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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 78
减持 49
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
242,492
+27%
增持
AME
AMETEK INC
+$2.5M
13,889
+3470%
增持
UNP
UNION PAC CORP
+$1.5M
6,799
+2485%
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。
建仓
CSX
CSX CORP
+$1.5M
45,000
减持
NVDA
NVIDIA CORPORATION
+$1.4M
35,384
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
211,644
+18%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
15,063
+23810%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.2M
4,744
+4741%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$1.1M
21,236
建仓
GWW
GRAINGER W W INC
+$1.1M
1,000
增持
SPTM
SPDR SERIES TRUST
+$1.0M
48,645
+26%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$972.0K
45,966
+73%
增持
MSFT
MICROSOFT CORP
+$885.2K
7,487
+2%
增持
WAB
WABTEC
+$841.3K
4,144
+2778%
减持
AMZN
AMAZON COM INC
+$789.4K
30,203
-1%
增持
VUG
VANGUARD INDEX FDS
+$770.9K
5,382
+28%
增持
VTI
VANGUARD INDEX FDS
+$770.2K
25,164
+1%
减持
ARKK
ARK ETF TR
+$750.0K
45,544
-10%
增持
TXN
TEXAS INSTRS INC
+$696.5K
3,941
+428%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$679.7K
68,762
+27%
建仓
SSD
SIMPSON MFG INC
+$640.6K
4,000
减持
SCHD
SCHWAB STRATEGIC TR
-$632.6K
73,891
-22%
减持
VOO
VANGUARD INDEX FDS
-$599.7K
4,889
-25%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$508.2K
10,840
+238%
增持
IMTM
ISHARES TR
+$497.5K
16,850
+154%
增持
DFVX
DIMENSIONAL ETF TRUST
+$485.7K
34,017
+17%
增持
VFQY
VANGUARD WELLINGTON FD
+$469.2K
22,634
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$460.8K
9,530
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$455.4K
44,094
+24%
增持
IVV
ISHARES TR
+$427.5K
6,928
+1%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$419.1K
10,759
+30%
增持
AVGO
BROADCOM INC
+$406.6K
4,111
+1%
建仓
NSC
NORFOLK SOUTHN CORP
+$393.6K
1,500
增持
DFIV
DIMENSIONAL ETF TRUST
+$381.7K
29,704
+31%
增持
DFAE
DIMENSIONAL ETF TRUST
+$378.4K
51,675
+20%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$364.8K
857
增持
UNH
UNITEDHEALTH GROUP INC
-$359.9K
2,263
+9%
增持
HSY
HERSHEY CO
+$351.7K
2,008
+25000%
减持
DFAI
DIMENSIONAL ETF TRUST
-$279.2K
102,393
-16%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$269.1K
13,860
+102%
建仓
PBI
PITNEY BOWES INC
+$254.7K
22,700
增持
TOTL
SSGA ACTIVE ETF TR
+$249.3K
48,491
+16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$242.2K
31,101
+18%
减持
XLK
SELECT SECTOR SPDR TR
+$235.5K
6,685
-4%
减持
ARKW
ARK ETF TR
+$234.5K
7,048
-15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$232.3K
29,283
+13%
增持
MKC
MCCORMICK & CO INC
+$231.3K
3,045
+6667%
减持
VNLA
JANUS DETROIT STR TR
-$229.9K
37,630
-11%
增持
PG
PROCTER AND GAMBLE CO
+$224.4K
6,836
+33%
增持
AAPL
APPLE INC
-$220.5K
15,411
+1%
增持
VXUS
VANGUARD STAR FDS
+$217.7K
28,733
+1%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$213.8K
1,500
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$207.8K
3,512
+8%
减持
ORCL
ORACLE CORP
+$206.2K
2,895
-4%
增持
VO
VANGUARD INDEX FDS
+$203.1K
6,180
+5%
增持
GIS
GENERAL MLS INC
+$202.6K
5,500
+267%
减持
VV
VANGUARD INDEX FDS
+$202.3K
13,672
-5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$193.1K
5,585
+298%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$191.8K
44,992
+6%
增持
SPYM
SPDR SERIES TRUST
+$190.0K
27,980
+0%
增持
IXUS
ISHARES TR
+$188.4K
3,196
+280%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$187.7K
2,500
增持
VYM
VANGUARD WHITEHALL FDS
+$186.7K
14,479
+6%
增持
META
META PLATFORMS INC
+$184.8K
815
+17%
减持
VTV
VANGUARD INDEX FDS
-$182.8K
13,383
-10%
增持
SPDW
SPDR INDEX SHS FDS
+$179.9K
19,214
+17%
增持
SCHM
SCHWAB STRATEGIC TR
+$177.1K
50,117
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$173.6K
58,847
-3%
减持
—
EXXON MOBIL CORP
-$167.9K
14,267
-1%
增持
GLW
CORNING INC
+$159.4K
3,230
+1304%
增持
—
KELLANOVA
+$159.2K
2,200
+1000%
建仓
HRL
HORMEL FOODS CORP
+$153.5K
5,000
建仓
IRDM
IRIDIUM COMMUNICATIONS INC
+$152.9K
5,000
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$149.7K
17,021
+10%
建仓
HSIC
HENRY SCHEIN INC
+$149.0K
2,000
增持
ROE
EA SERIES TRUST
+$145.1K
16,025
+26%
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$145.0K
16,168
增持
DFAR
DIMENSIONAL ETF TRUST
+$134.1K
5,928
+2360%
建仓
HRB
BLOCK H & R INC
+$133.9K
2,400
增持
DFIC
DIMENSIONAL ETF TRUST
+$130.8K
5,027
+451%
增持
GLD
SPDR GOLD TR
+$124.3K
1,834
+20%
增持
VNQ
VANGUARD INDEX FDS
+$122.9K
13,190
+13%
增持
SCHH
SCHWAB STRATEGIC TR
+$117.2K
21,990
+35%
增持
FNDA
SCHWAB STRATEGIC TR
+$114.6K
18,326
+20%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$114.6K
3,029
+194%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$113.8K
8,055
-24%
减持
SPTI
SPDR SERIES TRUST
-$113.4K
12,755
-24%
增持
APD
AIR PRODS & CHEMS INC
+$112.6K
527
+315%
减持
CARR
CARRIER GLOBAL CORPORATION
+$109.4K
13,089
-3%
清仓
VTR
VENTAS INC
-$107.4K
0
-100%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$105.1K
450
-82%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$96.7K
16,395
-0%
减持
UI
UBIQUITI INC
-$96.7K
1,220
-36%
减持
PFFD
GLOBAL X FDS
-$95.7K
22,830
-17%
增持
COF
CAPITAL ONE FINL CORP
+$93.9K
1,571
+15%
减持
MOAT
VANECK ETF TRUST
-$93.9K
3,139
-30%
减持
IYH
ISHARES TR
-$93.9K
7,138
-14%
建仓
CBT
CABOT CORP
+$93.5K
1,200
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$93.1K
2,271
-6%
减持
ARKF
ARK ETF TR
+$90.6K
8,259
-13%
增持
ARKQ
ARK ETF TR
+$90.1K
3,773
+4%
增持
ANET
ARISTA NETWORKS INC
+$87.5K
2,487
+20%
减持
GE
GE AEROSPACE
+$86.0K
1,825
-0%
建仓
VCRB
VANGUARD MALVERN FDS
+$85.2K
1,102
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$84.9K
19,918
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$84.2K
30,100
+3%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$83.4K
6,828
+8%
减持
COWZ
PACER FDS TR
-$79.5K
62,494
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$78.1K
4,053
-10%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$77.9K
3,700
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$77.3K
5,859
-22%
减持
GOOG
ALPHABET INC
+$76.5K
4,561
-1%
增持
VBR
VANGUARD INDEX FDS
+$76.4K
3,097
+8%
减持
CSCO
CISCO SYS INC
+$75.0K
10,931
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$73.1K
6,061
-4%
增持
BAC
BANK AMERICA CORP
+$72.4K
8,257
+6%
减持
SPIB
SPDR SERIES TRUST
-$72.3K
8,045
-22%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$71.7K
1,295
+36%
减持
VB
VANGUARD INDEX FDS
+$70.7K
4,800
-1%
减持
CVX
CHEVRON CORP NEW
-$69.3K
2,194
-5%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$68.3K
4,169
+178%
减持
ABBV
ABBVIE INC
-$68.1K
2,713
-3%
建仓
LW
LAMB WESTON HLDGS INC
+$68.1K
1,300
减持
ITA
ISHARES TR
-$64.4K
1,189
-36%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$61.7K
10,658
-11%
减持
VOT
VANGUARD INDEX FDS
+$61.5K
1,937
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$61.3K
563
-4%
减持
DGRO
ISHARES TR
-$60.3K
407
-71%
增持
MPC
MARATHON PETE CORP
+$60.2K
852
+48%
增持
AMD
ADVANCED MICRO DEVICES INC
+$58.9K
1,459
+7%
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$58.9K
2,850
增持
AVUV
AMERICAN CENTY ETF TR
+$58.6K
640
+6300%
增持
F
FORD MTR CO
+$54.6K
35,968
+1%
减持
SCHB
SCHWAB STRATEGIC TR
+$54.5K
93,776
-7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$54.1K
4,844
+19%
增持
IQLT
ISHARES TR
+$53.6K
5,634
+18%
减持
WMT
WALMART INC
+$53.2K
8,294
-3%
增持
SCHK
SCHWAB STRATEGIC TR
+$52.4K
4,525
+48%
建仓
ING
ING GROEP N.V.
+$52.0K
2,365
减持
XLF
SELECT SECTOR SPDR TR
-$51.1K
6,443
-18%
建仓
AVSC
AMERICAN CENTY ETF TR
+$51.0K
967
增持
JBBB
JANUS DETROIT STR TR
+$50.5K
14,899
+8%
增持
FRDM
EA SERIES TRUST
+$50.3K
9,553
+1%
建仓
ET
ENERGY TRANSFER L P
+$49.9K
2,802
增持
AXP
AMERICAN EXPRESS CO
+$47.6K
798
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$47.2K
18,492
-4%
减持
FPE
FIRST TR EXCH TRADED FD III
-$45.6K
32,975
-8%
减持
BA
BOEING CO
+$45.5K
1,486
-5%
增持
TSLA
TESLA INC
+$44.3K
1,125
+2%
减持
LFUS
LITTELFUSE INC
-$43.4K
17
-93%
