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Marks Group Wealth Management, Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Marks Group Wealth Management, Inc
报告期 2026-03-31 · CIK 0001802473
持仓数
337
前50大市值合计
$542.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 30
增持 62
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
—
AON PLC
+$7.6M
46,919
+94%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$5.0M
0
-100%
减持
CHIQ
GLOBAL X FDS
-$3.9M
282,745
-15%
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
VOO
VANGUARD INDEX FDS
+$2.8M
7,998
+783%
清仓
UI
UBIQUITI INC
-$2.8M
0
-100%
减持
FAST
FASTENAL CO
-$2.8M
4,798
-92%
增持
BIL
SPDR SER TR
+$2.6M
31,004
+991%
增持
AAPL
APPLE INC
+$2.5M
54,605
+44%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$2.5M
55,542
+725%
建仓
SPSC
SPS COMM INC
+$2.1M
12,830
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
36,973
增持
—
ICON PLC
+$1.8M
28,175
+4%
建仓
OMCL
OMNICELL COM
+$1.7M
11,836
增持
IQV
IQVIA HLDGS INC
+$1.5M
31,816
+27%
减持
EWC
ISHARES INC
-$1.4M
88,623
-29%
减持
PAYX
PAYCHEX INC
-$1.4M
17,048
-45%
减持
EWD
ISHARES INC
-$1.4M
67,547
-29%
减持
EWL
ISHARES INC
-$1.3M
58,470
-30%
减持
EWA
ISHARES INC
-$1.3M
126,971
-26%
减持
EWG
ISHARES INC
-$1.3M
89,651
-26%
建仓
HFRO
HIGHLAND INCOME FD
+$1.2M
115,740
增持
MSFT
MICROSOFT CORP
+$1.2M
6,031
+239%
减持
EWP
ISHARES INC
-$1.2M
105,790
-26%
减持
CACC
CREDIT ACCEP CORP MICH
-$1.2M
5,152
-45%
减持
TTEK
TETRA TECH INC NEW
+$1.2M
46,825
-2%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$1.2M
129,948
-26%
减持
EWQ
ISHARES INC
-$1.2M
74,714
-28%
减持
EWN
ISHARES INC
-$1.1M
59,693
-29%
减持
EWI
ISHARES INC
-$1.1M
85,476
-26%
减持
EWH
ISHARES INC
-$1.0M
94,427
-24%
增持
IAU
ISHARES GOLD TR
+$1.0M
693,634
+6%
减持
VRSN
VERISIGN INC
-$1.0M
5,553
-41%
减持
EWS
ISHARES INC
-$1.0M
118,470
-26%
减持
ENZL
ISHARES TR
-$956.0K
35,649
-32%
建仓
ATRC
ATRICURE INC
+$882.0K
12,686
增持
—
CMC MATERIALS INC
-$877.0K
37,093
+3%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$855.0K
7,264
建仓
FSV
FIRSTSERVICE CORP NEW
+$853.0K
4,681
增持
VRSK
VERISK ANALYTICS INC
+$852.0K
31,412
+1%
增持
ESE
ESCO TECHNOLOGIES INC
-$851.0K
58,584
+3%
建仓
MA
MASTERCARD INCORPORATED
+$839.0K
2,415
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$834.0K
93,328
-26%
减持
EWO
ISHARES INC
-$828.0K
102,861
-27%
增持
USB
US BANCORP DEL
+$823.0K
17,659
+346%
增持
KMX
CARMAX INC
+$792.0K
9,807
+168%
增持
GOOG
ALPHABET INC
+$784.0K
5,257
+1%
增持
FICO
FAIR ISAAC CORP
-$772.0K
8,392
+5%
增持
CNC
CENTENE CORP DEL
-$760.0K
77,664
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$749.0K
5,059
+25%
减持
PAYC
PAYCOM SOFTWARE INC
+$749.0K
6,456
-1%
减持
EWW
ISHARES INC
-$715.0K
30,303
-33%
建仓
PRLB
PROTO LABS INC
+$714.0K
10,732
增持
POOL
POOL CORP
+$714.0K
3,995
+72%
减持
EWY
ISHARES INC
-$677.0K
16,546
-23%
增持
TTC
TORO CO
-$669.0K
53,552
+0%
增持
—
MEDTRONIC PLC
+$643.0K
56,151
+8%
增持
CRM
SALESFORCE COM INC
+$637.0K
20,833
+1%
增持
FDS
FACTSET RESH SYS INC
+$601.0K
8,942
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$598.0K
26,831
-3%
减持
TTEC
TTEC HLDGS INC
-$585.0K
59,733
-0%
增持
UNP
UNION PAC CORP
-$574.0K
25,971
+1%
减持
RVTY
PERKINELMER INC
+$571.0K
39,155
-3%
减持
CVCO
CAVCO INDS INC DEL
-$569.0K
4,142
-39%
减持
EPOL
ISHARES TR
-$566.0K
62,952
-31%
减持
FLBR
FRANKLIN TEMPLETON ETF TR
-$541.0K
50,328
-18%
清仓
WELL
WELLTOWER INC
-$533.0K
0
-100%
增持
—
ASML HOLDING N V
+$530.0K
1,080
+187%
建仓
—
TE CONNECTIVITY LTD
+$526.0K
3,825
增持
APD
AIR PRODS & CHEMS INC
-$520.0K
19,503
+1%
减持
INDA
ISHARES TR
-$473.0K
22,332
-36%
建仓
—
ATLASSIAN CORP PLC
+$457.0K
1,156
减持
IVV
ISHARES TR
-$439.0K
44,329
-2%
减持
THD
ISHARES INC
-$435.0K
16,483
-23%
增持
—
ALCON AG
+$435.0K
8,550
+140%
减持
EPHE
ISHARES TR
-$430.0K
26,503
-33%
减持
TSCO
TRACTOR SUPPLY CO
+$423.0K
32,472
-1%
建仓
APOG
APOGEE ENTERPRISES INC
+$415.0K
11,000
增持
DEO
DIAGEO PLC
+$411.0K
3,640
+139%
增持
HON
HONEYWELL INTL INC
+$408.0K
30,245
+10%
建仓
—
THOMSON REUTERS CORP.
+$407.0K
3,676
建仓
—
CRH PLC
+$405.0K
8,725
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$403.0K
2
+100%
建仓
—
ELASTIC N V
+$393.0K
2,622
增持
AME
AMETEK INC
-$392.0K
42,820
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$391.0K
16,600
-0%
增持
—
LINDE PLC
+$384.0K
2,176
+152%
减持
EIDO
ISHARES TR
-$384.0K
53,094
-30%
增持
GOOGL
ALPHABET INC
+$382.0K
277
+88%
增持
ROCK
GIBRALTAR INDS INC
-$381.0K
72,129
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$379.0K
12,028
+52%
增持
MMM
3M CO
+$374.0K
5,610
+84%
增持
—
FORWARD AIR CORP
-$373.0K
62,276
+1%
增持
V
VISA INC
+$372.0K
29,470
+12%
建仓
SLB
SCHLUMBERGER LTD
+$371.0K
12,379
建仓
CSCO
CISCO SYS INC
+$359.0K
6,603
减持
MSCI
MSCI INC
-$354.0K
14,221
-16%
增持
NVO
NOVO-NORDISK A S
+$352.0K
5,769
+143%
增持
—
EXXON MOBIL CORP
+$345.0K
15,802
+71%
减持
BABA
ALIBABA GROUP HLDG LTD
-$341.0K
2,831
-15%
增持
VTV
VANGUARD INDEX FDS
+$341.0K
8,163
+47%
减持
AJG
GALLAGHER ARTHUR J & CO
+$339.0K
41,353
-0%
建仓
DIS
DISNEY WALT CO
+$339.0K
2,003
增持
DE
DEERE & CO
+$333.0K
2,117
+98%
增持
—
BROOKFIELD ASSET MGMT INC
+$331.0K
107,653
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
+$329.0K
40,577
-2%
增持
TGT
TARGET CORP
-$328.0K
26,800
+0%
减持
IDXX
IDEXX LABS INC
-$322.0K
7,308
-4%
减持
APH
AMPHENOL CORP NEW
+$322.0K
84,537
-1%
建仓
GE
GENERAL ELECTRIC CO
+$312.0K
3,019
增持
FISV
FISERV INC
+$306.0K
83,525
+2%
建仓
NXTG
FIRST TR EXCHANGE TRADED FD
+$305.0K
4,000
增持
INTC
INTEL CORP
+$294.0K
14,017
+73%
增持
CSGP
COSTAR GROUP INC
+$291.0K
43,049
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$284.0K
189,905
+3%
增持
CBRE
CBRE GROUP INC
+$283.0K
5,263
+97%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$282.0K
39,802
-2%
增持
JPM
JPMORGAN CHASE & CO
+$278.0K
4,538
+53%
增持
MMS
MAXIMUS INC
-$262.0K
62,927
+1%
建仓
TLK
P T TELEKOMUNIKASI INDONESIA
+$256.0K
10,214
增持
TXRH
TEXAS ROADHOUSE INC
-$251.0K
59,151
+1%
建仓
IXN
ISHARES TR
+$248.0K
4,447
减持
ULTA
ULTA BEAUTY INC
+$246.0K
16,308
-0%
建仓
MAR
MARRIOTT INTL INC NEW
+$246.0K
1,662
减持
CPRT
COPART INC
+$246.0K
45,906
-1%
增持
SBUX
STARBUCKS CORP
+$244.0K
8,862
+33%
增持
EFG
ISHARES TR
+$235.0K
10,440
+27%
建仓
—
YANDEX N V
+$235.0K
2,967
清仓
JD
JD.COM INC
-$230.0K
0
-100%
增持
ORCL
ORACLE CORP
+$230.0K
9,454
+22%
增持
META
FACEBOOK INC
-$225.0K
36,666
+1%
增持
PEP
PEPSICO INC
+$224.0K
2,879
+104%
减持
VEEV
VEEVA SYS INC
-$222.0K
9,211
-0%
建仓
—
ROYAL DUTCH SHELL PLC
+$222.0K
4,892
减持
ESGE
ISHARES INC
-$221.0K
11,452
-26%
减持
EWT
ISHARES INC
-$221.0K
7,656
-29%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$221.0K
68,599
+1%
增持
LDOS
LEIDOS HOLDINGS INC
-$219.0K
54,605
+1%
减持
ZTS
ZOETIS INC
+$218.0K
28,707
-0%
清仓
SNY
SANOFI
-$218.0K
0
-100%
建仓
—
CITRIX SYS INC
+$215.0K
2,000
建仓
RELX
RELX PLC
+$214.0K
7,399
建仓
CAT
CATERPILLAR INC
+$210.0K
1,092
建仓
—
HORIZON THERAPEUTICS PUB L
+$209.0K
1,906
增持
PFE
PFIZER INC
+$205.0K
27,108
+10%
清仓
ATKR
ATKORE INC
-$202.0K
0
-100%
建仓
—
STERLING BANCORP DEL
+$202.0K
8,078
清仓
HEI/A
HEICO CORP NEW
-$201.0K
0
-100%
增持
ABT
ABBOTT LABS
+$201.0K
53,073
+1%
减持
—
GENPACT LIMITED
+$200.0K
123,249
-1%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$200.0K
78,692
+0%
