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 |
|---|---|---|---|---|---|---|---|---|
| IRM | IRON MTN INC DEL | $4.29万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $4.26万 | 0.01% | 459 | 67 | 17.1% | $6,216 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.22万 | 0.01% | 125 | 17 | 15.7% | $5,743 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $4.20万 | 0.01% | 293 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $4.19万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $4.18万 | 0.01% | 2,050 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $4.13万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $4.11万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $4.10万 | 0.01% | 396 | -29 | -6.8% | -$3,005 | 减仓 |
| — | SPDR INDEX SHS FDS | $4.08万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $4.08万 | 0.01% | 1,062 | -25 | -2.3% | -$961 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $4.07万 | 0.01% | 119 | -150 | -55.8% | -$5.14万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $4.07万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $4.06万 | 0.01% | 519 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $4.04万 | 0.01% | 862 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $3.92万 | 0.01% | 750 | 750 | — | $3.92万 | 新建仓 |
| AVMV | AMERICAN CENTY ETF TR | $3.92万 | 0.01% | 529 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TR | $3.90万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.89万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $3.89万 | 0.01% | 5,659 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $3.87万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $3.85万 | 0.01% | 702 | 702 | — | $3.85万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $3.84万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $3.82万 | 0.01% | 400 | 9 | 2.3% | $859 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $3.81万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3.81万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $3.80万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $3.76万 | 0.01% | 315 | 2 | 0.6% | $239 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $3.75万 | 0.01% | 355 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.68万 | 0.01% | 94 | 30 | 46.9% | $1.18万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $3.67万 | 0.01% | 8,360 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.66万 | 0.01% | 514 | -119 | -18.8% | -$8,472 | 减仓 |
| ALLE | ALLEGION PLC | $3.63万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST | $3.62万 | 0.01% | 1,735 | -607 | -25.9% | -$1.27万 | 减仓 |
| KR | KROGER CO | $3.62万 | 0.01% | 500 | -60 | -10.7% | -$4,342 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $3.61万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $3.57万 | 0.01% | 889 | 0 | 0.0% | — | 不变 |
| EQIN | COLUMBIA ETF TR I | $3.56万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $3.55万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $3.55万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3.55万 | 0.01% | 82 | -15 | -15.5% | -$6,486 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $3.55万 | 0.01% | 763 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $3.54万 | 0.01% | 1,562 | 1,506 | 2,689.3% | $3.42万 | 加仓 |
| IEUR | ISHARES TR | $3.53万 | 0.01% | 502 | 502 | — | $3.53万 | 新建仓 |
| ZTS | ZOETIS INC | $3.49万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3.43万 | 0.01% | 450 | 100 | 28.6% | $7,616 | 加仓 |
| SMLV | SPDR SERIES TRUST | $3.43万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $3.42万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $3.42万 | 0.01% | 424 | 36 | 9.3% | $2,902 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.38万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $3.31万 | 0.01% | 549 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $3.30万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $3.29万 | 0.01% | 500 | -140 | -21.9% | -$9,208 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $3.28万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $3.27万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $3.24万 | 0.01% | 245 | 1 | 0.4% | $132 | 加仓 |
| CMI | CUMMINS INC | $3.23万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3.23万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $3.22万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $3.21万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.21万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $3.19万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $3.17万 | 0.01% | 762 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $3.17万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $3.17万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $3.16万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $3.14万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.14万 | 0.01% | 114 | -1 | -0.9% | -$275 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3.11万 | 0.01% | 95 | -150 | -61.2% | -$4.91万 | 减仓 |
| LQD | ISHARES TR | $3.11万 | 0.01% | 285 | -43 | -13.1% | -$4,691 | 减仓 |
| EMN | EASTMAN CHEM CO | $3.11万 | 0.01% | 407 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $3.10万 | 0.01% | 357 | -311 | -46.6% | -$2.70万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $3.09万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $3.09万 | 0.01% | 710 | 26 | 3.8% | $1,132 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $3.09万 | 0.01% | 1,388 | 175 | 14.4% | $3,897 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.09万 | 0.01% | 682 | -9 | -1.3% | -$407 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $3.05万 | 0.01% | 4,600 | 3,500 | 318.2% | $2.32万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.01万 | 0.01% | 304 | 1 | 0.3% | $99 | 加仓 |
| IEMG | ISHARES INC | $2.99万 | 0.01% | 428 | 350 | 448.7% | $2.44万 | 加仓 |
| DEO | DIAGEO PLC | $2.95万 | 0.01% | 396 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $2.94万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2.93万 | 0.01% | 110 | -4 | -3.5% | -$1,067 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $2.91万 | 0.01% | 1,060 | -108 | -9.2% | -$2,966 | 减仓 |
| — | ISHARES TR | $2.90万 | 0.01% | 421 | 421 | — | $2.90万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $2.87万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $2.83万 | 0.01% | 619 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $2.82万 | 0.01% | 480 | 46 | 10.6% | $2,704 | 加仓 |
| SLB | SLB LIMITED | $2.79万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $2.74万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $2.72万 | 0.01% | 8,396 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $2.72万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $2.69万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $2.69万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $2.69万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2.67万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $2.67万 | 0.01% | 200 | 200 | — | $2.67万 | 新建仓 |
| CNMD | CONMED CORP | $2.65万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $2.64万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $2.64万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.61万 | 0.01% | 710 | 454 | 177.3% | $1.67万 | 加仓 |