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 |
|---|---|---|---|---|---|---|---|---|
| INVA | INNOVIVA INC | $2,610 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $2,616 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| HIMX | HIMAX TECHNOLOGIES INC | $2,621 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $2,652 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2,657 | 0.00% | 23 | 23 | — | $2,657 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,671 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $2,691 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $2,721 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $2,752 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $2,758 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $2,872 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $2,918 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $2,952 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,012 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $3,014 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $3,027 | 0.00% | 200 | -100 | -33.3% | -$1,514 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $3,039 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $3,065 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,126 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $3,169 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $3,172 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $3,178 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3,222 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IQDF | FLEXSHARES TR | $3,252 | 0.00% | 103 | 1 | 1.0% | $32 | 加仓 |
| NIO | NIO INC | $3,310 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $3,319 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $3,322 | 0.00% | 33 | 33 | — | $3,322 | 新建仓 |
| DOCU | DOCUSIGN INC | $3,366 | 0.00% | 71 | -352 | -83.2% | -$1.67万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $3,380 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $3,399 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $3,407 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $3,418 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3,434 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $3,467 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $3,543 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3,544 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $3,599 | 0.00% | 18 | -3 | -14.3% | -$600 | 减仓 |
| XES | SPDR SERIES TRUST | $3,606 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND | $3,680 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $3,717 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $3,760 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $3,765 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IDEQ | LAZARD ACTIVE ETF TR | $3,810 | 0.00% | 120 | 120 | — | $3,810 | 新建仓 |
| MBC | MASTERBRAND INC | $3,906 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $3,908 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3,909 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,910 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $3,925 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3,932 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $4,008 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| RBBN | RIBBON COMMUNICATIONS INC | $4,070 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $4,101 | 0.00% | 12 | -38 | -76.0% | -$1.30万 | 减仓 |
| GPN | GLOBAL PMTS INC | $4,105 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $4,142 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $4,186 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $4,210 | 0.00% | 23 | 23 | — | $4,210 | 新建仓 |
| PPTA | PERPETUA RESOURCES CORP | $4,218 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $4,221 | 0.00% | 2,319 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $4,242 | 0.00% | 75 | -15 | -16.7% | -$848 | 减仓 |
| OKE | ONEOK INC NEW | $4,248 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DWM | WISDOMTREE TR | $4,263 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $4,316 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $4,320 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $4,333 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $4,388 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $4,393 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4,402 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $4,402 | 0.00% | 40 | 40 | — | $4,402 | 新建仓 |
| RUN | SUNRUN INC | $4,475 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $4,485 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $4,491 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $4,508 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $4,524 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,540 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $4,556 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $4,590 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $4,647 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $4,653 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $4,670 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $4,678 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $4,694 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $4,734 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $4,760 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORT | $4,784 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4,792 | 0.00% | 36 | -255 | -87.6% | -$3.39万 | 减仓 |
| WU | WESTERN UN CO | $4,802 | 0.00% | 550 | 550 | — | $4,802 | 新建仓 |
| DXJ | WISDOMTREE TR | $4,821 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $4,856 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4,857 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $4,900 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $4,901 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | AUREUS GREENWAY HLDGS INC | $4,916 | 0.00% | 1,450 | 1,450 | — | $4,916 | 新建仓 |
| MUSA | MURPHY USA INC | $4,940 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $4,954 | 0.00% | 245 | 245 | — | $4,954 | 新建仓 |
| — | ISHARES TR | $4,978 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $5,029 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $5,059 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $5,063 | 0.00% | 17 | 17 | — | $5,063 | 新建仓 |
| RUM | RUMBLE INC | $5,100 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $5,119 | 0.00% | 27 | 0 | 0.0% | — | 不变 |