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 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $1.00万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1.01万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.01万 | 0.00% | 260 | -270 | -50.9% | -$1.05万 | 减仓 |
| FE | FIRSTENERGY CORP | $1.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.02万 | 0.00% | 165 | 165 | — | $1.02万 | 新建仓 |
| PAAA | PGIM ETF TR | $1.02万 | 0.00% | 200 | 200 | — | $1.02万 | 新建仓 |
| TSN | TYSON FOODS INC | $1.03万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $1.03万 | 0.00% | 227 | -166 | -42.2% | -$7,507 | 减仓 |
| IEI | ISHARES TR | $1.04万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.05万 | 0.00% | 43 | -57 | -57.0% | -$1.39万 | 减仓 |
| NKE | NIKE INC | $1.06万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $1.06万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1.08万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.09万 | 0.00% | 290 | -6 | -2.0% | -$225 | 减仓 |
| CMRE | COSTAMARE INC | $1.10万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1.10万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $1.11万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1.13万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $1.14万 | 0.00% | 309 | 309 | — | $1.14万 | 新建仓 |
| NE | NOBLE CORP PLC | $1.15万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.16万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $1.16万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $1.16万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.17万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $1.17万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.19万 | 0.00% | 100 | -100 | -50.0% | -$1.19万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.19万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| ECON | COLUMBIA ETF TR II | $1.20万 | 0.00% | 418 | -477 | -53.3% | -$1.37万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $1.21万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.21万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $1.23万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.25万 | 0.00% | 35 | -8 | -18.6% | -$2,849 | 减仓 |
| — | SPDR SERIES TRUST | $1.25万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1.25万 | 0.00% | 200 | -11 | -5.2% | -$689 | 减仓 |
| XNTK | SPDR SERIES TRUST | $1.28万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.28万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $1.29万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.30万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $1.31万 | 0.00% | 1,000 | 1,000 | — | $1.31万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.33万 | 0.00% | 68 | -50 | -42.4% | -$9,799 | 减仓 |
| BIIB | BIOGEN INC | $1.34万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $1.34万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $1.35万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.35万 | 0.00% | 321 | 321 | — | $1.35万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $1.36万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1.37万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1.41万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $1.43万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $1.43万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $1.44万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.45万 | 0.00% | 225 | 208 | 1,223.5% | $1.34万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.45万 | 0.00% | 235 | 150 | 176.5% | $9,229 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.45万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.46万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.46万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $1.46万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $1.47万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $1.48万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | XAI MADISON EQUITY PREMIUM I | $1.49万 | 0.00% | 2,550 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $1.50万 | 0.00% | 76 | -10 | -11.6% | -$1,971 | 减仓 |
| INFY | INFOSYS LTD | $1.50万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $1.51万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $1.53万 | 0.00% | 195 | 10 | 5.4% | $784 | 加仓 |
| AOM | ISHARES TR | $1.53万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1.53万 | 0.00% | 163 | -39 | -19.3% | -$3,663 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $1.53万 | 0.01% | 1,390 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.56万 | 0.01% | 56 | -197 | -77.9% | -$5.47万 | 减仓 |
| DINO | HF SINCLAIR CORP | $1.56万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $1.56万 | 0.01% | 169 | -56 | -24.9% | -$5,173 | 减仓 |
| ESGU | ISHARES TR | $1.58万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.61万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.61万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.61万 | 0.01% | 1,073 | 43 | 4.2% | $647 | 加仓 |
| LKQ | LKQ CORP | $1.62万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1.62万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.63万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $1.63万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1.64万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $1.65万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1.66万 | 0.01% | 460 | 460 | — | $1.66万 | 新建仓 |
| EQT | EQT CORP | $1.67万 | 0.01% | 263 | -49 | -15.7% | -$3,118 | 减仓 |
| NMAX | NEWSMAX INC | $1.69万 | 0.01% | 3,230 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $1.70万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.70万 | 0.01% | 35 | 12 | 52.2% | $5,819 | 加仓 |
| STLA | STELLANTIS N.V | $1.70万 | 0.01% | 2,400 | 1,200 | 100.0% | $8,508 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.72万 | 0.01% | 87 | 6 | 7.4% | $1,185 | 加仓 |
| PPG | PPG INDS INC | $1.72万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1.73万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1.75万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $1.77万 | 0.01% | 336 | 206 | 158.5% | $1.08万 | 加仓 |
| IBDS | ISHARES TR | $1.77万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $1.77万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $1.77万 | 0.01% | 354 | -37 | -9.5% | -$1,851 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $1.77万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $1.79万 | 0.01% | 369 | 353 | 2,206.2% | $1.71万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.81万 | 0.01% | 468 | 1 | 0.2% | $39 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.83万 | 0.01% | 471 | -76 | -13.9% | -$2,953 | 减仓 |
| APP | APPLOVIN CORP | $1.83万 | 0.01% | 46 | 6 | 15.0% | $2,388 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $1.83万 | 0.01% | 236 | -51 | -17.8% | -$3,957 | 减仓 |