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 |
|---|---|---|---|---|---|---|---|---|
| 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 |