13F 机构持仓

Medallion Wealth Advisors, LLC

FARMINGTON CT · SEC CIK 0002131139

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.29亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JMBS 4.9%
FTNT 4.5%
SCHX 2.9%
ISRG 2.7%
NVDA 2.7%
IVV 2.0%
SPTM 1.7%
AMZN 1.5%
VTI 1.5%
VFQY 1.5%

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 $00.00%0 -8,014-100.0% -$195.91万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -857-100.0% -$37.19万 清仓
VFH VANGUARD WORLD FD $00.00%0 -2,006-100.0% -$24.23万 清仓
NOBL PROSHARES TR $00.00%0 -3,590-100.0% -$19.03万 清仓
CWB SPDR SERIES TRUST $00.00%0 -1,899-100.0% -$17.38万 清仓
GRPM INVESCO EXCHANGE TRADED FD T $00.00%0 -1,000-100.0% -$11.82万 清仓
USPX FRANKLIN TEMPLETON ETF TR $00.00%0 -1,945-100.0% -$11.06万 清仓
FMB FIRST TR EXCH TRADED FD III $00.00%0 -1,958-100.0% -$9.92万 清仓
PKW INVESCO EXCHANGE TRADED FD T $00.00%0 -700-100.0% -$9.19万 清仓
AX AXOS FINANCIAL INC $00.00%0 -896-100.0% -$7.62万 清仓
URI UNITED RENTALS INC $00.00%0 -100-100.0% -$7.29万 清仓
IWB ISHARES TR $00.00%0 -181-100.0% -$6.45万 清仓
IWS ISHARES TR $00.00%0 -416-100.0% -$6.06万 清仓
SNDK SANDISK CORP $00.00%0 -91-100.0% -$5.78万 清仓
IWP ISHARES TR $00.00%0 -420-100.0% -$5.38万 清仓
AOK ISHARES TR $00.00%0 -1,337-100.0% -$5.33万 清仓
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -1,026-100.0% -$5.23万 清仓
— CBRE GBL REAL ESTATE INC FD $00.00%0 -8,360-100.0% -$3.67万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -1,735-100.0% -$3.62万 清仓
QCLN FIRST TR EXCHANGE-TRADED FD $00.00%0 -763-100.0% -$3.55万 清仓
FIW FIRST TR EXCHANGE-TRADED FD $00.00%0 -300-100.0% -$3.09万 清仓
MOH MOLINA HEALTHCARE INC $00.00%0 -200-100.0% -$2.67万 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -27-100.0% -$2.42万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -100-100.0% -$2.31万 清仓
J JACOBS SOLUTIONS INC $00.00%0 -170-100.0% -$2.16万 清仓
ALK ALASKA AIR GROUP INC $00.00%0 -500-100.0% -$1.84万 清仓
IBDS ISHARES TR $00.00%0 -730-100.0% -$1.77万 清仓
TMFC RBB FD INC $00.00%0 -250-100.0% -$1.65万 清仓
HDV ISHARES TR $00.00%0 -600-100.0% -$1.63万 清仓
LKQ LKQ CORP $00.00%0 -550-100.0% -$1.62万 清仓
ESGU ISHARES TR $00.00%0 -112-100.0% -$1.58万 清仓
— VIRTUS ETF TR II $00.00%0 -620-100.0% -$1.43万 清仓
FLBL FRANKLIN TEMPLETON ETF TR $00.00%0 -620-100.0% -$1.43万 清仓
TOL TOLL BROTHERS INC $00.00%0 -100-100.0% -$1.36万 清仓
KBE SPDR SERIES TRUST $00.00%0 -225-100.0% -$1.34万 清仓
ANGL VANECK ETF TRUST $00.00%0 -449-100.0% -$1.29万 清仓
TSN TYSON FOODS INC $00.00%0 -160-100.0% -$1.03万 清仓
VEEV VEEVA SYS INC $00.00%0 -57-100.0% -$1.00万 清仓
IDXX IDEXX LABS INC $00.00%0 -16-100.0% -$8,990 清仓
WES WESTERN MIDSTREAM PARTNERS L $00.00%0 -212-100.0% -$8,728 清仓
SHLD GLOBAL X FDS $00.00%0 -120-100.0% -$8,501 清仓
FLIN FRANKLIN TEMPLETON ETF TR $00.00%0 -250-100.0% -$8,305 清仓
— SPDR INDEX SHS FDS $00.00%0 -100-100.0% -$7,715 清仓
MISL FIRST TR EXCHANGE-TRADED FD $00.00%0 -156-100.0% -$6,975 清仓
BNS BANK NOVA SCOTIA B C $00.00%0 -100-100.0% -$6,931 清仓
UEC URANIUM ENERGY CORP $00.00%0 -500-100.0% -$6,750 清仓
MCO MOODYS CORP $00.00%0 -15-100.0% -$6,544 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -500-100.0% -$5,820 清仓
MCHI ISHARES TR $00.00%0 -100-100.0% -$5,618 清仓
CBRE CBRE GROUP INC $00.00%0 -40-100.0% -$5,418 清仓
DOCS DOXIMITY INC $00.00%0 -225-100.0% -$5,242 清仓
HOG HARLEY DAVIDSON INC $00.00%0 -245-100.0% -$4,954 清仓
PCN PIMCO CORPORATE & INCM STRG $00.00%0 -400-100.0% -$4,760 清仓
AMTM AMENTUM HOLDINGS INC $00.00%0 -180-100.0% -$4,694 清仓
QTEC FIRST TR EXCHANGE-TRADED FD $00.00%0 -20-100.0% -$4,320 清仓
DWM WISDOMTREE TR $00.00%0 -61-100.0% -$4,263 清仓
— ELLSWORTH GROWTH & INCOME FD $00.00%0 -352-100.0% -$3,925 清仓
MOD MODINE MFG CO $00.00%0 -16-100.0% -$3,467 清仓
SPIP SPDR SERIES TRUST $00.00%0 -131-100.0% -$3,407 清仓
SGOV ISHARES TR $00.00%0 -33-100.0% -$3,322 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -40-100.0% -$3,222 清仓
HMC HONDA MOTOR CO LTD $00.00%0 -125-100.0% -$3,039 清仓
FEZ SPDR INDEX SHS FDS $00.00%0 -47-100.0% -$2,918 清仓
VCR VANGUARD WORLD FD $00.00%0 -8-100.0% -$2,872 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -140-100.0% -$2,593 清仓
OEF ISHARES TR $00.00%0 -8-100.0% -$2,545 清仓
FLRN SPDR SERIES TRUST $00.00%0 -80-100.0% -$2,462 清仓
VIOV VANGUARD ADMIRAL FDS INC $00.00%0 -24-100.0% -$2,442 清仓
XRAY DENTSPLY SIRONA INC $00.00%0 -200-100.0% -$2,320 清仓
ACMR ACM RESH INC $00.00%0 -57-100.0% -$2,243 清仓
CYH COMMUNITY HEALTH SYS INC NEW $00.00%0 -700-100.0% -$2,058 清仓
VRTS VIRTUS INVT PARTNERS INC $00.00%0 -15-100.0% -$2,015 清仓
— COSTAMARE BULKERS HLDGS LTD $00.00%0 -130-100.0% -$2,011 清仓
RPM RPM INTL INC $00.00%0 -20-100.0% -$1,988 清仓
EDIV SPDR INDEX SHS FDS $00.00%0 -50-100.0% -$1,974 清仓
CEVA CEVA INC $00.00%0 -100-100.0% -$1,868 清仓
FMC FMC CORP $00.00%0 -100-100.0% -$1,722 清仓
SHYG ISHARES TR $00.00%0 -36-100.0% -$1,523 清仓
— ARCOSA INC $00.00%0 -13-100.0% -$1,380 清仓
ESRT EMPIRE ST RLTY TR INC $00.00%0 -250-100.0% -$1,300 清仓
TRN TRINITY INDS INC $00.00%0 -40-100.0% -$1,287 清仓
ESGE ISHARES INC $00.00%0 -28-100.0% -$1,273 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -18-100.0% -$1,130 清仓
EIX EDISON INTL $00.00%0 -15-100.0% -$1,098 清仓
FVRR FIVERR INTL LTD $00.00%0 -106-100.0% -$1,062 清仓
NKTR NEKTAR THERAPEUTICS $00.00%0 -13-100.0% -$935 清仓
DWX SPDR INDEX SHS FDS $00.00%0 -18-100.0% -$821 清仓
COMT ISHARES U S ETF TR $00.00%0 -22-100.0% -$744 清仓
BBAX J P MORGAN EXCHANGE TRADED F $00.00%0 -9-100.0% -$535 清仓
CLB CORE LABORATORIES INC $00.00%0 -30-100.0% -$504 清仓
BHF BRIGHTHOUSE FINL INC $00.00%0 -4-100.0% -$240 清仓
BXP BXP INC $00.00%0 -4-100.0% -$208 清仓
PGEN PRECIGEN INC $00.00%0 -50-100.0% -$194 清仓
— ITERUM THERAPEUTICS PLC $00.00%0 -1,680-100.0% -$50 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%700 700— — 新建仓
— BIONANO GENOMICS INC $10.00%1 00.0% — 不变
— WORKHORSE GROUP INC $30.00%1 00.0% — 不变
— GENIUS GROUP LTD $60.00%34 00.0% — 不变
— VALARIS LTD $80.00%1 -2-66.7% -$16 减仓
IQ IQIYI INC $100.00%10 00.0% — 不变