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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $27.86万 | 0.09% | 1,527 | -45 | -2.9% | -$8,209 | 减仓 |
| LOW | LOWES COS INC | $27.81万 | 0.09% | 1,177 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $27.72万 | 0.09% | 7,292 | -100 | -1.4% | -$3,801 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.67万 | 0.09% | 563 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.35万 | 0.09% | 4,050 | -432 | -9.6% | -$2.92万 | 减仓 |
| IWF | ISHARES TR | $26.95万 | 0.09% | 632 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $26.69万 | 0.09% | 3,971 | -65 | -1.6% | -$4,369 | 减仓 |
| VXF | VANGUARD INDEX FDS | $26.38万 | 0.09% | 1,282 | 56 | 4.6% | $1.15万 | 加仓 |
| BA | BOEING CO | $26.33万 | 0.09% | 1,323 | 5 | 0.4% | $995 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.29万 | 0.09% | 11,115 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $26.28万 | 0.09% | 9,155 | 1,562 | 20.6% | $4.48万 | 加仓 |
| BP | BP PLC | $25.91万 | 0.08% | 5,512 | -67 | -1.2% | -$3,149 | 减仓 |
| IAU | ISHARES GOLD TR | $25.83万 | 0.08% | 2,930 | 2,077 | 243.5% | $18.31万 | 加仓 |
| REVS | COLUMBIA ETF TR I | $25.76万 | 0.08% | 9,000 | 9,000 | — | $25.76万 | 新建仓 |
| EFAV | ISHARES TR | $25.70万 | 0.08% | 2,813 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $25.64万 | 0.08% | 5,883 | -1,183 | -16.7% | -$5.16万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $25.60万 | 0.08% | 1,955 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.48万 | 0.08% | 10,294 | 1,484 | 16.8% | $3.67万 | 加仓 |
| MO | ALTRIA GROUP INC | $25.23万 | 0.08% | 3,823 | 31 | 0.8% | $2,046 | 加仓 |
| PBI | PITNEY BOWES INC | $25.08万 | 0.08% | 22,700 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $25.06万 | 0.08% | 5,421 | 124 | 2.3% | $5,733 | 加仓 |
| WM | WASTE MGMT INC DEL | $24.93万 | 0.08% | 1,085 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $24.77万 | 0.08% | 760 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $24.23万 | 0.08% | 2,006 | -59 | -2.9% | -$7,128 | 减仓 |
| CLS | CELESTICA INC | $23.83万 | 0.08% | 846 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $23.76万 | 0.08% | 2,471 | 141 | 6.1% | $1.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $23.75万 | 0.08% | 785 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $23.58万 | 0.08% | 3,288 | 67 | 2.1% | $4,806 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $23.52万 | 0.08% | 1,451 | 545 | 60.2% | $8.83万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $23.45万 | 0.08% | 6,268 | -1,109 | -15.0% | -$4.15万 | 减仓 |
| IWD | ISHARES TR | $22.91万 | 0.07% | 1,072 | 200 | 22.9% | $4.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.62万 | 0.07% | 1,112 | 338 | 43.7% | $6.88万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $22.49万 | 0.07% | 1,375 | 80 | 6.2% | $1.31万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.20万 | 0.07% | 2,627 | 240 | 10.1% | $2.03万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.02万 | 0.07% | 5,820 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.02万 | 0.07% | 3,029 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $21.97万 | 0.07% | 1,576 | 503 | 46.9% | $7.01万 | 加仓 |
| QYLD | GLOBAL X FDS | $21.49万 | 0.07% | 12,529 | 218 | 1.8% | $3,739 | 加仓 |
| MTB | M & T BK CORP | $21.48万 | 0.07% | 1,039 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.10万 | 0.07% | 1,611 | 23 | 1.4% | $3,012 | 加仓 |
| LIN | LINDE PLC | $21.06万 | 0.07% | 425 | 21 | 5.2% | $1.04万 | 加仓 |
| MPC | MARATHON PETE CORP | $20.80万 | 0.07% | 852 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $20.71万 | 0.07% | 2,677 | 251 | 10.3% | $1.94万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $20.71万 | 0.07% | 2,203 | 3 | 0.1% | $282 | 加仓 |
| OUSA | ALPS ETF TR | $20.68万 | 0.07% | 3,715 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $20.58万 | 0.07% | 681 | 21 | 3.2% | $6,347 | 加仓 |
| MOAT | VANECK ETF TRUST | $20.52万 | 0.07% | 2,121 | -654 | -23.6% | -$6.33万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $20.50万 | 0.07% | 2,197 | -4 | -0.2% | -$373 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.41万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $20.34万 | 0.07% | 5,685 | 348 | 6.5% | $1.25万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $20.33万 | 0.07% | 9,850 | 2,000 | 25.5% | $4.13万 | 加仓 |
| MMM | 3M CO | $20.14万 | 0.07% | 1,387 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $19.91万 | 0.07% | 1,005 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $19.91万 | 0.07% | 5,350 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $19.79万 | 0.06% | 676 | -35 | -4.9% | -$1.02万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.53万 | 0.06% | 578 | 25 | 4.5% | $8,449 | 加仓 |
| — | WESTERN ASSET PREMIER BD FD | $19.48万 | 0.06% | 18,413 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $19.15万 | 0.06% | 1,487 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $19.03万 | 0.06% | 1,795 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $19.00万 | 0.06% | 654 | 127 | 24.1% | $3.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $18.93万 | 0.06% | 3,122 | 11 | 0.4% | $667 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $18.89万 | 0.06% | 2,516 | -20 | -0.8% | -$1,502 | 减仓 |
| CVS | CVS HEALTH CORP | $18.44万 | 0.06% | 2,566 | 4 | 0.2% | $287 | 加仓 |
| FSK | FS KKR CAP CORP | $18.24万 | 0.06% | 17,915 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $18.21万 | 0.06% | 2,628 | 501 | 23.6% | $3.47万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $18.14万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $17.94万 | 0.06% | 1,747 | -118 | -6.3% | -$1.21万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $17.66万 | 0.06% | 3,645 | -12 | -0.3% | -$582 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $17.48万 | 0.06% | 16,763 | 391 | 2.4% | $4,078 | 加仓 |
| CWB | SPDR SERIES TRUST | $17.38万 | 0.06% | 1,899 | 5 | 0.3% | $458 | 加仓 |
| ITA | ISHARES TR | $17.13万 | 0.06% | 779 | -48 | -5.8% | -$1.06万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $17.05万 | 0.06% | 11,453 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $17.05万 | 0.06% | 4,810 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $16.90万 | 0.06% | 5,540 | 13 | 0.2% | $396 | 加仓 |
| SHEL | SHELL PLC | $16.76万 | 0.05% | 1,803 | 1 | 0.1% | $93 | 加仓 |
| PSK | SPDR SERIES TRUST | $16.55万 | 0.05% | 5,365 | -1,217 | -18.5% | -$3.75万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $16.48万 | 0.05% | 7,793 | 221 | 2.9% | $4,674 | 加仓 |
| COKE | COCA COLA CONS INC | $16.30万 | 0.05% | 850 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $16.29万 | 0.05% | 2,181 | -42 | -1.9% | -$3,136 | 减仓 |
| IAT | ISHARES TR | $16.04万 | 0.05% | 2,980 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $16.00万 | 0.05% | 1,183 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $15.92万 | 0.05% | 1,091 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $15.89万 | 0.05% | 318 | 45 | 16.5% | $2.25万 | 加仓 |
| IHDG | WISDOMTREE TR | $15.81万 | 0.05% | 3,284 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $15.68万 | 0.05% | 6,330 | -120 | -1.9% | -$2,972 | 减仓 |
| SO | SOUTHERN CO | $15.41万 | 0.05% | 1,597 | -106 | -6.2% | -$1.02万 | 减仓 |
| MKC | MCCORMICK & CO INC | $15.36万 | 0.05% | 3,045 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $15.31万 | 0.05% | 3,300 | 3,300 | — | $15.31万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $15.31万 | 0.05% | 4,309 | -718 | -14.3% | -$2.55万 | 减仓 |
| TIP | ISHARES TR | $15.22万 | 0.05% | 1,379 | 3 | 0.2% | $331 | 加仓 |
| USMV | ISHARES TR | $15.10万 | 0.05% | 1,629 | 1 | 0.1% | $93 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $14.99万 | 0.05% | 248 | -50 | -16.8% | -$3.02万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $14.85万 | 0.05% | 2,921 | 8 | 0.3% | $407 | 加仓 |
| HSIC | SCHEIN HENRY INC | $14.74万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $14.68万 | 0.05% | 3,844 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $14.35万 | 0.05% | 3,385 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $14.32万 | 0.05% | 1,100 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $14.28万 | 0.05% | 13,185 | -250 | -1.9% | -$2,708 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $14.26万 | 0.05% | 3,880 | 5 | 0.1% | $184 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $14.18万 | 0.05% | 4,525 | 0 | 0.0% | — | 不变 |