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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 77
减持 59
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.6M
47,045
+32%
增持
PYLD
PIMCO ETF TR
+$1.4M
122,753
+77%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.2M
7,565
-75%
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
JPIE
J P MORGAN EXCHANGE TRADED F
+$974.6K
48,410
+78%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$953.7K
21,552
-47%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$786.0K
10,946
增持
JAAA
JANUS DETROIT STR TR
+$744.6K
337,876
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$722.8K
17,046
-62%
减持
—
EXXON MOBIL CORP
+$715.3K
14,513
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$711.5K
316,014
+15%
增持
AVDE
AMERICAN CENTY ETF TR
+$596.2K
7,088
+11332%
增持
AMZN
AMAZON COM INC
-$587.6K
30,316
+1%
增持
MSFT
MICROSOFT CORP
-$579.9K
9,376
+12%
减持
XLV
SELECT SECTOR SPDR TR
-$561.4K
2,829
-55%
增持
FDVV
FIDELITY COVINGTON TRUST
+$542.7K
60,219
+23%
增持
JBBB
JANUS DETROIT STR TR
+$522.3K
27,747
+72%
增持
JSI
JANUS DETROIT STR TR
+$515.8K
13,035
+335%
增持
JNJ
JOHNSON & JOHNSON
+$514.4K
8,014
+15%
增持
BINC
BLACKROCK ETF TRUST II
+$498.4K
73,667
+17%
减持
ARKK
ARK ETF TR
-$484.5K
37,226
-5%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$467.5K
42,550
+113%
增持
DFVX
DIMENSIONAL ETF TRUST
+$428.8K
46,756
+14%
减持
VTI
VANGUARD INDEX FDS
-$418.9K
26,591
-0%
增持
RECS
COLUMBIA ETF TR I
+$409.3K
10,636
+8145%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$393.2K
16,826
-25%
减持
XLRE
SELECT SECTOR SPDR TR
-$378.2K
3,350
-74%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$332.2K
24,882
-1%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$321.6K
2,903
增持
XLE
SELECT SECTOR SPDR TR
+$316.5K
11,380
+34%
减持
VUG
VANGUARD INDEX FDS
-$300.1K
5,646
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$299.5K
27,621
+21%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$299.4K
53,638
+13%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$284.9K
43,061
+21%
减持
BF/B
BROWN FORMAN CORP
-$266.0K
60,329
-16%
建仓
REVS
COLUMBIA ETF TR I
+$257.6K
9,000
增持
BOND
PIMCO ETF TR
+$248.8K
5,759
+90%
减持
SPYM
SPDR SERIES TRUST
-$241.3K
24,960
-7%
增持
CVX
CHEVRON CORPORATION
+$237.3K
2,809
+25%
增持
COWZ
PACER FDS TR
+$233.7K
60,006
+3%
增持
T
AT&T INC
+$225.3K
38,164
+8%
增持
DFAI
DIMENSIONAL ETF TRUST
+$225.0K
97,614
+4%
减持
BIL
SPDR SERIES TRUST
-$220.3K
3,888
-38%
减持
CSX
CSX CORP
+$205.7K
45,000
-1%
增持
FNDF
SCHWAB STRATEGIC TR
+$201.1K
38,289
+4%
减持
ARKW
ARK ETF TR
-$198.9K
6,381
-3%
减持
ZS
ZSCALER INC
-$196.5K
687
-47%
增持
JMBS
JANUS DETROIT STR TR
+$189.6K
26,912
+20%
增持
IAU
ISHARES GOLD TR
+$189.1K
2,930
+243%
增持
DFIV
DIMENSIONAL ETF TRUST
+$188.1K
38,203
+4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$166.6K
93,271
+5%
增持
CAT
CATERPILLAR INC
+$164.2K
937
+7%
减持
SPAB
SPDR SERIES TRUST
-$163.2K
14,329
-30%
增持
GLW
CORNING INC
+$160.9K
3,263
+1%
建仓
FAST
FASTENAL CO
+$153.1K
3,300
增持
MRK
MERCK & CO INC
+$151.5K
4,715
+19%
减持
WAB
WABTEC
+$150.6K
4,147
-0%
增持
JPM
JPMORGAN CHASE & CO
-$148.2K
9,491
+4%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$140.1K
2,582
-3%
增持
VXUS
VANGUARD STAR FDS
+$139.8K
32,502
+4%
增持
SCHG
SCHWAB STRATEGIC TR
-$138.7K
80,524
+6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$136.4K
62,424
+3%
增持
TXN
TEXAS INSTRS INC
+$136.3K
4,224
+7%
增持
HON
HONEYWELL INTL INC
+$136.2K
1,881
+27%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$133.4K
1,833
-67%
增持
SCHM
SCHWAB STRATEGIC TR
+$126.3K
58,263
+4%
增持
GOOGL
ALPHABET INC
-$126.1K
5,500
+1%
增持
BX
BLACKSTONE INC
-$125.3K
3,252
+0%
建仓
BLDX
IMPAX FUNDS SERIES TRUST I
+$123.8K
4,829
增持
CSCO
CISCO SYS INC
+$116.2K
13,952
+11%
减持
SDSI
AMERICAN CENTY ETF TR
-$113.5K
14,150
-13%
增持
FNDX
SCHWAB STRATEGIC TR
+$109.6K
45,548
+7%
增持
VNQ
VANGUARD INDEX FDS
+$107.7K
17,118
+7%
增持
ORCL
ORACLE CORP
-$106.4K
3,091
+7%
减持
BND
VANGUARD BD INDEX FDS
-$106.2K
11,477
-11%
增持
SPDW
SPDR INDEX SHS FDS
+$106.1K
22,853
+8%
清仓
CPLS
AB ACTIVE ETFS INC
-$106.0K
0
-100%
增持
PEP
PEPSICO INC
+$105.7K
3,202
+17%
减持
VNLA
JANUS DETROIT STR TR
-$104.9K
33,340
-6%
建仓
PULS
PGIM ETF TR
+$103.3K
2,086
增持
GOOG
ALPHABET INC
-$102.7K
4,873
+2%
减持
BRLN
BLACKROCK ETF TRUST II
-$102.6K
13,810
-11%
减持
COF
CAPITAL ONE FINL CORP
-$102.3K
1,527
-3%
减持
WMT
WALMART INC
+$101.1K
8,251
-1%
减持
LRCX
LAM RESEARCH CORP
+$99.7K
2,391
-0%
减持
DNL
WISDOMTREE TR
-$94.5K
131
-95%
增持
XLI
SELECT SECTOR SPDR TR
+$94.4K
1,451
+60%
清仓
ARKB
ARK 21SHARES BITCOIN ETF
-$93.6K
0
-100%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$93.2K
10,428
-0%
减持
SPIB
SPDR SERIES TRUST
-$92.3K
3,619
-43%
增持
TOTL
SSGA ACTIVE ETF TR
+$91.8K
54,854
+6%
增持
PFE
PFIZER INC
+$90.1K
17,792
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$88.6K
4,029
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$88.1K
2,596
+58%
增持
VBR
VANGUARD INDEX FDS
+$88.0K
3,738
+9%
增持
GILD
GILEAD SCIENCES INC
+$88.0K
1,576
+47%
增持
VFQY
VANGUARD WELLINGTON FD
+$86.4K
27,474
+5%
增持
IMTM
ISHARES TR
+$84.3K
24,495
+8%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$83.8K
1,451
-50%
减持
MOAT
VANECK ETF TRUST
-$82.3K
2,121
-24%
减持
TYL
TYLER TECHNOLOGIES INC
-$81.4K
119
-56%
增持
KO
COCA COLA CO
+$81.2K
11,703
+1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$80.6K
15,602
-7%
增持
AMGN
AMGEN INC
+$80.1K
1,250
+14%
减持
USB
US BANCORP
-$76.6K
1,146
-55%
减持
ARKF
ARK ETF TR
-$74.9K
7,292
-1%
增持
CNP
CENTERPOINT ENERGY INC
+$74.7K
1,964
+650%
增持
IVV
ISHARES TR
+$74.1K
8,139
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$73.8K
2,579
+10%
增持
FNDA
SCHWAB STRATEGIC TR
+$73.2K
22,556
+8%
增持
DFSV
DIMENSIONAL ETF TRUST
+$72.5K
30,396
+1%
减持
OTIS
OTIS WORLDWIDE CORP
-$72.3K
6,886
-0%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$72.2K
900
-55%
减持
MAGS
LISTED FDS TR
-$67.1K
145
-87%
增持
MCD
MCDONALDS CORP
+$66.5K
936
+28%
减持
GE
GE AEROSPACE
-$65.9K
1,829
-4%
减持
VOT
VANGUARD INDEX FDS
-$65.5K
1,457
-8%
减持
BP
BP PLC
+$65.3K
5,512
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$65.1K
4,922
-4%
清仓
TTAN
SERVICETITAN INC
-$64.6K
0
-100%
减持
HUBB
HUBBELL INC
-$64.0K
185
-47%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$63.5K
56
-78%
增持
AMD
ADVANCED MICRO DEVICES INC
+$60.5K
1,112
+44%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$59.8K
654
+24%
增持
BAC
BANK AMERICA CORP
-$59.6K
9,558
+0%
增持
SPTM
SPDR SERIES TRUST
+$59.0K
59,565
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$58.3K
5,800
-8%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$56.8K
5,883
-17%
增持
STIP
ISHARES TR
+$56.5K
1,326
+68%
增持
META
META PLATFORMS INC
-$56.0K
869
+4%
建仓
SGOL
ETFS GOLD TR
+$55.8K
1,250
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$55.0K
904
+333%
增持
SCHH
SCHWAB STRATEGIC TR
+$54.9K
27,270
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
+$54.4K
8,933
-8%
减持
ABT
ABBOTT LABORATORIES
-$54.3K
1,747
-6%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$52.3K
1,026
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$51.3K
676
-5%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$49.4K
8,366
-11%
减持
COST
COSTCO WHOLESALE CORPORATION
+$48.1K
732
-7%
减持
ABBV
ABBVIE INC
-$47.7K
2,546
-3%
清仓
WDC
WESTERN DIGITAL CORP
-$47.4K
0
-100%
减持
APH
AMPHENOL CORP
-$47.1K
696
-30%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$45.7K
13,243
-13%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$45.7K
1,928
增持
IWD
ISHARES TR
+$45.6K
1,072
+23%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$45.5K
778
减持
MAR
MARRIOTT INTL INC NEW
-$44.9K
95
-61%
减持
BIDU
BAIDU INC
-$44.3K
827
-21%
增持
WCMI
FIRST TR EXCHANGE-TRADED FD
+$44.2K
2,939
+880%
减持
PSK
SPDR SERIES TRUST
-$43.1K
5,365
-18%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.0K
10,294
+17%
