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 |
|---|---|---|---|---|---|---|---|---|
| — | TEVA PHARMACEUTICAL INDS LTD | $3,388 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $3,393 | 0.00% | 27 | -23 | -46.0% | -$2,890 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $3,425 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $3,435 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $3,457 | 0.00% | 16 | -57 | -78.1% | -$1.23万 | 减仓 |
| DHR | DANAHER CORP DEL | $3,458 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $3,466 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $3,474 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $3,491 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| IQDF | FLEXSHARES TR | $3,602 | 0.00% | 104 | 1 | 1.0% | $35 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $3,608 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $3,633 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $3,699 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $3,745 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $3,797 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $3,800 | 0.00% | 232 | -188 | -44.8% | -$3,079 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $3,925 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $3,941 | 0.00% | 74 | 4 | 5.7% | $213 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,971 | 0.00% | 10 | 2 | 25.0% | $794 | 加仓 |
| ICLR | ICON PUB LTD CO | $3,995 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $4,060 | 0.00% | 18 | 1 | 5.9% | $226 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $4,070 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $4,077 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $4,086 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4,119 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $4,180 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $4,235 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4,240 | 0.00% | 31 | 1 | 3.3% | $137 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $4,250 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $4,285 | 0.00% | 201 | -187 | -48.2% | -$3,987 | 减仓 |
| HLN | HALEON PLC | $4,291 | 0.00% | 460 | 350 | 318.2% | $3,265 | 加仓 |
| BULL | WEBULL CORP | $4,316 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $4,316 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $4,361 | 0.00% | 292 | -183 | -38.5% | -$2,733 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $4,368 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $4,371 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $4,415 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $4,426 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $4,430 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $4,441 | 0.00% | 28 | 2 | 7.7% | $317 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $4,484 | 0.00% | 92 | -1,456 | -94.1% | -$7.10万 | 减仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $4,493 | 0.00% | 1,920 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $4,552 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $4,570 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $4,578 | 0.00% | 80 | 80 | — | $4,578 | 新建仓 |
| LLY | ELI LILLY & CO | $4,617 | 0.00% | 14 | -329 | -95.9% | -$10.85万 | 减仓 |
| UL | UNILEVER PLC | $4,629 | 0.00% | 77 | -355 | -82.2% | -$2.13万 | 减仓 |
| JOE | ST JOE CO | $4,635 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $4,721 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $4,765 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $4,798 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORT | $4,801 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4,836 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $4,877 | 0.00% | 51 | -312 | -86.0% | -$2.98万 | 减仓 |
| APPS | DIGITAL TURBINE INC | $4,941 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $4,962 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $5,059 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5,095 | 0.00% | 10 | -238 | -96.0% | -$12.13万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $5,108 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $5,119 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IDEQ | LAZARD ACTIVE ETF TR | $5,179 | 0.00% | 206 | 86 | 71.7% | $2,162 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,203 | 0.00% | 11 | 1 | 10.0% | $473 | 加仓 |
| GLPI | GAMING & LEISURE P | $5,210 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $5,212 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $5,226 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $5,256 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $5,305 | 0.00% | 793 | 778 | 5,186.7% | $5,205 | 加仓 |
| GPC | GENUINE PARTS CO | $5,308 | 0.00% | 45 | 1 | 2.3% | $118 | 加仓 |
| DXJ | WISDOMTREE TR | $5,310 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $5,408 | 0.00% | 62 | 62 | — | $5,408 | 新建仓 |
| FISV | FISERV INC | $5,443 | 0.00% | 111 | -199 | -64.2% | -$9,758 | 减仓 |
| UFO | PROCURE ETF TRUST II | $5,498 | 0.00% | 109 | 1 | 0.9% | $50 | 加仓 |
| IWO | ISHARES TR | $5,514 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $5,538 | 0.00% | 220 | -3,372 | -93.9% | -$8.49万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $5,543 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $5,597 | 0.00% | 121 | -399 | -76.7% | -$1.85万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $5,608 | 0.00% | 100 | 100 | — | $5,608 | 新建仓 |
| WAT | WATERS CORP | $5,625 | 0.00% | 15 | -2 | -11.8% | -$750 | 减仓 |
| — | EASTERN CO | $5,681 | 0.00% | 204 | -80 | -28.2% | -$2,228 | 减仓 |
| IWN | ISHARES TR | $5,750 | 0.00% | 26 | -1 | -3.7% | -$221 | 减仓 |
| ARCC | ARES CAPITAL CORP | $5,781 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $5,890 | 0.00% | 196 | -36 | -15.5% | -$1,082 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $5,925 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $5,960 | 0.00% | 50 | -223 | -81.7% | -$2.66万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $5,975 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $5,989 | 0.00% | 23 | -438 | -95.0% | -$11.41万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $6,024 | 0.00% | 53 | -10 | -15.9% | -$1,137 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $6,045 | 0.00% | 0 | 0 | — | — | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $6,057 | 0.00% | 94 | 2 | 2.2% | $129 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $6,078 | 0.00% | 524 | -701 | -57.2% | -$8,131 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $6,078 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $6,094 | 0.00% | 132 | 1 | 0.8% | $46 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $6,114 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $6,138 | 0.00% | 102 | 102 | — | $6,138 | 新建仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $6,153 | 0.00% | 69 | -450 | -86.7% | -$4.01万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $6,209 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $6,218 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $6,336 | 0.00% | 176 | -133 | -43.0% | -$4,788 | 减仓 |
| RUM | RUM GROUP INC | $6,340 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | EPR PPTYS | $6,585 | 0.00% | 257 | 4 | 1.6% | $102 | 加仓 |