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Medallion Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Medallion Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0002131139

持仓数

1,121

前50大市值合计

$169.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$17.0M

337,876

10.0%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$8.5M

26,591

5.0%

NVDA NVIDIA CORPORATION

COM

$8.2M

47,045

4.8%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$8.1M

316,014

4.8%

AMZN AMAZON COM INC

COM

$6.3M

30,316

3.7%

IVV ISHARES TR

CORE S&P500 ETF

$5.3M

8,139

3.1%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$4.7M

15,770

2.8%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$4.7M

59,565

2.8%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$4.4M

93,271

2.6%

AAPL APPLE INC

COM

$4.4M

17,281

2.6%

VFQY VANGUARD WELLINGTON FD

US QUALITY

$4.1M

27,474

2.4%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$3.8M

73,667

2.3%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$3.8M

97,614

2.2%

COWZ PACER FDS TR

US CASH COWS 100

$3.8M

60,006

2.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.6M

5,963

2.1%

DFVX DIMENSIONAL ETF TRUST

US LARGE CAP VEC

$3.5M

46,756

2.0%

MSFT MICROSOFT CORP

COM

$3.5M

9,376

2.0%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$3.3M

60,219

2.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$3.2M

122,753

1.9%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$3.0M

120,960

1.8%

AME AMETEK INC

COM

$3.0M

13,889

1.8%

JPM JPMORGAN CHASE & CO

COM

$2.8M

9,491

1.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.5M

12,831

1.5%

ARKK ARK ETF TR

INNOVATION ETF

$2.5M

37,226

1.5%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$2.5M

53,486

1.5%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$2.5M

32,502

1.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$2.5M

5,646

1.5%

— EXXON MOBIL CORP

COM

$2.5M

14,513

1.5%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$2.3M

80,524

1.4%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$2.2M

48,410

1.3%

TOTL SSGA ACTIVE ETF TR

STATE STREET DOU

$2.2M

54,854

1.3%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$2.1M

53,638

1.2%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$2.1M

62,424

1.2%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.1M

14,068

1.2%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$2.0M

38,203

1.2%

JNJ JOHNSON & JOHNSON

COM

$2.0M

8,014

1.2%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.9M

24,960

1.1%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.9M

14,246

1.1%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$1.9M

27,621

1.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.9M

6,543

1.1%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$1.9M

38,289

1.1%

CSX CSX CORP

COM

$1.8M

45,000

1.1%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$1.8M

43,061

1.1%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$1.8M

58,263

1.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.7M

2,582

1.0%

UNP UNION PAC CORP

COM

$1.6M

6,799

1.0%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$1.6M

33,340

1.0%

BF/B BROWN FORMAN CORP

CL B

$1.6M

60,329

0.9%

GOOGL ALPHABET INC

CAP STK CL A

$1.6M

5,500

0.9%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$1.5M

13,711

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

JAAA10.0%VTI5.0%NVDA4.8%SCHX4.8%AMZN3.7%IVV3.1%