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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
$169.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 115
减持 27
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$3.0M
190,834
+48%
增持
SCHX
SCHWAB STRATEGIC TR
+$849.9K
179,032
+33%
增持
NVDA
NVIDIA CORPORATION
-$777.5K
36,778
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$690.2K
26,605
+142%
增持
SPY
SPDR S&P 500 ETF TR
+$478.1K
3,044
+44%
增持
SDSI
AMERICAN CENTY ETF TR
+$468.8K
12,620
+411%
增持
DFIV
DIMENSIONAL ETF TRUST
+$456.1K
22,645
+85%
增持
XLRE
SELECT SECTOR SPDR TR
+$424.5K
12,728
+377%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$416.2K
703
-92%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$408.3K
26,313
+44%
增持
DFVX
DIMENSIONAL ETF TRUST
+$395.2K
29,088
+28%
增持
SPTM
SPDR SER TR
+$386.1K
38,748
+22%
增持
VTV
VANGUARD INDEX FDS
+$378.8K
14,846
+16%
增持
JBBB
JANUS DETROIT STR TR
+$347.3K
13,739
+109%
增持
VYM
VANGUARD WHITEHALL FDS
+$334.8K
13,650
+23%
增持
VXUS
VANGUARD STAR FDS
+$332.7K
28,397
+17%
增持
VUG
VANGUARD INDEX FDS
+$318.6K
4,204
+34%
增持
PYLD
PIMCO ETF TR
+$313.1K
21,255
+125%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$296.9K
25,944
+45%
增持
ARKK
ARK ETF TR
-$278.6K
50,383
+2%
增持
BINC
BLACKROCK ETF TRUST II
+$278.4K
35,699
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$276.7K
2,085
+31%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$270.8K
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$269.8K
122,005
+1%
增持
TOTL
SSGA ACTIVE ETF TR
+$269.7K
41,968
+16%
建仓
IMTM
ISHARES TR
+$266.2K
6,634
增持
JPM
JPMORGAN CHASE & CO.
+$254.8K
9,449
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$254.4K
94,394
+9%
减持
XLV
SELECT SECTOR SPDR TR
-$253.4K
6,290
-25%
增持
SCHB
SCHWAB STRATEGIC TR
+$252.2K
100,845
+19%
增持
—
EXXON MOBIL CORP
+$249.3K
14,444
+10%
增持
VV
VANGUARD INDEX FDS
+$243.1K
14,368
+8%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$231.1K
10,688
增持
SPYM
SPDR SER TR
+$230.2K
27,956
+18%
增持
WMT
WALMART INC
+$224.2K
8,583
+43%
增持
VO
VANGUARD INDEX FDS
+$223.4K
5,911
+18%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$221.5K
8,289
+43%
增持
IVV
ISHARES TR
+$218.6K
6,872
+11%
增持
VNQ
VANGUARD INDEX FDS
+$215.7K
11,705
+24%
增持
VFQY
VANGUARD WELLINGTON FD
+$214.1K
21,040
+14%
增持
AVGO
BROADCOM INC
-$209.7K
4,089
+1%
增持
MSFT
MICROSOFT CORP
-$196.1K
7,369
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$187.3K
43,059
+17%
增持
BRLN
BLACKROCK ETF TRUST II
+$187.3K
21,330
+22%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$185.3K
3,210
+4180%
增持
FNDF
SCHWAB STRATEGIC TR
+$177.1K
42,751
+4%
增持
MOAT
VANECK ETF TRUST
+$176.1K
4,483
+90%
增持
T
AT&T INC
+$173.6K
37,464
+3%
增持
FRDM
EA SERIES TRUST
+$159.1K
9,482
+77%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$158.4K
5,307
+19%
增持
XLK
SELECT SECTOR SPDR TR
+$157.1K
6,951
+23%
增持
ABBV
ABBVIE INC
+$153.7K
2,805
+23%
增持
FLOT
ISHARES TR
+$152.7K
3,057
+5263%
减持
COWZ
PACER FDS TR
-$152.4K
65,322
-2%
增持
SPTI
SPDR SER TR
+$145.8K
16,755
+43%
增持
SRLN
SSGA ACTIVE ETF TR
+$142.7K
15,865
+30%
增持
KO
COCA COLA CO
+$142.2K
11,721
+12%
增持
ROE
EA SERIES TRUST
+$137.0K
12,683
+62%
增持
VNLA
JANUS DETROIT STR TR
+$133.0K
42,345
+7%
建仓
JPUS
J P MORGAN EXCHANGE TRADED F
+$126.8K
1,100
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$123.9K
12,871
+18%
增持
CAT
CATERPILLAR INC
+$123.6K
866
+88%
增持
ITA
ISHARES TR
+$117.2K
1,845
+60%
增持
PPL
PPL CORP
+$110.8K
3,923
+362%
增持
XLE
SELECT SECTOR SPDR TR
+$110.7K
4,515
+23%
增持
IYH
ISHARES TR
+$110.0K
8,348
+26%
建仓
CPLS
AB ACTIVE ETFS INC
+$101.8K
2,883
建仓
FLDR
FIDELITY MERRIMACK STR TR
+$100.3K
2,000
增持
OTIS
OTIS WORLDWIDE CORP
+$98.4K
6,945
+5%
增持
AAPL
APPLE INC
-$96.4K
15,301
+5%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$95.6K
10,089
+38%
增持
TSLA
TESLA INC
-$92.9K
1,098
+13%
增持
CVS
CVS HEALTH CORP
+$92.3K
2,742
+39%
减持
DFSV
DIMENSIONAL ETF TRUST
-$89.9K
29,250
-2%
减持
GOOGL
ALPHABET INC
-$89.8K
6,085
-0%
增持
GLD
SPDR GOLD TR
+$88.6K
1,526
+10%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$88.6K
4,177
+37%
增持
PEP
PEPSICO INC
+$88.3K
2,335
+36%
减持
JMBS
JANUS DETROIT STR TR
-$87.2K
15,157
-13%
增持
GE
GE AEROSPACE
+$86.3K
1,830
+11%
增持
SPAB
SPDR SER TR
+$86.0K
25,194
+14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.6K
3,259
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$85.2K
13,547
-4%
减持
BND
VANGUARD BD INDEX FDS
-$84.2K
13,086
-9%
增持
COST
COSTCO WHSL CORP NEW
+$81.8K
856
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$81.7K
16,429
+5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$79.1K
15,263
-2%
减持
SOUN
SOUNDHOUND AI INC
-$78.8K
6,833
-3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$77.7K
54,116
-5%
增持
XLI
SELECT SECTOR SPDR TR
+$76.8K
1,418
+69%
增持
SCHM
SCHWAB STRATEGIC TR
+$76.4K
47,153
+12%
增持
SCHG
SCHWAB STRATEGIC TR
+$75.7K
60,552
+16%
减持
DIS
DISNEY WALT CO
-$75.6K
1,413
-29%
增持
JNJ
JOHNSON & JOHNSON
+$75.0K
6,169
+5%
增持
PG
PROCTER AND GAMBLE CO
+$74.7K
5,136
+8%
增持
SCHW
SCHWAB CHARLES CORP
+$74.4K
2,180
+73%
增持
META
META PLATFORMS INC
+$72.9K
694
+22%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$71.9K
2,458
+68%
增持
SPDW
SPDR INDEX SHS FDS
+$70.3K
16,384
+10%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$70.2K
13,045
+11%
增持
CSCO
CISCO SYS INC
+$68.8K
11,016
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$67.6K
7,846
+17%
增持
BIL
SPDR SER TR
+$66.2K
7,921
+37%
增持
FNDA
SCHWAB STRATEGIC TR
+$65.8K
15,295
+28%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$64.0K
6,323
+32%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$63.8K
2,411
+31%
增持
GOOG
ALPHABET INC
-$63.7K
4,630
+4%
增持
CLS
CELESTICA INC
+$61.0K
846
+1028%
减持
LVHI
LEGG MASON ETF INVT
-$60.1K
17,987
-15%
减持
VOT
VANGUARD INDEX FDS
-$59.7K
1,978
-8%
增持
SPIB
SPDR SER TR
+$59.3K
10,294
+20%
增持
ANET
ARISTA NETWORKS INC
+$59.1K
2,081
+70%
增持
GIS
GENERAL MLS INC
+$58.8K
1,500
+200%
减持
IJR
ISHARES TR
-$58.7K
5,236
-1%
增持
CVX
CHEVRON CORP NEW
+$57.0K
2,304
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$54.8K
2,655
+71%
增持
TYL
TYLER TECHNOLOGIES INC
+$54.6K
308
+56%
增持
SCHF
SCHWAB STRATEGIC TR
+$54.0K
9,149
+33%
增持
PECO
PHILLIPS EDISON & CO INC
+$53.9K
7,377
+25%
增持
VZ
VERIZON COMMUNICATIONS INC
+$53.2K
11,071
+4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$52.4K
51,450
-3%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$50.9K
6,182
-5%
增持
—
CHUBB LIMITED
+$50.6K
760
+18%
减持
ARKW
ARK ETF TR
-$50.3K
8,338
-1%
增持
MCD
MCDONALDS CORP
+$49.6K
755
+19%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$48.9K
42,257
+9%
增持
QQQI
NEOS ETF TRUST
+$48.7K
3,284
+59%
增持
VBR
VANGUARD INDEX FDS
+$48.2K
2,879
+16%
清仓
DDOG
DATADOG INC
-$47.7K
0
-100%
建仓
MAGS
LISTED FD TR
+$46.7K
1,000
减持
TECH
BIO-TECHNE CORP
-$46.2K
1,200
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$45.8K
854
+1%
减持
SPHB
INVESCO EXCH TRADED FD TR II
-$45.6K
1,184
-24%
减持
EMB
ISHARES TR
-$45.2K
639
-45%
增持
TD
TORONTO DOMINION BK ONT
+$45.2K
2,369
+39%
增持
BX
BLACKSTONE INC
+$44.5K
3,238
+12%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$44.2K
5,212
+32%
减持
LOW
LOWES COS INC
-$44.0K
1,177
-10%
增持
—
TRANE TECHNOLOGIES PLC
+$43.4K
160
+385%
增持
MRK
MERCK & CO INC
-$42.1K
4,032
+1%
增持
MGC
VANGUARD WORLD FD
+$42.0K
1,955
+14%
增持
UBER
UBER TECHNOLOGIES INC
+$41.8K
1,615
+33%
增持
AMGN
AMGEN INC
+$41.8K
1,115
+3%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$41.7K
1,405
+181%
减持
CI
THE CIGNA GROUP
-$41.6K
217
-45%
增持
BAC
BANK AMERICA CORP
+$40.6K
7,826
+21%
减持
VOE
VANGUARD INDEX FDS
-$39.9K
3,219
-7%
增持
DE
DEERE & CO
+$39.5K
282
+25%
减持
ARKQ
ARK ETF TR
-$39.5K
3,642
-8%
减持
SCYB
SCHWAB STRATEGIC TR
-$38.8K
4,165
-26%
