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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 40
减持 63
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$16.2M
374,192
+1966%
减持
FTEC
FIDELITY COVINGTON TRUST
-$8.3M
6,525
-85%
减持
MSFT
MICROSOFT CORP
-$7.0M
34,273
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。
-16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$5.3M
13,366
-64%
建仓
VXUS
VANGUARD STAR FDS
+$5.3M
68,429
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.8M
121,696
+100%
减持
IVE
ISHARES TR
-$3.6M
6,367
-73%
减持
AMZN
AMAZON COM INC
-$3.4M
87,308
-7%
减持
—
EXXON MOBIL CORP
+$2.9M
59,025
-0%
建仓
—
ASTRAZENECA PLC
+$2.6M
13,138
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.4M
174,695
-19%
增持
RAAX
VANECK ETF TRUST
+$2.4M
117,655
+70%
建仓
FAD
FIRST TR EXCHANGE-TRADED ALP
+$2.2M
13,629
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$2.0M
97,076
减持
NVDA
NVIDIA CORPORATION
-$2.0M
108,417
-3%
减持
TBIL
RBB FD INC
-$1.9M
65,743
-37%
建仓
FXF
INVESCO CURRENCYSHARES SWISS
+$1.9M
17,394
建仓
SDS
PROSHARES TR
+$1.9M
24,596
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$1.8M
20,649
+107%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.8M
126,668
+42%
增持
VUG
VANGUARD INDEX FDS
-$1.7M
33,367
+0%
清仓
TLT
ISHARES TR
-$1.6M
0
-100%
清仓
JPLD
J P MORGAN EXCHANGE TRADED F
-$1.6M
0
-100%
减持
IVV
ISHARES TR
-$1.6M
26,271
-4%
增持
AAPL
APPLE INC
-$1.5M
88,656
+0%
减持
TSLA
TESLA INC
-$1.5M
15,994
-3%
增持
VTI
VANGUARD INDEX FDS
-$1.4M
114,103
+1%
减持
FLOT
ISHARES TR
-$1.4M
99,090
-22%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.4M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.4M
5,000
-10%
减持
AVGO
BROADCOM INC
-$1.3M
24,499
-4%
减持
ABT
ABBOTT LABORATORIES
-$1.3M
8,380
-51%
减持
GEV
GE VERNOVA INC
+$1.2M
5,651
-1%
减持
ORCL
ORACLE CORP
-$1.2M
4,900
-50%
清仓
OKLO
OKLO INC
-$1.2M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
30,684
+82%
建仓
DBMF
LITMAN GREGORY FDS TR
+$1.1M
37,166
减持
MOAT
VANECK ETF TRUST
-$1.1M
12,038
-45%
增持
SO
SOUTHERN CO
+$1.1M
34,042
+34%
增持
NEE
NEXTERA ENERGY INC
+$1.0M
27,717
+45%
清仓
RBRK
RUBRIK INC.
-$1.0M
0
-100%
减持
GDMN
WISDOMTREE TR
-$1.0M
2,827
-80%
建仓
FARX
ADVISORS INNER CIRCLE FD II
+$1.0M
35,439
清仓
INTU
INTUIT
-$996.3K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$980.9K
282,987
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$954.1K
23,465
+99%
减持
EWZ
ISHARES INC
-$950.3K
14,904
-69%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$944.7K
38,326
-13%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$919.0K
0
-100%
建仓
—
IREN LIMITED
+$906.5K
26,443
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$897.0K
42,997
+42%
减持
GE
GE AEROSPACE
-$886.9K
19,764
-6%
增持
—
NEBIUS GROUP N.V.
+$882.1K
11,221
+233%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$855.3K
4,323
-70%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$818.1K
2,254
-55%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$793.5K
7,285
-68%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$776.2K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$744.3K
26,227
-1%
减持
C
CITIGROUP INC
-$723.3K
4,825
-56%
增持
MRK
MERCK & CO INC
+$696.5K
31,072
+8%
减持
CVX
CHEVRON CORPORATION
+$694.3K
13,121
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$686.8K
73,353
+6%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$686.4K
10,782
-37%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$677.0K
15,892
-65%
减持
JPM
JPMORGAN CHASE & CO
-$658.9K
16,878
-3%
增持
AVUV
AMERICAN CENTY ETF TR
+$654.9K
13,789
+62%
增持
VDE
VANGUARD WORLD FD
+$652.9K
5,982
+97%
增持
TBUX
T ROWE PRICE ETF INC
+$646.8K
19,694
+195%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$644.9K
15,170
-2%
增持
GOOGL
ALPHABET INC
-$644.9K
30,148
+1%
增持
—
CHUBB LTD SWITZ
+$642.2K
2,966
+185%
减持
LMT
LOCKHEED MARTIN CORP
+$632.9K
5,678
-2%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$623.4K
0
-100%
减持
META
META PLATFORMS INC
-$616.1K
3,191
-14%
清仓
EWY
ISHARES INC
-$615.2K
0
-100%
减持
BX
BLACKSTONE INC
-$607.7K
7,166
-23%
增持
VOO
VANGUARD INDEX FDS
+$600.1K
30,514
+9%
增持
AEE
AMEREN CORP
+$594.2K
18,226
+29%
增持
OKE
ONEOK INC NEW
+$581.6K
13,227
+58%
减持
PYLD
PIMCO ETF TR
-$537.4K
25,473
-44%
减持
QQQ
INVESCO QQQ TR
-$535.1K
8,446
-4%
减持
MRVL
MARVELL TECHNOLOGY INC
+$535.0K
39,709
-1%
清仓
NOW
SERVICENOW INC
-$526.5K
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION
+$519.0K
4,226
-1%
清仓
GLDM
WORLD GOLD TR
-$508.7K
0
-100%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$489.6K
128,035
-16%
清仓
TLH
ISHARES TR
-$475.3K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$473.4K
14,139
+18%
减持
UNH
UNITEDHEALTH GROUP INC
-$472.9K
4,683
-11%
建仓
PSQ
PROSHARES TR
+$472.2K
14,670
减持
SCHO
SCHWAB STRATEGIC TR
-$472.0K
15,125
-56%
清仓
ILS
ETF OPPORTUNITIES TRUST
-$469.8K
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$469.6K
0
-100%
增持
INTC
INTEL CORP
+$464.2K
32,985
+23%
建仓
JPMB
J P MORGAN EXCHANGE TRADED F
+$454.5K
11,579
减持
V
VISA INC
-$445.4K
7,594
-3%
清仓
CRM
SALESFORCE INC
-$438.6K
0
-100%
减持
CARY
ANGEL OAK FUNDS TRUST
-$433.5K
25,807
-45%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$430.2K
8,813
+2%
减持
GSC
GOLDMAN SACHS ETF TR
-$429.4K
8,853
-47%
减持
VHT
VANGUARD WORLD FD
-$427.2K
1,632
-46%
建仓
MOO
VANECK ETF TRUST
+$417.3K
4,939
减持
JNJ
JOHNSON & JOHNSON
+$416.0K
14,821
-4%
减持
MU
MICRON TECHNOLOGY INC
-$414.8K
736
-68%
增持
NOC
NORTHROP GRUMMAN CORP
+$413.8K
3,492
+1%
增持
SMH
VANECK ETF TRUST
+$410.9K
16,567
+0%
建仓
HGER
HARBOR ETF TRUST
+$406.6K
13,113
建仓
OXY
OCCIDENTAL PETE CORP
+$400.8K
6,166
清仓
SILJ
AMPLIFY ETF TR
-$399.3K
0
-100%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$399.1K
44,491
-0%
清仓
SIL
GLOBAL X FDS
-$396.7K
0
-100%
减持
NFLX
NETFLIX INC.
-$384.5K
3,892
-52%
建仓
AMH
AMERICAN HOMES 4 RENT
+$382.5K
13,700
增持
SYY
SYSCO CORP
+$379.9K
24,940
+31%
减持
BIZD
VANECK ETF TRUST
-$379.6K
23,710
-51%
减持
GOOG
ALPHABET INC
-$376.1K
12,930
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$372.0K
22,528
-10%
清仓
—
MEDTRONIC PLC
-$366.3K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$365.6K
26,734
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$365.0K
57,932
-2%
建仓
CRAK
VANECK ETF TRUST
+$357.3K
7,233
增持
DUK
DUKE ENERGY CORP NEW
+$357.2K
18,317
+5%
增持
JFLI
J P MORGAN EXCHANGE TRADED F
+$356.3K
20,918
+53%
减持
SLVR
SPROTT FDS TR
-$355.6K
3,665
-64%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$347.1K
46,711
-1%
清仓
—
ASA GOLD AND PRECIOUS MTLS L
-$342.2K
0
-100%
增持
CAT
CATERPILLAR INC
+$341.7K
2,475
+0%
减持
GSST
GOLDMAN SACHS ETF TR
-$341.6K
5,457
-55%
建仓
INVH
INVITATION HOMES INC
+$340.4K
13,700
减持
USTB
VICTORY PORTFOLIOS II
-$339.4K
14,876
-31%
建仓
OIH
VANECK ETF TRUST
+$336.3K
832
减持
CCJ
CAMECO CORP
-$332.6K
6,258
-43%
增持
SCHG
SCHWAB STRATEGIC TR
-$332.3K
108,128
+1%
清仓
ASTS
AST SPACEMOBILE INC
-$328.9K
0
-100%
增持
ICSH
ISHARES TR
+$326.9K
14,516
+80%
清仓
PTC
PTC INC
-$324.5K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$320.0K
1,615
增持
BA
BOEING CO
+$318.2K
4,747
+64%
减持
MA
MASTERCARD INCORPORATED
-$318.1K
2,195
-11%
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$304.5K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$304.3K
7,041
-3%
清仓
GRAL
GRAIL INC
-$299.1K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$297.0K
1,077,807
+2%
建仓
HEFT
ETF OPPORTUNITIES TRUST
+$296.8K
11,150
清仓
NU
NU HLDGS LTD
-$295.5K
0
-100%
减持
QCOM
QUALCOMM INC
-$291.9K
3,045
-24%
增持
BINC
BLACKROCK ETF TRUST II
+$289.4K
27,241
+28%
建仓
AMLP
ALPS ETF TR
+$284.4K
5,402
增持
TPYP
TORTOISE CAPITAL SERIES TRUS
+$284.0K
18,821
+29%
建仓
ESE
ESCO TECHNOLOGIES INC
+$283.3K
1,007