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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $2.29万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.30万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $2.30万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $2.31万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2.33万 | 0.01% | 154 | -131 | -46.0% | -$1.98万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $2.34万 | 0.01% | 402 | -376 | -48.3% | -$2.19万 | 减仓 |
| BALL | BALL CORP | $2.34万 | 0.01% | 375 | -85 | -18.5% | -$5,304 | 减仓 |
| SAN | BANCO SANTANDER SA | $2.35万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.36万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2.38万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.41万 | 0.01% | 293 | 98 | 50.3% | $8,062 | 加仓 |
| — | ISHARES TR | $2.41万 | 0.01% | 675 | 575 | 575.0% | $2.05万 | 加仓 |
| REMX | VANECK ETF TRUST | $2.43万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $2.45万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.46万 | 0.01% | 100 | -5 | -4.8% | -$1,231 | 减仓 |
| — | PACER FDS TR | $2.47万 | 0.01% | 841 | 841 | — | $2.47万 | 新建仓 |
| EES | WISDOMTREE TR | $2.47万 | 0.01% | 365 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC | $2.48万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $2.50万 | 0.01% | 246 | 21 | 9.3% | $2,135 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $2.53万 | 0.01% | 665 | -10 | -1.5% | -$381 | 减仓 |
| GH | GUARDANT HEALTH INC | $2.54万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.55万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.56万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.58万 | 0.01% | 247 | 2 | 0.8% | $209 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $2.63万 | 0.01% | 988 | -72 | -6.8% | -$1,919 | 减仓 |
| MGK | VANGUARD WORLD FD | $2.64万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $2.67万 | 0.01% | 277 | 277 | — | $2.67万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.67万 | 0.01% | 592 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $2.67万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $2.67万 | 0.01% | 3,230 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.71万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $2.73万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2.73万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $2.73万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $2.75万 | 0.01% | 626 | -2,362 | -79.0% | -$10.36万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $2.77万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $2.78万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $2.79万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $2.80万 | 0.01% | 37 | -7 | -15.9% | -$5,289 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.80万 | 0.01% | 153 | 153 | — | $2.80万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2.83万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.85万 | 0.01% | 264 | -99 | -27.3% | -$1.07万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $2.85万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $2.85万 | 0.01% | 564 | 83 | 17.3% | $4,200 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2.87万 | 0.01% | 160 | 1 | 0.6% | $180 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.91万 | 0.01% | 454 | -60 | -11.7% | -$3,842 | 减仓 |
| INTU | INTUIT | $2.92万 | 0.01% | 112 | 30 | 36.6% | $7,830 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.94万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.95万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $2.95万 | 0.01% | 683 | 1 | 0.1% | $43 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $2.96万 | 0.01% | 300 | -2,327 | -88.6% | -$22.94万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $2.97万 | 0.01% | 4,500 | -100 | -2.2% | -$660 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3.00万 | 0.01% | 120 | 33 | 37.9% | $8,249 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $3.01万 | 0.01% | 222 | -397 | -64.1% | -$5.38万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $3.03万 | 0.01% | 4,687 | -972 | -17.2% | -$6,289 | 减仓 |
| SAP | SAP SE | $3.08万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $3.09万 | 0.01% | 283 | -2 | -0.7% | -$219 | 减仓 |
| CRM | SALESFORCE INC | $3.12万 | 0.01% | 199 | -42 | -17.4% | -$6,579 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $3.13万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.14万 | 0.01% | 192 | -25 | -11.5% | -$4,083 | 减仓 |
| MSB | MESABI TR | $3.14万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $3.15万 | 0.01% | 330 | -4,006 | -92.4% | -$38.23万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.19万 | 0.01% | 1,437 | -1,210 | -45.7% | -$2.69万 | 减仓 |
| SLB | SLB LIMITED | $3.19万 | 0.01% | 687 | 144 | 26.5% | $6,694 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $3.22万 | 0.01% | 87 | -8 | -8.4% | -$2,965 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $3.23万 | 0.01% | 575 | -250 | -30.3% | -$1.41万 | 减仓 |
| MDT | MEDTRONIC PLC | $3.25万 | 0.01% | 415 | -352 | -45.9% | -$2.75万 | 减仓 |
| XYLD | GLOBAL X FDS | $3.26万 | 0.01% | 800 | 100 | 14.3% | $4,079 | 加仓 |
| VLUE | ISHARES TR | $3.28万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3.32万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $3.33万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $3.33万 | 0.01% | 442 | 3 | 0.7% | $226 | 加仓 |
| DMXF | ISHARES TR | $3.35万 | 0.01% | 565 | -57 | -9.2% | -$3,381 | 减仓 |
| NJR | NEW JERSEY RES CORP | $3.36万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $3.36万 | 0.01% | 150 | -100 | -40.0% | -$2.24万 | 减仓 |
| — | WEBSTER FINL CORP | $3.37万 | 0.01% | 441 | -440 | -49.9% | -$3.36万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $3.41万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.46万 | 0.01% | 109 | -5 | -4.4% | -$1,588 | 减仓 |
| SEIC | SEI INVTS CO | $3.51万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $3.51万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $3.54万 | 0.01% | 1,562 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $3.55万 | 0.01% | 715 | 624 | 685.7% | $3.09万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $3.59万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $3.61万 | 0.01% | 598 | 598 | — | $3.61万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $3.61万 | 0.01% | 600 | -1,100 | -64.7% | -$6.61万 | 减仓 |
| CALF | PACER FDS TR | $3.61万 | 0.01% | 713 | -1,700 | -70.5% | -$8.60万 | 减仓 |
| CROX | CROCS INC | $3.62万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $3.62万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $3.63万 | 0.01% | 135 | -123 | -47.7% | -$3.31万 | 减仓 |
| KR | KROGER CO | $3.68万 | 0.01% | 881 | 381 | 76.2% | $1.59万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $3.71万 | 0.01% | 1,666 | 278 | 20.0% | $6,191 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.71万 | 0.01% | 91 | -120 | -56.9% | -$4.89万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $3.71万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| EQIN | COLUMBIA ETF TR I | $3.71万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $3.73万 | 0.01% | 511 | -79 | -13.4% | -$5,762 | 减仓 |
| RDDT | REDDIT INC | $3.73万 | 0.01% | 215 | 30 | 16.2% | $5,207 | 加仓 |
| IEF | ISHARES TR | $3.74万 | 0.01% | 395 | -5 | -1.2% | -$473 | 减仓 |
| ACWV | ISHARES INC | $3.79万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $3.82万 | 0.01% | 258 | -4,457 | -94.5% | -$65.94万 | 减仓 |
| IQDG | WISDOMTREE TR | $3.83万 | 0.01% | 889 | 0 | 0.0% | — | 不变 |