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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 29
增持 37
减持 49
清仓 35
方向
标的
Δ市值
现股数(环比)
减持
FLOT
ISHARES TR
-$3.5M
20,313
-77%
减持
AAPL
APPLE INC
-$3.4M
91,468
-2%
增持
TLT
ISHARES TR
+$3.4M
41,502
+1023%
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
GLD
SPDR GOLD TR
+$3.4M
34,058
+31%
减持
TSLA
TESLA INC
-$3.0M
17,300
-8%
增持
AMZN
AMAZON COM INC
-$2.4M
91,795
+0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$2.4M
113,634
+667%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
27,933
+2%
增持
NVDA
NVIDIA CORPORATION
-$2.2M
113,596
+4%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
35,851
-1%
增持
VTI
VANGUARD INDEX FDS
-$1.6M
111,789
+1%
增持
MSFT
MICROSOFT CORP
-$1.5M
37,076
+0%
增持
DNP
DNP SELECT INCOME FD INC
+$1.5M
1,230,048
+2%
清仓
CGCV
CAPITAL GROUP CONSERVATIVE E
-$1.4M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
-$1.3M
29,681
+6%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$1.2M
107,743
建仓
EWZ
ISHARES INC
+$1.2M
48,030
减持
COWZ
PACER FDS TR
-$1.2M
212,651
-6%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$1.2M
10,409
清仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$1.1M
0
-100%
减持
IVV
ISHARES TR
-$970.2K
27,739
-1%
减持
CALF
PACER FDS TR
-$931.5K
67,115
-14%
清仓
ARM
ARM HOLDINGS PLC
-$861.3K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$853.8K
4,279
-51%
减持
QQQ
INVESCO QQQ TR
-$818.6K
8,954
-9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$804.6K
963,486
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$781.5K
14,642
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$772.2K
3,593
-31%
增持
TBIL
RBB FD INC
+$766.6K
92,738
+20%
增持
FTEC
FIDELITY COVINGTON TRUST
-$749.8K
38,055
+2%
增持
AVGO
BROADCOM INC
-$712.7K
25,193
+17%
减持
AGG
ISHARES TR
-$706.4K
6,611
-53%
减持
VZ
VERIZON COMMUNICATIONS INC
-$682.3K
19,853
-50%
增持
DFSD
DIMENSIONAL ETF TRUST
+$636.0K
49,617
+35%
建仓
VECO
VEECO INSTRS INC DEL
+$621.5K
30,495
减持
GE
GE AEROSPACE
+$609.6K
18,715
-0%
建仓
BTAL
AGF INVTS TR
+$589.9K
28,578
建仓
SGOL
ETFS GOLD TR
+$581.4K
19,782
清仓
ACM
AECOM
-$578.7K
0
-100%
减持
ORCL
ORACLE CORP
-$555.1K
18,576
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$553.2K
246,111
+2%
增持
VOO
VANGUARD INDEX FDS
+$553.1K
23,252
+11%
减持
DFAT
DIMENSIONAL ETF TRUST
-$542.1K
77,606
-5%
减持
MRK
MERCK & CO INC
-$498.0K
28,382
-7%
清仓
—
SEALED AIR CORP NEW
-$493.2K
0
-100%
减持
TCAF
T ROWE PRICE ETF INC
-$492.3K
10,941
-57%
增持
VFLO
VICTORY PORTFOLIOS II
+$492.3K
41,774
+53%
清仓
BRW
SABA CAPITAL INCOME & OPRNT
-$488.1K
0
-100%
建仓
GDMN
WISDOMTREE TR
+$481.1K
11,218
增持
IAU
ISHARES GOLD TR
+$477.7K
51,174
+1%
清仓
PSFF
PACER FDS TR
-$471.4K
0
-100%
增持
GOOGL
ALPHABET INC
-$468.4K
18,230
+5%
建仓
SJB
PROSHARES TR
+$467.4K
28,995
增持
SMH
VANECK ETF TRUST
-$464.4K
17,955
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$460.8K
205,826
+6%
减持
GOOG
ALPHABET INC
-$455.7K
12,240
-1%
减持
RTX
RTX CORPORATION
+$452.5K
28,692
-0%
减持
—
ASML HOLDING N V
-$412.4K
829
-41%
建仓
SPDN
DIREXION SHS ETF TR
+$403.6K
34,641
清仓
VRT
VERTIV HOLDINGS CO
-$398.2K
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$395.0K
14,490
+162%
建仓
PCMM
BONDBLOXX ETF TRUST
+$390.8K
7,662
减持
FALN
ISHARES TR
-$379.3K
20,645
-41%
清仓
RVTY
REVVITY INC
-$371.9K
0
-100%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$366.3K
207,735
-6%
清仓
SJNK
SPDR SER TR
-$364.2K
0
-100%
建仓
CME
CME GROUP INC
+$361.1K
1,377
减持
BLK
BLACKROCK INC
-$359.3K
1,134
-19%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$357.5K
166,130
+4%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$356.4K
21,102
-40%
建仓
TMUS
T-MOBILE US INC
+$354.7K
1,339
减持
SPHY
SPDR SER TR
-$352.5K
19,451
-43%
减持
ASHR
DBX ETF TR
-$351.5K
17,601
-43%
减持
—
EATON CORP PLC
-$345.1K
2,189
-23%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$342.0K
13,700
+99%
减持
BX
BLACKSTONE INC
-$341.6K
9,059
-2%
增持
XLK
SELECT SECTOR SPDR TR
-$341.3K
13,425
+0%
增持
BDX
BECTON DICKINSON & CO
+$333.2K
3,531
+70%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$332.3K
6,565
建仓
PSQO
PALMER SQUARE FUNDS TRUST
+$329.9K
16,301
建仓
COIN
COINBASE GLOBAL INC
+$327.2K
1,881
减持
DHR
DANAHER CORPORATION
-$327.1K
1,666
-43%
清仓
SHYL
DBX ETF TR
-$324.7K
0
-100%
减持
ABT
ABBOTT LABS
+$320.9K
18,472
-0%
建仓
KWEB
KRANESHARES TRUST
+$318.8K
9,099
清仓
COHR
COHERENT CORP
-$318.1K
0
-100%
清仓
LITE
LUMENTUM HLDGS INC
-$316.8K
0
-100%
建仓
—
MANAGED PORTFOLIO SERIES
+$316.4K
8,713
清仓
CIEN
CIENA CORP
-$315.2K
0
-100%
增持
FLRT
PACER FDS TR
+$313.5K
27,925
+33%
清仓
CEFS
EXCHANGE LISTED FDS TR
-$308.4K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$306.3K
50,240
+7%
减持
CVX
CHEVRON CORP NEW
+$305.5K
15,629
-1%
减持
GEV
GE VERNOVA INC
-$300.7K
5,381
-8%
建仓
VTIP
VANGUARD MALVERN FDS
+$299.4K
6,004
减持
AGI
ALAMOS GOLD INC NEW
+$298.7K
42,357
-6%
清仓
UAL
UNITED AIRLS HLDGS INC
-$296.0K
0
-100%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$294.3K
35,823
-0%
清仓
XYL
XYLEM INC
-$293.8K
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$293.7K
16,219
-29%
建仓
PBTP
INVESCO EXCH TRADED FD TR II
+$292.2K
11,265
减持
VB
VANGUARD INDEX FDS
-$288.7K
10,554
-3%
减持
IWM
ISHARES TR
-$287.9K
9,979
-4%
清仓
ITRI
ITRON INC
-$285.0K
0
-100%
建仓
PFFA
ETFIS SER TR I
+$283.8K
13,287
清仓
VPU
VANGUARD WORLD FD
-$280.9K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$280.0K
15,917
+3%
减持
RRX
REGAL REXNORD CORPORATION
-$279.8K
5,262
-9%
清仓
INOD
INNODATA INC
-$277.6K
0
-100%
清仓
HYDB
ISHARES TR
-$276.4K
0
-100%
清仓
PAY
PAYMENTUS HOLDINGS INC
-$273.2K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$270.5K
1,317
清仓
BMI
BADGER METER INC
-$269.7K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$269.6K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$269.3K
45,101
-1%
清仓
BGH
BARINGS GLOBAL SHORT DURATIO
-$265.8K
0
-100%
增持
SO
SOUTHERN CO
+$263.4K
28,699
+0%
建仓
—
CONFLUENT INC
+$259.4K
10,660
减持
JNJ
JOHNSON & JOHNSON
+$257.0K
15,798
-2%
清仓
DFAE
DIMENSIONAL ETF TRUST
-$256.8K
0
-100%
清仓
NTGR
NETGEAR INC
-$255.1K
0
-100%
清仓
CGMS
CAPITAL GRP FIXED INCM ETF T
-$254.5K
0
-100%
减持
—
EXXON MOBIL CORP
+$253.4K
49,164
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$252.2K
10,944
-1%
清仓
SDHY
PGIM SHORT DUR HIG YLD OPP F
-$249.8K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$246.3K
16,255
+3%
减持
AMGN
AMGEN INC
+$245.2K
11,102
-9%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$243.4K
66,386
-1%
建仓
OXY
OCCIDENTAL PETE CORP
+$241.6K
4,948
清仓
XLY
SELECT SECTOR SPDR TR
-$241.4K
0
-100%
增持
JEF
JEFFERIES FINL GROUP INC
-$239.3K
9,450
+1%
增持
CLOZ
SERIES PORTFOLIOS TR
+$237.2K
25,851
+55%
清仓
ZTS
ZOETIS INC
-$236.9K
0
-100%
建仓
FCPI
FIDELITY COVINGTON TRUST
+$236.9K
5,582
增持
ARKK
ARK ETF TR
+$235.6K
10,189
+122%
增持
JBBB
JANUS DETROIT STR TR
+$235.3K
9,963
+96%
建仓
DE
DEERE & CO
+$232.7K
500
减持
VGT
VANGUARD WORLD FD
-$232.5K
2,472
-2%
建仓
ITW
ILLINOIS TOOL WKS INC
+$231.7K
940
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$231.5K
48,809
-18%
建仓
DOCU
DOCUSIGN INC
+$230.3K
2,769
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$230.2K
1,327
+26%
建仓
NTNX
NUTANIX INC
+$228.8K
3,221
清仓
DAL
DELTA AIR LINES INC DEL
-$227.8K
0
-100%
清仓
SPE
SPECIAL OPPORTUNITIES FD INC
-$227.4K
0
-100%
减持
FDHY
FIDELITY COVINGTON TRUST
-$227.3K
11,002
-30%
减持
LLY
ELI LILLY & CO
+$227.2K
5,073
-1%
建仓
BINC
BLACKROCK ETF TRUST II
+$225.1K
4,300
清仓
ISRG
INTUITIVE SURGICAL INC
-$224.4K
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$223.9K
0
-100%