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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $3.17万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $3.17万 | 0.01% | 762 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $3.19万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.21万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $3.21万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $3.22万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.23万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.24万 | 0.01% | 245 | 1 | 0.4% | $132 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $3.27万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $3.28万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $3.29万 | 0.01% | 500 | -140 | -21.9% | -$9,208 | 减仓 |
| NJR | NEW JERSEY RES CORP | $3.30万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3.31万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $3.38万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $3.42万 | 0.01% | 424 | 36 | 9.3% | $2,902 | 加仓 |
| SAP | SAP SE | $3.42万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST | $3.43万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.43万 | 0.01% | 450 | 100 | 28.6% | $7,616 | 加仓 |
| ZTS | ZOETIS INC | $3.49万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $3.53万 | 0.01% | 502 | 502 | — | $3.53万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $3.54万 | 0.01% | 1,562 | 1,506 | 2,689.3% | $3.42万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $3.55万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.55万 | 0.01% | 82 | -15 | -15.5% | -$6,486 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $3.55万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $3.55万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| EQIN | COLUMBIA ETF TR I | $3.56万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $3.57万 | 0.01% | 889 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $3.61万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $3.62万 | 0.01% | 500 | -60 | -10.7% | -$4,342 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $3.62万 | 0.01% | 1,735 | -607 | -25.9% | -$1.27万 | 减仓 |
| ALLE | ALLEGION PLC | $3.63万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.66万 | 0.01% | 514 | -119 | -18.8% | -$8,472 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $3.67万 | 0.01% | 8,360 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.68万 | 0.01% | 94 | 30 | 46.9% | $1.18万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $3.75万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $3.76万 | 0.01% | 315 | 2 | 0.6% | $239 | 加仓 |
| — | WISDOMTREE TR | $3.80万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3.81万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $3.81万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $3.82万 | 0.01% | 400 | 9 | 2.3% | $859 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $3.84万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $3.85万 | 0.01% | 702 | 702 | — | $3.85万 | 新建仓 |
| HTO | H2O AMERICA | $3.87万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $3.89万 | 0.01% | 5,659 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.89万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TR | $3.90万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| AVMV | AMERICAN CENTY ETF TR | $3.92万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $3.92万 | 0.01% | 750 | 750 | — | $3.92万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $4.04万 | 0.01% | 862 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $4.06万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $4.07万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4.07万 | 0.01% | 119 | -150 | -55.8% | -$5.14万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4.08万 | 0.01% | 1,062 | -25 | -2.3% | -$961 | 减仓 |
| — | SPDR INDEX SHS FDS | $4.08万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $4.10万 | 0.01% | 396 | -29 | -6.8% | -$3,005 | 减仓 |
| AMT | AMERICAN TOWER CORP | $4.11万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $4.13万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $4.18万 | 0.01% | 2,050 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $4.19万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $4.20万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $4.22万 | 0.01% | 125 | 17 | 15.7% | $5,743 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4.26万 | 0.01% | 459 | 67 | 17.1% | $6,216 | 加仓 |
| IRM | IRON MTN INC DEL | $4.29万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $4.34万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $4.34万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $4.37万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $4.39万 | 0.01% | 1,222 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $4.44万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $4.44万 | 0.01% | 652 | 478 | 274.7% | $3.26万 | 加仓 |
| GM | GENERAL MTRS CO | $4.49万 | 0.01% | 602 | -51 | -7.8% | -$3,803 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4.49万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $4.50万 | 0.01% | 241 | 124 | 106.0% | $2.31万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $4.51万 | 0.01% | 1,734 | -154 | -8.2% | -$4,003 | 减仓 |
| TJX | TJX COS INC NEW | $4.55万 | 0.01% | 285 | 88 | 44.7% | $1.41万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.55万 | 0.01% | 778 | 778 | — | $4.55万 | 新建仓 |
| PNR | PENTAIR PLC | $4.56万 | 0.01% | 524 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $4.57万 | 0.01% | 1,928 | 1,928 | — | $4.57万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $4.58万 | 0.01% | 8,850 | 1,100 | 14.2% | $5,687 | 加仓 |
| MS | MORGAN STANLEY | $4.58万 | 0.01% | 278 | 3 | 1.1% | $494 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $4.64万 | 0.02% | 472 | 51 | 12.1% | $5,017 | 加仓 |
| NEM | NEWMONT CORP | $4.65万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $4.69万 | 0.02% | 622 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $4.69万 | 0.02% | 1,382 | -238 | -14.7% | -$8,085 | 减仓 |
| WFC | WELLS FARGO & CO | $4.70万 | 0.02% | 590 | -79 | -11.8% | -$6,289 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4.80万 | 0.02% | 139 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.80万 | 0.02% | 679 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $4.93万 | 0.02% | 2,939 | 2,639 | 879.7% | $4.43万 | 加仓 |
| NVS | NOVARTIS AG | $4.93万 | 0.02% | 323 | 58 | 21.9% | $8,860 | 加仓 |
| FTNT | FORTINET INC | $4.94万 | 0.02% | 605 | -129 | -17.6% | -$1.05万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $5.07万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $5.10万 | 0.02% | 1,780 | -75 | -4.0% | -$2,150 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $5.12万 | 0.02% | 720 | 5 | 0.7% | $355 | 加仓 |
| CINF | CINCINNATI FINL CORP | $5.15万 | 0.02% | 327 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $5.15万 | 0.02% | 1,076 | 370 | 52.4% | $1.77万 | 加仓 |
| EMBJ | EMBRAER S.A. | $5.18万 | 0.02% | 873 | 284 | 48.2% | $1.69万 | 加仓 |
| DOV | DOVER CORP | $5.21万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $5.23万 | 0.02% | 1,026 | 1,026 | — | $5.23万 | 新建仓 |
| TMUS | T-MOBILE US INC | $5.25万 | 0.02% | 250 | 44 | 21.4% | $9,241 | 加仓 |
| AOK | ISHARES TR | $5.33万 | 0.02% | 1,337 | -49 | -3.5% | -$1,955 | 减仓 |