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
JEF JEFFERIES FINANCIAL GROUP IN $1500.00%3 3— $150 新建仓
GEN GEN DIGITAL INC $1490.00%6 6— $149 新建仓
EXR EXTRA SPACE STORAGE INC $1450.00%1 1— $145 新建仓
BANC BANC OF CALIFORNIA INC $1430.00%7 7— $143 新建仓
UMBF UMB FINL CORP $1430.00%1 1— $143 新建仓
OSW ONESPAWORLD HOLDINGS LIMITED $1410.00%5 5— $141 新建仓
ALGM ALLEGRO MICROSYSTEMS INC $1390.00%2 2— $139 新建仓
PHM PULTE GROUP INC $1370.00%1 1— $137 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $1360.00%4 4— $136 新建仓
MBC MASTERBRAND INC $1340.00%13 -457-97.2% -$4,703 减仓
A AGILENT TECHNOLOGIES INC $1330.00%1 1— $133 新建仓
FTI TECHNIPFMC PLC $1330.00%2 2— $133 新建仓
MC MOELIS & CO $1310.00%2 2— $131 新建仓
NOV NOV INC $1300.00%7 7— $130 新建仓
EOG EOG RES INC $1300.00%1 1— $130 新建仓
EWBC EAST WEST BANCORP INC $1290.00%1 1— $129 新建仓
Z ZILLOW GROUP INC $1260.00%4 4— $126 新建仓
GRDN GUARDIAN PHARMACY SVCS INC $1260.00%3 3— $126 新建仓
ASAN ASANA INC $1260.00%18 18— $126 新建仓
ATR APTARGROUP INC $1250.00%1 1— $125 新建仓
ACN ACCENTURE PLC IRELAND $1240.00%1 -109-99.1% -$1.35万 减仓
CC CHEMOURS CO $1220.00%6 00.0% — 不变
GTLB GITLAB INC $1220.00%4 4— $122 新建仓
KDP KEURIG DR PEPPER INC $1220.00%5 5— $122 新建仓
PPG PPG INDS INC $1210.00%1 -160-99.4% -$1.94万 减仓
ASIX ADVANSIX INC $1190.00%6 00.0% — 不变
ETR ENTERGY CORP NEW $1150.00%1 1— $115 新建仓
PKE PARK AEROSPACE CORP $1140.00%3 3— $114 新建仓
MTCH MATCH GROUP INC NEW $1140.00%3 3— $114 新建仓
GSL GLOBAL SHIP LEASE INC $1130.00%3 3— $113 新建仓
AEE AMEREN CORP $1130.00%1 1— $113 新建仓
RAMP LIVERAMP HLDGS INC $1130.00%3 3— $113 新建仓
CCK CROWN HLDGS INC $1120.00%1 1— $112 新建仓
BKR BAKER HUGHES COMPANY $1110.00%2 -188-98.9% -$1.04万 减仓
PLNT PLANET FITNESS MASTER ISSUER $1040.00%2 2— $104 新建仓
NTNX NUTANIX INC $1020.00%2 2— $102 新建仓
PNFP PINNACLE FINL PARTNERS INC $1010.00%1 1— $101 新建仓
HOOD ROBINHOOD MKTS INC $1000.00%1 -119-99.2% -$1.19万 减仓
OHI OMEGA HEALTHCARE INVS INC $950.00%2 2— $95 新建仓
NI NISOURCE INC $950.00%2 2— $95 新建仓
ORLY OREILLY AUTOMOTIVE INC $920.00%1 1— $92 新建仓
CECO CECO ENVIRONMENTAL CORP $910.00%1 1— $91 新建仓
VTR VENTAS INC $890.00%1 1— $89 新建仓
SMCI SUPER MICRO COMPUTER INC $880.00%3 -347-99.1% -$1.02万 减仓
FLYW FLYWIRE CORPORATION $880.00%5 5— $88 新建仓
AMRX AMNEAL PHARMACEUTICALS INC $870.00%5 5— $87 新建仓
TDOC TELADOC HEALTH INC $850.00%10 10— $85 新建仓
VFC V F CORP $830.00%5 5— $83 新建仓
HSTM HEALTHSTREAM INC $820.00%3 3— $82 新建仓
WAL WESTERN ALLIANCE BANCORP $820.00%1 1— $82 新建仓
ATRO ASTRONICS CORP $810.00%1 1— $81 新建仓
CTRE CARETRUST REIT INC $810.00%2 2— $81 新建仓
VERX VERTEX INC $800.00%7 7— $80 新建仓
TR TOOTSIE ROLL INDS INC $790.00%2 2— $79 新建仓
IONS IONIS PHARMACEUTICALS INC $790.00%1 1— $79 新建仓
FIS FIDELITY NATL INFORMATION SV $780.00%2 -90-97.8% -$3,510 减仓
TXG 10X GENOMICS INC $770.00%2 2— $77 新建仓
CMS CMS ENERGY CORP $770.00%1 1— $77 新建仓
CCI CROWN CASTLE INC $760.00%1 1— $76 新建仓
BBY BEST BUY INC $760.00%1 -142-99.3% -$1.08万 重新持有
VVX V2X INC $750.00%1 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $750.00%1 1— $75 新建仓
BFS SAUL CTRS INC $750.00%2 2— $75 新建仓
LFST LIFESTANCE HEALTH GROUP INC $750.00%7 7— $75 新建仓
CDP COPT DEFENSE PROPERTIES $730.00%2 2— $73 新建仓
TTAN SERVICETITAN INC $710.00%1 -606-99.8% -$4.30万 重新持有
IVT INVENTRUST PPTYS CORP $710.00%2 2— $71 新建仓
SF STIFEL FINL CORP $700.00%1 1— $70 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE G $700.00%2 2— $70 新建仓
KBR KBR INC $690.00%2 2— $69 新建仓
BEN FRANKLIN RESOURCES INC $670.00%2 2— $67 新建仓
IOT SAMSARA INC $650.00%2 2— $65 新建仓
BRO BROWN & BROWN INC $640.00%1 1— $64 新建仓
COLB COLUMBIA BKG SYS INC $640.00%2 2— $64 新建仓
TSCO TRACTOR SUPPLY CO $630.00%2 2— $63 新建仓
KBH KB HOME $630.00%1 1— $63 新建仓
RLI RLI CORP $590.00%1 1— $59 新建仓
ARMK ARAMARK $570.00%1 1— $57 新建仓
CSGP COSTAR GROUP INC $570.00%2 2— $57 新建仓
FNB F N B CORP $570.00%3 3— $57 新建仓
CNH CNH INDL N V $560.00%5 5— $56 新建仓
DBX DROPBOX INC $550.00%2 2— $55 新建仓
FBK FB FINL CORP $550.00%1 1— $55 新建仓
FHI FEDERATED HERMES INC $550.00%1 1— $55 新建仓
KMX CARMAX INC $530.00%1 1— $53 新建仓
UTL UNITIL CORP $530.00%1 1— $53 新建仓
ONB OLD NATL BANCORP IND $520.00%2 2— $52 新建仓
GBCI GLACIER BANCORP INC NEW $520.00%1 1— $52 新建仓
VRRM VERRA MOBILITY CORP $510.00%12 12— $51 新建仓
KIM KIMCO REALTY CORP $510.00%2 2— $51 新建仓
NWSA NEWS CORP NEW $500.00%2 2— $50 新建仓
ELAN ELANCO ANIMAL HEALTH INC $490.00%2 2— $49 新建仓
PWP PERELLA WEINBERG PARTNERS $480.00%3 3— $48 新建仓
EXC EXELON CORP $470.00%1 -495-99.8% -$2.33万 减仓
NNN NNN REIT INC $470.00%1 1— $47 新建仓
FOX FOX CORP $470.00%1 1— $47 新建仓
ALRM ALARM COM HLDGS INC $470.00%1 1— $47 新建仓
CENX CENTURY ALUM CO $460.00%1 1— $46 新建仓
ALLY ALLY FINL INC $460.00%1 1— $46 新建仓
AUB ATLANTIC UN BANKSHARES CORP $420.00%1 1— $42 新建仓