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 |
|---|---|---|---|---|---|---|---|---|
| — | FRANKLIN TEMPLETON ETF TR | $7,820 | 0.00% | 250 | 250 | — | $7,820 | 新建仓 |
| WY | WEYERHAEUSER CO | $7,818 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $7,807 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $7,794 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $7,778 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $7,715 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $7,662 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $7,646 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $7,608 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $7,590 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $7,388 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $7,344 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $7,303 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $7,260 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $7,239 | 0.00% | 64 | -6 | -8.6% | -$679 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $7,232 | 0.00% | 420 | -425 | -50.3% | -$7,318 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $7,052 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $7,036 | 0.00% | 615 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $7,008 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $6,975 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $6,975 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6,931 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $6,908 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $6,882 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $6,790 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $6,750 | 0.00% | 500 | 500 | — | $6,750 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $6,666 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP CDA | $6,641 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| PFLD | ETF SER SOLUTIONS | $6,640 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $6,625 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $6,544 | 0.00% | 15 | 15 | — | $6,544 | 新建仓 |
| BAX | BAXTER INTL INC | $6,518 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $6,498 | 0.00% | 232 | -8 | -3.3% | -$224 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $6,255 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC | $6,224 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $6,212 | 0.00% | 207 | -148 | -41.7% | -$4,441 | 减仓 |
| XYZ | BLOCK INC | $6,199 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $6,157 | 0.00% | 58 | 41 | 241.2% | $4,352 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $6,077 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $6,000 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $5,906 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $5,852 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $5,835 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $5,821 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5,820 | 0.00% | 500 | -902 | -64.3% | -$1.05万 | 减仓 |
| — | EASTERN CO | $5,748 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $5,743 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | EPR PPTYS | $5,730 | 0.00% | 253 | 3 | 1.2% | $68 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $5,686 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $5,679 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $5,622 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES TR | $5,618 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $5,560 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $5,534 | 0.00% | 75 | 75 | — | $5,534 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $5,478 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $5,457 | 0.00% | 263 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $5,418 | 0.00% | 40 | -4 | -9.1% | -$542 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $5,383 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $5,368 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $5,309 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $5,288 | 0.00% | 131 | -2,289 | -94.6% | -$9.24万 | 减仓 |
| DOCS | DOXIMITY INC | $5,242 | 0.00% | 225 | -174 | -43.6% | -$4,054 | 减仓 |
| GLPI | GAMING & LEISURE P | $5,191 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $5,179 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $5,119 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC | $5,100 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $5,063 | 0.00% | 17 | 17 | — | $5,063 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $5,059 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $5,029 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4,978 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $4,954 | 0.00% | 245 | 245 | — | $4,954 | 新建仓 |
| MUSA | MURPHY USA INC | $4,940 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | AUREUS GREENWAY HLDGS INC | $4,916 | 0.00% | 1,450 | 1,450 | — | $4,916 | 新建仓 |
| EQIX | EQUINIX INC | $4,901 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $4,900 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4,857 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $4,856 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $4,821 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $4,802 | 0.00% | 550 | 550 | — | $4,802 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $4,792 | 0.00% | 36 | -255 | -87.6% | -$3.39万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $4,784 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG | $4,760 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $4,734 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $4,694 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $4,678 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $4,670 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $4,653 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $4,647 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $4,590 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $4,556 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,540 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $4,524 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $4,508 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $4,491 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $4,485 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $4,475 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4,402 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $4,402 | 0.00% | 40 | 40 | — | $4,402 | 新建仓 |
| IWO | ISHARES TR | $4,393 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES TR | $4,388 | 0.00% | 40 | 0 | 0.0% | — | 不变 |