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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 43
增持 77
减持 16
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$11.2M
465,302
+358%
清仓
HNDL
STRATEGY SHS
-$7.7M
0
-100%
建仓
COWZ
PACER FDS TR
+$7.4M
142,990
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
DNP
DNP SELECT INCOME FD INC
+$6.6M
1,027,018
+353%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.9M
78,669
-29%
增持
IVV
ISHARES TR
+$3.6M
26,839
+25%
增持
TBIL
RBB FD INC
+$2.6M
78,976
+202%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
84,537
+3%
增持
AAPL
APPLE INC
+$2.5M
99,723
+2%
建仓
CALF
PACER FDS TR
+$2.4M
49,605
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.2M
51,093
+444%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
15,867
+24%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
40,086
+3%
减持
AMZN
AMAZON COM INC
+$1.9M
88,280
-3%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
11,805
+27%
减持
MSFT
MICROSOFT CORP
+$1.7M
32,753
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
13,166
+23%
减持
—
SCORPIO TANKERS INC
-$1.4M
84,150
-31%
减持
PFE
PFIZER INC
-$1.4M
40,424
-48%
增持
FLOT
ISHARES TR
+$1.4M
71,445
+62%
增持
LLY
ELI LILLY & CO
+$1.3M
7,286
+35%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$1.3M
0
-100%
建仓
IWF
ISHARES TR
+$1.2M
3,965
增持
MOAT
VANECK ETF TRUST
+$1.2M
16,147
+501%
建仓
IWR
ISHARES TR
+$1.2M
14,933
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.1M
327,204
+18%
建仓
IWD
ISHARES TR
+$1.1M
6,366
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
14,557
+35%
减持
VTV
VANGUARD INDEX FDS
-$1.0M
3,206
-70%
建仓
IEF
ISHARES TR
+$962.5K
9,986
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$956.8K
203,961
+7%
减持
TLT
ISHARES TR
-$943.9K
5,203
-68%
增持
MCD
MCDONALDS CORP
+$936.8K
9,326
+34%
增持
JNJ
JOHNSON & JOHNSON
+$923.6K
21,544
+37%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$874.5K
22,910
+18%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$874.1K
30,856
+1%
建仓
—
LINDE PLC
+$850.1K
2,070
增持
—
EXXON MOBIL CORP
-$829.3K
49,576
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$807.8K
20,202
-36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$777.9K
25,485
+7%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$767.1K
189,213
+24%
增持
FTEC
FIDELITY COVINGTON TRUST
+$691.8K
25,290
+6%
建仓
XOP
SPDR SER TR
+$690.5K
5,043
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$679.3K
46,023
增持
IWM
ISHARES TR
+$653.5K
9,285
+36%
增持
XLF
SELECT SECTOR SPDR TR
+$636.5K
49,909
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$635.9K
11,422
+30%
增持
QQQ
INVESCO QQQ TR
+$634.6K
7,489
+10%
增持
AGG
ISHARES TR
+$620.8K
12,470
+90%
增持
RTX
RTX CORPORATION
+$610.7K
24,687
+21%
增持
NEM
NEWMONT CORP
+$603.2K
41,848
+37%
增持
AVGO
BROADCOM INC
+$598.1K
1,249
+30%
增持
FNDX
SCHWAB STRATEGIC TR
+$593.1K
40,340
+18%
增持
CCJ
CAMECO CORP
+$577.4K
56,986
+20%
增持
NVO
NOVO-NORDISK A S
+$556.6K
10,596
+79%
增持
FBND
FIDELITY MERRIMACK STR TR
+$549.3K
23,622
+91%
增持
IAU
ISHARES GOLD TR
+$540.8K
22,583
+132%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$527.2K
66,615
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$516.7K
9,334
+59%
增持
SCHG
SCHWAB STRATEGIC TR
+$513.1K
18,580
+31%
建仓
FALN
ISHARES TR
+$501.1K
18,980
建仓
DFAI
DIMENSIONAL ETF TRUST
+$476.7K
16,646
增持
SMH
VANECK ETF TRUST
+$466.2K
13,032
+4%
增持
JPM
JPMORGAN CHASE & CO
+$464.7K
15,125
+4%
建仓
—
CELESTICA INC
+$462.4K
15,793
建仓
GSG
ISHARES S&P GSCI COMMODITY-
+$457.4K
22,804
增持
GE
GENERAL ELECTRIC CO
+$449.8K
24,098
+1%
建仓
USTB
VICTORY PORTFOLIOS II
+$442.4K
8,922
建仓
XLY
SELECT SECTOR SPDR TR
+$441.0K
2,466
建仓
UITB
VICTORY PORTFOLIOS II
+$429.1K
9,146
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$426.3K
36,501
-2%
建仓
DBEF
DBX ETF TR
+$424.9K
11,490
减持
VB
VANGUARD INDEX FDS
+$420.2K
24,439
-4%
增持
APD
AIR PRODS & CHEMS INC
+$417.0K
2,957
+114%
清仓
BIIB
BIOGEN INC
-$416.4K
0
-100%
增持
MRK
MERCK & CO INC
+$413.3K
34,880
+6%
建仓
FLRN
SPDR SER TR
+$403.8K
13,201
清仓
—
PIONEER NAT RES CO
-$397.4K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$395.6K
3,017
清仓
TRP
TC ENERGY CORP
-$393.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$369.2K
3,444
+2%
减持
FDHY
FIDELITY COVINGTON TRUST
-$368.6K
14,465
-38%
建仓
BILS
SPDR SER TR
+$361.4K
3,646
增持
SO
SOUTHERN CO
+$358.3K
25,728
+15%
增持
XLI
SELECT SECTOR SPDR TR
+$357.5K
9,291
+34%
建仓
BALT
INNOVATOR ETFS TR
+$340.9K
11,932
增持
AMD
ADVANCED MICRO DEVICES INC
+$340.7K
7,046
+4%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$338.6K
2,575
-34%
增持
ITA
ISHARES TR
+$334.3K
5,630
+58%
建仓
NVS
NOVARTIS AG
+$334.0K
3,308
清仓
PML
PIMCO MUN INCOME FD II
-$330.6K
0
-100%
减持
—
MEDTRONIC PLC
-$328.1K
2,728
-61%
增持
ABBV
ABBVIE INC
+$309.7K
10,979
+18%
增持
KO
COCA COLA CO
+$309.5K
25,581
+20%
增持
COP
CONOCOPHILLIPS
+$304.2K
7,383
+60%
清仓
HAL
HALLIBURTON CO
-$301.3K
0
-100%
建仓
SPIB
SPDR SER TR
+$300.2K
9,145
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$299.7K
264,967
+27%
清仓
—
BARRICK GOLD CORP
-$298.3K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$296.3K
2,319
+56%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$295.3K
5,145
+14%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$291.9K
12,930
+48%
建仓
EMXC
ISHARES INC
+$291.6K
5,263
建仓
FFLC
FIDELITY COVINGTON TRUST
+$283.1K
7,824
清仓
SLB
SCHLUMBERGER LTD
-$280.9K
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$279.1K
982
增持
XLU
SELECT SECTOR SPDR TR
+$276.2K
10,543
+59%
建仓
OIH
VANECK ETF TRUST
+$275.9K
891
增持
BX
BLACKSTONE INC
+$271.6K
10,064
+3%
建仓
IWO
ISHARES TR
+$270.6K
1,073
增持
HD
HOME DEPOT INC
+$265.9K
5,867
+0%
清仓
BAX
BAXTER INTL INC
-$265.5K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$265.0K
3,105
增持
ABT
ABBOTT LABS
+$263.3K
16,976
+2%
清仓
HAS
HASBRO INC
-$262.0K
0
-100%
清仓
—
LAZARD LTD
-$261.9K
0
-100%
增持
AMGN
AMGEN INC
+$259.9K
11,515
+1%
增持
INTC
INTEL CORP
+$258.0K
13,667
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$257.2K
5,038
+6%
增持
HON
HONEYWELL INTL INC
+$254.3K
9,423
+1%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$253.5K
3,525
清仓
SHY
ISHARES TR
-$250.5K
0
-100%
减持
GLD
SPDR GOLD TR
+$247.7K
21,723
-5%
增持
VGT
VANGUARD WORLD FDS
+$245.5K
2,180
+12%
建仓
J
JACOBS SOLUTIONS INC
+$244.9K
1,887
增持
META
META PLATFORMS INC
+$244.4K
3,777
+4%
建仓
PBDC
PUTNAM ETF TRUST
+$241.3K
7,620
建仓
AMAT
APPLIED MATLS INC
+$240.9K
1,486
增持
—
BLACKROCK INC
+$240.0K
1,172
+6%
减持
DHR
DANAHER CORPORATION
-$239.2K
6,329
-8%
增持
VO
VANGUARD INDEX FDS
+$238.5K
8,169
+2%
建仓
PYLD
PIMCO ETF TR
+$237.6K
9,259
建仓
CARY
ANGEL OAK FUNDS TRUST
+$237.1K
11,586
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$236.2K
1,839
增持
VHT
VANGUARD WORLD FDS
+$235.6K
13,767
+1%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$235.1K
4,465
建仓
ANGL
VANECK ETF TRUST
+$234.9K
8,162
增持
VBR
VANGUARD INDEX FDS
+$234.3K
6,890
+9%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$233.3K
0
-100%
建仓
NFLX
NETFLIX INC
+$229.8K
472
增持
DUK
DUKE ENERGY CORP NEW
+$229.8K
13,249
+11%
增持
AEP
AMERICAN ELEC PWR CO INC
+$229.6K
13,535
+17%
增持
GS
GOLDMAN SACHS GROUP INC
+$228.6K
1,244
+60%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$228.1K
2,108
+20%
建仓
XLP
SELECT SECTOR SPDR TR
+$227.3K
3,156
建仓
NSC
NORFOLK SOUTHN CORP
+$227.1K
961
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$226.4K
1,348
建仓
BST
BLACKROCK SCIENCE & TECHNOLO
+$226.3K
6,724
增持
TIP
ISHARES TR
+$225.2K
4,354
+86%
减持
V
VISA INC
+$224.2K
7,766
-1%
