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 |
|---|---|---|---|---|---|---|---|---|
| RPM | RPM INTL INC | $1,988 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $1,974 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES TR | $1,948 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $1,933 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $1,905 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $1,905 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,885 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| CEVA | CEVA INC | $1,868 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $1,861 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $1,838 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $1,833 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,820 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,772 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TRC | TEJON RANCH CO | $1,771 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,753 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1,738 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $1,722 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,712 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $1,706 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $1,691 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $1,685 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $1,668 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1,653 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $1,642 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| — | NERDY INC | $1,605 | 0.00% | 1,967 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $1,582 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1,577 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,562 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,532 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $1,523 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | GABELLI GLOBAL SMALL & MID C | $1,502 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $1,472 | 0.00% | 100 | -15 | -13.0% | -$221 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,456 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $1,416 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $1,380 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1,316 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ESRT | EMPIRE ST RLTY TR INC | $1,300 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $1,300 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $1,287 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1,284 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1,273 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $1,270 | 0.00% | 199 | -814 | -80.4% | -$5,195 | 减仓 |
| ESML | ISHARES TR | $1,270 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GSSC | GOLDMAN SACHS ETF TR | $1,267 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $1,250 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1,230 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1,194 | 0.00% | 91 | -31 | -25.4% | -$407 | 减仓 |
| FIGS | FIGS INC | $1,182 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $1,181 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $1,181 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1,130 | 0.00% | 18 | -24 | -57.1% | -$1,507 | 减仓 |
| RIG | TRANSOCEAN LTD | $1,127 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $1,119 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,104 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC | $1,103 | 0.00% | 383 | -81 | -17.5% | -$233 | 减仓 |
| HLN | HALEON PLC | $1,101 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1,098 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $1,085 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD | $1,062 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,033 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $1,029 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1,019 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $935 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GCOR | GOLDMAN SACHS ETF TR | $909 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $908 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $877 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $842 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $842 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $822 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $821 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $758 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $744 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $699 | 0.00% | 83 | -66 | -44.3% | -$556 | 减仓 |
| PRGO | PERRIGO CO PLC | $677 | 0.00% | 63 | -1 | -1.6% | -$11 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $667 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $616 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $535 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | SPRUCE POWER HOLDING CORP | $513 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $504 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $497 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $494 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $492 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $457 | 0.00% | 28 | 11 | 64.7% | $180 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $456 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $437 | 0.00% | 4 | -15 | -78.9% | -$1,639 | 减仓 |
| — | MILESTONE PHARMACEUTICALS IN | $405 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $401 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SUNRISE RLTY TR INC | $376 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | QUANTUM SI INC | $363 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $345 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $267 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $264 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $261 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $254 | 0.00% | 17 | -80 | -82.5% | -$1,195 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $239 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $210 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $208 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $194 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $187 | 0.00% | 4 | 0 | 0.0% | — | 不变 |