13FBOX
Bay Harbor Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Bay Harbor Wealth Management, LLC

No.4655
最新持仓市值 (Q2 2026)
$4.34亿
环比变动 Q1 2026
+$4,788.6万+12.4%
持仓股票数
1292
新买入
55
加仓
880
减仓
218
清仓
60
持股不变
139
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
9.06%5.13%$3,930.0万5.2万股$1,977.8万3.0万股+2.2万股+73.32%加仓
DDimensional维度ETF信托DFAU
8.47%8.28%$3,671.9万71.0万股$3,194.8万70.8万股+2,296股+0.32%加仓
IiShares安硕信托IUSB
6.26%5.52%$2,714.4万58.8万股$2,128.9万46.1万股+12.7万股+27.61%加仓
V先锋领航指数基金VUG
5.59%5.4%$2,423.4万28.1万股$2,084.4万4.8万股+23.4万股+489.54%加仓
V先锋领航·FTSEVEA
5.17%5.33%$2,242.6万31.5万股$2,055.1万32.1万股-5,950股-1.86%减仓
V先锋领航指数基金VTV
3.93%4.04%$1,702.4万7.8万股$1,557.4万7.9万股-1,262股-1.59%减仓
IiShares安硕信托IVW
3.77%3.48%$1,635.6万11.9万股$1,340.4万11.9万股+422股+0.36%加仓
B贝莱德ETF信托DYNF
3.57%3.47%$1,546.8万22.7万股$1,339.2万23.0万股-2,740股-1.19%减仓
V先锋领航·TOTALBNDX
3.45%3.81%$1,496.2万30.9万股$1,470.1万30.6万股+2,988股+0.98%加仓
V先锋领航债券指数基金BSV
3.25%3.64%$1,407.8万18.1万股$1,404.3万17.9万股+1,600股+0.89%加仓
IiShares安硕·S&PIVE
3.19%4.14%$1,384.5万6.1万股$1,598.2万7.6万股-1.5万股-19.44%减仓
DDimensional维度ETF信托DFSD
2.76%3.04%$1,197.2万25.1万股$1,171.6万24.5万股+6,023股+2.46%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.58%2.56%$1,118.2万27.1万股$989.1万25.4万股+1.7万股+6.77%加仓
IiShares安硕IEMG
2.06%3.17%$892.1万10.8万股$1,220.9万17.5万股-6.7万股-38.47%减仓
B贝莱德ETF信托BAI
2.04%1.66%$885.4万16.8万股$639.3万19.4万股-2.6万股-13.45%减仓
V先锋领航·FSTEVWO
1.89%1.96%$820.5万13.7万股$755.7万14.0万股-2,342股-1.68%减仓
DDimensional维度ETF信托DFCF
1.87%2.05%$811.3万19.2万股$791.1万18.7万股+4,838股+2.58%加仓
IiShares安硕信托EFG
1.79%1.75%$777.3万6.2万股$675.9万6.1万股+1,784股+2.94%加仓
IiShares安硕信托MTUM
1.7%1.68%$737.0万2.1万股$648.7万2.7万股-5,533股-20.47%减仓
IiShares安硕信托GJS
1.67%1.82%$723.2万31.7万股$701.5万30.6万股+1.1万股+3.68%加仓
V先锋领航斯科茨代尔基金VMBS
1.61%1.81%$698.3万14.9万股$696.6万14.8万股+803股+0.54%加仓
V先锋领航债券指数基金BIV
1.58%1.77%$684.3万8.9万股$683.6万8.9万股+649股+0.73%加仓
iShares安硕·MBSACGL
1.56%1.73%$677.3万7.2万股$668.9万7.0万股+1,211股+1.72%加仓
V先锋领航债券指数基金BLV
1.55%1.72%$670.8万9.7万股$664.2万9.7万股+753股+0.78%加仓
IiShares安硕信托TLH
1.42%1.88%$613.7万6.1万股$726.7万7.2万股-1.1万股-15.23%减仓
B贝莱德ETF信托BLCR
1.32%1.17%$571.1万11.3万股$451.7万11.0万股+3,351股+3.05%加仓
B贝莱德ETF信托CORO
1.25%$541.5万14.8万股$00股+14.8万股新买入
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
1.24%1.12%$537.0万13.4万股$431.8万12.8万股+6,024股+4.72%加仓
V先锋领航指数基金VB
1.2%1.19%$521.2万1.7万股$458.6万1.8万股-314股-1.79%减仓
B贝莱德ETF信托IALT
1.13%$491.8万17.5万股$00股+17.5万股新买入
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
1.11%1.19%$479.8万15.1万股$458.4万14.0万股+1.1万股+7.76%加仓
B贝莱德ETF信托THRO
1.06%1.55%$458.7万10.6万股$596.8万16.5万股-5.8万股-35.43%减仓
IiShares安硕信托EFV
0.99%3.01%$431.4万5.6万股$1,159.3万15.6万股-10.0万股-63.86%减仓
B贝莱德·ETF TRUST IIGGOV
0.91%$393.9万7.8万股$00股+7.8万股新买入
V先锋领航全球基金VGT
0.55%0.45%$238.9万2.0万股$174.1万2,495股+1.7万股+700.96%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.5%0.19%$216.6万3,380股$74.0万2,252股+1,128股+50.09%加仓
B贝莱德·ETF TRUST IIBINC
0.32%1.05%$139.1万2.7万股$403.8万7.8万股-5.1万股-65.83%减仓
IiShares黄金信托IAU
0.3%0.4%$130.9万1.7万股$153.5万1.7万股-74股-0.42%减仓
英伟达NVDA
0.29%0.25%$127.0万6,346股$95.9万5,496股+850股+15.47%加仓
DDimensional维度ETF信托DFGR
0.28%0.27%$121.3万4.2万股$105.2万4.0万股+2,301股+5.81%加仓
苹果AAPL
0.26%0.21%$112.6万3,893股$82.0万3,233股+660股+20.41%加仓
IISHARES SYSTEMATIC BOND ETFSYSB
0.21%0.24%$91.4万1.0万股$91.3万1.0万股+45股+0.44%加仓
谷歌AGOOGL
0.17%0.14%$72.7万2,033股$52.9万1,839股+194股+10.55%加仓
微软MSFT
0.15%0.12%$66.9万1,793股$47.8万1,290股+503股+38.99%加仓
IISHARES U.S. TECH INDEPENDENCE FOCUSED ETFIETC
0.14%0.13%$62.9万5,855股$51.7万5,849股+6股+0.10%加仓
卡特彼勒CAT
0.14%0.01%$60.4万567股$3.5万49股+518股+1,057.14%加仓
亚马逊AMZN
0.13%0.11%$57.9万2,431股$44.0万2,115股+316股+14.94%加仓
摩根大通JPM
0.12%0.07%$53.3万1,629股$28.4万964股+665股+68.98%加仓
特斯拉TSLA
0.11%0.11%$49.2万1,169股$41.4万1,113股+56股+5.03%加仓
IiShares安硕信托STIP
0.11%$46.2万4,527股$00股+4,527股新买入

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