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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 25
增持 33
减持 50
清仓 42
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$3.3M
43,815
+3%
增持
—
PROSHARES TR
+$3.3M
244,118
+820%
减持
AAPL
APPLE INC
+$2.6M
85,664
-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。
清仓
TIP
ISHARES TR
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
+$1.6M
94,121
-1%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
13,642
-34%
清仓
IEI
ISHARES TR
-$1.3M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.3M
57,977
-23%
清仓
SPDN
DIREXION SHS ETF TR
-$1.2M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
35,152
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
8,744
+7%
减持
MSFT
MICROSOFT CORP
+$1.1M
35,197
-5%
清仓
AMLP
ALPS ETF TR
-$1.1M
0
-100%
建仓
—
LINDE PLC
+$951.6K
2,707
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$914.7K
20,382
清仓
—
LINDE PLC
-$893.3K
0
-100%
减持
PFE
PFIZER INC
-$857.0K
67,805
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$851.3K
157,575
+12%
减持
VTI
VANGUARD INDEX FDS
+$709.8K
76,033
-0%
清仓
BHP
BHP GROUP LTD
-$683.2K
0
-100%
清仓
D
DOMINION ENERGY INC
-$670.2K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$664.1K
8,085
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$633.5K
8,763
-75%
增持
CRM
SALESFORCE INC
+$575.1K
7,558
+10%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$570.9K
38,401
-1%
减持
—
EXXON MOBIL CORP
-$551.3K
46,946
-9%
减持
HD
HOME DEPOT INC
-$541.3K
5,566
-17%
减持
CVX
CHEVRON CORP NEW
-$512.9K
12,677
-12%
减持
PG
PROCTER AND GAMBLE CO
-$494.8K
21,569
-11%
增持
VTV
VANGUARD INDEX FDS
+$469.2K
18,395
+26%
减持
JEF
JEFFERIES FINL GROUP INC
-$467.4K
16,499
-42%
减持
MRK
MERCK & CO INC
-$431.9K
35,092
-6%
清仓
TROW
PRICE T ROWE GROUP INC
-$430.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$418.5K
23,557
+9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$417.5K
2,768
-35%
清仓
BBN
BLACKROCK TAX MUNICPAL BD TR
-$417.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$416.2K
31,225
-12%
减持
JPM
JPMORGAN CHASE & CO
-$414.7K
13,109
-16%
清仓
VDE
VANGUARD WORLD FDS
-$404.0K
0
-100%
清仓
SJNK
SPDR SER TR
-$402.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$393.2K
21,181
+7%
减持
FBND
FIDELITY MERRIMACK STR TR
-$390.0K
8,785
-50%
减持
—
PIONEER NAT RES CO
-$389.1K
1,320
-54%
清仓
IJS
ISHARES TR
-$387.5K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$367.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$364.8K
6,385
-33%
清仓
SLF
SUN LIFE FINANCIAL INC.
-$362.7K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$362.5K
16,119
+107%
清仓
—
PROSHARES TR
-$357.9K
0
-100%
清仓
DWSH
ADVISORSHARES TR
-$355.7K
0
-100%
清仓
—
HOLOGIC INC
-$354.2K
0
-100%
增持
SMH
VANECK ETF TRUST
+$346.6K
5,870
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$345.0K
16,799
+31%
清仓
HESM
HESS MIDSTREAM LP
-$342.4K
0
-100%
增持
META
META PLATFORMS INC
+$342.0K
3,148
+21%
清仓
NBB
NUVEEN TAXABLE MUNICPAL INM
-$339.6K
0
-100%
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$332.6K
4,453
建仓
PGR
PROGRESSIVE CORP
+$330.9K
2,302
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$327.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$321.9K
39,103
-16%
清仓
TU
TELUS CORPORATION
-$316.7K
0
-100%
增持
GLD
SPDR GOLD TR
+$313.9K
13,858
+5%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$311.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$308.6K
9,796
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$308.4K
7,202
-18%
增持
HNDL
STRATEGY SHS
+$307.1K
383,729
+2%
减持
CVS
CVS HEALTH CORP
-$306.8K
5,819
-27%
减持
CAT
CATERPILLAR INC
-$302.2K
2,301
-33%
减持
PFF
ISHARES TR
-$302.0K
19,175
-35%
减持
COP
CONOCOPHILLIPS
-$294.6K
3,320
-37%
建仓
NVO
NOVO-NORDISK A S
+$292.1K
1,847
建仓
DIVD
EA SERIES TRUST
+$288.9K
9,885
清仓
—
SPIRIT RLTY CAP INC NEW
-$282.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$281.0K
5,597
+36%
建仓
VTS
VITESSE ENERGY INC
+$280.4K
14,697
清仓
ENB
ENBRIDGE INC
-$279.1K
0
-100%
增持
GOOG
ALPHABET INC
+$278.1K
20,814
+1%
清仓
DVN
DEVON ENERGY CORP NEW
-$277.3K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
+$273.4K
34,283
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$272.4K
36,700
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$266.9K
3,392
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$265.1K
30,033
+18%
建仓
ABNB
AIRBNB INC
+$261.1K
2,135
清仓
PSX
PHILLIPS 66
-$254.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$252.4K
7,018
-5%
减持
IVE
ISHARES TR
-$250.0K
8,813
-19%
减持
ABT
ABBOTT LABS
-$249.6K
17,040
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$248.6K
104,852
-2%
清仓
FISV
FISERV INC
-$246.6K
0
-100%
减持
WMT
WALMART INC
-$245.7K
6,832
-22%
建仓
EWW
ISHARES INC
+$242.4K
4,071
清仓
SHY
ISHARES TR
-$240.9K
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$240.4K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$237.3K
10,322
-1%
减持
IVV
ISHARES TR
+$236.6K
20,969
-3%
减持
QCOM
QUALCOMM INC
-$236.6K
4,040
-41%
清仓
SYY
SYSCO CORP
-$235.3K
0
-100%
清仓
ICSH
ISHARES TR
-$235.1K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$234.3K
0
-100%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$228.0K
0
-100%
建仓
FTNT
FORTINET INC
+$223.4K
3,395
建仓
SHOP
SHOPIFY INC
+$222.0K
4,773
清仓
NSC
NORFOLK SOUTHN CORP
-$221.6K
0
-100%
建仓
ENTG
ENTEGRIS INC
+$221.5K
2,712
清仓
POWR
ISHARES INC
-$220.8K
0
-100%
增持
DIS
DISNEY WALT CO
+$220.5K
12,122
+9%
清仓
AIG
AMERICAN INTL GROUP INC
-$219.5K
0
-100%
建仓
NUE
NUCOR CORP
+$218.0K
1,440
减持
USB
US BANCORP DEL
-$217.7K
6,340
-38%
清仓
OKE
ONEOK INC NEW
-$216.3K
0
-100%
清仓
UNM
UNUM GROUP
-$214.3K
0
-100%
减持
HYG
ISHARES TR
-$214.1K
3,956
-43%
建仓
CMI
CUMMINS INC
+$214.0K
914
清仓
SYLD
CAMBRIA ETF TR
-$213.2K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$210.0K
743
建仓
AXP
AMERICAN EXPRESS CO
+$207.7K
1,279
建仓
GTLS
CHART INDS INC
+$207.1K
1,700
增持
SOXX
ISHARES TR
+$206.6K
1,574
+12%
清仓
EXAS
EXACT SCIENCES CORP
-$205.5K
0
-100%
增持
AMGN
AMGEN INC
-$204.8K
11,385
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$202.9K
632
建仓
HDV
ISHARES TR
+$202.7K
2,013
建仓
ROP
ROPER TECHNOLOGIES INC
+$201.0K
460
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$200.9K
0
-100%
建仓
QRVO
QORVO INC
+$200.8K
1,990
建仓
IQV
IQVIA HLDGS INC
+$200.2K
1,027
建仓
SLYV
SPDR SER TR
+$200.1K
2,682
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$200.0K
9,790
-0%
减持
NFLX
NETFLIX INC
-$198.5K
630
-55%
增持
VOO
VANGUARD INDEX FDS
+$193.8K
8,445
+1%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$192.3K
175,740
+1%
增持
IEFA
ISHARES TR
+$192.2K
21,907
+7%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$188.5K
6,221
+1%
减持
LLY
LILLY ELI & CO
-$185.9K
5,897
-2%
减持
INTC
INTEL CORP
-$173.0K
11,439
-44%
减持
MET
METLIFE INC
-$166.7K
8,095
-7%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$165.2K
12,115
减持
PEP
PEPSICO INC
-$164.6K
9,772
-9%
减持
TJX
TJX COS INC NEW
-$161.0K
3,467
-35%
清仓
LEO
BNY MELLON STRATEGIC MUNS IN
-$157.0K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$154.5K
2,919
+4%
增持
MDLZ
MONDELEZ INTL INC
+$152.6K
7,670
+34%
增持
NEE
NEXTERA ENERGY INC
+$152.3K
10,968
+33%
减持
EMR
EMERSON ELEC CO
-$152.0K
8,902
-6%
增持
FTEC
FIDELITY COVINGTON TRUST
+$151.7K
7,710
+2%
减持
ABBV
ABBVIE INC
-$145.1K
12,501
-5%
增持
AMAT
APPLIED MATLS INC
+$141.9K
3,708
+16%
增持
DHR
DANAHER CORPORATION
+$141.6K
5,353
+19%
减持
APD
AIR PRODS & CHEMS INC
-$138.4K
3,983
-2%
增持
ITA
ISHARES TR
+$136.9K
3,385
+51%