Medallion Wealth Advisors, LLC
FARMINGTON CT · SEC CIK 0002131139
$3.29亿2026Q2 申报市值
1,219持仓数
26.1%前十大占比 · 第一大 4.9%
189 / 95新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JMBS 加仓+$1,489.30万
FTNT 加仓+$1,485.64万
ISRG 加仓+$896.45万
JQUA 加仓+$384.68万
MCHP 加仓+$316.43万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$1,450.10万
VTI 减仓-$484.92万
JCPB 减仓-$435.92万
SPMO 减仓-$388.93万
JPM 减仓-$302.91万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | WESTERN ASSET PREMIER BD FD | $6.69万 | 0.02% | 6,280 | -12,133 | -65.9% | -$12.92万 | 减仓 |
| AFL | AFLAC INC | $6.73万 | 0.02% | 574 | 1 | 0.2% | $117 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6.79万 | 0.02% | 825 | -192 | -18.9% | -$1.58万 | 减仓 |
| VOX | VANGUARD WORLD FD | $6.81万 | 0.02% | 370 | -380 | -50.7% | -$6.99万 | 减仓 |
| SMR | NUSCALE PWR CORP | $6.82万 | 0.02% | 6,800 | 4,400 | 183.3% | $4.41万 | 加仓 |
| NEM | NEWMONT CORP | $6.84万 | 0.02% | 732 | 302 | 70.2% | $2.82万 | 加仓 |
| DIS | DISNEY WALT CO | $6.85万 | 0.02% | 711 | -211 | -22.9% | -$2.03万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6.87万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $6.87万 | 0.02% | 1,300 | -47 | -3.5% | -$2,485 | 减仓 |
| EFAV | ISHARES TR | $6.89万 | 0.02% | 1,198 | -1,615 | -57.4% | -$9.29万 | 减仓 |
| USB | US BANCORP | $6.90万 | 0.02% | 1,141 | -5 | -0.4% | -$302 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $6.92万 | 0.02% | 1,845 | -39 | -2.1% | -$1,463 | 减仓 |
| XJH | ISHARES TR | $6.94万 | 0.02% | 1,328 | -477 | -26.4% | -$2.49万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6.98万 | 0.02% | 576 | 155 | 36.8% | $1.88万 | 加仓 |
| DLS | WISDOMTREE TR | $7.00万 | 0.02% | 835 | 5 | 0.6% | $419 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.08万 | 0.02% | 70 | 30 | 75.0% | $3.03万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $7.08万 | 0.02% | 1,284 | 1,284 | — | $7.08万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $7.09万 | 0.02% | 967 | 0 | 0.0% | — | 不变 |
| — | AIR INDS GROUP | $7.09万 | 0.02% | 23,486 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $7.16万 | 0.02% | 507 | -180 | -26.2% | -$2.54万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $7.16万 | 0.02% | 517 | -2 | -0.4% | -$277 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $7.17万 | 0.02% | 1,786 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $7.20万 | 0.02% | 580 | -1,948 | -77.1% | -$24.19万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $7.26万 | 0.02% | 425 | 425 | — | $7.26万 | 新建仓 |
| CR | CRANE COMPANY | $7.29万 | 0.02% | 333 | -35 | -9.5% | -$7,666 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $7.32万 | 0.02% | 149 | -8 | -5.1% | -$3,929 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $7.32万 | 0.02% | 1,610 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $7.32万 | 0.02% | 578 | 578 | — | $7.32万 | 新建仓 |
| DBEF | DBX ETF TR | $7.35万 | 0.02% | 1,346 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7.42万 | 0.02% | 148 | -415 | -73.7% | -$20.81万 | 减仓 |
| ING | ING GROEP N.V. | $7.42万 | 0.02% | 2,365 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $7.60万 | 0.02% | 449 | 3 | 0.7% | $508 | 加仓 |
| MSFT | MICROSOFT CORP | $7.64万 | 0.02% | 238 | -9,138 | -97.5% | -$293.43万 | 减仓 |
| CNC | CENTENE CORP DEL | $7.73万 | 0.02% | 1,204 | 473 | 64.7% | $3.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7.76万 | 0.02% | 237 | -9,254 | -97.5% | -$302.91万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.76万 | 0.02% | 1,833 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $7.76万 | 0.02% | 950 | -5,375 | -85.0% | -$43.91万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $7.76万 | 0.02% | 824 | 104 | 14.4% | $9,797 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $7.87万 | 0.02% | 325 | 307 | 1,705.6% | $7.43万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $8.05万 | 0.02% | 3,084 | 1,975 | 178.1% | $5.16万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $8.21万 | 0.02% | 658 | 8 | 1.2% | $998 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $8.21万 | 0.02% | 1,761 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $8.29万 | 0.03% | 1,300 | 427 | 48.9% | $2.72万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $8.37万 | 0.03% | 194 | -115 | -37.2% | -$4.96万 | 减仓 |
| IYK | ISHARES TR | $8.50万 | 0.03% | 1,170 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $8.51万 | 0.03% | 1,205 | 5 | 0.4% | $353 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $8.66万 | 0.03% | 1,966 | 2 | 0.1% | $88 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $8.89万 | 0.03% | 1,440 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $8.90万 | 0.03% | 899 | -28 | -3.0% | -$2,771 | 减仓 |
| RWR | SPDR SERIES TRUST | $8.93万 | 0.03% | 790 | 27 | 3.5% | $3,051 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $9.08万 | 0.03% | 1,827 | -105 | -5.4% | -$5,219 | 减仓 |
| HRB | BLOCK H & R INC | $9.14万 | 0.03% | 2,400 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $9.21万 | 0.03% | 597 | 83 | 16.1% | $1.28万 | 加仓 |
| TXT | TEXTRON INC | $9.23万 | 0.03% | 1,006 | 1 | 0.1% | $92 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $9.31万 | 0.03% | 2,237 | -4,031 | -64.3% | -$16.78万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $9.39万 | 0.03% | 1,393 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $9.42万 | 0.03% | 1,173 | 51 | 4.5% | $4,094 | 加仓 |
| TIP | ISHARES TR | $9.48万 | 0.03% | 866 | -513 | -37.2% | -$5.61万 | 减仓 |
| NOW | SERVICENOW INC | $9.52万 | 0.03% | 959 | -188 | -16.4% | -$1.87万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $9.57万 | 0.03% | 335 | 40 | 13.6% | $1.14万 | 加仓 |
| HUBB | HUBBELL INC | $9.69万 | 0.03% | 185 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $9.70万 | 0.03% | 510 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $9.78万 | 0.03% | 5,859 | 220 | 3.9% | $3,674 | 加仓 |
| TLT | ISHARES TR | $9.96万 | 0.03% | 1,152 | 66 | 6.1% | $5,704 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $10.02万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $10.05万 | 0.03% | 1,389 | -1,239 | -47.1% | -$8.96万 | 减仓 |
| KHC | KRAFT HEINZ CO | $10.15万 | 0.03% | 1,015 | 675 | 198.5% | $6.75万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $10.18万 | 0.03% | 1,224 | 1 | 0.1% | $83 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $10.23万 | 0.03% | 1,096 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $10.35万 | 0.03% | 1,105 | 31 | 2.9% | $2,903 | 加仓 |
| IYF | ISHARES TR | $10.52万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $10.57万 | 0.03% | 8,354 | -42 | -0.5% | -$531 | 减仓 |
| MAS | MASCO CORP | $10.69万 | 0.03% | 642 | 93 | 16.9% | $1.55万 | 加仓 |
| QQQI | NEOS ETF TRUST | $10.72万 | 0.03% | 1,880 | 53 | 2.9% | $3,021 | 加仓 |
| FSK | FS KKR CAP CORP | $10.75万 | 0.03% | 10,238 | -7,677 | -42.9% | -$8.06万 | 减仓 |
| CBT | CABOT CORP | $10.90万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $11.01万 | 0.03% | 2,147 | 1,947 | 973.5% | $9.98万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $11.19万 | 0.03% | 2,540 | -810 | -24.2% | -$3.57万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $11.29万 | 0.03% | 1,958 | -146 | -6.9% | -$8,420 | 减仓 |
| ET | ENERGY TRANSFER L P | $11.32万 | 0.03% | 5,922 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $11.32万 | 0.03% | 2,275 | -200 | -8.1% | -$9,956 | 减仓 |
| DGRO | ISHARES TR | $11.36万 | 0.03% | 2,082 | 1,485 | 248.7% | $8.10万 | 加仓 |
| PSK | SPDR SERIES TRUST | $11.40万 | 0.03% | 3,735 | -1,630 | -30.4% | -$4.98万 | 减仓 |
| ENB | ENBRIDGE INC | $11.50万 | 0.03% | 2,121 | -304 | -12.5% | -$1.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $11.54万 | 0.04% | 100 | -25 | -20.0% | -$2.89万 | 减仓 |
| O | REALTY INCOME CORP | $11.61万 | 0.04% | 1,873 | -382 | -16.9% | -$2.37万 | 减仓 |
| IWD | ISHARES TR | $11.64万 | 0.04% | 480 | -592 | -55.2% | -$14.35万 | 减仓 |
| NUE | NUCOR CORP | $11.67万 | 0.04% | 524 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $11.68万 | 0.04% | 4,592 | -300 | -6.1% | -$7,632 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $11.82万 | 0.04% | 476 | 385 | 423.1% | $9.56万 | 加仓 |
| SBUX | STARBUCKS CORP | $11.84万 | 0.04% | 1,158 | 3 | 0.3% | $307 | 加仓 |
| SPIB | SPDR SERIES TRUST | $11.93万 | 0.04% | 3,564 | -55 | -1.5% | -$1,840 | 减仓 |
| MEAR | ISHARES U S ETF TR | $11.93万 | 0.04% | 2,363 | 802 | 51.4% | $4.05万 | 加仓 |
| IYW | ISHARES TR | $11.96万 | 0.04% | 474 | -110 | -18.8% | -$2.77万 | 减仓 |
| SHEL | SHELL PLC | $11.97万 | 0.04% | 1,542 | -261 | -14.5% | -$2.03万 | 减仓 |
| IJJ | ISHARES TR | $11.98万 | 0.04% | 811 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $12.01万 | 0.04% | 2,084 | -1,038 | -33.2% | -$5.98万 | 减仓 |
| IAT | ISHARES TR | $12.05万 | 0.04% | 1,937 | -1,043 | -35.0% | -$6.49万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $12.07万 | 0.04% | 955 | -621 | -39.4% | -$7.85万 | 减仓 |
| SYY | SYSCO CORP | $12.20万 | 0.04% | 1,460 | 0 | 0.0% | — | 不变 |