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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $66.33万 | 0.22% | 937 | 65 | 7.5% | $4.60万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $66.31万 | 0.22% | 13,367 | -318 | -2.3% | -$1.58万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $65.40万 | 0.21% | 10,428 | -25 | -0.2% | -$1,568 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $62.82万 | 0.21% | 15,650 | -140 | -0.9% | -$5,620 | 减仓 |
| SPMD | SPDR SERIES TRUST | $62.24万 | 0.20% | 10,511 | -68 | -0.6% | -$4,026 | 减仓 |
| JNK | SPDR SERIES TRUST | $61.22万 | 0.20% | 6,396 | 94 | 1.5% | $8,997 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $60.31万 | 0.20% | 7,316 | 488 | 7.1% | $4.02万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $60.24万 | 0.20% | 143 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $60.13万 | 0.20% | 7,088 | 7,026 | 11,332.3% | $59.61万 | 加仓 |
| ROE | EA SERIES TRUST | $60.10万 | 0.20% | 16,964 | 232 | 1.4% | $8,220 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $59.68万 | 0.19% | 111,352 | -1,373 | -1.2% | -$7,359 | 减仓 |
| GLD | SPDR GOLD TR | $58.69万 | 0.19% | 1,364 | -175 | -11.4% | -$7.53万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $58.60万 | 0.19% | 27,270 | 1,843 | 7.2% | $3.96万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.10万 | 0.19% | 2,809 | 553 | 24.5% | $11.44万 | 加仓 |
| MRK | MERCK & CO INC | $56.72万 | 0.19% | 4,715 | 766 | 19.4% | $9.21万 | 加仓 |
| ABBV | ABBVIE INC | $55.38万 | 0.18% | 2,546 | -87 | -3.3% | -$1.89万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $55.05万 | 0.18% | 31,016 | -1,447 | -4.5% | -$2.57万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $53.74万 | 0.18% | 16,309 | 1,150 | 7.6% | $3.79万 | 加仓 |
| BOND | PIMCO ETF TR | $53.15万 | 0.17% | 5,759 | 2,722 | 89.6% | $25.12万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $53.08万 | 0.17% | 6,886 | -17 | -0.2% | -$1,310 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.30万 | 0.17% | 17,046 | -28,369 | -62.5% | -$87.04万 | 减仓 |
| GE | GE AEROSPACE | $51.93万 | 0.17% | 1,829 | -69 | -3.6% | -$1.96万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $51.80万 | 0.17% | 6,280 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $51.58万 | 0.17% | 4,140 | -48 | -1.1% | -$5,981 | 减仓 |
| TSLA | TESLA INC | $51.38万 | 0.17% | 1,382 | 204 | 17.3% | $7.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $51.09万 | 0.17% | 2,391 | -11 | -0.5% | -$2,350 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $49.99万 | 0.16% | 10,725 | 800 | 8.1% | $3.73万 | 加仓 |
| PFE | PFIZER INC | $49.96万 | 0.16% | 17,792 | 1,346 | 8.2% | $3.78万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $49.80万 | 0.16% | 56,719 | 411 | 0.7% | $3,609 | 加仓 |
| META | META PLATFORMS INC | $49.74万 | 0.16% | 869 | 31 | 3.7% | $1.77万 | 加仓 |
| PEP | PEPSICO INC | $49.72万 | 0.16% | 3,202 | 474 | 17.4% | $7.36万 | 加仓 |
| AOR | ISHARES TR | $49.04万 | 0.16% | 7,620 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $46.81万 | 0.15% | 5,046 | -186 | -3.6% | -$1.73万 | 减仓 |
| BAC | BANK AMERICA CORP | $46.60万 | 0.15% | 9,558 | 3 | 0.0% | $146 | 加仓 |
| MGC | VANGUARD WORLD FD | $46.21万 | 0.15% | 1,955 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $45.48万 | 0.15% | 3,091 | 213 | 7.4% | $3.13万 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $45.29万 | 0.15% | 34,576 | -132 | -0.4% | -$1,729 | 减仓 |
| ICF | ISHARES TR | $45.24万 | 0.15% | 7,309 | -123 | -1.7% | -$7,612 | 减仓 |
| F | FORD MTR CO | $45.07万 | 0.15% | 39,054 | 2,802 | 7.7% | $3.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.85万 | 0.15% | 8,933 | -744 | -7.7% | -$3.74万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $44.44万 | 0.15% | 9,487 | -280 | -2.9% | -$1.31万 | 减仓 |
| GLW | CORNING INC | $44.37万 | 0.14% | 3,263 | 33 | 1.0% | $4,487 | 加仓 |
| AMGN | AMGEN INC | $43.97万 | 0.14% | 1,250 | 151 | 13.7% | $5.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.94万 | 0.14% | 917 | -4 | -0.4% | -$1,917 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $43.05万 | 0.14% | 1,500 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $42.52万 | 0.14% | 1,881 | 400 | 27.0% | $9.04万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $42.46万 | 0.14% | 6,325 | -208 | -3.2% | -$1.40万 | 减仓 |
| HSY | HERSHEY CO | $41.58万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $41.46万 | 0.14% | 2,829 | -3,476 | -55.1% | -$50.95万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $41.46万 | 0.14% | 10,636 | 10,507 | 8,145.0% | $40.96万 | 加仓 |
| DON | WISDOMTREE TR | $41.12万 | 0.13% | 7,827 | -277 | -3.4% | -$1.46万 | 减仓 |
| ARKQ | ARK ETF TR | $40.66万 | 0.13% | 3,615 | -24 | -0.7% | -$2,699 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.90万 | 0.13% | 2,162 | -216 | -9.1% | -$3.99万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $39.45万 | 0.13% | 8,366 | -1,068 | -11.3% | -$5.04万 | 减仓 |
| TTE | TOTALENERGIES SE | $38.68万 | 0.13% | 4,212 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $38.61万 | 0.13% | 5,134 | -599 | -10.4% | -$4.51万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $38.54万 | 0.13% | 3,139 | -16 | -0.5% | -$1,964 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.29万 | 0.13% | 7,565 | -22,871 | -75.1% | -$115.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.97万 | 0.12% | 2,596 | 955 | 58.2% | $13.97万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $37.76万 | 0.12% | 1,457 | -119 | -7.6% | -$3.08万 | 减仓 |
| IXUS | ISHARES TR | $37.57万 | 0.12% | 4,336 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $37.39万 | 0.12% | 3,252 | 13 | 0.4% | $1,495 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.19万 | 0.12% | 857 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $36.88万 | 0.12% | 20,046 | -1,071 | -5.1% | -$1.97万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $36.71万 | 0.12% | 14,329 | -6,265 | -30.4% | -$16.05万 | 减仓 |
| — | SSGA ACTIVE TR | $36.12万 | 0.12% | 14,100 | 200 | 1.4% | $5,123 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $36.05万 | 0.12% | 12,396 | 634 | 5.4% | $1.84万 | 加仓 |
| BIL | SPDR SERIES TRUST | $35.63万 | 0.12% | 3,888 | -2,421 | -38.4% | -$22.19万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $35.42万 | 0.12% | 3,155 | 82 | 2.7% | $9,206 | 加仓 |
| VGT | VANGUARD WORLD FD | $35.23万 | 0.12% | 505 | 77 | 18.0% | $5.37万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $35.22万 | 0.12% | 4,816 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $34.81万 | 0.11% | 13,174 | -23 | -0.2% | -$608 | 减仓 |
| EMR | EMERSON ELEC CO | $34.75万 | 0.11% | 2,652 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $34.57万 | 0.11% | 2,554 | -145 | -5.4% | -$1.96万 | 减仓 |
| RTX | RTX CORPORATION | $34.43万 | 0.11% | 1,785 | -106 | -5.6% | -$2.04万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $34.21万 | 0.11% | 1,173 | -138 | -10.5% | -$4.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.72万 | 0.11% | 1,757 | 0 | 0.0% | — | 不变 |
| — | VICTORY PORTFOLIOS II | $33.44万 | 0.11% | 5,415 | -147 | -2.6% | -$9,078 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.95万 | 0.11% | 4,382 | -232 | -5.0% | -$1.74万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $32.16万 | 0.11% | 2,903 | 2,903 | — | $32.16万 | 新建仓 |
| GEV | GE VERNOVA INC | $31.81万 | 0.10% | 364 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.55万 | 0.10% | 343 | 58 | 20.4% | $5.33万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.49万 | 0.10% | 511 | -13 | -2.5% | -$8,010 | 减仓 |
| VHT | VANGUARD WORLD FD | $31.18万 | 0.10% | 1,145 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $30.90万 | 0.10% | 7,688 | 749 | 10.8% | $3.01万 | 加仓 |
| — | ELECTRONIC ARTS INC | $30.46万 | 0.10% | 1,494 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $30.33万 | 0.10% | 1,834 | 1 | 0.1% | $165 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $30.31万 | 0.10% | 7,921 | 469 | 6.3% | $1.79万 | 加仓 |
| MCD | MCDONALDS CORP | $29.07万 | 0.09% | 936 | 203 | 27.7% | $6.31万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $28.94万 | 0.09% | 4,684 | -462 | -9.0% | -$2.85万 | 减仓 |
| IYH | ISHARES TR | $28.92万 | 0.09% | 4,691 | -100 | -2.1% | -$6,164 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $28.80万 | 0.09% | 3,498 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $28.68万 | 0.09% | 2,953 | -76 | -2.5% | -$7,381 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $28.63万 | 0.09% | 5,800 | -491 | -7.8% | -$2.42万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $28.57万 | 0.09% | 13,243 | -1,935 | -12.7% | -$4.17万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $28.56万 | 0.09% | 5,236 | 21 | 0.4% | $1,146 | 加仓 |
| UDR | UDR INC | $28.53万 | 0.09% | 8,447 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $28.13万 | 0.09% | 1,184 | 99 | 9.1% | $2.35万 | 加仓 |
| C | CITIGROUP INC | $28.08万 | 0.09% | 2,476 | 119 | 5.0% | $1.35万 | 加仓 |
| INTC | INTEL CORP | $27.98万 | 0.09% | 6,340 | -550 | -8.0% | -$2.43万 | 减仓 |