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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 27
增持 51
减持 40
清仓 32
方向
标的
Δ市值
现股数(环比)
清仓
—
PROSHARES TR
-$3.2M
0
-100%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$3.1M
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.0M
30,587
+161%
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
KNG
FIRST TR EXCHANGE-TRADED FD
+$2.3M
45,843
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$2.2M
0
-100%
增持
FLOT
ISHARES TR
+$2.0M
44,217
+1016%
减持
DGRO
ISHARES TR
-$1.9M
15,386
-71%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
19,343
-37%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.8M
276,505
+45%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.7M
23,924
+147%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$1.3M
3,908
建仓
TBIL
RBB FD INC
+$1.3M
26,122
清仓
BALT
INNOVATOR ETFS TR
-$1.2M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
10,754
-41%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
12,798
+33%
清仓
BTAL
AGF INVTS TR
-$1.1M
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.0M
14,141
减持
CRM
SALESFORCE INC
-$1.0M
2,905
-62%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$981.8K
23,727
+10%
增持
ENB
ENBRIDGE INC
+$975.6K
37,133
+437%
清仓
MTUM
ISHARES TR
-$952.2K
0
-100%
减持
NEM
NEWMONT CORP
-$883.7K
30,552
-35%
增持
GLD
SPDR GOLD TR
+$869.0K
22,777
+34%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$834.4K
101,566
+48%
建仓
PBA
PEMBINA PIPELINE CORP
+$781.2K
25,988
增持
—
ASTRAZENECA PLC
+$763.2K
14,438
+382%
减持
AMZN
AMAZON COM INC
-$750.0K
90,864
-4%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$747.3K
29,320
+124%
减持
PG
PROCTER AND GAMBLE CO
-$719.3K
17,502
-19%
增持
IWM
ISHARES TR
+$698.5K
6,846
+151%
减持
HNDL
STRATEGY SHS
-$687.3K
401,689
-2%
增持
DNP
DNP SELECT INCOME FD INC
+$684.1K
226,667
+61%
增持
TSLA
TESLA INC
+$640.4K
33,457
+13%
建仓
AGG
ISHARES TR
+$616.9K
6,560
建仓
CCI
CROWN CASTLE INC
+$616.9K
6,703
增持
—
EXXON MOBIL CORP
+$613.1K
49,209
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$605.7K
4,750
+28%
建仓
AEE
AMEREN CORP
+$586.1K
7,832
增持
ORCL
ORACLE CORP
+$584.9K
11,824
+111%
清仓
—
LINDE PLC
-$571.1K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$569.9K
1,385
-57%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$529.2K
209,053
-8%
减持
MRK
MERCK & CO INC
-$523.5K
32,921
-3%
减持
AMGN
AMGEN INC
+$507.2K
11,374
-1%
增持
LOW
LOWES COS INC
+$500.1K
4,414
+139%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$479.4K
37,101
-2%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$436.9K
6,307
增持
GOOG
ALPHABET INC
+$431.7K
20,696
+9%
建仓
BIIB
BIOGEN INC
+$416.4K
1,620
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$411.0K
111,555
+2%
清仓
FTNT
FORTINET INC
-$390.7K
0
-100%
增持
CAT
CATERPILLAR INC
+$386.5K
3,506
+51%
减持
USMV
ISHARES TR
-$385.0K
11,636
-30%
减持
DE
DEERE & CO
-$382.2K
1,899
-30%
清仓
SYK
STRYKER CORPORATION
-$373.4K
0
-100%
减持
ABBV
ABBVIE INC
-$365.3K
9,337
-28%
减持
CCJ
CAMECO CORP
+$361.5K
47,393
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$359.2K
32,340
-12%
增持
AVGO
BROADCOM INC
+$356.9K
959
+90%
清仓
AMAT
APPLIED MATLS INC
-$348.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$348.0K
8,782
+33%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$338.3K
51,945
-6%
减持
JEF
JEFFERIES FINL GROUP INC
-$325.3K
7,575
-58%
建仓
VPU
VANGUARD WORLD FDS
+$310.5K
2,435
减持
IVE
ISHARES TR
-$308.7K
7,852
-17%
建仓
HDV
ISHARES TR
+$300.5K
3,039
减持
—
ASML HOLDING N V
-$300.2K
1,113
-16%
清仓
IJS
ISHARES TR
-$295.0K
0
-100%
增持
AAPL
APPLE INC
-$293.8K
97,413
+11%
清仓
GSK
GSK PLC
-$293.6K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$291.7K
52,798
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$283.3K
41,119
+46%
建仓
OKE
ONEOK INC NEW
+$282.7K
4,456
清仓
EQNR
EQUINOR ASA
-$272.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$268.2K
0
-100%
增持
ADBE
ADOBE INC
+$263.4K
1,560
+43%
建仓
IUSB
ISHARES TR
+$258.8K
5,921
建仓
SHY
ISHARES TR
+$250.5K
3,094
增持
BDX
BECTON DICKINSON & CO
+$249.7K
1,896
+108%
减持
ABT
ABBOTT LABS
-$247.4K
16,574
-2%
建仓
TIP
ISHARES TR
+$242.7K
2,340
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$242.6K
0
-100%
减持
PEP
PEPSICO INC
-$241.5K
9,106
-5%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$233.3K
7,856
清仓
GTLS
CHART INDS INC
-$231.7K
0
-100%
清仓
COWZ
PACER FDS TR
-$229.2K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$229.0K
14,310
建仓
NOW
SERVICENOW INC
+$226.9K
406
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$226.1K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$224.6K
4,039
-41%
清仓
AXP
AMERICAN EXPRESS CO
-$222.7K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$222.3K
0
-100%
清仓
—
TORTOISE ENERGY INDEPENDENC
-$222.3K
0
-100%
清仓
ILMN
ILLUMINA INC
-$221.8K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$220.9K
0
-100%
减持
HON
HONEYWELL INTL INC
-$219.8K
9,321
-0%
增持
V
VISA INC
+$217.7K
7,816
+17%
清仓
WSO
WATSCO INC
-$216.7K
0
-100%
减持
IHI
ISHARES TR
-$216.5K
15,982
-9%
增持
TLT
ISHARES TR
+$216.3K
16,444
+36%
清仓
NSC
NORFOLK SOUTHN CORP
-$215.4K
0
-100%
增持
COP
CONOCOPHILLIPS
+$215.2K
4,615
+42%
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$213.5K
0
-100%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$211.5K
0
-100%
清仓
DIVD
EA SERIES TRUST
-$210.7K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$210.0K
3,237
建仓
EXC
EXELON CORP
+$209.3K
5,537
减持
VHT
VANGUARD WORLD FDS
-$207.9K
13,679
-2%
减持
LLY
ELI LILLY & CO
+$207.7K
5,414
-6%
清仓
NFLX
NETFLIX INC
-$206.1K
0
-100%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$206.0K
0
-100%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$204.2K
6,159
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$203.9K
13,639
建仓
MOAT
VANECK ETF TRUST
+$203.6K
2,685
减持
DFAT
DIMENSIONAL ETF TRUST
-$200.6K
9,386
-31%
增持
JPM
JPMORGAN CHASE & CO
+$200.1K
14,537
+11%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$196.7K
58,511
+833%
增持
NVO
NOVO-NORDISK A S
+$196.1K
5,933
+180%
增持
LMT
LOCKHEED MARTIN CORP
-$193.6K
4,278
+1%
减持
GIS
GENERAL MLS INC
-$191.9K
14,715
-0%
减持
DIS
DISNEY WALT CO
-$191.0K
10,051
-11%
增持
SPY
SPDR S&P 500 ETF TR
+$190.3K
10,713
+8%
增持
JNJ
JOHNSON & JOHNSON
+$182.9K
15,751
+15%
减持
KO
COCA COLA CO
-$181.1K
21,399
-7%
增持
CMCSA
COMCAST CORP NEW
+$178.5K
16,860
+23%
增持
COST
COSTCO WHSL CORP NEW
+$178.2K
3,371
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$178.2K
31,778
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$172.2K
20,191
+35%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$172.1K
17,783
增持
META
META PLATFORMS INC
+$171.3K
3,639
+13%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$169.9K
14,376
-10%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$163.5K
0
-100%
增持
—
PIONEER NAT RES CO
+$162.3K
1,731
+53%
建仓
MAX
MEDIAALPHA INC
+$162.2K
19,635
增持
DFSD
DIMENSIONAL ETF TRUST
+$161.8K
8,623
+68%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$160.4K
32,967
-7%
减持
SBUX
STARBUCKS CORP
-$157.2K
6,526
-14%
增持
PFF
ISHARES TR
+$155.3K
22,966
+32%
增持
CSCO
CISCO SYS INC
+$154.0K
30,831
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$153.1K
3,701
+10%
增持
IVV
ISHARES TR
-$148.9K
21,487
+2%
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$147.4K
26,226
-5%
建仓
XFRAX
BLACKROCK FLOATING RATE INCO
+$146.0K
11,572
增持
CVX
CHEVRON CORP NEW
+$143.3K
12,627
+0%
增持
NVDA
NVIDIA CORPORATION
+$142.4K
9,278
+1%
增持
NOG
NORTHERN OIL & GAS INC
+$141.4K
21,901
+2%
减持
GOOGL
ALPHABET INC
+$134.3K
21,796
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$132.8K
6,788
+37%
减持
REGN
REGENERON PHARMACEUTICALS
+$132.1K
1,293
-0%