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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $117.35万 | 0.38% | 18,314 | -148 | -0.8% | -$9,483 | 减仓 |
| IMTM | ISHARES TR | $117.63万 | 0.38% | 24,495 | 1,732 | 7.6% | $8.32万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $118.49万 | 0.39% | 15,063 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $121.59万 | 0.40% | 26,912 | 4,451 | 19.8% | $20.11万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $123.48万 | 0.40% | 4,744 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $126.49万 | 0.41% | 4,828 | -26 | -0.5% | -$6,812 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $126.85万 | 0.41% | 45,548 | 2,957 | 6.9% | $8.24万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $129.31万 | 0.42% | 27,747 | 11,586 | 71.7% | $54.00万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $131.50万 | 0.43% | 24,882 | -262 | -1.0% | -$1.38万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $131.55万 | 0.43% | 20,155 | 899 | 4.7% | $5.87万 | 加仓 |
| AVGO | BROADCOM INC | $133.15万 | 0.43% | 4,302 | 338 | 8.5% | $10.46万 | 加仓 |
| GOOG | ALPHABET INC | $139.80万 | 0.46% | 4,873 | 91 | 1.9% | $2.61万 | 加仓 |
| STT | STATE STR CORP | $149.18万 | 0.49% | 11,787 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $151.84万 | 0.50% | 17,118 | 1,177 | 7.4% | $10.44万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $153.71万 | 0.50% | 13,711 | 708 | 5.4% | $7.94万 | 加仓 |
| GOOGL | ALPHABET INC | $158.17万 | 0.52% | 5,500 | 44 | 0.8% | $1.27万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $159.51万 | 0.52% | 60,329 | -11,087 | -15.5% | -$29.31万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $162.90万 | 0.53% | 33,340 | -1,944 | -5.5% | -$9.50万 | 减仓 |
| UNP | UNION PAC CORP | $164.96万 | 0.54% | 6,799 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $168.28万 | 0.55% | 2,582 | -88 | -3.3% | -$5.74万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $180.39万 | 0.59% | 58,263 | 2,474 | 4.4% | $7.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $183.18万 | 0.60% | 43,061 | 7,613 | 21.5% | $32.39万 | 加仓 |
| CSX | CSX CORP | $184.72万 | 0.60% | 45,000 | -284 | -0.6% | -$1.17万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $187.35万 | 0.61% | 38,289 | 1,298 | 3.5% | $6.35万 | 加仓 |
| VO | VANGUARD INDEX FDS | $187.98万 | 0.61% | 6,543 | 88 | 1.4% | $2.53万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $188.60万 | 0.62% | 27,621 | 4,785 | 21.0% | $32.67万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $189.35万 | 0.62% | 14,246 | 1,030 | 7.8% | $13.69万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $191.04万 | 0.62% | 24,960 | -1,863 | -6.9% | -$14.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $195.91万 | 0.64% | 8,014 | 1,033 | 14.8% | $25.25万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $201.64万 | 0.66% | 38,203 | 1,564 | 4.3% | $8.25万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $208.35万 | 0.68% | 14,068 | -296 | -2.1% | -$4.38万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $211.37万 | 0.69% | 62,424 | 1,716 | 2.8% | $5.81万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $211.50万 | 0.69% | 53,638 | 6,258 | 13.2% | $24.68万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $217.94万 | 0.71% | 54,854 | 2,988 | 5.8% | $11.87万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $223.03万 | 0.73% | 48,410 | 21,285 | 78.5% | $98.06万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $234.56万 | 0.77% | 80,524 | 4,363 | 5.7% | $12.71万 | 加仓 |
| — | EXXON MOBIL CORP | $246.22万 | 0.80% | 14,513 | -2 | -0.0% | -$339 | 减仓 |
| VUG | VANGUARD INDEX FDS | $246.89万 | 0.81% | 5,646 | -24 | -0.4% | -$1.05万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $250.61万 | 0.82% | 32,502 | 1,134 | 3.6% | $8.74万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $251.55万 | 0.82% | 53,486 | -816 | -1.5% | -$3.84万 | 减仓 |
| ARKK | ARK ETF TR | $251.61万 | 0.82% | 37,226 | -1,782 | -4.6% | -$12.04万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $251.76万 | 0.82% | 12,831 | -367 | -2.8% | -$7.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $279.18万 | 0.91% | 9,491 | 367 | 4.0% | $10.80万 | 加仓 |
| AME | AMETEK INC | $297.72万 | 0.97% | 13,889 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $303.61万 | 0.99% | 120,960 | 5,019 | 4.3% | $12.60万 | 加仓 |
| PYLD | PIMCO ETF TR | $321.61万 | 1.05% | 122,753 | 53,561 | 77.4% | $140.33万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $332.65万 | 1.09% | 60,219 | 11,114 | 22.6% | $61.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $347.10万 | 1.13% | 9,376 | 1,001 | 12.0% | $37.06万 | 加仓 |
| DFVX | DIMENSIONAL ETF TRUST | $347.38万 | 1.13% | 46,756 | 5,800 | 14.2% | $43.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $356.33万 | 1.16% | 5,963 | 220 | 3.8% | $13.15万 | 加仓 |
| COWZ | PACER FDS TR | $375.40万 | 1.23% | 60,006 | 1,500 | 2.6% | $9.38万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $380.30万 | 1.24% | 97,614 | 3,728 | 4.0% | $14.52万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $382.55万 | 1.25% | 73,667 | 10,617 | 16.8% | $55.13万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $410.00万 | 1.34% | 27,474 | 1,311 | 5.0% | $19.56万 | 加仓 |
| AAPL | APPLE INC | $438.56万 | 1.43% | 17,281 | 1,232 | 7.7% | $31.27万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $439.12万 | 1.43% | 93,271 | 4,050 | 4.5% | $19.07万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $470.92万 | 1.54% | 59,565 | 3,199 | 5.7% | $25.29万 | 加仓 |
| VV | VANGUARD INDEX FDS | $471.30万 | 1.54% | 15,770 | 684 | 4.5% | $20.44万 | 加仓 |
| IVV | ISHARES TR | $531.78万 | 1.74% | 8,139 | 485 | 6.3% | $31.69万 | 加仓 |
| AMZN | AMAZON COM INC | $631.39万 | 2.06% | 30,316 | 416 | 1.4% | $8.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $810.26万 | 2.65% | 316,014 | 41,353 | 15.1% | $106.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $820.47万 | 2.68% | 47,045 | 11,468 | 32.2% | $200.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $853.05万 | 2.79% | 26,591 | -101 | -0.4% | -$3.24万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,701.88万 | 5.56% | 337,876 | 16,125 | 5.0% | $81.22万 | 加仓 |