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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 95
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$1.7M
275,692
+14%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
35,518
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
240,744
+14%
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
FDVV
FIDELITY COVINGTON TRUST
+$1.0M
38,611
+82%
增持
AAPL
APPLE INC
+$803.5K
15,680
+2%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$723.1K
82,970
+21%
增持
VTI
VANGUARD INDEX FDS
+$710.0K
25,468
+1%
增持
SPTM
SPDR SERIES TRUST
+$621.2K
52,897
+9%
增持
IVV
ISHARES TR
+$586.0K
7,302
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$519.5K
54,168
-27%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$492.9K
17,571
+62%
增持
DFVX
DIMENSIONAL ETF TRUST
+$479.0K
39,021
+15%
增持
SCHG
SCHWAB STRATEGIC TR
+$471.2K
68,103
+16%
增持
SCHB
SCHWAB STRATEGIC TR
+$439.7K
103,986
+11%
减持
ARKK
ARK ETF TR
+$435.7K
41,613
-9%
增持
VFQY
VANGUARD WELLINGTON FD
+$419.1K
24,617
+9%
建仓
INDB
INDEPENDENT BK CORP MASS
+$396.6K
5,733
增持
GOOGL
ALPHABET INC
+$392.5K
5,433
+3%
清仓
—
ENTERPRISE BANCORP INC MASS
-$378.8K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$358.6K
50,308
+14%
增持
GOOG
ALPHABET INC
+$357.0K
4,782
+5%
增持
VV
VANGUARD INDEX FDS
+$345.7K
13,790
+1%
增持
VUG
VANGUARD INDEX FDS
+$312.4K
5,529
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$308.1K
57,332
+11%
增持
DFIV
DIMENSIONAL ETF TRUST
+$297.4K
34,065
+15%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$279.2K
36,445
+17%
增持
MSFT
MICROSOFT CORP
+$277.5K
7,663
+2%
增持
VOO
VANGUARD INDEX FDS
+$264.5K
4,965
+2%
增持
AVGO
BROADCOM INC
+$263.9K
4,119
+0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$249.0K
11,899
+11%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$248.1K
10,895
+95%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$237.9K
19,813
+43%
增持
IMTM
ISHARES TR
+$227.4K
20,699
+23%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$218.9K
41,531
-10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$214.1K
103,164
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$210.9K
54,945
+10%
增持
AOR
ISHARES TR
+$209.6K
7,617
+67%
减持
CARR
CARRIER GLOBAL CORPORATION
-$203.5K
12,835
-2%
增持
JMBS
JANUS DETROIT STR TR
+$202.9K
19,501
+27%
增持
JNJ
JOHNSON & JOHNSON
+$201.0K
6,506
+0%
增持
VXUS
VANGUARD STAR FDS
+$184.0K
29,536
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$181.6K
31,904
+9%
减持
ORCL
ORACLE CORP
+$179.3K
2,891
-0%
增持
TSLA
TESLA INC
+$179.2K
1,165
+4%
增持
VNQ
VANGUARD INDEX FDS
+$167.9K
14,778
+12%
增持
VO
VANGUARD INDEX FDS
+$166.0K
6,467
+5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$164.8K
18,908
+11%
增持
SPDW
SPDR INDEX SHS FDS
+$162.8K
21,972
+14%
减持
ARKW
ARK ETF TR
+$159.7K
6,825
-3%
减持
SPYM
SPDR SERIES TRUST
+$153.4K
27,909
-0%
增持
SCHE
SCHWAB STRATEGIC TR
+$147.2K
12,902
+38%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$145.3K
18,014
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$143.5K
2,787
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$142.7K
6,464
-3%
增持
FSK
FS KKR CAP CORP
-$136.2K
26,125
+4%
增持
ANET
ARISTA NETWORKS INC
+$134.3K
2,636
+6%
增持
IXUS
ISHARES TR
+$133.6K
4,612
+44%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$129.3K
5,421
+7%
减持
QQQ
INVESCO QQQ TR
-$129.0K
183
-58%
增持
FRDM
EA SERIES TRUST
+$126.0K
11,540
+21%
增持
SDSI
AMERICAN CENTY ETF TR
+$125.0K
15,280
+18%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$124.8K
45,767
+2%
减持
COST
COSTCO WHSL CORP NEW
-$121.8K
739
-9%
减持
ABBV
ABBVIE INC
+$114.9K
2,710
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$114.8K
9,135
-4%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$114.3K
117,684
+6%
减持
KO
COCA COLA CO
-$113.4K
11,205
-7%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$113.4K
20,435
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$110.5K
14,579
+1%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$109.1K
51,835
+2%
减持
IYH
ISHARES TR
-$108.9K
5,083
-29%
增持
CSX
CSX CORP
+$101.9K
45,284
+1%
增持
AMZN
AMAZON COM INC
+$100.1K
30,715
+2%
增持
GLD
SPDR GOLD TR
+$98.3K
1,861
+1%
减持
VTV
VANGUARD INDEX FDS
+$96.7K
13,269
-1%
增持
VB
VANGUARD INDEX FDS
+$88.6K
4,844
+1%
减持
CMCSA
COMCAST CORP NEW
-$87.3K
12,569
-6%
增持
QYLD
GLOBAL X FDS
+$83.2K
13,395
+55%
增持
TOTL
SSGA ACTIVE ETF TR
+$82.2K
49,740
+3%
增持
FNDA
SCHWAB STRATEGIC TR
+$81.3K
19,778
+8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$80.4K
2,070
-9%
减持
BIL
SPDR SERIES TRUST
-$78.6K
7,015
-11%
增持
DFAR
DIMENSIONAL ETF TRUST
+$77.6K
9,119
+54%
增持
VBR
VANGUARD INDEX FDS
+$76.9K
3,310
+7%
增持
INTC
INTEL CORP
+$74.4K
6,748
+1%
减持
TLT
ISHARES TR
-$74.4K
1,520
-36%
减持
CAT
CATERPILLAR INC
+$74.1K
865
-0%
减持
ARKQ
ARK ETF TR
+$74.1K
3,639
-4%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$72.1K
3,970
-9%
减持
AMD
ADVANCED MICRO DEVICES INC
-$71.7K
784
-46%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$69.5K
18,209
-2%
增持
BX
BLACKSTONE INC
+$69.0K
3,268
+0%
增持
LVHI
LEGG MASON ETF INVT
+$64.5K
19,766
+4%
增持
PYLD
PIMCO ETF TR
+$63.6K
23,955
+9%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$62.5K
5,850
+105%
减持
FNDF
SCHWAB STRATEGIC TR
+$61.7K
37,021
-3%
增持
OTIS
OTIS WORLDWIDE CORP
-$60.9K
6,902
+0%
减持
IRT
INDEPENDENCE RLTY TR INC
-$59.7K
10,488
-20%
减持
T
AT&T INC
-$59.4K
36,923
-3%
增持
ZS
ZSCALER INC
+$58.9K
1,020
+28%
减持
DFAU
DIMENSIONAL ETF TRUST
+$57.3K
20,290
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$53.4K
2,271
+0%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$53.3K
9,317
+0%
建仓
IAG
IAMGOLD CORP
+$51.7K
4,000
减持
SPAB
SPDR SERIES TRUST
-$51.0K
22,894
-9%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$50.5K
163
增持
BIDU
BAIDU INC
+$50.0K
994
+5%
减持
HD
HOME DEPOT INC
+$50.0K
2,216
-3%
减持
GE
GE AEROSPACE
+$50.0K
1,686
-8%
增持
PG
PROCTER AND GAMBLE CO
-$49.8K
6,837
+0%
减持
FNDX
SCHWAB STRATEGIC TR
+$49.7K
42,724
-1%
增持
VGT
VANGUARD WORLD FD
+$48.0K
371
+7%
减持
SPTL
SPDR SERIES TRUST
-$47.6K
180
-91%
减持
TYL
TYLER TECHNOLOGIES INC
-$47.5K
259
-16%
增持
ET
ENERGY TRANSFER L P
+$47.4K
5,672
+102%
减持
XLI
SELECT SECTOR SPDR TR
-$47.1K
665
-34%
增持
FPE
FIRST TR EXCH TRADED FD III
+$47.0K
34,755
+5%
增持
JBBB
JANUS DETROIT STR TR
+$46.6K
15,869
+7%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$43.1K
5,416
+12%
减持
RTX
RTX CORPORATION
+$42.5K
2,131
-1%
增持
XLRE
SELECT SECTOR SPDR TR
+$42.0K
13,324
+7%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$41.5K
7,028
-13%
建仓
TTAN
SERVICETITAN INC
+$41.4K
411
减持
PM
PHILIP MORRIS INTL INC
-$41.2K
1,332
-8%
增持
WMT
WALMART INC
+$40.7K
8,295
+0%
减持
DFSV
DIMENSIONAL ETF TRUST
+$38.9K
29,761
-1%
减持
ARKG
ARK ETF TR
+$36.8K
14,448
-4%
增持
ROE
EA SERIES TRUST
+$36.7K
16,028
+0%
清仓
CART
MAPLEBEAR INC
-$36.3K
0
-100%
减持
COWZ
PACER FDS TR
+$36.1K
61,353
-2%
增持
C
CITIGROUP INC
+$35.9K
2,356
+0%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$35.9K
427
+493%
建仓
EQIN
COLUMBIA ETF TR I
+$33.8K
724
增持
CSCO
CISCO SYS INC
+$33.5K
11,533
+6%
减持
XLC
SELECT SECTOR SPDR TR
-$33.0K
568
-39%
减持
SPIB
SPDR SERIES TRUST
-$32.9K
6,969
-13%
减持
DFAT
DIMENSIONAL ETF TRUST
+$32.8K
14,389
-1%
减持
FTNT
FORTINET INC
-$32.6K
1,159
-6%
增持
CVX
CHEVRON CORP NEW
+$31.8K
2,255
+3%
增持
BAC
BANK AMERICA CORP
+$31.7K
8,314
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$31.6K
5,336
-16%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$31.3K
5,250
+0%
增持
DHI
D R HORTON INC
+$31.0K
750
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$30.8K
3,517
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$30.3K
553
+0%
增持
SCHV
SCHWAB STRATEGIC TR
+$30.2K
5,842
+17%
减持
FLOT
ISHARES TR
-$29.8K
2,459
-20%
增持
BP
BP PLC
+$28.9K
6,480
+0%
增持
ACHR
ARCHER AVIATION INC
+$28.5K
3,750
+400%
减持
IJR
ISHARES TR
-$28.4K
4,463
-11%
