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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $1.25万 | 0.00% | 40 | 5 | 14.3% | $1,566 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $1.25万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1.25万 | 0.00% | 71 | -27 | -27.6% | -$4,747 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.24万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1.24万 | 0.00% | 45 | 45 | — | $1.24万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $1.24万 | 0.00% | 80 | -80 | -50.0% | -$1.24万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $1.23万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PPT | PUTNAM PREMIER INCOME TR | $1.22万 | 0.00% | 3,500 | -1,500 | -30.0% | -$5,235 | 减仓 |
| MRNA | MODERNA INC | $1.21万 | 0.00% | 173 | -352 | -67.0% | -$2.47万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.21万 | 0.00% | 155 | -808 | -83.9% | -$6.31万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $1.14万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.14万 | 0.00% | 76 | -175 | -69.7% | -$2.63万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.14万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $1.13万 | 0.00% | 753 | 753 | — | $1.13万 | 新建仓 |
| D | DOMINION ENERGY INC | $1.13万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $1.12万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.12万 | 0.00% | 22 | 8 | 57.1% | $4,074 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.12万 | 0.00% | 15 | -191 | -92.7% | -$14.25万 | 减仓 |
| KB | KB FINL GROUP INC | $1.11万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.11万 | 0.00% | 38 | -81 | -68.1% | -$2.37万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $1.10万 | 0.00% | 50 | 50 | — | $1.10万 | 新建仓 |
| CI | THE CIGNA GROUP | $1.10万 | 0.00% | 40 | -70 | -63.6% | -$1.93万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1.09万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1.09万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.08万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $1.06万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.06万 | 0.00% | 387 | -375 | -49.2% | -$1.03万 | 减仓 |
| ICLN | ISHARES TR | $1.06万 | 0.00% | 515 | -515 | -50.0% | -$1.06万 | 减仓 |
| FNLC | FIRST BANCORP INC ME | $1.04万 | 0.00% | 300 | -2,375 | -88.8% | -$8.27万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1.04万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1.03万 | 0.00% | 260 | -200 | -43.5% | -$7,950 | 减仓 |
| IEI | ISHARES TR | $1.03万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1.03万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $1.00万 | 0.00% | 675 | -6,700 | -90.8% | -$9.97万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $9,961 | 0.00% | 719 | 119 | 19.8% | $1,649 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $9,943 | 0.00% | 245 | -19,396 | -98.8% | -$78.72万 | 减仓 |
| XPH | SPDR SERIES TRUST | $9,941 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $9,938 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $9,876 | 0.00% | 345 | 1 | 0.3% | $29 | 加仓 |
| SMH | VANECK ETF TRUST | $9,837 | 0.00% | 15 | 1 | 7.1% | $656 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $9,803 | 0.00% | 277 | 277 | — | $9,803 | 新建仓 |
| DLN | WISDOMTREE TR | $9,632 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $9,615 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $9,514 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $9,508 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $9,495 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $9,470 | 0.00% | 1,000 | -2,000 | -66.7% | -$1.89万 | 减仓 |
| AMAT | APPLIED MATLS INC | $9,399 | 0.00% | 13 | 1 | 8.3% | $723 | 加仓 |
| FNV | FRANCO NEV CORP | $9,380 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $9,340 | 0.00% | 500 | 500 | — | $9,340 | 新建仓 |
| WCC | WESCO INTL INC | $9,327 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $9,315 | 0.00% | 125 | -21 | -14.4% | -$1,565 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $9,306 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $9,300 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $9,278 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $9,222 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $9,183 | 0.00% | 20 | -15 | -42.9% | -$6,887 | 减仓 |
| — | AUREUS GREENWAY HLDGS INC | $9,129 | 0.00% | 2,288 | 838 | 57.8% | $3,344 | 加仓 |
| VTRS | VIATRIS INC | $9,128 | 0.00% | 575 | -23 | -3.8% | -$365 | 减仓 |
| CMRE | COSTAMARE INC | $9,113 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SERIES TRUST | $9,073 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $9,067 | 0.00% | 233 | -2 | -0.9% | -$78 | 减仓 |
| CLH | CLEAN HARBORS INC | $8,963 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $8,880 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $8,866 | 0.00% | 43 | 43 | — | $8,866 | 新建仓 |
| RL | RALPH LAUREN CORP | $8,831 | 0.00% | 22 | 22 | — | $8,831 | 新建仓 |
| ADBE | ADOBE INC | $8,815 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $8,802 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $8,795 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP CDA | $8,785 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $8,766 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $8,696 | 0.00% | 272 | -1,463 | -84.3% | -$4.68万 | 减仓 |
| HAL | HALLIBURTON CO | $8,588 | 0.00% | 253 | 3 | 1.2% | $102 | 加仓 |
| MTG | MGIC INVT CORP WIS | $8,460 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $8,413 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $8,352 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $8,326 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $8,292 | 0.00% | 202 | 2 | 1.0% | $82 | 加仓 |
| IGIB | ISHARES TR | $8,241 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $8,240 | 0.00% | 1,000 | 1,000 | — | $8,240 | 新建仓 |
| TOST | TOAST INC | $8,178 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $8,049 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $8,028 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $7,974 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $7,949 | 0.00% | 280 | -1,500 | -84.3% | -$4.26万 | 减仓 |
| XYZ | BLOCK INC | $7,904 | 0.00% | 104 | 1 | 1.0% | $76 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $7,756 | 0.00% | 102 | 4 | 4.1% | $304 | 加仓 |
| WY | WEYERHAEUSER CO | $7,661 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $7,605 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $7,510 | 0.00% | 53 | -814 | -93.9% | -$11.53万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $7,453 | 0.00% | 63 | 1 | 1.6% | $118 | 加仓 |
| AVNT | AVIENT CORPORATION | $7,392 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $7,380 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $7,373 | 0.00% | 22 | 7 | 46.7% | $2,346 | 加仓 |
| PCG | PG&E CORP | $7,350 | 0.00% | 437 | 5 | 1.2% | $84 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $7,274 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $7,239 | 0.00% | 867 | 867 | — | $7,239 | 新建仓 |