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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -8,014 | -100.0% | -$195.91万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -857 | -100.0% | -$37.19万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,006 | -100.0% | -$24.23万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -3,590 | -100.0% | -$19.03万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,899 | -100.0% | -$17.38万 | 清仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,000 | -100.0% | -$11.82万 | 清仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -1,945 | -100.0% | -$11.06万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -1,958 | -100.0% | -$9.92万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -700 | -100.0% | -$9.19万 | 清仓 |
| AX | AXOS FINANCIAL INC | $0 | 0.00% | 0 | -896 | -100.0% | -$7.62万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$7.29万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -181 | -100.0% | -$6.45万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -416 | -100.0% | -$6.06万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -91 | -100.0% | -$5.78万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -420 | -100.0% | -$5.38万 | 清仓 |
| AOK | ISHARES TR | $0 | 0.00% | 0 | -1,337 | -100.0% | -$5.33万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,026 | -100.0% | -$5.23万 | 清仓 |
| — | CBRE GBL REAL ESTATE INC FD | $0 | 0.00% | 0 | -8,360 | -100.0% | -$3.67万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -1,735 | -100.0% | -$3.62万 | 清仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -763 | -100.0% | -$3.55万 | 清仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -300 | -100.0% | -$3.09万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -200 | -100.0% | -$2.67万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$2.42万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2.31万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -170 | -100.0% | -$2.16万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -500 | -100.0% | -$1.84万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -730 | -100.0% | -$1.77万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -250 | -100.0% | -$1.65万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -600 | -100.0% | -$1.63万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -550 | -100.0% | -$1.62万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -112 | -100.0% | -$1.58万 | 清仓 |
| — | VIRTUS ETF TR II | $0 | 0.00% | 0 | -620 | -100.0% | -$1.43万 | 清仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -620 | -100.0% | -$1.43万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.36万 | 清仓 |
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -225 | -100.0% | -$1.34万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -449 | -100.0% | -$1.29万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -160 | -100.0% | -$1.03万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -57 | -100.0% | -$1.00万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$8,990 | 清仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $0 | 0.00% | 0 | -212 | -100.0% | -$8,728 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -120 | -100.0% | -$8,501 | 清仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -250 | -100.0% | -$8,305 | 清仓 |
| — | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -100 | -100.0% | -$7,715 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -156 | -100.0% | -$6,975 | 清仓 |
| BNS | BANK NOVA SCOTIA B C | $0 | 0.00% | 0 | -100 | -100.0% | -$6,931 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$6,750 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$6,544 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -500 | -100.0% | -$5,820 | 清仓 |
| MCHI | ISHARES TR | $0 | 0.00% | 0 | -100 | -100.0% | -$5,618 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -40 | -100.0% | -$5,418 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -225 | -100.0% | -$5,242 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -245 | -100.0% | -$4,954 | 清仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $0 | 0.00% | 0 | -400 | -100.0% | -$4,760 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -180 | -100.0% | -$4,694 | 清仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -20 | -100.0% | -$4,320 | 清仓 |
| DWM | WISDOMTREE TR | $0 | 0.00% | 0 | -61 | -100.0% | -$4,263 | 清仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $0 | 0.00% | 0 | -352 | -100.0% | -$3,925 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -16 | -100.0% | -$3,467 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -131 | -100.0% | -$3,407 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -33 | -100.0% | -$3,322 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -40 | -100.0% | -$3,222 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -125 | -100.0% | -$3,039 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -47 | -100.0% | -$2,918 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -8 | -100.0% | -$2,872 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -140 | -100.0% | -$2,593 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -8 | -100.0% | -$2,545 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -80 | -100.0% | -$2,462 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -24 | -100.0% | -$2,442 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -200 | -100.0% | -$2,320 | 清仓 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -57 | -100.0% | -$2,243 | 清仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $0 | 0.00% | 0 | -700 | -100.0% | -$2,058 | 清仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,015 | 清仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $0 | 0.00% | 0 | -130 | -100.0% | -$2,011 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,988 | 清仓 |
| EDIV | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -50 | -100.0% | -$1,974 | 清仓 |
| CEVA | CEVA INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,868 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1,722 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -36 | -100.0% | -$1,523 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,380 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -250 | -100.0% | -$1,300 | 清仓 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1,287 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,273 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -18 | -100.0% | -$1,130 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -15 | -100.0% | -$1,098 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -106 | -100.0% | -$1,062 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -13 | -100.0% | -$935 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -18 | -100.0% | -$821 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -22 | -100.0% | -$744 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9 | -100.0% | -$535 | 清仓 |
| CLB | CORE LABORATORIES INC | $0 | 0.00% | 0 | -30 | -100.0% | -$504 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$240 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -4 | -100.0% | -$208 | 清仓 |
| PGEN | PRECIGEN INC | $0 | 0.00% | 0 | -50 | -100.0% | -$194 | 清仓 |
| — | ITERUM THERAPEUTICS PLC | $0 | 0.00% | 0 | -1,680 | -100.0% | -$50 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 700 | 700 | — | — | 新建仓 |
| — | BIONANO GENOMICS INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WORKHORSE GROUP INC | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GENIUS GROUP LTD | $6 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | VALARIS LTD | $8 | 0.00% | 1 | -2 | -66.7% | -$16 | 减仓 |
| IQ | IQIYI INC | $10 | 0.00% | 10 | 0 | 0.0% | — | 不变 |