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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 36
增持 59
减持 28
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
COWZ
PACER FDS TR
-$10.4M
21,200
-90%
增持
VOO
VANGUARD INDEX FDS
+$7.2M
33,581
+44%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
116,503
+3%
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
MSFT
MICROSOFT CORP
+$4.8M
37,905
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
20,933
+43%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.7M
983,194
+2%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$4.1M
0
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$3.5M
50,972
增持
AVGO
BROADCOM INC
+$3.4M
27,933
+11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.4M
38,474
+91%
减持
TLT
ISHARES TR
-$3.3M
4,792
-88%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$3.3M
62,376
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.3M
29,233
+242%
减持
VTI
VANGUARD INDEX FDS
+$3.2M
110,943
-1%
增持
AMZN
AMAZON COM INC
+$2.7M
92,821
+1%
增持
IVV
ISHARES TR
+$2.3M
28,713
+4%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.3M
96,894
+95%
减持
CALF
PACER FDS TR
-$2.1M
9,215
-86%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.0M
257,979
+5%
减持
VUG
VANGUARD INDEX FDS
+$2.0M
34,921
-3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.9M
40,744
+7%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.6M
44,877
+51%
清仓
LNG
CHENIERE ENERGY INC
-$1.4M
0
-100%
清仓
TDIV
FIRST TR EXCHANGE TRADED FD
-$1.3M
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.3M
51,676
建仓
GSST
GOLDMAN SACHS ETF TR
+$1.2M
24,629
增持
TSLA
TESLA INC
+$1.2M
18,239
+5%
建仓
JSI
JANUS DETROIT STR TR
+$1.2M
23,387
增持
GEV
GE VERNOVA INC
+$1.2M
5,401
+0%
减持
ABT
ABBOTT LABS
-$1.2M
8,935
-52%
建仓
BKGI
BNY MELLON ETF TRUST
+$1.2M
30,322
清仓
PBA
PEMBINA PIPELINE CORP
-$1.2M
0
-100%
增持
GE
GE AEROSPACE
+$1.1M
18,892
+1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.1M
5,844
-63%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.1M
0
-100%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$1.0M
16,025
+54%
减持
ORCL
ORACLE CORP
+$1.0M
16,715
-10%
增持
AAPL
APPLE INC
-$1.0M
92,131
+1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$1.0M
19,063
-82%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$986.3K
145,683
+28%
减持
ENTG
ENTEGRIS INC
-$948.5K
2,512
-81%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$925.8K
19,988
减持
SMH
VANECK ETF TRUST
+$922.5K
16,968
-5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$885.7K
42,477
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$879.1K
28,454
+2%
清仓
NWN
NORTHWEST NAT HLDG CO
-$858.3K
0
-100%
清仓
ATO
ATMOS ENERGY CORP
-$818.7K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$803.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$789.5K
16,638
+0%
减持
SO
SOUTHERN CO
-$782.3K
19,961
-30%
减持
SLQD
ISHARES TR
-$748.1K
5,352
-74%
建仓
IVW
ISHARES TR
+$734.6K
6,672
减持
QQQ
INVESCO QQQ TR
+$731.5K
8,938
-0%
建仓
CLOA
BLACKROCK ETF TRUST II
+$719.4K
13,856
增持
COST
COSTCO WHSL CORP NEW
+$711.3K
4,299
+13%
清仓
XT
ISHARES TR
-$702.3K
0
-100%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$702.2K
222,731
-14%
减持
NEE
NEXTERA ENERGY INC
-$698.4K
12,840
-43%
增持
BIL
SPDR SERIES TRUST
+$696.4K
16,823
+82%
清仓
CLOZ
SERIES PORTFOLIOS TR
-$686.6K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$657.4K
7,224
+30%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$651.9K
67,612
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$646.7K
13,495
+1%
建仓
ZTWO
RBB FD INC
+$643.2K
12,656
清仓
VECO
VEECO INSTRS INC DEL
-$621.5K
0
-100%
清仓
RRX
REGAL REXNORD CORPORATION
-$621.1K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$606.8K
0
-100%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$597.8K
234,225
+13%
建仓
IEX
IDEX CORP
+$587.5K
3,346
清仓
SGOL
ETFS GOLD TR
-$581.4K
0
-100%
增持
META
META PLATFORMS INC
+$572.8K
3,506
+0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$550.5K
7,689
-48%
增持
HON
HONEYWELL INTL INC
+$547.8K
13,588
+9%
建仓
AVUV
AMERICAN CENTY ETF TR
+$536.0K
5,884
建仓
CSL
CARLISLE COS INC
+$528.7K
1,416
增持
DNP
DNP SELECT INCOME FD INC
+$521.6K
1,299,663
+6%
增持
TBIL
RBB FD INC
+$517.5K
103,080
+11%
增持
DFUV
DIMENSIONAL ETF TRUST
+$507.3K
49,726
+27%
减持
RTX
RTX CORPORATION
-$497.1K
22,478
-22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$495.1K
44,715
-1%
清仓
JBBB
JANUS DETROIT STR TR
-$485.8K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$468.9K
99,013
+2%
清仓
ASHR
DBX ETF TR
-$468.5K
0
-100%
清仓
SJB
PROSHARES TR
-$467.4K
0
-100%
清仓
SPHY
SPDR SER TR
-$455.3K
0
-100%
减持
ITA
ISHARES TR
+$451.5K
12,812
-0%
清仓
CLOI
VANECK ETF TRUST
-$449.2K
0
-100%
建仓
CPZ
CALAMOS LNG SHR EQT DYNAMIC
+$445.2K
27,431
建仓
LRCX
LAM RESEARCH CORP
+$435.6K
4,475
增持
GOOGL
ALPHABET INC
+$424.8K
18,375
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$422.1K
4,427
+26%
增持
VGT
VANGUARD WORLD FD
+$419.4K
2,657
+7%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$417.6K
7,677
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$414.0K
8,107
减持
PULS
PGIM ETF TR
-$408.5K
22,866
-26%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$406.7K
151,432
-9%
减持
CVX
CHEVRON CORP NEW
-$399.2K
15,340
-2%
建仓
TPYP
TORTOISE CAPITAL SERIES TRUS
+$398.8K
11,162
增持
INTU
INTUIT
+$393.6K
1,451
+16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$391.9K
10,388
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$383.3K
24,654
+4%
清仓
KMB
KIMBERLY-CLARK CORP
-$382.0K
0
-100%
增持
DHR
DANAHER CORPORATION
+$381.4K
3,667
+120%
建仓
VRT
VERTIV HOLDINGS CO
+$381.0K
2,967
建仓
QQQI
NEOS ETF TRUST
+$380.2K
7,309
减持
GLD
SPDR GOLD TR
-$365.5K
30,538
-10%
增持
DFIV
DIMENSIONAL ETF TRUST
+$361.2K
16,649
+88%
增持
IEI
ISHARES TR
+$356.5K
10,705
+38%
增持
COWG
PACER FDS TR
+$355.4K
42,876
+15%
建仓
WHR
WHIRLPOOL CORP
+$352.9K
3,480
减持
PEP
PEPSICO INC
-$349.0K
6,648
-19%
建仓
SIL
GLOBAL X FDS
+$344.2K
7,149
增持
C
CITIGROUP INC
+$341.7K
7,788
+70%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$334.4K
843
增持
GOOG
ALPHABET INC
+$333.7K
12,649
+3%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$332.3K
0
-100%
增持
IEFA
ISHARES TR
+$328.2K
27,445
+7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$327.4K
199,451
-3%
清仓
COIN
COINBASE GLOBAL INC
-$327.2K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$324.7K
18,413
+93%
清仓
KWEB
KRANESHARES TRUST
-$318.8K
0
-100%
增持
NGG
NATIONAL GRID PLC
+$318.4K
11,680
+39%
建仓
XLB
SELECT SECTOR SPDR TR
+$318.2K
3,624
清仓
—
MANAGED PORTFOLIO SERIES
-$316.4K
0
-100%
建仓
ES
EVERSOURCE ENERGY
+$311.2K
4,892
增持
WMT
WALMART INC
+$309.4K
19,599
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$304.6K
34,898
+53%
增持
FNDX
SCHWAB STRATEGIC TR
+$301.4K
159,358
+3%
清仓
VTIP
VANGUARD MALVERN FDS
-$299.4K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$299.2K
10,177
建仓
ARKW
ARK ETF TR
+$295.4K
2,001
增持
GDMN
WISDOMTREE TR
+$295.0K
15,391
+37%
建仓
ECL
ECOLAB INC
+$292.3K
1,085
清仓
PBTP
INVESCO EXCH TRADED FD TR II
-$292.2K
0
-100%
建仓
EMB
ISHARES TR
+$290.9K
3,141
增持
DFAI
DIMENSIONAL ETF TRUST
+$290.0K
38,894
+16%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$288.4K
9,617
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$287.6K
8,874
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$283.1K
3,888
增持
DFAS
DIMENSIONAL ETF TRUST
+$282.4K
17,252
+26%
增持
DFAT
DIMENSIONAL ETF TRUST
+$282.2K
79,227
+2%
建仓
FHN
FIRST HORIZON CORPORATION
+$280.4K
13,224
增持
CRWD
CROWDSTRIKE HLDGS INC
+$280.2K
1,360
+18%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$278.9K
5,730
+1%
建仓
SNOW
SNOWFLAKE INC
+$278.6K
1,245
建仓
EDGF
ADVISORS INNER CIRCLE FD II
+$274.5K
11,095
建仓
MUB
ISHARES TR
+$274.0K
2,622
减持
XLV
SELECT SECTOR SPDR TR
-$270.9K
7,271
-16%
增持
IAU
ISHARES GOLD TR
+$270.8K
52,046
+2%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$270.5K
0
-100%
