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 |
|---|---|---|---|---|---|---|---|---|
| DFIS | DIMENSIONAL ETF TRUST | $876 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $883 | 0.00% | 16 | -16 | -50.0% | -$883 | 减仓 |
| EXP | EAGLE MATLS INC | $900 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $903 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $906 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $1,012 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $1,014 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $1,074 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP | $1,140 | 0.00% | 116 | 116 | — | $1,140 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $1,173 | 0.00% | 23 | 1 | 4.5% | $51 | 加仓 |
| PEGA | PEGASYSTEMS INC | $1,202 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $1,202 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,205 | 0.00% | 16 | -16 | -50.0% | -$1,205 | 减仓 |
| HLF | HERBALIFE LTD | $1,315 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $1,351 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,364 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $1,416 | 0.00% | 135 | -975 | -87.8% | -$1.02万 | 减仓 |
| ESML | ISHARES TR | $1,454 | 0.00% | 26 | -1 | -3.7% | -$56 | 减仓 |
| QS | QUANTUMSCAPE CORP | $1,504 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,546 | 0.00% | 3 | -43 | -93.5% | -$2.22万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1,551 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,559 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1,605 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL SMALL & MID C | $1,628 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $1,672 | 0.00% | 26 | -119 | -82.1% | -$7,653 | 减仓 |
| PATH | UIPATH INC | $1,673 | 0.00% | 154 | 61 | 65.6% | $663 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $1,682 | 0.00% | 71 | 4 | 6.0% | $95 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $1,700 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,704 | 0.00% | 21 | -12 | -36.4% | -$974 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,716 | 0.00% | 2 | 2 | — | $1,716 | 新建仓 |
| RYN | RAYONIER INC | $1,744 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,744 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $1,749 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TRC | TEJON RANCH CO | $1,758 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,795 | 0.00% | 5 | -123 | -96.1% | -$4.42万 | 减仓 |
| — | NERDY INC | $1,802 | 0.00% | 1,967 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,844 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1,937 | 0.00% | 18 | -40 | -69.0% | -$4,304 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1,952 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $1,976 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $1,978 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $1,995 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,005 | 0.00% | 34 | -375 | -91.7% | -$2.21万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,014 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $2,056 | 0.00% | 52 | 17 | 48.6% | $672 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2,078 | 0.00% | 211 | 2 | 1.0% | $20 | 加仓 |
| — | ALPS ETF TR | $2,078 | 0.00% | 50 | 1 | 2.0% | $42 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,118 | 0.00% | 73 | 1 | 1.4% | $29 | 加仓 |
| PINS | PINTEREST INC | $2,124 | 0.00% | 101 | -1,250 | -92.5% | -$2.63万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $2,130 | 0.00% | 19 | 19 | — | $2,130 | 新建仓 |
| EMLC | VANECK ETF TRUST | $2,147 | 0.00% | 84 | 11 | 15.1% | $281 | 加仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $2,168 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $2,182 | 0.00% | 32 | -4 | -11.1% | -$273 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $2,189 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I | $2,242 | 0.00% | 75 | 1 | 1.4% | $30 | 加仓 |
| USFR | WISDOMTREE TR | $2,266 | 0.00% | 45 | 5 | 12.5% | $252 | 加仓 |
| SLVM | SYLVAMO CORP | $2,268 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $2,318 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $2,334 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2,347 | 0.00% | 17 | 4 | 30.8% | $552 | 加仓 |
| XYL | XYLEM INC | $2,364 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES TR | $2,391 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2,396 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $2,398 | 0.00% | 76 | 1 | 1.3% | $32 | 加仓 |
| LEN | LENNAR CORP | $2,407 | 0.00% | 27 | -330 | -92.4% | -$2.94万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $2,427 | 0.00% | 40 | -35 | -46.7% | -$2,124 | 减仓 |
| INVA | INNOVIVA INC | $2,544 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $2,554 | 0.00% | 4 | -271 | -98.5% | -$17.30万 | 重新持有 |
| ARES | ARES MANAGEMENT CORPORATION | $2,560 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2,567 | 0.00% | 17 | 17 | — | $2,567 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,620 | 0.00% | 344 | 21 | 6.5% | $160 | 加仓 |
| PSN | PARSONS CORP DEL | $2,620 | 0.00% | 50 | 50 | — | $2,620 | 新建仓 |
| NRG | NRG ENERGY INC | $2,629 | 0.00% | 18 | 1 | 5.9% | $146 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $2,646 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2,650 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $2,714 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $2,721 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $2,742 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $2,751 | 0.00% | 50 | 50 | — | $2,751 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2,756 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| TX | TERNIUM SA | $2,776 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $2,778 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $2,983 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $3,002 | 0.00% | 25 | 2 | 8.7% | $240 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $3,056 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $3,058 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3,065 | 0.00% | 133 | -4,704 | -97.3% | -$10.84万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $3,089 | 0.00% | 390 | 390 | — | $3,089 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $3,110 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $3,114 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $3,125 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $3,144 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $3,154 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $3,158 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $3,195 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $3,294 | 0.00% | 60 | -200 | -76.9% | -$1.10万 | 减仓 |
| GVA | GRANITE CONSTR INC | $3,320 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $3,348 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $3,372 | 0.00% | 78 | 1 | 1.3% | $43 | 加仓 |
| PLD | PROLOGIS INC. | $3,386 | 0.00% | 25 | 1 | 4.2% | $135 | 加仓 |