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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 49
增持 42
减持 39
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$6.9M
34,683
+1467%
增持
TSLA
TESLA INC
-$4.7M
42,435
+14%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.3M
55,382
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
VB
VANGUARD INDEX FDS
+$3.0M
21,575
+272%
增持
AMZN
AMAZON COM INC
-$2.7M
95,240
+0%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
8,364
+893%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
14,562
+692%
建仓
DNP
DNP SELECT INCOME FD INC
+$1.5M
136,217
增持
—
SCORPIO TANKERS INC
+$1.5M
122,852
+1%
减持
AAPL
APPLE INC
-$1.4M
86,802
-6%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.3M
54,187
建仓
SPDN
DIREXION SHS ETF TR
+$1.2M
75,576
增持
IEI
ISHARES TR
+$1.1M
11,722
+424%
增持
—
ALKERMES PLC
+$1.1M
80,000
+78%
减持
IAU
ISHARES GOLD TR
-$1.1M
7,367
-83%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$982.9K
21,214
+2%
增持
MRK
MERCK & CO INC
+$934.8K
37,394
+0%
减持
—
EXXON MOBIL CORP
+$779.4K
51,599
-8%
清仓
SQ
BLOCK INC
-$776.0K
0
-100%
建仓
CGCP
CAPITAL GROUP FIXED INCOME E
+$714.1K
32,053
建仓
BHP
BHP GROUP LTD
+$683.2K
11,010
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$673.5K
106,648
-7%
清仓
—
PIMCO MUN INCOME FD
-$624.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$618.2K
24,249
+0%
增持
IVV
ISHARES TR
+$585.0K
21,509
+0%
减持
GE
GENERAL ELECTRIC CO
+$582.0K
28,977
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$544.1K
35,101
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$511.8K
141,142
+1%
减持
REGN
REGENERON PHARMACEUTICALS
-$506.0K
1,425
-36%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$494.9K
38,601
-1%
增持
MCD
MCDONALDS CORP
+$465.3K
7,169
+16%
减持
HON
HONEYWELL INTL INC
+$463.2K
10,085
-1%
建仓
—
AMERICAN CENTY ETF TR
+$457.0K
11,730
建仓
BA
BOEING CO
+$438.7K
2,303
建仓
—
PROSHARES TR
+$425.4K
26,535
增持
LMT
LOCKHEED MARTIN CORP
+$422.0K
3,881
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$417.5K
7,124
-19%
建仓
HSY
HERSHEY CO
+$412.6K
1,782
建仓
VDE
VANGUARD WORLD FDS
+$404.0K
3,331
清仓
TLT
ISHARES TR
-$401.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$391.5K
15,679
-4%
减持
PFE
PFIZER INC
+$388.0K
70,159
-4%
建仓
STWD
STARWOOD PPTY TR INC
+$367.7K
20,059
建仓
SLF
SUN LIFE FINANCIAL INC.
+$362.7K
7,814
减持
IWB
ISHARES TR
-$362.2K
2,920
-41%
建仓
NGG
NATIONAL GRID PLC
+$357.9K
5,933
清仓
IEF
ISHARES TR
-$356.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$345.1K
8,136
-36%
清仓
—
PROVIDENT BANCORP INC
-$343.0K
0
-100%
建仓
HESM
HESS MIDSTREAM LP
+$342.4K
11,445
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$341.1K
35,619
+64%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$327.3K
7,595
清仓
PFFR
ETFIS SER TR I
-$324.0K
0
-100%
清仓
NUE
NUCOR CORP
-$324.0K
0
-100%
清仓
—
PROSHARES TR
-$321.0K
0
-100%
清仓
—
LUCID GROUP INC
-$319.0K
0
-100%
减持
AMGN
AMGEN INC
+$317.2K
11,248
-4%
建仓
TU
TELUS CORPORATION
+$316.7K
16,399
减持
GOOG
ALPHABET INC
-$313.2K
20,633
-7%
减持
VHT
VANGUARD WORLD FDS
+$305.3K
13,285
-1%
建仓
HAL
HALLIBURTON CO
+$305.0K
7,750
增持
FNDX
SCHWAB STRATEGIC TR
+$302.9K
25,522
+15%
减持
VTI
VANGUARD INDEX FDS
-$301.9K
76,249
-8%
减持
CVX
CHEVRON CORP NEW
+$295.6K
14,327
-10%
建仓
UGI
UGI CORP NEW
+$294.2K
7,937
减持
APD
AIR PRODS & CHEMS INC
+$292.6K
4,063
-2%
增持
CAT
CATERPILLAR INC
+$285.9K
3,418
+5%
增持
HD
HOME DEPOT INC
+$285.7K
6,743
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$282.4K
9,448
+25%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$281.5K
5,935
建仓
ISRG
INTUITIVE SURGICAL INC
+$281.3K
1,060
建仓
GSK
GSK PLC
+$274.6K
7,813
减持
ABBV
ABBVIE INC
+$273.3K
13,113
-5%
增持
ABT
ABBOTT LABS
+$273.0K
17,652
+3%
建仓
COWZ
PACER FDS TR
+$270.2K
5,843
建仓
AVGO
BROADCOM INC
+$269.0K
481
增持
KO
COCA COLA CO
+$266.5K
23,966
+7%
清仓
SLV
ISHARES SILVER TR
-$266.0K
0
-100%
清仓
STIP
ISHARES TR
-$260.0K
0
-100%
增持
NEM
NEWMONT CORP
+$259.8K
47,644
+1%
建仓
MUB
ISHARES TR
+$258.9K
2,453
建仓
PSX
PHILLIPS 66
+$254.2K
2,442
清仓
CME
CME GROUP INC
-$253.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$251.7K
12,790
+1%
减持
DE
DEERE & CO
+$251.7K
2,782
-1%
建仓
GCOW
PACER FDS TR
+$251.0K
7,908
清仓
GPN
GLOBAL PMTS INC
-$247.0K
0
-100%
建仓
PI
IMPINJ INC
+$245.7K
2,250
增持
EMR
EMERSON ELEC CO
+$244.9K
9,514
+4%
增持
—
ASML HOLDING N V
+$240.7K
1,723
+2%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$240.4K
2,809
增持
V
VISA INC
+$239.6K
6,640
+4%
减持
JNJ
JOHNSON & JOHNSON
+$239.2K
20,595
-1%
建仓
SYK
STRYKER CORPORATION
+$238.1K
974
增持
RIVN
RIVIAN AUTOMOTIVE INC
-$236.3K
16,695
+1%
减持
DGRO
ISHARES TR
+$236.2K
52,943
-2%
建仓
FCX
FREEPORT-MCMORAN INC
+$232.9K
6,129
建仓
BDX
BECTON DICKINSON & CO
+$232.8K
915
减持
GDX
VANECK ETF TRUST
-$225.2K
28,429
-34%
清仓
ENTG
ENTEGRIS INC
-$225.0K
0
-100%
建仓
—
TORTOISE ENERGY INDEPENDENC
+$224.5K
7,703
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$224.0K
0
-100%
减持
D
DOMINION ENERGY INC
-$223.8K
10,929
-16%
减持
DVY
ISHARES TR
+$223.4K
16,969
-0%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$223.1K
6,102
增持
IVE
ISHARES TR
+$222.7K
10,820
+3%
建仓
NSC
NORFOLK SOUTHN CORP
+$221.6K
899
增持
SO
SOUTHERN CO
+$221.5K
15,774
+19%
建仓
AEM
AGNICO EAGLE MINES LTD
+$221.4K
4,259
建仓
POWR
ISHARES INC
+$220.8K
9,107
清仓
GDXJ
VANECK ETF TRUST
-$220.0K
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$219.5K
3,470
增持
VYM
VANGUARD WHITEHALL FDS
+$217.2K
9,530
+11%
建仓
OKE
ONEOK INC NEW
+$216.3K
3,292
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$214.9K
3,507
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$214.9K
744
建仓
NOBL
PROSHARES TR
+$214.8K
2,387
建仓
UNM
UNUM GROUP
+$214.3K
5,223
建仓
THW
TEKLA WORLD HEALTHCARE FD
+$214.1K
14,613
减持
PM
PHILIP MORRIS INTL INC
+$213.8K
11,815
-0%
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$213.7K
1,347
增持
XLV
SELECT SECTOR SPDR TR
+$213.5K
6,003
+21%
建仓
SYLD
CAMBRIA ETF TR
+$213.2K
3,595
清仓
CNC
CENTENE CORP DEL
-$210.0K
0
-100%
减持
SYY
SYSCO CORP
-$209.7K
3,078
-51%
建仓
NKE
NIKE INC
+$208.8K
1,784
增持
TMUS
T-MOBILE US INC
+$208.6K
3,104
+84%
清仓
PRU
PRUDENTIAL FINL INC
-$206.0K
0
-100%
建仓
—
ASTRAZENECA PLC
+$205.7K
3,033
建仓
EXAS
EXACT SCIENCES CORP
+$205.5K
4,150
增持
GILD
GILEAD SCIENCES INC
+$203.1K
5,173
+33%
清仓
SPEM
SPDR INDEX SHS FDS
-$202.0K
0
-100%
清仓
ABNB
AIRBNB INC
-$201.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$198.1K
3,552
-3%
增持
IJH
ISHARES TR
+$193.6K
2,929
+25%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$192.1K
8,795
-0%
减持
—
CRISPR THERAPEUTICS AG
-$190.5K
7,170
-3%
减持
CSCO
CISCO SYS INC
+$190.0K
25,336
-0%
增持
CCJ
CAMECO CORP
-$185.8K
52,014
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$185.8K
2,234
+47%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$183.7K
4,673
-44%
增持
MRNA
MODERNA INC
+$183.6K
2,854
+3%
减持
T
AT&T INC
+$181.6K
60,705
-1%
减持
DIS
DISNEY WALT CO
-$178.4K
11,149
-8%
增持
VO
VANGUARD INDEX FDS
+$176.6K
7,142
+5%
减持
KMB
KIMBERLY-CLARK CORP
-$170.9K
2,682
-44%
增持
—
LINDE PLC
+$167.3K
2,739
+2%
减持
BIL
SPDR SER TR
-$166.7K
7,066
-20%
减持
IEFA
ISHARES TR
+$165.5K
20,531
-2%
减持
COMT
ISHARES U S ETF TR
-$164.7K
10,512
-19%
