13FBOX
Medallion Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Medallion Wealth Advisors, LLC

No.5492
最新持仓市值 (Q2 2026)
$3.26亿
环比变动 Q1 2026
+$2,024.6万+6.6%
持仓股票数
1218
新买入
191
加仓
254
减仓
401
清仓
94
持股不变
372
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
J骏利Detroit策略信托JMBS
4.98%0.4%$1,625.3万32.2万股$121.6万2.7万股+29.5万股+1,095.05%加仓
飞塔FTNT
4.59%0.02%$1,498.6万9.7万股$4.9万605股+9.7万股+15,984.96%加仓
S嘉信·USSCHX
2.93%2.65%$958.2万32.6万股$810.3万31.6万股+9,891股+3.13%加仓
直觉外科ISRG
2.77%0.03%$903.8万2.3万股$7.7万167股+2.3万股+13,498.20%加仓
英伟达NVDA
2.77%2.68%$902.9万4.5万股$820.5万4.7万股-1,920股-4.08%减仓
IiShares安硕信托IVV
2.02%1.74%$658.3万8,772股$531.8万8,139股+633股+7.78%加仓
SSPDR道富系列信托SPTM
1.73%1.54%$566.3万6.2万股$470.9万6.0万股+2,613股+4.39%加仓
亚马逊AMZN
1.53%2.06%$501.1万2.1万股$631.4万3.0万股-9,287股-30.63%减仓
G通用动力VTI
1.53%2.79%$499.3万1.3万股$853.1万2.7万股-1.3万股-49.27%减仓
V先锋领航·WELLINGTON FDVFQY
1.5%1.34%$489.7万2.9万股$410.0万2.7万股+1,286股+4.68%加仓
J摩根大通交易所交易基金JQUA
1.42%0.34%$463.7万9.9万股$103.2万1.7万股+8.2万股+486.65%加仓
苹果AAPL
1.25%1.43%$409.0万1.4万股$438.6万1.7万股-3,153股-18.25%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.25%1.24%$408.6万9.9万股$380.3万9.8万股+1,416股+1.45%加仓
V先锋领航指数基金VOO
1.23%1.16%$402.2万5,856股$356.3万5,963股-107股-1.79%减仓
B贝莱德·ETF TRUST IIBINC
1.22%1.25%$397.5万7.6万股$382.6万7.4万股+2,276股+3.09%加仓
DDimensional维度ETF信托DFVX
1.21%1.13%$393.6万4.8万股$347.4万4.7万股+1,106股+2.37%加仓
F富达Covington信托FDVV
1.2%1.09%$390.4万6.4万股$332.6万6.0万股+4,043股+6.71%加仓
PPIMCO太平洋投资管理ETFPYLD
1.09%1.05%$357.4万13.5万股$321.6万12.3万股+1.2万股+9.78%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.04%0.99%$340.0万11.7万股$303.6万12.1万股-3,550股-2.93%减仓
AMETEK COMAME
1.03%0.97%$335.7万1.4万股$297.7万1.4万股-14股-0.10%减仓
PPacer基金信托COWZ
0.99%1.23%$323.1万5.2万股$375.4万6.0万股-8,071股-13.45%减仓
J摩根大通·BETABUILDERS EUROPE ETFBBEU
0.91%<0.01%$297.4万6.5万股$1,73824股+6.5万股+268,991.67%加仓
V先锋领航指数基金VUG
0.89%0.81%$289.3万3.4万股$246.9万5,646股+2.8万股+494.53%加仓
V先锋领航STAR基金VXUS
0.88%0.82%$287.8万3.4万股$250.6万3.3万股+1,154股+3.55%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.86%0.77%$279.8万8.3万股$234.6万8.1万股+2,152股+2.67%加仓
V先锋领航指数基金VV
0.8%1.54%$260.8万7,582股$471.3万1.6万股-8,188股-51.92%减仓
SSPDR行业精选信托XLK
0.75%0.62%$246.4万1.3万股$189.3万1.4万股-1,313股-9.22%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.74%0.69%$242.4万6.0万股$211.4万6.2万股-2,148股-3.44%减仓
F第一信托交易所交易基金SDVY
0.71%0.69%$233.2万5.4万股$211.5万5.4万股+421股+0.78%加仓
F第一信托交易所交易基金RDVY
0.69%0.62%$224.5万2.8万股$188.6万2.8万股+75股+0.27%加仓
雷神技术RTX
0.68%0.11%$223.4万1.2万股$34.4万1,785股+9,990股+559.66%加仓
C资本集团股息价值CCBG
0.68%0.6%$222.9万4.5万股$183.2万4.3万股+2,167股+5.03%加仓
S嘉信策略信托SCHM
0.67%0.59%$220.0万6.0万股$180.4万5.8万股+1,514股+2.60%加仓
DDimensional维度ETF信托DFIV
0.66%0.66%$216.1万4.0万股$201.6万3.8万股+1,805股+4.72%加仓
CSX铁路CSX
0.66%0.6%$213.9万4.5万股$184.7万4.5万股+10股+0.02%加仓
V先锋领航白厅基金VYM
0.64%0.68%$208.8万1.3万股$208.3万1.4万股-855股-6.08%减仓
S道富SPYM
0.63%0.62%$206.8万2.4万股$191.0万2.5万股-1,427股-5.72%减仓
AARK·ETF TRARKK
0.63%0.82%$206.0万2.6万股$251.6万3.7万股-1.2万股-31.49%减仓
SSSGA ACTIVE ETF TRWIP
0.62%0.71%$204.0万5.2万股$217.9万5.5万股-3,173股-5.78%减仓
道富·CORP COMSTT
0.61%0.49%$199.9万1.2万股$149.2万1.2万股00.00%持仓不变
S嘉信策略信托SCHC
0.6%0.61%$197.4万3.7万股$187.3万3.8万股-900股-2.35%减仓
V先锋领航指数基金VTV
0.6%0.82%$195.7万8,961股$251.8万1.3万股-3,870股-30.16%减仓
联合太平洋铁路UNP
0.56%0.54%$183.8万6,756股$165.0万6,799股-43股-0.63%减仓
SSPDR标普500 ETFSPY
0.54%0.55%$176.4万2,352股$168.3万2,582股-230股-8.91%减仓
V先锋领航指数基金VNQ
0.54%0.5%$174.8万1.8万股$151.8万1.7万股+997股+5.82%加仓
BBROWN FORMANBF.B
0.49%0.52%$160.6万6.0万股$159.5万6.0万股-71股-0.12%减仓
IiShares安硕信托IQLT
0.49%0.08%$159.7万3.0万股$25.1万5,421股+2.5万股+457.55%加仓
J骏利亨德森JAAA
0.49%5.56%$159.3万3.3万股$1,701.9万33.8万股-30.4万股-90.10%减仓
FFIRST TR EXCHANGE-TRADED FD DIVIDEND STRNGTHFTDS
0.48%0.02%$157.2万2.6万股$6.8万1,124股+2.5万股+2,193.06%加仓
博通AVGO
0.48%0.43%$156.0万4,131股$133.2万4,302股-171股-3.97%减仓

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