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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 28
增持 60
减持 43
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.1M
87,498
+2%
增持
AMZN
AMAZON COM INC
+$2.7M
94,359
+0%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
79,061
+4%
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
VUG
VANGUARD INDEX FDS
+$1.9M
37,324
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
109,244
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
184,799
+17%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.6M
190,275
+64%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
9,902
+42%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
9,204
+5%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.3M
53,750
建仓
BALT
INNOVATOR ETFS TR
+$1.2M
44,636
建仓
TLT
ISHARES TR
+$1.2M
12,067
增持
PDI
PIMCO DYNAMIC INCOME FD
+$1.1M
144,581
+68%
建仓
BTAL
AGF INVTS TR
+$1.1M
56,489
增持
IVV
ISHARES TR
+$875.6K
21,037
+0%
减持
TSLA
TESLA INC
-$824.9K
29,534
-33%
增持
VOO
VANGUARD INDEX FDS
+$796.1K
9,645
+14%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$793.4K
227,739
+30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$761.1K
21,495
-0%
建仓
NOG
NORTHERN OIL & GAS INC
+$739.6K
21,551
减持
T
AT&T INC
-$731.7K
22,862
-60%
建仓
SPSM
SPDR SER TR
+$698.1K
17,975
增持
HNDL
STRATEGY SHS
+$692.8K
411,390
+7%
减持
LLY
LILLY ELI & CO
+$691.1K
5,757
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$663.4K
30,521
-17%
清仓
—
SPDR SER TR
-$650.3K
0
-100%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$593.8K
13,108
减持
MSFT
MICROSOFT CORP
+$589.8K
31,090
-12%
增持
GOOGL
ALPHABET INC
+$580.9K
22,706
+7%
减持
—
PROSHARES TR
-$554.3K
227,572
-7%
增持
VB
VANGUARD INDEX FDS
+$540.2K
24,730
+5%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$518.1K
68,567
+27%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$503.3K
11,736
+20%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$486.8K
55,396
+83%
增持
GLD
SPDR GOLD TR
+$483.8K
17,031
+23%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$467.5K
37,801
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$462.4K
28,216
-28%
清仓
TMUS
T-MOBILE US INC
-$436.3K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$403.5K
9,705
+26%
增持
—
MEDTRONIC PLC
+$402.5K
6,868
+168%
增持
SMH
VANECK ETF TRUST
+$392.4K
12,654
+116%
减持
—
LINDE PLC
-$380.5K
1,499
-45%
增持
XLK
SELECT SECTOR SPDR TR
+$360.4K
10,912
+6%
增持
COST
COSTCO WHSL CORP NEW
+$326.0K
3,206
+13%
清仓
ABBNY
ABB LTD
-$320.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$318.5K
6,860
-2%
建仓
BAX
BAXTER INTL INC
+$313.0K
6,869
清仓
PI
IMPINJ INC
-$299.5K
0
-100%
建仓
TD
TORONTO DOMINION BK ONT
+$296.0K
4,773
建仓
IJS
ISHARES TR
+$295.0K
3,102
增持
NEM
NEWMONT CORP
-$291.0K
47,178
+0%
清仓
GCOW
PACER FDS TR
-$287.0K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$285.9K
34,357
+0%
清仓
AGG
ISHARES TR
-$274.8K
0
-100%
建仓
XSD
SPDR SER TR
+$268.4K
1,213
增持
META
META PLATFORMS INC
+$266.9K
3,210
+2%
增持
FNDX
SCHWAB STRATEGIC TR
+$260.3K
32,817
+9%
建仓
ENB
ENBRIDGE INC
+$256.8K
6,913
建仓
MGK
VANGUARD WORLD FD
+$255.1K
1,084
建仓
HAS
HASBRO INC
+$254.9K
3,936
清仓
CL
COLGATE PALMOLIVE CO
-$253.7K
0
-100%
清仓
EWW
ISHARES INC
-$242.4K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$239.1K
1,921
+19%
增持
DHR
DANAHER CORPORATION
+$235.3K
6,552
+22%
清仓
BIV
VANGUARD BD INDEX FDS
-$234.8K
0
-100%
建仓
AIO
VIRTUS ARTIFICIAL INTELLIGEN
+$234.5K
12,743
减持
EMR
EMERSON ELEC CO
-$228.3K
5,903
-34%
建仓
UNM
UNUM GROUP
+$228.0K
4,780
增持
VO
VANGUARD INDEX FDS
+$227.7K
7,674
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$226.8K
13,845
+58%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$226.1K
3,628
建仓
ARCC
ARES CAPITAL CORP
+$223.6K
11,902
建仓
PANW
PALO ALTO NETWORKS INC
+$222.3K
870
清仓
FCPI
FIDELITY COVINGTON TRUST
-$221.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$220.2K
13,119
+0%
清仓
NKE
NIKE INC
-$219.1K
0
-100%
清仓
SEI
SOLARIS OILFIELD INFRASTRUCT
-$218.7K
0
-100%
清仓
NUE
NUCOR CORP
-$218.0K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$217.7K
500
增持
ABBV
ABBVIE INC
-$217.1K
13,042
+4%
建仓
WSO
WATSCO INC
+$216.7K
568
建仓
NSC
NORFOLK SOUTHN CORP
+$215.4K
950
建仓
VDE
VANGUARD WORLD FDS
+$215.1K
1,905
清仓
CMI
CUMMINS INC
-$214.0K
0
-100%
增持
—
EATON CORP PLC
+$213.8K
3,108
+28%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$213.5K
8,564
清仓
XLB
SELECT SECTOR SPDR TR
-$212.5K
0
-100%
减持
EQNR
EQUINOR ASA
-$211.1K
9,312
-45%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T
-$210.2K
0
-100%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$206.0K
1,323
减持
CCJ
CAMECO CORP
+$205.7K
48,425
-3%
清仓
IJR
ISHARES TR
-$205.6K
0
-100%
减持
MMM
3M CO
-$204.4K
2,632
-42%
清仓
HDV
ISHARES TR
-$202.7K
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$201.6K
13,985
+2%
清仓
QRVO
QORVO INC
-$200.8K
0
-100%
减持
IWB
ISHARES TR
-$200.3K
1,354
-43%
增持
AMGN
AMGEN INC
-$199.8K
11,484
+1%
增持
PFE
PFIZER INC
-$197.3K
69,264
+2%
减持
GE
GENERAL ELECTRIC CO
+$197.3K
24,873
-8%
增持
IVE
ISHARES TR
+$197.0K
9,410
+7%
增持
LOW
LOWES COS INC
+$196.0K
1,849
+61%
减持
XLE
SELECT SECTOR SPDR TR
-$196.0K
8,185
-22%
减持
MRK
MERCK & CO INC
+$195.9K
33,909
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$194.7K
3,723
+10%
增持
CSCO
CISCO SYS INC
+$193.3K
29,057
+14%
减持
GOOG
ALPHABET INC
+$188.2K
18,989
-9%
减持
DIS
DISNEY WALT CO
-$183.5K
11,263
-7%
增持
UGI
UGI CORP NEW
+$183.5K
16,563
+114%
增持
JNJ
JOHNSON & JOHNSON
+$177.3K
13,717
+1%
增持
—
ACCENTURE PLC IRELAND
+$173.5K
1,243
+67%
减持
MTUM
ISHARES TR
-$171.0K
6,601
-19%
增持
FTNT
FORTINET INC
+$167.3K
5,169
+52%
建仓
GLU
GABELLI GLOBL UTIL & INCOME
+$166.8K
11,727
减持
ABT
ABBOTT LABS
+$164.3K
16,994
-0%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$163.5K
10,961
建仓
IDE
VOYA INFRASTRUCTURE INDLS &
+$155.0K
15,701
增持
SO
SOUTHERN CO
+$154.2K
19,190
+11%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$152.5K
6,269
+1%
减持
APD
AIR PRODS & CHEMS INC
-$151.7K
3,213
-19%
减持
FLOT
ISHARES TR
-$150.5K
3,962
-43%
增持
SNOW
SNOWFLAKE INC
+$150.4K
3,141
+11%
减持
ILMN
ILLUMINA INC
-$147.6K
1,183
-28%
增持
V
VISA INC
+$145.9K
6,653
+3%
增持
IHI
ISHARES TR
+$145.3K
17,563
+10%
减持
TRP
TC ENERGY CORP
-$143.4K
8,172
-33%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$141.9K
56,297
-3%
增持
CMCSA
COMCAST CORP NEW
+$135.9K
13,695
+17%
增持
DGRO
ISHARES TR
+$134.4K
52,578
+1%
减持
GIS
GENERAL MLS INC
-$134.2K
14,779
-1%
增持
WM
WASTE MGMT INC DEL
+$132.1K
4,002
+15%
增持
AVGO
BROADCOM INC
+$131.2K
506
+4%
减持
HSY
HERSHEY CO
-$130.2K
1,390
-26%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$129.8K
13,907
-19%
减持
TGT
TARGET CORP
-$129.8K
1,975
-19%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$129.7K
3,354
+21%
减持
REGN
REGENERON PHARMACEUTICALS
-$126.2K
1,297
-1%
减持
CLM
CORNERSTONE STRATEGIC VALUE
-$125.2K
13,479
-56%
减持
SDY
SPDR SER TR
-$123.2K
3,151
-25%
增持
CRM
SALESFORCE INC
+$122.0K
7,611
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$121.4K
15,459
-8%
减持
HD
HOME DEPOT INC
+$120.5K
5,501
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$119.8K
36,922
-3%
减持
MRNA
MODERNA INC
-$119.3K
2,601
-12%
减持
XLU
SELECT SECTOR SPDR TR
-$117.2K
7,658
-17%
减持
DFSD
DIMENSIONAL ETF TRUST
-$116.8K
5,139
-33%
增持
FDHY
FIDELITY COVINGTON TRUST
+$115.1K
23,842
+12%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$109.9K
2,871
-36%
减持
ORCL
ORACLE CORP
+$109.2K
5,605
-9%
增持
PML
PIMCO MUN INCOME FD II
+$108.4K
41,997
+43%
