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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 25
增持 46
减持 54
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
DFSD
DIMENSIONAL ETF TRUST
-$5.8M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$4.6M
15,413
-32%
增持
IVE
ISHARES TR
+$3.1M
23,249
+160%
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。
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$3.0M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.0M
1,057,447
+3%
增持
GOOGL
ALPHABET INC
+$2.9M
29,758
+13%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$2.5M
0
-100%
增持
GLD
SPDR GOLD TR
+$2.4M
38,805
+6%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$2.2M
34,135
减持
HON
HONEYWELL INTL INC
-$2.2M
3,828
-72%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
28,118
+10%
清仓
—
ASTRAZENECA PLC
-$2.0M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
37,519
-2%
减持
ORCL
ORACLE CORP
-$1.7M
9,898
-23%
减持
JPLD
J P MORGAN EXCHANGE TRADED F
-$1.6M
30,730
-51%
减持
LLY
ELI LILLY & CO
+$1.5M
5,548
-5%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$1.4M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.4M
40,608
+0%
减持
AGG
ISHARES TR
-$1.2M
17,007
-41%
增持
TLT
ISHARES TR
+$1.2M
18,608
+293%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.2M
32,209
+215%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$1.1M
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.1M
61,620
-24%
减持
BKGI
BNY MELLON ETF TRUST
-$1.0M
13,132
-68%
减持
GRID
FIRST TR EXCHANGE TRADED FD
-$996.7K
9,985
-40%
增持
AVLV
AMERICAN CENTY ETF TR
+$987.0K
68,974
+18%
减持
PG
PROCTER AND GAMBLE CO
-$981.4K
12,550
-31%
减持
VUG
VANGUARD INDEX FDS
-$961.0K
33,273
-7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$955.7K
22,903
+269%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$921.5K
26,484
-6%
增持
ABT
ABBOTT LABS
+$907.4K
16,994
+86%
减持
IVV
ISHARES TR
-$878.9K
27,369
-7%
减持
ITA
ISHARES TR
-$876.6K
4,627
-48%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$865.6K
8,804
减持
NVDA
NVIDIA CORPORATION
-$858.2K
112,127
-4%
减持
LEMB
ISHARES INC
-$855.4K
4,964
-81%
减持
HD
HOME DEPOT INC
-$843.4K
5,896
-17%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$840.2K
14,180
+230%
增持
AMGN
AMGEN INC
+$839.0K
13,117
+7%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$832.1K
42,835
-24%
增持
RAAX
VANECK ETF TRUST
+$822.5K
69,411
+49%
减持
DISV
DIMENSIONAL ETF TRUST
-$783.2K
9,299
-71%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$781.5K
277,808
+5%
减持
VTI
VANGUARD INDEX FDS
+$767.5K
113,493
-0%
增持
INTC
INTEL CORP
+$755.8K
26,867
+283%
增持
MRK
MERCK & CO INC
+$749.9K
28,892
+6%
增持
—
EXXON MOBIL CORP
+$711.8K
59,132
+4%
减持
DFUS
DIMENSIONAL ETF TRUST
-$706.6K
5,248
-65%
减持
GOOG
ALPHABET INC
+$699.4K
13,019
-6%
建仓
JFLI
J P MORGAN EXCHANGE TRADED F
+$693.2K
13,676
清仓
DFEV
DIMENSIONAL ETF TRUST
-$684.7K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$679.9K
24,924
-16%
减持
VB
VANGUARD INDEX FDS
-$675.5K
6,944
-28%
减持
VBR
VANGUARD INDEX FDS
-$655.5K
2,120
-60%
增持
OKLO
OKLO INC
-$630.4K
16,250
+1%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$627.8K
44,082
-12%
建仓
EWY
ISHARES INC
+$615.2K
6,328
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$595.8K
152,244
+2%
减持
AMZN
AMAZON COM INC
+$589.6K
93,643
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$548.1K
60,755
+13%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$521.9K
10,744
清仓
UBER
UBER TECHNOLOGIES INC
-$516.5K
0
-100%
建仓
GLDM
WORLD GOLD TR
+$508.7K
5,959
建仓
DFAC
DIMENSIONAL ETF TRUST
+$502.2K
12,686
减持
FLOT
ISHARES TR
-$497.6K
127,210
-7%
清仓
TMUS
T-MOBILE US INC
-$494.5K
0
-100%
清仓
QQQI
NEOS ETF TRUST
-$494.3K
0
-100%
增持
RKLB
ROCKET LAB CORP
+$490.1K
19,790
+6%
减持
TSLA
TESLA INC
-$488.3K
16,499
-7%
增持
NEE
NEXTERA ENERGY INC
+$472.4K
19,101
+36%
减持
SMH
VANECK ETF TRUST
+$469.8K
16,496
-2%
清仓
PSX
PHILLIPS 66
-$463.6K
0
-100%
清仓
KWEB
KRANESHARES TRUST
-$461.3K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$460.3K
47,287
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$455.5K
8,664
-19%
增持
RTX
RTX CORPORATION
+$455.2K
23,670
+2%
增持
REGN
REGENERON PHARMACEUTICALS
+$448.4K
1,817
+7%
减持
SCHM
SCHWAB STRATEGIC TR
-$446.8K
15,035
-50%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$441.8K
3,308
-31%
建仓
CRM
SALESFORCE INC
+$438.6K
1,656
清仓
FRI
FIRST TR EXCHANGE-TRADED FD
-$429.9K
0
-100%
清仓
CPZ
CALAMOS LNG SHR EQT DYNAMIC
-$426.3K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$425.6K
0
-100%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$423.7K
45,017
+10%
增持
NPCT
NUVEEN CORE PLUS IMPACT FUND
+$416.0K
60,393
+234%
减持
IWM
ISHARES TR
-$405.7K
9,289
-17%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$405.6K
8,855
增持
UDN
INVESCO DB US DLR INDEX TR
+$403.4K
51,896
+80%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$398.1K
2,027
+52%
减持
GE
GE AEROSPACE
-$397.8K
21,087
-8%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$397.2K
145,311
-3%
减持
CVX
CHEVRON CORP NEW
-$391.0K
13,257
-15%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$387.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$380.5K
15,732
-32%
减持
AAPL
APPLE INC
+$379.0K
88,239
-5%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$372.6K
3,716
建仓
FCX
FREEPORT-MCMORAN INC
+$370.5K
7,295
清仓
JABS
JANUS DETROIT STR TR
-$362.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$356.1K
4,282
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$355.1K
27,195
+18%
增持
IAUM
ISHARES GOLD TR
+$354.2K
26,613
+30%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
-$351.3K
12,078
-45%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$347.5K
4,961
-10%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$344.8K
28,047
+18%
建仓
GLW
CORNING INC
+$343.5K
3,923
建仓
—
ASA GOLD AND PRECIOUS MTLS L
+$342.2K
5,735
清仓
EMB
ISHARES TR
-$339.1K
0
-100%
增持
PEP
PEPSICO INC
+$338.1K
8,852
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$337.1K
5,497
+15%
建仓
SNOW
SNOWFLAKE INC
+$336.2K
1,533
减持
DVY
ISHARES TR
-$335.2K
13,708
-14%
建仓
TBUX
T ROWE PRICE ETF INC
+$332.9K
6,679
减持
DFSV
DIMENSIONAL ETF TRUST
-$331.2K
9,948
-52%
增持
CCJ
CAMECO CORP
+$330.9K
11,065
+36%
建仓
ASTS
AST SPACEMOBILE INC
+$328.9K
4,529
减持
TLH
ISHARES TR
-$328.1K
4,675
-40%
增持
GEV
GE VERNOVA INC
+$323.0K
5,680
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
-$311.0K
31,061
-24%
建仓
ISRG
INTUITIVE SURGICAL INC
+$306.4K
541
增持
BINC
BLACKROCK ETF TRUST II
+$305.5K
21,322
+38%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$304.3K
270,552
+5%
增持
NFLX
NETFLIX INC
+$304.1K
8,092
+2035%
减持
ONEQ
FIDELITY COMWLTH TR
-$302.5K
2,560
-57%
增持
XLV
SELECT SECTOR SPDR TR
+$300.1K
8,660
+16%
建仓
NU
NU HLDGS LTD
+$295.5K
17,653
减持
PULS
PGIM ETF TR
-$292.6K
12,177
-32%
清仓
ITRI
ITRON INC
-$286.5K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$285.4K
169,073
+3%
增持
D
DOMINION ENERGY INC
+$279.6K
8,248
+148%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$279.4K
5,287
建仓
—
JOHNSON CTLS INTL PLC
+$278.4K
2,325
清仓
NLR
VANECK ETF TRUST
-$276.1K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$275.8K
0
-100%
建仓
TRP
TC ENERGY CORP
+$273.6K
4,974
增持
VYM
VANGUARD WHITEHALL FDS
+$271.0K
12,630
+15%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$269.4K
17,216
-14%
清仓
STNE
STONECO LTD
-$266.4K
0
-100%
增持
IEI
ISHARES TR
+$266.3K
15,459
+17%
建仓
BKNG
BOOKING HOLDINGS INC
+$266.2K
50
减持
WFC
WELLS FARGO CO NEW
-$264.4K
9,881
-30%
清仓
REMX
VANECK ETF TRUST
-$260.0K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$259.1K
0
-100%
建仓
TER
TERADYNE INC
+$258.2K
1,334
清仓
PAAA
PGIM ETF TR
-$256.5K
0
-100%
减持
GDX
VANECK ETF TRUST
-$256.0K
15,685
-25%
减持
JNJ
JOHNSON & JOHNSON
+$255.5K
15,495
-3%
减持
VOE
VANGUARD INDEX FDS
-$253.4K
2,190
-40%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$253.0K
3,406
建仓
JPHY
J P MORGAN EXCHANGE TRADED F
+$251.8K
4,978
增持
AVUV
AMERICAN CENTY ETF TR
+$251.8K
8,515
+37%
