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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 40
增持 60
减持 24
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$10.6M
752,648
+62%
增持
COWZ
PACER FDS TR
+$5.5M
222,413
+56%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.3M
44,133
-44%
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
—
SCORPIO TANKERS INC
-$5.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$4.2M
11,079
-6%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
91,160
+8%
减持
TSLA
TESLA INC
-$3.0M
30,344
-9%
减持
AAPL
APPLE INC
-$2.8M
95,801
-4%
增持
MSFT
MICROSOFT CORP
+$2.6M
35,445
+8%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$2.4M
0
-100%
清仓
—
ALKERMES PLC
-$2.2M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$2.2M
42,600
+6%
建仓
SYY
SYSCO CORP
+$2.1M
26,125
减持
AMZN
AMAZON COM INC
+$2.0M
85,479
-3%
减持
CCJ
CAMECO CORP
-$2.0M
10,476
-82%
增持
DNP
DNP SELECT INCOME FD INC
+$1.9M
1,169,092
+14%
增持
GLD
SPDR GOLD TR
+$1.9M
29,328
+35%
增持
CALF
PACER FDS TR
+$1.8M
85,495
+72%
清仓
NEM
NEWMONT CORP
-$1.7M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
25,359
-0%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
17,638
+11%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
75,665
+48%
增持
IVV
ISHARES TR
+$1.4M
27,095
+1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
22,063
+541%
增持
SMH
VANECK ETF TRUST
+$1.3M
16,107
+24%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$1.2M
35,696
增持
NVO
NOVO-NORDISK A S
+$1.1M
17,374
+64%
建仓
CAH
CARDINAL HEALTH INC
+$1.1M
9,880
减持
GE
GENERAL ELECTRIC CO
+$1.1M
23,806
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.1M
30,193
+19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
212,033
+4%
清仓
BGR
BLACKROCK ENERGY & RES TR
-$983.1K
0
-100%
减持
GOOGL
ALPHABET INC
-$870.5K
13,841
-35%
增持
—
EXXON MOBIL CORP
+$861.9K
50,056
+1%
清仓
—
LINDE PLC
-$850.1K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$844.6K
9,092
增持
UITB
VICTORY PORTFOLIOS II
+$834.8K
27,251
+198%
清仓
CCI
CROWN CASTLE INC
-$818.7K
0
-100%
增持
MRK
MERCK & CO INC
+$800.4K
34,885
+0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$799.7K
292,689
+10%
增持
USTB
VICTORY PORTFOLIOS II
+$775.7K
24,446
+174%
增持
PANW
PALO ALTO NETWORKS INC
+$764.1K
3,399
+397%
增持
MOAT
VANECK ETF TRUST
+$756.3K
23,656
+47%
清仓
BA
BOEING CO
-$750.8K
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$749.6K
5,997
增持
SPY
SPDR S&P 500 ETF TR
+$738.6K
13,376
+2%
增持
ORCL
ORACLE CORP
+$736.3K
17,173
+27%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$726.0K
6,675
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$685.2K
24,970
增持
PFE
PFIZER INC
+$678.3K
66,384
+64%
增持
SCHM
SCHWAB STRATEGIC TR
+$673.2K
15,989
+92%
建仓
—
SEALED AIR CORP NEW
+$667.0K
17,930
减持
TBIL
RBB FD INC
-$660.8K
65,500
-17%
清仓
DE
DEERE & CO
-$649.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$624.4K
15,962
+6%
减持
GOOG
ALPHABET INC
-$602.2K
14,445
-27%
增持
QQQ
INVESCO QQQ TR
+$592.4K
8,242
+10%
建仓
FRI
FIRST TR S&P REIT INDEX FD
+$586.3K
22,556
增持
FLOT
ISHARES TR
+$580.6K
82,201
+15%
增持
NEE
NEXTERA ENERGY INC
+$578.7K
25,052
+49%
减持
APD
AIR PRODS & CHEMS INC
-$524.1K
1,178
-60%
建仓
ACM
AECOM
+$516.2K
5,263
减持
VT
VANGUARD INTL EQUITY INDEX F
-$500.0K
4,686
-53%
清仓
UGI
UGI CORP NEW
-$496.2K
0
-100%
建仓
UTI
UNIVERSAL TECHNICAL INST INC
+$490.5K
30,774
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$465.6K
24,094
+5%
清仓
GSG
ISHARES S&P GSCI COMMODITY-
-$457.4K
0
-100%
增持
ITA
ISHARES TR
+$445.2K
8,777
+56%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$436.9K
15,759
-66%
增持
DFUV
DIMENSIONAL ETF TRUST
+$416.8K
31,055
+35%
增持
RTX
RTX CORPORATION
+$413.3K
25,535
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$408.3K
1,810
+111%
减持
META
META PLATFORMS INC
+$408.0K
3,594
-5%
增持
PEP
PEPSICO INC
+$399.9K
11,797
+20%
建仓
FSLR
FIRST SOLAR INC
+$395.8K
2,345
建仓
BP
BP PLC
+$390.6K
10,367
减持
LLY
ELI LILLY & CO
+$388.9K
5,959
-18%
建仓
IBIT
ISHARES BITCOIN TR
+$374.5K
9,254
增持
COP
CONOCOPHILLIPS
+$372.0K
9,656
+31%
建仓
LAZ
LAZARD INC
+$368.2K
8,794
增持
DIS
DISNEY WALT CO
+$367.9K
10,602
+3%
清仓
XSD
SPDR SER TR
-$359.0K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$345.3K
27,202
+63%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$341.4K
11,571
+1%
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$340.4K
13,567
清仓
MINT
PIMCO ETF TR
-$338.5K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$321.1K
20,088
+8%
减持
HON
HONEYWELL INTL INC
-$316.8K
8,084
-14%
增持
FNDX
SCHWAB STRATEGIC TR
+$313.1K
41,724
+3%
建仓
SYK
STRYKER CORPORATION
+$312.4K
873
减持
—
SUPER MICRO COMPUTER INC
+$304.8K
578
-41%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$299.8K
341,842
+4%
减持
INTC
INTEL CORP
-$295.4K
8,860
-35%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$294.2K
2,431
+15%
增持
AVGO
BROADCOM INC
+$287.8K
1,269
+2%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$287.6K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$283.6K
2,685
+26%
增持
PG
PROCTER AND GAMBLE CO
+$278.8K
16,438
+1%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$275.6K
8,186
建仓
PSFF
PACER FDS TR
+$272.4K
10,085
清仓
—
ETF MANAGERS TR
-$271.1K
0
-100%
减持
IEF
ISHARES TR
-$270.9K
7,307
-27%
建仓
IWY
ISHARES TR
+$270.8K
1,388
建仓
FTV
FORTIVE CORP
+$267.4K
3,109
增持
IAU
ISHARES GOLD TR
+$263.8K
27,261
+21%
建仓
VFLO
VICTORY PORTFOLIOS II
+$263.6K
8,132
增持
—
ASTRAZENECA PLC
+$263.5K
19,435
+24%
建仓
URNM
SPROTT FDS TR
+$262.5K
5,325
增持
SO
SOUTHERN CO
+$262.2K
28,802
+12%
建仓
—
ASPEN TECHNOLOGY INC
+$262.1K
1,229
建仓
DFIV
DIMENSIONAL ETF TRUST
+$258.8K
7,043
清仓
ISRG
INTUITIVE SURGICAL INC
-$257.7K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$253.5K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$250.7K
19,511
-25%
增持
COST
COSTCO WHSL CORP NEW
+$250.7K
3,446
+0%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$250.4K
0
-100%
建仓
IGIB
ISHARES TR
+$246.2K
4,771
增持
MAX
MEDIAALPHA INC
+$242.1K
22,740
+15%
清仓
ABNB
AIRBNB INC
-$239.9K
0
-100%
建仓
—
AON PLC
+$237.3K
711
增持
IEFA
ISHARES TR
+$236.2K
24,018
+9%
减持
VHT
VANGUARD WORLD FD
+$228.7K
13,604
-1%
清仓
XLP
SELECT SECTOR SPDR TR
-$227.3K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$227.1K
0
-100%
建仓
ONEQ
FIDELITY COMWLTH TR
+$225.6K
3,503
增持
DFAS
DIMENSIONAL ETF TRUST
+$225.4K
11,278
+41%
增持
BIZD
VANECK ETF TRUST
+$225.0K
41,769
+39%
建仓
VOT
VANGUARD INDEX FDS
+$224.1K
950
减持
CRWD
CROWDSTRIKE HLDGS INC
-$224.1K
1,144
-51%
建仓
MCK
MCKESSON CORP
+$223.8K
417
建仓
OTIS
OTIS WORLDWIDE CORP
+$223.6K
2,252
清仓
MUB
ISHARES TR
-$223.1K
0
-100%
清仓
PATH
UIPATH INC
-$222.9K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$221.7K
1,299
建仓
HEWJ
ISHARES TR
+$221.4K
5,265
增持
JNJ
JOHNSON & JOHNSON
+$220.5K
22,741
+6%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$218.9K
3,465
建仓
TCAF
T ROWE PRICE ETF INC
+$218.3K
7,221
清仓
XLRE
SELECT SECTOR SPDR TR
-$216.5K
0
-100%
增持
—
EATON CORP PLC
+$215.8K
2,798
+2%
减持
ABBV
ABBVIE INC
+$213.7K
10,517
-4%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$213.0K
7,075
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$212.9K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$212.1K
15,230
+13%
增持
AEE
AMEREN CORP
+$211.7K
12,352
+27%
建仓
BYLD
ISHARES TR
+$211.0K
9,438
建仓
STRL
STERLING INFRASTRUCTURE INC
+$209.6K
1,900
建仓
DISV
DIMENSIONAL ETF TRUST
+$207.7K
7,638
建仓
EXC
EXELON CORP
+$207.0K
5,510
清仓
CARR
CARRIER GLOBAL CORPORATION
-$205.4K
0
-100%
