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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $130 | 0.00% | 1 | 1 | — | $130 | 新建仓 |
| MC | MOELIS & CO | $131 | 0.00% | 2 | 2 | — | $131 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $133 | 0.00% | 1 | 1 | — | $133 | 新建仓 |
| FTI | TECHNIPFMC PLC | $133 | 0.00% | 2 | 2 | — | $133 | 新建仓 |
| MBC | MASTERBRAND INC | $134 | 0.00% | 13 | -457 | -97.2% | -$4,703 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $136 | 0.00% | 4 | 4 | — | $136 | 新建仓 |
| PHM | PULTE GROUP INC | $137 | 0.00% | 1 | 1 | — | $137 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $139 | 0.00% | 2 | 2 | — | $139 | 新建仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $141 | 0.00% | 5 | 5 | — | $141 | 新建仓 |
| BANC | BANC OF CALIFORNIA INC | $143 | 0.00% | 7 | 7 | — | $143 | 新建仓 |
| UMBF | UMB FINL CORP | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| GEN | GEN DIGITAL INC | $149 | 0.00% | 6 | 6 | — | $149 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $150 | 0.00% | 3 | 3 | — | $150 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $156 | 0.00% | 2 | 2 | — | $156 | 新建仓 |
| AA | ALCOA CORP | $156 | 0.00% | 3 | 3 | — | $156 | 新建仓 |
| VVV | VALVOLINE INC | $158 | 0.00% | 4 | 4 | — | $158 | 新建仓 |
| P | EVERPURE INC | $158 | 0.00% | 2 | 2 | — | $158 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $161 | 0.00% | 1 | 1 | — | $161 | 新建仓 |
| RBRK | RUBRIK INC. | $161 | 0.00% | 2 | 2 | — | $161 | 新建仓 |
| AVY | AVERY DENNISON CORP | $162 | 0.00% | 1 | 1 | — | $162 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $163 | 0.00% | 2 | 2 | — | $163 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $165 | 0.00% | 4 | -64 | -94.1% | -$2,640 | 减仓 |
| — | TILRAY BRANDS INC | $165 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $168 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $168 | 0.00% | 3 | 3 | — | $168 | 新建仓 |
| S | SENTINELONE INC | $170 | 0.00% | 10 | 10 | — | $170 | 新建仓 |
| CYTK | CYTOKINETICS INC | $170 | 0.00% | 2 | 2 | — | $170 | 新建仓 |
| — | ETF SER SOLUTIONS | $172 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $174 | 0.00% | 2 | 2 | — | $174 | 新建仓 |
| NTRS | NORTHERN TR CORP | $174 | 0.00% | 1 | 1 | — | $174 | 新建仓 |
| CVLG | COVENANT LOGISTICS GROUP INC | $177 | 0.00% | 4 | 4 | — | $177 | 新建仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $179 | 0.00% | 6 | 6 | — | $179 | 新建仓 |
| HLIT | HARMONIC INC | $180 | 0.00% | 11 | 11 | — | $180 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $180 | 0.00% | 4 | 4 | — | $180 | 新建仓 |
| KKR | KKR & CO INC | $184 | 0.00% | 2 | 2 | — | $184 | 新建仓 |
| — | VANECK ETF TRUST | $185 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL | $185 | 0.00% | 1 | 1 | — | $185 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $189 | 0.00% | 2 | 2 | — | $189 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $194 | 0.00% | 2 | 2 | — | $194 | 新建仓 |
| SHC | SOTERA HEALTH CO | $195 | 0.00% | 11 | 11 | — | $195 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $205 | 0.00% | 14 | 14 | — | $205 | 新建仓 |
| AGNC | AGNC INVT CORP | $207 | 0.00% | 19 | 19 | — | $207 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $209 | 0.00% | 3 | 3 | — | $209 | 新建仓 |
| — | QUANTUM SI INC | $213 | 0.00% | 242 | -228 | -48.5% | -$201 | 减仓 |
| RSG | REPUBLIC SVCS INC | $213 | 0.00% | 1 | 1 | — | $213 | 新建仓 |
| ROST | ROSS STORES INC | $213 | 0.00% | 1 | 1 | — | $213 | 新建仓 |
| PGR | PROGRESSIVE CORP | $218 | 0.00% | 1 | 1 | — | $218 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $219 | 0.00% | 5 | 5 | — | $219 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $221 | 0.00% | 2 | -7 | -77.8% | -$774 | 减仓 |
| WELL | WELLTOWER INC | $227 | 0.00% | 1 | 1 | — | $227 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $230 | 0.00% | 1 | -306 | -99.7% | -$7.04万 | 减仓 |
| MSOS | ADVISORSHARES TR | $234 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $239 | 0.00% | 5 | 5 | — | $239 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $242 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $245 | 0.00% | 3 | -45 | -93.8% | -$3,675 | 减仓 |
| WDAY | WORKDAY INC | $245 | 0.00% | 2 | 2 | — | $245 | 新建仓 |
| TFC | TRUIST FINL CORP | $249 | 0.00% | 5 | 5 | — | $249 | 新建仓 |
| DDOG | DATADOG INC | $260 | 0.00% | 1 | -13 | -92.9% | -$3,380 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $260 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $263 | 0.00% | 6 | 6 | — | $263 | 新建仓 |
| AMRZ | AMRIZE LTD | $267 | 0.00% | 5 | 5 | — | $267 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $282 | 0.00% | 5 | 5 | — | $282 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $296 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $296 | 0.00% | 7 | 7 | — | $296 | 新建仓 |
| — | AVANOS MED INC | $299 | 0.00% | 12 | -124 | -91.2% | -$3,090 | 减仓 |
| ARTY | ISHARES TR | $306 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SPRUCE POWER HOLDING CORP | $323 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $330 | 0.00% | 1 | 1 | — | $330 | 新建仓 |
| SNAP | SNAP INC | $333 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $333 | 0.00% | 2 | 2 | — | $333 | 新建仓 |
| CTAS | CINTAS CORP | $340 | 0.00% | 2 | 2 | — | $340 | 新建仓 |
| NOK | NOKIA CORP | $344 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $350 | 0.00% | 5 | 5 | — | $350 | 新建仓 |
| COO | COOPER COS INC | $359 | 0.00% | 5 | 5 | — | $359 | 新建仓 |
| — | SUNRISE RLTY TR INC | $387 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $401 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $408 | 0.00% | 3 | 3 | — | $408 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $419 | 0.00% | 4 | 4 | — | $419 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $456 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $488 | 0.00% | 25 | -64 | -71.9% | -$1,249 | 减仓 |
| GTIP | GOLDMAN SACHS ETF TR | $489 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $509 | 0.00% | 3 | 3 | — | $509 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $510 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $538 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $578 | 0.00% | 4 | 4 | — | $578 | 新建仓 |
| COTY | COTY INC | $589 | 0.00% | 273 | 28 | 11.4% | $60 | 加仓 |
| CHWY | CHEWY INC | $590 | 0.00% | 30 | -60 | -66.7% | -$1,180 | 减仓 |
| OGN | ORGANON & CO | $595 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $633 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $655 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $696 | 0.00% | 7 | -7 | -50.0% | -$696 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $732 | 0.00% | 22 | -575 | -96.3% | -$1.91万 | 减仓 |
| IYE | ISHARES TR | $736 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $754 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $791 | 0.00% | 14 | -1,437 | -99.0% | -$8.12万 | 减仓 |
| FIGS | FIGS INC | $818 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $828 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $830 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $831 | 0.00% | 170 | 0 | 0.0% | — | 不变 |