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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $402.25万 | 1.22% | 5,856 | -107 | -1.8% | -$7.35万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $408.55万 | 1.24% | 99,030 | 1,416 | 1.5% | $5.84万 | 加仓 |
| AAPL | APPLE INC | $408.97万 | 1.24% | 14,128 | -3,153 | -18.2% | -$91.27万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $463.73万 | 1.41% | 98,709 | 81,883 | 486.6% | $384.68万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $489.66万 | 1.49% | 28,760 | 1,286 | 4.7% | $21.89万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $499.32万 | 1.52% | 13,490 | -13,101 | -49.3% | -$484.92万 | 减仓 |
| AMZN | AMAZON COM INC | $501.13万 | 1.52% | 21,029 | -9,287 | -30.6% | -$221.31万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $566.32万 | 1.72% | 62,178 | 2,613 | 4.4% | $23.80万 | 加仓 |
| IVV | ISHARES TR | $658.34万 | 2.00% | 8,772 | 633 | 7.8% | $47.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $902.92万 | 2.75% | 45,125 | -1,920 | -4.1% | -$38.42万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $903.09万 | 2.75% | 22,709 | 22,542 | 13,498.2% | $896.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $958.19万 | 2.91% | 325,905 | 9,891 | 3.1% | $29.08万 | 加仓 |
| FTNT | FORTINET INC | $1,494.94万 | 4.54% | 97,314 | 96,709 | 15,985.0% | $1,485.64万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,625.30万 | 4.94% | 321,613 | 294,701 | 1,095.1% | $1,489.30万 | 加仓 |