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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 39
增持 54
减持 37
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.8M
96,195
+0%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
110,762
+900%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.2M
837,659
+11%
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
FLOT
ISHARES TR
+$2.2M
124,295
+51%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.6M
16,209
+180%
减持
TSLA
TESLA INC
-$1.4M
19,692
-35%
增持
FLRN
SPDR SER TR
+$1.3M
61,256
+231%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
93,371
+2%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
16,364
-28%
增持
MSFT
MICROSOFT CORP
+$1.2M
36,004
+2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$1.2M
7,668
-77%
减持
VUG
VANGUARD INDEX FDS
+$1.1M
42,269
-1%
清仓
CAH
CARDINAL HEALTH INC
-$1.1M
0
-100%
增持
VRIG
POWERSHARES ACTIVELY MANAGED
+$1.1M
57,282
+322%
建仓
GEV
GE VERNOVA INC
+$1.1M
6,331
减持
AMZN
AMAZON COM INC
+$1.1M
85,330
-0%
建仓
FLTR
VANECK ETF TRUST
+$995.0K
39,004
建仓
AIG
AMERICAN INTL GROUP INC
+$981.6K
13,222
建仓
LNG
CHENIERE ENERGY INC
+$940.4K
5,379
减持
PEP
PEPSICO INC
-$922.8K
6,922
-41%
增持
QQQ
INVESCO QQQ TR
+$917.1K
9,552
+16%
增持
FTEC
FIDELITY COVINGTON TRUST
+$860.8K
32,452
+7%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$845.8K
383,830
+12%
增持
QUAL
ISHARES TR
+$845.4K
9,406
+103%
增持
SMH
VANECK ETF TRUST
+$830.6K
17,087
+6%
减持
GE
GE AEROSPACE
-$812.7K
21,173
-11%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$793.0K
29,435
增持
GOOGL
ALPHABET INC
+$770.5K
15,698
+13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$756.4K
203,102
-4%
增持
VOO
VANGUARD INDEX FDS
+$754.1K
18,460
+5%
增持
AMGN
AMGEN INC
+$749.2K
12,859
+12%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$741.2K
22,537
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$740.8K
7,101
-63%
建仓
JAAA
JANUS DETROIT STR TR
+$711.1K
13,976
增持
IAU
ISHARES GOLD TR
+$676.9K
41,478
+52%
建仓
FLRT
PACER FDS TR
+$634.8K
13,350
减持
XLB
SELECT SECTOR SPDR TR
-$633.9K
2,386
-74%
增持
REGN
REGENERON PHARMACEUTICALS
+$607.2K
1,684
+39%
减持
UITB
VICTORY PORTFOLIOS II
-$606.3K
14,293
-48%
增持
IVV
ISHARES TR
+$586.2K
27,102
+0%
减持
DIS
DISNEY WALT CO
-$582.4K
7,200
-32%
减持
CRM
SALESFORCE INC
-$564.1K
891
-66%
减持
DFAT
DIMENSIONAL ETF TRUST
-$549.2K
68,811
-9%
建仓
CLOI
VANECK ETF TRUST
+$547.4K
10,341
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$543.6K
5,943
清仓
—
CELESTICA INC
-$494.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$493.4K
10,673
+28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$485.6K
46,807
+6%
增持
COST
COSTCO WHSL CORP NEW
+$480.4K
3,535
+3%
减持
MCD
MCDONALDS CORP
-$478.1K
8,593
-9%
增持
MRVL
MARVELL TECHNOLOGY INC
+$474.4K
29,159
+32%
减持
ROK
ROCKWELL AUTOMATION INC
-$473.1K
1,359
-53%
增持
ORCL
ORACLE CORP
+$466.1K
18,578
+8%
减持
SYY
SYSCO CORP
-$464.3K
23,204
-11%
增持
AVGO
BROADCOM INC
+$457.3K
1,332
+5%
清仓
—
ACCENTURE PLC IRELAND
-$449.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$445.8K
25,118
-1%
减持
VHT
VANGUARD WORLD FD
-$437.9K
12,189
-10%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$432.1K
8,433
+80%
建仓
JBBB
JANUS DETROIT STR TR
+$417.0K
8,480
增持
ARM
ARM HOLDINGS PLC
+$409.4K
7,083
+18%
减持
PM
PHILIP MORRIS INTL INC
-$403.1K
6,406
-44%
建仓
GSC
GOLDMAN SACHS ETF TR
+$400.2K
8,200
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$398.4K
14,994
+83%
增持
DNP
DNP SELECT INCOME FD INC
-$396.2K
1,241,779
+6%
减持
SPSM
SPDR SER TR
-$391.9K
8,737
-50%
增持
SPY
SPDR S&P 500 ETF TR
+$389.1K
13,571
+1%
增持
GLD
SPDR GOLD TR
+$388.5K
29,868
+2%
减持
CSCO
CISCO SYS INC
-$375.7K
29,207
-17%
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$372.6K
8,199
清仓
NVS
NOVARTIS AG
-$356.4K
0
-100%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$356.4K
5,609
增持
SCHG
SCHWAB STRATEGIC TR
+$356.2K
22,003
+10%
减持
IEF
ISHARES TR
-$345.3K
3,698
-49%
减持
MRK
MERCK & CO INC
-$325.7K
34,550
-1%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$319.8K
36,409
-1%
减持
UTI
UNIVERSAL TECHNICAL INST INC
-$318.4K
10,941
-64%
增持
—
ASTRAZENECA PLC
+$311.8K
20,881
+7%
建仓
COHR
COHERENT CORP
+$309.3K
4,269
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$306.6K
22,974
-5%
清仓
MRNA
MODERNA INC
-$286.7K
0
-100%
建仓
D
DOMINION ENERGY INC
+$280.3K
5,720
减持
LLY
ELI LILLY & CO
+$277.2K
5,427
-9%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$277.0K
10,937
建仓
KDP
KEURIG DR PEPPER INC
+$275.0K
8,235
建仓
PVAL
PUTNAM ETF TRUST
+$272.4K
7,504
减持
GOOG
ALPHABET INC
+$268.9K
13,457
-7%
清仓
FTV
FORTIVE CORP
-$267.4K
0
-100%
建仓
NVDX
ETF OPPORTUNITIES TRUST
+$264.8K
1,567
清仓
PGR
PROGRESSIVE CORP
-$264.7K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$254.7K
3,600
+6%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$248.9K
5,865
建仓
ZTS
ZOETIS INC
+$243.4K
1,404
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$242.4K
0
-100%
建仓
CNM
CORE & MAIN INC
+$240.4K
4,912
清仓
A
AGILENT TECHNOLOGIES INC
-$239.0K
0
-100%
清仓
—
AON PLC
-$237.3K
0
-100%
建仓
IYW
ISHARES TR
+$232.5K
1,545
建仓
COWG
PACER FDS TR
+$231.6K
8,529
建仓
PULS
PGIM ETF TR
+$231.5K
4,657
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$231.5K
2,023
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$230.9K
2,379
建仓
SCHW
SCHWAB CHARLES CORP
+$230.2K
3,124
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$230.1K
4,390
建仓
BMI
BADGER METER INC
+$229.8K
1,233
清仓
MKC
MCCORMICK & CO INC
-$227.4K
0
-100%
清仓
PSX
PHILLIPS 66
-$227.3K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$225.9K
11,394
-27%
建仓
SAP
SAP SE
+$225.1K
1,116
清仓
OTIS
OTIS WORLDWIDE CORP
-$223.6K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$222.2K
2,397
+8%
清仓
AVY
AVERY DENNISON CORP
-$221.7K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$220.2K
13,961
+93%
增持
CVX
CHEVRON CORP NEW
+$219.3K
14,894
+11%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$218.9K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$217.4K
25,681
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$208.4K
11,570
-0%
增持
SPIB
SPDR SER TR
+$208.3K
16,797
+62%
增持
IGIB
ISHARES TR
+$208.1K
8,863
+86%
减持
MOAT
VANECK ETF TRUST
-$207.2K
22,162
-6%
增持
ATO
ATMOS ENERGY CORP
+$207.1K
5,736
+48%
清仓
EXC
EXELON CORP
-$207.0K
0
-100%
增持
RTX
RTX CORPORATION
+$204.9K
26,848
+5%
建仓
DE
DEERE & CO
+$204.8K
548
建仓
IFRA
ISHARES TR
+$204.8K
4,862
建仓
DELL
DELL TECHNOLOGIES INC
+$204.0K
1,479
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$203.6K
0
-100%
清仓
GTLS
CHART INDS INC
-$202.9K
0
-100%
建仓
ICLO
POWERSHARES ACTIVELY MANAGED
+$202.7K
7,893
清仓
FEZ
SPDR INDEX SHS FDS
-$201.9K
0
-100%
建仓
HPQ
HP INC
+$201.8K
5,762
建仓
ISRG
INTUITIVE SURGICAL INC
+$201.5K
453
建仓
FUTY
FIDELITY COVINGTON TRUST
+$200.4K
4,558
清仓
—
LAM RESEARCH CORP
-$200.1K
0
-100%
减持
V
VISA INC
-$196.7K
7,542
-3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$195.6K
30,457
+16%
增持
FNDX
SCHWAB STRATEGIC TR
+$188.6K
44,795
+7%
减持
CVS
CVS HEALTH CORP
-$178.0K
5,667
-12%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$175.9K
4,574
+25%
增持
WMT
WALMART INC
+$175.7K
18,823
+3%
减持
IWM
ISHARES TR
-$174.6K
8,235
-6%
增持
NOW
SERVICENOW INC
+$173.6K
558
+60%
减持
ADBE
ADOBE INC
-$173.4K
1,232
-28%
增持
PBDC
PUTNAM ETF TRUST
+$172.1K
16,752
+39%
减持
KO
COCA COLA CO
-$169.7K
21,690
-14%
增持
MGK
VANGUARD WORLD FD
+$166.8K
2,364
+18%
增持
BYLD
ISHARES TR
+$165.8K
16,988
+80%
增持
BILS
SPDR SER TR
+$162.4K
4,846
+51%
增持
COWZ
PACER FDS TR
-$160.5K
234,243
+5%
增持
QCOM
QUALCOMM INC
+$158.8K
3,865
+7%
