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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 39
增持 43
减持 49
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$3.7M
91,762
+4%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$2.9M
107,358
减持
TSLA
TESLA INC
+$2.4M
18,765
-5%
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。
减持
DNP
DNP SELECT INCOME FD INC
-$2.3M
1,211,538
-6%
减持
TLT
ISHARES TR
-$1.8M
3,695
-83%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.7M
241,991
+16%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
111,012
+3%
建仓
BLK
BLACKROCK INC
+$1.4M
1,397
减持
FLOT
ISHARES TR
-$1.3M
89,934
-21%
减持
DHR
DANAHER CORPORATION
-$1.2M
2,919
-57%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$1.2M
6,875
-77%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
109,488
-2%
增持
HON
HONEYWELL INTL INC
+$1.1M
12,285
+55%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
15,215
+11%
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$1.1M
18,960
减持
MRVL
MARVELL TECHNOLOGY INC
+$1.0M
28,020
-1%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$1.0M
9,328
-80%
减持
REGN
REGENERON PHARMACEUTICALS
-$1.0M
1,284
-30%
减持
AMGN
AMGEN INC
-$980.7K
12,134
-6%
减持
AVGO
BROADCOM INC
+$969.4K
21,452
-8%
建仓
MAIN
MAIN STR CAP CORP
+$956.8K
16,333
增持
VOO
VANGUARD INDEX FDS
+$936.4K
21,017
+7%
建仓
RRX
REGAL REXNORD CORPORATION
+$900.8K
5,807
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$898.0K
946,405
+6%
增持
FTEC
FIDELITY COVINGTON TRUST
+$875.4K
37,300
+8%
减持
MRK
MERCK & CO INC
-$872.6K
30,464
-11%
减持
AAPL
APPLE INC
+$824.7K
93,252
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$820.4K
32,748
+19%
建仓
ASHR
DBX ETF TR
+$820.0K
30,980
增持
SLQD
ISHARES TR
+$803.3K
20,345
+392%
减持
GE
GE AEROSPACE
-$786.1K
18,773
-10%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$764.4K
35,885
-1%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$746.2K
159,316
-12%
增持
IVV
ISHARES TR
+$742.2K
27,947
+3%
减持
PULS
PGIM ETF TR
-$717.1K
29,946
-32%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$709.9K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$703.5K
10,754
-21%
增持
AMD
ADVANCED MICRO DEVICES INC
-$696.4K
17,175
+2%
清仓
XOP
SPDR SER TR
-$670.4K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$665.7K
1,608
-34%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$625.0K
22,781
+41%
减持
RVTY
REVVITY INC
-$611.3K
3,332
-57%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$601.5K
19,383
-24%
减持
UNH
UNITEDHEALTH GROUP INC
-$572.7K
5,192
-5%
减持
GLD
SPDR GOLD TR
-$570.6K
26,050
-8%
建仓
RTH
VANECK ETF TRUST
+$554.9K
2,475
增持
DFSD
DIMENSIONAL ETF TRUST
+$554.3K
36,738
+50%
减持
CALF
PACER FDS TR
-$548.1K
78,231
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$521.4K
27,266
+6%
建仓
BA
BOEING CO
+$512.6K
2,896
建仓
BRW
SABA CAPITAL INCOME & OPRNT
+$488.1K
64,060
增持
—
EXXON MOBIL CORP
-$478.0K
51,452
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$474.3K
16,344
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$472.1K
1,052
-45%
增持
TBIL
RBB FD INC
+$466.7K
77,604
+14%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$465.5K
266,616
-7%
增持
GSC
GOLDMAN SACHS ETF TR
+$456.5K
17,742
+107%
建仓
CLOI
VANECK ETF TRUST
+$449.5K
8,519
建仓
CLOZ
SERIES PORTFOLIOS TR
+$449.4K
16,676
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$445.1K
3,603
增持
GOOGL
ALPHABET INC
+$433.9K
17,337
+1%
清仓
MAX
MEDIAALPHA INC
-$432.6K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$429.9K
11,995
-7%
减持
—
ASTRAZENECA PLC
-$406.0K
19,466
-10%
减持
VPU
VANGUARD WORLD FD
-$402.4K
1,719
-56%
增持
IEI
ISHARES TR
+$397.2K
6,525
+119%
增持
XLF
SELECT SECTOR SPDR TR
+$397.2K
53,836
+11%
清仓
HSY
HERSHEY CO
-$394.3K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$392.4K
194,776
-0%
增持
LMT
LOCKHEED MARTIN CORP
-$392.2K
4,614
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$390.6K
8,755
+149%
建仓
SJNK
SPDR SER TR
+$364.2K
14,424
增持
LNG
CHENIERE ENERGY INC
+$361.2K
6,729
+12%
减持
GEV
GE VERNOVA INC
+$348.2K
5,870
-5%
减持
URNM
SPROTT FDS TR
-$345.5K
8,060
-45%
增持
IAU
ISHARES GOLD TR
+$339.4K
50,435
+16%
增持
CRM
SALESFORCE INC
+$337.5K
1,740
+95%
减持
NEE
NEXTERA ENERGY INC
-$333.1K
25,210
-0%
增持
DIS
DISNEY WALT CO
+$332.3K
8,592
+32%
减持
JNJ
JOHNSON & JOHNSON
-$331.7K
16,107
-2%
增持
GOOG
ALPHABET INC
+$327.7K
12,423
+2%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$325.7K
78,933
+0%
建仓
SHYL
DBX ETF TR
+$324.7K
7,254
清仓
FSLR
FIRST SOLAR INC
-$323.0K
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$316.8K
3,774
增持
V
VISA INC
+$316.5K
7,463
+0%
建仓
CIEN
CIENA CORP
+$315.2K
3,716
建仓
CEFS
EXCHANGE LISTED FDS TR
+$308.4K
14,400
减持
ENTG
ENTEGRIS INC
-$307.3K
12,588
-9%
减持
COWZ
PACER FDS TR
-$306.2K
226,177
-0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$302.0K
14,810
-50%
建仓
UAL
UNITED AIRLS HLDGS INC
+$296.0K
3,048
清仓
FHLC
FIDELITY COVINGTON TRUST
-$294.8K
0
-100%
建仓
XYL
XYLEM INC
+$293.8K
2,533
清仓
KMI
KINDER MORGAN INC DEL
-$291.4K
0
-100%
增持
—
ASML HOLDING N V
+$286.8K
1,402
+71%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$285.3K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$284.9K
3,493
减持
IRM
IRON MTN INC DEL
-$283.1K
7,949
-16%
清仓
MUSI
AMERICAN CENTY ETF TR
-$281.1K
0
-100%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$277.7K
221,571
+6%
建仓
INOD
INNODATA INC
+$277.6K
7,024
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$277.4K
7,736
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$277.4K
36,254
+6%
建仓
HYDB
ISHARES TR
+$276.4K
5,880
增持
CSCO
CISCO SYS INC
+$274.9K
28,668
+7%
建仓
ICSH
ISHARES TR
+$273.5K
5,423
建仓
PAY
PAYMENTUS HOLDINGS INC
+$273.2K
8,361
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$270.5K
7,734
减持
BDX
BECTON DICKINSON & CO
-$267.9K
2,072
-32%
清仓
PRU
PRUDENTIAL FINL INC
-$262.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$260.7K
92,304
+316%
建仓
ARKK
ARK ETF TR
+$260.6K
4,591
增持
QQQ
INVESCO QQQ TR
+$259.7K
9,815
+1%
增持
WMT
WALMART INC
+$259.5K
19,733
+5%
减持
ADBE
ADOBE INC
-$257.4K
1,042
-25%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$257.1K
2,241
建仓
NTGR
NETGEAR INC
+$255.1K
9,154
清仓
FCX
FREEPORT-MCMORAN INC
-$254.6K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$253.9K
45,580
-2%
增持
ITA
ISHARES TR
+$251.2K
12,743
+19%
建仓
JBBB
JANUS DETROIT STR TR
+$250.5K
5,096
建仓
SDHY
PGIM SHORT DUR HIG YLD OPP F
+$249.8K
15,496
减持
NMT
NUVEEN MASSACHUSETS QLT MUN
-$246.0K
13,078
-61%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$243.6K
0
-100%
减持
CGCV
CAPITAL GROUP CONSERVATIVE E
-$243.5K
54,124
-12%
增持
WFC
WELLS FARGO CO NEW
+$238.0K
15,061
+4%
减持
NOC
NORTHROP GRUMMAN CORP
-$236.5K
2,938
-4%
减持
PFF
ISHARES TR
-$235.0K
22,043
-21%
清仓
SLYV
SPDR SER TR
-$233.2K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$229.7K
2,534
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$229.6K
8,005
-7%
建仓
UBER
UBER TECHNOLOGIES INC
+$229.3K
3,802
建仓
DAL
DELTA AIR LINES INC DEL
+$227.8K
3,765
建仓
ET
ENERGY TRANSFER L P
+$225.2K
11,494
清仓
AMAT
APPLIED MATLS INC
-$222.4K
0
-100%
增持
MSFT
MICROSOFT CORP
-$222.3K
36,978
+1%
清仓
NMFC
NEW MTN FIN CORP
-$219.6K
0
-100%
清仓
NKE
NIKE INC
-$218.4K
0
-100%
减持
IEFA
ISHARES TR
-$218.0K
25,548
-1%
增持
SO
SOUTHERN CO
-$217.9K
28,570
+0%
建仓
SILJ
AMPLIFY ETF TR
+$217.6K
21,915
建仓
CLS
CELESTICA INC
+$216.9K
2,350
清仓
TTEK
TETRA TECH INC NEW
-$216.8K
0
-100%
建仓
WDAY
WORKDAY INC
+$216.7K
840
清仓
DEO
DIAGEO PLC
-$215.3K
0
-100%
减持
PYLD
PIMCO ETF TR
-$214.9K
16,793
-31%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$214.3K
1,272
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$214.2K
8,685
清仓
GDXJ
VANECK ETF TRUST
-$213.6K
0
-100%