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 |
|---|---|---|---|---|---|---|---|---|
| EBAY | EBAY INC. | $5.37万 | 0.02% | 590 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $5.38万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $5.44万 | 0.02% | 900 | -1,112 | -55.3% | -$6.72万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $5.45万 | 0.02% | 1,197 | 12 | 1.0% | $546 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.48万 | 0.02% | 396 | -195 | -33.0% | -$2.70万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $5.49万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $5.50万 | 0.02% | 1,347 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $5.54万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $5.56万 | 0.02% | 1,166 | -225 | -16.2% | -$1.07万 | 减仓 |
| SGOL | ETFS GOLD TR | $5.58万 | 0.02% | 1,250 | 1,250 | — | $5.58万 | 新建仓 |
| SNDK | SANDISK CORP | $5.78万 | 0.02% | 91 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.82万 | 0.02% | 1,735 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.87万 | 0.02% | 530 | -38 | -6.7% | -$4,207 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $5.89万 | 0.02% | 2,647 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $5.95万 | 0.02% | 258 | 0 | 0.0% | — | 不变 |
| IGHG | PROSHARES TR | $5.95万 | 0.02% | 766 | 7 | 0.9% | $543 | 加仓 |
| GDX | VANECK ETF TRUST | $5.95万 | 0.02% | 648 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $5.96万 | 0.02% | 704 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $5.96万 | 0.02% | 1,146 | -1,406 | -55.1% | -$7.32万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $5.97万 | 0.02% | 476 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $5.98万 | 0.02% | 519 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $5.99万 | 0.02% | 1,179 | -25 | -2.1% | -$1,270 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $6.02万 | 0.02% | 967 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $6.03万 | 0.02% | 550 | -135 | -19.7% | -$1.48万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $6.04万 | 0.02% | 1,432 | 10 | 0.7% | $422 | 加仓 |
| IWS | ISHARES TR | $6.06万 | 0.02% | 416 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $6.12万 | 0.02% | 881 | -90 | -9.3% | -$6,248 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $6.12万 | 0.02% | 1,833 | -3,783 | -67.4% | -$12.62万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $6.14万 | 0.02% | 295 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $6.16万 | 0.02% | 2,365 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $6.16万 | 0.02% | 736 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $6.16万 | 0.02% | 938 | 32 | 3.5% | $2,102 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $6.20万 | 0.02% | 1,242 | 41 | 3.4% | $2,048 | 加仓 |
| TECH | BIO-TECHNE CORP | $6.27万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $6.29万 | 0.02% | 573 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $6.29万 | 0.02% | 368 | 221 | 150.3% | $3.78万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6.30万 | 0.02% | 421 | 77 | 22.4% | $1.15万 | 加仓 |
| SRE | SEMPRA | $6.38万 | 0.02% | 656 | 4 | 0.6% | $389 | 加仓 |
| IWB | ISHARES TR | $6.45万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $6.54万 | 0.02% | 157 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $6.60万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.65万 | 0.02% | 767 | -266 | -25.8% | -$2.30万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6.65万 | 0.02% | 307 | 40 | 15.0% | $8,663 | 加仓 |
| DBEF | DBX ETF TR | $6.65万 | 0.02% | 1,346 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $6.65万 | 0.02% | 1,154 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $6.70万 | 0.02% | 1,327 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $6.76万 | 0.02% | 1,884 | 68 | 3.7% | $2,441 | 加仓 |
| DLS | WISDOMTREE TR | $6.76万 | 0.02% | 830 | -45 | -5.1% | -$3,668 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $6.78万 | 0.02% | 1,124 | -85 | -7.0% | -$5,128 | 减仓 |
| GOVT | ISHARES TR | $6.91万 | 0.02% | 3,016 | -60 | -2.0% | -$1,374 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $7.04万 | 0.02% | 1,786 | -102 | -5.4% | -$4,023 | 减仓 |
| DAL | DELTA AIR LINES INC | $7.14万 | 0.02% | 1,074 | 53 | 5.2% | $3,523 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $7.17万 | 0.02% | 904 | 695 | 332.5% | $5.51万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7.17万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $7.18万 | 0.02% | 650 | 10 | 1.6% | $1,105 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7.23万 | 0.02% | 1,017 | -90 | -8.1% | -$6,402 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $7.24万 | 0.02% | 1,761 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $7.29万 | 0.02% | 100 | -2 | -2.0% | -$1,457 | 减仓 |
| IXG | ISHARES TR | $7.34万 | 0.02% | 644 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $7.34万 | 0.02% | 1,610 | 165 | 11.4% | $7,527 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $7.49万 | 0.02% | 514 | -71 | -12.1% | -$1.04万 | 减仓 |
| FNLC | FIRST BANCORP INC ME | $7.50万 | 0.02% | 2,675 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7.53万 | 0.02% | 484 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $7.53万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $7.55万 | 0.02% | 963 | 10 | 1.0% | $784 | 加仓 |
| — | AIR INDS GROUP | $7.59万 | 0.02% | 23,486 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $7.62万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $7.62万 | 0.02% | 896 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $7.68万 | 0.03% | 342 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7.70万 | 0.03% | 167 | -15 | -8.2% | -$6,915 | 减仓 |
| RWR | SPDR SERIES TRUST | $7.71万 | 0.03% | 763 | -11 | -1.4% | -$1,111 | 减仓 |
| MEAR | ISHARES U S ETF TR | $7.86万 | 0.03% | 1,561 | 33 | 2.2% | $1,661 | 加仓 |
| PSX | PHILLIPS 66 | $8.13万 | 0.03% | 446 | -22 | -4.7% | -$4,010 | 减仓 |
| XJH | ISHARES TR | $8.19万 | 0.03% | 1,805 | 47 | 2.7% | $2,132 | 加仓 |
| IYK | ISHARES TR | $8.19万 | 0.03% | 1,170 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $8.22万 | 0.03% | 1,451 | -1,449 | -50.0% | -$8.21万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $8.22万 | 0.03% | 1,393 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $8.32万 | 0.03% | 827 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $8.42万 | 0.03% | 1,440 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $8.47万 | 0.03% | 1,964 | 1,702 | 649.6% | $7.34万 | 加仓 |
| IBB | ISHARES TR | $8.61万 | 0.03% | 510 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $8.77万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $8.79万 | 0.03% | 696 | -303 | -30.3% | -$3.83万 | 减仓 |
| TXT | TEXTRON INC | $8.80万 | 0.03% | 1,005 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $8.84万 | 0.03% | 1,932 | -13 | -0.7% | -$595 | 减仓 |
| NUE | NUCOR CORP | $8.86万 | 0.03% | 524 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $8.90万 | 0.03% | 922 | -20 | -2.1% | -$1,930 | 减仓 |
| HYG | ISHARES TR | $8.92万 | 0.03% | 1,122 | 8 | 0.7% | $636 | 加仓 |
| SJNK | SPDR SERIES TRUST | $8.97万 | 0.03% | 3,592 | 2 | 0.1% | $50 | 加仓 |
| SPGI | S&P GLOBAL INC | $9.02万 | 0.03% | 211 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $9.04万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $9.08万 | 0.03% | 1,827 | -223 | -10.9% | -$1.11万 | 减仓 |
| HUBB | HUBBELL INC | $9.09万 | 0.03% | 185 | -163 | -46.8% | -$8.01万 | 减仓 |
| ACM | AECOM | $9.17万 | 0.03% | 1,081 | 214 | 24.7% | $1.81万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $9.19万 | 0.03% | 700 | -100 | -12.5% | -$1.31万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $9.19万 | 0.03% | 304 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $9.20万 | 0.03% | 927 | 161 | 21.0% | $1.60万 | 加仓 |
| BIDU | BAIDU INC | $9.21万 | 0.03% | 827 | -217 | -20.8% | -$2.42万 | 减仓 |
| TLT | ISHARES TR | $9.41万 | 0.03% | 1,086 | -363 | -25.1% | -$3.15万 | 减仓 |
| ZS | ZSCALER INC | $9.64万 | 0.03% | 687 | -615 | -47.2% | -$8.63万 | 减仓 |