0K
42,300
减持
—
HOLOGIC INC
-$364.0K
4,174
-53%
清仓
RIET
ETF SER SOLUTIONS
-$356.0K
0
-100%
减持
ARKW
ARK ETF TR
-$350.0K
10,353
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$348.0K
3,617
+3%
减持
SMH
VANECK ETF TRUST
-$348.0K
6,551
-4%
减持
SYY
SYSCO CORP
-$348.0K
5,011
-48%
增持
HNDL
STRATEGY SHS
+$346.0K
220,445
+15%
增持
DE
DEERE & CO
+$341.0K
1,302
+123%
增持
DHR
DANAHER CORPORATION
+$337.0K
1,991
+165%
减持
IEF
ISHARES TR
-$327.0K
4,358
-37%
清仓
VDE
VANGUARD WORLD FDS
-$324.0K
0
-100%
减持
—
MEDTRONIC PLC
-$319.0K
3,868
-46%
建仓
ISRG
INTUITIVE SURGICAL INC
+$317.0K
1,052
建仓
FDVV
FIDELITY COVINGTON TRUST
+$316.0K
7,580
建仓
FE
FIRSTENERGY CORP
+$316.0K
6,881
增持
DGRO
ISHARES TR
+$313.0K
21,078
+44%
清仓
—
JACOBS ENGR GROUP INC
-$310.0K
0
-100%
建仓
AFL
AFLAC INC
+$309.0K
4,794
建仓
UNP
UNION PAC CORP
+$306.0K
1,119
清仓
BNTX
BIONTECH SE
-$303.0K
0
-100%
增持
CRM
SALESFORCE COM INC
-$300.0K
7,610
+1%
建仓
GPN
GLOBAL PMTS INC
+$299.0K
2,188
增持
BIV
VANGUARD BD INDEX FDS
+$293.0K
10,537
+62%
增持
BX
BLACKSTONE INC
+$290.0K
13,890
+22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$286.0K
5,608
-10%
建仓
USFR
WISDOMTREE TR
+$285.0K
5,661
清仓
—
WISDOMTREE TR
-$284.0K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$277.0K
666
清仓
EXI
ISHARES TR
-$277.0K
0
-100%
清仓
IQLT
ISHARES TR
-$275.0K
0
-100%
清仓
ISTB
ISHARES TR
-$275.0K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$273.0K
13,402
+9%
增持
SNOW
SNOWFLAKE INC
-$273.0K
3,340
+9%
建仓
PJP
INVESCO EXCHANGE TRADED FD T
+$272.0K
3,413
减持
PYPL
PAYPAL HLDGS INC
-$269.0K
1,898
-27%
清仓
DIAL
COLUMBIA ETF TR I
-$269.0K
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$267.0K
5,307
清仓
TDTF
FLEXSHARES TR
-$266.0K
0
-100%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$262.0K
5,340
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$262.0K
0
-100%
建仓
—
ASTRAZENECA PLC
+$261.0K
3,940
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$256.0K
11,950
+92%
减持
DNP
DNP SELECT INCOME FD INC
+$256.0K
277,945
-0%
建仓
WCN
WASTE CONNECTIONS INC
+$248.0K
1,774
建仓
TD
TORONTO DOMINION BK ONT
+$245.0K
3,083
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$245.0K
888
增持
NFLX
NETFLIX INC
-$243.0K
1,414
+10%
清仓
DRI
DARDEN RESTAURANTS INC
-$239.0K
0
-100%
清仓
UPWK
UPWORK INC
-$237.0K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$236.0K
42,864
-5%
清仓
CABO
CABLE ONE INC
-$235.0K
0
-100%
增持
SO
SOUTHERN CO
+$234.0K
20,029
+13%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$234.0K
0
-100%
减持
FTEC
FIDELITY COVINGTON TRUST
-$233.0K
9,368
-8%
清仓
BBY
BEST BUY INC
-$232.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$231.0K
0
-100%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$231.0K
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD T
-$231.0K
0
-100%
清仓
ITB
ISHARES TR
-$230.0K
0
-100%
建仓
DOW
DOW INC
+$230.0K
3,614
清仓
ARKK
ARK ETF TR
-$228.0K
0
-100%