Medallion Wealth Advisors, LLC
FARMINGTON CT · SEC CIK 0002131139
$3.06亿2026Q1 申报市值
1,121持仓数
23.4%前十大占比 · 第一大 5.6%
45 / 40新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$200.00万
PYLD 加仓+$140.33万
SCHX 加仓+$106.03万
JPIE 加仓+$98.06万
JAAA 加仓+$81.22万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$115.75万
GSY 减仓-$94.85万
SCHD 减仓-$87.04万
XLV 减仓-$50.95万
XLRE 减仓-$38.43万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FSK | FS KKR CAP CORP | $18.24万 | 0.06% | 17,915 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $18.44万 | 0.06% | 2,566 | 4 | 0.2% | $287 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $18.89万 | 0.06% | 2,516 | -20 | -0.8% | -$1,502 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $18.93万 | 0.06% | 3,122 | 11 | 0.4% | $667 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $19.00万 | 0.06% | 654 | 127 | 24.1% | $3.69万 | 加仓 |
| NOBL | PROSHARES TR | $19.03万 | 0.06% | 1,795 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $19.15万 | 0.06% | 1,487 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET PREMIER BD FD | $19.48万 | 0.06% | 18,413 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.53万 | 0.06% | 578 | 25 | 4.5% | $8,449 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $19.79万 | 0.06% | 676 | -35 | -4.9% | -$1.02万 | 减仓 |
| GIS | GENERAL MILLS INC | $19.91万 | 0.07% | 5,350 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $19.91万 | 0.07% | 1,005 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $20.14万 | 0.07% | 1,387 | 0 | 0.0% | — | 不变 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $20.33万 | 0.07% | 9,850 | 2,000 | 25.5% | $4.13万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $20.34万 | 0.07% | 5,685 | 348 | 6.5% | $1.25万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.41万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $20.50万 | 0.07% | 2,197 | -4 | -0.2% | -$373 | 减仓 |
| MOAT | VANECK ETF TRUST | $20.52万 | 0.07% | 2,121 | -654 | -23.6% | -$6.33万 | 减仓 |
| V | VISA INC | $20.58万 | 0.07% | 681 | 21 | 3.2% | $6,347 | 加仓 |
| OUSA | ALPS ETF TR | $20.68万 | 0.07% | 3,715 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.71万 | 0.07% | 2,203 | 3 | 0.1% | $282 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $20.71万 | 0.07% | 2,677 | 251 | 10.3% | $1.94万 | 加仓 |
| MPC | MARATHON PETE CORP | $20.80万 | 0.07% | 852 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $21.06万 | 0.07% | 425 | 21 | 5.2% | $1.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $21.10万 | 0.07% | 1,611 | 23 | 1.4% | $3,012 | 加仓 |
| MTB | M & T BK CORP | $21.48万 | 0.07% | 1,039 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $21.49万 | 0.07% | 12,529 | 218 | 1.8% | $3,739 | 加仓 |
| GILD | GILEAD SCIENCES INC | $21.97万 | 0.07% | 1,576 | 503 | 46.9% | $7.01万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.02万 | 0.07% | 3,029 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.02万 | 0.07% | 5,820 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.20万 | 0.07% | 2,627 | 240 | 10.1% | $2.03万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $22.49万 | 0.07% | 1,375 | 80 | 6.2% | $1.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.62万 | 0.07% | 1,112 | 338 | 43.7% | $6.88万 | 加仓 |
| IWD | ISHARES TR | $22.91万 | 0.07% | 1,072 | 200 | 22.9% | $4.27万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $23.45万 | 0.08% | 6,268 | -1,109 | -15.0% | -$4.15万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $23.52万 | 0.08% | 1,451 | 545 | 60.2% | $8.83万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $23.58万 | 0.08% | 3,288 | 67 | 2.1% | $4,806 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.75万 | 0.08% | 785 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $23.76万 | 0.08% | 2,471 | 141 | 6.1% | $1.36万 | 加仓 |
| CLS | CELESTICA INC | $23.83万 | 0.08% | 846 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $24.23万 | 0.08% | 2,006 | -59 | -2.9% | -$7,128 | 减仓 |
| CB | CHUBB LTD SWITZ | $24.77万 | 0.08% | 760 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $24.93万 | 0.08% | 1,085 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $25.06万 | 0.08% | 5,421 | 124 | 2.3% | $5,733 | 加仓 |
| PBI | PITNEY BOWES INC | $25.08万 | 0.08% | 22,700 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.23万 | 0.08% | 3,823 | 31 | 0.8% | $2,046 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $25.48万 | 0.08% | 10,294 | 1,484 | 16.8% | $3.67万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.60万 | 0.08% | 1,955 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $25.64万 | 0.08% | 5,883 | -1,183 | -16.7% | -$5.16万 | 减仓 |
| EFAV | ISHARES TR | $25.70万 | 0.08% | 2,813 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA ETF TR I | $25.76万 | 0.08% | 9,000 | 9,000 | — | $25.76万 | 新建仓 |
| IAU | ISHARES GOLD TR | $25.83万 | 0.08% | 2,930 | 2,077 | 243.5% | $18.31万 | 加仓 |
| BP | BP PLC | $25.91万 | 0.08% | 5,512 | -67 | -1.2% | -$3,149 | 减仓 |
| CMCSA | COMCAST CORP NEW | $26.28万 | 0.09% | 9,155 | 1,562 | 20.6% | $4.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.29万 | 0.09% | 11,115 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $26.33万 | 0.09% | 1,323 | 5 | 0.4% | $995 | 加仓 |
| VXF | VANGUARD INDEX FDS | $26.38万 | 0.09% | 1,282 | 56 | 4.6% | $1.15万 | 加仓 |
| EZM | WISDOMTREE TR | $26.69万 | 0.09% | 3,971 | -65 | -1.6% | -$4,369 | 减仓 |
| IWF | ISHARES TR | $26.95万 | 0.09% | 632 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.35万 | 0.09% | 4,050 | -432 | -9.6% | -$2.92万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.67万 | 0.09% | 563 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $27.72万 | 0.09% | 7,292 | -100 | -1.4% | -$3,801 | 减仓 |
| LOW | LOWES COS INC | $27.81万 | 0.09% | 1,177 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $27.86万 | 0.09% | 1,527 | -45 | -2.9% | -$8,209 | 减仓 |
| INTC | INTEL CORP | $27.98万 | 0.09% | 6,340 | -550 | -8.0% | -$2.43万 | 减仓 |
| C | CITIGROUP INC | $28.08万 | 0.09% | 2,476 | 119 | 5.0% | $1.35万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.13万 | 0.09% | 1,184 | 99 | 9.1% | $2.35万 | 加仓 |
| UDR | UDR INC | $28.53万 | 0.09% | 8,447 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $28.56万 | 0.09% | 5,236 | 21 | 0.4% | $1,146 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $28.57万 | 0.09% | 13,243 | -1,935 | -12.7% | -$4.17万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $28.63万 | 0.09% | 5,800 | -491 | -7.8% | -$2.42万 | 减仓 |
| EFA | ISHARES TR | $28.68万 | 0.09% | 2,953 | -76 | -2.5% | -$7,381 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $28.80万 | 0.09% | 3,498 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $28.92万 | 0.09% | 4,691 | -100 | -2.1% | -$6,164 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $28.94万 | 0.09% | 4,684 | -462 | -9.0% | -$2.85万 | 减仓 |
| MCD | MCDONALDS CORP | $29.07万 | 0.09% | 936 | 203 | 27.7% | $6.31万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $30.31万 | 0.10% | 7,921 | 469 | 6.3% | $1.79万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.33万 | 0.10% | 1,834 | 1 | 0.1% | $165 | 加仓 |
| — | ELECTRONIC ARTS INC | $30.46万 | 0.10% | 1,494 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $30.90万 | 0.10% | 7,688 | 749 | 10.8% | $3.01万 | 加仓 |
| VHT | VANGUARD WORLD FD | $31.18万 | 0.10% | 1,145 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.49万 | 0.10% | 511 | -13 | -2.5% | -$8,010 | 减仓 |
| LLY | ELI LILLY & CO | $31.55万 | 0.10% | 343 | 58 | 20.4% | $5.33万 | 加仓 |
| GEV | GE VERNOVA INC | $31.81万 | 0.10% | 364 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $32.16万 | 0.11% | 2,903 | 2,903 | — | $32.16万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.95万 | 0.11% | 4,382 | -232 | -5.0% | -$1.74万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $33.44万 | 0.11% | 5,415 | -147 | -2.6% | -$9,078 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.72万 | 0.11% | 1,757 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $34.21万 | 0.11% | 1,173 | -138 | -10.5% | -$4.03万 | 减仓 |
| RTX | RTX CORPORATION | $34.43万 | 0.11% | 1,785 | -106 | -5.6% | -$2.04万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $34.57万 | 0.11% | 2,554 | -145 | -5.4% | -$1.96万 | 减仓 |
| EMR | EMERSON ELEC CO | $34.75万 | 0.11% | 2,652 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $34.81万 | 0.11% | 13,174 | -23 | -0.2% | -$608 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $35.22万 | 0.12% | 4,816 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $35.23万 | 0.12% | 505 | 77 | 18.0% | $5.37万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $35.42万 | 0.12% | 3,155 | 82 | 2.7% | $9,206 | 加仓 |
| BIL | SPDR SERIES TRUST | $35.63万 | 0.12% | 3,888 | -2,421 | -38.4% | -$22.19万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $36.05万 | 0.12% | 12,396 | 634 | 5.4% | $1.84万 | 加仓 |
| — | SSGA ACTIVE TR | $36.12万 | 0.12% | 14,100 | 200 | 1.4% | $5,123 | 加仓 |
| SPAB | SPDR SERIES TRUST | $36.71万 | 0.12% | 14,329 | -6,265 | -30.4% | -$16.05万 | 减仓 |