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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $1.14万 | 0.00% | 76 | -175 | -69.7% | -$2.63万 | 减仓 |
| SHOP | SHOPIFY INC | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1.14万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.21万 | 0.00% | 155 | -808 | -83.9% | -$6.31万 | 减仓 |
| MRNA | MODERNA INC | $1.21万 | 0.00% | 173 | -352 | -67.0% | -$2.47万 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $1.22万 | 0.00% | 3,500 | -1,500 | -30.0% | -$5,235 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $1.23万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $1.24万 | 0.00% | 80 | -80 | -50.0% | -$1.24万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.24万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1.24万 | 0.00% | 45 | 45 | — | $1.24万 | 新建仓 |
| ILMN | ILLUMINA INC | $1.25万 | 0.00% | 71 | -27 | -27.6% | -$4,747 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.25万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.25万 | 0.00% | 40 | 5 | 14.3% | $1,566 | 加仓 |
| EMB | ISHARES TR | $1.25万 | 0.00% | 130 | -33 | -20.2% | -$3,182 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $1.25万 | 0.00% | 225 | -475 | -67.9% | -$2.65万 | 减仓 |
| ECON | COLUMBIA ETF TR II | $1.28万 | 0.00% | 352 | -66 | -15.8% | -$2,392 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.30万 | 0.00% | 267 | -210 | -44.0% | -$1.02万 | 减仓 |
| REGL | PROSHARES TR | $1.30万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $1.31万 | 0.00% | 208 | -272 | -56.7% | -$1.71万 | 减仓 |
| TEM | TEMPUS AI INC | $1.31万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $1.32万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.32万 | 0.00% | 414 | 414 | — | $1.32万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $1.33万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1.34万 | 0.00% | 142 | -127 | -47.2% | -$1.20万 | 减仓 |
| IMCG | ISHARES TR | $1.37万 | 0.00% | 139 | 139 | — | $1.37万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $1.37万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $1.39万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1.40万 | 0.00% | 194 | -101 | -34.2% | -$7,265 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1.41万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1.42万 | 0.00% | 296 | 296 | — | $1.42万 | 新建仓 |
| — | XAI MADISON EQUITY PREMIUM I | $1.42万 | 0.00% | 2,552 | 2 | 0.1% | $11 | 加仓 |
| — | GLOBAL X FDS | $1.42万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.44万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $1.44万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.45万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1.46万 | 0.00% | 46 | -2,345 | -98.1% | -$74.25万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.46万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.49万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $1.49万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.49万 | 0.00% | 186 | 2 | 1.1% | $161 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $1.52万 | 0.00% | 1,390 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1.53万 | 0.00% | 205 | -2,840 | -93.3% | -$21.18万 | 减仓 |
| IMTM | ISHARES TR | $1.53万 | 0.00% | 295 | -24,200 | -98.8% | -$125.82万 | 减仓 |
| SLDP | SOLID POWER INC | $1.55万 | 0.00% | 6,000 | 4,000 | 200.0% | $1.04万 | 加仓 |
| AOM | ISHARES TR | $1.57万 | 0.00% | 314 | -10 | -3.1% | -$501 | 减仓 |
| MDB | MONGODB INC | $1.61万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.61万 | 0.00% | 58 | -81 | -58.3% | -$2.26万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1.63万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $1.65万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $1.66万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.66万 | 0.01% | 135 | 3 | 2.3% | $369 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.68万 | 0.01% | 203 | 181 | 822.7% | $1.50万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.68万 | 0.01% | 243 | -125 | -34.0% | -$8,635 | 减仓 |
| SOLV | SOLVENTUM CORP | $1.68万 | 0.01% | 218 | -50 | -18.7% | -$3,857 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $1.70万 | 0.01% | 600 | -22,008 | -97.3% | -$62.25万 | 减仓 |
| CDW | CDW CORP | $1.70万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $1.71万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1.75万 | 0.01% | 251 | 1 | 0.4% | $70 | 加仓 |
| IGSB | ISHARES TR | $1.76万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $1.77万 | 0.01% | 71 | -5 | -6.6% | -$1,248 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $1.80万 | 0.01% | 352 | -2 | -0.6% | -$102 | 减仓 |
| ARKX | ARK ETF TR | $1.80万 | 0.01% | 528 | -50 | -8.7% | -$1,706 | 减仓 |
| DLTR | DOLLAR TREE INC | $1.80万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.81万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $1.83万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| STOT | SSGA ACTIVE TR | $1.84万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $1.84万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.86万 | 0.01% | 231 | -165 | -41.7% | -$1.33万 | 减仓 |
| FLOT | ISHARES TR | $1.87万 | 0.01% | 259 | -2,201 | -89.5% | -$15.88万 | 减仓 |
| BTG | B2GOLD CORP | $1.87万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.88万 | 0.01% | 283 | -138 | -32.8% | -$9,164 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.90万 | 0.01% | 61 | -243 | -79.9% | -$7.56万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.91万 | 0.01% | 406 | -92,865 | -99.6% | -$435.92万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.91万 | 0.01% | 1,103 | 30 | 2.8% | $520 | 加仓 |
| TGT | TARGET CORP | $1.92万 | 0.01% | 147 | 82 | 126.2% | $1.07万 | 加仓 |
| GSK | GSK PLC | $1.93万 | 0.01% | 368 | 280 | 318.2% | $1.47万 | 加仓 |
| STLA | STELLANTIS N.V | $1.95万 | 0.01% | 3,400 | 1,000 | 41.7% | $5,740 | 加仓 |
| XNTK | SPDR SERIES TRUST | $1.95万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.96万 | 0.01% | 46 | 1 | 2.2% | $426 | 加仓 |
| GIB | CGI INC | $1.98万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $2.00万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $2.04万 | 0.01% | 468 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $2.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $2.04万 | 0.01% | 127 | -1 | -0.8% | -$161 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2.05万 | 0.01% | 504 | -27 | -5.1% | -$1,097 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $2.06万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $2.07万 | 0.01% | 137 | -3 | -2.1% | -$454 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.09万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| — | COHERUS ONCOLOGY INC | $2.10万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.11万 | 0.01% | 574 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR I | $2.13万 | 0.01% | 553 | 553 | — | $2.13万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2.14万 | 0.01% | 1,050 | -1,000 | -48.8% | -$2.04万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.14万 | 0.01% | 57 | 1 | 1.8% | $375 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $2.15万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2.15万 | 0.01% | 227 | -10 | -4.2% | -$947 | 减仓 |
| PAYX | PAYCHEX INC | $2.23万 | 0.01% | 227 | 2 | 0.9% | $197 | 加仓 |
| BHB | BAR HBR BANKSHARES | $2.25万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.25万 | 0.01% | 235 | -1,362 | -85.3% | -$13.04万 | 减仓 |