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 |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | $1.83万 | 0.01% | 531 | -86 | -13.9% | -$2,972 | 减仓 |
| STOT | SSGA ACTIVE TR | $1.84万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $1.84万 | 0.01% | 500 | 500 | — | $1.84万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $1.87万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $1.88万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $1.92万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $1.93万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.94万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| LDP | COHEN & STEERS LTD DURATION | $1.95万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $1.96万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.01万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $2.04万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $2.04万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $2.05万 | 0.01% | 195 | 195 | — | $2.05万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2.06万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $2.07万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.07万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.08万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.11万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $2.12万 | 0.01% | 365 | -200 | -35.4% | -$1.16万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $2.16万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2.18万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.18万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.19万 | 0.01% | 310 | -255 | -45.1% | -$1.80万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $2.20万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.20万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $2.23万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $2.24万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2.25万 | 0.01% | 237 | 1 | 0.4% | $95 | 加仓 |
| PLUG | PLUG PWR INC | $2.26万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $2.27万 | 0.01% | 5,000 | 5,000 | — | $2.27万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.29万 | 0.01% | 477 | 251 | 111.1% | $1.21万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.29万 | 0.01% | 597 | -325 | -35.2% | -$1.25万 | 减仓 |
| BLK | BLACKROCK INC | $2.31万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $2.31万 | 0.01% | 100 | 100 | — | $2.31万 | 新建仓 |
| GRMN | GARMIN LTD | $2.32万 | 0.01% | 100 | 100 | — | $2.32万 | 新建仓 |
| VLUE | ISHARES TR | $2.33万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $2.34万 | 0.01% | 269 | -118 | -30.5% | -$1.03万 | 减仓 |
| OII | OCEANEERING INTL INC | $2.34万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.34万 | 0.01% | 574 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $2.34万 | 0.01% | 481 | 10 | 2.1% | $487 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2.39万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2.39万 | 0.01% | 731 | -80 | -9.9% | -$2,619 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $2.41万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $2.41万 | 0.01% | 266 | -21 | -7.3% | -$1,905 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2.42万 | 0.01% | 27 | -3 | -10.0% | -$2,686 | 减仓 |
| REMX | VANECK ETF TRUST | $2.42万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2.43万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.43万 | 0.01% | 409 | 3 | 0.7% | $178 | 加仓 |
| GNW | GENWORTH FINL INC | $2.44万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC | $2.45万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $2.46万 | 0.01% | 368 | 8 | 2.2% | $535 | 加仓 |
| UL | UNILEVER PLC | $2.46万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $2.48万 | 0.01% | 1,351 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $2.48万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.48万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $2.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $2.49万 | 0.01% | 185 | 65 | 54.2% | $8,752 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.50万 | 0.01% | 217 | -91 | -29.5% | -$1.05万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $2.54万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.54万 | 0.01% | 91 | -12 | -11.7% | -$3,351 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.56万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.57万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $2.60万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.61万 | 0.01% | 710 | 454 | 177.3% | $1.67万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $2.64万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $2.64万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $2.65万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $2.67万 | 0.01% | 200 | 200 | — | $2.67万 | 新建仓 |
| MRNA | MODERNA INC | $2.67万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $2.69万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $2.69万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.69万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $2.72万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $2.72万 | 0.01% | 8,396 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $2.74万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.79万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.82万 | 0.01% | 480 | 46 | 10.6% | $2,704 | 加仓 |
| — | DUPONT DE NEMOURS INC | $2.83万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $2.87万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.90万 | 0.01% | 421 | 421 | — | $2.90万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $2.91万 | 0.01% | 1,060 | -108 | -9.2% | -$2,966 | 减仓 |
| CI | THE CIGNA GROUP | $2.93万 | 0.01% | 110 | -4 | -3.5% | -$1,067 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $2.94万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2.95万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $2.99万 | 0.01% | 428 | 350 | 448.7% | $2.44万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.01万 | 0.01% | 304 | 1 | 0.3% | $99 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $3.05万 | 0.01% | 4,600 | 3,500 | 318.2% | $2.32万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.09万 | 0.01% | 682 | -9 | -1.3% | -$407 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $3.09万 | 0.01% | 1,388 | 175 | 14.4% | $3,897 | 加仓 |
| — | ISHARES TR | $3.09万 | 0.01% | 710 | 26 | 3.8% | $1,132 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $3.09万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $3.10万 | 0.01% | 357 | -311 | -46.6% | -$2.70万 | 减仓 |
| EMN | EASTMAN CHEM CO | $3.11万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $3.11万 | 0.01% | 285 | -43 | -13.1% | -$4,691 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3.11万 | 0.01% | 95 | -150 | -61.2% | -$4.91万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.14万 | 0.01% | 114 | -1 | -0.9% | -$275 | 减仓 |
| SEIC | SEI INVTS CO | $3.14万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $3.16万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $3.17万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |