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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 43
增持 72
减持 20
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$6.1M
50,254
增持
FLOT
ISHARES TR
+$5.8M
136,390
+475%
增持
AAPL
APPLE INC
+$4.7M
92,721
+1%
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
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.3M
1,026,262
+4%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.1M
85,941
增持
GLD
SPDR GOLD TR
+$3.7M
36,470
+19%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
113,609
+2%
减持
VOO
VANGUARD INDEX FDS
-$3.5M
25,477
-24%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
116,678
+0%
增持
GOOGL
ALPHABET INC
+$3.2M
26,334
+43%
增持
AGG
ISHARES TR
+$2.2M
28,994
+335%
增持
MSFT
MICROSOFT CORP
+$2.2M
40,589
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
22,667
+8%
减持
TSLA
TESLA INC
+$2.1M
17,782
-3%
增持
GE
GE AEROSPACE
+$2.0M
22,914
+21%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
35,849
+3%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.9M
19,916
增持
IVV
ISHARES TR
+$1.8M
29,322
+2%
建仓
OKLO
OKLO INC
+$1.8M
16,093
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.6M
23,650
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
30,639
+5%
建仓
RAAX
VANECK ETF TRUST
+$1.6M
46,490
建仓
JMSI
J P MORGAN EXCHANGE TRADED F
+$1.5M
29,933
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.4M
42,537
+4%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.3M
48,519
+143%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.2M
16,541
清仓
COWZ
PACER FDS TR
-$1.2M
0
-100%
减持
AVGO
BROADCOM INC
+$1.2M
26,868
-4%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.1M
120,348
+24%
增持
GOOG
ALPHABET INC
+$1.1M
13,902
+10%
减持
PFE
PFIZER INC
-$1.1M
18,747
-72%
建仓
RBRK
RUBRIK INC.
+$1.1M
13,534
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
263,494
+2%
建仓
LEMB
ISHARES INC
+$1.1M
25,765
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
20,926
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$1.0M
14,879
清仓
NOG
NORTHERN OIL & GAS INC
-$957.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$917.0K
214,637
+8%
建仓
RKLB
ROCKET LAB CORP
+$890.4K
18,586
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$827.9K
12,216
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$825.0K
23,827
+68%
增持
IWM
ISHARES TR
+$815.6K
11,127
+28%
建仓
TLH
ISHARES TR
+$803.4K
7,800
建仓
IAUM
ISHARES GOLD TR
+$789.9K
20,517
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$780.6K
46,028
+3%
增持
IAU
ISHARES GOLD TR
+$778.4K
55,297
+6%
增持
AVLV
AMERICAN CENTY ETF TR
+$762.4K
58,666
+15%
减持
SMH
VANECK ETF TRUST
+$738.9K
16,764
-1%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$738.2K
149,605
+3%
减持
JSI
JANUS DETROIT STR TR
-$736.6K
9,452
-60%
减持
AMD
ADVANCED MICRO DEVICES INC
+$732.4K
38,271
-1%
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$723.9K
15,402
建仓
JEMA
J P MORGAN EXCHANGE TRADED F
+$721.6K
15,175
建仓
VYMI
VANGUARD WHITEHALL FDS
+$707.8K
8,359
减持
NVO
NOVO-NORDISK A S
-$688.6K
4,970
-64%
增持
AMZN
AMAZON COM INC
+$661.1K
95,756
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$654.6K
18,640
+143%
清仓
BTAL
AGF INVTS TR
-$638.8K
0
-100%
减持
GSST
GOLDMAN SACHS ETF TR
-$630.0K
12,138
-51%
增持
XLK
SELECT SECTOR SPDR TR
+$629.2K
14,356
+6%
建仓
NWN
NORTHWEST NAT HLDG CO
+$628.8K
13,996
建仓
JPIN
J P MORGAN EXCHANGE TRADED F
+$622.5K
9,346
增持
JPM
JPMORGAN CHASE & CO.
+$619.8K
17,257
+4%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$615.6K
12,198
增持
VYM
VANGUARD WHITEHALL FDS
+$603.8K
10,938
+55%
增持
RTX
RTX CORPORATION
+$603.8K
23,224
+3%
清仓
IEX
IDEX CORP
-$587.5K
0
-100%
建仓
FXI
ISHARES TR
+$575.9K
13,998
建仓
MUST
COLUMBIA ETF TR I
+$568.6K
27,695
增持
QQQ
INVESCO QQQ TR
+$567.7K
9,158
+2%
增持
PYLD
PIMCO ETF TR
+$562.8K
40,966
+103%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$553.5K
10,220
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$550.0K
11,784
减持
ITA
ISHARES TR
-$546.9K
8,936
-30%
增持
SLVR
SPROTT FDS TR
+$544.1K
16,802
+150%
建仓
UDN
INVESCO DB US DLR INDEX TR
+$543.1K
28,860
建仓
ILCG
ISHARES TR
+$536.0K
5,139
增持
GEV
GE VERNOVA INC
+$531.4K
5,512
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$530.5K
31,844
+73%
清仓
CSL
CARLISLE COS INC
-$528.7K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$526.9K
10,074
+72%
增持
GDX
VANECK ETF TRUST
+$526.1K
20,960
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$520.2K
3,415
+9%
建仓
ARKF
ARK ETF TR
+$519.0K
9,138
增持
HD
HOME DEPOT INC
+$518.2K
7,088
+10%
增持
LMT
LOCKHEED MARTIN CORP
+$515.0K
5,532
+14%
减持
USTB
VICTORY PORTFOLIOS II
-$504.4K
18,210
-35%
建仓
IMCG
ISHARES TR
+$503.7K
6,089
增持
CARY
ANGEL OAK FUNDS TRUST
+$492.6K
45,875
+104%
减持
FLRT
PACER FDS TR
-$491.0K
15,244
-40%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$477.4K
256,921
+10%
减持
JNJ
JOHNSON & JOHNSON
+$465.9K
15,917
-2%
建仓
PSX
PHILLIPS 66
+$463.6K
3,408
建仓
KWEB
KRANESHARES TRUST
+$461.3K
10,981
清仓
—
AMERICAN CENTY ETF TR
-$456.7K
0
-100%
清仓
CRM
SALESFORCE INC
-$452.2K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$451.5K
81,199
+2%
清仓
PCMM
BONDBLOXX ETF TRUST
-$450.9K
0
-100%
增持
C
CITIGROUP INC
+$442.1K
10,887
+40%
增持
VNQ
VANGUARD INDEX FDS
+$439.9K
7,550
+169%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$438.5K
35,285
-1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$434.2K
56,613
-16%
清仓
CGCB
CAPITAL GRP FIXED INCM ETF T
-$433.6K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$433.2K
15,396
+111%
增持
SO
SOUTHERN CO
+$432.8K
23,909
+20%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$426.9K
7,331
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$413.9K
24,435
+47%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$411.4K
28,312
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$408.3K
29,499
+20%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$407.6K
40,825
+114%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$406.4K
33,361
+143%
增持
FNDX
SCHWAB STRATEGIC TR
+$404.4K
164,072
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$403.8K
32,017
+3%
增持
DFEV
DIMENSIONAL ETF TRUST
+$396.3K
21,471
+123%
建仓
IWY
ISHARES TR
+$393.8K
1,439
增持
BKGI
BNY MELLON ETF TRUST
+$388.4K
40,565
+34%
增持
IUSB
ISHARES TR
+$387.0K
14,147
+139%
增持
SCHG
SCHWAB STRATEGIC TR
+$382.2K
102,612
+4%
清仓
VRT
VERTIV HOLDINGS CO
-$381.0K
0
-100%
增持
COWG
PACER FDS TR
+$380.6K
51,955
+21%
增持
DFUV
DIMENSIONAL ETF TRUST
+$376.6K
55,472
+12%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$376.2K
7,372
清仓
SPSM
SPDR SERIES TRUST
-$372.2K
0
-100%
清仓
SAP
SAP SE
-$369.0K
0
-100%
增持
—
ASTRAZENECA PLC
+$368.1K
25,596
+12%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$367.1K
11,158
增持
—
EXXON MOBIL CORP
+$366.3K
56,800
+1%
减持
ABBV
ABBVIE INC
+$365.7K
8,242
-1%
增持
IEMG
ISHARES INC
+$363.3K
11,743
+72%
建仓
—
MEDTRONIC PLC
+$363.3K
3,814
建仓
JABS
JANUS DETROIT STR TR
+$362.4K
7,190
建仓
ILCV
ISHARES TR
+$358.2K
3,979
清仓
WHR
WHIRLPOOL CORP
-$352.9K
0
-100%
建仓
PRIM
PRIMORIS SVCS CORP
+$343.7K
2,503
增持
VGT
VANGUARD WORLD FD
+$332.9K
2,806
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$330.6K
4,774
+8%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$328.2K
4,552
减持
SCHO
SCHWAB STRATEGIC TR
-$328.0K
38,192
-26%
建仓
SPHY
SPDR SERIES TRUST
+$325.6K
13,601
增持
VFLO
VICTORY PORTFOLIOS II
+$321.2K
50,241
+14%
建仓
SPYG
SPDR SERIES TRUST
+$318.5K
3,048
增持
DGRW
WISDOMTREE TR
+$318.3K
14,950
+24%
清仓
XLB
SELECT SECTOR SPDR TR
-$318.2K
0
-100%
建仓
HDEF
DBX ETF TR
+$314.6K
10,695
增持
DFAS
DIMENSIONAL ETF TRUST
+$313.8K
20,639
+20%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
-$305.0K
21,841
-30%
增持
IEI
ISHARES TR
+$303.8K
13,209
+23%
减持
GDMN
WISDOMTREE TR
+$303.4K
13,585
-12%
清仓
STIM
NEURONETICS INC
-$303.3K
0
-100%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$296.9K
16,711
+4%
