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 |
|---|---|---|---|---|---|---|---|---|
| SMR | NUSCALE PWR CORP | $2.60万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $2.57万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.56万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $2.54万 | 0.01% | 91 | -12 | -11.7% | -$3,351 | 减仓 |
| — | COHERUS ONCOLOGY INC | $2.54万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $2.50万 | 0.01% | 217 | -91 | -29.5% | -$1.05万 | 减仓 |
| RDDT | REDDIT INC | $2.49万 | 0.01% | 185 | 65 | 54.2% | $8,752 | 加仓 |
| CROX | CROCS INC | $2.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.48万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $2.48万 | 0.01% | 469 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $2.48万 | 0.01% | 1,351 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $2.46万 | 0.01% | 432 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $2.46万 | 0.01% | 368 | 8 | 2.2% | $535 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $2.45万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $2.44万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.43万 | 0.01% | 409 | 3 | 0.7% | $178 | 加仓 |
| EXC | EXELON CORP | $2.43万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $2.42万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $2.42万 | 0.01% | 27 | -3 | -10.0% | -$2,686 | 减仓 |
| IEFA | ISHARES TR | $2.41万 | 0.01% | 266 | -21 | -7.3% | -$1,905 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $2.41万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2.39万 | 0.01% | 731 | -80 | -9.9% | -$2,619 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $2.39万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $2.34万 | 0.01% | 481 | 10 | 2.1% | $487 | 加仓 |
| B | BARRICK MNG CORP | $2.34万 | 0.01% | 574 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $2.34万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $2.34万 | 0.01% | 269 | -118 | -30.5% | -$1.03万 | 减仓 |
| VLUE | ISHARES TR | $2.33万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $2.32万 | 0.01% | 100 | 100 | — | $2.32万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2.31万 | 0.01% | 100 | 100 | — | $2.31万 | 新建仓 |
| BLK | BLACKROCK INC | $2.31万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.29万 | 0.01% | 597 | -325 | -35.2% | -$1.25万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.29万 | 0.01% | 477 | 251 | 111.1% | $1.21万 | 加仓 |
| BTG | B2GOLD CORP | $2.27万 | 0.01% | 5,000 | 5,000 | — | $2.27万 | 新建仓 |
| PLUG | PLUG PWR INC | $2.26万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2.25万 | 0.01% | 237 | 1 | 0.4% | $95 | 加仓 |
| GIB | CGI INC | $2.24万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $2.23万 | 0.01% | 84 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $2.20万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $2.20万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.19万 | 0.01% | 310 | -255 | -45.1% | -$1.80万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $2.18万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $2.18万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $2.16万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE TR | $2.12万 | 0.01% | 365 | -200 | -35.4% | -$1.16万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2.11万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.08万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.07万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $2.07万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2.06万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $2.05万 | 0.01% | 195 | 195 | — | $2.05万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $2.04万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $2.04万 | 0.01% | 135 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.01万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $1.96万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LDP | COHEN & STEERS LTD DURATION | $1.95万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $1.94万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $1.93万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $1.92万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $1.88万 | 0.01% | 1,030 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC | $1.87万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $1.84万 | 0.01% | 500 | 500 | — | $1.84万 | 新建仓 |
| STOT | SSGA ACTIVE TR | $1.84万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $1.83万 | 0.01% | 531 | -86 | -13.9% | -$2,972 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $1.83万 | 0.01% | 236 | -51 | -17.8% | -$3,957 | 减仓 |
| APP | APPLOVIN CORP | $1.83万 | 0.01% | 46 | 6 | 15.0% | $2,388 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.83万 | 0.01% | 471 | -76 | -13.9% | -$2,953 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.81万 | 0.01% | 468 | 1 | 0.2% | $39 | 加仓 |
| ISTB | ISHARES TR | $1.79万 | 0.01% | 369 | 353 | 2,206.2% | $1.71万 | 加仓 |
| PPT | PUTNAM PREMIER INCOME TR | $1.77万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $1.77万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $1.77万 | 0.01% | 354 | -37 | -9.5% | -$1,851 | 减仓 |
| IBDS | ISHARES TR | $1.77万 | 0.01% | 730 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $1.77万 | 0.01% | 336 | 206 | 158.5% | $1.08万 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.75万 | 0.01% | 268 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1.73万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $1.72万 | 0.01% | 161 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.72万 | 0.01% | 87 | 6 | 7.4% | $1,185 | 加仓 |
| STLA | STELLANTIS N.V | $1.70万 | 0.01% | 2,400 | 1,200 | 100.0% | $8,508 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.70万 | 0.01% | 35 | 12 | 52.2% | $5,819 | 加仓 |
| ARKX | ARK ETF TR | $1.70万 | 0.01% | 578 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1.69万 | 0.01% | 3,230 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $1.67万 | 0.01% | 263 | -49 | -15.7% | -$3,118 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1.66万 | 0.01% | 460 | 460 | — | $1.66万 | 新建仓 |
| TMFC | RBB FD INC | $1.65万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $1.64万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $1.63万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.63万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1.62万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $1.62万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.61万 | 0.01% | 1,073 | 43 | 4.2% | $647 | 加仓 |
| ETN | EATON CORP PLC | $1.61万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.61万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $1.58万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $1.56万 | 0.01% | 169 | -56 | -24.9% | -$5,173 | 减仓 |
| DINO | HF SINCLAIR CORP | $1.56万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.56万 | 0.01% | 56 | -197 | -77.9% | -$5.47万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $1.53万 | 0.01% | 1,390 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1.53万 | 0.00% | 163 | -39 | -19.3% | -$3,663 | 减仓 |
| AOM | ISHARES TR | $1.53万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |