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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $23.71万 | 0.07% | 3,294 | -529 | -13.8% | -$3.81万 | 减仓 |
| IAU | ISHARES GOLD TR | $23.74万 | 0.07% | 3,145 | 215 | 7.3% | $1.62万 | 加仓 |
| LOW | LOWES COS INC | $23.80万 | 0.07% | 694 | -483 | -41.0% | -$16.56万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $24.53万 | 0.07% | 1,388 | -1,166 | -45.7% | -$20.60万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $24.69万 | 0.08% | 1,690 | -265 | -13.6% | -$3.87万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $24.72万 | 0.08% | 5,659 | -224 | -3.8% | -$9,785 | 减仓 |
| CVS | CVS HEALTH CORP | $25.10万 | 0.08% | 2,424 | -142 | -5.5% | -$1.47万 | 减仓 |
| — | ELECTRONIC ARTS INC | $25.14万 | 0.08% | 1,226 | -268 | -17.9% | -$5.50万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $25.34万 | 0.08% | 3,078 | -210 | -6.4% | -$1.73万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $25.76万 | 0.08% | 666 | -10 | -1.5% | -$3,867 | 减仓 |
| CB | CHUBB LIMITED | $25.90万 | 0.08% | 760 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.98万 | 0.08% | 1,405 | -82 | -5.5% | -$1.52万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $26.68万 | 0.08% | 1,437 | -14 | -1.0% | -$2,599 | 减仓 |
| SPAB | SPDR SERIES TRUST | $27.00万 | 0.08% | 10,579 | -3,750 | -26.2% | -$9.57万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $27.18万 | 0.08% | 12,700 | -543 | -4.1% | -$1.16万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.36万 | 0.08% | 573 | -5 | -0.9% | -$2,388 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $27.43万 | 0.08% | 5,000 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $27.50万 | 0.08% | 1,005 | -950 | -48.6% | -$25.99万 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $27.61万 | 0.08% | 21,319 | -13,257 | -38.3% | -$17.17万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $28.11万 | 0.09% | 4,591 | -645 | -12.3% | -$3.95万 | 减仓 |
| CLS | CELESTICA INC | $28.13万 | 0.09% | 771 | -75 | -8.9% | -$2.74万 | 减仓 |
| EFA | ISHARES TR | $28.28万 | 0.09% | 2,722 | -231 | -7.8% | -$2.40万 | 减仓 |
| EZM | WISDOMTREE TR | $28.28万 | 0.09% | 3,732 | -239 | -6.0% | -$1.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.32万 | 0.09% | 10,825 | -290 | -2.6% | -$7,586 | 减仓 |
| JLL | JONES LANG LASALLE INC | $29.20万 | 0.09% | 3,835 | 3,817 | 21,205.6% | $29.06万 | 加仓 |
| EMR | EMERSON ELEC CO | $29.66万 | 0.09% | 2,072 | -580 | -21.9% | -$8.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.02万 | 0.09% | 600 | -317 | -34.6% | -$15.86万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.09万 | 0.09% | 3,399 | -3,917 | -53.5% | -$34.68万 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.18万 | 0.09% | 2,525 | -1,515 | -37.5% | -$18.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.35万 | 0.09% | 7,168 | -1,765 | -19.8% | -$7.47万 | 减仓 |
| IYH | ISHARES TR | $30.48万 | 0.09% | 4,548 | -143 | -3.0% | -$9,582 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $30.59万 | 0.09% | 3,419 | -79 | -2.3% | -$7,069 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $30.63万 | 0.09% | 4,387 | -297 | -6.3% | -$2.07万 | 减仓 |
| LFUS | LITTELFUSE INC | $30.77万 | 0.09% | 267 | 250 | 1,470.6% | $28.81万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $31.07万 | 0.09% | 5,798 | -2 | -0.0% | -$107 | 减仓 |
| JNK | SPDR SERIES TRUST | $31.36万 | 0.10% | 3,254 | -3,142 | -49.1% | -$30.28万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $31.44万 | 0.10% | 10,000 | 1,000 | 11.1% | $3.14万 | 加仓 |
| IJH | ISHARES TR | $31.45万 | 0.10% | 4,078 | 28 | 0.7% | $2,159 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $32.10万 | 0.10% | 1,774 | -60 | -3.3% | -$1.09万 | 减仓 |
| BIL | SPDR SERIES TRUST | $32.54万 | 0.10% | 3,577 | -311 | -8.0% | -$2.83万 | 减仓 |
| — | SSGA ACTIVE TR | $33.04万 | 0.10% | 12,800 | -1,300 | -9.2% | -$3.36万 | 减仓 |
| UDR | UDR INC | $33.72万 | 0.10% | 8,447 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $34.57万 | 0.11% | 6,629 | -1,737 | -20.8% | -$9.06万 | 减仓 |
| ARKG | ARK ETF TR | $34.77万 | 0.11% | 8,267 | -4,907 | -37.2% | -$20.64万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $35.02万 | 0.11% | 6,982 | -14,570 | -67.6% | -$73.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.02万 | 0.11% | 1,662 | -95 | -5.4% | -$2.00万 | 减仓 |
| HSY | HERSHEY CO | $35.09万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| — | VICTORY PORTFOLIOS II | $35.52万 | 0.11% | 5,415 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.98万 | 0.11% | 511 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $36.26万 | 0.11% | 5,908 | 4,728 | 400.7% | $29.02万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $36.31万 | 0.11% | 9,125 | 1,204 | 15.2% | $4.79万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.65万 | 0.11% | 3,141 | 545 | 21.0% | $6.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.41万 | 0.11% | 13,507 | 3,213 | 31.2% | $8.90万 | 加仓 |
| C | CITIGROUP INC | $37.48万 | 0.11% | 2,676 | 200 | 8.1% | $2.80万 | 加仓 |
| PFE | PFIZER INC | $37.61万 | 0.11% | 15,343 | -2,449 | -13.8% | -$6.00万 | 减仓 |
| JD | JD.COM INC | $37.69万 | 0.11% | 7,756 | 7,665 | 8,423.1% | $37.24万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $37.69万 | 0.11% | 2,850 | -305 | -9.7% | -$4.03万 | 减仓 |
| GEV | GE VERNOVA INC | $37.77万 | 0.11% | 321 | -43 | -11.8% | -$5.06万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $38.24万 | 0.12% | 8,101 | 413 | 5.4% | $1.95万 | 加仓 |
| ARKW | ARK ETF TR | $38.88万 | 0.12% | 2,684 | -3,697 | -57.9% | -$53.56万 | 减仓 |
| — | PIMCO STRATEGIC INCOME FD | $39.12万 | 0.12% | 71,788 | -39,564 | -35.5% | -$21.56万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.42万 | 0.12% | 2,481 | -348 | -12.3% | -$5.53万 | 减仓 |
| IEFA | ISHARES TR | $39.59万 | 0.12% | 4,146 | 3,880 | 1,458.6% | $37.05万 | 加仓 |
| MUSA | MURPHY USA INC | $39.76万 | 0.12% | 1,040 | 1,030 | 10,300.0% | $39.38万 | 加仓 |
| PBI | PITNEY BOWES INC | $39.77万 | 0.12% | 22,700 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $40.12万 | 0.12% | 12,654 | -4,392 | -25.8% | -$13.93万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $40.33万 | 0.12% | 2,382 | -757 | -24.1% | -$12.82万 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.66万 | 0.12% | 2,452 | -357 | -12.7% | -$5.92万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $41.27万 | 0.13% | 11,724 | -672 | -5.4% | -$2.37万 | 减仓 |
| AMGN | AMGEN INC | $41.34万 | 0.13% | 1,141 | -109 | -8.7% | -$3.95万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $41.93万 | 0.13% | 1,381 | 197 | 16.6% | $5.98万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $42.18万 | 0.13% | 5,038 | -96 | -1.9% | -$8,037 | 减仓 |
| VOE | VANGUARD INDEX FDS | $42.31万 | 0.13% | 2,118 | -44 | -2.0% | -$8,790 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $42.32万 | 0.13% | 1,282 | 109 | 9.3% | $3.60万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $42.51万 | 0.13% | 8,147 | 7,597 | 1,381.3% | $39.64万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $42.61万 | 0.13% | 3,198 | 295 | 10.2% | $3.93万 | 加仓 |
| ORCL | ORACLE CORP | $42.72万 | 0.13% | 2,913 | -178 | -5.8% | -$2.61万 | 减仓 |
| PEP | PEPSICO INC | $43.14万 | 0.13% | 3,186 | -16 | -0.5% | -$2,167 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $43.43万 | 0.13% | 9,258 | -229 | -2.4% | -$1.07万 | 减仓 |
| DON | WISDOMTREE TR | $44.28万 | 0.13% | 7,834 | 7 | 0.1% | $396 | 加仓 |
| UI | UBIQUITI INC | $44.48万 | 0.14% | 833 | -387 | -31.7% | -$20.67万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $44.49万 | 0.14% | 6,214 | -672 | -9.8% | -$4.81万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $44.95万 | 0.14% | 1,454 | -3 | -0.2% | -$927 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $44.98万 | 0.14% | 11,850 | 11,250 | 1,875.0% | $42.70万 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $45.56万 | 0.14% | 9,725 | -1,000 | -9.3% | -$4.68万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $47.19万 | 0.14% | 1,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.24万 | 0.14% | 1,877 | -669 | -26.3% | -$16.84万 | 减仓 |
| F | FORD MTR CO | $48.12万 | 0.15% | 34,616 | -4,438 | -11.4% | -$6.17万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $48.31万 | 0.15% | 1,962 | 680 | 53.0% | $16.74万 | 加仓 |
| ICF | ISHARES TR | $48.54万 | 0.15% | 7,178 | -131 | -1.8% | -$8,859 | 减仓 |
| META | META PLATFORMS INC | $49.54万 | 0.15% | 879 | 10 | 1.2% | $5,636 | 加仓 |
| PULS | PGIM ETF TR | $50.50万 | 0.15% | 10,191 | 8,105 | 388.5% | $40.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $50.70万 | 0.15% | 542 | -190 | -26.0% | -$17.77万 | 减仓 |
| GLD | SPDR GOLD TR | $51.68万 | 0.16% | 1,403 | 39 | 2.9% | $1.44万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $52.66万 | 0.16% | 5,355 | -14,800 | -73.4% | -$145.53万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $52.88万 | 0.16% | 10,390 | -3,420 | -24.8% | -$17.41万 | 减仓 |
| BAC | BANK OF AMER CORP | $55.03万 | 0.17% | 9,656 | 98 | 1.0% | $5,585 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $55.20万 | 0.17% | 13,700 | -1,950 | -12.5% | -$7.86万 | 减仓 |
| MET | METLIFE INC | $55.55万 | 0.17% | 4,353 | 3,674 | 541.1% | $46.88万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $59.59万 | 0.18% | 13,768 | 3,132 | 29.4% | $13.56万 | 加仓 |