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 |
|---|---|---|---|---|---|---|---|---|
| MSOS | ADVISORSHARES TR | $163 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $161 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $146 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $144 | 0.00% | 5 | 5 | — | $144 | 新建仓 |
| LCID | LUCID GROUP INC | $143 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $132 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $132 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $120 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $86 | 0.00% | 45 | 45 | — | $86 | 新建仓 |
| VVX | V2X INC | $69 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $64 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ITERUM THERAPEUTICS PLC | $50 | 0.00% | 1,680 | 0 | 0.0% | — | 不变 |
| — | VALARIS LTD | $48 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BONK INC | $39 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RYAM | RAYONIER ADVANCED MATLS INC | $22 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GTE | GRAN TIERRA ENERGY INC | $18 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $16 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $14 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GENIUS GROUP LTD | $11 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | WORKHORSE GROUP INC | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BIONANO GENOMICS INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CPLS | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -2,982 | -100.0% | -$10.60万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -3,222 | -100.0% | -$9.36万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -728 | -100.0% | -$2.30万 | 清仓 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | -2,145 | -100.0% | -$1.84万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1.51万 | 清仓 |
| — | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -564 | -100.0% | -$1.43万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -74 | -100.0% | -$1.12万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -484 | -100.0% | -$9,370 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -21 | -100.0% | -$9,367 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$7,382 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$7,161 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -107 | -100.0% | -$6,785 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -50 | -100.0% | -$5,657 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$5,236 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -43 | -100.0% | -$4,623 | 清仓 |
| — | NEW FORTRESS ENERGY INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$4,560 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$4,471 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -166 | -100.0% | -$3,712 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -64 | -100.0% | -$3,612 | 清仓 |
| WTI | W & T OFFSHORE INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$2,771 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2,520 | 清仓 |
| — | ARK ETF TR | $0 | 0.00% | 0 | -101 | -100.0% | -$2,263 | 清仓 |
| MYGN | MYRIAD GENETICS INC | $0 | 0.00% | 0 | -300 | -100.0% | -$1,845 | 清仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5 | -100.0% | -$1,563 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -14 | -100.0% | -$1,423 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -24 | -100.0% | -$1,296 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,102 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -10 | -100.0% | -$978 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -9 | -100.0% | -$887 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -17 | -100.0% | -$794 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -20 | -100.0% | -$775 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -14 | -100.0% | -$533 | 清仓 |
| — | ACRES COMMERCIAL REALTY CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$256 | 清仓 |
| OPK | OPKO HEALTH INC | $0 | 0.00% | 0 | -200 | -100.0% | -$252 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$195 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$71 | 清仓 |
| — | INSEEGO CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$41 | 清仓 |
| SCHQ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| — | CYTOSORBENTS CORP | $0 | 0.00% | 0 | -45 | -100.0% | -$29 | 清仓 |
| — | CERVOMED INC | $0 | 0.00% | 0 | -2 | -100.0% | -$16 | 清仓 |