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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $5,179 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $5,191 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $5,242 | 0.00% | 225 | -174 | -43.6% | -$4,054 | 减仓 |
| DNL | WISDOMTREE TR | $5,288 | 0.00% | 131 | -2,289 | -94.6% | -$9.24万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $5,309 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $5,368 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $5,383 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $5,418 | 0.00% | 40 | -4 | -9.1% | -$542 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $5,457 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $5,478 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $5,534 | 0.00% | 75 | 75 | — | $5,534 | 新建仓 |
| WEN | WENDYS CO | $5,560 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $5,618 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $5,622 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $5,679 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $5,686 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | EPR PPTYS | $5,730 | 0.00% | 253 | 3 | 1.2% | $68 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $5,743 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $5,748 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5,820 | 0.00% | 500 | -902 | -64.3% | -$1.05万 | 减仓 |
| NTES | NETEASE COM INC | $5,821 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $5,835 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,852 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $5,906 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $6,000 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $6,077 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $6,157 | 0.00% | 58 | 41 | 241.2% | $4,352 | 加仓 |
| XYZ | BLOCK INC | $6,199 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $6,212 | 0.00% | 207 | -148 | -41.7% | -$4,441 | 减仓 |
| NTGR | NETGEAR INC | $6,224 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $6,255 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $6,498 | 0.00% | 232 | -8 | -3.3% | -$224 | 减仓 |
| BAX | BAXTER INTL INC | $6,518 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $6,544 | 0.00% | 15 | 15 | — | $6,544 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $6,625 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| PFLD | ETF SER SOLUTIONS | $6,640 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP CDA | $6,641 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $6,666 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $6,750 | 0.00% | 500 | 500 | — | $6,750 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $6,790 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $6,882 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $6,908 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $6,975 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $6,975 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $7,008 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $7,036 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $7,052 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $7,232 | 0.00% | 420 | -425 | -50.3% | -$7,318 | 减仓 |
| IVW | ISHARES TR | $7,239 | 0.00% | 64 | -6 | -8.6% | -$679 | 减仓 |
| AVNT | AVIENT CORPORATION | $7,260 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $7,303 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $7,344 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $7,388 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $7,590 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $7,608 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,646 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $7,662 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $7,715 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $7,778 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $7,794 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $7,807 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $7,818 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $7,820 | 0.00% | 250 | 250 | — | $7,820 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $7,875 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $7,878 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $7,970 | 0.00% | 350 | -200 | -36.4% | -$4,554 | 减仓 |
| VTRS | VIATRIS INC | $8,080 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8,110 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XPH | SPDR SERIES TRUST | $8,114 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $8,163 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $8,208 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $8,249 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $8,264 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $8,280 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $8,305 | 0.00% | 250 | 250 | — | $8,305 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $8,316 | 0.00% | 120 | 74 | 160.9% | $5,128 | 加仓 |
| MAGS | LISTED FDS TR | $8,401 | 0.00% | 145 | -1,000 | -87.3% | -$5.79万 | 减仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $8,418 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $8,501 | 0.00% | 120 | 120 | — | $8,501 | 新建仓 |
| CLH | CLEAN HARBORS INC | $8,602 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $8,625 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $8,719 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $8,728 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $8,790 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $8,905 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $8,933 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $8,962 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $8,990 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $9,134 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $9,160 | 0.00% | 53 | 21 | 65.6% | $3,629 | 加仓 |
| MKSI | MKS INC. | $9,192 | 0.00% | 40 | -10 | -20.0% | -$2,298 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $9,228 | 0.00% | 83 | 43 | 107.5% | $4,781 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $9,230 | 0.00% | 313 | -32 | -9.3% | -$944 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $9,283 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $9,551 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $9,596 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $9,662 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $9,748 | 0.00% | 250 | -312 | -55.5% | -$1.22万 | 减仓 |
| AES | AES CORP | $9,863 | 0.00% | 700 | 0 | 0.0% | — | 不变 |