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 |
|---|---|---|---|---|---|---|---|---|
| PFFD | GLOBAL X FDS | $36.88万 | 0.12% | 20,046 | -1,071 | -5.1% | -$1.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.19万 | 0.12% | 857 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $37.39万 | 0.12% | 3,252 | 13 | 0.4% | $1,495 | 加仓 |
| IXUS | ISHARES TR | $37.57万 | 0.12% | 4,336 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $37.76万 | 0.12% | 1,457 | -119 | -7.6% | -$3.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.97万 | 0.12% | 2,596 | 955 | 58.2% | $13.97万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.29万 | 0.13% | 7,565 | -22,871 | -75.1% | -$115.75万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $38.54万 | 0.13% | 3,139 | -16 | -0.5% | -$1,964 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $38.61万 | 0.13% | 5,134 | -599 | -10.4% | -$4.51万 | 减仓 |
| TTE | TOTALENERGIES SE | $38.68万 | 0.13% | 4,212 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $39.45万 | 0.13% | 8,366 | -1,068 | -11.3% | -$5.04万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.90万 | 0.13% | 2,162 | -216 | -9.1% | -$3.99万 | 减仓 |
| ARKQ | ARK ETF TR | $40.66万 | 0.13% | 3,615 | -24 | -0.7% | -$2,699 | 减仓 |
| DON | WISDOMTREE TR | $41.12万 | 0.13% | 7,827 | -277 | -3.4% | -$1.46万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $41.46万 | 0.14% | 10,636 | 10,507 | 8,145.0% | $40.96万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.46万 | 0.14% | 2,829 | -3,476 | -55.1% | -$50.95万 | 减仓 |
| HSY | HERSHEY CO | $41.58万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $42.46万 | 0.14% | 6,325 | -208 | -3.2% | -$1.40万 | 减仓 |
| — | HONEYWELL INTL INC | $42.52万 | 0.14% | 1,881 | 400 | 27.0% | $9.04万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $43.05万 | 0.14% | 1,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.94万 | 0.14% | 917 | -4 | -0.4% | -$1,917 | 减仓 |
| AMGN | AMGEN INC | $43.97万 | 0.14% | 1,250 | 151 | 13.7% | $5.31万 | 加仓 |
| GLW | CORNING INC | $44.37万 | 0.14% | 3,263 | 33 | 1.0% | $4,487 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $44.44万 | 0.15% | 9,487 | -280 | -2.9% | -$1.31万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.85万 | 0.15% | 8,933 | -744 | -7.7% | -$3.74万 | 减仓 |
| F | FORD MTR CO | $45.07万 | 0.15% | 39,054 | 2,802 | 7.7% | $3.23万 | 加仓 |
| ICF | ISHARES TR | $45.24万 | 0.15% | 7,309 | -123 | -1.7% | -$7,612 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $45.29万 | 0.15% | 34,576 | -132 | -0.4% | -$1,729 | 减仓 |
| ORCL | ORACLE CORP | $45.48万 | 0.15% | 3,091 | 213 | 7.4% | $3.13万 | 加仓 |
| MGC | VANGUARD WORLD FD | $46.21万 | 0.15% | 1,955 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $46.60万 | 0.15% | 9,558 | 3 | 0.0% | $146 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $46.81万 | 0.15% | 5,046 | -186 | -3.6% | -$1.73万 | 减仓 |
| AOR | ISHARES TR | $49.04万 | 0.16% | 7,620 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $49.72万 | 0.16% | 3,202 | 474 | 17.4% | $7.36万 | 加仓 |
| META | META PLATFORMS INC | $49.74万 | 0.16% | 869 | 31 | 3.7% | $1.77万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $49.80万 | 0.16% | 56,719 | 411 | 0.7% | $3,609 | 加仓 |
| PFE | PFIZER INC | $49.96万 | 0.16% | 17,792 | 1,346 | 8.2% | $3.78万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $49.99万 | 0.16% | 10,725 | 800 | 8.1% | $3.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $51.09万 | 0.17% | 2,391 | -11 | -0.5% | -$2,350 | 减仓 |
| TSLA | TESLA INC | $51.38万 | 0.17% | 1,382 | 204 | 17.3% | $7.58万 | 加仓 |
| IJR | ISHARES TR | $51.58万 | 0.17% | 4,140 | -48 | -1.1% | -$5,981 | 减仓 |
| HSBC | HSBC HLDGS PLC | $51.80万 | 0.17% | 6,280 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $51.93万 | 0.17% | 1,829 | -69 | -3.6% | -$1.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.30万 | 0.17% | 17,046 | -28,369 | -62.5% | -$87.04万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $53.08万 | 0.17% | 6,886 | -17 | -0.2% | -$1,310 | 减仓 |
| BOND | PIMCO ETF TR | $53.15万 | 0.17% | 5,759 | 2,722 | 89.6% | $25.12万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $53.74万 | 0.18% | 16,309 | 1,150 | 7.6% | $3.79万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $55.05万 | 0.18% | 31,016 | -1,447 | -4.5% | -$2.57万 | 减仓 |
| ABBV | ABBVIE INC | $55.38万 | 0.18% | 2,546 | -87 | -3.3% | -$1.89万 | 减仓 |
| MRK | MERCK & CO INC | $56.72万 | 0.19% | 4,715 | 766 | 19.4% | $9.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.10万 | 0.19% | 2,809 | 553 | 24.5% | $11.44万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $58.60万 | 0.19% | 27,270 | 1,843 | 7.2% | $3.96万 | 加仓 |
| GLD | SPDR GOLD TR | $58.69万 | 0.19% | 1,364 | -175 | -11.4% | -$7.53万 | 减仓 |
| — | PIMCO STRATEGIC INCOME FD | $59.68万 | 0.19% | 111,352 | -1,373 | -1.2% | -$7,359 | 减仓 |
| ROE | EA SERIES TRUST | $60.10万 | 0.20% | 16,964 | 232 | 1.4% | $8,220 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $60.13万 | 0.20% | 7,088 | 7,026 | 11,332.3% | $59.61万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $60.24万 | 0.20% | 143 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $60.31万 | 0.20% | 7,316 | 488 | 7.1% | $4.02万 | 加仓 |
| JNK | SPDR SERIES TRUST | $61.22万 | 0.20% | 6,396 | 94 | 1.5% | $8,997 | 加仓 |
| SPMD | SPDR SERIES TRUST | $62.24万 | 0.20% | 10,511 | -68 | -0.6% | -$4,026 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $62.82万 | 0.21% | 15,650 | -140 | -0.9% | -$5,620 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $65.40万 | 0.21% | 10,428 | -25 | -0.2% | -$1,568 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $66.31万 | 0.22% | 13,367 | -318 | -2.3% | -$1.58万 | 减仓 |
| CAT | CATERPILLAR INC | $66.33万 | 0.22% | 937 | 65 | 7.5% | $4.60万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $67.20万 | 0.22% | 13,035 | 10,035 | 334.5% | $51.73万 | 加仓 |
| SSD | SIMPSON MFG INC | $68.65万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $69.72万 | 0.23% | 11,380 | 2,864 | 33.6% | $17.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.79万 | 0.23% | 2,579 | 241 | 10.3% | $6.52万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $70.08万 | 0.23% | 13,810 | -1,750 | -11.2% | -$8.88万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $70.39万 | 0.23% | 15,602 | -1,162 | -6.9% | -$5.24万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $71.98万 | 0.24% | 12,783 | -54 | -0.4% | -$3,041 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $72.57万 | 0.24% | 14,150 | -2,120 | -13.0% | -$10.87万 | 减仓 |
| FRDM | EA SERIES TRUST | $72.68万 | 0.24% | 13,299 | -116 | -0.9% | -$6,339 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $72.94万 | 0.24% | 732 | -58 | -7.3% | -$5.78万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $73.15万 | 0.24% | 22,556 | 1,663 | 8.0% | $5.39万 | 加仓 |
| ARKW | ARK ETF TR | $76.96万 | 0.25% | 6,381 | -175 | -2.7% | -$2.11万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $76.97万 | 0.25% | 22,608 | -195 | -0.9% | -$6,639 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $78.60万 | 0.26% | 10,946 | 10,946 | — | $78.60万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $79.62万 | 0.26% | 19,641 | -2,075 | -9.6% | -$8.41万 | 减仓 |
| HD | HOME DEPOT INC | $79.94万 | 0.26% | 2,431 | 140 | 6.1% | $4.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $81.21万 | 0.27% | 3,738 | 319 | 9.3% | $6.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $82.00万 | 0.27% | 4,224 | 283 | 7.2% | $5.49万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $84.51万 | 0.28% | 11,477 | -1,367 | -10.6% | -$10.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $86.75万 | 0.28% | 13,891 | -62 | -0.4% | -$3,872 | 减仓 |
| KO | COCA COLA CO | $89.00万 | 0.29% | 11,703 | 133 | 1.1% | $1.01万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $89.18万 | 0.29% | 42,550 | 22,560 | 112.9% | $47.29万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $93.08万 | 0.30% | 17,220 | -296 | -1.7% | -$1.60万 | 减仓 |
| UI | UBIQUITI INC | $96.42万 | 0.31% | 1,220 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $97.64万 | 0.32% | 4,029 | 435 | 12.1% | $10.54万 | 加仓 |
| WMT | WALMART INC | $102.54万 | 0.33% | 8,251 | -44 | -0.5% | -$5,468 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $103.18万 | 0.34% | 16,826 | -5,728 | -25.4% | -$35.12万 | 减仓 |
| WAB | WABTEC | $103.65万 | 0.34% | 4,147 | -3 | -0.1% | -$750 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $104.32万 | 0.34% | 22,853 | 1,751 | 8.3% | $7.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $104.82万 | 0.34% | 7,257 | 240 | 3.4% | $3.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $105.85万 | 0.35% | 4,922 | -190 | -3.7% | -$4.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $106.51万 | 0.35% | 30,396 | 217 | 0.7% | $7,604 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $108.02万 | 0.35% | 21,552 | -18,924 | -46.8% | -$94.85万 | 减仓 |
| CSCO | CISCO SYS INC | $108.25万 | 0.35% | 13,952 | 1,408 | 11.2% | $10.92万 | 加仓 |
| GWW | WW GRAINGER INC | $109.08万 | 0.36% | 1,000 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $110.64万 | 0.36% | 38,164 | 2,697 | 7.6% | $7.82万 | 加仓 |