Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 在 Q2 2025 与前一季相比进行了哪些主要买卖调整？

在 Q2 2025 季度中，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 共进行了 50 项持仓异动，包含新建仓 7 个仓位、加仓 23 个仓位、减仓 12 个仓位以及清仓 8 个仓位。其中最大新建仓标的为 AVLV。本季清仓仓位包含 KNG。

本页展示的 Q2 2025 13F 数据集的来源与更新机制为何？

本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors — Q2 2025 13F 持股

Name: Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001748861

申报总市值

US$9.0亿

SEC 官方 13F-HR 申报13F 季报时序数据集Q2 2025CIK: 0001748861Schema.org 结构化 Dataset

← 返回最新季度

总申报市值

US$9.0亿

申报仓位数

467 檔

前5大集中度

14.5%

前季调仓动作

+7新+23加-12減-8清

Q2 2025 13F 申报分析：Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 持仓规模与调仓策略

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 在 Q2 2025 季度的美股仓位总计估值为 US$9.0亿，分散于 467 个持仓标的之中，反映其市场参与广度与投资规模。

在 Q2 2025，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 23 个既有持股进行加仓（合计增持 30 档），相较减仓与清仓仓位显著占优。

在资产配置集中度方面，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 的前 5 大核心持股（包含 CGDV, VTI, AMZN 等）合计占整体申报市值的 14.5%，反映机构在主要关键仓位上的权重分布。

本季完整持股清单

仅显示前 200 大持股（共 467 只）

下载 CSV 下载 Excel

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	CGDV	Cap Group Dividend Value	ETF-其他	5.36%	+0.41%	+2.05%
2	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.66%	+0.24%	-0.76%
3	AMZN	Amazon.com Inc	股票-周期性消费	2.81%	+0.06%	+1.12%
4	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	2.63%	+0.29%	+44.42%
5	AAPL	Apple Inc	股票-科技	2.61%	-0.03%	+0.72%
6	MSFT	Microsoft CORP	股票-科技	2.60%	-0.15%	+2.24%
7	NVDA	Nvidia CORP	股票-科技	2.54%	+0.17%	+2.56%
8	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.46%	+0.10%	+3.51%
9	VUG	Vanguard Growth ETF	ETF-其他	2.11%	+0.09%	-2.59%
10	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.91%	-0.04%	+1.87%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.79%	+0.02%	+42.97%
12	DNP	Dnp Select Income Fund Inc	股票-金融	1.76%	-0.21%	+5.66%
13	JEPI	Jpmorgan Equity Premium Inco	ETF-其他	1.57%	-0.23%	-3.10%
14	CGGR	Cap Group Growth Equity	ETF-其他	1.45%	+0.11%	+4.82%
15	GLD	Spdr Gold Shares	ETF-避险与商品	1.29%	-0.45%	-10.34%
16	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.26%	-0.10%	-0.86%
17	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	1.11%	+0.03%	+7.07%
18	AVGO	Broadcom Inc	股票-科技	1.06%	-0.01%	+10.88%
19	XOM	Exxon Mobil CORP	股票-能源	0.83%	-1.22%	EXIT
20	TSLA	Tesla Inc	股票-周期性消费	0.80%	+0.06%	+5.43%
21	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	0.78%	-0.01%	-9.68%
22	AMD	Advanced Micro Devices	股票-科技	0.75%	+0.53%	+91.22%
23	TBIL	F/m US Treasury 3 Month Bill	ETF-政府公债	0.71%	-0.21%	+11.15%
24	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.68%	+0.10%	-0.18%
25	BKLN	Invesco Senior Loan ETF	ETF-其他	0.68%	-0.04%	+12.75%
26	GE	General Electric	股票-工业	0.67%	+0.13%	+0.95%
27	JPM	Jpmorgan Chase & Co	股票-金融	0.67%	—	+0.16%
28	SMH	Vaneck Semiconductor ETF	ETF-其他	0.65%	+0.44%	-5.50%
29	DFSD	Dimensional Short Duration	ETF-其他	0.64%	—	+95.28%
30	DFAT	Dimensional US Target Value	ETF-其他	0.59%	+0.01%	+2.09%
31	COST	Costco Wholesale CORP	股票-非周期性消费	0.59%	-0.07%	+12.75%
32	LLY	Eli Lilly & Co	股票-医疗保健	0.59%	+0.12%	+7.33%
33	RDVY	First Trust Rising Dividend	ETF-其他	0.59%	+0.02%	+9.29%
34	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.58%	-0.04%	+4.76%
35	PLTR	Palantir Technologies Inc-a	股票-科技	0.55%	-0.56%	+241.99%
36	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-其他	0.54%	+0.02%	+3.23%
37	PHYS	Sprott Physical Gold Trust	股票-其他	0.51%	-0.15%	+28.20%
38	ORCL	Oracle CORP	股票-科技	0.50%	+0.01%	-10.02%
39	AVLV	Avantis US Large Cap Value	ETF-大型股与成长	0.48%	+0.11%	—
40	MRVL	Marvell Technology Inc	股票-科技	0.48%	+0.85%	+51.20%
41	XLK	Ss Technology Select Sector	ETF-科技型	0.47%	+0.12%	+0.52%
42	GOF	Guggenheim Strategic Opport	股票-其他	0.46%	—	-13.87%
43	AMGN	Amgen Inc	股票-医疗保健	0.46%	-0.04%	+6.85%
44	RTX	Rtx CORP	股票-工业	0.45%	-0.06%	-21.66%
45	JPLD	Jpmorgan LTD Duration ETF	ETF-其他	0.45%	—	—
46	IAU	Ishares Gold Trust	ETF-避险与商品	0.45%	-0.18%	+1.70%
47	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.45%	+0.22%	+0.80%
48	CIBR	First Trust Nasdaq Cybersecu	ETF-科技型	0.44%	+0.11%	+15.83%
49	HON	Honeywell International Inc	股票-工业	0.44%	-0.06%	EXIT
50	IBM	Intl Business Machines CORP	股票-科技	0.42%	+0.02%	-5.08%

1–50 of 200

本季持股变动

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 于截至 Q2 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VOO	Vanguard S&p 500 ETF	+0.8%	+44.42%	加仓
2	NVDA	Nvidia CORP	+0.6%	+2.56%	加仓
3	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.6%	+42.97%	加仓
4	AVLV	Avantis US Large Cap Value	+0.5%	NEW	新建仓
5	MSFT	Microsoft CORP	+0.5%	+2.24%	加仓
6	JPLD	Jpmorgan LTD Duration ETF	+0.5%	NEW	新建仓
7	PLTR	Palantir Technologies Inc-a	+0.4%	+241.99%	加仓
8	AMD	Advanced Micro Devices	+0.4%	+91.22%	加仓
9	AVGO	Broadcom Inc	+0.4%	+10.88%	加仓
10	DFSD	Dimensional Short Duration	+0.3%	+95.28%	加仓
11	MRVL	Marvell Technology Inc	+0.2%	+51.20%	加仓
12	FTEC	Fidelity Msci Info Tech Indx	+0.2%	+7.07%	加仓
13	SCHO	Schwab Short-term US Treas	+0.2%	NEW	新建仓
14	GSST	Goldman Sachs Ultra Short Bo	+0.2%	NEW	新建仓
15	JSI	Jh Securitized Income ETF	+0.2%	NEW	新建仓
16	CGGR	Cap Group Growth Equity	+0.2%	+4.82%	加仓
17	BKGI	Bny Mellon Glbl Infra Inc	+0.2%	NEW	新建仓
18	CGDV	Cap Group Dividend Value	+0.2%	+2.05%	加仓
19	GEV	GE Vernova Inc	+0.1%	+0.37%	加仓
20	GRID	First Trst Nasd Cl Edg Sgiif	+0.1%	+53.95%	加仓
21	JPIE	Jpmorgan Income ETF	+0.1%	NEW	新建仓
22	AMZN	Amazon.com Inc	+0.1%	+1.12%	加仓
23	IVV	Ishares Core S&p 500 ETF	+0.1%	+3.51%	加仓
24	TSLA	Tesla Inc	+0.1%	+5.43%	加仓
25	GE	General Electric	+0.1%	+0.95%	加仓
26	ORCL	Oracle CORP	+0.1%	-10.02%	减仓
27	PHYS	Sprott Physical Gold Trust	+0.1%	+28.20%	加仓
28	VUG	Vanguard Growth ETF	+0.1%	-2.59%	减仓
29	CIBR	First Trust Nasdaq Cybersecu	+0.1%	+15.83%	加仓
30	SMH	Vaneck Semiconductor ETF	+0.1%	-5.50%	减仓
31	JPM	Jpmorgan Chase & Co	+0.1%	+0.16%	加仓
32	VTI	Vanguard Total Stock Mkt ETF	—	-0.76%	减仓
33	ATO	Atmos Energy CORP	-0.1%	EXIT	清仓
34	BDX	Becton Dickinson And Co	-0.1%	EXIT	清仓
35	NWN	Northwest Natural Holding Co	-0.1%	EXIT	清仓
36	ENTG	Entegris Inc	-0.2%	-80.63%	减仓
37	SO	Southern Co/the	-0.2%	-30.45%	减仓
38	FXZ	First Trust Materials Alphad	-0.2%	EXIT	清仓
39	PSLV	Sprott Physical Silver Trust	-0.2%	-82.31%	减仓
40	PBA	Pembina Pipeline CORP	-0.2%	EXIT	清仓
41	AEP	American Electric Power	-0.2%	-63.28%	减仓
42	TDIV	Ft Nasdaq Tech Dvd Index Fd	-0.2%	EXIT	清仓
43	ABT	Abbott Laboratories	-0.2%	-51.63%	减仓
44	LNG	Cheniere Energy Inc	-0.2%	EXIT	清仓
45	CALF	Pcr US Sm Cp Csh Cws Etf-usd	-0.3%	-86.27%	减仓
46	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	+1.87%	加仓
47	AAPL	Apple Inc	-0.4%	+0.72%	加仓
48	TLT	Ishares 20+ Year Treasury Bd	-0.5%	-88.45%	减仓
49	KNG	Ft Vest S&p 500 Dvd Arst Trg	-0.6%	EXIT	清仓
50	COWZ	Pacer US Cash Cows 100 ETF	-1.6%	-90.03%	减仓

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Q2 2025 常见问题解答 (FAQ)

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 在 Q2 2025 的 13F 申报总市值与持股数量是多少？

根据 SEC 官方 Form 13F 申报备案，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 在 Q2 2025 季度的美股持仓总市值约为 US$9.0亿，共申报了 467 个公开持股仓位。

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 在 Q2 2025 的核心持股（前几大持仓）包含哪些股票？

在 Q2 2025 季度，Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 按市值排列的前三大核心持股分别为：CGDV (5.4%)、VTI (4.7%)、AMZN (2.8%)。其中最大持股仓位 CGDV 占据整体投资组合约 5.4% 的权重。

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