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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 33
增持 58
减持 32
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.5M
209,149
+828%
增持
VTI
VANGUARD INDEX FDS
+$5.6M
108,059
+16%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.8M
891,114
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。
+6%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$4.7M
5,830
-80%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$4.3M
78,724
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$3.7M
208,985
-46%
增持
DNP
DNP SELECT INCOME FD INC
+$2.8M
1,292,204
+4%
减持
VB
VANGUARD INDEX FDS
-$2.5M
11,076
-53%
增持
AAPL
APPLE INC
+$2.3M
96,685
+1%
减持
VHT
VANGUARD WORLD FD
-$2.1M
3,966
-67%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.0M
34,154
增持
PULS
PGIM ETF TR
+$2.0M
44,213
+849%
增持
AVGO
BROADCOM INC
+$1.9M
23,212
+1643%
增持
TLT
ISHARES TR
+$1.8M
21,682
+449%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.8M
57,786
+90%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$1.7M
61,638
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
25,720
+2%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.5M
30,306
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.3M
45,567
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$1.3M
25,397
+279%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$1.3M
15,756
减持
TSLA
TESLA INC
+$1.2M
19,658
-0%
增持
ENTG
ENTEGRIS INC
+$1.2M
13,812
+450%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
19,686
+7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
27,450
+19%
减持
LLY
ELI LILLY & CO
-$1.0M
4,366
-20%
清仓
FLTR
VANECK ETF TRUST
-$995.0K
0
-100%
建仓
RVTY
REVVITY INC
+$983.2K
7,696
清仓
AIG
AMERICAN INTL GROUP INC
-$981.6K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$907.7K
38,813
-8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$892.5K
80,204
+17%
增持
IVV
ISHARES TR
+$878.5K
27,235
+0%
减持
FLRN
SPDR SER TR
-$868.9K
33,092
-46%
清仓
—
BLACKROCK INC
-$855.6K
0
-100%
建仓
SPHY
SPDR SER TR
+$795.5K
33,077
清仓
CLOZ
SERIES PORTFOLIOS TR
-$793.0K
0
-100%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$786.3K
29,177
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$786.3K
26,062
-55%
减持
COP
CONOCOPHILLIPS
-$719.3K
3,889
-61%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$711.8K
61,718
+92%
增持
IWM
ISHARES TR
+$685.7K
10,668
+30%
增持
DFSD
DIMENSIONAL ETF TRUST
+$659.9K
24,464
+126%
减持
NVO
NOVO-NORDISK A S
-$646.4K
13,677
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$635.2K
46,349
-1%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$600.3K
29,453
增持
COWG
PACER FDS TR
+$586.4K
28,470
+234%
增持
ORCL
ORACLE CORP
+$567.6K
18,726
+1%
减持
GE
GE AEROSPACE
+$551.3K
20,772
-2%
清仓
CLOI
VANECK ETF TRUST
-$547.4K
0
-100%
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$543.6K
0
-100%
减持
RTX
RTX CORPORATION
+$537.9K
26,685
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$536.1K
5,472
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$533.8K
4,507
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$522.2K
11,414
-1%
清仓
—
SUPER MICRO COMPUTER INC
-$510.6K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$509.6K
9,503
减持
FLOT
ISHARES TR
-$509.5K
114,434
-8%
减持
GEV
GE VERNOVA INC
+$496.8K
6,207
-2%
增持
VFLO
VICTORY PORTFOLIOS II
+$484.6K
24,747
+125%
减持
GLD
SPDR GOLD TR
+$456.2K
28,298
-5%
增持
FTEC
FIDELITY COVINGTON TRUST
+$454.5K
34,502
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$450.8K
13,658
+1%
减持
GOOG
ALPHABET INC
-$430.2K
12,191
-9%
清仓
JBBB
JANUS DETROIT STR TR
-$417.0K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$412.9K
24,058
+9%
清仓
BP
BP PLC
-$402.4K
0
-100%
建仓
NMT
NUVEEN MASSACHUSETS QLT MUN
+$396.4K
33,937
增持
HD
HOME DEPOT INC
+$384.7K
6,123
+1%
增持
MA
MASTERCARD INCORPORATED
+$375.0K
2,956
+20%
减持
MRK
MERCK & CO INC
-$374.1K
34,371
-1%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$373.3K
11,211
+105%
清仓
—
ESTABLISHMENT LABS HLDGS INC
-$372.6K
0
-100%
增持
ITA
ISHARES TR
+$366.0K
10,699
+14%
增持
SO
SOUTHERN CO
+$362.6K
28,497
+0%
建仓
IEI
ISHARES TR
+$356.7K
2,982
增持
URNM
SPROTT FDS TR
+$351.7K
14,611
+126%
增持
FNDX
SCHWAB STRATEGIC TR
+$351.1K
46,703
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$337.9K
3,059
+4%
增持
IAU
ISHARES GOLD TR
+$335.5K
43,414
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$332.0K
36,168
+31%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$332.0K
36,200
-1%
建仓
VRT
VERTIV HOLDINGS CO
+$329.6K
3,313
减持
NEE
NEXTERA ENERGY INC
+$322.0K
25,321
-1%
减持
COWZ
PACER FDS TR
+$316.8K
226,192
-3%
减持
MCD
MCDONALDS CORP
+$314.5K
8,224
-4%
增持
PYLD
PIMCO ETF TR
+$311.4K
24,398
+85%
增持
FLRT
PACER FDS TR
+$303.8K
19,764
+48%
增持
ABT
ABBOTT LABS
+$301.7K
18,345
+7%
建仓
VPLS
VANGUARD MALVERN FDS
+$292.1K
3,682
增持
AEE
AMEREN CORP
+$290.0K
13,744
+7%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$285.3K
1,079
建仓
DFAE
DIMENSIONAL ETF TRUST
+$285.2K
10,403
增持
IEFA
ISHARES TR
+$284.6K
25,798
+8%
增持
MSFT
MICROSOFT CORP
-$283.5K
36,739
+2%
建仓
MUSI
AMERICAN CENTY ETF TR
+$281.1K
6,290
减持
UITB
VICTORY PORTFOLIOS II
-$280.8K
7,862
-45%
增持
SCHD
SCHWAB STRATEGIC TR
+$276.8K
18,160
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$274.8K
15,287
+3%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$273.8K
180,961
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$273.1K
48,648
+4%
增持
TCAF
T ROWE PRICE ETF INC
+$271.9K
21,365
+53%
减持
ABBV
ABBVIE INC
+$271.6K
10,496
-0%
增持
JNJ
JOHNSON & JOHNSON
+$269.3K
16,420
+0%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$265.1K
3,294
减持
IRM
IRON MTN INC DEL
+$265.0K
9,414
-1%
清仓
SYK
STRYKER CORPORATION
-$263.4K
0
-100%
增持
AGG
ISHARES TR
+$258.3K
15,093
+15%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$256.4K
35,387
+143%
清仓
FBCG
FIDELITY COVINGTON TRUST
-$248.9K
0
-100%
增持
WMT
WALMART INC
+$248.9K
18,865
+0%
建仓
C
CITIGROUP INC
+$248.8K
3,975
清仓
INTC
INTEL CORP
-$247.5K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$242.9K
9,280
-20%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$241.6K
19,512
清仓
CNM
CORE & MAIN INC
-$240.4K
0
-100%
减持
DVY
ISHARES TR
+$239.9K
18,184
-1%
清仓
QRVO
QORVO INC
-$239.2K
0
-100%
清仓
—
ASPEN TECHNOLOGY INC
-$239.2K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$238.0K
0
-100%
建仓
EXC
EXELON CORP
+$236.9K
5,843
增持
VO
VANGUARD INDEX FDS
+$235.7K
10,687
+0%
建仓
AXP
AMERICAN EXPRESS CO
+$235.2K
867
增持
COST
COSTCO WHSL CORP NEW
+$232.4K
3,651
+3%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$231.5K
14,674
+0%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$230.6K
35,513
-22%
清仓
FDS
FACTSET RESH SYS INC
-$229.9K
0
-100%
增持
SMH
VANECK ETF TRUST
-$228.2K
17,219
+1%
清仓
ANGL
VANECK ETF TRUST
-$226.2K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$225.7K
15,019
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$223.4K
48,068
+3%
建仓
MKC
MCCORMICK & CO INC
+$223.0K
2,710
建仓
—
CHUBB LIMITED
+$222.4K
771
建仓
NKE
NIKE INC
+$218.4K
2,470
建仓
ABFL
TRIMTABS ETF TR
+$217.4K
3,335
建仓
CWS
ADVISORSHARES TR
+$216.9K
3,157
建仓
TTEK
TETRA TECH INC NEW
+$216.8K
4,596
清仓
HEWJ
ISHARES TR
-$215.6K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$215.4K
0
-100%
建仓
GDXJ
VANECK ETF TRUST
+$213.6K
4,377
清仓
SNPS
SYNOPSYS INC
-$212.4K
0
-100%
建仓
—
AON PLC
+$212.1K
613
建仓
CMI
CUMMINS INC
+$211.8K
654
减持
GIS
GENERAL MLS INC
-$211.3K
7,844
-37%
减持
META
META PLATFORMS INC
+$209.2K
3,491
-2%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$207.1K
0
-100%
清仓
DE
DEERE & CO
-$204.8K
0
-100%
建仓
IQLT
ISHARES TR
+$204.7K
4,934
清仓
DELL
DELL TECHNOLOGIES INC
-$204.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$203.8K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$203.7K
0
-100%
