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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 61
减持 56
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$19.1M
42,369
-4%
减持
CHIQ
GLOBAL X FDS
-$7.6M
99,903
-65%
减持
IWP
ISHARES TR
-$6.2M
52,967
-5%
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。
减持
TTEK
TETRA TECH INC NEW
-$5.0M
18,643
-60%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$4.4M
15,445
-54%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$4.3M
17,315
-56%
减持
APH
AMPHENOL CORP NEW
-$4.2M
34,807
-59%
减持
ROP
ROPER TECHNOLOGIES INC
-$4.1M
9,540
-43%
减持
SHW
SHERWIN WILLIAMS CO
-$3.9M
8,804
-59%
建仓
TSLA
TESLA INC
+$3.9M
3,696
减持
—
AON PLC
-$3.7M
45,421
-3%
增持
IAU
ISHARES GOLD TR
-$3.5M
704,025
+1%
增持
META
META PLATFORMS INC
-$3.4M
38,695
+6%
增持
FAST
FASTENAL CO
+$3.3M
57,481
+1098%
减持
GOOG
ALPHABET INC
-$3.2M
5,180
-1%
清仓
VOO
VANGUARD INDEX FDS
-$3.2M
0
-100%
减持
EWC
ISHARES INC
-$3.1M
30,989
-65%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$3.0M
46,567
-64%
减持
EWA
ISHARES INC
-$3.0M
45,694
-64%
增持
SYK
STRYKER CORPORATION
-$3.0M
43,850
+3%
减持
EWD
ISHARES INC
-$2.9M
24,520
-64%
减持
EWG
ISHARES INC
-$2.8M
32,183
-64%
减持
EWN
ISHARES INC
-$2.8M
21,024
-65%
减持
FLJP
FRANKLIN TEMPLETON ETF TR
-$2.8M
33,781
-64%
减持
EWP
ISHARES INC
-$2.7M
38,396
-64%
减持
EWQ
ISHARES INC
-$2.6M
26,835
-64%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$2.6M
59,733
+8%
增持
FISV
FISERV INC
-$2.6M
89,854
+8%
减持
EWL
ISHARES INC
-$2.6M
21,115
-64%
减持
EWS
ISHARES INC
-$2.6M
42,629
-64%
减持
EWI
ISHARES INC
-$2.6M
30,833
-64%
增持
FBND
FIDELITY MERRIMACK STR TR
-$2.5M
195,800
+3%
建仓
SSD
SIMPSON MFG INC
+$2.5M
27,521
增持
—
MEDTRONIC PLC
-$2.5M
68,823
+23%
减持
EWO
ISHARES INC
-$2.4M
36,618
-64%
建仓
DRI
DARDEN RESTAURANTS INC
+$2.4M
24,251
建仓
AAP
ADVANCE AUTO PARTS INC
+$2.4M
15,212
建仓
FBIN
FORTUNE BRANDS HOME & SEC IN
+$2.3M
33,669
建仓
PH
PARKER-HANNIFIN CORP
+$2.3M
11,174
建仓
WSO
WATSCO INC
+$2.3M
11,277
增持
TXN
TEXAS INSTRS INC
-$2.2M
35,103
+3%
减持
EWH
ISHARES INC
-$2.2M
34,465
-64%
减持
ENZL
ISHARES TR
-$2.1M
12,691
-64%
减持
RVTY
PERKINELMER INC
-$2.1M
36,251
-7%
增持
TRU
TRANSUNION
-$2.1M
70,183
+2%
减持
TSCO
TRACTOR SUPPLY CO
-$2.1M
29,095
-10%
增持
PRI
PRIMERICA INC
-$2.0M
39,273
+3%
增持
AVY
AVERY DENNISON CORP
-$2.0M
29,854
+0%
减持
CACI
CACI INTL INC
-$2.0M
21,845
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.0M
37,245
-8%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.9M
38,665
-7%
增持
MSCI
MSCI INC
-$1.8M
14,528
+2%
增持
HON
HONEYWELL INTL INC
-$1.8M
32,394
+7%
增持
COLM
COLUMBIA SPORTSWEAR CO
-$1.8M
57,478
+3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.8M
35,697
-0%
减持
CSL
CARLISLE COS INC
-$1.8M
27,930
-10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
20,282
-45%
增持
LDOS
LEIDOS HOLDINGS INC
-$1.7M
61,165
+12%
增持
ROCK
GIBRALTAR INDS INC
-$1.7M
76,464
+6%
减持
—
GENPACT LIMITED
-$1.7M
120,600
-2%
增持
TXRH
TEXAS ROADHOUSE INC
-$1.7M
64,337
+9%
增持
BDX
BECTON DICKINSON & CO
-$1.7M
22,836
+3%
减持
KLAC
KLA CORP
-$1.7M
15,748
-13%
增持
TTEC
TTEC HLDGS INC
-$1.7M
66,972
+12%
减持
ULTA
ULTA BEAUTY INC
-$1.7M
15,627
-4%
清仓
—
DISH NETWORK CORPORATION
-$1.7M
0
-100%
减持
JBHT
HUNT J B TRANS SVCS INC
-$1.6M
33,190
-8%
增持
—
AMDOCS LTD
-$1.6M
80,178
+10%
减持
FCN
FTI CONSULTING INC
-$1.6M
42,657
-2%
增持
TGT
TARGET CORP
-$1.6M
29,344
+9%
减持
IQV
IQVIA HLDGS INC
-$1.6M
31,703
-0%
增持
NOC
NORTHROP GRUMMAN CORP
-$1.5M
16,193
+4%
增持
CRM
SALESFORCE COM INC
-$1.5M
21,178
+2%
增持
DG
DOLLAR GEN CORP NEW
-$1.5M
27,120
+1%
增持
MMS
MAXIMUS INC
-$1.5M
71,900
+14%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$1.5M
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.5M
67,635
-1%
增持
TTC
TORO CO
-$1.5M
57,472
+7%
清仓
KBWD
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
减持
BRO
BROWN & BROWN INC
-$1.5M
98,163
-9%
减持
—
ICON PLC
-$1.5M
27,398
-3%
建仓
WEC
WEC ENERGY GROUP INC
+$1.4M
14,656
增持
BAX
BAXTER INTL INC
-$1.4M
69,419
+6%
减持
EWW
ISHARES INC
-$1.4M
11,017
-64%
建仓
—
XAI OCTAGON FLOATING RATE &
+$1.4M
154,000
增持
V
VISA INC
-$1.4M
31,691
+8%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.3M
78,001
-1%
清仓
EWY
ISHARES INC
-$1.3M
0
-100%
减持
EPOL
ISHARES TR
-$1.3M
22,890
-64%
减持
ABT
ABBOTT LABS
-$1.3M
52,032
-2%
减持
AME
AMETEK INC
-$1.3M
42,657
-0%
清仓
THD
ISHARES INC
-$1.2M
0
-100%
建仓
FINS
ANGEL OAK FINL STRATEGIES IN
+$1.2M
72,000
清仓
IGR
CBRE CLARION GLOBAL REAL EST
-$1.2M
0
-100%
建仓
THFF
FIRST FINL CORP IND
+$1.2M
27,007
建仓
EMR
EMERSON ELEC CO
+$1.1M
12,278
增持
APD
AIR PRODS & CHEMS INC
-$1.1M
19,742
+1%
清仓
VTV
VANGUARD INDEX FDS
-$1.1M
0
-100%
减持
EIDO
ISHARES TR
-$1.1M
18,266
-66%
增持
—
DELAWARE INVTS MINN MUN INCO
-$1.1M
123,275
+61%
清仓
INDA
ISHARES TR
-$1.1M
0
-100%
增持
PAYC
PAYCOM SOFTWARE INC
-$1.0M
6,567
+2%
减持
FLBR
FRANKLIN TEMPLETON ETF TR
-$968.0K
20,826
-59%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$953.0K
18,950
+58%
增持
GAB
GABELLI EQUITY TR INC
+$940.0K
351,955
+49%
增持
MCO
MOODYS CORP
-$887.0K
18,544
+3%
减持
UNP
UNION PAC CORP
-$883.0K
25,451
-2%
增持
CPRT
COPART INC
-$882.0K
46,417
+1%
增持
ESE
ESCO TECHNOLOGIES INC
-$870.0K
62,748
+7%
增持
CSGP
COSTAR GROUP INC
-$847.0K
45,318
+5%
增持
—
ASML HOLDING N V
+$842.0K
2,048
+90%
增持
AAPL
APPLE INC
+$819.0K
55,287
+1%
清仓
EPHE
ISHARES TR
-$796.0K
0
-100%
清仓
CASY
CASEYS GEN STORES INC
-$758.0K
0
-100%
减持
IDXX
IDEXX LABS INC
-$756.0K
7,300
-0%
增持
—
LINDE PLC
+$755.0K
4,065
+87%
增持
VEEV
VEEVA SYS INC
-$744.0K
9,939
+8%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$741.0K
4,551
+12%
建仓
AMP
AMERIPRISE FINL INC
+$736.0K
2,740
增持
DEO
DIAGEO PLC
+$731.0K
6,460
+77%
增持
SPGI
S&P GLOBAL INC
-$721.0K
11,037
+0%
增持
—
TE CONNECTIVITY LTD
+$719.0K
7,715
+102%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$713.0K
279,460
+48%
建仓
SUSA
ISHARES TR
+$701.0K
6,593
建仓
INTU
INTUIT
+$652.0K
1,300
增持
VRSK
VERISK ANALYTICS INC
-$633.0K
31,938
+2%
减持
—
BROOKFIELD ASSET MGMT INC
-$626.0K
107,408
-0%
增持
—
ALCON AG
+$624.0K
15,188
+78%
增持
CNC
CENTENE CORP DEL
-$617.0K
79,182
+2%
增持
AMZN
AMAZON COM INC
-$603.0K
1,193
+8%
增持
DELL
DELL TECHNOLOGIES INC
-$599.0K
10,760
+7%
建仓
—
ETF MANAGERS TR
+$585.0K
9,083
清仓
TIP
ISHARES TR
-$581.0K
0
-100%
减持
BIL
SPDR SER TR
-$574.0K
24,743
-20%
增持
ISRG
INTUITIVE SURGICAL INC
-$570.0K
9,528
+204%
清仓
VUG
VANGUARD INDEX FDS
-$569.0K
0
-100%
增持
MMM
3M CO
+$551.0K
9,750
+74%
增持
MKTX
MARKETAXESS HLDGS INC
-$550.0K
7,200
+8%
减持
—
FORWARD AIR CORP
-$540.0K
58,448
-6%
减持
XLF
SELECT SECTOR SPDR TR
-$532.0K
15,784
-0%
增持
NVO
NOVO-NORDISK A S
+$520.0K
10,209
+77%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$493.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$485.0K
0
-100%
清仓
EWT
ISHARES INC
-$476.0K
0
-100%
增持
—
CRH PLC
+$458.0K
16,465
+89%
增持
GLD
SPDR GOLD TR
-$446.0K
4,454
+3%
建仓
NICE
NICE LTD
+$429.0K
1,316
增持
MSFT
MICROSOFT CORP
+$423.0K
6,822
+13%
增持
—
THOMSON REUTERS CORP.
+$412.0K
6,838
+86%
增持
UNH
UNITEDHEALTH GROUP INC
-$405.0K
27,355
+2%