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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 29
减持 66
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
—
PIONEER NAT RES CO
-$3.5M
2,430
-86%
减持
AAPL
APPLE INC
-$3.0M
91,994
-5%
减持
VTI
VANGUARD INDEX FDS
-$2.4M
82,909
-1%
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
HYLS
FIRST TR EXCHANGE-TRADED FD
+$2.2M
56,978
减持
AMZN
AMAZON COM INC
-$2.1M
95,120
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0M
114,835
+1%
减持
ENB
ENBRIDGE INC
-$1.9M
6,973
-86%
减持
MSFT
MICROSOFT CORP
-$1.9M
37,502
-1%
增持
TSLA
TESLA INC
-$1.3M
37,257
+196%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.3M
39,101
-1%
增持
DGRO
ISHARES TR
+$1.3M
54,227
+143%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
48,108
-28%
清仓
BP
BP PLC
-$1.1M
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.1M
0
-100%
减持
BIL
SPDR SER TR
-$990.0K
8,875
-55%
增持
HNDL
STRATEGY SHS
-$988.0K
381,038
+2%
减持
HD
HOME DEPOT INC
-$866.0K
6,683
-26%
清仓
AEM
AGNICO EAGLE MINES LTD
-$853.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$808.0K
12,640
-2%
增持
NEM
NEWMONT CORP
+$757.0K
47,334
+74%
减持
GLD
SPDR GOLD TR
-$720.0K
13,733
-21%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$690.0K
34,682
-1%
减持
PFE
PFIZER INC
-$681.0K
73,288
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$657.0K
8,798
-5%
减持
GOOG
ALPHABET INC
-$578.0K
22,298
-4%
减持
EMR
EMERSON ELEC CO
-$562.0K
9,131
-33%
减持
D
DOMINION ENERGY INC
-$553.0K
12,935
-27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$525.0K
140,136
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$514.0K
20,858
+3%
减持
JNJ
JOHNSON & JOHNSON
-$512.0K
20,806
-7%
减持
IAU
ISHARES GOLD TR
-$505.0K
42,482
-23%
减持
T
AT&T INC
-$504.0K
61,048
-20%
增持
V
VISA INC
+$503.0K
6,415
+114%
减持
SO
SOUTHERN CO
-$488.0K
13,307
-27%
减持
GDX
VANECK ETF TRUST
-$485.0K
43,135
-26%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$483.0K
9,877
-19%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$476.0K
37,046
-14%
减持
IWB
ISHARES TR
-$468.0K
4,950
-22%
减持
DUK
DUKE ENERGY CORP NEW
-$465.0K
6,964
-31%
建仓
TRP
TC ENERGY CORP
+$465.0K
11,529
增持
DE
DEERE & CO
+$446.0K
2,818
+95%
减持
GOOGL
ALPHABET INC
-$445.0K
18,388
-3%
清仓
PNW
PINNACLE WEST CAP CORP
-$404.0K
0
-100%
增持
—
EXXON MOBIL CORP
-$384.0K
56,255
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$375.0K
39,158
+19%
减持
GE
GENERAL ELECTRIC CO
-$366.0K
29,817
-0%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$359.0K
7,807
减持
PG
PROCTER AND GAMBLE CO
-$357.0K
24,210
-2%
减持
NEE
NEXTERA ENERGY INC
-$342.0K
8,306
-29%
增持
QQQ
INVESCO QQQ TR
-$339.0K
7,377
+1%
减持
VHT
VANGUARD WORLD FDS
-$333.0K
13,365
-2%
减持
CRM
SALESFORCE INC
-$331.0K
7,160
-3%
建仓
DWSH
ADVISORSHARES TR
+$329.0K
29,679
建仓
—
PROSHARES TR
+$325.0K
15,895
建仓
PFFR
ETFIS SER TR I
+$324.0K
18,883
建仓
—
SPIRIT RLTY CAP INC NEW
+$320.0K
8,850
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$317.0K
77,319
-1%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$313.0K
0
-100%
增持
SMH
VANECK ETF TRUST
-$307.0K
5,943
+0%
建仓
MS
MORGAN STANLEY
+$301.0K
3,805
减持
SQ
BLOCK INC
-$301.0K
14,110
-0%
清仓
CEG
CONSTELLATION ENERGY CORP
-$296.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$290.0K
15,840
+1%
增持
XLC
SELECT SECTOR SPDR TR
-$285.0K
35,039
+1%
减持
IEFA
ISHARES TR
-$282.0K
20,876
-6%
减持
IVE
ISHARES TR
-$281.0K
10,484
-6%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$279.0K
1,630
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$279.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$279.0K
10,167
-1%
建仓
AGG
ISHARES TR
+$278.0K
2,890
清仓
CABO
CABLE ONE INC
-$275.0K
0
-100%
清仓
—
COLLABORATIVE INVESTMNT SER
-$268.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$267.0K
10,472
-0%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$262.0K
6,241
+0%
清仓
BA
BOEING CO
-$260.0K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$259.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$259.0K
0
-100%
减持
DVY
ISHARES TR
-$257.0K
17,000
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$252.0K
7,556
-26%
减持
CSX
CSX CORP
-$252.0K
9,953
-38%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$250.0K
0
-100%
减持
TIP
ISHARES TR
-$249.0K
17,312
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$246.0K
7,382
-18%
清仓
UGI
UGI CORP NEW
-$246.0K
0
-100%
减持
INTC
INTEL CORP
-$239.0K
21,981
-1%
清仓
MUB
ISHARES TR
-$239.0K
0
-100%
清仓
BST
BLACKROCK SCIENCE & TECHNOLO
-$236.0K
0
-100%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$235.0K
3,251
减持
MMM
3M CO
-$235.0K
5,501
-6%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$235.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$235.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$234.0K
2,899
-2%
清仓
FTNT
FORTINET INC
-$233.0K
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
+$233.0K
2,227
-0%
减持
TGT
TARGET CORP
-$233.0K
2,435
-33%
清仓
PI
IMPINJ INC
-$230.0K
0
-100%
增持
BX
BLACKSTONE INC
-$229.0K
12,813
+1%
清仓
NOBL
PROSHARES TR
-$226.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$226.0K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$226.0K
1,684
清仓
PLD
PROLOGIS INC.
-$225.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$225.0K
6,602
-1%
减持
CMCSA
COMCAST CORP NEW
-$220.0K
12,146
-21%
增持
—
ASML HOLDING N V
-$220.0K
1,688
+5%
建仓
GDXJ
VANECK ETF TRUST
+$220.0K
7,462
建仓
IJR
ISHARES TR
+$218.0K
2,498
清仓
HALO
HALOZYME THERAPEUTICS INC
-$218.0K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$215.0K
0
-100%
清仓
—
ASTRAZENECA PLC
-$215.0K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$215.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$214.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$213.0K
0
-100%
清仓
IWD
ISHARES TR
-$212.0K
0
-100%
清仓
EFAV
ISHARES TR
-$212.0K
0
-100%
清仓
DIVO
AMPLIFY ETF TR
-$211.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$211.0K
3,648
+3%
减持
ABBV
ABBVIE INC
-$207.0K
13,755
-4%
清仓
ACWV
ISHARES INC
-$206.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$206.0K
2,406
清仓
SLYV
SPDR SER TR
-$205.0K
0
-100%
减持
ORCL
ORACLE CORP
-$203.0K
6,148
-17%
减持
IVOL
KRANESHARES TR
-$203.0K
48,121
-3%
清仓
A
AGILENT TECHNOLOGIES INC
-$203.0K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$201.0K
0
-100%
清仓
BNTX
BIONTECH SE
-$201.0K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$200.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$192.0K
6,804
-0%
减持
XT
ISHARES TR
-$191.0K
12,604
-13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$190.0K
1,182
-6%
减持
SCHM
SCHWAB STRATEGIC TR
-$178.0K
9,711
-12%
增持
MCD
MCDONALDS CORP
-$177.0K
6,172
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$176.0K
8,809
-6%
减持
ITOT
ISHARES TR
-$174.0K
11,705
-3%
增持
AMGN
AMGEN INC
-$173.0K
11,699
+3%
减持
MAR
MARRIOTT INTL INC NEW
-$172.0K
1,640
-35%
建仓
KMI
KINDER MORGAN INC DEL
+$171.0K
10,264
减持
FTEC
FIDELITY COVINGTON TRUST
-$161.0K
7,596
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$161.0K
8,575
-6%
增持
KO
COCA COLA CO
-$160.0K
22,456
+2%
减持
SJT
SAN JUAN BASIN RTY TR
-$157.0K
41,150
-5%
增持
PM
PHILIP MORRIS INTL INC
-$156.0K
11,826
+1%
减持
SOXX
ISHARES TR
-$155.0K
1,412
-5%
增持
CLM
CORNERSTONE STRATEGIC VALUE
+$154.0K
39,043
+113%
增持
TLT
ISHARES TR
+$153.0K
3,917
+85%
减持
DHR
DANAHER CORPORATION
-$153.0K
4,307
-1%
增持
ABT
ABBOTT LABS
-$151.0K
17,210
+3%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$148.0K
174,496
+4%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$148.0K
11,920
增持
JPM
JPMORGAN CHASE & CO
-$147.0K
16,377
+2%
增持
TROW
PRICE T ROWE GROUP INC
+$147.0K
3,901
+83%